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Intel/Mobileye Duopoly: Dream or Nightmare?

'Wintel-ization' of auto market on horizon?
3/15/2017 00:01 AM EDT
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Chipmaker
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interesting
Chipmaker   3/15/2017 4:34:14 PM
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interesting times. definitely have to applaud the risk taking ability of intel . wonder what is the nvidia take on this acquisition. Would be good to know tier1 vewis like that of bosch,conti.

Gondalf
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Analysts :)
Gondalf   3/15/2017 5:30:54 PM
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They see what they want to see-

Strange enough in 2017 Intel capex will be over $12B, more than TSMC and Samsung, more than $2B over last year capex.

I don't see a reduction in Intel commitment to silicon, even more they are now directly and in house involved in NAND production.

I think analysts have done their time. Most of times they are wrong.

junko.yoshida
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Re: interesting
junko.yoshida   3/16/2017 10:07:26 AM
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Very good point. Nvidia just announced that Bosch has become the first tier one to adopt Nvidia's Xavier chip.

See Nvidia's blog here: https://blogs.nvidia.com/blog/2017/03/16/bosch/

Obviously, there are OEMs and tier ones who want solutions competing with Intel/Mobileye. 

Scudrunner
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Re: interesting
Scudrunner   3/17/2017 12:23:09 PM
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I think we have the answer here; Intel can't let Nvidia become the ARM of Autos - best move early and move big, as the smartphone experience has demonstrated how expensive it is to be late! Shocked at the price of a ticket to play though, even at this early stage in the market.

 

Patrick Mannion
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x86 vs MIPS for Intel and Mobileye
Patrick Mannion   3/21/2017 10:39:35 AM
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Mobileye's EyeQ architecture is based on MIPS cores. With enough abstraction we can get x86 software to work on MIPS, but that's very inefficient and counterintuitive to what mobile/automotive needs. On the other hand, MIPS is known for its inherent efficiency, though Intel has done well to close the CISC-RISC gap with its micro-ops and many other improvements. So, what becomes of EyeQ 5, that's supposed to debut in 2020? Mobileye's go-to-market strategy has always been its tight coupling of hardware and software for maximum performance and miniumum power. 

Will Intel support a MIPS architecture, or will Mobileye have to decouple from MIPS for EyeQ 5? Thoughts? Was this discussed elsewhere? 

Great coverage, Junko: Thank you!!

rick merritt
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Re: x86 vs MIPS for Intel and Mobileye
rick merritt   3/21/2017 1:20:55 PM
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Under BK, Intel is no longer religious about x86.

At the Altera coming out party BK made clear he is haopy to use ARM cores in Altera FPGAs--whatever people want.

He's taking a practical view because he's trying to turn a giant PC processor company into a broader semiconductor vendor. Otellini was religious everything had to be x86. Those days are gone.

Patrick Mannion
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Re: x86 vs MIPS for Intel and Mobileye
Patrick Mannion   3/21/2017 6:19:05 PM
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Ah, good point, Rick: As BK said, it's all about the DATA. Altera was good, as it's complimentary. Using ARM raised eyebrows, for obviuos reasons, now adding MIPS to the fold makes it even clearer that hardware agnosticism is the way to go. Thanks!

Victor.Lew
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Re: x86 vs MIPS for Intel and Mobileye
Victor.Lew   3/26/2017 5:26:55 PM
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Friday March 24 2017    new MIT Seminar titled 'The Convergence of Machine Learning and Artificial Intelligence Towards Enabling Autonomous Driving'

Center for Brains, Minds and Machines (CBMM) Seminar Series: Amnon Shashua - Hebrew University, Co-founder, CTO and Chairman of Mobileye

www.youtube.com/watch?v=b_lBL2yhU5A

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