During its first keynote held in person since it took over the leadership of Intel last February, Ceo Pat Gelsinger expressed his prediction that semiconductors will represent over 20% of the total separate base (BOM) of premium vehicles within the

The figure represents an incredible growth rate of 5 times the value of 4% recorded in 2019. This is happening in a period of growing demand for semiconductors in general. Gelsinger has predicted that the potential market for automotive semiconductors (TAM) will almost double by the end of the decade to 115 billion dollars, equal to more than 11.1% of the entire semiconductor TAM. This trend is driven by what Gelsinger has called the digitalization of everything and by the four superpowers übique of processing, pervasive connectivity, cloud-to-edge infrastructure and artificial intelligence

Gelsinger described the situation as a great challenge but also as a huge opportunity, as well as a perfect moment for Intel to get involved. According to the Intel CEO, this new era of great demand for semiconductors requires thinking in large and courageous ways. Gelsinger has stated that he has the great privilege of being able to deploy the energies of 116,000 employees and a huge chip design and production ecosystem to meet this demand.

Intel investment in Europe

In support of his position, Gelsinger reminded the public that Intel is planning to build at least two new state-of-the-art semiconductor factories in Europe, with plans for future investments that could reach 80 billion euros over the next decade. He also outlined the elements of the IDM 2.0 strategy previously announced by the company and shared how these programs will specifically affect the automotive and mobility sectors in the European Union.

Intel Foundry Services, announced last March, is actively engaged in discussions with potential customers in Europe, including car manufacturers and their suppliers. Today, most automotive chips are produced using legacy process technologies, not recently introduced. Since automotive applications are starting to need more processing power, chips are also starting to migrate to more advanced process technologies. Intel is working with leading automotive companies and engaging significant resources in Europe to help drive this transition globally in the coming years. The company today announced its intention to establish a space dedicated to foundry activity at its factory in Ireland and launch the Intel Foundry Services Accelerator initiative to help designers migrate automotive chips to advanced nodes. For this reason, the company is setting up a new design team and offering both dedicated and industry-based intellectual property (IP) to support specific customer needs in the automotive industry.

Mobileye: from the garage to the street

To underline Intel’s commitment to the promising autonomous driving industry, Gelsinger called the CEO of Mobileye Amnon Shashua to join the keynote video. Shashua outlined the Mobileye approach in both assisted driving and autonomous driving. He described the detection system, which aims at scalability and security at all levels of autonomy, and said that, like Intel, Mobileye shares the dream of autonomy è altime, per tutti, e

Participants in the keynote watched the presentation of the first autonomous vehicle (AV) of production of Mobileye equipped with the autonomous driving system Mobileye Drive and bearing the brand MoovitAV.

Speaking to a predominantly German audience, Gelsinger pointed out that Germany is a pioneer in the regulation of AVs, citing the law passed at the beginning of this year allowing the provision of commercial AV services without driver. The new law allows Mobileye to operate a autonomous taxi service from 2022 in collaboration with the German company Sixt SE, based in Munich. Intel and Mobileye are convinced that autonomous vehicles will be successful in places with the right regulatory framework and that the German initiative is a strong reference point for other countries in order to allow industry to move towards fully autonomous driving.

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