Hardware Podcasts

Episode 13: How Semiconductors Will Shape The Automotive Industry

The Circuit · 3 Apr 2023 · 44m · Episode 13

What this episode covers

Ben Bajarin and Jay Goldberg discuss how the semiconductor industry is reshaping the automotive sector, focusing on the shift from analog components to high-value processing units for digital cockpits and autonomous driving. They analyze the strategic positioning of companies like Qualcomm, Nvidia, and Tesla, while debating the potential entry of tech giants like Apple and the rise of Chinese OEMs such as BYD. The hosts highlight the tension between traditional automakers' slow product cycles and the rapid innovation required for software-defined vehicles, noting that semiconductor content per car is projected to double from $600 to over $1,500 by 2027.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Qualcomm, Nvidia, Tesla, Apple, BYD, Rivian, Lucid, Foxconn, Waymo, John Deere, TI, ST Micro, ADI, Mobileye, Ford, GM, Uber, Lyft

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