The Evolution of the Self-Driving Car Market Landscape

Over the last year, the world of autonomous vehicles has seen amazing developments on the technology and the business side. In early 2017 we analyzed the Self-Driving Car Market Landscape. Time for a revision.

Investment

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Ownership

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Insights

  • More players are on the market

  • SDV's come to the customer - in areas that are geofenced and very structured

  • There is a trend towards partnering: This year xx% more connections than a year ago.

  • Suppliers have the most connections. Nvidia is the top winner here. Their computing technology seems to address very well what SDV companies look for.

  • And even car companies become exchangeable suppliers now! Google/Waymo -> FiatChrysler, exchangeable with Jaguar. Uber -> Volvo, who is next?

  • The Google/Waymo and the Nvidia examples show that the power monopole that classical OEM's used to have dissolves. Tech companies with compelling technologies define the network around them - not vice versa.

  • There are loosers: Faraday Future seems to disappear, given the track record of failed milestones (stopped factory construction, failed to showcase vehicle intelligence at CES)

  • The performance of the players is somewhat hard to assess. Currently, there are some first KPI's in place that each company discloses (California disengagement reports). However, this does not show the full picture: No world-wide KPI's, no strict standards on how to report on the current KPI's, no business/revenue numbers yet.

TODO:

  • Investigate M&A transaction volumes over time

The Self-driving Landscape Overview

(click on relationships and get more information, double-click on nodes and investigate single companies)

Implications

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.

  • Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.

  • Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.