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Tag Archives: tesla

State of the Roll Your Own Semis Market

July 26, 2022by D/D Advisors 8 Comments

By our count 28 non-chip companies are developing their own chips. Of these, at least 16 have delivered multiple generations of their chips, signaling a long-term commitment.

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Apple, Roll Your Own, Silicon

A Very Expensive Glass of Milk

December 16, 2021by D/D Advisors 11 Comments

The auto industry has a difficult relationship with semiconductors. Building their own chips is probably not a solution.

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Analyst Decoder Ring, Autonomous Vehicles, Components, Roll Your Own, Silicon

Apple Car – Some Math

December 13, 2021by D/D Advisors Leave a comment

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?

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Apple, Autonomous Vehicles, Strategy

Apple Car Bonus – What could go wrong

December 3, 2021by D/D Advisors 7 Comments

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.

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Apple, Autonomous Vehicles, Strategy, Uncertainty

Apple Car – Pain for Everyone Else?

December 2, 2021by D/D Advisors Leave a comment

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?

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Apple, Autonomous Vehicles

Will Auto Companies Roll Their Own Chips?

November 12, 2021by D/D Advisors Leave a comment

Before we get to autonomous vehicles, there is going to be a big market for a special-purpose automotive processors (APU?). That chip is going to look a lot like a mobile app processor, and Qualcomm may be the best positioned to capture the opportunity.

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Autonomous Vehicles, Components, Qualcomm, Roll Your Own, Silicon, Wireless

Power Plant on Wheels – Why Semis Matter

August 11, 2020by D/D Advisors 3 Comments

Power plant on wheels – Why chips matter – The magic of semis is that they can compress complex problems into workable units. But the paradox of semis is that when all that work is done well, everyone takes them for granted.

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Autonomous Vehicles, Silicon

Break It Into Pieces: The Future of Transportation

December 14, 2017by D/D Advisors Leave a comment

Earlier this week we started this series breaking complex topics into discrete ideas of analysis. For this post, we want to tease out the strands around the future of transportation. […]

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Analyst Decoder Ring, Autonomous Vehicles

The Consumerization of the Automobile Supply Chain

November 3, 2015by D/D Advisors 6 Comments

Last week I saw an interesting post on Venture Beat about Acer Launching an Electric All-Terrain Vehicle. This struck a chord because Taiwan-based Acer is a manufacturer of PCs and other […]

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China, Components, Silicon

If Apple Built a Car in the Forest, Would We Hear It?

February 17, 2015by D/D Advisors 3 Comments

I have no idea if Apple is going to build a car, but if they were, I think we would see signs of preparation in the supply chain two years ahead of a launch.

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Apple, Components, Silicon, Strategy, The Street

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  • Semis Top Five
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