Artificial Intelligence Computing for Automotive 2020

Yole Développement

Artificial Intelligence paves the way to full autonomy.

What’s new

  • With electrification as the main budget priority for investments in Europe, Yole Développement (Yole) expects that autonomy will take longer since cash is not available this year due to COVID-19
  • The different strategies chosen by OEMs will be significantly impacted by COVID-19. Tesla is improving its autonomy stack step-by-step, while others are investing strongly in partnerships and R&D. This means that Tesla will retain its lead in the race to autonomy, while other players might remain competitive by using computing hardware and software platforms. Some companies might have to delay their programs completely
  • In China, the “COVID-19 effect” will have less impact since substantial investment comes from the government
  • For all these reasons, Yole team has taken a more conservative approach in this report compared to last year in terms of AI penetration rate and development of autonomous functionalities
  • Reaching Levels 3, 4, and 5 will take longer than expected

Key features

  • Artificial intelligence (AI) technologies used in automotive
  • Hardware for ADAS (Advanced Driver-Assistance Systems), robotic vehicles, and infotainment
  • Ecosystems, market forecasts, and trends
  • AI software and hardware design, and players’ strategies

Report objectives

Provide a scenario for AI within the dynamics of the autonomous automotive market and present an understanding of AI’s impact on the semiconductor industry:

  • Hardware for AI – revenue forecast, volume shipments forecast
  • Systems – ASP forecast, revenue forecast, volume shipments forecast
  • Focus on autonomous car – ADAS and robotic vehicles

Deliver an in-depth understanding of the ecosystem and players:

  • Who are the players? What relationships exist within the ecosystem? Who will win the “autonomous battle”?
  • Who are the key suppliers to watch, and what technologies do they provide?

Offer key technical insights and analyses into future technology trends and challenges:

  • Key technology choices
  • Technology dynamics
  • Emerging technologies and roadmaps

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