Connected & Autonomous Vehicle Summit 2021

Our Research Vice President Neil Shah will be speaking at the Connected & Autonomous Vehicle Summit 2021 on September 23rd.  The topic of the panel discussion is “Paving the way to autonomous vehicles with ADAS”. Session Details: Thu, Sep 23, 2021, 10:00 AM - 4:30 PM IST Neil will be joined by: Surender Kannan, Vice President of Sales APAC & Japan, Cavli Wireless Dr. Ajay…

New Entrants to Autonomous Vehicle Solutions Will Drive the Market in the Coming Decade

Autonomous driving is one of the most important applications for semiconductors in the next five years. The artificial intelligent (AI) chip in the autonomous driving system is the most critical component and also a new opportunity for SoC designers. Driven by Tesla, many vendors have joined the race to design chips for autonomous driving over the past few years. Both start-up companies (such as…

How Far Away are Autonomous Vehicles?

Recent developments in autonomous vehicles (AVs) have been encouraging with numerous tests proving safety and reliability improvements. Tesla recently made bold claims – saying its cars would be capable of level 4/5 autonomy in 2020. How realistic is this and by when can we expect a significant rollout of autonomous cars? Counterpoint Research predicts that, with the resolution of both the…

Baidu – New Poster Boy of Autonomous Vehicles

Since the launch of Baidu’s Apollo software platform for autonomous vehicles in 2017, the company has acquired more than 100 clients from the automotive industry. This is a significant growth, when compared to its competitors. This blog discusses Baidu’s strategy (which resulted in this growth), the competitive advantages it has, recent developments indicating the pace of Baidu’s activities in…

Autonomous Vehicles To Drive Semiconductor Development

As vehicles transition from present day Level Two vehicles to full Level Four and Five autonomy, they will need to handle substantially larger amounts of data than ever before. Processing that data in a fast and seamless way will be one of the biggest challenges facing the automotive and technology industries during the next few years. This report analyses the data processing challenges within…

M1 Pro, M1 Max Give Definitive Push to Apple’s M1 Journey

Benefitting from its accumulated know-how, Apple quickly swept the PC market with the launch of M1-based Macs. While the M1 was designed for entry-level Macs, the M1 Pro and M1 Max, launched on October 18, are meant for advanced Macs. Instead of the Ax chips for iPhones, Apple’s most advanced processors will be from the M series for PCs. Ax will inherit the features and innovations of the M…

5G mmWave: Ecosystem, Economics Becoming Attractive (Part 2)

Read the part 1 of 5G mmWave: Ecosystem, Economics Becoming Attractive here. 5G ecosystem is thriving. The number of operators rolling out 5G networks, increasing penetration of 5G chipset-based devices and growing attach rate to 5G data plans, all have come together to give 5G a faster adoption rate than 4G. Close to 200 operators across 75+ countries have gone live with 5G networks within…

Podcast: How a Low-Power Edge AI Chip Company is Driving Intelligence in Consumer Devices

As home security solutions such as security cameras are now used in several households, there is an increasing need for AI (Artificial Intelligence) inferencing at the edge. Typically, the security solution relies on machine learning models to identify objects or faces in the CCTV footage – for example differentiating between a cat and a human. The data is then sent to the cloud for analysis and…

RISC-V to Shake up $8.6-Billion Semiconductor IP Market

London, Hong Kong, Boston, Toronto, New Delhi, Beijing, Taipei, Seoul – September 13, 2021 IP design around the chipset architecture, security and cutting-edge performance improvements has been the key to the semiconductor supply chain. Intel has been dominating the CPU architecture for the computing market with its x86 instruction set, while Arm revolutionized the smartphone market with its…

Tesla AI Day: From Cars and Chips to Robots

Tesla is no longer a car company but a technology company. It is looking to build highly disruptive, efficient and intelligent products leveraging the whole gamut of horizontal technologies, from alternative energy to artificial intelligence. The focus is on having scalable solutions with great user experience by effecting a full vertical as well as horizontal integration of technologies and…

Mobile Demand Raises DRAM Revenue by 30% YoY to $19 bn in Q1 2021

London, Hong Kong, Boston, Toronto, New Delhi, Beijing, Taipei, Seoul – Jun 25, 2021 Global DRAM revenues rose to $19 billion in Q1 2021, increasing by a solid 30% YoY and 9% QoQ. Distance education and work from home (WFH) continued propelling a substantial demand for smartphone and laptop DRAM, resulting in a 6% growth in bit shipment and a 3% rise in ASP over the previous quarter.…

NAND Flash Recovery Begins on Rising Demand and Supply

London, Hong Kong, Boston, Toronto, New Delhi, Beijing, Taipei, Seoul – June 8, 2021 In the first quarter of 2021, the NAND flash memory market rebounded by 4.6% QoQ to $15.3 billion, while bit shipment increased by 12%. Leading manufacturers are developing new NAND flash with additional layers to lower bit density and increase manufacturing efficiency. In the first quarter of 2021, the…

No Stopping This Apple Cart: New Macs to Extend Chip Dominance

Apple’s new Mac will upend the Intel-dominated PC market and open up new opportunities, while the PC will be the next battleground for existing smartphone application processor (AP) vendors. Apple is now a step ahead, as it controls both the operating system and the hardware, as well as the electronics manufacturing services (EMS) environment. Others are unlikely to follow suit. Apple’s…

Xiaomi Bets on Existing Strengths in its EV Foray

Xiaomi, which is currently the most successful Chinese smartphone OEM globally, has announced its entry into the electric vehicle (EV) market. The company will kick-start the project with an investment of 10 billion yuan ($1.5 billion) and expects to spend up to $10 billion over the next decade. Source: Xiaomi It is not Xiaomi alone, other smartphone OEMs are also looking to enter the EV…

Massive Fab Expansion to Change Geographical Mix of Supply

Counterpoint estimates a 21% increase (CAGR) in the average annual wafer capacity of leading-edge logic (non-memory) IC nodes (defined by 10nm and below) for worldwide foundries and IDMs during 2021-2027. The US is expected to increase its capacity share from 18% to 24% between 2021 and 2027, compared to Taiwan’s 40%, supported by the US government's funding under the CHIPS for America Act.……

Apple’s $60-billion Opportunity

Marc Andreessen's famous quote from the last decade, "Software is eating the world", was right on the money. However, the game has changed this decade – now "Data is eating the world". Eight out of the world's top ten companies in terms of market cap, including Apple, Alphabet, Microsoft, Facebook and Alibaba, have seen their valuations swell close to trillion dollars, bigger than many individual…

Foundry Capacity Shortage to Last Longer Than 1 Year Along With Increasing Foundry Costs

The semiconductor supply chain has been suffering capacity constraints since H2 2020, with both TSMC and Intel guiding more than 18 months of supply tightness ahead. We believe the shortage will be prominent at relatively mature nodes across 200mm and 300mm foundries due to strong demand from multiple sectors. Further, we expect the lingering demand-supply imbalance to continue, with prices…