Post on 14-Mar-2018
Self Driving Car
Self Driving Cars
Auto BreakingLane GuidanceAuto ParkingCruise Control
Fully Autonomous self driving
cars
90% death reduction
Value Proposition
Decrease Commute Times
Major Emission Reduction
Sources: The Economist, TechCrunch, Forbes
$124,000,000,000Wasted from sitting in traffic
15,000Kilotons of CO2 Fumes
4,094,470 Preventable injuries and deaths
Sources: The Economist, TechCrunch, Forbes
Advanced Sensors & Reaction Time
Increase in usable land◇ Decrease in cost of land ◇ Increase living options
Market Segmentation
Shared◇ Fleets◇ Taxi Services◇ Public transportation
Individuals◇ Early Adopters◇ Elderly/Handicapped◇ Parents
Source:Grand View Research
RegulatoryEthical Issues International
Regulatory Country-wide State-wide
Source: National Highway Traffic Safety Administration, United States Department of Transportation
Regulatory Future
Optional Self-Driving
Cars
Mandatory Self-Driving
Cars
Competitive Analysis
Audi - Jack
◇ 2021◇ Human is present
◇ 2021◇ Human is present
◇ 2021◇ No human◇ Ride-sharing market
BMW - iNext Ford
Lyft & GM◇ Taxi service
Strength: partnership
Volvo & MicrosoftStrength: partnership
Competitive Analysis
Tesla - The Tesla Network
◇ Absence of Lidar◇ Ride-share market
Strength: Identifying lanesWeakness: city-driving
◇ Waiting on regulatory factors
Google - Waymo
◇ 2020◇ No steering wheel, pedals or human◇ Over 2 million miles of test-driving
Strength: navigation abilitiesStrength: handling weather-related obstaclesWeakness: city-driving
Uber
◇ Driver in car ◇ Pilot programs in effect
Weakness: city-drivingWeakness: bridgesStrength: Command over ride-hailing market
Important forms of IP
Patent TradeSecrets
Litigation
Waymo vs Uber
# of lawsuits
Source: IP Watchdog
IP Comparison
Value Inflection Points
Technology Practical Implementation
Full Driver RelianceLevel 0
Level 1
Level 2
Level 3
Level 4Full Car Reliance
❏ Regulation
❏ Individual car functionality
❏ A functional system of self-driving cars
Go-To-Market StrategyPublic Transport
Shared Use
Private Use
Pros
Cons
Funding/Partners
- Public access - Subsidized
- Tech readiness - Longest time to
market
Government / public funds, cities
Grant/VC/Privaterideshare companies
Grant/VC/Privatecar manufacturers
- Larger market- Declining car
ownership
- Upfront costs- Revenue over
time
- Upfront profit
- Smaller Initial Market
55% Of respondents in a survey done by BCG said they would consider
buying an autonomous vehicle
Demonstrates a significant potential market for AV in shared/private sector
44%Of the 55% said they would consider buying a fully autonomous vehicle
MARKET ATTRACTIVENESS
Source:BCG
AV revolution opens doors for new entrants◇ Sensor and processor suppliers◇ Tech companies◇ Connectivity and cloud based data services◇ New collaborations ◇ Personal vehicle ownership less necessary
Entrance and Expansion
Premium US market
Volume US market Global
Market
Source: BCG, Ford
25%The projected percentage of partially and fully autonomous vehicle
sales of all new vehicles sales
$10,000More for AV model than the same model without autonomous
features--but this will decrease
2025Year for this projection
US MARKET
Source: BCG
Global Market
Sources:BCG
◇ Market Size = $77 Billion◇ Fastest Adopters = Western Europe and Japan
Conclusion
Work for the GoliathsComplementary Services Startups