From networks to platforms: how autonomous vehicles shape value creation for LSPs and OEMs

Purpose This paper investigates the impact of autonomous vehicles (AVs) on the business models of logistics service providers (LSPs) and truck original equipment manufacturers (OEMs). Design/methodology/approach Employing a multi-case study methodology, this research analyses the business models of 9 LSP firms and 10 OEMs in the EU road transportation sector. Data sources include semi-structured interviews, annual reports and a wide range of industry reports. Findings The research reveals a shift in the value network, with OEMs integrating logistics services into their offerings and developing “Network-Operator” models. LSPs, on the other hand, exhibit a reactive approach to AV innovation, focusing on digitalization and internal processes rather than substantial business model transformation. Practical implications The study suggests that LSPs should proactively explore new business models to adapt to the changing landscape. For OEMs, the focus should be on aligning long-term value creation around AVs. Social implications The adoption of AVs represents a shift with social implications, particularly in employment within the transportation sector and the broader societal impacts of enhanced road safety and reduced congestion. Originality/value The paper offers novel insights into how AVs are redefining the roles within the road transportation ecosystem.