ValuePoolReport
WhatUrbanMobilityWillLookLike
In2035
Foreword
Disruptionsfromnewtechnologiesandregulationsinmobilityarenotonlytransformingthewaywetravelbutarechallengingexecutivestofindnewrevenuestreamsandoperatingmodels.
Rapidlyexpandingmarketslikeelectricvehiclechargingandadvanceddriver?assistancesystemsholdpromiseforamoresustainable,equitable,andefficientmobilityfuture,whileon?demandservicesandsmartparkingservicesaremakingtravelmoreconvenientandenjoyable.
Businessleaderslookingtosteertheirfirmsthroughanuncertaineconomicclimateshouldusethisreporttounderstandhowtocapitalizeonuniquelygrowingmarkets.Tothatend,theOliverWymanForumhascompiledexpertopinionsandresearchonmacroeconomictrends,socialfactors,andmicroeconomicdriverstoforecastmobility’sgrowthtoa$1.1trillionindustryby2035.
Theanalysesnotonlyprovidein?depthinsightsintomajormobilitymodesandservices,butalsorevisitassessmentsandpastforecastsontechnologydevelopmenttoofferexplanationsonwhycertainsegmentshaveperformedbetterorworsethanpreviouslyexpected.
Thisreport,whichforecastsactivityacross14sectorsandfiveregionsto2035,offersanovelopportunitytoanticipatemarketswithananalyticaldepthnotseenelsewhere.
Contents
ExecutiveSummary 4
Asia 16
Africa 24
Europe 30
MiddleEast 37
NorthAmerica 43
RevisitingTheMobilityIndustry’s2030Forecast 50
HowWeMeasureMobilityIndustryGrowth 54
ExecutiveSummary
14
14mobilityservices
includedinOliverWymanForum’svaluepoolanalysis
Car-as-a-service
Micromobility
Digitalservices
Airmobility
Car-sharing
CarsubscriptionCarrental
Ride-hailing
Carpooling
Bike-sharing
Scooter-sharingMoped-sharing
Smartparking AirtaxisChargingservices
NavigationservicesADAS
In-vehicledigitalservices
Thenextgenerationoftechnologyisintersectingwithregulatoryshiftsandindu