4.2 changing mobility, the new automotive landscape (By Lieven Claeys)

Smart mobility - the new automotive landscape 1
CONFIDENTIAL Template Innovation Day 2017CONFIDENTIAL
Smart mobility,
the new automotive landscape
Lieven Claeys
Key Account Manager – Internet of Things
Lieven.claeys@verhaert.com
TRACK 4 - SMART INDUSTRIES

CONFIDENTIAL

CONFIDENTIAL
SMART MOBILITY
Emerging innovative technologies Customer preferences
Bring a well established system for decades on the verge of a major transformation
At what speed and in which direction will the transformation take place?
Whatever the direction will be, these forces will have the potential to alter
the current industry structures, business models, the existing value
chain, competitive dynamics and customer value propositions.

CONFIDENTIAL
TWO VISIONS
Incumbent
view
• Incremental growth to
future.
• Idea that current
ecosystem will mostly
remains.
• Controlled introduction
of advanced
technologies but
sustain the current
model.
Disruptor
view
• Giant leap towards
fully autonomous cars,
on demand.
• No legacy business, no
stakes to protect.
• New entrants - Tech
Giants - pushing the
transformation.
Will private ownership
of driver controlled
cars remain more or
less unchanged?
Or will we migrate to
a driverless system of
shared mobility?

CONFIDENTIAL
TWO VISIONS
Will private ownership
of driver controlled
cars remain more or
less unchanged?
Or will we migrate to
a driverless system of
shared mobility?
Incumbent
view
Their view of the future
• Preserve flexibility for
customers
• Create value thru
connected car
• Scale down advanced
technology from high
end vehicles
• Regulations blocking
factor
• Challenge of
introducing new
advanced technology
Believe that they can
remain at the center,
manage speed and
timing of new forces!
Disruptor
view
Their view of the future
• Working on radical different
system than today’s
personal, driver-controlled
cars
• No more traffic jams
• No more car crashes
• No need for large parking lots
• Drastic reduction of energy
consumption
• High reduction in cost per
km/ml
• Smart infrastructure
• Easier law enforcement
• Multimodal transportation
• Car sharing services

CONFIDENTIAL
FOUR FUTURES
Incremental
change
Self driving
Car sharing
Accessible
autonomy
Autonomous
ADAS
CONNECTEDCARDriver
Personal SharedOWNERSHIP
VEHICLECONTROLE
1
2
3
4
Low HighASSET EFFICIENCY
Technologyinnovation
Business model innovation
• Sensor systems
• Image processing
• Camera technology
• 3D rendering
• High speed connectivity
• R/T processing
• Blockchain
• AI
• Behavior analysis
• Cloud
• Mobile platforms
• Edge computing
• AR
• Data analytics
• V2X
NEW MOBILITY
ECOSYSTEM
Source : Graphics, Deloitte University Press, The future of mobility

CONFIDENTIAL
• Private ownership remains.
• Privacy, flexibility and convenience are valued.
• Very little change in business model.
• Incorporating new vehicle lines with advanced
technology (ADAS, ISA, …) but full autonomy ?
• Branding & Lifestyle
FOUR FUTURES
Incremental change1

CONFIDENTIAL
EXAMPLES FUTURE 1
Incremental change
Incremental
change
Self driving
Car sharing
Accessible
autonomy
1
2
3
4
ADAS
CONNECTEDCAR
Connected
Car projects
Bike
Sensor

CONFIDENTIAL
CLICK TO INSERT SLIDE TITLECONNECTED CAR PROJECTS
Incremental change

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myJINI
Incremental change

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Incremental change

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• Still private vehicles for convenience & flexibility.
• Driverless features (ADAS) first serving safety
and other convenience benefits.
• Dawn of new design line of vehicles.
Driverless revolution2
FOUR FUTURES
High customization,
Personalization,
Tailored cars.
Classic 4-door,
Driver-in-front-on-left,
Gripping the steering wheel

CONFIDENTIAL
Incremental
change
Self driving
Car sharing
Accessible
autonomy
1
2
3
4
ADAS
CONNECTEDCAR
IMU
EXAMPLES FUTURE 2
Camera
Image
processing
Camera
based wheel
alignment
Self driving

CONFIDENTIAL
INNERTIAL MEASUREMENT UNIT
Self driving
Central sensing platform for Adaptive Safety Systems
Behavioral monitoring for Insurance companies

CONFIDENTIAL
FOUR FUTURES
• Shift in individual mobility behavior.
• Diverse on-demand mobility solutions via the smartphones.
• Consumers value convenience of p-2-p transportation
• No hassle with navigating traffic and finding parking space.
• From “one-vehicle fits all” to “solution for each specific purpose”.
• Number of cars per family could be reduced.
World of car sharing3

CONFIDENTIAL
Incremental
change
Self driving
Car sharing
Accessible
autonomy
1
2
3
4
ADAS
CONNECTEDCAR
EXAMPLES FUTURE 3
Car sharing

CONFIDENTIAL
stapp.in
Car sharing

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FOUR FUTURES
• Convergence of both the autonomous and car-sharing trend.
• Paradigm shift to mobility as a service, a new mobility experience.
• Seamless intermodal transportation – faster, cheaper, cleaner & safer.
• Car becomes merely a platform, an accessory to your smartphone.
• Tremendous opportunities to monetize new value in-transit.
Accessible autonomy4

CONFIDENTIAL
FOUR FUTURES
The Lillium Jet
Airbus Pop.Up System

CONFIDENTIAL
Incremental
change
Self driving
Car sharing
Accessible
autonomy
1
2
3
4
ADAS
CONNECTEDCAR
EXAMPLES FUTURE 4

CONFIDENTIALCONFIDENTIAL
360% verkeerskundig inzicht dankzij
het zicht op rotondes en ongeregelde
kruispunten
Optimalisatie van de wachttijden
aan geregelde kruispunten
Real-time zicht op het verkeer
voor de wegbeheerder
Cloud geconnecteerde producten voor
verbeterd verkeerskundig inzicht en regeling
Samenwerken voor een betere regeling:
Vialis op de concurrentie
Cash flow vanuit een onverwachte hoek:
services voor logistieke partijen
Ruimte voor kwaliteitsvol verkeerskundig
advies dankzij automatisatie
€

CONFIDENTIAL
–
SCANAUTO
CITY DATA STEREAMING
(PARKINGSPOT SURVEILLANCE, …)
TODAY DRIVER CONTROLLED,
TOMORROW AUTONOMOUS.
DIGITALE FIETSSLEUTEL –
FIETS MET APP OPENEN MAAKT FIETSDELEN
MOGELIJK MET BEPERKTE INFRASTRUCTUUR
TRACEREN WAGENS – BIJ HET
BINNENRIJDEN VAN UTRECHT GEKOPPELD
AAN AUTOMATISCH BETALINGSSYSTEEM
ADAPTIEVE PARKEERPLAATS –
RESERVATIE EN OPTIMALISATIE VAN
PARKEERPLAATSEN VOOR
ZWAKKERE GEBRUIKERS
SAFE LIGHTS – STRAATVERLICHTING OP KRITIEKE PUNTEN
AFSTELLEN IN FUNCTIE VAN FIETSEND VERKEER. WARNING TO
DRIVERS OF APPROACHING BYCICLES.
SLIMME VERKEERSSTURING – ADAPTIEVE REGELING
VAN VRI’S TER VERBETERING VAN TRAFFIC-FLOW.

CONFIDENTIAL
EFFECTS ON ESTIMATED COST/KM
Incremental
change
Self driving
Car sharing
Accessible
autonomy
AutonomousDriver
VEHICLECONTROLE
1
2
3
4
NEW MOBILITY
ECOSYSTEM
~1€
~0,5€ ~0,3€
~0,7€
Source : Graphics, Deloitte University Press, The future of mobility

CONFIDENTIAL
COURSE OF CHANGE
Incremental
change
Self driving
Car sharing
Accessible
autonomy
Autonomous
ADAS
CONNECTEDCAR
Driver
VEHICLECONTROLE
1
2
3
4
NEW MOBILITY
ECOSYSTEM
A
B BB

CONFIDENTIAL
1. Step A – Gradual adoption of sharing assets
• From pure personal ownership to sharing assets already under way.
• Demand – Supply matching platforms evolving rapidly.
• Soon, competition will start to play its role to reduce market prices.
• Technologies as ADAS and ISA are being introduced.
2. Step B – Shift to driverless
• Acceptance further away than car-sharing
• Technology limitation,
• Security
• Liability
• Speed of overcome will be key to the adoption of autonomous driving.
• Automakers shift from driver-only to driver-assist to autonomous.
• Disrupters – like Google – jumping straight to full autonomous.
• Also, shift from 3 to 4 due to economic incentive to reduce THE biggest cost
factor in ride-sharing being the driver.
COURSE OF CHANGE ?

CONFIDENTIAL
NEW COMPETITION AND COOPERATION
OEM
OEM
OEM
Tier 1
Tier 1 Tier 1
Established OEM
OEMs compete with
each other
Established suppliers
OEM
Tier 1
Established OEM
Established suppliers Mobility Providers
Emerging OEM
Tech giants
Tier 0.5
Tier 1
OEM
OEM
Software
Suppliers
Google
New OEMs
BYD
Specialty
OEM
Tesla
Car Sharing
ZipCar
Lyft
OEMs compete in
a complex market space
Content-
providers
Netflix
Spotify
Telco’s
AT&T
Verizon
Ericsson
Consumer
Electronics
Apple
Source : Graphics, McKinsey&Company, Automotive revolution, Jan ‘16

CONFIDENTIAL
Production
Product
development
(SW)
Product
development
(HW)
Service
NEW MOBILITY VALUE CHAIN
Design
Established players
STEP ALONG THE MOBILITY VALUE CHAIN
Sales
Specialty emerging
players
Tech Giants
& new entrants
Mobility Providers
Tier 0.5 system
integrator
New entrants are more focused in their product offering and activities along
the value chain and attractive market segments and may expand from there.
Due to this transformational disruption of the value chain: there is
a call for action to decide “where to play” and “how to win”.
Focused

CONFIDENTIAL
1. The new mobility ecosystem could spark a “virtual” value chain by
capturing, aggregating and analyzing mobility-related data.
• Provide end-to-end mobility services
• Manage the mobility network
• Create and manage in-vehicle experience (content, in-vehicle services)
• Capture, analyze and monetize predictions of where people travel,
routes they take and what they do along the route.
2. Opportunity for infrastructure enablers
• Provide safe & efficient movement with physical, energy and digital infrastructure.
• Smart tolling, traffic flow mgmt., seamless connectivity, …
• Network security
HOW COULD THE FUTURE LOOK LIKE ?

CONFIDENTIAL
3. Effects will extend beyond just automotive industry
HOW COULD THE FUTURE LOOK LIKE ?
Automotive manufacturers
Gain complete new capabilities to build new
customized products, define new
manufacturing techniques (3D) and adapt
supply chain.
Technology firm
driving much of the transformation, toppling
existing structures. The vehicle is just
another platform in the multi-device world.
In highly advantage position to capture
information and new value
Insurers
Addition from personal liability to system-
failure insurance.
Government
Erosion in tax income due to reduction in
fuel, vehicles sales, speeding. Shift to tax
based on movement.
Retail
Increase in sales due to new mobility
platform integration and home delivery
options.
Energy
Lower fossil fuel energy consumption from
improved vehicle efficiency & lighter
materials.
Media
Increase in consumption of multimedia and
information due to time not driving.
Telecom
Tremendous additional bandwidth
requirements to meet demand for
connectivity and reliability.

CONFIDENTIAL
Retail
Railroad
Office
Road
Home
Bike Paths
FUTURE MOBILITY ECOSYSTEM
Customer relations
User control
Data collection
Predictive analysis
Content creation
In-vehicle services
Predictive content analysis
Tolling
Congestion pricing
Flow management
Parking management
Supply-demand
Smart consumption
Battery lifecycle mgmt
Car and Pod OEM
Parts
Autonomous drive HW & SW
Mobility Management In-transit vehicle experience Fleet operators
Infrastructure Vehicles
Digital infrastructure Connectivity – Security & Privacy – OS
Energy
Vehicle tracking
Financing & Insurance
Operations
Source : Graphics, Deloitte University Press, Tomorrow’s mobility ecosystem

CONFIDENTIAL
1. If we talk about industry transformation, the automotive
industry will surely be impacted heavily.
2. All aspects of current human-driven, personally owned
car will be challenged.
3. The emerge of non-traditional revenue channels,
ownership of the mobility value chain has the potential
for disruption.
4. Value propositions will evolve from “hardware provider”
to “integrated mobility service provider” – differentiation
realized through digital end-to-end user experience.
5. Incumbents and disrupters will need each other to make
up the new ecosystem.
TAKE AWAYS

CONFIDENTIAL
Thank you
Lieven Claeys
Key Account Manager – Internet of Things
E lieven.claeys@verhaert.com
M +32 478 887 792
in/lievenclaeys

CONFIDENTIAL
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