Most incumbent car makers believe that today’s semi-autonomous cars will evolve incrementally. By 2020, GM, Tesla, Daimler and Volvo expect their cars to be able to take control of discrete driving tasks - such as motorway driving - but allow the driver to retain overall control.
By contrast, Google is betting on a more disruptive strategy. By 2020, Google expects its fully autonomous robot car - which has no steering wheel or pedals - to be commercially available. Ford has a similar strategy.
In this report, we look at Autonomous vehicles, its players, trends, industry analysis, value chain, and valuation.
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- About our Thematic Research Ecosystem
- GlobalData has developed a unique thematic methodology for valuing technology, media and telecom companies based on their relative strength in the big investment themes that are impacting their industry. Whilst most investment research is underpinned by backwards looking company valuation models, GlobalData’s thematic methodology identifies which companies are best placed to succeed in a future filled with multiple disruptive threats. To do this, GlobalData tracks the performance of the top 600 technology, media and telecom stocks against the 50 most important themes driving their earnings, generating 30,000 thematic scores. The algorithms in GlobalData’s “thematic engine” help to clearly identify the winners and losers within the TMT sector. Our 600 TMT stocks are categorised into 18 sectors. Each sector scorecard has a thematic screen, a risk screen and a valuation screen. Our thematic research ecosystem has a three-tiered reporting structure: single theme, multi-theme and sector scorecard. This report is a Single Theme report, offering in-depth research into a specific theme. It identifies winners and losers based on technology leadership, market position and other factors.
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