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By 2030, Intel CEO predicts chips would account for 20% of car costs.
Chips and semiconductors, according to Intel CEO Pat Gelsinger, will soon be as necessary as an automobile's engine in terms of functionality (or main propulsion).
According to Gelsinger, this change will take place by 2030, as he stated during his presentation at the IAA Mobility 2021 show in Munich. Gelsinger's claim is supported by internal study conducted by Roland Berger-McKinsey.
In 2019, automobile BOMs contain only 4% of chips, with the majority of them being electronic control units (ECUs) and an optional infotainment system. By 2030, artificial intelligence (AI) will be capable of driving a vehicle anyplace. Vehicles that are entirely autonomous will be used for personal transportation in the future (AVs). He estimates that by the end of the decade, the automotive semiconductor market will be worth $115 billion.
waltc3
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#5944897 Posted on: 09/08/2021 06:13 PM
If you'll notice, Intel has become very fond of predicting what will be happening in the next 20-30 years, lately. But, just three years ago, Intel did not predict the rise of AMD's Ryzen and EPYC, oddly enough. It's worrisome when a company has almost nothing to say about its immediate product line, but starts spouting off predictions that are decades away in the future. Intel needs to concentrate on the next 2-3 years, imo, and leave future decades to themselves. Often, companies do this to try and take the focus off of what they are not accomplishing today.
If you'll notice, Intel has become very fond of predicting what will be happening in the next 20-30 years, lately. But, just three years ago, Intel did not predict the rise of AMD's Ryzen and EPYC, oddly enough. It's worrisome when a company has almost nothing to say about its immediate product line, but starts spouting off predictions that are decades away in the future. Intel needs to concentrate on the next 2-3 years, imo, and leave future decades to themselves. Often, companies do this to try and take the focus off of what they are not accomplishing today.
tunejunky
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#5944928 Posted on: 09/08/2021 08:12 PM
That's a daring prediction. But not so far fetched.
But that means that a mechanism would be rendered useless without software/chips to operate it. And mechanics will have to adapt. Or their branch will be also reduced to simply checking software updates?
hehe...that;s been said and asked before when ECU's came out.
but hey this is already impacting supply and fab queues
and mr. Gelsinger unlike others is in a position of knowledge.
idk why some are scoffing at the numbers being tossed about. they've been thoroughly vetted and are part of Intel's strategy moving forward.
no-one is talking about one massive chip that's 20% of a car. we're talking about dozens of custom silicon chips and often two or more motors in a drivetrain, not to mention the integration of sensors and controls.
electric cars are inherently simpler than internal combustion, so certain types of mechanical jobs would be unnecessary, while others are just as important. idk about fewer mechanics until service is completely automated which isn't happening soon.
That's a daring prediction. But not so far fetched.
But that means that a mechanism would be rendered useless without software/chips to operate it. And mechanics will have to adapt. Or their branch will be also reduced to simply checking software updates?
hehe...that;s been said and asked before when ECU's came out.
but hey this is already impacting supply and fab queues
and mr. Gelsinger unlike others is in a position of knowledge.
idk why some are scoffing at the numbers being tossed about. they've been thoroughly vetted and are part of Intel's strategy moving forward.
no-one is talking about one massive chip that's 20% of a car. we're talking about dozens of custom silicon chips and often two or more motors in a drivetrain, not to mention the integration of sensors and controls.
electric cars are inherently simpler than internal combustion, so certain types of mechanical jobs would be unnecessary, while others are just as important. idk about fewer mechanics until service is completely automated which isn't happening soon.
alanm
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#5944938 Posted on: 09/08/2021 09:13 PM
Thats the scary bit.
mr. Gelsinger unlike others is in a position of knowledge...
Thats the scary bit.
Margalus
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#5944960 Posted on: 09/08/2021 10:40 PM
Quite sure thats new cars though, the existing diesel/petrols will still be there for 10-20 years after that, only lack of infrastructure would speed that up.
Considering the whole thing is about new cars it does kind of apply....
Quite sure thats new cars though, the existing diesel/petrols will still be there for 10-20 years after that, only lack of infrastructure would speed that up.
Considering the whole thing is about new cars it does kind of apply....
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Silicon supplies may be come stressed. There are signs it is already happening.