Fundamentally new paradigms are set to transform the entire automotive ecosystem, in both the short and the long term. In the short term, connectivity, sensors, and software are turning cars into connected, software-defined mega sensors, generating data and receiving updates, collectively producing and consuming real-time intelligence, and enabling new smart mobility approaches. In the longer term, driverless vehicles, electrification, and the IoT will allow new, smart, sustainable, and service-based mobilty paradigms.
This report examines the impact of these paradigms across the different sections of the automotive value chain, including semiconductor vendors, Tier 1 suppliers, software and application developers, car OEMs, telematics service providers, module vendors, auto insurers, public transport providers, dealerships, and connectivity providers, as well as opportunities for new players like security, mobile, and payment vendors entering the automotive industry.