China has become a net exporter of vehicles for the first time in its history. They are selling a lot of EVs to the world, and that will reverberate throughout the global economy.
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.
The auto industry has a difficult relationship with semiconductors. Building their own chips is probably not a solution.
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?
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.
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?
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.
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.
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. […]
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 […]