Semiconductor & Technology Specialist, Ingenuity

William Keating

Semiconductor & Technology Specialist

Ingenuity

Our focus is exclusively on in-depth research & consulting in the broader semiconductor industry. We focus on the key players, namely Intel, Micron, Qualcomm, Apple, Samsung, NVIDIA, AMD, TSMC & Global Foundries - as well as some of the lesser known, but nonetheless critical, companies such as ASML (for EUV), Mellanox, Cavium, Xilinx etc. We specialise in their products, roadmaps, process technologies, competitive advantages & threats etc. We also help our clients understand the implications of new and emerging technologies, e.g. 3D X-Point, 3D NAND, Carbon Nanotubes, Autonomous Driving, Graphene, Silicon Photonics, Wafer-Level Optics, Artificial Intelligence, FPGA, GPU, ASIC etc. 

Semiconductor Analysis & Research

Thematic (Sector/Industry)

<a href="https://www.smartkarma.com/entities/16764" target="_blank" data-smartkarma-citation="entities:16764:1">Intel</a>'s high-profile acquisition of <a href="https://www.smartkarma.com/entities/22927" target="_blank" data-smartkarma-citation="entities:22927:1">Mobileye</a> for $15.3 billion in 2017 was a clear sign of the company's intention to become a dominant player in autonomous driving. In fact, this was just the latest (and largest) in a series of investments and smaller acquisitions made by the company in the previous two years, all laying the groundwork for a broad portfolio of capabilities spanning every major technology required to make autonomous driving a reality. With its processors, FPGA's, storage and connectivity solutions and of course its MobileEye division, Intel would appear to be well poised to win big in a market it values at more than $100 billion by 2030.In this Insight, we review the history of autonomous driving at Intel, from its entry point with In-Vehicle-Infotainment through to its acquisition of MobilEye. We review the reasons why we believe Intel was willing to pay well above the odds to acquire MobilEye and evaluate the wisdom of that approach. We note that Intel maintains two autonomous driving platforms, one which includes MobilEye and another which does not, and speculate as to why this might be the case. Finally, with an eye on the growing competition in the segment from the likes of <a href="https://www.smartkarma.com/entities/5891" target="_blank" data-smartkarma-citation="entities:5891:1">Nvidia</a>, <a href="https://www.smartkarma.com/entities/15933" target="_blank" data-smartkarma-citation="entities:15933:1">Renesas</a>, Autoliv and <a href="https://www.smartkarma.com/entities/10525" target="_blank" data-smartkarma-citation="entities:10525:1">Nextchip</a> among others, we ask the key question- will Intel succeed in its autonomous driving mega-billions gamble?

Intel's high-profile acquisition of Mobileye for $15.3 billion in 2017 was a clear sign of the company's intention to become a dominant player in autonomous driving. In fact, this was just the latest (and largest) in a series of investments and smaller acquisitions made by the company in the previous two years, all laying the groundwork for a broad portfolio of capabilities spanning every major technology required to make autonomous driving a reality. With its processors, FPGA's, storage and connectivity solutions and of course its MobileEye division, Intel would appear to be well poised to win big in a market it values at more than $100 billion by 2030.In this Insight, we review the history of autonomous driving at Intel, from its entry point with In-Vehicle-Infotainment through to its acquisition of MobilEye. We review the reasons why we believe Intel was willing to pay well above the odds to acquire MobilEye and evaluate the wisdom of that approach. We note that Intel maintains two autonomous driving platforms, one which includes MobilEye and another which does not, and speculate as to why this might be the case. Finally, with an eye on the growing competition in the segment from the likes of Nvidia, Renesas, Autoliv and Nextchip among others, we ask the key question- will Intel succeed in its autonomous driving mega-billions gamble? 

Autonomous Driving- Intel's Mega-Billions Gamble

South Korea

NC& Co., Ltd. develops advanced driver assistance systems semiconductors technology. The Company develops high resolution image signal processing technology, high efficiency image transmission technology, and other related products. NC& also produces black boxes, air sterilizers, and ventilation alert sensors.

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NC& Co Ltd (092600 KS)

Autonomous Driving- Intel's Mega-Billions Gamble

Intel's high-profile acquisition of Mobileye for $15.3 billion in 2017 was a clear sign of the company's intention to become a dominant player in...

William Keating

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