Automotive industry: a massive AI-powered transformation is ongoing30 Mar 2022 18:04
All year long, Yole and System Plus Consulting analysts deliver a comprehensive understanding of the industry, combining technical trends and market evolution. Based on a dedicated methodology and high-added value expertise in the semiconductor technologies applied in the automotive sector, the two companies publish numerous analyses, including technology and market reports, quarterly market monitors, and dedicated teardown tracks throughout the year. More information.
It took ten years to happen… ADAS technologies used to be considered a ‘nice to have’ feature for safety-conscious family car owners. It has now become the new frontier for technology companies like Intel, Qualcomm, Huawei, Apple, Google, and Tesla… So, what has happened and what is next to come?
Mobileye, from Intel, filling for an initial public offering at an estimated value of US$50 billion is a sign of the times when the same number was achieved by Xilinx, acquired by Intel’s competitor, AMD, in February 2022. A few months back, Waymo, the autonomous vehicle arm of Google, was raising US$2.3 billion at a value of US$30 billion while Huawei was shifting 10,000 employees from mobile activities, hit by US sanctions, to autonomous vehicle technology research. Other examples can be mentioned: BMW willing to fight off Tesla by partnering with Qualcomm and Arriver™, the perception venture born from the US$4.5 billion acquisition of Veoneer… More news available on i-Micronews.com.
The long road to autonomy
While quantitatively the transition is almost total, the qualitatively new generations of hardware are dubbed with ‘Level of autonomy’ increments, originally Level 1.
Level 1 includes improved cruise control that could provide warnings to drivers. Then a transition came to Level 2 in different flavors: Level 2+ and now Level 2++ for cars with automated steering and braking, under supervision; in certain ideal conditions, and we cannot yet call it “autonomous driving”, but it is clearly at the top end of “advanced driving assistance”, states Yole’s analysts.
The excitement is therefore palpable at Level 2. Key enabling technologies that benefit from this evolution are cameras, radars, LiDARs, and computing chips.
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