Mobility 2030: Transforming the mobility landscape - KPMG Global
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Mobility 2030: Transforming the mobility landscape

Mobility 2030: Transforming the mobility landscape

Mobility is undergoing one of the most transformational shifts of a generation, shaped by three key disruptive forces:

  • Electric vehicles (EVs) and alternative powertrains
  • Connected and autonomous vehicles (CAVs)
  • On-demand mobility services

Sectors are being disrupted, with markets emerging, converging and disappearing. In this paper – informed by 200 contributors from across the global mobility value chain – we discuss the shape of the new mobility ecosystem. The winners are likely to be those that can truly understand the impact and timing of disruption and seize the right emerging opportunities, by swiftly adapting business and operating models and securing the right partnerships and acquisition targets.

Some of the key questions we address are:

  •  How will customers respond to potentially radical changes?
  • Where will value be created?
  • What will the new ecosystem look like and how will various players’ roles change?
  • What are the potential strategy options?
  • What are the implications for financial, business and operating models?

Evaluating three megatrends

Electric vehicles

EV take-up may have gathered momentum, but requires a number of societal and behavior changes to become truly widespread, with three key barriers remaining:

  • Total cost of ownership including battery cost, vehicle price and running costs
  • Education to overcome unwarranted fears over vehicle range
  • Infrastructure of charging points

Connected and autonomous vehicles

Speed of adoption is likely to vary significantly by region, based on availability of infrastructure, pace of R&D, public acceptance and the regulatory environment.

On-demand mobility services

There is an urgent need for coherent mobility strategies to cover multi-modal aggregation, car subscription, on-demand services and commercial vehicle innovation.

Staking a place in the new mobility ecosystem

Sources of value should fundamentally shift both within value chains and across the ecosystem. ‘Downstream’ value – largely digitally enabled – is likely to become significantly greater vis-à-vis ‘upstream’ value from manufacturing.

As incumbents, new entrants and startups compete for a share of the mobility market, each should consider where to play and how to win. We believe change will require unprecedented levels of collaboration via mergers, acquisitions, partnerships or strategic alliances, increasingly between carmakers and technology companies. One thing appears clear: companies only have a small window of opportunity to get ahead and position themselves to shape the future ecosystem.

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