Themes 2022

Mobility

Megatrends such as electrification, autonomy and active safety are picking up momentum across all forms of mobility. At its forefront, the future of mobility is highlighted by accelerating momentum in electric vehicles (EVs). Nearly all major auto manufacturers have announced electric vehicle plans. In addition, a wave of new mobility applications are being introduced across rail, trucks, buses, aviation, and even marine.

Technology developments such as increased processing power, widespread communications network coverage, and large-scale data processing and machine learning are facilitating disruption. We see ADAS (advanced driver assistance systems), connectivity and next-gen cockpit/HMI (human to machine interface) related revenue streams achieving the most near-term widespread adoption, with electrification coming in the 2023-2025 timeframe, and autonomy later in the decade.

What we’re watching

  • Electric Vehicles
  • Autonomous Vehicles
  • Batteries
  • Semiconductor Shortages & Disruption in the Supply Chain
  • Rail Automation and Autonomy
  • Corporate Initiatives Helping Fuel Adoption of Lower Carbon Emitting Transportation
  • Aircraft Electrification
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“The story of reinventing mobility overlaps with sustainable investing in a significant way. New technologies and business models are emerging that address some of society’s biggest problems including emissions, health, safety, and finite resources.”

The Future of Mobility Primer