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Page 1: Self Driving Car - Sites@Duke · PDF fileSelf Driving Cars Auto Breaking Lane Guidance Auto Parking Cruise Control Fully Autonomous self driving cars

Self Driving Car

Page 2: Self Driving Car - Sites@Duke · PDF fileSelf Driving Cars Auto Breaking Lane Guidance Auto Parking Cruise Control Fully Autonomous self driving cars

Self Driving Cars

Auto BreakingLane GuidanceAuto ParkingCruise Control

Fully Autonomous self driving

cars

Page 3: Self Driving Car - Sites@Duke · PDF fileSelf Driving Cars Auto Breaking Lane Guidance Auto Parking Cruise Control Fully Autonomous self driving cars

90% death reduction

Value Proposition

Decrease Commute Times

Major Emission Reduction

Sources: The Economist, TechCrunch, Forbes

Page 4: Self Driving Car - Sites@Duke · PDF fileSelf Driving Cars Auto Breaking Lane Guidance Auto Parking Cruise Control Fully Autonomous self driving cars

$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

Page 5: Self Driving Car - Sites@Duke · PDF fileSelf Driving Cars Auto Breaking Lane Guidance Auto Parking Cruise Control Fully Autonomous self driving cars

Advanced Sensors & Reaction Time

Page 6: Self Driving Car - Sites@Duke · PDF fileSelf Driving Cars Auto Breaking Lane Guidance Auto Parking Cruise Control Fully Autonomous self driving cars

Increase in usable land◇ Decrease in cost of land ◇ Increase living options

Page 7: Self Driving Car - Sites@Duke · PDF fileSelf Driving Cars Auto Breaking Lane Guidance Auto Parking Cruise Control Fully Autonomous self driving cars

Market Segmentation

Shared◇ Fleets◇ Taxi Services◇ Public transportation

Individuals◇ Early Adopters◇ Elderly/Handicapped◇ Parents

Page 8: Self Driving Car - Sites@Duke · PDF fileSelf Driving Cars Auto Breaking Lane Guidance Auto Parking Cruise Control Fully Autonomous self driving cars

Source:Grand View Research

Page 9: Self Driving Car - Sites@Duke · PDF fileSelf Driving Cars Auto Breaking Lane Guidance Auto Parking Cruise Control Fully Autonomous self driving cars

RegulatoryEthical Issues International

Page 10: Self Driving Car - Sites@Duke · PDF fileSelf Driving Cars Auto Breaking Lane Guidance Auto Parking Cruise Control Fully Autonomous self driving cars

Regulatory Country-wide State-wide

Source: National Highway Traffic Safety Administration, United States Department of Transportation

Page 11: Self Driving Car - Sites@Duke · PDF fileSelf Driving Cars Auto Breaking Lane Guidance Auto Parking Cruise Control Fully Autonomous self driving cars

Regulatory Future

Optional Self-Driving

Cars

Mandatory Self-Driving

Cars

Page 12: Self Driving Car - Sites@Duke · PDF fileSelf Driving Cars Auto Breaking Lane Guidance Auto Parking Cruise Control Fully Autonomous self driving cars

Competitive Analysis

Page 13: Self Driving Car - Sites@Duke · PDF fileSelf Driving Cars Auto Breaking Lane Guidance Auto Parking Cruise Control Fully Autonomous self driving cars

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

Page 14: Self Driving Car - Sites@Duke · PDF fileSelf Driving Cars Auto Breaking Lane Guidance Auto Parking Cruise Control Fully Autonomous self driving cars

Tesla - The Tesla Network

◇ Absence of Lidar◇ Ride-share market

Strength: Identifying lanesWeakness: city-driving

◇ Waiting on regulatory factors

Page 15: Self Driving Car - Sites@Duke · PDF fileSelf Driving Cars Auto Breaking Lane Guidance Auto Parking Cruise Control Fully Autonomous self driving cars

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

Page 16: Self Driving Car - Sites@Duke · PDF fileSelf Driving Cars Auto Breaking Lane Guidance Auto Parking Cruise Control Fully Autonomous self driving cars

Uber

◇ Driver in car ◇ Pilot programs in effect

Weakness: city-drivingWeakness: bridgesStrength: Command over ride-hailing market

Page 17: Self Driving Car - Sites@Duke · PDF fileSelf Driving Cars Auto Breaking Lane Guidance Auto Parking Cruise Control Fully Autonomous self driving cars

Important forms of IP

Patent TradeSecrets

Page 18: Self Driving Car - Sites@Duke · PDF fileSelf Driving Cars Auto Breaking Lane Guidance Auto Parking Cruise Control Fully Autonomous self driving cars
Page 19: Self Driving Car - Sites@Duke · PDF fileSelf Driving Cars Auto Breaking Lane Guidance Auto Parking Cruise Control Fully Autonomous self driving cars

Litigation

Waymo vs Uber

# of lawsuits

Page 20: Self Driving Car - Sites@Duke · PDF fileSelf Driving Cars Auto Breaking Lane Guidance Auto Parking Cruise Control Fully Autonomous self driving cars

Source: IP Watchdog

Page 21: Self Driving Car - Sites@Duke · PDF fileSelf Driving Cars Auto Breaking Lane Guidance Auto Parking Cruise Control Fully Autonomous self driving cars

IP Comparison

Page 22: Self Driving Car - Sites@Duke · PDF fileSelf Driving Cars Auto Breaking Lane Guidance Auto Parking Cruise Control Fully Autonomous self driving cars

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

Page 23: Self Driving Car - Sites@Duke · PDF fileSelf Driving Cars Auto Breaking Lane Guidance Auto Parking Cruise Control Fully Autonomous 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

Page 24: Self Driving Car - Sites@Duke · PDF fileSelf Driving Cars Auto Breaking Lane Guidance Auto Parking Cruise Control Fully Autonomous self driving cars

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

Page 25: Self Driving Car - Sites@Duke · PDF fileSelf Driving Cars Auto Breaking Lane Guidance Auto Parking Cruise Control Fully Autonomous self driving cars

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

Page 26: Self Driving Car - Sites@Duke · PDF fileSelf Driving Cars Auto Breaking Lane Guidance Auto Parking Cruise Control Fully Autonomous self driving cars

Entrance and Expansion

Premium US market

Volume US market Global

Market

Source: BCG, Ford

Page 27: Self Driving Car - Sites@Duke · PDF fileSelf Driving Cars Auto Breaking Lane Guidance Auto Parking Cruise Control Fully Autonomous self driving cars

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

Page 28: Self Driving Car - Sites@Duke · PDF fileSelf Driving Cars Auto Breaking Lane Guidance Auto Parking Cruise Control Fully Autonomous self driving cars

Global Market

Sources:BCG

◇ Market Size = $77 Billion◇ Fastest Adopters = Western Europe and Japan

Page 29: Self Driving Car - Sites@Duke · PDF fileSelf Driving Cars Auto Breaking Lane Guidance Auto Parking Cruise Control Fully Autonomous self driving cars

Conclusion

Work for the GoliathsComplementary Services Startups

Page 30: Self Driving Car - Sites@Duke · PDF fileSelf Driving Cars Auto Breaking Lane Guidance Auto Parking Cruise Control Fully Autonomous self driving cars