麦肯锡：未来移动出行2022：从炒作变成现实（英文版）（15页）.pdf

1、March 2023Automotive&Assembly PracticeFuture mobility 2022:Hype transitions into realityProgress continued on many mobility fronts,even as challenges mounted.by Kersten Heineke and Timo MllerIn 2022,mobility was.on the move.This was a year of transition,which included some leaps forward and some ret

2、renchments.A few indicators of disruption became quite visibleeven part of daily life.More and more electric vehicles(EVs)can now be seen cruising down the roads.Newly installed charging points are popping up in many countries.Novel business models(for instance,cars as a subscription service or as a

3、 direct-to-consumer product)have blossomed.In city centers,car use has come under increasing scrutiny from government authorities,and micromobility options,such as electric scooters,are increasing.As for other realms of mobility,2022 was a year for realignment.Investments in air mobility failed to e

4、qual 2021s record,though many players are advancing their technologies and inching closer to regulatory approval.The fanfare around autonomous drivingonce the subject of record-breaking funding announcements,seemingly on a weekly basishas apparently subsided.But leading entrants are making tremendou

5、s technological progress,scaling their operations across multiple cities,and laying a path toward greater customer acceptance.The automotive sector faced significant headwinds,generated in large part by geopolitical issues and macroeconomic uncertainty.Many automakers have handled this difficult env

6、ironment with aplomb,building resilience in the expectation of a challenging near-term future.Some suppliers are suffering because of supply chain challenges and the contraction of the internal-combustion-engine market,but pockets of growth remain for those that can act boldly.In this article,we she