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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?


To: robert b furman who wrote (12618)1/5/2022 11:26:42 AM
From: Kirk ©1 Recommendation

Recommended By
berniel

  Respond to of 26542
 
Intel is up nicely today. Probably on this news from Mobileye. I took profits in the $60s and added back in the $40s last year.

Is this the sort of news that will make Intel do well again?

New Mobileye EyeQ Ultra Will Enable Consumer AVs

Single-package design will deliver industry’s leanest, most performance-power efficient SoC for fully autonomous vehicles.

NEWS HIGHLIGHTS

  • Mobileye introduces EyeQ® Ultra™ – a single package AV-on-chip super-computer that is purpose-built for end-to-end autonomous driving.
  • Proven Mobileye EyeQ® architecture underpins EyeQ Ultra, maximizing performance and efficiency at 176 TOPS (tera operations per second).
  • First silicon for the EyeQ Ultra is expected in late 2023 with full automotive-grade production in 2025.
  • Mobileye also introduces the next-generation EyeQ system-on-chip (SoC) for advanced driver-assistance systems (ADAS): EyeQ6L and EyeQ6H.


Mobileye introduces the EyeQ Ultra, the company’s most advanced, highest performing system-on-chip purpose-built for autonomous driving. Unveiled at CES 2022, EyeQ Ultra maximizes both effectiveness and efficiency, making it the industry’s leanest autonomous vehicle chip. (Credit: Mobileye, an Intel Company)



January 04, 2022 11:00 AM Eastern Standard Time

LAS VEGAS--( BUSINESS WIRE)--Mobileye today introduced the EyeQ® Ultra™, the company’s most advanced, highest performing system-on-chip (SoC) purpose-built for autonomous driving. As unveiled during CES 2022, EyeQ Ultra maximizes both effectiveness and efficiency at only 176 TOPS, making it the industry’s leanest autonomous vehicle (AV) chip. This efficiently designed SoC builds on seven generations of proven EyeQ architecture to deliver exactly the power and performance needed for AVs, which are all but certain to be all-electric vehicles.

First silicon for the EyeQ Ultra SoC is expected at the end of 2023, with full automotive-grade production in 2025.

“Consumer AV is the end game for the industry,” said Prof. Amnon Shashua, Mobileye president and chief executive officer. “By developing the entire self-driving solution – from hardware and software to mapping and service models – Mobileye has a unique perspective into the exact requirements for the self-driving system that enables us to reach the performance-and-cost optimization that will make consumer AVs a reality.”

More: Mobileye at CES 2022 (Press Kit)

Mobileye designed the EyeQ Ultra after having first built an AV to understand exactly what a self-driving vehicle needs to operate at a very high meantime between failures. This approach enables the optimum balance of performance across different accelerators and general-purpose processors in an extremely efficient power-performance envelope.

Delivering Unmatched Cost-to-Performance

Marking a leap in the evolution of the EyeQ family of SoCs, EyeQ Ultra packs the performance of 10 EyeQ5s in a single package. Leveraging 5 nanometer process technology, EyeQ Ultra can handle all the needs and applications of Level 4 (L4) autonomous driving without the power consumption and costs related to integrating multiple SoCs together. Like its EyeQ predecessors, EyeQ Ultra has been engineered in tandem with Mobileye software, enabling extreme power efficiency with zero performance sacrifices.

EyeQ Ultra utilizes an array of four classes of proprietary accelerators, each built for a specific task. These accelerators are paired with additional CPU cores, ISPs and GPUs in a highly efficient solution capable of processing input from two sensing subsystems – one camera-only system and the other radar and lidar combined – as well as the vehicle’s central computing system, the high-definition map and driving policy software. At a mere 176 TOPS, the EyeQ Ultra is much more efficient than other AV solutions, delivering the necessary performance and price-point required for consumer-level AVs.

By optimizing for efficiency, EyeQ Ultra unlocks the AV potential for safer roads and reduced congestion for consumers.

Evolution of the EyeQ Architecture

The introduction of EyeQ Ultra comes at the same time as two new EyeQ SoCs for ADAS – the EyeQ6L and EyeQ6H – and follows the shipment of Mobileye’s 100 millionth EyeQ SoC late last year. First introduced in 2004, Mobileye’s EyeQ transformed the ADAS market by proving that cost-effective camera sensors processed by Mobileye’s purpose-built technology were capable of preventing and mitigating collisions. The innovation of EyeQ helped make roadway safety technology more accessible, bringing features including forward-collision warning, lane departure warning and blind spot detection to millions of drivers around the world.

Mobileye’s proven EyeQ architecture lays the foundation for EyeQ Ultra. Designed to make consumer AVs accessible, EyeQ Ultra fills a void in the automotive market as the EyeQ family of SoCs has done before it. As an extension of the EyeQ family, EyeQ Ultra will also be informed by Mobileye’s Road Experience Management™ (REM) mapping technology. Gathered via millions of vehicles on the road already equipped with Mobileye, REM captures packages of road data to create the Mobileye Roadbook™, which is accessed via the cloud to provide, in real time, up-to-date information on the drivable paths ahead.

Two New EyeQ SoCs for Next-Generation ADAS

The EyeQ6L will be the successor to the EyeQ4 SoC in a package that is just 55 percent the size of the EyeQ4. This one-box windshield solution delivers more deep-learning TOPS at ultra-low power for highly efficient entry and premium (L2) ADAS. It began sampling last year and is due to reach start of production by the middle of 2023.

The EyeQ6H will support premium ADAS or partial AV capabilities with full surround. It is equivalent to two EyeQ5 SoCs in terms of computing power but more importantly supports visualization and performs better under heavy artificial intelligence workloads. This centralized solution will provide all ADAS L2+ functionalities, multi-camera processing (including parking cameras), and will host third-party apps such as parking visualization and driver monitoring. This most advanced ADAS SoC in the EyeQ family will begin sampling this year and is due to begin production by the end of 2024.

Both EyeQ6 SoCs will be manufactured on 7nm process technology.

More Context

As Mobileye continues to execute its plan to enable autonomous driving, the versatility and scalability of the company’s portfolio comes into view. Mobileye recently shipped its 100 millionth EyeQ SoC, unveiled its production robotaxi, and scaled its autonomous vehicle testing across multiple cities around the world including in the U.S., Europe and Asia.

About Intel

Intel (Nasdaq: INTC) is an industry leader, creating world-changing technology that enables global progress and enriches lives. Inspired by Moore’s Law, we continuously work to advance the design and manufacturing of semiconductors to help address our customers’ greatest challenges. By embedding intelligence in the cloud, network, edge and every kind of computing device, we unleash the potential of data to transform business and society for the better. To learn more about Intel’s innovations, go to newsroom.intel.com and intel.com.

About Mobileye

Mobileye is leading the mobility revolution with its autonomous driving and driver-assist technologies, harnessing world-renowned expertise in computer vision, machine learning, mapping and data analysis. Our technology enables self-driving vehicles and mobility solutions, powers industry-leading advanced driver-assistance systems and delivers valuable intelligence to optimize mobility infrastructure. Mobileye pioneered such groundbreaking technologies as True Redundancy™ sensing, REM™ crowdsourced mapping, and Responsibility Sensitive Safety (RSS) technologies that are driving the ADAS and AV fields toward the future of mobility. For more information: www.mobileye.com.

Forward-Looking Statements

businesswire.com



To: robert b furman who wrote (12618)1/10/2022 11:13:15 AM
From: Kirk ©  Respond to of 26542
 
Industry seeing some pushback to higher chip prices while shortages remain for autos.

Taiwan foundries may freeze quotes in 2Q22
Monica Chen, Taipei; Jessie Shen, DIGITIMES
Monday 10 January 2022
digitimes.com

Taiwan pure-play foundries are likely to freeze their quotes in the second quarter of 2022, as their fabless and IDM clients find it increasingly difficult to pass rising costs onto customers and are therefore more reluctant to accept higher foundry quotes, according to industry sources.

However, if TSMC proposes price increases for the second quarter, other pure-play foundries will follow suit and insist on further upward adjustments in their quotes, the sources said. TSMC may take the lead in raising prices for the second quarter, traditionally a slow season for the industry.

TSMC could raise its quotes by another 5% starting the second quarter to reflect higher-than-expected costs arising from its ongoing capacity expansions, the sources indicated. TSMC have already raised quotes for all its process manufacturing offerings by 10-20% starting the first quarter.

United Microelectronics (UMC), Vanguard International Semiconductor (VIS) and Powerchip Semiconductor Manufacturing (PSMC), which have made significant price increases since late 2020, are expected to continue raising their prices but at a slower pace in 2022, the sources said.

UMC have reportedly notified customers about further price increases starting January and March, while VIS and PSMC have raised quotes for part of their process offerings by 10% starting this year.

UMC, VIS and PSMC are expected to make modest price increases in 2022, the sources said. Nevertheless, they will still be able to maintain their product ASPs at high levels this year and above the levels in 2021, the sources believe.

Customers' long-term order commitments are encouraging Taiwan-based pure-play foundries to build additional fab capacities, which are expected to come online starting 2023. It remains to be seen whether the foundries will be capable of fully utilizing their fab utilization rates when the new capacities arrive, the sources noted.


At fabless chipmakers, meanwhile, the supply of many ICs such as display driver ICs and non-automotive MCUs is no longer tight, the sources said. Shortages of certain ICs particularly automotive chips still persist, on the other hand.

IDMs including Infineon, STMicroelectronics, ON Semiconductor and Renesas have still had their delivery lead times prolonged, and are prompted to raise their chip prices due to their supply crunches and rising costs, according to the sources.