构建全自动驾驶汽车生态系统
The future of mobility Contacts Dubai Mark HaddadPartner+971-4-436-3000mark.haddad@strategyand.pwc.com Dr. Andreas GisslerPartner+971-4-436-3000andreas.gissler@strategyand.pwc.com Roy YammineManager+971-4-436-3000roy.yammine@strategyand.pwc.com Ruggero MorettoPrincipal+971-4-436-3000ruggero.moretto@strategyand.pwc.com MunichJonas SeyfferthDirector+49-89-545-25-0jonas.seyfferth@pwc.com About the authors Dr. Andreas Gissleris a partner with Strategy& Middle East, part of the PwC network. Based inDubai, he is a member of the mobility, aerospace, infrastructure, and tourism practice in the MiddleEast. He has more than 24 years of experience in advising clients from the automotive, mobility, andindustrial sectors in China, Europe, the Middle East, and the United States. His expertise includesconnected car, autonomous driving, and shared- and e-mobility strategies. Mark Haddadis a partner with Strategy& Middle East. He is a member of the mobility, aerospace,infrastructure, and tourism practice in the Middle East. He specializes in all aspects of surfacetransport and the future of mobility. He has 18 years of experience in Europe, the Middle East,and North Africa, advising top leaders and senior business executives in government-owned andprivate entities. He has led large-scale mobility and transport infrastructure programs in major citiesfocusing on strategy, financial planning, and innovation. Ruggero Morettois a principal with Strategy& Middle East. Based in Dubai, he is a member ofthe urban mobility team within the mobility, aerospace, infrastructure, and tourism practice in theMiddle East. He supports an array of clients in the Middle East, including transport authorities,service providers, and regulators. He specializes in urban mobility, focusing on strategic andfinancial planning, infrastructure development, smart mobility, and innovation. Roy Yammineis a manager with Strategy& Middle East. Based in Dubai, he is a member of themobility, aerospace, infrastructure, and tourism practice in the Middle East. He supports an array ofclients in the Middle East including transport authorities and regulators. He specializes in strategicand financial planning, operating model development, and transformations. Jonas Seyfferth also contributed to this report. EXECUTIVE SUMMARY Gulf Cooperation Council (GCC)1countries are on the brink of a mobility and industrialrevolution. Fully autonomous vehicles (FAVs) will redefine mobility in major cities. Across theregion, robo-taxis, robo-shuttles, robo-buses,2and passenger drones could make transportaccessible to all within fully automated, integrated, and demand-responsive networks.Weforecast that the global marketfor these technologies could be US$182 billion by 2035,including $18.7 billion in the GCC. The region could become a global FAV innovation leader,achieving the economic diversification andtechnology advances that are at the heart ofnational development plans. Already, these countries have made significant investments and launched visionary pilot projects. However,there are challenges. The fragmented institutional ecosystem hampers coordination when companies introducetransformative technologies. Regulation can be inconsistent or undeveloped. In thinking about FAVs, the publicworries about safety, reliability, ethical decision-making in accidents, and data privacy. Infrastructure doesnot meet FAV needs. Roads are designed for human drivers, whereas FAVs use sensors and communicationnetworks. Also, immediate infrastructure repairs can appear more important than readying citiesfor FAVs. In response, GCC cities need a new mindset to push FAV technology to mass commercialization throughthree tipping points: ready for a pilot project, ready to operate commercially, and ready toscale. Togetthrough these tipping points, GCCcitiesshould: •Institute holistic program management that allows FAV technologies to reach the scale needed forimplementation. Coordinate among government entities, technology companies, and mobilityproviders.•Define and activate the most relevant pilot projects for each technology.•Collaborate with national governments and regulators on legislation, regulations, and liabilityframeworks.•Invest in infrastructure to enable FAV piloting and scaling.•Cultivate an ecosystem of technology providers, operating companies, and startups. Regulatorsshouldsupervise the ecosystem, using publicly funded incentives.•Ensure convenience and integration into transport networks to encourage public andconsumeracceptance. THE PROMISEOFFAVs Imagine living in a city in which robo-taxis and robo-buses make mobility accessibleto everyone.Imagine these robotic transportation options being available to youat the touch of a button. Imagine having access to a fully automated, integrated,and demand-responsive network that takes you smoothly, swiftly, and safely toyour destination. Imagine a robotic fleet operating on cleaner energy sources andresulting in a fractio
