Carmakers’ Strategies in Smart & Shared Mobility

Learn about the leadership status of players in Connected, Autonomous & Shared Mobility

• Learn about the strategies and roadmaps of leading carmakers in ride-hailing, car-sharing, micro-mobility, and EV charging among other business models.
• Understand how the dynamics of Mobility-as-a-Service will evolve by 2030 in China, Europe and the USA.

Understand how carmakers are positioned in Smart and Shared Mobility across 10 business models

1. B2C & P2P car-sharing, free-float and station-based
2. Taxi / P2P ride-hailing, incl. electrified fleets
3. Automated Mobility On Demand (AMOD_ / robotaxis
4. Micro-Mobility (e-bikes, e-scooters, other)
5. Multi-modal transport (e.g. Moovel)
6. Connected parking (e.g. Park Now)
7. Electric vehicle charging, such as VW’s Elli
8. Online car sales and subscription services
9. Urban Air Mobility Investments & Strategies
10. Other Aftersales services (e.g., predictive maintenance, battery swapping, etc.

Table of Contents

1. The State of Competition in Shared Mobility
   1. Competitive Landscape & Carmaker Offerings in Shared & Smart Mobility Services
   2. Carmaker Revenues from Financial Services & Mobility segments
   3. $11+ billion of Investments by Carmakers in Mobility Startup
   4. Key Partnerships in Mobility in 2020-21: the Evolving Landscape
   5. New battlefronts in Shared Mobility
   6. Market growth in emerging markets
   7. The crucial role of China
   8. New Mobility, incl. Shared services, presents an additional $1.5 trillion opportunity
   9. Five New Revenue Pools for Automated Mobility
2. Drivers & Trends Shaping the Future of Shared & Smart Mobility Services
   1. Segmentation and Definitions of Shared & Smart Mobility Services
   2. Consumer demands are shifting driven by Digitalization, urbanization & sustainability
   3. Carmakers rethink their Online Car Sales Strategies & Digital Sales Channels
   4. Enabling Technology for Smart Mobility
   5. Digitalization: Connectivity, Big data, Cloud
   6. The role of blockchain for Security & Privacy in Mobility Services
   7. Autonomous Driving, Software & AI
3. Carmakers’ Strategies in Shared & Smart Mobility
   1. Audi
      1. Audi’s Car Sales & Revenues
      2. Audi’s Vision in Mobility, incl. Autonomous, Electric and Shared Mobility
      3. Investments related to Smart Mobility & key partnerships
      4. Assessment of Mobility Service Portfolio
   2. BMW Group
   3. Mercedes-Benz
   4. Ford
   5. General Motors
   6. Honda
   7. Hyundai-KIA
   8. Jaguar Land Rover
   9. Porsche
   10. Renault-Nissan-Mitsubishi Alliance
   11. Stellantis: ex-FCA & PSA Group
   12. Tesla Motors
   13. Toyota Motors: Lexus and Toyota
   14. Investments related to Smart Mobility & key partnerships
   15. Toyota’s Mobility Service Portfolio
   16. Volvo
   17. Volkswagen
4. Connected, Autonomous, Shared & Electrified Mobility in China, Germany, California & India
   1. Summary of Maturity of MaaS across major geographies
   2. Smart Mobility in China
      1. Urbanization & environmental policy shape new Mobility Needs in China
      2. MaaS Regulation in China: NEVs & ICVs at the centre of Gov.’s policy
      3. DiDi “monopolizes” the booming Ride-hailing industry
      4. Deployment of Lv.4 Autonomous Robotaxi accelerating in China
      5. Low adoption of Car-sharing in China
      6. The limited EV charging network hinders MaaS adoption
      7. Bike-Sharing popularity have slowed down recently
   3. The Status & Outlook of Smart Mobility in Germany
      1. Germany’s car-sharing market rebounded in 2021 driven by free-floating
      2. Micro-mobility: Bike Sharing
      3. Scooter sharing is dominated by six major players
      4. Germany’s EV Charging network doubled in 2020
      5. Urban Air Mobility coming to German cities
   4. The Status & Outlook of Smart Mobility in California, USA
      1. Mobility Challenges in California
      2. Ride-Sharing market in California: Uber & Lyft
      3. Car-sharing/P2P car sharing projects
      4. Car subscription models in California
      5. Micro-mobility
      6. Automated Driving & Autonomous Deliveries
      7. EV charging infrastructure and business models in the USA
      8. Three Key players in Smart Parking in California
   5. Car sharing in North America vs. Europe
   6. Shared Mobility in India

Carmakers Accelerate their Online Car Sales Strategies & Digital Sales Channels

Online car purchases fuelled by e-commerce rise, enabling tech for a better shopping experience.

The COVID-19 pandemic acted as a catalyst for more consumers to turn to online purchases including vehicle sales.

According to McKinsey’s recent survey, consumers are now more interested in contactless shopping services and among them, more than two-thirds of the younger consumers prefer online car shopping instead of visiting dealerships.

Understanding the challenges and the purchasing criteria of today’s connected customer

Online share of total retail sales historically rises as an increasing proportion of consumers tends to search, compare and eventually shop online.

The challenges and the purchasing criteria of today’s connected customers evolve continuously and differ from previous times. Product specification, device interoperability.

Connectivity, Content/service availability affect personalised shopping experiences.

In this direction, major carmakers have recently started collaborating with digital retail providers in order to digitalise their sales platform (and/or their dealerships platforms) and enhance consumers’ accessibility to online vehicle sales.

A recent example is Tekion’s EV-focused retail software for General Motors’ dealers. Tekion will provide GM dealers with its retail management software that will make it easier to purchase Chevy, Cadillac, Buick or GMC EVs.

Players are joining forces in mobility to avoid disruption from new entrants

Car sharing and ride sharing are two of the forms of transportation that have attracted a lot of interest and investment since the remaining types are highly fragmented.

Leading carmakers are racing to position themselves to take advantage of new opportunities and compete with new entrants.

Daimler’s with Car2Go leads B2C Car sharing and in 2019 announced a deeper strategy shift to focus on mobility with its restructuring. Also, it has announced an alliance with BMW Group to merge their business units and offer customers a single source of urban mobility. Each company will hold 50% of the new joint venture.