In the global emerging automotive semiconductor sector, the current focus on Nvidia, Intel, Qualcomm (QUALCOMM) and other chip manufacturers development, but from the United States semiconductor factory Cypress Semiconductor product development trends, Also shows that the company is actively laying out the emerging automotive semiconductor market, in addition to the Toyota Motor (Honda Motor), the best-selling car sales of the favor, with the first-line car 0 component suppliers such as Bosch and Continental, and so also established close relations of cooperation, This will help the continued opening of the larger car semiconductor sales to the sea, in this emerging area to create a more business and market size. Counter-view is also actively engaged in the development of Automotive semiconductor nvidia, although already with Tesla such well-known car brands to establish supply relationship, but Tesla capacity is still far less than Toyota and other first-line car brand manufacturers, and since driving to see mass production and market popularization still have a long wait time, This makes Nvidia's business layout to see rapid revenue growth in the next few years is facing challenges, which also shows that Nvidia's current investment in the automotive sector to develop a major focus should be on how to further the production capacity of the automotive brand big manufacturers supply chain needs, In order to further assist Nvidia to create more camp receipts in the promising automotive semiconductor market. Cypress How to lay out car semiconductors? According to Motley Fool, the Cypress is currently locked into its own microcontroller, flash memory and network chips, to open advanced Automotive driving Assistance system (ADAS), car infotainment and body electronic functions, such as the various functional applications, such as Cypress recently said, A new family of microcontroller product lines has been developed to assist the automotive industry in deploying advanced graphics technology and other features in automotive dashboard and head displays. The Cypress microcontroller product line and the 3D drawing engine has been configured to assist carmakers in providing a richer and dynamic experience of their vehicles. More importantly, Cypress's new platform, due to its single chip design, offers a simpler solution that helps end users reduce costs and expand functionality as needed. It is considered sensible to cypress the prospect of a car dashboard market that can grow by 10.3% a year by 2021. The Japanese electric outfit (Denso) previously announced that its use of the Cypress Micro-controller as the Toyota 2017-style Camry car advanced drawing function required 0 components, because Camry is one of Toyota's popular best-selling cars, for 15 consecutive years to become America's best-selling passenger car, Therefore obtains the Toyota Camry supply order also is equal to let cypress obtain the huge supply the Haikou. Not only that, because Cypress with the Continental and Bosch and other first-line automotive 0 component suppliers also have close cooperation, so it may also by the 0 components of these front-line car manufacturers and the world's cooperation between the major carmakers, indirect access to more similar to the Toyota's 0 component supply orders. Bosch's recent expansion of partnership with Cypress is a significant example, such as Bosch Adas technology will be nor flash products; Continental will also use the Cypress Traveo microcontroller to develop its own next-generation body electronic platform. Adas and car body electronics are fast-growing automotive semiconductor market, the forecast in the long term adas market growth can reach nearly 20%, the body Electronics Market Forecast to 2021 annual increase can reach more than 10%. Nvidia and Tesla and many other auto manufacturers to cooperate in the car revenue why not as much as cypress? In this case, cypress auto business accounted for the company's overall revenue share increased to 30%, in the 3rd quarter of 2017, revenue has reached about 181 million U.S. dollars. Benefiting from a strong partnership and rapid product launch capability, the company's automotive business has increased revenue by 17% in the 3 quarter of 2017 years ago. Counter-nvidia in the 3rd quarter of 2017, auto business revenue of 144 million U.S. dollars, an annual increase of 13%, auto business revenue accounted for the overall proportion of revenue is still only 5.4%. Given that Nvidia has a partnership with a number of carmakers around the world, its auto business is still not as good as that of cypress. Will form this situation main cause, with Nvidia self-driving platform drive PX 2 is currently mainly in cooperation with Tesla, but Tesla at this stage is still not such as Toyota and other production-capable carmakers. If Nvidia is to expand the size of its auto business, it will be necessary to forge alliances with Volkswagen, such as Volkswagen or Toyota, to create a larger 0 component out of Haikou. But it will take a while to wait, as Audi, the Volkswagen group, is working with Nvidia to launch a car with artificial intelligence (AI) technology, but it won't be launched until 3 years from now. Toyota is also working with Nvidia to deploy the NVIDIA DRIVE PX 2 platform in the future to Toyota's future new car, although it has not announced a clear timetable for formal commercialization, but since the Toyota has revealed plans to start testing its own cars since 2020, It means that Nvidia's supply cooperation with Toyota should not see significant revenue infusions in a short period of time. In view of 2020 is more likely to see the car manufacturers have launched their own driving, Level 5 all from the advent of the car is to wait for a long time to wait for research and development, testing to fully mature technology, so to see NVIDIA auto business revenue convergence on the global drive mass production of the footsteps of the world, Fear still needs to wait for a short time. Anti-cypress strategy is to first from the automotive semiconductor part of the future key 0 components of the layout of the field, and has been with some of the first-line car 0 component suppliers to master more business opportunities in Haikou, so that cypress in the growth of the automotive semiconductor industry can first create a greater potential for revenue, Let Cypress at this stage from the auto industry to create a higher revenue performance than Nvidia. The report predicts that the next few years will probably still outperform Nvidia in its revenue performance, as Nvidia's revenue will not see growth until it becomes more popular.
