Opportunities for investment
Future of mobility
Opportunities for investment
May 2019 uk/mobility2030
The mobility disruption is changing how we travel, purchase, and consume
Public health/ environmental policy
2019
deployment of the Ultra Low Emission Zone in central London through to 2021
Changing data infrastructure for smarter vehicles
4TB amount of data generated by an autonomous vehicle per second
Decline in aftermarket
~60% lower repair and maintenance costs over an EV's lifetime compared to ICE
`Aggregator' business models will impact downstream value
15x increase in downstream value pools due to services such as entertainment and retail
New supply chains emerge to support EV, AV and MaaS
50+%
decline in battery costs expected from now until 2030
Fleet operating costs will be optimised
29%
of heavy goods vehicles are currently running empty
Sources: Intel, Waymo, Bloomberg New Energy Finance, KPMG Mobility 2030 analysis, UBS electric car teardown
? 2019 KPMG LLP, a UK limited liability partnership and a member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative ("KPMG International"), a Swiss entity. All rights reserved.
On-demand mobility driving the rise of fleets
30-40%
decline in per-mile cost for MaaS vehicles
Future of mobility | 2
Acceleration of EV, AV and MaaS adoption expected from the mid-2020s
2017-2040 passenger vehicles in UK
EV penetration
2% 0%
2017
% of new car sales
% of parc
8% 27%
1% 2%
2020
2025
69% 20% 2030
94% 60%
2040
AV penetration
0% 0%
2017
% of new car sales
% of parc
0% 0%
8% 1%
2020
2025
26% 5% 2030
94% 40% 2040
MaaS penetration
% of new car sales % of parc
3%
3%
1%
1%
2017
2020
Source: KPMG Mobility 2030 analysis
11% 2% 2025
25% 6% 2030
? 2019 KPMG LLP, a UK limited liability partnership and a member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative ("KPMG International"), a Swiss entity. All rights reserved.
42% 17% 2040 Future of mobility | 3
The mobility disruption is connecting historicaly disparate value chains
Experience
Smart Home
Media
Retail Experience aggregator
Electric vehicle
Raw material manufacture
Tier II
Autonomous vehicle
Logistics
Strategic planning
Inventory management
Carrier service
Last mile delivery
Battery
Material mining
Battery manufacture
Battery management
systems
Reverse logistics
Customer or Fleet
Tier I
Security
Connectivity
Sensors
Hardware provider
Data platforms / processing
AV Solutions
OEM
Energy as a service Distributed generation
Retail
Wholesale & trading
Distributed storage
SmartGrid
Transmission
Centralised Generation
Energy
CP data services
Fuel Payment
Charge Point Operators
Installation services
Design & build
Electric vehicle infrastructure
Fleet refuelling services
Remarketing
SMR
Fleet management as a service
Account management and payments
Finance and insurance
Fleet services
MaaS Provider
Data services
Insurance Government and regulation
Vehicle management Public transport integration Infra-structure
Mobility as a service
Source: KPMG Mobility 2030 analysis
? 2019 KPMG LLP, a UK limited liability partnership and a member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative ("KPMG International"), a Swiss entity. All rights reserved.
Future of mobility | 4
Indeed, OEMs are starting to gather the key ingredients
Uber
Cruise
Maven
General Motors
Lyft Strobe
Autoliv
Luminar
Volvo
Uber
FBryeMewilierse
Autonomous Intelligence
Driving
NVIDIA
Moia
Volkswagen Group
Mobileye
Aurora
Velodyne
Ford Smart Mobility
Autonomic
Civilmaps
Ford
Argo AI
Transloc
Lyft
Motivate
Spin
Revv
Aurora
Grab
Hyundai
OEM MaaS
Migo
Waivecar
EV
AV tech
Supply chain Alliance
Careem
Turo
Via
NVIDIA
Bosch
Daimler
mytaxi
Uber
Drover Drivenow
Source: KPMG Mobility 2030 analysis
Uber
Yuko Grab
Getaround
Toyota
Triad
NVIDIA
May Mobility
Parkmobile Continental
Moovit
Intel
BMW
Reachnow
Delphi
Moovel Car2go
? 2019 KPMG LLP, a UK limited liability partnership and a member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative ("KPMG International"), a Swiss entity. All rights reserved.
Future of mobility | 5
The scale of the investment opportunity has increased exponentialy
Historic
A new $10 trillion industry is attracting significant investment
Smart mobility has attached investment of
$111 billion
since 2010
The top five ride hailing firms
are worth
$150 billion
$90 billion
carmakers in Electric Vehicles according
to Reuters
The investment opportunity and benefits are significant:
$9 trillion ?
potential global marketfor mobility and related services
$900 billion?
10% annual global market share of mobility market that Britain could secure within a decade by leading the way...
$50-100 billion
per year of additional estimated social and economic benefits
in UK by 2030...
Future (2030)
Source: KPMG Mobility 2030 analysis
? 2019 KPMG LLP, a UK limited liability partnership and a member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative ("KPMG International"), a Swiss entity. All rights reserved.
Future of mobility | 6
Investment opportunities exist across the mobility ecosystem
The future mobility ecosystem will consist of...
Example mobility investment types
Businesses
e.g. Mobility as a Service platforms
e.g. Commercial logistics businesses
&
Emerging business models
Fleet hubs and depos
Assets
Vehicle fleets `Cars'
EV charging stations `Plugs'
... supported by ...
Batteries and alternative fuels
Autonomy
Infrastructure
Road infrastructure
`Tarmac'
Real estate, parking and
servicing
Electricity grid
`Wires'
Telecoms Manufacturing
infrastructure infrastructure
`Pipes'
`Tools'
... all underpinned by ...
Data &
EV/AF
Physical
Connectivity infrastructure infrastructure
Financial ecosystem
Payments `enabling transactions'
Data sharing platforms `insight aggregation'
Cybersecurity
Key
Companies and technology
Infrastructure and assets
Source: KPMG Mobility 2030 analysis
? 2019 KPMG LLP, a UK limited liability partnership and a member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative ("KPMG International"), a Swiss entity. All rights reserved.
Future of mobility | 7
Investments vary by risk and reward appealing to different investor types
Illustrative investment opportunities
High
Potential investment requirements
Fleet 5G financing
Upgrade of roads
Smart AV grid Lanes
AV software
Repair/garages for AV/EV
MaaS platforms
EV charging infrastructure
Smart road infrastructure Distributed
Cloud/data centres Fleet
generation
financing
and storage
V2V/ V2I
Sensors
Integrated mobility platforms Traffic coordination technologies
Cyber/Security systems
EV/AV parking/ servicing
High resolution
maps
Battery manufacturing
Low Low
EV/ AF Infrastructure Physical Infrastructure
Likelihood of obsolescence
Data and connectivity New business models
High
Vehicle & manufacturing
Source: KPMG Mobility 2030 analysis
? 2019 KPMG LLP, a UK limited liability partnership and a member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative ("KPMG International"), a Swiss entity. All rights reserved.
Future of mobility | 8
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