AUTOMOTIVE RESEARCH BY AD PUNCTUM
This section provides an idea of our written style and shows the breadth of topics our in-depth research covers. These are all (printable) presentation materials, rather than blog posts.
Car making as we know it today will be around for a good while longer -- especially in parts of the world that cannot afford or sustain new high technology infrastructure. That doesn’t mean that the business will stay the same however...
FEBRUARY 2017: An in-depth report into possible Brexit outcomes.
Note: The analysis relies on 2015 and 2016 data. Whilst not the latest available information, the conclusions of the report remain the same.
MARCH 2017: Analysis of the savings the combined business will be able to make, in part a fact check of PSA's own claims.
Note: Since publishing, PSA have made announcements that contradict our conclusions on plant closures. Our analysis remains as an alternative scenario.
SEPTEMBER 2017: Although diesel sales are in decline, by taking a light-hearted look at web search data, we wonder if the "demonisation" of diesel is really getting through to consumers in the way some commentators suggest.
OCTOBER 2017: We believe that Model S and X volumes will only grow slightly and Model 3 will sell around 200,000 units per year -- not insignificant, but well short of expectations.
Only time will tell if we are right or wildly wrong...
Driverless cars.. whether you love or hate the idea, understanding the technology is a must.
OCTOBER 2017: A write-up of the key takeaways from the Auto AI (Artificial Intelligence) conference in Berlin chaired by Thomas Ridge. In addition to covering the presentation materials and panel discussions, there is also analysis of the polling responses from event attendees.
OCTOBER 2017: The technology is so new that pretty much any self-driving demonstration is awesome. This report is to help you stay objective; covering key differentiators and how to spot fakes. Be excited by the hype, but don't believe it all...
NOVEMBER 2017: Our analysis of the impact of sensor performance on the maximum safe speeds of autonomous vehicles. Although sensors will likely improve in future, it may well not be until past 2025 that they perform well enough for cars to move more quickly.
On-demand mobility (smart mobility to some) is a new take on an age-old service. Although taking a taxi is nothing new -- licensed carriages in London have existed for centuries -- the idea that the service could be so cheap that it is accessible to all is.
FEBRUARY 2017: Companies are trying to do much. Although the allure of vertical integration is great, it rarely works out. This analysis explains: how the value stream will change versus today;why OEMs can't do everything they are currently trying and; what OEMs can learn from other sectors.
MARCH 2017: This report analyses how the strategy challenges of on-demand mobility are different to current OEM core business, what to look at to assess the robustness of an OEM's approach and what it means if the answers are unsatisfactory.