Timo Möller is a partner in our Cologne office and has led several research projects and cocreated several assets in his time at the firm.
In his leadership role at the McKinsey Center for Future Mobility, Timo focuses on strategic and operational questions about the disruptive trends in the mobility industry: connectivity, autonomous driving, electrification, and shared mobility. He also follows the next-horizon trends and analyses the potential application of these technologies in the mobility ecosystem, e.g., applied AI, Cloud & Edge Computing.
In addition, he has experience in operations, mainly in procurement and product development. Recent examples of his work include the following:
- shaping the growth strategy for a scale-up OEM focusing on vehicle efficiency
- developing the go-to market approach and setting up the sales function for a new battery cell manufacturer
- segmenting the customers for a disruptor luxury OEM
- evaluating the implications of electrification for an automotive power-train supplier and deriving strategic actions
- designing a digital-transformation program for a premium automotive OEM addressing changes driven by connectivity and big data
- shaping an innovation road map of a tier 1 automotive supplier in the face of disruptive industry trends
- developing business models to generate revenue from charging infrastructure
- supporting a global investor on a joint-venture decision for a sensor company
- assessing the future business implications of disruptions for a volume OEM
- developing a lithium-ion battery pack market model for an investor
- helping a global truck manufacturer develop a world-class procurement organization while capturing significant savings in materials cost
- supporting the change program of an R&D department to get ready for the future workload
Timo is also a regular keynote speaker and panelist on major mobility conferences and is regularly interviewed by journalists across Europe regarding related industry topics.
Published work
“New twists in the electric-vehicle transition: A consumer perspective,” McKinsey & Company, April 2025
“The battery chemistries powering the future of electric vehicles,” McKinsey & Company, December 2024
“Will autonomy usher in the future of truck freight transportation?,” McKinsey & Company, September 2024
“The hard stuff: Navigating the physical realities of the energy transition,” McKinsey & Company, August 2024
“How European consumers perceive electric vehicles,” McKinsey & Company, August 2024
“Spotlight on mobility trends,” McKinsey & Company, March 2024
“What technology trends are shaping the mobility sector?,” McKinsey & Company, February 2024
“Consumers are driving the transition to electric cars in India,” McKinsey & Company, September 2023
“Inside Indian consumers’ embrace of electric two-wheelers,” McKinsey & Company, September 2023
“Gearing up for mobility’s future with quantum computing,” McKinsey & Company, September 2023
“McKinsey Technology Trends Outlook 2023,” McKinsey & Company, July 2023
“Hands off: Consumer perceptions of advanced driver assistance systems,” McKinsey & Company, July 2023
“The future of mobility,” McKinsey Quarterly, April 2023
“Work the core: How auto suppliers can get fit for the EV transition,” McKinsey & Company, March 2023
“Infrastructure technologies: Challenges and solutions for smart mobility in urban areas,” McKinsey & Company, March 2023
“Future mobility 2022: Hype transitions into reality,” McKinsey & Company, March 2023
“Shared mobility: Sustainable cities, shared destinies,” McKinsey & Company, January 2023
“The metaverse: Driving value in the mobility sector,” McKinsey & Company, January 2023
“Transition to net zero: Road mobility,” McKinsey Quarterly, August 2022
“Five trends shaping tomorrow’s luxury-car market,” McKinsey & Company, July 2022
“Can the automotive industry scale fast enough?,” McKinsey & Company, May 2022
“Mobility’s rebound: An industry recovers, but where is it heading?,” McKinsey & Company, December 2021
“The future of interior in automotive,” McKinsey & Company, November 2021
“Why the automotive future is electric,” McKinsey & Company, September 2021
“Shared mobility: Where it stands, where it’s headed,” McKinsey & Company, August 2021
“The impact of electromobility on the German electric grid,” McKinsey & Company, June 2021
“The irresistible momentum behind clean, electric, connected mobility: Four key trends,” McKinsey & Company, April 2021
“Unlocking the full life-cycle value from connected-car data,” McKinsey & Company, February 2021
“From no mobility to future mobility: Where COVID-19 has accelerated change,” McKinsey & Company, December 2020
“What the future of mobility holds for chemical players,” McKinsey & Company, September 2020
“Five COVID-19 aftershocks reshaping mobility’s future,” McKinsey & Company, September 2020
“The unexpected trip: The future of mobility in India beyond COVID-19,” McKinsey & Company, July 2020
“Why shared mobility is poised to make a comeback after the crisis,” McKinsey & Company, July 2020
“The impact of COVID-19 on future mobility solutions,” McKinsey & Company, May 2020
“The future of mobility is at our doorstep,” McKinsey & Company, December 2019
“The new realities of premium mobility,” McKinsey & Company, November 2019
“How automakers can master new mobility,” McKinsey & Company, September 2019
“Snapshots of the global mobility revolution,“ McKinsey & Company, March 2019
“Start me up: Where mobility investments are going',” McKinsey & Company, February 2019
“Redefining what it means to be a ‘car person',” McKinsey & Company, February 2019
“Return to sender: Resolving the automotive-recall resurgence,” McKinsey & Company, February 2019
“A long-term vision for the European automotive industry,” McKinsey & Company, January 2019
“Reserve a seat—the future of mobility is arriving early,” McKinsey & Company, December 2018
“Profiling tomorrow's trendsetting car buyers,” McKinsey & Company, December 2018
“Setting the framework for car connectivity and user experience,” McKinsey Quarterly, November 2018
“Route 2030: The fast track to the future of the commercial vehicle industry,” McKinsey & Company, September 2018
“The future of mobility in India’s passenger-vehicle market,” McKinsey & Company, July 2018
“What a teardown of the latest electric vehicles reveals about the future of mass-market EVs,” McKinsey & Company, March 2018
“Accelerating the car data monetization journey,” McKinsey & Company, March 2018
“What US consumers think of shared mobility,” McKinsey & Company, November 2017
“How mobility players can compete as the automotive revolution accelerates,” McKinsey & Company, October 2017
“What’s sparking electric-vehicle adoption in the truck industry?,” McKinsey & Company, September 2017
“Savvy and sophisticated: Meet China’s evolving car buyers,” McKinsey & Company, September 2017
“Urban commercial transport and the future of mobility,” McKinsey & Company, September 2017
“The automotive revolution is speeding up,” McKinsey & Company, September 2017
“Dynamics in the global electric-vehicle market,” McKinsey & Company, July 2017
“China’s electric-vehicle market plugs in,” McKinsey Quarterly, July 2017
“Self-driving car technology: When will the robots hit the road?,” McKinsey & Company, May 2017
“How shared mobility will change the automotive industry,” McKinsey & Company, April 2017
“Electrifying insights: How automakers can drive electrified vehicle sales and profitability,” McKinsey & Company, January 2017
“How the convergence of automotive and tech will create a new ecosystem,” McKinsey & Company, November 2016
“Will car users share their personal data?,” McKinsey Quarterly, October 2016
“An integrated perspective on the future of mobility,” McKinsey & Company, October 2016
“Monetizing car data,” McKinsey & Company, September 2016
“Creating value from car data,” McKinsey & Company, March 2016
“Disruptive trends that will transform the auto industry,” McKinsey & Company, January 2016
Education
RWTH Aachen University
PhD, business administration
Technische Universität Darmstadt
Diploma, industrial engineering
