Se lf-Driving the New Auto Industry Pa r-adigm; November 2013. Add the hundreds of billions of hours people spend annually driving and riding in cars instead of engaging in other, potentially more productive (or stimulating) activity, and automotive transportation as practical utility and time-consuming necessity seems ripe for a redesigned consumer experience and relationship. See how you can continue your career journey at Morgan Stanley. Our culture of access and inclusion has built our legacy and shapes our future, helping to strengthen our business and bring value to clients. Morgan Stanley Investment Management's Counterpoint Global shares their proprietary views on a big idea that has the potential to trigger far-reaching consequences ideas such as autonomous vehicles, artificial intelligence, robotics and bioengineering. Autonomous vehicles could change not only the way we move from point A to point B, but also how we live our lives. Morgan Stanley leadership is dedicated to conducting first-class business in a first-class way. Accelerating tech advances and investment could create a $1.5 trillion market by 2040. Apple's potential autonomous car is called the ultimate EV bear case by Morgan Stanley Nov. 19, 2021 7:50 AM ET Apple Inc. (AAPL) , TSLA , APTV , BWA GM , AN , CAR , RACE , CVNA , QS , FSR , LCID . Autonomous vehicles use a suite of sensors, actuators and a central computer to perceive the environment and automate the driving process, thereby enabling the vehicles to drive themselves without human involvement. These considerations, coupled with large amounts of capital infusion, should accelerate the adoption of autonomous, electrified urban air mobility. Morgan Stanley is differentiated by the caliber of our diverse team. portfolio liquidity) of events. See how you can continue your career journey at Morgan Stanley. How this transition plays out will have significant impact on component suppliers, semiconductor manufacturers, commodities, chemical producers and players in capital goods. Its parent company is seemingly happy with the progress it's making; GM expects to spend $2 billion on the autonomous vehicle subsidiary in 2022. Military drones have been around for years, and electrified, autonomous vertical takeoff and landing vehicles (VTOLs) are gaining traction. Flying cars could initially gain market share from cars on the road, planes and public transportation. We lead with exceptional ideas, prioritize diversity and inclusion and find meaningful ways to give backall to contribute to a future that benefits our clients and communities. Stay abreast of the latest trends and developments. Terms of Use. Get the latest insights, analyses and market trends in our newsletter, podcasts and videos. It is the responsibility of every person reading this material to fully observe the laws of any relevant country, including obtaining any governmental or other consent which may be required or observing any other formality which needs to be observed in that country. At Morgan Stanley, we focus the expertise of the entire firmour advice, data, strategies and insightson creating solutions for our clients, large and small. Trucks is one of the top venture-capital firms in the autonomous-vehicle industry. Companies in this space could benefit significantly from higher consumer adoption of electric vehicles. A more bullish forecast places the market at $2.9 trillion. Counterpoint Global consists of 56 people, including 32 investors, four disruptive change researchers, two consilient researchers and two sustainability researchers. We deliver active investment strategies across public and private markets and custom solutions to institutional and individual investors. During a brief appearance at a Morgan Stanley conference today, CEO Elon Musk briefly commented that the vehicles to be built on Tesla's next-gen platform will operate "almost entirely in. For 87 years, weve had a passion for whats possible. Whether its hardware, software or age-old businesses, everything today is ripe for disruption. Before joining Zoox, Rege was an executive at Nvidia, where he oversaw the development of the company's automated-driving platform and drone technology. "And as long as these vehicles are human-driven, logistical inefficiencies will persist. JPMorgan Chase is acquiring all the deposits and 'substantially all of the assets' of regional . Plus, moreIdeas. Without control over powertrain, and with greater supplier content than ever before, it could be much harder for the major automakers to maintain their competitive position, branding, and pricing power. Whether its hardware, software or age-old businesses, everything today is ripe for disruption. Privacy & Cookies Hear their stories and learn about how they are redefining the terms of success. portfolio liquidity) of events. Motional A joint venture between Aptiv and. Apple has about one-third of this market. Attracted by the promise of lower costs and stronger security for a range of transactions, financial institutions are testing Blockchain's potential. Illiquid securitiesmay be more difficult to sell and value than public traded securities (liquidity risk). The potential for flying vehicles comes from their ability to solve vexing problems for companies and consumers. All rights reserved. Limitations remain, primarily related to batteries and propulsion technology. The market could likely begin as an ultra-niche add-on to existing transportation infrastructure, similar to how helicopters operate today. The global presence that Morgan Stanley maintains is key to our clients' success, giving us keen insight across regions and markets, and allowing us to make a difference around the world. Your Privacy Choices It is difficult to predict the timing, duration, and potential adverse effects (e.g. Meet one of our Financial Advisors and see how we can help you. Morgan Stanley is differentiated by the caliber of our diverse team. As a global financial services firm, Morgan Stanley is committed to technological innovation. Beyond the production of the cars themselves, several other factors will affect their take, including cultural views surrounding private car ownership, the legal implications of driverless cars and the level, if any, of government support. Morgan Stanley Distribution, Inc. They could later transform into a cost-effective, time-efficient method of traveling short to medium distances, eventually taking share from car and airline companies.. As a global financial services firm, Morgan Stanley is committed to technological innovation. While many charging points will be private or residentialabout 1.8 million of the existing 2 million charge points worldwide now arequestions remain about the number of faster public charging stations required, who will provide and maintain them and which customers will be permitted to use them. Whether its hardware, software or age-old businesses, everything today is ripe for disruption. All rights reserved. Derivative instrumentsmay disproportionately increase losses and have a significant impact on performance. "Compared to the other regions globally, we assume slower miles-traveled growth and lower shared-mobility penetration in Europe," says Morgan Stanley analyst Harald Hendrikse. In its base case, these opportunities point to a total addressable market of $1.5 trillion by 2040. Get the latest insights, analyses and market trends in our newsletter, podcasts and videos. Underpinning all that we do are five core values. We have global expertise in market analysis and in advisory and capital-raising services for corporations, institutions and governments. According to PitchBook, it's tied with three VC firms for the highest number of investments in autonomous-vehicle companies with 18. Meet one of our Financial Advisors and see how we can help you. Morgan Stanley thinks time spent in cars will jump by 25% by 2030 and these stocks will benefit. Its not surprising that so many firms are directing significant strategic efforts and investment toward delivering and monetizing content and data opportunities. Slow dealmaking. We help people, businesses and institutions build, preserve and manage wealth so they can pursue their financial goals. In the auto supply chain, BEVs could drive new opportunities for suppliers since newer products typically have higher prices and higher margins. Brett Browning leads the development of Argo AI's automated-driving technology. For further details, please see our Terms of Use. Privacy & Cookies Counterpoint Globals culture fosters collaboration, creativity, continued development, and differentiated thinking. Hayon is leading the company's work on self-driving technology with an approach the company calls "true redundancy." See how we can help you work toward your goalseven as they evolve over years or generations. Our board of directors and senior executives hold the belief that capital can and should benefit all of society. Stay abreast of the latest trends and developments. We rely on our technologists around the world to create leading-edge, secure platforms for all our businesses. We have the experience and agility to partner with clients from individual investors to global CEOs. The market for private auto ownership is likely headed for disruption. A Morgan Stanley team of analysts, including noted Apple analyst Katy Huberty, estimates that by 2040 the time humans spend inside cars will reach 1.2 trillion hours a year, up from 600. Published Mon, Jan 17 20226:22 AM EST. The impact of flying cars would only be limited by imagination. From volatility and geopolitics to economic trends and investment outlooks, stay informed on the key developments shaping today's markets. (Bloomberg) -- Stock market investors holding on to hopes that the Federal Reserve will cut rates in the second half could be . Hear their stories and learn about how they are redefining the terms of success. will be well-positioned for long-term growth. How to pay for such charging also remains an open question, now that free charging seems to have gone by the wayside. In general,equities securitiesvalues also fluctuate in response to activities specific to a company. "He's probably looked at more AV companies than anybody anywhere," Brennan said. From our origins as a small Wall Street partnership to becoming a global firm of more than 80,000 employees today, Morgan Stanley has been committed to clients and communities for 87 years. Macro and thematic insights shaping the global investment landscape. We lead with exceptional ideas, prioritize diversity and inclusion and find meaningful ways to give backall to contribute to a future that benefits our clients and communities. Prior to 2026, Morgan Stanley predicts our cars will be able to be driven autonomously, but the driver will need to remain attentive in the case of an emergency, as the infrastructure for autonomous cars will not be fully developed. IT hardware-software and Internet and media companies can get fairly creative about how passengers end up passing their time riding in autonomous cars. Past performance does not guarantee future results. For Morgan StanleyResearchon the future of battery powered vehicles, ask your Morgan Stanley representative orFinancial Advisorfor the full report, On the Charge, (Aug. 31, 2017). It is not addressed to any other person and may not be used by them for any purpose whatsoever. Portfolios are subject to, Prior to making any investment decision, investors should carefully review the strategys relevant offering document. Plus, moreIdeas. The firm cites how cars are only utilized 4 percent of the time and more than 600 billion hours . From a list of more than 40 people, Insider selected those who appear to be having the greatest influence on their companies and the industry as a whole. The path from here involves many hundreds of billions of dollars of capital investment across the sector stack including autos, commodities, cap goods and the supporting infrastructure.. At Morgan Stanley, giving back is a core valuea central part of our culture globally. Find a Financial Advisor, Branch and Private Wealth Advisor near you. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals. Discover who we are and the right opportunity for you. Tell us about yourself. Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals. Portfolios are subject to, Prior to making any investment decision, investors should carefully review the strategys relevant offering document. Finally, mass adoption of BEVs will also require a more robust charging infrastructure which could present opportunities for utilities and capital goods. For the complete content and important disclosures, refer to the articles PDF. This material is for the benefit of persons whom the Firm reasonably believes it is permitted to communicate to and should not be forwarded to any other person without the consent of the Firm. We value our commitment to diverse perspectives and a culture of inclusion across the firm. Morgan Stanley shared its favorite 30 autonomous driving stock picks in a note to clients Thursday. Subscriptions Currently, they control much of the value of the car by designing and producing the major structures, powertrain, major systems and, of course, branding and distribution. Our firm's commitment to sustainability informs our operations, governance, risk management, diversity efforts, philanthropy and research. We provide comprehensive workplace financial solutions for organizations and their employees, combining personalized advice with modern technology. Learn from our industry leaders about how to manage your wealth and help meet your personal financial goals. As a global financial services firm, Morgan Stanley is committed to technological innovation. Counterpoint Global consists of 56 people, including 32 investors, four disruptive change researchers, two consilient researchers and two sustainability researchers. We live that commitment through long-lasting partnerships, community-based delivery and engaging our best assetMorgan Stanley employees. 1 The Relative Frequency of Unsafe Driving Acts (Background), National Highway Traffic Safety Administration, August 15, 2017. Puneeth Meruva is the firm's "first filter" in deciding which companies to invest in, Trucks general partner Reilly Brennan told Insider. In general,equities securitiesvalues also fluctuate in response to activities specific to a company. Check the background of Our Firm and Investment Professionals on FINRA's Broker/Check. Stay abreast of the latest trends and developments. Our culture of access and inclusion has built our legacy and shapes our future, helping to strengthen our business and bring value to clients. The global presence that Morgan Stanley maintains is key to our clients' success, giving us keen insight across regions and markets, and allowing us to make a difference around the world. For the complete content and important disclosures, refer to the, View All 1GT: Climate Investing Reinvented. It expresses no views as to the suitability of the investments described herein to the individual circumstances of any recipient or otherwise. We offer scalable investment products, foster innovative solutions and provide actionable insights across sustainability issues. 5 Sustainable Investing Trends for Companies and Investors, 7 Investment Ideas That Could Drive Markets in 2023, Yes, You Can Be a Tech Innovator at Morgan Stanley. Not only is technology speeding in that direction, but, according to Morgan Stanleys recent Blue Paper report, "Global Investment Implications of Auto 2.0," the global auto market is ripe for major disruption. Learn from our industry leaders about how to manage your wealth and help meet your personal financial goals. Counterpoint Globals culture fosters collaboration, creativity, continued development, and differentiated thinking. Information does not address financial objectives, situation or specific needs of individual investors. Portfolios are subject tomarket risk, which is the possibility that the market values of securities owned by the Portfolio will decline and that the value of Portfolio shares may therefore be less than what you paid for them. Legal issues and likely objections to autonomous technology from auto workers and dealers are also discouraging, but not enough to halt development, Jonas says. One of the Morgan Stanley's report clearly estimates that replacing traditional automobiles with autonomous cars in the United States alone could contribute . The intersection of many technologies, such as ultra-efficient batteries, autonomous systems, and advanced manufacturing processes are spawning a flurry of activity in this space," says Adam Jonas, Head of Morgan Stanley's Global Auto and Shared Mobility research team. To identify the unheralded stars, we surveyed analysts, venture capitalists, industry experts, and autonomous-vehicle companies to nominate essential employees who aren't CEOs. See how you can continue your career journey at Morgan Stanley. Hardware makers could soon embed chips in their devices that replace SIM cards, a small change with significant implications for the mobile value chain. For automakers, BEVs are a game changer. As Tesla's senior director of artificial intelligence, Karpathy oversees Autopilot's neural networks, which allow the system to learn to make better decisions by studying videos and images captured by Tesla vehicles. Urban Air Mobility Global Total Addressable Market (Base Case). We live that commitment through long-lasting partnerships, community-based delivery and engaging our best assetMorgan Stanley employees. Ideas across disciplines uncover novel insights for sharper decision-making. After an exceptional year for mergers and acquisitions in 2018, Morgan Stanley bankers expect the market to stay strong, albeit with some shifting dynamics. Yet, its worth considering: Passengers in autonomous vehicles wont just be consuming media, entertainment and next-gen broadband connectivitythey will likely also be eating and drinking, without having to worry about safety. 2023Morgan Stanley. The coming of autonomous vehicles could change our conception of personal transportation. At Morgan Stanley, we put our beliefs to work. A monthly publication featuring the Global Multi-Asset Teams latest views on the economic and market environment and how best to position portfolios. From our startup lab to our cutting-edge research, we broaden access to capital for diverse entrepreneurs and spotlight their success.
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