-AttorneyAutomotive Confidential- Technology and IP Outlook3LP Advisors April 2016 Strategy and Technology M&A 3LP Intellectual Property Strategy and M&A for Technology and IP Boston | Silicon Valley Copyright 3LP Advisors - 2008 www.3lp.com Copyright 3LP Advisors - 2016 Email:
[email protected] Telephone: (617) 248-0030 -Attorney Confidential- 3LP Advisors Technology is transforming the automotive industry The Connected Car The Electric Car The Self-Driving Car The Shared Car The car as a wireless device, The car that is powered electrically The car that drives autonomously The car as a service computer, and entertainment system Connected Car Global Electric Vehicle % of Cars Partially Ridesharing Services Revenues ($B) 50 Global Sales 300 or Fully 25 Revenue ($B) 4 (thousands of cars) Autonomous 45 250 40 20 3 35 200 30 15 25 150 2 20 10 100 15 1 10 5 50 5 0 0 0 0 2010 2012 2014 2016 2018 2010 2011 2012 2013 2014 2015 2020 2025 2030 2035 2014 2015 Sources: SBD automotive; BCG; Research and Markets; http://aswathdamodaran.blogspot.com/2015/10/the-ride-sharing-business-playing-pundit.html Copyright 3LP Advisors - 2016 2 -Attorney Confidential- 3LP Advisors Technologies from other industries are driving this change Automotive technologies on What the auto Where the technologies the rise (examples) industry is saying originated (not automotive) “Visteon is investing in in-car technology… 5G wireless communications: which will enable automakers to quickly Semiconductors transition to 5G without having to tear up Telecommunications used for connected car the vehicle architecture.” systems -Martin Green, Telematics & Connected Mobile Devices Car Technology Manager at Visteon (SAE, Internet of Things 2016) “Many in the industry are concluding that LiDAR: sensory technology you need a LiDAR sensor on each of the Aviation (e.g., gyroscopes) used for four corners of the vehicle, with a 120° Geology sweep.