Consulting firm Deloitte Touche Tohmatsu Limited estimates that as of 2017, some 40% of the cost of a new car can be attributed to semiconductor-based electronic systems, a cost doubling since 2007. It estimates this total will approach 50% by 2030.
The company further predicts that each new car today has about $600 worth of semiconductors packed into it, consisting of up to 3,000 chips of all types.
Let’s be honest auto chips and their margins isn’t what Intel was ever interested.
But you can bet Pat is going to leverage the political situation to get billions if not tens of of billions from tax payers to build factories. What he will fill them with isn’t reality based but fantasy.
Auto chips come from a large group of older technologies where Intel has discarded and forgotten how to do. They don’t even have the resources to do leading edge to think they will have meaningful presence in Autos is laughable, but give Pat credit in trying to get free money where money wasn’t even an interest or problem
Intel not doing good in automotive.
IOTG infotainment business not a core revenue and doesn't seems like the fab is ready for low DPM to go into auto
I have an optimist view about the auto industry being able to cope just because we have two more industries that have gone the same transitions, aeronautical and aerospace.
Back in the day airplanes where just knobs and levers, and we didn't have the reliability that safety that we have today.
With aerospace, I mean, software engineering as a discipline started with aerospace!
If we write "starup code" (i.e. CRUD web app) for cars we'd still be in huge trouble, but if the automotive industry can adopt the redundant systems, enforce VERY high levels of software testing, and other practices for those other industries I think we could see some interesting things coming from the industry