The ultimate communication platform

The ultimate communication platform
  • Pininvest Analysis

The disruption brought about by automotive driving challenges car manufacturers simultaneously in technologies of

  • automated vehicles,
  • connected vehicles,
  • electric vehicles
  • shared-vehicle technology

From the individual transportation function, the car is on a fast track to become a communication platform, empowered by the development of artificial intelligence and machine learning applications

Stringent security requirements, high access barriers to technological expertise and long-term investment commitments make for a highly unusual set of partnerships, between competing car makers and with software leaders

Wary associations are most likely to lead to stark competition between traditional industry and software leaders around data sets which are expected to prove invaluable

Our small selection of listed industrial car-parts specialists, hardware and software technologists seems to doubt the potential of the car industry...

Our notes will expand on the subject 

Read our notes

The ultimate communication platform • Updated:

Name Ticker Exchange Sector Industry Currency Cur.Price Mkt.Cap Perf. Vol. Risk Contrib. MDD
 
Adient ADNT NYSE Industrial Goods Automobile Subcontractors - Car Parts USD 31.98 3.0 B 46.3% 105%   6% -77%
Aisin Seiki ASEKY OTC Industrial Goods Automobile Subcontractors - Car Parts USD 30.28 - -19.7% 46%   1% -48%
Alphabet class C GOOG NASDAQ Technology Internet - Content Delivery USD 1,793.19 1,220 B 37.4% 38%   2% -31%
Amazon.com AMZN NASDAQ Services E-commerce Services USD 3,195.34 1,601 B 77.4% 38%   1% -16%
American Axle & Manufacturing AXL NYSE Industrial Goods Automobile Subcontractors - Car Parts USD 8.28 938 M -16.0% 105%   6% -75%
Apple AAPL NASDAQ Technology Computer & Mobile Hardware USD 116.59 1,994 B 75.7% 46%   2% -20%
Aptiv APTV NYSE Industrial Goods Automobile Subcontractors - Car Parts USD 121.86 33 B 30.0% 75%   4% -65%
Cadence Design Systems CDNS NASDAQ Technology Software - Product Development USD 116.58 33 B 66.0% 46%   2% -32%
Cooper-Standard Holdings CPS NYSE Industrial Goods Automobile Subcontractors - Car Parts USD 36.84 622 M 29.6% 115%   6% -76%
Cree CREE NASDAQ Technology Semiconductors - Signal Processing USD 92.18 10 B 108.5% 69%   4% -46%
DENSO DNZOY OTC Industrial Goods Automobile Subcontractors - Car Parts USD 24.75 - 12.6% 36%   2% -41%
Dialog Semiconductor DLGNF OTC Technology Semiconductors - Signal Processing USD 55.05 - 8.2% 59%   1% -63%
Infineon Technologies IFNNY OTC Technology Semiconductors - Specialized USD 35.18 - 67.1% 62%   4% -54%
Intel INTC NASDAQ Technology Semiconductors - Broad Line USD 47.45 202 B -16.0% 53%   3% -34%
Johnson Controls JCI NYSE Industrial Goods Heating & AirCo USD 45.97 34 B 9.8% 43%   2% -44%
Lear Corp. LEA NYSE Industrial Goods Automobile Subcontractors - Car Parts USD 146.60 8.8 B 23.1% 58%   4% -50%
Linde plc LIN NYSE Industrial Goods Chemicals - Specialties USD 257.43 135 B 26.7% 39%   2% -32%
Meritor MTOR NYSE Industrial Goods Automobile Subcontractors - Car Parts USD 27.24 2.0 B 7.9% 66%   4% -55%
Modine Manufacturing MOD NYSE Industrial Goods Automobile Subcontractors - Car Parts USD 11.18 572 M 50.7% 85%   4% -67%
Nokia NOK NYSE Technology Datacom, Telcom & Network Equipt USD 4.13 23 B 18.0% 50%   2% -45%
NVIDIA NVDA NASDAQ Technology Semiconductors - IC Design (fabless) USD 530.45 327 B 145.0% 58%   3% -38%
NXP Semiconductors NXPI NASDAQ Technology Semiconductors - Signal Processing USD 158.94 44 B 38.8% 60%   4% -53%
Qualcomm QCOM NASDAQ Technology Semiconductors - IC Design (fabless) USD 143.83 162 B 75.2% 52%   3% -36%
Renesas Electronics RNECY OTC Technology Semiconductors - Signal Processing USD 4.52 - 42.4% 60%   3% -59%
Sumitomo Electric Industries SMTOY OTC Industrial Goods Cables, Connectors & Cabling Networks USD 12.04 - -19.5% 43%   1% -46%
Tenneco TEN NYSE Industrial Goods Automobile Subcontractors - Car Parts USD 11.13 904 M -10.2% 120%   6% -84%
Texas Instruments TXN NASDAQ Technology Semiconductors - Broad Line USD 158.99 146 B 35.4% 43%   2% -30%
Valeo VLEEY OTC Industrial Goods Automobile Subcontractors - Car Parts USD 20.15 - 3.0% 72%   4% -70%
Veoneer VNE NYSE Industrial Goods Automobile Subcontractors - Car Parts USD 20.20 2.3 B 24.8% 87%   5% -67%
Visteon VC NASDAQ Industrial Goods Automobile Subcontractors - Car Parts USD 121.47 3.4 B 29.9% 63%   4% -57%
Weichai Power WEICY OTC Industrial Goods Engines, Industrial Equipt & Cpts USD 17.91 - 33.5% 44%   2% -34%