Technology Stocks : The Electric Car, or MPG "what me worry?"

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From: A.J. Mullen12/5/2017 11:22:30 AM
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Delphi is splitting. One company, Aptive (APTV) will run develop connected and autonomous cars while Delphi (DLPH) sells gasoline and electric transmissions.

Just prior to the split Delphi bought Nutonomy which plans to introduce robotaxis to SIngapore next year. Aptiv is working with Intel and Mobileye using lidar as a central part of their system.

The CEO of Delphi (prior to the split) doesn't see a market for self-driving vehicles for individuals until after 2025 because the cost of the lidar drives up the cost to between $80K and $150K. Clark estimates that price will fall to $5k by 2025.

Tesla severed its relations with Mobileye recently They are going it alone, eschewing lidar, and hope to get a viable system based on cameras and radar. If they're successful they'll have a cheap system suitable for individual owners before 2025.

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