Asia and Global Semiconductor and Tech Research

Andrew Lu

Thematic (Sector/Industry)

Post <a href="https://www.smartkarma.com/entities/21591" target="_blank" data-smartkarma-citation="entities:21591:1">Bayerische Motoren Werke AG (BMW GR)</a>, <a href="https://www.smartkarma.com/entities/16764" target="_blank" data-smartkarma-citation="entities:16764:1">Intel Corp (INTC US)</a> , and Mobileye announced new self-driving car to launch by 2021 together with multiple road tests of <a href="https://www.smartkarma.com/entities/11369" target="_blank" data-smartkarma-citation="entities:11369:1">Alphabet Inc Cl C (GOOG US)</a> self-driving car, we estimate semiconductor usage for automotive industry will grow substantially for next few years and outpace semiconductor usage growth for PC, notebook, tablet, and smartphone and outpace semiconductor market size for AR/VR, internet of Things, and robotics. Due to a paradigm shift of automotive industry from gasoline car to electronic car and self-driving car, we estimate semiconductor value per car will exceed US$500 by 2020-2025 (from US$315 in 2012 and US$385 in 2017) by accounting 20-30% of global logic semiconductor market. In net, we see three structural changes like automotive industry consolidation is coming on rising R&amp;D, new semiconductor vendors are emerging, and value per car rising at 5-6% CAGR for next 5-10 years in automotive industry.

Post Bayerische Motoren Werke AG (BMW GR), Intel Corp (INTC US) , and Mobileye announced new self-driving car to launch by 2021 together with multiple road tests of Alphabet Inc Cl C (GOOG US) self-driving car, we estimate semiconductor usage for automotive industry will grow substantially for next few years and outpace semiconductor usage growth for PC, notebook, tablet, and smartphone and outpace semiconductor market size for AR/VR, internet of Things, and robotics. Due to a paradigm shift of automotive industry from gasoline car to electronic car and self-driving car, we estimate semiconductor value per car will exceed US$500 by 2020-2025 (from US$315 in 2012 and US$385 in 2017) by accounting 20-30% of global logic semiconductor market. In net, we see three structural changes like automotive industry consolidation is coming on rising R&amp;D, new semiconductor vendors are emerging, and value per car rising at 5-6% CAGR for next 5-10 years in automotive industry.

Andrew on Tech: Automotive Semis the Next Wave

Sweden

Atlas Copco AB is an international industrial group. The Company develops, manufactures, and markets compressed air equipment and treatment, vacuum solutions, mining equipment, generators, electric and pneumatic tools, and hybrid joining technologies and other assembly systems, as well as offers related equipment and services.

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Atlas Copco (ATCOA SS)

Andrew on Tech: Automotive Semis the Next Wave

Post Bayerische Motoren Werke AG (BMW GR), Intel Corp (INTC US) , and Mobileye announced new self-driving car to launch by 2021 together with...

Andrew Lu

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