The automotive industry is undergoing a profound transformation, intelligent, networking, electrification of the future trend is making cars like a four-wheeled computer, processor, computing power, network interconnection and other digital elements also Is replacing the engine, gearbox and other mechanical components of the core position, that is, automotive chips, computing power providers will be in the future smart car industry's core position.
According to market research firm Gartner predicts that in 2020 the number of vehicles using the global car network from the current 60 million units increased significantly to 250 million units. While another analysis agency IHS pointed out that by 2035 the world's unmanned vehicles will reach 21 million.
The automotive industry is undergoing a profound transformation, intelligent, networking, electrification of the future trend is making cars like a four-wheeled computer, processor, computing power, network interconnection and other digital elements are also being replaced Engine, gearbox and other mechanical components of the core position, that is, automotive chips, computing power providers will be in the future smart car industry's core position.
In the past, the automotive industry has always owned its own chip suppliers, including NXP, Infineon, STMicroelectronics, Renesas and other companies, they firmly occupy the automotive semiconductor market, foreigners have little chance to enter. However, with the rise of ADAS and autopilot technology, the demand for computing and data processing capabilities is increasing, and the processing and computing power of massive data is the area where Intel, Qualcomm and NVIDIA are good at These consumer products chip companies cut into the automotive chip market to provide a chance to overtake the corners.
Outsiders beachhead car chips
Chip, the application of the processor in the car is not the only thing in the past few years, because the car chip involved in vehicle safety issues, the structure of these chips and consumer products have a greater difference, the automotive chip market has been NXP Pu, Freescale, Infineon, STMicroelectronics, Renesas, Bosch and other companies occupied.
Although Intel, Qualcomm, NVIDIA four companies have launched their own automotive product solutions, but before its presence in the automotive chip market is not strong. At present this situation is changing rapidly. Because the car is becoming more and more intelligent, voice recognition, gesture interaction, 4G network connection, night vision system, ADAS auxiliary driving system, semi-automatic driving, automatic driving and other functions continue to emerge, and will gradually become standard, Automatic driving car is also expected to be on the road around 2020, the car's demand for computing power will be exponential growth.
Intel CEO Division again in the 2016 IDF said that the future of a car driving a day will produce 4000GB of data. And for the massive data processing capacity is the lack of traditional car chip manufacturers. But these are Intel, Qualcomm, NVIDIA and other companies are good at the field, which for them cut into the automotive chip market provides a great opportunity.
Especially Qualcomm and NVIDIA, its interest in the automotive industry can even use obsession to describe. In 2015, 2016 CES or the British GTA Conference, people have seen the British Weida on their own graphics products introduced very brief, in-depth learning and automatic driving related products but became the focus of the introduction of the object.
And Qualcomm is not satisfied with the introduction of a vehicle for the control system to provide computing power Xiaolong 820A and 602A vehicle computing platform, direct throwing $ 47 billion in cash acquisition of automotive semiconductor manufacturers NXP, which has just completed the other A car semiconductor manufacturer Freescale's acquisition, became the world's largest automotive semiconductor company.
If the car semiconductor market is also owned by Freescale, STMicroelectronics, Renesas cake, then Qualcomm, NVIDIA, Intel and other companies as robbery of outsiders, will promote the automotive semiconductor market structure has undergone profound changes The
