2 Table of Contents CONTENTSNExTT framework 3 NECESSARYMobility-as-a-Service 5Electric vehicles 9Telematics 13Advanced driver assistance 16Industrial robotics 19Industrial sensors 22 EXPERIMENTALAuto e-commerce 24Simulation 27Wearables 29Vehicle-to-everything technology 32Blockchain verifcation 35Driver monitoring 37Flying robotaxis 39 THREATENINGLidar 41Flexible assembly lines 44Online aftermarket parts 47Fully autonomous vehicles 49HD mapping 51 TRANSITORY3D printing 54Next generation infotainment 56Digital dealerships 58 33 Emerging trends inautoandmobility R&D and design Material supply, parts sourcing, and vehicleassembly Distribution, marketing & sales Aftermarket services and vehicle useIN DU ST RYA DO PT IO N MARKET STRENGTHHighLow Hi gh Lo w TRANSITORY EXPERIMENTALTHREATENING NECESSARY Digitaldealership Lidar Telematics HD mapping Radar& cameras Electric vehicles Mobility-as-a-s erviceIndustrial sensors Flexibleassembly lines Flying robotaxis 3Dprinting Onlineaftermarket parts Simulation Vehicle-to-everyt hing tech Blockchainverification Advanced driverassistance Next geninfotainment Drivermonitoring NExTTFramework Industrialrobots AutoecommerceWearables Fully autonomousvehicles3 Emerging trends inautoandmobility R&D and design Material supply, parts sourcing, and vehicleassemblyDistribution, marketing & sales Aftermarket services and vehicle useIN DU ST RYA DO PT IO N MARKET STRENGTHHighLow Hi gh Lo w TRANSITORY EXPERIMENTALTHREATENING NECESSARY Digital dealership Lidar Telematics HD mapping Radar& cameras Electric vehicles Mobility-as-a-serviceIndustrialsensors Flexible assembly lines Flyingrobotaxis 3D printing Online aftermarket parts Simulation Vehicle-to-everything tech Blockchain verification Advanced driverassistance Next gen infotainment Drivermonitoring NExTTFramework Industrial robots Auto ecommerceWearables Fully autonomous vehicles Auto & Mobility Trends in 2019 NExTT FRAMEWORK 4 1 TRANSITORY EXPERIMENTALTHREATENING NECESSARY IN D U ST RYA D O P TI O N MARKET STRENGTHHighLow H ig h Lo w Digitaldealership On-boarddiagnostics Industrial internet ofthings (IIoT) AV sensors &sensor fusion HDmapping Lithium-ionbatteries Automobilesecurity TelematicsVehicle connectivity AI processorchips & software On-demandaccess Industrialcomputervision Flexibleassemblylines Vehiclelightweighting Onlineaftermarketparts Virtualshowrooms Decentralizedproduction Predictivemaintenance Wearables andexoskeletons Flying robotaxis Alternativepowertraintechnology Vehicle-to-everythingtech Car vendingmachines Blockchainverification Advanced driverassistance Next geninfotainment Mobilemarketing AdditivemanufacturingUsage-basedinsurance Drivermonitoring R&D and design Material supply, partssourcing, and vehicle assembly Distribution, marketing & sales Aftermarketservices and vehicle use TitleofNExTTFramework TRANSITORY Trends seeing adoption butwhere there is uncertainty about market opportunity. As Transitory trends becomemore broadly understood,they may reveal additionalopportunities and markets. NECESSARY Trends which are seeing wide- spread industry and customerimplementation / adoption andwhere market and applicationsare understood. For these trends, incumbentsshould have a clear, articulatedstrategy and initiatives. EXPERIMENTAL Conceptual or early-stage trends with few functional products and which have notseen widespread adoption. Experimental trends are alreadyspurring early media interestand proof-of-concepts. THREATENING Large addressable marketforecasts and notableinvestment activity. The trend has been embracedby early adopters and may be on the precipice of gainingwidespread industry or customer adoption. NExTT Trends The NExTT framework’s 2 dimensions: INDUSTRY ADOPTION (y-axis)Signals include: momentum of startupsin the space media attention customer adoption (partnerships, customerlicensing deals) market sizingforecasts quality and number of investors & capital investmentsin R&D earnings transcriptcommentary competitiveintensity incumbentdeal making MARKET STRENGTH (x-axis)Signals include: 。。。。。。