{"version":"1.0.0","segments":[{"startTime":2.791,"endTime":5.791,"body":"Welcome to the Reimagined Mobility Podcast"},{"startTime":2.791,"endTime":5.791,"body":"series."},{"startTime":6.041,"endTime":8.708,"body":"I'm here with my Ken Art, CTO"},{"startTime":8.708,"endTime":12.791,"body":"and VP of Engineering at Alps Alpine."},{"startTime":12.833,"endTime":14.875,"body":"Thanks, Mike, for joining us."},{"startTime":14.875,"endTime":17.875,"body":"You have a long history in the mobility"},{"startTime":14.875,"endTime":17.875,"body":"space."},{"startTime":18.041,"endTime":21.416,"body":"We've worked together"},{"startTime":18.041,"endTime":21.416,"body":"at one point for a shorter period of time."},{"startTime":21.541,"endTime":23.5,"body":"Great to have you on the show."},{"startTime":23.5,"endTime":24.541,"body":"Maybe to start out with,"},{"startTime":24.541,"endTime":29.208,"body":"give a little bit of your background,"},{"startTime":24.541,"endTime":29.208,"body":"Mike, your experience and expertise areas."},{"startTime":29.291,"endTime":33.166,"body":"And then what do you do"},{"startTime":29.291,"endTime":33.166,"body":"and what is Alps Alpine doing then?"},{"startTime":33.208,"endTime":35.75,"body":"Great. Well, firstly,"},{"startTime":33.208,"endTime":35.75,"body":"thank you for the invitation."},{"startTime":35.75,"endTime":38.458,"body":"My name is Mike Conrad,"},{"startTime":35.75,"endTime":38.458,"body":"and I am, as you said,"},{"startTime":38.458,"endTime":41.75,"body":"the CTB, CEO of Engineering"},{"startTime":38.458,"endTime":41.75,"body":"for Alps Alpine."},{"startTime":41.916,"endTime":45.583,"body":"My background is actually"},{"startTime":41.916,"endTime":45.583,"body":"in the automotive space,"},{"startTime":45.75,"endTime":49.0,"body":"so I am a mechanical engineer by training,"},{"startTime":49.0,"endTime":54.166,"body":"but I've spend most of my time"},{"startTime":49.0,"endTime":54.166,"body":"in and around automobiles,"},{"startTime":54.25,"endTime":60.333,"body":"mainly on the powertrain side,"},{"startTime":54.25,"endTime":60.333,"body":"but now with a focus on electronics."},{"startTime":60.416,"endTime":64.875,"body":"Alps Alpine is a global"},{"startTime":60.416,"endTime":64.875,"body":"electronics company."},{"startTime":64.958,"endTime":67.958,"body":"We provide electronics solutions"},{"startTime":67.958,"endTime":72.625,"body":"to a whole variety of business fields."},{"startTime":72.625,"endTime":78.666,"body":"So anything from consumer electronics"},{"startTime":72.625,"endTime":78.666,"body":"to interior cabin entertainment systems."},{"startTime":78.75,"endTime":80.833,"body":"So that's what we do. Very interesting."},{"startTime":80.833,"endTime":84.166,"body":"Maybe we'll we'll start right there,"},{"startTime":80.833,"endTime":84.166,"body":"right as we again explore here together"},{"startTime":84.166,"endTime":88.583,"body":"over the next 20, 25 minutes,"},{"startTime":84.166,"endTime":88.583,"body":"how we reimagine mobility."},{"startTime":88.666,"endTime":93.083,"body":"How is the consumer side different"},{"startTime":88.666,"endTime":93.083,"body":"from the automotive side"},{"startTime":93.083,"endTime":98.541,"body":"and how do you guys find commonality"},{"startTime":93.083,"endTime":98.541,"body":"but also differentiation to address"},{"startTime":98.625,"endTime":103.541,"body":"in this market as as you look forward over"},{"startTime":98.625,"endTime":103.541,"body":"the next, let's say, five years or so?"},{"startTime":103.625,"endTime":108.125,"body":"Yeah, I think historically these"},{"startTime":103.625,"endTime":108.125,"body":"were two very different market sectors."},{"startTime":108.166,"endTime":115.25,"body":"But going forward, we see a merging"},{"startTime":108.166,"endTime":115.25,"body":"of technologies and merging of processing."},{"startTime":115.291,"endTime":119.333,"body":"So and in in the past, the automotive"},{"startTime":119.5,"endTime":123.875,"body":"timetable for launching new products"},{"startTime":119.5,"endTime":123.875,"body":"was very clear, very defined."},{"startTime":123.958,"endTime":128.208,"body":"And there was an expectation"},{"startTime":123.958,"endTime":128.208,"body":"that you have iterative development"},{"startTime":128.291,"endTime":129.583,"body":"throughout that process."},{"startTime":129.583,"endTime":132.583,"body":"But in the consumer space,"},{"startTime":129.583,"endTime":132.583,"body":"people have got used to"},{"startTime":132.583,"endTime":137.041,"body":"these leaps in technology, the very fast"},{"startTime":137.208,"endTime":141.458,"body":"and the timeline for delivery of that"},{"startTime":137.208,"endTime":141.458,"body":"technology is also very fast."},{"startTime":141.458,"endTime":144.708,"body":"So I think going forward"},{"startTime":141.458,"endTime":144.708,"body":"with the expectation"},{"startTime":144.708,"endTime":148.083,"body":"is that the automotive industry"},{"startTime":144.708,"endTime":148.083,"body":"is going to be challenged"},{"startTime":148.083,"endTime":153.333,"body":"to meet the same type"},{"startTime":148.083,"endTime":153.333,"body":"of aggressive launch program"},{"startTime":153.333,"endTime":158.791,"body":"processes and leaps in technology"},{"startTime":153.333,"endTime":158.791,"body":"that we see on the consumer side."},{"startTime":158.875,"endTime":160.041,"body":"Interesting."},{"startTime":160.041,"endTime":164.416,"body":"So then when we take that and we say,"},{"startTime":160.041,"endTime":164.416,"body":"so what is Alps Alpine doing then"},{"startTime":164.416,"endTime":168.875,"body":"to be able not just whatever, come out"},{"startTime":164.416,"endTime":168.875,"body":"with a new product every three years?"},{"startTime":168.875,"endTime":169.083,"body":"Right?"},{"startTime":169.083,"endTime":170.041,"body":"If we take the normal"},{"startTime":170.041,"endTime":173.833,"body":"automotive development cycle"},{"startTime":170.041,"endTime":173.833,"body":"to two, three years, but comes out with"},{"startTime":173.916,"endTime":177.333,"body":"let's go to the other extreme consumer"},{"startTime":173.916,"endTime":177.333,"body":"electronics where I can buy a new phone"},{"startTime":177.333,"endTime":182.291,"body":"with new features, functions, OS chips,"},{"startTime":177.333,"endTime":182.291,"body":"whatever it is, every six months."},{"startTime":182.375,"endTime":183.958,"body":"How do you guys balance this?"},{"startTime":183.958,"endTime":188.583,"body":"Is it re-use of a lot of things"},{"startTime":183.958,"endTime":188.583,"body":"and incrementally increase, or is it"},{"startTime":188.666,"endTime":193.416,"body":"you just constantly push and come up with"},{"startTime":188.666,"endTime":193.416,"body":"new methods and processes to go faster?"},{"startTime":193.416,"endTime":195.583,"body":"Or how do you guys do it?"},{"startTime":195.583,"endTime":198.125,"body":"Yeah, I mean, we"},{"startTime":195.583,"endTime":198.125,"body":"we operate in both the spaces."},{"startTime":198.125,"endTime":202.458,"body":"So when we work with our customers"},{"startTime":198.125,"endTime":202.458,"body":"in those different areas, what's"},{"startTime":202.458,"endTime":206.875,"body":"really important to us is that we're"},{"startTime":202.458,"endTime":206.875,"body":"bringing new technology to that."},{"startTime":207.083,"endTime":210.708,"body":"So we"},{"startTime":207.083,"endTime":210.708,"body":"we need to understand where they're going,"},{"startTime":210.708,"endTime":212.541,"body":"where they're heading, what new technology"},{"startTime":212.541,"endTime":215.583,"body":"they need, and have it ready"},{"startTime":212.541,"endTime":215.583,"body":"at the timelines that work for them."},{"startTime":215.708,"endTime":219.041,"body":"So whether that's a three year"},{"startTime":219.125,"endTime":223.291,"body":"automotive launch schedule"},{"startTime":219.125,"endTime":223.291,"body":"or it's a one year"},{"startTime":223.291,"endTime":226.875,"body":"to two year consumer product launch,"},{"startTime":223.291,"endTime":226.875,"body":"we need to be ready for that."},{"startTime":226.875,"endTime":230.041,"body":"And that's part of how we operate"},{"startTime":226.875,"endTime":230.041,"body":"in our business."},{"startTime":230.125,"endTime":230.791,"body":"Interesting."},{"startTime":230.791,"endTime":236.583,"body":"And then since you're saying we you guys"},{"startTime":230.791,"endTime":236.583,"body":"bring the technology to the consumers"},{"startTime":236.583,"endTime":238.458,"body":"or to your customers, right, Either an OEM"},{"startTime":238.458,"endTime":242.125,"body":"or the consumer"},{"startTime":238.458,"endTime":242.125,"body":"to consumer space in general."},{"startTime":242.208,"endTime":245.0,"body":"What is it then that we're going to see"},{"startTime":242.208,"endTime":245.0,"body":"as we in the mobility"},{"startTime":245.0,"endTime":248.083,"body":"space"},{"startTime":245.0,"endTime":248.083,"body":"now back to reimagine the mobility space?"},{"startTime":248.291,"endTime":251.708,"body":"What am I going to see in my corner"},{"startTime":248.291,"endTime":251.708,"body":"in a car that I could buy?"},{"startTime":251.791,"endTime":255.375,"body":"Maybe not my car in, let's say,"},{"startTime":251.791,"endTime":255.375,"body":"five years, make that today?"},{"startTime":255.375,"endTime":258.958,"body":"Maybe very few people are thinking about,"},{"startTime":255.375,"endTime":258.958,"body":"I mean, example, right?"},{"startTime":258.958,"endTime":261.291,"body":"Five, ten years ago,"},{"startTime":258.958,"endTime":261.291,"body":"everybody talks about,"},{"startTime":261.291,"endTime":265.291,"body":"by 2020 you're going to have gesture"},{"startTime":261.291,"endTime":265.291,"body":"controls in your vehicle."},{"startTime":265.375,"endTime":269.125,"body":"I've seen very few that have it,"},{"startTime":265.375,"endTime":269.125,"body":"but everybody was excited about"},{"startTime":269.208,"endTime":273.75,"body":"what is it today that's not only kind of"},{"startTime":269.208,"endTime":273.75,"body":"like pie in the sky or wishful thinking,"},{"startTime":273.75,"endTime":277.833,"body":"but that you feel it's"},{"startTime":273.75,"endTime":277.833,"body":"going to be a reality in new vehicles."},{"startTime":277.833,"endTime":280.25,"body":"We could buy, let's say, in five, five"},{"startTime":277.833,"endTime":280.25,"body":"or ten years."},{"startTime":280.25,"endTime":283.041,"body":"Doesn't matter."},{"startTime":280.25,"endTime":283.041,"body":"But how do you see it in the future?"},{"startTime":283.041,"endTime":285.791,"body":"Yeah, I, I think firstly we have to"},{"startTime":285.791,"endTime":288.791,"body":"rethink what mobility is"},{"startTime":288.875,"endTime":292.875,"body":"and it comes in the experience"},{"startTime":288.875,"endTime":292.875,"body":"that you have when you take part."},{"startTime":292.958,"endTime":299.166,"body":"So traditionally you jump in your car,"},{"startTime":292.958,"endTime":299.166,"body":"you may connect your phone,"},{"startTime":299.25,"endTime":302.583,"body":"There's you're bringing your personal"},{"startTime":302.666,"endTime":306.5,"body":"preferences, personal choice,"},{"startTime":302.666,"endTime":306.5,"body":"whether it's infotainment, navigation,"},{"startTime":306.5,"endTime":309.708,"body":"you bring that with you"},{"startTime":306.5,"endTime":309.708,"body":"in on that journey."},{"startTime":309.791,"endTime":313.791,"body":"But but going forward,"},{"startTime":309.791,"endTime":313.791,"body":"we have to look at the whole experience"},{"startTime":313.791,"endTime":319.25,"body":"as a mobility experience,"},{"startTime":313.791,"endTime":319.25,"body":"as an extension of your preferences."},{"startTime":319.416,"endTime":322.5,"body":"So whether you are"},{"startTime":319.416,"endTime":322.5,"body":"taking public transport,"},{"startTime":322.541,"endTime":326.25,"body":"whether you're jumping into a vehicle,"},{"startTime":322.541,"endTime":326.25,"body":"that space"},{"startTime":326.333,"endTime":329.916,"body":"in the future"},{"startTime":326.333,"endTime":329.916,"body":"will become an entertainment space."},{"startTime":329.916,"endTime":333.708,"body":"It will become a business space,"},{"startTime":329.916,"endTime":333.708,"body":"it will become a communications space."},{"startTime":333.708,"endTime":338.166,"body":"And that's very different"},{"startTime":333.708,"endTime":338.166,"body":"to how we look at automobiles today."},{"startTime":338.166,"endTime":341.375,"body":"So, sure, you can you can have"},{"startTime":338.166,"endTime":341.375,"body":"entertainment in your vehicle today."},{"startTime":341.375,"endTime":344.833,"body":"You can have"},{"startTime":341.375,"endTime":344.833,"body":"you can take a call on your vehicle today."},{"startTime":344.916,"endTime":350.041,"body":"But really, it's a it's an add"},{"startTime":344.916,"endTime":350.041,"body":"on to a vehicle, whereas in the future,"},{"startTime":350.125,"endTime":353.125,"body":"that space will be designed and developed"},{"startTime":353.291,"endTime":355.958,"body":"primarily around those purposes."},{"startTime":355.958,"endTime":360.791,"body":"And a big driver for"},{"startTime":355.958,"endTime":360.791,"body":"this is all the autonomous vehicles."},{"startTime":361.0,"endTime":366.375,"body":"So and once you have that capability,"},{"startTime":361.0,"endTime":366.375,"body":"that space opens up"},{"startTime":366.458,"endTime":370.208,"body":"for endless possibilities"},{"startTime":366.458,"endTime":370.208,"body":"that you can do in that space."},{"startTime":370.208,"endTime":371.958,"body":"And that's where we play."},{"startTime":371.958,"endTime":374.375,"body":"So we're on the automotive side."},{"startTime":374.375,"endTime":377.833,"body":"We're very big in interior electronics"},{"startTime":377.916,"endTime":380.916,"body":"and how to make the best"},{"startTime":377.916,"endTime":380.916,"body":"use of that space."},{"startTime":381.041,"endTime":384.666,"body":"And and it says, as I mentioned,"},{"startTime":384.916,"endTime":388.791,"body":"autonomous is a big part of it,"},{"startTime":384.916,"endTime":388.791,"body":"but also electrification."},{"startTime":388.791,"endTime":392.25,"body":"So if you have to spend time"},{"startTime":388.791,"endTime":392.25,"body":"at a charging station,"},{"startTime":392.375,"endTime":397.0,"body":"which will be part of our future,"},{"startTime":392.375,"endTime":397.0,"body":"then what do you do during that time?"},{"startTime":397.0,"endTime":399.416,"body":"What do you do during that space?"},{"startTime":399.416,"endTime":402.708,"body":"Why not have a vehicle where everyone's"},{"startTime":399.416,"endTime":402.708,"body":"sitting together, chatting,"},{"startTime":402.916,"endTime":405.875,"body":"you know, continuing your eating whilst"},{"startTime":402.916,"endTime":405.875,"body":"you charging?"},{"startTime":405.875,"endTime":408.875,"body":"All of those things are our options"},{"startTime":405.875,"endTime":408.875,"body":"for the future."},{"startTime":408.958,"endTime":412.666,"body":"So is it then when I jump for a moment"},{"startTime":408.958,"endTime":412.666,"body":"to look at what China has done"},{"startTime":412.666,"endTime":414.166,"body":"over the last couple of years? Right."},{"startTime":414.166,"endTime":415.125,"body":"A heavy focus on"},{"startTime":415.125,"endTime":419.5,"body":"exactly what you just talked about,"},{"startTime":415.125,"endTime":419.5,"body":"infotainment ride, lots of screens,"},{"startTime":419.583,"endTime":422.916,"body":"lots of functions, lots of technology,"},{"startTime":419.583,"endTime":422.916,"body":"not only from a"},{"startTime":422.958,"endTime":426.375,"body":"from a drive train perspective,"},{"startTime":422.958,"endTime":426.375,"body":"but just from a what?"},{"startTime":426.375,"endTime":429.541,"body":"The consumer over there wants technology"},{"startTime":426.375,"endTime":429.541,"body":"in a vehicle."},{"startTime":429.541,"endTime":430.541,"body":"Right."},{"startTime":430.541,"endTime":433.208,"body":"Is it"},{"startTime":430.541,"endTime":433.208,"body":"is it damning in your vision that in five,"},{"startTime":433.208,"endTime":436.208,"body":"ten years"},{"startTime":433.208,"endTime":436.208,"body":"when the reality of autonomous vehicles"},{"startTime":436.208,"endTime":440.5,"body":"are there, there's still the push similar"},{"startTime":436.208,"endTime":440.5,"body":"to what we're seeing in China now"},{"startTime":440.5,"endTime":444.708,"body":"and other OEMs are picking up with more"},{"startTime":440.5,"endTime":444.708,"body":"and more displays in the vehicle."},{"startTime":444.708,"endTime":449.166,"body":"The software defined vehicle"},{"startTime":444.708,"endTime":449.166,"body":"allows you to essentially customize"},{"startTime":449.25,"endTime":452.5,"body":"what I like to do and when I have to wait"},{"startTime":449.25,"endTime":452.5,"body":"for charging, for example,"},{"startTime":452.5,"endTime":455.5,"body":"would you like to do"},{"startTime":452.5,"endTime":455.5,"body":"what somebody else likes to do"},{"startTime":455.666,"endTime":458.0,"body":"is still somewhat"},{"startTime":455.666,"endTime":458.0,"body":"how we can envision doing this"},{"startTime":458.0,"endTime":461.458,"body":"or other things today"},{"startTime":458.0,"endTime":461.458,"body":"that you already know that"},{"startTime":461.541,"endTime":464.875,"body":"will change that paradigm"},{"startTime":461.541,"endTime":464.875,"body":"or hold that whole trajectory again,"},{"startTime":464.875,"endTime":469.208,"body":"as we see it right now, in my opinion,"},{"startTime":464.875,"endTime":469.208,"body":"at least somewhat pushed by the Chinese"},{"startTime":469.208,"endTime":473.291,"body":"and by their success of their technology"},{"startTime":469.208,"endTime":473.291,"body":"into the vehicle"},{"startTime":473.375,"endTime":476.791,"body":"that I, I would say that"},{"startTime":473.375,"endTime":476.791,"body":"a lot of the things"},{"startTime":476.791,"endTime":480.625,"body":"that you're talking about are happening"},{"startTime":476.791,"endTime":480.625,"body":"in North America today already."},{"startTime":480.708,"endTime":484.708,"body":"So and it and I think a big part of it is"},{"startTime":484.791,"endTime":490.125,"body":"how do our customers differentiate"},{"startTime":484.791,"endTime":490.125,"body":"their vehicles in the future."},{"startTime":490.208,"endTime":493.0,"body":"So and historically,"},{"startTime":493.0,"endTime":496.875,"body":"when you purchased a vehicle,"},{"startTime":493.0,"endTime":496.875,"body":"the engine size tag"},{"startTime":496.875,"endTime":499.875,"body":"on the back of the vehicle"},{"startTime":496.875,"endTime":499.875,"body":"was how you chose your vehicle."},{"startTime":500.125,"endTime":503.0,"body":"But if you roll the dice forward"},{"startTime":503.0,"endTime":507.041,"body":"on electrification,"},{"startTime":503.0,"endTime":507.041,"body":"you can have an amazing"},{"startTime":507.041,"endTime":511.958,"body":"powertrain experience with an EV"},{"startTime":507.041,"endTime":511.958,"body":"and everybody can do that."},{"startTime":512.041,"endTime":516.25,"body":"So how does Company A differentiate"},{"startTime":512.041,"endTime":516.25,"body":"against company B?"},{"startTime":516.25,"endTime":520.166,"body":"And, you know, maybe Powertrain"},{"startTime":516.25,"endTime":520.166,"body":"isn't how they're going to differentiate."},{"startTime":520.166,"endTime":524.666,"body":"It's going to be"},{"startTime":520.166,"endTime":524.666,"body":"that in-vehicle experience"},{"startTime":524.75,"endTime":528.958,"body":"and you got to have the right"},{"startTime":524.75,"endTime":528.958,"body":"nobility solution that's got to get you"},{"startTime":528.958,"endTime":532.333,"body":"where you need to get and provide"},{"startTime":528.958,"endTime":532.333,"body":"an exhilarating experience."},{"startTime":532.333,"endTime":535.666,"body":"But but ultimately,"},{"startTime":532.333,"endTime":535.666,"body":"the consumers are going to be making"},{"startTime":535.666,"endTime":539.833,"body":"buying choices"},{"startTime":535.666,"endTime":539.833,"body":"based on the the whole vehicle experience."},{"startTime":539.958,"endTime":543.833,"body":"So we see that starting to happen today"},{"startTime":539.958,"endTime":543.833,"body":"already."},{"startTime":544.041,"endTime":547.75,"body":"And the significant increase"},{"startTime":544.041,"endTime":547.75,"body":"in the number of screens,"},{"startTime":547.75,"endTime":552.208,"body":"the size of the displays,"},{"startTime":547.75,"endTime":552.208,"body":"the functionalities that you have"},{"startTime":552.291,"endTime":556.541,"body":"that's happening that's available today"},{"startTime":552.291,"endTime":556.541,"body":"and that will just continue."},{"startTime":556.625,"endTime":561.0,"body":"I think the"},{"startTime":556.625,"endTime":561.0,"body":"you know, the China market has been key"},{"startTime":561.0,"endTime":566.208,"body":"to the progression of that,"},{"startTime":561.0,"endTime":566.208,"body":"but it's really happening everywhere."},{"startTime":566.291,"endTime":566.833,"body":"All right."},{"startTime":566.833,"endTime":571.583,"body":"The point what when you when"},{"startTime":566.833,"endTime":571.583,"body":"when I talk and talk about connectivity,"},{"startTime":571.583,"endTime":573.125,"body":"I always go back to like the beginning"},{"startTime":573.125,"endTime":576.916,"body":"of the 2000s when I got to start"},{"startTime":573.125,"endTime":576.916,"body":"to get involved in telematics."},{"startTime":576.916,"endTime":577.125,"body":"Right."},{"startTime":577.125,"endTime":581.791,"body":"So the early on, from what we call today,"},{"startTime":577.125,"endTime":581.791,"body":"connectivity and back then,"},{"startTime":581.875,"endTime":584.666,"body":"I don't think we have 3G just yet,"},{"startTime":581.875,"endTime":584.666,"body":"but we all talked about"},{"startTime":584.666,"endTime":588.5,"body":"we need higher throughput,"},{"startTime":584.666,"endTime":588.5,"body":"you know, all the stuff we can do."},{"startTime":588.5,"endTime":589.416,"body":"It's going to be amazing."},{"startTime":589.416,"endTime":592.875,"body":"If we just had 3G and 3G came"},{"startTime":592.958,"endTime":596.708,"body":"and obviously we need more than 4G"},{"startTime":592.958,"endTime":596.708,"body":"came we at all, if we just could."},{"startTime":596.791,"endTime":598.416,"body":"Now we're at 5G, right?"},{"startTime":598.416,"endTime":599.458,"body":"Is there still more?"},{"startTime":599.458,"endTime":604.083,"body":"Can we still do more if we had even more"},{"startTime":599.458,"endTime":604.083,"body":"bandwidth, even less latency?"},{"startTime":604.166,"endTime":607.041,"body":"And if so, what are somebody saying stats."},{"startTime":607.041,"endTime":609.625,"body":"I'm not aware of"},{"startTime":607.041,"endTime":609.625,"body":"what else I would want in my car."},{"startTime":609.625,"endTime":612.041,"body":"I mean, I can already watch movies."},{"startTime":612.041,"endTime":614.791,"body":"I can already more or less"},{"startTime":612.041,"endTime":614.791,"body":"hold business meetings"},{"startTime":614.791,"endTime":618.166,"body":"even if video's not while I'm driving,"},{"startTime":614.791,"endTime":618.166,"body":"of course, etc.."},{"startTime":618.166,"endTime":623.041,"body":"But what is what is the next generation"},{"startTime":618.166,"endTime":623.041,"body":"of connectivity allowing us to do that?"},{"startTime":623.041,"endTime":627.75,"body":"Today, Our listeners and myself don't"},{"startTime":623.041,"endTime":627.75,"body":"necessarily have a line of sight to the I."},{"startTime":627.75,"endTime":628.416,"body":"Great question."},{"startTime":628.416,"endTime":634.458,"body":"So am it in terms of connectivity"},{"startTime":628.416,"endTime":634.458,"body":"between the vehicle you"},{"startTime":634.541,"endTime":638.875,"body":"you know, we've all been talking"},{"startTime":634.541,"endTime":638.875,"body":"about connectivity from V to X"},{"startTime":638.958,"endTime":644.083,"body":"and primarily on a safety"},{"startTime":638.958,"endTime":644.083,"body":"and traffic efficiency point of view"},{"startTime":644.166,"endTime":648.166,"body":"so that those technologies"},{"startTime":644.166,"endTime":648.166,"body":"are are coming fast."},{"startTime":648.25,"endTime":652.166,"body":"But in addition to that,"},{"startTime":648.25,"endTime":652.166,"body":"we have to think about the"},{"startTime":652.25,"endTime":657.125,"body":"just the mass of data that's"},{"startTime":652.25,"endTime":657.125,"body":"going to be available on the vehicle."},{"startTime":657.208,"endTime":661.041,"body":"And so here in the future, having 1015"},{"startTime":661.291,"endTime":664.291,"body":"high definition cameras is providing"},{"startTime":664.541,"endTime":668.208,"body":"huge amounts of data"},{"startTime":664.541,"endTime":668.208,"body":"to the processor on board,"},{"startTime":668.208,"endTime":671.208,"body":"but also available for offshore processing"},{"startTime":671.25,"endTime":674.666,"body":"is also going to drive the need for some"},{"startTime":674.833,"endTime":678.958,"body":"some pretty significant communication"},{"startTime":674.833,"endTime":678.958,"body":"and bandwidth increases."},{"startTime":679.083,"endTime":682.791,"body":"And some of that will be driven"},{"startTime":679.083,"endTime":682.791,"body":"by consumer preference."},{"startTime":682.791,"endTime":685.875,"body":"So infotainment requirements"},{"startTime":682.791,"endTime":685.875,"body":"streaming those sort of things."},{"startTime":685.875,"endTime":691.666,"body":"But but also about from an assurance"},{"startTime":685.875,"endTime":691.666,"body":"point of view where if from"},{"startTime":691.75,"endTime":694.416,"body":"if you think about it,"},{"startTime":691.75,"endTime":694.416,"body":"if you've had an accident and all that"},{"startTime":694.416,"endTime":699.0,"body":"data is available instantly"},{"startTime":694.416,"endTime":699.0,"body":"to all parties, all of those things"},{"startTime":699.083,"endTime":702.125,"body":"that will will drive"},{"startTime":699.083,"endTime":702.125,"body":"that increase on the amount of data"},{"startTime":702.125,"endTime":705.833,"body":"that's being used,"},{"startTime":702.125,"endTime":705.833,"body":"the availability of that data that."},{"startTime":705.875,"endTime":708.75,"body":"So there's a lot to come there. Okay."},{"startTime":708.75,"endTime":711.666,"body":"I may be kind of adding to that data"},{"startTime":708.75,"endTime":711.666,"body":"and to sensors."},{"startTime":711.666,"endTime":715.5,"body":"I mean, years ago"},{"startTime":711.666,"endTime":715.5,"body":"when when Google first came out, right,"},{"startTime":715.5,"endTime":719.916,"body":"and had their autonomous vehicles"},{"startTime":715.5,"endTime":719.916,"body":"driving around, I always maintain"},{"startTime":719.916,"endTime":724.0,"body":"it's a perfect match for Google"},{"startTime":719.916,"endTime":724.0,"body":"because Google is all about data."},{"startTime":724.0,"endTime":728.208,"body":"Now. It's, you know, online"},{"startTime":724.0,"endTime":728.208,"body":"or on your a smartphone or smart device."},{"startTime":728.291,"endTime":733.375,"body":"But now you have a vehicle that drives"},{"startTime":728.291,"endTime":733.375,"body":"through all sorts of different areas,"},{"startTime":733.458,"endTime":738.25,"body":"collects terabytes"},{"startTime":733.458,"endTime":738.25,"body":"and terabytes of data, and Google"},{"startTime":738.333,"endTime":742.875,"body":"taking this, turning this around"},{"startTime":738.333,"endTime":742.875,"body":"and selling this data to who knows who."},{"startTime":742.875,"endTime":743.166,"body":"Right."},{"startTime":743.166,"endTime":746.166,"body":"Traffic routers, emergency"},{"startTime":746.166,"endTime":749.166,"body":"vehicles, advertisers,"},{"startTime":746.166,"endTime":749.166,"body":"blah, blah, blah, blah, blah."},{"startTime":749.208,"endTime":753.041,"body":"Can we see that as as a future as well"},{"startTime":749.208,"endTime":753.041,"body":"in in what"},{"startTime":753.041,"endTime":756.166,"body":"the traditional people"},{"startTime":753.041,"endTime":756.166,"body":"or maybe even a company like"},{"startTime":756.166,"endTime":759.375,"body":"yours is suddenly then"},{"startTime":756.166,"endTime":759.375,"body":"collecting some of this state?"},{"startTime":759.375,"endTime":762.875,"body":"And then my next question is using AI"},{"startTime":759.375,"endTime":762.875,"body":"and how much is A.I."},{"startTime":762.875,"endTime":764.208,"body":"use today already?"},{"startTime":764.208,"endTime":764.541,"body":"Yeah."},{"startTime":764.541,"endTime":770.791,"body":"So I guess firstly on the air I topic"},{"startTime":764.541,"endTime":770.791,"body":"AI is going to be part of everything"},{"startTime":770.791,"endTime":775.041,"body":"that we all do going forward"},{"startTime":770.791,"endTime":775.041,"body":"and there's so much potential to leverage."},{"startTime":775.041,"endTime":780.958,"body":"I thought whether it's on the efficiency"},{"startTime":775.041,"endTime":780.958,"body":"of development processes,"},{"startTime":780.958,"endTime":785.166,"body":"software generation"},{"startTime":780.958,"endTime":785.166,"body":"and you know, the mass of data"},{"startTime":785.166,"endTime":788.291,"body":"that we talked about that you are having"},{"startTime":785.166,"endTime":788.291,"body":"to take on board through all the sensing"},{"startTime":788.291,"endTime":791.541,"body":"streams to with false processing solutions"},{"startTime":791.666,"endTime":795.75,"body":"that that is becoming"},{"startTime":791.666,"endTime":795.75,"body":"and will be a main part of what we do."},{"startTime":795.833,"endTime":798.833,"body":"But there are some challenges around"},{"startTime":795.833,"endTime":798.833,"body":"AI that we need to consider."},{"startTime":799.041,"endTime":802.0,"body":"For example, algorithms"},{"startTime":799.041,"endTime":802.0,"body":"that have developed through"},{"startTime":802.0,"endTime":805.791,"body":"I have an IP challenges, who owns those."},{"startTime":806.041,"endTime":809.666,"body":"So we have to be careful as businesses,"},{"startTime":809.791,"endTime":812.25,"body":"the core of what we do"},{"startTime":809.791,"endTime":812.25,"body":"is generation of IP."},{"startTime":812.25,"endTime":816.958,"body":"And so that that is a big part of"},{"startTime":812.25,"endTime":816.958,"body":"what we need to think about in the future."},{"startTime":817.125,"endTime":822.083,"body":"So then when you when you look at that"},{"startTime":817.125,"endTime":822.083,"body":"moving sensor, right, going back to"},{"startTime":822.125,"endTime":826.375,"body":"my email, there's always was fascinated"},{"startTime":822.125,"endTime":826.375,"body":"when I first started thinking about it"},{"startTime":826.375,"endTime":830.125,"body":"by the possibility"},{"startTime":826.375,"endTime":830.125,"body":"of the state of this real world sensors"},{"startTime":830.125,"endTime":835.083,"body":"that is not mounted on a pool"},{"startTime":830.125,"endTime":835.083,"body":"or or sitting in a device,"},{"startTime":835.083,"endTime":839.458,"body":"but literally moving and collecting data"},{"startTime":835.083,"endTime":839.458,"body":"to sort of agree what what"},{"startTime":839.458,"endTime":843.208,"body":"today already happens with crowdsourced"},{"startTime":839.458,"endTime":843.208,"body":"traffic information and everything else."},{"startTime":843.208,"endTime":845.458,"body":"But now we're talking"},{"startTime":843.208,"endTime":845.458,"body":"cameras and information."},{"startTime":845.458,"endTime":847.375,"body":"Are people movement and"},{"startTime":847.375,"endTime":850.625,"body":"exact weather and temperature conditions"},{"startTime":847.375,"endTime":850.625,"body":"and all that stuff."},{"startTime":850.708,"endTime":856.583,"body":"Are these already import stats"},{"startTime":850.708,"endTime":856.583,"body":"that you guys are having products"},{"startTime":856.583,"endTime":860.333,"body":"with that you offer to your consumers"},{"startTime":856.583,"endTime":860.333,"body":"or that that you're working with?"},{"startTime":860.333,"endTime":865.291,"body":"If you can share a little bit about that,"},{"startTime":860.333,"endTime":865.291,"body":"I, I would say the majority"},{"startTime":865.291,"endTime":870.791,"body":"of what we do is providing the technology"},{"startTime":865.291,"endTime":870.791,"body":"that enables these things to happen."},{"startTime":870.833,"endTime":874.75,"body":"So as as an electronics manufacturer,"},{"startTime":870.833,"endTime":874.75,"body":"we need to make sure"},{"startTime":874.833,"endTime":878.583,"body":"we have the right"},{"startTime":874.833,"endTime":878.583,"body":"communication modules and chips available."},{"startTime":878.583,"endTime":882.208,"body":"We have the right hardware technology"},{"startTime":878.583,"endTime":882.208,"body":"that's going to interface"},{"startTime":882.208,"endTime":885.541,"body":"with the new communication protocols"},{"startTime":882.208,"endTime":885.541,"body":"that work."},{"startTime":885.541,"endTime":890.416,"body":"So we we're engaged and involved"},{"startTime":885.541,"endTime":890.416,"body":"in that type of technology"},{"startTime":890.416,"endTime":893.125,"body":"development"},{"startTime":890.416,"endTime":893.125,"body":"to make sure we have the right product"},{"startTime":893.125,"endTime":895.041,"body":"because ultimately"},{"startTime":893.125,"endTime":895.041,"body":"we're a product company."},{"startTime":895.041,"endTime":899.0,"body":"And so we have to keep close"},{"startTime":895.041,"endTime":899.0,"body":"to these technical direction"},{"startTime":899.041,"endTime":902.666,"body":"trends to make sure our product lineup"},{"startTime":899.041,"endTime":902.666,"body":"is going to match."},{"startTime":902.666,"endTime":904.416,"body":"So yes, we're involved."},{"startTime":904.416,"endTime":909.875,"body":"We were involved with our"},{"startTime":904.416,"endTime":909.875,"body":"with our customers, with industry groups"},{"startTime":909.875,"endTime":914.583,"body":"to yeah, and key suppliers to make sure"},{"startTime":909.875,"endTime":914.583,"body":"that we know what those trends are"},{"startTime":914.583,"endTime":918.916,"body":"and we can make sure our product ranges"},{"startTime":914.583,"endTime":918.916,"body":"are going to be appropriate."},{"startTime":919.0,"endTime":921.25,"body":"And okay, let's go back again."},{"startTime":921.25,"endTime":924.541,"body":"We talked about a little bit about China"},{"startTime":921.25,"endTime":924.541,"body":"and the tremendous advancements"},{"startTime":924.541,"endTime":927.208,"body":"they have made in connectivity,"},{"startTime":924.541,"endTime":927.208,"body":"infotainment,"},{"startTime":927.208,"endTime":929.208,"body":"the in-vehicle to cabin experience."},{"startTime":929.208,"endTime":932.083,"body":"When you look at it from"},{"startTime":929.208,"endTime":932.083,"body":"from your current perspective"},{"startTime":932.083,"endTime":935.583,"body":"as CTO,"},{"startTime":932.083,"endTime":935.583,"body":"when you look at the technology roadmap,"},{"startTime":935.666,"endTime":940.583,"body":"which which country or countries,"},{"startTime":935.666,"endTime":940.583,"body":"I'm not talking OEMs or whatever"},{"startTime":940.791,"endTime":944.125,"body":"aren't trees, what do you think will lead"},{"startTime":940.791,"endTime":944.125,"body":"in this space as it is?"},{"startTime":944.125,"endTime":947.375,"body":"Will it continue to be China,"},{"startTime":944.125,"endTime":947.375,"body":"that sort of EVs?"},{"startTime":947.375,"endTime":949.583,"body":"Right now they're at the spotlight,"},{"startTime":947.375,"endTime":949.583,"body":"right? Focus not."},{"startTime":949.583,"endTime":951.0,"body":"And even though I completely agree"},{"startTime":951.0,"endTime":954.208,"body":"with you, other regions, Europe"},{"startTime":951.0,"endTime":954.208,"body":"and and certainly U.S."},{"startTime":954.25,"endTime":958.375,"body":"have been playing in this space as well,"},{"startTime":954.25,"endTime":958.375,"body":"maybe not as as a Labrador"},{"startTime":958.375,"endTime":963.625,"body":"as externally in but which which region,"},{"startTime":958.375,"endTime":963.625,"body":"if we take Europe, the U.S."},{"startTime":963.625,"endTime":965.291,"body":"and China for a moment or Asia?"},{"startTime":965.291,"endTime":968.541,"body":"I just leave it with Asia, me or China"},{"startTime":965.291,"endTime":968.541,"body":"and the rest of Asia."},{"startTime":968.541,"endTime":971.833,"body":"What do those four which ones do you see?"},{"startTime":971.833,"endTime":976.666,"body":"What will lead us into the next generation"},{"startTime":971.833,"endTime":976.666,"body":"of in-vehicle experience?"},{"startTime":976.666,"endTime":978.75,"body":"Technologies reported in that field."},{"startTime":978.75,"endTime":981.958,"body":"So I think China is a really,"},{"startTime":978.75,"endTime":981.958,"body":"really interesting market"},{"startTime":981.958,"endTime":987.583,"body":"because they historically for automobiles,"},{"startTime":981.958,"endTime":987.583,"body":"it's been a rapidly expanding market."},{"startTime":987.583,"endTime":991.125,"body":"And so when you are in"},{"startTime":987.583,"endTime":991.125,"body":"in that environment,"},{"startTime":991.208,"endTime":995.875,"body":"the the acceptance of new technology"},{"startTime":991.208,"endTime":995.875,"body":"is is much greater,"},{"startTime":995.916,"endTime":1000.25,"body":"whereas in a a traditional"},{"startTime":995.916,"endTime":1000.25,"body":"established market in North America,"},{"startTime":1000.333,"endTime":1006.083,"body":"people have expectations, familiarity"},{"startTime":1000.333,"endTime":1006.083,"body":"and people will make buying choices"},{"startTime":1006.083,"endTime":1011.5,"body":"based on, you know, I want the"},{"startTime":1006.083,"endTime":1011.5,"body":"the wiper stalk to be on the same side"},{"startTime":1011.583,"endTime":1015.375,"body":"so that we in our local markets,"},{"startTime":1015.375,"endTime":1019.791,"body":"we deal with a different set"},{"startTime":1015.375,"endTime":1019.791,"body":"of expectations."},{"startTime":1019.875,"endTime":1023.416,"body":"And so I think the real question for China"},{"startTime":1023.416,"endTime":1027.666,"body":"is, does that growth rate continue?"},{"startTime":1027.75,"endTime":1032.416,"body":"There are some pretty strong headwinds"},{"startTime":1027.75,"endTime":1032.416,"body":"and we'll see how that plays out."},{"startTime":1032.5,"endTime":1035.375,"body":"But I think there is always a"},{"startTime":1035.375,"endTime":1039.625,"body":"a culture for acceptance of new technology"},{"startTime":1035.375,"endTime":1039.625,"body":"that exists in those markets"},{"startTime":1039.625,"endTime":1043.875,"body":"that that is likely"},{"startTime":1039.625,"endTime":1043.875,"body":"to maintain them in the forefront."},{"startTime":1044.041,"endTime":1045.458,"body":"Maybe the rate will change."},{"startTime":1045.458,"endTime":1049.708,"body":"But but conceptually, I think"},{"startTime":1045.458,"endTime":1049.708,"body":"they'll still be they'll still be there."},{"startTime":1049.708,"endTime":1050.625,"body":"Yeah. Yeah."},{"startTime":1050.625,"endTime":1053.166,"body":"But the different culture"},{"startTime":1050.625,"endTime":1053.166,"body":"I'd were were changes"},{"startTime":1053.166,"endTime":1055.708,"body":"and all that stuff can be built upon"},{"startTime":1053.166,"endTime":1055.708,"body":"faster."},{"startTime":1055.708,"endTime":1057.041,"body":"Me Yeah. Good point."},{"startTime":1057.041,"endTime":1058.541,"body":"Two more questions, Mike, for you."},{"startTime":1058.541,"endTime":1063.083,"body":"One, you've mentioned in your introduction"},{"startTime":1058.541,"endTime":1063.083,"body":"you worked mainly in Powertrain before."},{"startTime":1063.083,"endTime":1069.166,"body":"You now move to Alps Alpine"},{"startTime":1063.083,"endTime":1069.166,"body":"Compare for a moment the commonality"},{"startTime":1069.166,"endTime":1073.041,"body":"between those two technology areas,"},{"startTime":1069.166,"endTime":1073.041,"body":"but also the differences."},{"startTime":1073.208,"endTime":1077.583,"body":"And I think Powertrain is,"},{"startTime":1073.208,"endTime":1077.583,"body":"is obviously a fascinating market"},{"startTime":1077.583,"endTime":1081.125,"body":"and an industry"},{"startTime":1077.583,"endTime":1081.125,"body":"that's it's sort of at my heart as well."},{"startTime":1081.25,"endTime":1085.333,"body":"But and what I see in in the powertrain"},{"startTime":1085.333,"endTime":1089.958,"body":"is a convergence of technologies"},{"startTime":1085.333,"endTime":1089.958,"body":"so that there are"},{"startTime":1090.041,"endTime":1094.375,"body":"the electrification is and is fantastic"},{"startTime":1090.041,"endTime":1094.375,"body":"and there's a lot to be done there."},{"startTime":1094.583,"endTime":1097.583,"body":"Hydrogen fuel cells don't have."},{"startTime":1097.625,"endTime":1102.5,"body":"But as I mentioned before,"},{"startTime":1097.625,"endTime":1102.5,"body":"I see that in the"},{"startTime":1102.625,"endTime":1106.458,"body":"in vehicle space"},{"startTime":1102.625,"endTime":1106.458,"body":"there is so much more to come."},{"startTime":1106.541,"endTime":1110.75,"body":"And so for me, that's really"},{"startTime":1106.541,"endTime":1110.75,"body":"what makes that that area so exciting."},{"startTime":1110.833,"endTime":1115.791,"body":"You know, it's an area where we have not"},{"startTime":1110.833,"endTime":1115.791,"body":"seen that level of change in in decades."},{"startTime":1115.791,"endTime":1116.666,"body":"So for"},{"startTime":1116.666,"endTime":1120.25,"body":"both for me and the industry that I'm in,"},{"startTime":1116.666,"endTime":1120.25,"body":"I think it's a really exciting time."},{"startTime":1120.458,"endTime":1122.916,"body":"Okay. Well, excellent."},{"startTime":1122.916,"endTime":1124.416,"body":"Final question for you, Mike."},{"startTime":1124.416,"endTime":1126.791,"body":"What's the next car"},{"startTime":1124.416,"endTime":1126.791,"body":"you're going to buy and why?"},{"startTime":1126.791,"endTime":1127.791,"body":"Great question."},{"startTime":1127.791,"endTime":1129.25,"body":"I honestly don't know."},{"startTime":1129.25,"endTime":1132.791,"body":"I'm not that far off buying a new car"},{"startTime":1129.25,"endTime":1132.791,"body":"and I'm still going through"},{"startTime":1132.791,"endTime":1135.791,"body":"what I really love the idea of the DVD."},{"startTime":1135.791,"endTime":1140.375,"body":"I don't have an easy yet, and I think now"},{"startTime":1135.791,"endTime":1140.375,"body":"is probably the right time."},{"startTime":1140.375,"endTime":1146.958,"body":"So probably in the okay and the"},{"startTime":1140.375,"endTime":1146.958,"body":"why is it the environment?"},{"startTime":1146.958,"endTime":1150.541,"body":"Is it the just a new technology?"},{"startTime":1150.541,"endTime":1154.75,"body":"Because you and I both love technology"},{"startTime":1150.541,"endTime":1154.75,"body":"as we just kind of explored here."},{"startTime":1154.75,"endTime":1158.0,"body":"Is it the different driving style"},{"startTime":1154.75,"endTime":1158.0,"body":"because you served me again,"},{"startTime":1158.0,"endTime":1161.708,"body":"you've been in Powertrain,"},{"startTime":1158.0,"endTime":1161.708,"body":"so you've developed or were involved"},{"startTime":1161.708,"endTime":1168.291,"body":"with gasoline engines and other types"},{"startTime":1161.708,"endTime":1168.291,"body":"of the former main driving technology."},{"startTime":1168.375,"endTime":1171.833,"body":"What's the main reason for an easy or"},{"startTime":1168.375,"endTime":1171.833,"body":"is it a combination of all of them here?"},{"startTime":1171.875,"endTime":1175.375,"body":"I think primarily it's it's"},{"startTime":1171.875,"endTime":1175.375,"body":"technical interest."},{"startTime":1175.375,"endTime":1179.458,"body":"I mean, as you"},{"startTime":1175.375,"endTime":1179.458,"body":"I'm sure you've driven many vehicles"},{"startTime":1179.541,"endTime":1184.708,"body":"and it's a different experience,"},{"startTime":1179.541,"endTime":1184.708,"body":"but I I'd like to be able to say"},{"startTime":1184.708,"endTime":1187.708,"body":"I've lived it and speak from experience."},{"startTime":1187.708,"endTime":1189.291,"body":"Yeah, that's great."},{"startTime":1189.291,"endTime":1193.75,"body":"Thank you so much for joining us"},{"startTime":1189.291,"endTime":1193.75,"body":"and helping us"},{"startTime":1193.833,"endTime":1196.833,"body":"to gather with you, reimagine mobility"},{"startTime":1193.833,"endTime":1196.833,"body":"going forward."},{"startTime":1196.875,"endTime":1200.083,"body":"Thank you,"},{"startTime":1196.875,"endTime":1200.083,"body":"Mike. Great. Thanks for your time."},{"startTime":1200.166,"endTime":1202.625,"body":"Thanks for listening to Reimagine"},{"startTime":1200.166,"endTime":1202.625,"body":"Mobility Podcast."},{"startTime":1202.625,"endTime":1205.25,"body":"If you like this episode,"},{"startTime":1202.625,"endTime":1205.25,"body":"please subscribe and tell a friend."}]}