Will autonomy usher in the future of truck freight transportation?

Autor: Kelkar, Ani, Heineke, Kersten, Kellner, Martin, Moller, Timo
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Zdroj: McKinsey Insights; 9/25/2024, pN.PAG-N.PAG, 1p
Abstrakt: According to McKinsey analysis, autonomous truck fleets have the potential to create a $405 billion market by 2035. The use of autonomous vehicles (AVs) could help address the shortage of truck drivers, which is a pressing issue in the industry. However, the adoption of AVs in trucking is likely to be delayed by another year. Major OEMs are still committed to autonomous trucking and are investing in bringing these vehicles on the road in the second half of this decade. The technology underpinning autonomous trucks includes hardware such as sensors and software for environmental perception and decision-making. Scaling autonomous trucking faces challenges such as edge cases, availability of core parts, and regulations. AVs could significantly reduce transportation costs, which have been increasing in recent years. Autonomous trucking is expected to develop with two use cases: constrained autonomy with driverless operations on highways and full autonomy for DC-to-DC operations. The adoption of autonomous trucks is projected to vary across regions, with the United States having the fastest adoption rate, followed by China and Europe. The market size for autonomous heavy-duty trucking is estimated to reach $616 billion in 2035 in China, the United States, and Europe. Two emerging business models for autonomous trucking are driver-as-a-service (DaaS) and capacity-as-a-service (CaaS). The adoption of autonomous trucking will have implications for the mobility ecosystem, including industry consolidation and the emergence of new participants. Companies in the trucking industry can prepare [Extracted from the article]
Databáze: Complementary Index
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