自动驾驶卡车——重塑供应链和基础设施.pdf

1、CONFIDENTIAL AND PROPRIETARY|2025 McKinsey&Company.This material is intended solely for your internal use and any use of this material without specific permission of McKinsey&Company is strictly prohibited.All rights reserved.Nov 2025Autonomous trucks re-imagining supply chains and infrastructure Mc

2、Kinsey&Company2Leader in McKinseys Center for Future Mobility in North America Specializes in autonomous vehicles and the commercial transportation ecosystem Leads McKinseys proprietary analytics and assets team globally on future of mobility in transportation and commercial vehiclesAssociate Partne

3、r,DetroitSaral ChauhanNetwork of world class thought leadersIn-depth expertise200khours of dedicated research each year by our researchers&practitionersIntegrated,cross-industry perspective360perspective covering all industries and institutions in the mobility ecosystemProprietary research&knowledge

4、 assets90publications in the last 3 years,based on proprietary research20+strategic private/public sector partners(e.g.,C40,World Economic Forum,VDA)The McKinsey Center for Future Mobility is the leading think tank on future mobility trends like Autonomous VehiclesAbout McKinsey Center for Future Mo

5、bilityMcKinsey&Company3Autonomous vehicles one of the major near-term mobility megatrends and have a deeply transformational impact Current status of technologyLevel of disruptionPace of future adoptionAutonomyConnectivityElectrificationShared mobilityAdvanced air mobilityPilot/early commercializati

6、onWell-establishedInitial scalingR&D phaseModerate and stable growthR&D phaseWell-establishedInflection point in adoption post 2027Growing but at slower rateModerate and stable growthDeeply transformationalMostly incrementalTransformationalDeeply transformationalSlightly transformationalFuture mobil