TABLE OF CONTENTS About SBD Introduction Executive Summary Top Trends Special Edition Major Movers Big Thoughts Everything Else Contact Us RELATED SBD  REPORT 220 – Bi-Monthly Market Insights SBD's Bi-Monthly Market Insights contextualize the most important announcements for industry stakeholders. Further analysis identifies their short and long-term impacts and maps out the best practices for responding to them. #2210
Disruption Radar Many companies today have quarterly reviews that work to assess their recent activity, output, and financial results while looking to the future. These reviews often provide an outside-in perspective, that helps re-tune tactics, and an opportunity for companies to establish targets for the next quarter. Within the connected, autonomous, shared mobility, EV, and security (CASES) sectors – a multitude of new developments and announcements occur within each quarter. Likewise, across these sectors, every quarter provides a new series of announcements, partnerships, and acquisitions. This is in addition to the new technologies, innovations, and concepts showcased by key industry players at automotive events held throughout the year. With more announcements coming from the CASES landscape at an increasingly frequent rate, tracking these developments and assessing the most significant ones for the industry can quickly become a difficult task. SBD’s Quarterly Wrap-Ups provide a structured, focused, analysis of CASES developments over the previous quarter. Each report highlights the key themes of the announcements made every quarter as well as the subtle market changes that could point towards longer-term trends in the future. The report series works similarly to understand, and anticipate, how this market as a whole is expected to change in the coming months. COVERAGE FREQUENCY PUBLICATION FORMAT PAGES GLOBAL ANNUALLY QUARTERLY ONE-OFF PDF POWERPOINT ONLINE
>> What were the key themes across all the CASES- related announcements made over the last 3 months? >  What should you look out for over the coming months? >  What do these announcements mean and how could they affect the eco-system? >> What subtle changes to the CASES market occurred that may point towards longer- term trends? This research supports Do I have access? Request a quote for Quarterly Wrap-Ups Quarterly Report for 2023 Request price SBD Quarterly Wrap-Up Summary & insights of the top trends from the last three months 2210 - Quarterly Wrap-Up
2
Special Edition »
31
Introduction »
▪ Hot off the press Executive Summary »
Top Trends »
▪ Google establishing new partnerships ▪ Automakers prioritize car navigation upgrades ▪  Tech giants are improving the interactive experience ▪ New players joining the SDV bandwagon ▪ Specialized AV developers are the most preferred partners ▪   Autonomous mobility inching closer to commercialization ▪   Automakers are investing more in hydrogen fuel ▪ EV players engage in a price war ▪ New EVs come with extended range ▪ Cyber security and authentication going mainstream •  AI’s early applications in automotive 5
Major Movers »
34 7 ▪ European Council ▪ Mercedes-Benz • AFEELA 10 ▪  C2A Security ▪  BMW Group
Big Thoughts »
▪   Software Defined Vehicles 41
Everything Else »
▪ List of News Articles 50
59 Introduction Introduction SBD's Quarterly Wrap-up helps you quickly catch-up on CASES trends from the last three months, providing insights from our analysts on the impact of major announcements.
How to use this Report
Top Trends
Trends organized within SBD's Trend Radar and categorized by CASES Related news explained for each trend 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
Big Thoughts
One big topic chosen that is relevant to each quarter SBD experts analyze the topic in depth providing data & insight
Everything Else
Complete list of every major news article and announcement from the last quarter Articles organized by CASES 6 Example slides from the report _ Trend Radar
1 Google establishing new partnerships Tech giant Google is working on supplying vehicle software and services 2 Automakers prioritize car navigation upgrades Automakers look to add more screens and embedded applications W Tech giants are improving the interactive experience The interactive in-cabin experience are seeing significant updates 4 New players joining the SDV bandwagon Automakers and suppliers moving towards the SDV Architecture A G Specialized AV developers are the most preferred partners Automakers are further developing autonomy with the help of strategic partners S 6 Autonomous mobility inching closer to commercialization Investments being made to enhance the safety, efficiency and reliability of autonomous vehicles 7 Automakers are investing more in Hydrogen fuel Some automakers are exploring hydrogen fuel cell technology E B EV players engage in a price war Strategic price cuts occur for EVs across market 9 New EVs come with extended range Automakers are deploying better EV technology on high-end models Cyber security and authentication going mainstream With more connectivity in cars keeping them secure is an issue AI's early applications in automotive OEMs are integrating AI into their entire value chain Special edition (Let us know if you'd like to hear more in future editions) 8
Google lost some footing in the automotive industry when Stellantis announced several months ago they were not going to use Android Automotive software (unlike GM). However, recent developments show that Google is still a major player in the automotive software industry. Some new partnerships and improvement/upgrades in the existing services indicate that Google is pushing hard to stay relevant.
Polestar to utilize new
Google services
Polestar will utilize the new technology Google showcased at CES 2023 mのi Google’s new HD map will . debut on the Polestar 3. The HD map features will include detailed up-to date road information. Google plans on leveraging this detail to help with assisted driving USA China Europe Other . Now available in the US, Polestar 2 owners can use Google-Assistant-enabled devices to remotely access their vehicle.
Mercedes-Benz
partnering with Google
Announced in February 2023, Mercedes-Benz will be partnering with Google to bring their technology into Mercedes-Benz vehicles •  Mercedes-Benz will add Google's geospatial offering, information on locations, traffic information, and automatic routing within their new Mercedes-Benz Operating System (MB.OS) Assisted driving features . will get an extended range of visibility via the Google Maps data, that complements the sensor- suite (limited range)
Google adding EV-specific
data points to their maps
• EV owners with built-in navigation can now use a host of ext. features that Google is adding to their maps •  Automatic EV charging stops for one-stop trips • Adding a “very fast charging” filter Searching for the destination will show if there are any charging stations there
•  Polestar, GM (some
vehicles) and Renault are a few automakers that are using ‘EV map’ services from Google.
Qualcomm launches
Snapdragon Auto 5G
Infineon, Apex.AI
(Infineon)
Apex.Al   partner on SDVs
KIA allows OTA
software upgrades
Qualcoww
The slow nature of the automotive product lifecycle has traditionally made it difficult to respond to the ever-changing market dynamics and update vehicle features on the go. The convergence of electrification, autonomous driving and enhanced in-car UI/EX coupled with ubiquitous connectivity now creates an opportunity for the entire automotive industry to overcome these limitations and enhance customer experiences through novel business models, features, and experiences – all primarily enabled by software. •   Infineon Technologies AG and software firm Apex.AI have co-developed a new platform that expedites software development for automotive customers and enables faster integration of safety-critical automotive functions into future vehicles. Qualcomm has released the Snapdragon Auto 5G Modem- RF Gen 2 which boasts high- performance processing power and network capacity. •  Updates for the car’s head unit and navigation system will be simple to acquire through Kia's OTA, and any potential software faults will be fixed. It enables short-range . safety and mobility services and features a next- generation location engine. As fewer components are need, the new technology will result in lower costs. •  Kia's OTA ensures that consumers no longer need to manually download via the official Kia Navigation Updater Portal or go to a Kia dealership to update their vehicle's software. By integrating Apex.AI's software development kit and Infineon's AURIX TC3X microcontroller, the new platform will help manufacturers and their partners introduce new features and critical safety functions into vehicles. Snapdragon Auto 5G Modem- RF Gen 2 will be commercially available by late 2023. It is 3GPP Release 16 compliant. • Customers will benefit from more comfort and time savings through the OTA technology, which automatically updates the navigation and infotainment systems.
platform targeting SDV mの) USA China EURODE (Other 10
Shared mobility backed by autonomous driving technology can decrease transportation costs, expedite goods deliveries, reduce downtime and increase accessibility to low-income households and persons with mobility issues. A lot of investments are being made by automakers and AV developers in this space to enhance the safety, efficiency, and reliability of autonomous vehicles so they can be deployed in real-world scenarios. This is expected to continue in the future as automakers and tech companies introduce more pilot trials and governments make laws to make autonomous mobility a commercially viable option.
Toyota Gosei teases SAE
L4 mobility concept
vehicle
STARSHIP University of Notre Dame launches robotic deliveries Gatik launches
driverless deliveries in
Texas
• Gatik has started its driverless delivery operations in collaboration with Kroger, the American retail company • Gatik will operate 20-foot trucks that can transport frozen food seven days a week to make multiple deliveries to three Kroger locations from the company’s Dallas distribution center. • Trucks will run 12 hours a day, seven days a week, and will be doing a minimum of four runs to each of the drop- off locations m S USA China Europe Other Toyoda Gosei Co., Ltd., a company within the Toyota Group, has developed innovative technologies to be incorporated into the MX 221 concept model which is an SAE Level vehicle designed for autonomous mobility The technologies include a lap airbag, wireless power supply, LED lights for communication, and a UV-C LED disinfecting system. The vehicle is a collaborative project among six Toyota Group companies and is expected to launch after 2030. • The University of Notre Dame, GrubHub, and Starship Technologies are introducing robot delivery via Starship's fleet on campus Starship's fleet of up to 30 on-demand robots will deliver from six campus eateries: Au Bon Pain, Garbanzo, The Gilded Bean, Hagerty Family Cafe, Modern Market, and Taco Bell. The University's more than 17,000 students, faculty, and staff
Lowering the prices of EV models can increase their accessibility and lead to higher sales and market share. EV demand is expected to grow as more people become aware of their environmental benefits, and price cuts may be a strategy to capitalize on this demand, rather than being a sign of declining popularity.
Tesla price drop
Tesla has reduced prices by up to £8000 for the Model 3 and Model Y vehicles in the UK.のEの> USA China Europe Other All undelivered orders will have their pricing updated automatically to reflect the changes. The discounts mirror those made in China and other Asian markets.
Ford cuts prices on
Mustang Mach-E

efficiencies improve. Request the price Contact Us Contact SBD Automotive
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