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...
Brexit & The UK Car Industry
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.
PSA's Takeover of Opel
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.
Automotive M&A: Lessons From History
JUNE 2017: We thought it would be interesting (and fun) to look at Automotive OEM M&A history -- and the implications for who might be next in line for a deal.
Consumer Attitudes To Diesel
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.
Tesla's Volume Outlook
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...
User Experience: What People Want
JUNE 2018: The results of a consumer insight survey we ran asking new car owners their opinions on the function and design of their in-car infotainment.
Driverless cars.. whether you love or hate the idea, understanding the technology is a must.
Auto AI Chairman's Notes
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.
Talent Spotting: Driverless Cars
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...
Safety: The Limitations of Driverless Vehicles
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.
Strategic Choices: On-Demand Mobility
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.
Talking The Talk or Walking The Walk?
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.
On-Demand Mobility from First Principles
MAY 2017: A ground-up assessment of the driverless on-demand mobility market and analysis of the key factors driving supply and demand.
On-Demand Mobility from First Principles (Abridged)
MAY 2017: A ground-up assessment of the driverless on-demand mobility market and analysis of the key factors driving supply and demand.