Because Amazon is a threat to auto manufacturers and transportation companies

Because Amazon is a threat to auto manufacturers and transportation companies

According to a Reuters analysis, Amazon has more than 210 transportation patents covering everything from drones to automated land vehicles.

Amazon risks becoming a real disruptive phenomenon in freight transport, effectively threatening car manufacturers, freight companies and delivery companies. How? Thanks to its own 'logistic ecosystem' that it is realizing by investing in promising start-ups of electric and autonomous vehicles, Amazon could reduce shipping costs to the point that partners like UPS would end up becoming competitors.

AMAZON PURCHASES ANOTHER 12 CARGO AIRCRAFT

The plan is proceeding quickly, so much so that during the week, the giant led by Jeff Bezos announced the purchase of 12 new cargo planes for its fleet. According to Business Insider "one has already been delivered and the other 11 will arrive in 2021" for a total of 81 aircraft. “ATSG will insure, hire and staff additional aircraft. Amazon collaborates with ATSG, Atlas Air and, more recently, Sun Country to pilot its internal aircraft fleet. "

"Amazon Air is critical to ensuring fast delivery for our customers, both in the current environment we are facing, and beyond – said Sarah Rhoads, vice president of Amazon Global Air, in a statement -. At a time when many of our customers rely on us to get what they need without leaving home, the expansion of our dedicated airline network ensures the ability to deliver what our customers want: excellent selection, low prices and high shipping speeds ".

IN ADVANCED NEGOTIATIONS TO PURCHASE ZOOX

Not only. Amazon is in advanced negotiations to purchase a technology startup for Zoox autonomous driving, the Wall Street Journal reported this week. The deal, if it were to go through, would follow large investments in another automated driving startup, Aurora Innovation, and Rivian, an electric truck manufacturer.

Of course, the news "sparked a wave of speculation among investors and experts," Axios said, pointing out that automatic guidance technology is "a natural extension" of Amazon's efforts to build its own logistics network, and could save money. the giant more than $ 20 billion a year on shipments, according to Morgan Stanley analysts on May 27. In short, "Amazon is becoming a 'clear competitor' for companies like Tesla and GM, while UPS and FedEx 'will have to respond to keep up'."

“We often hear from investors that Tesla could potentially be the transportation Amazon. But what if Amazon was the Transportation Amazon? ”Asked Adam Jonas, Morgan Stanley's automotive industry analyst, in a May 17 report.

DOES THE ROAD TO RIDE-SHARING AND FOOD DELIVERY OPEN?

The purchase of Zoox could potentially open the door to the American giant to compete in the sector of ride-sharing and food delivery. Discounted ride-sharing for Prime members, for example, could help Amazon attract and retain more customers, Morgan Stanley suggested.

OVER 210 PATENTS FOR TRANSPORT

According to a Reuters analysis, Amazon has more than 210 transportation patents covering everything from drones to automated land vehicles. Among them is a 2017 patent to provide an on-demand transportation service through a network of automated guided vehicles, Reuters reported.

A more likely scenario, according to Guidehouse Insights analyst Sam Abuelsamid, is that Amazon could convert Zoox's planned robo-taxi into an automated delivery van that would act as a mobile version of its lockers to store the goods.

Rivian, who already has a contract to build 100,000 electric delivery vans for Amazon, could also build these smaller vehicles, Abuelsamid admitted.


This is a machine translation from Italian language of a post published on Start Magazine at the URL https://www.startmag.it/mondo/perche-amazon-e-una-minaccia-per-case-automobilistiche-e-societa-di-trasporto/?utm_source=rss&utm_medium=rss&utm_campaign=perche-amazon-e-una-minaccia-per-case-automobilistiche-e-societa-di-trasporto on Sun, 07 Jun 2020 05:47:04 +0000.