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An Automotive Value Chain In Flux


When companies view suppliers from inside their specialized niches, it is tempting to imagine the business world will continue as-is, with just minimal improvements each year. But in the automotive value chain, this no longer holds. The rapid pace of innovation around intelligent systems in cars is disrupting the business flow. Back in simpler times, semiconductor companies would work with Tier... » read more

The Great Auto Race Goes Internal


Carmakers have discovered a new competitive threat, and it's coming from within their own supply chain. In the past, OEMs leveraged their suppliers to compete against other OEMs, often tapping the same Tier 1 players as their competitors because there was enough differentiation in acceleration time, braking distance, cabin amenities and price to create distinctive brands. Porsche is known fo... » read more

Who Owns A Car’s Chip Architecture


Kurt Shuler, vice president of marketing at Arteris IP, examines the competitive battle brewing between OEMs and Tier 1s over who owns the architecture of the electronic systems and the underlying chip hardware. This has become a growing point of contention as both struggle for differentiation in a market where increasingly autonomous vehicles will all behave the same way. That, in turn, has si... » read more

Automotive Foundries


The race to win a piece of the automotive electronics business has now reached the foundry level, and right now it's not clear exactly how this is going to work. This is uncharted territory for everyone. The build-out of electronics for assisted and autonomous driving is brand new. For existing cars, most of the chips being used are off-the-shelf microcontrollers, commodity MEMS sensors, and... » read more