Our Mobility Data

Automotive components

Revolutionizing automotive strategies with data-driven precision for optimal portfolios, market entries, and risk mitigation
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Navigate the future of the automotive industry with our data-driven, end-to-end supply chain modeling, covering raw materials to components to emissions, while accounting for technology disruptions. Validate your business strategy for innovation, sustainability, and profitability in a dynamically evolving market.

In addition to our data offering, we empower through bespoke workshops to share insights on current and future automotive technology trends, enabling the design of cost-effective vehicles. To do so, we use our collective 200+ years of experience and our perspective on cost and market growth implications.

OUR MOBILITY DATA PRODUCTS

Vehicle volumes

Vehicle production outlook based on regulation, technology trends, and customer adoption
Output

Vehicle production forecast in units with granularity on vehicle type, autonomous driving, and connectivity level

Import and export of vehicles worldwide, including transportation mode between countries

Capabilities

Country-level view until 2035

Different scenarios around vehicle growth, electrification rate, and technology adoption

Available by powertrain type, vehicle segment, autonomous driving level, connectivity level, E/E architecture level, and more

Differentiator

McKinsey proprietary view on demand-based electrification uptake relating to regulation, total cost of ownership, and charging infrastructure

Granular view on autonomous driving prevalence based on McKinsey’s close-knit involvement with leading clients in the industry

Integration of McKinsey technology adoption and consumer adoption surveys

Automotive component market sizes

Demand forecast of automotive hardware and software and exploration of disruptive impact by trends such as electrification and autonomous driving
Output

Revenue forecast in USD for automotive hardware and software components

Projection of unit installation of automotive components

Capabilities

100+ components

Geographical breakdown into vehicle production countries

20+ vehicle types

Split by technology type (e.g., E/E architecture, e-motor type, autonomous driving level), linked to 4 technology scenarios

Differentiator

McKinsey proprietary view on industry price development and component take rates based on a broad database of vehicle teardowns

Validation of market model parameters over years of close collaboration with 400+ industry leaders

Direct link to McKinsey vehicle volume forecast, ensuring consistency of market assumptions

Raw materials in automotive

Demand forecast of automotive raw materials and semiconductors, as well as the expected greenhouse gas emissions
Output

Raw material demand forecast in tons for automotive components

CO2 emissions of component production in tons

Semiconductor demand forecast in USD and wafers for automotive electronics

Capabilities

50+ raw materials comprising metals, plastics, glass, and more, including corresponding manufacturing process (e.g., stamping, forging, casting)

Emissions split by raw material extraction and manufacturing process

30+ semiconductor types (e.g., MOSFET, LED, processors), including node size differentiation (e.g., 9 nm, 90 nm)

Differentiator

McKinsey proprietary view on the development of component material composition and weight based on a broad database of vehicle teardowns

Carbon footprint integrating McKinsey Catalyst Zero’s regional emission factors and proprietary view on energy consumption of machining processes

Customized automotive semiconductor view of technology developments based on involvement with electronics industry leaders

Direct link to McKinsey vehicle volume forecast, ensuring consistency of market assumptions

Vehicle benchmarking

Exploration of design choices and their impact on key vehicle metrics around cost, emissions, and material demand
Output

Industry-average bill of materials in USD, kg, and CO2 emissions for customizable vehicle archetypes

Vehicle-individual bill of materials in USD for latest vehicle models

Capabilities

Customizable vehicle configurations that are fed into live calculations generating detailed bill of materials for 100+ components (e.g., C-segment electric vehicle with 80 kWh battery produced in China in 2028)

Current bill of material breakdowns along 30 sub-systems for 10+ latest electric vehicles from technology leaders and disruptors

Benchmarking of key vehicle performance metrics (e.g., material choices, battery energy density, electric motor power density)

Differentiator

Validation of cost structures and technology assessment over years of close collaboration with 400+ industry leaders

Access to encompassing teardown database in collaboration with global leader, enabling customized cost analyses

Direct link to McKinsey costing centers around the world with specialized cost engineers

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Electric vehicles
Mobility electrification model forecasting EV adoption and the corresponding required infrastructure, enabling quantitative assessment of demand and market attractiveness
Goods mobility
Comprehensive, data-driven suite of market models, including industry-wide profit pools, market projections for the adoption of new technologies, and a fleet market scan

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