Connected and Automated Mobility will disrupt the road transport sector which has remained substantially unchanged since the vehicle became mass produced in the first half of the twentieth century. Given the central role of mobility for our society and economy, the implications of a transformation in the transport sector will not be limited to transport but will regard many other aspects of our society. The aim of this paper is to analyse the possible future socio-economic implications of such a disruption in the road transport sector. It builds upon a set of future road transport scenarios and aims to identify the main impacts in different economic sectors mostly from a qualitative perspective. Results show that the deployment of Connected and Automated Vehicles could provide profitable opportunities for sectors like automotive, electronics and software, telecommunication, data services, digital media and freight transport; but other sectors including insurance and maintenance and repair are identified as businesses that might suffer revenue decreases in the future. In all scenarios, the policy implications of the transformation can be strong, which implies that the evolution of the transport system has to be carefully monitored in order to promptly cope with possible future effects.

自 20 世纪上半叶车辆大规模生产以来，互联和自动出行将颠覆公路运输行业，该行业基本保持不变。鉴于流动性对我们的社会和经济的核心作用，交通部门转型的影响将不仅限于交通，还将涉及我们社会的许多其他方面。本文的目的是分析道路运输部门的这种中断可能对未来的社会经济影响。它建立在一组未来的道路运输情景之上，旨在主要从定性角度确定不同经济部门的主要影响。结果表明，联网和自动驾驶汽车的部署可以为汽车等行业提供有利可图的机会，电子和软件、电信、数据服务、数字媒体和货运；但包括保险、维护和维修在内的其他行业被确定为未来可能遭受收入下降的业务。在所有情况下，转型的政策影响都可能很大，这意味着必须仔细监控交通系统的演变，以便及时应对未来可能产生的影响。