2024-12-30-Oliver_Wyman-2025年城市出行展望_57页_1mb

Urban Mobility Forecast to 2035

• Global Growth: The mobility industry is expected to grow from $389 billion in 2023 to $1.1 trillion by 2035, with Asia leading at 11% annual growth, North America and Europe at 9%, Africa at 8%, and the Middle East at 6% (on par with North America).

• Key Growth Drivers: Digital services like EV charging and ADAS are the fastest-growing (25%+ CAGR), while traditional car-as-a-service sees modest increases in underdeveloped regions like Africa and parts of Latin America.

• Regional Leaders: Asia dominates (50% of global market by 2035), followed by Europe (22%) and North America (25%). Africa and the Middle East are emerging markets with high growth potential.

• Technology Focus:

  • ADAS: Europe and Asia are driving ADAS adoption due to regulations, rising from $0.3B in 2023 to $54B by 2035.
  • EV Charging: Rapid growth in Asia, Europe, and Africa, driven by government policies and EV adoption.
  • Intelligent Parking: Europe and Asia have the most mature smart parking implementations.

• New Mobility Models: Autonomous vehicles (AVs) will reduce costs and increase usage, reshaping car rental, subscription, and ride-hailing services. V2X partnerships will enable seamless mobility experiences.

• Shifts in Travel Patterns: Personal vehicle dominance in North America will decline; EVs will lead sustainable transport. Micromobility thrives in urban development plans globally.

• Challenges: Bureaucratic hurdles in Africa and Latin America repress growth. Consumer affordability and trust for on-demand services remain barriers.

• The Future: Players choosing user-centric, tech-enabled, and scalable models—prioritizing social equity—will steer sustainable urban mobility experiences.