Arm in Automotive
Arm’s new automotive products are interesting in their own right – covering all types of chips and customers – but they also highlight the ways in which Arm is working to capture more value across the industry.
Category Archives: Autonomous Vehicles
CES 2024: Autos Make a Move
Auto OEMs has made big changes in how they market products, reflecting growing consumer emphasis on electronics and user experiences. But the leader in vehicular compute is John Deere who is probably the first company to have autonomy in production.
Auto Semis – A Kingdom if You Can Take it
Automotive semis are transitioning from the near-anarchy of dozens of independent vendors selling hundreds of discrete parts to platforms powering cars’ major systems. Great news for the big analog companies, if they can make the leap to digital.
AI Semis Market Landscape
There are really three markets for AI semis – training, cloud inference and edge inference. All of them are already fairly crowded. Choose your battles carefully.
Consider Yourselves Warned – China Autos
China’s EV market is an exercise in controlled chaos that is likely to reshape the global auto industry.
Deeper Dive into Auto Manufacturing
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 Android-ification of Cars
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 IPO 2.0
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 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.
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.