Silicon Valley Mobility Chart of the Month, September 2020

Silicon Valley Mobility Chart of the Month, September 2020

The State of ACES – What’s up with autonomous-connected-electric-shared?

What has been going on in ACES (autonomous – connected – electric – shared mobility) lately? Not so much? It seems things have lost steam, or at least attention has shifted. Autonomous driving used to be the hot topic, but lately EVs – cars and trucks – have been getting a lot of media interest, regulators’ attention, and certainly business activity.

In this Chart of the Month I am a bit “reading the tea leaves” as I analyze Google Trends as to how much interest there has been in those mobility topics. One actually finds that electric vehicles as a topic has been steadily increasing for the last five years, while autonomous driving has had a few peaks here and there, but has not really built up much more momentum since summer 2016.

Now, this is not a scientific analysis and not real data indicating technology progress. But taking it all together, it reflects in my mind where future mobility as a hole stands – it might be just the calm before the storm…

Microelectronics Power the Future of Mobility – Part 2: Opportunities for Electronics

Microelectronics Power the Future of Mobility – Part 2: Opportunities for Electronics

Microelectronics Power the Future of Mobility – the second part of the SEMI article how electronics enable much of autonomous, connected, electric, and shared mobility

We discuss here the estimates that the automotive software and electrical/electronic (E/E) components markets combined will grow at a 7% CAGR from USD 238 billion in 2020 to US$469 billion by 2030.

For me it is always important to note that this is not an entirely new trends but goes back to the 1970s when electronic fuel injection, ABS, and on-board computer were introduced.

The ACES trends now show great opportunity for the automotive and electronics industries to work even closer together, which is what SEMI fosters with the Global Automotive Advisory Council and the Smart Mobility initiative.


Microelectronics Power the Future of Mobility – Part 1: Autonomous, Connected, Electric and Shared

Microelectronics Power the Future of Mobility – Part 1: Autonomous, Connected, Electric and Shared

Microelectronics Power the Future of Mobility – nice write-up with my colleagues at SEMI. We are highlighting how electronics enable much of autonomous, connected, electric, and shared mobility. The numbers speak for themselves: by 2025, 14% of all integrated circuits produced globally are projected to go into vehicles.

Great opportunities for the auto and electronics industries to collaborate even more. For that, see also SEMI’s Smart Mobility initiative and the Global Automotive Advisory Council.

In the forthcoming second part, we will be adding that this is not entirely new as electronics have already contributed greatly to efficiency, safety, and convenience of automobiles since the 1970s. Stay tuned…


Future of Mobility – virtual fireside chat w/ Mario Herger

Future of Mobility – virtual fireside chat w/ Mario Herger

Mario Herger and Sven Beiker discussed different viewpoints on the combined effect of autonomous driving, electric vehicles, and the sharing economy.

We are on the verge of changing our life as we know it. The way people get around today won’t be recognizable by 2030 – and the impact will be huge. Vehicles will increasingly drive themselves, powered by renewable electric energy, connected via ultra-fast data networks, and shared via mobility platforms. While many agree that those are the directions into the future of mobility, there is still some disagreement regarding the speed at which we are moving in those directions.

Some say that the driver’s license will soon be a thing of the past, others point out that things take time given inertia in the industry, market, and regulation. Those different viewpoints make for a great discussion among the two experts for a virtual fireside chat hosted by GABA – German American Business Association on May 26, 2020.

Silicon Valley Mobility Chart of the Month, Jan 2020

Silicon Valley Mobility Chart of the Month, Jan 2020

Here we are in 2020 and where are the flying cars and where are the self-driving automobiles? At the beginning of a new decade I review my own forecasts from the past 10+ years and highlight things I got right and those that were a bit off. I also recommend that “forecasting” should rather be done as “projections”, i.e. one is at some point in time now and projects into the future. This should be done in different categories, such as events / innovations that are “certain”, “probable”, or simply just “possible” to happen. Either way, this makes for a interesting self-reflection that I can only recommend to everyone in the field of new mobility and future thinking. It is always good to look back “… what was I thinking?!” I hope you agree this deserves a 7:42 min video. Let me know what you think…

Mobility Outlook 2020 – Interview w/ Mario Herger

Mobility Outlook 2020 – Interview w/ Mario Herger


Sven Beiker of Silicon Valley Mobility and Mario Herger met again for a short mobility talk at the beginning of 2020 and analyzed the current situation.

Topics we discussed included:

  • Autonomous driving in 2020
  • Tesla share: still just a hype?
  • Tesla Gigafactory 3 & 4
  • Future of traditional car makers

Silicon Valley and Detroit Need One Another, Dr. Sven Beiker, Samsung Forum

Silicon Valley and Detroit Need One Another, Dr. Sven Beiker, Samsung Forum

Silicon Valley is often called “The New Detroit” and Detroit likes to brag that it has a long-standing history of startups with an entrepreneurial spirit that is still alive today. What’s more, basically all automotive corporations have now R&D locations in Silicon Valley and “in return” tech companies plan to manufacture their autonomous vehicles in Michigan. It seems there is a battle between Detroit and Silicon Valley as to who will win the race toward the future of the automobile. However, this race is much more about collaboration than it is about competition as no player can win just by itself. In this talk, Dr. Sven Beiker looks at the strengths that Detroit and Silicon Valley bring to the table when it comes to autonomous, connected, electric, and shared automobiles. He also discusses the necessary technology to create a world of sustainable, safe, and enjoyable mobility to suggest which ingredients from Detroit and Silicon Valley the automobile of the future will need.

Chart of the Month 2018/01 – Interview w/ Mario Herger

Chart of the Month 2018/01 – Interview w/ Mario Herger

Chart of the Month by Silicon Valley Mobility for January 2018 – infrastructure requirements for advanced mobility and funding gap

The last half year of the chart of the month (07-12/2017) covered the individual trends autonomous, connected, electrified, and shared mobility. The question was often asked, what is missing to move forward in those categories toward a scenario of self-driving, fully connected, all-electric, and conveniently shared vehicles.

The answer is “infrastructure!”, which this month’s chart summarizes. There are 3 categories of infrastructure needed in mobility:
(1) the cvil or built infrastructure with roads, traffic signs
(2) the tech infrastructure with communication and charge networks
(3) the legal infrastructure with permits, standards, taxation

The challenge however is that infrastructure is largely underfunded in many countries; in the U.S. less than half of the existing needs (mostly building and repairing the current roads and bridges…) are covered. That poses big challenges and public-private partnerships are needed to move forward on the agenda for advanced mobility.

The future of personal mobility – Sven Beiker at Seoul Motor Show Conference 2017

The future of personal mobility – Sven Beiker at Seoul Motor Show Conference 2017

The future of the automobile is autonomous, connected, electric, and shared – there doesn’t seem to be much debate about this. However, when and how those trends are going to shape up is subject to much discussion. This talk by Sven Beiker at the Seoul Motor Show in April 2017 takes a fresh look at those trends and what can be expected when.

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