Bloomberg Intelligence: What’s next for cars, drones and robots


Advances in AI, robotics and standardization are rapidly pushing new connected devices and technologies into the mainstream of daily experience. Bloomberg Intelligence explores how that’s setting the stage for shifts in how we live and work.

This analysis is by Bloomberg Intelligence analysts Jitendra Waral and Sean Handrahan. It first appeared on the Bloomberg Terminal.

Amazon May Take Early Voice Lead in Cars Amid Alexa’s Rise

In the race for digital assistants within cars, Amazon may outpace Google via partnerships with automakers and Alexa’s early lead in home appliances, setting itself up with an end-to-end ecosystem.

Google may seek to control the operating systems in cars via Android Auto. Some automakers have opted for in-house efforts or acquisitions of startups in the sector.

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The global installed base of connected cars may triple by 2019 and generate 30% of 5G wireless traffic in 2020, according to IDC. Apple is also seeking to gain traction in auto operating systems via Car Play.

Google, Amazon Voice Battle Sets Stage for Robot Competition

As they gain in importance, in-home robots may become a key battleground for Amazon and Google’s voice assistants. The International Robotics Foundation predicts that 30 million service robots will be sold from 2016-19.

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Household robots include vacuum and floor cleaning models, lawn-mowing, window cleaning and other types of units. Around 11 million entertainment or leisure robots used for education, hobbies or as toys may be shipped from 2016-19. 

AI, Virtual Reality, Autonomous Cars Dominate CES Showroom Floor

A host of integration announcements made Amazon’s Alexa a big winner at CES and can help accelerate adoption of smart-home technology.

The deployment of 5G networks, which may be mainstream by 2019, will aid autonomous car efforts. Advances from chipmakers will drive virtual reality, as gaming likely remains the key application in 2017.

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Virtual Reality Centered on Gaming as Other Content Develops

Virtual-reality content is likely to remain centered around gaming applications in 2017, even as other genres begin to grow. The computing power and bandwidth required to provide a high-quality immersive and interactive virtual-reality experience is still too cumbersome to become mainstream.

FAA Bringing Order to Drone World May Spur Demand

The FAA has released drone licensing requirements that include registration and clear regulations for use. This may aid adoption of both commercial and hobbyist drones.

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ABI Research projects the consumer drones market to grow at a 27% compound annual growth rate (CAGR) through 2020 to top 91 million units.

The FAA requires consumer drones weighing more than 0.55 pounds to be registered and given a license number before use. The organization is also enhancing its app to assist drone users to identify areas they can fly. Most consumer drones from key companies weigh more than 0.55 pounds.

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– Compiled by Jen Robinson | February 17, 2017

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