1. Automotive – an industry in disruption?
Peter Carlsson
April 2016

2. Ericsson & Sony Ericsson
Biografi
Luleå Technical
University
KAMI AB
Ericsson & Sony Ericsson
NXP
Tesla
AmplifyOps

3. Megatrends in the auto industry
Copyright 2011 Tesla Motors, Inc. Proprietary and Confidential , disclosed under NDA

4. The Auto Paradigms
Today Tomorrow Core competence Mechanics Electronics /Software In-house development Combustion eng Electrical Powertrain / Autonomous logic Chassi construction Steel Aluminum & composites Core manufacturing Engine factories Battery & electrical drive unit Service Regular per mile Remote diagnostics & seldom Product value Depreciate per mile Improves by software updates

5. ADAS infrastructure
Copyright 2011 Tesla Motors, Inc. Proprietary and Confidential , disclosed under NDA

6. Connectivity
Entertainment
Active traffic information
Service management
Vehicle enhancements
ADAS
Security

7. Old and the new world

8. Timeline Tesla Motors Founded Roadster Prototype Roadster Production
Tesla turned 10 years old in In just 10 years we were able to build a strong foundation of intellectual property while iterating and developing new products at a speed vastly faster than the traditional automotive industry.
Tesla Motors
Founded
Roadster
Prototype
Roadster
Production
Model S
Launch
Supercharger
Launch
Model X
Launch
Model 3
Launch
2003
2006
2008
2012
2013
2015
2017

9. Auto industry – global capacity14
500,000 Vehicles
Global cell supply growing, but almost entirely in Asia
GWh/Year Production
Teslas
production 2014
35,000 Vehicles
Source: IIT Takeshita 2013
There will be a need of 150 Gigafactories when the Auto industry transition!

10. Thanks!