Strategic Analysis of Waymo's Future Autonomous Disruptive Capabilities for the Automotive Industry

Synergy with Google Holds the Key to Completing the Connected Devices Ecosystem for Alphabet Inc.

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Waymo, the autonomous technology company under the Alphabet conglomerate, is at the forefront of developing autonomous driving software for cars. Vehicles powered by Waymo's software help Alphabet complete its ecosystem of connected devices by serving as a data collection node when users are on the move. In a steadfast effort to enter the automotive industry, Alphabet Inc. has laid out a clear strategy targeting the connected and autonomous car spaces via Android OS for cars and Waymo, respectively. With Waymo completing more than 3 million miles of on-road driving and the introduction of the industry-first car without a steering wheel and pedals, it is expected to commercialize its technology ahead of competition.

Innovation in the fields of autonomous technology and artificial intelligence is bound to transform the automotive ecosystem; Waymo’s autonomous hardware and software are expected to catalyze this transformation, with cross-industry applications from shared mobility to logistics.

The aim of this study is to understand the various application areas of Waymo’s autonomous software, including shared mobility and logistics, and highlight the impact of Waymo's innovations on global automotive ecosystem.

Key Questions this Study will Answer:
•     What is the endgame of Alphabet Inc., and how does strengthening its portfolio of automotive products and services help achieve its goal?
•     How important is Waymo's autonomous technology in strengthening Alphabet’s automotive product portfolio, and what roles will companies in the Alphabet conglomerate play in supporting the development of Waymo?
•     Why is on-road testing of autonomous cars important for Waymo, and how is it planning on increasing its test fleet?
•     What parts of the automotive and transportation industries are Waymo expected to influence?
•     What are various growth opportunities and strategic imperatives that Frost & Sullivan identifies for Waymo?

Applications areas covered:
•     Autonomous software licensing
•     Autonomous hardware licensing
•     Impact of Waymo on automotive retail
•     Evolution of the global automotive ecosystem with and without Waymo
•     Shared mobility
•     Data as a service
•     Logistics and last-mile delivery
•     Public transportation

Analysis covered in this study:
•     Competitive landscape: autonomous technology testing/development
•      Growth opportunities and strategic imperatives for success
•     Waymo’s milestones: who should take note and why?

Benefit to the client:
The study offers a complete Look into Waymo’s recent activities and the most probable steps Waymo will consider for partnership, fleet, testing and application area expansion. It covers Waymo’s ACES (Autonomous, Connected, Electric and Shared Mobility) vision and the impact of Waymo’s autonomous technology across various spaces in the automotive value chain and across industries. Top companies that are working towards autonomous technology are highlighted, along with their partnership/acquisition efforts. Thus, this study would be of interest to various organizations ranging from automotive OEMs, suppliers, city municipalities, tech companies, dealerships, logistics companies, shared mobility firms, application developers, and public transportation providers.

Countries/regions that would find this study useful:
•     United States
•     Europe: Netherlands, Scandinavian countries, Germany, France, United Kingdom
•     China
•     Singapore

Table of Contents

1. Executive Summary
Key Findings
Alphabet’s Products as Data Collection Nodes
Competitors’ Efforts in Creating an Ecosystem
Alphabet’s Progress into the Auto Industry
Waymo’s ACES Vision
Impact on Business and Application Areas
2. Research Scope and Methodology
Research Scope
Research Aims and Objectives
Research Background
Research Methodology
3. Alphabet’s Targeted Endgame and Automotive Vision
Targeted Endgame—The Alphabet Ecosystem
Alphabet’s Efforts in Strengthening its Automotive Portfolio
Autonomous Cars—Alphabet’s Automotive Goal
4. A Look into Waymo’s Growth Strategies
Alphabet’s Product and Service Offerings’ Role in Waymo
Timeline of Recent Activities
Autonomous Vehicle Testing—Fleet Expansion
Autonomous Vehicle Testing—Location Expansion
Competitive Landscape
5. Impact of Waymo’s Innovations on the Global Automotive Ecosystem
Evolving Automotive Ecosystem
Waymo’s Autonomous Software Licensing
Waymo’s Autonomous Sensor Suite Manufacturing
Waymo-Powered Vehicle for Independent Ownership
Global Automotive Ecosystem With and Without Waymo
6. Application Areas of Waymo’s Autonomous Technology
Waymo’s Business Opportunity
Business Case 1—Waymo Partnering with Shared Mobility Companies
Business Case 2—Waymo Enabling Data as a Service
Business Case 3—Last-Mile Delivery and Logistics
Business Case 4—Waymo’s Impact on Public Transportation
Summary of Various Business Cases
7. Growth Opportunities and Companies to Action
Growth Opportunity for Waymo
Strategic Imperatives for Success and Growth
8. Research Takeaways
Milestones and Significance—So What?
Key Highlights and Future Outlook
The Last Word—3 Big Predictions
Legal Disclaimer
9. Appendix
Market Engineering Methodology


List of Figures & Charts

1. Waymo Self-Driving Technology: Key Findings, Global, 2016–2035
2. Waymo Self-Driving Technology: Alphabet’s Products as Data Collection Nodes, Global, 2016–2035
3. Waymo Self-Driving Technology: Competitors’ Efforts in Creating an Ecosystem, Global, 2016–2035
4. Waymo Self-Driving Technology: Alphabet’s Progress into the Auto Industry, Global, 2016–2035
5. Waymo Self-Driving Technology: Waymo’s ACES Vision, Global, 2016–2035
6. Waymo Self-Driving Technology: Impact on Business and Application Areas, Global, 2016–2035
7. Waymo Self-Driving Technology: The Alphabet Ecosystem, Global, 2016–2035
8. Waymo Self-Driving Technology: Efforts in Strengthening its Automotive Portfolio, Global, 2016–2035
9. Waymo Self-Driving Technology: Alphabet’s Automotive Goal, Global, 2014–2025
10. Waymo Self-Driving Technology: Autonomous Vehicle Testing Location Expansion, US, 2016–2035
11. Waymo Self-Driving Technology: Waymo’s Autonomous Software Licensing, Global, 2016–2035
12. Waymo Self-Driving Technology: Waymo’s Autonomous Sensor Suite Manufacturing, Global, 2016–2035
13. Waymo Self-Driving Technology: Waymo-Powered Vehicle for Independent Ownership, Global, 2016–2035
14. Waymo Self-Driving Technology: Automotive Ecosystem with and without Waymo, Global, 2016–2035
15. Waymo Self-Driving Technology: Waymo Partnering with Shared Mobility Companies, Global, 2016–2035
16. Waymo Self-Driving Technology: Waymo Enabling Data as a Service, Global, 2016–2035
17. Waymo Self-Driving Technology: Waymo’s Impact on Public Transportation, Global, 2016–2035
18. Waymo Self-Driving Technology: Growth Opportunity for Waymo, Global, 2016–2035
19. Waymo Self-Driving Technology: Strategic Imperatives for Success and Growth, Global, 2016–2035
20. Waymo Self-Driving Technology: Future Outlook and Significance, Global, 2016–2035
21. Waymo Self-Driving Technology: Impact of Waymo’s Autonomous Technology, Global, 2016–2035
22. Waymo Self-Driving Technology: 3 Big Predictions, Global, 2016–2035

1. Waymo Self-Driving Technology: Alphabet’s Product and Service Offerings’ Role, Global, 2016–2035
2. Waymo Self-Driving Technology: Timeline of Recent Activities, Global, 2007–2017
3. Waymo Self-Driving Technology: Autonomous Vehicle Testing Fleet Expansion, US, 2009–2020
4. Waymo Self-Driving Technology: Competitive Landscape, Global, 2016–2035
5. Waymo Self-Driving Technology: Evolving Automotive Ecosystem, Global, 2017 and 2035
6. Waymo Self-Driving Technology: Waymo’s Business Opportunity, Global, 2016–2035
7. Waymo Self-Driving Technology: Partnership Extension and Fleet Expansion, Global, 2016–2035
8. Waymo Self-Driving Technology: Summary of Various Business Cases, Global, 2016–2035




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