# Episode 13: How Semiconductors Will Shape The Automotive Industry

- Show: [The Circuit](https://hardwarepodcasts.com/podcast/the-circuit)
- Published: 2023-04-03
- Length: 44m
- Episode: 13
- Page: https://hardwarepodcasts.com/podcast/the-circuit/2023-04-03-episode-13-how-semiconductors-will-shape-the-automotive-industry
- Listen: https://share.transistor.fm/s/7d283e45

## Summary

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.

## Chapters

- [0:01](https://hardwarepodcasts.com/podcast/the-circuit/2023-04-03-episode-13-how-semiconductors-will-shape-the-automotive-industry#t=1) Introduction: The Automotive Semiconductor Opportunity
- [1:47](https://hardwarepodcasts.com/podcast/the-circuit/2023-04-03-episode-13-how-semiconductors-will-shape-the-automotive-industry#t=107) Three Markets: Analog, Processing, and Autonomy
- [5:08](https://hardwarepodcasts.com/podcast/the-circuit/2023-04-03-episode-13-how-semiconductors-will-shape-the-automotive-industry#t=308) Semiconductor Content Growth and Robotaxis
- [7:28](https://hardwarepodcasts.com/podcast/the-circuit/2023-04-03-episode-13-how-semiconductors-will-shape-the-automotive-industry#t=448) Automotive Product Cycles vs. Silicon Speed
- [9:40](https://hardwarepodcasts.com/podcast/the-circuit/2023-04-03-episode-13-how-semiconductors-will-shape-the-automotive-industry#t=580) Technology as a Differentiator and User Experience
- [13:47](https://hardwarepodcasts.com/podcast/the-circuit/2023-04-03-episode-13-how-semiconductors-will-shape-the-automotive-industry#t=827) Incumbents, Tesla, and the Tech Company Mindset
- [16:09](https://hardwarepodcasts.com/podcast/the-circuit/2023-04-03-episode-13-how-semiconductors-will-shape-the-automotive-industry#t=969) China's EV Strategy and Contract Manufacturing
- [21:02](https://hardwarepodcasts.com/podcast/the-circuit/2023-04-03-episode-13-how-semiconductors-will-shape-the-automotive-industry#t=1262) Brand Dynamics and Neo-Brands like Rivian and Lucid
- [24:17](https://hardwarepodcasts.com/podcast/the-circuit/2023-04-03-episode-13-how-semiconductors-will-shape-the-automotive-industry#t=1457) Full Stack Strategy: Qualcomm, Nvidia, and Software
- [32:56](https://hardwarepodcasts.com/podcast/the-circuit/2023-04-03-episode-13-how-semiconductors-will-shape-the-automotive-industry#t=1976) Robotaxis, Compute Costs, and Future Autonomy
- [40:47](https://hardwarepodcasts.com/podcast/the-circuit/2023-04-03-episode-13-how-semiconductors-will-shape-the-automotive-industry#t=2447) Will Apple Enter the Automotive Market?

## Topics

- [Chips, FPGAs & semiconductors](https://hardwarepodcasts.com/topic/chips-and-fpgas)
- [Connected products & IoT](https://hardwarepodcasts.com/topic/connected-products-and-iot)
- [Manufacturing partners & offshoring](https://hardwarepodcasts.com/topic/manufacturing-partners)
- [Pricing, margins & unit economics](https://hardwarepodcasts.com/topic/pricing-and-unit-economics)
- [Industrial & consumer product design](https://hardwarepodcasts.com/topic/industrial-design)

## Most relevant to

large enterprises

## Mentioned

- Qualcomm (company)
- Nvidia (company)
- Tesla (company)
- Apple (company)
- BYD (company)
- Rivian (company)
- Lucid (company)
- Foxconn (company)
- Waymo (company)
- John Deere (company)
- TI (company)
- ST Micro (company)
- ADI (company)
- Mobileye (company)
- Ford (company)
- GM (company)
- Uber (company)
- Lyft (company)

## Related episodes from other shows

- [Making Cars and Going ‘Fabless’ | Next-Gen EV & AV](https://hardwarepodcasts.com/podcast/ee-times-current/2021-03-12-making-cars-and-going-fabless-next-gen-ev-av) (EE Times Current)
- [Whither Semiconductors? The Wheels on the Bus Go ‘Round and ‘Round](https://hardwarepodcasts.com/podcast/ee-times-current/2021-07-16-whither-semiconductors-the-wheels-on-the-bus-go-round-and-round) (EE Times Current)
- [EE Times Weekly Briefing: Friday, January 18, 2019](https://hardwarepodcasts.com/podcast/ee-times-current/2019-01-18-ee-times-weekly-briefing-friday-january-18-2019) (EE Times Current)
- [Redefining Transportation: Exploring EVs and Automotive with Indium's Brian O'Leary at Apex 2024](https://hardwarepodcasts.com/podcast/ems-c-level/2024-04-25-redefining-transportation-exploring-evs-and-automotive-with-indiums-brian-oleary) (EMS@C-LEVEL)
- [EV When? | PowerUp! | Optane and World Domination | Betamax](https://hardwarepodcasts.com/podcast/ee-times-current/2020-06-12-ev-when-powerup-optane-and-world-domination-betamax) (EE Times Current)

## Citing this page

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