Disruption Battle for the Autonomous Vehicle: A CES 2016 Story
January 22, 2016 | Yole DéveloppementEstimated reading time: 2 minutes
It became clear to the Yole Développement (Yole) team at the Consumer Electronics Show (CES) in Las Vegas, Nevada, at the start of 2016 that the autonomous vehicle industry is a battlefield. Thanks partly to the recently published Yole’s report, “Sensors and Data Management for Autonomous Vehicles”, we can tell you where the front lines are.
In this report, the “More than Moore” market research and strategy consulting company, Yole highlighted that the market for sensor modules for autonomous cars is expected to grow from $3 billion in 2015 to more than $35 billion in 2030. Car manufacturers and tech companies are therefore watching this business closely. Peak hype was reached last week when car makers took over CES. People thought they were attending some kind of rebranded Automotive Show. This is not just a one-time thing – car makers’ presence grows every year. In our last report we called the automotive industry “the next consumer electronic market”.
Automotive is one of the most complicated markets. It combines low margins, long life cycles, complex industrial chains, risk, and high levels of regulation. It is torn by three revolutions at once: Electrical Vehicles (EVs); Autonomous Driving (AD); and the car-sharing movement. These revolutions are felt in three large industries: car manufacturing; Silicon Valley’s Internet business; and semiconductors.
Key car-sharing players are Uber, Lyft, and Didi Kuaidi, valued at over $50 billion, $5.5 billion and $16.5 billion respectively. Their movement changes the automotive industry landscape, fulfilling a new type of “on-demand” role. General Motors has invested $500 million in Lyft. Didi Kuaidi, the Chinese service, has announced that it has provided a billion rides in China alone. The sharing economy is transforming the way we use transportation – and traditional car makers have clearly understood the threat.
Tesla is prominent in EVs, disrupting both the energy and automotive industries, and now targeting AD in its future vehicles. It has recently presented some features, including autopilot and cars that come when called, that should set the standard for the whole industry. Autonomous driving is also important for Silicon Valley companies like Google and possibly Apple. The promise of reducing the number of crashes, pollution and traffic, and allowing in-car entertainment and/or productivity is definitely exciting.
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