Vehicle Technology & Mobility Insights
Investment Driving Change and Enabling High Growth
Based on insights from Baird’s inaugural Vehicle Technology & Mobility conference, our Global Investment Banking summarizes why the sector is in a new phase of acceleration, including:
- We are at an inflexion point – the multi-decade transition starts now
- Different strategies for traditional and EV OEMs – both are investing heavily
- New business and capital formation – 47 SPAC mergers worth $130bn
- Direct-to-consumer / e-commerce rapidly growing as a channel of choice
- Solving problems across B2C and B2B ecosystems with technology & software
- Higher content per vehicle opportunities across OEM and aftermarket channels.