<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"
	xmlns:content="http://purl.org/rss/1.0/modules/content/"
	xmlns:wfw="http://wellformedweb.org/CommentAPI/"
	xmlns:dc="http://purl.org/dc/elements/1.1/"
	xmlns:atom="http://www.w3.org/2005/Atom"
	xmlns:sy="http://purl.org/rss/1.0/modules/syndication/"
	xmlns:slash="http://purl.org/rss/1.0/modules/slash/"
	>

<channel>
	<title>Top Automotive Research I Automotive Reports &#8211; AUTO2X I Automotive Market Reports</title>
	<atom:link href="https://www.shop.auto2xtech.com/automotive-research-automotive-reports/feed/" rel="self" type="application/rss+xml" />
	<link>https://www.shop.auto2xtech.com</link>
	<description>Automotive Technology Reports</description>
	<lastBuildDate>Sat, 15 Mar 2025 15:52:15 +0000</lastBuildDate>
	<language>en-GB</language>
	<sy:updatePeriod>
	hourly	</sy:updatePeriod>
	<sy:updateFrequency>
	1	</sy:updateFrequency>
	<generator>https://wordpress.org/?v=6.8</generator>

<image>
	<url>https://www.shop.auto2xtech.com/wp-content/uploads/2024/11/cropped-Untitled-design-6-32x32.png</url>
	<title>Top Automotive Research I Automotive Reports &#8211; AUTO2X I Automotive Market Reports</title>
	<link>https://www.shop.auto2xtech.com</link>
	<width>32</width>
	<height>32</height>
</image> 
	<item>
		<title>150+ Top Opportunities in Automotive Shaping the Future: Live Automotive Trend Radar</title>
		<link>https://www.shop.auto2xtech.com/product/automotive-trend-radar-opportunity/</link>
		
		<dc:creator><![CDATA[a2xworkshops1]]></dc:creator>
		<pubDate>Tue, 25 Feb 2025 10:02:23 +0000</pubDate>
				<guid isPermaLink="false">https://www.shop.auto2xtech.com/?post_type=product&#038;p=27680</guid>

					<description><![CDATA[<div class="page" title="Page 17">
<div class="section">
<div class="layoutArea">
<div class="column">

This service includes an annual subscription to the Auto2x Live Automotive Opportunity &#38; Trend Radar for up to 5 individual users and a monthly 30-minute briefing to showcase new findings and updates that boost value creation for your team.

</div>
</div>
</div>
</div>]]></description>
										<content:encoded><![CDATA[<h1>Auto2x Automotive Technology Radar empowers strategic planning, innovation scouting, and partner discovery</h1>
<blockquote><p><b>New business models, incl. data monetization and circular strategies, could add another $1 trillion to Automotive Revenues by 2030. Find the biggest opportunities with the Automotive Trend Radar.</b></p></blockquote>
<p>The automotive industry is undergoing massive change driven by digital transformation, automation and energy transition.</p>
<p>New business models, incl. data monetization, shared mobility, and circular strategies, could add another $1 trillion to Automotive Revenues by 2030, according to <a href="https://www.mckinsey.com/industries/automotive-and-assembly/our-insights/shared-mobility-sustainable-cities-shared-destinies" target="_blank" rel="noopener">McKinsey</a>.</p>
<p>Change creates tremendous opportunities, as demonstrated by the waves of new market entrants, such as tech giants, and the proliferation of start-ups, among other indicators.</p>
<p>The Auto2x Automotive Trend Radar helps you scout and invest in opportunities with the highest market potential, business readiness and technological maturity to unlock new revenue pools, advance product development or help you innovate and find best-fit partners for commercial or technology development.</p>
<p>It is a crucial tool to empower technology scouting, partner discovery, strategic planning and execution for Corporate Strategy, Innovation, New Product Development, R&amp;D and Engineering teams.</p>
<p><span id="more-27680"></span></p>
<h2>How does the Technology Radar work?</h2>
<p>Auto2x’s Automotive Trend Radar Radar uniquely synthesises innovation metrics for incumbent and emerging technologies, business data: market sizing, market share, growth rates; and interviews with experts, such as CEOs, entrepreneurs and academics.</p>
<p><i>Auto2x leverages a taxonomy of +1400 technologies in Automotive, including AI, Connected, Autonomous Driving, Electrified powertrains &amp; Circular Mobility</i></p>
<p>✅ Check which Technologies in AI, Autonomous Driving, Connected Cars and New Business models present strong Market Potential<br />
✅ Understand the Technology Readiness to help you time the market<br />
✅ Find best-in-class suppliers and innovators to partner with, invest in or source from.</p>
<p>The basic principle is to develop a robust scouting methodology that captures technological disruption and market movements and prioritises the identified items into Act, Prepare and Watch.</p>
<ul>
<li><strong>Act:</strong> These technologies or opportunities are your top priority when investing in or leveraging to build new products or find partners to enter new markets.</li>
<li><strong>Prepare:</strong> the action point here is to position yourself to take advantage of the upcoming development or emerging opportunity.</li>
<li><strong>Watch:</strong> the time horizon for these innovations or items doesn’t require immediate action.</li>
</ul>
<p>The Automotive Trend radar assesses the score for each opportunity based on 3 Parameters:</p>
<ol>
<li>Market Potential to show how big the market is, how fast it’s growing, what is the level of competition;</li>
<li>Technological Maturity: Technology Readiness Level (TRL, Patent and Scientific Literature)</li>
<li>Market Strategies, which covers business readiness metrics.</li>
</ol>
<h2>Who is it for?</h2>
<ul>
<li>Innovation teams can use the Radar to build insightful technology roadmaps and understand what new functionality or new products they can bring from the evolution of technology;</li>
<li>Strategy teams can identify opportunities and prioritise them to allocate resources better and improve ROI.</li>
<li>Investment and Venture Capital teams (VC) can use the Radar to scout for attractive investment targets, for example, finding start-ups operating in a segment with high potential that aligns with their investment thesis.</li>
<li>Finally, the Radar also serves as an outside-in perspective to help shed light on your blind spots</li>
</ul>
<p>Auto2x leverages a taxonomy of 1400+ technologies in Automotive, including AI, Autonomous Driving, Electrified powertrains and Circular Mobility.</p>
<p>The comprehensive taxonomy allows you to deep dive into your area of specialisation.</p>
<ol>
<li>AI in Automotive: captures the impact of advancements in Computer Vision, NLP, Generative AI and other technologies on EVs, ADAS, etc.</li>
<li>Connected Cars: the digitalization of the vehicle interior services, connectivity (5G-6G), Human Machine Interface (HMI) &amp; Software-Defined Vehicles (SDV);</li>
<li>Autonomous Driving captures hardware (sensors) and software, business models for cars, trucks, motorbikes, shared mobility and other use cases.</li>
<li>New Business Models, such as component-as-a-service, data monetization, automated ride-hailing, electrified car-sharing, and multi-modal transport;</li>
<li>Electrified: Future of Powertrain, such as BEVs, PHEVs, HEVs, FC, clean ICE, Electric Vehicle charging, fuel cells, batteries, e-motors, and other;</li>
<li>Circular Autos or Climate-Neutral Cars include sustainable materials, Circular Mobility, and sustainable manufacturing, among others.</li>
</ol>
<p><a href="https://www.shop.auto2xtech.com/product/ai-in-automotive-top-opportunities/">Artificial Intelligence Driving Automotive to the Future.</a> AI Assistants are expanding beyond consumer electronics and vehicle infotainment systems to sales, marketing and engineering across multiple industries, including Healthcare, Sales, Messaging and Human Resources. Auto2x has identified 42 companies active in this space which have attracted $578 Million in funding.</p>
<p>Autonomous Driving Technologies and Opportunities to Act on from the Automotive Trend Radar. New ADAS features for better perception, customer experience, digital wallets and electric AVs will contribute €21 Billion by 2025 together with increasing sensor content.</p>
<p>Next-generation Digital vehicles must integrate new, diverse technologies and complex logical operations; the hardware architecture has to support advanced software functionality and upgradability.</p>
<p>Car-Metaverse enables in-cabin features, remote access and virtual development for immersive-reality experiences powered by XR (VR &amp; AR).</p>
<p>Electrification of passenger cars and commercial vehicles will play an important role in the journey towards a carbon-neutral society.</p>
<p>Find the biggest opportunities with the Automotive Trend Radar.</p>
]]></content:encoded>
					
		
		
			</item>
		<item>
		<title>AI in Automotive: Opportunities, Applications and Competitor Analysis</title>
		<link>https://www.shop.auto2xtech.com/product/ai-in-automotive-top-opportunities/</link>
		
		<dc:creator><![CDATA[a2xworkshops1]]></dc:creator>
		<pubDate>Mon, 02 Dec 2024 10:49:08 +0000</pubDate>
				<guid isPermaLink="false">https://www.shop.auto2xtech.com/?post_type=product&#038;p=27465</guid>

					<description><![CDATA[AI has huge potential to revolutionise the whole Automotive value chain, from generative AI design to manufacturing, vehicle utilization, EVs, Autonomous Driving and end-of-life.

Leverage our Live rankings of 50+ identified opportunities, 200+ use cases of AI from carmakers and suppliers, Company Readiness Scores and innovation Roadmaps to prepare for the era of AI-Defined vehicles.]]></description>
										<content:encoded><![CDATA[<h2>Top-50 Opportunities Fueling Growth in AI in Automotive</h2>
<p>The automotive industry has used AI for decades, such as Computer Vision and Machine Learning for vehicle perception in autonomous driving, robotics in manufacturing, and NLP for voice recognition in-car assistants.</p>
<p>However, the era of the &#8220;AI-defined Car&#8221; is just starting to impact the whole Automotive value chain.</p>
<p>The convergence of innovation breakthroughs in AI, such as huge strides in GAN and advancements in computational power, with commercial readiness and strong investments, unlock opportunities for new revenues, product differentiation, operational efficiency and regulatory compliance.</p>
<blockquote><p><strong><em>Auto2x has developed a proprietary methodology of scouting for growth opportunities and prioritising them to help stakeholders turn data into action. Access the Live Ranking with 100+ opportunities of Ai in Automotive.</em></strong></p></blockquote>
<p><img fetchpriority="high" decoding="async" class="alignnone wp-image-27685 size-full" src="https://www.shop.auto2xtech.com/wp-content/uploads/2024/12/Auto2x-Opportunities-in-AI.png" alt="Live Ranking of Opportunities in AI (Auto2x)" width="2474" height="1368" srcset="https://www.shop.auto2xtech.com/wp-content/uploads/2024/12/Auto2x-Opportunities-in-AI.png 2474w, https://www.shop.auto2xtech.com/wp-content/uploads/2024/12/Auto2x-Opportunities-in-AI-300x166.png 300w, https://www.shop.auto2xtech.com/wp-content/uploads/2024/12/Auto2x-Opportunities-in-AI-1024x566.png 1024w, https://www.shop.auto2xtech.com/wp-content/uploads/2024/12/Auto2x-Opportunities-in-AI-768x425.png 768w, https://www.shop.auto2xtech.com/wp-content/uploads/2024/12/Auto2x-Opportunities-in-AI-1536x849.png 1536w, https://www.shop.auto2xtech.com/wp-content/uploads/2024/12/Auto2x-Opportunities-in-AI-2048x1132.png 2048w, https://www.shop.auto2xtech.com/wp-content/uploads/2024/12/Auto2x-Opportunities-in-AI-600x332.png 600w, https://www.shop.auto2xtech.com/wp-content/uploads/2024/12/Auto2x-Opportunities-in-AI-64x35.png 64w" sizes="(max-width: 2474px) 100vw, 2474px" /></p>
<h3>The Rise of the AI-Defined Vehicle</h3>
<blockquote><p><strong><em>AI-defined vehicles represent a transformative shift in automotive technology from supervised machine learning to self-learning AI taking central role</em></strong></p></blockquote>
<p>An AI-defined vehicle is distinguished by its reliance on artificial intelligence (AI) as a central component in driving operations, vehicle management, and user interactions.</p>
<p>Unlike traditional vehicles or even many autonomous systems that depend heavily on predefined programming and extensive sensor arrays, AI-defined vehicles use AI algorithms to process and adapt to real-world environments dynamically.</p>
<p>Tesla is a pioneer in this space pushing the boundaries and emphasizing adaptability, scalability, and efficiency over traditional sensor-based autonomy systems.</p>
<h3>The Explosion of Vehicle Data and the Shift to On-Board Real-time Processing with AI</h3>
<p>Modern autonomous vehicles leverage deep learning algorithms that process extensive data from various sensors in real-time. AI enables vehicles to analyze real-time data from their environment, including traffic conditions and obstacles, which is crucial for safe navigation.</p>
<p>With data processing moving from offline to on-board vehicles, demand for AI to improve data processing and real-time decision-making for critical operations in EVs and ADAS is increasing.</p>
<h3 id="ember72" class="ember-view reader-text-block__heading-3">Innovation is marching strong Creating Opportunities for Differentiation and Revenues</h3>
<p>AI research output has increased from less than 1 million papers in 2021 to 13 million papers in 2021, an increase of 1300%.</p>
<p>The analysis of the <strong><em>Patent Landscape Report on GenAI</em></strong> by the <a class="pTSsSJsLzRLkMbyTaIxqYJTfuyzbqtZqJVgQ " href="https://www.wipo.int/web/patent-analytics/generative-ai" target="_self" data-test-app-aware-link="" rel="noopener">WIPO</a> revealed that Asia companies hold the lion&#8217;s share in publications. Tencent, Ping An Insurance Group and Baidu own the most GenAI patents.</p>
<blockquote><p><strong><em>Strong innovation is helping Asian players develop a competitive advantage and monetize their edge through licensing Standard Essential Patents (SEPs).</em></strong></p></blockquote>
<h3>Rising Demand for AI Chips for Inference and Model Training Reveal Early Winners</h3>
<div class="page" title="Page 14">
<div class="layoutArea">
<div class="column">
<div class="page" title="Page 14">
<div class="layoutArea">
<div class="column">
<p>Demand for more and faster Graphic Processing Units (GPUs) is getting stronger as demonstrated by the financial performance of NVIDIA, AMD and other AI leaders. GPUs are used for answering questions on existing models (inference) and during the development phase of an AI model (training).</p>
</div>
</div>
</div>
</div>
</div>
</div>
<h3><b>New Generative AI Applications in Cars Enhance Customer Experiences</b></h3>
<p>Generative AI can enhance automotive design, manufacturing, customer experiences with better communication between drivers and car assistants, as well as vehicle perception for Autonomous Driving from Baidu &amp; Haomo.ai.</p>
<h3>Investment in AI in Automotive is Booming To Control AI Infrastructure</h3>
<ul>
<li>Investments in AI startups surged to $24 billion from April to June 2024, more than doubling from the previous quarter. AI start-ups raised $27.5 Billion in Q1-Q2 2024 across industries, from Elon Musk&#8217;s xAI raising $6 Billion to race OpenAI to super-computers, health and others.</li>
<li>Microsoft, BlackRock and NVIDIA<a href="https://www.businesswire.com/news/home/20240917764857/en/BlackRock-Global-Infrastructure-Partners-Microsoft-and-MGX-Launch-New-AI-Partnership-to-Invest-in-Data-Centers-and-Supporting-Power-Infrastructure" target="_blank" rel="noopener"> are investing more than $30 Billion</a> to build data centres and energy projects to fill the growing demand for AI</li>
<li>Demand for power to train AI models and process data will skyrocket!</li>
<li>Amazon spent $2.75 billion on AI startup Anthropic in its largest venture investment yet</li>
</ul>
<h3>Partnerships between AI Leaders and Automotive Players are on the Rise To Enhance Market Positioning</h3>
<p>BYD’s partnership with NVIDIA focuses on AI training and in-car computing for EVs, highlighting China’s strategic push in AI integration.</p>
<h3>Players Must Overcome Roadblocks to Unlock the Full Potential of the AI-Defined Car</h3>
<p>To realise the full potential of AI in Automotive, players must solve technological challenges in the integration of tech, balance the high investment cost with prioritisation of applications with high ROI and develop in-house expertise to stay relevant.</p>
<p>Furthermore, they will have to protect their Intellectual Property, guarantee safety, privacy and security for their customers and manage regulatory mandates and ethical development requirements.</p>
<h2>10 Reasons You Should Read This Report: Our Unique Value Proposition</h2>
<p>This report analyses the strategies, technologies and market potential of AI in Automotive to provide competitor insights and actionable guidance.</p>
<ol>
<li>Live Ranking of Top-50 Opportunities in Artificial Intelligence to generate revenues, advance products or improve efficiency</li>
<li>Innovation Roadmaps in 30+ key AI technologies incl. CV, ML, GenAI, NLP, EmotionAI, OpticalAI;</li>
<li>Live Database with 200+ AI-Automotive Use Cases across the Automotive Value Chain</li>
<li>Top20 Players including carmakers and suppliers&#8217; strategy and technology readiness</li>
<li>Competitor analysis: Identify strengths and portfolio gaps</li>
<li>Live AI Start-up Database &amp; Scoring: +1000 start-ups ranked</li>
<li>Top Innovation Hubs</li>
<li>Interviews with CXOs</li>
<li>Continuous data updates through our <a href="https://datacurrent.co.uk/" target="_blank" rel="noopener">innovative automated intelligence technology</a>.</li>
<li>Our report is designed for unlimited access, allowing you to share it freely among your team without any user restrictions</li>
</ol>
<h2>Our Unique Methodology</h2>
<h3>Live Ranking of Top Opportunities in AI in the Automotive Industry</h3>
<p>Auto2x synthesizes innovation metrics, data, expert opinion and proprietary methodologies to develop a long list of disruptive opportunities to innovate, generate new revenues, expand to new markets and improve operational efficiency.</p>
<p>We assess each opportunity based on its Market Potential and Technological Readiness Scores, which are weighted scores comprising TAM (Total Addressable Market), TAM Growth, Competition, Value addition, Investment, Technology Readiness Level (TRL), Patent filings and Scientific research, Scalability and others.</p>
<p><img decoding="async" class="alignnone wp-image-27473 size-full" src="https://www.shop.auto2xtech.com/wp-content/uploads/2024/12/Auto2x.-AI-in-Automotive_Opportunity-Ranking-Methodology.png" alt="Methodology of ranking opportunities in AI in Automotive" width="794" height="731" srcset="https://www.shop.auto2xtech.com/wp-content/uploads/2024/12/Auto2x.-AI-in-Automotive_Opportunity-Ranking-Methodology.png 794w, https://www.shop.auto2xtech.com/wp-content/uploads/2024/12/Auto2x.-AI-in-Automotive_Opportunity-Ranking-Methodology-300x276.png 300w, https://www.shop.auto2xtech.com/wp-content/uploads/2024/12/Auto2x.-AI-in-Automotive_Opportunity-Ranking-Methodology-768x707.png 768w, https://www.shop.auto2xtech.com/wp-content/uploads/2024/12/Auto2x.-AI-in-Automotive_Opportunity-Ranking-Methodology-600x552.png 600w, https://www.shop.auto2xtech.com/wp-content/uploads/2024/12/Auto2x.-AI-in-Automotive_Opportunity-Ranking-Methodology-64x59.png 64w" sizes="(max-width: 794px) 100vw, 794px" /></p>
<h3>Live Database with AI-Automotive Use Cases From Design to End-of-Life</h3>
<p>Auto2x has developed a unique database of AI applications across the value chain in Automotive and use cases in Automotive which is accessible as part of this report. The database unveils</p>
<ul>
<li>how is AI revolutionising the Automotive value chain from design to manufacturing, use and recycling;</li>
<li>the strategies of carmakers, automotive suppliers, start-ups and tech giants</li>
<li>their partners and ecosystem to bring the technology to market</li>
<li>the domains (e.g. Electric cars, Autonomous Driving) these applications focus on</li>
<li>the technological enablers, such as NLP, ML or Generative AI, empowering the solutions</li>
</ul>
<p><img decoding="async" class="alignnone wp-image-27676 size-full" src="https://www.shop.auto2xtech.com/wp-content/uploads/2024/12/Auto2x-200-use-cases-of-AI-in-Automotive-Value-Chain.png" alt="AI Use cases in Automotive" width="794" height="641" srcset="https://www.shop.auto2xtech.com/wp-content/uploads/2024/12/Auto2x-200-use-cases-of-AI-in-Automotive-Value-Chain.png 794w, https://www.shop.auto2xtech.com/wp-content/uploads/2024/12/Auto2x-200-use-cases-of-AI-in-Automotive-Value-Chain-300x242.png 300w, https://www.shop.auto2xtech.com/wp-content/uploads/2024/12/Auto2x-200-use-cases-of-AI-in-Automotive-Value-Chain-768x620.png 768w, https://www.shop.auto2xtech.com/wp-content/uploads/2024/12/Auto2x-200-use-cases-of-AI-in-Automotive-Value-Chain-600x484.png 600w, https://www.shop.auto2xtech.com/wp-content/uploads/2024/12/Auto2x-200-use-cases-of-AI-in-Automotive-Value-Chain-64x52.png 64w" sizes="(max-width: 794px) 100vw, 794px" /></p>
<h2>9 Questions This Report Answers About AI in Automotive</h2>
<ol>
<li>Which are the Biggest Opportunities in AI for Automotive to generate revenues, innovate or build competitive advantage?</li>
<li>How can players overcome the technological and commercial challenges of integrating AI in Automotive?</li>
<li>Which applications of AI in Automotive have the biggest potential, e.g. TAM or Return-on-Investment)?</li>
<li>Which innovations in AI are fueling growth in <a href="https://www.shop.auto2xtech.com/product/autonomous-vehicles/">Autonomous Driving and </a>Electric Vehicles?</li>
<li>What is the future of AI in vehicle interiors?</li>
<li>How will electric vehicles evolve utilising advancements in artificial intelligence?</li>
<li>Who are the best partners to build AI-enabled products and improve AI readiness?</li>
<li>What are the biggest opportunities in AI Automotive Start-ups?</li>
<li>What is the outlook for AI Intellectual Property in Automotive?</li>
</ol>
<h2>Who Should Read This Report</h2>
<ul>
<li>Automotive professionals</li>
<li>Investment teams</li>
<li>R&amp;D teams</li>
<li>Innovation</li>
<li>Consultants</li>
<li>Regulators</li>
<li>Industry Associations</li>
</ul>
<h2>Table of Contents</h2>
<ol>
<li>Executive Summary</li>
<li>The Opportunity in AI in Automotive
<ol>
<li>Ranking of +100 Opportunities in AI for Automotive by Market Potential and Tech Readiness</li>
<li>Analysis of +100 Opportunities by Market Potential</li>
<li>Assessment of each Opportunity by Technology Readiness Level</li>
<li>Recommendations for Incumbents and New Market Entrants</li>
</ol>
</li>
<li>Deep Dive in AI Technology for the Automotive Industry
<ol>
<li>Foundation Models</li>
<li>AI Hardware</li>
<li>AI Software</li>
<li>AI Infrastructure</li>
<li>Silicon Opportunities</li>
<li>Compute and Inference</li>
<li>Generative AI and opportunities in Automotive</li>
<li>NLP</li>
<li>Machine Learning, Supervised, Unsupervised</li>
<li>Computer Vision</li>
<li>AI Agents</li>
<li>Federated Learning</li>
<li>Enterprise AI</li>
</ol>
</li>
<li>Applications of AI across the Automotive Value Chain
<ol>
<li>Generative AI Design: Opportunities, Technologies, Challenges and Players</li>
<li>Manufacturing Optimisation</li>
<li>How to Improve Quality</li>
<li>AI in Autonomous Driving: CV, DL, ML, Generative AI and LLMs</li>
<li>AI in Electric Vehicles: from batteries to powertrains and charging</li>
<li>NLP and GenAI in Vehicle Interiors: From In-car Assistants to AI Companions</li>
<li>Artificial Intelligence in Mobility-as-a-Service (MaaS)</li>
<li>Predictive Maintainance</li>
<li>AI in Aftersales and Customer Support</li>
<li>AI for Sustainable Mobility: Recycling, Repurposing, End of life</li>
</ol>
</li>
<li>Key Partnerships and the Development of Ecosystems</li>
<li>The Biggest Investments in AI in the Automotive Industry</li>
<li>Evolving Regulation and Ethical Standards
<ol>
<li>Why Regulate AI</li>
<li>EU AI Act</li>
<li>US AI Policy</li>
<li>China&#8217;s Regulation and AI Standards</li>
<li>Ethical AI and Automotive Approaches</li>
</ol>
</li>
<li>Interviews with CXOs</li>
<li>Competition and Player Strategies
<ol>
<li>Carmakers: Leaders vs. Laggards</li>
<li>Suppliers: Readiness Levels</li>
<li>Tech Giants: New Entrants and Emerging Leaders</li>
<li>Start-ups: Emerging Stars</li>
</ol>
</li>
<li>Innovation Hubs</li>
</ol>
<h2>Companies Mentioned: +20 OEMs, +30 Suppliers and +1000 Start-ups</h2>
<ul>
<li><strong>Carmakers:</strong> Aston Martin, Audi, BMW, Honda, Hyundai, KIA, Jaguar Land Rover, Lotus, Mercedes-Benz, Mitsubishi, NIO, Nissan, Porsche, Renault, Smart, Skoda, Tesla, Toyota, Volvo, VW, XPeng, Zeekr</li>
<li><strong>Suppliers: </strong>Amazon, Alibaba, AMD, Apple, arm, Autoneum, Axios, Baidu, Blackberry, Continental, Denso, Foxconn, Google, Harman, Helm.ai, Hitachi, Hyundai Mobis, Huawei, IBM, Intel, Kodiak Robotics, Lear, Lenovo, Mando HL, Microsoft, Mobileye, NVIDIA, Qualcomm, Texas Instruments, TSMC, Valeo, ZF</li>
<li><strong>Start-ups:</strong> +1000, including AiAthena, Recogni,</li>
<li><strong>MaaS:</strong> Waymo, Uber, Lyft, TIER, Pony</li>
<li><strong>Regulators</strong></li>
<li><strong>Foundational Models, LLMs:</strong> Anthropic, Meta, Google, OpenAI, xAI</li>
<li><strong>Other:</strong> Accenture, Bain, CitiGroup, Goldman Sachs</li>
</ul>
]]></content:encoded>
					
		
		
			</item>
		<item>
		<title>Autonomous Vehicles Competitor Analysis: Carmakers, Suppliers &#038; Start-ups</title>
		<link>https://www.shop.auto2xtech.com/product/autonomous-vehicles/</link>
		
		<dc:creator><![CDATA[a2xworkshops1]]></dc:creator>
		<pubDate>Sat, 19 Oct 2024 09:05:23 +0000</pubDate>
				<guid isPermaLink="false">http://www.shop.auto2xtech.com/?post_type=product&#038;p=113</guid>

					<description><![CDATA[Our 150+ page report analyses the technology roadmaps of key players, including their product portfolio, innovation metrics such as patents and academic research, strategy and business data, and interviews with experts, to capture opportunities for growth in Autonomous Vehicles.]]></description>
										<content:encoded><![CDATA[<h2>Your go-to resource for Competitor Analysis in Autonomous Vehicles</h2>
<p>This report examines the leaders and followers in the ADAS and Autonomous Driving race, from carmakers to suppliers and emerging start-ups, to help you discover big opportunities for new revenue pools as competition intensifies.</p>
<p>Competition in ADAS and Autonomous Vehicles is fierce as vehicle manufacturers, automotive component suppliers, and new entrants strive to:</p>
<ul>
<li>monetize the rising sensor content in vehicles, e.g. radars, cameras, and lidar to support higher levels of automation;</li>
<li>respond to the need for data processing and computing to support new cruising and parking features;</li>
<li>democratise software-defined vehicles to keep them up-to-date and secure.</li>
<li>take advantage of changing regulations to capture new markets and customers</li>
</ul>
<p><img loading="lazy" decoding="async" class="alignnone wp-image-27689 size-full" src="https://www.shop.auto2xtech.com/wp-content/uploads/2024/10/50-opportunities-in-Autonomous-Driving_Auto2x.png" alt="" width="1660" height="888" srcset="https://www.shop.auto2xtech.com/wp-content/uploads/2024/10/50-opportunities-in-Autonomous-Driving_Auto2x.png 1660w, https://www.shop.auto2xtech.com/wp-content/uploads/2024/10/50-opportunities-in-Autonomous-Driving_Auto2x-300x160.png 300w, https://www.shop.auto2xtech.com/wp-content/uploads/2024/10/50-opportunities-in-Autonomous-Driving_Auto2x-1024x548.png 1024w, https://www.shop.auto2xtech.com/wp-content/uploads/2024/10/50-opportunities-in-Autonomous-Driving_Auto2x-768x411.png 768w, https://www.shop.auto2xtech.com/wp-content/uploads/2024/10/50-opportunities-in-Autonomous-Driving_Auto2x-1536x822.png 1536w, https://www.shop.auto2xtech.com/wp-content/uploads/2024/10/50-opportunities-in-Autonomous-Driving_Auto2x-600x321.png 600w, https://www.shop.auto2xtech.com/wp-content/uploads/2024/10/50-opportunities-in-Autonomous-Driving_Auto2x-64x34.png 64w" sizes="auto, (max-width: 1660px) 100vw, 1660px" /></p>
<h3>8 Reasons You Should Read This Report: Our Unique Value Proposition</h3>
<p>This report analyses the strategies, technologies and market potential of AI in Automotive to provide competitor insights and actionable guidance.</p>
<ol>
<li>Live Ranking of Top-100 Opportunities in Autonomous Driving</li>
<li>Innovation Roadmaps in +30 key AD technologies</li>
<li>Player Readiness Scores and Competitor analysis</li>
<li>Live Start-up Database</li>
<li>Top Innovation Hubs</li>
<li>Interviews with CXOs</li>
<li>Continuous data updates through our <a href="https://datacurrent.co.uk/" target="_blank" rel="noopener">innovative automated intelligence technology</a>.</li>
<li>Our report is designed for unlimited access, allowing you to share it freely among your team without any user restrictions</li>
</ol>
<h3>Key questions this report answers</h3>
<ol>
<li>What are the most promising opportunities in autonomous vehicles based on market potential and technology readiness?</li>
<li>Which car markets are leading the race to full autonomy? What is the outlook?</li>
<li>What are the roadmaps of carmakers in ADAS? What is their Strategy, Technology &amp; Market Readiness?</li>
<li>Which suppliers hold the largest market shares and have the most advanced Autonomous Vehicles Technology?</li>
<li>Which start-ups have the biggest potential to solve key challenges in the digital transition, disrupt Autonomous Mobility and bring new value to customers?</li>
</ol>
<h3>Who Should Read the Autonomous Vehicle Market Report</h3>
<ol>
<li>Competitor Analysis, Market Intelligence and Strategy functions in global OEMs, Tier-1/2 automotive suppliers</li>
<li>Innovation teams and R&amp;D</li>
<li>Engineering teams</li>
<li>Investors and investment professionals</li>
<li>Software development professionals</li>
<li>Regulators, policy-makers and other stakeholders</li>
</ol>
<h3>Table of Contents</h3>
<ol>
<li><strong>The Opportunity in Autonomous Vehicles</strong>
<ol>
<li>Rising ADAS Sensor Content</li>
<li>Need for on-board vehicle compute</li>
<li>New Features, SOTA updates &amp; FoD</li>
<li>ADAS HMI &amp; opportunities in health</li>
<li>Opportunities from Software-Defined Vehicles</li>
<li>Metaverse &amp; WEB3 opportunities</li>
<li>Connected Road Infrastructure</li>
<li>Regulation for L3-4 AD, Cyber &amp; AI</li>
<li>Deployment &amp; Emerging Markets</li>
<li>Collaborations and Level 3-4 Platforms</li>
</ol>
</li>
<li><strong>ADAS Supplier Rankings in Autonomous Vehicles</strong>
<ol>
<li>Trends in Supplier ADAS-AD Strategy</li>
<li>R&amp;D of Suppliers in 2023 to drive AD-SW</li>
<li>New Product Launches in Jan-Sep 2024</li>
<li>Key collaborations in Jan-July 2024</li>
<li>Technology Competitiveness ranking</li>
<li>Sensor portfolio of Tier-1 Suppliers</li>
<li>Radar and Camera benchmarking</li>
<li>Revenues by ADAS-Software divisions</li>
<li>Rankings by ADAS Revenues</li>
<li>Supplier market shares in 77GHz radar</li>
<li>Alibaba</li>
<li>APTIV</li>
<li>Amazon</li>
<li>Bosch</li>
<li>Baidu</li>
<li>Continental</li>
<li>Denso</li>
<li>Hella</li>
<li>Hitach AS</li>
<li>Hyundai Mobis</li>
<li>Huawei</li>
<li>Lenovo</li>
<li>Magna</li>
<li>Mando HL</li>
<li>Microsoft</li>
<li>Intel-Mobileye</li>
<li>NVIDIA</li>
<li>Qualcomm</li>
<li>Samsung-Harman</li>
<li>Valeo</li>
<li>Veoneer</li>
<li>Zenseact</li>
<li>ZF</li>
</ol>
</li>
<li><strong>Carmaker Roadmaps to Autonomous Driving</strong>
<ol>
<li>Approaches to Lv.4</li>
<li>Trends &amp; AD Status</li>
<li>OEM AD Roadmap</li>
<li>Generative AI &amp; ML in Autonomy</li>
<li>Autonomous Driving Perception Software</li>
<li>Audi (VW Group)</li>
<li>BAIC</li>
<li>BYD</li>
<li>Chery</li>
<li>BMW’s Level 3 plans</li>
<li>Ford Level 2 BlueCruise</li>
<li>General Motors</li>
<li>Geely</li>
<li>Great Wall Motor</li>
<li>Honda</li>
<li>Hyundai</li>
<li>JIDU Auto</li>
<li>KIA</li>
<li>Lotus</li>
<li>Mercedes-Benz</li>
<li>Nissan</li>
<li>NIO</li>
<li>Tesla</li>
<li>Renault</li>
<li>Stellantis</li>
<li>Toyota</li>
<li>Volvo</li>
<li>VW</li>
<li>XPENG</li>
</ol>
</li>
<li><b>Start-up | CEO Talks</b>
<ol>
<li>Trends in Automotive Start-up Funding</li>
<li>AI Start-up funding</li>
<li>CXO Talks</li>
</ol>
</li>
</ol>
<p><span id="more-113"></span></p>
<h2>Carmakers Roadmaps from Levels 2-4</h2>
<blockquote><p><strong><em>Carmaker have big plans for autonomous vehicles, but deployment strategies face delays</em></strong></p></blockquote>
<p>Carmakers have unveiled their vision for Fully-Automated driving but vehicles are mostly fitted with AD technology is still “highly-assistive”. Deployment in private cars follows a different roadmap to autonomous trucks and shared mobility (robo-taxis) due to the following reasons.</p>
<ul>
<li>Engineering challenges to reach higher levels of autonomy, such as requirements for sensors, e.g. form and fitment factor for series production;</li>
<li>Regulation: Level 4 is not allowed for private cars,</li>
<li>Commercial challenges, such as consumer adoption and pricing strategies (e.g. subscriptions).</li>
</ul>
<h3>Level 4-Autonomous Valet Parking has high technology readiness and an easier path to regulatory approval</h3>
<p>Mercedes-Benz and Bosch have conducted pilots of L4 Automated Valet Parking, but it’s still not legal and requires additional approvals.</p>
<h3 id="ember449" class="ember-view reader-text-block__heading-3">Baidu&#8217;s Level 4 Apollo Self Drive features in JIDU Auto&#8217;s Robocar 07</h3>
<p id="ember450" class="ember-view reader-text-block__paragraph">In September 2024, JIDU <a class="app-aware-link " href="https://www.prnewswire.com/news-releases/jidu-auto-unveils-its-new-v2-0-software-chinas-exclusive-and-globals-unique-pure-vision-intelligent-driving-302234984.html" target="_self" rel="noopener" data-test-app-aware-link="">announced</a> the upgrade from PPA intelligent driving to ASD (Apollo Self Driving), the Level 4-AD large-scale model.</p>
<p id="ember451" class="ember-view reader-text-block__paragraph">JIDU Auto, a Joint Venture between Baidu and Geely, is the first brand to adopt Baidu Apollo ADS, which combines pure vision with an end-to-end large-scale model to support fully unmanned Level 4-Autonomous Driving tailored to Chinese roads.</p>
<p class="ember-view reader-text-block__paragraph">The company claims this is the only system in China and one of only two globally vision-based Level 4-capable systems, together with Tesla.</p>
<p id="ember453" class="ember-view reader-text-block__paragraph">However, the company believes its system is more powerful in China because of training in domestic roads and its 2-stage, end-to-end large model approach vs. Tesla FSD’s 1-stage.</p>
<h3>Fragmented deployment of Level 3-Autonomous Vehicles is coming to the US and Germany in 2024</h3>
<p>The update of UNECE Regulation No.79-Steering equipment to Regulation No 157-ALKS (Automated Lane Keep Systems) allows Level-3 Conditional Automation up to <a href="https://unece.org/sustainable-development/press/un-regulation-extends-automated-driving-130-kmh-certain-conditions" target="_blank" rel="noopener">130 km/h on highways. </a>UNECE signatories, such as Japan, Germany and the UK have ratified the regulation making the deployment of Level 3 legal.</p>
<p><a href="https://global.honda/en/newsroom/news/2020/4201111eng.html" target="_blank" rel="noopener">Honda</a> and Nissan launched Lv.3 in Japan in 2021 leveraging the update of the UNECE regulation.</p>
<p>Honda’s Legend with Level 3 system called “<a href="https://www.caranddriver.com/news/a35729591/honda-legend-level-3-autonomy-leases-japan/" target="_blank" rel="noopener">Sensing Elite”</a> went for sale in March 2021.</p>
<p>Changan has Level 3 in China.</p>
<p>Tesla has the technical capability of Level 3+ in the U.S., with an FSD update coming in 2025.</p>
<p>BMW and Mercedes-Benz have approvals to launch Level 3 in Germany and the US.</p>
<h3>Lidar fitment strategies vary across brands for Level 3 systems</h3>
<p>Lidar fitment strategies for Level 3-Conditional Automation vary. BMW (iX &amp; 7-Series) and Mercedes-Benz (L3-Drive Pilot) are equipping their new cars with Lidar for Lv.3+/4.</p>
<h3>Launches of Level 2-Partial autonomous vehicles proliferate</h3>
<p>New launches of Level 2+ systems equipped with Level 3/4 Hardware, such as lidar and computing proliferate in China and Europe.</p>
<p>Chinese carmakers are following this strategy to overcome the challenges of regulatory approvals for Level 3 and update their systems to Level 3 with over-the-air-updates when they are legal.</p>
<p>Level 2-Driving features progress from low-speed, single-lane Traffic Jam Assist (TJA) to higher speed, multi-lane Cruise Assist (CA) capable of changing lanes.</p>
<h3>Tesla, Ford, NIO explore monthly / annual ADAS Subscriptions</h3>
<p>Tesla, Ford, NIO are among the automakers who leverage their Over-the-Air update capabilities to offer monthly and annual subscriptions for their ADAS. This gives the opportunity to owners to test the features at a more affordable entry price point, or even after they have purchased the vehicle.</p>
<ul>
<li><u><a href="https://www.linkedin.com/company/tesla-motors/" target="_blank" rel="noopener">Tesla</a></u> FSD is $99/month in the U.S</li>
<li><u><a href="https://www.linkedin.com/company/ford-motor-company/" target="_blank" rel="noopener">Ford Motor Company</a></u> BlueCruise Level 2 at $55/month.</li>
<li>NIO charges about $55 a month for its driver-assist features</li>
</ul>
<h2>Autonomous Trucks move from pilots to deployment</h2>
<p>There are several OEMs and start-ups working on Autonomous Trucks, such as Aurora with plans to commercialise them by 2027, Continental, Daimler Trucks, Einride, Fernride, Gatik, Inceptio Technology, Isuzu, Kodial Robotics, Oxa, Plus, StackAV, Scania (Traton), Waabi, and Waymo.</p>
<h3>The Autonomous Trucks market is consolidating</h3>
<p>However, the market is consolidating. Waymo&#8217;s decision to shift away from autonomous trucking, the<a href="https://www.freightwaves.com/news/embark-trucks-laying-off-70-of-employees-winding-down-business" target="_blank" rel="noopener"> failure of Embark Trucks</a> and its <a href="https://www.freightwaves.com/news/embark-technology-goes-private-in-71m-deal" target="_blank" rel="noopener">sale in May </a>and <a href="https://www.freightwaves.com/news/tusimple-prepares-to-exit-us-autonomous-trucking-market#:~:text=Having%20laid%20off%20more%20than,sale%20of%20its%20U.S.%20operations." target="_blank" rel="noopener">TuSimple’s decision to seek a possible sale of its U.S. operations</a> show consolidation in Autonomous Trucking market.</p>
<h3 id="ember454" class="ember-view reader-text-block__heading-3">GenAI to Bridge the Technological Gap to Level 4 Autonomy</h3>
<p class="ember-view reader-text-block__heading-3"><strong>Waabi&#8217;s Copilot4D: A Foundation Model for Autonomous Trucks</strong></p>
<p id="ember455" class="ember-view reader-text-block__paragraph">In March 2024, Waabi introduced its Copilot4D: A Foundation Model for Self-Driving. The integration of generative AI into Copilot4D enables it to learn from vast amounts of sensor data without requiring extensive human supervision. This is pivotal for scaling autonomous driving technologies effectively and safely.</p>
<blockquote><p><em>Copilot4D, the first foundation model that explicitly reasons in 3D space and the fourth dimension, time, learning remarkable capabilities for interacting and acting in a dynamic world, whether in simulation, like Waabi World, or in the physical world we live in. Waabi</em></p></blockquote>
<p id="ember458" class="ember-view reader-text-block__paragraph">It allows them to predict future scenarios based on real-time data from LiDAR sensors. The model enhances decision-making processes by allowing vehicles to foresee how other road users will behave, thus making proactive rather than reactive decisions.</p>
<h3>Autonomous Mining, deliveries and logistics have high market potential and market readiness</h3>
<p>In June 2024, Scania<a href="https://www.fleetequipmentmag.com/scania-autonomous-mining-truck-orders/" target="_blank" rel="noopener"> opened</a> orders for its autonomous tipper truck developed in close collaboration with customers in the mining industry.</p>
<p>In September 2024, Oxa acquired StreetDrone to advance industrial logistics.</p>
<h2>Robotaxis Are Expanding Across Geographies and Sectors</h2>
<p>Geo-fenced Level 4-Fully Automation was launched in 2019 by Waymo&#8217;s <a href="https://waymo.com/blog/2019/12/waymo-one-year-of-firsts/" target="_blank" rel="noopener">Waymo One</a> robo-taxis (or <i>Automated-Mobility-on-Demand, AMOD).</i></p>
<p>Waymo, WeRide, Baidu are expanding the operation of their robo-taxis and robo-shuttles from the US and China to Singapore, UAE, Europe and Israel.</p>
<p>At the same time, Autonomous Mobility players are exploring new sectors, such as WePilot expanding into unmanned sanitation machines. Other players are expanding into autonomous delivery bots and logistics.</p>
<h2>ADAS &amp; Autonomous Driving Suppliers</h2>
<h3>How ADAS Suppliers benefit from the rising sensor content in vehicles</h3>
<blockquote><p><em>Automated Driving revenue will grow from €19.3 Billion in 2020 to €35 Billion in 2025, finds Auto2x</em></p></blockquote>
<p>ADAS sensors, such as radar, camera and ultrasonics, and ADAS features account for the majority of Automated Mobility’s revenues today for carmakers, suppliers, and other stakeholders.</p>
<p>The rising ADAS content in vehicles, such as cameras, Lidar, computing and software to support Level 3-4 Automated Driving will lead to more revenues for Automotive Suppliers.</p>
<ul>
<li>By 2030, 67% of vehicles sold globally will have at least Level 2 and 3 autonomous driving capability. We expect only 25% of these vehicles to have Level 4 and under 5% to have Level 5 full automation capabilities.</li>
<li><em>ADAS Average Content per Vehicle </em>in 2020 ranged from €489 for Level 2 with 17 sensors per car, to €960-€2.100 for Level 3, depending on the usage of lidar for redundancy.</li>
<li>Lidar, supercomputers and Automated Driving-Domain Controllers to support Lv.3-4 Automated Driving will also become a substantial revenue pool.</li>
</ul>
<h3>Suppliers&#8217; Opportunity in the Rise of On-board High-Performance Computing</h3>
<p>The computing power required to shift from Level 2 to Level 5 increases exponentially.</p>
<ul>
<li>Lv.2 vehicle is 10 TOPS (trillion operations per second.</li>
<li>Lv.4 exceeds 100 TOPS,</li>
<li>Lv.5 vehicle will require a 1,000 TOPS computing processing power.</li>
</ul>
<p>NVIDIA is a strong player in AI-vehicle brain by <a href="https://nvidianews.nvidia.com/news/nvidia-drive-powers-next-generation-transportation" target="_blank" rel="noopener">supplying their AI-computer</a> to many Chinese brands, such as BYD, Hyper, Li Auto, Nuro, XPeng, Zeekr, and other carmakers such as Volvo (Geely). NVIDIA is also supplying autonomous trucking companies, such as Waabi and robo-taxi / robo-shuttle providers such as WeRide.</p>
<p>Other suppliers in the Autonomous Driving-Domain Controller (AD-DC) space include:</p>
<ul>
<li>APTIV: with their AS-DC integrated by BMW</li>
<li>Continental’s Cross-Domain (HPC) High-Performance Computer</li>
<li>Lenovo, who entered the ADAS-DC market as a Tier-1 supplier and partners with NVIDIA;</li>
<li>Valeo with an ADAS-DC capable of 100- to 500 TOPS</li>
</ul>
<h3>Which suppliers are better prepared for the new era of Autonomous Mobility?</h3>
<p>Which automotive suppliers are leading the race to Autonomous Vehicles? Read the dedicated report <a href="https://www.shop.auto2xtech.com/product/adas-supplier-readiness-for-level4/">here</a>.</p>
<p>Let&#8217;s start with the basics, the ranking by Automotive Revenue. Auto2x examined the revenues of the 15 biggest Automotive suppliers to derive the rankings by revenue. We excluded Non-Automotive revenue which includes Industrial, Consumer Goods, Energy and Building business units and more. We also focused on those suppliers with offerings in ADAS and Autonomous Driving.</p>
<blockquote><p><em>The Top-15 Suppliers recorded €360 Billion in Automotive revenue in 2023, found Auto2x</em></p></blockquote>
<p>Bosch remains 1st supplier with €56 Billion, followed by ZF. Hyundai Mobis capitalized on its growth and the slowdown of Denso and Continental. Out of the 15 Suppliers examined, 13 increased their Automotive Revenues in 2023, except for Denso and Panasonic. Mitsubishi Electric recorded the strongest growth followed by Hyundai Mobis, APTIV and Forvia with 14% y-y.</p>
<h3>Could new entrants disrupt major ADAS Suppliers?</h3>
<p>Traditional ADAS suppliers still maintain the lion’s share in automotive. But they face competition from US, Chinese and other Tech giants who are capitalizing on their expertise in AI, Cloud and Software transforming automotive.</p>
<p>We have identified a number of opportunities for Tech Companies to enter or disrupt the existing supply chain in autonomous vehicles.</p>
<ul>
<li>Next-gen Perception Hardware for Autonomous Driving:</li>
<li>Computing, e.g. for Peta-ops chips for Autonomous Driving</li>
<li>AI: AI for Autonomy and HMI such as in-car AI assistants</li>
<li>Data-based Mobility Business models such as in-car e-commerce</li>
<li>5G-6G, Connected Infrastructure and Smart Cities</li>
<li>Autonomous Shared Mobility: AMoD, autonomous deliveries</li>
</ul>
<p>Baidu and INTEL lead the overall competitiveness, followed by Amazon.</p>
<ul>
<li>INTEL&#8217;s Mobileye spearheads its Autonomous Driving strategy and has captured a large share in ADAS helping INTEL score higher than Baidu in Strategy Execution;</li>
<li>Baidu offers competitive technology offering today due to Apollo’s strengths</li>
</ul>
<h2>Autonomous Driving Start-ups</h2>
<h3>Funding Trends</h3>
<p>Early-stage funding in Automotive start-ups, which includes Pre-Seed, Seed, A and B Series, amounted to $24 Billion between 2021 &amp; Q1 2023.</p>
<p>Electric vehicles ($12B), Mobility business models ($6B) and autonomous vehicles ($6B) accounted for most of the funding. Funding in Web3, which supports decentralization, privacy and transparency, rose from $29M in 2021 to $36M in 2022.</p>
<p>Funding rebounded in 2023 to $2.6 Billion, from $1.9 Billion in 2022, but it’s still below 2021 ($3.6B).</p>
<blockquote><p><em>Autonomous Driving Software, next-generation sensors and computing are in demand, with tele-operation emerging</em></p></blockquote>
<p>The 10 most notable funding rounds in Autonomous Vehicles came from the following entities:</p>
<ol>
<li><a href="https://wayve.ai/press/series-c/" target="_blank" rel="noopener">Wayve</a> ($1 Billion in Q2 2024) to advance Embodied AI</li>
<li>Aurora ($820M, who is working with Continental on Autonomous Trucks)</li>
<li>Deeproute ($300M, L4 Autonomous Driving for Robotaxis and Trucks),</li>
<li>Didi Woya ($300M, L4 Autonomous Driving Robotaxis)</li>
<li>WeRide (300M, L4 Autonomous Driving Robotaxis)</li>
</ol>
<p>China leads funding with $12.9 Billion raised from 120 start-ups. European start-ups raised $3.2B, of which $1.0B went to Electric Vehicles and $0.7B for Autonomous Vehicles.</p>
<h3>Listen to the interviews with buzzing start-ups Recogni, PreAct Technologies and Actify</h3>
<p>We sat down with R K Anand, Founder &amp; Chief Product Officer, Recogni to discuss:</p>
<ul>
<li>Why computing is a key enabler for safer ADAS, as well as higher autonomy;</li>
<li>Recogni’s advantages in high-performance, low-power consumption computational platforms for perception processing;</li>
<li>How product fit and customer acquisition matter for Recogni’s growth strategy</li>
<li>Recogni’s success story, milestones, and growth velocity</li>
</ul>
<p>Paul Drysch, Founder &amp; CEO, PreAct Technologies</p>
<p><em>PreAct’s market, near-field sensing, is already a $30 billion-a-year market. However existing technologies are holding back the industry from reaching self-driving functionality. </em><em>We want to replace other sensors with our short-range lidar that could enable better functionality and convenience at the same cost”, </em></p>
<p>Dave Opsahl, CEO Actify</p>
<ul>
<li>The need for digitalization of Program Management in the automotive industry to support the complexity and scalability of vehicle and parts manufacturing</li>
<li>How Actify’s software management &amp; UX can help to overcome resource constraints &amp; support the fast transition to electrified mobility &amp; networked driving</li>
<li>Actify’s go-to-market strategy, product-fit benefits and availability of solutions</li>
</ul>
<h2>Big Opportunities Fueling Competition in Autonomous Vehicles</h2>
<h3>Next-generation sensors for Autonomous Vehicles</h3>
<p>Improvements in radars</p>
<ul>
<li>Higher longitudinal and lateral resolution (Imaging radar)</li>
<li>Better vertical Field of View allows better discrimination of relevant  static objects</li>
<li>Better object classification (better resolution and processing)</li>
</ul>
<p>Advancements in new camera/vision technology for autonomous vehicles</p>
<ul>
<li>Better range and object detection capabilities (better resolution sensors)</li>
<li>Better availability (sensors with better dynamic range)</li>
<li>Higher coverage (different Field of View optics)</li>
<li>Moving to satellite cameras – processing in a central computing platform</li>
</ul>
<p>Lidar innovation focuses on better detection and improved packaging</p>
<ul>
<li>Ability to detect smaller objects (better resolution)</li>
<li>improved package (size, weight – moving to solid state lidars)</li>
<li>Improved range and field of view</li>
</ul>
<h3>Opportunities in Generative AI for Autonomy</h3>
<p>Simulation for safety in autonomous vehicles: Generative AI and neural rendering could revolutionise simulation for AVs. Researchers and Developers are harnessing foundation models, such as vision language models, to generate complex scenarios aimed at stress-testing vehicles. By utilizing Generative AI for <a href="https://aws.amazon.com/blogs/industries/harnessing-the-power-of-generative-ai-for-automotive-technologies-on-aws/" target="_blank" rel="noopener">simulation of scenarios</a> and &#8220;edge cases&#8221;, developers could improve the efficiency and performance of autonomous driving software. However, the regulatory landscape is not ready to provide clarity and requirements for robustness.</p>
<p>LLMs and large-scale models for Level 4-Autonomous Driving: JIDU Auto is the first brand to adopt Baidu Apollo ADS, which combines pure vision with an end-to-end large-scale model to support fully unmanned Level 4-Autonomous Driving tailored to Chinese roads</p>
<p>In-vehicle usage: Faraday Future’s FF 91 will feature the brand’s <a href="https://www.businesswire.com/news/home/20230502005758/en/Faraday-Future-Breaks-New-Ground-in-Emerging-GPT-AI-Technology-Announces-its-Generative-AI-Product-Stack" target="_blank" rel="noopener">Generative AI Product Stack</a>. Use cases include entertainment and social media. But, data quality, ethical guidelines and privacy policies are needed to filter out offensive or intrusive content.</p>
<p>Personalized Mobility: by personalizing the passenger&#8217;s journey or traffic optimization. One of the main concerns is cyber security for these applications related to Intelligent Transportation Systems.</p>
<h3>New opportunities in Software-Defined Vehicles</h3>
<p><em>What are some key new Software-driven features with high potential? </em></p>
<p>Software represented around 10% of overall vehicle content in 2018 for a D-segment car ($1,220) &amp; it will grow with CAGR 11% to reach 30% ($5,200) in 2030. Major Tier-1 Suppliers are already monetizing the growth in ADAS Sensor content.</p>
<p><span style="font-family: 'Arial',sans-serif;">In the 2020s, the vehicle’s software value will exceed that of hardware as carmakers shift to more common platforms to achieve cost savings. What’s more, the software will be crucial for product differentiation such as new features, content, and new personalized experiences. </span></p>
<p style="margin: 0cm 1.3pt 0cm 0cm;"><span style="font-family: 'Arial',sans-serif;">The shift of value to software will shape a new Software-based revenue model for Automated Mobility as existing players are forced to shift away from vertically integrated, asset-heavy business models to compete with new entrants. The economics of software are a strong fit for volume OEMs.</span></p>
<p>Software is the answer to the Digitization of the Automotive Industry but delivery is challenging.</p>
<p>Learn about top innovation clusters across major technological building blocks of SDVs:</p>
<ul>
<li>EE Architectures: Assess the roadmaps of leading carmakers and suppliers in the development of centralized architectures and their partnerships;</li>
<li>CarOS: Learn about the rising adoption of Google’s Android Automotive OS and the competitive offerings from MBUX and other players;</li>
<li>Open-source software development</li>
<li>Cloud: the emergence of automotive cloud as an enabler for cloud-based ADAS development, development of offerings from carmakers and the role of Microsoft, Amazon among others;</li>
<li>Over-the-Air-updates and the opportunities for features-on-demand;</li>
<li>Digital Twin</li>
</ul>
<blockquote><p><em>Software that facilitate data interoperability and speed-up development of Connected Car Services could unlock another +$70 Billion by 2030<a name="_Toc148255657"></a></em></p></blockquote>
<p>Cars are becoming increasingly connected with each other, the road infrastructure, our homes, and more, due to the rising penetration of embedded, tethered or integrated connectivity.</p>
<p>By 2030, more than 80% of cars will be Connected, with a service value of more than $100 per vehicle.</p>
<p>But the Connected Car Services market is fragmented today, among other inefficiencies.</p>
<p>The integration of new services from providers of vehicle maintenance, parking, insurance, fleet management, analytics or other use cases, is costly and difficult.</p>
<p>What’s more, the development of apps for in-vehicle infotainment faces challenges of scalability.</p>
<h2>Rising Autonomous Vehicle Hubs</h2>
<p><strong>3 reasons why China can win the Autonomous Vehicles race</strong></p>
<p><em>How do regulation, innovation and consumer demand affect the adoption of autonomous vehicles?</em></p>
<p>Auto2x assesses that China will take over global leadership in Level 2-Autonomous Driving in 2025 with 1.70 million cars equipped with Traffic Jam Assist and Cruise Assist, ahead of Europe and the USA.</p>
<p>China benefits from the fast go-to-market strategy for advancements in Automated Driving technology, strong digital infrastructure, favourable regulation and positive consumer sentiment.</p>
]]></content:encoded>
					
		
		
			</item>
		<item>
		<title>Future of Electric Vehicles, Batteries, Hydrogen &#038; Clean ICE by 2035</title>
		<link>https://www.shop.auto2xtech.com/product/future-electric-vehicle-batteries/</link>
		
		<dc:creator><![CDATA[a2xworkshops1]]></dc:creator>
		<pubDate>Sat, 19 Oct 2024 09:05:22 +0000</pubDate>
				<guid isPermaLink="false">http://www.shop.auto2xtech.com/?post_type=product&#038;p=108</guid>

					<description><![CDATA[The 120+ report assesses the <strong>electrification roadmaps</strong> of leading OEMs with focus on batteries. Moreover, it provides in-depth analysis of innovation and technology in Electric vehicles, batteries, hydrogen and clean ICE for zero-emission EVs and sustainable mobility.]]></description>
										<content:encoded><![CDATA[<h3>Electric Vehicle Batteries and Hydrogen hold a key role in the future of vehicles: zero-emissions and Circular Mobility</h3>
<p>Electrification of passenger cars and commercial vehicles will play an important role on the journey towards a carbon neutral society. While battery is taking central stage, hydrogen has the potential to be an important, safe, low-carbon transport fuel, particularly for heavy-duty transport such as trucks, buses and shipping.</p>
<p>This report examines the impact of technology and market forces to unveil the future of battery and hydrogen mobility.</p>
<ul>
<li>Assess the <strong>electrification roadmaps</strong> of leading OEMs with focus on batteries</li>
<li>Learn about <strong>innovative research</strong> to tackle technological challenges of cost, energy density, storage and infrastructure;</li>
<li>Understand the development of <strong>regulation and policy</strong> which could remove the barrier of developing infrastructure;</li>
<li>Assess the <strong>strategies</strong> of players to build strong position in future mobility.</li>
</ul>
<p><span id="more-108"></span></p>
<h3>Electric vehicles are reaching mainstream adoption, but the powertrain mix will still require ICE</h3>
<p>The adoption of Electric cars, BEV (Battery Electric Vehicles), Plug-in Hybrids (PHEV) or Fuel-Cell Vehicles (FC) is increasing in core car markets, like China, Europe and the US.</p>
<p>New Energy Vehicles (NEV) in China, which include Battery Electric (BEV), Plug-in Hybrid (PHEV) and Fuel Cell (FCV), amounted to 12.866 million units, reaching 40.9% of all vehicle sales of 31.436 million units, according to <a href="https://cnevpost.com/2025/01/13/china-nev-sales-dec-2024-caam/#:~:text=For%20the%20full%20year%20of,which%2016%20million%20are%20NEVs." target="_blank" rel="noopener">CAAM</a>.</p>
<p>However, key questions about the evolution of the powertrain mix remain, such as the impact of the removal of government subsidies in EV penetration, the evolution of battery supply chain and the fierce competition among carmakers.</p>
<p>This report analyses the technological innovations in batteries, hydrogen and fuel cells to help innovators stay ahead of the technological curve.</p>
<h3>The race to $20,000 EVs is hitting up in 2025: Toyota, VW, Honda and Tesla&#8217;s plans</h3>
<p>Affordable electric cars with price similar to their ICE variants (price-parity) are crucial for mass adoption of electrification.</p>
<ul>
<li><a class="uHSoMZelKarpMoXPaKUneRvjGHSMsCSIAOAk " tabindex="0" href="https://www.reuters.com/business/autos-transportation/toyota-launches-its-cheapest-smart-ev-china-aims-up-market-share-2025-03-07/" target="_self" data-test-app-aware-link="" rel="noopener">Toyota Motor Corporation</a> began selling a $20,000 smart electric car in China in March 2025, aiming to attract buyers with its advanced features similar to Chinese rivals.</li>
<li><a class="uHSoMZelKarpMoXPaKUneRvjGHSMsCSIAOAk " tabindex="0" href="https://www.volkswagen-newsroom.com/en/press-releases/mobility-for-everyone-with-the-id-every1-volkswagen-is-providing-a-preview-of-an-entry-level-electric-model-19039" target="_self" data-test-app-aware-link="" rel="noopener">Volkswagen</a> presented the ID. EVERY1 concept in March 2025, the preview of an entry-level 20,000-euro electric car for Europe in 2027, with software developed in partnership with Rivian.</li>
<li><a class="uHSoMZelKarpMoXPaKUneRvjGHSMsCSIAOAk " tabindex="0" href="https://electrek.co/2025/01/28/honda-wants-an-ev-under-30000-in-us-as-early-as-2026/#:~:text=According%20to%20Nikkei%2C%20Honda%20plans,cornerstone%20for%20Honda&#039;s%20global%20expansion." target="_self" data-test-app-aware-link="" rel="noopener">Honda</a> plans to launch a small electric vehicle priced below $30,000 in North America by as early as 2026.</li>
<li>Elon Musk has talked about a $20-30K Tesla (Model Q), which could feature innovations and lessons learned from the Cybercab.</li>
</ul>
<p>The future of powertrain won&#8217;t be exclusively electric, because other applications and use cases demand alternative powertrains.</p>
<p>What&#8217;s more, different variants of electric cars could feature different battery chemistries for performance vs. efficiency. Mercedes-Benz is planning to use solid state for their premium EVs.</p>
<h3>Batteries become the cornerstone of new business models in electrification</h3>
<p>Battery-as-a-Service, Battery-Swapping, emerge as new revenue pools for automotive players.</p>
<p>Web3 and Blockchain applications emerge to support transparency and traceability.</p>
<ul>
<li>Everledger created “EV battery digital passports” with Ford to track batteries across their lifecycle.</li>
<li>Volvo and Jaguar Land Rover are among the carmakers who have already started digitalizing their supply chain using blockchain to source cobalt for EV battery cells.</li>
</ul>
<h3>Environmental regulation for Circular battery economy drives recycling and 2nd life applications</h3>
<p>With the proliferation of electric vehicles, regulations are trying to tackle their environmental management.</p>
<ul>
<li>China has recently <a href="https://www.chinadaily.com.cn/a/201905/20/WS5ce1f286a3104842260bc865.html" target="_blank" rel="noopener">published</a> legislation obliging battery and EV manufacturers to recycle exhausted EV batteries at the end of their first life.</li>
<li>In December 2022, the <a href="https://www.northhighland.com/industry-expertise/iija-ira-transition-funding-and-activation" target="_blank" rel="noopener">US government&#8217;s Bipartisan Infrastructure Law Funding</a> announced support for the reintegration of used batteries through recycling and reusing to meet the increasing supply chain demands and reduce dependence on imports for critical materials and components;</li>
<li>Europe has introduced Circular Battery mandates with the <a href="https://www.eba250.com/legislation-market/eu-legislation/" target="_blank" rel="noopener">EU Battery Directive.</a></li>
</ul>
<p>Moving from a linear to a<em> circular </em>value chain can improve both the environmental and the economic footprint of batteries by getting more out of them while in use, and by harvesting their end-of-life value.</p>
<p>A plethora of technological innovations in electric vehicle batteries, business models for 2nd life and recyclability, and industry collaboration will be crucial for the shift from Low to Full Circular Mobility.</p>
<h3>The race to replace lithium-ion batteries is on to solve range anxiety, fast-charging and affordability</h3>
<p>Researchers in the US, Japan, China and the EU are focused on several alternatives which may not be available for more than a decade.</p>
<p>Tesla, Ford and VW see lithium-iron-phosphate (LFP) batteries as a cheaper alternative to cobalt as most of the world’s <a href="https://www.cnbc.com/2021/11/17/samsung-panasonic-and-tesla-embracing-cobalt-free-batteries-.html" target="_blank" rel="noopener">cobalt reserves</a> are located in the Congo, where the mining sector is associated with human rights violations. LFPs already play a dominant role in China’s <a href="https://about.bnef.com/blog/global-energy-storage-market-set-to-hit-one-terawatt-hour-by-2030/" target="_blank" rel="noopener">battery EV market</a> which makes them the primary choice in the energy storage sector until at least 2030.</p>
<p>CATL unveiled its first-generation <a href="https://thenextweb.com/news/3-reasons-why-sodium-ion-batteries-could-dethrone-lithium" target="_blank" rel="noopener">sodium-ion battery</a>. Sodium is abundant, less expensive and the batteries are non-flammable, so CATL plans to ramp up production by 2023.</p>
<h3>Start-ups aim at solving the technological challenges of EV batteries</h3>
<p>Three market forces are driving zero-emission powertrains: regulations, innovation in batteries and fuel cells and investments in Electrification, EV Charging &amp; Hydrogen Mobility.</p>
<p>Early-stage funding of Automotive start-ups shrunk from <a href="https://auto2xtech.com/automotive-start-up-funding-hits-the-brakes-in-2023/">$12.2 Billion in 2021 to $10.9 Billion in 2022 and just $1.5 Billion in Q1 2023</a>. Early-stage funding, which includes Pre-Seed, Seed, A and B Series, amounted to $24 Billion between Q1 2021 &amp; Q1 2023.</p>
<p>Electric vehicles accounted for most of the funding between 2021 and Q1-2023 ($12B), followed by Mobility business models ($6B) and autonomous vehicles ($6B).</p>
<ul>
<li><a href="https://ionq.com/" target="_blank" rel="noopener"><strong>IonQ</strong></a> using <strong>quantum computing</strong> for material simulation for the development of EV batteries;</li>
<li>Some prominent startups working on Solid State Batteries, such as Solid Power, QuantumScape are located in the USA and they have partnerships with major carmakers such as Hyundai.</li>
<li>Actify&#8217;s Program Management Software</li>
</ul>
<p>Carmakers are introducing aggressive roadmaps for new electric vehicles to capture the rising market. According to automotive industry data, the number of programs launched by global carmakers will increase by 50% to 65% over the next three years. There is a huge wave coming at the suppliers who need to digitalize their Program Management functions to support the complexity and scalability of vehicle and parts manufacturing.</p>
<p>Auto2x spoke to <a href="https://www.linkedin.com/in/davidopsahl/" target="_blank" rel="noopener"><strong>Dave Opsahl</strong></a> the CEO of <a href="https://actify.com/" target="_blank" rel="noopener"><strong>Actify,</strong></a> to understand how Actify’s software management can help suppliers overcome resource constraints and support the fast transition to electrified mobility and networked driving.</p>
<blockquote><p><em>“We can automate a lot of the activity of launching a program, which today all happens manually. Our software helps suppliers communicate with their customers about Requests for Quotations (RFQ) and build. We make it possible for them to take the design information and be able to understand what’s the item at issue</em>”, says Dave Opsahl”. Learn more <a href="https://auto2xtech.com/episode/actify-auto-program-management-software/"><strong>here</strong></a>.</p></blockquote>
<h3>New battery and hydrogen hotspots emerge</h3>
<p>Even though China dominates battery manufacturing, Europe, the US and Korea are competing to develop stronger domestic capabilities and limit their dependence on China.</p>
<h3><b>Electrification Outlook: Adoption of BEVs and Hydrogen Vehicles</b></h3>
<p>More than ten million purely battery-powered vehicles were sold in the key e-car markets worldwide in 2024. ICE penetration is dropping in Europe.</p>
<h3><strong>Is Hydrogen Mobility over-hyped or at an inflection point?</strong></h3>
<p>Hydrogen has the potential to reach TAM of $185 Billion by 2026, vs. $671B from EVs, $200 Billion for Biofuels and just $12 Billion for Fuel cells. Hydrogen Mobility is still in its infancy but there is potential in two domains.</p>
<ul>
<li><strong>Lowering the cost of Green Hydrogen below $1/kg</strong></li>
</ul>
<p>The European Commission states that Fuel-Cell hydrogen trucks can become cost-competitive by 2027, if hydrogen drops to <a href="https://www.euractiv.com/section/energy/news/17-of-new-trucks-in-2030-will-run-on-hydrogen-eu-believes/" target="_blank" rel="noopener">€6/kg</a>. We assess that the cost of green hydrogen is expected to see dramatic cost reductions this decade as the cost of renewable energy and electrolysers fall.</p>
<p>One interesting player to watch is <a href="https://advanced-ionics.com/" target="_blank" rel="noopener">Advanced Ionics</a> who has developed an electrolyzer that runs at temperatures below 650 C and it is reportedly able to produce hydrogen for $0.85/kg or less.</p>
<ul>
<li><strong>Commercializing eFuels and Hydrogen ICE to extend petrol &amp; diesel</strong></li>
</ul>
<p>In terms of Hydrogen ICE, <a href="https://media.toyota.co.uk/toyota-highlights-its-multi-technology-approach-to-zero-carbon-with-hydrogen-combustion-prototype-car/" target="_blank" rel="noopener">Toyota</a> is making big bets not only to save the ICE but to replace EVs. We believe that in the near term, the low TCO positions H2-HPDI to be the most capital efficient means to use H2 and lower CO2 emissions from heavy duty applications.</p>
<p>Finally, <strong>eFuels</strong> got a shot in the arm with the latest update from the EU that could potentially allow sales of new cars with internal combustion engines after 2035 if they run only on efuels. This shows the German car industry’s lobbying power, but techno-commercial challenges remain.</p>
<p><!--more--></p>
<h3>Table of Contents</h3>
<ol>
<li><b>Executive Summary</b>
<ol>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">The role of EV Batteries and Hydrogen for zero-emission Sustainable &amp; Circular Mobility</span></li>
<li aria-level="1">EV Market Forecast 2035 and key scenarios</li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">The Biggest Opportunities in Powertrain from Auto2x&#8217;s Opportunity Radar </span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Recommendations </span></li>
</ol>
</li>
<li><strong>Trends in E-mobility in 2025 shaping the Future</strong>
<ol>
<li>EV market penetration in key car markets</li>
<li><span style="font-weight: 400;">Top Trends in E-mobility in 2025 and Beyond</span></li>
<li>Key strategies of leading players: Tesla, VW Group, Toyota, BMW, Mercedes-Benz, Hyundai, NIO, GM and others</li>
<li>Investments in Batteries, EV Charging and Hydrogen</li>
<li>The Biggest Partnerships and What they mean for the Industry</li>
<li>Key Supply Chain Activities in 2025</li>
<li>Start-up Funding Trends</li>
<li>Key Regulations impacting EV batteries and Hydrogen</li>
</ol>
</li>
<li><b>Technological Deep Dive in EV Batteries</b>
<ol>
<li><span style="font-weight: 400;">Key techno-commercial challenges Electric Vehicle Batteries face</span></li>
<li><span style="font-weight: 400;">Trigger Points in Battery Energy Storage</span></li>
<li>Innovation in Lithium-ion battery for longer EV range, faster charging and improved safety</li>
<li>Patent Landscape</li>
<li>The reality for Solid-state Batteries
<ol>
<li>Commercialization timelines for Solid-state batteries</li>
<li>The ecosystem for Solid state Battery development for Mobility is expanding</li>
</ol>
</li>
<li>Other contenders do we see beyond Li-ion: LFP, Li-Metal Solid-State</li>
<li>Circular Batteries: Battery Recycling, 2nd Life</li>
</ol>
</li>
<li><strong>Hydrogen Mobility</strong>
<ol>
<li><span style="font-weight: 400;">Are Fuel cells ready for prime time?</span></li>
<li>The future of Hydrogen for automotive</li>
<li>Innovation in Hydrogen Fuel Cells</li>
<li>Hydrogen ICE</li>
<li><span style="font-weight: 400;">Green hydrogen cost reduction can support the de-carbonization of long-haul, </span>heavy-duty trucks</li>
</ol>
</li>
<li><b>Top Opportunities in EVs and Hydrogen Mobility</b>
<ol>
<li aria-level="1">EV Market Forecast 2035 and key scenarios</li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Innovation Opportunities from Auto2x&#8217;s Opportunity Radar </span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Rising demand for new talent in e-mobility &amp; digitalization</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Opportunities in the Circular Economy of EV Batteries</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Evolving Competition to build Battery &amp; Hydrogen Hubs</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">The development of EV charging &amp; Refueling infrastructure</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Component as a Service; BaaS – Battery Swapping</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Aftermarket &amp; Dealerships in Sustainable Mobility</span></li>
<li>Opportunities in Sustainable Fuels: <span style="font-weight: 400;">Renewable Gas, </span><span style="font-weight: 400;">Synthetic Biofuels, </span><span style="font-weight: 400;">e-fuels</span></li>
<li>Future of ICE: <span style="font-weight: 400;">Phase-out vs. re-purpose or</span> Clean-ICE</li>
</ol>
</li>
<li><b>Evolving ecosystem</b>
<ol>
<li><span style="font-weight: 400;">Carmaker roadmaps</span>
<ol>
<li>BMW</li>
<li>BYD</li>
<li>Ford</li>
<li>Geely</li>
<li>GM</li>
<li>Honda</li>
<li>Hyundai</li>
<li>Mercedes-Benz</li>
<li>NIO</li>
<li>SAIC</li>
<li>Stellantis</li>
<li>Tesla</li>
<li>Toyota</li>
<li>VW Group</li>
<li>Xpeng</li>
</ol>
</li>
<li><span style="font-weight: 400;">Innovative startups</span>
<ol>
<li>Benchmarking of EV Battery Start-ups by Market Potential and Technology Readiness</li>
<li>Start-up funding Trends</li>
<li>Interview with Dave Opsahl, CEO of <a href="https://actify.com/" target="_blank" rel="noopener"><strong>Actify</strong></a></li>
</ol>
</li>
</ol>
</li>
</ol>
]]></content:encoded>
					
		
		
			</item>
		<item>
		<title>Software-Defined Vehicles: Software driving Disruption for Digital Autos</title>
		<link>https://www.shop.auto2xtech.com/product/software-defined-vehicles-digital/</link>
		
		<dc:creator><![CDATA[a2xworkshops1]]></dc:creator>
		<pubDate>Sat, 19 Oct 2024 09:05:00 +0000</pubDate>
				<guid isPermaLink="false">http://www.shop.auto2xtech.com/?post_type=product&#038;p=86</guid>

					<description><![CDATA[30+ Opportunities in Software-Defined Vehicles, Connectivity, Cloud, OTA, HMI and passenger UX. Benchmarking of suppliers and capabilities of carmakers.
<ul>
 	<li><strong>Publication date: </strong>Feb 2025</li>
 	<li><strong>Number of pages: </strong>80 slides</li>
</ul>]]></description>
										<content:encoded><![CDATA[<p>Learn about the big opportunities in <strong><em>Software-Defined vehicles</em></strong>, from the promising technologies and top innovation clusters to leading players and favourable markets.</p>
<blockquote><p><em><strong>Software-Defined Vehicles (SDV)</strong> are the automotive industry’s term to describe a new generation of vehicles which feature advanced technologies to be continuously updated on demand and enable true connected and automated driving. <strong>Auto2x</strong></em></p></blockquote>
<h3><strong>Software is the answer to the Digitization of Automotive Industry but delivery is still challenging</strong></h3>
<p>Electrification, automated driving, shared mobility and connectivity push for more dedicated software development, while a large part of hardware-oriented systems becomes more standardized and commoditized.</p>
<p>Software &amp; AI represent new value pools. Major Tier-1 Suppliers are already monetizing the growth. For example,</p>
<ul>
<li>Bosch has already been building Vehicle super-computers for ADAS &amp; Automated driving and received more than €2.5 Billion worth of orders in this domain in 2020. They expect the market to be worth €20 Billion by 2030.</li>
<li>Renault creates a new mobility unit and expects that it will account for 20% of their revenues by 2030</li>
</ul>
<blockquote><p><em><strong>Bosch expects <a href="https://www.bosch-mobility.com/en/mobility-topics/software-defined-vehicle/" target="_blank" rel="noopener">Software-Defined Vehicles</a> will generate <a href="https://www.bosch-presse.de/pressportal/de/en/mobility-in-the-software-age-bosch-to-realign-its-automotive-supply-business-for-further-growth-253638.html" target="_blank" rel="noopener">€200 Billion by 2030</a>, a 3-fold increase from 2020</strong></em></p></blockquote>
<p><strong>The digitization of the Automotive Industry demands a shift to SDVs, but challenges remain</strong></p>
<ul>
<li>Learn about top <strong>innovation clusters</strong> across major technological building blocks of SDVs:</li>
</ul>
<ul>
<li style="list-style-type: none;">
<ol>
<li><strong>EE Architectures:</strong> Assess the roadmaps of leading carmakers and suppliers in the development of centralized architectures and their partnerships;</li>
<li><strong>CarOS:</strong> Learn about the rising adoption of Google’s Android Automotive OS and the competitive offerings from MBUX and other players;</li>
<li><strong>Open-source software development:</strong> In May 2023, General Motors joined the Eclipse Foundation, an open source software foundation, and announced its own software protocol called<a href="https://news.gm.com/newsroom.detail.html/Pages/news/us/en/2023/apr/0427-software.html" target="_blank" rel="noopener"> “uProtocol”</a> to streamline software creation</li>
<li><strong>Cloud:</strong> the emergence of automotive cloud as a key enabler for cloud-based ADAS development, development of offerings from carmakers and the role of Microsoft, Amazon among others;</li>
<li><strong>Over-the-Air-updates (OTA),</strong> and the opportunities for features-on-demand;</li>
<li><strong>Digital Twin</strong></li>
<li><a href="https://www.shop.auto2xtech.com/product/ai-in-automotive-top-opportunities/">Artificial Intelligence</a>, e.g. AI voice Assistants</li>
</ol>
</li>
</ul>
<ul>
<li>Understand the progress of <strong>regulation </strong>and how to overcome the challenges of continuous homologation and certification of new vehicle features through OTA updates;</li>
<li>Assess the <strong>strategies and capabilities</strong> of leading carmakers, suppliers and emerging start-ups;</li>
<li>Discover <strong>forecasts </strong>of adoption and scenarios for the evolution of competition.</li>
</ul>
<h3>Cars are becoming Software-Centric which creates opportunities and challenges in development cost, complexity, security and monetization</h3>
<p>One of the biggest challenges facing today’s vehicle networks is the vast amount of data that is produced—and will exponentially increase as vehicles become increasingly autonomous and connected and are required to process vehicle-to-vehicle and vehicle-to-infrastructure communications.</p>
<p>SDV create new opportunities to reduce the complexity from the rise of features and variants, accelerate feature development time, streamline costs and enable SOTA updates on demand.</p>
<p>Lower software development cost is key for faster and more efficient automotive development. Re-usable software platforms are needed to lower development costs.</p>
<p>Finally, Android Automotive OS will become the mainstream operating system enabling carmakers to offer intuitive HMI and 3<sup>rd</sup> parties to integrate connected services.</p>
<h3>SDVs will unlock the potential of Cloud-centric development and lifecycle</h3>
<p>The benefit of cloud-centric development is the virtual development of ADAS features, virtual Validation, as well as Cloud-streaming content for infotainment, such as game-streaming.</p>
<p>But players face challenges with Cloud integration.</p>
<blockquote><p>&#8220;VW&#8217;s <a href="https://www.automotiveworld.com/news-releases/how-volkswagen-automotive-cloud-will-help-shape-the-connected-car-of-tomorrow/" target="_blank" rel="noopener">AC</a> is expected to handle data from millions of vehicles per day, with the goal of delivering connected experiences to customers around the globe starting in 2022 – a key part of the Volkswagen Group strategy to become a leading automotive software innovator&#8221;. (Source: <a href="https://www.volkswagen-newsroom.com/en/stories/how-volkswagen-automotive-cloud-will-help-shape-the-connected-car-of-tomorrow-6791" target="_blank" rel="noopener">VW, January 2021</a>)</p></blockquote>
<h3><strong>Built in-house software systems for in-car and vehicle-related services to develop differentiating software parts</strong></h3>
<p>In an effort to replicate Tesla’s successful model of developing in-house SW systems, traditional car makers like VW, opt to develop their one in-house SW platform. This approach promotes harmonized integration of future embedded hardware and software systems but needs a large number of vehicles in order to mitigate the increasing per/unit development cost.</p>
<p><strong>VW</strong> has recently <a href="https://www.volkswagenag.com/en/news/2021/03/volkswagen-is-accelerating-transformation-into-software-driven-m.html#" target="_blank" rel="noopener">announced</a> that it will develop its own standard software platform and will boost the in-house share of software development, in order to achieve a 60 per cent in-house software production by 2025.</p>
<p>According to the Group’s announcement, by 2025, all new Group vehicles will be equipped with VW’s operating system “vw.os” and will be connected to the Volkswagen Automotive Cloud. In order to confront production complexity issues, emerging especially from the SW-HW integration, VW plans to produce a smaller number of versions in which the individual configuration will no longer be set through the hardware when the vehicle is purchased; instead, desired functions will be available on-demand at any time using the in-vehicle digital ecosystem.</p>
<p><strong>Toyota</strong> has recently established the <strong>Woven by Toyota</strong>, a company that focuses on the development of a more agile “software-first” in-vehicle ecosystem for future Toyota vehicles. The company has developed the Automatic Map Generation (Geo) which aims at dramatically improve the resolution of road gradient information by utilizing Toyota&#8217;s vast amount of vehicle data and increase the frequency of 3D map updates from 6 months to the same day. In addition, <strong>Woven by Toyota</strong>, currently integrates Toyota’s operating platform Arene OS; in order to enhance its ADAS, connectivity and cockpit capabilities.</p>
<h3>The current E/E automotive architecture has reached its scalability limits</h3>
<p>The requirements for autonomous driving, connected cars and electrification are pushing for new vehicle architectures to address <strong>flexibility, cost, speed, and compliance</strong>.</p>
<p>Players are moving towards a Domain or Zonal E/E architecture to support mass-electrification and connected cars.</p>
<p>With the move from domain-based architecture to zonal-based architecture, 10G+ links (typically redundant) between the electronic control units (ECU) will be required.</p>
<p>To enable SDVs, a <strong>Service Oriented Architecture (SOA)</strong> is created that hosts applications and services that communicate and exchange data. New functionality in SDV can be easily added if SOA is present.</p>
<h3>Software-Defined Vehicles will open new monetization strategies with &#8220;Features-on-demand&#8221; (FoD)</h3>
<p>Data monetization is a huge opportunity for carmakers, but it&#8217;s hindered by currect architectures, connectivity and OTA. Automotive players need to identify the most suitable applications and guarantee owner / user privacy.</p>
<p><a href="https://www.businessinsider.in/tech/news/tesla-will-likely-roll-out-a-monthly-subscription-plan-for-customers-who-arent-yet-ready-to-drop-7000-upfront-for-its-self-driving-technology/articleshow/75482904.cms" target="_blank" rel="noopener">Tesla</a> has already enabled FOD for its ADAS features. For the first time, <a href="https://www.audi-mediacenter.com/en/press-releases/functions-on-demand-a-new-form-of-individualization-13240" target="_blank" rel="noopener">Audi</a> is offering its customers in  Norway and Germany the possibility to book selected functions on demand, even after  purchasing the vehicle. Customers can book functions in the areas of  lighting, driver assistance, and infotainment  flexibly and as required.</p>
<p>Domains such as vehicle or component repair, predictive maintenance, software over-the-air updates, and battery-as-a-service create new opportunities for players.</p>
<h3>But compliance and regulatory challenges for continuous homologation need to be resolved</h3>
<p><strong>Continuous compliance</strong> of OTA updates is still a challenge because standards are vague.</p>
<p>What&#8217;s more, the <a href="https://www.shop.auto2xtech.com/product/autonomous-car-regulations/">regulatory framework</a> for SDV features is not harmonized across the world.</p>
<p>A streamlined regulatory approval of newly-added features using robust certification frameworks could fast-track adoption and remove the roadblocks autonomous driving is facing.</p>
<p><span id="more-86"></span></p>
<h3><strong>Table of Contents</strong></h3>
<ol>
<li><strong> Executive Summary</strong></li>
<li><strong>Opportunities in SDVs from our Ranking of Attractiveness &amp; Tech Readiness</strong></li>
<li><strong>Key Technology Trends driving Software-Defined Vehicles</strong>
<ol>
<li style="font-weight: 400;" aria-level="2"><span style="font-weight: 400;">Role of Automotive Software in value creation</span></li>
<li style="font-weight: 400;" aria-level="2"><span style="font-weight: 400;">Software development hurdles in the automobile sector</span></li>
<li style="font-weight: 400;" aria-level="2"><span style="font-weight: 400;">Car OS: State of the art</span></li>
<li style="font-weight: 400;" aria-level="2"><span style="font-weight: 400;">Open-source software</span></li>
<li style="font-weight: 400;" aria-level="2"><span style="font-weight: 400;">Cloud</span></li>
<li style="font-weight: 400;" aria-level="2"><span style="font-weight: 400;">OTA &amp; mapping</span></li>
<li style="font-weight: 400;" aria-level="2"><span style="font-weight: 400;">In-vehicle Networking / Ethernet</span></li>
<li style="font-weight: 400;" aria-level="2"><span style="font-weight: 400;">Cyber Security</span></li>
<li style="font-weight: 400;" aria-level="2"><span style="font-weight: 400;">AI in Automotive for Software-Defined Vehicles</span></li>
<li style="font-weight: 400;" aria-level="2"><span style="font-weight: 400;">Evolution of E/E Architecture for SDV</span>
<ol>
<li style="font-weight: 400;" aria-level="2"><span style="font-weight: 400;">Different approaches to the evolution of EE Architecture for SDV</span></li>
<li style="font-weight: 400;" aria-level="3"><span style="font-weight: 400;">SOA (Service Oriented Architecture) </span></li>
<li aria-level="3">Zonal EE</li>
<li><span style="font-weight: 400;">Outlook for EE</span></li>
</ol>
</li>
<li style="font-weight: 400;" aria-level="2"><span style="font-weight: 400;">Software-Define Vehicles and Sustainability</span></li>
<li><span style="font-weight: 400;">SDV-Feature economics &amp; Monetization</span></li>
<li><span style="font-weight: 400;">Evolution of SDV maintenance: repair, SW, OTA, Cyber, batterie</span></li>
</ol>
</li>
<li><strong> Player strategies</strong>
<ol>
<li style="font-weight: 400;" aria-level="2"><span style="font-weight: 400;">BMW</span></li>
<li>BYD</li>
<li style="font-weight: 400;" aria-level="2"><span style="font-weight: 400;">Geely</span></li>
<li style="font-weight: 400;" aria-level="2"><span style="font-weight: 400;">General Motors</span></li>
<li aria-level="2"><span style="font-weight: 400;">Mercedes-Benz</span></li>
<li style="font-weight: 400;" aria-level="2"><span style="font-weight: 400;">Renault</span></li>
<li style="font-weight: 400;" aria-level="2"><span style="font-weight: 400;">Stellantis</span></li>
<li style="font-weight: 400;" aria-level="2"><span style="font-weight: 400;">SAIC</span></li>
<li style="font-weight: 400;" aria-level="2"><span style="font-weight: 400;">Tesla</span></li>
<li style="font-weight: 400;" aria-level="2"><span style="font-weight: 400;">VW Group</span></li>
</ol>
</li>
<li><strong>Benchmarking of SDV Suppliers by Strategy, Technology &amp; Market Leadership</strong>
<ol>
<li style="font-weight: 400;" aria-level="2"><span style="font-weight: 400;">Amazon</span></li>
<li style="font-weight: 400;" aria-level="2"><a href="https://www.aptiv.com/en/solutions/smart-vehicle-architecture" target="_blank" rel="noopener"><span style="font-weight: 400;">APTIV</span></a></li>
<li style="font-weight: 400;" aria-level="2"><span style="font-weight: 400;">Bosch</span></li>
<li>Baidu</li>
<li><a href="https://www.continental-automotive.com/en-gl/Passenger-Cars/Technology-Trends/software-defined-vehicles" target="_blank" rel="noopener"><span style="font-weight: 400;">Continental</span></a></li>
<li>Huawei</li>
<li>Valeo</li>
</ol>
</li>
<li><strong>Regulation for continuous homologation</strong></li>
<li>Regional Hubs: China, USA, Europe and emerging hubs</li>
</ol>
]]></content:encoded>
					
		
		
			</item>
		<item>
		<title>Gearing up to Circular Mobility: Sustainability in Automotive Industry</title>
		<link>https://www.shop.auto2xtech.com/product/sustainability-in-automotive-industry/</link>
		
		<dc:creator><![CDATA[a2xworkshops1]]></dc:creator>
		<pubDate>Sat, 19 Oct 2024 09:04:59 +0000</pubDate>
				<guid isPermaLink="false">http://www.shop.auto2xtech.com/?post_type=product&#038;p=82</guid>

					<description><![CDATA[<ul>
 	<li><strong>Pages</strong>: 60</li>
 	<li><strong>Words:</strong> 18,000</li>
 	<li><strong>Format:</strong> PDF</li>
 	<li>ALL PICTURES SHOWN ARE FOR ILLUSTRATION PURPOSES</li>
 	<li>PRODUCT MAY VARY DUE TO PRODUCT ENHANCEMENT</li>
</ul>]]></description>
										<content:encoded><![CDATA[<h2 class="p1">Sustainability in Automotive Industry Is Much More than Net-Zero</h2>
<p class="p1"><span style="font-size: 16px;">Sustainability in Automotive, Circular Autos or Circular Mobility represents a new vehicle class; fully electric, connected vehicles built from the ground up with renewable resources and embedded recyclability. </span></p>
<p class="p1"><span style="font-size: 16px;">They could be the silver bullet to the disruption the automotive industry faces; digitalization and sustainability in the automotive industry amid the ripple effects of the worsening economic outlook. They could also be m</span>obility’s pathway to growth through the creation of new value propositions for customers.</p>
<p><em>Circular Autos represent the embodiment of sustainability in automotive for clean, safe and convenient movement of people and goods. The future of vehicles is Digital and Circular, Auto2x</em></p>
<p><strong>What’s Inside This Report?</strong></p>
<p>This report explores key opportunities within the transition to sustainable, electrified, connected, and shared mobility.</p>
<p>Dive into our research to discover how sustainability in automotive could lead the sector’s transformation to a more Circular economy. Inside, you’ll find insights into:</p>
<ul>
<li><strong>Driving Sustainability in Automotive</strong>: How Circular Autos can meet emissions regulations and bolster the industry’s environmental goals.</li>
<li><strong>Technological Enablers and Innovation Pace</strong>: The impact of AI, Big Data, and other exponential technologies on advancing Circular Autos.</li>
<li><strong>Consumer Trends and Sentiment</strong>: Shifting consumer preferences toward eco-friendly transportation.</li>
<li><strong>Player Ecosystem</strong>: Analysis of leaders versus followers in adopting circular mobility strategies.</li>
<li><strong>Emerging Circularity Hubs</strong>: Identifying the regions pioneering this shift.</li>
</ul>
<h3>Essential Reading for Industry Innovators</h3>
<p>This report is a valuable resource for R&amp;D, regulatory bodies, innovation leaders, strategy experts, and investment professionals invested in advancing sustainability in the automotive industry.</p>
<h3>Table of Contents</h3>
<ol>
<li><strong>EXECUTIVE SUMMARY</strong>
<ol>
<li>The role of Circular Autos for Mobility’s future</li>
<li>The status of Circular &amp; Sustainable mobility</li>
</ol>
</li>
<li><strong>TOP OPPORTUNITIES</strong>
<ol>
<li>10 recommendations to speed-up Automotive Circularity</li>
<li>The future of Green Hydrogen for manufacturing &amp; fuel</li>
<li>Green Steel for low-carbon auto manufacturing</li>
<li>Innovation for Zero Waste</li>
<li>Rising demand for new talent in e-mobility &amp; digitalization</li>
<li>Opportunities in the Circular Economy of EV Batteries</li>
<li>Evolving Competition to build Battery &amp; Hydrogen Hubs</li>
<li>The development of charging &amp; Refueling infrastructure</li>
<li>The Critical new role of Sustainable materials</li>
<li>Sustainability with the use of Bio-plastics</li>
<li>The rise of Alternate Leather</li>
<li>New applications in car interior leveraging Smart Glass</li>
<li>Secure and transparent supply chain and procurement</li>
<li>Opportunities in the optimization of vehicle utilization</li>
<li>On-demand Mobility: Car sharing, ride-hail &amp; micro-mobility</li>
<li>Component as a Service; BaaS – Battery Swapping</li>
<li>Aftermarket &amp; Dealerships in Sustainable Mobility</li>
</ol>
</li>
<li><strong>TECHNOLOGICAL ENABLERS</strong>
<ol>
<li>Future of ICE: phase-out or re-purpose?</li>
<li>Innovation in Battery Tech for Sustainable Propulsion</li>
<li>The future of Hydrogen for automotive</li>
<li>Sustainable Fuels: Renewable Gas, Synthetic Biofuels, e-fuels</li>
<li>Exponential Technologies for Circular Autos</li>
</ol>
</li>
<li><strong>IMPACT OF REGULATION</strong></li>
<li><strong>EVOLVING ECOSYSTEM</strong>
<ol>
<li>Carmaker roadmaps to circular autos</li>
<li>Five Innovative startups in Circular mobility</li>
</ol>
</li>
</ol>
<p><span id="more-82"></span></p>
<h2>Circular Autos Can Address Environmental Goals and Digital Transformation</h2>
<h3><span style="font-size: 16px;">Circular Autos represent a new vehicle class with a </span><span style="font-size: 16px;">Total Addressable Market of $3.4 Billion by 2026</span></h3>
<p>Regulations and climate policies drive automakers to integrate circularity and sustainability into their core strategies. Major brands, including Tesla, VW, and Renault, are setting ambitious climate neutrality goals, spanning from fully electric car production to battery recycling initiatives.</p>
<p>Circularity and sustainability are becoming core parts of the strategic direction of carmakers and automotive suppliers due to emission regulations and climate policies, competition and changing consumer needs.</p>
<p>Many passenger car brands are already fully-electric, such as Tesla and Polestar. Still, their shift to climate neutrality is underway, with Tesla not making a commitment yet while <a href="https://www.climatecouncil.org.au/wp-content/uploads/2022/11/CC_MVSA0329-CC-Factsheet-Race-to-zero-rank_V5-FA.pdf" target="_blank" rel="noopener">Polestar</a> has set 2040 as the goal.</p>
<ul>
<li>The VW Group is targeting net carbon neutrality by <a href="https://www.volkswagen.co.uk/en/electric-and-hybrid/sustainability/way-to-zero.html?gclsrc=aw.ds&amp;gclid=CjwKCAiAvK2bBhB8EiwAZUbP1Fxk67FZRRhbL4FUFzIOHOhSB1ro8_8gDw98_ilJ7GtkDQsJPnem3BoCgJEQAvD_BwE" target="_blank" rel="noopener">2050</a> with a combination of strategies that include a fully-electric car mix, off-setting unavoidable emissions and many more. The VW Group expects its BEV mix to account for 20-25% of sales by 2025, amounting to 2-3 million units, of which VW will amount to circa 1 million.</li>
<li>The latest update of Renault Group’s Renaulution plan will include creating a 360° circular economy company from the closed loop in materials to battery recycling, called “<a href="https://media.renaultgroup.com/the-future-is-neutral-the-circular-economy-is-stepping-into-a-new-era/?lang=eng" target="_blank" rel="noopener">The Future Is NEUTRAL</a>”, an industry-first, according to the French carmaker.</li>
</ul>
<blockquote><p><em>“Renault Group intends to position itself faster and stronger than competition on the new automotive value chains: EV, software, new mobility and circular economy.” Luca de Meo, CEO</em></p></blockquote>
<ul>
<li>BMW aims at a 1/3 CO2 reduction across its value chain by 2030. The Group wants to become climate-neutral by 2050.</li>
<li>Polestar and Volvo have set 2040 as their net-zero commitment target. Hyundai and KIA have set 2045.</li>
<li>Ford, VW, Mazda, Honda, Nissan, Toyota and Isuzu have set 2050.</li>
<li>ZF, a major automotive supplier, is targeting net carbon neutrality by 2040. The company intends to incorporate sustainability as a unique selling proposition, from meeting the highest environmental standards in production to dealing with employees and being a reliable, ethical business partner</li>
</ul>
<p>Regulations are the biggest driver of transformation to Circular Autos. CO2 fleet compliance and targets for PHEV/BEV sales are increasing the cost of compliance of Internal Combustion Engines and driving the introduction of PHEVs and BEVs.</p>
<p>With the proliferation of electric vehicles, regulations are concerned about the environmental and social impact of EV batteries. The European Parliament is working on an update of the EU&#8217;s <a href="https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=celex%3A32006L0066" target="_blank" rel="noopener">battery directive</a> to ensure that batteries can be repurposed, remanufactured or recycled at the end of their life.</p>
<h3>Sustainability in automotive and MaaS (Mobility-as-a-Service)</h3>
<p><strong><em>Balancing rising demand in MaaS with sustainability is a key to success</em></strong><em><br />
</em></p>
<p>Demand for Mobility-as-a-Service (MaaS) will skyrocket by 2030 to $1.4 Trillion, or 19% of global Automotive revenues, driven by increasing urbanization and mandates for sustainability.</p>
<blockquote><p><em>How to simultaneously tap into the $1.4 Trillion Mobility-as-a-Service (MaaS) and the $2.5T  Sustainability in automotive industry?</em></p></blockquote>
<p><span class="ml-rte-link-wrapper" data-redactor-span="true"><a href="https://auto2xtech.com/product-category/shared-mobility-reports/" target="_blank" rel="noopener">MaaS</a></span> incorporates shared mobility services such as ride-hailing, car-sharing, micro-mobility, services integrated with public transport and alternatives to private car ownership, among others.</p>
<p>While a lot has been written about the impact on private car ownership, automakers and automotive suppliers, the impact on transit operators, fleet management service providers and municipalities is often overlooked.</p>
<ul>
<li>Miles driven by ride-hailing fleets will triple between 2022 and 2030 (CAGR 15%), driven by a 25% drop in cost per mile to $1.5 in 2030.</li>
<li>Public miles driven will rise by 9% by 2030</li>
<li>Personal miles by 13% in the same period.</li>
</ul>
<p>To capture the size of the opportunity New Mobility Services present for the automotive industry, we outline some forecasts from recent reports from Goldman Sachs and McKinsey. Even though the two reports follow different market definitions, a common perspective is the expectation that the additional revenues of the auto industry from new mobility services (e.g., ride-hailing) will increase by approximately $1.5 trillion by 2030.</p>
<p>McKinsey estimates the revenues from new services, which include Mobility-as-a-Service as well as data connectivity services to grow from $30 billion in 2015 to $1.5 trillion in 2030, achieving a CAGR of 30% for the 15-year period.</p>
<p>These new revenues will be the primary fuel for the growth of overall Automotive Revenues to $6.7 trillion in 2030, from $3.5 trillion in 2015 as One-time-vehicle sales will record only 2.5% CAGR for this period.</p>
<p>Goldman Sachs estimates that the Total Addressable Market (TAM) of the New Mobility market, which is a combination of existing and new markets, will rise by $1.4 trillion between 2020 and 2030 (from $7.05 in 2020 to $8.4 trillion in 2030). A deeper segmentation of the ride-hailing market expects ride-hailing miles to grow four-fold between 2020 and 2030 and revenues three-fold to $409 billion.</p>
<h3>But the shift to sustainability in automotive still faces adoption challenges</h3>
<p>Despite advances, the path to sustainable automotive solutions faces regulatory and technological hurdles. Variations in regulations and standards, coupled with limited consumer awareness, present barriers that need addressing.</p>
<p>A plethora of technological innovations in electric vehicle batteries, business models for 2<sup>nd</sup> life and recyclability, and industry collaboration will be crucial for the shift from Low to Full Circular Mobility.</p>
<p>The lack of regulatory harmonization, the absence of global cooperation to develop common standards, and consumer awareness are roadblocks to overcome.</p>
<p>This report provides ten strategic recommendations for accelerating the adoption of Circular Autos, from promoting green manufacturing to exploring circularity-as-a-service models.</p>
<h2>10 strategies to gear-up Circular Autos for sustainable Mobility</h2>
<div class="cl-post-header">
<div class="wrapper-content">
<div class="container container-content">
<div class="row">
<div class="col-sm-12 col-md-9">
<p>Here are Auto2x’s Top-10 recommendations to accelerate the shift to Sustainable and Circular Mobility.</p>
<ol>
<li>Regulators and policy-makers should evaluate mandatory “Green Automobile Manufacturing”, e.g., with green steel;</li>
<li>Automotive players must embrace innovations in exponential technologies, such as AI, Big Data, etc. to achieve quantum leaps in their transition to Circularity, instead of incremental steps;</li>
<li>Vehicle manufacturers and shared mobility network operators should collaborate for the development of “Purpose-built” vehicles to electrify ride-hailing and Mobility-on-Demand;</li>
<li>Pursue strategies for the decarbonization of the ICE car parc with e-mobility aftermarket kits;</li>
<li>Accelerate the shift to SDV-Software defined vehicles, which includes advanced electric architectures and connectivity to optimize zero-emission powertrains;</li>
<li>Investigate the optimization of EV Charging infrastructure to close the loop, e.g. charging while driving on electrified roads, while queuing in traffic lights, parked, etc.</li>
<li>Explore new CaaS (Circularity-as-a-Service) business models, such as Energy-as-a-Service (EaaS) with integration of EVs in the smart grid, Component-as-a-Service, such as Battery leasing and swapping and more.</li>
<li>Increase transparency of supply chain activities and resources using blockchain and digital identities, such as <a href="https://www.passportbmw.com/blogs/846/marlow-heights-bmw-dealer/bmw-group-and-pge-plug-in-to-leverage-renewable-energy-and-sustainably-power-electric-vehicles/" target="_blank" rel="noopener">BMW’s digital passport</a> for EV charging with renewable resources;</li>
<li>Recyclability for the second-life of battery and other components, e.g. Li-Cycle’s lithium-ion recovery with high efficiency to close the loop in battery value chain;</li>
<li>Cross-industry collaborations to build secure supply chain for sustainability</li>
</ol>
</div>
<h2 class="col-sm-12 col-md-9">3 innovative companies bringing exponential tech Sustainability in Automotive</h2>
</div>
</div>
</div>
</div>
<div class="inner-content container">
<div class="inner-content-row row">
<div class="content-col col-sm-12">
<article id="post-22722" class="post-22722 post type-post status-publish format-standard has-post-thumbnail hentry category-circular category-automotive tag-batttery-recycling tag-circular tag-circular-moblity">
<div class="cl-content">
<div class="entry-content ">
<p>Circular Autos are coming to enable zero-emission transport, maximize vehicle utilization to accelerate the shift to sustainability and carbon-neutral economy. Innovation, is critical for the shift of the automotive industry to sustainability, especially in the areas of batteries, fuel cells, recycling, lifecycle optimization and second-life.</p>
<p>Auto2x unveils 3 companies using AI, Data, Computing, IoT, WEB3 are other exponential technologies to accelerate sustainability and Circular Mobility. These solutions have the potential to revolutionize the automotive industry by solving challenges in decarbonization and digitilization of the supply chain.</p>
<ol>
<li>Posh Robotics is utilizing computer vision, a sub-segment of AI; and robotics, to automate EV battery recycling;</li>
<li>Everledger created “battery digital passports” with Ford to track EV batteries across their lifecycle</li>
<li>IonQ is using quantum computing for material simulation to accelerate the development of electric car batteries</li>
</ol>
<h3>Posh uses computer vision to automate EV battery recycling &amp; circularity</h3>
<p><a href="https://www.poshrobotics.com/" target="_blank" rel="noopener">Posh Robotics</a> is using computer vision and robotics for battery recycling. Posh provides robots that disassemble EV batteries automatically for recycling and qualify battery packs for reuse, refurbish or recycle. The company’s vision is to automate EV battery recycling to accelerate sustainability and scale energy storage.</p>
<p>The company is tackling the problem of manual disassembly of batteries and the lack of uniformity of batteries, a problem which will become even worse with the proliferation of EV batteries as the penetration of electric vehicles rises.</p>
<p>Posh was founded in 2021 and is headquartered in San Mateo, U.S.A. The company’s founders we focused on robots for restaurants initially, before shifting to the mobility industry. The company is currently at Seed Stage. They have received a total of $3.8 million in funding with the last funding round in <a href="https://www.prnewswire.com/news-releases/posh-raises-3-8m-seed-round-to-automate-ev-battery-recycling-301573426.html" target="_blank" rel="noopener">June 2022</a> of $3.8m. Competition includes <a href="https://tracxn.com/d/companies/lohum/__THOSU6GLnrgQEzF2UeXEBQIFjmt6Cj_FssDoAM-K1FY" target="_blank" rel="noopener">Lohum</a>, <a href="https://tracxn.com/d/companies/redwood-materials/__o1PdBwSo2nSSxGCl523YtWr8iwRVDKkVeIJ-ZwUSPO0" target="_blank" rel="noopener">Redwood Materials</a>, <a href="https://tracxn.com/d/companies/li-cycle/__2aqLG21RPZEzKtb-mvdMBQMqnNFMZKTYJparwl3s6lI" target="_blank" rel="noopener">Li-Cycle</a>, <a href="https://tracxn.com/d/companies/lithion-recycling/__DVEw8fJphQx1LnXeqa6N3lisfvn1hnd7IBkuIx9Gq6o" target="_blank" rel="noopener">Lithion Recycling</a>.</p>
<p>The company’s technology differentiation is the use of computer vision and robotics arms to automate 3 functions: diagnosis and discharge, disassembly and automated testing with could make battery recycling fast, safe and scalable for reuse.</p>
<h3>Everledger’s battery Passport to track battery lifecycle and end-of-life</h3>
<p><a href="https://everledger.io/" target="_blank" rel="noopener">Everledger</a>, a London-based company focusing on digital transparency, launched a battery passport pilot with <a href="https://batteriesnews.com/everledger-launches-battery-passport-pilot-ford/" target="_blank" rel="noopener">Ford Motor Company in Oct’22</a> to ensure the responsible recycling of Electric Vehicle batteries. This battery digital passport will allow Ford to gain visibility on out-of-warranty batteries and validate responsible end-of-life recycling, according to their press release.</p>
<p>The company is working on projects that digitalize the supply chain for sustainability and better transparency.</p>
<h3>IonQ’s quantum computing tech aims at the optimization of EV battery development</h3>
<p><a href="https://ionq.com/" target="_blank" rel="noopener">IonQ</a> has announced a project with Hyundai to optimize battery chemistry for electric cars through simulation with quantum computing algorithms. IonQ claims it can address many of these issues with quantum technology in areas such as battery efficiency and boosting the capacity of energy grids, according to <a href="https://www.eetasia.com/hyundai-banks-on-quantum-computing-to-improve-ev-batteries/" target="_blank" rel="noopener">sources</a>.</p>
<p>The<a href="https://eepower.com/news/volkswagen-google-using-quantum-computer-for-ev-battery-development/" target="_blank" rel="noopener"> VW Group</a> is also working on quantum computing to identify solutions to EV batteries, traffic optimization and more.</p>
</div>
</div>
</article>
</div>
</div>
</div>
]]></content:encoded>
					
		
		
			</item>
		<item>
		<title>ADAS Supplier Readiness for Level 4 Autonomy: Sensors, Systems, Strategy, Market Shares</title>
		<link>https://www.shop.auto2xtech.com/product/adas-supplier-readiness-for-level4/</link>
		
		<dc:creator><![CDATA[a2xworkshops1]]></dc:creator>
		<pubDate>Sat, 19 Oct 2024 09:04:58 +0000</pubDate>
				<guid isPermaLink="false">http://www.shop.auto2xtech.com/?post_type=product&#038;p=77</guid>

					<description><![CDATA[The rankings cover APTIV, Bosch, Continental, Denso, Magna, Mobileye, Valeo, ZF, Baidu, Alibaba, Amazon, Huawei, and others.

Learn about their <strong>technological capabilities, </strong>understand the <strong>strategies</strong>, and get insights on who is better <strong>positioned in the marketplace.</strong>

Format: 100 pages.

Optional upgrade: Live database of scoring and rankings of 20+ Tier-1 ADAS suppliers.]]></description>
										<content:encoded><![CDATA[<h2>Key Findings: ADAS Suppliers Readiness in Level 4 Autonomous Driving?</h2>
<p>Auto2x has released its <b>&#8220;Supplier Readiness in Level 4 Autonomous Driving Rankings&#8221;</b> report, offering insights into the evolution of the competitive landscape of Advanced Driver Assistance Systems (ADAS) and the roadmaps to Level 4 autonomous driving from technology providers.</p>
<p>The rankings cover the Top-20 ADAS Tier-1s, including APTIV, Bosch, Continental, Denso, Mobileye, Valeo, and ZF, in addition to Baidu, Alibaba, Amazon, Huawei, Foxconn and others.</p>
<p>To assess Supplier Readiness we quantify 3 parameters:</p>
<ul>
<li>the<strong style="text-align: var(--text-align); letter-spacing: 0px;"> technological capabilities</strong> of suppliers in sensors (radar, cameras, lidar, ultrasonics), features (Level 1-4 Cruising and Parking), computing (AD Domain Controllers) and software (ADAS Perception Software Stack).</li>
<li>their <strong>strategies,</strong> including partnerships, investments, M&amp;A, new product launches, supply chain and business models.</li>
<li>how they are positioned in the <strong>marketplace</strong>, their revenues from ADAS, their client base and regional expansion.</li>
</ul>
<p><strong>Key findings</strong></p>
<ul>
<li>Incumbent <a href="https://auto2xtech.com/product/adas-suppliers-rankings-market-shares/">Tier-1 suppliers</a> lead the ADAS market, but they face challenges to transform and fight the competition.</li>
<li>Emerging Chinese Suppliers and tech entrants threaten the leadership of major Tier-1s in ADAS &amp; Electrification.</li>
<li>New opportunities in perception, computing, AI (Generative AI for vision-based Level 4), SDVs and new markets.</li>
<li>Suppliers should continue investing in tech, strengthen partnerships and build customer-centric business models.</li>
</ul>
<p><noscript><img decoding="async" src="https://public.flourish.studio/visualisation/19291972/thumbnail" width="100%" alt="radar visualization" /></noscript></p>
<h3>How Readers Will Benefit By Reading This Report</h3>
<p><strong>Who Should Read this Report</strong></p>
<ul>
<li>Engineering, Strategy, Marketing, R&amp;D and Innovation functions in Automotive OEMs and Tier 1-2 Suppliers</li>
<li>Innovation Managers in Technology companies exploring automotive market entry</li>
<li>Investors and financial analysts focused on the automotive sector</li>
<li>Automotive industry consultants and strategists</li>
</ul>
<p><strong>How Readers Will Benefit</strong></p>
<ul>
<li>Gain a comprehensive understanding of the ADAS supplier landscape</li>
<li>Identify partners or acquisition targets for autonomous driving technology</li>
<li>Assess competition from both established players and new entrants</li>
<li>Guide strategic decisions around R&amp;D investments and market positioning</li>
<li>Understand emerging trends and technologies shaping the future of autonomous driving</li>
</ul>
<h3>Methodology &amp; Why does a Readiness Level matter</h3>
<p>To succeed in the Autonomous Driving race suppliers must be competitive across 3 parameters:</p>
<ul>
<li>technological competitiveness,</li>
<li>good strategy execution (strong network of partnerships and investments), and</li>
<li>strong market positioning to capture market share.</li>
</ul>
<p><strong>Strategy</strong></p>
<ul>
<li>Foresee changing market needs amid volatility by investing in the right tech, market at the right time.</li>
<li>Identify new revenue pools from innovation, and market consolidation, such as shift of revenue pools in Asia.</li>
<li>Strategy execution includes a powerful vision, partnerships, investments and M&amp;A</li>
</ul>
<p><b>Future-proof Technology</b></p>
<ul>
<li>Next-gen SW-HW needed for Level 3/4 autonomy e.g., DC, compute, 4D imaging radar. Who has an edge?</li>
<li>Autonomous Driving Perception Software offerings from top suppliers.</li>
<li>New cruising and parking features emerge: Who is innovating to offer competitive solutions?</li>
<li>Technological competitiveness includes: a strong portfolio of Level 1-4 features for private cars, autonomous trucks, shared mobility and other use cases (Level 4 features, such as Highway Chauffeur, City and Valet Parking are in development); a comprehensive and robust set of sensors (e.g. imaging radar, solid-state lidar); capabilities in centralised E/E Architecture, SW Stack, Validation-Verification and others.</li>
</ul>
<p><strong>Market Leadership</strong></p>
<ul>
<li>Adapt to changing needs and emerging markets to build new revenues or maintain.</li>
<li>Leaders are threatened by new entrants such as  Tech Giants with AI, Cloud or in-house</li>
<li>This parameter captures:
<ul>
<li>Number of clients in ADAS sensors and features, incl. Carmakers, Trucks, AMOD</li>
<li>Clients in Top-4 major markets: China, USA, EU, Japan</li>
<li>ADAS revenues</li>
<li>Market shares in sensors, features and regional</li>
<li>ADAS-to-Sales ratio to show their focus on AD</li>
</ul>
</li>
</ul>
<p><!--StartFragment--><!--EndFragment--></p>
<p><noscript><img decoding="async" src="https://public.flourish.studio/visualisation/18832583/thumbnail" width="100%" alt="chart visualization" /></noscript></p>
<h2>Which suppliers are better prepared for the New Era of Autonomous Mobility?</h2>
<h3>Incumbent Tier-1 suppliers lead the ADAS market</h3>
<blockquote><p>Auto2x assessed the readiness levels of major Tier-1 suppliers and emerging players based on their technological competitiveness, their strategy execution and their market positioning.</p></blockquote>
<p><a href="https://auto2xtech.com/wp-content/uploads/2023/04/Supplier-comparison-in-Readiness-to-Level-4-Autonomy-Auto2x.png"><img loading="lazy" decoding="async" src="https://auto2xtech.com/wp-content/uploads/2023/04/Supplier-comparison-in-Readiness-to-Level-4-Autonomy-Auto2x.png" alt="Auto2x | Comparison of Bosch vs. Continental in Level 4-AD Readiness" width="941" height="302" /></a></p>
<p>The first parameter, <strong>Technology Competitiveness,</strong> captures the product portfolio of sensors, features, architecture, software stack and innovation (patents).</p>
<ul>
<li>Auto2x assesses that APTIV and Continental have high readiness levels in Level 4 Autonomous Driving Technology due to their mature offering in Lidar, AD Software stack and Computing Platforms.</li>
<li>Baidu offers competitive technology due to Apollo’s strengths.</li>
</ul>
<p><strong>Strategy Execution,</strong> the 2nd parameter, covers a supplier’s partnerships, investments, ADAS manpower, activities in autonomous mobility and more.</p>
<ul>
<li>Bosch and Mobileye lead the pack in this parameter, with strong in-house capabilities, a partner ecosystem in high-growth areas and investments in key markets.</li>
<li>Continental is a 100% system supplier from design and manufacturing to validation and expansion to new services in system integration and functions. This makes them well-positioned.</li>
</ul>
<p><strong>Market Positioning</strong>, the 3rd parameter, captures the volume of ADAS revenues from sensors and features, sensor market share, client base and geographical presence.</p>
<ul>
<li>Major Automotive Tier-1 Suppliers like Bosch, ZF, Valeo, Denso and Continental still maintain the lion’s share in terms of automotive revenues. But they were overtaken by Bosch in 2019, who leads the market by ADAS revenues since then.</li>
<li>The contracts with OEMs for ADAS and the ability to support driving and parking features for higher levels of automation are strengths.</li>
</ul>
<p><strong>Overall Readiness Level:</strong> The Ranking of Suppliers Readiness in Level 4 Autonomous Driving is based on their competence in three parameters, Strategy (30% weight), Technology (40%) and Market Position (30%).</p>
<ul>
<li>Auto2x found that Bosch leads the ADAS market by revenues from sensors for Level 1-2 features, but they lag in Technology Readiness for Level 4 Autonomous Driving.</li>
<li>Another success story is Mobileye which spearheads INTEL&#8217;s Autonomous Driving strategy and has captured a large share in ADAS. Mobileye ranks at the Top-3 of Auto2x&#8217;s Ranking of Suppliers by Readiness in level-4 Automated Driving.</li>
</ul>
<h3>European suppliers lead the race but Chinese Suppliers are catching up</h3>
<blockquote><p>ZF and Continental broke the €2 Billion mark in ADAS revenues, but challenges remain.</p></blockquote>
<p>The Top-4 Automotive Suppliers of ADAS are all European, Bosch, Valeo, ZF and Continental, according to Global ADAS Ranking by Revenues. The 4% growth in automotive production in 2022 and the higher sensor fitment for Level 2-3 systems benefited their ADAS sales and Order Books.</p>
<ul>
<li>ZF achieved 33% growth in ADAS revenues in 2022 to €2.4 Billion, from €1.8B in 2021. ZF ranked 3rd in the Global ADAS Ranking by Revenues in 2021 from Auto2x with an 11% market share.</li>
<li>Continental saw 23% growth in ADAS sales to €2.1 Billion in 2022, from €1.7B in 2021. ADAS accounted for 11% of Continental’s Automotive revenues.</li>
</ul>
<p>But major automotive suppliers face further transformation to develop capabilities in AI and software, expand into software business models and face new competition.</p>
<h2>New Opportunities in Autonomous Driving</h2>
<h3><strong>The Battlefront in Autonomous Driving Software</strong></h3>
<p>Electrification, automated driving, shared mobility and connectivity push for more dedicated software development. A large part of hardware-oriented systems becomes more standardized and commoditized.</p>
<p>The growing number of ECUs with sophisticated software leads to signiﬁcant cost increases, higher in-vehicle software complexity and constraints in optimising vehicular functions.</p>
<p>Next-generation Digital vehicles must integrate new, diverse technologies and complex logical operations; the hardware architecture has to support advanced software functionality and upgradability.</p>
<p>New partnerships and new business models are emerging.</p>
<p><strong>What are some key new Software-driven features with high potential?</strong></p>
<p>Software is the answer to the Digitization of the Automotive Industry but delivery is challenging.</p>
<p>Learn about top innovation clusters across major technological building blocks of SDVs.</p>
<p>• Autonomous Driving Software Stack: Perception Software (vision, radar, HD maps, sensor fusion), Driving and Parking features.</p>
<p>• Next-generation sensors: Imaging radars, satellite cameras, etc/</p>
<p>• EE Architectures: Assess the roadmaps of leading carmakers and suppliers in the development of centralized architectures and their partnerships;</p>
<ul>
<li><a href="https://www.aptiv.com/en/ces2022/bmw-ix" target="_blank" rel="noopener">Aptiv’s Active Safety Domain Controller integrated by BMW;</a></li>
<li>Visteon’s Domain Controller SmartCore, launched by Mercedes Benz;</li>
<li>zone-oriented control units (ZCUs), where the vehicle is divided into zones and each zone integrates into a zone-ECU (the sub-ECUs do not perform any processing to realize a vehicle function) e.g. Bosch’s zone-oriented E/E architecture;</li>
<li>cross-domain centralized units (CDCUs), where the functions of more than one domain are consolidated onto a single ECU (similar to the DCU’s architecture) e.g. Bosch’s vehicle-centralized ECU.</li>
</ul>
<p>• CarOS: Learn about the rising adoption of Google’s Android Automotive OS and the competitive offerings from MBUX and other players;<br />
• Open-source software development<br />
• Cloud: the emergence of automotive cloud as an enabler for cloud-based ADAS development, development of offerings from carmakers and the role of Microsoft, Amazon among others;<br />
• Over-the-Air-updates and the opportunities for features-on-demand;<br />
• Digital Twin</p>
<h3><strong>How could innovation in AI and cloud computing impact autonomous driving?</strong></h3>
<p>New technologies like AI and cloud computing are crucial for the future of autonomous driving as they enable advanced data processing, real-time decision-making, and scalable software updates.</p>
<p>AI enhances vehicle perception and autonomy through machine learning and in-car assistants, while cloud computing supports efficient feature development and system integration.</p>
<p>Together, they facilitate the transition to higher levels of automation and improve overall vehicle performance and safety.</p>
<p>The integration of AI and cloud computing will change the consumer experience in autonomous vehicles</p>
<p>Integrating AI and cloud computing will significantly enhance the consumer experience in autonomous vehicles by enabling personalized in-car services, such as tailored entertainment and real-time navigation assistance.</p>
<p>Cloud computing allows for continuous updates and feature enhancements, ensuring vehicles remain up-to-date with the latest technology and safety features.</p>
<p>Additionally, AI-powered virtual assistants can provide seamless interaction, improving convenience and overall satisfaction during travel.</p>
<h3>Expanding to New Markets and Sectors</h3>
<p><strong>Which technologies show potential for them to enter and which countries?</strong></p>
<p>Countries with promising opportunities for new suppliers include China, the USA, and Europe, where demand for autonomous driving solutions is rapidly growing.</p>
<h2>What challenges do automotive companies face in achieving Level 4 autonomy?</h2>
<p>Automotive companies face several challenges in achieving Level 4 autonomy, including the need for advanced sensor technology and high-performance computing platforms to process vast amounts of data in real time.</p>
<p>Regulatory hurdles and safety standards must be navigated to ensure compliance and public acceptance of autonomous vehicles.</p>
<p>Significant investments, research and development, and partnerships are required to build the necessary infrastructure and technology ecosystem for successful deployment.</p>
<h3><strong>What risks do leading Automotive ADAS Suppliers face?</strong></h3>
<p>Suppliers face risks from increased competition, particularly from tech giants and emerging players that leverage AI and cloud technologies, potentially disrupting traditional supply chains.</p>
<p>The transformation of carmakers into mobility service providers pressures suppliers to adapt quickly to software-driven models, which may require significant investment and restructuring.</p>
<p>Additionally, the shift from hardware to software monetization poses challenges for suppliers reliant on traditional revenue streams, necessitating the refinement of their business strategies to remain competitive.</p>
<h3>How could new suppliers and Tech Giants disrupt major Tier-1s?</h3>
<p>Traditional ADAS suppliers still maintain the lion’s share in automotive supplier revenues. But they face competition from US, Chinese and other Tech giants who capitalize on their expertise in AI, Cloud and Software transforming automotive.</p>
<p>In the 2020s the vehicle’s software value will exceed that of hardware as carmakers shift to more common platforms to achieve cost savings and existing players are forced to move away from vertically integrated, asset-heavy business models to compete with new entrants.</p>
<p>Software will be crucial for product differentiation such as new features, content, and new personalized experiences.</p>
<p>We have identified several opportunities for Tech Companies to enter or disrupt the existing supply chain.</p>
<p>• Next-gen Perception Hardware for Autonomous Driving<br />
• Computing, e.g. Peta-ops chips for Autonomous Driving</p>
<blockquote><p>The computing power required for a<br />
&#8211; Lv.2 vehicle is 10 TOPS (tera operations per second),<br />
&#8211; Lv.4 exceeds 100 TOPS,<br />
&#8211; Lv.5 vehicle will require a 1,000 TOPS computing processing power.</p></blockquote>
<p>• AI: AI for Autonomy and HMI such as in-car AI assistants<br />
• Data-based Business models such as in-car e-commerce<br />
• 5G-6G, Connected Infrastructure and Smart Cities<br />
• Autonomous Shared Mobility and autonomous deliveries</p>
<h2>How can Suppliers stay competitive and gain competitive advantage?</h2>
<p><strong>What should suppliers do to stay relevant in autonomous driving, gain competitive advantage and market share?</strong></p>
<p>Suppliers should invest in next-generation technologies, such as advanced perception hardware, AI, cloud computing to meet the evolving demands of autonomous driving.</p>
<p>Another important aspect is building competence in Autonomous Driving software and sensors needed by carmakers to develop higher autonomy.</p>
<p>They should also adapt their strategies to identify new revenue pools and collaborate with innovative partners to tap into high-growth opportunities.</p>
<p>By forming commercial and product development partnerships with volume carmakers to support their connected, electric and ADAS roadmaps. The AI and connectivity domains in the booming Chinese market are crucial for new AD Suppliers to claim market share from global Tier-1s.</p>
<p>Additionally, suppliers must continuously assess competition and enhance their product offerings to maintain a competitive edge in the market.</p>
<p>Finally, fuel investments in innovative technologies and business models incl. robotaxis, and last-mile delivery.</p>
<p><strong>What are some key market entry strategies for new suppliers? </strong></p>
<p>Key market entry strategies for new suppliers include forming strategic partnerships with established players, investing in innovative technologies, and focusing on niche markets within the autonomous driving sector.</p>
<p>Technologies with potential for entry include next-gen perception hardware, AI for autonomy, and advanced computing solutions.</p>
<ul>
<li>Lenovo has entered the AD-DC market as a Tier-1 Supplier with partnerships with NVIDIA and Valeo.</li>
<li>Huawei supplies LIDAR and car networking to BAIC for L2+. Huawei has recently launched new products in Autonomous Driving focusing on ADAS sensors (4D imaging radar), HMI (AR-HUD) during their product launch titled ‘Focused Innovation for Intelligent Vehicles’.</li>
<li>Samsung Electronics will work together with Tesla to develop chips for their HW 4.0;</li>
</ul>
<h2>Table of Contents</h2>
<p><strong>1. Supplier Readiness in Level 4 Autonomous Driving </strong></p>
<ol>
<li>Methodology for the Supplier Readiness Level</li>
<li>Findings from the overall ranking of Readiness in Level 4-AD</li>
<li>Strategy Execution ranking summary</li>
<li>Technology Competitiveness ranking</li>
<li>Market Leadership Ranking Summary</li>
<li>Opportunities for ADAS-AD Suppliers</li>
<li>Opportunity Radar: rankings by Act, Prepare, Watch</li>
<li>Recommendations for incumbents and new market entrants</li>
<li>Gaps in the portfolios of Tier-1 Suppliers</li>
<li>Risks that threaten their leadership</li>
</ol>
<p><strong>2. Strategies and execution</strong></p>
<ol>
<li>Trends in Supplier ADAS-AD Strategy</li>
<li>Supplier roadmaps to Level 4-AD</li>
<li>R&amp;D of Suppliers to drive AD-SW</li>
<li>New Product Launches</li>
<li>Key collaborations</li>
<li>Strategies in AMOD (Automated-Mobility-on-Demand)</li>
<li>Suppliers of Level 3-4 Autonomous Driving Platforms</li>
<li>Investments in Autonomous Driving</li>
<li>New Business Models: SaaS, CaaS, DaaS, VaaS, Tier-X</li>
<li>Continental’s Spin-off of the Automotive Segment</li>
<li>Lenovo’s entry into the AD markets as a new DC Tier-1</li>
<li>Mobileye’s Imaging Radar</li>
<li>Valeo’s Brain segment</li>
<li>Qualcomm</li>
<li>AI Regulation and Development of Ethics</li>
</ol>
<p><strong>3. Technology Competitiveness</strong></p>
<ol>
<li>Ranking by Technology Competitiveness r</li>
<li>ADAS L0-L4 Feature Availability across major Tier-1 Suppliers</li>
<li>Sensor portfolio of leading Tier-1 Suppliers</li>
<li>ADAS Radar and Camera benchmarking</li>
<li>Next-generation radars, camera, lidar</li>
<li>Driver and passenger / occupant monitoring (DMS-OMS-PMS)</li>
<li>Rise of on-board vehicle Computing</li>
<li>Data recording for Level 3-4 Autonomous Driving</li>
<li>The evolution of E/E Architecture for connected and automated driving</li>
<li>Innovation in Software-Defined Vehicles (SDV)</li>
<li>Low-No Code solutions in ADAS and autonomy</li>
<li>Innovators in Patents, Intellectual Property and Scientific Literature</li>
<li>Future of ADAS features from Auto2x AD Radar</li>
<li>Generative AI and new applications in Autonomous Driving</li>
<li>Vehicle-to-Everything Communications (V2V, V2I, V2X)</li>
</ol>
<p><strong>3. Market Leadership and Positioning</strong></p>
<ol>
<li>Supplier Rankings by Automotive Revenue</li>
<li>Supplier Revenues by ADAS-Software divisions</li>
<li>Ranking of Suppliers by ADAS Revenues</li>
<li>Supplier market shares in 77GHz radar</li>
<li>China’s strengths to become Top AD Hub</li>
<li>Rise of Level 2-ADAS in India</li>
</ol>
<p><strong>5. Opportunities in ADAS and Autonomous Driving for Suppliers</strong></p>
<ol>
<li>Rising ADAS sensor content</li>
<li>Sensor Forecast and TAM</li>
<li>Forecast of revenues from Lidar for L3/L4</li>
<li>Rising demand for SW for ADAS</li>
<li>(SDV) Software-Defined Vehicles</li>
<li>Subscriptions for ADAS</li>
<li>AMOD (Automated-Mobility-on-Demand)</li>
<li>Regulation for Level 3-4</li>
<li>CarMetaverse</li>
<li>Autonomous Deliveries</li>
<li>Insurance for Level 3-4 Automated Driving</li>
<li>Autonomous mining</li>
</ol>
<h2>Companies Mentioned</h2>
<ol>
<li>Alibaba</li>
<li>APTIV</li>
<li>Amazon</li>
<li>Bosch</li>
<li>Baidu</li>
<li>Continental</li>
<li>Denso</li>
<li>Forvia</li>
<li>Hella</li>
<li>Hitach AS</li>
<li>Hyundai Mobis</li>
<li>Huawei</li>
<li>LG</li>
<li>Lenovo</li>
<li>Magna</li>
<li>Mando HL</li>
<li>Mitsubishi Electric</li>
<li>Microsoft</li>
<li>Intel-Mobileye</li>
<li>NVIDIA</li>
<li>Qualcomm</li>
<li>Samsung-Harman</li>
<li>Valeo</li>
<li>Visteon</li>
<li>Veoneer</li>
<li>Zenseact</li>
<li>ZF</li>
</ol>
]]></content:encoded>
					
		
		
			</item>
		<item>
		<title>Top 10 Tech Companies in Autonomous Driving</title>
		<link>https://www.shop.auto2xtech.com/product/tech-companies-in-autonomous-driving/</link>
		
		<dc:creator><![CDATA[a2xworkshops1]]></dc:creator>
		<pubDate>Sat, 19 Oct 2024 09:04:57 +0000</pubDate>
				<guid isPermaLink="false">http://www.shop.auto2xtech.com/?post_type=product&#038;p=74</guid>

					<description><![CDATA[<ul>
 	<li><strong>Number of pages</strong>: 56</li>
 	<li><strong>Number of tables and graphs:</strong> 59 (22+37)</li>
 	<li><strong>Word count: </strong>16,457</li>
 	<li><strong>Format:</strong> PDF</li>
 	<li>ALL PICTURES SHOWN ARE FOR ILLUSTRATION PURPOSES</li>
 	<li>PRODUCT MAY VARY DUE TO PRODUCT ENHANCEMENT</li>
</ul>]]></description>
										<content:encoded><![CDATA[<h2>The 10 Biggest Tech Companies in Autonomous Driving</h2>
<p>The world&#8217;s biggest Tech Companies, including Amazon, Apple and Microsoft, together with Chinese Majors Alibaba, Baidu, Huawei and others, are expanding their presence in the automotive industry to monetize the capability gap of existing Tier-1s in Software, AI, and data needed for Autonomous Mobility.</p>
<p>Tech giants also support the digitalization transformation of major carmakers and suppliers.</p>
<p>As the value creation in Mobility shifts from hardware to software, this expansion threatens major Tier-1 Suppliers Bosch, Continental and others, who still maintain the lion&#8217;s share in the radars and cameras for ADAS, but need to transform quickly to the needs of Autonomous Mobility to maintain their position in the market.</p>
<h3>Why You Should Read This Report</h3>
<p>This report examines the capabilities of the 10 biggest Tech Companies in Autonomous Driving and their potential to capture a share in rising new business models in Autonomous Mobility.</p>
<ul>
<li>Learn about their technology capabilities with in-depth analysis of their ADAS portfolio of sensors; assessment of their Lv.1-4 features, by Driving &amp; Parking;</li>
<li>Understand their value proposition, differentiation and competitive advantage from the assessment of their strategy</li>
<li>Assess the market position of Tech Companies in Autonomous Driving in terms of ADAS clients and revenues</li>
</ul>
<ol>
<li><strong>Alibaba</strong></li>
<li><strong>Amazon</strong></li>
<li><strong>Apple</strong></li>
<li><strong>Baidu</strong></li>
<li><strong>Huawei</strong></li>
<li><strong>Intel</strong></li>
<li><strong>Microsoft</strong></li>
<li><strong>Samsung</strong></li>
<li><strong>Sony</strong></li>
<li><strong>Tencent</strong></li>
</ol>
<h3>Table Of Contents</h3>
<ol>
<li><strong>Key Findings of the Analysis of Tech Companies in Autonomous Driving</strong>
<ol>
<li>The competitiveness of new Tech companies in Autonomous Driving as Suppliers by Technology, Strategy and Market position</li>
<li>The biggest opportunities for Tech Giants to disrupt current Tier1s in Autonomous Driving</li>
<li>Learn how new Tech Suppliers aim to monetize their expertise in AI and Software</li>
<li>Amazon and Microsoft benefit from the need for Cloud-based development of ADAS</li>
<li>Rising competition for new revenue pools from Robotaxis &amp; Autonomous Deliveries</li>
<li>Chinese Tech-giants bet on the smart car-hailing revolution</li>
<li>Key Collaborations between New AD Tech Suppliers &amp; Carmakers</li>
<li>Key Collaborations between Chinese Suppliers &amp; Carmakers in ADAS</li>
<li>Chinese ADAS Suppliers are fuelling an investment boom in autonomous &amp; shared Mobility</li>
<li>Summary of Core Competence, product portfolio of Tech Companies in Autonomous Driving</li>
</ol>
</li>
<li><strong> Alibaba</strong>
<ol>
<li>Alibaba’s products and client base in ADAS &amp; Autonomous Driving</li>
<li>HD Maps to AutoX, Changan &amp; XPeng</li>
<li>Alibaba Cloud in Ford, Mercedes l4-AVP, saic &amp; Xpeng</li>
<li>Joint-Venture with Zhiji Motor for LV.2 BEV</li>
<li>Investments in Autonomous and Shared Mobility</li>
<li>Assessment of Readiness in Autonomous Driving</li>
</ol>
</li>
<li><strong>Amazon</strong>
<ol>
<li>Portfolio in Mobility: AWS, Autonomous Deliveries</li>
<li>Investments in Mobility</li>
<li>Opportunities for Amazon: In-car e-commerce paired with ride-hailing or auto deliveries</li>
<li> Assessment of Readiness in Autonomous Driving</li>
</ol>
</li>
<li><strong>Apple</strong>
<ol>
<li>Apple’s Ambition in Electric &amp; Autonomous Cars</li>
<li>Apple’s Investments in Mobility</li>
<li>Current offerings &amp; Recent activity</li>
<li>Assessment of Readiness in Autonomous Driving</li>
</ol>
</li>
<li><strong>Baidu</strong>
<ol>
<li>Baidu’s Portfolio of Products and Services in Autonomous Driving</li>
<li>Baidu Apollo</li>
<li>Testing Robotaxis in China and California</li>
<li>Baidu is building Smart City Infrastructure</li>
<li>Collaborations with Chinese carmakers in ADAS</li>
<li>Baidu Apollo and BAIC’s Arcfox to mass produce Lv.4 robotaxis</li>
<li>Chery collaborates with Baidu Apollo in IOV and AD.</li>
<li>With Changan on intelligent interconnection.</li>
<li>Baidu and FAW to build &#8220;internet plus auto&#8221;</li>
<li>With GAC on Autonomous Driving and connectivity</li>
<li>Investments in Autonomous and Shared Mobility</li>
<li>Assessment of Readiness in Autonomous Driving</li>
</ol>
</li>
<li><strong>Huawei</strong>
<ol>
<li>Expertise in ADAS and Portfolio of ADAS Sensors and Features</li>
<li>Collaborations with Chinese carmakers in ADAS</li>
<li>Huawei supplies LIDAR &amp; car network to BAIC for L2+</li>
<li>Huawei supplies L3 to BYD</li>
<li>Changan and Huawei collaborate on Level-4 autopilot, 5G and C-V2X</li>
<li>Chery collaborates with Huawei to develop core ICT technologies</li>
<li>Huawei supplies GAC with 5G, V2X technology and work for L4</li>
<li>Huawei’s partnerships in 5G &amp; Connected Driving</li>
<li>Research in 5G, V2X &amp; other fields with GWM</li>
<li>Assessment of Readiness in Autonomous Driving</li>
</ol>
</li>
<li>Intel
<ol>
<li>Intel’s Mobileye</li>
<li>Mobileye’s ADAS revenues and portfolio</li>
<li>Mobileye’s partnerships in ADAS</li>
<li>Assessment of intel’s Readiness in Autonomous Driving</li>
</ol>
</li>
<li>Microsoft
<ol>
<li>Microsoft’s ambition in Mobility</li>
<li>Current Offerings: Automotive Cloud Microsoft Azure</li>
<li>Partnerships with OEMs</li>
<li>Assessment of Readiness in Autonomous Driving</li>
</ol>
</li>
<li>Samsung Electronics
<ol>
<li>Samsung’s plans in Autonomous Driving</li>
<li>Samsung’s Investments in Mobility</li>
<li>Current Product Portfolio and Recent Activities</li>
<li>Samsung’s Commercial Partnerships with OEMs</li>
<li>Assessment of Readiness in Autonomous Driving</li>
</ol>
</li>
<li>Sony
<ol>
<li>Sony’s Product Portfolio in Autonomous Driving</li>
<li>Assessment of Readiness in Autonomous Driving</li>
</ol>
</li>
<li>Tencent
<ol>
<li>Tencent’s products in Autonomous Driving</li>
<li>Collaborations with Chinese carmakers in ADAS</li>
<li>Tencent and GAC</li>
<li>Tencent and Geely are partners in ICV</li>
<li>Collaborations with German Carmakers</li>
<li>Investments</li>
<li>Assessment of Readiness in Autonomous Driving</li>
</ol>
</li>
</ol>
<p><span id="more-74"></span></p>
<h2>Tech Companies are Building Capabilities to become the New, Core ADAS Suppliers</h2>
<p>Tech Giants are advancing in the Mobility Market by capitalizing on their expertise in AI, Cloud and Software which are critical for Connected &amp; Autonomous Driving and the digitalization transformation of the automotive industry.</p>
<p><strong>Alibaba</strong> &#8211; the Chinese e-commerce giant &#8211; has formed an EV joint venture with SAIC, while Didi Chuxing &#8211; the Chinese ride-hailing provider &#8211; has partnered with automaker BYD in D1 development &#8211; an electric vehicle specifically designed for ride-hailing services. Cooperation between carmakers, high-tech companies and telecommunications service providers has spawned a number of startups, which have already offered experimental services in cities including Beijing, Shanghai, Changsha and Hunan.</p>
<p><strong>Baidu</strong> <a href="https://www.reuters.com/technology/autoshow-baidu-expects-supply-self-driving-system-1-mln-cars-3-5-years-2021-04-19/#:~:text=SHANGHAI%2C%20April%2019%20(Reuters),company%20executive%20said%20on%20Monday.&amp;text=Baidu%20established%20its%20autonomous%20driving%20unit%20Apollo%20in%202017." target="_blank" rel="noopener">expects</a> to supply self-driving system Apollo to 1 million cars in 3-5 years</p>
<p><strong>Huawei</strong> has recently launched new products in Autonomous Driving focusing on ADAS sensors (4D imaging radar), HMI (AR-HUD) during their product launch titled &#8216;<a href="https://www.prnewswire.com/in/news-releases/huawei-launches-a-full-set-of-intelligent-vehicle-components-for-oems-803171500.html" target="_blank" rel="noopener">Focused Innovation for Intelligent Vehicles&#8217;. </a></p>
<p><strong>Samsung Electronics</strong> will work together with Tesla to develop <a href="https://www.kedglobal.com/newsView/ked202109230009" target="_blank" rel="noopener">chips</a> for their next-gen HW 4.0 for autonomous driving.</p>
<h2>The Critical Role of Collaborations Among Chinese OEMs and Suppliers</h2>
<p><strong>Collaborations for the development of embedded in-vehicle smart connected systems and the ADAS software in China</strong></p>
<p>Chinese tech-giants, like Baidu, Huawei, Alibaba and Tencent aim to leverage their experience in software and hardware integration in order to gain a “built-in&#8221; competitive advantage in applying smart technologies in newly launched ICV models.</p>
<p>Besides valuable gains from the vast amounts of generated data, ICVs deployment could be tech-giants&#8217; first step in order to leverage their tech knowledge in the next generation of autonomous vehicles.</p>
<h2>Key Opportunities for Tech Companies in Autonomous Driving</h2>
<p>We identify several opportunities for Tech Companies to enter or disrupt the<a href="https://www.shop.auto2xtech.com/product/top-20-adas-suppliers-in-ad/"> existing supply chain</a>. Tech Companies in Autonomous Driving should focus on these areas:</p>
<ol>
<li>Next-gen Perception Hardware for Autonomous Driving: imaging radars, advanced cameras and lidar for L3-5 Autonomous Driving</li>
<li>Software: chips for Autonomous Driving</li>
<li>AI: From AI for AD to AI for HMI such as in-car AI assistants</li>
<li>Data-based Mobility Business models such as in-car e-commerce</li>
<li>Connectivity: 5G, Connected Infrastructure and Smart Cities</li>
<li>Autonomous Shared Mobility: AMoD / robotaxis, autonomous deliveries</li>
</ol>
<h3>Leveraging a Digital twin for V2C-based ADAS</h3>
<p>Carmakers are already starting to work with cloud computing providers for a variety of application segments—including software development platforms and SaaS. We believe this trend will continue and accelerate in the next decade.</p>
<ul>
<li><strong>Amazon Web </strong><span style="box-sizing: border-box; margin: 0px; padding: 0px;"><strong>Services </strong>holds</span> a strong position in this domain counting BMW, Lyft, TuSimple, HERE, Toyota Research Institute, and nuTonomy among its clients. In <a href="https://www.automotiveworld.com/news-releases/truck-bus-news-releases/torc-robotics-selects-aws-as-preferred-cloud-provider-for-self-driving-truck-fleet/" target="_blank" rel="noopener">Feb’21</a>, Torc Robotics, (part of Daimler Trucks), announced the selection of AWS, Inc. as its preferred cloud provider to handle the scale and speed needed for data transfer, storage, and compute capacity as the company prepares to deploy its fleet of L4 test trucks in New Mexico and Virginia.</li>
<li><strong>Microsoft </strong><span style="box-sizing: border-box; margin: 0px; padding: 0px;"><strong>Azure </strong>is</span> also being used by carmakers such as VW (Feb’21), Ford, and Cruise (Jan’21) among others.</li>
<li>Other notable Tech Companies in Autonomous Driving include <strong>IBM, Google, Alibaba, Tencent, Dell, Harman, and HERE</strong></li>
</ul>
]]></content:encoded>
					
		
		
			</item>
		<item>
		<title>Carmakers’ Strategies in Smart &#038; Shared Mobility</title>
		<link>https://www.shop.auto2xtech.com/product/strategies-in-shared-mobility/</link>
		
		<dc:creator><![CDATA[a2xworkshops1]]></dc:creator>
		<pubDate>Sat, 19 Oct 2024 09:04:56 +0000</pubDate>
				<guid isPermaLink="false">http://www.shop.auto2xtech.com/?post_type=product&#038;p=70</guid>

					<description><![CDATA[<ul>
 	<li><strong>Number of pages</strong>: 85</li>
 	<li><strong>No of words:</strong> 32,500</li>
 	<li><strong>No of Tables &#38; Graphs:</strong> 80 (30+50)</li>
 	<li><strong>Format:</strong> PDF</li>
 	<li>ALL PICTURES SHOWN ARE FOR ILLUSTRATION PURPOSES</li>
 	<li>PRODUCT MAY VARY DUE TO PRODUCT ENHANCEMENT</li>
</ul>]]></description>
										<content:encoded><![CDATA[<h2>Why You Should Read This Report</h2>
<h3><strong>Learn about the leadership status of players in </strong><strong>Connected</strong><strong>, Autonomous &amp; </strong><strong>Shared </strong><strong>Mobility</strong></h3>
<ul>
<li>Learn about the strategies and roadmaps of leading carmakers in ride-hailing, car-sharing, micro-mobility, and EV charging among other business models.</li>
<li>Understand how the dynamics of Mobility-as-a-Service will evolve by 2030 in China, Europe and the USA.</li>
</ul>
<h3>Understand how carmakers are positioned in Smart and Shared Mobility across <strong>10 business models</strong></h3>
<ol>
<li>B2C &amp; P2P car-sharing, free-float and station-based</li>
<li>Taxi / P2P ride-hailing, incl. electrified fleets</li>
<li>Automated Mobility On Demand (AMOD_ / robotaxis</li>
<li>Micro-Mobility (e-bikes, e-scooters, other)</li>
<li>Multi-modal transport (e.g. Moovel)</li>
<li>Connected parking (e.g. Park Now)</li>
<li>Electric vehicle charging, such as VW’s Elli</li>
<li>Online car sales and subscription services</li>
<li>Urban Air Mobility Investments &amp; Strategies</li>
<li>Other Aftersales services (e.g., predictive maintenance, battery swapping, etc.<a name="_Toc74600035"></a><a name="_Toc70725473"></a><a name="_Toc71461382"></a><a name="_Toc71461382"></a></li>
</ol>
<h3>Table of Contents</h3>
<ol>
<li><strong>The State of Competition in Shared Mobility</strong>
<ol>
<li>Competitive Landscape &amp; Carmaker Offerings in Shared &amp; Smart Mobility Services</li>
<li>Carmaker Revenues from Financial Services &amp; Mobility segments</li>
<li>$11+ billion of Investments by Carmakers in Mobility Startup</li>
<li>Key Partnerships in Mobility in 2020-21: the Evolving Landscape</li>
<li>New battlefronts in Shared Mobility</li>
<li>Market growth in emerging markets</li>
<li>The crucial role of China</li>
<li>New Mobility, incl. Shared services, presents an additional $1.5 trillion opportunity</li>
<li>Five New Revenue Pools for Automated Mobility</li>
</ol>
</li>
<li><strong>Drivers &amp; Trends Shaping the Future of Shared &amp; Smart Mobility Services</strong>
<ol>
<li>Segmentation and Definitions of Shared &amp; Smart Mobility Services</li>
<li>Consumer demands are shifting driven by Digitalization, urbanization &amp; sustainability</li>
<li>Carmakers rethink their Online Car Sales Strategies &amp; Digital Sales Channels</li>
<li>Enabling Technology for Smart Mobility</li>
<li>Digitalization: Connectivity, Big data, Cloud</li>
<li>The role of blockchain for Security &amp; Privacy in Mobility Services</li>
<li>Autonomous Driving, Software &amp; AI</li>
</ol>
</li>
<li><strong>Carmakers’ Strategies in Shared &amp; Smart Mobility</strong>
<ol>
<li>Audi
<ol>
<li>Audi’s Car Sales &amp; Revenues</li>
<li>Audi’s Vision in Mobility, incl. Autonomous, Electric and Shared Mobility</li>
<li>Investments related to Smart Mobility &amp; key partnerships</li>
<li>Assessment of Mobility Service Portfolio</li>
</ol>
</li>
<li>BMW Group</li>
<li>Mercedes-Benz</li>
<li>Ford</li>
<li>General Motors</li>
<li>Honda</li>
<li>Hyundai-KIA</li>
<li>Jaguar Land Rover</li>
<li>Porsche</li>
<li>Renault-Nissan-Mitsubishi Alliance</li>
<li>Stellantis: ex-FCA &amp; PSA Group</li>
<li>Tesla Motors</li>
<li>Toyota Motors: Lexus and Toyota</li>
<li>Investments related to Smart Mobility &amp; key partnerships</li>
<li>Toyota’s Mobility Service Portfolio</li>
<li>Volvo</li>
<li>Volkswagen</li>
</ol>
</li>
<li><strong>Connected, Autonomous, Shared &amp; Electrified Mobility in China, Germany, California &amp; India</strong>
<ol>
<li>Summary of Maturity of MaaS across major geographies</li>
<li>Smart Mobility in China
<ol>
<li>Urbanization &amp; environmental policy shape new Mobility Needs in China</li>
<li>MaaS Regulation in China: NEVs &amp; ICVs at the centre of Gov.’s policy</li>
<li>DiDi “monopolizes” the booming Ride-hailing industry</li>
<li>Deployment of Lv.4 Autonomous Robotaxi accelerating in China</li>
<li>Low adoption of Car-sharing in China</li>
<li>The limited EV charging network hinders MaaS adoption</li>
<li>Bike-Sharing popularity have slowed down recently</li>
</ol>
</li>
<li>The Status &amp; Outlook of Smart Mobility in Germany
<ol>
<li>Germany’s car-sharing market rebounded in 2021 driven by free-floating</li>
<li>Micro-mobility: Bike Sharing</li>
<li>Scooter sharing is dominated by six major players</li>
<li>Germany’s EV Charging network doubled in 2020</li>
<li>Urban Air Mobility coming to German cities</li>
</ol>
</li>
<li>The Status &amp; Outlook of Smart Mobility in California, USA
<ol>
<li>Mobility Challenges in California</li>
<li>Ride-Sharing market in California: Uber &amp; Lyft</li>
<li>Car-sharing/P2P car sharing projects</li>
<li>Car subscription models in California</li>
<li>Micro-mobility</li>
<li>Automated Driving &amp; Autonomous Deliveries</li>
<li>EV charging infrastructure and business models in the USA</li>
<li>Three Key players in Smart Parking in California</li>
</ol>
</li>
<li>Car sharing in North America vs. Europe</li>
<li>Shared Mobility in India</li>
</ol>
</li>
</ol>
<p><span id="more-70"></span></p>
<h2><a name="_Toc71461382"></a>Carmakers Accelerate their Online Car Sales Strategies &amp; Digital Sales Channels</h2>
<p>Online car purchases fuelled by e-commerce rise, enabling tech for a better shopping experience.</p>
<p>The COVID-19 pandemic acted as a catalyst for more consumers to turn to online purchases including vehicle sales.</p>
<p>According to McKinsey’s recent <a href="https://www.mckinsey.com/business-functions/marketing-and-sales/our-insights/how-consumers-behavior-in-car-buying-and-mobility-changes-amid-covid-19" target="_blank" rel="noopener">survey</a>, consumers are now more interested in contactless shopping services and among them, more than two-thirds of the younger consumers prefer online car shopping instead of visiting dealerships.</p>
<h2><strong>Understanding the challenges and the purchasing criteria of today’s connected customer</strong></h2>
<p>Online share of total retail sales historically rises as an increasing proportion of consumers tends to search, compare and eventually shop online.</p>
<p>The challenges and the purchasing criteria of today’s connected customers evolve continuously and differ from previous times. Product specification, device interoperability.</p>
<p>Connectivity, Content/service availability affect personalised shopping experiences.</p>
<p>In this direction, major carmakers have recently started collaborating with digital retail providers in order to digitalise their sales platform (and/or their dealerships platforms) and enhance consumers’ accessibility to online vehicle sales.</p>
<p>A recent example is Tekion&#8217;s EV-focused retail software for General Motors’ dealers. Tekion will provide GM dealers with its retail management software that will make it easier to purchase Chevy, Cadillac, Buick or GMC EVs.</p>
<h2><strong>Players are joining forces in mobility to avoid disruption from new entrants</strong></h2>
<p>Car sharing and ride sharing are two of the forms of transportation that have attracted a lot of interest and investment since the remaining types are highly fragmented.</p>
<p>Leading <a href="https://auto2xtech.com/product/carmaker-roadmaps-automated-driving-in-2025/">carmakers</a> are racing to position themselves to take advantage of new opportunities and compete with new entrants.</p>
<p>Daimler’s with Car2Go leads B2C Car sharing and in 2019 announced a deeper strategy shift to focus on mobility with its <a href="https://www.ft.com/content/f3e6df4a-90da-11e8-b639-7680cedcc421" target="_blank" rel="noopener">restructuring</a>. Also, it has announced an <a href="https://www.ft.com/content/f3e6df4a-90da-11e8-b639-7680cedcc421" target="_blank" rel="noopener">alliance</a> with BMW Group to merge their business units and offer customers a single source of urban mobility. Each company will hold 50% of the new joint venture.</p>
]]></content:encoded>
					
		
		
			</item>
		<item>
		<title>Top-10 Chinese Carmakers in ADAS &#038; Autonomous Driving</title>
		<link>https://www.shop.auto2xtech.com/product/top-10-chinese-carmakers-in-adas-autonomous-driving/</link>
		
		<dc:creator><![CDATA[a2xworkshops1]]></dc:creator>
		<pubDate>Sat, 19 Oct 2024 09:04:56 +0000</pubDate>
				<guid isPermaLink="false">http://www.shop.auto2xtech.com/?post_type=product&#038;p=71</guid>

					<description><![CDATA[<ul>
 	<li><strong>Number of pages</strong>: 78</li>
 	<li><strong>Number of tables and graphs:</strong> 72</li>
 	<li><strong>Format:</strong> PDF</li>
 	<li>ALL PICTURES SHOWN ARE FOR ILLUSTRATION PURPOSES</li>
 	<li>PRODUCT MAY VARY DUE TO PRODUCT ENHANCEMENT</li>
</ul>]]></description>
										<content:encoded><![CDATA[<h2>Top-10 Chinese Carmakers in ADAS &amp; Autonomous Driving</h2>
<p>This report analyzes the ADAS fitment in 313 models from the Top-10 Chinese Carmakers to provide roadmaps in ADAS Level 2-4, their sensor technology for autonomous driving and their shares in the deployment of ADAS in China.</p>
<ol>
<li><strong>BAIC </strong>(Beijing Auto, Arcfox, Beijing Benz, Fujian Benz, Beijing Hyundai);</li>
<li><strong>BYD,</strong></li>
<li><strong>Changan </strong>(Changan Chongqing, Changan Ford, Changan Mazda);</li>
<li><strong>Chery </strong>(Chery, Jetour, the Cowin, Exeed and JVs with Jaguar Land Rover);</li>
<li><strong>Dongfeng</strong> <strong>Motors</strong> (Dongfeng Passenger Vehicle Company, Dongfeng Liuzhou Motor Company, Dongfeng Venucia, Voyah and the joint ventures Dongfeng Nissan, Dongfeng Infiniti, Dongfeng Honda and Dongfeng PSA);</li>
<li><strong>FAW </strong>(Bestune, Hongqi, Jiefang Trucks, and JVs: FAW-Volkswagen, FAW Toyota, FAW Mazda);</li>
<li><strong>GAC </strong>(GAC and Aion brands);</li>
<li><strong>Geely </strong>(Geely, Geometry and Lynk &amp; Co);</li>
<li><strong>Great Wall Motors </strong>(Haval, WEY, Great Wall Pick-up, ORA)</li>
<li><strong>SAIC </strong>(Roewe, MG, R-series, Maxus, Yuejin, Wuling, Wagon, Yongyan, Sunwin)</li>
</ol>
<h3>Why You Should Read This Report</h3>
<p>Read our report to understand the autonomous driving roadmaps of Chinese Carmakers.</p>
<ul>
<li>How leading Chinese carmakers, Tier-1s and new entrants, including tech giants Baidu, Huawei etc., plan to overcome the challenges and <strong>commercialize autonomous driving</strong></li>
<li>What is the availability of key ADAS features, such as
<ul>
<li>Level 0 TSR, LDW, FCW</li>
<li>Level 1 AEB, ACC, and LKA</li>
<li>Level 2/Level 2+ Traffic Jam Assist, Navigate on Autopilot, Highway Assist, Self-Park, Automated Remote Parking</li>
<li>Level 3-4 in China’s leading domestic carmakers</li>
</ul>
</li>
<li>The strategies and collaborations with <a href="https://www.shop.auto2xtech.com/product/tech-companies-in-autonomous-driving/">Chinese Tech giants,</a> such as Alibaba, Baidu, Huawei, and Tencent.</li>
</ul>
<h3><strong>Table of Contents</strong></h3>
<ol>
<li><strong>Executive Summary </strong>
<ol>
<li>Chinese carmakers lead Lv.3-Parking &amp; catch up with European, Japanese &amp; US rivals</li>
<li>What this report delivers</li>
<li>Methodology: 10 leading Auto Groups &amp; 313 models examined</li>
</ol>
</li>
<li><strong>State of the Art: SAE Level 0-3 in China by Top-10 Chinese OEMs</strong>
<ol>
<li>Roadmaps of Chinese Carmakers to Lv.4 Autonomous Driving</li>
<li>SAE Level 3-Driving in China: New car launches, features and penetration</li>
<li>Combined Lv.0-3 Models &amp; Sales by Top-10 Chinese Carmakers</li>
<li>Lv.3-Driving &amp; Parking availability in Top-10 Chinese OEMs’ models</li>
<li>SAE Level 2-D status in China: Penetration &amp; Technology offerings</li>
<li>Level 2-Driving feature description, model fitment and sales</li>
<li>Level 2-Driving Car Sales in China by Chinese Carmaker</li>
<li>Ranking by Lv.2 Sales in Driving &amp; Parking by Chinese Carmakers</li>
<li>Lv.2-D &amp; Lv.2-P availability in China by Top-10 Chinese OEMs</li>
<li>SAE Lv.2 penetration (%) in Top 10 Chinese Carmakers’ brands</li>
<li>Top-10 Chinese Carmakers Lv. (0 to 3) Breakdown by Model and Sales</li>
<li>ADAS Lv.0-Lv.3 Availability in BAIC, BYD, in China</li>
</ol>
</li>
<li>T<strong>op-10 Chinese Carmakers in Autonomous Driving </strong>
<ol>
<li>BAIC Motors
<ol>
<li>BAIC’s position in China’s Passenger Car market</li>
<li>The availability of ADAS Level 0-2 in BAIC’s model Line-up</li>
<li>BAIC’s Strategy and Roadmap to Level-4 Autonomous Driving</li>
<li>BAIC’s Top Investments in Autonomous Driving Technology</li>
</ol>
</li>
<li>BYD
<ol>
<li>BYD’s Car Sales</li>
<li>Vision &amp; Strategy in ADAS &amp; Autonomous Driving</li>
<li>Key Partnerships and Investments</li>
<li>The availability of Level 0-3 in BYD’s model Line-up in China</li>
</ol>
</li>
<li>CHANGAN
<ol>
<li>Changan’s Car sales including Joint-Ventures</li>
<li>Changan’s Vision &amp; Roadmaps to Level 4-Autonomous Driving</li>
<li>ADAS Portfolio &amp; Technology Capabilities</li>
<li>Strategy execution and key partnerships</li>
</ol>
</li>
<li>Chery
<ol>
<li>Chery’s position in the Chinese market</li>
<li>Chery’s Strategy in ADAS &amp; Autonomous Driving</li>
<li>ADAS Portfolio, Feature Penetration &amp; Technology Capabilities</li>
</ol>
</li>
<li>Dongfeng Motors
<ol>
<li>Dongfeng’s position in the Chinese market</li>
<li>ADAS Portfolio, Feature Penetration &amp; Technology Capabilities</li>
</ol>
</li>
<li>FAW
<ol>
<li>FAW’s ADAS Portfolio, Feature Penetration &amp; Technology Capabilities</li>
<li>FAW strategies to reach Lv.4 Autonomous Driving</li>
</ol>
</li>
<li>GUANGZHOU AUTOMOBILE GROUP (GAC)
<ol>
<li>GAC’s Strategy in ADAS &amp; Autonomous Driving</li>
<li>ADAS Portfolio and Feature Penetration in GAC’s line-up</li>
</ol>
</li>
<li>Geely
<ol>
<li>Geely’s Position in the Automotive Market</li>
<li>Geely’s Vision &amp; Roadmaps to Level 4-Autonomous Driving</li>
<li>Strategy execution including key partnerships</li>
<li>The availability of Level 0-2 in Geely’s model Line-up in 2021 in China</li>
<li>Geely’s market leadership in Lv.2 car sales volume in China</li>
</ol>
</li>
<li>Great Wall Motors (GWM)
<ol>
<li>GWM Group Structure, Brands and Positioning</li>
<li>GWM’s Strategy in ADAS &amp; Autonomous Driving</li>
<li>The availability of Level 0-2 in GWM’s model Line-up</li>
</ol>
</li>
<li>SAIC
<ol>
<li>SAIC’s Strategy in ADAS &amp; Autonomous Driving</li>
<li>The availability of Level 0-2 in SAIC’s model Line-up</li>
</ol>
</li>
</ol>
</li>
<li><strong> The Evolution of Autonomous Driving in China </strong>
<ol>
<li>China Automated Driving Forecast: Level 2-Driving to Level 4-Driving features</li>
<li>China’s Regulation &amp; Policy for Intelligent &amp; Connected Vehicles (ICVs)</li>
<li>China’s AD regulatory framework is still under development</li>
<li>Concerns over the regulatory action needed in China.</li>
<li>Investment boom</li>
<li>Player collaboration. <a name="_Toc72245546"></a></li>
</ol>
</li>
</ol>
<p><span id="more-71"></span></p>
<h2>Chinese carmakers narrow the technological gap between Level-2 and Level-4 Autonomous Driving</h2>
<blockquote><p><em><strong>8 models in China offered L3-Parking features in 2020 from 4 carmakers (</strong><strong>BYD, Changan, Great Wall, and SAIC) </strong><strong>but only 1 with Lv.3-Driving from Changan (UNI-T)</strong></em></p></blockquote>
<p>Chinese carmakers leverage their strategic partnerships with foreign OEMs and domestic tech pioneers to mass-deploy autonomous parking capabilities that rival Audi, BMW, Mercedes-Benz and Tesla.</p>
<p>BYD, Geely and Changan provide point-to-point memory parking by integrating visual SLAM and ultrasonic radars to memorize and learn commonly used parking spaces and driving routes.</p>
<ul>
<li>ORA’s full-scene Automatic Parking system,</li>
<li>BYD’s Vision Fusion Automatic Parking,</li>
<li>Geely’s FOTA and 5G Autonomous Valet Parking,</li>
<li>Changan’s APA 5.0 Remote Control Valet Parking;</li>
<li>Changan’s UNI series is equipped with an Lv.3 Traffic Jam Pilot.</li>
<li>Geely’s Xingyue is equipped with G-Pilot 4 offering L2+ autonomous driving functions and high-speed AEB-CUI.</li>
<li>GAC’s Aion series is equipped with ADiGO 3.0 driving assistant package that provides hands-free driving experience under specific scenarios.</li>
</ul>
<h2><strong>Partially-Automated Model offerings Expand to the Premium Smart EV Segment</strong></h2>
<p>An increasing number of Chinese carmakers collaborate with domestic tech giants to develop intelligent pure-electric platforms;</p>
<ul>
<li>BAIC with its premium smart-EV brand <a href="http://en.arcfox.cn/car_gt" target="_blank" rel="noopener">Arcfox</a>,</li>
<li>Dongfeng with <a href="https://voyah.com.cn/free.html" target="_blank" rel="noopener">Voyah</a>,</li>
<li>GWM with ORA and SAIC with IM; among others.</li>
</ul>
<p>The newly established premium EV brands aim to combine high electric range, robust infotainment in-vehicle systems and autonomous driving capabilities beyond Lv.2.</p>
<p>Driven by its ambition to transform from a production-based to an innovative economy, China has flourishing expectations about its NEVs sector and a vast amount of private-venture capital to invest.</p>
<p>At the same time, China realizes that it will not catch up with Western manufacturers in technology required for higher levels of autonomy without building infrastructure for vital aspects of mapping or embedded software development.</p>
<p>This forces China to adopt a mixed model of AD development that combines conditional autonomous driving technologies (i.e. Lv.2.5) and robust in-vehicle connected infotainment products; with higher levels of autonomy (i.e. Lv.4) concentrating only on smart mobility segments; e.g. robotaxis, ride-hailing services, public transportation sector etc.</p>
<blockquote><p><em><strong>&#8220;According to the IoV Industrial Development Action Plan issued by the public authorities in late 2018, L2 driving assistant systems and in-vehicle connected information service terminals should be <a href="http://autonews.gasgoo.com/70015529.html" target="_blank" rel="noopener">installed</a> into more than 30% and 60% of new cars respectively, by 2020. In recent years Chinese automakers have accelerated the development of in-vehicle connectivity and L2 autonomous driving systems&#8221;</strong></em></p></blockquote>
<h2><strong>The Opportunity in Embedded in-vehicle Smart Connected Systems and ADAS Software</strong></h2>
<p>Chinese tech giants, like Baidu, Huawei, Alibaba and Tencent aim to leverage their experience in software and hardware integration to gain a “built-in&#8221; competitive advantage in applying smart technologies in newly launched ICV models.</p>
<p>Besides valuable gains from the vast amounts of generated data, ICV deployment could be a tech giant&#8217;s first step in leveraging its smart-tech knowledge in the next generation of autonomous vehicles.</p>
<p>Indeed, there is already strong collaboration between Chinese carmakers and tech companies.</p>
<ul>
<li>Alibaba’s high-precision maps embedded in AutoX and XPeng smart-driving pilots,</li>
<li>Baidu&#8217;s Xiaodu in-car OS embedded in Chery’s premium SUV brand Exeed,</li>
<li>GAC’s ADiGO driving assistant package enhanced with Baidu’s cloud computing and intelligent digital marketing solutions,</li>
<li>Huawei Lidar technology integrated into newly BAIC’s Arcfox S,</li>
<li>Huawei’s new-generation Balong 5000 5G chipset enables GAC’s new energy vehicles 5G and V2X communication modules;</li>
<li>Tencent SoC that has been successfully integrated into several Geely models;</li>
</ul>
<h2><strong>China Accelerates Efforts to Establish a Regulatory Framework for ICV deployment</strong></h2>
<p>China promotes an ecosystem-centric coordination approach among all regulatory departments, particularly across different spheres of responsibilities, regions and levels of administration; to forestall the legal and liability issues related to ICVs usage and gradually enable their mass deployment.</p>
<p>In February 2020, China’s National Development and Reform Commission, the Ministry of Industry and Information Technology and nine other ministries jointly issued the <strong>Innovative Development Strategy of Intelligent Vehicles</strong>, an ecosystem-centric regulatory approach that aims to establish a sustainable and comprehensive framework for AV development over the next three decades.</p>
<p>The policy document <a href="http://www.china.org.cn/business/2020-03/02/content_75763236.htm" target="_blank" rel="noopener">proposes</a> that by 2025:</p>
<ul>
<li>the regulation standards underpinning smart vehicle technology innovation, cybersecurity and the AV industry ecosystem will be formed;</li>
<li>the capacity of the country’s digital infrastructure, regarding the wireless networks for the full deployment of LTE-V2X and 5G-V2X technologies, will be enhanced;</li>
<li>and the large-scale production of vehicles capable of conditional autonomous driving (i.e. L3) and the commercialization of highly autonomous vehicles (i.e. L.4) in certain circumstances, will be realized.</li>
</ul>
<p>China’s public authorities issued the <strong>Standards for Road Testing and Demonstration Application of Intelligent Connected Vehicles,</strong> a draft regulatory framework that would <a href="https://www.scmp.com/tech/policy/article/3117735/china-allow-driverless-car-tests-highways-putting-it-same-lane-us" target="_blank" rel="noopener">allow</a> for “road testing and example application of smart connected vehicles&#8221; with China’s public highways permitted as a test site.</p>
<p>The draft also aims to support cargo and passenger transportation via autonomous driving vehicles and promote car-sharing and smart-parking business models.</p>
]]></content:encoded>
					
		
		
			</item>
	</channel>
</rss>
