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
GM breaks out the checkbook
Nissan’s mixed message
Audi’s glamorous entrance
Daimler suspects service opportunities
Google’s car evolves rapidly
Bottom line: Uber needs robots
Baidu follows Google’s footsteps
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
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.
Every important indicator of a successful market is in place for driverless vehicles:
Money, technology and buyers.