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Transcript of Quid - Automotive market landscape

  • I N N O V A T I O N I N E N G I N E S & F U E L

    J U L Y 2 0 1 6

    C O M P A N I E S A N A L Y S I S

  • Q U I D A N A L Y Z E D ~ 5 0 0 C O M P A N I E S F O C U S E D O N E N G I N E S & F U E L S ; L I T H I U M I O N B A T T E R I E S I S T H E L A R G E S T B Y S I Z E A N D I N V E S T M E N T

    Lithium Ion Batteries(#70, $1.5B)

    Generation & Storage(#56, $785.9M)

    Alternative Fuel(#39, $1.2B)

    Charging Stations(#56, $611.8M)

    Vehicle Manufacturers(#70, $1.1B)

    Electric Engines & Components

    (#81, $567.4M)

    Components(#54, $453.6M)

    Solar / Power Conversion(#40, $1.2B)

    Light EVs(#29, $1.2B)

  • L I G H T E V S I S A N E W E R C L U S T E R W I T H F E W E R C O M P A N I E S B U T H A S S T I L L R A I S E D S I G N I F I C A N T F U N D I N G

    AGE (Median Founded Year)

    Inve

    stm

    ent R

    ecei

    ved

    ($M

    )

    Vehicle Manufacturers (70)

    Electric Engines & Components (81)

    Components (54)

    Solar / Power Conversion (40)

    Lithium Ion Batteries (70)

    Generation & Storage (56)

    Alternative Fuel (39)

    Light EVs (29)

    Charging Stations (56)

  • L I T H I U M I O N B A T T E R I E S A N D C H A R G I N G S T A T I O N S A R E C L U S T E R S T H A T H A V E R E C E I V E D A L A R G E N U M B E R O F F U N D I N G E V E N T S

    11 10 10 2

    12 15 15

    9 5

    12 5 12

    3 3

    5

    5

    9

    8 3

    7

    4

    7

    4

    7

    10

    12

    9

    5

    2

    8 11

    9

    14

    6

    11 9

    12

    9

    4

    5 11

    6

    3

    4

    0

    25

    50

    75

    100

    2012 2013 2014 2015 2016 YTD

    Vehicle Manufacturers

    Solar / Power Conversion

    Lithium Ion Batteries

    Light EVs

    Generation & Storage

    Electric Engines & Components

    Components

    Charging Stations

    Alternative Fuel

    Num

    ber

    of e

    vent

    s

  • T H E F U N D I N G R E C E I V E D F O R T H E F I R S T H A L F O F 2 0 1 6 H A S A L R E A D Y O V E R T A K E N T H E F U N D I N G F O R A L L O F 2 0 1 4

    179.1 67.6 101.3

    1.2

    103.1

    3.0 49.8

    36.6 57.8

    48.5

    3.7

    40.3

    32.6 3.0

    31.0

    51.1

    69.0

    88.0 107.7

    55.5

    25.1

    71.1

    41.0

    162.2

    46.9

    70.8

    166.8

    26.6

    24.3

    50.6

    80.1

    141.0

    179.9

    169.6

    61.7

    42.0

    132.5

    214.5

    285.4

    1.8

    27.8

    24.8

    513.0 21.2

    200

    400

    600

    800

    1000

    1200

    2012 2013 2014 2015 2016 YTD

    Vehicle Manufacturers

    Solar / Power Conversion

    Lithium Ion Batteries

    Light EVs

    Generation & Storage

    Electric Engines & Components

    Components

    Charging Stations

    Alternative Fuel

    Includes $500M round in NextEV

    Includes $234M round in Xiamen

    San'an

    Fund

    ing

    rece

    ived

    ($M

    )

  • A H E A T M A P O F T H E L A N D S C A P E D E M O N S T R A T E S I N T E R E S T I N G I N S I G H T S A B O U T E L E C T R I C E N G I N E S A N D C H A R G I N G S T A T I O N S

    Segment Number of Companies

    Total Exit Amount ($M)

    Number of Exit Events

    Total Private Investment

    ($M)

    Number of Private Inv.

    Median Private Inv.

    ($M)

    Median Founding

    Year

    Electric Engines & Components 81 907 25 567 31 6.0 2007

    Lithium Ion BaAeries 70 1,227 13 1,513 41 8.3 2007.5

    Vehicle Manufacturers 70 362 10 1,146 30 2.6 2008

    Charging StaHons 56 140 15 612 36 1.6 2009

    GeneraHon & Storage 56 151 11 786 30 2.0 2008

    Components 54 20,753 16 454 22 1.8 2006

    Solar / Power Conversion 40 275 6 1,185 26 4.0 2007

    AlternaHve Fuel 39 825 14 1,192 29 2.9 2006

    Light EVs 29 117 6 975 18 4.1 2009

    Most exit events by far, but not highly

    valued exits compared to other

    segments

    Not a high number of exits, comparatively, but an

    extremely high value of exits

    Second highest number of private investments,

    but smallest median size.

    Most private investment and highest median

    investment

    Smallest value Largest value

  • T H E F U T U R E O F T H E A U T O I N D U S T R Y M A Y 2 0 1 6

    N E W S A N A L Y S I S

  • News articles on the future of cars Colored by topic, clustered by stories n = 2146

    D R I V E R L E S S C A R S , E L E C T R I C C A R S , A N D I N C R E A S E D I N S T A N C E S O F P U B L I C T R A N S P O R T / R I D E S H A R I N G D O M I N A T E C O N V E R S A T I O N S

    Autonomous/Driverless Cars, 10%

    Public Transport/Ride Sharing, 9%

    Electric Cars, 9%

    Hybrids/Sports Cars, 8.6%

    Mercedes/Luxury Cars, 8.4%

    Hydrogen Powered, 6.4%

    Apps, 6.1%

    Flying Cars, 5.9%

    Connectivity of Cars, 5.9%

    Sensors, Automation, Self-Parking, 5.8%

    Market Adaption, 5.8%Faraday Future, 5.4%

    Future of Car Dealerships, 4.3%

    Car Rental Markets, 3.8%

    Car Materials, 3.6%

  • T O P A U T O M O B I L E C O M P A N I E S A R E H E A V I L Y V E S T E D I N S P A C E

    Network for Emerging Tech in Auto

    Google, 8.7% Toyota, 5.9% BMW, 4.8%

    Ford, 4.3% Tesla, 3.0% Audi, 2.6%

    Driverless cars Hydrogen-powered vehicles Sports cars/luxury cars

    Electric cars*scattered Luxury cars/sensors, automation

  • C O N S U M E R S A N D P U B L I S H E R S A R E E Q U A L L Y E N G A G E D B Y D R I V E R L E S S C A R S , W H I L E M E D I A S O L E L Y F O C U S E S O N C O N N E C T I V I T Y O F C A R S

    Engagement by count of shares, colored by topic

    Autonomous/Driverless CarsPublic Transport/Ride Sharing

    Connectivity of Cars

    Mercedes/Luxury Cars

    Faraday Future

    Takeaways: -Media cares about usage-based insurance, smartphone integration, and app-based home connectivity more than consumers. -With the prevalence of Googles driverless car, the media and consumers seem to be engaged and looking towards the future on the topic. -Luxury cars started entering the space towards Q4 of 2014. -Even sans the release of a car (2017), Faraday Future has created an aura of speculation around their car of the future, having already employed 750.

  • Patent Network for Google n = 1823

    G O O G L E S P A R T I C U L A R E F F O R T S I N T H E S E L F - D R I V I N G S P A C E A R E S U P P O R T E D B Y C O N S U M E R S O P I N I O N S O F T H E M

    Google Maps (geographic)

    Wearables

    Autonomous/lane detection

    Sensors

    Path detection

    12.11% of overall network honed in on car space

    WearablesGoogle Maps

    Autonomous

    Sensors

    Method for detecting driving with wearable computing device e.g. mobile phone, involves performing operation, based on determination that user of wearable computing

    device is currently driving the moving vehicle.

  • B M W I S W O R K I N G W I T H M A N Y D I F F E R E N T M A T E R I A L S T O M A K E T H E C A R L I G H T E R /F A S T E R , Y E T S T I L L T E C H N O L O G I C A L L Y A D V A N C E T O W A R D S T H E F U T U R E

    Hybrid Vehicles

    Fuel Cells

    Batteries

    Hydrogen Pressure Tank

    Welding for Electrical Connector

    Route Determination

    Composite material for lighter car

    BMW is working on:Cathode for lithium-ion batteryElectrical batteryFuel cell for hydrogen sensorCell contacting system for battery moduleElectrical-propelled motor car high-voltage batteryPower electronics apparatus (converts electrical

    energy)Cryotank for storing hydrogen under pressureDevice for protecting high-pressure gas container

    Composite Materials:Unidirectional fiber bundlesThermoplastic matrix & polymeric material3D composite material

    Patent Network for BMWn = 1727

  • H Y D R O G E N - R E L A T E D I N N O V A T I O N I S M I N U S C U L E I N C O M P A R I S O N T O T H E R E S T O F T H E N E T W O R K

    Takeaways:Everyone is discussing hydrogen-powered cells since its revolutionary, however, only 3.5% of the actual network is focused on this. (Probably due to most of the innovation being newer and tangibility; Toyota released the Mirai, which is a fuel cell vehicle in 2014.)

    Hybrid vehicles

    Battery cooling duct

    Lithium ion battery

    Fuel cells

    Non-aqueous electrolyte secondary battery

  • A P P L E S P R O J E C T T I T A N I S S T I L L I N N A S C E N T S T A G E S O F D E V E L O P M E N TNews Network for Apples Project Titan n = 688

    Financial Stress of Apple Car, 13%

    Reports of Apple making a car, 12%

    2019 launch date, 10%

    Speculation, 8.6%Are Apple and BMW making a

    car together?

    Elon Musk speculates, 6.7%

    Apple meets with California to discuss

    plans, 6.5%

    Apple Execs, 6.4%

    2020 launch date, 5.7%

    A123 Lawsuit, 5.2%

    Apple vs BMW i3, 4.9%

    Hiring, 4.1%

    Doug Betts, 3.9%

    Patents, Apple Watch keeping track of car 3.3%

    Facility/land w