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 note

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 26.97 2.5 B 27.9% 77%   10% -35%
Aisin Seiki ASEKY OTC Industrial Goods Automobile Subcontractors - Car Parts USD 35.21 - -13.0% 34%   1% -32%
Alphabet class C GOOG NASDAQ Technology Internet - Content Delivery USD 1,485.11 1,021 B 33.7% 23%   2% -20%
Amazon.com AMZN NASDAQ Services E-commerce Services USD 2,095.97 1,043 B 28.5% 21%   2% -16%
American Axle & Manufacturing AXL NYSE Industrial Goods Automobile Subcontractors - Car Parts USD 8.00 900 M -52.4% 60%   3% -64%
Apple Inc. AAPL NASDAQ Technology Computer & Mobile Hardware USD 313.05 1,370 B 82.8% 24%   5% -18%
Aptiv APTV NYSE Industrial Goods Automobile Subcontractors - Car Parts USD 90.07 23 B 10.4% 31%   4% -29%
Cadence Design Systems CDNS NASDAQ Technology Software - Product Development USD 74.73 21 B 32.1% 26%   3% -18%
Cree CREE NASDAQ Technology Semiconductors - Signal Processing USD 47.39 5.1 B -9.8% 45%   4% -39%
Delphi Technologies DLPH NYSE Industrial Goods Automobile Subcontractors - Car Parts USD 15.00 1.3 B -34.8% 70%   4% -63%
DENSO DNZOY OTC Industrial Goods Automobile Subcontractors - Car Parts USD 19.96 - -7.7% 22%   2% -16%
Infineon Technologies IFNNY OTC Technology Semiconductors - Specialized USD 23.69 - 7.7% 36%   4% -36%
Intel INTC NASDAQ Technology Semiconductors - Broad Line USD 64.34 275 B 25.0% 27%   3% -26%
Johnson Controls JCI NYSE Industrial Goods Heating & AirCo USD 42.45 32 B 21.6% 18%   2% -12%
Lear Corp. LEA NYSE Industrial Goods Automobile Subcontractors - Car Parts USD 119.31 7.2 B -21.4% 32%   3% -33%
Linde LIN NYSE Industrial Goods Chemicals - Gas USD 218.29 117 B 27.8% 19%   2% -11%
Meritor MTOR NYSE Industrial Goods Automobile Subcontractors - Car Parts USD 25.68 1.9 B 14.6% 39%   5% -35%
Nokia NOK NYSE Technology Datacom, Telcom & Network Equipt USD 4.16 24 B -31.5% 39%   1% -48%
NVIDIA NVDA NASDAQ Technology Semiconductors - IC Design (fabless) USD 294.07 180 B 85.1% 37%   8% -30%
NXP Semiconductors NXPI NASDAQ Technology Semiconductors - Signal Processing USD 130.50 43 B 39.4% 33%   5% -18%
Qualcomm QCOM NASDAQ Technology Semiconductors - IC Design (fabless) USD 87.03 99 B 68.5% 39%   6% -27%
Renesas Electronics RNECY OTC Technology Semiconductors - Signal Processing USD 3.44 - 10.1% 51%   3% -34%
Sumitomo Electric Industries SMTOY OTC Industrial Goods Cables, Connectors & Cabling Networks USD 12.91 - -8.0% 25%   1% -22%
Tenneco TEN NYSE Industrial Goods Automobile Subcontractors - Car Parts USD 10.63 860 M -70.0% 86%   2% -78%
Texas Instruments TXN NASDAQ Technology Semiconductors - Broad Line USD 128.52 120 B 22.9% 25%   4% -12%
Valeo VLEEY OTC Industrial Goods Automobile Subcontractors - Car Parts USD 14.80 - -1.2% 40%   4% -28%
Veoneer VNE NYSE Industrial Goods Automobile Subcontractors - Car Parts USD 14.24 1.6 B -52.5% 52%   2% -58%
Weichai Power WEICY OTC Industrial Goods Engines, Industrial Equipt & Cpts USD 15.73 - 46.3% 38%   5% -23%