Carmakers Risk Losing 40 Percent Of Today's Profit Pools When Electric Robo-Taxis Take Off

Carmakers Risk Losing 40 Percent Of Today’s Profit Pools When Electric Robo-Taxis Take Off

Waymo plans to launch a fleet of robotic taxis for Phoenix-area commuters later this year. Predicting the future of transportation is a dangerous game these days given all the disruption being caused by three big trends: vehicle electrification, autonomous driving, and shared mobility. Exactly how we’ll all be getting around in 10 or 15 years is still anyone’s guess at this point. But at Boston Consulting Group, automotive industry researchers are convinced of one thing: the sources of profitability in the auto industry will profoundly change by 2035, and traditional carmakers are likely to get clobbered. By then, says […]

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