This document discusses the disruption in the automotive and mobility industries driven by new technologies like computing, connectivity, sensing, big data and artificial intelligence. Key trends include urbanization, sharing economies, and autonomous vehicles. The mobility revolution will shift from car-centric to user-centric transportation with zero emissions, accidents, and ownership as people increasingly rely on ridesharing and robotic car sharing. Vehicle ownership models are changing, and both incremental and disruptive changes will come from new players in ecosystems around mobility as a service.

1. New Mobility World
Market Disruption in Automotive and Beyond
Harry Strasser
Executive Partner – Digital Convergence

2. Key Drivers of Digital Transformation
Computing
Connecting
Sensing
2020
Smart
Everything
Mobile
and Cloud
Big Data
Internet of
Things
Artificial
Intelligence
New Business
Models
New Ecosystems
Open Innovation

3. … impacting Societal Megatrends
Urbanization Demographic Change
Digital – Physical LifeSharing Economy

4. … driving Cross-Industry Transformation
Automotive
Urban
Sector
Insurance,
Security
Transportation
ICT
Industries
Consumer
Electronics,
Leisure
Energy,
Utilities,
Agriculture

5. Shift from Car-centric to User-centric Mobility

6. The Mobility Revolution
Zero Emissions
Zero Accidents
Zero Ownership

7. Ridesharing Bookings from $100bn in
2020 to $300 bn in 2030
20% of Vehicles in Urban Centers with
Shared Use by 2020
400 mio. People will rely on Robotic
Car Sharing by 2030
1.3 mio People killed, 90% by Human Error
Fatality Rate per bn km is 0.003 by Plane vs. 2.57 by Car
37% of Car Users ready to switch Car
Brand for better Connectivity (China 60%)
250 mio. Connected Vehicles by
2020
25% refuse to share
Data with OEMs
50% of Generation Y use Apps
for Travel Planning
Sources: ABI Research, Gartner, EY, McKinsey&Company, FIA

8. Autonomous Driving
Source: Ernest&Young, 2016
Workplace of the Future …
… Place of Relaxation and Enjoyment

9. Evolution Path to Autonomous Driving
0 1 2 3 4/5
Regulated by Law and introduced into
The Market.
Not regulated by Law and under Research.
Responsibility
DegreesofAutomation
Info
Assis-
tance
Partial
Auto-
mation
Highly
Automated
Driving
Fully
Automated Driving
VehicleDriver

10. Vehicle Ownership and Vehicle Control
Source: Morgan Stanley Research 2016
Human driven
car-sharing
Vehicles
Owned Shared
TODAY:
Human driven,
owned Vehicles
Owned
autonomous
Vehicles
“Robo Taxi”
Autonomous
Human Driven

11. Change will happen – Incremental and/or Disruptive
Disrupter ViewAutomotive View
 Incremental
Evolvement
 Extended
Ecosystem
 Current Model
sustained
 New Age with
on-demand
autonomous Cars
 Tech Companies
Catalysts for
Transformation
 No Legacy

12. Emission Free Driving
Product and Business Model Innovation
Internet Culture
Key Challengers and Disrupters
Ride Sharing Disruption
Smartphone App driven Business Model
Autonomous Taxis
Google Waymo – Apple Car Play
Customer Experience and Customer Data

13. Statements from Automotive Leaders
We‘ll produce self driving taxis in 5 years.
Mark Field, CEO Ford
We want to be the new disruptors instead of being disrupted.
Dieter Zetsche, CEO Daimler
TOGETHER – Strategy 2025" provides the framework for our evolution from
car manufacturer into a world-leading provider of sustainable mobility.
Matthias Müller, CEO VW Group
Our entire industry is in an historic transformation. The digital
transformation is changing existing business models.
Rupert Stadler, CEO Audi
The mobility of the future will re-establish connections between all areas of
life. We see new opportunities here for premium mobility.”
Harald Krüger, CEO BMW

14. New Ecosystems
Uber
Lyft
Didi
Google
MicrosoftToyota
TATA
Fiat
Chrysler
GM
Daimler
VW
BMW Drive
Now
Sixt
Scoop
Sidecar
Cruise
Automation
Apple
Ford
Baidu
Nokia
HERE
Gett
Blacklane
MyTaxi
Ride
Scout
Car2Go
$258
mio
$137
mio
$100
mio
$
$
$1 bn
$39 mio
$500
mio
$1 bn
$11 mio
$
$300
mio
Source: Bloomberg, 2016
OEMs
Disruptors
IT companies