The Ojo Yoshida Report
Intel/Mobileye: Not All Mergers Create Equals
What’s at stake?
Intel acquired Mobileye in 2017 — nearly a year into the two companies’ joint AV development partnership with BMW — with great expectations for the autonomous-vehicle revolution. But a lot has changed in four years. Today, BMW is hitching a ride with Qualcomm on ADAS/AV development. Next year, Intel will take Mobileye public. At stake is whether Intel can chart an automotive roadmap for Intel-branded products, independent of its high-flying subsidiary.
When Intel Corp. CEO Pat Gelsinger recently announced Intel’s plans for a public offering of Mobileye in 2022, it was an implicit admission of a corporate mismatch that was already obvious to many electronics industry observers.
Intel: Time to Break up the Mothership
By Bolaji Ojo
What’s at stake?
Intel has long ruled the semiconductor world, but its dominance is coming to an end. The proposed IPO of its Mobileye division heralds a new dawn marked by the potential breakup of the industry icon.
Intel Corp. wants to hang on as the majority shareholder at Mobileye after it takes its automotive-IC subsidiary public in 2022. That status will last only a few years following the initial public offering. The same forces that led CEO Pat Gelsinger to reconsider Mobileye’s position as an integral part of Intel’s continuing operations will compel the full separation of the unit and result in even more fundamental changes at the parent.
Silicon Labs’ CTO on IoT ‘Catalyst Moments’
What’s at stake?
When it comes to easy-to-use IoT, we are still not there. The stakes are high for a pureplay IoT company like Silicon Labs. Silicon Labs’ CTO Daniel Cooley explains why Matter, an upcoming smart-home interoperability protocol backstopped by Apple, Google and others, matters in the consumer IoT space. He also pinpoints the breakthrough events in IoT’s journey thus far.
The Internet of Things (IoT) is one of the most loosely defined market segments, a catchall product category fraught with abuse and fragmentation. Among companies with IoT products, however, Silicon Labs stands out, billing itself as a “pure-play” IoT company.
Podcast: Road to 5-Star DMS Rating
Guest: Colin Barnden, lead analyst at Semicast Research.
Driver Monitoring Systems (DMS) will practically be mandated for any new car model launched on the European market by 2023. Euro NCAP recently released a 40-page protocol document detailing what it takes for carmakers to get a 5-star DMS rating. We asked Colin Barnden to break it down.
The Letting-Go Dilemma
There are numerous faulty predictions in the second installment of the Back to the Future movie franchise. The film, set in 2015, foresees, for example, a sixth sequel to Jaws — which actually ended after two increasingly inferior revivals — and it poses the possibility of self-drying clothes and dehydrated pizza. Really? In the opposite direction, the film was wrong about television technology, which got much better than the scriptwriters anticipated.
On the other hand, the movie’s depictions of advances in home-security technology were fairly prescient.
Perhaps the worst prediction was the filmmakers’ assumption that, by 2015, cars would fly.
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