Autonomous Vehicles - Thematic Research

Autonomous Vehicles - Thematic Research

Summary

The global automobile industry - worth $3.5 trillion in annual revenues - faces four concurrent disruptive threats: the connected car, the electric vehicle, autonomous driving technology and the concept of transport-as-a-service.

Each threat is potentially existential to the legacy carmakers who operate in a low growth, low margin sector that rattles with over capacity, and which is seeing its supply lines reset by cumulative advances in enabling technologies typically deployed by the Tier 1 automobile sub-system suppliers.

This report focuses on autonomous driving technology.

Scope

This report is part of our ecosystem of thematic investment research reports, supported by our “thematic engine”. About our Thematic Research Ecosystem -
- It has developed a unique thematic methodology for valuing technology, media and telecom companies based on their relative strength in the big investment themes that are impacting their industry. Whilst most investment research is underpinned by backwards looking company valuation models, its thematic methodology identifies which companies are best placed to succeed in a future filled with multiple disruptive threats. To do this, It tracks the performance of the top 600 technology, media and telecom stocks against the 50 most important themes driving their earnings, generating 30,000 thematic scores. The algorithms in its “thematic engine” help to clearly identify the winners and losers within the TMT sector. Our 600 TMT stocks are categorised into 18 sectors. Each sector scorecard has a thematic screen, a risk screen and a valuation screen. Our thematic research ecosystem has a three-tiered reporting structure: single theme, multi-theme and sector scorecard. This report is a Multi-Theme report, covering all stocks, all sectors and all themes, giving readers a strong sense of how everything fits together and how conflicting themes might interact with one another.

Reasons to buy

- Our thematic investment research product, supported by our thematic engine, is aimed at senior (C-Suite) executives in the corporate world as well as institutional investors.
- Corporations: Helps CEOs in all industries understand the disruptive threats to their competitive landscape
- Investors: Helps fund managers focus their time on the most interesting investment opportunities in global TMT.
- Our unique differentiator, compared to all our rival thematic research houses, is that our thematic engine has a proven track record of predicting winners and losers.


PLAYERS 3
TECHNOLOGY BRIEFING 4
TRENDS 5
Technology trends 5
Macroeconomic themes 9
Regulatory themes 11
VALUE CHAIN 12
Semiconductors 13
Specialist components 15
Autonomous driving systems 16
Transport networks 19
INDUSTRY ANALYSIS 21
Industry drivers 21
Technology challenges 23
M&A activity 24
Timeline 25
COMPANIES SECTION 27
Public companies 27
Private companies 31
AUTOMOTIVE SECTOR SCORECARD 33
Who’s who in the automotive sector 33
Thematic screen 34
Valuation screen 35
Risk Screen 36
APPENDIX: OUR THEMATIC RESEARCH METHODOLOGY 37


Autonomous Vehicles - Thematic Research

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