Where are the global investment hotspots?
Overall disclosed investment in mobility sectors has increased dramatically over the past 10 years. We estimate that at least $450bn has been invested into 4 segments – Electric vehicles, connected and autonomous Vehicles, shared mobility services, and related industries - over the last five years alone. Investment in 2019 ($93bn), while below the 2018 peak of $134bn, is comparable to the entirety of recorded investment between 2010 and 2013.
The largest area of investment to date has been in shared mobility, which includes well- publicised investments and IPOs in the areas of ride-hailing and last-mile logistics. However, we believe we are seeing three waves of investment: Firstly, in shared mobility, secondly, electric vehicles (EV) and connected cars, and thirdly, autonomous vehicles (AV), corresponding to the relative maturity
of each industry.