China’s EV market is an exercise in controlled chaos that is likely to reshape the global auto industry.
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.
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.
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.
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.
A recap of our emerging thesis on the changing nature of compute and what that means for semis companies large and small.
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 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.
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?
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.