Electrifying the Road: Disruptive Shifts in Automotive Value Creation

The automotive industry is undergoing a profound transformation, driven by the convergence of autonomous driving, connectivity, electrification and sustainable mobility. Disruptive shifts are characterized by the emergence of numerous new S-curves in various dimensions, signaling the rapid evolution of the automotive landscape towards new fields of value creation. This research proposes a framework to explore the key dimensions shaping the future of transportation, including powertrain efficiency, battery technology, vehicle body design, electrical/electronic architecture, autonomous driving, and infrastructure. Tesla's innovative advances in these dimensions exemplify the disruptive impact that is reshaping industry standards.