1Q 2021

Ecosystem Strategy for e-Mobility: Business Model Innovation Beyond the Status Quo

Carriages went horseless more than a century ago, since then, the vehicle industry business model has been consistent: Design, develop, manufacture, and sell vehicles, then move on to the next generation. In a world of ubiquitous connectivity, e-commerce, congestion, and climate change, the business model must change.

Combining evolving travel, work, and residential landscapes with multiple new technologies in e-mobility creates both the opportunity and the need for stakeholders to rethink business models. To both spur the adoption of new technologies and achieve a business benefit, e-mobility companies need to form close partnerships with vendors in adjacent sectors and even make direct investments. Collaborating and investing can help overcome classic chicken-or-egg challenges, such as ensuring adequate charging infrastructure to support widespread EV deployment or securing simple access to connected vehicle data for third-party service providers and municipal planners. Ultimately, partnerships will enable a smoother transition for users and secure funding deployments.

This Guidehouse Insights report looks at the strategic actions and ecosystem benefits of vehicle industry innovation. The report explores the need for charging infrastructure development, easier modality transitions, and ecosystem diversity. In addition, the report provides accelerators and inhibitors of the emerging ecosystem and offers recommendations for market stakeholders.

Pages 18
Tables | Charts | Figures 2
  • How should cities be looking at the e-mobility ecosystem to ensure that transportation is affordable, accessible, and equitable for all residents?
  • Where should stakeholders be investing to rebuild their business models for the 2020s and beyond?
  • What can be done to make the e-mobility ecosystem more resilient?
  • How does a revamped e-mobility ecosystem interact with smart city, connected distributed energy resources, networked buildings, and the neural grid?
  • Automakers and suppliers
  • Transportation infrastructure providers
  • Public transit planners
  • Local and regional transportation policymakers
  • Urban planners
  • Mobility service operators
  • Connectivity providers
  • EV charging infrastructure providers
  • Investor community


Executive Summary

New Business Models Made Possible by Technology

Building and Selling Vehicles Isn’t Enough

Transitions Must Be Easier

Ecosystem Diversity Is Essential to Resilience

Opportunities in the e-Mobility Ecosystem

Ecosystem Interactions

Accelerators and Inhibitors to an Emerging Ecosystem

Moving Beyond Selling Vehicles

Charging Needs to Be Widely Accessible & Modal Shifts in Mobility

Adjacent Businesses Must Come Together

Conclusion & Recommendations, Additional Resources, Acronyms, & Contacts

  • Accelerators and Inhibitors to an Emerging Ecosystem
  • On-Street Plug-in EV Population and Fast Charging by Region, World Markets: 2015-2030

This report may be accessed via a subscription only.

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