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Taiwan Eyes Automotive Market

Is this about EMS model in automotive?
4/21/2017 00:01 AM EDT
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Borisa55
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Aim high
Borisa55   4/22/2017 5:33:03 AM
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Everyone appreciates the evolution of the technology as everyone would hope to master it

satya
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Taiwan will figure a way out
satya   4/21/2017 4:51:20 AM
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I am surprised that analysts seem so bearish on Taiwan's ability to play in the Automotive market. From the days of NIC cards in mid-80s, there have hardly been any semiconductor powered industries where Taiwan hasn't participated in a meaningful way. Besides the foundry, test, packaging where Taiwan continues to be a formidable player - computers, communications & networking, smart phones, displays/TV, LED, Solar - all have seen Taiwan/Taiwanese vendors playing a huge role in the supply chain. Whether Taiwan has automotive OEMs or not, is a moot point. Besides Acer, Asus and HTC, it never had any OEM of global scale in any industry.

QCOM showed a slide at its ASM on March 7th, which indicates that for Level 3 and Level 4 autonomous driving, the technology content in an advanced automobile is - US$2,700+, between ADAS & Safety, Secure Access, Telematics, Invehicle networking, Infotainment, power train & chassis. A lot of this technology will get likely get delivered as modules from multiple ODMs/CMs.

While it is true that design cycles are longer, all that is required is a different mindset, more working capital and higher margins to cope with longer cycles. If the government is supportive, it will only accelerate. China EV may be further down the road as the charging infra is still missing.

satya
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Taiwan will figure a way out
satya   4/21/2017 4:50:01 AM
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I am surprised that analysts seem so bearish on Taiwan's ability to play in the Automotive market. From the days of NIC cards in mid-80s, there have hardly been any semiconductor powered industries where Taiwan hasn't participated in a meaningful way. Besides the foundry, test, packaging where Taiwan continues to be a formidable player - computers, communications & networking, smart phones, displays/TV, LED, Solar - all have seen Taiwan/Taiwanese vendors playing a huge role in the supply chain. Whether Taiwan has automotive OEMs or not, is a moot point. Besides Acer, Asus and HTC, it never had any OEM of global scale in any industry.

QCOM showed a slide at its ASM on March 7th, which indicates that for Level 3 and Level 4 autonomous driving, the technology content in an advanced automobile is - US$2,700+, between ADAS & Safety, Secure Access, Telematics, Invehicle networking, Infotainment, power train & chassis. A lot of this technology will get likely get delivered as modules from multiple ODMs/CMs.

While it is true that design cycles are longer, all that is required is a different mindset, more working capital and higher margins to cope with longer cycles. If the government is supportive, it will only accelerate. China EV may be further down the road as the charging infra is still missing  

Berlioz11
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Warning
Berlioz11   4/21/2017 3:03:54 AM
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Sometimes, only those who risk gain, but this during one must think of the strong competition

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