Describes the process for using the business model canvas to identify connected vehicle scenarios and prioritize feature sets into cloud-based, global platforms
MONETIZING THE CONNECTED CAR, Citi 2013 Connected Car SymposiumArynga
Walter Buga, CEO of Arynga made this presentation at the Citi forum of the connected car. This presentation answers the "How to monetize the connected car?" question
Tech & Transit Oriented Development - The New TODLisa Nisenson
Shared use mobility & autonomous vehicles are reshaping access to transit. This presentation shows how walking, biking & transit are still transportation's backbone, and how AVs + active form new opportunities for cities of all sizes.
The green revolution sweeping the commercial vehicle market is creating new revenue streams for truck industry participants- see how you can benefit from it.
Describes the process for using the business model canvas to identify connected vehicle scenarios and prioritize feature sets into cloud-based, global platforms
MONETIZING THE CONNECTED CAR, Citi 2013 Connected Car SymposiumArynga
Walter Buga, CEO of Arynga made this presentation at the Citi forum of the connected car. This presentation answers the "How to monetize the connected car?" question
Tech & Transit Oriented Development - The New TODLisa Nisenson
Shared use mobility & autonomous vehicles are reshaping access to transit. This presentation shows how walking, biking & transit are still transportation's backbone, and how AVs + active form new opportunities for cities of all sizes.
The green revolution sweeping the commercial vehicle market is creating new revenue streams for truck industry participants- see how you can benefit from it.
IT and Sustainability: New Strategies for Reducing Carbon Emissions and Reso...Jeffrey Funk
This paper describes how rapid rates of improvement in smart phones, telecommunication systems and other forms of IT enable solutions for sustainability and how this provides opportunities for the fields of telecommunication and information systems. While reports from the Intergovernmental Panel on Climate Change focuses on technologies with rates of improvement less than 5% per year, most types of information technologies are experiencing annual rates of improvement that exceed 30% per year. These rapid rates of improvement are changing the economics of many activities of which this paper describes four examples in transportation. The paper concludes by discussing challenges for universities and in particular for the fields of telecommunications and information systems.
These are the slides used by George to guide the discussion on autonomous vehicles.
The slides are also available at: https://www.adaptive-ip.eu/files/adaptive/content/downloads/moods/Deliverables%20&%20papers/1AriaEtemad.pdf
This is the link to the meetup: https://www.meetup.com/Brussels-Legal-Hackers/events/235890664/
These slides use concepts from my (Jeff Funk) course entitled Biz Models for Hi-Tech Products to analyze the business model for PlugSurfing. PlugSurfing is creating a global network of EV charging stations that can be used with a single account thus eliminating the need for multiple passwords, credit cards, and other identifiers. It had created a network of 25,000 charging points by January 2016, mostly in Germany and the Netherlands. It already has a density of 17 charging points per square kilometer in central cities and 4 per square kilometer in suburbs. It has also begun expanding into France, Italy, and Belgium. The slides summarize the business model for PlugSurfing including the value proposition, customers, method of value capture, scope of activities, and method of strategic control.
Multiple Passenger Ride Sharing Changes Economics of CommutingJeffrey Funk
While Uber has challenged taxi drivers, multiple passenger ride sharing service can give us the both of best worlds: short travel times and low prices. They can provide the low prices of public transport with the short travel times of private cars or single passenger taxis. Different than Uber Pool or other crowd sourcing services, the key is for the startup to guarantee both short travel times and low prices, even if demand does not initially exist. This can be be done by having better data on the starting and ending points of travelers, which enables us to identify high demand routes and times and thus enable services that have few stops. The fewer stops enable short transit times and the multiple passengers in cars, vans, or mini-buses can reduce costs.
Autonomous vehicles: Plotting a route to the driverless futureAccenture Insurance
How will roadways dominated by high or fully automated vehicles impact future industries, economies and populations? What shifts in leverage and underlying business models are imminent? What new pathways for ecosystem innovation might arise from the data explosion that comes with AV proliferation?
The answers to these questions can be revealed by examining the immediate impact of AV adoption on three industry segments: automotive sales and service; logistics and supply chains; and auto insurance.
Adrian Pearmine of DKS Associates presented at Drive Oregon's October 2015 event. He highlighted new modes of mobility that are anticipated to transform our transportation system and discussed best practices for private and municipal planners to use when planning for these changes.
Justin jenk theory and practice taxi wars uber_ raktas_case study_march 2015jjenk
This document provides a synthetic assessment of the strategies and action of the leading players in the mobile app taxi/rideshare/hailing segment, part of the larger taxi industry – city based and regulated. The contents of this thought paper reflect the work Raktas has provided to relevant decision-makers in the industry.
Ride Sharing, Congestion, and the Need for Real SharingJeffrey Funk
Current ride sharing services are not financially sustainable. Although they provide more convenience than do taxi services, they are experiencing massive losses because they have the same cost structure as do taxis and thus must compete through subsidies and lower wages. After all, they use the same vehicles, roads, and drivers, and only GPS algorithms and phones are new.
They also increase congestion. Just as more private vehicles or taxis on the road will increase congestion, more ride sharing vehicles also increase congestion.
These slides describe new ways to use the technologies of ride sharing to reduce congestion along with costs while at the same time keeping travel time low. This can be done through changing public transportation systems or allowing private companies to offer competing services. For instance, current bus services, whether they are private or public, need to use the algorithms, GPS, phones and other technologies of ride sharing to revise routes, schedules and the premises that currently underpin public transportation. There is no reason a bus should be certain size, stop every 200 meters, or follow the same route all day. Algorithms and phones enable new types of routes in which designers simultaneously minimize time travel and maximize number of passengers transported per vehicle.hour.
Recognizing such organizations, Insights Success brings to you, “The 10 Smart EV Charging Solution Providers, 2018” which have now strengthened their foothold in the EV industry and are unfailingly delivering contemporary EV charging solutions.
The automotive industry is experiencing disruption everywhere! Today’s vehicles are computers on wheels. There are more “lines of code” in today’s cars than a Boeing 777. According to McKinsey and Company, today’s connected cars create up to 25GB of data per hour. Moreover, OEM’s manufacturers are moving towards a “mobility model”, data warehousing, autonomous vehicles, subscription services and technology integrators while technology companies are also entering the space. Will you and your business be ready, willing and able to thrive or even survive the auto industry’s mass disruption? By reviewing this presentation, you will learn about the major technology disruptions occurring in the automotive industry and walk away with at least five ideas on what your business can do to survive and thrive!
Presented at ORBiT Real Time Days 2014
Panel discussion by:
Debbie Olsen, Quindell
Clinton D'Souza, CGI
Blair Currie, IMS
Paul-Andre Savoie, Baseline Telematics
Patrick Vice, Frank Cowan
A well-constructed panel of experts unravel the mystery of telematics for us. We need to understand why this will be important for our customers, what will be the impact on brokers and what we as insurance experts need to know.
In the past decade, auto manufacturers have installed various technologies designed to make cars safer, more responsive, and more pleasurable to drive. From the hands-free cellphone, to iPod berths, to satellite radio, to automated parking—not to mention Google’s self-driving vehicle—the automobile is undergoing an electronic overhaul that promises to transform its role for consumers. What once was perceived as personal transportation is fast evolving into a new mobile device, merging with the digital world into an all-encompassing communications environment.
This ongoing transformation is poised to shift into high gear as cars display still greater connectivity and broader capabilities than ever. What makes this shift different from the way automobiles adopted new technologies in the past is that this time, automakers may have to consider how they can quickly merge consumer electronics and software with their traditional automotive systems.
CREATE A ELECTRIC VEHICLE (EV) CHARGER WHICH ALLOWS TO COMMUNICATE AND BE PART OF SMART HOME SOLUTIONS.
Reinvent the Charge Station Market creating the new Smart Charge that presenting Assistant Support through artificial intelligence, offering some services like entertainment (Netflix, Spotify), Smart Home Integration (LG ThinQ), Delivery Service (Ifood, Amazon Go).
It is a transformative and innovative product and service platform that aims to improve the experience of electric car users, with the process of charging and managing the power of your car, whether at home or abroad.
We identified a business opportunity where today in Brazil and Latin America, it is very difficult to have and maintain an electric car, mainly for the structure of loading the cars in public or commercial roads, this fact second research of Ipsos, brings the greatest insecurity for purchase of an electric car, it is in this "pain" that we will act.
OHM Smart Chargers - 22KW
1. Unique in the world with differentiated product design
2. Unique with artificial intelligence for talking and engage the users
3. Easy to install and use
4. With internet connection
5. Possible to integrate Spotify, iFood, Netflix, LG ThinQ.
SALES THROUGH ONLINE SHOP
The sales of the chargers are in the e-commerce, value of chargers between R$ 3,775.00 to R$ 8.800,00. Best digital experience and design.
CHARGE SERVICE (PAY ENERGY)
Ohm's revenue and monetization model will be focused on two operations, the user will be willing to pay for the service and convenience of charging electric cars, in which the charge will be made directly to the user for the consumption of each minute of the electric energy through of the equipment, per-minute value will be 0.24 cents, for an average consumption of 40 minutes at 80% battery.
All payment transactions will be made by the application through the application's internal payment gateway. The price of the service and loading was defined with the price parameter of our main competitor, EDP do Brazil.
IT and Sustainability: New Strategies for Reducing Carbon Emissions and Reso...Jeffrey Funk
This paper describes how rapid rates of improvement in smart phones, telecommunication systems and other forms of IT enable solutions for sustainability and how this provides opportunities for the fields of telecommunication and information systems. While reports from the Intergovernmental Panel on Climate Change focuses on technologies with rates of improvement less than 5% per year, most types of information technologies are experiencing annual rates of improvement that exceed 30% per year. These rapid rates of improvement are changing the economics of many activities of which this paper describes four examples in transportation. The paper concludes by discussing challenges for universities and in particular for the fields of telecommunications and information systems.
These are the slides used by George to guide the discussion on autonomous vehicles.
The slides are also available at: https://www.adaptive-ip.eu/files/adaptive/content/downloads/moods/Deliverables%20&%20papers/1AriaEtemad.pdf
This is the link to the meetup: https://www.meetup.com/Brussels-Legal-Hackers/events/235890664/
These slides use concepts from my (Jeff Funk) course entitled Biz Models for Hi-Tech Products to analyze the business model for PlugSurfing. PlugSurfing is creating a global network of EV charging stations that can be used with a single account thus eliminating the need for multiple passwords, credit cards, and other identifiers. It had created a network of 25,000 charging points by January 2016, mostly in Germany and the Netherlands. It already has a density of 17 charging points per square kilometer in central cities and 4 per square kilometer in suburbs. It has also begun expanding into France, Italy, and Belgium. The slides summarize the business model for PlugSurfing including the value proposition, customers, method of value capture, scope of activities, and method of strategic control.
Multiple Passenger Ride Sharing Changes Economics of CommutingJeffrey Funk
While Uber has challenged taxi drivers, multiple passenger ride sharing service can give us the both of best worlds: short travel times and low prices. They can provide the low prices of public transport with the short travel times of private cars or single passenger taxis. Different than Uber Pool or other crowd sourcing services, the key is for the startup to guarantee both short travel times and low prices, even if demand does not initially exist. This can be be done by having better data on the starting and ending points of travelers, which enables us to identify high demand routes and times and thus enable services that have few stops. The fewer stops enable short transit times and the multiple passengers in cars, vans, or mini-buses can reduce costs.
Autonomous vehicles: Plotting a route to the driverless futureAccenture Insurance
How will roadways dominated by high or fully automated vehicles impact future industries, economies and populations? What shifts in leverage and underlying business models are imminent? What new pathways for ecosystem innovation might arise from the data explosion that comes with AV proliferation?
The answers to these questions can be revealed by examining the immediate impact of AV adoption on three industry segments: automotive sales and service; logistics and supply chains; and auto insurance.
Adrian Pearmine of DKS Associates presented at Drive Oregon's October 2015 event. He highlighted new modes of mobility that are anticipated to transform our transportation system and discussed best practices for private and municipal planners to use when planning for these changes.
Justin jenk theory and practice taxi wars uber_ raktas_case study_march 2015jjenk
This document provides a synthetic assessment of the strategies and action of the leading players in the mobile app taxi/rideshare/hailing segment, part of the larger taxi industry – city based and regulated. The contents of this thought paper reflect the work Raktas has provided to relevant decision-makers in the industry.
Ride Sharing, Congestion, and the Need for Real SharingJeffrey Funk
Current ride sharing services are not financially sustainable. Although they provide more convenience than do taxi services, they are experiencing massive losses because they have the same cost structure as do taxis and thus must compete through subsidies and lower wages. After all, they use the same vehicles, roads, and drivers, and only GPS algorithms and phones are new.
They also increase congestion. Just as more private vehicles or taxis on the road will increase congestion, more ride sharing vehicles also increase congestion.
These slides describe new ways to use the technologies of ride sharing to reduce congestion along with costs while at the same time keeping travel time low. This can be done through changing public transportation systems or allowing private companies to offer competing services. For instance, current bus services, whether they are private or public, need to use the algorithms, GPS, phones and other technologies of ride sharing to revise routes, schedules and the premises that currently underpin public transportation. There is no reason a bus should be certain size, stop every 200 meters, or follow the same route all day. Algorithms and phones enable new types of routes in which designers simultaneously minimize time travel and maximize number of passengers transported per vehicle.hour.
Recognizing such organizations, Insights Success brings to you, “The 10 Smart EV Charging Solution Providers, 2018” which have now strengthened their foothold in the EV industry and are unfailingly delivering contemporary EV charging solutions.
The automotive industry is experiencing disruption everywhere! Today’s vehicles are computers on wheels. There are more “lines of code” in today’s cars than a Boeing 777. According to McKinsey and Company, today’s connected cars create up to 25GB of data per hour. Moreover, OEM’s manufacturers are moving towards a “mobility model”, data warehousing, autonomous vehicles, subscription services and technology integrators while technology companies are also entering the space. Will you and your business be ready, willing and able to thrive or even survive the auto industry’s mass disruption? By reviewing this presentation, you will learn about the major technology disruptions occurring in the automotive industry and walk away with at least five ideas on what your business can do to survive and thrive!
Presented at ORBiT Real Time Days 2014
Panel discussion by:
Debbie Olsen, Quindell
Clinton D'Souza, CGI
Blair Currie, IMS
Paul-Andre Savoie, Baseline Telematics
Patrick Vice, Frank Cowan
A well-constructed panel of experts unravel the mystery of telematics for us. We need to understand why this will be important for our customers, what will be the impact on brokers and what we as insurance experts need to know.
In the past decade, auto manufacturers have installed various technologies designed to make cars safer, more responsive, and more pleasurable to drive. From the hands-free cellphone, to iPod berths, to satellite radio, to automated parking—not to mention Google’s self-driving vehicle—the automobile is undergoing an electronic overhaul that promises to transform its role for consumers. What once was perceived as personal transportation is fast evolving into a new mobile device, merging with the digital world into an all-encompassing communications environment.
This ongoing transformation is poised to shift into high gear as cars display still greater connectivity and broader capabilities than ever. What makes this shift different from the way automobiles adopted new technologies in the past is that this time, automakers may have to consider how they can quickly merge consumer electronics and software with their traditional automotive systems.
CREATE A ELECTRIC VEHICLE (EV) CHARGER WHICH ALLOWS TO COMMUNICATE AND BE PART OF SMART HOME SOLUTIONS.
Reinvent the Charge Station Market creating the new Smart Charge that presenting Assistant Support through artificial intelligence, offering some services like entertainment (Netflix, Spotify), Smart Home Integration (LG ThinQ), Delivery Service (Ifood, Amazon Go).
It is a transformative and innovative product and service platform that aims to improve the experience of electric car users, with the process of charging and managing the power of your car, whether at home or abroad.
We identified a business opportunity where today in Brazil and Latin America, it is very difficult to have and maintain an electric car, mainly for the structure of loading the cars in public or commercial roads, this fact second research of Ipsos, brings the greatest insecurity for purchase of an electric car, it is in this "pain" that we will act.
OHM Smart Chargers - 22KW
1. Unique in the world with differentiated product design
2. Unique with artificial intelligence for talking and engage the users
3. Easy to install and use
4. With internet connection
5. Possible to integrate Spotify, iFood, Netflix, LG ThinQ.
SALES THROUGH ONLINE SHOP
The sales of the chargers are in the e-commerce, value of chargers between R$ 3,775.00 to R$ 8.800,00. Best digital experience and design.
CHARGE SERVICE (PAY ENERGY)
Ohm's revenue and monetization model will be focused on two operations, the user will be willing to pay for the service and convenience of charging electric cars, in which the charge will be made directly to the user for the consumption of each minute of the electric energy through of the equipment, per-minute value will be 0.24 cents, for an average consumption of 40 minutes at 80% battery.
All payment transactions will be made by the application through the application's internal payment gateway. The price of the service and loading was defined with the price parameter of our main competitor, EDP do Brazil.
Red Bend Software: Optimizing the User Experience with Over-the-Air UpdatesRed Bend Software
Due to the complexity of most modern operating systems and the frequency with which they are updated, all leading manufacturers provide Over-the-Air (OTA) software updates for their tablets, smartphones and even cars.
It may take several months between devices leaving the production line to reaching consumers’ hands but users demand the latest updates to get access to new features. In today’s connected world, software updates are a must-have feature for any type of consumer electronics device, from low-end smartphones to high end tablets by way of M2M devices such as cars and set top boxes (STB).
In this SlideShare, Red Bend Software shows you how to manage these updates easily and effectively, providing best practices in rolling out OTA software updates.
The presentation was used by the Dr. Pratik Desai at his talk at the "Silicon Valley Automotive Open Source" meetup held at HackerDojo on April 7th, 2016.
Vector red bend_webinar_flashing_over_the_air_and_delta_technology_20140121_enRed Bend Software
Red Bend and Vector show the benefits of using Delta and Over-the-Air Technology for re-programming ECUs. The participants receive lots of information about the used technologies and the optimisation possibilities for re-programming. The webinar is rounded off by the presentation of the products used.
Understanding Telecom SIM and USIM/ISIM for LTEntel
SIM cards have been witnessing increasing adoption with the growing use of smartphones and other devices requiring always-on connectivity. SIM cards represent a key platform for value added services and applications, and are a core element in providing interoperability among the telecom industry players while ensuring security and safe authentication.
Key Features:
Form factors: mini-SIM (2FF), micro-SIM (3FF) and nano-SIM (4FF)
Memory size: from 32k up to 256k
High security standards and strong authentication algorithms
Over-The-Air (OTA) content management
Wide range of Value Added Services applications
[Updated 2/27/17] Brian Solis, principal analyst of Altimeter, a Prophet Company, has tracked the autonomous industry for two years and has assembled the most comprehensive report on “The State of The Autonomous Driving.” The updated report features the latest developments among companies driving the future, including 76 automakers, startups and universities. The report also includes an infographic that organizes all of the companies by technology focus and its open to third party creative commons use. This report will be updated regularly, if you would like to contribute updates please contact Brian via email at brian@altimetergroup.com
the basic concept of Connected Cars, technologies available and business opportunities with next-generation cars. Indian perspective of the Connected cars
OpenCar covers OS development for a new market: automotive apps. In-car apps are poised to explode for open source developers. The market is transforming from an inefficient, proprietary model to an HTML5-based “app store” model. To enter and participate in this new target category, developers need access to automakers, automotive systems, and knowledge of industry standards and platforms. http://sdk.opencar.com
For the full video of this presentation, please visit:
https://www.embedded-vision.com/platinum-members/embedded-vision-alliance/embedded-vision-training/videos/pages/may-2019-embedded-vision-summit-riches
For more information about embedded vision, please visit:
http://www.embedded-vision.com
Ian Riches, Executive Director for Global Automotive Practice at Strategy Analytics, presents the "Automotive Vision Systems— Seeing the Way Forward" tutorial at the May 2019 Embedded Vision Summit.
It was not long ago that cameras were a rarity on all but luxury cars. In 2018, as many automotive cameras were shipped as were vehicles! Riches' presentation quantifies the likely future growth, and explores the applications and industry forces that are driving camera fitment.
The automotive industry is also undergoing unprecedented change, with longstanding vehicle architectures and business models under threat. Riches' presentation therefore also looks at the wider automotive landscape as it impacts the embedded vision community, examining topics such as centralized vs. decentralized architectures and the impact of automated driving on the value chain.
In this presentation, we talk about below topics.
* Introduction to automobile platform.
* History of automobile.
* Evolution.
* New trends in automobile industry.
* Artificial intelligence in automotive industry.
* Data science.
* Connected cars.
* Future of mobility.
Remoto helps car owners to manage their cars remotely via smartphone (engine start, open\close doors, car tracking). Moreover, our cloud platform (http://oem.myremoto.com/) provides the Big Data for automotive OEMs and insurance companies about car malfunctions, drivers behaviour, road accidents and etc
For the full video of this presentation, please visit:
https://www.edge-ai-vision.com/2021/02/embedded-vision-in-adas-and-autonomous-vehicles-navigating-the-new-reality-a-presentation-from-strategy-analytics/
Mark Fitzgerald, Director of Autonomous Vehicle Service at Strategy Analytics, presents the “Embedded Vision in ADAS and Autonomous Vehicles: Navigating the New Reality” tutorial at the September 2020 Embedded Vision Summit.
In this presentation, Fitzgerald presents market forecasts for vision technologies in automotive advanced driver assist systems (ADAS), and explores the applications and industry forces that are driving camera fitment in vehicles. He also examines the unprecedented changes unfolding in the automotive industry – with long-standing vehicle architectures and business models under threat – and assesses the impact of COVID-19 on the industry.
Fitzgerald explains the influence of government mandates on the ADAS market, including the three generations of driver monitoring systems. Finally, he highlights what is most important and what is at stake as the automotive industry transitions to higher levels of ADAS and autonomous systems.
Autonomous Vehicles: Technologies, Economics, and OpportunitiesJeffrey Funk
These slides use concepts from my (Jeff Funk) course entitled analyzing hi-tech opportunities to show how the cost and performance of autonomous vehicles are improving rapidly. LIDAR, other sensors, ICs, and wireless are experiencing rapid improvements that are enabling the overall cost of AVs to fall. For example, the latency of wireless systems is improving rapidly thus enabling vehicles to be controlled with wireless systems. This is also creating many new opportunities in the vehicle industry in the Internet of Things, data analytics, and logistics. The slides include a detailed discussion of AVs in Singapore, a likely early adopter.
Understanding Inductive Bias in Machine LearningSUTEJAS
This presentation explores the concept of inductive bias in machine learning. It explains how algorithms come with built-in assumptions and preferences that guide the learning process. You'll learn about the different types of inductive bias and how they can impact the performance and generalizability of machine learning models.
The presentation also covers the positive and negative aspects of inductive bias, along with strategies for mitigating potential drawbacks. We'll explore examples of how bias manifests in algorithms like neural networks and decision trees.
By understanding inductive bias, you can gain valuable insights into how machine learning models work and make informed decisions when building and deploying them.
CW RADAR, FMCW RADAR, FMCW ALTIMETER, AND THEIR PARAMETERSveerababupersonal22
It consists of cw radar and fmcw radar ,range measurement,if amplifier and fmcw altimeterThe CW radar operates using continuous wave transmission, while the FMCW radar employs frequency-modulated continuous wave technology. Range measurement is a crucial aspect of radar systems, providing information about the distance to a target. The IF amplifier plays a key role in signal processing, amplifying intermediate frequency signals for further analysis. The FMCW altimeter utilizes frequency-modulated continuous wave technology to accurately measure altitude above a reference point.
Industrial Training at Shahjalal Fertilizer Company Limited (SFCL)MdTanvirMahtab2
This presentation is about the working procedure of Shahjalal Fertilizer Company Limited (SFCL). A Govt. owned Company of Bangladesh Chemical Industries Corporation under Ministry of Industries.
Hierarchical Digital Twin of a Naval Power SystemKerry Sado
A hierarchical digital twin of a Naval DC power system has been developed and experimentally verified. Similar to other state-of-the-art digital twins, this technology creates a digital replica of the physical system executed in real-time or faster, which can modify hardware controls. However, its advantage stems from distributing computational efforts by utilizing a hierarchical structure composed of lower-level digital twin blocks and a higher-level system digital twin. Each digital twin block is associated with a physical subsystem of the hardware and communicates with a singular system digital twin, which creates a system-level response. By extracting information from each level of the hierarchy, power system controls of the hardware were reconfigured autonomously. This hierarchical digital twin development offers several advantages over other digital twins, particularly in the field of naval power systems. The hierarchical structure allows for greater computational efficiency and scalability while the ability to autonomously reconfigure hardware controls offers increased flexibility and responsiveness. The hierarchical decomposition and models utilized were well aligned with the physical twin, as indicated by the maximum deviations between the developed digital twin hierarchy and the hardware.
Forklift Classes Overview by Intella PartsIntella Parts
Discover the different forklift classes and their specific applications. Learn how to choose the right forklift for your needs to ensure safety, efficiency, and compliance in your operations.
For more technical information, visit our website https://intellaparts.com
Saudi Arabia stands as a titan in the global energy landscape, renowned for its abundant oil and gas resources. It's the largest exporter of petroleum and holds some of the world's most significant reserves. Let's delve into the top 10 oil and gas projects shaping Saudi Arabia's energy future in 2024.
Sachpazis:Terzaghi Bearing Capacity Estimation in simple terms with Calculati...Dr.Costas Sachpazis
Terzaghi's soil bearing capacity theory, developed by Karl Terzaghi, is a fundamental principle in geotechnical engineering used to determine the bearing capacity of shallow foundations. This theory provides a method to calculate the ultimate bearing capacity of soil, which is the maximum load per unit area that the soil can support without undergoing shear failure. The Calculation HTML Code included.
Sachpazis:Terzaghi Bearing Capacity Estimation in simple terms with Calculati...
Value for a connected vehicle iasa february 2016 - v2.2
1. On the Value of Connected Vehicles
Brian Loomis, Enterprise Architect
2. Automotive industry trends
• China stable but not high growth (US market growing in short-term)
• Russia and some emerging markets not growth areas
• Urbanization driving smaller vehicle size, lower lifetime mileage (or longer lifespan)
• Very congested cities’ programs to trial smart highways, tolls – Lyon down 20%,
Beijing traffic alternating days
• Cars are parked 94.8% of the time, new DL’s down 10% in 20 yrs. (WSJ, 21 Jan 16)
• Reduced emissions primarily through hybrid, EV, fuel cell or other powertrain
improvements – CAFÉ to 40.5MPG (even given lower fuel pricing in short term)
• Lighter materials like aluminum and carbon fiber
• Connected vehicle already here for some segments including infotainment, ADAS
• Shared rides reducing overall fleet in suburban areas
• McKinsey predicts 2% growth in fleet through 2030
• Multiple analysts predict 80% of cars are not needed
• Autonomous driving critical by some date – safety and security differentiate
• Can this reduce the 2MM fatal and injury crashes in US each year?
• Personalization of vehicles increasing (>50% new models with voice activation today),
privacy concerns, electronic component lifecycle << automotive components
• Warranty and liability increasing
• Regulation for E-911, emissions caps (diesel anyone?)
4. Value propositions
Do you want Cortana in your car?
Owner
• TDI, infotainment (news,
audiobooks) with BT
connectivity, traditional radio,
speakers, SiriusXM
• ADAS: collision avoidance;
sense where you are going (ML,
MirrorLink)
• Navigation improvements
(traffic, weather, InRix)
• Camera (rear-view, also
forward for MyTrip, surround
view); radar-guided cruise
• Driver assistance apps in vehicle
(search, Pandora, etc., voice-
activated, phone integration)
• HEV charging/scheduled
charge; vehicle efficiency
(CO2/trip) and “green” analysis;
biofuel usage; “green” routing
• Message center (read my texts,
calendar); voicemail follows me
• Driver proximity (seat settings,
heat adjustment, key-fob
replacement for remote start)
• Augmented reality, automatic
parallel parking, stability &
braking control, lane keeping
Business Passenger
• Autonomous driving
• Join work/home network;
social or team
collaboration (driving
awards)
• Coordination with other
products/services (not just
auto)
• Phone integration with
vehicle (integrated
address book, scheduling)
• Wireless charging for
peripherals
Dealership / service
center
• Predictive maintenance/
servicing/recalls (CRM)
• Dealership
preference/integration, knows
who you are as you drive up
Government
• E-911 / eCall / GLONASS
• V2V – unfunded mandate
across jurisdictions and
OEMs
• LoJack/car immobilization
• Accident trend
identification (NHTSA)
• Behavior-based insurance
rating
• Police interceptor camera,
police (laptop/phone as
2nd screen, or integrated)
• Specialty truck (fire, tow,
lifeguard, powerline,
dump)
• Catering truck inventory /
third-party logistics
(FedEx)
• Fleet maintenance
(government, farm,
construction); integrated
customer billing
• Integrated logistics (with
supply chain), traffic in-
plant
• Large truck efficiency
(loading, mileage)
• Geo-fencing and fleet
policy (map constraints,
valet mode, speed limit)
• Rented/shared vehicle
(taxi, Uber, urban mobility)
• Performance data recorder
(muscle cars)
• Personal dashboard
• FitBit-to-vehicle; imaging
Project Mobii
• Apps like GasBuddy
• My Trip – post to Facebook?
OEM
• Brand elevation
• Predictive maintenance for
R&D
• Warranty reduction
5. Value propositions per architecture patternTelematicsIn-vehicle
(autonomous)
Vehiclemesh
Owner / operator
• TDI, infotainment; driver assistance
apps in vehicle (search, Pandora,
etc., voice-activated, phone
integration)
• Performance data recorder
• ADAS: collision avoidance; sense
where you are going, radar-
guided cruise, nav improvements
• Augmented reality, automatic
parking, stability & braking
control, lane keeping
• Autonomous driving
• Driver proximity (key-fob
replacement for remote start)
• HEV charging/scheduled charge;
vehicle efficiency (CO2/trip) and
“green” analysis; biofuel usage;
“green” routing
• Coordination with other
products/services (FitBit, home
network), personal dashboard;
social or team collaboration
(driving awards)
Business
• Police interceptor
• Specialty truck (fire, tow,
lifeguard, powerline, dump)
• Catering truck inventory /
third-party logistics (FedEx)
• Fleet maintenance; Large truck
efficiency (loading, mileage)
• Geo-fencing and fleet policy
(map constraints, valet mode,
speed limit)
• Rented/shared vehicle (taxi,
Uber, urban mobility)
• integrated customer billing
• Integrated logistics (with supply
chain), traffic in-plant
Dealership
• Predictive maintenance/
servicing/recalls (CRM)
• Dealership
preference/integration, knows
who you are as you drive up
Government
• Accident trend identification
(NHTSA)
• Behavior-based insurance
rating
• E-911 / eCall / GLONASS
• LoJack/car immobilization
• V2V – unfunded mandate
across jurisdictions and OEMs
• V2I
6. Each OEM is at a different point on the track
OEM
7. Competitive analysis
• GM – “build it myself”
• OnStar services include voice, ads into car
• LTE by AT&T
• Chevrolet AppShop (J2EE stack) includes vehicle health app
• RemoteLink phone app for remote start
• Cadillac CUE
• Planned V2V collision, wireless charging
• Low monetization, high cost
• Mercedes, BMW– “Innovate on apps”
• BMW: Nippon Seiki HUD
• BMW i8 SurroundView
• Mercedes – CarPlay (Volvo, Honda as well)
• Toyota/Lexus – Destination Assist
• 12.3” display plus HUD
• Disconnected collision sensing
• Remote start via Azure
• Voice activation
• Backup camera
• Rear entertainment system
• Wireless charging
• Bing, audible.com
• Tesla – “vertical integration” of UX, Halo
• Driver settings/profile
• Chrysler Uconnect
• Rear-seat infotainment
• Wireless charging of devices, phone pairing
• Touchscreen display
• Vehicle as hotspot (Mopar)
• Qoros, Volvo – “partner/acquire”
8. Path from ADAS to autonomous
• Simplest, cheapest, most extensible model is IoT / Connected
Vehicle
• OTA updates do not solve the hardware obsolescence problem; car is
not a disposable device like a phone b/c it is so expensive
• Cheapest to layer on services like Uber and ridesharing
• Long-term we know we need compute in vehicle, but the
business model not settled
• How will Google bring autonomous to market? Will Tesla, will an older
OEM? (First Mover Advantage)
• Regulatory, but also production capability… (can GM face the Inventor’s
Dilemma?)
• How close is autopilot/lane detection to real autonomy?
• How do we do OTA updates for all these CPU’s? How do we upgrade
the stack after the first N years?
• Embedded protocols can be made resilient, but can they be made
secure (see Chrysler Jeep takeover)
• V2X requires standards and government investment/incentives
“My 2005 Lexus has a tape deck, modified with a jack to accept phone speaker output, no
microphone (or HUD for that matter), and my power jack is a lighter.” Brian Loomis
9. Path from ADAS to autonomous
• Simplest, cheapest, most extensible model is IoT / Connected
Vehicle
• OTA updates do not solve the hardware obsolescence problem; car is
not a disposable device like a phone b/c it is so expensive
• Cheapest to layer on services like Uber and ridesharing
• Long-term we know we need compute in vehicle, but the
business model not settled
• How will Google bring autonomous to market? Will Tesla, will an older
OEM? (First Mover Advantage)
• Regulatory, but also production capability… (can GM face the Inventor’s
Dilemma?)
• How close is autopilot/lane detection to real autonomy?
• How do we do OTA updates for all these CPU’s? How do we upgrade
the stack after the first N years?
• Embedded protocols can be made resilient, but can they be made
secure (see Chrysler Jeep takeover)
• V2X requires standards and government investment/incentives
10. Customer segments define addressable market
The journey to a mass market involves either extending an existing market for new feature (e.g.,
using phone in vehicle for TDI), cannibalizing an existing market (red ocean, above), or creating a
new market (blue ocean). The latter is not defined in terms of a feature set or core value
proposition but might offer a first mover advantage. For the red ocean strategy, approximately
90MM light vehicles (cars) were produced WW last year.
Typical customer segments might include:
• Owner
• Operator/driver – child of
parent (young driver),
business employee
• Shared operator – often a
personal vehicle, too
• Dealer/service operation
• Insurer
• Government (city, state/local)
• (other OEMs or partners)
11. Segmentation by likely customer, matters
• Luxury in US is about 750K vehicles out of
5.3M (14%), high margin for discretionary
features
• Hybrid/EV/hydrogen less than 3% of all
vehicles, often tax subsidies; fuel economy
features
• Ridesharing* (new segment)
• Drives down overall fleet size –
• Special-purpose vehicles (work usage)
• Autonomous (either POV or business)
• Unlicensed at this point
• Undefined segments – V2V and V2I
12. Revenue streams
• Manufacturing the product (vehicle) has margins < 10%
• Raw materials costs
• High legacy labor rates (even with automation)
• Capital-intensive plants (leading to high debt and high days of unsold
inventory/carrying costs)
• R&D not very focused on breakthroughs… low market win rate
• Tiered sales structure (generally low dealership profit margin)
• Lifetime value of customer measured in terms of initial transaction plus
maintenance/parts; $480K for family of 4
• Regulatory restrictions increasing (warranty, country subsidies, lemon
laws, E911, safety testing, insurance), license to sell and are barriers to
entry for some feature sets
Bootstrapping is critical: Value to owner = value received minus cost
• Subscriptions historically have not generated broad replacement revenue
• Need to identify segment early which will pay for the solution development
• Some solution providers will reduce price to near zero as free parking
13. Channels
• OEM sale – big scale, big investment
• Transactional – capability built into car, warranty but no upgrades,
Connected is “free parking”
• Minor subscription channel – OnStar, USB or dealership upgrades
typically, $120 USD/year for insurance policy services
• Traditional aftermarket – low scale, medium investment
• Subscription – hardware fixed, software OTA
• Non-subscription (transactional) – DIY market
• Technology sale – transfer pricing, small investment
• Can blend with traditional aftermarket – needs network
connectivity, access point to vehicle (CAN), usually subscription
• Can be telco (M2M), hi-tech (Google)
Could be free parking for something else like ads, app
builders, etc.
Not all channels are accessible by all interested parties –
OEM’s, suppliers, tech companies
14. Business model questions (partnering)
• What is the core competency of automotive manufacturing OEM’s -- integrators or just
assemblers? How does this reinforce brand recognition/ add to conquest customers?
Do I just buy a startup?
• OEM has pricing power, do they have ability to execute? I can’t be the hardware maker
for Google (who would get the relationship value)! What is the new moat?
• How do I scale connected up to a bigger fleet than traditional segments? Tesla is eating
my luxury segment!
• What about warranty and proactive service notifications? Should the dealership pay for
some of this?
• My main value is performance data & brand, not an incremental subscription – can I sell
the data and maintain privacy?
Automotive OEM
• What do Lyft/Uber look like as service partners to
OEMs? Do I have to buy vehicles to get placement?
• What if my service becomes commoditized like
infotainment? Or swappable aftermarket with a cell
phone?
• Can I stay in business long enough to be a good
partner?
• Do we have to mandate standards for V2V/V2I? Is this like
CAN standardization? Or objective criteria like rollover
testing?
• How do we invest in this, if it truly is a benefit to society –
safety, congestion/health, etc.?
• Could an automotive supplier provide a single unit that works for all OEMs – is
this the only way for V2V/V2I/V2X to work? How to get around transfer
pricing?
• How can we keep the fixed hardware stack useful when product it is embedded
in lasts much longer? Do we have to have a model that spans initial sale plus
aftermarket upgrades?
• Can we switch business model to subscription for effectively a capital purchase?
Will the owner pay for this, or do we need funding from elsewhere in the
business model?
Automotive supplier
State / local governmentHi-tech provider
15. Business model questions (partnering)
• What is the core competency of automotive manufacturing OEM’s -- integrators or just
assemblers? How does this reinforce brand recognition/ add to conquest customers?
Do I just buy a startup?
• OEM has pricing power, do they have ability to execute? I can’t be the hardware maker
for Google (who would get the relationship value)! What is the new moat?
• How do I scale connected up to a bigger fleet than traditional segments? Tesla is eating
my luxury segment!
• What about warranty and proactive service notifications? Should the dealership pay for
some of this?
• My main value is performance data & brand, not an incremental subscription – can I sell
the data and maintain privacy?
Automotive OEM
• What do Lyft/Uber look like as service partners to
OEMs? Do I have to buy vehicles to get placement?
• What if my service becomes commoditized like
infotainment? Or swappable aftermarket with a cell
phone?
• Can I stay in business long enough to be a good
partner?
• Do we have to mandate standards for V2V/V2I? Is this like
CAN standardization? Or objective criteria like rollover
testing?
• How do we invest in this, if it truly is a benefit to society –
safety, congestion/health, etc.?
• Could an automotive supplier provide a single unit that works for all OEMs – is
this the only way for V2V/V2I/V2X to work? How to get around transfer
pricing?
• How can we keep the fixed hardware stack useful when product it is embedded
in lasts much longer? Do we have to have a model that spans initial sale plus
aftermarket upgrades?
• Can we switch business model to subscription for effectively a capital purchase?
Will the owner pay for this, or do we need funding from elsewhere in the
business model?
Automotive supplier
State / local governmentHi-tech provider
“Everybody is going to come up with their
own solution. Everybody will have their
own software. And capital will continue to
be wasted.” Marchionne (NAIS 2016)
"What is important for us is that the brain of the car, the operating
system, is not iOS or Android or someone else but it’s our brain,”
Dieter Zetsche, the chief executive of Daimler, the maker of Mercedes
vehicles, told reporters at the car show. IOS is Apple’s operating
system for mobile devices. "We do not plan to become the Foxconn
of Apple,” Mr. Zetsche said, referring to the Chinese company that
manufactures iPhones.“
16. Information Exchange Patterns (partial)
Telemetry
Information flowing from
a device to other systems
for conveying status of
device and environment
Inquiries
Requests from devices
looking to gather
required information or
asking to initiate activities
Commands
Commands from other
systems to a device or a
group of devices to
perform specific activities
Notifications
Information flowing from
other systems to a device
(-group) for conveying
status changes in the rest
of the world
http://blogs.msdn.com/b/clemensv/archive/2014/02/10/service-assisted-communication-for-connected-devices.aspx
17. Feature sets determine the architecture
Model 1
IoT message passing
Infotainment
Telematics
Police/fire/delivery
Insurance
18. Feature sets determine the architecture
Model 1
IoT message passing
Model 2
In-vehicle (real-time, feedback)
ADAS
Autonomous driving
Car immobilization
Geo-fencing
Infotainment
Telematics
Police/fire/delivery
Insurance
19. Feature sets determine the architecture
Model 1
IoT message passing
Model 2
In-vehicle (real-time, feedback)
Shared ride
V2X
E-911
Tolls
Coordination
beyond auto
Model 3
Coordinated transport (V2X,
reliable message-passing)
ADAS
Autonomous driving
Car immobilization
Geo-fencing
Infotainment
Telematics
Police/fire/delivery
Insurance
21. Azure Connected Vehicle architecture
Simple-sounding features
like OTA updates depend on
hundreds of variables – like
SCCM, but vehicle
configuration BOM-based;
do we test hacks/injection
attacks? What happens if
vehicle is not patched for a
while?
22. Azure Connected Vehicle architecture
Simple-sounding features
like OTA updates depend on
hundreds of variables – like
SCCM, but vehicle
configuration BOM-based;
do we test hacks/injection
attacks? What happens if
vehicle is not patched for a
while?
OBD II connection to CAN
bus allows BYO phone to
bypass the need for a 3G/4G
modem in-vehicle – allows
new players to enter
aftermarket.
28. Non-functional requirements matter
• Performance SLA
• Protocol choice (AMQP, NNTP, MQTT, etc.)
• Message throughput
• Traceability / debug
• Safety
• Few standards exist in connected vehicle
• Security (and legal T&C)
• Reliability (redundancy, ulti-path), Availability, Recoverability
• Data privacy and integrity
• Manageability for global systems
• Cost & billing
• Liability – a new “–ility”
3/3/2016 30
29. Key takeaways
1. Value depends on where you sit; different
systems within connected vehicle initiatives
will move at different rates
2. Connected vehicle value propositions are
still looking for a viable business model,
even obvious ones like predictive
maintenance
3. Three main architecture “patterns” fall out of
these value propositions with very different
costs, schedules, and technical requirements
4. OEM strategy is often a follower model with
limited risk exposure through an active
experiments program
31. About the speaker
Brian is an IT enterprise architect and owner of LCG, a niche consulting firm specializing in advising customers
on solutions to critical business-technology challenges. Personally, he provides leadership and hands-on
consulting experience to a wide variety of customers in multiple industry segments, centered around
understanding business value in the context of organizational goals, building team-centric organizations, and
aligning innovative technology to business problems. He directly advises CIO's, CFO's and senior IT staff at
both Fortune 50 and startup organizations with the belief that data-driven analysis and a well-prepared team
can achieve high-value transformations through software strategies. He has held management and individual
contributor positions in software design, program management, architecture (EA, SA and BA), test &
operations, as well as marketing & new opportunity development.
Brian presents regularly within the architecture communities of CEB and IASA, and at industry conferences such
as Hannover Messe, ACM SuperComputing and International Telemetry. His industry specialties comprise
global manufacturing (chemicals, oil & gas, automotive/discrete, and high-tech), state government, higher
education, and healthcare. Brian has advised customers including: Dow Chemical, JD Edwards / Oracle, Delphi,
Ford, Amway, Blue Cross, Intel, GM, Volvo, BASF, AstraZeneca, State of Colorado, Qwest, CH2MHILL, Quantum,
Lyondell-Basell, DSM, TeamShare, Hilton, Kaiser and multiple universities.
His interests include business alignment of IT, IoT, business process integration via the cloud, Industry 4.0,
mergers/acquisition execution, collaboration, and software development processes. Prior to joining Microsoft,
Brian served as an officer in the United States Air Force and holds a Master’s degree in Computer Science and
a Bachelor’s degree from Princeton University.
32. References
Business analysis
• Crash statistics -
http://asirt.org/initiatives/informing-
road-users/road-safety-facts/road-
crash-statistics &
http://www.nhtsa.gov/NCSA
• Market segmentation – AutoWeek,
McKinsey Automotive
• Research and governmental – CAR,
Michigan Smart Corridor, NHTSA,
• Universities – Stanford, V-REP, Audi
Driving Cup, MIT, MITRI/MCity
Suppliers & vendors
• OEMs – Tesla, GM (OnStar), Ford (with
GetAround, AppLink), Fiat-Chrysler (UConnect),
Toyota (Entune)
• Suppliers – QNX, Nvidia, Panasonic, Continental,
Magna (security with Argus), Delphi, elektrobit,
Bosch, NXP, Infineon, Harman Kardon, TE, Visteon
(Nissan), Audiovox
• Shared rides – Uber, Lyft, GetAround, Car2Go
(Daimler)
• Technology - AT&T, GE, IBM automated car
toolkit, Amazon (IoT), Google (Android Auto,
John Krafcik/autonomous program, with
Mercedes), Microsoft (Azure IoT Hub), Apple
(Titan, CarPlay, Siri in Mercedes DriveKit), Mojio,
OVMS, Qualnetics, Valeo Park 4U (self-parking),
Automatic, Zubie, Vyncs (Sprint)
33. News recap
• GM + Lyft =
https://www.yahoo.com/autos/general-motors-
invests-500m-lyft-133349836.html
• Ford updating SyncMyRide with connected ar
scenario, opens Silicon Valley campus, partners with
Google - https://www.yahoo.com/autos/google-
pairs-with-ford-to-1326344237400118.html
• Delphi Drive - http://www.delphi.com/delphi-drive
• BMW buying HERE -
http://www.wsj.com/articles/bmw-daimler-audi-
agree-to-buy-nokias-here-maps-business-
1438580698
• Stanford Revs lab -
http://revs.stanford.edu/blog/735
Editor's Notes
Welcome
This discussion will look at a specific IoT scenario, that of the connected automobile or more broadly, connected vehicle. We will look at the functionality being proposed, a couple of logical architectures for in-vehicle and cloud-provided services, and the financial/opportunity space of connected vehicles through the lens of a business architect and the business model canvas. OEMs, non-automotive technology companies, and suppliers each have different perceptions of this dynamic market and analysts predict that most automobiles will be “smart” in some way by 2030. What does the owner see value in? What does the dealership or service facility see value in? What would constitute a win-win for an OEM and a technology company? Do I really have to give up my steering wheel to an autonomous driver module? We will provide some industry data and look down the road to envision solutions within the realm of possibility.
Big switch at CES this year to autonomous over “connected”
Two main themes in this talk: 1) business model being worked simultaneous with bootstrapping technical systems/solution, 2) lots of mistakes are being made, which could be avoided with proper combination of business value quantification and technical architecture.
Accenture – 40% of vehicles autonomous by 2040 - https://www.accenture.com/au-en/insight-realising-benefits-autonomous-vehicles-australia-overview.aspx
94.8% - https://thedianerehmshow.org/2015/09/02/how-cities-can-shape-transportation-technology-for-the-greater-good
80% - http://worldif.economist.com/article/11/what-if-autonomous-vehicles-rule-the-world-from-horseless-to-driverless - also insurance for vehicles will go down from $200B/year in US if only a few self-driving operators are licensed; 90% not needed - http://smarthighways.net/itf-head-insists-90-per-cent-of-city-cars-arent-really-needed-audio/
Lyon - http://www.theguardian.com/cities/2015/apr/28/end-of-the-car-age-how-cities-outgrew-the-automobile
Too many roads - http://www.citylab.com/cityfixer/2014/12/a-widely-used-planning-manual-tends-to-recommend-building-far-more-roads-than-needed/383759/ and space - http://www.planetizen.com/node/68574
MIT study on Singapore ride sharing - http://dspace.mit.edu/handle/1721.1/82904 - http://www.theatlantic.com/business/archive/2014/03/if-cars-really-could-drive-themselves-how-many-would-we-need/284549/
Collectively we spend 5.5 billion hours and burn 2.9 billion gallons of gas a year in traffic jams, as well as being responsible for 97% of road accidents on US roads (human error).
This talk will go through the agenda as follows:
Discussion of the business tradeoffs in connected vehicle and autonomous vehicles (loosely following BMC, starting with value propositions)
The importance of bootstrapping through customer segmentation
Revenue streams and channels, and the impact on major players’ ability to spend/get into market
Architecture implications of the business decisions and strategy
Wrapup with importance of non-functional requirements in this IoT case study
This is a subset of potential value propositions which may be included in a connected vehicle program. A brainstorm diagram.
Each of these could be considered a feature set within the program scope, but we notice that each has a slightly different value to a particular consumer.
OEM and supplier value is separate – this is the payer side:
What reduces OEM COGS?
What improves profitability (brand, conquest customers)? Customer lifetime value
What can I charge for? How much?
Who will pay for it?
Sample internal vision for a connected vehicle program
If we look at the value propositions, they actually lead to different architectural patterns – different projects we might frame up and build. Traditional telematics is shown as one horizontal bar, but the in-vehicle systems have come a long way in the last 5 years with much improved compute, storage and networking. Finally, we can also see a cooperative model – a mesh – which has long been a computer science topic but now has some very practical uses, like coordinated braking when an accident occurs.
The major payers in the industry each have a different take on some these basic concepts – here we show that as a progression from simpler to more advanced capabilities along a test track.
Each OEM has quite an extensive description of their interpretation of connected vehicle – fundamentally, each is trying out a business model while they are trying out feature sets. From the business side, it is not surprising that – as a bolt-on feature set to an existing market – we see a lot of joint ventures and partnerships as well as start-ups in this area. As the connected vehicle architectures evolve, we should see more coordination of changes between companies and government: who would buy a car today which does not have a NHTSA safety rating? Is that the same standard for each vehicle?
Key technologies for autonomous: automatic braking (false positives), lane detection/route following (better than GPS awareness), vehicle avoidance (how many 9’s?), powertrain optimization, external signaling/communications, driver interface (and handoff), security of operations
NHTSA - http://www.nhtsa.gov/About+NHTSA/Press+Releases/U.S.+Department+of+Transportation+Releases+Policy+on+Automated+Vehicle+Development
Canberra study - http://www.projectcomputing.com/resources/cacs/
The key belief in ADAS and autonomous is that closed-loop, sensor-driven feedback will reduce accidents. How much?
We can define a standard taxonomy of users, customers. We can the segment them based on what their buying preferences are and understand if there is a sweet spot in the value cases.
First mover may work in some small markets right now, but one thing to keep an eye on is, once you’ve proven viability of a value case, how do you scale this out to a broader fleet?
Only 55K Teslas were produced in 2015 (0.1%), 1.9% Lexus, 12% Toyota, 12% Chevrolet
There is a different value proposition in each segment, gives an upper bound on cost of solution (by knowing total addressable market)
Cheaper per mile is a factor for low-end vehicles
Sales figures by manufacturer - http://www.goodcarbadcar.net/2015/05/usa-15-best-selling-luxury-autos-april-2015-sales-figures.html
Ford Fuel Cell Vehicle – “We are working on the fuel cell stack research and development with our alliance partners: Daimler AG and the Automotive Fuel Cell Cooperation (AFCC), a Vancouver-based company owned by Ford, Daimler and Ballard.”
Looking at the revenue streams and channels for delivery establish what an upper bound might be on initial trials.
Source: http://www.detroitnews.com/story/business/autos/2015/02/22/toyota-per-car-profits-beat-ford-gm-chrysler/23852189/
Family of 4 = 6.25 vehicles per adult, 1.75 per child, $30K per vehicle average.
Value to supplier
Build platform once, sell multiple
First mover disadvantage of having to build out the network, product – potential barriers to entry (OEM’s cloning)
Telco and other sustaining costs (call center, portal, analytics, etc.) – how to bootstrap
Pricing power most important question according to Buffett. Suppliers suffer from transfer pricing (keeps price low b/c OEM can shop around)
Many examples of loss leaders/free parking where the manufacturer produced the service but accepted small/no/negative margin; it may cost $100M to get in the game
Pricing power most important question according to Buffett. Suppliers suffer from transfer pricing (keeps price low b/c OEM can shop around)
Many examples of loss leaders/free parking where the manufacturer produced the service but accepted small/no/negative margin; it may cost $100M to get in the game
An early view of message passing patterns for telematics
Image courtesy of Microsoft and Clemens Vasters - http://blogs.msdn.com/b/clemensv/archive/2014/02/10/service-assisted-communication-for-connected-devices.aspx
We’ll see that there are more patterns.
Value to traditional OEM
Value to owner less important except as to brand (when given away free) – who to bill then? Just absorb? That means we’re limited in amount of spend (probably $100s of MM per OEM but unlikely $B’s)
Warranty would have to exceed cost of system
Willing to try features (like parental monitoring) as long as new car cost can support
Sub-case – value to business partners (dealership / maintenance organizations) – CRM is a big case… but predictive maintenance may just shift value, not increase value
Sub-case – value to premium or green OEM (read: Tesla) – small market segmentation
Sensors to computation to actuators
The modeling cycle for algorithm development is very important – tuning the object identification and reaction is the key algorithm for autonomous vehicle
Sensors LIDAR, radar, ultrasound, speed/direction (other than GPS)
Compute – Nvidia; in-vehicle network CAN bus
V2V – radio/Bluetooth/near-field frequencies… common ones for V2I
Modem for certain types of comm – must have reliable transport protocol; possibly redundancy on some systems
Image courtesy Audi
Value is where you sit – “(both in terms of where you want to go and what you can actually achieve)”
More services like Bing Maps and Skype
Market validation of business model
Cloud = IoT solutions (connectors) and big data; mobile = the phone factor in the vehicle (less Windows Embedded)
IBM - http://m2m.demos.ibm.com/connectedCar.html
AT&T - https://m2x.att.com/
Uber - http://www.npr.org/sections/alltechconsidered/2016/01/21/463750503/business-travelers-often-skip-the-rental-car-use-uber-instead
CAR - http://www.cargroup.org/
NXP - http://www.nxp.com/applications/secure-connected-vehicle:SECURE-CONNECTED-VEHICLE
GENIVI – LINUX TDI in car alliance
Mercedes - http://drive-kit-plus.com/en/#s/video/siri
Google auto (Mercedes Google Projected Mode) – self-driving - http://www.extremetech.com/extreme/187438-googles-autonomous-car-gets-a-b-in-driving-test-not-great-but-better-than-most-of-us
VREP - http://www.v-rep.eu/
MIT - https://www.technologyreview.com/s/520431/driverless-cars-are-further-away-than-you-think/
Volvo - http://blog.caranddriver.com/volvo-has-a-production-viable-autonomous-car-will-put-it-on-the-road-by-2017/ & http://gpsworld.com/volvo-presents-system-for-integrating-autonomous-cars-into-traffic/ & Volvo – Hololens for buying experience - https://www.youtube.com/watch?v=DilzwF90vec
Summary of driverless - http://robohub.org/how-do-self-driving-cars-work/
Audi - http://blog.caranddriver.com/audis-driving-cup-asks-students-to-program-super-cute-teensy-audis-to-drive-autonomously/
Continental - http://articles.sae.org/10794/
Delphi - http://www.extremetech.com/extreme/203216-delphi-self-driving-car-goes-coast-to-coast-autonomously
MITRI - http://www.umtri.umich.edu/ & http://www.npr.org/sections/alltechconsidered/2015/07/31/427733153/in-michigan-a-testing-ground-for-a-future-of-driverless-cars
Setting up in silicon valley doesn’t change the business model – OEMs are transactional, not subscription – how can a Ford rent a car by the hour?