Can’t build a car? This is how you can take advantage of the mobility craze.
Investors;

This is an easy sell for early-stage investing. Short timelines and fast growth are on the horizon. Plus points for the businesses that develop partnerships with OEMs early in the design phase and have team members that understand the car manufacturing product timeline. Electrical hardware manufacturers that offer not just parts but architecture solutions will also be a great bet.

Industry;

Over-the-air software updates have been put into fashion by none other than Tesla and will have great implications on how vehicles needs to be designed. Car makers will now have to “future-proof” cars in order to meet very likely competitive demands of ACES features. A balance is needed between ensuring cost savings by maintaining as many carry-over designs into future cars, ensuring competitive advantage in the market for a car that is 5 years old and not putting every single hardware feature under the sun into your vehicle all at once.

Manufacturers will need to move from a distributed/independent electrical hardware structure to a centralized architecture. This means moving from alot of electrical hardware with specific functions that are highly specialized to less hardware with a domain controller or virtual domain. This gives flexibility in future software updates and functions without having to redesign the hardware that supports it.

Students;

Integration, integration, integration.

Electrical engineering — Specifically network & communications will be very valuable in the near future. Whether it is within the vehicle, from vehicle to utilities, vehicle to infrastructure — the communication structure does not currently exist. (Also plugging in that my Dad is one of the smartest people I know and this was his bread and butter)

Car Servicing— No doubt, there will be a variety of issues in the future with these vehicles with so many different softwares operating in different cars with different hardware features. Wire harness and software troubleshooting will be a valuable skill to have.

Business Development — There’s opportunity here for smaller suppliers to create partnerships with car manufacturers to develop services, business models through software. Establish those connections early between government, OEMs and businesses.
['Michelle Lo']
['Mobility', 'Venture Capital', 'Tesla', 'IoT', 'Apple']