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September 8, 2021 01:41 am GMT
As of 2019, chips barely made 4% of a vehicle's BOM, confining mainly to the ECU and an optional infotainment system. By 2030, electronics will take over a more complex set of roles, including full automation, and AI that can drive anywhere. A fully automated vehicle, or AV, will be next big thing in personal transport. Gelsinger predicts a $115 billion TAM (total addressable market) size for automobile semiconductors by the end of the decade.
Original Link: https://www.techpowerup.com/286448/intel-ceo-predicts-chips-will-cost-20-of-future-cars-bill-of-materials-by-2030
Intel CEO Predicts Chips Will Cost 20% of Future Cars' Bill of Materials by 2030
Intel CEO Pat Gelsinger predicts that chips and semiconductors will make up as much of the car's bill-of-materials (BOM) as the engine (or main propulsion) itself. This change will happen as early as in 2030, said Gelsinger, speaking at a keynote address, at the IAA Mobility 2021 show in Munich. Gelsinger's prediction is backed by internal research conducted by Roland Berger, and McKinsey.As of 2019, chips barely made 4% of a vehicle's BOM, confining mainly to the ECU and an optional infotainment system. By 2030, electronics will take over a more complex set of roles, including full automation, and AI that can drive anywhere. A fully automated vehicle, or AV, will be next big thing in personal transport. Gelsinger predicts a $115 billion TAM (total addressable market) size for automobile semiconductors by the end of the decade.
Original Link: https://www.techpowerup.com/286448/intel-ceo-predicts-chips-will-cost-20-of-future-cars-bill-of-materials-by-2030
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