The automotive industry is under disruption. The business press
heralds that disruption daily as businesses act to position
themselves for the future. The direction of transformation is clear
but the route there, the pace of change, and the motive forces that
will shape the market of the future require more analysis. In the
future, vehicles will be Autonomous, Connected, Electric, and
Shared. These elements of the mobility future are so well accepted
the only real variance is the acronym chosen to represent them:
ACES or CASE. The transition to that future is depicted as the
inevitable march of technology with companies competing to own a
share of the future market.
Analysis of the pace of change and the path for technological
integration is too narrow, however, if it does not encompass the
significant impact of consumers or more generally customers as well
as governments and regulators. A push-pull analysis of the market
from the mobility industry's perspective is
