Automakers worldwide have scaled back production due to a shortage of semiconductors. Companies which have announced temporary halts on production include Volkswagen, Toyota, General Motors, Ford, Nissan, Honda, Suzuki, Mitsubishi, Daimler (Mercedes) and Stellantis (merger of Fiat-Chrysler and Peugot).
IHS Markit estimates… Read More
– 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
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
Five or ten years ago it would have been hard to imagine someone from Ford Motors giving the keynote at a technology summit at a major EDA company like Synopsys. However, on November 2[SUP]nd[/SUP], Synopsys hosted a seminar on the topic of Automotive Architecture Design and System Testing, and Ford Technical Fellow Jim Buczkowski… Read More
It’s hard to be a thought leader around the future of transportation when the entire market seems to be moving in one of three directions simultaneously: either ride hailing (Uber, Lyft), car sharing (Zipcar, Car2go) or automated driving (Google, Tesla). If you’re Ford Motor Company and you care about whether you are adding to … Read More
Cnet reports that, starting this week, AT&T is offering “Unlimited Plan” customers the option to add connected cars or a ZTE Mobley Wi-Fi plug-in device to their plan for $40/month for unlimited data – $10/month will buy 1GB. The plan applies to certain Buick, Audi, Chevrolet, Cadillac, GMC, Jaguar, Land… Read More
Goldman Sachs defines the Internet of Things (IoT) as the third wave of internet revolution: By connecting billions of devices to the internet, the IoT can open up a host of new business opportunities and challenges. According to McKinsey, the IoT has the potential to create up to $6 trillion economic value annually by 2025. According… Read More
These days, most of the innovative concepts in our cars are driven by electronics; not only infotainment systems, but also instrument clusters, safety systems including ADAS (Advanced Driver Assistance Systems), information displays, night vision, airbags, backup camera, stability control, and so on. The upcoming connected… Read More
1964 Vision, Volume and Moore’s Law
The 1964 New York World’s Fair saw Lee Iacocca, then a young 40 year old General Manager, introduce a car that inspired “total performance” and was for a “young America out to have a good time.” This young America would become the baby boomer generation. The Mustang was revolutionary in its affordability,… Read More