Self Driving Car - Sites@Duke · PDF fileSelf Driving Cars Auto Breaking Lane Guidance Auto...

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