This report presents a preliminary analysis of the global ecosystem for Connected, Cooperative and Automated Mobility (CCAM), drawing on initial data from the Global CCAM Observatory. It maps 122 automated mobility services and 1,940 component–supplier relationships across 937 companies, providing a structured overview of service deployments, technology stacks, industrial actors, and emerging market trends.

The findings highlight a rapidly expanding yet still transitional sector. Most automated mobility services remain at pilot or early commercial stages, indicating that large-scale deployment has not yet been fully achieved. While activity is growing globally, leadership is concentrated in the United States and China, where commercial operations are more advanced. In Europe, deployments are more fragmented and typically limited to smaller-scale pilots and niche applications.

The industrial ecosystem is characterised by a diverse and fragmented supplier base. Emerging firms dominate the landscape, reflecting the evolving nature of CCAM technologies and the absence of fully consolidated market leaders. The technology stack spans a wide range of components, from sensing and control systems to artificial intelligence and connectivity infrastructure. Notably, many of the most critical and fast-evolving technologies—particularly those related to AI, decision-making, and software integration—are also those where competition remains open and dynamic.

A key insight concerns the structural positioning of the European Union within this global ecosystem. While the EU demonstrates strong capabilities in hardware-intensive domains such as sensors, vehicle systems, and connectivity, it is comparatively underrepresented in software-driven areas, including AI, cloud infrastructure, and automated driving system (ADS) development. This imbalance is significant because value creation and system control are increasingly shifting toward software and data-intensive components.

The report also identifies important trends in industry organisation. Automated driving developers are increasingly adopting vertically integrated models, particularly for core software functions, while relying on external suppliers for hardware components such as sensors and computing platforms. This shift may reduce the influence of traditional suppliers and strengthen the role of system integrators that control overall architecture and data flows.

Market signals indicate strong growth in areas such as AI, sensing (e.g. LiDAR), connectivity (V2X), and cloud-based data infrastructure, underscoring the increasing importance of digital and data-centric capabilities. However, these are also areas where European participation remains relatively limited, creating a potential mismatch between technological opportunity and competitive strength.

Overall, the report concludes that the CCAM ecosystem is at a critical stage of development, with significant opportunities for innovation but also increasing competitive pressure. For Europe, maintaining competitiveness will require strengthening capabilities in software and AI domains, fostering scalable innovation, and addressing dependencies on external suppliers. The findings aim to support evidence-based policymaking and inform strategic actions to enhance Europe’s position in the evolving automated mobility landscape.