transportation & car business in usa, nov 10, 2015

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  • Transportation&CarBusinessinUSAOverview,Events&OpportunitiesHartti SuomelaNovember10,2015

  • TransportationLandscapeinUSA

    Transportation/TransitlandscapeismuchmorefragmentedinU.S.thaninFinland Regulationonfederal,stateandmunicipalitylevels Serviceprovidersandotherplayersareamixoffederal,stateandmunicipalitylevelactorsinadditiontomanycommercial(private)organizations

    Publictransportationowned,constructedandmaintainedbylocal&stategovernments Biggestexception:(Federallyowned)Amtrak

    AverageAmericanspends101minutesperdaydriving(HarvardHealthWatch,2013)

    AverageAmericancommuterspends38hoursyearlystuckintraffic InWashingtonD.C.,LosAngelesandSanFranciscotheaverageisover60hours!

    11/10/15 Finpro2

  • DrivingStillDominates:MethodsofCommutinginUSA(2012)

    11/10/15 Finpro3

    Driving86.1%

    Publictransportation5%

    Walking2.8%

    Other(incl.biking)1.7%

    Workfromhome4.3%

  • SomeU.S.CarIndustryNumbers

    Thereare1.3people (including everyone) foreverycarinU.S.(Wards study2011) About240millioncarsinU.S.

    Totalvehiclesalesin2014inU.S.:16.5million 90,000-120,000plug-invehiclesweresoldinU.S.in2014(lessthan1%ofallsales) NissanLeafthemostcommon:30,000+

    Costofowningandoperatingacarisabout$8,700annually(typicalsedan,15,000miles) Hasdecreasedslightlyduetodeclinesingaspricesandfinancecharges

    32,719peoplediedinmotorvehiclecrashesintheUSin2013(estimatedeconomiccostof$242B) TrendisupL

    Self-drivingcarsareestimatedtobean$87Bopportunity

  • 11/10/15 Finpro5

  • CompaniesNotNamedGoogleWorkingonAutonomousCars

    11/10/15 Finpro6

  • CarIndustryAcrosstheU.S.

    TheU.S.autoindustrycapitalisstillDetroit,Michigan Belowthestatesarerankedbythetotalnumberof jobsperstate

    11/10/15 Finpro7

  • 11/10/15 Finpro8

  • SiliconValley&CarIndustry

    11/10/15 Finpro9

  • NewandEmergingPlayersinSmartTransportation(smallselection)

    Ondemandrides:Uber,Lyft,Cabify,RubyRide (,Gett,Hailo,Yaxi,uniCabs,Flywheel) Ridesharing:(Uber, Lyft),RelayRides,RidePal,Hitch,Zagster (bicycles),Sidecar,Ridescout,WeCarpool,Sunyride,SplitTechnologies (acquiredFinnishAjelo /Kutsu+in2014),Arrive

    Urbanmasstransit:LeapTransit,Wundercar Parkingimprovements:VoicePark,Luxe,ParkWhiz,ValetAnywhere,ParkAround,Smartpark

    Carconnectivity:Vinli Singlepersontransportation: (Segway),Onewheel,motorizedskateboards, scooters, Motorized/Electricbicycles:FaradayBicycles,ScootNetworks,LightningMotorcycle,KarmicBikes

    Transitplanning:Transitmix,Mozio,Zendrive,Roadify,Geniusly,Arrive.by,Placemeter ChargingSolutions:EVConnect Intelligentpublictransitrouteplanning:GoogleMaps,Hopstop, Nextbus

    11/10/15 Finpro10

    Turo

  • 11/10/15 Finpro11

  • StartupsUnbundlingtheCar

    11/10/15 Finpro12

    Source:https://www.cbinsights.com/blog/startups-drive-auto-industry-disruption/

  • VCInvestmentstoAutoTechnology

    11/10/15 Finpro13

  • WhereInvestmentsAreDone?

    11/10/15 Finpro14

  • WhoAretheMostActiveInvestors?

    11/10/15 Finpro15

  • WhereCarCompaniesAreInvesting?

    11/10/15 Finpro16

    Source:https://www.cbinsights.com/blog/auto-industry-startup-investing/

  • USAtradeshows2016

    TUConsumerTelematicsShow, January5,LasVegashttp://www.tu-auto.com/cts/ CES,January6-9,LasVegas,http://www.cesweb.org Carsgetmorevisibilityeveryyear(carareaforCES2016soldout fast) Allmajormanufacturerspresent

    TUAutomotive Cybersecurity,March29-20,Detroithttp://www.tu-auto.com/cyber-security/

    TUAutomotive Detroit,June8-9,Detroit,http://www.tu-auto.com/detroit/ ConnectedCarExpo,Novemberhttp://connectedcarexpo.com/

    Others Renesas Devcon,http://renesasdevcon.com/ ConnectedTransportation (simultaneously withIoT Evoluton) notworthit

  • 11/10/15 Finpro18

  • OtherTopicsofInterest

    Developerofferings Hackathons,forexampleToyotahttp://toyota-itc-hackathon.devpost.com/ Developerprograms,forexampleFordhttps://developer.ford.com/ andGMhttps://developer.gm.com/

    OEMtechincubatorprograms, forexampleJaguarLandroverhttps://www.jlrtechincubator.com/

    Techstars Mobilityhttp://www.techstars.com/programs/mobility-program/ PartnersincludeFordMotorCompany,MagnaInternational,VerizonTelematics,DanaHoldingCorporation,HondaR&DAmericas,andMcDonalds

    Sourcesofinformation FutureofTransportationWeeklyhttp://tinyletter.com/transportation Meetups, likeConnectedCarSF WebsiteslikeLogisticsManagementhttp://www.logisticsmgmt.com/ ,ConnectedCarTechhttp://www.connectedcar-news.com/ andothers

    CBInsights,PitchBook,Mattermark,etc.

    11/10/15 Finpro19

  • Opportunity:ElectronicLoggingDevicesforTrucking

    NewrulefromDepartmentofTransportation(DOT) Truckersneedtodigitallyrecordthehourstheydrive ElectronicLoggingDevices(ELDs) 2yeargraceperiodexpected Finalrulingcominganydaynow(hasalreadybeendelayedacoupleoftimes)

    Thisnewrulingwillestablish Minimumperformanceanddesignstandardsforhours-of-service(HOS)electronicloggingdevices(ELDs)

    RequirementsforthemandatoryuseofthesedevicesbydriverscurrentlyrequiredtoprepareHOSrecordsofdutystatus(RODS)

    RequirementsconcerningHOSsupportingdocuments MeasurestoaddressconcernsaboutharassmentresultingfromthemandatoryuseofELDs

    Recentrelatedactivityinthestart-upscene KeepTruckin received8Mfunding TruckTrack graduatedfrom500Startupsaccelerator

    11/10/15 Finpro20

  • KeyFeaturesHoursofService(HOS)Products

    Tablet TypicallyAndroid,support formosttablets,fixedorportable,from$80to$500 ELDsupport eitherthroughwiredorwirelessconnection Fullycompliantandself-certifiedbyvendor Electroniclogsandinspectionrecords(includingcamera)certifiedbydriver(tabletsignaturecapture),abilitytoeditwithfullauditcapabilities

    Prior7-dayPDFretention,abilitytodisplayoremailtolawenforcementwhenstopped Warningofpendingoractualviolations Mixandmatchdrivers,tablets&vehicles Easytouse,on-screendocumentation

    Portal Back-officesupportviewingdrivers,status,logs,edits,mobileworkorders,andcommunications,datastorage

    Fullysyncedwithtablet APIstoexternalfleetsystems

    11/10/15 Finpro21 LoanedfromapresentationatIOTEvolution

  • OtherPotentialOpportunities

    MobilityasaService-discussionsstillon-goingwithPaloAlto/JointVentureSiliconValley

    EVcharging Teslahasbuiltquiteextensivechargingstationnetwork,butotherwiselandscapeisfragmented SomeFinnishcompaniesarealreadyactivelylookingintothis

    Ajelo/Kutsu+systemcouldgrowaspartofSplitTechnologiesoffering Note:Ridesharingfieldiscrowded

    Dataanalysis/back-endsystemsfortrafficmonitoringandorchestration Carsecurity

    11/10/15 Finpro22

  • SmarterCar:MoreWaystoHacktheCar?

    11/10/15 Finpro23

    Source:http://time.com/4035145/intel-car-hacking/

  • http://cds.frost.com/p/70019/#!/ppt/c?id=NEE8-01-00-00-00&hq=telematics