Abhilash Gupta, PhD

Industry Analyst - Automotive @CounterPointTR | PhD, Electrical Engineering | Researcher & Lifelong Learner | Love to travel 🌍| Opinions are my own.

[Counterpoint Research @CounterPointTR]

𝗟𝗮𝘁𝗲𝘀𝘁 𝗥𝗲𝗽𝗼𝗿𝘁: 𝗚𝗹𝗼𝗯𝗮𝗹 𝗟𝗲𝗮𝗱𝗲𝗿𝘀 𝗶𝗻 𝗥𝗼𝗯𝗼𝘁𝗮𝘅𝗶𝘀 𝟮𝟬𝟮𝟲 - 𝗧𝗵𝗲 𝗗𝗲𝗳𝗶𝗻𝗶𝘁𝗶𝘃𝗲 𝗔𝗻𝗮𝗹𝘆𝘀𝗶𝘀 𝗼𝗳 𝘁𝗵𝗲 𝗣𝗹𝗮𝘆𝗲𝗿𝘀 𝗦𝗵𝗮𝗽𝗶𝗻𝗴 𝘁𝗵𝗲 𝗔𝘂𝘁𝗼𝗻𝗼𝗺𝗼𝘂𝘀 𝗠𝗼𝗯𝗶𝗹𝗶𝘁𝘆 𝗥𝗲𝘃𝗼𝗹𝘂𝘁𝗶𝗼𝗻 𝗼𝗳 𝘁𝗵𝗲 𝗡𝗲𝘅𝘁 𝗗𝗲𝗰𝗮𝗱𝗲

𝖱𝗈𝖻𝗈𝗍𝖺𝗑𝗂𝗌 𝖺𝗋𝖾 𝗌𝖾𝗍 𝗍𝗈 𝗋𝖾𝗌𝗁𝖺𝗉𝖾 𝗍𝗁𝖾 𝗎𝗋𝖻𝖺𝗇 𝗆𝗈𝖻𝗂𝗅𝗂𝗍𝗒 𝗆𝖺𝗋𝗄𝖾𝗍, 𝗀𝗋𝗈𝗐𝗂𝗇𝗀 𝖿𝗋𝗈𝗆 𝗉𝗂𝗅𝗈𝗍 𝗉𝗋𝗈𝗀𝗋𝖺𝗆𝗌 𝗍𝗈 𝗅𝖺𝗋𝗀𝖾-𝗌𝖼𝖺𝗅𝖾 𝖼𝗈𝗆𝗆𝖾𝗋𝖼𝗂𝖺𝗅 𝖿𝗅𝖾𝖾𝗍𝗌 𝗐𝗂𝗍𝗁 𝖺 𝗆𝖺𝗋𝗄𝖾𝗍 𝗏𝖺𝗅𝗎𝖾 𝖿𝗈𝗋 𝗌𝖾𝗋𝗏𝗂𝖼𝖾𝗌 𝗉𝗋𝗈𝗃𝖾𝖼𝗍𝖾𝖽 𝗍𝗈 𝗋𝖾𝖺𝖼𝗁 $𝟣𝟨𝟪 𝖻𝗂𝗅𝗅𝗂𝗈𝗇, 𝖺𝗇𝖽 𝗋𝗈𝖻𝗈𝗍𝖺𝗑𝗂 𝖿𝗅𝖾𝖾𝗍𝗌 𝖺𝗋𝖾 𝗉𝗋𝗈𝗃𝖾𝖼𝗍𝖾𝖽 𝗍𝗈 𝗀𝗋𝗈𝗐 𝗍𝗈 𝟥.𝟨 𝗆𝗂𝗅𝗅𝗂𝗈𝗇 𝖻𝗒 𝟤𝟢𝟥𝟧. 𝖴𝖲-𝖻𝖺𝗌𝖾𝖽 @Waymo 𝖺𝗇𝖽 @Tesla, 𝖺𝗇𝖽 𝖢𝗁𝗂𝗇𝖺’𝗌 @Baidu_Inc's 𝖠𝗉𝗈𝗅𝗅𝗈 𝖦𝗈, @WeRide_ai 𝖺𝗇𝖽 @PonyAI_tech 𝖺𝗋𝖾 𝗉𝗈𝗂𝗌𝖾𝖽 𝗍𝗈 𝖻𝖾 𝖿𝗋𝗈𝗇𝗍𝗋𝗎𝗇𝗇𝖾𝗋𝗌. 𝖢𝗎𝗋𝗋𝖾𝗇𝗍 𝗋𝗂𝖽𝖾𝗌𝗁𝖺𝗋𝖾 𝖺𝗇𝖽 𝗋𝗂𝖽𝖾 𝗁𝖺𝗂𝗅𝗂𝗇𝗀 𝖿𝗂𝗋𝗆𝗌 𝗅𝗂𝗄𝖾 @Uber, @lyft, 𝖡𝗈𝗅𝗍 𝖺𝗇𝖽 𝖦𝗋𝖺𝖻 𝖺𝗋𝖾 𝖺𝖼𝖼𝖾𝗅𝖾𝗋𝖺𝗍𝗂𝗇𝗀 𝗍𝗁𝖾 𝖿𝗈𝗋𝗀𝗂𝗇𝗀 𝗈𝖿 𝗉𝖺𝗋𝗍𝗇𝖾𝗋𝗌𝗁𝗂𝗉𝗌 𝖺𝖼𝗋𝗈𝗌𝗌 𝗍𝗁𝖾 𝗋𝗈𝖻𝗈𝗍𝖺𝗑𝗂 𝗉𝗅𝖺𝗒𝖾𝗋 𝗌𝗉𝖾𝖼𝗍𝗋𝗎𝗆

𝗢𝘂𝗿 𝗹𝗮𝘁𝗲𝘀𝘁 𝗿𝗲𝘀𝗲𝗮𝗿𝗰𝗵 𝗿𝗲𝗽𝗼𝗿𝘁 𝗼𝗳𝗳𝗲𝗿𝘀 𝗮 𝗱𝗲𝘁𝗮𝗶𝗹𝗲𝗱 𝗮𝗻𝗮𝗹𝘆𝘀𝗶𝘀, 𝗶𝗻𝗰𝗹𝘂𝗱𝗶𝗻𝗴:
  • 𝖦𝗅𝗈𝖻𝖺𝗅 𝗋𝗈𝖻𝗈𝗍𝖺𝗑𝗂 𝗆𝖺𝗋𝗄𝖾𝗍 𝖽𝗋𝗂𝗏𝖾𝗋𝗌 𝖺𝗇𝖽 𝖼𝗁𝖺𝗅𝗅𝖾𝗇𝗀𝖾𝗌

  • 𝖱𝖾𝗀𝗎𝗅𝖺𝗍𝗈𝗋𝗒 𝖽𝖾𝗏𝖾𝗅𝗈𝗉𝗆𝖾𝗇𝗍𝗌 𝖺𝖼𝗋𝗈𝗌𝗌 𝗆𝖺𝗃𝗈𝗋 𝗋𝖾𝗀𝗂𝗈𝗇𝗌

  • 𝖯𝗋𝗈𝖿𝗂𝗅𝖾𝗌 𝗈𝖿 𝗋𝗈𝖻𝗈𝗍𝖺𝗑𝗂 𝗉𝗅𝖺𝗒𝖾𝗋𝗌 𝖼𝗈𝗏𝖾𝗋𝗂𝗇𝗀 – 𝗌𝗍𝗋𝖺𝗍𝖾𝗀𝗒, 𝖿𝗎𝗇𝖽𝗂𝗇𝗀 & 𝗂𝗇𝗏𝖾𝗌𝗍𝗈𝗋𝗌, 𝗆𝗂𝗅𝖾𝗌𝗍𝗈𝗇𝖾𝗌 𝖺𝗇𝖽 𝗉𝖺𝗋𝗍𝗇𝖾𝗋𝗌𝗁𝗂𝗉 𝖾𝖼𝗈𝗌𝗒𝗌𝗍𝖾𝗆

  • 𝖳𝖾𝖼𝗁𝗇𝗈𝗅𝗈𝗀𝗒 𝗌𝗍𝗋𝖺𝗍𝖾𝗀𝗒 𝗈𝖿 𝖾𝖺𝖼𝗁 𝗋𝗈𝖻𝗈𝗍𝖺𝗑𝗂 𝗉𝗅𝖺𝗒𝖾𝗋 𝖼𝗈𝗏𝖾𝗋𝗂𝗇𝗀 𝗏𝖾𝗁𝗂𝖼𝗅𝖾 𝗉𝗅𝖺𝗍𝖿𝗈𝗋𝗆𝗌, 𝖼𝗈𝗆𝗉𝗎𝗍𝖾, 𝗌𝖾𝗇𝗌𝗈𝗋𝗌, 𝗌𝗈𝖿𝗍𝗐𝖺𝗋𝖾, 𝗌𝗂𝗆𝗎𝗅𝖺𝗍𝗂𝗈𝗇 𝖺𝗇𝖽 𝖼𝗅𝗈𝗎𝖽 𝗂𝗇𝖿𝗋𝖺𝗌𝗍𝗋𝗎𝖼𝗍𝗎𝗋𝖾

  • 𝖦𝗅𝗈𝖻𝖺𝗅 𝖿𝗅𝖾𝖾𝗍 𝖽𝖾𝗉𝗅𝗈𝗒𝗆𝖾𝗇𝗍𝗌, 𝖿𝗅𝖾𝖾𝗍 𝖺𝗇𝖽 𝗌𝖾𝗋𝗏𝗂𝖼𝖾 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝖿𝗈𝗋𝖾𝖼𝖺𝗌𝗍 𝗍𝗁𝗋𝗈𝗎𝗀𝗁 𝟤𝟢𝟥𝟧

  • 𝖢𝗈𝗆𝗉𝖺𝗋𝖺𝗍𝗂𝗏𝖾 𝖺𝗇𝖺𝗅𝗒𝗌𝗂𝗌 𝗈𝖿 𝗅𝖾𝖺𝖽𝗂𝗇𝗀 𝗋𝗈𝖻𝗈𝗍𝖺𝗑𝗂 𝖼𝗈𝗆𝗉𝖺𝗇𝗂𝖾𝗌, 𝖺𝗇𝖽 𝗆𝗈𝗋𝖾

𝗠𝗼𝗿𝗲 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗶𝗻 𝗮 𝗱𝗲𝘁𝗮𝗶𝗹𝗲𝗱 𝗽𝗼𝘀𝘁 𝗵𝗲𝗿𝗲:
https://t.co/THSTVOTR97

𝗔𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 𝗶𝗻-𝗱𝗲𝗽𝘁𝗵 𝗮𝗻𝗮𝗹𝘆𝘀𝗶𝘀 𝗼𝗳 𝘁𝗵𝗲 “𝗚𝗹𝗼𝗯𝗮𝗹 𝗟𝗲𝗮𝗱𝗲𝗿𝘀 𝗶𝗻 𝗥𝗼𝗯𝗼𝘁𝗮𝘅𝗶𝘀 – 𝟮𝟬𝟮𝟲” 𝗿𝗲𝗽𝗼𝗿𝘁 𝗵𝗲𝗿𝗲:
https://t.co/zhUXKzAEHE

#Robotaxi #AutonomousVehicles #UrbanMobility #SelfDriving @zoox @May_Mobility $TSLA $AMZN $GOOG

[Counterpoint Research @CounterPointTR]

𝗧𝗵𝗿𝗲𝗲 𝗧𝗿𝗲𝗻𝗱𝘀 𝗦𝗵𝗮𝗽𝗶𝗻𝗴 𝗔𝘂𝘁𝗼𝗺𝗼𝘁𝗶𝘃𝗲 𝗜𝗻𝘁𝗲𝗹𝗹𝗶𝗴𝗲𝗻𝗰𝗲 - 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀 𝗳𝗿𝗼𝗺 𝟮𝟬𝟮𝟲 𝗤𝘂𝗮𝗹𝗰𝗼𝗺𝗺 𝗦𝘂𝗺𝗺𝗶𝘁

@Qualcomm 𝗋𝖾𝖼𝖾𝗇𝗍𝗅𝗒 𝖼𝗈𝗇𝖼𝗅𝗎𝖽𝖾𝖽 𝗂𝗍𝗌 𝟤𝟢𝟤𝟨 𝖠𝗎𝗍𝗈𝗆𝗈𝗍𝗂𝗏𝖾 𝖳𝖾𝖼𝗁𝗇𝗈𝗅𝗈𝗀𝗒 𝖺𝗇𝖽 𝖢𝗈𝗈𝗉𝖾𝗋𝖺𝗍𝗂𝗈𝗇 𝖲𝗎𝗆𝗆𝗂𝗍 𝗂𝗇 𝖶𝗎𝗑𝗂, 𝖢𝗁𝗂𝗇𝖺. 𝖳𝗁𝖾 𝗌𝗎𝗆𝗆𝗂𝗍 𝖿𝖾𝖺𝗍𝗎𝗋𝖾𝖽 𝗈𝗏𝖾𝗋 𝟨𝟢 𝗄𝖾𝗒𝗇𝗈𝗍𝖾 𝗌𝗉𝖾𝖾𝖼𝗁𝖾𝗌 𝖺𝗇𝖽 𝗆𝗈𝗋𝖾 𝗍𝗁𝖺𝗇 𝟩𝟢 𝖺𝗎𝗍𝗈𝗆𝗈𝗍𝗂𝗏𝖾 𝖾𝗅𝖾𝖼𝗍𝗋𝗈𝗇𝗂𝖼𝗌 𝗌𝗎𝗉𝗉𝗅𝗂𝖾𝗋𝗌 𝗌𝗁𝗈𝗐𝖼𝖺𝗌𝗂𝗇𝗀 𝗈𝗏𝖾𝗋 𝟧𝟢 𝗋𝖾𝖺𝗅-𝗏𝖾𝗁𝗂𝖼𝗅𝖾 𝖽𝖾𝗆𝗈𝗇𝗌𝗍𝗋𝖺𝗍𝗂𝗈𝗇𝗌 𝖺𝗇𝖽 𝗍𝖾𝗌𝗍-𝗋𝗂𝖽𝖾 𝖾𝗑𝗉𝖾𝗋𝗂𝖾𝗇𝖼𝖾𝗌. 𝖮𝗎𝗋 𝗅𝖺𝗍𝖾𝗌𝗍 𝗋𝖾𝗉𝗈𝗋𝗍 𝗌𝗎𝗆𝗆𝖺𝗋𝗂𝗓𝖾𝗌 𝗍𝗁𝖾 𝗄𝖾𝗒 𝗉𝗋𝗈𝗀𝗋𝖾𝗌𝗌 𝖺𝗇𝖽 𝗂𝗇𝖽𝗎𝗌𝗍𝗋𝗒 𝗍𝗋𝖾𝗇𝖽𝗌 𝗎𝗇𝗏𝖾𝗂𝗅𝖾𝖽 𝖺𝗍 𝗍𝗁𝖾 𝗌𝗎𝗆𝗆𝗂𝗍 𝖺𝖼𝗋𝗈𝗌𝗌 𝗂𝗇𝗍𝖾𝗅𝗅𝗂𝗀𝖾𝗇𝗍 𝖼𝗈𝖼𝗄𝗉𝗂𝗍𝗌, 𝖠𝖣𝖠𝖲, 𝖺𝗇𝖽 𝖼𝗈𝖼𝗄𝗉𝗂𝗍-𝖽𝗋𝗂𝗏𝗂𝗇𝗀 𝗂𝗇𝗍𝖾𝗀𝗋𝖺𝗍𝗂𝗈𝗇.

𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:
• 𝖨𝗇𝗇𝗈𝗏𝖺𝗍𝗂𝗏𝖾 𝗌𝗈𝗅𝗎𝗍𝗂𝗈𝗇𝗌 𝖺𝗇𝖽 𝗋𝖾𝖺𝗅-𝗐𝗈𝗋𝗅𝖽 𝖽𝖾𝗉𝗅𝗈𝗒𝗆𝖾𝗇𝗍 𝖻𝗋𝖾𝖺𝗄𝗍𝗁𝗋𝗈𝗎𝗀𝗁𝗌 𝖺𝖼𝗋𝗈𝗌𝗌 𝖠𝖨 𝖺𝗀𝖾𝗇𝗍 𝖿𝗎𝗅𝗅-𝗌𝖼𝖾𝗇𝖺𝗋𝗂𝗈 𝖾𝗑𝗉𝖾𝗋𝗂𝖾𝗇𝖼𝖾𝗌.

• 𝖠𝖨 𝗆𝗎𝗅𝗍𝗂𝗆𝗈𝖽𝖺𝗅 𝗂𝗇𝗍𝖾𝗋𝖺𝖼𝗍𝗂𝗈𝗇, 𝖼𝗈𝖼𝗄𝗉𝗂𝗍-𝖽𝗋𝗂𝗏𝗂𝗇𝗀 𝗂𝗇𝗍𝖾𝗀𝗋𝖺𝗍𝗂𝗈𝗇, 𝖺𝗇𝖽 𝖠𝖽𝗏𝖺𝗇𝖼𝖾𝖽 𝖣𝗋𝗂𝗏𝖾𝗋 𝖠𝗌𝗌𝗂𝗌𝗍𝖺𝗇𝖼𝖾 𝖲𝗒𝗌𝗍𝖾𝗆𝗌 (𝖠𝖣𝖠𝖲) 𝖼𝖺𝗉𝖺𝖻𝗂𝗅𝗂𝗍𝗒 𝖺𝖽𝗏𝖺𝗇𝖼𝖾𝗆𝖾𝗇𝗍𝗌.

𝗠𝗼𝗿𝗲 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗶𝗻 𝗮 𝗱𝗲𝘁𝗮𝗶𝗹𝗲𝗱 𝗿𝗲𝗽𝗼𝗿𝘁 𝗵𝗲𝗿𝗲:
https://t.co/15XN7OZQZ3

𝗔𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 𝗹𝗮𝘁𝗲𝘀𝘁 𝗔𝘂𝘁𝗼 𝟯𝟲𝟬 𝗜𝗻𝘁𝗲𝗹𝗹𝗶𝗴𝗲𝗻𝗰𝗲 𝗧𝗿𝗮𝗰𝗸𝗲𝗿 𝗵𝗲𝗿𝗲:
https://t.co/dlMZ9Cigpt

#AutomotiveTech #ADAS #Qualcomm #SmartCockpit #IntelligentCockpit #CounterpointResearch #AI

[Counterpoint Research @CounterPointTR]

𝗟𝗮𝘁𝗲𝘀𝘁 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀: 𝗪𝗶-𝗙𝗶 𝟲 𝗚𝗮𝗶𝗻𝘀 𝗔𝘂𝘁𝗼 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗠𝗼𝗺𝗲𝗻𝘁𝘂𝗺

𝖦𝗅𝗈𝖻𝖺𝗅 𝗉𝖺𝗌𝗌𝖾𝗇𝗀𝖾𝗋 𝗏𝖾𝗁𝗂𝖼𝗅𝖾 𝗌𝖺𝗅𝖾𝗌 𝗐𝗂𝗍𝗁 𝖾𝗆𝖻𝖾𝖽𝖽𝖾𝖽 𝖶𝗂-𝖥𝗂 𝗀𝗋𝖾𝗐 𝟣𝟢% 𝖸𝗈𝖸 𝗂𝗇 𝟤𝟢𝟤𝟧. 𝖡𝗎𝗍 𝗍𝗁𝖾 𝗋𝖾𝖺𝗅 𝗌𝗍𝗈𝗋𝗒 𝗂𝗌 𝖶𝗂-𝖥𝗂 𝟨, 𝗐𝗂𝗍𝗁 𝗂𝗍𝗌 𝖺𝖽𝗈𝗉𝗍𝗂𝗈𝗇 𝗌𝗎𝗋𝗀𝗂𝗇𝗀 𝟣𝟦𝟤% 𝖸𝗈𝖸 𝗂𝗇 𝟤𝟢𝟤𝟧. 𝖢𝗁𝗂𝗇𝖺 𝗂𝗌 𝗅𝖾𝖺𝖽𝗂𝗇𝗀 𝗍𝗁𝗂𝗌 𝖼𝗁𝖺𝗋𝗀𝖾, 𝗐𝗂𝗍𝗁 𝖽𝗈𝗆𝖾𝗌𝗍𝗂𝖼 𝖮𝖤𝖬𝗌 𝗌𝗎𝖼𝗁 𝖺𝗌 @BYDCompany, @NIOGlobal, 𝖺𝗇𝖽 @XPENG_Global 𝗋𝖺𝖼𝗂𝗇𝗀 𝗍𝗈 𝖻𝗎𝗂𝗅𝖽 𝗌𝗆𝖺𝗋𝗍𝖾𝗋, 𝗆𝗈𝗋𝖾 𝖼𝗈𝗇𝗇𝖾𝖼𝗍𝖾𝖽 𝖽𝗂𝗀𝗂𝗍𝖺𝗅 𝖼𝗈𝖼𝗄𝗉𝗂𝗍𝗌. 𝖠𝗌 𝗏𝖾𝗁𝗂𝖼𝗅𝖾𝗌 𝖾𝗏𝗈𝗅𝗏𝖾 𝗂𝗇𝗍𝗈 𝗌𝗈𝖿𝗍𝗐𝖺𝗋𝖾-𝖽𝖾𝖿𝗂𝗇𝖾𝖽 𝗉𝗅𝖺𝗍𝖿𝗈𝗋𝗆𝗌, 𝖶𝗂-𝖥𝗂 𝟨 𝗂𝗌 𝗊𝗎𝗂𝖼𝗄𝗅𝗒 𝖻𝖾𝖼𝗈𝗆𝗂𝗇𝗀 𝗍𝗁𝖾 𝖻𝖺𝖼𝗄𝖻𝗈𝗇𝖾 𝖿𝗈𝗋 𝗂𝗇-𝖼𝖺𝗋 𝖾𝗑𝗉𝖾𝗋𝗂𝖾𝗇𝖼𝖾𝗌 𝗌𝗎𝖼𝗁 𝖺𝗌 𝖮𝖳𝖠 𝗎𝗉𝖽𝖺𝗍𝖾𝗌, 𝖼𝗅𝗈𝗎𝖽 𝗌𝖾𝗋𝗏𝗂𝖼𝖾𝗌 𝖺𝗇𝖽 𝗆𝗈𝗋𝖾.

𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀:
  • 𝖦𝗅𝗈𝖻𝖺𝗅 𝗌𝖺𝗅𝖾𝗌 𝗈𝖿 𝗉𝖺𝗌𝗌𝖾𝗇𝗀𝖾𝗋 𝗏𝖾𝗁𝗂𝖼𝗅𝖾𝗌 𝗐𝗂𝗍𝗁 𝖾𝗆𝖻𝖾𝖽𝖽𝖾𝖽 𝖶𝗂-𝖥𝗂 𝗀𝗋𝖾𝗐 𝟣𝟢% 𝖸𝗈𝖸 𝗂𝗇 𝟤𝟢𝟤𝟧, 𝖽𝗋𝗂𝗏𝖾𝗇 𝖻𝗒 𝗋𝗂𝗌𝗂𝗇𝗀 𝖺𝖽𝗈𝗉𝗍𝗂𝗈𝗇 𝗈𝖿 𝖼𝗈𝗇𝗇𝖾𝖼𝗍𝖾𝖽 𝗂𝗇𝖿𝗈𝗍𝖺𝗂𝗇𝗆𝖾𝗇𝗍 𝗌𝗒𝗌𝗍𝖾𝗆𝗌 𝖺𝗇𝖽 𝗌𝗈𝖿𝗍𝗐𝖺𝗋𝖾-𝖽𝖾𝖿𝗂𝗇𝖾𝖽 𝗏𝖾𝗁𝗂𝖼𝗅𝖾 (𝖲𝖣𝖵) 𝖺𝗋𝖼𝗁𝗂𝗍𝖾𝖼𝗍𝗎𝗋𝖾𝗌.

  • 𝖲𝖺𝗅𝖾𝗌 𝗈𝖿 𝖼𝖺𝗋𝗌 𝗌𝗎𝗉𝗉𝗈𝗋𝗍𝗂𝗇𝗀 𝗍𝗁𝖾 𝖶𝗂-𝖥𝗂 𝟨 𝗌𝗍𝖺𝗇𝖽𝖺𝗋𝖽 𝗌𝗎𝗋𝗀𝖾𝖽 𝟣𝟦𝟤% 𝖸𝗈𝖸 𝗂𝗇 𝟤𝟢𝟤𝟧, 𝗌𝗎𝗉𝗉𝗈𝗋𝗍𝖾𝖽 𝖻𝗒 𝗀𝗋𝗈𝗐𝗂𝗇𝗀 𝖽𝖾𝗆𝖺𝗇𝖽 𝖿𝗈𝗋 𝗁𝗂𝗀𝗁𝖾𝗋 𝖻𝖺𝗇𝖽𝗐𝗂𝖽𝗍𝗁 𝖺𝗇𝖽 𝗅𝗈𝗐𝖾𝗋-𝗅𝖺𝗍𝖾𝗇𝖼𝗒 𝗂𝗇-𝖼𝖺𝗋 𝖼𝗈𝗇𝗇𝖾𝖼𝗍𝗂𝗏𝗂𝗍𝗒.

  • 𝖢𝗁𝗂𝗇𝖺 𝗋𝖾𝗆𝖺𝗂𝗇𝖾𝖽 𝗍𝗁𝖾 𝗅𝖾𝖺𝖽𝗂𝗇𝗀 𝖺𝗎𝗍𝗈𝗆𝗈𝗍𝗂𝗏𝖾 𝖶𝗂-𝖥𝗂 𝟨 𝗆𝖺𝗋𝗄𝖾𝗍 𝗂𝗇 𝟤𝟢𝟤𝟧, 𝖿𝗎𝖾𝗅𝖾𝖽 𝖻𝗒 𝗋𝖺𝗉𝗂𝖽 𝖽𝗂𝗀𝗂𝗍𝖺𝗅 𝖼𝗈𝖼𝗄𝗉𝗂𝗍 𝗂𝗇𝗇𝗈𝗏𝖺𝗍𝗂𝗈𝗇 𝖿𝗋𝗈𝗆 𝖽𝗈𝗆𝖾𝗌𝗍𝗂𝖼 𝖮𝖤𝖬𝗌.

  • 𝖠𝗎𝗍𝗈𝗆𝖺𝗄𝖾𝗋𝗌 𝖺𝗋𝖾 𝗂𝗇𝖼𝗋𝖾𝖺𝗌𝗂𝗇𝗀𝗅𝗒 𝖾𝗆𝖻𝖾𝖽𝖽𝗂𝗇𝗀 𝖶𝗂-𝖥𝗂 𝖺𝗌 𝖺 𝗄𝖾𝗒 𝗐𝗂𝗋𝖾𝗅𝖾𝗌𝗌 𝗍𝖾𝖼𝗁𝗇𝗈𝗅𝗈𝗀𝗒, 𝖾𝗇𝖺𝖻𝗅𝗂𝗇𝗀 𝖮𝖳𝖠 𝗎𝗉𝖽𝖺𝗍𝖾𝗌, 𝗐𝗂𝗋𝖾𝗅𝖾𝗌𝗌 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾 𝗉𝗋𝗈𝗃𝖾𝖼𝗍𝗂𝗈𝗇, 𝖺𝗇𝖽 𝗌𝗈𝖿𝗍𝗐𝖺𝗋𝖾-𝖽𝗋𝗂𝗏𝖾𝗇 𝖿𝖾𝖺𝗍𝗎𝗋𝖾𝗌.

𝗠𝗼𝗿𝗲 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗶𝗻 𝗮 𝗱𝗲𝘁𝗮𝗶𝗹𝗲𝗱 𝗽𝗼𝘀𝘁 𝗵𝗲𝗿𝗲:
https://t.co/Rs6avjGaP0

𝗔𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 𝗚𝗹𝗼𝗯𝗮𝗹 𝗔𝘂𝘁𝗼𝗺𝗼𝘁𝗶𝘃𝗲 𝗪𝗶-𝗙𝗶 𝗧𝗿𝗮𝗰𝗸𝗲𝗿 𝗵𝗲𝗿𝗲:
https://t.co/ufdIzDMMCe

#China #SDV #SoftwareDefinedVehicles #WiFi6 #AutomotiveTech #CounterpointResearch

[Counterpoint Research @CounterPointTR]

𝗝𝗼𝗶𝗻 𝗼𝘂𝗿 𝗟𝗶𝘃𝗲 𝗪𝗲𝗯𝗶𝗻𝗮𝗿: 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀 𝗳𝗿𝗼𝗺 𝘁𝗵𝗲 𝗕𝗲𝗶𝗷𝗶𝗻𝗴 𝗔𝘂𝘁𝗼 𝗦𝗵𝗼𝘄 𝟮𝟬𝟮𝟲

𝖢𝗁𝗂𝗇𝖺’𝗌 𝖺𝗎𝗍𝗈𝗆𝗈𝗍𝗂𝗏𝖾 𝗂𝗇𝖽𝗎𝗌𝗍𝗋𝗒 𝖼𝗈𝗇𝗍𝗂𝗇𝗎𝖾𝗌 𝗍𝗈 𝖺𝖼𝖼𝖾𝗅𝖾𝗋𝖺𝗍𝖾 𝗂𝗇𝗇𝗈𝗏𝖺𝗍𝗂𝗈𝗇 𝗂𝗇 𝗂𝗇𝗍𝖾𝗅𝗅𝗂𝗀𝖾𝗇𝗍 𝗏𝖾𝗁𝗂𝖼𝗅𝖾𝗌 𝖿𝗋𝗈𝗆 𝖠𝖨-𝗉𝗈𝗐𝖾𝗋𝖾𝖽 𝖼𝗈𝖼𝗄𝗉𝗂𝗍𝗌 𝖺𝗇𝖽 𝖼𝖾𝗇𝗍𝗋𝖺𝗅𝗂𝗓𝖾𝖽 𝖼𝗈𝗆𝗉𝗎𝗍𝗂𝗇𝗀 𝖺𝗋𝖼𝗁𝗂𝗍𝖾𝖼𝗍𝗎𝗋𝖾 𝗍𝗈 𝖺𝗎𝗍𝗈𝗇𝗈𝗆𝗈𝗎𝗌 𝖽𝗋𝗂𝗏𝗂𝗇𝗀 𝗍𝖾𝖼𝗁𝗇𝗈𝗅𝗈𝗀𝗂𝖾𝗌. 𝖩𝗈𝗂𝗇 𝖢𝗈𝗎𝗇𝗍𝖾𝗋𝗉𝗈𝗂𝗇𝗍 𝖱𝖾𝗌𝖾𝖺𝗋𝖼𝗁 𝖿𝗈𝗋 𝖺𝗇 𝖾𝗑𝖼𝗅𝗎𝗌𝗂𝗏𝖾 𝗐𝖾𝖻𝗂𝗇𝖺𝗋 𝖾𝗑𝗉𝗅𝗈𝗋𝗂𝗇𝗀 𝗍𝗁𝖾 𝗄𝖾𝗒 𝗁𝗂𝗀𝗁𝗅𝗂𝗀𝗁𝗍𝗌 𝖿𝗋𝗈𝗆 𝗍𝗁𝖾 𝖡𝖾𝗂𝗃𝗂𝗇𝗀 𝖠𝗎𝗍𝗈 𝖲𝗁𝗈𝗐 𝟤𝟢𝟤𝟨 𝖺𝗇𝖽 𝗍𝗁𝖾 𝖿𝗎𝗍𝗎𝗋𝖾 𝖽𝗂𝗋𝖾𝖼𝗍𝗂𝗈𝗇 𝗈𝖿 𝖢𝗁𝗂𝗇𝖺’𝗌 𝖺𝗎𝗍𝗈𝗆𝗈𝗍𝗂𝗏𝖾 𝗍𝖾𝖼𝗁𝗇𝗈𝗅𝗈𝗀𝗒 𝖽𝖾𝗏𝖾𝗅𝗈𝗉𝗆𝖾𝗇𝗍.

𝗞𝗲𝘆 𝗪𝗲𝗯𝗶𝗻𝗮𝗿 𝗧𝗵𝗲𝗺𝗲𝘀
• 𝖨𝗇𝗌𝗂𝗀𝗁𝗍𝗌 𝗈𝗇 𝗇𝖾𝗐𝗅𝗒 𝗅𝖺𝗎𝗇𝖼𝗁𝖾𝖽 𝗏𝖾𝗁𝗂𝖼𝗅𝖾 𝗆𝗈𝖽𝖾𝗅𝗌, 𝗂𝗇𝖼𝗅𝗎𝖽𝗂𝗇𝗀 𝗉𝗋𝗈𝖽𝗎𝖼𝗍 𝗉𝗈𝗌𝗂𝗍𝗂𝗈𝗇𝗂𝗇𝗀, 𝖼𝗈𝗆𝗉𝗎𝗍𝗂𝗇𝗀 𝗉𝗈𝗐𝖾𝗋, 𝖤/𝖤 𝖺𝗋𝖼𝗁𝗂𝗍𝖾𝖼𝗍𝗎𝗋𝖾, 𝖧𝖬𝖨, 𝗂𝗇𝗍𝖾𝗅𝗅𝗂𝗀𝖾𝗇𝗍 𝖼𝗈𝖼𝗄𝗉𝗂𝗍, 𝖺𝗇𝖽 𝖠𝖣𝖠𝖲 𝗍𝖾𝖼𝗁𝗇𝗈𝗅𝗈𝗀𝗂𝖾𝗌

• 𝖥𝗎𝗍𝗎𝗋𝖾 𝖱&𝖣 𝗍𝗋𝖾𝗇𝖽𝗌 𝗂𝗇 𝗂𝗇𝗍𝖾𝗅𝗅𝗂𝗀𝖾𝗇𝗍 𝖼𝗈𝖼𝗄𝗉𝗂𝗍, 𝖼𝖺𝖻𝗂𝗇-𝖽𝗋𝗂𝗏𝗂𝗇𝗀 𝗂𝗇𝗍𝖾𝗀𝗋𝖺𝗍𝗂𝗈𝗇, 𝗂𝗇𝗍𝖾𝗅𝗅𝗂𝗀𝖾𝗇𝗍 𝖽𝗋𝗂𝗏𝗂𝗇𝗀, 𝖺𝗇𝖽 𝗂𝗇𝗍𝖾𝗅𝗅𝗂𝗀𝖾𝗇𝗍 𝖺𝗎𝗍𝗈𝗆𝗈𝗍𝗂𝗏𝖾 𝖼𝗈𝗆𝗉𝗈𝗇𝖾𝗇𝗍𝗌

• 𝖧𝗈𝗐 𝖢𝗁𝗂𝗇𝖾𝗌𝖾 𝖮𝖤𝖬𝗌’ 𝗂𝗇𝗇𝗈𝗏𝖺𝗍𝗂𝗈𝗇𝗌 𝖺𝗋𝖾 𝗂𝗇𝖿𝗅𝗎𝖾𝗇𝖼𝗂𝗇𝗀 𝗍𝗁𝖾 𝗀𝗅𝗈𝖻𝖺𝗅 𝖺𝗎𝗍𝗈𝗆𝗈𝗍𝗂𝗏𝖾 𝖺𝗇𝖽 𝗌𝖾𝗆𝗂𝖼𝗈𝗇𝖽𝗎𝖼𝗍𝗈𝗋 𝖾𝖼𝗈𝗌𝗒𝗌𝗍𝖾𝗆

• 𝖶𝗁𝖺𝗍 𝖢𝗁𝗂𝗇𝖺’𝗌 𝗋𝖺𝗉𝗂𝖽𝗅𝗒 𝖾𝗏𝗈𝗅𝗏𝗂𝗇𝗀 𝖺𝗎𝗍𝗈𝗆𝗈𝗍𝗂𝗏𝖾 𝗆𝖺𝗋𝗄𝖾𝗍 𝗆𝖾𝖺𝗇𝗌 𝖿𝗈𝗋 𝗍𝖾𝖼𝗁𝗇𝗈𝗅𝗈𝗀𝗒 𝖺𝗇𝖽 𝗌𝗎𝗉𝗉𝗅𝗒 𝖼𝗁𝖺𝗂𝗇 𝗉𝗅𝖺𝗒𝖾𝗋𝗌 𝗐𝗈𝗋𝗅𝖽𝗐𝗂𝖽𝖾

𝗦𝗽𝗲𝗮𝗸𝗲𝗿: Kevin Li, 𝖠𝗌𝗌𝗈𝖼𝗂𝖺𝗍𝖾 𝖣𝗂𝗋𝖾𝖼𝗍𝗈𝗋

𝗗𝗮𝘁𝗲 𝗮𝗻𝗱 𝘁𝗶𝗺𝗲: 𝖬𝖺𝗒 𝟤𝟣, 𝟤𝟢𝟤𝟨 (𝖳𝗁𝗎𝗋𝗌𝖽𝖺𝗒) | 𝟥:𝟢𝟢 𝖯𝖬 (𝖦𝖬𝖳+𝟪) | 𝖤𝗇𝗀𝗅𝗂𝗌𝗁 𝖲𝖾𝗌𝗌𝗂𝗈𝗇
𝗖𝗹𝗶𝗰𝗸 𝗛𝗲𝗿𝗲 𝘁𝗼 𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿
https://t.co/VSaLHU1zik

#BeijingAutoShow #AutomotiveTech #IntelligentVehicles #ADAS #ChineseEV #CounterpointResearch

[Abhilash Gupta, PhD @akgupta_10]

By targeting faster #profitability from 2027, focusing capital on product, tech, and brand rather than heavy assets, VinFast is signaling a clear pivot from headline growth to disciplined, #CapitalEfficient expansion in a still-crowded #ASEAN #EVmarket.

[Abhilash Gupta, PhD @akgupta_10]

VinFast’s move to reorganize its Vietnam business into an #assetlight structure, shift manufacturing into VFTP, and offload liabilities looks like a classic “survive now, scale smarter later” play in the #EV and #AutoOEM landscape. @VinFastofficial @CounterPointTR

[Counterpoint Research @CounterPointTR]

𝗣𝘂𝗿𝗽𝗼𝘀𝗲-𝗕𝘂𝗶𝗹𝘁 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲: 𝗧𝗵𝗲 𝗣𝗶𝗼𝗻𝗲𝗲𝗿𝗶𝗻𝗴 𝗔𝗽𝗽𝗿𝗼𝗮𝗰𝗵 𝗕𝗲𝗵𝗶𝗻𝗱 𝗭𝗼𝗼𝘅’𝘀 𝗦𝗰𝗮𝗹𝗮𝗯𝗹𝗲 𝗥𝗼𝗯𝗼𝘁𝗮𝘅𝗶 𝗩𝗶𝘀𝗶𝗼𝗻

𝖳𝗁𝖾 𝗋𝗈𝖻𝗈𝗍𝖺𝗑𝗂 𝗆𝖺𝗋𝗄𝖾𝗍 𝗂𝗌 𝗈𝗇 𝗍𝗁𝖾 𝖼𝗎𝗌𝗉 𝗈𝖿 𝖺 𝗆𝖺𝗃𝗈𝗋 𝗂𝗇𝖿𝗅𝖾𝖼𝗍𝗂𝗈𝗇 𝗉𝗈𝗂𝗇𝗍, 𝖺𝗇𝖽 𝖹𝗈𝗈𝗑 𝗂𝗌 𝗋𝖾𝖽𝖾𝖿𝗂𝗇𝗂𝗇𝗀 𝗐𝗁𝖺𝗍 𝗍𝗁𝖺𝗍 𝖿𝗎𝗍𝗎𝗋𝖾 𝗅𝗈𝗈𝗄𝗌 𝗅𝗂𝗄𝖾. 𝖠𝖼𝖼𝗈𝗋𝖽𝗂𝗇𝗀 𝗍𝗈 𝖢𝗈𝗎𝗇𝗍𝖾𝗋𝗉𝗈𝗂𝗇𝗍 𝖱𝖾𝗌𝖾𝖺𝗋𝖼𝗁'𝗌 𝖦𝗅𝗈𝖻𝖺𝗅 𝖱𝗈𝖻𝗈𝗍𝖺𝗑𝗂 𝖵𝖾𝗁𝗂𝖼𝗅𝖾 𝖲𝖺𝗅𝖾𝗌 𝖺𝗇𝖽 𝖲𝖾𝗋𝗏𝗂𝖼𝖾𝗌 𝖬𝖺𝗋𝗄𝖾𝗍 𝖥𝗈𝗋𝖾𝖼𝖺𝗌𝗍, 𝗍𝗁𝖾 𝗆𝖺𝗋𝗄𝖾𝗍 𝗂𝗌 𝗉𝗋𝗈𝗃𝖾𝖼𝗍𝖾𝖽 𝗍𝗈 𝗋𝖾𝖺𝖼𝗁 $𝟣𝟨𝟪 𝖻𝗂𝗅𝗅𝗂𝗈𝗇 𝖻𝗒 𝟤𝟢𝟥𝟧, 𝗐𝗂𝗍𝗁 𝗍𝗁𝖾 𝗀𝗅𝗈𝖻𝖺𝗅 𝖿𝗅𝖾𝖾𝗍 𝗁𝗂𝗍𝗍𝗂𝗇𝗀 𝟥.𝟨 𝗆𝗂𝗅𝗅𝗂𝗈𝗇 𝗏𝖾𝗁𝗂𝖼𝗅𝖾𝗌. 𝖶𝗁𝗂𝗅𝖾 𝖾𝖺𝗋𝗅𝗒 𝗆𝗈𝗏𝖾𝗋𝗌 𝗅𝗂𝗄𝖾 @Waymo, @BaiduApollo 𝖦𝗈, @Tesla, @WeRide_ai, 𝖺𝗇𝖽 𝖯𝗈𝗇𝗒.𝖺𝗂 𝗅𝖾𝖺𝖽 𝗍𝗁𝖾 𝖼𝗁𝖺𝗋𝗀𝖾 𝗂𝗇 𝗌𝖼𝖺𝗅𝖾, @amazon-𝗈𝗐𝗇𝖾𝖽 @zoox 𝗂𝗌 𝗌𝖾𝗍𝗍𝗂𝗇𝗀 𝖺 𝖽𝗂𝖿𝖿𝖾𝗋𝖾𝗇𝗍 𝗄𝗂𝗇𝖽 𝗈𝖿 𝖻𝖾𝗇𝖼𝗁𝗆𝖺𝗋𝗄: 𝖺 𝗉𝗎𝗋𝗉𝗈𝗌𝖾-𝖻𝗎𝗂𝗅𝗍, 𝖿𝗎𝗅𝗅𝗒 𝗌𝗒𝗆𝗆𝖾𝗍𝗋𝗂𝖼𝖺𝗅, 𝖿𝗈𝗎𝗋-𝗐𝗁𝖾𝖾𝗅-𝗌𝗍𝖾𝖾𝗋𝗂𝗇𝗀 𝗏𝖾𝗁𝗂𝖼𝗅𝖾 𝖽𝖾𝗌𝗂𝗀𝗇𝖾𝖽 𝖿𝗋𝗈𝗆 𝗍𝗁𝖾 𝗀𝗋𝗈𝗎𝗇𝖽 𝗎𝗉 𝖿𝗈𝗋 𝖺 𝖽𝗋𝗂𝗏𝖾𝗋𝗅𝖾𝗌𝗌 𝗐𝗈𝗋𝗅𝖽.

𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀:
• 𝟤𝟢𝟤𝟨 𝗂𝗌 𝗌𝖾𝗍 𝗍𝗈 𝗌𝖾𝖾 𝖺 𝖻𝗋𝖾𝖺𝗄𝗍𝗁𝗋𝗈𝗎𝗀𝗁 𝗂𝗇 𝗍𝗁𝖾 𝖾𝗑𝗉𝖺𝗇𝗌𝗂𝗈𝗇 𝗈𝖿 𝗋𝗈𝖻𝗈𝗍𝖺𝗑𝗂 𝖽𝖾𝗉𝗅𝗈𝗒𝗆𝖾𝗇𝗍𝗌, 𝗐𝗂𝗍𝗁 𝖢𝗈𝗎𝗇𝗍𝖾𝗋𝗉𝗈𝗂𝗇𝗍 𝖿𝗈𝗋𝖾𝖼𝖺𝗌𝗍𝗂𝗇𝗀 𝗍𝗁𝖺𝗍 𝗍𝗁𝖾 𝗋𝗈𝖻𝗈𝗍𝖺𝗑𝗂 𝗌𝖾𝗋𝗏𝗂𝖼𝖾 𝗆𝖺𝗋𝗄𝖾𝗍 𝗐𝗂𝗅𝗅 𝗀𝗋𝗈𝗐 𝗍𝗈 $𝟣𝟨𝟪 𝖻𝗂𝗅𝗅𝗂𝗈𝗇 𝖻𝗒 𝟤𝟢𝟥𝟧 𝗐𝗂𝗍𝗁 𝖺 𝖿𝗅𝖾𝖾𝗍 𝗌𝗂𝗓𝖾 𝗈𝖿 𝟥.𝟨 𝗆𝗂𝗅𝗅𝗂𝗈𝗇.

• 𝖹𝗈𝗈𝗑, 𝖺𝗌 𝖺𝗇 𝗂𝗇𝖽𝖾𝗉𝖾𝗇𝖽𝖾𝗇𝗍 𝗋𝗈𝖻𝗈𝗍𝖺𝗑𝗂 𝗉𝗅𝖺𝗒𝖾𝗋, 𝗂𝗌 𝖼𝗎𝗋𝗋𝖾𝗇𝗍𝗅𝗒 𝖿𝗈𝗋𝖾𝖼𝖺𝗌𝗍𝖾𝖽 𝗍𝗈 𝖼𝖺𝗉𝗍𝗎𝗋𝖾 𝖺 𝗌𝗆𝖺𝗅𝗅𝖾𝗋 𝗆𝖺𝗋𝗄𝖾𝗍 𝗌𝗁𝖺𝗋𝖾 𝗂𝗇 𝗍𝗁𝖾 𝗌𝖾𝗋𝗏𝗂𝖼𝖾 𝗆𝖺𝗋𝗄𝖾𝗍. 𝖧𝗈𝗐𝖾𝗏𝖾𝗋, 𝗍𝗁𝗂𝗌 𝖼𝗈𝗎𝗅𝖽 𝖼𝗁𝖺𝗇𝗀𝖾 𝗐𝗁𝖾𝗇 𝖹𝗈𝗈𝗑 𝗋𝖾𝖺𝖼𝗁𝖾𝗌 𝗂𝗍𝗌 𝖿𝗎𝗅𝗅 𝗉𝗈𝗍𝖾𝗇𝗍𝗂𝖺𝗅.

• 𝖹𝗈𝗈𝗑 𝗁𝖺𝗌 𝖺 𝗎𝗇𝗂𝗊𝗎𝖾 𝗉𝗋𝗈𝗉𝗈𝗌𝗂𝗍𝗂𝗈𝗇 𝖺𝗆𝗈𝗇𝗀 𝗋𝗈𝖻𝗈𝗍𝖺𝗑𝗂 𝗉𝗅𝖺𝗒𝖾𝗋𝗌 – 𝖺 𝗉𝗎𝗋𝗉𝗈𝗌𝖾-𝖻𝗎𝗂𝗅𝗍 𝗏𝖾𝗁𝗂𝖼𝗅𝖾, 𝗂𝗇-𝗁𝗈𝗎𝗌𝖾 𝗆𝖺𝗇𝗎𝖿𝖺𝖼𝗍𝗎𝗋𝗂𝗇𝗀, 𝖻𝖾𝗂𝗇𝗀 𝖺𝖻𝗅𝖾 𝗍𝗈 𝗉𝗂𝗈𝗇𝖾𝖾𝗋 𝖺𝗇𝖽 𝗌𝗁𝖺𝗉𝖾 𝗋𝖾𝗀𝗎𝗅𝖺𝗍𝗂𝗈𝗇𝗌 𝖺𝗇𝖽 𝗍𝗁𝖾 𝗉𝗈𝗍𝖾𝗇𝗍𝗂𝖺𝗅 𝗍𝗈 𝗅𝖾𝗏𝖾𝗋𝖺𝗀𝖾 𝖠𝗆𝖺𝗓𝗈𝗇’𝗌 𝖯𝗋𝗂𝗆𝖾 𝗌𝗎𝖻𝗌𝖼𝗋𝗂𝗉𝗍𝗂𝗈𝗇 𝖾𝖼𝗈𝗌𝗒𝗌𝗍𝖾𝗆.

𝗥𝗲𝗮𝗱 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗮𝗻𝗮𝗹𝘆𝘀𝗶𝘀 𝗵𝗲𝗿𝗲:
https://t.co/zZULBD4I9N

𝗔𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 𝗚𝗹𝗼𝗯𝗮𝗹 𝗥𝗼𝗯𝗼𝘁𝗮𝘅𝗶 𝗩𝗲𝗵𝗶𝗰𝗹𝗲 𝗦𝗮𝗹𝗲𝘀 𝗮𝗻𝗱 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝗠𝗮𝗿𝗸𝗲𝘁 𝗙𝗼𝗿𝗲𝗰𝗮𝘀𝘁 𝗵𝗲𝗿𝗲:
https://t.co/1S3MXWooJe

𝗪𝗮𝘁𝗰𝗵 𝗼𝘂𝗿 𝗭𝗼𝗼𝘅 𝗥𝗼𝗯𝗼𝘁𝗮𝘅𝗶 𝗗𝗿𝗶𝘃𝗲 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 𝘃𝗶𝗱𝗲𝗼 𝗵𝗲𝗿𝗲:
https://t.co/JQdnD98Ikb

#AutonomousVehicles #Robotaxi #FutureOfMobility #SelfDrivingCars #Zoox #CounterpointResearch #Tesla #Waymo

[Counterpoint Research @CounterPointTR]

𝗙𝗼𝗿𝗱’𝘀 𝗟𝗼𝗻𝗴 𝗕𝗲𝗮𝗰𝗵 𝗘𝗩 𝗗𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁 𝗖𝗲𝗻𝘁𝗲𝗿 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀 𝗶𝘁𝘀 𝗔𝗽𝗽𝗿𝗼𝗮𝗰𝗵 𝘁𝗼 𝗔𝗰𝗰𝗲𝗹𝗲𝗿𝗮𝘁𝗶𝗻𝗴 𝗗𝗲𝘀𝗶𝗴𝗻 𝗮𝗻𝗱 𝗗𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁

@Ford'𝗌 𝖤𝖵 𝖣𝖾𝗏𝖾𝗅𝗈𝗉𝗆𝖾𝗇𝗍 𝖢𝖾𝗇𝗍𝖾𝗋 (𝖤𝖵𝖣𝖢) 𝗂𝗇 𝖫𝗈𝗇𝗀 𝖡𝖾𝖺𝖼𝗁 𝗈𝖿𝖿𝖾𝗋𝗌 𝖺 𝗋𝖺𝗋𝖾 𝗅𝗈𝗈𝗄 𝗂𝗇𝗍𝗈 𝗁𝗈𝗐 𝗍𝗁𝖾 𝖺𝗎𝗍𝗈𝗆𝖺𝗄𝖾𝗋 𝗂𝗌 𝗋𝖾𝗂𝗆𝖺𝗀𝗂𝗇𝗂𝗇𝗀 𝗏𝖾𝗁𝗂𝖼𝗅𝖾 𝖽𝖾𝗏𝖾𝗅𝗈𝗉𝗆𝖾𝗇𝗍, 𝗇𝗈𝗍 𝗃𝗎𝗌𝗍 𝖿𝗈𝗋 𝗌𝗉𝖾𝖾𝖽, 𝖻𝗎𝗍 𝖿𝗈𝗋 𝖼𝗈𝗇𝗍𝗋𝗈𝗅. 𝖶𝗂𝗍𝗁 𝟥𝟧𝟢 𝖾𝗇𝗀𝗂𝗇𝖾𝖾𝗋𝗌 𝖽𝖾𝗌𝗂𝗀𝗇𝗂𝗇𝗀 𝖤𝖢𝖴𝗌, 𝗌𝗈𝖿𝗍𝗐𝖺𝗋𝖾, 𝖺𝗇𝖽 𝗌𝗒𝗌𝗍𝖾𝗆𝗌 𝗂𝗇-𝗁𝗈𝗎𝗌𝖾, 𝖥𝗈𝗋𝖽 𝗂𝗌 𝖾𝗇𝖺𝖻𝗅𝗂𝗇𝗀 𝖿𝖺𝗌𝗍𝖾𝗋 𝗂𝗍𝖾𝗋𝖺𝗍𝗂𝗈𝗇 𝖺𝗇𝖽 𝗍𝗂𝗀𝗁𝗍𝖾𝗋 𝖼𝗈𝗌𝗍 𝗆𝖺𝗇𝖺𝗀𝖾𝗆𝖾𝗇𝗍 𝖺𝖼𝗋𝗈𝗌𝗌 𝗂𝗍𝗌 𝖴𝗇𝗂𝗏𝖾𝗋𝗌𝖺𝗅 𝖤𝖵 𝖯𝗅𝖺𝗍𝖿𝗈𝗋𝗆 (𝖴𝖤𝖯). 𝖶𝗂𝗍𝗁 𝖺 𝗆𝗂𝖽-𝗌𝗂𝗓𝖾 𝖾𝗅𝖾𝖼𝗍𝗋𝗂𝖼 𝗉𝗂𝖼𝗄𝗎𝗉 𝗍𝖺𝗋𝗀𝖾𝗍𝗂𝗇𝗀 𝟤𝟢𝟤𝟩 𝗉𝗋𝗈𝖽𝗎𝖼𝗍𝗂𝗈𝗇 𝖺𝗇𝖽 𝖺 𝗇𝖾𝗐 𝖺𝗌𝗌𝖾𝗆𝖻𝗅𝗒 𝗌𝗒𝗌𝗍𝖾𝗆 𝗉𝗋𝗈𝗆𝗂𝗌𝗂𝗇𝗀 𝟦𝟢% 𝖿𝖺𝗌𝗍𝖾𝗋 𝖻𝗎𝗂𝗅𝖽 𝗍𝗂𝗆𝖾𝗌, 𝖥𝗈𝗋𝖽'𝗌 𝗂𝗌 𝖻𝖾𝗍𝗍𝗂𝗇𝗀 𝗈𝗇 𝗏𝖾𝗋𝗍𝗂𝖼𝖺𝗅 𝗂𝗇𝗍𝖾𝗀𝗋𝖺𝗍𝗂𝗈𝗇 𝖺𝗇𝖽 𝗉𝗅𝖺𝗍𝖿𝗈𝗋𝗆-𝖿𝗂𝗋𝗌𝗍 𝗍𝗁𝗂𝗇𝗄𝗂𝗇𝗀.

𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀:
  • 𝖥𝗈𝗋𝖽 𝗉𝗋𝗈𝗏𝗂𝖽𝖾𝖽 𝖺𝗇 𝗂𝗇𝗌𝗂𝖽𝖾 𝗅𝗈𝗈𝗄 𝖺𝗍 𝗍𝗁𝖾 𝖿𝖺𝖼𝗂𝗅𝗂𝗍𝗒 𝖺𝗇𝖽 𝗍𝖾𝖺𝗆𝗌 𝖽𝖾𝗌𝗂𝗀𝗇𝗂𝗇𝗀 𝗍𝗁𝖾 𝖺𝗎𝗍𝗈𝗆𝖺𝗄𝖾𝗋’𝗌 𝖴𝗇𝗂𝗏𝖾𝗋𝗌𝖺𝗅 𝖤𝖵 𝖯𝗅𝖺𝗍𝖿𝗈𝗋𝗆 (𝖴𝖤𝖯) 𝖺𝗇𝖽 𝗆𝗂𝖽-𝗌𝗂𝗓𝖾 𝗉𝗂𝖼𝗄𝗎𝗉 𝗍𝗋𝗎𝖼𝗄 𝖻𝖺𝗌𝖾𝖽 𝗈𝗇 𝗍𝗁𝗂𝗌 𝗆𝗈𝖽𝖾𝗅.

  • 𝖳𝗁𝖾 𝗍𝗈𝗎𝗋 𝗌𝗁𝗈𝗐𝖾𝖽 𝗁𝗈𝗐 𝖥𝗈𝗋𝖽 𝗂𝗌 𝖺𝖽𝗈𝗉𝗍𝗂𝗇𝗀 𝖺 𝗇𝖾𝗐 𝖺𝗉𝗉𝗋𝗈𝖺𝖼𝗁 𝗍𝗈 𝗏𝖾𝗁𝗂𝖼𝗅𝖾 𝖽𝖾𝗏𝖾𝗅𝗈𝗉𝗆𝖾𝗇𝗍, 𝗐𝗂𝗍𝗁 𝖽𝖾𝗉𝖺𝗋𝗍𝗆𝖾𝗇𝗍𝗌 𝖼𝗈-𝗅𝗈𝖼𝖺𝗍𝖾𝖽 𝖺𝗇𝖽 𝖺𝖻𝗅𝖾 𝗍𝗈 𝗋𝖺𝗉𝗂𝖽𝗅𝗒 𝗂𝗍𝖾𝗋𝖺𝗍𝖾 𝗈𝗇 𝖽𝖾𝗌𝗂𝗀𝗇𝗌.

  • 𝖳𝗁𝖾 𝖺𝗎𝗍𝗈𝗆𝖺𝗄𝖾𝗋 𝗂𝗌 𝖺𝗅𝗌𝗈 𝖽𝖾𝗌𝗂𝗀𝗇𝗂𝗇𝗀 𝗆𝗈𝗋𝖾 𝗈𝖿 𝗍𝗁𝖾 𝗁𝖺𝗋𝖽𝗐𝖺𝗋𝖾 𝖺𝗇𝖽 𝗌𝗈𝖿𝗍𝗐𝖺𝗋𝖾 𝗂𝗇 𝗂𝗍𝗌 𝖴𝖤𝖯, 𝗐𝗂𝗍𝗁 𝗍𝖾𝖺𝗆𝗌 𝖿𝗈𝖼𝗎𝗌𝖾𝖽 𝗈𝗇 𝖽𝖾𝗏𝖾𝗅𝗈𝗉𝗂𝗇𝗀 𝗈𝗉𝗍𝗂𝗆𝗂𝗓𝖾𝖽, 𝗆𝗎𝗅𝗍𝗂-𝖿𝗎𝗇𝖼𝗍𝗂𝗈𝗇 𝖼𝗈𝗆𝗉𝗈𝗇𝖾𝗇𝗍𝗌.

𝗠𝗼𝗿𝗲 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗶𝗻 𝗮 𝗱𝗲𝘁𝗮𝗶𝗹𝗲𝗱 𝗽𝗼𝘀𝘁 𝗵𝗲𝗿𝗲:
https://t.co/dvxUww902j

𝗔𝗹𝘀𝗼 𝗥𝗲𝗮𝗱: 𝗙𝗼𝗿𝗱 𝗟𝗼𝗼𝗸𝘀 𝗳𝗼𝗿 𝗠𝗼𝗱𝗲𝗹-𝗧 𝗥𝗲𝗱𝘂𝘅 𝘄𝗶𝘁𝗵 𝗨𝗘𝗩 𝗣𝗹𝗮𝗻:
https://t.co/qWUwKd4cUU

#Ford #ElectricVehicles #EVStrategy #Automotive #EVManufacturing #CounterpointResearch

[Counterpoint Research @CounterPointTR]

𝗪𝗵𝗮𝘁 𝗿𝗲𝗮𝗹𝗹𝘆 𝗽𝗼𝘄𝗲𝗿𝘀 𝘆𝗼𝘂𝗿 𝗲𝘃𝗲𝗿𝘆𝗱𝗮𝘆 𝗱𝗶𝗴𝗶𝘁𝗮𝗹 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲?

𝖨𝗇𝖽𝗂𝖺’𝗌 𝖼𝗈𝗇𝗇𝖾𝖼𝗍𝖾𝖽 𝖼𝗈𝗇𝗌𝗎𝗆𝖾𝗋𝗌 𝖺𝗋𝖾 𝗅𝗈𝗈𝗄𝗂𝗇𝗀 𝖻𝖾𝗒𝗈𝗇𝖽 𝗍𝗁𝖾 𝖽𝖾𝗏𝗂𝖼𝖾 𝖻𝗋𝖺𝗇𝖽 𝗍𝗈 𝗐𝗁𝖺𝗍’𝗌 𝗂𝗇𝗌𝗂𝖽𝖾 𝖺𝗇𝖽 𝗂𝗍’𝗌 𝗋𝖾𝗌𝗁𝖺𝗉𝗂𝗇𝗀 𝗁𝗈𝗐 𝗉𝗎𝗋𝖼𝗁𝖺𝗌𝖾 𝖽𝖾𝖼𝗂𝗌𝗂𝗈𝗇𝗌 𝖺𝗋𝖾 𝗆𝖺𝖽𝖾.

𝖮𝗎𝗋 𝗅𝖺𝗍𝖾𝗌𝗍 𝖢𝗈𝗎𝗇𝗍𝖾𝗋𝗉𝗈𝗂𝗇𝗍 𝖱𝖾𝗌𝖾𝖺𝗋𝖼𝗁 𝗌𝗎𝗋𝗏𝖾𝗒 𝗁𝗂𝗀𝗁𝗅𝗂𝗀𝗁𝗍𝗌 𝗍𝗁𝗂𝗌 𝗌𝗁𝗂𝖿𝗍 𝗍𝗈𝗐𝖺𝗋𝖽 𝗉𝖾𝗋𝖿𝗈𝗋𝗆𝖺𝗇𝖼𝖾 𝖺𝗇𝖽 𝖼𝗁𝗂𝗉𝗌𝖾𝗍-𝗅𝖾𝖽 𝖽𝗂𝖿𝖿𝖾𝗋𝖾𝗇𝗍𝗂𝖺𝗍𝗂𝗈𝗇. 𝖠𝗌 𝖠𝖨, 𝗉𝖾𝗋𝖿𝗈𝗋𝗆𝖺𝗇𝖼𝖾, 𝖺𝗇𝖽 𝗌𝖾𝖺𝗆𝗅𝖾𝗌𝗌 𝖼𝗈𝗇𝗇𝖾𝖼𝗍𝗂𝗏𝗂𝗍𝗒 𝗍𝖺𝗄𝖾 𝖼𝖾𝗇𝗍𝗋𝖾 𝗌𝗍𝖺𝗀𝖾, 𝗍𝗁𝖾 𝖼𝗁𝗂𝗉𝗌𝖾𝗍 𝗂𝗌 𝖻𝖾𝖼𝗈𝗆𝗂𝗇𝗀 𝗍𝗁𝖾 𝖻𝖺𝖼𝗄𝖻𝗈𝗇𝖾 𝗈𝖿 𝗍𝗁𝖾 𝖼𝗈𝗇𝗇𝖾𝖼𝗍𝖾𝖽 𝖾𝖼𝗈𝗌𝗒𝗌𝗍𝖾𝗆.

𝗦𝗼𝗺𝗲 𝗼𝗳 𝘁𝗵𝗲 𝗸𝗲𝘆 𝗳𝗶𝗻𝗱𝗶𝗻𝗴𝘀 𝗳𝗿𝗼𝗺 𝘁𝗵𝗲 𝘀𝘂𝗿𝘃𝗲𝘆 𝗶𝗻𝗰𝗹𝘂𝗱𝗲-
• 𝟪 𝗂𝗇 𝟣𝟢 𝗎𝗌𝖾𝗋𝗌 𝗋𝖺𝗇𝗄 𝖼𝗁𝗂𝗉𝗌𝖾𝗍 𝗉𝖾𝗋𝖿𝗈𝗋𝗆𝖺𝗇𝖼𝖾 𝖺𝗆𝗈𝗇𝗀 𝗍𝗁𝖾 𝗍𝗈𝗉 𝟧 𝖿𝖺𝖼𝗍𝗈𝗋𝗌 𝗐𝗁𝖾𝗇 𝖻𝗎𝗒𝗂𝗇𝗀 𝖼𝗈𝗇𝗇𝖾𝖼𝗍𝖾𝖽 𝖽𝖾𝗏𝗂𝖼𝖾𝗌.

• 𝖢𝗁𝗂𝗉𝗌𝖾𝗍 𝗂𝗆𝗉𝗈𝗋𝗍𝖺𝗇𝖼𝖾 𝗂𝗌 𝗋𝗂𝗌𝗂𝗇𝗀 𝖺𝖼𝗋𝗈𝗌𝗌 𝖽𝖾𝗏𝗂𝖼𝖾𝗌—𝗁𝗂𝗀𝗁𝖾𝗌𝗍 𝗂𝗇 𝗅𝖺𝗉𝗍𝗈𝗉𝗌 (𝟪𝟩%) 𝖺𝗇𝖽 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾𝗌 (𝟪𝟦%), 𝖿𝗈𝗅𝗅𝗈𝗐𝖾𝖽 𝖻𝗒 𝗉𝖺𝗌𝗌𝖾𝗇𝗀𝖾𝗋 𝗏𝖾𝗁𝗂𝖼𝗅𝖾𝗌 (𝟧𝟦%).

• 𝖲𝗇𝖺𝗉𝖽𝗋𝖺𝗀𝗈𝗇 𝗂𝗌 𝗍𝗁𝖾 𝗆𝗈𝗌𝗍 𝗍𝗋𝗎𝗌𝗍𝖾𝖽 𝖼𝗁𝗂𝗉𝗌𝖾𝗍 𝖻𝗋𝖺𝗇𝖽 𝗂𝗇 𝖨𝗇𝖽𝗂𝖺 𝖺𝖼𝗋𝗈𝗌𝗌 𝗉𝗋𝗈𝖽𝗎𝖼𝗍 𝖼𝖺𝗍𝖾𝗀𝗈𝗋𝗂𝖾𝗌 (𝖲𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾𝗌, 𝖠𝗎𝖽𝗂𝗈, 𝖷𝖱, 𝖯𝖺𝗌𝗌𝖾𝗇𝗀𝖾𝗋 𝖵𝖾𝗁𝗂𝖼𝗅𝖾𝗌).

𝗠𝗼𝗿𝗲 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗶𝗻 𝗮 𝗱𝗲𝘁𝗮𝗶𝗹𝗲𝗱 𝗽𝗼𝘀𝘁 𝗵𝗲𝗿𝗲: https://t.co/0GaNTfhbQz

#CounterpointResearch #Snapdragon #Qualcomm #Semiconductors #ConsumerTech $QCOM

[Counterpoint Research @CounterPointTR]

𝗠𝗲𝗲𝘁 𝗖𝗼𝘂𝗻𝘁𝗲𝗿𝗽𝗼𝗶𝗻𝘁 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 𝗮𝘁 𝗖𝗔𝗘𝗩 𝗘𝘅𝗽𝗼 𝟮𝟬𝟮𝟲

𝖢𝗈𝗎𝗇𝗍𝖾𝗋𝗉𝗈𝗂𝗇𝗍 𝖱𝖾𝗌𝖾𝖺𝗋𝖼𝗁 𝗂𝗌 𝖾𝗑𝖼𝗂𝗍𝖾𝖽 𝗍𝗈 𝗉𝖺𝗋𝗍𝗂𝖼𝗂𝗉𝖺𝗍𝖾 𝖺𝗌 𝖱𝖾𝗌𝖾𝖺𝗋𝖼𝗁 𝖲𝗉𝗈𝗇𝗌𝗈𝗋 𝖿𝗈𝗋 𝗍𝗁𝖾 𝖢𝗈𝗇𝗇𝖾𝖼𝗍𝖾𝖽, 𝖠𝗎𝗍𝗈𝗇𝗈𝗆𝗈𝗎𝗌 & 𝖤𝗅𝖾𝖼𝗍𝗋𝗂𝖼 𝖵𝖾𝗁𝗂𝖼𝗅𝖾 𝖤𝖷𝖯𝖮 𝟤𝟢𝟤𝟨. 𝖮𝗎𝗋 𝖾𝗑𝗉𝖾𝗋𝗍 𝖺𝗇𝖺𝗅𝗒𝗌𝗍𝗌 𝗐𝗂𝗅𝗅 𝖻𝖾 𝖺𝗍 𝗍𝗁𝖾 𝖾𝗏𝖾𝗇𝗍 𝗍𝗈 𝖽𝗂𝗌𝖼𝗎𝗌𝗌 𝗍𝗁𝖾 𝗅𝖺𝗍𝖾𝗌𝗍 𝗍𝗋𝖾𝗇𝖽𝗌 𝖺𝗇𝖽 𝗆𝖺𝗋𝗄𝖾𝗍 𝗂𝗇𝗌𝗂𝗀𝗁𝗍𝗌 𝗂𝗇 𝗍𝗁𝖾 𝖺𝗎𝗍𝗈𝗆𝗈𝗍𝗂𝗏𝖾 𝖺𝗇𝖽 𝗆𝗈𝖻𝗂𝗅𝗂𝗍𝗒 𝗌𝖾𝖼𝗍𝗈𝗋𝗌.

𝖮𝗎𝗋 𝖱𝖾𝗌𝖾𝖺𝗋𝖼𝗁 𝖠𝗇𝖺𝗅𝗒𝗌𝗍, 𝖠𝖻𝗁𝗂𝗅𝖺𝗌𝗁 𝖦𝗎𝗉𝗍𝖺 𝗐𝗂𝗅𝗅 𝖻𝖾 𝗌𝗉𝖾𝖺𝗄𝗂𝗇𝗀 𝗈𝗇 𝗍𝗁𝖾 𝗍𝗈𝗉𝗂𝖼: 𝖨𝗇𝖽𝗂𝖺’𝗌 𝖢𝗈𝗇𝗇𝖾𝖼𝗍𝖾𝖽 𝖢𝖺𝗋 𝖬𝖺𝗋𝗄𝖾𝗍: 𝖥𝗋𝗈𝗆 𝖥𝖾𝖺𝗍𝗎𝗋𝖾𝗌 𝗍𝗈 𝖣𝗂𝗀𝗂𝗍𝖺𝗅 𝖤𝗑𝗉𝖾𝗋𝗂𝖾𝗇𝖼𝖾𝗌 𝖺𝗇𝖽 𝗆𝗈𝖽𝖾𝗋𝖺𝗍𝗂𝗇𝗀 𝖺 𝗌𝖾𝗌𝗌𝗂𝗈𝗇 𝖺𝗍 𝗍𝗁𝖾 𝖾𝗏𝖾𝗇𝗍.

𝗘𝘃𝗲𝗻𝘁 𝗗𝗲𝘁𝗮𝗶𝗹𝘀:
  • 𝗗𝗮𝘁𝗲𝘀: 𝗔𝗽𝗿𝗶𝗹 𝟮𝟵-𝟯𝟬, 𝟮𝟬𝟮𝟲

  • 𝗩𝗲𝗻𝘂𝗲: 𝗞𝗧𝗣𝗢 𝗖𝗼𝗻𝘃𝗲𝗻𝘁𝗶𝗼𝗻 𝗖𝗲𝗻𝘁𝗲𝗿, 𝗕𝗮𝗻𝗴𝗮𝗹𝗼𝗿𝗲, 𝗞𝗮𝗿𝗻𝗮𝘁𝗮𝗸𝗮

𝗦𝗰𝗵𝗲𝗱𝘂𝗹𝗲 𝗮 𝗺𝗲𝗲𝘁𝗶𝗻𝗴 𝗵𝗲𝗿𝗲:
https://t.co/QiURdw1Tjk

𝗔𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 𝗚𝗹𝗼𝗯𝗮𝗹 𝗖𝗼𝗻𝗻𝗲𝗰𝘁𝗲𝗱 𝗖𝗮𝗿 𝗠𝗮𝗿𝗸𝗲𝘁 𝗔𝗻𝗮𝗹𝘆𝘀𝗶𝘀 𝗮𝗻𝗱 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗵𝗲𝗿𝗲:
https://t.co/giBVySN2jT

#CAEV2026 #ConnectedCar #Automotive

[Counterpoint Research @CounterPointTR]

𝗚𝗹𝗼𝗯𝗮𝗹 𝗖𝗲𝗹𝗹𝘂𝗹𝗮𝗿 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆 𝗦𝘂𝗻𝘀𝗲𝘁 – 𝗙𝗿𝗼𝗺 𝟮𝗚 𝗮𝗻𝗱 𝟯𝗚 𝗟𝗲𝗴𝗮𝗰𝘆 𝘁𝗼 𝘁𝗵𝗲 𝗥𝗶𝘀𝗲 𝗼𝗳 𝟱𝗚 𝗥𝗲𝗱𝗖𝗮𝗽 𝗮𝗻𝗱 𝗲𝗥𝗲𝗱𝗖𝗮𝗽

𝖳𝗁𝖾 𝗀𝗅𝗈𝖻𝖺𝗅 𝖼𝖾𝗅𝗅𝗎𝗅𝖺𝗋 𝖨𝗈𝖳 𝗅𝖺𝗇𝖽𝗌𝖼𝖺𝗉𝖾 𝗂𝗌 𝗎𝗇𝖽𝖾𝗋𝗀𝗈𝗂𝗇𝗀 𝖺 𝗌𝗍𝗋𝗎𝖼𝗍𝗎𝗋𝖾𝖽, 𝗆𝗎𝗅𝗍𝗂-𝗉𝗁𝖺𝗌𝖾 𝗍𝗋𝖺𝗇𝗌𝗂𝗍𝗂𝗈𝗇 — 𝖿𝗋𝗈𝗆 𝟤𝖦/𝟥𝖦 𝗌𝗎𝗇𝗌𝖾𝗍𝗌 𝖺𝗅𝗋𝖾𝖺𝖽𝗒 𝖼𝗈𝗆𝗉𝗅𝖾𝗍𝖾𝖽 𝗂𝗇 𝗆𝖺𝗋𝗄𝖾𝗍𝗌 𝗅𝗂𝗄𝖾 𝗍𝗁𝖾 𝖴𝖲, 𝖩𝖺𝗉𝖺𝗇, 𝖺𝗇𝖽 𝖠𝗎𝗌𝗍𝗋𝖺𝗅𝗂𝖺, 𝗍𝗈 𝟦𝖦 𝗉𝗁𝖺𝗌𝖾-𝗈𝗎𝗍 𝗉𝗅𝖺𝗇𝗇𝗂𝗇𝗀 𝗊𝗎𝗂𝖾𝗍𝗅𝗒 𝖻𝖾𝗀𝗂𝗇𝗇𝗂𝗇𝗀 𝗂𝗇 𝖠𝗌𝗂𝖺 𝖺𝗇𝖽 𝖭𝗈𝗋𝗍𝗁 𝖠𝗆𝖾𝗋𝗂𝖼𝖺 𝖻𝗒 𝟤𝟢𝟤𝟪. 𝖳𝗁𝖾 𝗋𝖾𝖺𝗅 𝗂𝗇𝖿𝗅𝖾𝖼𝗍𝗂𝗈𝗇 𝗉𝗈𝗂𝗇𝗍 𝖿𝗈𝗋 𝖨𝗈𝖳 𝗏𝖾𝗇𝖽𝗈𝗋𝗌 𝗐𝗈𝗇'𝗍 𝖻𝖾 𝖺 𝖽𝗂𝗋𝖾𝖼𝗍 𝗅𝖾𝖺𝗉 𝗍𝗈 𝟧𝖦, 𝖻𝗎𝗍 𝖺𝗇 𝗂𝗇𝗍𝖾𝗋𝗆𝖾𝖽𝗂𝖺𝗍𝖾 𝗉𝗂𝗏𝗈𝗍 𝗍𝗈 𝟧𝖦 𝖱𝖾𝖽𝖢𝖺𝗉 𝖺𝗇𝖽 𝖾𝖱𝖾𝖽𝖢𝖺𝗉 — 𝗍𝖾𝖼𝗁𝗇𝗈𝗅𝗈𝗀𝗂𝖾𝗌 𝖾𝗑𝗉𝖾𝖼𝗍𝖾𝖽 𝗍𝗈 𝗋𝖾𝖺𝖼𝗁 𝗇𝖾𝖺𝗋-𝗉𝖺𝗋𝗂𝗍𝗒 𝗉𝗋𝗂𝖼𝗂𝗇𝗀 𝗐𝗂𝗍𝗁 𝖢𝖺𝗍-𝟦 𝖻𝗒 𝟤𝟢𝟥𝟤.

𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀:
  • 𝖡𝗒 𝟤𝟢𝟥𝟢, 𝟦𝖦 𝗐𝗂𝗅𝗅 𝖻𝖾 𝗍𝗁𝖾 𝗆𝗈𝗌𝗍 𝖽𝗈𝗆𝗂𝗇𝖺𝗇𝗍 𝖻𝖺𝖼𝗄𝖻𝗈𝗇𝖾 𝖿𝗈𝗋 𝖨𝗈𝖳 𝖽𝖾𝗉𝗅𝗈𝗒𝗆𝖾𝗇𝗍𝗌, 𝗐𝗂𝗍𝗁 𝖢𝖺𝗍-𝟣, 𝖢𝖺𝗍-𝟣 𝖻𝗂𝗌, 𝖺𝗇𝖽 𝖢𝖺𝗍-𝟦 𝖻𝖾𝗂𝗇𝗀 𝗍𝗁𝖾 𝗆𝗈𝗌𝗍 𝗐𝗂𝖽𝖾𝗅𝗒 𝗎𝗌𝖾𝖽 𝗍𝖾𝖼𝗁𝗇𝗈𝗅𝗈𝗀𝗂𝖾𝗌 𝖺𝗆𝗂𝖽 𝖺 𝖽𝖾𝖼𝗅𝗂𝗇𝖾 𝗂𝗇 𝗆𝗈𝖽𝗎𝗅𝖾 𝖠𝖲𝖯𝗌.

  • 𝖧𝗈𝗐𝖾𝗏𝖾𝗋, 𝖾𝖺𝗋𝗅𝗒 𝗌𝗂𝗀𝗇𝗌 𝗈𝖿 𝟦𝖦 𝗌𝗎𝗇𝗌𝖾𝗍 𝖺𝗋𝖾 𝖾𝗆𝖾𝗋𝗀𝗂𝗇𝗀 𝗀𝗅𝗈𝖻𝖺𝗅𝗅𝗒, 𝗐𝗂𝗍𝗁 𝗂𝗇𝗂𝗍𝗂𝖺𝗅 𝗉𝗁𝖺𝗌𝖾-𝗈𝗎𝗍 𝖽𝗂𝗌𝖼𝗎𝗌𝗌𝗂𝗈𝗇𝗌 𝗌𝗍𝖺𝗋𝗍𝗂𝗇𝗀 𝖺𝗋𝗈𝗎𝗇𝖽 𝟤𝟢𝟤𝟪 𝗂𝗇 𝗆𝖺𝗍𝗎𝗋𝖾 𝗆𝖺𝗋𝗄𝖾𝗍𝗌 𝖺𝗇𝖽 𝖾𝗑𝗍𝖾𝗇𝖽𝗂𝗇𝗀 𝗍𝗈 𝗍𝗁𝖾 𝗆𝗂𝖽-𝟤𝟢𝟥𝟢𝗌 𝗂𝗇 𝗍𝗁𝖾 𝖾𝗆𝖾𝗋𝗀𝗂𝗇𝗀 𝗆𝖺𝗋𝗄𝖾𝗍𝗌.

  • 𝟧𝖦 𝖱𝖾𝖽𝖢𝖺𝗉 𝖺𝗇𝖽 𝖾𝖱𝖾𝖽𝖢𝖺𝗉 𝗐𝗂𝗅𝗅 𝖽𝗋𝗂𝗏𝖾 𝗍𝗁𝖾 𝗇𝖾𝗑𝗍 𝗀𝗋𝗈𝗐𝗍𝗁 𝗉𝗁𝖺𝗌𝖾, 𝗐𝗂𝗍𝗁 𝗆𝗈𝖽𝗎𝗅𝖾 𝗉𝗋𝗂𝖼𝖾𝗌 𝖾𝗑𝗉𝖾𝖼𝗍𝖾𝖽 𝗍𝗈 𝖿𝖺𝗅𝗅 𝗍𝗈 𝟦𝖦 𝗅𝖾𝗏𝖾𝗅𝗌, 𝗉𝗈𝗌𝗂𝗍𝗂𝗈𝗇𝗂𝗇𝗀 𝗍𝗁𝖾𝗌𝖾 𝗍𝖾𝖼𝗁𝗇𝗈𝗅𝗈𝗀𝗂𝖾𝗌 𝖺𝗌 𝗌𝖼𝖺𝗅𝖺𝖻𝗅𝖾 𝖺𝗇𝖽 𝖼𝗈𝗌𝗍-𝖾𝖿𝖿𝗂𝖼𝗂𝖾𝗇𝗍 𝗌𝗎𝖼𝖼𝖾𝗌𝗌𝗈𝗋𝗌.

𝗠𝗼𝗿𝗲 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗶𝗻 𝗮 𝗱𝗲𝘁𝗮𝗶𝗹𝗲𝗱 𝗽𝗼𝘀𝘁 𝗵𝗲𝗿𝗲:
https://t.co/RbzLX015eb

𝗔𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 𝗚𝗹𝗼𝗯𝗮𝗹 𝟱𝗚 𝗥𝗲𝗱𝗖𝗮𝗽 𝗜𝗼𝗧 𝗠𝗼𝗱𝘂𝗹𝗲 𝗠𝗮𝗿𝗸𝗲𝘁 𝗜𝗻𝘀𝗶𝗴𝗵𝘁 𝟮𝟬𝟮𝟱 𝗿𝗲𝗽𝗼𝗿𝘁 𝗵𝗲𝗿𝗲:
https://t.co/Bd4ZPubC1B

#𝖢𝖾𝗅𝗅𝗎𝗅𝖺𝗋𝖨𝗈𝖳 #𝟧𝖦𝖱𝖾𝖽𝖢𝖺𝗉 #𝖨𝗈𝖳𝖲𝗍𝗋𝖺𝗍𝖾𝗀𝗒 #𝖭𝖾𝗍𝗐𝗈𝗋𝗄𝖤𝗏𝗈𝗅𝗎𝗍𝗂𝗈𝗇 #𝖢𝗈𝗇𝗇𝖾𝖼𝗍𝖾𝖽𝖣𝖾𝗏𝗂𝖼𝖾𝗌 #𝖨𝗈𝖳

[Counterpoint Research @CounterPointTR]

𝗥𝗼𝗯𝗼𝘁𝗮𝘅𝗶 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝗠𝗮𝗿𝗸𝗲𝘁 𝘁𝗼 𝗛𝗶𝘁 $𝟭𝟲𝟴-𝗯𝗶𝗹𝗹𝗶𝗼𝗻 𝗩𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻 𝗯𝘆 𝟮𝟬𝟯𝟱 𝗮𝘀 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗥𝗲𝗮𝗰𝗵𝗲𝘀 𝗜𝗻𝗳𝗹𝗲𝗰𝘁𝗶𝗼𝗻 𝗣𝗼𝗶𝗻𝘁 𝗟𝗲𝗱 𝗯𝘆 𝗖𝗵𝗶𝗻𝗮, 𝗨𝗦

𝖳𝗁𝖾 𝗋𝗈𝖻𝗈𝗍𝖺𝗑𝗂 𝗆𝖺𝗋𝗄𝖾𝗍 𝗂𝗌 𝗈𝗇 𝗍𝗁𝖾 𝖼𝗎𝗌𝗉 𝗈𝖿 𝖺 𝗆𝖺𝗃𝗈𝗋 𝗂𝗇𝖿𝗅𝖾𝖼𝗍𝗂𝗈𝗇 𝗉𝗈𝗂𝗇𝗍 — 𝗐𝗂𝗍𝗁 𝗀𝗅𝗈𝖻𝖺𝗅 𝖿𝗅𝖾𝖾𝗍 𝗌𝗂𝗓𝖾 𝗉𝗋𝗈𝗃𝖾𝖼𝗍𝖾𝖽 𝗍𝗈 𝗁𝗂𝗍 𝟥.𝟨 𝗆𝗂𝗅𝗅𝗂𝗈𝗇 𝗏𝖾𝗁𝗂𝖼𝗅𝖾𝗌 𝖻𝗒 𝟤𝟢𝟥𝟧 𝖺𝗇𝖽 𝗌𝖾𝗋𝗏𝗂𝖼𝖾 𝗋𝖾𝗏𝖾𝗇𝗎𝖾𝗌 𝗋𝖾𝖺𝖼𝗁𝗂𝗇𝗀 $𝟣𝟨𝟪 𝖻𝗂𝗅𝗅𝗂𝗈𝗇, 𝖺𝖼𝖼𝗈𝗋𝖽𝗂𝗇𝗀 𝗍𝗈 𝖢𝗈𝗎𝗇𝗍𝖾𝗋𝗉𝗈𝗂𝗇𝗍 𝖱𝖾𝗌𝖾𝖺𝗋𝖼𝗁'𝗌 𝗅𝖺𝗍𝖾𝗌𝗍 𝖿𝗈𝗋𝖾𝖼𝖺𝗌𝗍. 𝟤𝟢𝟤𝟨 𝗆𝖺𝗋𝗄𝗌 𝗍𝗁𝖾 𝗌𝗁𝗂𝖿𝗍 𝖿𝗋𝗈𝗆 𝗅𝗈𝖼𝖺𝗅𝗂𝗓𝖾𝖽 𝗉𝗂𝗅𝗈𝗍𝗌 𝗍𝗈 𝗅𝖺𝗋𝗀𝖾-𝗌𝖼𝖺𝗅𝖾 𝖼𝗈𝗆𝗆𝖾𝗋𝖼𝗂𝖺𝗅𝗂𝗓𝖺𝗍𝗂𝗈𝗇, 𝗐𝗂𝗍𝗁 @Waymo, @Tesla, @Baidu_Inc, 𝖶𝖾𝖱𝗂𝖽𝖾, 𝖺𝗇𝖽 𝖯𝗈𝗇𝗒.𝖺𝗂 𝗋𝖺𝖼𝗂𝗇𝗀 𝗍𝗈 𝖽𝗈𝗆𝗂𝗇𝖺𝗍𝖾 𝖺𝖼𝗋𝗈𝗌𝗌 𝖭𝗈𝗋𝗍𝗁 𝖠𝗆𝖾𝗋𝗂𝖼𝖺, 𝖢𝗁𝗂𝗇𝖺, 𝖤𝗎𝗋𝗈𝗉𝖾, 𝖺𝗇𝖽 𝖠𝗌𝗂𝖺. 𝖢𝗁𝗂𝗇𝖺 𝗐𝗂𝗅𝗅 𝗅𝖾𝖺𝖽 𝗂𝗇 𝖿𝗅𝖾𝖾𝗍 𝗏𝗈𝗅𝗎𝗆𝖾 𝖻𝖺𝖼𝗄𝖾𝖽 𝖻𝗒 𝗀𝗈𝗏𝖾𝗋𝗇𝗆𝖾𝗇𝗍 𝗂𝗇𝖿𝗋𝖺𝗌𝗍𝗋𝗎𝖼𝗍𝗎𝗋𝖾 𝖺𝗇𝖽 𝖼𝗈𝗌𝗍 𝖺𝖽𝗏𝖺𝗇𝗍𝖺𝗀𝖾𝗌, 𝗐𝗁𝗂𝗅𝖾 𝗍𝗁𝖾 𝖴𝖲 𝖽𝗋𝗂𝗏𝖾𝗌 𝗍𝖾𝖼𝗁𝗇𝗈𝗅𝗈𝗀𝗂𝖼𝖺𝗅 𝗌𝗈𝗉𝗁𝗂𝗌𝗍𝗂𝖼𝖺𝗍𝗂𝗈𝗇 — 𝗍𝗈𝗀𝖾𝗍𝗁𝖾𝗋 𝗌𝗁𝖺𝗉𝗂𝗇𝗀 𝗍𝗁𝖾 𝖿𝗎𝗍𝗎𝗋𝖾 𝗈𝖿 𝗎𝗋𝖻𝖺𝗇 𝗆𝗈𝖻𝗂𝗅𝗂𝗍𝗒 𝖺𝗇𝖽 𝖼𝗁𝖺𝗅𝗅𝖾𝗇𝗀𝗂𝗇𝗀 𝗍𝗁𝖾 𝗏𝖾𝗋𝗒 𝖼𝗈𝗇𝖼𝖾𝗉𝗍 𝗈𝖿 𝖼𝖺𝗋 𝗈𝗐𝗇𝖾𝗋𝗌𝗁𝗂𝗉.

𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀:
  • 𝖦𝗅𝗈𝖻𝖺𝗅 𝗋𝗈𝖻𝗈𝗍𝖺𝗑𝗂 𝖿𝗅𝖾𝖾𝗍𝗌 𝖺𝗋𝖾 𝗉𝗋𝗈𝗃𝖾𝖼𝗍𝖾𝖽 𝗍𝗈 𝗀𝗋𝗈𝗐 𝗍𝗈 𝟥.𝟨 𝗆𝗂𝗅𝗅𝗂𝗈𝗇 𝖻𝗒 𝟤𝟢𝟥𝟧, 𝗐𝗂𝗍𝗁 𝗍𝗁𝖾 𝗆𝖺𝗃𝗈𝗋 𝗉𝗎𝗌𝗁 𝖿𝗋𝗈𝗆 𝗍𝗁𝖾 𝖴𝖲 𝖺𝗇𝖽 𝖢𝗁𝗂𝗇𝖺.

  • 𝖪𝖾𝗒 𝖼𝗂𝗍𝗂𝖾𝗌 𝗂𝗇 𝖤𝗎𝗋𝗈𝗉𝖾 𝖺𝗇𝖽 𝗍𝗁𝖾 𝗋𝖾𝗌𝗍 𝗈𝖿 𝗍𝗁𝖾 𝗐𝗈𝗋𝗅𝖽 𝗐𝗂𝗅𝗅 𝗉𝗋𝗈𝗏𝗂𝖽𝖾 𝗌𝗂𝗀𝗇𝗂𝖿𝗂𝖼𝖺𝗇𝗍 𝗂𝗇𝖼𝗋𝖾𝗆𝖾𝗇𝗍𝖺𝗅 𝗏𝗈𝗅𝗎𝗆𝖾𝗌.

  • 𝖴𝖲-𝖻𝖺𝗌𝖾𝖽 𝖶𝖺𝗒𝗆𝗈 𝖺𝗇𝖽 𝖳𝖾𝗌𝗅𝖺, 𝖺𝗇𝖽 𝖢𝗁𝗂𝗇𝖺’𝗌 𝖡𝖺𝗂𝖽𝗎 𝖠𝗉𝗈𝗅𝗅𝗈 𝖦𝗈, 𝖶𝖾𝖱𝗂𝖽𝖾 𝖺𝗇𝖽 𝖯𝗈𝗇𝗒.𝖺𝗂 𝖺𝗋𝖾 𝗉𝗈𝗂𝗌𝖾𝖽 𝗍𝗈 𝖻𝖾 𝖿𝗋𝗈𝗇𝗍𝗋𝗎𝗇𝗇𝖾𝗋𝗌, 𝗌𝗎𝗉𝗉𝗈𝗋𝗍𝖾𝖽 𝖻𝗒 𝗌𝗍𝗋𝗈𝗇𝗀 𝗍𝖾𝖼𝗁, 𝖿𝗎𝗇𝖽𝗂𝗇𝗀, 𝖺𝗇𝖽 𝖺𝗀𝗀𝗋𝖾𝗌𝗌𝗂𝗏𝖾 𝗋𝗈𝗅𝗅𝗈𝗎𝗍 𝗌𝗍𝗋𝖺𝗍𝖾𝗀𝗂𝖾𝗌, 𝖻𝗎𝗂𝗅𝖽𝗂𝗇𝗀 𝗈𝗇 𝗍𝗁𝖾𝗂𝗋 𝖾𝖺𝗋𝗅𝗒 𝗆𝗈𝗏𝖾𝗋 𝖺𝖽𝗏𝖺𝗇𝗍𝖺𝗀𝖾.

𝗠𝗼𝗿𝗲 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗶𝗻 𝗮 𝗱𝗲𝘁𝗮𝗶𝗹𝗲𝗱 𝗽𝗼𝘀𝘁 𝗵𝗲𝗿𝗲:
https://t.co/0Abt6gjFdl

𝗔𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 𝗚𝗹𝗼𝗯𝗮𝗹 𝗥𝗼𝗯𝗼𝘁𝗮𝘅𝗶 𝗩𝗲𝗵𝗶𝗰𝗹𝗲 𝗦𝗮𝗹𝗲𝘀 𝗮𝗻𝗱 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝗠𝗮𝗿𝗸𝗲𝘁 𝗙𝗼𝗿𝗲𝗰𝗮𝘀𝘁 𝗵𝗲𝗿𝗲:
https://t.co/1S3MXWooJe

𝗪𝗮𝘁𝗰𝗵 𝗼𝘂𝗿 𝗪𝗮𝘆𝗺𝗼 𝗥𝗼𝗯𝗼𝘁𝗮𝘅𝘆 𝗥𝗶𝗱𝗲 𝗙𝗶𝗿𝘀𝘁 𝗜𝗺𝗽𝗿𝗲𝘀𝘀𝗶𝗼𝗻𝘀 𝗵𝗲𝗿𝗲:
https://t.co/ClVIhieCG9

#Robotaxi #SelfDriving #Waymo #Tesla  #AutonomousDriving #TechNews @Uber @zoox

[Counterpoint Research @CounterPointTR]

𝗚𝗹𝗼𝗯𝗮𝗹 𝗔𝗗𝗔𝗦 𝗣𝗲𝗻𝗲𝘁𝗿𝗮𝘁𝗶𝗼𝗻 𝘁𝗼 𝗥𝗲𝗮𝗰𝗵 𝟵𝟰% 𝗯𝘆 𝟮𝟬𝟯𝟱, 𝗗𝗿𝗶𝘃𝗲𝗻 𝗯𝘆 𝗟𝗲𝘃𝗲𝗹 𝟮+ 𝗔𝗱𝗼𝗽𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝗦𝗲𝗹𝗲𝗰𝘁 𝗟𝗲𝘃𝗲𝗹 𝟯 𝗘𝘅𝗽𝗮𝗻𝘀𝗶𝗼𝗻 𝗶𝗻 𝗨𝗦, 𝗖𝗵𝗶𝗻𝗮

𝖠𝖣𝖠𝖲 𝖺𝗇𝖽 𝖺𝗎𝗍𝗈𝗇𝗈𝗆𝗈𝗎𝗌 𝗏𝖾𝗁𝗂𝖼𝗅𝖾 𝗉𝖾𝗇𝖾𝗍𝗋𝖺𝗍𝗂𝗈𝗇 𝗂𝗌 𝗌𝖾𝗍 𝗍𝗈 𝗌𝗎𝗋𝗀𝖾 𝖿𝗋𝗈𝗆 𝟨𝟨% 𝗍𝗈 𝟫𝟦% 𝗀𝗅𝗈𝖻𝖺𝗅𝗅𝗒 𝖻𝗒 𝟤𝟢𝟥𝟧, 𝖻𝗎𝗍 𝗍𝗁𝖾 𝗋𝗈𝖺𝖽 𝗍𝗈 𝖿𝗎𝗅𝗅 𝖺𝗎𝗍𝗈𝗇𝗈𝗆𝗒 𝗂𝗌 𝖺𝗇𝗒𝗍𝗁𝗂𝗇𝗀 𝖻𝗎𝗍 𝗌𝗍𝗋𝖺𝗂𝗀𝗁𝗍. 𝖬𝗈𝗌𝗍 𝗆𝖺𝗃𝗈𝗋 𝖮𝖤𝖬𝗌 — 𝗂𝗇𝖼𝗅𝗎𝖽𝗂𝗇𝗀
@MercedesBenz, @BMW, @Stellantis, @Honda — 𝖺𝗋𝖾 𝖽𝗈𝗎𝖻𝗅𝗂𝗇𝗀 𝖽𝗈𝗐𝗇 𝗈𝗇 𝗌𝖼𝖺𝗅𝖺𝖻𝗅𝖾 𝖫𝖾𝗏𝖾𝗅 𝟤+ 𝗌𝗒𝗌𝗍𝖾𝗆𝗌 𝗈𝗏𝖾𝗋 𝖼𝗈𝗌𝗍𝗅𝗒 𝖫𝖾𝗏𝖾𝗅 𝟥 "𝖾𝗒𝖾𝗌-𝗈𝖿𝖿" 𝗍𝖾𝖼𝗁. 𝖬𝖾𝖺𝗇𝗐𝗁𝗂𝗅𝖾, 𝗋𝗈𝖻𝗈𝗍𝖺𝗑𝗂𝗌 𝖿𝗋𝗈𝗆 𝗉𝗅𝖺𝗒𝖾𝗋𝗌 𝗅𝗂𝗄𝖾
@Waymo, @Tesla, @Baidu_Inc 𝖺𝗋𝖾 𝗌𝖾𝗍 𝗍𝗈 𝗅𝖾𝖺𝖽 𝗍𝗁𝖾 𝖿𝗂𝗋𝗌𝗍 𝗐𝖺𝗏𝖾 𝗈𝖿 𝖫𝖾𝗏𝖾𝗅 𝟦 𝖽𝖾𝗉𝗅𝗈𝗒𝗆𝖾𝗇𝗍 𝖻𝗒 𝟤𝟢𝟥𝟢, 𝗉𝖺𝗏𝗂𝗇𝗀 𝗍𝗁𝖾 𝗐𝖺𝗒 𝖿𝗈𝗋 𝖻𝗋𝗈𝖺𝖽𝖾𝗋 𝗆𝖺𝗌𝗌-𝗆𝖺𝗋𝗄𝖾𝗍 𝖺𝖽𝗈𝗉𝗍𝗂𝗈𝗇 𝗍𝗈𝗐𝖺𝗋𝖽 𝟤𝟢𝟥𝟧.

𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀:
  • 𝖠𝗎𝗍𝗈𝗆𝖺𝗄𝖾𝗋𝗌 𝖺𝗋𝖾 𝗌𝗁𝗂𝖿𝗍𝗂𝗇𝗀 𝖿𝗈𝖼𝗎𝗌 𝖿𝗋𝗈𝗆 𝖫𝖾𝗏𝖾𝗅 𝟥 𝖺𝗎𝗍𝗈𝗇𝗈𝗆𝗒 𝗍𝗈 𝗌𝖼𝖺𝗅𝖺𝖻𝗅𝖾, 𝖼𝗈𝗌𝗍-𝖾𝖿𝖿𝗂𝖼𝗂𝖾𝗇𝗍 𝖫𝖾𝗏𝖾𝗅 𝟤+ 𝗌𝗒𝗌𝗍𝖾𝗆𝗌 𝗍𝗁𝖺𝗍 𝖻𝖺𝗅𝖺𝗇𝖼𝖾 𝖿𝗎𝗇𝖼𝗍𝗂𝗈𝗇𝖺𝗅𝗂𝗍𝗒, 𝖺𝖿𝖿𝗈𝗋𝖽𝖺𝖻𝗂𝗅𝗂𝗍𝗒 𝖺𝗇𝖽 𝗋𝖾𝖺𝗅-𝗐𝗈𝗋𝗅𝖽 𝖽𝖾𝗉𝗅𝗈𝗒𝗆𝖾𝗇𝗍.

  • 𝖫𝖾𝗏𝖾𝗅 𝟥 𝖺𝗎𝗍𝗈𝗇𝗈𝗆𝗒 𝗂𝗌 𝗋𝖾𝗀𝖺𝗂𝗇𝗂𝗇𝗀 𝗆𝗈𝗆𝖾𝗇𝗍𝗎𝗆 𝗂𝗇 𝗆𝖺𝗋𝗄𝖾𝗍𝗌 𝗅𝗂𝗄𝖾 𝗍𝗁𝖾 𝖴𝗇𝗂𝗍𝖾𝖽 𝖲𝗍𝖺𝗍𝖾𝗌 𝖺𝗇𝖽 𝖢𝗁𝗂𝗇𝖺, 𝗐𝗁𝖾𝗋𝖾 𝗋𝖾𝗀𝗎𝗅𝖺𝗍𝗈𝗋𝗒 𝗌𝗎𝗉𝗉𝗈𝗋𝗍 𝖺𝗇𝖽 𝗎𝗌𝖾-𝖼𝖺𝗌𝖾 𝖺𝗅𝗂𝗀𝗇𝗆𝖾𝗇𝗍 𝖺𝗋𝖾 𝗌𝗍𝗋𝗈𝗇𝗀𝖾𝗋.

  • 𝖱𝗈𝖻𝗈𝗍𝖺𝗑𝗂𝗌 𝗐𝗂𝗅𝗅 𝖽𝗋𝗂𝗏𝖾 𝗍𝗁𝖾 𝖿𝗂𝗋𝗌𝗍 𝗐𝖺𝗏𝖾 𝗈𝖿 𝖫𝖾𝗏𝖾𝗅 𝟦 𝖺𝖽𝗈𝗉𝗍𝗂𝗈𝗇 𝗎𝗉 𝗍𝗈 𝟤𝟢𝟥𝟢, 𝖿𝗈𝗅𝗅𝗈𝗐𝖾𝖽 𝖻𝗒 𝗉𝖾𝗋𝗌𝗈𝗇𝖺𝗅 𝗏𝖾𝗁𝗂𝖼𝗅𝖾 𝖫𝖾𝗏𝖾𝗅 𝟦 𝖺𝗌 𝖼𝗈𝗌𝗍𝗌 𝖿𝖺𝗅𝗅 𝖺𝗇𝖽 𝗋𝖾𝗀𝗎𝗅𝖺𝗍𝗂𝗈𝗇𝗌 𝖺𝖽𝖺𝗉𝗍.

𝗠𝗼𝗿𝗲 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗶𝗻 𝗮 𝗱𝗲𝘁𝗮𝗶𝗹𝗲𝗱 𝗽𝗼𝘀𝘁 𝗵𝗲𝗿𝗲:
https://t.co/O9fUNM7Jq5

𝗔𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 𝗚𝗹𝗼𝗯𝗮𝗹 𝗔𝗗𝗔𝗦 𝗮𝗻𝗱 𝗔𝘂𝘁𝗼𝗻𝗼𝗺𝗼𝘂𝘀 𝗣𝗮𝘀𝘀𝗲𝗻𝗴𝗲𝗿 𝗩𝗲𝗵𝗶𝗰𝗹𝗲 𝗦𝗮𝗹𝗲𝘀 𝗙𝗼𝗿𝗲𝗰𝗮𝘀𝘁, 𝟮𝟬𝟮𝟱 𝗵𝗲𝗿𝗲:
https://t.co/1heFr6eiTk

#ADAS #AutonomousVehicles #SelfDriving #Robotaxi #EVs #ConnectedVehicles @Toyota, @VW, @GeelyAutoGlobal, @Hyundai, @BYDCompany

[Counterpoint Research @CounterPointTR]

𝗝𝘂𝘀𝘁 𝗣𝘂𝗯𝗹𝗶𝘀𝗵𝗲𝗱: 𝗛𝗕𝗠 𝗗𝗲𝗺𝗮𝗻𝗱 𝗳𝗼𝗿 𝗔𝗜 𝗦𝗲𝗿𝘃𝗲𝗿 𝗖𝗼𝗺𝗽𝘂𝘁𝗲 𝗔𝗦𝗜𝗖𝘀 𝘁𝗼 𝗚𝗿𝗼𝘄 𝟯𝟱𝘅 𝗯𝘆 𝟮𝟬𝟮𝟴

𝖣𝖾𝗆𝖺𝗇𝖽 𝖿𝗈𝗋 𝖧𝗂𝗀𝗁 𝖡𝖺𝗇𝖽𝗐𝗂𝖽𝗍𝗁 𝖬𝖾𝗆𝗈𝗋𝗒 (𝖧𝖡𝖬) 𝗂𝗇 𝖠𝖨 𝗌𝖾𝗋𝗏𝖾𝗋 𝖼𝗈𝗆𝗉𝗎𝗍𝖾 𝖠𝖲𝖨𝖢𝗌 𝗂𝗌 𝗌𝖾𝗍 𝗍𝗈 𝗌𝗎𝗋𝗀𝖾 𝖽𝗋𝖺𝗆𝖺𝗍𝗂𝖼𝖺𝗅𝗅𝗒. 𝖠𝗌 𝗉𝖾𝗋 Counterpoint Research’s 𝗅𝖺𝗍𝖾𝗌𝗍 𝖧𝖯𝖢 𝖺𝗇𝖺𝗅𝗒𝗌𝗂𝗌 𝗉𝗋𝗈𝗃𝖾𝖼𝗍𝗌 𝖧𝖡𝖬 𝖻𝗂𝗍 𝖽𝖾𝗆𝖺𝗇𝖽 𝖿𝗈𝗋 𝖠𝖨 𝖺𝖼𝖼𝖾𝗅𝖾𝗋𝖺𝗍𝗈𝗋𝗌 𝗍𝗈 𝗀𝗋𝗈𝗐 𝟥𝟧𝗑 𝖻𝖾𝗍𝗐𝖾𝖾𝗇 𝟤𝟢𝟤𝟦 𝖺𝗇𝖽 𝟤𝟢𝟤𝟪. 𝖳𝗁𝗂𝗌 𝖾𝗑𝗉𝖺𝗇𝗌𝗂𝗈𝗇 𝗂𝗌 𝖻𝖾𝗂𝗇𝗀 𝖽𝗋𝗂𝗏𝖾𝗇 𝖻𝗒 𝗁𝗒𝗉𝖾𝗋𝗌𝖼𝖺𝗅𝖾𝗋𝗌 𝗌𝖼𝖺𝗅𝗂𝗇𝗀 𝗍𝗁𝖾𝗂𝗋 𝖼𝗎𝗌𝗍𝗈𝗆 𝗌𝗂𝗅𝗂𝖼𝗈𝗇 𝖾𝖼𝗈𝗌𝗒𝗌𝗍𝖾𝗆𝗌, 𝗂𝗇𝖼𝗅𝗎𝖽𝗂𝗇𝗀 @Google 𝖳𝖯𝖴 𝗂𝗇𝖿𝗋𝖺𝗌𝗍𝗋𝗎𝖼𝗍𝗎𝗋𝖾 𝖿𝗈𝗋 @GeminiApp, @awscloud 𝖳𝗋𝖺𝗂𝗇𝗂𝗎𝗆 𝖽𝖾𝗉𝗅𝗈𝗒𝗆𝖾𝗇𝗍𝗌, 𝖺𝗇𝖽 𝗍𝗁𝖾 𝗋𝖺𝗆𝗉 𝗈𝖿 @Meta 𝖬𝖳𝖨𝖠 𝖺𝗇𝖽 @Microsoft 𝖬𝖺𝗂𝖺.

𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀:
• 𝖳𝗁𝖾 𝟥𝟧𝗑 𝖧𝖡𝖬 𝖽𝖾𝗆𝖺𝗇𝖽 𝗌𝗎𝗋𝗀𝖾 𝖻𝖾𝗍𝗐𝖾𝖾𝗇 𝟤𝟢𝟤𝟦 𝖺𝗇𝖽 𝟤𝟢𝟤𝟪 𝗐𝗂𝗅𝗅 𝖻𝖾 𝖽𝗋𝗂𝗏𝖾𝗇 𝖻𝗒 𝖺𝗀𝗀𝗋𝖾𝗌𝗌𝗂𝗏𝖾 𝖼𝗎𝗌𝗍𝗈𝗆 𝗌𝗂𝗅𝗂𝖼𝗈𝗇 𝗌𝖼𝖺𝗅𝗂𝗇𝗀 𝗅𝖾𝖽 𝗉𝗋𝗂𝗆𝖺𝗋𝗂𝗅𝗒 𝖻𝗒 Google's 𝗎𝗉𝗐𝖺𝗋𝖽𝗅𝗒 𝗋𝖾𝗏𝗂𝗌𝖾𝖽 𝖳𝖯𝖴 𝗋𝗈𝖺𝖽𝗆𝖺𝗉.

• 𝖮𝗍𝗁𝖾𝗋 𝖠𝖨 𝗁𝗒𝗉𝖾𝗋𝗌𝖼𝖺𝗅𝖾𝗋𝗌 𝖺𝗋𝖾 𝖺𝗅𝗌𝗈 𝗅𝗈𝗈𝗄𝗂𝗇𝗀 𝗍𝗈 𝗌𝖼𝖺𝗅𝖾 𝗐𝗂𝗍𝗁 𝖺 𝗁𝖾𝗍𝖾𝗋𝗈𝗀𝖾𝗇𝖾𝗈𝗎𝗌 𝖼𝗈𝗆𝗉𝗎𝗍𝖾 𝗂𝗇𝖿𝗋𝖺𝗌𝗍𝗋𝗎𝖼𝗍𝗎𝗋𝖾.

• 𝖥𝗋𝗈𝗆 𝗀𝗋𝗈𝗐𝗂𝗇𝗀 𝗍𝗋𝖺𝗂𝗇𝗂𝗇𝗀 𝗍𝗈 𝗂𝗇𝖿𝖾𝗋𝖾𝗇𝖼𝖾 𝖽𝖾𝗆𝖺𝗇𝖽, 𝗐𝖾 𝖾𝗑𝗉𝖾𝖼𝗍 𝖺𝗏𝖾𝗋𝖺𝗀𝖾 𝗉𝖾𝗋-𝖼𝗁𝗂𝗉 𝖧𝖡𝖬 𝖽𝖾𝗇𝗌𝗂𝗍𝗒 𝗉𝖾𝗋 𝖠𝖲𝖨𝖢 𝗍𝗈 𝗌𝗎𝗋𝗀𝖾 𝖺𝗅𝗆𝗈𝗌𝗍 𝟧𝗑 𝖻𝗒 𝟤𝟢𝟤𝟪.

• 𝖧𝖡𝖬𝟥𝖤 𝗍𝗈 𝖼𝖺𝗉𝗍𝗎𝗋𝖾 𝟧𝟨% 𝗈𝖿 𝗍𝗁𝖾 𝗍𝗈𝗍𝖺𝗅 𝖠𝖲𝖨𝖢 𝖧𝖡𝖬 𝖽𝖾𝗆𝖺𝗇𝖽 𝗆𝗂𝗑 𝖻𝗒 𝟤𝟢𝟤𝟪: 𝖳𝗁𝖺𝗇𝗄𝗌 𝗍𝗈 𝗌𝗍𝖺𝖻𝗂𝗅𝗂𝗓𝖾𝖽 𝗌𝗎𝗉𝗉𝗅𝗒 𝖺𝗇𝖽 𝖺𝗇 𝗈𝗉𝗍𝗂𝗆𝖺𝗅 𝖻𝖺𝗅𝖺𝗇𝖼𝖾 𝗈𝖿 𝖼𝗈𝗌𝗍 𝖺𝗇𝖽 𝗉𝖾𝗋𝖿𝗈𝗋𝗆𝖺𝗇𝖼𝖾, 𝖧𝖡𝖬𝟥𝖤 𝗐𝗂𝗅𝗅 𝖻𝖾𝖼𝗈𝗆𝖾 𝗍𝗁𝖾 𝖽𝖾𝖿𝗂𝗇𝗂𝗍𝗂𝗏𝖾 𝗂𝗇𝖽𝗎𝗌𝗍𝗋𝗒 𝗌𝗍𝖺𝗇𝖽𝖺𝗋𝖽 𝖿𝗈𝗋 𝖠𝖨 𝗁𝗒𝗉𝖾𝗋𝗌𝖼𝖺𝗅𝖾𝗋𝗌’ 𝖼𝗎𝗌𝗍𝗈𝗆 𝖠𝖨 𝗌𝖾𝗋𝗏𝖾𝗋 𝖼𝗈𝗆𝗉𝗎𝗍𝖾 𝖼𝗁𝗂𝗉𝗌.

𝗠𝗼𝗿𝗲 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗶𝗻 𝗮 𝗱𝗲𝘁𝗮𝗶𝗹𝗲𝗱 𝗽𝗼𝘀𝘁 𝗵𝗲𝗿𝗲:
https://t.co/QmsHIWBY16

𝗔𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 𝗗𝗮𝘁𝗮 𝗖𝗲𝗻𝘁𝗲𝗿 𝗔𝗜 𝗦𝗲𝗿𝘃𝗲𝗿 𝗖𝗼𝗺𝗽𝘂𝘁𝗲 𝗔𝗦𝗜𝗖𝘀 𝗦𝗵𝗶𝗽𝗺𝗲𝗻𝘁 𝗙𝗼𝗿𝗲𝗰𝗮𝘀𝘁 𝗮𝗻𝗱 𝗧𝗿𝗮𝗰𝗸𝗲𝗿 𝗵𝗲𝗿𝗲:
https://t.co/AeghhDL95A

#AI #ASIC #Hyperscalers #Google #Amazon, #HBM #AIServer, #TPU, @amazon, @OpenAI, @Meta, @MicrosoftAI, @intel, @MicronTech, @SKhynix, @Samsung

[Abhilash Gupta, PhD @akgupta_10]

Full prices out today with and without #BaaS
Good pricing by @Maruti_Corp @NexaExperience

[Abhilash Gupta, PhD @akgupta_10]

Maruti Suzuki’s first mass‑market EV is here. e‑Vitara starts at ₹10.99 lakh under a Battery‑as‑a‑Service model, low entry price, but the real EV cost shifts to a ₹3.99/km “battery EMI”.

For low‑mileage, first‑time EV buyers, this is smart: smaller upfront cheque, familiar #Maruti + #NEXA network, and up to 543 km claimed range on higher variants. For high‑mileage users who plan to hold the car long and drive a lot, per‑km battery rental could end up feeling more like fuel spend than EV upside.

Net‑net: interesting financial engineering, strong product, but the verdict will depend on how Indians drive, not just how much they pay at the showroom.

#MarutiSuzuki #EVitara #ElectricSUV #BatteryAsAService #EV #IndiaAuto #NEXA #EVPricing #BatteryEconomics

[Abhilash Gupta, PhD @akgupta_10]

@volklub Salespeople often push whatever stock is lying at the dealership, so you should not let extra features or discounts distract you from the right mechanical configuration for your actual usage.

[Abhilash Gupta, PhD @akgupta_10]

Totally agree that ₹3.99/km looks shocking at first glance @Maruti_Corp

But two small nuances:
- #eVitara at ₹10.99 lakh has no fixed monthly minimum on the battery (as per current info), so a low/irregular‑running owner pays only when they drive, not a compulsory “battery rent” every month.
-Windsor’s BaaS is cheaper at ₹3.5/km but forces you to pay for at least 1,500 km every month, whether you drive or not, that’s ₹5,250 locked‑in battery spend.

So, for high‑mileage, value‑conscious users, your logic holds: a well‑priced diesel or a Nexon/Punch EV with battery included can still look saner. While e‑Vitara looks more flexible on commitment and brings Maruti’s network into the same #BaaS conversation.

[Abhilash Gupta, PhD @akgupta_10]

To support EV adoption, @Maruti_Corp has introduced a charging ecosystem under its 'e for me' initiative. The company has set up more than 2,000 exclusive charging points across its sales and service network in over 1,100 cities. It has also partnered with 13 charge point operators. By 2030, the company plans to facilitate access to more than 1 lakh public charging points.