Advanced Mobility Market Update – September 2018

Advanced Mobility Market Update - July 2018

Greentech Capital Advisors’ Advanced Mobility Monthly Market Update summarizes key announcements, M&A, and capital raising activity related to advanced transportation, while providing detailed trading metrics on public companies across the sector.

Key Takeaways:

  • The sector saw partnerships between Amazon and Audi; Amazon, Microsoft and BMW; and between Google and the Renault-Nissan-Mitsubishi Alliance as U.S. tech giants jostle for control of the car’s user interfaces, a component of the driving experience that will receive increased attention as vehicles become autonomous and passengers have more free time.
  • Nuro was the fourth company to release a voluntary safety report. PercepIn is starting to roll out golf-cart sized AVs and Transdev is launching an autonomous school bus pilot. Autonomous solutions operating under 25 mph in geo-fenced areas are proliferating quickly thanks to fewer regulatory and technology hurdles and will be many people’s first experience with autonomy.
  • Volkswagen’s $100mm investment in QuantumScape and Samsung’s participation in Solid Power’s $20mm funding round reflect strategics’ interest in solid-state batteries, which have the potential to be substantially safer and offer high EV range thanks to higher energy density.