Our Insights on Future Mobility

Mobility’s second great inflection point

February 2019 – Radically new dynamics in the early 20th century transformed cars and, in turn, the world. Here’s why the next great inflection point is upon us, auguring changes no less profound.
Article

How sharing the road is likely to transform American mobility

– Increased passenger density and decreased vehicle footprint should bring strong growth for ridesharing in the decade ahead.
Article

Harnessing momentum for electrification in heavy machinery and equipment

– Battery-electric adoption could offer sizable potential in heavy machinery. There’s a strong business case for some applications... already—and addressing barriers could unlock more opportunity.
Article - McKinsey Quarterly

The trends transforming mobility’s future

– Mobility as we know it is about to change. A handful of trends will largely determine the benefits—and costs—for business... and society.
Interview - McKinsey Quarterly

The public–private imperative in urban mobility: A view from Canada

– Josipa Petrunic imagines a low-carbon, smart-mobility future for Canada. In this interview, she describes how CUTRIC, the consortium... she leads, is bringing the public and private sectors together to make it happen.
Article - McKinsey Quarterly

Snapshots of the global mobility revolution

– How will regional variations in China, Europe, Brazil, India, and the United States reshape cars, carmakers, and the automotive... “user experience”?
Interview - McKinsey Quarterly

Powering mobility’s future: An interview with WiTricity’s Alex Gruzen

– A leader at the forefront of wireless electricity explains why cars are going electric, electric is going wireless, and the mobility... ecosystem is headed for major change.
Interview - McKinsey Quarterly

New carmaker on the block: Byton’s CEO on China’s car of the future

– Carsten Breitfeld, an industry veteran turned disruptor, explains how his Chinese-conceived, globally oriented start-up is tuned... for the emerging mobility transformation. 
Article

Making electric vehicles profitable

– Most OEMs don’t profit on selling electric vehicles. But addressing elements of the product and business model can put them... on a better path. We have a clear roadmap for EV profitability.
Article

Driving the automotive customer experience toward the age of mobility

– Automotive brands need to refine and digitize the customer experience they provide—otherwise they will not be ready to develop... into the mobility providers of tomorrow.
Interview - McKinsey Quarterly

Ford’s evolving sense of self: An interview with Hau Thai-Tang

– The company’s global head of product development and purchasing explains today’s radical changes and how Ford can... tap into its 115-year legacy to win in the century ahead.
Report

Winning tomorrow’s car buyers using artificial intelligence in marketing and sales

– AI holds great potential for the automotive industry. Here’s what you need to know about its applications in marketing and... sales.
Article

Return to sender: Resolving the automotive-recall resurgence

– Recalls have become big news again, and the industry requires better ways to anticipate and mitigate them rapidly and surely.
Article - McKinsey Quarterly

Mobility’s second great inflection point

– Radically new dynamics in the early 20th century transformed cars and, in turn, the world. Here’s why the next great inflection... point is upon us, auguring changes no less profound.
Article - McKinsey Quarterly

Reimagining mobility: A CEO’s guide

– No industry or executive is immune to the profound implications of mobility’s second great inflection point. Here’s... what you need to know now.
Article - McKinsey Quarterly

The road to seamless urban mobility

– Will the coming mobility revolution make urban traffic better, or worse?
Article

How China will help fuel the revolution in autonomous vehicles

– If the driverless-car phenomenon takes off in China, the payoff could be in the trillions of dollars.
Article

Micromobility’s 15,000-mile checkup

– Will the micromobility market boom or bust? With billions already invested, here’s an assessment of its potential.
Report

A regional view of truck-industry profit pools

– How will profits for the truck industry develop in China, Europe, North America, and beyond—and what does that mean for... the competitive landscape?
Article

As dramatic disruption comes to automotive showrooms, proactive dealers can benefit greatly

– Dealers can survive—and thrive—by putting the customer at the center and pursuing dynamic, new ways of working.
Report

A long-term vision for the European automotive industry

– Technological disruption is redefining mobility globally. How can Europe capitalize on its past successes to shape the emerging... mobility ecosystem and craft an even more successful future?
Article

Lubes growth opportunities remain despite switch to electric vehicles

– Lubricating oils have traditionally been one of the most attractive areas in the oil and gas value chain, but disruption is on... the horizon with the rise of electrification in the transport sector.
Article

Reserve a seat—the future of mobility is arriving early

– What happened in 2018, and what can we expect in 2019?
Article

Profiling tomorrow’s trendsetting car buyers

– Our latest survey offers a glimpse of the customers who will set the pace in the future auto market: young, urban, tech smart,... and adept at mobility.
Article

Rebooting Japan’s mobility market

– Digital players are revamping the country’s taxi industry. These developments could have implications for other places facing... similar economic, demographic, and regulatory trends.
Article - McKinsey Quarterly

Setting the framework for car connectivity and user experience

– The connectivity experience of drivers and passengers will soon be transformed, with the potential for significant value creation.... Here is a framework to measure progress.
Article

Fast transit: Why urban e-buses lead electric-vehicle growth

– Looking for the most successful electric-vehicle segment? Take the e-bus.
Report

Route 2030: The fast track to the future of the commercial vehicle industry

– The truck industry is entering a new era: while revenue and profits are still mainly generated in the diesel world, new technologies... are increasingly impacting OEMs’ product and investment strategies. The report details the truck industry’s revenue and profit pools until 2030 and assesses areas of action for OEMs to lead in the future.
Article

The potential impact of electric vehicles on global energy systems

– Electric vehicles are unlikely to create a power-demand crisis but could reshape the load curve. Here’s how to bend that... curve to your advantage.
Report

Ready for inspection: The automotive aftermarket in 2030

– Electric vehicles, connected cars, and e-commerce, among other trends, may lead to redistribution of 30 to 40 percent of aftermarket... profits along the value chain and change the industry landscape in the next 10 to 20 years. What are you doing to prepare?
Article

A blueprint for successful digital transformations for automotive suppliers

– Leaders in the automotive-supply sector are mastering six elements of successful digital transformation—and reaping the... rewards.
Article

Charging ahead: Electric-vehicle infrastructure demand

– Access to efficient charging could become a roadblock to electric-vehicle uptake. Let’s look at the numbers and costs behind... the problem.
Article

Boosting car incentive effectiveness

– With car incentives at record levels, automakers need a better way to manage this spending, starting at the dealer.
Article

The future of mobility in India’s passenger-vehicle market

– Incumbents in the automotive industry should prepare for a changing landscape as India grows into the world’s third-largest... passenger-vehicle market and global trends disrupt the sector.
Report

Elements of success: Urban transportation systems of 24 global cities

– Defining the aspects of mobility that function well or need improvement is a critical part of decision making for large cities.
Report - McKinsey Global Institute

Smart cities: Digital solutions for a more livable future

– As cities get smarter, they are becoming more livable and more responsive—and today we are seeing only a preview of what... technology could eventually do in the urban environment.
Report

Lithium and cobalt: A tale of two commodities

– What does the rise of electric vehicles mean for two critical raw materials that go into their batteries—and for the players... in this ecosystem?
Article

The global electric-vehicle market is amped up and on the rise

– China remains firmly in the lead on our Electric Vehicle Index. But other pockets of growing public- and private-sector commitment... to these vehicles have emerged.
Report

How industrial companies can respond to disruptive forces

– A survey of 300-plus executives from the automotive, aerospace, and diversified-industrial sectors generated insights that can... help traditional players reckon with change.
Article

Telematics: Poised for strong global growth

– An expanding array of telematics devices and services, combined with focused government mandates, will help the technology break... into the mainstream.
Article

What a teardown of the latest electric vehicles reveals about the future of mass-market EVs

– McKinsey and A2Mac1 analyzed design choices that can help pave the way to profitable mass-market EVs.
Report

Accelerating the car data monetization journey

– Capturing value from vehicle data will require players in the automotive ecosystem to approach the issue strategically and to... overcome the three main challenges that 60-plus executives identified in our proprietary survey and industry roundtables.
Article

How battery storage can help charge the electric-vehicle market

– People are reluctant to buy electric vehicles because of concerns about charging. But public, fast-charging infrastructure is... not yet widely available or profitable. There is a way to resolve that conundrum.
Article

Rethinking car software and electronics architecture

– As the car continues its transition from a hardware-driven machine to a software-driven electronics device, the auto industry’s... competitive rules are being rewritten.
Report

Artificial intelligence as auto companies’ new engine of value

– What opportunities does AI open up for mobility, and how can OEMs capture them in the short and long run?
Article

A virtuous cycle for growth: Finding profit after the initial sale

– Advanced analytics can extend the profit life cycle for carmakers who know how to use it.
Article

Analyzing start-up and investment trends in the mobility ecosystem

– How can companies identify—and source—the technologies that will be critical for crafting a strategy to keep up in the shifting... automotive landscape?
Article

Hydrogen: The next wave for electric vehicles?

– Battery electric vehicles are making headlines, but fuel cells are gaining momentum—with good reason. Hydrogen could play a vital... role in the renewable-energy system and in future mobility.
Video

Autonomous-driving disruption: Technology, use cases, and opportunities

– Executives in the automotive industry can keep pace with advances in autonomous driving by closely tracking developments.
Article

How advanced industrial companies should approach artificial-intelligence strategy

– Leaders need to determine what AI can do for their company by looking at potential applications and scenarios and then building... their approach around those findings.
Report

Public–private collaborations for transforming urban mobility

– Partnerships that let cities take advantage of new mobility services should make urban transportation more accessible, affordable,... and efficient.
Article

What US consumers think of shared mobility

– As ride hailing and ride sharing grow more common, a new survey offers insights into shifting attitudes and behavior.
Article

Trends in electric-vehicle design

– What did we learn from a teardown and benchmarking of ten EV models?
Article

Riding China’s huge, high-flying car market

– Few car markets in history have risen so far so fast. Here’s a peek under the hood at what’s driving China’s automotive future.
Article

How mobility players can compete as the automotive revolution accelerates

– What is required to navigate the emerging personal-mobility landscape in an uncertain future?
Article

Gauging the disruptive power of robo-taxis in autonomous driving

– The self-driving taxi could ultimately take the global auto industry on a wild ride. Our use-case approach reveals why.
Report

Urban commercial transport and the future of mobility

– Commercial traffic clogs city streets, contributes to pollution, and drives up the cost of doing business. But there are many... ways to do better.
Report

The future of mobility in India: Challenges and opportunities for the auto component industry

– The Indian automotive industry has started to experience the effects of the global disruption. Electrification is of particular... importance, and might significantly impact auto component manufacturers.
Article

What’s sparking electric-vehicle adoption in the truck industry?

– Commercial fleets could go electric rapidly. Understanding total cost of ownership and focusing on specific cases is critical.
Article

Savvy and sophisticated: Meet China’s evolving car buyers

– Our 2017 survey of Chinese auto consumers shows they’re demanding more from carmakers. How can companies keep up with shifts in... this must-win market?
Article

The road to artificial intelligence in mobility—smart moves required

– Is AI all hype? No. But automotive OEMs need to take five steps to overcome challenges and position themselves to succeed.
Article

The automotive revolution is speeding up

– How fast is disruption reshaping the personal-mobility landscape, and what will new value pools look like as the ecosystem evolves?
Article - McKinsey Quarterly

Cracks in the ridesharing market—and how to fill them

– For all of its remarkable growth, ridesharing is still far from ubiquitous. To boost miles traveled, the industry will need new... solutions, including smarter design.
Article - McKinsey Quarterly

China’s electric-vehicle market plugs in

– China has emerged as a leader in both the supply of—and demand for—electric vehicles.
Article

Dynamics in the global electric-vehicle market

– New research on electric mobility reveals Chinese OEMs produced 43 percent of EVs worldwide in 2016 and highlights other trends... in supply and demand.
Article

Self-driving car technology: When will the robots hit the road?

– As cars achieve initial self-driving thresholds, some supporters insist that fully autonomous cars are around the corner. But... the technology tells a (somewhat) different story.
Article

Mobility trends: What’s ahead for automotive semiconductors

– New mobility trends are diversifying demand for automotive semiconductors. Here’s what companies need to know about new opportunities.
Article

How shared mobility will change the automotive industry

– While sharing cars likely means slower growth of vehicle sales, it also suggests strong new opportunities for automakers, suppliers,... and many more mobility players.
Article

Shifting gears in cybersecurity for connected cars

– To secure products across the supply chain, the automotive sector must develop new ways to collaborate.
Report

Electrifying insights: How automakers can drive electrified vehicle sales and profitability

– Automakers face a difficult challenge: They must strike the right balance between selling enough electrified vehicles (EVs) to... comply with tightening regulatory fleet emissions and fuel economy targets, while preventing the incremental cost of adding costly battery packs to their vehicles from cannibalizing corporate profits. To compound matters, automakers cannot afford to lose focus on combustion engine models, which are often more profitable. Against this backdrop, our latest report provides fresh insights and potential solutions.
Article

How the convergence of automotive and tech will create a new ecosystem

– As the high-tech and automotive worlds merge—with four disruptive technology trends driving change—a complex ecosystem is creating... new rules for success.
Article - McKinsey Quarterly

Will car users share their personal data?

– Surveyed consumers in China, Germany, and the United States say yes, if they see value in return.
Report

An integrated perspective on the future of mobility

– A number of social, economic, and technological trends will work together to disrupt mobility, potentially creating three new... urban models by 2030.
Report

Monetizing car data

– Cars generate data about how they are used, where they are, and who's behind the wheel. But how can industry players in the evolving... automotive ecosystem turn these data into valuable products and services?
Podcast

Self-driving cars and the future of the auto sector

– Autonomous vehicles seem to be inevitable. But what does that mean for car manufacturers, consumers, and safety?
Article

Shifting gears: Insurers adjust for connected-car ecosystems

– Insurance companies seek to deliver enhanced products and services by investing in new technologies and partnering with others... in the smart-car environment.
Report

Creating value from car data

– Increasingly connected and autonomous vehicles will generate enormous amounts of data. Here’s what that may mean for consumers... and the industry’s business model.
Report

Urban mobility 2030: Berlin

– Mobility is a basic requirement of modern society and a driver of innovation and growth. We examine how Berlin, Germany's largest... city, can profit from intelligent mobility solutions.
Article

Capturing the advanced driver-assistance systems opportunity

– New automotive active-safety systems could provide a route to autonomous cars. Yet the auto industry has work to do to convert... consumer interest in these features into actual adoptions.
Report

Disruptive trends that will transform the auto industry

– Technology-driven trends will revolutionize how industry players respond to changing consumer behavior, develop partnerships,... and drive transformational change.
Report

How carmakers can compete for the connected consumer

– Connectivity and automation are transforming the car industry. Our new report, based on an extensive consumer survey, provides... a road map for success.