Source page: McKinsey & Company
Commentary
The road ahead for mobility investment
Automotive | Investing
September 10, 2025 – Investment in future mobility is undergoing a shift. While overall investment has been steady since 2010, it has decelerated since its peak at the end of 2021. Despite the slowdown, Partner Kersten Heineke and colleagues note that electrified solutions have attracted the most investment, at $351 billion, and have the most companies in the space. Autonomous and shared solutions also constitute significant portions of the total investment. This may be due to the fact that autonomous driving has moved from the pilot stage to deployment and therefore requires more investments.
To read the article, see “Looking under the hood: A new approach to mobility investing?,” July 31, 2025.
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Visual form
Side-by-side treemap comparison.
Layout / body structure
The chart uses two treemaps placed left to right. The left treemap shows total disclosed investment since 2010 by cluster, and the right treemap shows the number of investors since 2010 for the same set of clusters.
What is being compared
It compares future-mobility clusters such as electrified, shared, autonomous, digitalized, and connected, first by total investment dollars and then by the number of companies investing in each cluster.
Measurement system
The left panel uses billions of dollars, and the right panel uses company counts. Each rectangle is labeled directly with its category name and value, so area functions as the main size cue.
Visible structure inside the graphic
In the investments treemap, Electrified occupies the largest rectangle at 351 billion dollars, followed by Shared at 234 and Autonomous at 231, with much smaller Digitalized and Connected blocks at 94 and 87. In the investors treemap, Electrified is again the largest at 1,289 companies, followed by Shared at 804, Connected at 667, Autonomous at 612, and Digitalized at 552.
Main takeaway from the visual
The twin treemaps show that electrified mobility dominates both on capital committed and on the breadth of participating investors, while shared and autonomous mobility form the next biggest clusters rather than fringe categories.
Key standout values or extremes
Electrified leads both panels with 351 billion dollars of investment and 1,289 investors. Shared and Autonomous are close in capital at 234 and 231 billion, but Shared attracts more investors than Autonomous, 804 versus 612. Connected is the smallest capital cluster at 87 billion yet still has 667 investors.
Controls / sequence, when applicable
This is a static chart image with no in-chart controls to operate.
Companion media, when applicable
There is no separate companion audio or video; the chart image is the full visual on this page.