The impact of the autonomous, connected and shared vehicle: from the traditional automotive industry to the new mobility value chain

The article analyses the impact of the autonomous, connected and shared vehicle in the value chain of the automotive industry. Through the case study of four companies, it is shown that the value chain focuses on the services associated with autonomous driving and connectivity instead on the product (vehicle). In this context, companies linked to new mobility have positioned themselves at the first levels of supply, participate in activities with the highest added value and develop most of the technological innovation within the chain. These companies have acquired high decision-making power, even over car manufacturers. Regarding the implications, based on the obtained results, it is derived that governments should promote the implementation of companies with technologies linked to the new mobility since it reverts to an improvement in the technological level, higher income and quality jobs in the country. Therefore, the successful implementation of technology providers depends, to a large extent, on access to training and the capacity for innovation present in a region and it will favour an attraction effect for foreign companies related to the new movement that want to invest and install themselves in the parents.

Automated summary

The article analyzes the impact of autonomous, connected, and shared vehicles on the automotive industry value chain. Through case studies of four companies, it is found that the value chain focuses more on services related to autonomous driving and connectivity rather than the vehicle product itself. Companies linked to new mobility have positioned themselves at the forefront of the supply chain, participating in activities with the highest added value and driving most of the technological innovation. These companies have gained significant decision-making power, even surpassing car manufacturers. Based on the findings, the article suggests that governments should promote the implementation of companies involved in new mobility technologies, as this will lead to higher technological levels, increased income, and quality job opportunities in the country.