Ehang Enabling Safe, Autonomous, Eco Friendly Air Mobility
Massive Unlocked UAM Market Opportunity
Total Addressable Market: US$1tn by 2040, US$9tn by 2050
"If you're bullish on autonomous cars, it's time to start looking at
autonomous aircraft."
Morgan Stanley | ARCH
December 2, 2018 10:00 PM GMT
BLUEPAPER
Urban Air Mobility
Flying Cars: Investment
Implications of Autonomous
Urban Air Mobility
If you're bullish on autonomous cars, it's time to start looking at autonomous
aircraft. To make this complex topic accessible, we collaborated across
sectors and regions, using scenario analysis to size the addressable market -
- $1.5tn in our base case by 2040. Logistics is leading the way. alphawise a
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Morgan Stanley | RESEARCH
May 6, 2021 1043 PM GMT
GLOBAL FOUNDATION
Urban Air Mobility
eVTOL/Urban Air Mobility
TAM Update: A Slow Take-Off,
But Sky's the Limit
The MS team decreases the Urban Air Mobility TAM base case to $1tn by 2040, but rails
out projections until 2050, when the TAM is projected to be $9th. We don't think investors
are prepared for the scope of this revolution. However, they must consider a host of
regulatory factors that may slow adoption.
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China is estimated to be the world's largest regional UAM
market, accounting for nearly 30% of the global UAM market.
$bn
1,500
1,000
500
0
Urban Air Mobility Global Total Addressable Market
(Base Case)
4 5
2018
7 25
2020
2022
72
96 123
2024
Source: Morgan Stanley Research
156
2026
189
☐ROW
231
2028
277
CAGR 31%+
322
2030
■ Europe
365
419
2032
476
544
China
2034
641
744
2040
2036
ROW: 422
Europe: 292
China: 431
U.S.: 328
U.S.
871
Source: Morgan Stanley Research Reports titled "eVTOL/Urban Air Mobility TAM Update: A Slow Take-Off, But Sky's the Limit" dated May 6, 2021, and "Flying Cars: Investment Implications of
Autonomous Urban Air Mobility" dated December 2, 2018.
CHANGIZAR
1,041
1,238
2038
1,474
4
2040View entire presentation