The pandemic and resulting chip shortage have put semiconductors front and center for virtually every automaker.
Will Ford Build Semiconductors?
What’s at stake?
The pendulum is swinging back to a vertical-integration business model among system companies in smartphone and datacenter markets. Carmakers, which have long depended on Tier Ones to design various ECU boxes for adding features, will be next. Do these OEMs have the will, capital, talent and corporate culture to design big, differentiated SoCs for their next-generation vehicles internally?