Analysis Of The Next-Generation Mobility Value Chain

In the previous post I described a new value chain that will connect companies providing on-demand mobility and three emerging models for the realization of this value chain. This value chain is the result of the consumer shift from a car ownership-centric transportation model to a hybrid model that blends car ownership with mobility services, and the stated intent by the providers of certain of these services to adopt of Autonomous Connected Electrified (ACE) vehicles. A corresponding value chain, that we will examine in future posts, is being developed around the application of ACE vehicles in various forms of logistics. Various acquisitions, partnerships, and investments by automotive industry incumbents and by companies that already provide on-demand mobility services, or intend to do so, including the recently announced partnerships between Waymo and Avis, and Apple and Hertz, indicate that this value chain, which I call ACE mobility services value chain, is starting to quickly materialize. In this post I provide a deeper analysis of the emerging value chain in the process exploring investment opportunities in tomorrow’s leading businesses.

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A new value chain for next-generation mobility

This post first appeared on 4/27/17 in O’Reilly’s site.

In my book, The Big Data Opportunity in Our Driverless Future, I make two arguments: 1) that societal and urban challenges are accelerating the adoption of on-demand mobility, and 2) technology advances, including big data and machine intelligence, are making Autonomous Connected and Electrified (ACE) vehicles a reality. ACE vehicles and on-demand mobility will cause three major shifts that can lead to the disruption of the automotive and transportation industries: a consumer shift, an automotive industry shift, and a mobility services shift.

In this post, I examine what is causing these shifts, the value chain that is emerging as a result of these shifts, big data’s key role in the value chain, and the models being created around this value chain.

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Monetizing Personalized Transportation Experiences by Exploiting Big Data

The Consumer Electronics Show (CES) is starting later this week and will be followed by the Detroit Auto Show (DAS). Both shows will serve as venues for the automotive industry to showcase Autonomous Connected Electrified (ACE) vehicles and new Mobility Services. ACE vehicles combined with Mobility Services such as ridesharing, car sharing and multimodal transportation options will give rise to a new personal mobility model that combines car ownership with car access. These innovations and the emerging model are creating two challenges for the automotive industry.

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