• 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 […]

  • Waymo Banner

    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 a ridesharing service. According to data from the California Department of Motor Vehicles,1 Waymo’s cars are improving rapidly enough to support a commercial launch […]

  • 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 […]

  • Collaborative Robots

    The Robots Are Coming… To Help You

    by | Industrial

    Based on our analysis, the robotics industry will be much larger than most experts anticipate, but it will not drive the unemployment rate up. Collaborative robots have become a disruptive force in the traditional industrial robots industry, and will turbocharge the demand for robots to levels far beyond current expectations. Historically, and to the surprise […]

  • auto-loans-banner

    A Crisis Brewing for Auto Loans?

    by | Industrial

    An unexpectedly rapid rise of both ride-sharing and autonomous taxis seems likely to threaten all three of the factors that historically have supported a predictable car loan market. Since 2010, auto loans have increased more than 70% or $0.5 trillion as shown below. In our view, disruptive innovation is primed to hit the auto loans […]

  • traffic will increase, self-driving cars, mobility as a service, autonomous taxis, ark research, white apper

    Self-Driving Cars: Why Traffic Could Increase to 3X Today’s Level

    by | Industrial

    ARK expects that before 2020 fully autonomous vehicles will become commercially available, enabling the rise and rapid growth of autonomous taxi networks. These networks should decrease the cost and inconvenience of point-to-point mobility dramatically, spurring a transformative boost in economic productivity. As a result, we believe traffic will increase almost three-fold by 2030. Autonomous taxi platforms will allow […]

  • EV sales, electric vehicle sales, ark research

    Electric Vehicle Sales Forecasts Are Taking Off

    by | Industrial
    Mentioned Companies: TSLA

    Two respected energy forecasting agencies revised their Electric Vehicle (EV) expectations up by an order of magnitude and still, according to ARK’s research, they are missing the mark by a long shot. Despite a strong year for traditional SUV and truck sales, both OPEC and the Energy Information Administration (EIA) increased their annual EV sales […]

  • ev batteries value, tesla, ark invest, bmw, research, innovation research

    Residual Value: Electric Batteries vs. Internal Combustion Engine Vehicles

    by | Industrial
    Mentioned Companies: BMW, TSLA

    One of the chief concerns about Electric Vehicles (EVs) – battery degradation – seems to be misplaced: ARK’s research suggests that EV batteries will retain substantial value after reaching the end of their in-vehicle lives. Utilities are in constant demand for energy storage products. In fact, if electric utilities were to pay $15,000 per battery, […]

  • self-driving car banner image

    Self-Driving Cars: 7 Takeaways For Innovation Investors

    by | Industrial

    In a recent research report (available for download here) ARK illustrates that before 2020 fully autonomous vehicles could become commercially available, enabling the rise and rapid growth of autonomous taxi networks. These networks should decrease the cost and inconvenience of point-to-point mobility dramatically, spurring a transformative boost in economic productivity. As a result, the traditional […]

  • Autonomous Taxi Market

    The Autonomous Taxi Market: Worth 3X The Value of All Auto Manufacturers in 5 Years?

    by | Industrial
    Mentioned Companies: BMW, GOOG, TM, TSLA, VW

    Autonomous taxis will create a tremendous amount of value for consumers and expand the mobility-as-a-service (MaaS) market dramatically, according to ARK. Today’s automakers and MaaS players, like Uber, Lyft, and Didi, will need to offer autonomous taxi services to stay competitive. ARK estimates that the companies with successful autonomous strategies stand to profit from a […]

  • Residential Solar, solar Economics, Residential Solar panels, ark research, innovation research, ark invest

    Free Residential Solar Panels? Not Worth The Money.

    by | Industrial
    Mentioned Companies: SCTY

    On some level, the argument for the adoption of solar has been simple: at some future date, declines in the cost of solar power will generate cheaper electrons than those from traditional power plants. For decades, this forecast of “grid parity”[1] has supported the case for subsidizing a technology that has been around for decades […]