Tag Archives: Autonomous Delivery Vehicles

Three lessons from a tour of the China EV ecosystem

self-driving EV bus

On the subject of eureka moments, I would say that I experienced one of my own when I went on a flying visit to automotive component and EV R&D and manufacturing facilities in Ningbo, Nanjing, Huia’an, and Huzhou in April last year.

My experiences on the trip taught me three important lessons. First, it showed me the seriousness with which China is working to build a world-class EV (Electric Vehicle) ecosystem spanning research and development, component manufacturing, vehicle assembly, and on-the-road deployment. This ecosystem covers smaller hinterland cities as well as the major metros and will be a major force for future economic growth as the EV market expands. China is already the largest manufacturer of EV cars and buses in the world, and its domestic market is dwarfs that of other countries such as the US. It’s inevitable that intense competition between its manufacturers will drive innovation and growth at a much greater speed and scale than in other markets. Continue reading Three lessons from a tour of the China EV ecosystem

A brief look at the emerging autonomous vehicle market landscape

autonomous vehicle market landscape

There are many ways to look at the emerging autonomous vehicle market landscape. I like to keep my own view of it as simple as possible by breaking it down into three segments.

The segment that grabs the lion’s share of the attention is the one for new-build vehicles. This is of course no surprise given the huge investments that all the world’s auto manufacturers are making into integrating semi-autonomous driver assistance and features into their latest models and developing fully-autonomous vehicles in the future. Then of course there’s Tesla, the big daddy of them all. Despite its miniscule market share, it certainly leads the rest of the industry in terms of consumer perception because of the superior user experience its vehicles deliver. Continue reading A brief look at the emerging autonomous vehicle market landscape