麦肯锡报告：未来的18个风口行业

Core Insights - The article discusses the potential future opportunities in various industries, highlighting 18 sectors that could reshape the global economy by 2040, generating revenues between $29 trillion and $48 trillion, and contributing 18-34% to global GDP growth [5][8]. Industry Opportunities - The 18 identified sectors include e-commerce, electric vehicles, cloud services, digital advertising, semiconductors, AI software and services, shared autonomous vehicles, aerospace, cybersecurity, batteries, modular construction, streaming video, video games, robotics, industrial and consumer biotechnology, future air mobility, obesity treatment drugs, and nuclear fission power plants [7][8]. - E-commerce is projected to account for 27%-38% of global retail revenue by 2040, driven by market expansion in developing countries and new product categories in developed markets [36]. - Electric vehicles are expected to exceed 50% of global passenger car sales by 2040, influenced by advancements in battery technology and smart algorithms [38]. - Cloud services are anticipated to grow at a compound annual growth rate (CAGR) of approximately 17%, driven by increasing connectivity and the demand for computational power [40]. - The semiconductor industry is projected to maintain a CAGR of 6%-8%, fueled by demand across various sectors including computing, automotive, and industrial electronics [42]. - AI software and services are rapidly evolving, with increasing adoption of AI assistants and a competitive race among companies to develop advanced models and applications [43]. - Digital advertising is expanding as more middle-class individuals gain internet access, with platforms needing to invest heavily to attract user attention [44]. - Streaming video platforms are expected to innovate and seek new revenue streams due to rising customer acquisition and content production costs [46]. - Shared autonomous vehicles could capture 25%-51% of shared mobility revenue by 2040, although widespread adoption may take time [48]. - The aerospace sector is transitioning towards a space economy, with advancements in reusable rocket technology [49]. - Cybersecurity investments are increasing as businesses recognize the financial impact of cybercrime, which caused direct losses of approximately $950 billion in 2020 [50]. - Battery technology is advancing significantly, with electric vehicles projected to account for over 80% of the battery market by 2040 [51]. - The video game industry is expected to see 40% of the global population as players by 2030, driven by new gaming models and increased spending on high-quality games [52]. - Robotics is gaining attention as AI and robotics converge, with expectations for widespread personal robot ownership in the future [55]. - Biotechnology is accelerating in applications such as agriculture and alternative proteins due to technological breakthroughs [57]. - Modular construction is improving efficiency in building processes, addressing global housing shortages [58]. - Nuclear fission power is being considered as a supplement to renewable energy, with commitments from multiple countries to increase nuclear output by 2050 [59]. - Future air mobility is being explored through electric vertical takeoff and landing vehicles, although regulatory progress is needed [60]. - The market for obesity treatment drugs is expected to grow significantly as obesity rates rise globally [61].