The Ojo Yoshida Report
Automotive Chip Drought Alters OEM/Supplier Balance of Power
Infineon: The Case for a More Aggressive Strategy
IC Aging and Self-Driving Car
TOPS Priorities Shift for ‘Datacenter on Wheels’
DMS: The Experts’ View
Automotive Chip Drought Alters OEM/Supplier Balance of Power
By Junko Yoshida
The automotive chip shortage has put semiconductor suppliers in the driver’s seat — at least for now. But automakers are wising up. They are rethinking relationships with semiconductor suppliers, while redrawing their next-generation vehicle architectures.
What’s at stake?
With last year’s chip shortage expected to linger well into 2022, any quick fix is fantasy. Automotive OEMs’ dramatic rethink of next-gen architectures extends to their IC partners, which face new expectations for interchangeable platforms and improved visibility into their business. OEMs are spending massively, and chip designers want that money. The questions come down to the accommodations chipmakers are willing to make, and how creative their solutions will be, as they pursue tighter OEM relationships.
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Infineon: The Case for a More Aggressive Strategy
By Bolaji Ojo
What’s at stake?
To keep Infineon a strong European brand for generations to come, the company must bulk up with strategic acquisitions. How to do so given a conservative corporate culture will be the main challenge facing its new CEO.
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IC Aging and Self-Driving Car
By Ron Wilson
Engineers are scrambling to ensure that autonomous vehicles will remain safe even as the chips used within them succumb to natural deterioration over time.
What’s at stake?
All integrated circuits age and change their behavior over time. But ADAS and autonomous-driving electronics demand highly complex chips built on the most advanced IC processes — those with the tiniest structures vulnerable to aging effects, and for which scant historical data exists. Preventing chip aging from leading to traffic catastrophe is becoming a team effort of process engineers, chip designers and automotive-systems experts.
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TOPS Priorities Shift for ‘Datacenter on Wheels’
By Junko Yoshida
In the ADAS/AV market, the race to a trillion operations per second (TOPS) continues to escalate. At CES 2022. Ambarella, Mobileye and NXP/Hailo shared their diverging approaches to the TOPS race.
What’s at stake?
As the activity around CES 2022 makes clear, tech suppliers are hurtling toward more computing power, AI acceleration, and higher-resolution sensors for automotive platforms. But as compute and sensor capabilities grow exponentially, so does the pressure on auto OEMs to pick the right building blocks and implement them to optimal effect in their next-generation cars.
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DMS: The Experts’ View
Author: Seeing Machines
At CES 2022 this week, driver monitoring systems (DMS) are adding a wrinkle to the escalating ADAS/AV SoC race. Options of embedding DMS are many. The question is where and how DMS will land in a vehicle. Here’s the experts’ view on challenges ahead for carmakers to embed DMS into their vehicles.
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