Who will become tomorrow's mobility providers?

Transcription

1 Autonomous vehicle webinar, March 24th 2016 Who will become tomorrow's mobility providers? Speakers Benoit Chevalier Viviane Chilton

2 The autonomous vehicles landscape Patent and non-patent data analysis

3 The autonomous vehicle is capable of going from point A to B without human intervention.

4 What is at stake with the autonomous vehicles? Why are they so important? More security roadway capacity A vehicle capable of going from point A to B without human intervention. physical space energy efficiency

5 Self-driving is the topic of conversation everywhere be a game changer complete autonomy in approximately two years on the way to accidentfree driving Robin Li Baidu CEO Elon Musk Tesla CEO Dieter Zetsche Daimler CEO A vehicle capable of going from point A to B without human intervention. Source : Google Trends

6 An autonomous vehicle must know where it is, sense what surrounds it and decide what will be the next move Hardware + Software + Service Video cameras Lidar GPS Radar sensors Central computer Ultrasonic sensors

7 More than 1,300 patent families alive since 2004 And 1,700 scientific publications Focus on the highest autonomy levels Patents Articles and 2015 incomplete

8 Automotive players have taken the lead 50% patents applied by an automotive company

9 One autonomous vehicle two different roads

10 Automotive players Recent patent applications cover mainly incremental innovations. Bosch Park assist Steering assist Recent patent publication from Intellixir General Motors Security Anti-collision Recent patent publication from Intellixir

11 New entrant Google gets into the market with a disruptive approach. GOOGLE Recent patent publication from Intellixir Bad weather conditions Behavior determination Switch manual/automatic driving mode

12 New entrants Behind Google, a forest of new players with new rules. START-UPS nutonomy [US] NEURALA [US] COGNIVUE [CA] NEYA SYSTEMS [US] CRUISE AUTOMATION [US GENOVA ROBOT [IT] ROBO TEAM [ISRAEL] OTTOMATIKA [US] PRECISE PATH ROBOTICS [US]. IT IBM NOKIA HERE CISCO BAIDU MICROSOFT INTELLIGENT TECHNOLOGIES INTERNATIONAL TOPCON SERVICES ZIPCAR [US] UBER [US] MOBIAG [PT] HOPON [US] INTEGRITY VEHICLE SOLUTIONS [US] WILMINGTON TRUST [US] HARTFORD FIRE INSURANCE [US]

13 Beyond patents, skills transfer. Ford Hyundai Tesla Managers Google Carnegie Mellon Scientists & Patent inventors 50 Uber Important movements of employees VW BMW Volvo Scientists & Patent inventors 10 Tesla Google Managers Continental

14 What are the first conclusions? Incremental Disruptive Two visions BOSCH FIAT VW CONTINENTAL NISSAN RENAULT TOYOTA GOOGLE APPLE BAIDU UBER Maintain the value chain Smooth changes for users Enter a new market Offer new services

15 Prospective: The different futures for transportation, autonomous and shared According to a Deloitte study Graphic: Deloitte University Press DUPress.com

16 The bet: consumers will easily spend $10 for a ride with an autonomous vehicle sooner than spending $20,000 for the same vehicle Google, Baidu, Uber, Apple TESTING Google Baidu Uber COLLABORATING Ford and Google Baidu and BMW Uber and US Universities First test on open road (2015) First test on open road (2015) 2,000,000 km ( ) PROTECTING

17 Key signal Some car manufacturers converge into service suppliers. Ford A Spotify subscription for car ownership Ford is a mobility provider, not just a vehicle manufacturer. General Motors 500$M to develop ridesharing There's this interesting middle ground between public transport and private taxis or car hailing services, where you want something a little cheaper than a taxi or Uber ride, but you don't want to take the bus. Ken Washington Vice president of research and advanced engineering FORD LYFT

18 Who s really behind the autonomous vehicles technology? Who are the other winners? Top assignees Patent Families ROBERT BOSCH 79 GENERAL MOTORS 66 SAMSUNG 41 MICROSOFT 40 NISSAN MOTOR 37 PANASONIC 35 MAGNA ELECTRONICS 33 GOOGLE 30 FORD GLOBAL TECHNOLOGIES 29 TOYOTA MOTOR 29 DENSO 29 SONY 27 MOBILEYE 23 HONDA 23 Top assignees Patent Families SICK 32 GOOGLE 30 DENSO 20 ROBERT BOSCH 17 GENERAL MOTORS 15 LEDDARTECH 12 IBEO 10 TRILUMINA 8 FORD 8 CHERY AUTOMOBILE 7 QUANERGY 6 FARO TECHNOLOGIES 6 CONTINENTAL TEVES 5 VOLKSWAGEN 5 LEICA GEOSYSTEMS 5 ASC 4 OMRON 4 VELODYNE 4 DELPHI 21 DATA FUSION Top assignees Patent Families HERE 119 GARMIN 44 TOMTOM 37 ELEKTROBIT 28 DENSO 19 GOOGLE 19 AISIN 17 TELE ATLAS 17 MITSUBISHI ELECTRIC 15 ROBERT BOSCH 13 PANASONIC 10 VECTOR INFORMATIK 10 MITAC 10 PROCESSING Top assignees Patent Families TEXAS INSTRUMENTS 283 NVIDIA 279 RENESAS ELECTRONICS 169 NXP 101 ANALOG DEVICES 51 XILINX 44 CADENCE DESIGN SYSTEMS 27

19 Who will first become tomorrow's mobility provider?

20 How to assess the candidates? Winners will be: The first to master and claim ownership of an autonomous vehicle service. Acquiring missing knowledge Patent application Preparing its position within the new value chain Building experience project and relevant partnership through ambitious

21 Landscape from a standard patent assessment HERE GENTEX AISIN PATENT QUALITY VOLVO TOYOTA FORD SICK HONDA INTEL AUDI GM GOOGLE MOBILEYE CARNEGIE MELLON INTELLIGENT TECH INTER BOSCH CONTINENTAL NISSAN BMW VALEO VOLKSWAGEN HYUNDAI Source : Questel Consulting PATENT VALUE

22 Who will first become the future mobility provider? How? By adding information regarding investments, acquisitions and impact on the market And the landscape is quite different. LEVEL OF MATURITY BOSCH Other companies GOOGLE AUDI DELPHI TESLA VOLVO GM FORD BAIDU UBER Source : Questel Consulting INNOVATION CAPACITY

23 The positions are not yet set. The race is on!

24 Why are we different? We are exhaustive. We are focused. We are experts. We are customized.

25 Contact us Viviane Chilton vchilton@questel.com