Intel and Qualcomm will once again compete in the automotive chip market (below)

September 25, 2021

Whether the autopilot platform led by BMW/Intel/Mobileye will become the 'Wintel' of the PC industry is still too early. ..
Middle: "Intel and Qualcomm will be in the auto chip market again (middle)"

Open platform

According to Winter, the biggest benefit of the BMW/Intel/Mobileye tripartite alliance is that the three companies work together to develop a unified “industry standard and an open platform for autonomous driving”, in addition to the success of the chip design for BMW's autonomous vehicles. aims.

Winter said: "We intend to establish detailed technical specifications for others to adopt and implement directly."

In addition, in announcing the news of the tripartite alliance, Egil Juliussen, IHS AutomoTIve in-vehicle infotainment system and ADAS research director, said: "This makes sense. The autopilot program is not easy to implement, it requires many different technologies, including depth. Learning, sensor integration, etc., have the ability to replace the position of human driving in the car." He concluded, "at a higher level, this form of cooperative alliance will help accelerate the progress of the plan."

However, it is still too early to say whether the autopilot platform led by BMW/Intel/Mobileye will become the 'Wintel' of the PC industry (that is, Microsoft Windows is executed on Intel CPU).

After all, fully automated, machine learning-oriented autonomous vehicles are still in the pipeline.

In addition to the BMW/Intel/Mobileye platform, other automakers are also promoting a central computing architecture for autonomous vehicles. One of them is called zFAS, which is a car computer developed by Audi and Delphi, which integrates Nvidia and Mobileye chips. In addition, Mercedes-Benz is working with another first-line industry to develop different autonomous vehicle platforms.

The concept of central computing can be used successfully for autonomous vehicles, just as Nvidia can be used with the Mobileye for the zFAS platform. However, when it comes to multi-domain (mulit-domain) controllers, according to Winter, Intel believes the company has an advantage in this regard.

She believes that the emergence of multi-domain controllers, symbolizing the growing trend of automotive OEMs intending to reduce the use of ECUs inside vehicles. Winter said: "At present, there are about 150 ECUs deployed in a car. Car OEMs hope to reduce this number and use fewer ECUs to perform more functions." In her view, multi-platform implementation on a single chip. The way, "more like a server-style architecture, and this is our advantage."

Intel enters the road of the car market

Compared to its competitors, Caviasca added, "Intel's strength lies in the three areas of car infotainment platform, 5G communication and data center / cloud."

So how does Intel enter the auto market, especially compared to the recently announced merger of NXP/Qualcomm? Caviasca said, "In the future, we will have many opportunities to compete with them and cooperate with them." But he stressed that Intel has made great progress in this area in recent years, but also has great advantages.

In the face of the future of the automotive market, Intel is confident that its own strength in data processing, machine learning and deep learning software will be able to exceed what NXP / Qualcomm can provide.

2015 Automotive Semiconductor Supplier Ranking

2015 Automotive Semiconductor Supplier Ranking

Of course, Caviasca admits that NXP/Freescale has been eye-catching in the entry-level in-vehicle infotainment (IVI) market, but with regard to mid-level IVI and the emerging 'software-defined digital cockpit', he Said, "We have also continued to make a lot of design orders."

Intel claims that with the "software-defined cockpit", the company has achieved "49 OEM design orders, 33 first-tier manufacturers and 30 models, and received more than $1 billion in design order revenue."

Intel is currently manufacturing with Kia, Hyundai, BMW, Rolls Royce, Mini Cooper, InfiniTI, Lexus, Toyota, Daimler, Jaguar XF and Tesla Model S. Business cooperation. "In fact, apart from Ford, we have almost every cooperation with every car manufacturer."

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