• tesla-autonomous-opportunity-banner

    Tesla’s Autonomous Opportunity is Severely Underappreciated

    by | Industrial
    Mentioned Companies: BIDU, GM, GOOG, NVDA, TSLA

    ARK believes that analysts may be overlooking Tesla’s largest addressable market – autonomous mobility-as-a-service (MaaS). During its earnings call last week, Tesla introduced its Autopilot team for the first time as speakers during the prepared remarks. Based on the information presented by the Autopilot team on the performance characteristics of its in-house chip, we believe […]

  • new-space

    Why New Space is an Exciting Opportunity

    by | Industrial
    Mentioned Companies: BA, SSNLF, VSAT

    The space industry is set to take off! Listen as ARK Industrial Analyst, Sam Korus, explains:  What used to be a monopolistic and bureaucratic industry is being upended by both rocket and satellite cost declines. Today, there are just over 1,700 active satellites orbiting Earth, but companies already have plans to launch almost 10 […]

  • Remote Operator

    Baby, You Can Drive My Autonomous Car

    by | Industrial
    Mentioned Companies: GM, GOOG

    Both GM and Alphabet are planning to launch autonomous taxi services this year.1 Because autonomous vehicles will not be able to drive without human help 100% of the time, a remote operator will have to assist. Before autonomous taxis commercialize, professionals probably will drive or direct vehicles remotely, especially during emergencies. According to ARK’s research, […]

  • Cobalt Banner

    Cobalt Won’t Slow Down EV Adoption

    by | Industrial
    Mentioned Companies: GM, TSLA

    In the past two years cobalt prices have more than tripled from roughly $25,000 per metric ton to more than $79,0001 in response to supply constraints anticipated as electric vehicles (EVs) continue to gain traction. In 2017, the Congo accounted for 58% of global cobalt production, explaining the fear that geopolitical instability will cause shortages. […]

  • autonomous-vehicle-adoption-forecast-banner

    In the Rear-View Mirror, Self-Driving Cars May Be Closer Than They Appear

    by | Industrial
    Mentioned Companies: FCAU, GM, GOOG, GOOGL, HMC, TSLA, TTM, VLKAY

    In the analysis that shaped our whitepaper, “Mobility-as-a-Service: Why Self-Driving Cars Could Change Everything,” ARK forecasted first, that commercial autonomous taxis would arrive in 2019 and second, that in the U.S. one out of every thousand miles, or 0.1%, would be driven autonomously by 2020, as shown below. Since that publication, Waymo and GM’s Cruise […]

  • Waymo Banner

    UPDATE: Why Has Waymo Taken So Long to Commercialize Autonomous Taxis?

    by | Industrial
    Mentioned Companies: BIDU, GM, GOOG, TSLA

    In November 2017, Waymo announced it was testing autonomous cars in Phoenix, without drivers behind the steering wheels but with safety engineers in the back seats. Next, the company plans to commercialize an autonomous taxi service in Chandler, Arizona. According to data from the California Department of Motor Vehicles,1 Waymo’s autonomous cars are improving rapidly […]

  • E04 — The Future of Air Taxis: A Breakdown of Cost and Chemistry

    by | Industrial

    ARK Disrupt Podcast is designed to keep you engaged with the most disruptive innovations evolving today. Our fourth episode features Sam Korus, Industrial Innovation Analyst at ARK Invest. Listen as moderator, James Wang, and Sam weigh in on the future of air taxis and how they compare to the various methods of transit today.

  • ev-forecast-banner

    Auto Capital Spending Suggests That EV Forecasts Are Much Too Low

    by | Industrial
    Mentioned Companies: F, TSLA

    ARK’s research shows that for the past three years, electric vehicle (EV) forecasts have increased significantly, with a consensus forming recently around four million units for 2022. According to ARK’s research, global EV sales will be more than four times higher than expected, or roughly 17 million units. When ARK first forecast 17 million units […]

  • delivery-drones banner

    Delivery Drones Could Serve a Large Swath of the US Population

    by | Industrial
    Mentioned Companies: AMZN

    Delivery drones are ready to launch, once regulators give them the greenlight. So how many people will these drones be able to serve in the US? Our research suggests that, if the FAA approved them today, Amazon’s drones could transport packages to more than 50 million people in roughly 30 minutes. The battery improvements we […]

  • electric-passenger-drones-banner

    Air Taxis Are On The Way

    by | Industrial
    Mentioned Companies: BA, EADSY, TSLA

    “We wanted flying cars, instead we got 140 characters,” said Peter Thiel in 2013.1 Five years later, we have twice as many characters per tweet, but no flying cars. In our view, a vehicle for both the road and the air will never see the light of day. In fewer than five years, however, personal […]

  • autonomous-taxi-reveneue-banner

    Autonomous Taxis: Who Will Reap the Revenues and Profits from the Boom Ahead?

    by | Industrial

    Autonomous vehicles will transform personal mobility by slashing the cost per mile relative to a traditional taxi, Uber, or personal car, according to ARK’s research. Here, we evaluate which firms will reap the benefits of a new market which promises to ramp from essentially $0 now to $10 trillion in global gross annual revenues by […]

  • autonomous Mobility-as-a-Service, MaaS, ARK invest, autonomous cars, autonomous vehicles, ark research, video

    The Future of Transport is Autonomous Mobility-as-a-Service

    by | Industrial
    Mentioned Companies: BABA, BIDU, GM, GOOG, SFTBY, TCEHY, TM, TSLA

    The future of transport is autonomous Mobility-as-a-Service (MaaS). Spanning from personal MaaS, where autonomous taxi platforms will make point to point travel cheaper, more convenient, and even safer to Logistics-as-a-Service – where autonomous electric trucks and drones will deliver goods for a fraction of today’s cost. Watch our video below to hear ARK Industrial Innovation Analyst, […]

  • Electric Semi-truck, podcast, ark disrupt,

    E03 —Electric Semi-Trucks: A Review of Tesla’s Latest Announcement

    by | Industrial

    ARK Disrupt Podcast is designed to keep you engaged with the most disruptive innovations evolving today. Our third episode features Sam Korus and Tasha Keeney, Industrial Innovation Analysts at ARK Invest. The moderator James Wang, Sam, and Tasha chat about Tesla’s latest announcement on electric semi-trucks. Together they are exploring the economics behind electric and […]

  • EV Semi Trucks Banner

    The Case for an EV Semi Truck

    by | Industrial
    Mentioned Companies: TSLA

    While automakers are waking up to the realization that electric drivetrains are the future of passenger vehicles, many manufacturers remain skeptical that heavy-duty hauling vehicles will succumb to electrification. They continue to assert that batteries are too expensive, too slow to charge, and too heavy to be incorporated into long-haul fleets. Not surprisingly, they scoffed […]

  • autonomous trucks, autonomous electric trucks, electric vehicles, ark innovation research

    Autonomous Electric Trucks Could Disrupt Rail and Transform Logistics

    by | Industrial
    Mentioned Companies: GOOG, PCAR, TSLA, VOLVY

    The auto industry is undergoing a dramatic transformation as a result of two technological innovations: the electric drivetrain and autonomous technology. Not only should these innovations supplant the internal combustion engine and relieve passengers of all front-seat driving responsibilities, but they also likely will transform the delivery of goods and services. ARK expects autonomous electric […]

  • electric vehicle future, electric vehicle white paper, ev research, electric vehicle research, sam korus, ark white paper, innovation white paper, electric cars white paper

    The Future of Autos and Trucks Is Electric

    by | Industrial White Paper

    This is an executive summary of ARK Invest’s electric vehicles white paper: The Future of Autos and Trucks Is Electric ARK Expects Global EV Sales To Exceed Current Forecasts, Substantially ARK expects global sales of Electric Vehicles (EVs) to reach 17 million units by 2022, while agencies like the EIA are forecasting only two to four […]

  • Autonomous Electric Trucks , Autonomous Trucks, Autonomous EV Trucks

    Why Autonomous Electric Trucks Are The Future Of Shipping

    by | Industrial

    US truck shipments compromise a $180 billion industry and cost roughly 12 cents per ton-mile today. As automakers are waking up to the realization that electric, autonomous drivetrains are the future of passenger vehicles, ARK’s research shows that commercial trucks will follow in line. Converting diesel trucks into electric vehicles will reduce operating costs, thanks to […]

  • autonomous taxi platform banner

    What If Autonomous Taxis Arrive Late…?

    by | Industrial

    Upon launch, autonomous vehicles could deliver the convenience of an Uber at one tenth of the price.1 As a result, autonomous taxi platforms could generate trillions of dollars in revenue by the late 2020s. Discounting and valuing the expected cash flows, ARK estimates that the leading autonomous taxi platforms should be valued at more than […]

  • Industrial Robot Costs

    Industrial Robot Cost Decline

    by | Industrial

    According to ARK’s research, industrial robot1 costs will drop by roughly 65%, to levels much lower than most analysts now anticipate, by 2025. Combined with advances in machine learning and computer vision, this drop in costs should cause an inflection point in the demand for robots as they infiltrate new industries with more provocative use […]

  • China-Autonomous-Banner-1

    China’s Booming Autonomous Car Opportunity

    by | Industrial
    Mentioned Companies: BIDU, GM, NVDA, TSLA

    According to ARK’s research models, China will become one of the largest markets for autonomous mobility-as-a-service, reaching $2.5 trillion by 2030. At the same time, automobile sales in China could fall below expectations as a result of autonomous taxi services. Automakers with large exposure to China should launch autonomous cars in partnerships with local players […]