The connected car is of interest to investors

The connected car is of interest to investors

  Technology and telecom groups could be the big winners of the revolution of the connected car, an estimated $ 50 billion over the next decade that could encourage investors to shift from conventional builders market.

  Manufacturers of semiconductors such as Infineon and technology giants like Google are very involved in "smart" cars that move without a driver or use applications on your mobile phone from the dashboard.

  Automakers like Nissan Motor, Audi (Volkswagen Group) or Toyota also developing their own unmanned vehicles, combined with technological groups.

  However, these are technology companies - the American heavyweights that European start-up as well - that would most benefit from this promising niche market, analysts and managers.

"This is a whole new market emerges," observes Christian Jimenez, president of Diamant Bleu Gestion.

  "The best way to play this theme in the long term for an investor is to buy Microsoft or manufacturers of semiconductors such as Infineon, and not Peugeot or Renault."

  If this market reached 50 billion dollars as provided by the broker Exane BNP Paribas, it would represent about half of the annual revenue generated last year by the German BMW group.

  Google is already well advanced in this area, although it will be several years before we see cars without drivers on our roads. The U.S. giant has planned to market before the end of the year cars equipped with its Android software Auto, which will include drivers using navigation services and send messages without releasing the steering wheel.

  Apple is also in the race with its new CarPlay system, which integrates the functionality of the iPhone and allows you to use the applications directly from the dashboard, whether GPS guidance, music, messaging where simple telephone calls.

  Only about 10% of vehicles have today, a figure expected to rise to over 90% by 2020 "connected systems", according to the British consulting group Machina Research.

  "It is no longer a dream, it is a race over five years can gain - or lose - a lot of money," observes Stuart Pearson in a study, an analyst at Exane BNP, which expects a growth of 30% per annum of the market for smart 2020 car.

PROFIT UP FOR MANUFACTURERS OF SEMICONDUCTOR 

  Manufacturers of semiconductors such as German Infineon and Texas Instruments U.S. should also be among the big winners of the driverless car while telecom operators should benefit from the explosion in the volume of data exchanged.

  In April, Infineon - whose chips are used to trigger airbags or control of speed - raised its annual forecasts as well as the amount of the dividend due to the strong growth in automobile-related.

  Qualcomm and Intel compete on their side to offer chips connecting vehicles to the internet and microprocessors used in navigation systems and more complex equipment for the entertainment of passengers.

  Based on technology developed by Qualcomm 3G or Wifi and Bluetooth systems Broadcom, all embedded system also uses amplification components or connection filtering, such as RF Micro Devices and Skyworks Solutions. The prices of these two American groups rose by 91% and 68% since the beginning of the year.

  Bosch, STMicroelectronics and InvenSense Californian company also supply components used for driver assistance and safety systems also make cars more autonomous.