Articles

Can BYD Support the Growth of Its multi-billion Market Value?

BYD scores 50.22% year-on-year jump in revenues in H1 2021 but profits are in continuous decline. BYD still maintains considerable NEV sales Semiconductor business spin-off suspended; current valuation and future profitability in question Is BYD’s intelligence lagging? BYD Company Limited is principally engaged in the automobile business, which includes new…

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Analyzing Trends and Investment Hotspots In China’s Emerging Mobility Ecosystem

In the first seven months of 2021, investment hotspots in China’s automotive market are mainly concentrated around ACES (Autonomous, Connected, Electrified and Shared). Chinese tech- companies have been increasingly developing their own core technologies, e.g. semiconductors, and tapping domestic capital markets to reduce dependence on foreign suppliers. NEV start-ups receive…

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Tesla Outplay Rivals in Charging Its Electric Fleet, Deal With It!

Tesla’s Network Of Chargers Vs. rivals Charging infrastructure deployment in the US is lagging vehicle sales Among the US Top CPOs, Tesla Supercharger has the largest share of DC-fast electric vehicle supply equipment (EVSE) Tesla has built more than 6,700 SuperChargers in China Monetize gains from an open and reliable…

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Public Charging Infrastructure in Europe: gearing up for a new phase?

In 2020, the Electrically-Chargeable Vehicle segment (i.e. BEVs, PHEVs and FCVs) significantly increased its market share against the backdrop of an overall decline in new passenger vehicle registrations, due to the COVID-19 outbreak. EVs accounted for approximately 10.5% of new vehicle registrations in 2020, according to the European Automobile Manufacturers…

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“Software On Wheels” To Reshape The Automotive Industry’s Future: It’s Now Or Never

Electrification, automated driving, shared mobility and connectivity push for a more dedicated software development, while a large part of hardware-oriented systems becomes more standardized and commoditized. The growing number of ECUs with sophisticated software leads to significant cost increases, higher in-vehicle software complexity and constraints in the optimization of vehicular…

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How to Solve China’s electric car charging infrastructure bottleneck

The current number of electric car charging piles is relatively low compared to the government’s initial goal of 4 million stations in 2020 In the coming years, charging network availability may be of greater importance than the actual EV price Heavy investment by public companies, energy providers and automakers aims…

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Barriers in EV Charging Infrastructure to Turn California Green

The Golden State faces barriers in electric vehicle charging infrastructure which might delay its goal of 1.5 million zero-emission vehicles on state roads by 2025 California leads the “race between the states” in public investments in EV charging infrastructure but private players have to explore new streams of earnings California…

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Online Car Purchases on the Rise in the U.S

E-Commerce vehicle sales rise year-on-year as the pandemic reshapes consumer attitude to “digital-first” More Carmakers Copy Tesla’s Online Car Purchase Playbook Online car purchases fueled by e-commerce rise, enabling tech for a better shopping experience & COVID-19 impact The pandemic is pushing carmakers and auto dealerships to rethink their digital…

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Free-Floating Car-Sharing Fuels Growth to the German market

Car-Sharing in Germany bounced back in 2021. Both the number of customers and fleets are increasing steadily in Germany. The evolution of Germany’s car-sharing market is a key metric for the rate of consumer transition from car ownership to Mobility-as-a-Service in Western Europe’s leading car market and one of the…

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Vehicle-to-Cloud-based ADAS the need of the hour

Cloud-based development of ADAS promises scalability, efficiency, security, and staying always up to date to guarantee that today’s systems will mitigate future accidents in the ever-changing road environment Data-driven and Software-defined cars and Mobility Services could see accelerated deployment by 2025 The role of Cloud computing providers is increasing 4…

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Five New Revenue Pools for Automated Mobility

ADAS sensors and ADAS features account for the majority of Automated Mobility’s revenues today for carmakers, suppliers, and other stakeholders In the next decades, the progress in Automated Driving technology and its wider adoption will unlock new earnings from novel “features”, and the expansion to new markets, and 8 new…

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Three Takeaways from Top Suppliers’ ADAS Revenues in 2020

The ADAS market grew in 2020 but how did ADAS revenues evolve in 2020 for major Suppliers? What are the key ADAS technologies experiencing strong demand for Suppliers? Keys to Top-ADAS Suppliers strategy in 2020-30 1. Top ADAS Suppliers saw ADAS order-book grow in 2020 but revenues dropped Major Automotive…

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Carmakers see revenues shrink by $130Bn threatening autonomous roadmaps

VW Group, Toyota Motors & General Motors collectively lost $94.38 Billion of revenues in Q1-Q3 2020 and push for further transformation Capital constraints faced by carmakers require new strategic approaches in 2021 as the pressure for further investment in autonomy & electrification accelerates Software-based business models, such as vehicle super-computers…

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21% of new cars in Europe to be highly-automated in 2025

With the ALKS regulation opening the road for Level 3 deployment in 2021, and Autonomous Driving roadmaps largely insulated from the pandemic, “eyes-off the road” technology will be commercialized in Europe and Japan this year Cars equipped with Level 3 features in Europe will more than double between 2021 and…

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3 reasons why China can win the Autonomous Driving race

Europe and the USA remain the geographies with the highest penetration of Autonomous driving but stricter road safety regulations and lack of standardization could still restrict fast deployment; China’s commitment to Intelligent & Connected Vehicles could fast track regulatory changes to give a head start to domestic brands, while the…

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Top-5 new changes in 2021 transforming Autonomous Driving

2020 saw the launch of Level 4-Autonomous Driving in Automated Mobility on Demand (AMoD) from Waymo. But in passenger cars, the level of automation is still Level 2-Partial Automation. Here are the biggest changes in Autonomous driving in 2021: New Autonomous Driving Regulation for Level 3 is coming in 2021…

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The first attempt of the European Commission to regulate AI. Will it help build an ecosystem of trust?

EC’s White Paper or Artificial Intelligence – A European Approach  sets guidelines to establish trust, promote AI and address high-risks AI applicatons Proposed legal requirements for high-risk AI applications-only for the future regulatory framework include: data training and record-keeping, human oversight, information provision when interacting with an AI system, robustness…

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