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Is Mobileye-Intel New ‘Wintel’ of Auto?

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Chipmaker
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Re: ...
Chipmaker   3/15/2017 4:36:20 PM
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good to relook at this comments thread now. acquisiton of mobileye was predicted in this thread

Mumani
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Post Intel?
Mumani   12/6/2016 3:51:44 PM
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Roughly 8 years ago OEMs wondered how to take advantage of high-performance, low-power consumer chips. Now we have some semi-customized chips. The next step for OEMs is - like for gearboxes - to specify SoCs and then hand off fine grained design and production to (silicon) suppliers. This allows car makers to drive cost down, design car specfic computers and differentiate more. Intel has to counter this to be successful in the long run.

pcambou
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Wintel of Auto?
pcambou   12/5/2016 7:03:59 AM
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Thank you Yoshida for clarifying the workload divide between Mobileye like chip (Vision Processor) and Intel like chips (ECU). 

I agree that there is currently some kind of monopoly from Mobileye, looking very much like Windows, but with a hardware side to it (ST/Mobileye partnership), on the ECU side which is the one that Intel would like to capture, we are really far from any kind of monopoly at this time, Qualcomm/NXP has been mentioned but TI, Toshiba, Fujitsu, Renesas and many other are very active and prosperous on the subject.

This is a great idea that a Wintel situation could rise again it the Auto world. This might clearly be possible, but I am not sure Intel would be the best candidate. The only reason for Intel to be on this market is the colapse of its core PC business, this is not a good reason for customers to prefer Intel rather than another player. Intel would be defying the odds of disruption, and this is unlikely.

The unique attribute to succeed in the automotive ECU are Real time and Safety/Reliability. There is also the possibility that a single chip option like the one we see in Mobile do appear. If this happen, then ST and ARM would clearly benefit.

gmeenus0
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Re: Delphi explains tech in new video released today
gmeenus0   12/5/2016 1:56:33 AM
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Regarding Intel targeting AI, training neural networks armed with Nervana.. Qualcomm has been working on neuromorphic computing with its Zeroth platform. Plus Qualcomm Ventures has invested into Brain Corp. developing an OS for robots. The techs can be used across both mobile devices (read "cognitive companions") as well as in the automotive.

Chipmaker
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Re: Delphi explains tech in new video released today
Chipmaker   12/2/2016 8:44:08 PM
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also would be interesting to know qualcomm's view of intel's alliances or is it satisfied with nxp acqusition for now.

junko.yoshida
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Re: ...
junko.yoshida   12/2/2016 8:42:29 PM
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Hi, Chipmaker. That's next on my to do list.

Chipmaker
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Re: ...
Chipmaker   12/2/2016 8:40:14 PM
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Interesting series of articles & debate. Any views of how Nvidia views Intel's new alliances esplly with delphi & its zfas architecture (which i believe is based on nvidia). Also crystal gazing on mobileye acquisiton possibilities in near term?

Victor.Lew
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BY DOUG NEWCOMB DECEMBER 2, 2016
Victor.Lew   12/2/2016 8:27:09 PM
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http://www.pcmag.com/commentary/350044/how-delphi-mobileye-are-fast-tracking-driverless-car-tech

junko.yoshida
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Re: Delphi explains tech in new video released today
junko.yoshida   12/2/2016 8:23:54 PM
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@Victor, great! Thanks for all these links!

Victor.Lew
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Delphi explains tech in new video released today
Victor.Lew   12/2/2016 7:54:32 PM
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Delphi explains tech in 4 new videos released today:



Delphi's Automated Driving Platform: https://www.youtube.com/watch?v=e5Sg2DjiGgg
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Published on Dec 2, 2016
Delphi's computing platform drives your car a lot like you do.
• Like you, it sees... using information from its sensors, Delphi's computing platform maps out the area around the car. The mapping is done with the help of Mobileye's software and EyeQ5 System on Chip (SoC).
• Like you, it plans... Planning a safe path through the map. It does this using Delphi's Ottomatika software integrated onto a SoC.
• Like you, it goes... This is done by Delphi's safety and control software and another SoC.

Delphi and Mobileye CSLP - https://www.youtube.com/watch?v=wrfL_eF4X_4
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Published on Dec 2, 2016
Better together. In the world of automated driving, automotive grade is what sets Delphi and Mobileye apart from the rest. Our Central Sensing Localization and Planning (CSLP) Automated Driving platform features several advanced technologies such as:
• Localization capability: Ensures the vehicle knows its location within 10 cm; even without GPS connectivity
• Free space detection: Helps the car navigate complex lane splits or areas lacking lane markings
• 360-degree pedestrian sensing
• 3D vehicle detection: Detects vehicles at any angle. Can detect partial cars by identifying vehicles by overall shape and detect by wheel movement if a car is stationary or parked; critical for urban situations with unusually angled intersections. Enables lateral turning vehicle detection critical for intersections
• Path and motion planning: Allows the car to behave more human-like in its driving behavior and determine the best path forward
Learn more here at http://delphi.com/media/feature-stories/Details/delphi-and-mobileye-to-conduct-automated-drivings-most-complex-real-world-demonstration-at-CES-2017

Delphi Winning the Automated Race - https://www.youtube.com/watch?v=meTZKZp5QDY
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Published on Dec 2, 2016
As the pace of automated driving technology shifts into overdrive, Delphi and Mobileye will conduct the most complex automated drive ever publicly demonstrated on an urban and highway combined route in Las Vegas for CES 2017. The 6.3-mile drive will showcase Delphi and Mobileye's Centralized Sensing Localization and Planning (CSLP) automated driving system, which will be ready for production by 2019. CSLP is the first turnkey, fully integrated automated driving solution with an industry-leading perception system and computing platform.

Delphi Automotive Glen De Vos Interview - https://www.youtube.com/watch?v=LziBt4Us0JA
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Published on Dec 2, 2016
Three factors will separate the leader from the pack in the race to offer driverless vehicles by 2019. Glen De Vos, vice president of services for Delphi explains why




 

 

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