It’s anybody’s guess when it comes to future demand for EVs. KPMG is the latest to put a perspective out on the subject – drastically slashing timelines for EV adoption based on a survey of senior industry executives. KPMG says the surveyed executives reported a median expectation for EV adoption by 2030 to 35% of sales from 65% … Read More
When I think about Tesla’s impact on the wider automotive industry, I conjure images of auto CEOs waking up in the middle of the night in cold sweats. It isn’t just that Tesla virtually or actually gets away with murder, it’s that the level of impunity is almost completely unchallenged by regulators and is actually celebrated by consumers… Read More
Automakers worldwide have scaled back production due to a shortage of semiconductors. Companies which have announced temporary halts on production include Volkswagen, Toyota, General Motors, Ford, Nissan, Honda, Suzuki, Mitsubishi, Daimler (Mercedes) and Stellantis (merger of Fiat-Chrysler and Peugot).
IHS Markit estimates… Read More
– Semiconductor shortage is like toilet paper shortage in early Covid
– Panic buying, hoarding, double ordering will cause spike
– Could cause a year+ of dislocation in chip makers before ending
– Investors, Govt & Mgmt will get a wake up call from earnings hit
Auto industry is just a prominent tip … Read More
Gamestop isn’t the only source of wild stock market gyrations. In fact, one might argue that the crazy valuations gravy train got its start at a humble little car company called Tesla Motors. Tesla’s stock has more than doubled in value from $400, six months ago, to more than $850 today.
Competing, so-called legacy, auto makers… Read More
Ford Motor Company’s debt may have been downgraded to junk this week, but the company’s savvy strategy for vehicle safety and connectivity has had an outsize influence on the broader automotive industry. That is the takeaway message from this week’s ITS California gathering of transportation executives taking place in Los
Five or ten years ago it would have been hard to imagine someone from Ford Motors giving the keynote at a technology summit at a major EDA company like Synopsys. However, on November 2[SUP]nd[/SUP], Synopsys hosted a seminar on the topic of Automotive Architecture Design and System Testing, and Ford Technical Fellow Jim Buczkowski… Read More
It’s hard to be a thought leader around the future of transportation when the entire market seems to be moving in one of three directions simultaneously: either ride hailing (Uber, Lyft), car sharing (Zipcar, Car2go) or automated driving (Google, Tesla). If you’re Ford Motor Company and you care about whether you are adding to … Read More
Cnet reports that, starting this week, AT&T is offering “Unlimited Plan” customers the option to add connected cars or a ZTE Mobley Wi-Fi plug-in device to their plan for $40/month for unlimited data – $10/month will buy 1GB. The plan applies to certain Buick, Audi, Chevrolet, Cadillac, GMC, Jaguar, Land… Read More
Goldman Sachs defines the Internet of Things (IoT) as the third wave of internet revolution: By connecting billions of devices to the internet, the IoT can open up a host of new business opportunities and challenges. According to McKinsey, the IoT has the potential to create up to $6 trillion economic value annually by 2025. According… Read More