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Timo Möller

PartnerColônia

Coleads the McKinsey Center for Future Mobility with a focus on the strategic and operational questions around disruptive trends; supports scale-ups and incumbents in transforming mobility businesses

Timo Möller is a partner in our Cologne office and has led several research projects and cocreated several assets in his time at the firm.

In his leadership role at the McKinsey Center for Future Mobility, Timo focuses on strategic and operational questions about the disruptive trends in the mobility industry: connectivity, autonomous driving, electrification, and shared mobility. He also follows the next-horizon trends and analyses the potential application of these technologies in the mobility ecosystem, e.g., applied AI, Cloud & Edge Computing.

In addition, he has experience in operations, mainly in procurement and product development. Recent examples of his work include the following:

  • shaping the growth strategy for a scale-up OEM focusing on vehicle efficiency
  • developing the go-to market approach and setting up the sales function for a new battery cell manufacturer
  • segmenting the customers for a disruptor luxury OEM
  • evaluating the implications of electrification for an automotive power-train supplier and deriving strategic actions
  • designing a digital-transformation program for a premium automotive OEM addressing changes driven by connectivity and big data
  • shaping an innovation road map of a tier 1 automotive supplier in the face of disruptive industry trends
  • developing business models to generate revenue from charging infrastructure
  • supporting a global investor on a joint-venture decision for a sensor company
  • assessing the future business implications of disruptions for a volume OEM
  • developing a lithium-ion battery pack market model for an investor
  • helping a global truck manufacturer develop a world-class procurement organization while capturing significant savings in materials cost
  • supporting the change program of an R&D department to get ready for the future workload

Timo is also a regular keynote speaker and panelist on major mobility conferences and is regularly interviewed by journalists across Europe regarding related industry topics.

Published work

Will autonomy usher in the future of truck freight transportation?,” McKinsey & Company, September 2024

The hard stuff: Navigating the physical realities of the energy transition,” McKinsey & Company, August 2024

How European consumers perceive electric vehicles,” McKinsey & Company, August 2024

Spotlight on mobility trends,” McKinsey & Company, March 2024

What technology trends are shaping the mobility sector?,” McKinsey & Company, February 2024

Consumers are driving the transition to electric cars in India,” McKinsey & Company, September 2023

Inside Indian consumers’ embrace of electric two-wheelers,” McKinsey & Company, September 2023

Gearing up for mobility’s future with quantum computing,” McKinsey & Company, September 2023

McKinsey Technology Trends Outlook 2023,” McKinsey & Company, July 2023

Hands off: Consumer perceptions of advanced driver assistance systems,” McKinsey & Company, July 2023

The future of mobility,” McKinsey Quarterly, April 2023

Work the core: How auto suppliers can get fit for the EV transition,” McKinsey & Company, March 2023

Infrastructure technologies: Challenges and solutions for smart mobility in urban areas,” McKinsey & Company, March 2023

Future mobility 2022: Hype transitions into reality,” McKinsey & Company, March 2023

Shared mobility: Sustainable cities, shared destinies,” McKinsey & Company, January 2023

The metaverse: Driving value in the mobility sector,” McKinsey & Company, January 2023

Transition to net zero: Road mobility,” McKinsey Quarterly, August 2022 

Five trends shaping tomorrow’s luxury-car market,” McKinsey & Company, July 2022

Can the automotive industry scale fast enough?,” McKinsey & Company, May 2022

Mobility’s rebound: An industry recovers, but where is it heading?,” McKinsey & Company, December 2021

The future of interior in automotive,” McKinsey & Company, November 2021

Why the automotive future is electric,” McKinsey & Company, September 2021

Shared mobility: Where it stands, where it’s headed,” McKinsey & Company, August 2021

The impact of electromobility on the German electric grid,” McKinsey & Company, June 2021

The irresistible momentum behind clean, electric, connected mobility: Four key trends,” McKinsey & Company, April 2021

Unlocking the full life-cycle value from connected-car data,” McKinsey & Company, February 2021

From no mobility to future mobility: Where COVID-19 has accelerated change,” McKinsey & Company, December 2020

What the future of mobility holds for chemical players,” McKinsey & Company, September 2020

Five COVID-19 aftershocks reshaping mobility’s future,” McKinsey & Company, September 2020

The unexpected trip: The future of mobility in India beyond COVID-19,” McKinsey & Company, July 2020

Why shared mobility is poised to make a comeback after the crisis,” McKinsey & Company, July 2020

The impact of COVID-19 on future mobility solutions,” McKinsey & Company, May 2020

The future of mobility is at our doorstep,” McKinsey & Company, December 2019

The new realities of premium mobility,” McKinsey & Company, November 2019

How automakers can master new mobility,” McKinsey & Company, September 2019

Snapshots of the global mobility revolution,“ McKinsey & Company, March 2019

Start me up: Where mobility investments are going',” McKinsey & Company, February 2019

Redefining what it means to be a ‘car person',” McKinsey & Company, February 2019

Return to sender: Resolving the automotive-recall resurgence,” McKinsey & Company, February 2019

A long-term vision for the European automotive industry,” McKinsey & Company, January 2019

Reserve a seat—the future of mobility is arriving early,” McKinsey & Company, December 2018

Profiling tomorrow's trendsetting car buyers,” McKinsey & Company, December 2018

Setting the framework for car connectivity and user experience,” McKinsey Quarterly, November 2018

Route 2030: The fast track to the future of the commercial vehicle industry,” McKinsey & Company, September 2018

The future of mobility in India’s passenger-vehicle market,” McKinsey & Company, July 2018

What a teardown of the latest electric vehicles reveals about the future of mass-market EVs,” McKinsey & Company, March 2018

Accelerating the car data monetization journey,” McKinsey & Company, March 2018

What US consumers think of shared mobility,” McKinsey & Company, November 2017

How mobility players can compete as the automotive revolution accelerates,” McKinsey & Company, October 2017

What’s sparking electric-vehicle adoption in the truck industry?,” McKinsey & Company, September 2017

Savvy and sophisticated: Meet China’s evolving car buyers,” McKinsey & Company, September 2017

Urban commercial transport and the future of mobility,” McKinsey & Company, September 2017

The automotive revolution is speeding up,” McKinsey & Company, September 2017

Dynamics in the global electric-vehicle market,” McKinsey & Company, July 2017

China’s electric-vehicle market plugs in,” McKinsey Quarterly, July 2017

Self-driving car technology: When will the robots hit the road?,” McKinsey & Company, May 2017

How shared mobility will change the automotive industry,” McKinsey & Company, April 2017

Electrifying insights: How automakers can drive electrified vehicle sales and profitability,” McKinsey & Company, January 2017

How the convergence of automotive and tech will create a new ecosystem,” McKinsey & Company, November 2016

Will car users share their personal data?,” McKinsey Quarterly, October 2016

An integrated perspective on the future of mobility,” McKinsey & Company, October 2016

Monetizing car data,” McKinsey & Company, September 2016

Creating value from car data,” McKinsey & Company, March 2016

Disruptive trends that will transform the auto industry,” McKinsey & Company, January 2016

Education

RWTH Aachen University
PhD, business administration

Technische Universität Darmstadt
Diploma, industrial engineering