Forks in the Road: Navigating industry disruption

Boston Consulting Group, May 4, 2016

2015 brought record sales and profitability to the global auto industry. But current success is no guarantee of future success: it’s clear to all that a new road lies ahead. Fueled by new technology and consumer needs, non-traditional competitors are entering the auto industry with connected software, artificial intelligence, alternative fuels, and shared mobility networks. For those new entrants—such as Tesla with electric vehicle technology, Uber with its collaborative consumption model, and Google and Apple with autonomous vehicles—industry shifts signal opportunities. But for incumbents, they represent uncertainty and perhaps even an existential challenge.

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