GLy Insight //

We will be delving into the four quadrants that are at the forefront of disrupting the mobility landscape: Mobility, Automation, Energy Transition, and Smart Cities. At GLy, we understand the significance of these trends and their potential to reshape industries, economies, and societies. Our aim is to provide you with a comprehensive analysis of these disruptive forces and share our investment views. We will be digesting the latest developments and highlight investment opportunities that arise from this transformative landscape.

GLy September Insight Post: Green Hydrogen Production

GLy Insight September

Clean hydrogen as a dependable and eco-friendly energy option is projected to lead to its market surpassing the value of liquid natural gas trade by 2030. This trend is anticipated to continue, potentially reaching a staggering annual value of US$1.4 trillion by 2050. Notably, the focus is on green hydrogen, which is generated through the electrolysis of water using renewable energy-driven electrical currents.

In this post, we will focus specifically on the realm of green hydrogen production. But we take note that the value chain of green hydrogen is complex and capital intensive, encompassing production, storage, transportation, and consumption and many sub-segments that are yet developing.

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GLy August Insight Post: Navigating the Smart City Landscape

GLy Insight August

The smart cities market has witnessed significant growth, with a valuation of US$ 656.8bn in 2022 at a CAGR of ~25.8% from 2023 to 2030. This growth can be attributed to various factors, including increasing urbanization, resource management needs, and the demand for sustainable energy utilization.

From AI and IoT to 5G and renewable energy sources, some focus on technological integration and data-driven governance, while others emphasize citizen-centric approaches and sustainability as defining factors. Nonetheless, it becomes evident that “smartness” goes beyond technological advancements.

In this post, we will map out the major areas of the Smart Cities and how we understand and approach the quadrant.

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GLy July Insight Post: Emerging Trends and Considerations in the ADAS Market

GLy Insight July 

The Advanced Driver Assistance Systems (ADAS) market is experiencing significant growth and transformation, driven by advancements in integrator platforms, simulation technologies, sensors, processors, and software. The market size for ADAS is projected to reach US$81.17 billion by 2032, representing ~ 18.2% CAGR (2023 – 2032). The ADAS market encompasses various systems and components that are integrated into vehicles to assist drivers. These systems rely on automated technology, including sensors, detectors, and high-resolution cameras, to monitor the surrounding environment and take appropriate actions.

In this post, we will delve into key insights regarding major areas of the ADAS market, with a specific focus on the sensor segment, which is further sub-segmented into cameras, 4D radar, and LiDAR.

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