Siddharth Bansal is a first-year MBA student at UCLA Anderson, specializing in technology,

1. Team Introduction (AnderNet of Things) Siddharth Bansal is a first-year MBA student at UCLA Anderson, specializing in technology, marketing and strategy. He did his undergrad in Computer Science Engineering and has five years of experience in software development and product domain, working with healthcare and automotive clients. As a developer, he has worked across various emerging and legacy technologies and has experience managing products across various phases of the product lifecycle. Most recently, he worked as a strategy intern, helping formulate growth and portfolio strategies and conducting market research. These experiences drive Siddharth’s passion for developing innovative and sustainable products that address customer needs. Siqi Chen is a first-year MBA student at UCLA Anderson specializing in technology and strategy & operations. After finishing his degree in Quantitative Finance from Erasmus University in Rotterdam (the Netherlands), he worked as a consultant at PWC and at Accenture. In this capacity, he worked on consulting engagements in the area of financial instruments valuation, financial risk management and data analytics for large financial institutions. Siqi has a strong background in Finance, data management, project management and IT. He is proficient in programming languages such as R, MATLAB and SQL. Tanjeet Sehgal is a first-year MBA student at UCLA Anderson interested in the technology space. He did his undergrad in Mechanical Engineering and post that he led strategic consulting and market intelligence projects for Strategy and Product teams in technology, healthcare, CPG, and life sciences industries. He has an extensive experience in domains such as competitor benchmarking, product roadmap, product strategies, opportunity assessment, go-to-market strategy, sales activation, customer insights, trends analysis, and business growth. He is passionate about leveraging market insights and customer-focused data analysis to drive product innovation and improvement. Siddharth Bansal Siqi Chen Tanjeet Sehgal

2. Executive Summary This presentation provides an analysis and evaluation of the autonomous vehicle industry in 2025, given that the government has mandated vehicles must be at least semi-autonomous to ensure passenger safety. Here we have also highlighted how Cisco can utilize its current product portfolio and expand its future product offering either via organic and inorganic growth strategies to better position itself. We have used secondary research and compiled data from various sources to come up with a robust analysis of industry trends to help Cisco offer innovative solutions in this changing industry. We have found that three particular segments which are Cybersecurity, Connected Roadways/ Smart Infrastructure and Advanced Driver Assistance Systems have the most growth potential and align well with Cisco's current and future capabilities. We recommend that Cisco leverage its existing product offering and possibly look at the acquisition of small start-ups and partnering with established firms to accelerate their presence in the autonomous vehicle market.

3. Key Stakeholders in the Autonomous Driving Market Network Component Providers IoT Infrastructure Providers Vehicular Data Platform Providers Service Providing Apps Automotive OEMs Automotive Data Collectors Providers of hardware, firmware, processors, etc. Providers of switches, routers, hubs, etc. Cloud, security, and location -based service providers Vehicle diagnostics, driver monitoring, and fuel efficiency management apps Car manufacturers and suppliers of automotive parts Usage-based insurance companies Key Addressable Segments for Cisco

4. Major Use Cases: High Growth vs. High Opportunity Areas High Growth Cybersecurity AR/VR Mobility Solutions Advanced Driver Assistance Systems Telematics Voice-Based Assistant Connected Roadways/ Infrastructure Behavior Prediction Mobility-as-a-Service Low Opportunity High Opportunity Driver Monitoring Solutions Automotive Cloud Infotainment Domain Controllers Low Growth

5. Cybersecurity As the new mobility system for autonomous transportation become more complex, the cybersecurity market needs to keep up rapidly. The increase in the amount of ECU’s and the level of connectivity provides new opportunities for malicious software. Clear guidelines set for all suppliers in the cybersecurity market. Software and hardware built and regularly updated with security in mind. Firewall implemented to protect vehicle’s critical ECU’s. 2025 2019 KEY TECHNOLOGIES KEY APPLICATIONS COMPETITIVE LANDSCAPE Detect, manage, mitigate and respond to cyberattacks on connected vehicles High maturity Vehicle to everything (V2X) network protection Real-time Risk monitoring and threat inspection Address privacy concerns with End-to-end protection for data breaches ECU and Hardware Security Module (HSM) Protection Timely cut off V2X connectivity in case of cybersecurity breach. Low maturity Firewall Protection

6. Connected Roadways/ Smart Infrastructure Strong interest from government authorities and technology players to develop and implement connected roadways and connected vehicles solutions to address the growing road accidents A well-established connected roadways ecosystem across the US with vehicles effectively communicating with other vehicles and road infrastructure 2025 2019 KEY TECHNOLOGIES KEY APPLICATIONS COMPETITIVE LANDSCAPE Established Vehicle to everything (V2X) Connectivity Alerts on weather condition, traffic, lane closures, and work zones Real-time Data Capturing Automated traffic management and signal programming Predictive Analytics Real-time and automated emergency responses, such as air bag deployment High-Speed Wireless Communication Emerging

7. Advanced Driver Assistance Systems Rising need for safer driving conditions and increased demand for comfort while driving fosters the current advanced driver assistance systems (ADAS) market which is currently estimated at $48B Regulatory and consumer interest in safety applications that protect drivers and reduce accidents will fuel the future ADAS market which is projected to be $156B by 2025 2025 2019 KEY TECHNOLOGIES KEY APPLICATIONS COMPETITIVE LANDSCAPE Drowsiness monitor system Blind spot object detection system Lane departure warning system Road Sign Recognition Forward Collision Warning Established Automotive Cloud Artificial Intelligence Predictive Analytics High-Speed Wireless Communication Emerging

8. Relevant User Personas Adaptability High Medium High Low Resource Availability High High High Low High Low Medium Low Innovation Implementation Time Medium High Medium High

9. Proposed Solutions Use Cases/Growth Strategies Organic Growth Strategies Inorganic Growth Strategies Merger & Acquisitions Partnership/Collaboration Existing Cisco Product/Services Cybersecurity • IoT Networking • Jasper Control Center • IoT Management • Application Enablement • Iox and Fog Application • IoT Security • Kinetic • Extended Enterprise • Harman • NXP • Karamba • Argus Connected Roadways/ Smart Infrastructure • Waycare • Autotalks • Cubic • Aecom • Continental AG • Aptiv Advanced Driver Assistance Systems • Renesas • Mobileye

10. Market size analysis Connected Roadways Smart Infrastructure Advanced Driver Assistance Systems Cyber Security +48.9B +107.3B +1.94B CAGR 14.2% CAGR 14.25% CAGR 18.11% 3.2B 80.4B 156.5B 1.3B 31.5B 48.2B 2019 2025 2019 2025 2019 2025

11. Appendices

12. Sources Global ADAS and Autonomous Driving Component Market, BIS Research, Jan 2019 Advanced Driver Assistance Systems (ADAS) Market, Allied Market Research, August 2019 Global IoT in Automotive Market (2018-2023) , Netscribes, June 2019 Global Autonomous Driving Market Outlook, Frost & Sullivan, 2018. Cybersecurity and Connected Cars, Facts and Emerging Vendors, CyberDB, 2017 Global Automotive Cybersecurity Market Analysis, 2019 to 2029 - Increasing Implementation of MaaS & Vehicle Platooning Provides Lucrative Opportunities, Research and Markets, 2019 Global Smart Transportation Market Forecasts to 2025, BusinessWire, August 2019 Global Autonomous Driving Market Outlook, Frost & Sullivan, March 2018 Autonomous-driving disruption: Technology, use cases, and opportunities, McKinsey, November 2017 33 Industries Other Than Auto That Driverless Cars Could Turn Upside Down, CB Insights, September 2018 Driverless Cars Will Impact These 5 Industries, The Motley Fool, August 2018 https://blogs.cisco.com/tag/autonomous-vehicle https://news.ihsmarkit.com/press-release/automotive-cybersecurity-market-reach-759-million-revenue-2023-ihs-markit-reports https://www.marketwatch.com/press-release/advanced-driver-assistance-systems-adas-market-2019-global-industry-share-size-future-demand-global-research-top-leading-players-emerging-trends-region-by-forecast-to-2023-industry-research-2019-10-07 Web Search