What do we know about the Apple Car?
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Transcript of What do we know about the Apple Car?
APPLE CAR What do we know about changing consumer preferences and
the forces causing disruption in the automotive industry
Top conversations in the media about Millennials & Cars show that…
Why millennials aren’t driving 24% of conversation
Alternative transit methods 24% of the conversation
Challenges & costs of teens driving
20% of conversation
Technology-driven car innovations
14% of the conversation
Car models targeting young drivers
15% of conversation
Consumer attitudes are changing, particularly Millennials
Uber / Lyft
Sharing economy
Car buying experience broken
New car models for young
drivers
Costs / risks of teen driving
Autonomous driving
IoT/Connected Car technology
Millennials & money
City planning / alternative transit
Car insurance
Millennials pass on drivers licenses
Sub-topics reveal that the future of transportation won’t be as simple as traditional car ownership
Who then will address the concerns of buyers? Could Apple rise above OEMs?
A123 lawsuit about talent poaching
BMW / iCar partnership rumors
Talks with GoMentum
Station
Apple - Tesla buyout speculation
WSJ breaks story of ‘Project Titan’
Doug Betts hired from Chrysler
Auto execs react to Apple Car - “not scared”
Apple meets with California DMV
Apple building smart windshields
Apple hires NVIDIA machine learning expert
Apple poaches engineers from Mission Motors, kills startup
Apple acquires VocalIQ
WSJ reports Apple Car to arrive in 2019
Looking at news and rumors about Apple Car allow us to piece together what might be next
Apple - Tesla buyout
speculation CarPlay launched in
Geneva
WSJ breaks news on
‘Project Titan’
A123 lawsuit about talent
poaching
Apple to launch by 2019
Momentum is building, starting with the WSJ news break on ‘Project Titan’
26% of total speculation about Apple Car is driven by reports of new hires
hiring press
other press
Hiring patterns prove to be one of the strongest signals for Apple’s intent to build a car
Doug Betts - Fiat Chrysler, Global Quality
Johann Jungwirth - Mercedes Benz R&D North America
Paul Furgale - Autonomous Systems Lab, computer vision engineer
Mujeeb Ijaz - A123, CTO
Jamie Carlson - Tesla senior engineer
Megan McLain, VW, engineer, autonomous driving
Mission Motors
John Ireland - Tesla powertrain test engineer
Jonathan Chen - Nvidia, machine learning
Xianqiao Tong - Nvidia, computer vision engineer
Lech Szumilas - Delphi research scientist
Stefan Weber - Bosch ADAS engineer
Sanjay Massey - Ford connected car engineer
Count of mentions
By extracting the names of key hires, we see a focus on R&D and product talent from the auto industry
2011 Oct. 2015VocalIQ Limited builds a platform for voice interfaces for voice enable devices and applications. Its solutions are used in various applications, including smartphones, robots, cars, etc.
2013 Sept. 2015 Mapsense, Inc. offers mapping engine and developer tools to build applications for streaming datasets.
2008 May 2015Coherent Navigation Inc. develops global positioning systems which combines mid-earth orbit satellite systems with Iridium Corporation's satellite constellation in low-earth orbit.
2002 Dec. 2013 Novauris Technologies Ltd develops server-based and embedded speech recognition systems to OEMs.
2004 July 2013Hopstop.com, Inc. operates a pedestrian navigation service that provides door-to-door walking, biking, transit, taxi, and hourly car rental directions
2011 March 2013 (20M)
Wifislam, Inc. develops location-based applications with microlocation ability. It offers Positioning SDK that makes accurate indoor positioning easy
2007 July 2011 (155M)
C3 Technologies AB provides detailed 3D city visualization solutions for the Web mapping industry.
Founded M&A
Recent M&A activity also indicates that navigation could play a central role in the Apple Car
But competitors are boldly dismissing the threat and have caught the ear of journalists
“ I couldn’t type on it [the iPhone] and I still can’t type on it, and a lot my friends can’t type on it…It’s hard to type on a piece of glass.
” Mike Lazardis Former co-CEO, Research in Motion
We’ve seen this type of response to Apple before
…will car companies be next?
“ If there were a rumor that Mercedes or Daimler planned to start building smartphones then they would not be sleepless at night. And the same applies to me.
” Dieter Zetsche CEO, Mercedes-Benz
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