Future of Mobility
The technologies and trends driving innovation in the
emerging mobility ecosystem
SVB Frontier Tech Practice
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Executive Summary
The global transportation industry is ripe for disruption, as new
technologies, modes and platforms are emerging.
The transportation industry is undergoing significant structural changes,
brought about by a confluence of social, demographic, political, financial
and technological forces. An emerging mobility ecosystem is bridging the
gap between the digital and physical worlds, leveraging advances in
fundamental hardware, artificial intelligence and communications.
As a result of these rapid changes, the way people and goods move from
point A to point B will consist of technology-enabled, shared, multimodal,
electric and autonomous transportation. This report takes a deep dive into
the forces driving these changes, the players involved and the effect that the
emerging mobility paradigm will have on the industry and the economy.
Report Highlights
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• If the global transportation industry were a country, it would be the third-
largest economy in the world by annual revenue, behind only the US and
China.
• Although still in development, autonomous vehicle systems and hardware
have received more than $20 billion in funding over the past decade.
• By 2025, 25% of cars sold will have electric drivetrains, up from 5%
today.
• We expect maturation in electric vehicles in one to three years, shared
and multimodal transportation in three to five years and autonomous
vehicles in five to 10 years.
• We predict that the battle among ride-sharing companies, carmakers and
technology giants will result in each settling on partnering in its
respective area of expertise.
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The Transportation Industry Today: Poised for Incremental Change or
Mass Disruption?
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The Four Pillars of Mobility: The Future will be Shared, Multimodal, Electric
and Autonomous.
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Shared Transportation: Social and Capital Forces Shape a Shared
Mobility Network.
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Multimodal Transportation: A Seamless Mobility Platform Emerges,
Enabled by the New and the Old.
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Electric Vehicles: A Promising Future but Challenges Remain.
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Autonomous Vehicles: Amid a Global Wave of Funding, Will the Technology
Live Up to the Hype?
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Who Will Own the Mobility Platform of the Future? How Key Stakeholders
Are Placing Their Bets Today to Position Themselves for the Future.
Contents
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The Transportation
Industry Today
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