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The State of Auto Tech

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This webinar analyzes the corporations working on auto tech initiatives, the startups looking to transform the future of transport, and more. Want the full report? Get it here: http://cbi.vc/2aevNcu

Publicada em: Indústria automotiva
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The State of Auto Tech

  1. 1. CBINSIGHT S July 21, 2016 THE STATE OF AUTO TECH kwu@cbinsights.com @cbinsights
  2. 2. 4 Join the conversation Share your favorite insights & data points on Twitter @cbinsights #autotech
  3. 3. ABOUT CB INSIGHTS A unique combination of data science and machine learning to help you see what’s next 5 About CB Insights Backed by RSTP and the National Science Foundation, CB Insights uses data science and machine learning to help our customers predict what’s next—their next customer, their next investment, the next market they should attack, the next move of their competitor or the next company they should acquire. The world’s leading global corporations including the likes of Cisco, Salesforce, Castrol and Gartner as well as top tier VCs including, NEA, Upfront Ventures, RRE, and FirstMark Capital rely on CB Insights to make decisions based on data, not decibels. To make your life easier, visit http://www.cbinsights.com ”A detailed discussion of data collection and how the company parses them is written by CB Insights’ data scientists; it convincingly tells the story of scalability and accuracy for what they call “The Cruncher.” From “Predictive Analytics And Novel Visualization Draw Customers To 'Must Have' Data” published April 8, 2015
  4. 4. ABOUT OUR PRESENTER – KERRY WU 6 @kerrygwu kwu@cbinsights.com • Tech Industry Analyst, CB Insights • Focuses on automotive, logistics, and transportation tech research • Published research and data analysis has been featured in The New York Times, WSJ, Financial Times, Quartz and Bloomberg, among other major media outlets • Previously management consultant with Simon-Kucher & Partners • Graduate of Columbia University with B.S. in Operations Research and Economics
  5. 5. @cbinsights #autotech IN THE NEXT 30-45 MINUTES, WE’LL COVER… 7 1 Private Markets Activity In Auto Tech Funding activity, trends, and investors 2 Corporations Competing In Autonomous Vehicles Tech corporate developments and major automakers’ responses 3 Startups Gearing Up How startups are tackling the autonomous challenge 5 Open Questions Around Autonomous Tech Consumer attitudes and outstanding concerns 4 Developments In Trucking & Logistics How auto tech trends are evolving in trucking & logistics industries 7 Questions For The Future 6 Impacts & Opportunities Business model disruptions & opportunities in adjacent ecosystems
  6. 6. @cbinsights #autotech AGENDA 8 1 Private Markets Activity In Auto Tech Funding activity, trends, and investors 2 Corporates Competing In Autonomous Vehicles Tech corporation developments and automakers’ responses 3 Startups Gearing Up How startups are tackling the autonomous challenge 5 Open Questions Around Autonomous Tech Consumer attitudes and outstanding concerns 4 Developments In Trucking & Logistics How auto tech trends are evolving in trucking & logistics industries 7 Questions For The Future 6 Impacts & Opportunities Business model disruptions & opportunities in adjacent ecosystems
  7. 7. 9 WHAT IS AUTO TECH (AS WE DEFINE IT?)  Application of software and technology to improve the performance, efficiency, safety, and connectivity of vehicles.  Excludes powertrains and the industrial aspect of auto manufacturing, e-commerce (used car marketplaces), or on- demand services (Uber, on-demand mechanics, etc.)
  8. 8. @cbinsights #autotech MAJOR CATEGORIES WE’RE LOOKING AT IN AUTO TECH 10 *Includes “full stack” startups designing autonomous-native vehicles from the ground up  Assisted Driving / Autonomous Software*  Fleet Telematics  Vehicle-to-Vehicle (V2V) and Vehicle-to-Anything (V2X) Communication  Driver Safety Tools  Driving Data / Connected Car  Vehicle Cybersecurity
  9. 9. @cbinsights #autotech INVESTMENT INTO PRIVATE AUTO TECH COMPANIES ON PACE FOR RECORD YEAR 11 At the current run rate, both deals and dollars into auto tech companies are set to reach record levels in 2016, with deals hitting fresh highs for the second year running. Source: CB Insights $197 $100 $663 $353 $478 $450 18 15 37 34 56 36 68 2011 2012 2013 2014 2015 2016 YTD AutoTech Annual Global Financing History 2011 - 2016YTD(7/13/2016) Investment (M) Proj. Investment (M) Deals $847 (Full-Year Projection)
  10. 10. @cbinsights #autotech 60% 15% 7% 18% AutoTech Global Deal Share By Stage 2011 - 2016YTD(7/13/2016) Early Stage Mid Stage Late Stage Other* INVESTMENT INTO PRIVATE AUTO TECH COMPANIES ON PACE FOR RECORD YEAR 12 Auto tech as a sector is still maturing, with 60% of deals done at early stage (seed to Series A). *Includes corporate minority, private equity, unattributed VC and convertible note rounds Source: CB Insights
  11. 11. @cbinsights #autotech GEOGRAPHY: CALIFORNIA LEADS, BUT STRONG ACTIVITY INTERNATIONALLY 13 Californian auto tech startups have seen nearly 70 deals since 2011, but international companies are establishing a strong presence as well. Source: CB Insights 0 10 20 30 40 50 60 70 California International Washington New York Virginia South Carolina Massachusetts Washington, DC AutoTech Deals by Geography 2011 - 2016 (7/13/2016) Deals
  12. 12. @cbinsights #autotech DIVERSE GROUP OF INVESTORS LOOKING INTO AUTO TECH 14 Note: investor group is not exhaustive Source: CB Insights Accelerators Generalist VCs Mobility-focused VCs Corporations Corporate VCs
  13. 13. @cbinsights #autotech STARTUPS NOW ADDRESSING WIDE ARRAY OF AUTOMOTIVE APPLICATIONS AND SOLUTIONS 15 Source: CB Insights
  14. 14. @cbinsights #autotech AGENDA 16 1 Private Markets Activity In Auto Tech Funding activity, trends, and investors 2 Corporates Competing In Autonomous Vehicles Tech corporation developments and automakers’ responses 3 Startups Gearing Up How startups are tackling the autonomous challenge 5 Open Questions Around Autonomous Tech Consumer attitudes and outstanding concerns 4 Developments In Trucking & Logistics How auto tech trends are evolving in trucking & logistics industries 7 Questions For The Future 6 Impacts & Opportunities Business model disruptions & opportunities in adjacent ecosystems
  15. 15. @cbinsights #autotech WITH ENTRANCE OF TECH PLAYERS, COMPETITION IS MORE MULTI-DIMENSIONAL THAN EVER BEFORE 17 Source: McKinsey
  16. 16. @cbinsights #autotech 18 Source: Google Self-Driving Car Project • Auto efforts remain “moonshot” project under Alphabet’s X subsidiary (previously Google X) • Recently hired first general counsel, still pursuing full autonomy (NHTSA level 4) • Partnered with Fiat Chrysler in May 2016 to start limited trials on 100 Pacifica minivans • 34 in-house prototypes and 24 retrofitted Lexus RX SUV as of June 2016 • Still restricted to urban environments, but recently expanded to Washington (wet/rainy) and Arizona (hot/dusty) @cbinsights #autotech
  17. 17. @cbinsights #autotech 19 Sources: Tesla, Recode • Semi-autonomous (NHTSA level 2) Autopilot deployed to over 70,000 vehicles as of May 2016 • Upcoming Model 3 includes Autopilot hardware in all vehicles, software optional • Model 3 has garnered 350,000+ preorders, scheduled to enter production in late 2017 • CEO Elon Musk has projected fully autonomous technology to be ready by 2018 to 2109 • Recent accidents involving Autopilot has prompted NHTSA to open investigation @cbinsights #autotech
  18. 18. @cbinsights #autotech 20 Sources: WSJ, WSJ • “Project Titan” continues, but allegedly suffered setbacks in early 2016 • Project lead departed for personal reasons, rumored hiring freeze put in place • Company reported to be looking for 800,000 sq ft of real estate in May 2016 • Hirings from Tesla, CMU, Nvidia, etc. point towards EV with autonomous functions • $1B investment to Didi Chuxing in May 2016 has driven speculation, though still unclear • Launch target said to be around 2019 to 2020 @cbinsights #autotech
  19. 19. @cbinsights #autotech TECH NO LONGER HOLDS A MONOPOLY ON SELF-DRIVING DEVELOPMENT 21 Source: CB Insights Trends
  20. 20. @cbinsights #autotech BIG AUTO LEAVING NO STONE UNTURNED WITH ORGANIC R&D, TECH INVESTMENTS, M&A, AND PARTNERSHIPS 22 Source: CB Insights MAJOR AUTOMAKERS R&D PartnershipsPrivate Markets Investment M&A MAJOR AUTOMAKERS R&D PartnershipsPrivate Markets Investment M&A
  21. 21. @cbinsights #autotech MAJOR AUTOMAKERS RAMPING UP IN-HOUSE AUTO TECH R&D BUDGETS AND INITIATIVES 23 Sources: WSJ, Auto News, Manufacturing & Engineering, Reuters, The Verge HIRINGSINITIATIVES
  22. 22. @cbinsights #autotech WHERE BIG AUTO COMPANIES ARE INVESTING: AI, MAPPING, ELECTRIFICATION AND MORE 24 Source: CB Insights
  23. 23. @cbinsights #autotech RATE OF AUTOMAKERS’ TECH PARTNERSHIPS AND ACQUISITIONS ALSO INCREASING 25 Source: CB Insights
  24. 24. @cbinsights #autotech 26 Sources: CB Insights, WSJ • Will roll out indigenous Super Cruise on new Cadillac flagship in 2017 • Chevy Bolt EVs already in testing with Cruise Automation tech • Limited trial of autonomous Bolts planned with Lyft “within a year” • Has launched Maven personal mobility & car-sharing brand KEY INITIATIVES • ($500M Corporate Minority) • (Undisclosed Asset Sale) • (Acquisition) RECENT TECH PARTNERSHIPS, INVESTMENTS, AND M&A @cbinsights #autotech
  25. 25. @cbinsights #autotech 27 Sources: CB Insights, BMW • Debuted new cabin tech and Active Driving Assistant in 2016 7 Series • Repositioned i sub-brand to focus on autonomous driving in May 2016 • Self-driving “iNEXT” flagship slated for production by 2021 KEY INITIATIVES • (Partnership) • (Acquisition w/ Audi, Daimler) • (Corp. VC Investment) • (Partnership) RECENT TECH PARTNERSHIPS, INVESTMENTS, AND M&A @cbinsights #autotech
  26. 26. @cbinsights #autotech 28 Sources: CB Insights, Auto News • Sharp about-face in late 2015 after holding out against self-driving tech • Heavily investing in Toyota Research Institute as well as university partners • Hired former US DoD and Google robotics managers for TRI lab KEY INITIATIVES • ($50M Research Centers) • ($8.2M Corp. Minority) • (Undisclosed Corp. Minority) • (Partnership) RECENT TECH PARTNERSHIPS, INVESTMENTS, AND M&A @cbinsights #autotech
  27. 27. @cbinsights #autotech LARGE GROUP OF OTHER CORPORATIONS DEVELOPING SIMILAR PROGRAMS 29 Source: CB Insights
  28. 28. @cbinsights #autotech AGENDA 30 1 Private Markets Activity In Auto Tech Funding activity, trends, and investors 2 Corporations Competing In Autonomous Vehicles Tech corporate developments and major automakers’ responses 3 Startups Gearing Up How startups are tackling the autonomous challenge 5 Open Questions Around Autonomous Tech Consumer attitudes and outstanding concerns 4 Developments In Trucking & Logistics How auto tech trends are evolving in trucking & logistics industries 7 Questions For The Future 6 Impacts & Opportunities Business model disruptions & opportunities in adjacent ecosystems
  29. 29. @cbinsights #autotech BEYOND CORPORATES: STARTUPS BECOMING SERIOUS FORCE IN AUTONOMOUS TECH 31 Source: CB Insights GM-Cruise Acquisition March 2016
  30. 30. @cbinsights #autotech 32 “Many of the papers, data sets, and software tools related to deep learning have been open sourced. This has had a democratizing effect, allowing individuals and small organizations to build powerful applications… This ‘WhatsApp effect’ is now happening in AI.” Chris Dixon Partner, Andreessen Horowitz Source: Chris Dixon via Medium @cbinsights #autotech
  31. 31. @cbinsights #autotech SOME STARTUPS WORKING TO IMPROVE (HUMAN) DRIVER SAFETY AND AWARENESS NOW… 33 Source: CB Insights Company Disclosed Funding Description $50M Smartphone-based backup camera $26.5M Smartphone-driven heads-up display (HUD) $5M Smartphone-driven AR dashcam $0.5M Integrated navigation & dashcam HUD N/A Smartphone-driven (HUD)
  32. 32. @cbinsights #autotech …WHILE OTHERS DEVELOPING DIRECT ASSISTANCE AND SELF-DRIVING TECH 34 Source: CB Insights Company Disclosed Funding Description $200M Stealth autonomous vehicle company $19.6M Urban environment autonomous software company $12M Stealth autonomous software company $8.1M ADAS / autonomous software company $3.1M Aftermarket autonomous kit developer $2.7M Urban environment autonomous software company (Comma.ai)

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