Can General Motors 'Pull an F-150' By Standardizing ADAS?

Itay Michaeli, an analyst at Citigroup, gave an update of the automotive industry on Tuesday, saying that

can, "pull of an F-150," to increase their profits. Michaeli's thesis is that, "GM might be uniquely positioned to pull an F-150 by standardizing ADAS ahead of competitors in a way that's profitable, differentiating and possibly brand redefining." "Pulling a F150" refers to

decision to produce a fuel efficient aluminum truck years ahead of regulations. This has made Ford the de facto automotive leader in that category. General Motors by standardizing ADAS ahead of regulations can position itself in a similar way as the leader in the industry, gaining valuable market share ahead of its competitors. General Motors is uniquely positioned to take the lead in standardizing ADAS because of its development of the OnStar/LTE platform in its automobiles. If General Motors teams up with

, whose advances in machine vision and deep learning are increasingly allowing cameras to perform both ADAS and basic automation tasks like traffic jam assist and adaptive cruise control, they can increase the value of their company. General Motors Company is currently priced at $37.62. Ford Motor Company is currently priced at $16.30. Mobileye NV is currently priced at $36.26.