For example, the growing popularity of EVs has also increased demand for high-performing semiconductors like silicon carbide (SiC) and gallium nitride (GaN), which can handle high-power applications more efficiently than traditional silicon chips — useful for increasing the driving range of EVs. Bosch, one of the leading automotive parts suppliers globally, recently doubled down on the silicon carbide space by acquiring TSI Semiconductors and announcing plans to invest $1.5B in upgrading one of its facilities to produce SiC semiconductors.

This trend towards efficient and high-performing semiconductors in the EV industry is likely to continue as automakers seek ways to improve vehicle performance and range.

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The post What Bosch’s $1.5B bet on silicon carbide semiconductors says about where the automotive market is heading appeared first on CB Insights Research.

But soaring costs and regulatory uncertainty have prevented these companies from fully commercializing their solutions, even with consolidation in the space. Former market leader Argo AI even shut down in October, despite billion-dollar investments from Ford and Volkswagen.

Most recently, GM’s Cruise reported disappointing numbers, losing $561M in Q1’23 on $30M in revenue. The results fuel growing concerns around the viability of robotaxis.

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The post Is Cruise’s lackluster performance a warning sign for the robotaxi industry? appeared first on CB Insights Research.

Smart grids, which rely on new technologies like smart meters and distributed energy resources to optimize energy flows and utility operations, are designed to be more resilient, efficient, and secure than traditional electrical grids. They allow utilities to better monitor and manage electricity flows, detect outages, and respond to restore power.

They are also a key part of transitioning toward a low-carbon economy, helping move away from fossil fuels while still providing reliable electricity services to households and businesses around the world.

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The post 70+ early-stage companies powering the smart grid appeared first on CB Insights Research.

The tech is already delivering time and cost savings in a range of business functions, from R&D to product design. For instance, generative AI could reduce design timelines by up to 90% for infrastructure projects and slash raw material use by upwards of 95% in industrial design. 

Industrials incumbents are moving quickly to take advantage. Hyundai, for instance, has used Autodesk’s generative design software to figure out how to efficiently make parts for new vehicle modalities. IBM, meanwhile, is using generative AI to identify and test computer chip materials. 

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The company’s nuclear power plants make up approximately 60% of its power generation portfolio. Through strategic partnerships with companies like Westinghouse Electric and General Electric, Exelon is using data analytics to improve efficiency at nuclear facilities and other power plants.

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The post Analyzing Exelon’s growth strategy: How the energy provider is creating the grid of the future appeared first on CB Insights Research.

Thanks to these new technologies, carbon emissions from the electric power sector in the US have fallen by almost a third in the past decade or so. This occurred despite a similar amount of electricity generation and no increase in the inflation-adjusted real price of electricity.

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The post Prioritizing 10 technologies helping utility companies transform the power grid appeared first on CB Insights Research.

However, the company’s recent rebrand from Total to TotalEnergies reflects a change in strategy to include more sustainable business segments. As part of the transition, the company is focused on vehicle electrification (both the infrastructure and charging solutions to optimize the flow of energy) as well as EV battery tech. 

<span data-sheets-value='{"1":2,"2":"<div class="cbi-cta-shortcode-wrapper"><div class="cbi-cta-shortcode-content"></div><div class="cbi-cta-shortcode-forms" ><div class="cta has-desktop"><div class="cta-desktop center-copy "><h4>Get the free unbundling tesla report</h4>
<p>Download the 18-page report to see how startups are disrupting the EV battery tech industry.</p>
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The post What is TotalEnergies doing in EV tech? appeared first on CB Insights Research.

However, as the shift toward autonomous and electric vehicles accelerates, automotive suppliers like Bosch are ramping up their investment in next-generation automotive technologies — such as advanced electronics and semiconductors — as well as establishing more collaborative relationships with other manufacturers.

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The post Analyzing Bosch’s automotive strategy: How the tier 1 supplier is paving the way for vehicles of the future appeared first on CB Insights Research.

These trends are generating a glut of used EV batteries that contain critical raw materials and still hold an average of 80% of their charge capacity.

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The post What are Honda and Nissan doing in battery recycling tech? appeared first on CB Insights Research.

Automakers are shifting away from traditional technologies like internal combustion engines and moving toward a future of autonomous vehicles, electrification, and increased connectivity.

This transformation also extends beyond the vehicle and into the factory, where automation and robotics play an increasing role in the assembly line.

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The post Analyzing Toyota’s growth strategy: How the auto giant is building the vehicle of the future appeared first on CB Insights Research.

The old power grid was centered around large, centralized, fossil fuel-based power plants located away from population centers as well as the use of transmission and distribution lines to connect power generators with power consumers.

Renewable energy sources like solar and wind are now challenging the fossil fuel-based nature of conventional power generation, while new distributed energy resources (DERs) like rooftop solar panels are shifting power stations to a more decentralized model. While these changes make the power grid more sustainable, new digitization and automation tech is required to bring these devices onto the grid in a way that is cost-competitive with conventional fossil fuel power generation.

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The post 146 companies helping utility companies digitize and automate operations appeared first on CB Insights Research.

At the time, Tesla was delivering around 50,000 vehicles a year. That year, the company broke ground on its battery Gigafactory production site in Nevada. That site would churn out enough batteries to power 500,000 Teslas per year. And more sites like this were needed, Musk claimed.

It’s clear that Musk’s vision panned out, with the company on track to deliver more than 1M vehicles this year alone. This foresight allowed Tesla to become a dominant leader in the EV battery tech space. But as EV adoption becomes more mainstream, startups — with backing from legacy auto OEMs, among other players — have popped up to compete with Tesla on battery tech.

Auto incumbents like Ford, General Motors, and Volkswagen have staked the success of their electrification roadmaps on these startups — from battery materials startups aiming to disrupt Tesla’s lithium-ion battery tech, to grid software companies that provide new EV charging solutions like vehicle-to-grid tech, to battery recycling companies that could transform the battery production process.

In this report, we look at how tech companies are unbundling Tesla and the broader EV battery tech business, broken out by battery materials, battery management systems, and battery lifecycle.

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Google, Amazon, Microsoft, and Apple are leveraging their software development and cloud computing capabilities to support automakers as they increase connectivity, improve sustainability, and tackle the autonomous driving challenge.

With big tech companies looking to expand the reach of their cloud services and gain market share in the vehicle space, expect the auto and mobility space to remain a strategic focus for years to come.

Download the report to find out:

• The competitive advantages of different tech giants in auto & mobility
• Where big tech is competing in auto & mobility
• How big tech is impacting the future of auto & mobility

Report Highlights:

• Big tech companies are leveraging their strengths in software development, AI, and cloud computing to reshape the future of auto & mobility. Google, Amazon, Microsoft, and Apple’s automotive investments have centered on the in-vehicle experience, autonomous driving, vehicle electrification, and connected vehicle infrastructure since 2015.
• Big tech is doubling down on connected, autonomous vehicle technology. Since 2017, Google, Amazon, Microsoft, and Apple have collectively acquired or invested in 13 companies in autonomous driving tech and 4 companies in connected vehicles tech, which amounts to over 40% of the automotive investment activity.

The post The Big Tech in Auto & Mobility Report: How Google, Amazon, Microsoft, and Apple are changing the automotive industry appeared first on CB Insights Research.

As it looks to adapt to the changing logistics landscape — which is recovering from pandemic-related supply chain shortages and facing increased demand for faster, cheaper shipping — Ryder is spearheading advances in supply chain & logistics tech.

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The post Analyzing Ryder’s growth strategy: How the transportation giant is becoming a leader in supply chain & logistics tech appeared first on CB Insights Research.

• • Virtual fleets that provide on-demand vehicle-sharing services to eliminate the cost of owning a fleet
  • Electric roads to recharge electric vehicles (EVs) as they drive, allowing fleets to operate more sustainably
  • Digital twins for fleet management to enable better decision-making and scenario management
  • Fully autonomous fleets that sidestep driver shortages while also improving fleet efficiency and road safety
  • In-vehicle payment platforms to improve efficiency by automating payments associated with charging, services, and maintenance

Below, we dive into these technologies: how they work, who has an edge, and how they’re shaping the future of the fleet.

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The post The Future of the Fleet: How technology is making transporting freight more efficient and sustainable appeared first on CB Insights Research.

But demand rebounded faster than expected. As automakers resumed orders, they were moved to the end of the line in favor of more profitable semiconductor customers. Automakers were not receiving enough semiconductors to meet production capabilities and consumer demand. This resulted in vehicle shortages, costing the auto industry $210B in 2021.

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The post What are Ford, GM, and Stellantis doing in semiconductor tech? appeared first on CB Insights Research.

For instance, Enel has become a leader in the EV charging market by partnering with other utility companies as well as automotive OEMs to improve and expand its EV charging network. In addition, the company has acquired and partnered with fintech companies to make the EV charging payment process more seamless.

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The post Analyzing Enel’s growth strategy: How the energy provider is shaping the clean energy transition appeared first on CB Insights Research.

Though the company has traditionally focused on the grid & power generation sectors, it is increasingly tackling other markets as more sectors embrace digitization and automation.

For example, the company has quickly grown its presence in the manufacturing and auto sectors this year through partnerships and acquisitions. Schneider Electric partnered with Intel in June to expand its industrial internet-of-things (IIoT) tech in manufacturing, and that same month acquired EV Connect to access the startup’s EV charging and fleet management technologies.

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The post Analyzing Schneider Electric’s growth strategy: How the energy management giant is doubling down on digitization & automation appeared first on CB Insights Research.

Autonomous trucking providers are developing self-driving systems for long-haul trucking applications to fully automate the movement of freight on highways and major roadways. Because highway driving is relatively repetitive and predictable, it can be easier to automate than driving in complex urban environments.

Some companies are working on fully autonomous driving solutions (Level 4+), while others are focused on Level 2 or 3 advanced driver systems that still require a driver to be in the vehicle.

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The post Market Trend Report: Autonomous Trucking for Retailers appeared first on CB Insights Research.

But an increasing number of governments and companies expect EVs to reach mass adoption within the next decade. For example, the UK will ban the sale of new gas and diesel cars starting in 2035, while China has set a goal for EVs to make up 25% of all vehicle sales within 5 years.

A growing number of early-stage software and computer hardware startups are looking to capitalize on this shift. These companies’ areas of focus range from predictive analytics for batteries and charging tech, to operating systems for charging infrastructure, to software that streamlines fleet operations.

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The post 60 early-stage companies accelerating electric vehicle adoption appeared first on CB Insights Research.

The company is not only committed to decarbonizing the transportation industry with battery-electric vehicles, it’s also looking to disrupt the traditional automotive business model. Tesla launched the first D2C automotive retail model, reshaping the car-buying experience for consumers and setting it apart from automotive OEMs that sell through franchised dealerships. 

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The post Analyzing Tesla’s growth strategy: How the EV leader is driving the future of sustainable energy and transportation appeared first on CB Insights Research.

P&C insurance leaders are shifting more of their R&D budgets toward transformational innovation, focusing on novel technologies that can improve the efficiency and efficacy of underwriting processes.

Using CB Insights data, we examined tech markets across underwriting data solutions for P&C insurers and ranked them across two metrics — market momentum and industry leader activity — to help companies decide whether to monitor, vet, or prioritize these technologies.

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The post Why P&C insurers are prioritizing auto telematics appeared first on CB Insights Research.

Like its global peers Shell and BP, TotalEnergies is putting a new business strategy into action to achieve carbon neutrality by 2050. The French major’s plan includes increasing its renewable energy capacities, reducing emissions, and boosting its number of EV charging points.

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The post Analyzing TotalEnergies’ growth strategy: How the energy giant is transitioning away from fossil fuels appeared first on CB Insights Research.

The company has seen substantial runway, despite an automotive supply chain crisis and a rising crop of new competitors building electric vehicles.

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The post Analyzing Ford’s growth strategy: How the automaker is preparing for the future of transportation appeared first on CB Insights Research.