EQUITYRESEARCH14October20227:49PMJST_AutonomousVehiclesTheRoadAhead:NewprotpoolemergingTheautomobileindustryisonthecuspofamajorinflectionpointwithvehiclesthatareincreasinglyconnectedandsoftware-dened,includingelectricandautonomousvehicles.BuildingonourrecentAutomotiveSoftwarereport,wedelveintothebroadershiftintheautoindustryprotpool.Ifautomakerscansuccessfullymonetizethenewvalueprovidedbythesecars,theyshouldbeabletodeliverprotsbeyondthereachoftheirpriorbusinessmodels.WeforecasttheprotpoolfortheautomobileindustrywillexpandbyUS$90bnfromUS$315bnin2020toUS$405bnin2030.However,thisisalsolikelytointensifycompetitionascompaniesoutsidetheindustryenterth...
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