2019年汽车科技报告-GP.Bullhound.pdfVIP

AUTOTECH The Mother Of All Tech Battles February 2019 Dealmakers in Technology Important disclosures appear at the back of this report GP Bullhound LLP is authorised and regulated by the Financial Conduct Authority GP Bullhound Inc is a member of FINRA Subscribe to receive GP Bullhound Research and News on /subscribe/ AUTOTECH 3 CONTENTS 01 THE VIEW FROM GP BULLHOUND 03 CHAPTER 1: A TIME OF UNPRECEDENTED CHANGE 09 CHAPTER 2: THE GROWING INFLUENCE AND POWER OF TECH PLAYERS 17 EXPERT VIEW Christian Herrmann, Daimler 15 CHAPTER 3: AUTOTECH INVESTMENTS GROWING FROM STRENGTH TO STRENGTH 27 CHAPTER 4: FOUR KEY TRENDS IN AUTOTECH 30 EXPERT VIEW Alain Tiquet, Nvidia 36 EXPERT VIEW Martin Anderlind, Northvolt 43 EXPERT VIEW Stan Boland, FiveAI 49 EXPERT VIEW Magnus Olsson, Careem 56 EXPERT VIEW Dieter May, BMW 58 CHAPTER 5: Future Battlefronts 61 EXPERT VIEW Darren Jobling, Zerolight 63 EXPERT VIEW Timo Buetefisch, Cooltra 65 EXPERT VIEW Lewis Horne, Uniti 58 CHAPTER 6: JOCKEYING FOR POSITION 71 METHODOLOGY AUTOTECH 5 EXECUTIVE SUMMARY THE VIEW From GP Bullhound