Industry latest insights, rumors & expectations. According to buzz within supplier chains.
1.
It is expected Daimler to join BMW-Intel - led Autonomous Driving consortium (also involving Mobileye, FiatChrysler, Magna, Continental, Delphi, Aptiv etc). It's inevitable since BMW & Daimler agreed to merged their car sharing / ride sharing etc business, and AD is essential for that business. HyundaiKIA, Subaru and Honda are also in talks with BMW-Intel to join the consortium. The bigger the consortium grows, the more attractive seems to be for other automotive companies to join in. I guess Daimler could also bring Bosch to the consortium eventually.
2.
The other field for cooperation is purchasing / production of battery cells (possibly with third-party partner like CATL etc), cooperation in future battery tech R&D, and more involved role in charging station infrastructure within IONITY project.
3.
And the final possible cooperation point: joined development of BEV-only sub-compact vehicles, mainly mini MINI versions and various smart model, suitable for car sharing mostly. Most possible with a Chinese partner like eg. Geely, Great Wall etc. No joint development of future FAAR & MFA platforms is expected. Currently smart vehicles are done in cooperation with Renault (sharing platform with Renault Twingo), while mini MINI (previewed as MINI Rocketman Concept) is still only an unrealised plan since talks with Toyota (to jointly develop such a platform) were note successful.