Edison Events

March 17, 2016

The Digital Car – Auto-Tech Conference

Vehicle compute performance is expected to increase 100 fold over the next decade and competition is increasingly shifting away from mechanical performance towards connected intelligence. This is opening up significant opportunities for software and hardware companies. While the evolutionary path of the driverless car is unclear, its realisation has the potential to irreversibly alter the dynamics of the entire transportation industry.

ARM
Laird
NCC
paragon
Seeing Machines
Catapult

Edison’s conference on 17 March 2016 addressed the growth and investment opportunities being created by some of the leading listed players and innovators within the space.

How can the IT world work with the auto industry?

How should investors support the growth of the UK Auto-Tech industry?

How should companies and investors address the long gestation period in commercialising Automotive-Technology?

How do innovation and regulation go together?

Does the autonomous car add up on a cost-benefit analysis?

The Digital Car

Dan Ridsdale, Edison’s global head of TMT, discusses the convergence of the automotive and IT industries within Auto-Tech, the key trends and the evolution towards a fully autonomous car.

Dan Ridsdale, Edison’s global head of TMT, discusses the how IT innovation is pervading the automotive industry and the dynamics coming into play as the very different automotive and IT industries converge.  He explains why he views the digitisation of the car as being a generally positive, evolutionary transition for the automotive industry, although failure to get to grips with IT related issues such as cyber security could prove to be costly.  He also discusses the pathway towards the autonomous car, and why the rate of development will be just as much determined by economic and legislative factors than the capability of the technology.

The future direction of the automotive industry will likely be more influenced by innovation in information technology rather than engineering.  The convergence of the automotive industry with information technology is unquestionably driving an acceleration in the rate of innovation. Major ecosystem players as Apple and Google are eyeing the car as a key battleground, while new entrants such as Tesla are pushing the innovation envelope faster than the automotive industry has been prepared to do. Nevertheless, we expect evolution rather than revolution. We see significant, durable opportunities for information technology companies within automotive, but implementation cycles are long and solutions must meet the much higher reliability demands of the industry. The eventual emergence of the autonomous car has the potential to completely disrupt the automotive and broader transport industry in the long term, but the economic case for development is unclear. Our panel broadly agreed on 2030-35 as being a realistic timeframe before the fully autonomous vehicle becomes reality.

Digital differentiation in the car

Download

ARM

ARM is the world’s leading semiconductor IP company.

ARM company presentation

Download - 3.6MB

Client here to access ARM's Investor Relations

Visit Investor Relations

Company Profile

ARM is the world’s leading semiconductor IP company. The company designs and licenses technology which is embedded in the heart of many of the world’s most advanced digital products. It has licensed its technology to over 300 companies and since foundation over 60 billion ARM based chips have shipped to-date. ARM is the dominant architecture in mobile handsets and tablets and the company is gaining share in other high volume or high growth markets, including automotive, where a significant proportion of semiconductors are still based on proprietary architectures.

Company Executives

Richard York

VP Embedded Marketing

Philip Sparks

IR Manager

Laird

Laird is a global leader in radio frequency (RF) engineering.

Laird company presentation

Download - 1.8MB

Click here to access Laird's Investor Relations

Visit Investor Relations

Company Profile

Laird PLC is a global technology company providing systems, components and solutions that protect electronics from electromagnetic interference and heat, and that enable connectivity in mission-critical wireless applications and antennae systems. Laird is a global leader in the field of innovative radio frequency (“RF”) engineering. The group is a tier one supplier to automotive OEMs. Its connected transport segment accounted for 28% of revenues in FY15 with circa 20% of the group’s revenues generated from the Automotive market.

Company Executives

Steve Brown

SVP Telematics Division

NCC

NCC Group is an international, independent provider of escrow, assurance and domain services.

NCC company presentation

Download - 1MB

Client here to access NCC Group's Investor Relations

Visit Investor Relations

Company Profile

NCC Group is a global information assurance specialist providing over 15, 000 organisations with escrow, verification, security consulting website performance, software testing and domain services. The company has developed the Automotive Secure Development Lifecycle (ASDL) an engineering approach to cyber security assurance covering the entire development lifecycle within the automotive world.

Company Executives

Matt Lewis

Associate Director

paragon

paragon AG is a long-established supplier to the automotive industry.

paragon company presentation

Download - 1.1MB

Client here to access paragon AG's Investor Relations

Visit Investor Relations

Company Profile

paragon designs and manufactures advanced automotive electronics solutions as a direct supplier to the automotive industry. It develops, produces, and sells innovative electronic and electro-mechanic solutions. The portfolio includes products in the divisions of Sensors, Acoustics, Cockpit, E-mobility, and Body Kinematics. Headquartered in Delbrueck (Germany), paragon AG has additional locations and subsidiaries in Germany, China, and USA.

Company Executives

Klaus Dieter Frers

Founder & CEO

Seeing Machines

Seeing Machines is a world leader in the development of computer vision related technologies.

Seeing Machines company presentation

Download - 1.8MB

Client here to access Seeing Machine's Investor Relations

Visit Investor Relations

Company Profile

Seeing Machines provides technology for enhancing operator performance and safety through real-time monitoring and intervention. The group’s IP is based around three sets of algorithms – head tracking, eye aperture and eye gaze which it is applying in five key areas - mining, commercial road transport, consumer automotive, rail and simulators (which includes aviation). The company recently secured a follow-on order to deliver a second-generation driver monitoring system to a global carmaker, which is expected to deploy into more than 10 higher-volume 2018 vehicle models. The company is investigating spinning off its automotive OEM business.

Latest Research

Company Executives

Ken Kroeger

Chief Executive Officer

Catapult

Transport Systems Catapult is the UK's technology and innovation centre for intelligent mobility.

Catapult company presentation

Download - 2.3MB

Click here to access the Transport Catapult website

Visit Investor Relations

Company Profile

Transport Systems Catapult is one of ten technology and innovation centres supported by the UK’s innovation agency, Innovate UK. It was created to drive and promote Intelligent Mobility: using new and emerging technologies to transport people and goods more smartly and efficiently.

Company Executives

Neil Fulton

Programme Director

Dan Ridsdale

Analyst: Global Head – Technology Media Telecoms

Dan is the head of Edison’s technology and telecoms team. He has over 16 years’ experience covering the technology and telecoms industries. He was formerly a technology analyst for Singer Capital Markets, Teathers, Bridgewell, RW Baird and Nomura. Before this he advised on emerging trends in technology as a market analyst at Ovum, having started his career in the telecommunications software industry.

About Edison's Team

Edison is Europe's leading independent investment research and engagement company. We work with companies to improve and broaden investor understanding of their business on a global basis. Our offering is based on the depth research and domain expertise of our research teams combined with the global reach of our unique global distribution platform. Our TMT team of 10 analysts, with an average of well over 10 years equity research experience cover well over 80 companies listed across North America, Europe, Asia and Australia. Our range of services includes research, investor targeting, non-deal roadshows, conferences, executive interviews, perception audits and commercial due diligence.

Back to Top