The changing profile of carmakers is reshaping the strategies of automotive chip suppliers.
What’s at stake?
A lingering chip shortage has given semiconductor makers the upper hand for now with car manufacturers. But the changing profile of the auto industry, whose work force is increasingly IT-savvy, is transforming the way traditional automotive chip suppliers design devices. Qualcomm, Mobileye and Nvidia remain the leaders in big-brain chips for next-generation vehicles, leaving others like NXP and Renesas scrambling to redefine their roles in the EV/ADAS market.
Evident at the recent Electronica show in Munich was a shift in the balance of power between automotive OEMs and semiconductor suppliers.