Implications for OEMs The new mobility competitive environment is complex Traditional vehicle Mobility E-hailing and Car sharing manufactures providers mobility providers (e.g. Uber, Zipcar) Established Specialty OEMs (e.g. Tesla) OEMs and new entrants from the Technology Providers of mobility East (e.g. BYD) giants services, advanced safety, Emerging location-based services, in- OEMs vehicle content, and remote analytics Extended services to infrastructure (Smart roads Source: McKinsey Global Institute, “Automotive revolution - perspective towards 2030”, Jan 2016 and cities) Cornel Chiriac & Company 15
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