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1、September17,2015Cars2025:Vol.3MonetizingtheriseofAutonomousVehiclesEquityResearchIt’stheTechnology,nottheCars:BuytheSuppliersRiseofa$100bnpartsmarketby2025AgnostictotheOEMsPatrickArchambault,CFAAutonomousvehiclesareonafastramptoWhilenoautotechnologyreportwouldbe(212)902-2817patrick.a
2、rchambault@gs.comGoldman,Sachs&Co.commercialavailabilityoverthenext10years.IncompletewithoutsomementionoftheApplecarourview,thepotentialsocietalbenefits–fromandGoogle,theconclusionshighlightedherearefeweraccidentsandtrafficjamstowideraccesstoagnostictowhetherornotthesenewentrantsMark
3、Delaney,CFAmobility–aregreatenoughtoovercomethesucceed,astheincrementalcontentwillbe(212)357-0535mark.delaney@gs.comsubstantialobstaclestoadoption.Weestimatetherequiredregardlessofwhomakesthevehicle.Goldman,Sachs&Co.shiftwillexpandtoday’s$3bnADASmarkettoa$96bnADAS/AVmarketby2025.With
4、thisreport,Consumershesitant;validationiskeyKotaYuzawaweexaminehowbesttoinvestinthisrapidlyOursurveyof2,000consumerssuggeststhereis+81(3)6437-9863kota.yuzawa@gs.comexpandingmarket.GoldmanSachsJapanCo.,Ltd.quiteabitofskepticismwith49%ofrespondentsnotinterestedinAVs–rejectionismuchhigh
5、erBiggergrowthboostthanmarketthinksamong45+yearolds.ThisreinforcesourviewStefanBurgstallerWescouredtheglobeforcompanieswithupsidethatsocialacceptanceandregulationarethe+44(20)7552-5784stefan.burgstaller@gs.comtoADAS/AVs,comingupwiththetop35nameslargestbarrierstoadoptionandlikelyonlyf
6、allintoGoldmanSachsInternationalwithexposureandquantifyingrevenuetailwinds.placeafterextensivevalidationandtesting.Weestimatenewcontentcouldadd110bp/300bpDavidTamberrino,CFAofincrementaltop-linegrowthannuallyovertheBeyondthecar:$3.5tnbenefittosociety(212)357-7617david.tamberrino@gs.c
7、omnext5/10years.Pure-playMobileyeisthemostGoldman,Sachs&Co.Weestimatethatreducedcongestion,accidentleveraged,withValeo,Autoliv,andDelphireduction,increasedproductivity,andlengthenedbenefitingthemostamongautosuppliers,tailsofmobilitycoulddriveastaggering$3.5tnofAlexanderDuvalNipponCer
8、amic,IRISO,a
