Four years ago, this month, McKinsey published a report – “Monetizing Car Data” – which continues to simultaneously haunt and mock the automotive industry. The report claimed that by 2030 the so-called “car data market” would be worth as much as $750B.
This report spawned… Read More
Future mobility disruptions include the development of autonomous and connected vehicles, electric powertrains, and shared mobility solutions. These trends will shape and impact the semiconductor design value chain:
• Development of autonomous vehicles will impact chip design, verification, and IP through demand for … Read More
Micromobility – characterized by shared bicycles, scooters and other wheeled devices – was all the rage in 2018 and that enthusiasm has carried over into 2019 – if McKinsey is to be believed. McKinsey published a white paper last week touting the glories of micromobility and a potential market of $300B-$500B by 2030.… Read More
I’ve been driving cars since 1975 and in the early days we had simplistic gauges for feedback like: Speed, Fuel level, Oil level, RPM. Back then when you popped the hood of a car you could see through the engine compartment onto the ground below, however with today’s cars the engine compartments are crammed with tubes,… Read More
I have been writing about big data for over three years now. In all that I wrote and many articles that I read, there is an underlying assumption that people naturally accept the huge economic value associated with big data. It turns out that this is a bad assumption. They don’t!
There are many people that see big data as worthless… Read More
This is the first of an occasional series of articles on the semiconductor industry. Many column inches have covered industry consolidation and in this first article, I aim to explain how the industry reached this point. Later articles will cover subjects including China, joint ventures, emerging players like Brazil and Vietnam,… Read More
Speaking at the World Business Forum in Sydney, Australia in May, Steve Wonziak (cofounder of Apple) said about the Internet of Things : “I feel it’s kind of like a bubble, because there is a pace at which human beings can change the way they do things. There are tons of companies starting up.” According to market… Read More