Commentary from Lux Research senior analyst Chris Robinson on the latest mobility updates this week, particularly highlighting Tesla’s integration of battery cells as a structural member of the vehicle.
Tesla's Battery Day Lacked The Hype
“While Tesla's battery day lacked the hype and major product reveals past events have had, the day was among the most important for the company. Not only will it pursue further vertical integration by making its own battery cells in the future; it is doing so with a slew of innovative technologies. While there were certainly some comments that drew skepticism from the Lux Team (mainly lithium extraction and their silicon anode claims), the most important announcements were related to its integration of battery cells as a structural member of the vehicle and the larger battery cells it will use to enable that.
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In other mobility updates this week, we include a pair of insights looking at patent trends to decarbonize the marine and aviation sectors and a case study on VW's attempt to increase productivity 30% by 2025 through a new Industrial IoT platform. It was also a big week for autonomous vehicle developments. Waymo announced that it will be offering fully driverless rides in the Phoenix area, a service previously limited to "early riders" under NDA with the company, while Cruise announced it would be launching fully driverless vehicles – albeit without passengers – in San Francisco.”
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