Skip to main content Skip to footer

Rebooting Autonomous Driving

December 12, 2021


In brief

Wrangling a late-blooming disruptor


Connectivity is considered the prerequisite for everything from new business models to customer experiences.

Autonomous Driving (AD)

Technical progress is taking longer and investments are higher than previously expected for level 4 and level 5 autonomy.

Shared Mobility

Cautious consumer behavior and social distancing practices have a disruptive impact on shared mobility in the short and medium term.


Core drivers of electric vehicle (EV) adoption continue to be purchase incentives and charging infrastructure availability.

“AD has a lot of uncertainties coming from sensing or sensor data. That’s the biggest flaw.”

— Leading Semiconductor Company, Product Manager

Restarting the race for incumbent OEMs


Current market share of Level 2 vehicles.


New vehicles sold in the next generation will be capable of Level 2 driving.


Level 2 vehicle market share by 2030.


Level 3 and 4 vehicle market share by 2030.

“Standalone AI technology will not make real AD come true. Infrastructure is needed—otherwise it cannot be 100% safe and intelligent. Even L3 or L4 is very hard to be achieved in high degrees of complexity like high speed.”

— German Automotive Supplier, Management Member

Imperatives for incumbent OEMs


Start investing iteratively in AI.


Get the preconditions right by becoming software-defined.

Fleet analytics

Use fleet analytics to develop relevant big data and edge cases.


Actively develop and define the AD market based on the insights from analytics, big data and edge cases.


Form partnerships to help speed time to market and reliability.

About the Authors

Gabriel Seiberth

Managing Director – Digital Automotive, Industry X.O and Innovation