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Wednesday 8 February 2023
Auto chips supply chain to undergo restructuring in next 1-2 years
The shortages of automotive chips and components have eased from the past few years, but the entire supply chain is expected to undergo restructuring in the next 1-2 years as the bullwhip effect still exists, according to tier-1 suppliers.
Wednesday 8 February 2023
SDV trend to spur exponential growth in demand for auto chips, says NXP
With software-defined vehicles (SDV) becoming a mainstream, major automotive chip IDM NXP Semiconductors will continue to promote the scalability and flexibility of its own chip platforms to satisfy diverse design needs of carmakers, according to company executives.
Tuesday 7 February 2023
Onsemi exceeds fourth quarter expectations
Onsemi on Feb. 6 announced its fourth quarter and fiscal year 2022 results with the following highlights:
Tuesday 7 February 2023
IDMs keen to launch SiC power chips and modules for EVs
As SIC power chips are increasingly applied to EV inverters, many IDMs are not only expanding production capacity but also keenly launching products and solutions to meet robust market demand, according to industry sources.
Tuesday 7 February 2023
Nodar innovates stereo vision calibration for autonomous vehicles
Stereo vision, first utilized as far back as in the late 1800s, is now entering the autonomous driving space. Nodar, a Boston-based software company, is developing an algorithm to align camera measurement by software. Unlike the traditional practice of stereo vision that installs two cameras close together on a rigid metal beam to maintain alignment, Nodar's software can maintain alignment through signal processing when given fast GPU processors.
Monday 6 February 2023
Geely Tech teams up with GTA Semi to accelerate deployments in auto chips
China-based Geely Technology, an affiliate of Geely Automobile, has recently signed a strategic cooperation agreement with domestic power chips foundry GTA Semiconductor to carry out comprehensive collaboration in the areas of auto-grade chips R&D, manufacturing, market applications and talent training, according to industry sources.
Monday 6 February 2023
Infineon expects improved MCU availability in 2H23, seeing big growth for auto, renewables and power infrastructures
At its latest conference call on Feb 2, Infineon said its Aurix MCU family is "on full ramp mode," adding that having gotten more wafers, it expects availability of automotive MCUs to improve in the second half of 2023. The comment echoes what TSMC has previously stated.
Friday 3 February 2023
Qualcomm posts revenue drop in fiscal 1Q23; automotive chip sales jump 58%
Qualcomm has reported revenue declined 12% on year to US$9.5 billion in its fiscal first quarter, with its QCT (Qualcomm CDMA Technologies) business generating nearly US$7.9 billion.
Friday 3 February 2023
Infineon posts record quarterly margin for 1Q23, defying weakening greenback
Germany-based semiconductor IDM Infineon reported a sequential decline in revenue for the first quarter of FY2023 (quarter ended on Dec 30, 2022). The company cited weakening demand in consumer applications due to macroeconomic uncertainties, but said its capacities in the automotive division "are completely booked out for fiscal 2023."
Friday 3 February 2023
Robust demand drives China's NEV global market share to record 63%
While COVID-19 posed a great challenge for China's automotive industry last year, the country saw its new energy vehicle (NEV) market grow. According to China Passenger Car Association (CPCA), China accounted for 63% of global NEV sales in 2022, maintaining a significant lead from Europe or North America.
Friday 3 February 2023
Avnet expects U-shaped semiconductor recovery
The semiconductor market is expected to experience U-shaped recovery, according to Prince Yun, president of Asia Pacific at Avnet, an international IC distributor.
Thursday 2 February 2023
Wolfspeed to build its first European SiC fab with ZF's investment
US-based SiC and GaN technologies provider Wolfspeed announced on February 1 a plan to build its first SiC fab in Europe. The project, which aims to start construction this year, received a US$185 million investment from ZF Group, the leading automotive Tier-1 supplier.
Thursday 2 February 2023
IDMs in price war for auto mmWave radar chip solutions
International IDMs are entering a new wave of price competition for their auto-use mmWave radar chips solutions, which see increasing penetration as vehicles undergo electrification, according to industry sources.
Thursday 2 February 2023
mmWave radar demand could be strengthened by Tesla's rumored return
With the popularization of automotive electronics, especially ADAS and L2+ self-driving, the mmWave radar has become a required sensory component - a rigid demand. With Tesla, which removed the mmWave radar from its vehicles two years ago, rumored to reintroduce the feature, demand for mmWave radar chips has continued to be strengthened.
Thursday 2 February 2023
Foxconn hires Nissan veteran to lead EV business
Taiwanese tech giant Foxconn, determined to transform its entire group, has been actively expanding to electric vehicle industry in recent years. Having made new changes to its business model, Foxconn has also recruited a large number of the industry's elites to shorten the time it needs to enter the industry as much as possible.
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