Computing and AI for automotive: a crowded room of players

Processing for ADAS and infotainment will expand threefold in the next five years…

Computing revenue for ADAS and infotainment processors is growing even faster, driven not only by the growing penetration of these systems but also by the centralization trend. An increasing ASP – the consequence of the recent crises, including COVID-19 and semiconductor shortages, and the integration of more functionalities into processors – is also driving up computing revenue. AI is one of the factors which explain the growing revenue. More and more AI units are required to accelerate ADAS perception layers and enable real-time understanding of the car’s environment. According to Yole Développement (Yole), this market segment is expected to reach US$1.1 billion in 2027.

The market research and strategy consulting company Yole has developed comprehensive and accurate computing & AI expertise, with specific investigations fully dedicated to automotive, consumer, and data center applications. All year long, analysts deliver significant analyses, including technology and market reports and quarterly market monitors… More information.

Today, Yole’s computing team releases the report, Computing and AI for Automotive 2022. This technology and market study gives an overview of computing for ADAS and AD, in-cabin sensing, and infotainment. This report provides a scenario for AI within the dynamics of the autonomous automotive market and presents a comprehensive understanding of its impact on the overall semiconductor industry. The company also delivers an in-depth analysis of the ecosystem and players and offers key technical insights into technical innovations and business challenges.

Adrien Sanchez, Technology & Market Analyst, Computing & Software at Yole, asserts: “There is growing diversity among carmakers. Some traditional companies are involved in the development of autonomous functions. Some new electric and disruptive carmakers are creating a new consumer audio-visual paradigm. Last year, at Yole, we saw some traditional carmakers announcing processor developments, as did the electric car giant Tesla. But considering the challenges and the huge investment required, we expect most carmakers will not fully develop an entire chip. Indeed, they will instead form partnerships and build buffer stocks.”

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