The Hansen Report
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T HE H A N S E N RE POR T 25 Editorial Notes
Dear Reader, Nvidia’s pending 40 billion US dollars acquisition of ARM will greatly elevate its automotive profile. The company has placed huge bets on the emergence of a high-volume market for its Drive autonomous vehicle computing platform. But that market still is years away from fruition. Nvidia’s automotive revenues totaled just 111 million US dollars in the second quarter of its 2021 fiscal year, down 28 % from the previous quarter. In contrast, ARM CPU cores have claimed a very large share of automotive appli cations. ARM processors are central to 85 % of the SoCs deployed in IVI applications and 65 % of ADAS applications. And while Nvidia invented the GPUs, ARM’s Mali GPU is the number-one shipping GPU worldwide in all markets, says ARM. The company’s development ecosystem is bigger than Nvidia’s. Like Nvidia, ARM has also set its sights on the autonomous vehicle computing market, an 8 billion silicon opportunity in 2030, according to the company. ARM recently introduced a suite IP that includes its highest performance Cortex CPU, a Mali GPU and a Mali image signal processor, all of which are safety capable. The IP-specialist leads the Autonomous Vehicle Computing Con sortium that will recommend system architectures that are suitable to largescale commercial deployment.
ATZ electronics worldwide 12|2020
Regulatory approval of the ARM acquisition is by no means certain. China will likely object. Another complication, ARM licenses its IP to chip makers with whom Nvidia competes. Those customers will question their relationship with ARM. The deal is expected to close in March of 2022. Cordially,
26 Ford’s Top E/E Man Claims Software and Cloud Connectivity is Core Business 27 On-street Parking Availability Will Get a Big Boost from Video Data 28 Integrating Chassis Components in the Wheel Arch 28 Electric Vehicles Cost Less to Own Than Best-selling Gas-powered Vehicles 28 C-V2X Demo in Virginia 30 People + Companies
Paul Hansen Editor
32 Products IN THE SPOTLIGHT
36 The EU versus the Automotive Industry
IMPRINT THE HANSEN REPORT on Automotive Electronics 12|2020, Volume 33 / ISSN (Online) 2192-91143 Springer Vieweg | Springer Fachmedien Wiesbaden GmbH P. O. Box 15 46 · 65173 Wiesbaden · Germany Abraham-Lincoln-Straße 46 · 65189 Wiesbaden · Germany www.springerprofessional.de/en/ atzelectronics-worldwide/5013758 Amtsgericht Wiesbaden, HRB 9754 USt-ldNr. DE81148419 Managing Directors: Stefanie Burgmaier, Joachim Krieger, Juliane Ritt Director Production: Ulrike Drechsler Head of Media Sales: Volker Hesedenz Editor in Chief: Dr. Alexander Heintzel Editors: Paul Hansen, Robert Unseld Head of Sales and Marketing: Jens Fischer Production | Layout: Kerstin Brüderlin, Heiko Köllner Offprints: Martin Leopold, Medien-Kontor Leopold, Kreuzstr. 1, 53489 Sinzig · phone +49 2642/90 75 96 |[email protected] Sales Management Automotive: Rouwen Bastian, phone +49 611 7878-399 · fax +49 611 7878-78399 [email protected] Display Ad Manager: Carmen Calv
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