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DUCKER WORLDWIDE

17th August, 2017

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Transition to pure EV’s and Driverless Cars impossible without connected cars

CONNECTED CARS WILL PLAY A PIVOTAL ROLE IN TRANSFORMING MOBILITY

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PASSENGER CARS

3

Truck Platooning

Autonomous Trucks

COMMERCIAL VEHICLES ON-DEMAND RIDE HAILING

GROWING CONVERGENCE AND INTEGRATION OF IT AND TELECOM WITH AUTOMOTIVE INDUSTRY

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CAR SHARING

IN-CAR INFOTAINMENT

USAGE BASED INSURANCE

DYNAMIC TRAFFIC MANAGEMENT

LOCATION BASED ADVERTISING

SAFETY AND SECURITY

PREDICTIVE MAINTENANCE

IN-CAR PAYMENT

CONNECTED CARS WILL OPEN NEW MONETIZATION AVENUES

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VEHICLE TO VEHICLE VEHICLE TO INFRA VEHICLE TO GRID

LED can be used as Visible Light Communication (VLC) or Light Fidelity

(Li-Fi) for V2V communication

Currently, Dedicated Short-Range Communications (DSRC) protocol for V2V communication, with approximate range

of 1000 m

5G will be used for V2I communication, having 10 times more efficient than the

existing LTE network

Traffic safety information will be broadcasted from traffic lights using Visible Light Communication (VLC)

Narrowband Powerline Communication can be used for digital communication between

power station and electric vehicles

V2G uses smart grid, by incorporating information, communication and other

technologies to monitor and manage the transport of electricity

FOCUS IS ON SPEED AND INTERCONNECTIVITY

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Toyota’s Concept-I: Driverless pod with “Yui” the AI

Honda’s NeuV: Honda’s Automated Network Assistant (HANA)

Artificial Intelligence

Detect fatigue, emotions and moods and intervene - strike up conversation, suggest media and other infotainment optionsOperate as apart of an autonomous ride

Position | Door Lock Status | Fuel Level | Report Accidents | Road HazardSmartwatches

CONNECTED CARS

BIGGER THAN VIDEO GAMES AT CES 2017

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FARADAY FUTURE FF 91

NO KEYS | NO HANDLES | NO MIRRORS

THE CAR CAN PARK ITSELF, DRIVE ITSELF AND NAVIGATE HIGHWAY ENVIRONMENTS BY ITSELF

REAR & SIDE VIEW HD CAMERAS

SENSORS CONTROLLED DOORS

FACIAL RECOGNITION CAMERAS

10Front & Rear

Facing Cameras

13Long & Short

Range Radars

12High Performance Ultrasonic Sensors

1High Definition

3D LIDAR

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• Locate a desired destination• Request news• Play music • Add items to Amazon

shopping lists• Start or stop the engine• Lock or unlock doors• Check range and charge

status• Learn fuel level• Access smart home devices

• Control lighting• Security systems• Thermostats

FORD + AMAZON ALEXA

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9.4%

28.1%

6.1%

26.3%

24.2%

1.1%2.1%

2017 2022

North America

Europe

Asia

Latin America

CONNECTED CAR PENETRATION

ASIA WILL PRESENT LARGEST OPPORTUNITY

23

33

53

6

20%

25%

30%

35%

40%

45%

CA

GR

20

16

-20

Revenue OpportunityIn $ bil l ion

Asia

Europe

NA

LA

Source: Statista

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JAPAN AND USA LEADING AT PRESENT

EUROPE TO CATCH UP SOON

▪ Several V2X infrastructure projects are planned

▪ The US DOT has proposed rule to mandate V2V connectivity on all new cars

MOST WIDELY PENETRATED REGION

• ACEA and GSMAA to launch connected and automated vehicles by 2020

• Plans for strong V2V and V2I penetration by 2019, growth of EVSs to be the driver

FAIRLY UNDERPENETRATED

• Japan leads the region with 34% penetration of connected cars in 2016

• China is ambitious on EV; India lagging behind significantly

INCONSISTENT POLICIES

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CHINA ON THE BRINK OF REVOLUTION, EVERYTHING CONNECTED IN JAPAN’S SOCIETY 5.0

▪ The penetration of connected cars is already high and with government thrust to make Japan a global leader in autonomous cars would further drive the cause

JAPAN - Leader in adoption of hybrid as well as electric vehicles

▪ 5G launch by 2020 to make a stronger case for connected and autonomous vehicles

▪ Unprecedented market volume expected in

next 5 years driven by “go-premium” strategy of domestic OEMS

CHINA - Strong push for autonomous and connected vehicles by Baidu

▪ Absence of connected car ready infrastructure(4G/lane markings) a major roadblock

▪ Connected cars only to see a “crawling” growth in near term

INDIA - 2% in passenger cars and less than 1% in commercial vehicles

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< 2% CVs have

telematics

2.4% cars sold in 2016

with internet connectivity

▪ The market leader, TATA Motors has been providing telematics since 2012, Eicher and Mahindra since 2016

▪ In near term, further uptake is expected driven by government initiatives at promoting safety

▪ Skewed taxation policy of the government favouring smaller low cost cars in passenger

▪ No clear policy (unlike China)aimed at promoting autonomous/connected cars

▪ Ola Play- the first Indian connected car platform in ridesharing hands over all the functions of a car to the rider

PENETRATION OF CONNECTED FEATURES IS LIMITED CURRENTLY

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The question is

“What Role India Wants To Play in the Global

Connected Car Space?”

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