Driving vehicles are no longer ashes, and it’s only Tesla (TSLA) or Google (Goog) Waymo on which investors should have their eyes.
“You need semiconductors, you need sensors, then the final piece of jigsaw is a software,” said the Bank of America. “All these components allow autonomous vehicles to become a commercial reality.”
The solid evaluates the autonomous driving market by $ 2040 for $ 1.2 trillion. Investors are looking out of great names, can be considered sensors and semiconductor companies. America’s best options in the sensors that help autonomous vehicles to “see” aptiv (aptv), Denso (Dnzy), Robosens (NTXVF).
Selects for semiconductors that Power Anv ‘brain’ out of Ai Juggernaut Nvidia (NVDA). Other basic names include QUALCOMM (QCOM), Infineon (IFNNNF), NXP semester (NXPI) and STMICRO (STM).
Many companies boast lead leads to the Great League partnership or industry. Nexter’s largest US customer is GENERAL MOTORS (GM), while Hesse leads the global automotive Lidar market with more than 30% share, followed by Robosense (24%).
Mercedes-Benz (MBG.DE) recently gathered with Hesai to include its Lidar Sensors in its smart driving vehicles, indicating one of the first hath of Chinese technology. For Hez, other remarkable victories include design contracts for drivers advanced systems on a large wall (Gwlly), Zeekr (ZK) and Geelyf).
NVIDIA, QUALCOMM AND INFINEON are at front of AI and 5G, and Horizon Robotics (HRZRF) rapidly grows rapidly in China. The advanced company’s advanced driver and advanced assistance systems are used in 290 models of 42 brands, including all 10 best Chinese cars.
However, these names are valued with significantly lower prices-earned multiple-earned multiple autonomous driver name, Tesla, which trades on 163x. Robotaxi Another probable player, Uber (Uber), trade 34x. On average, the above-mentioned Bofa sensor chooses 33x, and semiconductor names trade 34x.
Remains the main discussions of autonomous driving issues. Cars can rely solely on cameras and AI, like Tesla, or use a hybrid approach with Lidar and Radar, as seen with Waymo.
Can record George Head George Stionicas says that multiple sensor technology has long-term potential. In contrast, Tesla Founder Elon Musk has claimed less sensors, and smart cameras can exceed a person’s eye by reducing the system’s complexity. He went as far as the Lidar technology called “lame”.