Autonomous driving mobility, knowing the destination

Armin Fendrich, General Manager - Ridecell EMEA

Mobility services are the

automotive growth engine

Market capitalization will move to mobility service providers

1,020 1,2001,900

1,400

109

4,200

6,900

9,000

0

1,000

2,000

3,000

4,000

5,000

6,000

7,000

8,000

9,000

10,000

Today 2021 2025 2030

($ Billions) Market cap mobility as a service vs. automotive manufacturers

Automotive Manufacturer Market Capitalization Autonomous Mobility as a Service Market Capitalization

Source: ARK Investment Management LLC | ark-invest.com

New vehicles will increasingly be sold tonew mobility fleets

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

2015 2020 2025 2030 2035

Forecast of new vehicle sales distribution in urban areas in the United States

Personal ownership On-demand service

Source: Deloitte University Press, The future of mobility: What’s next?, 2017 Issue 20

Projected revenue for MaaS$1.5T by 2030

0

0.2

0.4

0.6

0.8

1

1.2

1.4

1.6

2017 2025 2030

Source: Expert Interviews; PwC Autofacts; Strategy & Analytics—The 2017 PwC’s Strategy & Digital Auto Report.

US

EU

China

$1.5T

$603B

$87B

Trillio

ns

(US)

Capitalizing on the

mobility opportunity

Mobility as a service evolution

Service EconomyShared EconomyTraditional Ownership RidesharingCarsharingVehicle Ownership

Self Driving

Driven

Autonomous Mobility as a Service

The new mobility road to autonomous

CarsharingResidential, Station

based, free floating

Pay per minute

CarsharingStation-based, for ride

sharing drivers

Pay per shift

RidesharingOn-demand, scheduled,

Pooled

~$1.50/mile

All services use the same fleet of vehicles

Autonomous

RidehailingMarket trials

Service launch

~25¢/mile

Affiliations with other service fleets

Carsharing

Ridesharing

Car rental

Residential car rental

A single platform for

multiple mobility services

Autonomous

Driving

+

Active Fleet

Management

Carsharing / Fleet

Optimization

Fleet management

Rider identity

verification + Risk

Vehicle access

Ridesharing

Dispatch Intelligence

Pooling and routing

Demand Prediction

Autonomous mobility as a service requires tools in multiple areas.

Leading mobility operators prefer to buy (not build) in at least one area.Confidential, Ridecell for IVP

Customized Apps / API

Fleet Management

CRM, Marketing, Pricing

Operations & Supply Management

Vehicle Integration, Safety, Access,

In-vehicle Experience

Supplier and Task Management

Compliance, Taxes, Accounting

Ridesharing Carsharing

Operations

Engine

Ridecell’s Mobility as a service platform

includes operational and developer

tools to automate and optimize key

aspects of a mobility business.

Confidential, Ridecell 2018

Autonomous today Low speed campus, resort,community shuttles

AutonomousOperations Platform

Self-manage operational tasks

• Direct vehicles to operations depots

• Send support vehicles

• Grant vehicle access

• Compliance reporting

info@ridecell.com @ridecell