The state of auto tech

Contents
Private Markets Activity In Auto Tech
Funding activity, trends, and investors
Corporations Competing In Autonomous Vehicles
Tech corporate developments and major automakers’ responses
Startups Gearing Up
How startups are tackling the autonomous challenge
Developments In Trucking & Logistics
How auto tech trends are evolving in trucking & logistics industries
Open Questions Around Autonomous Tech
Consumer attitudes and outstanding concerns
Impacts & Opportunities
Business model disruptions & opportunities in adjacent ecosystems
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What Is Auto Tech
 Application of software and technology to improve the
performance, efficiency, safety, and connectivity of vehicles.
 Excludes powertrains and the industrial aspect of auto
manufacturing, e-commerce (used car marketplaces), or on
demand services (Uber, on-demand mechanics, etc.)

Major Categories We’re Looking At In Auto Tech
 Assisted Driving / Autonomous Software*
 Driver Safety Tools
 Driving Data / Connected Car
 Fleet Telematics
 Vehicle-to-Vehicle (V2V) and Vehicle-to-Anything (V2X) Communication
 Vehicle Cybersecurity
*Includes “full stack” startups designing autonomous-native vehicles from the ground up

Investment Into Private Auto Tech Companies On Pace For
Record Year
At the current run rate, both deals and dollars into auto tech companies are set to reach record
levels in 2016, with deals hitting fresh highs for the second year running.

Investment Into Private Auto Tech Companies On Pace For
Record Year
Auto tech as a sector is still maturing, with 60% of deals done at early stage (seed to Series A).
*Includes corporate minority, private equity, unattributed VC and convertible note rounds
Source: CB Insights

Geography: California Leads, But Strong Activity Internationally
Californian auto tech startups have seen nearly 70 deals since 2011, but international companies
are establishing a strong presence as well.
Source: CB Insights

Diverse Group Of Investors Looking Into Auto Tech
Note: investor group is not exhaustive
Source: CB Insights

Startups Now Addressing Wide Array Of Automotive
Applications And Solutions
Source: https://www.cbinsights.com/blog/startups-drive-auto-industry-disruption/

With Entrance Of Tech Players, Competition Is More Multi-
Dimensional Than Ever Before
Source: McKinsey

Google
 Auto efforts remain “moonshot” project under Alphabet’s X subsidiary
(previously Google X)
 Recently hired first general counsel, still pursuing full autonomy (NHTSA
level 4)
 Partnered with Fiat Chrysler in May 2016 to start limited trials on 100
Pacifica minivans
 34 in-house prototypes and 24 retrofitted Lexus RX SUV as of June 2016
 Still restricted to urban environments, but recently expanded to
Washington (wet/rainy) and Arizona (hot/dusty)

Tesla
 Semi-autonomous (NHTSA level 2) Autopilot deployed to over 70,000
vehicles as of May 2016
 Upcoming Model 3 includes Autopilot hardware in all vehicles, software
optional
 Model 3 has garnered 350,000+ preorders, scheduled to enter production
in late 2017
 CEO Elon Musk has projected fully autonomous technology to be ready by
2018 to 2109
 Recent accidents involving Autopilot has prompted NHTSA to open
investigation

Apple
 “Project Titan” continues, but allegedly suffered setbacks in early 2016
 Project lead departed for personal reasons, rumored hiring freeze put in
place
 Company reported to be looking for 800,000 sq ft of real estate in May 2016
 Hirings from Tesla, CMU, Nvidia, etc. point towards EV with autonomous
functions
 $1B investment to Didi Chuxing in May 2016 has driven speculation, though
still unclear
 Launch target said to be around 2019 to 2020

Tech No Longer Holds A Monopoly On Self-Driving Development

Big Auto Leaving No Stone Unturned With Organic R&D, Tech
Investments, M&A, And Partnerships
Source: CB Insights

Major Automakers Ramping Up In-House Auto Tech R&D
Budgets And Initiatives
Sources: WSJ, Auto News, Manufacturing & Engineering, Reuters, The Verge

Where Big Auto Companies Are Investing: AI, Mapping,
Electrification And More
Source: https://www.cbinsights.com/blog/auto-corporates-investing-startups/
 General Motors/GM Ventures
 BMW Group/BMW i Ventures
 Audi/Audi Electronics Venture
 Volvo Group Venture Capital
 Daimler
 SAIC Capital
 Ford
 Volkswagen
 Porsche
 Toyota
 PSA Group

Rate Of Automakers’ Tech partnerships And Acquisitions Also
Increasing
Source: https://www.cbinsights.com/blog/auto-corporates-investment-ma-timeline/

Large Group Of Other Corporations Developing Similar Programs

Apple’s Project Titan Continues Amid Setbacks
Rumors of an autonomous Apple electric vehicle continue to circulate,
though the company has yet to make any public announcements.
Dubbed project “Titan,” Apple’s team is said to have grown to over
1,000 employees, largely poached from Tesla, Carnegie Mellon,
Volkswagen, and Nvidia, among other sources. Late in 2015, reports
pointed towards a goal of producing the cars by 2020, with a 2019
release date for their first electric vehicle (without autonomous
features). However, the project appears to suffered setbacks in the
first months of 2016, with the departure of its head Steve Zadesky
and a rumored hiring freeze.

Audi Has Built Self-Driving Prototypes, Plans to Roll Out Limited
Automation
Audi has revealed a number of autonomous vehicle prototypes derived
from their A7- and RS7 models, including consumer-oriented test
vehicles. Audi aims to commercialize their “Audi Piloted Driving” in
their next-gen flagship A8, which will allow the A8 to park itself and
drive autonomously up to 37 mph. Under widely-used NHTSA
(National Highway Traffic Safety Administration) definitions, this would
qualify either as Level 2 or Level 3 Automation, depending on the Audi
model’s final level of capability. The luxury brand operates under the
umbrella of the Volkswagen Group, so developments within the
division could have broader implications going forward. Audi is part of
the German consortium — including Daimler and BMW — that bought
Nokia’s HERE high-definition mapping assets for $3.1B.

Baidu And BMW Partner; BMW Unveils BMW iNEXT Initiative
In April 2014, the Chinese search giant Baidu partnered with BMW to
release a semi-autonomous prototype by the end of 2015. The
partners tested their technologies on highways in China, a mark that
the New York Times recently profiled as fertile ground for autonomous
development. The partnership bore fruit in December 2015 as a
modified 3-Series BMW drove an 18.6-mile route around Beijing. BMW
has also been active thus far in 2016, showing off anautonomous i8
concept at CES and announcing an aggressive strategy to promote
electrification and automation in its vehicles under the banner BMW
iNEXT. BMW is also part of the group that bought Nokia’s HERE
mapping assets for $3.1B.

Bosch Dedicates More Than 2,000 Engineers To Driver-
Assistance Technology
Bosch, one of the world’s largest automotive suppliers, has responded
to an increase in demand by dedicating more than 2,000 engineers to
driver-assistance systems. The company counts Google, Tesla, and
Porsche as clients, and has managed to outfit two Tesla vehicles to
make them fully autonomous (at a steep price). Bosch is also
partnering with GPS maker TomTom for the mapping data necessary
for this endeavor. The company has agreed with the projection that
2020 will see driverless cars in action, at least on highways. In an April
2016 interview, a Bosch marketing director reiterated the company’s
commitment not just to the automation of vehicles, but connectivity
and electric vehicles as well. It also recently considered taking a stake
in the HERE mapping company.

DAF, Daimler, Iveco, MAN, Scania, and Volvo Complete Truck
‘Platooning’ Trip
Earlier this month, six convoys of truck “platoons” recently
completed the first-ever cross-border run of its kind. The experiment
featured a dozen trucks from a diverse group of European trucking
brands, originating from various factories in Sweden and Germany,
and converging in Rotterdam. Within the semi-autonomous
“platooning” concept, multiple trucks controlled by a lead truck are
connected through wireless signals, forming a train with one truck
following behind another. This allows more trucks to be controlled by
fewer people, maximizes efficiency, and decreases drag. However, the
trucks featured in the test still required human drivers on board as a
precaution. Separately, Daimler has also been testing its own
autonomous trucks in Nevada since May 2015.
Note: the Volkswagen Group owns a controlling stake in both MAN and
Scania. Daimler Trucks is a division of Daimler AG, which was also part
of the group that bought Nokia’s mapping assets for $3.1B.

Delphi Retrofits Cars With Autonomous Tech, Partners With
VC-Backed Startup
Delphi, a large automotive parts supplier headquartered in the UK, has
created a network of software and sensors that can be outfitted into
existing car models to make them autonomous. Last April, an Audi
SQ5 outfitted with Delphi technology drove itself 3,000 miles across
the US, doing 99% of the driving by itself. In January 2016, Delphi
showed off a new autonomous driving concept at CES. The concept’s
human-machine interface attempts to address the stepping-stone
stage before full (or Level 4) automation is ready. The car is designed
to encourage consumers to trust that the car can drive itself, while still
keeping drivers vigilant so they can take the wheel if necessary. Delphi
has also partnered with the VC-backed company Quanergy to deploy
low-cost LiDAR systems.

Ford Announces Plan To Research Autonomous Vehicles
In early 2015, Ford announced its “Smart Mobility Plan” to move the
company forward on innovation, including vehicle connectivity and
autonomous vehicles. This plan culminated in the formation of Ford
Smart Mobility LLC in March 2016, a new subsidiary focused on
connectivity, autonomous vehicles, and mobility (e.g. car- and ride-
sharing services). As part of its 10-year autonomous vehicle plan, Ford
also announced that it would triple its test fleet to 30 total vehicles in
January. It has pioneered the testing of self-driving cars in less friendly
environments, such as snowy Michigan, as well as in complete
darkness.

General Motors Investing Heavily in Autonomous R&D, M&A
General Motors has made waves in 2016 with a series of aggressive
moves within the tech sphere. In January, the company bought
up Sidecar‘s assets and invested $500M into Lyft, announcing plans to
develop an on-demand network of self-driving cars. As mentioned
above, March also saw GM’s landmark acquisition of autonomous tech
startup Cruise Automation. Separately, GM has also been developing
its own semi-autonomous technology in -ouse, with its Super Cruise
technology slated to come to market on high-end Cadillac models in
2017. The Cruise acquisitions is unrelated to this product launch,
however; GM has said that the Cruise acquisition would have “no
impact” on its Super Cruise launch.

Google’s Self-Driving Car Project Widens Scope of Testing
Google X (now X, under the Alphabet holding company) has led one of
the most high-profile autonomous vehicle programs, with its own
website and a highly-visible testing fleet of quirky prototypes. Last
September, Google hired ex-Hyundai and TrueCar exec John Krafcik to
lead the program, which could indicate that the project is heading
towards commercialization. This year, testing has expanded beyond
Mountain View and Austin to Kirkland, Washington in February (wet,
rainy conditions), and Phoenix, Arizona in April (high temperature,
dusty conditions). Google has sent mixed signals about whether it will
manufacture its own vehicles. It’s still unclear whether the company
will ultimately pair with automotive OEMs ormanufacture its own
cars for the mass market. However, there have been instances in
which the company has floated the possibility of manufacturing its own
cars. The company expects to have a finished product by 2020.

Honda Also Testing Autonomous Cars, Offers Semi-
Autonomous Features On Civic
Honda has received approval from California to test autonomous
vehicles on public streets (with restrictions on the number of vehicles
and the testing methods). Like Apple, the automaker is also using the
GoMentum Station proving ground, with 2,100 acres of testing area
for its self-driving fleet. Honda also introduced semi-autonomous
ADAS (advanced-driver assistance systems) options on its entry-level
Civic, offering lane-keeping, automatic braking, and adaptive cruise
control functionality. These features are also available on luxury
models (offered by brands like Tesla, BMW, etc.), but are notable on a
vehicle with a $20,440 base price.

Hyundai Steps Up Investments in AI, Connectivity and Self-
Driving Cars
After debuting a 2014 TV commercial that showed a convoy of cars
outfitted with Hyundai’s driver-assistance tech, Hyundai sounded
a more conservative note last September. Its European head Thomas
Schmid asserted that autonomous driving would come “by far not as
quick as everyone says,” giving a timetable of 10 to 15 years.
Nevertheless, the Korean motor group seems to be intensifying its
efforts to compete in 2016, ramping up investments in AI and setting
up a new business unit to develop “hyper-connected” and self-driving
cars in the near future.

Jaguar Land Rover Wants To Introduce Assisted Driving But
Keep Driving Fun
In June 2015, JLR Director of Research and Technology Wolfgang
Epple stated that autonomous vehicles would run counter to the
brand’s philosophy, as the company “doesn’t consider its customers as
cargo.” He asserted that the Tata-owned companies would instead
favor advanced assistance features that would help drivers without
taking full control from them. However, in Feburary 2016, JLR joined
a $7.9M UK program to further autonomous driving R&D, aiming to
gather data on driving habits and test vehicle communications
technology.

Mercedes’ Self-Driving Concept Car Will Be Ready In 15 Years
Last January, Mercedes unveiled their concept for the sleek F 015
autonomous vehicle, which the company says will be ready in 15 years.
Until then, the company is taking other steps toward self-driving cars.
In 2013, its Intelligent Drive semi-autonomous research vehicle drove
60 miles on a German highway and streets. Certain Mercedes models
have a “Stop-and-Go” mode, which allows the cars to navigate
themselves while in traffic. The company also has approval to test the
cars in California, and some have been seen driving in the streets. The
company is also considering setting up a large fleet of autonomous
limousines for on-demand access (which would presumably compete
with or supply cars to car-hailing services).
Mercedes-Benz is a brand of Daimler AG.

Microsoft Begins to Forge Autonomous Partnerships With
Automakers
Though late to the game compared to other tech giants, Microsoft has
begun to dip its toes into self-driving car research. Its initial strategy
appears to focus on collaborations, such as aNovember 2015 deal with
Volvo that will see the companies collaborating in autonomous vehicle
R&D and leveraging Microsoft’s HoloLens technology. Recently in
March 2016, Microsoft and Toyota also announced the expansion of
their five-year-old partnership to develop new vehicle connectivity and
telematics services. The new organization will also support Toyota’s
research in robotics, AI, and self-driving car development (see
Toyota’s other partnerships below). Microsoft has also reportedly
weighed taking a stake in the HERE high-definition mapping service,
currently owned by BMW, Daimler, and Volkswagen.

Mobileye Powers The Driver-Assistance Technology Behind
Self-Driving Vehicles
Mobileye, a $9B automotive supplier, provides many of the chips and
advanced driver-assistance systems that are used by manufacturers
for autonomous vehicles (including Tesla). The company has not
announced plans to manufacture cars themselves.
Read More: http://www.bloomberg.com/news/articles/2015-07-15/mobileye-offers-alternative-route-to-google-s-driverless-future

Nissan/Renault Promises ‘Significant Autonomous
Functionality’ By 2020
At last month’s New York Auto Show, Chairman and CEO of Nissan and
Renault Carlos Ghosn promised that the group would have 10 vehicles
on sale by 2020 with “significant autonomous functionality.” Nissan
unveiled its first public prototype in 2013 at the Nissan 360 event in
California, and has since been testing an autonomous Nissan LEAF on
the roads of Tokyo. Just days ago, Nissan and Toyota also
announced a joint effort to develop standardized “intelligent” maps,
perhaps in response to German automakers’ acquisition of the
mapping company HERE.

Nvidia Adapts GPU Technology To Create ‘Supercomputer’ For
Self-Driving Cars
At CES in January 2016, GPU and semiconductor company Nvidia
surprised many by unveiling the Nvidia Drive PX2, a powerful
computing platform for autonomous cars. Packing 8 teraflops of
processing power, the platform is robust enough to support deep
learning, sensor fusion, and surround vision — all key elements of a
potential self-driving car. Early this April, Nvidia reinforced its
commitment to autonomous vehicles by announcing that its Drive PX2
would serve as the standard computer in the Roborace self-driving
race series.

PSA Groupe Announces Successful ‘Eyes-Off’ Drive From Paris
to Amsterdam
Just days ago this April, the French PSA Groupe (including Peugeot,
Citroën and DS)announced that two Citroën cars had driven “eyes off”
from Paris to Amsterdam. The vehicles navigated over 300 km (186
miles) without supervision on “authorized stretches” of road, with PSA
claiming the cars had achieved Level 3 Automation in this mode. The
“eyes off” mode is slated to arrive by 2021, while semi-autonomous
“hands off” modes will be available by 2020. These features, along
with electric vehicles and new models, form the core of PSA’s broader
“Push to Pass” growth strategy (including a return to the US).

Tata Elixsi Showcases Valet System And Focuses On
Autonomous Vehicle Security
Tata Elixsi, a division of the TATA group, showcased technology in
January 2015 for an autonomous parking valet, in which the car
understands where open spots are and uses sensors to park itself.
While it’s unclear when these features will be rolled out to Tata Elixsi’s
lineup, the company has made it clear that it is moving towards
autonomous vehicles. It is also putting a priority on security, designing
a central unit in the car with extensive security measures that govern
internal and external automotive communication.
Read More: http://www.tataelxsi.com/whats-new/News/tata-elxsi-deliver-bytes-to-the-connected-car-autocar-professional.html

Tesla Charges Ahead With ‘Autopilot’
Electric car manufacturer Tesla has been a very public champion of
self-driving vehicle technology. CEO Elon Musk is particularly bullish on
the field, believing the technology behind fully autonomous vehicles is
only “two to three years away,” with another “one to five years”
needed for regulatory approvals. Tesla pushed its “Autopilot” software
update to properly equipped Model S vehicles last October, enabling
auto steering, lane changing, and parking features. However, in
December the company scaled back some of its Autopilot features,
after overzealous drivers began “doing crazy things with it.”
Nevertheless, it promises to bring semi-autonomous and autonomous
features to the masses with its much-hyped Model 3, which has
already attracted over 300,000 pre-orders.

Toyota Expands Autonomous Partnerships, Collaborates With
University Of Michigan
Toyota appears to have reversed course from its 2014 claims that it
would not develop a driverless car on safety grounds. Last year, it
announced a $1B budget for autonomous driving research. Toyota has
also also hired professors and researchers from Stanford University,
MIT, and the entire staff of the autonomous vehicle company Jaybridge
Robotics. Just this April, it also announced its third US university
partnership with an engineering powerhouse, the University of
Michigan. Toyota plans to divide labor among its research partners,
with the University of Michigan campus responsible for fully
autonomous cars, Stanford working on partially autonomous vehicles,
and MIT working on machine learning.

Uber Looks To Develop Or Source Self-Driving Car Fleet
Uber CEO Travis Kalanick is noted champion of his ride-sharing
company embracing autonomous cars. The company has made
several moves in that direction, such as poaching nearly the entire
Carnegie Mellon Robotics Lab (40 engineers) to work on the project in
Pittsburgh. Uber has also partnered with the University of Arizona to
develop better mapping and optical safety technology. In 2015, the
company acquired both mapping startup deCarta and mapping assets
from Microsoft, which could be leveraged to drive autonomous vehicle
efforts, among other initiatives. Rumors persist that Uber is also
sniffing around major automakers to source a large order of self-
driving cars. In March, Uber reportedly placed an order for up to
100,000 of Mercedes’ flagship S-Class, which are not yet fully
autonomous but offer certain semi-autonomous functionalities.
It should be noted that Uber’s self-driving cars could compete with
Google’s (one of Uber’s investors).

Volkswagen Pushes Autonomous Research As It Tries To Move
Past Emissions Scandal
In 2015, Volkswagen revealed the V-Charge project, where a
Volkswagen e-Golf equipped with sensors, 3D maps, etc. will find open
parking spaces in a garage and park without human input. The
company suggests that there will be a prototype for demonstration
available within four years. Besides this, in March 2016 VW Group CEO
Matthias Muller announced that the board had just signed off on a
huge autonomous driving initiative, boldly claiming that their goal was
to “[bring] these technologies to market faster than the competition.”
The Group’s head of digitalization asserts that self-driving cars will be
“commonplace” by 2025.
It should be noted as of April 2016, Volkswagen’s market capitalization
has been halved since its emissions scandal broke last September. This,
combined with looming legal action and the loss of public trust, could
hinder the development of autonomous vehicles across its subsidiaries
(e.g., Audi, Scania, and so on).

Beyond Corporates: Startups Becoming Serious Force In
Autonomous Tech
Source: https://www.cbinsights.com/blog/early-stage-autonomous-driving-startups/

Some Startups Working To Improve (Human) Driver Safety
and Awareness Now …
Source: CB Insights

…While Others Developing Direct Assistance And Self-Driving
Tech
Source: CB Insights

Chinese Corporates Linked To Number Of Stealthy “Autonomous-
Native” Electric Vehicle Startups

Startups Also Developing Driverless Shuttles And People Movers

Trucking Fleet Telematics Expected To Become Standard
Equipment By 2020
Source: McKinsey

Startups Already Capitalizing Here; Some Notable Exits To Date
Acq-Fin Acquired

Economic Incentives For Automating Trucking Possibly Even
Greater Than Passenger Cars
Ryan Petersen
CEO
“Trucking represents a
considerable portion of
the cost of all the goods
we buy… No technology
will automate away more
jobs — or drive more
economic efficiency —
than the driverless truck.”
Source: http://www.rolandberger.us/media/pdf/Roland_Berger_Automated_Trucks_20160517.pdf
https://techcrunch.com/2016/04/25/the-driverless-truck-is-coming-and-its-going-to-automate-millions-of-jobs/

Highway-Centric Driving Patterns Lend Themselves To
#Platooning” Concepts

Otto Promises $30K Retrofit Kits To Automate Existing
Trucking Fleets
Otto, founded by ex-Googlers, is bringing self-driving technology to trucks

Several Companies Attacking The Cost And Complexity Of Last-
Mile Delivery

Dry Power Available In Transportation & Logistics For M&A
Opportunities
Source: http://www.mckinsey.com/industries/travel-transport-and-logistics/our-insights/creating-value-in-transportation-and-logistics

Consumer Attitudes: Generally Optimistic, But Not Ready To
Let Go Of Wheel Entirely

Interest Wanes Among Older Demos, With Notable Exception
Of China
Source: https://www.rolandberger.com/en/Publications/pub_automated_vehicles_index.html

A Quick Refresher On Levels Of Automation (As Defined By The
NHTSA)
Source: http://www.nhtsa.gov/About+NHTSA/Press+Releases/U.S.+Department+of+Transportation+Releases+Policy+on+Automated+Vehicle+Development

What Is The Safest Road To Autonomous Cars?
Source: http://www.nhtsa.gov/About+NHTSA/Press+Releases/U.S.+Department+of+Transportation+Releases+Policy+on+Automated+Vehicle+Development

Managing Driver Expectations And Maintaining Attention Will
Be Key
Alex Taussig
Partner
“The research suggests
that, when humans try
to supervise an
autonomous car, they
tend to fall asleep.
Moreover, they are more
awake when they are
more distracted.”
ADAS = Advanced Driver Assistance System
Sources: Stanford, Alex Taussig via Medium

This Will Become Even More Critical As Frequency Of Driver
Engagements Falls

Semi-Autonomous Accidents Have Intensified The Debate
Sources: The Verge, Auto News, Consumer Reports, Roadshow by CNET, Reuters

When Accidents Do Happen, Consumers Want Manufacturers
To Assume Liability
Håkan Samuelsson
CEO and President
“We are the suppliers of this
technology and we are liable for
everything the car is doing in
autonomous mode. If you are
not ready to make such a
statement, you shouldn’t try to
develop an autonomous system.”

Meanwhile Google, Volvo Aim Directly For Full Automation
“Volvo believes Level 3 autonomy,
where the driver needs to be ready
to take over at a moment's notice, is
an unsafe solution.”
“[Carmakers] have retail networks
they need to take care of. They have
customers they need to take along…
we're solving for pure L4
autonomy.”
Trent Victor
Senior Technical
Leader of Crash
Avoidance
John Krafcik
CEO, Self-Driving
Car Project

However, Validating Pure Autonomy May Be Highly
Challenging Through Test Driving Alone
Graphic is illustrative and not to scale
Sources: RAND, Google (data as of June 2016), The Verge (Tesla data as of May 2016)

As Connectivity And Automation Increase, So Will Cybersecurity
Threats
Sources: Karamba Security, Wired, FT, Fortune

VC-Backed Startups Are Helping Auto OEMs To Uncover
Vulnerabilities …
Source: Ars Technica

…And Defend Against Unknown Threats

Direct Effects: The Economics Of Personal Mobility Will See
Major Shifts

Shared Mobility Services Will Begin Eating Into Direct Sales,
Especially In Europe And Asia
Source: BCG

Major Ride-Hailing Companies Eager To Capitalize On This
Opportunity…
Uber’s First Self-Driving Car Is Hitting the Streets
Source: Uber, TIME

…But Big Auto Not Blind To This, Investing Heavily In Ride-
Hailing

Suppliers Also Face Increasing Competition From Number Of
Directions
Today:
Traditional tiered supplier model
Future:
Diversified sourcing model
Source: AT Kearney

Mobileye Pioneered Advanced Assistance And Vision Hardware,
Now Top Dog In Sector
Sources: CB Insights, Ars Technica

New Hardware Startups Looking To Address Cost Intensive
Pain Points Like Lidar
Traditional LiDAR:
~$75,000 / unit
Solid-state LiDAR:
~$250 / unit
Source: The Washington Post

Semiconductor Giants Rushing To Fill Demand For Processing
Power And Silicon

Entrepreneurs Also See Opportunities Outside Of Hardware,
Like Mapping And Navigation Tech

Connected Cars Could Account For $100B+ In Revenue By 2020
Source: https://www.statista.com/outlook/320/109/connected-car/united-states#

Startups Are Attacking Immediate Opportunities In Connected
Car And Driving Data Apps …

…And Are Now Looking To Built Out App And Analytics
Ecosystems

Proliferation Of Connected Tech Fueling Adoption Of Usage-
Based Insurance
Participation in UBI
US HH, 2013-2015 (Nielsen)
Interest in UBI
By generation
Source: http://www.nielsen.com/us/en/insights/news/2016/usage-based-insurance-is-gaining-traction-particularly-among-millennials.html

New Communications Companies Addressing Constraints

Automation And Connectivity Will Combine To Drive Billion-
Dollar Entertainment Opportunities

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