The future of mobility, driven by ACES, presents significant opportunities for OEMs and automakers. By embracing trends in autonomy, connectivity, electrification, and shared mobility, companies can accelerate innovation and maximize value. FPT, a global leader in Software-Defined Vehicles (SDVs) with over 20 years of expertise, partners with more than 150 OEMs, Tier 1 suppliers, and semiconductor companies to deliver scalable SDV services. With a skilled team of over 4,000 engineers and a best-shore delivery model, FPT helps ensure cost efficiency and quality while meeting the growing demand for connected, automated, and software-first vehicles that comply with ISO26262 and ISO 21434 standards.

Mobility is entering an exciting era of innovation, as both startups and established OEMs continuously develop new technologies and transportation solutions. The rise of ACES — Autonomous, Connected, Electric, and Shared Mobility — is set to revolutionize the sector. As the industry evolves, it becomes crucial to explore key regional trends shaping the future of mobility and to identify specific opportunities within ACES that could drive the industry forward by 2035.

Autonomous Driving: Market Potential and Pricing Models

Autonomous driving (AD) systems are set to transform how consumers experience mobility by making driving safer, more convenient, and more enjoyable. Time previously spent behind the wheel can be repurposed for activities such as video calls, watching movies, or working. AD can also expand mobility options for elderly drivers by improving their access to transportation beyond public transit or car-sharing services. According to McKinsey, by 2035 autonomous driving could generate up to 400 billion USD in revenue, creating substantial value for drivers, the auto industry, and society as a whole.

Evolving Consumer Demand and Flexible Pricing Models

As demand for AD systems becomes more diverse, McKinsey indicates that OEMs and dealerships may need to adopt flexible pricing models to serve different customer segments. Many consumers prefer having multiple pricing choices, with 20% of ACES survey respondents favoring subscription models and nearly 30% opting to pay for features on a per-use basis.

For OEMs, this makes it essential to offer both subscription-based and per-use pricing for autonomous features. In addition, they should focus on scalable, customer-centric pricing strategies that reflect individual preferences, provide flexible offerings, and enhance the overall customer experience. Such approaches can strengthen long-term loyalty while opening up new revenue streams. By embracing these models, OEMs can remain competitive and keep pace with evolving consumer expectations in an increasingly tech-driven automotive landscape.

Role of ADAS in Enabling Autonomous Vehicles

Advanced Driver Assistance Systems (ADAS) are another critical building block in automotive software for the development of autonomous vehicles, as they lay the foundation for higher levels of vehicle autonomy. According to McKinsey, the ADAS market represents a substantial opportunity, with a projected value pool of 300–400 billion USD over the next decade and beyond.

As ADAS technologies advance, they play an increasingly important role in improving road safety and paving the way for fully autonomous vehicles. In this complex and rapidly evolving landscape, a trusted technology partner with deep ADAS expertise can help automotive companies integrate these critical systems into next-generation vehicles. Leveraging its experience in ADAS development, FPT supports automakers in ensuring the successful implementation of these capabilities.

Connected Cars in the ACES Landscape

Connected cars are reshaping the ACES landscape by enabling distinctive customer experiences and unlocking substantial new revenue streams for mobility companies. Connectivity is becoming a critical buying factor, with 37% of consumers willing to switch brands for superior connected features. As connectivity evolves into a cornerstone of the automotive industry, OEMs that fail to meet these rising expectations risk losing market share. The trajectory is clear: in the coming years, approximately 95% of new vehicles sold globally are expected to be connected.

Despite this potential, many automakers have yet to fully capitalize on the vast amounts of data generated by connected vehicles. This stands in contrast to other industries that are already harnessing data-driven insights at scale. Progress is also constrained by serious privacy and trust concerns. According to a Gartner report on key automotive trends for 2025, only 10% of customers who had not interacted with an automaker in the previous six months would trust them with their private data, and only 36% of these consumers believe automakers truly understand their needs. This lack of trust threatens to limit the data collection required to enhance customer experience and drive innovation.

While the industry has made strides, many OEMs still struggle with software and connectivity, which often leads to customer dissatisfaction and production delays. To address this, McKinsey recommends that leading companies focus on monetizing data through recurring revenue models such as subscriptions and over-the-air (OTA) upgrades. In parallel, they should accelerate the journey from concept to integration for new services by deploying dedicated, cross-functional teams. Such strategies have already enabled some companies, particularly new electric vehicle (EV) manufacturers, to achieve high valuations.

As the automotive industry becomes increasingly software-defined, Over-the-Air (OTA) updates and Vehicle-to-Everything (V2X) communication are emerging as foundational capabilities for truly connected cars. In this context, AUTOSAR (Automotive Open System Architecture) plays a crucial role as an underlying OS and middleware layer that directly enables these advancements. AUTOSAR provides a standardized software architecture that supports seamless communication between in-vehicle systems and external IoT devices, underpins advanced V2X functions, enables efficient data exchange for real-time updates, and powers dynamic OTA software updates and connectivity services. To support this transformation, FPT offers AUTOSAR solutions that simplify the development and integration of software components, streamline engineering processes, and help deliver cutting-edge innovations in modern vehicles.

Global Electric Vehicle Market and Policy Trends

The electric vehicle (EV) market is experiencing rapid, unprecedented growth, supported by technological innovation, favorable policies, and rising environmental awareness. In 2024, global EV sales reached a record 17.1 million units, a 25.6% year-over-year increase that pushed EVs to more than one in five cars sold worldwide. More affordable models priced under 25,000 euros are entering the market and are expected to represent 10–15% of BEV sales in the near future. At the same time, technological breakthroughs such as solid-state batteries promise higher energy density and faster charging, while bidirectional charging (V2G) allows EVs to feed power back into the grid. Charging infrastructure is also expanding quickly, with EU regulations mandating charging points every 60 km along major highways from 2025 to help reduce range anxiety.

Looking ahead, there are significant opportunities for OEMs as EVs are projected to account for up to 25% of new vehicle purchases globally by the end of 2025. Policy measures will be critical in accelerating EV adoption: in the UK, steep increases in Vehicle Excise Duty on petrol and diesel vehicles are designed to push consumers toward zero-emission alternatives. In the U.S., the Bipartisan Infrastructure Law has earmarked 7.5 billion USD for EV charging infrastructure to expand public charging access and ease concerns about charger availability. Many U.S. states, such as California, supplement these efforts with incentives like the Clean Vehicle Rebate Project, which offers rebates of up to 7,000 USD for eligible EV purchases. Together, these policies, combined with increasing consumer awareness and ongoing technological progress, are propelling a global shift toward electric vehicles.

Shared Mobility and Opportunities for Mobility Providers and Automakers

Shared mobility is creating substantial opportunities for both mobility providers and automakers. Driven by rising consumer demand for convenient, cost-effective and sustainable urban travel options, the shared mobility market is projected to reach up to 1 trillion USD in consumer spending by 2030. This expansion is supported by trends such as accelerating urbanization, city initiatives to reduce private vehicle use, and more than 100 billion USD in investments in shared mobility companies since 2010. At the same time, interest in personal vehicle ownership is declining slightly, with more people considering alternatives such as ride-hailing and public transport. In the U.S., 27% of the general population is considering replacing personal vehicles with alternative transportation.

The integration of autonomous vehicles, including robo-taxis and robo-shuttles, further amplifies the potential for mobility players and automakers. To capture this opportunity, mobility service providers will need to scale up their fleets by increasing the number of vehicles and diversifying their offerings to include more autonomous options. According to McKinsey, this means expanding existing fleets with autonomous vehicles, investing in technologies that support autonomous operations, and developing strategies to manage and maintain larger fleets efficiently.

As fleets grow, they must also adapt to evolving regulatory frameworks. In London, for example, Ultra Low Emission Zones (ULEZ) and congestion charges in urban areas may push fleets to transition to electric or hybrid vehicles. In parallel, countries such as China are mandating Level 3 or higher autonomy in new vehicles by 2025, while the EU plans to introduce a standardized certification system for autonomous driving by 2027.

As mobility providers navigate these shifts, they are also leveraging innovative vehicle designs tailored for shared use. Companies like Waymo are already pioneering shared autonomous vehicles, with fleets that include models such as Zeekr and Hyundai equipped with Waymo's technology for ride-hailing services. As the automotive landscape continues to evolve and private car ownership potentially recedes, these strategies will be critical for both mobility providers and automakers seeking to remain competitive and thrive.

Driving the Future of Mobility with FPT

The future of mobility shaped by ACES offers significant opportunities for OEMs and automakers. By understanding the trends in autonomy, connectivity, electrification, and shared mobility, companies can build strategic approaches that maximize value and foster innovation. Whether through flexible pricing models for autonomous features, data monetization strategies for connected vehicles, technological advancements in EVs, or vehicles designed for shared mobility, long-term success depends on how well businesses adapt to evolving consumer expectations and rapid technological change.

To support these shifts, FPT positions itself as a global innovation leader in Software-Defined Vehicles (SDVs), backed by over 20 years of automotive industry expertise. The company has partnered with more than 150 OEMs, Tier 1 suppliers, and semiconductor companies, delivering scalable, full-stack SDV services across the entire value chain. With a global talent pool of 4,000+ skilled automotive engineers and a best-shore delivery model, FPT helps clients achieve cost efficiency without compromising quality.

FPT's comprehensive solutions address the growing demand for connectivity, automation, and software-first functionality in next-generation vehicles, while strictly complying with international standards ISO26262 and ISO 21434.

Discover how FPT is driving the future of software-defined vehicles here.