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Chip Channel Check- Semi Shortage Spreading- Beyond autos-Will impact earnings

Chip Channel Check- Semi Shortage Spreading- Beyond autos-Will impact earnings
by Robert Maire on 03-07-2021 at 10:00 am

Robert Maire 2

– Semiconductor shortage is like toilet paper shortage in early Covid
– Panic buying, hoarding, double ordering will cause spike
– Could cause a year+ of dislocation in chip makers before ending
– Investors, Govt & Mgmt will get a wake up call from earnings hit

Auto industry is just a prominent tip Read More


What’s Wrong with Car Connectivity

What’s Wrong with Car Connectivity
by Roger C. Lanctot on 03-07-2021 at 8:00 am

What is Wrong with Car Connectivity

I have run into far too many clever automotive executives lately who seem to believe that “we” as an industry have solved the car connectivity challenge. Consumers love built-in car connections and that’s the end of the story – or so they believe.

Sadly, this is not true. Consumers surveyed by Strategy Analytics in China,… Read More


Accelerating AI-Defined Cars

Accelerating AI-Defined Cars
by Manouchehr Rafie on 02-28-2021 at 10:00 am

Accelerating AI Defined Cars Figs

Convergence of Edge Computing, Machine Vision and 5G-Connected Vehicles

Today’s societies are becoming ever more multimedia-centric, data-dependent, and automated. Autonomous systems are hitting our roads, oceans, and air space. Automation, analysis, and intelligence is moving beyond humans to “machine-specific” … Read More


Elon Knows When You Crash

Elon Knows When You Crash
by Roger C. Lanctot on 02-21-2021 at 8:00 am

Elon Knows When You Crash

It’s true. Elon Musk, CEO of Tesla Motors, knows when you crash your Tesla. He just isn’t obliged, in the U.S., to do anything about it. And he’s not alone.

Here it is, 2021 and buyers of cars in the U.S. can’t count on getting automatic crash notification (ACN) included in their next new car.  Even those cars equipped with ACN require

Read More

“For Want of a Chip, the Auto Industry was Lost”

“For Want of a Chip, the Auto Industry was Lost”
by Robert Maire on 02-11-2021 at 10:00 am

Auto Assembly Line

Semiconductor production can’t be turned on and off like a switch

Semiconductor fabs have to run 24/7 to make money. They have to be running full all the time to fully utilize the high running costs and in the case of new fabs, high capital costs.

Unlike a brake pad factory hat can hire and fire people at will and source readily … Read More


Morgan Stanley’s Tesla, Ford Misses

Morgan Stanley’s Tesla, Ford Misses
by Roger C. Lanctot on 02-07-2021 at 10:00 am

Morgan Stanley Tesla Ford Misses

Gamestop isn’t the only source of wild stock market gyrations. In fact, one might argue that the crazy valuations gravy train got its start at a humble little car company called Tesla Motors. Tesla’s stock has more than doubled in value from $400, six months ago, to more than $850 today.

Competing, so-called legacy, auto makers… Read More


Expanding Role of Sensors Drives Sensor Fusion

Expanding Role of Sensors Drives Sensor Fusion
by Tom Simon on 02-04-2021 at 10:00 am

CEVA Sensor Fusion

It is long past the time when general purpose processors could meet the needs of sensor fusion. Sensor fusion performs operations to process and integrate raw sensor data so that downstream processing is simplified and is performed at a higher level. When done properly it offers several other significant benefits such as lower… Read More


Qualcomm Takes the Wheel

Qualcomm Takes the Wheel
by Roger C. Lanctot on 02-03-2021 at 6:00 am

Qualcomm Takes the Wheel

Qualcomm took center stage in the automotive industry this week to state its intention to dominate future dashboard infotainment systems. Long known for its wireless connectivity presence, Qualcomm took the wraps off its ramping up infotainment design wins for its Snapdragon 3 platform while revealing its next generation

Read More

How Airshield Can Save Transportation

How Airshield Can Save Transportation
by Roger C. Lanctot on 01-31-2021 at 6:00 am

How Airshield Can Save Transportation

The COVID-19 pandemic has devastated public transportation of every variety from buses and taxis to airplanes and trains. The combination of remote work and evolving economic shutdowns impacting restaurants, entertainment venues, schools, and tourism have sapped transportation demand while mitigation measures have reduced… Read More


Change Management for Functional Safety

Change Management for Functional Safety
by Bernard Murphy on 01-27-2021 at 6:00 am

safety min

By now we’re pretty familiar with the requirements ISO 26262 places on development for automotive safety. The process, procedures and metrics you will apply to meet various automotive safety integrity levels (ASIL). You need to train organizations. In fact you should establish a safety culture across the whole company or line… Read More