McKinsey Center for Future Mobility

Shared Mobility

We help leaders across all sectors relevant to the shared-mobility ecosystem develop a deeper understanding of the disruptions and how to capitalize the opportunities ahead.

The potential expansion of e-hailing, car sharing, urban air mobility, and other diverse mobility solutions is changing how we travel. Riders now have many cost-effective and convenient alternatives to vehicle ownership, and their options will continue to grow over the next decade.

The shared mobility market now exceeds $60 billion in value across the three largest markets: China, Europe, and the United States. The future will bring even greater gains as self-driving taxis and shuttles become more common and urban air mobility moves past the pilot stage. With this momentum, we expect the annual growth rate for shared-mobility solutions to exceed 20 percent through 2030.

While shared mobility is a recent trend, it has quickly shifted consumer preferences away from car ownership toward alternative forms of transportation, making it an extremely disruptive force. Many of the associated changes will be positive, since the growth of shared mobility will open new and profitable opportunities for multiple companies, including automakers, suppliers, technology businesses, and aerospace experts. For example, the vehicles used for urban air mobility transport are expensive and beyond the reach of individual ownership for most people, resulting in a relatively small market. However, a business model in which multiple riders purchase tickets for trips, or companies share costs for the transport of goods, could make urban air mobility an accessible and affordable option.

Projected impact

The shared-mobility market could evolve through two different paths: either transformative, where it becomes an entirely different market, or status quo, where it grows steadily in its current state through 2030. Automakers positioning themselves for the future must be prepared and determine how to benefit from a market that could go either way.

The transformative path could accelerate through cities’ supportive initiatives to introduce autonomous vehicles. This would enable companies to further monetize and provide for new use cases, such as wheelchair-bound passengers and parents traveling with children, through purpose-built vehicles. The status quo path would likely involve steady growth based on convenience and economics as companies offer cost-efficient alternatives to taxis and public transportation. We believe customer preference, regulation, and technology will determine which path comes to fruition.

Client impact examples

Launching a global think tank for urban mobility

A ridesharing company sets out to reimagine urban smart mobility by bringing together and leveraging the right talent, partnerships, and data.

Finding new growth

A leading OEM used opportunities revealed from mobility disruptions to identify expansion strategies.

Cross-industry perspectives

Shared mobility will have a disruptive impact across multiple sectors and industries. We have identified critical areas of focus for incumbents and new entrants in these particular sectors wanting to keep pace amid the changes ahead:

Automotive OEMs and suppliers

There will be new business models and changing ecosystems, new forms of cooperation and partnerships, and emerging competition from new entrants.

Travel, transport, and logistics

The cannibalization of core businesses (for example, taxis, car-rental companies) and introduction of last-mile delivery will take place.

Cities and governments

Partnership models, regulation, and the future of public and private transportation will evolve.


There will be an expansion of autonomous vehicles, shared fleets, platform technologies, and ownership of customer data.

Proprietary assets

Our proprietary tools and models cover all topics relevant to transportation, including investment patterns, vehicle design, regulatory frameworks, infrastructure, cost-per-mile, city suitability for various types of transport, and market sizing. Together, this information helps companies make informed decisions about their next steps.

Go-to-market strategy for purpose-built-vehicles

Unique integration of design research and empathetic user research, quantitative consumer insights, and traditional strategic analytics, reveals and frames new opportunity spaces for automotive-experience innovation.

Urban air mobility ecosystem project and investment database

The urban air mobility ecosystem database tracks companies and projects on the emerging electric and hybrid electric flying car industry.

Shared-mobility strategy

Our Auto2030 model provides insights into how disruptive automotive trends will affect traditional OEMs and suppliers, potential new players, regulators, consumers, national car markets, and the automotive value chain. It helps clients define where to compete in the shared-mobility space.

Purpose-built vehicle design

State-of-the-art design capabilities from acquired design firm LUNAR can help determine product roadmaps for purpose-built vehicles by completely rethinking the design.

Software capabilities

Our ‘Startup and Investment Landscape Analysis’ tool assesses the software capabilities needed to compete in the shared mobility space (for example, platforms, fleet management) and defines a plan to fill the gaps.

Featured insights


The road to affordable autonomous mobility

– Robo-taxis promise affordable mobility. But with widely varying service costs across use cases and geography, providers must address operational and service issues to realize that promise.

How hydrogen combustion engines can contribute to zero emissions

– Hydrogen combustion engines can leverage existing technologies and provide a zero-emissions option for specific use cases while... supporting the growth of hydrogen infrastructure.
Blog Post

Future Air Mobility blog

Perspectives and analyses on urban air mobility, drones, electric aviation, and more
Blog Post

Looking to the skies: Funding for future air mobility takes off

– Amid emerging technologies and increasing concerns about sustainability, innovative options for air mobility are gaining traction—and... funding.

Up in the air: How do consumers view advanced air mobility?

– Our new global survey shows that consumers are ready to take advantage of advanced air mobility, but concerns remain.
Blog Post

Right in your backyard: Regional airports are an accessible and underused resource for future air mobility

– As travel begins to rise in the wake of COVID-19, regional airports can help promote green transport and ignite a new wave of... regional air transport.

How air travel is evolving postpandemic

– The COVID-19 pandemic decimated airlines in 2020, yet there are reasons for optimism as the industry looks to recovery.

Five COVID-19 aftershocks reshaping mobility’s future

– The pandemic will change the face of mobility, both now and when the crisis ends.

To take off, flying vehicles first need places to land

– The buzz about vehicles flying above hides the infrastructure challenge below.

The future of micromobility: Ridership and revenue after a crisis

– The COVID-19 crisis is causing serious disruptions to the multibillion-dollar micromobility industry. Our analysis indicates that... a full recovery is possible, as long as companies prepare for the next normal.

Why shared mobility is poised to make a comeback after the crisis

– In a pandemic, passengers are wary of shared mobility. However, insights gleaned from our new global auto consumer survey can... help pave the way toward a strong recovery—if done right.

Car buying is on again, and mobility is picking up

– Consumers are back to buying cars, but they’re doing it differently. And they’re gradually getting back on the road,... whether by car or other means.

Moving forward: How COVID-19 will affect mobility in the United Kingdom

– COVID-19 is changing transportation patterns worldwide. Here’s what mobility players need to know about the market in the United... Kingdom.

Flying-cab drivers wanted

– Air taxis are coming. Until they can fly autonomously, this nascent industry will need many pilots.

The impact of COVID-19 on future mobility solutions

– As the global pandemic spreads, mobility players need to prepare for the new world ahead.

ACES 2019 survey: Can established auto manufacturers meet customer expectations for ACES?

– Consumers believe that established automakers are well positioned to capitalize on ACES trends. Will they reach their full potential... in a challenging market?

Micromobility: Industry progress, and a closer look at the case of Munich

– Shared micromobility continues to develop. What’s changed, and what can we learn from one city’s first 100 days with... e-scooters?

Debate: Will delivery UAVs scale by 2030?

– Unmanned aerial vehicles (UAVs), commonly known as drones, are a hot topic of debate. McKinsey asked two professionals close to... the issue to weigh in on whether they believe UAVs will gain traction and claim a significant share of urban deliveries by 2030.

Change vehicles: How robo-taxis and shuttles will reinvent mobility

– Uncertainties surround the future of shared autonomous vehicles. Modeling scenarios for their development and adoption can help... companies on the road ahead.

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.

Air-mobility solutions: What they’ll need to take off

– Innovators are designing air taxis and delivery drones. But these won’t take flight unless stakeholders accelerate investment... in air-mobility infrastructure.

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 - 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.

The future(s) of mobility: How cities can benefit

– Autonomous vehicles, electric powertrains, vehicle sharing, and other advances are transforming urban mobility. Planning ahead... can help cities capture the benefits of the shift, from cleaner air to easier journeys.

Connect with the McKinsey Center for Future Mobility®