Category

Automotive

Count von Count

How Many Autonomous Cars Will be on the Road in 2025?

By | Autonomous Cars, Connected Cars, Electric Vehicles | No Comments

Like Sesame Street’s Count von Count, industry analysts have a compulsive love of counting things.

One favorite item to count has been Internet of Things devices or “things.” This metric has proven elusive, and, as I opined numerous times before, mostly irrelevant, because the mere number of IoT devices deployed globally does not signify the business value they provide. In other words, more devices do not mean greater business value.

Conversely, connected and automated cars (CAVs) is a good example of more-is-better. More connected, safer, and, eventually, autonomous cars will improve the efficiency of urban transportation systems and reduce private vehicle ownership, thereby preventing crashes, easing traffic congestion and reducing carbon footprint.

Read More
Elegant Gathering in the Apricot Garden (Xie Huan Ca. 1437)

Made in China 2025 and Intellectual Property Protection

By | Electric Vehicles, Mergers & Acquisitions, Supply Chain | No Comments

China IP Protection Practices Snapshot and Predictions

Product companies and research organizations have long complained about theft of intellectual property (IP) and lax enforcement of intellectual property rights in China. Forced technology transfers have been another major grievance of foreign companies setting up local operations in China.

Despite the potential risks of IP leaks and bureaucratic limitations, the lure of the enormous Chinese consumers market is impossible to resist and for some companies it may very well represent an essential component of their long-term growth strategy.

Read More
The Tortoise and the Hare (J.J. Grandville, 1855)

The Race to Automate Driving: Is Japan’s Silent Strategy the Tortoise to America’s Hare?

By | Automotive, Autonomous Cars | No Comments

In a recent tweet, Lex Fridman, a research scientist working on human-centered artificial intelligence at MIT, said: “all of us working in autonomous vehicle research want nothing more than to save lives.”

While AI scientists and engineers share this noble goal, they often differ dramatically in the path they take to reaching it. 

Companies such as Uber’s Advanced Technology Group, Tesla and General Motors’s Cruise take an approach many will consider maverick, perhaps even cavalier: they deploy vehicles equipped with newly-developed autonomous operation capabilities on public roads and test them under real-world conditions, driving millions of actual miles and many more virtual miles using advanced simulation software. Design engineers monitor the performance of the robotic software and update the algorithms inside the vehicle, sometimes remotely and in near real time.

Read More
Airplane Over Train (Natalia Goncharova, 1913)

The Automotive Industry: On the Road to Autonomy — Automotive Industry Snapshot and Predictions

By | Automotive, Autonomous Cars, Connected Cars, Electric Vehicles, Strategy, Uncategorized | No Comments

Value Chain Disintermediation: Electronics and Software are the New Automotive Supply Chain Kings

The auto industry’s century-old drive to gain efficiencies, accelerate production output, reduce waste and recoup working capital through lean techniques has also led to a strong cultural bias towards inside innovation and complex love-hate relationships with a network of select suppliers of mostly mechanical and electrical subsystems.

But today, electronics and software are the key to brand differentiation, customer affinity and market competitiveness. Electronics manufacturers are quickly becoming the new kings of the automotive value chain as the center of gravity is shifting from complex mechanical systems and passive safety features to sophisticated electronics and software. New entrants and outside innovators are redefining the traditional roles in a value chain structure that has changed very little in decades and are changing the familiar landscape.

Read More
Tel Aviv Highway

Israel’s Auto-Tech Boom

By | Automotive, Autonomous Cars, Connected Cars | No Comments

You are undoubtedly aware of Israel’s auto-tech boom. Seemingly overnight, Israel has become an automotive technology powerhouse, developing technologies for self-driving cars and forming ties with the world’s industry leaders.

While the headline-grabbing acquisitions of Waze by Google in 2013 and MobilEye by Intel a little over a year ago are well known, scores of Israeli automotive technology companies are experiencing fast growth and are attracting global automakers that are setting up research centers in Israel, scouting for local talent, and investing in and acquiring promising technology companies. Read More