This report unpacks how the convergence of rapidly improving technology and changing consumer preferences is creating an inflection point for the transportation industry not seen in decades.

“Investors no longer wonder who in the auto industry is involved in automated vehicles. Now, the question is, who is not in the market,” says RBR Analyst, Jim Nash.

The Boston Consulting Group says 2017 will see large numbers of the first significantly autonomous cars ply the roads. Most carmakers are promising driverless models for circa 2020—just about when the decline of the American car culture picks up speed and the spending power of Millennials soars.

Get to know the players, their self-driving strategies and the ingredient technologies that are driving this critical segment of robotics forward.

Table of Contents


I. Primed Buyers: The Millennials

II. Driverless Vehicles and the Three Bears

The Iterators:

GM breaks out the checkbook

Evolving Ford

Nissan’s mixed message

Tesla’s advantage

Audi’s glamorous entrance

Daimler suspects service opportunities

The Absolutists:

 Google’s car evolves rapidly

Bottom line: Uber needs robots

Baidu follows Google’s footsteps

The Minimalists:

 Porsche: A ‘Minimalist’ artist

Mazda has its limits

 III. Today’s Industry Backbone: Component Makers                                    

“Automotive electronics has become the fastest growing segment of auto parts.”
—Deloitte Touche Tohmatsu

Components shrink and accelerate

Technology breakout: Velodyne’s ‘spinning chicken bucket’

Tech breakout: Quanergy skips the spinning lidar

Technology breakout: Mobileye’s cycloptic sensor

IV. Tomorrow’s Industry Backbone: Software                                  

Discussions about software for driverless cars typically begin and end
at artificial intelligence, and with good reason.

Questioning AI’s imminence

Back-to-software basics

Operating systems, platforms and applications

Application platforms: Tying it all together

App software: The car’s new buttons

Cars in conversation: V2X

—Cisco’s next network frontier

—A focus on Cohda

—AT&T needs little convincing

—The regulatory picture

—State governments coming around

V. Challenges to Full Autonomy

Artificial intelligence has been a topic of research and myth going back to ancient Egypt.
The term itself is misleading, as what is being sought is artificial consciousness.

Artificial Intelligence


VI. Conclusion

Every important indicator of a successful market is in place for driverless vehicles:
Money, technology and buyers.


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