The 10 Biggest Tech Companies Disrupting Autonomous Driving: Amazon, Baidu, Huawei, Intel, Microsoft and more

This report examines the capabilities of the 10 biggest Tech Companies in Autonomous Driving and their potential in rising new business models.

Tech Giants are entering the Mobility Market to capitalize on their expertise in AI and Software which are critical for Autonomous Driving and the digitalization transformation of the auto industry”
— Auto2x

LONDON, UK, February 6, 2022 /EINPresswire.com/ -- The world’s biggest Tech Companies, including Amazon, Apple and Microsoft, together with Chinese Majors Alibaba, Baidu, Huawei and others, are expanding their presence in the automotive industry to monetize the capability gap of existing Tier-1s in Software, AI, and data needed for Autonomous Mobility. They are also supporting the digitalization transformation of major carmakers and suppliers.

As the value creation in Mobility shifts from hardware to software, this expansion threatens major Tier-1 Suppliers Bosch, Continental and others, who still maintain the lion’s share in the radars and cameras for ADAS, but need to transform quickly to the needs of Autonomous Mobility to maintain their position in the market.

This report examines the capabilities of the 10 biggest Tech Companies in Autonomous Driving and their potential to capture share in rising new business models in Autonomous Mobility.

1) Alibaba
2) Amazon
3) Apple
4) Baidu
5) Huawei
6) Intel
7) Microsoft
8) Samsung
9) Sony
10) Tencent

Tech Companies are building capabilities to become the new, core Suppliers of Autonomous Driving.

We assess each one of the companies based on three parameters:
 Technology Competitiveness: Includes the availability of L2-L4 Features, Sensors (e.g. lidar), Chips, Cloud, SW Stack and AMoD
 Strategy Execution: Assesses the company’s vision, investments, partnerships, manpower in AD and plans in robotaxis and MaaS
 Market Positioning: Quantifies the client base across carmakers and suppliers, the geographical coverage of services and AD revenues

Today, the majority of revenues in ADAS and Autonomous Driving come from sales of ADAS sensors, i.e., radars, cameras, ultrasonics , together with ADAS features. By 2025, Lidar and Automated Driving-Domain Controllers to support Lv.3-4 will also become substantial revenue pools. New Tech Suppliers of ADAS and Autonomous Driving technology, specifically the Chinese Giants such as Baidu, aim to monetize their experience in Software & AI, together with their unique position in China’s booming electric, shared and autonomous market, by engaging in a series of parallel strategies.

Carmakers are already starting to work with cloud computing providers for a variety of application segments—including software development platforms and SaaS.

 Amazon Web Services holds a strong position in this domain counting Lyft, TuSimple, HERE, Toyota Research Institute, and nuTonomy among its clients

 Microsoft Azure is also being used by carmakers such as VW (Feb’21), Ford, and Cruise (Jan’21) among others.

 Alibaba, the Chinese e-commerce giant, has formed an EV joint venture with SAIC, while Didi Chuxing – the Chinese ride-hailing provider – has partnered with automaker BYD in D1 development – an electric vehicle specifically designed for ride-hailing services.

 Huawei has recently launched new products in Autonomous Driving focusing on ADAS sensors (4D imaging radar), HMI (AR-HUD) during their product launch titled ‘Focused Innovation for Intelligent Vehicles’.

 Samsung Electronics will work together with Tesla to develop chips for their next-gen HW 4.0 for autonomous driving.

We identify a number of opportunities for Tech Companies to enter or disrupt the existing supply chain.

1) Next-gen Perception Hardware for Autonomous Driving: imaging radars, advanced cameras and lidar for L3-5 Autonomous Driving
2) Software: chips for Autonomous Driving
3) AI: From AI for AD to AI for HMI such as in-car AI assistants
4) Data-based Mobility Business models such as in-car e-commerce
5) Connectivity and cloud: 5G, Connected Infrastructure and Smart Cities
6) Autonomous Shared Mobility: AMoD / robotaxis, autonomous deliveries

Table of Contents

Executive Summary
1. The Competitiveness of New Tech Suppliers across Technology, Strategy and Market
2. The major opportunities for Tech Giants to disrupt current Tier1s in Autonomous Driving
4. New Sensors for L3-4, Supercomputers & Software are becoming new battlefronts
5. Learn how new Tech Suppliers aim to monetize their expertise in AI and Software
6. Amazon and Microsoft benefit from the need for Cloud-based development of ADAS
7. Rising competition for new revenue pools from Robotaxis & Autonomous Deliveries
8. Chinese Tech-giants bet on the smart car-hailing revolution
9. Key Collaborations between New AD Tech Suppliers & Carmakers
10. Chinese ADAS Suppliers are fuelling an investment boom in autonomous & shared Mobility
11. Summary of Core Competence and product portfolio of Tech Giants in Autonomous Driving

1. Alibaba
1.1. Alibaba’s Products and client base in ADAS and Automated Driving
1.2. Investments in Autonomous and Shared Mobility
1.3. Assessment of Readiness in Autonomous Driving

2. Amazon
2.1. Portfolio in Mobility: AWS, Autonomous Deliveries
2.2. Investments in Mobility
2.3. Opportunities for Amazon: In-car e-commerce paired with ride-hailing or autonomous deliveries
2.4. Assessment of Readiness in Autonomous Driving

3. Apple
3.1. Apple’s Ambition in Electric & Autonomous Cars
3.2. Apple’s Investments in Mobility
3.3. Current offerings & Recent activity
3.4. Assessment of Readiness in Autonomous Driving

4. Baidu
4.1. Baidu’s Portfolio of Products and Services in Autonomous Driving
4.2. Baidu Apollo
4.3. Testing Robotaxis in China and California
4.4. Baidu is building Smart City Infrastructure
4.5. Collaborations with Chinese carmakers in ADAS
4.6. Investments in Autonomous and Shared Mobility
4.7. Assessment of Readiness in Autonomous Driving

5. Huawei
5.1. Expertise in ADAS and Portfolio of ADAS Sensors and Features
5.2. Collaborations with Chinese carmakers in ADAS.
5.3. Assessment of Readiness in Autonomous Driving

6. Intel
6.1. Intel’s Mobileye
6.2. Mobileye’s ADAS revenues and portfolio
6.3. Mobileye’s partnerships in ADAS
6.4. Assessment of intel’S Readiness in Autonomous Driving

7. Microsoft
7.1. Microsoft’s ambition in Mobility
7.2. Current Offerings: Automotive Cloud Microsoft Azure
7.3. Partnerships with OEMs
7.4. Assessment of Readiness in Autonomous Driving

8. Samsung Electronics
8.1. Samsung’s plans in Autonomous Driving
8.2. Samsung’s Investments in Mobility
8.3. Current Product Portfolio and Recent Activities
8.4. Samsung’s Commercial Partnerships with OEMs
8.5. Assessment of Readiness in Autonomous Driving

9. Sony
9.1. Sony’s Product Portfolio in Autonomous Driving
9.2. Assessment of Readiness in Autonomous Driving

10. Tencent
10.1. Tencent’s products in Autonomous Driving
10.2. Collaborations with German Carmakers
10.3. Investments
10.4. Assessment of Readiness in Autonomous Driving

Mariola Skoczynska
Auto2x LTD
+44 7825 686532
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