Industry experts discuss safety in the mobility sector, predictions for automotive technology, future of Amazon's acquisitions, AV and EV companies, EV adoption, Tesla's self-driving capabilities, Biden's stance on autopilot safety, and mapping technology trends in the automotive industry.
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Quick takeaways
2021 will see an increase in visibility of wireless EV charging due to a new standard by SAE.
Rivian is expected to acquire a charging network to strengthen its EV presence.
PropTech companies are likely to merge transportation and real estate innovations post-COVID-19.
EV charging sector may undergo investment and consolidation to address demand and inconvenience issues.
Deep dives
Wireless EV Charging to Surface Stronger in 2021
Wireless EV charging is predicted to increase in visibility and strength in 2021, although not fully commercial yet, thanks to the release of a unified standard in October 2020 by SAE allowing for interoperable products.
Rivian Predicted to Acquire Charging Network
It is predicted that Rivian will purchase a charging network to complement its lifestyle approach and establish a foothold in the EV charging space.
Startups to Rethink Real Estate Amid Pandemic
A prediction foresees increased focus on PropTech companies melding transportation and real estate innovations as a result of the COVID-19 pandemic's impact on urban dynamics and consumer behaviors.
Consolidation in EV Charging Sector
Expectations point towards more investment and consolidation within the EV charging sector in response to increased demand and perceived inconveniences in current public charging networks, signaling opportunities for innovation and disruption.
Policy Driving EV Market Growth
Anticipation lies in policy-driven growth of the EV market, particularly in the U.S., with expectations of strong federal support striving to link EV sales with job creation efforts, aligning with successful European policies boosting EV adoption.
Growth of Electric Vehicles in the US Market
The podcast highlights the increasing importance of electric vehicles (EVs) in the US market, emphasizing that vehicles with less than a 200-mile range are perceived as less desirable. Analysts have shown a shift towards EVs with higher ranges, leading to the possibility of increased incentives to bridge the cost gaps. While vehicle swapping may be practical for some commercial vehicles with simpler designs, newer EV models integrating chassis, packs, and motors may not benefit from swapping, indicating a growing reliance on stationary charging infrastructure.
Predictions for EV Adoption and Circular Economy Influences
The discussion predicts a significant growth in EV adoption over the next decade, with more manufacturers entering the market. Fleet vehicles are expected to drive change, with examples like GM's BrightDrop partnership facilitating infrastructure development. The conversation delves into the importance of circularity, foreseeing a rise in startups focusing on sustainability, battery recycling, and eco-friendly materials in automaking. As EV numbers increase and lifespan questions arise, the industry may shift towards circular business models and enhanced sustainability practices.
Every year at CES, the Autonocats invite hundreds of their closest friends in the AV and mobility tech world to a party of epic proportions. Since a party wasn't in the cards this year (thanks for everything, COVID!) we went for the next best thing: a live recording session for our annual predictions episode. If you missed it, don't worry: here, with minimal editing, is that "live" episode featuring a review of last year's predictions and a heaping serving of new predictions for 2021.
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