Intel CEO Predicts Chips Will Be More Than 20% of Premium Vehicle BOM by 2030
07 Setembro 2021 - 12:45PM
Business Wire
Intel outlines plans to ramp chip production
and help automotive industry customers modernize designs to
leverage leading edge silicon.
NEWS HIGHLIGHTS
- Intel CEO Pat Gelsinger predicts the “digitization of
everything” will push the share of semiconductors in the total new
premium vehicle bill of materials (BOM) to more than 20% by 2030 –
up more than 5X from 4% in 2019.1
- The total addressable market (TAM) for automotive silicon will
more than double by the end of the decade to $115 billion –
approximately 11% of the entire silicon market.2
- To address rising demand, Intel plans to build new chip
manufacturing facilities in Europe, establish committed foundry
capacity at its Ireland site, and launch the Intel Foundry Services
Accelerator to help foundry customers move automotive designs to
advanced nodes.
- Subsidiary Mobileye showed progress toward full autonomy by
revealing its production AV equipped with Mobileye Drive™,
Mobileye’s full self-driving system. It is the first time the
commercial AV has been shown publicly.
- Mobileye and Munich-based Sixt SE announced plans to start an
autonomous robotaxi service in Germany in 2022.
During his first in-person keynote since taking the helm of
Intel in February, CEO Pat Gelsinger predicted that semiconductors
will account for more than 20% of the total premium vehicle bill of
materials (BOM) by 2030. That represents a staggering 5x growth
rate over 2019’s 4% figure. This comes amid increasing demand for
semiconductors generally. Gelsinger predicted the total addressable
market (TAM) for automotive semiconductors will nearly double by
the end of the decade to $115 billion, accounting for more than 11%
of the entire silicon TAM. This trend is being driven by what
Gelsinger called “the digitization of everything” and four
superpowers – ubiquitous compute, pervasive connectivity,
cloud-to-edge infrastructure, and AI – that are permeating the
automotive and mobility industries.
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Intel CEO Pat Gelsinger predicts the
“digitization of everything” will push the share of semiconductors
in the total new premium vehicle bill of materials (BOM) to more
than 20% by 2030. (Credit: Intel Corporation)
More: Intel and Mobileye at IAA Mobility (Press Kit) |
Intel CEO Keynotes at IAA Mobility (Video Replay) | Mobileye and
SIXT Plan New Robotaxi Service (News Release) | Mobileye Moves from
the Garage to the Streets (News Byte) | Investing in European
Priorities (Industry Quotes)
Gelsinger described the situation as both a massive challenge
and enormous opportunity – and the perfect time for Intel to step
up to the plate. “This new era of sustained demand for
semiconductors needs bold, big thinking,” said Gelsinger. “As CEO
of Intel, I have the great privilege to be in a position to marshal
the energies of 116,000 employees and a massive chip-design and
manufacturing ecosystem, to meet the demand.”
Intel Investment in Europe
To make his point, Gelsinger reminded the audience that Intel
has plans to build at least two new leading-edge semiconductor
factories in Europe with plans for future investments that could
reach 80 billion euros over the next decade. He also detailed
elements of the company’s previously announced IDM 2.0 strategy and
shared how those programs will apply specifically for the
automotive and mobility industries in the European Union.
Intel Foundry Services, announced in March, is actively engaged
in discussions with potential customers in Europe – including
automotive companies and their suppliers. Today, the majority of
automotive chips are manufactured using legacy process
technologies. As automotive applications transition to rely on more
high-performance processing, chips are also beginning to migrate to
more advanced process technologies. Intel is partnering with
leading automotive players and committing significant resources in
Europe to help drive this transition around the globe in the coming
years. The company announced plans today to establish committed
foundry capacity at its fab in Ireland and launch the Intel Foundry
Services Accelerator to help automotive chip designers transition
to advanced nodes. For this, the company is standing up a new
design team and offering both custom and industry-standard
intellectual property (IP) to support the unique needs of
automotive customers.
Mobileye: From the Garage to the Streets
To emphasize Intel’s commitment to the promising future of
self-driving, Gelsinger welcomed Mobileye CEO Amnon Shashua via a
video segment. Shashua outlined Mobileye’s approach to both the
driver assistance and autonomous driving opportunities. He
described the sensing configuration, that aims for both scale and
safety at all levels of autonomy, and stated that, like Intel,
Mobileye shares “the dream of autonomy – anywhere, anytime, for
everybody,” and is leading the industry with solutions that will
help realize those dreams.
Keynote attendees were treated to the unveiling of Mobileye’s
first production AV equipped with the Mobileye Drive™ self-driving
system and bearing the MoovitAV services branding. “Mobileye is
passionate about bringing autonomous vehicles to consumers,”
Shashua said. “The new Mobileye AV, accessible through the MoovitAV
service, is an important milestone on the way to a driverless
world.”
Speaking in front of a largely German audience, Gelsinger
emphasized Germany’s first-mover status on AV regulation, citing
the law passed earlier this year that enables commercial operation
of driverless AV services. The new law enables Mobileye to bring
autonomous ride-hailing into operation with Munich-based Sixt SE
starting in 2022. Intel and Mobileye believe that autonomous
vehicles will take off in places with the right regulatory
framework in place, and Germany’s action provides a strong
blueprint for other countries to enable the industry to move toward
the promise of full autonomy.
IEEE AV Safety Standard in Final Stages
Intel Fellow and Mobileye Vice President of Automotive Standards
Jack Weast joined Gelsinger on stage to discuss the recently
completed draft of IEEE 2846. Expected to be an approved standard
by the end of the year, IEEE 2846 will be the first AV safety
standard to address the question, “How safe is safe enough?” Weast
explained that IEEE 2846 was initiated following Mobileye’s
pioneering Responsibility-Sensitive Safety (RSS) model published in
2017 that formalizes the reasonably foreseeable assumptions humans
make every day and that AVs need to make in order to balance risk
and usefulness. “IEEE 2846 will give regulators the essential tool
they need to welcome AVs to roads everywhere,” said Weast.
Watch the keynote replay to learn more.
About Intel
Intel (Nasdaq: INTC) is an industry leader, creating
world-changing technology that enables global progress and enriches
lives. Inspired by Moore’s Law, we continuously work to advance the
design and manufacturing of semiconductors to help address our
customers’ greatest challenges. By embedding intelligence in the
cloud, network, edge and every kind of computing device, we unleash
the potential of data to transform business and society for the
better. To learn more about Intel’s innovations, go to
newsroom.intel.com and intel.com.
1Source: Roland Berger Computer of Wheels, McKinsey, Intel
2Source: Gartner, Inc.: “Semiconductor Forecast Database,
Worldwide, 2Q21 Update,” Intel
© Intel Corporation. Intel, the Intel logo and other Intel marks
are trademarks of Intel Corporation or its subsidiaries. Other
names and brands may be claimed as the property of others.
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Robin Holt 1-503-616-1532 robin.holt@intel.com
Intel (NASDAQ:INTC)
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