Q3 2023

2210-23-Q3

Quarterly Wrap-Up

Summary & insights of the top trends from the last three months

About SBD Automotive
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Contents
2210 - Quarterly Wrap-Up – Q3 2023
About SBD ≫Introduction ≫2
4Major Movers ≫32▪ Seven Automakers Charging Infrastructure
Consortium▪ Volkswagen▪ Leapmotor

Executive Summary ≫6▪ Apple▪ Hyundai Mobis

Top Trends ≫9▪ AWS makes a splash at IAA Mobility

Everything Else ≫▪ Smartphone dependent in-vehicle ecosystem▪ List of News Articles

39▪ AI tools utilized by automakers in developing
SDV toolkit▪ Automaker activities pick up in the L2+/L3
autonomy space

Contact Us ≫47

▪ Robotaxi services experience grassroots
opposition▪ Autonomous shuttles enable mobility for all▪ Last mile transportation and goods delivery▪ Industry balancing EV infrastructure rollout
with EV sales

Customer Feedback▪ Battery supply chain challenges spur wideranging automakers investments

Provide your feedback to
SBD regarding this report▪ Kia Boyz trend continues
Total number of pages - 47

Introduction

Introduction“

SBD’s Quarterly
Wrap-up helps you
quickly catch-up on
CASES trends fromthe last threemonths, providing
insights from ouranalysts on theimpact of majorannouncements.

How to use this Report

Top Trends• Trends organized within SBD’s Trend
Radar and categorized by CASES• Related news explained for eachtrend along with data and insights

Major Movers• Five organizations picked based on
their impact over the last quarter• Announcements relating to each of
the companies analyzed

Everything Else• Complete list of every major news
article and announcement from thelast quarter• Articles organized by CASES

4
4

Executive Summary
High-level summary of what’s changed from the last quarter

Contents
Page

About SBD

Contact Us

Executive Summary

Executive Summary
Trending companies

C
Connected

A

Top themes
Automakers that are preparing to introduce new data-intensive connected features will beconsidering the need for cloud computing. Players like AWS will be the most sought-afterpartners for these automakers

Autonomous

SAE Level 3 is available in Europe and some states in the USA on selected vehicles. Other
than Mercedes-Benz and BMW, no automakers have given a date for the introduction of SAE
L3 features. Instead, more automakers are planning SAE L2+ (hands-free) driving rollout in
Europe and the USA, while Chinese automakers wait for regulatory clearance

S

AV operators will need to ensure that appropriate access arrangements are made to enablepeople with reduced mobility to use robotaxis and shuttles

Shared

E
Electric

S
SecureAutomakers and charge point operators are working hard to deploy the necessary charging
infrastructure to support the steep rise in EV sales. In addition, automakers are collaboratingwith 3rd party battery suppliers and Charge Point Operators to cater to this requirement

Security vulnerabilities have been discovered in Kia and Hyundai models. Some models had
been made without immobilizers and can be easily stolen. Automakers continue to deal withliability impacts from past security decisions

66

About SBD & new research2023 Report Catalog

Click on the SBD Automotive
portal to learn more

New Reports: 2023 Research Summary
A wide Research Catalogue designed to help automotive professionals
navigate effectively through a rapidly-changing industry
Innovation Outlook
Monitor innovation landscapeInnovation
Guide - 201

Connected Vehicles
Shift beyond connecting cars to delivering value

Tech Giants in
Automotive Guide- 212

Start-up
Tracker - 202

Enabling Cases
Tech strategies

Connected
Services Guide 526

Connected
Services Guide LCVs - 546

Automotive App
Guide - 531

Connected Car
Legislation Guide 528

Connected Car
Forecast - 536

FOTA & SW
Fleet Services &Delivered Features
Strategies - 643
Guide – 638

Market Radar
Track what’s new & what matters

ADAS & Autonomous Vehicles
Deliver affordable & robust autonomy

Quarterly
Wrap-Ups -2210

SBD Explores 2200

Autonomous Car
ADAS Guide - 534 Legislation Guide 535

CES Premium
Report- 301

Event Flash
Reports - 300

L4 Autonomous
Forecast - 815

MobilityMonthly China
Services Guide - Head-Unit Guide 618
628
Digital Cockpit &Infotainment
Forecast - 644

Health &Wellbeing in
Automotive - 207

ADAS L0-L3
Forecast - 538

EV
Guide - 623

EV Charging
EV Legislation && Infrastructure Incentives Guide Guide – 217
218

Autonomous
Localization &Strategies &Map-based ADAS Ecosystem - 816
817

EV Battery
Optimizing theTechnologies & EV User Journey Ecosystem - 219
222

Cyber & Secure Vehicles
Protect your customers & your brand

Vehicle Evaluations
Analyse & quantify
best-in-class usability

Software-Defined Vehicles (SDV)
Software becoming key inautomotive

Vehicle Planner
Plus

UX Vehicle
Evaluations - 635

SDV: E/E
Software-DefinedArchitecture Guide Vehicle Forecast - 401
402
SDV: Organization& Strategies – 403

A Global China- 216

Electric Vehicles
Transition effectively from ICEs to EVs

SBD Data Tools
Advanced tools
for big data analysis

EV Charging
Analysis Platform

Digital Cockpit &Infotainment
Guide - 616

Digital Key
Guide - 712

E-Theft Threat
Guide - 554

Cyber Intelligence
Guide - 905

Securing the
Cyber Legislation
Software-Defined
Guide - 539
Vehicle - 404

7
Legend:UpdatedEdition Q3

New
Report Q4

New report category for 2023

7

Top Trends
The key trends fuelling the automotive innovation

Contents
Page

About SBD

Contact Us

Trend Radar

Top Trends

Q3 2023 Trend Radar

1

Co
ns

Ec
os

C

er
um

em
t
ys
2

6

4
1

2

Near

S

Now
7

4

Automaker activities pick up in L2+/L3 autonomy space

5

Robotaxi services experience grassroots opposition

y
og

E

6

ADAS and autonomous systems reach new milestones in Q3

Regulatory bumps in the road ahead for robotaxi deployment

Autonomous shuttles enable mobility for all
Shared mobility is being used to provide services to the elderly and those with reduced
mobility

7

Last mile transportation and goods delivery

8

Industry balancing EV infrastructure rollout with EV sales

Global partnerships and expansion in the last-mile delivery spaceceT

Rapid deployment of EV charging infrastructure

Battery supply chain challenges spur wide-ranging
investment by automakers
Automakers sourcing battery materials

hn

rn

9

ol

ve

t

GM and Mercedes-Benz are amongst the early movers of AI in automotive

9

Go
9

en

Automakers and tech giants look to deepen the smartphone’s role in the vehicle
experience

AI tools utilized by Automaker in developing SDV toolkit

3m

Smartphone-dependent in-vehicle ecosystem

A

5

8

AWS garnering more support from automakers and suppliers

3

10

Far

AWS makes a splash at IAA Mobility

S

10‘Kia Boyz’ trend continues
Security vulnerability found in Hyundai and Kia models

9Top Trends

Event

Sustainability and electrification remain the central themes at events
The aim of these events is to give businesses the opportunity to showcase their novel mobility solutions and for professionals working in the mobility sector
to network. There were dedicated areas for startups to show their products or services.

Event

Theme and
Focus

Takeaways

IAA Mobility 2023 held in Munich, Germany
September 4 - 10

NAIAS 2023 held in Detroit, Michigan
September 13 – 24

The mobility event is held every two years

The mobility event is held annually

Circular economies and sustainable manufacturing methods were onshow at IAA Mobility 2023. Chinese automakers and suppliers dominatedthe show, but underlying the event was a push by automakers and Tier-1s
to decarbonize their supply chain and use materials more responsibly. This
includes material recycling and not using fresh water.

Mobility innovation is at the forefront of the event where the focus ismostly dominated by the EV introduction and the transformation
going on in the industry. Also, the eye-catching highlight of the event was
the introduction of the new ‘Powering Michigan EV Experience’ indoor track
which would power up the EV batteries from an external source.

There are multiple benefits to making manufacturing processes moresustainable:
1. Reduced consumption of virgin material, and
2. Using renewable energy to reduce energy costs, reduces exposure tofluctuating energy prices. This is particularly important for EU-based
manufacturers that import a large amount of energy. Manufacturers will
likely choose countries where the prevailing atmospheric conditions arefavorable for renewable energy.

Ford, GM, and Stellantis, amongst others, displayed their complete brandportfolios and their future mobility pledges to be carbon-neutral.

In addition, SBD noted that suppliers of Tier 1 companies are asked where
raw materials for components are sourced, how they are processed, and if
company car fleets are EVs or ICEs. Going forward, suppliers will likely be
asked for further evidence, and in the long term, ask how sustainability is
being improved.
10

Along with the EV track, there was a learning center that offeredinformation on how EVs are recharged, helping attendees understand thedifferent ways of recharging as the number of EV owners rises.
Numerous vehicles were debuted. A trend amongst the new vehicles wasmore technologically advanced autonomous and electrification features.
This trend supports the need for manufacturers to remain competitive andensure that consumers trust and embrace EVs and the newest automotive
technology.

(For detailed info please refer 3000e – IAA Mobility Event Report)
10Top Trends

AWS impacts the automotive❶ AWS makes a splash at IAA Mobility: In the news
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GlobalAmazon Web Services’ (AWS) position in the automotive industry is rising and is being recognizedby more automotive manufacturers and suppliers. AWS has onboarded a significant number of
automakers and other cloud service providers. As the automotive industry undergoes a digitaltransformation, AWS will provide both automakers and suppliers with more innovativetechnologies and solutions to help them address industry challenges and grow their businesses.
Continental collaboration
with AWSAWS will be integrated
into BMW’s platform•

BMW will use AWS cloud
software to manage datafrom its autonomousvehicles.

•The software will be
integrated into BMW’s ‘Neue
Klasse’ platform, which isdue to be launched in 2025.

•

AWS will help provide cloudstorage from data related to“generative artificial
intelligence, Internet ofThings and machinelearning, and storage
capabilities to help
accelerate the delivery ofhighly automated BMW
vehicles.”Qualcomm and AWS
Commit to Long-termco-innovation•

Virtual Electronic Control
Units shorten development
time by up to twelve months
and help automakers identify
issues early.

• The collaboration aims toenable the rapid expansionof software-definedfeatures and functions in
vehicles.

•Continental’s vECU Creator,
part of the Continental
Automotive Edge
framework, operates on
AWS. AWS is Continental’s
preferred cloud provider for
vECU Creator.

• Qualcomm and AWS willleverage each other’s
expertise to provide
development tools toaccelerate the rollout ofautonomous vehicles andsoftware-defined vehicles(SDVs).

•

Going forward, this will allow
drivers to integrate thefunctions they want at any
point during the service life of
their vehicle. This can bedone by downloading
software updates.

• The combined efforts of thetwo companies will provide
automotive solutions for the
future.

Amazon working on voice assistantsolutions for the automotive
partner

BMW and Amazon collaborate
on voice assistant solutions• BMW is developing the next
generation of its voiceassistants together with tech
giant Amazon.
• At the IAA, BMW and Amazon
with SBD moderation
introduced their next-gen
voice assistant solutions –piloted in the new Mini.
• Amazon will be enabling morefunctions than BMW's
previous in-housedevelopments.

11Top Trends

AWS impacts the automotive❶ AWS makes a splash at IAA Mobility: Going deeper
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SBD PERSPECTIVE: AWS is the biggest public cloud vendor in the world, servicing many industries that have computing requirements.
While Amazon is a retail-oriented player largely, it is aiming for economies of scale by onboarding more automakers to use its AWS
platform. AWS monetizes its cloud infrastructure and platform services to develop technologies with the aim to simplify the softwaredevelopment process. Amazon extends cloud services to the edge and provides integrated development environments for vehicle
software developers.
AWS (Amazon Web Services) integrated into the connected car service-suite(Source: IAA Mobility Event Report)( Source: SBD Automotive)

Generative AI can be used to streamline
organizational information flow
▪ Reply are using Amazon Web Services to run their
Generative AI service. Audi is using the Reply AI
service to streamline data sharing. Colleagues at Audi
can ask the AI model a question and receive an answer.
▪ The AI model has access to corporate files anddocuments and uses these to create answers toquestions. Currently, the model uses internal
documents, but potentially could be expanded toinclude external websites and online meetingtranscripts.
▪ The aim of deploying AI is to smooth out data-sharing
processes within the organization. Colleagues can ask
the model a question and receive an answer. On awider scale, Audi could use this to identify common
questions with a view of reforming areas of theorganization to improve information flow.

USA
China
EuropeOther

Building with Generative AI on AWS

12Global12

Top Trends

Smartphone for automotive❷ Smartphone dependent in-vehicle ecosystem: In the news
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China
EuropeOther

Chinese automakers are working to develop their own in-vehicle ecosystems to reduce their reliance on smartphone companies.
This includes developing their own in-vehicle infotainment systems, navigation systems and other features. With these, the Chinese
automakers can better control the in-vehicle experience and provide customers with products and services that are more tailored totheir needs.
Apple launches Roadside
Assistance via satellite• Apple is launching a newservice, Roadside Assistance
via satellite, in partnershipwith the American Automobile
Association (AAA).
• Roadside Assistance via
satellite allows iPhone 15 andiPhone 14 users to select fromone of several scenarios totext an AAA operator evenin places where there isn’t
a cell signal.
• Apple says that the success ofsatellite lock-on will depend
on a number of factors,
including the weather andobstructions to the antenna.

Polestar is working on
its own smartphone

Nio releases asmartphone• Polestar is working with
Xingji Meizu, a smartphonecompany owned by Geely,
to create a specific operating
system for Chinese versionsof Polestar vehicles.

• The Nio smartphone allows
users to connect moreseamlessly with the car, such as
when transitioning between thephone and the vehicle during
online meetings.

• It will become a way tohighlight all the ways in which
Polestar’s technology-packed
cars are basically justcomputers on wheels.

• Nio is the first high-end
Chinese electric car brand torelease its own smartphone.
Electric car companies in China
have sought to make in-car
entertainment and mobile
phone connectivity a selling
point for their vehicles.

• Polestar’s electric cars comewith native Android softwarefrom Google, while Xingji
Meizu’s use an OS called
Flyme, which is based onAndroid.

• That connectivity allows drivers
to sync their personal device
settings with the car. Nio also
has a standalone mobile app.

13

Global13

Top Trends

Smartphone for automotive❷ Smartphone dependent in-vehicle ecosystem: Going deeper
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SBD PERSPECTIVE: Smartphones can give assistance with navigation, entertainment, and other functions whilst on the move. The
integration of smartphones could enable drivers and passengers to interact more seamlessly with the digital world whilst in a vehicle.
There has been increased attention given to improving the in-car digital experience through intuitive content and smartphone
integration. Apple CarPlay and Android Auto continue to dominate smartphone integrations in most vehicle models but, despite a highpenetration, automakers continue to release their own integration proxies to maintain ownership of the in-car UX
Integration of smartphones enhance usability of digital cockpits(Source: 616 - Digital Cockpit and Infotainment Guide)
Globally, irrespective of geography, automakers are using relatively low-cost screen mirroring technology to cater to consumers’ rising desire to use
smartphone services whilst in a vehicle. In Europe, screen duplication is growing and the step towards Apple or Google providing the bulk of
connected services and platforms has already gathered pace. The branded ‘proxy’ services are still popular as automakers battle against the tech
giants to retain ownership of the in-car UX, but they seem to be fading away in favor of CarPlay, Android Auto and CarLife.

USA
China
EuropeOther
14

Global14

Top Trends

Generative AI❸ AI tools utilized by Automaker in developing SDV toolkit: In the news
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Artificial Intelligence is being used increasingly in the automotive sector, not only for virtual assistance but also for softwaredevelopment. For example, software-defined vehicles, compared to current vehicles, will require larger amounts of software to be
developed. AI can help with the process of evaluating and implementing the software. AI can also be used to help develop newbattery technology and business operations. Mercedes-Benz and GM are among the leaders using this technology to develop new
software.
Mercedes-Benz has
implemented GitHub Copilot
AI into its S/W development

•

•

•

GitHub Copilot is an AIpowered code completion
tool that uses machinelearning to suggest code
based on previously written
code.

Copilot is still undercompletion, but it is helping
reduce code writing by 20%.

GM invests in AI and Battery
materials innovator Mitra
Chem

GM and Google strike AI
partnership•

GM has invested $60
million in the Silicon Valleybased materials innovator as
part of Series B of financing.

•

The new partnership will
accelerate the use of AI in
GM’s vehicles and businessplans.

•

Mitra Chem uses AI to help
with the development ofadvanced battery
materials.

•

Two key areas are being
focused on: Conversational
AI and Generative AI.

•

Conversational AI will help
improve GM’s OnStar virtualassistant. Currently, OnStar
can help with navigation,
roadside, and generalcustomer issues.

•

Generative AI will help GM
and Google explore new
methods of improving thecustomer experience while
creating new business
opportunities.

•

Iron-based cathode active
materials (CAMs) are lessexpensive and moreabundant than traditional
battery technologies.

•

GM and Mitra Chem areworking to use CAMs in the
GM Ultium EV platform. The
platform can be used forpassenger and commercial
vehicles.

Future plans include using AI
for the development of the
Mercedes-Benz Operating
System.

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Global15

Top Trends

Generative AI❸ AI tools utilized by Automaker in developing SDV toolkit: Going deeper
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GlobalSBD PERSPECTIVE: Generative AI is a subset of deep learning. It can read data, learn from it, and generate new synthetic instances.
This form of AI works well in situations that require adaptive outputs. The scope for using generative AI among different businessprocesses is encouraging automakers to reevaluate their AI strategies and applications. This is due to the potential improvementsthat AI can make in consumer experience and business processes. There are many other use cases for Gen AI, like in-car services
and research and development.
Latest activities in Generative AI(Source: SBD Explores: Automotive AI Use Cases)
The latest advancements in Generative AI (Gen AI) havedemonstrated significant potential across various businessprocesses, prompting automakers to reevaluate their AI strategies
and applications.
• AI can support a wide range of business activities, but it can be
categorized into two main objectives: consumer experienceenhancement and automaker business process optimization.
• Most automakers are prioritizing the integration of AI into vehicle
features like Virtual Assistants and ADAS. There are also opportunities
for in-car services and automaker business processes, especially in
R&D.
• While Gen AI has attracted lots of attention recently, it might not be thebest fit for all use cases.
• We anticipate there will be numerous AI initiatives within automakers,
spearheaded by diverse teams. This will need high-level prioritizationand coordination to ensure maximum efficiency and that the best returnon investment is achieved.
• Mercedes-Benz is becoming a leader in automotive AI by investing
more publicly in AI, including an employee AI training program.
16

Top Trends

L2+/L3 ADAS

❹ Automaker activities pick up in L2+/L3 autonomy space : In the news
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GlobalModern ADAS and AD systems have achieved new marks in Q3 of 2023. The achievements include a fully autonomous system seeing
deployment. Such systems include Mercedes-Benz’s automated parking assistant, BMW’s L3 autonomous driving approval, and Tesla’s
autosteer for FSD. Other ADAS advancements include Ford’s expansion of BlueCruise with a similar business model to Tesla, delivering
vehicles with the necessary hardware as standard fitment and charging users a subscription fee to use it (it is important to note that
Tesla offers both a one-time payment and subscription offering for their ADAS features).
Ford makes strides with
BlueCruise offerings• Ford plans on installing
BlueCruise hardware as
standard fitment on
500,000 vehicles in 2024
across Ford and some Lincoln
models in North America.

• Ford is moving towards a
subscription-based model,
where vehicles comeequipped with hardware as
standard and owners canchoose to subscribe.
• BlueCruise has been approved
for use on roads in Germany.

Mercedes-Benz released
automated parking on
EQE Saloon

BMW gains approval for
L3 ADAS deployment inGermany• Mercedes-Benz has released
INTELLIGENT PARK PILOT
on the EQE Saloon, EQS
Saloon, and previously SClass models.

• The Federal Motor Transport
Authority in Germany has
approved BMW to release
their L3 autonomous
system.

• A parking garage at Stuttgart
Airport in Germany has beenequipped with sensors thatconnect to the vehicle,
allowing for autonomous
parking. The sensors aresupplied by Bosch.

• BMW has stated they will roleout their SAE L3 solution later
this year on the 7-series (L2hands-free system wasapproved in June 2023).

• The new INTELLIGENT PARKPILOT is one of many features
Mercedes-Benz offers relating
to parking. Other features
include Memory Parking
Assist, Remote Parking
Assist, and Active Parking
Assist with PARKTRONIC.

• Users will be able to utilize ahands-off, eyes-off
experience below 60km/h.
• This announcement makes
BMW the second German
auto manufacturer to receive
approval of their autonomous
system for use in Germany.

Tesla FSD now offers
autosteer on city streets• With an OTA, Tesla is offering
autosteer on city streets in
The USA.
• In addition to this OTA, Tesla
has cut the price of FSD
from $15,000 to $12,000.
• Tesla vehicles in China can beequipped with FSD, butfunctionality is limited to“automatic assisted navigation
driving” and “automatic
assisted lane change”.
• European Tesla vehicles
equipped with FSD offer thesame features as seen in the
North American market,
except for autosteer.

17

Top Trends

L2+/L3 ADAS

❹ Automaker activities pick up in L2+/L3 autonomy space: Going deeper
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SBD PERSPECTIVE: Most automakers are expected to introduce a hands-free SAE L2 or SAE L3 Piloted Driving system by the end of
the decade. Automakers have focused their efforts on SAE level 2 Piloted Driving systems in recent years. It is evident that only a
few of the top premium and advanced automakers are targeting and pursuing L3. SAE L3 systems are expected to be deployed bymost Western automakers and leading Chinese automakers by 2030. Some of the automakers such as Ford are also transitioning to a
subscription-based model, where hardware is offered as standard, and it gives an option to the owners for ADAS subscription.
Automakers to ramp up SAE L3 deployment(Source: 816 - Autonomous Strategies & Eco-system- 2023)
Following the example set by Mercedes-Benz, most OEMs plan to bring SAE L2 and 3
hands-free Piloted Driving systems to market by 2030, across the major automotive
markets. Mercedes-Benz are the leader in autonomy according to SBD’s autonomous
scoring system. OEMs who lead in ADAS & autonomy such as Mercedes-Benz, BMW,
Audi and Volvo are expected to offer SAE L4 systems by the end of the decade,initially as valet parking features.

Lucid AIR electric sedan will come as standard with lidar anddriver monitoring to support Level 3 self-driving capability,
called DreamDrive.
GM confirms the availability of Ultra Cruise on the
Cadillac model
Cadillac’s Celestiq EV sedan MY2024 will be the first modelfrom GM to get UltraCruise which enables hands-free drivingon nearly 2 million miles of US and Canadian roads. It will
be powered by long-range lidar, short and long-range
radars, mono-cameras and driver-facing camera.

China

Honda says it will add hands-free technology to allmodels sold in the US by 2030

Europe18

GlobalFord planned to introduce three new features with its nextgeneration BlueCruise 1.2 active driver assist, including
hands-free lane changes.
Lucid Air with Level 3 capability to go on sale by 2023

USA

Other

2023 Mustang Mach-E gaining hands-free lane changes
with Ford’s BlueCruise 1.2 update

SoftwareDefined

The next generation of Honda Sensing 360 system will bestandard on all vehicles sold in the US by 2030 which willrealize new functions that reduce driver burden.
18

Top Trends

Robotaxi deployment❺ Robotaxi services experience grassroots opposition: In the news
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GlobalWhile some developments favor AV ride-hailing companies, they are also encountering significant backlash. Regulators are tightening
their oversight of AV operations due to various incidents involving robotaxis. Following the hearing for the approval of 24/7 robotaxi
operations in California, the city's transit agency, fire department, and police department have all filed complaints with the California
Public Utilities Commission (CPUC), urging The Commission to reconsider the 24/7 service plan.
Robotaxis score a huge
victory in California withapproval to operate 24/7

Cruise Robotaxi Collides
With Turning Semi-Truck
In San Francisco• After a 6-hour hearing, theCalifornia Public Utilities
Commission voted 3-to-1 infavor of Waymo and Cruise
operating their paid robotaxi
services 24/7 in San
Francisco.

• A Cruise robotaxi collided
with as semi-truck in San
Francisco when the truck wasdoing a “swing wide”
maneuver.

• The hearing included voicesfrom the disabledcommunity pointing out thepros and cons of robotaxis.
Residents raised theirfrustrations about taxis
breaking down in the middle ofbusy intersections.
• The commissioners urged that
if there are further incidents,
they would limit the numberof robotaxis on the road.

• Semi-trucks need to “swingwide” when turning. It is
possible that the Cruiserobotaxi wasn’t trained forsuch a scenario.
• Cruise said that the robotaxi
came to a complete stop
when it detected that thetruck had started to move but
the truck continued andcollided with the vehicle.

Cruise Ordered byRegulators to Cut Robotaxi
Fleet by 50% After Crash• Within 2 weeks of the CPUC
warning that they would limit
the number of robotaxis incase of any incidents, a
Cruise robotaxi wasinvolved in a crash with afiretruck, resulting in apassenger's injury.

• Until the investigation iscomplete, the California
Department of Transport,
responsible for overseeing
autonomous vehicle
deployment within the state,
has formally asked for a
reduction in Cruise's
operations by 50% and thatno more than 50 driverlessvehicles are in operation
during the day and 150 atnight.
19

Top Trends

Robotaxi deployment❺ Robotaxi services experience grassroots opposition: Going deeper
SBD PERSPECTIVE: The recent backlash about autonomous vehicle operations, specifically robotaxis, resulted in increased supervision

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USA

by regulators, with potential suspension of robotaxi permits if their operation risks public safety. Following the recent incidents, thegovernment authorities, like the Motor Vehicles Department (DMV), in the USA are also concerned about the crashes andinvestigating recent collisions involving robotaxis and other vehicles on the road. The DMV has requested that Cruise reduce half ofthe fleet during the investigation until the implementation of the safety requirements.
Some states introducing more granularity in the AV regulations(Source:535 - Autonomous Car Legislation Guide)

The federal structure of the USA allows individual states to have their own laws related to autonomous vehicles. As
autonomous driving technology develops, states in the USA are beginning to introduce legislation that controls the useof this new technology. The laws are focused on public trials (with or without safety drivers) conducted by companies
like Waymo, Cruise, Lyft and Uber in addition to automakers.
As more AV trials take off and also reach their advanced phases, they are influencing the ongoing regulatory work by
various states.
State

Additional Information

California

Prohibits AV operations without notifying
and prior approval from the DMVIllinois

Human safety operator must continue tomeet all federal and State qualifications

MarylandProhibiting an autonomous vehicle
converter from holding certain
occupational vehicle licenses

Massachusetts

EuropeMississippi

FAVE Act allows AV testing w/o safety
driver onboard

New York

An act to amend the vehicle and trafficlaw, in relation to autonomous vehicle
driving20

GlobalAs of 2023, only a few AV trials have been
conducted in the USA without a safety operator that
too within certain speed limits and timing
restrictions. Although this is not a major barrier, but
it restricts the types of trials that can be conductedon public roads. The AV developers have often
stressed the concern about legislation sometimes
being 'too prescriptive' in nature, stifling innovationand making it difficult for them to assess and unlock
the real benefits of vehicle autonomy.

What’s New?
•

An Act relative to the safety of
autonomous vehicles.

China

Other

Key Takeaways

Legislation Overview•

State-wise legislative updates Q3 2023•
StatusP

Introduced

Draft

P

EnforcedHouse Energy and Commerce Committee members
have announced a subcommittee legislative hearing
titled “Self-Driving Vehicle Legislative Framework:
Enhancing Safety, Improving Lives and Mobility, andBeating China.” (Link)
A new senate bill 5080 called “STOP Frontovers Act of2022” has been introduced to reduce the incidence ofchild injury and death occurring during low-speed
incidents involving motor vehicles, and for otherpurposes. (Link)
State of California approves 24/7 robotaxi operations
for Waymo and Cruise. (Link)
20

Top Trends

Mobility for all➏ Autonomous shuttles enable mobility for all: In the news
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GlobalPeople with reduced mobility can benefit greatly from shared mobility solutions. We are seeing morecompanies' direct efforts to help these groups of people obtain safe transportation solutions. Bothautonomous and non-autonomous solutions are being implemented today to help support thesecommunities. Other initiatives are looking beyond just vehicle mobility and want to offer end-to-end
transportation solutions for some groups.
May Mobility to offer
self-driving shuttles in
DetroitIntroduction of WheelchairAccessible Robotaxi by
Cruise• May Mobility, a company
based in Ann Arbor Michigan,
will bring their autonomousvehicles back to Detroit.

• Cruise, backed by General
Motors, will introduce awheel-chair accessible
robotaxi that will serve
disabled passengers.

• This program is part of a $2.5
million contract between thecity of Detroit and May
Mobility.

• The program will involve three
years of collaboration
between Cruise, GM, andpartners in accessible vehicle
design, including BraunAbility
and Q'Straint, along with
input from an advisory council
on accessibility.

• The program aims to provide
individuals older than 65
years of age, and those livingwith disabilities, freetransport to doctor offices,stores, and other locations.
• Existing May Mobility
operations elsewhere include
a wheelchair ramp enabledminivan as part of fleet.

• The program will undergoclosed-course testing in
October 2023, with pilot
testing planned for 2024,
pending regulatory approval
and user feedback.

Mobility service provider offering
services for the elderly and thosewith disabilities

Non-profit sharedmobility organization• Feonix is a non-profit
organization whose mission
is to provide transportation
for those with reduced
mobility.
• Feonix operates by partneringwith local transport providers
and training volunteer drivers.
• Current operations include
areas within Michigan,
Mississippi, Nevada, South
Carolina, Texas, andWisconsin.

Wheel-chair accessible robotaxi• The organization has
supported individuals with
46,491 total trips and478,590 miles driven.

21

Top Trends

Mobility for all➏ Autonomous shuttles enable mobility for all: Going deeper
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SBD PERSPECTIVE: With fewer mobility options available for the differently abled and elderly citizens, the autonomous shuttle isviewed as one big relief. However, merely developing AV shuttles will not solve the problem as these vehicles can be hard to enter andexit and may not easily accommodate walking aids or wheelchairs. Aside from the hardware and software suite required to enable
autonomous driving, the AV robotaxi and shuttle operators will need to fit the necessary support system to aid elderly people or thosewith physical disabilities.
L4 trials – by type/operator(Source: 814 - Autonomous Guide for L4 Vehicles and Trials)
Key Highlights•

Except for the L4 automated trucking space,automaker activity is limited in other segments of L4
pilots. Commercial truck makers like Volvo, MAN
Trucks, Scania, and Daimler have been conducting
autonomous truck pilots in various regions.

•

The non-automaker operators, referred to as ‘AV
Tech’ on the graph, are involved in all the segments
and have partnered with automakers on various
projects, most notably in the autonomous taxi
and autonomous public transport (buses) trials.

•

GM-backed, Cruise and Hyundai-Aptiv joint-venture,
Motional are two of the most notable projects in theautonomous mobility space where automakers areactively involved.

•

Automakers are non-existent in the last-mileautonomous delivery projects, indicating a lack ofinterest in this space.

USA
China
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22

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Top Trends

Last mile Connectivity➐ Last mile transportation and goods delivery: In the news
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23

GlobalAutonomy in last-mile delivery and public transportation is on the rise. Companies are expanding either through partnerships or byentering new markets. Some companies are aiming for markets such as Germany where SAE level 4 autonomy is approved on publicroads.

Webfleet and VEVannounce strategic
partnership

BrightDrop EVs are
Headed to Mexico•

BrightDrop is introducing its
electric vans to Mexico
following their launch in
Canada.

•They are set to launch twomodels in Mexico: theBrightDrop Zevo 400 and
BrightDrop Zevo 600.

•

The electric vans are built at
GM’s CAMI Assembly plant in
Ontario, Canada. BrightDrop
electric vans will become
available for customer orders
in Mexico later this year.

•

•

•

Webfleet, Bridgestone’s fleet
management solution, hasentered a partnership withnew e-fleet solutions provider
VEV to acceleratecommercial EV fleet
adoption.
In addition to supporting
ongoing operations ofWebfleet, VEV provides
initial site electrification,
charge point infrastructure
installation and EV
sourcing and financing.
Webfleet telematics data will
enable fleet managers tomonitor real-time range,energy consumption, and live
mechanical status.

Schaeffler and VDL
Groep to team up on
self-driving shuttles•

Schaeffler and VDL Groep are
jointly exploring thedevelopment and productionof a new generation of selfdriving shuttles for public
transport.

•

Mobileye will provide
autonomous driving systems
for the shuttle vehicles.

•

The shuttles could be using
Schaeffler’s ‘Rolling
Chassis’, which combines afully electric powertrain,steer-by-wire system, andbattery in a modular solution.

•

Germany could be the first
country where the shuttles
will begin its operations.
23

Top Trends

Last mile Connectivity➐ Last mile transportation and goods delivery: Going deeper
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24

GlobalSBD PERSPECTIVE: Many automakers and EV start-ups are planning to launch their own self-driving and public transport services.
Industry collaboration is key to delivering autonomy. Automakers have formed deep ties with suppliers to leverage their expertise.
Mobility providers and tech companies are taking a different strategy by starting at SAE level 4. It remains that Mobility-as-a-Service
players are still experimenting with the technology through extensive trials both private and public. The question, of whether a viablebusiness case for this technology exists, is also an outstanding issue yet to be resolved.
Toyota, Aurora, DENSO: Collaborate to develop electric autonomous taxi
(Source: 816 - Autonomous Strategies & Eco-system Guide)
Collaboration Detail•Toyota have partnered with DENSO and Aurora (AV start-up) to develop a fleet of
autonomous taxis.

•

The autonomous taxis will be based on the Toyota Sienna and be equipped with Aurora’s
self-driving technology. Denso will support the production of the autonomous driving
components.

SBD Analysis• Aurora’s self driving technology has been proven in many years of testing and development.
Toyota will benefit from having access to this technology and a route to introducing SAE L4
functionality into the market. Aurora will benefit from partnering with a major automaker as
this will give them access to a large fleet of vehicles from a well-established manufacturer.
• To bring this technology and service to market at scale, both Aurora and Toyota will need the
support and experience offered by DENSO in order to produce and manufacture the requiredcomponents.
• On their own, each player would struggle to meet all of the production, logistical, technologicaland resource demands of introducing autonomous technology.
24Top Trends

EV Infrastructure➑ Industry balancing EV infrastructure rollout with EV sales: In the news
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The biggest fear of the adoption of electric vehicles (EVs) is still “Range Anxiety”. Automakers are
responding to this by increasing range and improving vehicle efficiency. The need for moreaccessible chargers, and more powerful chargers is growing with the rising sales of EVs.
Infrastructure capacity, to support the chargers, will also need to grow to keep up with demand.
BMW, Ford & Honda
launch ChargeScape JV

•

•

•

Seven automakers unite tocreate an EV charging network

ChargeScape is an equally
owned company connecting
electric utility providers,automakers, and EV owners
in the USA and Canada
It allows EV owners tocharge at grid-friendly times
and support the grid during
peak demand.
It is expected to be
operational from early
2024.

•

•

The focus is to deliver agreat customer experience ofhigh-speed charging andreliability while being inconvenient locations withlocal amenities.

•

The first stations arescheduled to open in thesummer of 2024

USA
China
EuropeOther
25

GlobalThis joint venture will create
a new charging
infrastructure of at least
30,000 charge points.

BP opens Gigahub in
the UK•

BP’s first Gigahub openswith 180 chargers in
Birmingham, UK, near the
M42 motorway.

•

Of the 180 chargers 30 are
300kW fast chargers while
the rest are 7kW.

•

The company plans to have
70,000 EV chargers inoperation in the UK by 2030.

•

The Gigahub uses 100%
renewable energy and shows
BPs commitment to EVs.

The Index compares all federal statesof the U.S. (including Washington
D.C.) and the EU-27, plus Norway,
Switzerland and the UK.

HERE and SBD partner toprovide analysis of EV
infrastructure• Published an interactive index
that shows the developing
state of electric vehicle (EV)demand and infrastructure
readiness across the USA andEurope.
• The HERE-SBD Automotive
EV Index highlights, since2020, USA state-level andEuropean country-level
leaders and laggards based on
various critical metrics
including the number ofcharging points (Electric
Vehicle Supply Equipment),
vehicle registrations,geography, and road network
length.

25

Top Trends

EV Infrastructure➑ Industry balancing EV infrastructure rollout with EV sales: Going deeper
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SBD PERSPECTIVE: Automakers are developing their charging networks for electric vehicles for several reasons. Firstly, it helps
alleviate range anxiety for potential customers, as having control over the quality and availability of charging stations ensures a
reliable and convenient charging experience. This makes electric vehicles more appealing and addresses a significant concern forbuyers. Secondly, developing charging networks gives automakers a competitive advantage by differentiating themselves fromcompetitors. In addition to focusing on the quality of their vehicles, they can now also emphasize the quality of their charging
infrastructure, attracting more customers in the growing electric vehicle market.
US States Leaders and followers between 2021 and 2022
(Source: 217 EV Infrastructure Guide)
Leaders••

As of early 2023, California remained at the forefront among other states in the
USA by showcasing consistent growth in both the registration of BEVs and thedevelopment of charging infrastructure
In terms of BEV sales volumes, California continues to maintain its leadership
position, surpassing 100,000 BEV registrations in 2022, representing an increase
from the previous year.

Charging Leaders••With a 78-megawatt (MW) growth, Connecticut has made significant strides in
expanding its charging network.
Following closely behind Connecticut, South Carolina has also made noteworthy
progress in EV charging infrastructure, adding 61 MW to its network.

Vehicle Leaders
•

USA
China
EuropeOther
26

Global•Despite an increase of 3,950 registered BEVs in Oklahoma from 2021 to 2022,
the growth in charging power was modest, with a gain of just over 7,000 kW.
The implementation of additional incentives and regulations by the government
could potentially lead to a surge in these states' adoption of electric vehicles.

Followers••

States in the USA with smaller populations, such as Alaska and Hawaii, emerge
as followers in the adoption of BEVs due to their unique geographic locations
and conditions.
In 2022, Alaska witnessed an increase of 225 registered BEVs compared to2021, while Hawaii saw a growth of 219 BEVs during the same period.
26Top Trends

Battery Supply Chain➒ Battery supply chain automaker investments: In the news
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USA
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27

Global

A complicated network, ranging from raw material miners to cell manufacturers for automakers, makes up the battery supply chain
for electric vehicles (EVs). The need for raw materials is rising as more EVs are manufactured each day. Additionally, the main
component of the supply chain for EV batteries is regionally concentrated, while the cost of components, such as cobalt and nickel, has
increased significantly. Automakers are worried about the future and are looking for other strategies to protect these essential
resources. The EV battery supply chain's ability to meet demand will probably take several years.
Ford aims to securebattery material supply
with new Canada facility

JLR creates renewableenergy storage from usedbatteries• Ford is partnering with South
Korean companies SK On and
EcoPro BM to build cathodeactive material.

• Jaguar Land Rover has teamed
up with Wykes Engineering tocreate a new system using
recycled car batteries.

• The plant is expected tostart in 2026 and will havethe capacity for over 400,000
EVs per year.

• This system will store energy
generated from solar andwind power and release it
back into the grid during highdemand.

• This is part of Ford’s plan toinvest $50 Billion in EVs by2026 and have over 2 million
vehicles on the road by 2030.

• The system will be located at
Wykes’ headquarters inCornwall, UK.

• The plant in Canada near
Becancour, Quebec, will be
the first to produce thismaterial.

• Power comes from usedbatteries from the Jaguar IPace and can store up to
2.5MWh of energy.
• The system will be in place by
the end of this year.

BMW group to build
logistics center for highvoltage batteries• BMW is building a newcenter for high-voltage
batteries in Leipzig, Germany.
• The center will distributehigh-voltage batteries forBMW’s electric vehicles,
including the iX, iX3, i4, andiX1.
• This center will also handle
the assembly and packagingof the battery modules.
• The center is expected to becompleted in mid-2024 andwill be the largest in the world.
• It is located on a 12-hectaresite and will employ around
500 people.
27

Top Trends

Battery Supply Chain➒ Battery supply chain automaker investments: Going deeper
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SBD PERSPECTIVE: Generally speaking, automakers are getting involved in the battery industry in four ways. These are: establishingpartnerships with battery manufacturers and creating subsidiaries for battery production either as wholly-owned entities or in joint
ventures with other players vertically integrating under the same brand. The chart below indicates the automakers active in theindustry and representing different categories of EV manufacturers including start-ups, established brands, and automakers verticallyintegrating by bringing battery production in-house.
Latest EV-Battery expansion-plan-related investment announcements (in $ Bn)(Source: 219 - EV Battery Technologies and Ecosystem)
Key Highlights• Automakers are focusing on the development
and production of electric vehicle batteries
with an estimated investment of $515
billion over the next 3 to 8 years.
• Some automakers are partnering with major
EV battery manufacturers, like Stellantis
teaming up with Samsung SDI and LG
Energy Solution with investments of $2.5
billion and $4.1 billion, respectively.
• Some of the largest investments related to inhouse EV battery production plants wereannounced in early 2021 as pandemic
restrictions eased.

USA
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EuropeOther
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Global2020$4.1 bn2021$20.4 bn2022
$42 bn• Financial specifics of smaller partnershipdeals, such as Renault's collaboration with
2023
2024
startup Verkor, not disclosed but expected
to be in the hundreds of millions range.
Developing In-house battery production
Investing in 3rd party/partnerships
28

Top Trends

Automotive cybersecurity➓ ‘Kia Boyz’ trend continues: In the news
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USA
China
EuropeOther

The trend known as the 'Kia Boyz' or 'Hyundai Boyz' has been ongoing for over a year now. Kia and Hyundai cars manufactured
between 2011 and 2022 without an engine immobilizer can be stolen using a screwdriver and a USB cable. This trend continues
with alarming numbers, and some cities are taking legal action against Hyundai and Kia due to this issue.
Motherboard’s data on
the staggering problem
of Hyundai and Kia theft

American cities are suing
car manufacturers overauto theft.

• Chicago had the highest
number of Hyundai and Kia
thefts in a single month, with
1,431 cars stolen in October
2022, followed by Denver,which had 464 cars stolen in
July 2022.

• Since 2023, Seattle,
Baltimore, Cleveland, New
York, Chicago, St. Louis andColumbus have all sued Kia
and Hyundai over the Kia
Boyz.

• Central District of California
James Selna rejected
Hyundai’s and Kia proposed$200 million settlement
over the stolen vehicles
without the immobilizer.

• Dozens of insurancecompanies have also filed
lawsuits against Hyundai andKia. Some insurancecompanies have stopped
providing insurance for thevulnerable vehicle models.

• The judge rejected the
proposal from Hyundai andKia noting that the amounts
are not satisfactory.

• During May 2023, 64% of
the cars stolen in Atlanta
were either Hyundais or Kias.
• Up to August 2023, the latest
month for which Motherboard
has data, Kias and Hyundais
accounted for 35% of the
19,448 stolen cars in
Chicago.

• Seattle experienced a 620%
increase in thefts of Hyundais
and Kias when comparing July
2022 to July 2021.

U.S. Judge rejects Hyundai
and Kia's proposed $200
million settlement over thefts• The judge explained thatvehicles manufactured in
2022 and subsequently stolen
would have a significantly
higher value than those
produced in 2011. Therefore,
owners should be entitled togreater compensation.

Source: Vice.com

29

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Automotive cybersecurity➓ ‘Kia Boyz‘ trend continues : Going deeper
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SBD PERSPECTIVE: Enhancing security systems in the automotive industry involves addressing vulnerabilities and following
cybersecurity best practices. The recent trend clearly indicates that the number of public attacks are increasing for Hyundai and Kia.
Most of the public hack demonstrations require physical access to the vehicle during the exploitation phase. It is expected the trend
to slow down as the automakers are focusing more on the countermeasure implementations.
Hackers control Hyundai/Genesis vehicles via mobile app(Source: SBD Automotive – 905 Cyber Intelligence
Guide)( Source: SBD
Automotive)
An ethical hacker recently found a vulnerability affecting Hyundai and Genesis vehicles that allowed
them to remotely control vehicle locks, engine, horn and trunk.

Insecure mobile app API allows attackers to access victim's account with a fake email ID
Ethical hacker Sam Curry (alias @samwcyo) found a vulnerability in Hyundai and Genesis vehicles by sniffing
app API traffic through Burp Suite. The email ID was the vulnerable point wherein there was a loose patternmatch (regex) which allowed control characters in the email ID. Furthermore, the server did not require users
to confirm their email ID. Using these two issues, attackers were able to create fake IDs which resembled avictim's email ID but with CR(CR is a control character used to mark a line break in bytecode) appended at
the end.
This let the attackers login with victim's account, fetch sensitive information and with the right HTTP request
go further and perform vehicle operations like controlling vehicle lock, engine, horns etc remotely.

USA
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EuropeOther
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Global30

Major Movers
The market participants that have left a significant impact on the industry last quarter

Contents
Page

About SBD

Contact UsMajor movers

Introduction

Introduction

Top
Disruptor

Top
Performer

Top
NewcomerTop
Innovator

Top
CommunicatorAn organization that has
had an outsized
influence on the
direction of mobility

An organization that isoutperforming
competitors within themobility market

An organization that iseither new or that is
new to the mobility
marketAn organization that has
found a creative new
way of solving a mobility
pain point

An organization that has
been successful atclearly articulating its
vision or plans

Seven Automakers
Charging
Infrastructure
Consortium

32
32

Major movers

Top disruptor

Top Disruptor: 7-Automakers Charging Infrastructure Consortium
In anticipation of President Biden’s ambitious target of 500,000 EV chargers by 2030 as per the National Electric Vehicle
Infrastructure (NEVI) initiative, the overall charging infrastructure in North America has significantly improved over the past few
years. Last year, Tesla emerged as the leader in the US yet again both in terms of EV sales and a comprehensive network of fast
chargers (~18,000 Superchargers). Moving ahead, a new consortium led by seven automakers will work together to expedite thedevelopment and deployment of more charging networks so that it satisfies or even exceeds the demands laid by NEVI
Why are they Major Movers?

C
A
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USA
China
EuropeOther
33

GlobalAutomakers involved in the joint venture• The joint-venture would
directly compete with theincumbent charging networks,
including Volkswagen's
Electrify America and EVgo.

• Major global automakers
including BMW Group,
General Motors, Honda,
Hyundai, Kia, Mercedes-Benz
Group, and Stellantis haveformed a joint venture tocreate a high-powered EV
charging network acrossNorth America.
• As per the roadmap, 30,000
charging points which will
support both CCS and NACS
connectors, will be deployed.
• The charging stations arescheduled to open in thesummer of 2024.
• The joint venture aims tofoster the rapid adoption ofelectric vehicles in the U.S.
by 2030.

SBD Perspective

Announcement Highlights• To make EV charging accessible to all battery-powered vehicles from any
automaker.
• Charging stations will be accessible to all EV customers, offering both
Combined Charging System (CCS) and North American Charging Standard(NACS) connectors• The charging sites will be equipped with multiple high-powered DC chargers
to facilitate long-distance journeys for EV drivers.
• The joint venture intends to power the charging network solely withrenewable energy• Even though this network will
be both CCS and NACS
compliant, it will compete
against Tesla's Supercharging
network, which currently has
a significant presence in North
America.
• The automakers would have afantastic chance to explore
consumer needs for the
infrastructure for charging
while maintaining highstandards and ongoing
research and development for
EVs.
33

Major movers

Top performer

Top Performer: Volkswagen
Volkswagen (VW) is transforming to pursue greener options and is now one of the top EV manufacturers in Europe based on the sales
numbers. The company is now trying to gain a strong position in the Chinese market, as it is the only Western automaker to lead thesales volume considering the cumulative figures. VW plans to expand collaboration by jointly manufacturing cars with more domestic
Chinese automakers for further expansion.

USA
China
EuropeOther
34

GlobalVolkswagen expanding its electric vehicle horizon• The full-year operational profit
for the VW Group (2022) was€22.5 billion, a 13% year-onyear increase. Additionally,
they provided 26% more EVs
than the last year.

Volkswagen is planning to drive 70% of its sales in Europe purely
through EVs by 2030. The ‘ID’ series models that are based on a newcentralized ICAS architecture are becoming the top-selling vehicle in Europe
and have been instrumental in making VW the leader in terms of sales
volume among all the automakers which are transitioning from ICE to EVs.

• Volkswagen also intends toinvest €180 billion ($192.6
billion) between 2023 and2027, with electrification anddigitalization receiving morethan two-thirds of the funds.

VW

Hozon

Roewe

Changan

Chery

BJEV

0

Peugeot

0BMW1,000,000

Hyundai

350,000

WulingChina
2,000,000

BYD

Europe700,000

Renault• In another development,
Volkswagen Group invested$700 million in Xpeng acquiring
a 4.99% share in the company
as well as a seat on its board of
directors to expand its footholdin the China market.

SBD Perspective

BEV sales volume* distribution: Transitional Automakers (2017 – 2023 June)

VW

C
A
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S

Why are they Major Movers?

• The partnership between VW and Xpeng, and between Audi and SAIC,
is aimed to strengthen its position in the Chinese automotive market andadvance its local electrification strategy.
• The partnership’s work will begin with the joint development of electricmodels in a segment where Audi does not yet have a presence in China.
• The partnerships aim to facilitate the joint development of new local
platforms for intelligent connected vehicles.

• Volkswagen is one of the few
foreign carmakers in Chinathat has been able to set a
firm base when it comes to
EVs and is now looking togain more foothold throughlocal partnerships and joint
ventures.
• This is a significant step
towards Volkswagen's 100%
vehicle line-up electrification
target being reached by2040.
• A potential next step for VW
could be to broaden its
product line by introducing
less expensive ID vehicles in
its lineup.

*Note: The Sales volume data has been sourced from EV Volumes
34

Major movers

Top newcomer

Top Newcomer: Leapmotor
Leapmotor is a Chinese EV maker headquartered in Hangzhou. It was established in 2015 and quickly made its mark in the Chinese
domestic market with premium electric SUVs. The business has received a healthy amount of funding from investors, totaling $1.1B
so far. Following its impressive local success and desire to expand abroad, the company has recently attracted a lot of interest fromother automakers, including Volkswagen and Stellantis.

Leapmotor Going Global

Why are they Major Movers?

C
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China
EuropeOther
35

Global• Leapmotor aims to establish afoothold in developing EV
markets outside its native
market of China as well as
Europe.
• The company is aligning its
models with general market
trends by offering safety
technology, including lidar andhigh-resolution cameras, toenable Level 3 autonomous
driving capability (whenregulations permit).

• With a rise in car sales from
1,000 in 2019 to over
111,000 in 2022 in China, thecompany has experienced
tremendous success.

• Leapmotor will expand its presence globally.
• The expansion will focus on launching its mid-size C10 electricvehicle, revealed at IAA Mobility 2023.
• The C10 model isbased on LEAP 3.0
architecture andwill adhere to
global standards
and meet therequirements.
• The C10 will be offered in both fully electric and range extendervariants, with the option of five- or six-seat configurations.
• The car will have the option of both rear-wheel drive and all-wheel
drive, an intelligent cockpit system based on Qualcomm
Snapdragon 8295 chip and feature Level 3 autonomous driving.
• Leapmotor also plans to introduce five globally-oriented productsin Europe, Asia-Pacific, the Middle East, the Americas, and otherregions in the next two years.

SBD Perspective• With the emerging EV
landscape in the automotive
industry, Leapmotor is anote-worthy contenderconsidering its strategic
approach to global expansion
and commitment to adhering
to international standards.
• As more and more Chinese
brands are entering theEuropean market thecompetition is increasing forthe already establishedautomakers in the market.
• With updated technologies,
the new model with LEAP 3.0
architecture will becompetitive in the automobile
industry.

35

Major movers

Top innovator

Top Innovator: Apple
Tech Giant, Apple has a tremendous market share through its consumer electronic products, such as the iPhone and smartwatch. In
the automotive sector, they have the CarPlay smartphone duplication app for the in-vehicle infotainment system. CarPlay hosts
multiple connected features related to navigation, safety and security. In September 2023, Apple announced a Roadside assistanceservice for the US market that will use satellite technology to request roadside assistance. This is an innovative service offered tovehicle owners that aids the user in difficult situations like low fuel or charge.
Why are they Major Movers?

C
A
S
E
S
USA
China
EuropeOther• The launch of Roadside
Assistance shows Apple’sability to leverage its brandand technology to introduce
innovative solutions.
• Apple ensures a cohesive anduser-friendly experience
across its products andservices whilst maintaining
quality and reliability.
• Apple’s strategy ofcollaborating with otherindustry leaders helps it to
explore new options andexpand its influence beyond
traditional tech markets.

Roadside Assistance• Apple partnered with AAA, the foremost leader in roadsideassistance in North America.
• The Roadside Assistance via
satellite is available to iPhone 14,
iPhone 14 Pro, iPhone 15, andiPhone 15 Pro users.
• The user can text for roadsideassistance in locations with nocellular or Wi-Fi coverage.
• AAA members will have theirmembership verified and receive
service. Non-members can pay
post service completion.
• The service utilizes Apple's
Emergency SOS via satellite,
launched in 2022.
• Roadside Assistance via satellite isavailable in the USA and Puerto
Rico starting September 22, 2023.

SBD Perspective• Apple operates under abusiness strategy that allows
it to directly control the userand developer ecosystem andintroduce new products to themarket.
• Apple avoids taking numerous
chances by releasing goods
that aren't ready for sale.
• The Tech Giant which is driven
by ‘Scale’, is at present ‘Highly
Focused on Customer’
products and partnering with
automakers to develop in-car
technologies based on
smartphones.

36

Global36

Major movers

Top communicator

Top Communicator: Hyundai Mobis
Hyundai Mobis, a division of the Hyundai Motor Group, is one of the leading global auto suppliers to the automotive industry. The
term "MOBIS MOBILITY MOVE 2.0" refers to the rapid advancement of future mobility, electrification, and autonomous driving
technology. Hyundai Mobis will be working with Volkswagen to influence the development of the vital battery-related parts of electricvehicles. A greener and more technologically sophisticated automobile future is assured thanks to several partnerships,
collaborations, and scientific innovation.
MOBIS MOBILITY MOVE 2.0

Why are they Major Movers?

C
A
S
E
S
USA
China
EuropeOther• Hyundai Mobis is emphasizing
electrification, which aligns
with the global shift towards
electric mobility.

••• The company’s strategy isbuilt around a core businessesof electrification, Next-gen
chassis and connectivity.

The company has begun thedevelopment of 5G-based V2X
integrated control technology which
would be important for autonomous
driving.

Hyundai Mobis approaches theEuropean market focusing on three coresolutions, including electric vehicle corecomponents such as battery systems
and power electronics (PE systems).

•

Hyundai Mobis and Autotalks havecollaborated to develop connectivity
modules called MTCU (Multi-functional
Telematics Control Unit).

•

They have also announced plans todevelop an 800V battery system and a
3rd gen PE system for highperformance electric vehicles.

• The diversified approach ofproviding comprehensive
solutions to the industry is
positioning Hyundai Mobis
well.
• Hyundai Mobis is expanding its
presence in the EU market,
which is a hub for automakers
and innovative technology
standards.

Connectivity

Autonomous••

Hyundai Mobis’ next-generation parking
control system, MPS 1.0 P(Premium) learns the driving route andperforms parking using ultrasonic andsurround view monitor cameras
The company has begun thedevelopment of 5G-based V2X
integrated control technology which
would be important for autonomous
driving.

Electric Mobility

SBD Perspective• The launch of Mobis Mobility
Move 2.0 and the recent
award of a contract by
Volkswagen for the delivery oflarge-scale battery systems
demonstrates the company's
commitment to electric
mobility.
• Hyundai Mobis' participation inseveral CASES categories
indicates that it will have asignificant impact on theEuropean market.
• The growth of technology
might play a key role in theparent company’s (Hyundai
Motors) initiative “Unlock the
Software Age ” to offer SDVs
by 2025.

37

Global37

Everything Else
Relevant news articles from the last quarter

Contents
Page

About SBD

Contact Us

Everything Else

Connected

Connected News from the last 3 months
Source

Title

Date

Link

15/06/23

Link

15/06/23

Link

Politico

Stellantis invests in 10 mobility startups and one mobility venture fund with goal toachieve sustainable mobility
EU gets pressure from France to act against Chinese automaker automotive entry

Mercedes-Benz

Mercedes-Benz will train 600+ employees to be data and AI specialists

25/07/23

Link

Audi

YouTube will be available on some Audi models

25/07/23

Link

BMW Group

MINI adopts a round OLED display supporting MINI OS 9

27/07/23

Link

LinkedIn

Mercedes-Benz implements GitHub copilot for software developers to use
Blockchain-based carbon emission monitoring system being introduced by Hyundai
Motor and Kia

28/07/23

Link

28/07/23

Link

mimik Technology

SDV being explored by mimik Technology and BlackBerry partnership

10/08/23

Link

Continental

AWS partners with Continental to explore SDV

17/08/23

Link

TechCrunch

Massachusetts right to repair law enforced by NHTSA

23/08/23

Link

Wind RiverZEEKR partners with Wind River for EEA development

23/08/23

Link

TechCrunch

GM looks to Google for AI chatbot

29/08/23

Link

EVgo

EVgo and Amazon partner for Alexa based EV navigation

31/08/23

Link

The Verge

AWS supports BMW with autonomous vehicle data

05/09/23

Link

HyundaiHyundai Pay in-vehicle service comes to 2024 Kona

06/09/23

Link

TechCrunch

New satellite roadside assistance provided by Apple and AAA

12/09/23

Link

Reuters

EU considers tariffs on Chinese electric vehicles

13/09/23

Link

Stellantis

Automotive World

39
39

Everything Else

Connected

Connected News from the last 3 months
Source

Title

Date

Link

The Verge

Native Android software gets Prime Video and more with new update

13/09/23

Link

CNBC

NIO creates smartphone to enhance vehicle experience

20/09/23

Link

40
40

Everything ElseAutonomous

Autonomous News from the last 3 months
Source

Title

Date

Link

Tesla Oracle

Tesla HW4-equipped vehicles come with a new radar

19/06/23

Link

RivianRivian removes the driver facing camera from vehicles

20/06/23

Link

Automotive World

Audi releases intelligent OLED headlights and rear lights with added safety features

26/07/23

Link

GM

Driver education for assisted driving features explored by GM

26/07/23

Link

ToyotaToyota collaborates with third parties in 3 safety research projects

27/07/23

Link

Wind River

Automated driving solutions explored by Wind River and Horizon

31/07/23

Link

Waymo

Autonomous driving company Waymo expands to Austin, Texas

03/08/23

Link

Inside EVs

Autonomous driving company Cruise has vehicle collide with semi-truck

08/08/23

Link

The Verge

California approves of 24/7 operations of robotaxis

10/08/23

Link

Ford

Ford offers free-trial for BlueCruise and opts for subscription-based model

14/08/23

Link

Mercedes-Benz

SAE Level 4 autonomous solution introduced by Mercedes-Benz for valet parking

15/08/23

Link

Automotive NewsADAS can help save 250,000 lives over 30 years according to AAA funded study

17/08/23

Link

Aisin

Aisin targets school zones as key areas to increase driver safety and awareness17/08/23

Link

TechCrunch

Regulators mandate Cruise to reduce fleet by 50% following crash

18/08/23

Link

Bosch

Video perception standalone product offered by Bosch

24/08/23

Link

Inside EVs

FSD v12 Demo by Elon Musk

28/08/23

Link

Electrek

Ford gains approval from Germany to enable BlueCruise on their roads

29/08/23

Link

41
41

Everything ElseAutonomous

Autonomous News from the last 3 months
SourceDate

Link

29/08/23

Link

31/08/23

Link

Schaeffler

NHTSA questions Tesla’s hands-free driving with minimal driver monitoring
Volvo Autonomous Solutions achieves milestone by removing safety driver fromautonomous mining truck
Self-driving shuttles developed by Schaeffler and VDL Groep

31/08/23

Link

Teslarati“Autosteer on city streets” is now available for Tesla FSD

04/09/23

Link

The Verge

AWS supports BMW with autonomous vehicle data

05/09/23

Link

Detroit Free Press

Cruise will start building Origins vehicles at Factory Zero soon

07/09/23

Link

BBC News

Autonomous electric bus begins operations in Oxfordshire

08/09/23

Link

Handelsblatt

BMW receives approval for L3 autonomous solution in Germany

28/09/23

Link

The Verge
Automotive World

Title

42
42

Everything Else

SharedShared News from the last 3 months
Source

Title

Date

Link

LinkedIn

Ride share company Uber has its first profit

31/07/23

Link

The Verge

California approves of 24/7 operations of robotaxis

10/08/23

Link

TechCrunch

Regulators mandate Cruise to reduce fleet by 50% following crash

18/08/23

Link

Hyundai Motor Group

Hyundai Motor Group partners with SG Enable and SAVH to research mobility solutions
for those with visual impairments

19/09/23

Link

43
43

Everything ElseElectric

Electric News from the last 3 months
SourceDate

Link

06/06/23

Link

15/06/23

Link

This Is Money

Citroën aims to develop and EV that supports persons with disabilities
Stellantis invests in 10 mobility startups and one mobility venture fund with goal toachieve sustainable mobility
Used EV values have dropped significantly in 2023

12/07/23

Link

Automotive World

Partnership talks between Subaru and Panasonic Energy for cylindrical Li-ion batteries

31/07/23

Link

GM

Bidirectional charging to come to GM Ultium-based EVs

08/08/23

Link

GM

GM e-delivery vehicles, BrightDrop EVs, to be brought to Mexico

08/08/23

Link

TechCrunch

Cadillac announces all electric Escalade IQ

09/08/23

Link

Reuters

JI YUE intelligent technology brand created by Geely

14/08/23

Link

Reuters$40 million settlement between Karma and Lordstown Mo

15/08/23

Link

Automotive World

GM invests in Mitra Chem for battery material AI technology

16/08/23

Link

TechCrunch

Ford invests in Canada facility to secure battery supply material

17/08/23

Link

Acura

Acura announces 2024 all-electric ZDX and ZDX Type S

17/08/23

Link

Automotive World

Fleet electrification explored by Webfleet and VEV partnership

17/08/23

Link

Automobili Pininfarina Automobili Pininfarina releases new electric hyper car

17/08/23

Link

JLR

JLR looks to use old EV batteries as storage for solar and wind powered systems

23/08/23

Link

Automotive WorldBMW Plant Leipzig will get logistics center for high-voltage batteries

25/08/23

Link

Automotive News

Ford is optimistic on future of EVs despite current setbacks

27/08/23

Link

Teslarati
Stellantis

Title

44
44

Everything ElseElectric

Electric News from the last 3 months
Source

Title

Date

Link

28/08/23

Link

28/08/23

Link

Stellantis

Duke Energy and Ford launch home charging pilot with intention of saving consumers
money and supporting the grid
Stellantis will support dealership electrification with Charge Enterprises partnership

The Verge

Mercedes-Benz opens DC fast charging hub in Atlanta, Georgia

28/08/23

Link

Inside EVs

FSD v12 Demo by Elon Musk

28/08/23

Link

FiskerFisker to deliver Ocean One vehicles to Canada by end of September

29/08/23

Link

Automotive World

BorgWarner will use STMicroelectronics for Viper-based power module

31/08/23

Link

EVgo

EVgo and Amazon partner for Alexa based EV navigation

31/08/23

Link

The Verge

Fisker Pear offers disappearing trunk

31/08/23

Link

Electrek

New Tesla Model 3 Highland unveiled

31/08/23

Link

Electrek

Polestar to release Polestar 4 SUV and smartphone in China

06/09/23

Link

Honda

Honda to adopt Tesla’s NACS for vehicles in North America

07/09/23

Link

HiltonTesla will install 20,000 universal charging stations at 2,000 Hilton locations

07/09/23

Link

BP

BP opens Gigahub charging center in Birmingham

07/09/23

Link

BBC News

Autonomous electric bus begins operations in Oxfordshire

08/09/23

Link

Autoevolution

Rivian CFO confirms there will be changes for the R1S and R1T in 2024
BMW Group, Ford Motor Company, and American Honda Motor Co., Inc. havepartnered to create a platform to connect electric utilities and automakers called
ChargeScape

09/09/23

Link

12/09/23

Link

Ford

Ford
45

45

Everything Else

SecureSecure News from the last 3 months
Source

Title

Date

Link

Automotive World

Audi releases intelligent OLED headlights and rear lights with added safety features

26/07/23

Link

Mercedes-Benz

Mercedes-Benz is focusing on reducing the number of counterfeit parts sold online

17/08/23

Link

The Times of India

India will implement its own crash test rating

20/08/23

Link

Automotive News

GM will close Arizona IT center

23/08/23

Link

Wind RiverZEEKR partners with Wind River for EEA development

23/08/23

Link

Automotive News

Dodge and Kia among most stolen vehicles

31/08/23

Link

The Economist

US cities are suing car manufactures claiming a rise in crime due to car thefts

31/08/23

Link

Carscoops

Hyundai and Kia’s $200 million dollar settlement rejected by US judge

31/08/23

Link

Wired

New data shows US Kia and Hyundai thefts are still large

23/09/23

Link

46
46

Contact Us

Contact SBD Automotive

Do you have any questions?
If you have any questions or feedback about thisresearch report or SBD Automotive’s consulting services,
you can email us at info@sbdautomotive.com or discusswith your local account manager below.

info@sbdautomotive.com

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North America
garrencarr@sbdautomotive.com+1 734 619 7969

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47