Qualcomm Auto Day – Uniquely Unique
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.
Category Archives: Autonomous Vehicles
The Changing Face of Compute
A recap of our emerging thesis on the changing nature of compute and what that means for semis companies large and small.
Custom Silicon and Start-ups
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.
AI is Everywhere, It’s Exhausting
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.
How do you win in Semis?
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?
Leap Frogging with China Semis
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.
A Very Expensive Glass of Milk
The auto industry has a difficult relationship with semiconductors. Building their own chips is probably not a solution.
Apple Car – Some Math
We ran the numbers on Apple Car and they look highly achievable at any price. The key to success will be their ability to inspire buyers to upgrade their purchase decision, to stretch a bit. Apple did this in electronics, will the magic transfer to cars?
Apple Car Bonus – What could go wrong
So far in this series, we have assumed that Apple is going to actually build a car, but there are many things that could go wrong and ultimately these will weigh heavily on a company that prides itself on being able to say no.
Apple Car – Pain for Everyone Else?
Even if the Apple Car is a failure, the supply chain work they have already done will dramatically alter the auto industry. If they deliver a compelling car, the incumbents are in trouble. And what happens if Apple launches with multiple models on day 1?