7/22/2023 0 Comments Tesla luminar![]() ![]() These services include research, analysis, advising, consulting, benchmarking, acquisition matchmaking, and video and speaking sponsorships. Moor Insights & Strategy provides or has provided paid services to technology companies like all research and tech industry analyst firms. The rapid move towards electric vehicles is accelerating this move, but I do believe that Nvidia’s reputation in AI and MediaTek’s experience with connectivity and SoC design will also help both companies capture more of the automotive sector together. I believe that MediaTek’s partnership with Nvidia will help both companies be more competitive in the automotive space and will offer more choices to automotive OEMs and tier 1 manufacturers looking to accelerate the transition to the software-defined vehicle. Meanwhile, Qualcomm’s automotive business has been a bright spot for that company, growing 58% in fiscal Q1 and staying on pace to be a nearly $2 billion business this fiscal year, compared to $1.3 billion last year. However, Nvidia has been missing some key components of that experience, including connectivity, and it seemed like Nvidia’s automotive business was getting dwarfed by the likes of Qualcomm, which offers a complete Snapdragon Digital Chassis including telematics, ADAS and digital cockpit.Īs one indicator of Nvidia’s lackluster showing in this field, in the last quarter its automotive revenues grew by a mere $4 million quarter-over-quarter those revenues have stayed firmly in the $200–300 million range for the last four quarters. For the longest time Nvidia positioned itself as the solution for automotive OEMs to compete with Tesla and gain many of the same capabilities that Tesla touts. The software-defined vehicle, established by Tesla, has become the driving force (pun intended) behind the demand within the automotive sector for better infotainment, digital cockpit, connectivity and ADAS capabilities. ![]() Pairing MediaTek Dimensity Auto SoCs with Nvidia’s ADAS solutions will offer a more competitive alternative to what companies like Qualcomm are offering today. ![]() In general, it will also help create a more comprehensive platform combining the two companies’ strengths. Additionally, the new partnership helps enable MediaTek’s connectivity solutions, including for 5G, vehicle-to-everything (V2X) and Wi-Fi, in places where Nvidia could not operate alone. The companies say that the solutions will support functions in connected infotainment, in-cabin convenience and safety, and that they will give automotive OEMs and automakers more choices on the Nvidia Drive platform. In addition to Nvidia GPU chiplets and interconnects, MediaTek will also run Nvidia’s Drive OS, Drive IX, CUDA and TensorRT software on the jointly developed SoCs. Nvidia says that the chiplets will be connected by an ultra-fast and coherent interconnect technology, which one would assume comes from Nvidia and will involve Nvidia IP such as NVLink. Neither MediaTek nor Nvidia has been completely clear about how this integration will work, but it is quite clear that Nvidia is expanding its automotive business beyond its own SoCs. ![]()
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