Automotive Semiconductor Industry Performance Snapshot: Q4 2020
semiconductor supply shortages was a common theme.
3.4.1 Infineon
Infineon highlighted a 10% increase in automotive revenues with strength in
components for
electric vehicles. The company noted that semiconductor
shortages are being felt in the overall automotive supply chain with products on
allocation. Foundry capacity, especially for
Report
|
25/02/2021
Asif Anwar
|
Automotive
Uber, Lyft's Q3 Earnings Reflect Start of Recovery, MaaS Plan Momentum
-future-outlook?slid=1435387&spg=1
Connected Mobility
© Strategy Analytics 2021 All Rights Reserved | www.strategyanalytics.com 3
As the push for
electric vehicles (EVs) continues to ramp up, Uber scored a win
in Q3, through its partnership with international car rental company Hertz.
Hertz is bringing 100,000 Tesla
vehicles onto its
Report
|
16/11/2021
Nicole Schlosser
|
Automotive
Yandex.Taxi and Yandex.Drive in the Wake of COVID-19 - Q1 2020 Market Update
Madrid and Copenhagen markets with a fleet of over 1,000
electric
vehicles. It is unfortunate for Yandex.Drive that its plan for expansion coincided with the expansion of COVID-19,
but the company does seem poised to continue to pursue growth, even during so much economic uncertainty.
Expectations:
• In the earnings call, the company stated
Report
|
30/04/2020
Ben Lundin
|
Automotive
Beijing Auto Show 2020: Computing Platform Becomes the Main Theme in ADAS Market
Horizon Robotics' release at Beijing Auto Show, please refer to Chapter 3.2 of this report.
Autonomous
Vehicle Service
Copyright © Strategy Analytics 2020 | www.strategyanalytics.com 6 of 21
Exhibit 2.2 ADAS Domain Controller of Chery EV Ant
Electric SUV
Source: Strategy Analytics
According to Chery New Energy, the ADAS system on
Report
|
04/11/2020
Mark Liu
|
Automotive
TSMC and Samsung Lead the Foundry Rankings
.
SMIC sees a structural capacity shortage in the
electric vehicle, IoT and
analog semiconductors.
Mature node foundries outgrew the market, driven by the capacity shortage,
increased wafer prices and high demand. We believe that mature node chips
such as AMOLED/LCD driver ICs, power management IC, image sensors, MEMS,
GloFo revised 2022
Report
|
19/05/2022
Sravan Kundojjala
|
Components
Shanghai Auto Show 2021: Chinese OEMs and Suppliers Showcase ADAS Innovation
..................................................................................................................11
Exhibits 2.4.1 – The Xpeng P5
Electric Sedan ..............................................................................................................12
Autonomous
Vehicles
© Strategy Analytics 2021 All Rights Reserved | www.strategyanalytics.com 3
Exhibits 2.4.2 – LiDAR Sensor on the Xpeng P5
Report
|
18/05/2021
Mark Fitzgerald
|
Automotive
Location Platform Benchmark Report: 2020
, including;
Rising penetration of
vehicles with both embedded navigation and data connectivity;
Growing consumer demand for environmentally friendly
electric vehicles (EV);
The desire of regulators and carmakers to increase road safety by providing increasing levels of assistance and
support to drivers.
Falling levels of car ownership
Report
|
30/12/2019
Nitesh Patel
|
Media & Services
Uber and Lyft 2020 Year End Results: Two Companies Transformed
Uber application on the way to mass
adoption.
AV companies,
electric vehicle manufacturers, and air taxi producers, even public transportation
agencies, will have no choice but to deploy their
vehicles and mobility services on Uber’s platform
as it absorbs more and more of the gig economy. In September 2020, Volkswagen jumped at the
Report
|
11/02/2021
Ben Lundin
|
Automotive
User Experience Evaluation: 2020 Honda e
as a continuous series of screens. This is notable not only because of the unique and bold design
aesthetic, but because it is introduced in a non-premium fully
electric vehicle.
Again, however, HMI is only as good as the tasks it enables. Strategy Analytics set out to determine whether this
“MBUX on steroids” single-continuous-screen
Report
|
27/08/2020
Derek Viita
|
Automotive
Toyota Consolidates Mobility Service Efforts Under Kinto Brand
durability of all Toyota
vehicles.
Where Toyota remains weak is in full
electric vehicle offerings. As Toyota digs deeper into both mobility services
and autonomy the company will need to make a more affirmative effort on bringing mass produced EVs to market to
serve both sectors. As to the long-term success of the broader range of car sharing
Report
|
29/01/2020
Roger Lanctot
|
Automotive
Automotive Semiconductor Vendor 2021 Market Shares
.
• Fuji
Electric and Mitsubishi
Electric, with sales to automotive primarily
driven by sales of high-power devices for
electric vehicle powertrains.
• Automotive LED opto device vendors including ams Osram, Nichia,
Lumileds, and Toyoda Gosei.
Exhibit 11-1 “Other” Vendors Revenue Estimates ($M)
Automotive
Revenues ($M)
“Other” (not intended
Report
|
28/03/2022
Asif Anwar
|
Automotive
Location Platform Benchmark: 2020
companies during 2019 include:
As mobility needs shift Google’s efforts have been on adding content and content partners to provide more
electric vehicle (EV) charging point information, and information about bike (and e-bike) stations. Across a
number of countries in South East Asia Google has also recognised it is missing important segments of
Report
|
06/01/2020
Nitesh Patel
|
Devices
Dedicated AR Device Specification Tracker 2022 Update
UX
(Service Name)
Autonomous
Vehicles
Apps
App Use
Metaverse, Augmented and Virtual Reality
Smartphone Model Tracker
Connected Mobility
Consumer Sentiment Analytics
PriceTRAX Secondhand
Bundle Benchmarking
Smart Speakers and Screens
TV Streaming Platforms
Bluetooth Device Tracker
Electric Vehicles Service
new service name
new service
Report
|
08/09/2022
David MacQueen
|
Media & Services
Transport Choice in the ‘New Normal’
-
Vehicle UX research service delivering insights on emerging use cases,
consumer priorities, and experience optimization for in-
vehicle
connectivity and autonomous and
electric vehicles.
Diana has over 15 years of experience in UX and human factors and has
successfully led projects globally in the automotive and aviation industries.
Prior to
Report
|
26/05/2022
Monica Wong
|
Automotive
North American Connected TV Advertising Forecast
)
Autonomous
Vehicles
Apps
App Use
Metaverse, Augmented and Virtual Reality
Smartphone Model Tracker
Connected Mobility
Consumer Sentiment Analytics
PriceTRAX Secondhand
Bundle Benchmarking
Smart Speakers and Screens
TV Streaming Platforms
Bluetooth Device Tracker
Electric Vehicles Service
new service name
new service name
new service name
new
Report
|
01/08/2022
Michael Goodman
|
Media & Services