quid - automotive market landscape
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Q U I D A N A L Y Z E D ~ 5 0 0 C O M P A N I E S F O C U S E D O N E N G I N E S & F U E L S ; L I T H I U M I O N B A T T E R I E S I S T H E L A R G E S T B Y S I Z E A N D I N V E S T M E N T
Lithium Ion Batteries(#70, $1.5B)
Generation & Storage(#56, $785.9M)
Alternative Fuel(#39, $1.2B)
Charging Stations(#56, $611.8M)
Vehicle Manufacturers(#70, $1.1B)
Electric Engines & Components
(#81, $567.4M)
Components(#54, $453.6M)
Solar / Power Conversion(#40, $1.2B)
Light EVs(#29, $1.2B)
L I G H T E V S I S A N E W E R C L U S T E R W I T H F E W E R C O M P A N I E S B U T H A S S T I L L R A I S E D S I G N I F I C A N T F U N D I N G
AGE (Median Founded Year)
Inve
stm
ent R
ecei
ved
($M
)
Vehicle Manufacturers (70)
Electric Engines & Components (81)
Components (54)
Solar / Power Conversion (40)
Lithium Ion Batteries (70)
Generation & Storage (56)
Alternative Fuel (39)
Light EVs (29)
Charging Stations (56)
L I T H I U M I O N B A T T E R I E S A N D C H A R G I N G S T A T I O N S A R E C L U S T E R S T H A T H A V E R E C E I V E D A L A R G E N U M B E R O F F U N D I N G E V E N T S
11 10 10 2
12 15 15
9 5
12 5 12
3 3
5
5
9
8 3
7
4
7
4
7
10
12
9
5
2
8 11
9
14
6
11 9
12
9
4
5 11
6
3
4
0
25
50
75
100
2012 2013 2014 2015 2016 YTD
Vehicle Manufacturers
Solar / Power Conversion
Lithium Ion Batteries
Light EVs
Generation & Storage
Electric Engines & Components
Components
Charging Stations
Alternative Fuel
Num
ber
of e
vent
s
T H E F U N D I N G R E C E I V E D F O R T H E F I R S T H A L F O F 2 0 1 6 H A S A L R E A D Y O V E R T A K E N T H E F U N D I N G F O R A L L O F 2 0 1 4
179.1 67.6 101.3
1.2
103.1
3.0 49.8
36.6 57.8
48.5
3.7
40.3
32.6 3.0
31.0
51.1
69.0
88.0 107.7
55.5
25.1
71.1
41.0
162.2
46.9
70.8
166.8
26.6
24.3
50.6
80.1
141.0
179.9
169.6
61.7
42.0
132.5
214.5
285.4
1.8
27.8
24.8
513.0 21.2
200
400
600
800
1000
1200
2012 2013 2014 2015 2016 YTD
Vehicle Manufacturers
Solar / Power Conversion
Lithium Ion Batteries
Light EVs
Generation & Storage
Electric Engines & Components
Components
Charging Stations
Alternative Fuel
Includes $500M round in NextEV
Includes $234M round in Xiamen
San'an
Fund
ing
rece
ived
($M
)
A H E A T M A P O F T H E L A N D S C A P E D E M O N S T R A T E S I N T E R E S T I N G I N S I G H T S A B O U T E L E C T R I C E N G I N E S A N D C H A R G I N G S T A T I O N S
Segment Number of Companies
Total Exit Amount ($M)
Number of Exit Events
Total Private Investment
($M)
Number of Private Inv.
Median Private Inv.
($M)
Median Founding Year
Electric Engines & Components 81 907 25 567 31 6.0 2007
Lithium Ion BaAeries 70 1,227 13 1,513 41 8.3 2007.5
Vehicle Manufacturers 70 362 10 1,146 30 2.6 2008
Charging StaHons 56 140 15 612 36 1.6 2009
GeneraHon & Storage 56 151 11 786 30 2.0 2008
Components 54 20,753 16 454 22 1.8 2006
Solar / Power Conversion 40 275 6 1,185 26 4.0 2007
AlternaHve Fuel 39 825 14 1,192 29 2.9 2006
Light EVs 29 117 6 975 18 4.1 2009
Most exit events by far, but not highly
valued exits compared to other
segments
Not a high number of exits, comparatively, but an
extremely high value of exits
Second highest number of private investments,
but smallest median size.
Most private investment and highest median
investment
Smallest value Largest value
News articles on the future of cars Colored by topic, clustered by stories n = 2146
D R I V E R L E S S C A R S , E L E C T R I C C A R S , A N D I N C R E A S E D I N S T A N C E S O F P U B L I C T R A N S P O R T / R I D E S H A R I N G D O M I N A T E C O N V E R S A T I O N S
Autonomous/Driverless Cars, 10%
Public Transport/Ride Sharing, 9%
Electric Cars, 9%
Hybrids/Sports Cars, 8.6%
Mercedes/Luxury Cars, 8.4%
Hydrogen Powered, 6.4%
Apps, 6.1%
Flying Cars, 5.9%
Connectivity of Cars, 5.9%
Sensors, Automation, Self-Parking, 5.8%
Market Adaption, 5.8%Faraday Future, 5.4%
Future of Car Dealerships, 4.3%
Car Rental Markets, 3.8%
Car Materials, 3.6%
T O P A U T O M O B I L E C O M P A N I E S A R E H E A V I L Y V E S T E D I N S P A C E
Network for Emerging Tech in Auto
Google, 8.7% Toyota, 5.9% BMW, 4.8%
Ford, 4.3% Tesla, 3.0% Audi, 2.6%
Driverless cars Hydrogen-powered vehicles Sports cars/luxury cars
Electric cars*scattered Luxury cars/sensors, automation
C O N S U M E R S A N D P U B L I S H E R S A R E E Q U A L L Y E N G A G E D B Y D R I V E R L E S S C A R S , W H I L E M E D I A S O L E L Y F O C U S E S O N C O N N E C T I V I T Y O F C A R S
Engagement by count of shares, colored by topic
Autonomous/Driverless CarsPublic Transport/Ride Sharing
Connectivity of Cars
Mercedes/Luxury Cars
Faraday Future
Takeaways: -Media cares about “usage-based insurance, smartphone integration, and app-based home connectivity” more than consumers. -With the prevalence of Google’s driverless car, the media and consumers seem to be engaged and looking towards the future on the topic. -Luxury cars started entering the space towards Q4 of 2014. -Even sans the release of a car (2017), Faraday Future has created an aura of speculation around their car of the future, having already employed 750.
Patent Network for Google n = 1823
G O O G L E ’ S P A R T I C U L A R E F F O R T S I N T H E S E L F - D R I V I N G S P A C E A R E S U P P O R T E D B Y C O N S U M E R S ’ O P I N I O N S O F T H E M
Google Maps (geographic)
Wearables
Autonomous/lane detection
Sensors
Path detection
12.11% of overall network honed in on car space
WearablesGoogle Maps
Autonomous
Sensors
“Method for detecting driving with wearable computing device e.g. mobile phone, involves performing operation, based on determination that user of wearable computing
device is currently driving the moving vehicle.”
B M W I S W O R K I N G W I T H M A N Y D I F F E R E N T M A T E R I A L S T O M A K E T H E C A R L I G H T E R /F A S T E R , Y E T S T I L L T E C H N O L O G I C A L L Y A D V A N C E T O W A R D S T H E F U T U R E
Hybrid Vehicles
Fuel Cells
Batteries
Hydrogen Pressure Tank
Welding for Electrical Connector
Route Determination
Composite material for lighter car
BMW is working on:Cathode for lithium-ion batteryElectrical batteryFuel cell for hydrogen sensorCell contacting system for battery moduleElectrical-propelled motor car high-voltage batteryPower electronics apparatus (converts electrical
energy)Cryotank for storing hydrogen under pressureDevice for protecting high-pressure gas container
Composite Materials:Unidirectional fiber bundlesThermoplastic matrix & polymeric material3D composite material
Patent Network for BMWn = 1727
H Y D R O G E N - R E L A T E D I N N O V A T I O N I S M I N U S C U L E I N C O M P A R I S O N T O T H E R E S T O F T H E N E T W O R K
Takeaways:Everyone is discussing hydrogen-powered cells since it’s revolutionary, however, only 3.5% of the actual network is focused on this. (Probably due to most of the innovation being newer and tangibility; Toyota released the ‘Mirai,’ which is a fuel cell vehicle in 2014.)
Hybrid vehicles
Battery cooling duct
Lithium ion battery
Fuel cells
Non-aqueous electrolyte secondary battery
A P P L E ’ S P R O J E C T T I T A N I S S T I L L I N N A S C E N T S T A G E S O F D E V E L O P M E N TNews Network for Apple’s ‘Project Titan’ n = 688
Financial Stress of Apple Car, 13%
Reports of Apple making a car, 12%
2019 launch date, 10%
Speculation, 8.6%“Are Apple and BMW making a
car together?”
Elon Musk speculates, 6.7%
Apple meets with California to discuss
plans, 6.5%
Apple Execs, 6.4%
2020 launch date, 5.7%
A123 Lawsuit, 5.2%
Apple vs BMW i3, 4.9%
Hiring, 4.1%
Doug Betts, 3.9%
Patents, “Apple Watch keeping track of car…” 3.3%
Facility/land where car will be developed, 3.2%
“Apple set to build car…” 2.6%
Anonymity, 2.5%
Takeaways:With the car not being
launched until at least 2019/2020, there is still much speculation around the development/existence of the car.
Apple is in the R&D and conversation stage (in relation to hiring and setting up a new facility).
W H Y I S F A R A D A Y F U T U R E A M A J O R T O P I C I N T H E E M E R G I N G A U T O M O B I L E T E C H N E T W O R K ?News articles on Faraday Future Colored by topic, clustered by stories n = 1726
Aston Martin
“Tesla’s Rival”
Chinese ‘LeEco’ unveils new concept car, which
partners with FF
34% of network focused on competition
Other cars from the Consumer Electronics Show
BMW, Ford, Vanda Electric, Volkswagen, BAIC
Tesla, Elon Musk
S P E C I F I C S O F T H E I R N E T W O R K A L L O W U S T O G A U G E T H A T M O S T O F T H E C O N V E R S A T I O N I S R E L A T E D T O T H E I R C O M P E T I T O R S , S P E C I F I C A L L Y T E S L A A N D A S T O N M A R T I N
News Network for Faraday Future based on themes n = 1726
Only patent owned by FF: “Power inverter assembly for motor vehicles, has second direct current bus bar sub-assembly which electrically couples direct current link capacitor with power modules, cooling sub-assembly is associated with power modules.” (US9241428B1 - 2016-01-19)
K E Y T H E M E S
Competition 34%
Design/Product 19%
reputation 17%
Facility in nevada 16%
Key people involved 3.8%
Competitive Rivals 3.8%
Funding 3.1%
H O W I S F A R A D A Y F U T U R E A B L E T O I N V E S T $ 1 B I N T O A N E W N E V A D A F A C I L I T Y ?
Nick SampsonSenior VP of R&D and Engineering
(Previous Tesla Motors)
Jia YuetingFounder & CEO of Leshi
Brian SandovalGovernor of Nevada
Richard KimHead of Design
(prior made exterior of BMW i3)
Ding LeiCo-founder of Leshi’s Auto Division
Dag ReckhornVP of Manufacturing
(Ex-director of manufacturing, Tesla Model S)
Dan Schwartz Treasurer of Nevada
C O N S U M E R S T H I N K T O Y O T A I S O N L Y I N N O V A T I N G I N H Y D R O G E N - P O W E R E D C A R S , H O W E V E R , T H E Y A R E A C T U A L L Y W O R K I N G O N A N U M B E R O F B R E A K T H R O U G H S : S P A R K I G N I T I O N , E L E C T R O L Y T E B A T T E R I E S , A N D L I T H I U M C E L L S A M O N G O T H E R S
Hybrid vehicles/electrical storage
Battery cooling duct
Lithium ion battery
Charging device, power source
Welding of secondary battery
Semiconductors
Electrolyte batteries
Fuel cells
Non-aqueous electrolyte secondary battery
Spark Ignition
Patent Network for Toyotan = 1909
37.33% of their network is focused on innovation efforts in the automobile industry
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