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Transportation as a service (TaaS) a look ahead Author: Junping Yang Company: QYResearch Date：2017/5/26
QYResearch published a report “Transportation as a service (TaaS) in Global and China Market, 20172022”. This report shows some different view about the cars and robots.
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Yang, the analyst of this report, described three major transitions involving self-driving cars and said that "It's a wonderful time to be a robotics." Yang predicts an inevitable shift to EVs, a change in the ownership concept to transportation services, and dramatic changes in manufacturing and jobs in what used to be the auto industry and will soon be the transportation services industry. Yang attributes the shift in thought from gradually adding more self-driving features until it becomes time to remove the pedals and steering wheel - the stated posture of most of the auto industry - to using deep learning and simulation training to be able to directly go to self-driving cars - the position taken by Google, Ford, and many of the new startups - as a particularly important contribution made by Google.
The traditional transportation model, where a person owns and drives his or her own car, is in flux. The shift to Transportation as a Service (TaaS) radically changes ownership from individual owners to fleet owners and negates the need for so much space devoted to parking and repair facilities.
Yang lays out a timeframe for these transformations: fully autonomous cars begin hitting the road within 5 years and become widely accepted within 20 years. PriceWaterhouseCoopers confirms those forecasts and projects nearly 20% of auto industry revenues and 36% of profits will shift from auto sales to services by 2030.
Yet The New York Times just did a story about how China is ramping up their auto industry to become competitive so that they can begin exporting their cars as well as domestically outsell the international automakers producing and selling their cars in China. Is this a big bubble waiting to burst?
Autonomous driving will certainly encounter speed bumps and take longer to implement than many may predict. Regulatory issues seem the most important potential holdups and have to be resolved before any real momentum can begin. Right now states regulate drivers while the federal government regulates
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manufacturers. How is that going to change? And how quickly? What other unforeseen delays can we expect?
And meanwhile, SoftBank just invested $5 billion in Didi Chuxing, China's biggest ride-sharing service. Last year Uber sold their China business to Didi resolving (by giving up) all the legal and antitrust investigations it was undergoing in China.
This article was first released by QYResearch analyst, if reproduced, please indicate the source. Media Contact: press@qyresearch.com Analyst : yangjunping@qyresearch.com
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