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Autonomous Vehicles - Thematic Research

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Details

Autonomous Vehicles - Thematic Research

 

Summary

 

The global automobile industry - worth USD 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 -

- GlobalData 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, GlobalData's thematic methodology identifies which companies are best placed to succeed in a future filled with multiple disruptive threats. To do this, GlobalData 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 GlobalData's "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.

READ MORE

Table Of Content

Scope

Table of Contents

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

Licence Rights

Single User License:
Report can be used by individual purchaser only

Site License:
Report can be shared by unlimited users within one corporate location, e.g. a regional office

Corporate User License: 
Report can be shared globally by unlimited users within the purchasing corporation e.g. all employees of a single company

Section Purchase

To know more information on Purchase by Section, please send a mail to support@kenresearch.com

Autonomous Vehicles - Thematic Research

 

Summary

 

The global automobile industry - worth USD 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 -

- GlobalData 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, GlobalData's thematic methodology identifies which companies are best placed to succeed in a future filled with multiple disruptive threats. To do this, GlobalData 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 GlobalData's "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.

READ MORE

Scope

Table of Contents

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

Single User License:
Report can be used by individual purchaser only

Site License:
Report can be shared by unlimited users within one corporate location, e.g. a regional office

Corporate User License: 
Report can be shared globally by unlimited users within the purchasing corporation e.g. all employees of a single company

To know more information on Purchase by Section, please send a mail to support@kenresearch.com