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Category Archives: Autonomous Vehicles

vehicles parked inside elevated parking lot

Consider Yourselves Warned – China Autos

January 30, 2023by D/D Advisors 2 Comments

China’s EV market is an exercise in controlled chaos that is likely to reshape the global auto industry.

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Autonomous Vehicles, China, Electric Vehicles

Deeper Dive into Auto Manufacturing

November 11, 2022by D/D Advisors 1 Comment

There are a lot of reasons to doubt that cars cannot be built in the same ways as electronics – the industry has had a 100 years of trial and error. But if one company can get it right, it will force everyone else to follow suit.

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Autonomous Vehicles, Electric Vehicles

The Android-ification of Cars

October 25, 2022by D/D Advisors 4 Comments

The shift to EVs is disrupting the auto supply chain. To name just one example, Foxconn, the company that epitomizes the model which separates electronics design and manufacture is now aggressively promoting its ability to replicate that model for cars.

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Apple, Autonomous Vehicles, China, Components
blur car driving motion

Mobileye IPO 2.0

October 5, 2022by D/D Advisors 4 Comments

Mobileye filed to go public, again. They have a lot going for them, but the market is still in early days, a lot could change. The management team also has a lot going on (sale, integration, IPO, etc.) and we have to wonder if they risk losing focus.

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Autonomous Vehicles, Components, Qualcomm

Qualcomm Auto Day – Uniquely Unique

September 23, 2022by D/D Advisors Leave a comment

Qualcomm’s Auto event – painted a compelling strategic picture for their future in the segment, and then provided answers to a lot of the practical questions too. They look very well positioned for autos of today.

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Autonomous Vehicles, Qualcomm

The Changing Face of Compute

August 1, 2022by D/D Advisors 6 Comments

A recap of our emerging thesis on the changing nature of compute and what that means for semis companies large and small.

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Autonomous Vehicles, Enterprise Electronics, Qualcomm, Roll Your Own, Strategy, The Cloud, The Edge

Custom Silicon and Start-ups

July 12, 2022by D/D Advisors Leave a comment

The shift from general purpose silicon to semi-custom and tailored SoCs presents a big opportunity for chip start-ups. If they follow a few simple rules.

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Autonomous Vehicles, Enterprise Electronics, Roll Your Own, Silicon, The Edge

AI is Everywhere, It’s Exhausting

May 19, 2022by D/D Advisors Leave a comment

AI is appearing everywhere, but at heart it is just a highly efficient solution to a specific set of computer science problems – this is sparking a new class of opportunity for chip companies and IP providers to tap into the opportunity.

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Autonomous Vehicles, Roll Your Own, Silicon

How do you win in Semis?

March 29, 2022by D/D Advisors Leave a comment

Part of the magic of semis is the ability to integrate multiple chips into a single chip. History shows, that the vendor whose chip sits closest to a system’s critical software wins the strategic high ground. What will that mean in autos?

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Autonomous Vehicles, Components, Roll Your Own, Silicon

Leap Frogging with China Semis

February 1, 2022by D/D Advisors Leave a comment

China’s 1,000+ fabless chip design companies are largely emerging in greenfield, new markets – new technologies like AI or new customers like Chinese auto OEMs.

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Autonomous Vehicles, China, Components, Silicon

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  • Semis Top Five
  • The Sixth Sense – We See Data
  • Consider Yourselves Warned – China Autos
  • Shenzhen Wasn’t Built in a Day
  • How Soft is that Hardware?

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