Autonomous Vehicles – Thematic Research
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The global automobile industry – worth $3.5 trillion in annual revenues – faces four concurrent disruptive threats: the connected car, the electric vehicle, autonomous driving technology and the concept of transport-as-a-service.
Each threat is potentially existential to the legacy carmakers who operate in a low growth, low margin sector that rattles with over capacity, and which is seeing its supply lines reset by cumulative advances in enabling technologies typically deployed by the Tier 1 automobile sub-system suppliers.
This report focuses on autonomous driving technology.
Scope
This report focuses on autonomous driving technology.
-It discusses the concurrent disruptive threats the automobile faces.
-It identifies the key winners in this technology theme.
Reasons to Buy
The report focuses on autonomous driving technologies.
-It highlights the key movers and shakers and challengers in the autonomous vehicle industry.
-It provides a technology briefing of self-driving cars.
-It plots the main industry growth drivers that are re-shaping the oversupplied global auto industry.
-The report explains the auto value chain across auto investment themes and services, software, and hardware.
-It provides an industry analysis, and discusses the main factors contributing to the growth of the autonomous vehicle industry.
-The report also uses a scorecard approach to identify leading companies in a sector.
Apple
Aptiv
Aurora
Autoliv
BAIC
Baidu
BMW
Broadcom
Byd
Continental
Cambricon
Daimler
Delphi Tech
Denso
Didi Chuxing
Embark
Fiat Chrysler
Ford
Geely
GKN
GM
Great Wall
Honda
Infineon
Intel
Joyson
Lyft
Mahindra
NIO
Nissan
Nvidia
NXP
Qualcomm
SAIC Motor
Samsung Electronics
STMicroelectronics
Suzuki
Tata Motors
Tenneco
Tesla
Toyota
Tung Thih
Uber
Valeo
Velodyne
Volkswagen
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