The Netherlands in the Top Three
Based on data from 22 countries and 26 indicators, ADR14 shows that China has reclaimed the number one position thanks to its leading role in electrification, digitalization, and infrastructure. South Korea ranks second, while the Netherlands has made an impressive leap to third place.
According to Roland Berger, the Netherlands owes this strong performance mainly to its broad adoption of digital mobility planning, ambitious CO₂ standards, and a high share of low-emission zones. These factors reinforce the country’s position as a frontrunner in sustainable mobility and smart infrastructure.
AI and Autonomy on the Rise, Consumers Remain Loyal to Private Cars
ADR14 identifies two striking trends: a surge in investments in artificial intelligence (AI) and consumers’ continued preference for private transport. While AI patents and venture capital investments are rising sharply worldwide, interest in shared mobility remains relatively low.
Global Shift: Four Ecosystems Emerging
A key theme in this edition is the increasing decoupling of the industry. According to Roland Berger, four distinct automotive ecosystems are taking shape: China, Europe, the United States, and Japan/South Korea.
- China dominates technological innovation and battery production.
- Europe remains heavily dependent on Chinese technology and joint ventures.
- The United States focuses on national protectionism, complicating international cooperation.
- Japan and South Korea are cautious yet technologically advanced.
For Europe and the Netherlands, this presents a clear challenge: to cooperate with strong international partners while safeguarding domestic innovation capacity.
A Valuable Resource for Policymakers and Industry
Since 2017, the Automotive Disruption Radar has been a leading benchmark for tracking disruption in the global automotive sector. The study analyzes trends in electrification, autonomous mobility, regulation, infrastructure, and consumer behavior. Its insights help policymakers and industry leaders better anticipate ongoing transformations in mobility.
Read the Full Report
The complete Automotive Disruption Radar #14 – “In the Driving Seat: China dominant as it drives industry decoupling” is now available.
