Category: Electric Vehicles
Posted Date:
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Auto Semis – A Kingdom if You Can Take it
Automotive semis are transitioning from the near-anarchy of dozens of independent vendors selling hundreds of discrete parts to platforms powering cars’ major systems. Great news for the big analog companies, if they…
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AI Semis Market Landscape
There are really three markets for AI semis – training, cloud inference and edge inference. All of them are already fairly crowded. Choose your battles carefully.
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How do you say Trade War in German?
China has become a net exporter of vehicles for the first time in its history. They are selling a lot of EVs to the world, and that will reverberate throughout the global…
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A dozen companies make CPUs, how many make ultra-precision sensors?
Moore’s Law has been the low interest rate boost to semis for a long time, but those rates are rising now, and that may reshape many assumptions we take for granted in…
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Mobile World Congress 2023 Preview
We are going to Barcelona for MWC. This is what we plan to learn about: * Open RAN * Cellular modem penetration beyond phones * Cellular connectivity in cars and auto makers’…
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The Sixth Sense – We See Data
Moore’s Law brings benefits beyond semis. The price and accuracy of sensors are both moving in the right direction allowing for fine-grained pervasive sensor networks, just as advances in AI mean we…
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Consider Yourselves Warned – China Autos
China’s EV market is an exercise in controlled chaos that is likely to reshape the global auto industry.
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Carrot, stick and waiver
The US has a number of ways to encourage allies to support its semis restrictions on China. These range the “stick” of enforcement to the “carrot” of waivers and targeted expansion of…
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Deeper Dive into Auto Manufacturing
There are a lot of reasons to doubt that cars cannot be built in the same ways as electronics – the industry has had a 100 years of trial and error. But…
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Qualcomm 4Q22 Earnings – Kitchen Sink
Qualcomm rounded up all the bad news to report this quarter. The bar will now be very low. This will give them breathing room next year, focusing on the Street on macro,…
