Automation is one of the biggest drivers of change within the mobility sector, promising to deliver safer, more efficient and more affordable movement of goods and people, but this major transformation also comes with significant risks and uncertainties. The purpose of this report is to give strategic and product planning teams within the mobility sector a grounded valuation of the ‘What’, ‘When’, ‘Where’ and ‘How’ of autonomous mobility:

• What are the most promising Level 4 segments?
• Where will autonomous vehicles be most widely deployed?
• When will sales of L4 autonomous vehicles reach inflection?
• How should companies position themselves within the eco-system?

This report explores the progress so far in deploying highly autonomous vehicles (L4) for commercial applications and the hurdles that still need to be overcome. The report outlines four major segments (Trucking, Last-mile delivery, public transport and Robotaxis), analysing the technical, regulatory, user acceptance and commercial factors that will determine how fast the transition to autonomous vehicles will be.