CES 2024 Preview

As we kick off the new year, S&P Global Mobility analysts
are covering the anticipated trends to expect at CES 2024 in Las
Vegas next week. Our team will be on the ground covering the event,
with some daily shared content available via our platforms and
channels. Additionally, meetings with the team are available if
you’ll be at the show; we’d love to connect. Please reach out to
your account representative or mobility@spglobal.com to make arrangements for a
meeting.

Connected Car and Vehicle Experience
Preview

Kyle Davis, Senior Analyst – Connected Car and Vehicle
Experience, S&P Global Mobility

Artificial Intelligence has quickly become one of the automotive
sector’s hottest topics, and that will continue into CES 2024.
General Motors and Stellantis have already implemented AI solutions
and are experimenting with more use cases for the technology.
Mercedes-Benz will debut its AI-powered Virtual Assistant, which is
part of the Mercedes-Benz Operating System (MB.OS), at the show.
Perhaps the biggest use case for AI in automotive is for virtual
personal assistants (VPAs) to improve the performance of using
speech in the vehicle. Cerence will exhibit their new language
learning model, CaLLM, at the show. CaLLM includes generative
AI-powered domains and runs on the NVIDIA DRIVE platform. According
to the annual S&P Global Mobility consumer survey, 52% of
consumers believe their speech recognition system does not
accurately pick up their commands or give them the correct
response.

While the presence of displays has become the norm in light
vehicles, innovation around automotive displays has not slowed
down. Marelli will debut their Intelligent Social Display, a
solution that increases communication with pedestrians to alert
them when the vehicle is in autonomous mode, signaling driver
intent, and other critical messages outside the vehicle. Hyundai
Mobis will show their Innovative Display series at CES 2024. The
Innovative Display series includes a transparent display, rollable
display, and swivel display along with a 3D display that features
OLED-level performance in a LCD panel.

Software-Defined Vehicle (SDV)

Kyle Davis, Senior Analyst – Connected Car and Vehicle
Experience, S&P Global Mobility

CES 2024 promises to be the most popular show from a SDV
(software-defined vehicle) perspective. This increasingly popular
trend uses software to enable new
features, direct vehicle operations, and add functionality in the
vehicle. The first component of a SDV is connectivity, and LG
has collaborated with Saint-Gobain Sekurit to create a transparent
antenna which is applied directly to glass on the vehicle.
Elektrobit will show their 360° offering, which combines an
interactive automotive operating system framework, cloud-based ECU
virtualization with Amazon Web Services (AWS), and a
next-generation virtual cockpit to enhance the user experience. Kia
will be making their return to CES after a 5-year hiatus, launching
their Platform Beyond Vehicle solution. Kia will showcase concept
models and a production model set to be launched in 2025 under the
Platform Beyond Vehicle umbrella.

ADAS and Autonomy Preview

Brock Walquist, Senior Analyst – Autonomy, S&P Global
Mobility

Technology innovations in the automotive sector continue to
re-shape the driving experience. As trends in electrification and
software-defined mobility bring next-generation vehicle
architectures to market, automated driving functionality leveraging
sensor configurations of higher quantity and performance are on the
rise. S&P Global Mobility
projects that in 2024 more than 40% of vehicles sold globally
will be automated, meaning SAE Level 2 capable and above.

This trend of evolving sensing technologies will be showcased at
CES 2024 by Continental’s Radar Vision Parking enabling Level 3 and
Level 4 driving and parking functions of software-defined vehicles,
Valeo’s SCALA 3 LiDAR equipped on Level 3 passenger vehicles
authorized in Europe today, Magna’s ClearView Vision System, as
well as Hesai Technology’s ET25 long-range LiDAR sensor, each of
which have been recognized as CES 2024 Innovation Award honorees.
Additionally, Bosch is expected to demonstrate the fusion of
infotainment and driver assistance functions in a
software-intensive central computer on a single SoC.

The following announcements represent a sampling of news
from suppliers and OEMs surrounding CES topics and involvement. We
hope you find them helpful.

AUO Debuts at CES 2024, and is
Transforming the Concept of Smart Mobility

BlackBerry to Showcase Innovative
Automotive Solutions Powered by the BlackBerry IVY Connected
Vehicle Data Platform at CES 2024

Bosch Unites Infotainment and
Driver Assistance Functions on One Chip

Bridgestone to Showcase a
Customizable Suite of Solutions for Commercial Fleets at CES
2024

Cerence Pioneers
Automotive-Specific LLM in Collaboration with NVIDIA, Powering the
Future of In-Car Experiences

Continental Innovates Mobility from
the Road to the Cloud at CES 2024

Continental’s Radar Vision Parking
Named CES 2024 Innovation Award Honoree

DEEPX Making High-Performance,
Low-Power AI Servers A Reality with DX-H1 Launch at CES
2024

Elektrobit to Showcase 360°
Offering for Software-Defined Mobility at CES 2024

Honda to Debut All-New Global EV
Series at CES 2024

Hyundai Mobis Showcases Innovative
Future Mobility Technologies at CES 2024

Hyundai Motor to Reveal Vision for
Hydrogen and Software Beyond Mobility