Intel Drives ‘AI Everywhere’ into Automotive Market at CES
- Acquisition of Silicon Mobility SAS will bring AI efficiencies to electric vehicle (EV) energy management
- New Intel AI-enhanced software-defined vehicle (SDV) SoCs will enable in-vehicle AI such as GenAI and camera-based driver/passenger monitoring
- Zeekr to use Intel’s new SDV SoC to bring enhanced GenAI living room experiences to next-generation vehicles
- Intel to chair new SAE automotive vehicle power management standard workgroup
- Intel to deliver the industry’s first open automotive chiplet platform enabling customers to integrate their own chiplet into an Intel Automotive product
- The acquisition is subject to necessary approvals
- The announcement does not include specific financial figures or percentages related to the acquisition or the new SDV SoCs
- Potential risks associated with the integration of third-party chiplets into Intel's automotive products
Insights
The acquisition of Silicon Mobility SAS by Intel signifies a strategic move to strengthen its position in the rapidly growing electric vehicle (EV) market. This move can potentially lead to increased market share and revenue growth for Intel in the automotive sector. The emphasis on AI-enhanced energy management systems and software-defined vehicle SoCs highlights a shift towards more intelligent and efficient vehicles, which could set a new industry standard and drive consumer demand.
The partnership with Zeekr to implement these new SoCs may serve as a proof of concept that could encourage other OEMs to follow suit. This could result in a network effect, boosting Intel's automotive sales. Furthermore, Intel's commitment to creating an open automotive chiplet platform could disrupt the traditional automotive supply chain by reducing barriers to entry for chiplet integration, potentially leading to a more diverse and innovative market.
Intel's acquisition and product announcements should be closely monitored by investors for their impact on Intel's financial performance. The expansion into the EV energy management space with the acquisition of Silicon Mobility SAS could lead to diversification of Intel's revenue streams and improve its risk profile. The development of new AI-enhanced SoCs and the open chiplet platform could lead to capital expenditures and R&D investments that may affect short-term profitability but are likely to enhance long-term growth prospects.
Intel's role in chairing the new SAE automotive power management standard workgroup may give it a competitive edge and influence over industry standards, potentially leading to higher adoption rates for its products. However, the success of these initiatives will depend on market acceptance and the ability to execute the integration of these technologies effectively.
Intel's acquisition of Silicon Mobility SAS and its focus on AI for EV energy management is a significant development in the automotive industry. These advancements in energy-efficient technology are crucial as the industry shifts towards EVs and seeks to meet stringent environmental regulations. Intel's move to chair the SAE standard workgroup for EV power management could lead to widespread industry adoption of its technologies, reinforcing Intel's influence in the automotive sector.
The introduction of the open UCIe-based chiplet platform represents a paradigm shift towards modular and flexible automotive hardware design, which could accelerate innovation and reduce time-to-market for new vehicle features. However, the success of this platform will depend on the collaboration with third-party chiplet producers and the ability to maintain high standards of quality and reliability in the automotive environment.
Intel announces agreement to acquire Silicon Mobility SAS for advanced EV energy management and new AI-enhanced family of software-defined vehicle SoCs.
NEWS HIGHLIGHTS
- Acquisition of Silicon Mobility SAS to bring AI efficiencies to electric vehicle (EV) energy management, subject to necessary approvals.
- New Intel AI-enhanced software-defined vehicle (SDV) SoCs will enable in-vehicle AI such as GenAI and camera-based driver/passenger monitoring.
- Zeekr to use Intel’s new SDV SoC to bring enhanced GenAI living room experiences to next-generation vehicles.
- Intel to chair new SAE automotive vehicle power management standard workgroup.
- Intel to deliver the industry’s first open automotive chiplet platform enabling customers to integrate their own chiplet into an Intel Automotive product.
The family of Intel AI-enhanced software-defined vehicle system-on-chips features artificial intelligence acceleration capabilities from Intel’s AI PC roadmap to enable the most desirable in-vehicle AI use cases, such as driver and passenger monitoring. Intel Automotive introduced the SoC during a presentation on Tuesday, Jan. 9, 2024, at CES in
“Intel is taking a ‘whole vehicle’ approach to solving the industry’s biggest challenges. Driving innovative AI solutions across the vehicle platform will help the industry navigate the transformation to EVs,” said Jack Weast, vice president and general manager of Intel Automotive. “The acquisition of Silicon Mobility aligns with our sustainability goals while addressing a critical energy management need for the industry.”
More: Intel at CES 2024 (Press Kit) | Intel Automotive at CES 2024 (Quote Sheet) | Software-Defined Vehicle Transformation Starts with Intel (Fact Sheet)
The EV transition alongside customer demand for in-vehicle experiences fuels Intel’s strategy to enable the SDV. Intel also announced a commitment to deliver the industry’s first open UCIe-based chiplet platform for SDVs. Intel will work with imec to ensure the packaging technologies meet the rigorous quality and reliability requirements of the automotive industry. Intel will also chair a new industry-defining international standard for EV power management.
Today, Intel SoCs are in more than 50 million vehicles, powering infotainment, displays, digital instrument clusters and more. Tomorrow, Intel’s expanded AI-enhanced “whole vehicle” roadmap will move the industry toward a more scalable, software-defined and sustainable future.
Intel to Acquire Silicon Mobility to Unlock a More Sustainable Electrified Future
Silicon Mobility SAS, a portfolio company of Cipio Partners and Capital-E, is a fabless automotive silicon and software company that designs, develops and deploys EV energy management SoCs. Silicon Mobility’s SoCs feature industry-leading accelerators purpose-built for energy delivery and co-designed with highly advanced software algorithms for significant gains in vehicle energy efficiency.
Silicon Mobility’s technology portfolio will extend Intel’s reach in the vehicle beyond high-performance compute into intelligent and programmable power devices. The acquisition is subject to necessary approvals.
Intel’s Open Platforms to Bring AI PC Experience to the Car
The new family of AI-enhanced SDV SoCs address a critical industry need for power and performance scalability. The family of SoCs feature AI acceleration capabilities from Intel’s AI PC roadmap to enable the most desirable in-vehicle AI use cases, such as driver and passenger monitoring.
A demo showed 12 advanced workloads – including generative AI, e-mirrors, high-definition video conference calling and PC games – running concurrently across multiple operating systems, including mixed critical use cases. The demo shows how automakers can consolidate legacy electronic control unit (ECU) architecture to improve efficiency, manageability and scalability – all while integrating their own custom solutions and AI applications.
“Intel’s AI-enhanced SDV SoCs combine the best of AI PC and Intel data center technologies necessary to support a true software-defined vehicle architecture,” Weast said.
Zeekr First to Bring Intel-powered GenAI Experience to Next-Gen EVs
Geely’s Zeekr brand will be the first OEM to use Intel’s new family of SDV SoCs. Andy An, president of Geely Holding Group and CEO of Zeekr Company Limited, explained how forward-compatibility on Intel systems combined with Intel AI acceleration will allow Zeekr to continually scale and upgrade services to enable next-gen experiences customers demand, such as generative AI-based voice assistants.
Open Standards Key to Industry Success
To fuel a faster, smoother transition to EVs and a sustainable SDV, Intel and SAE International announced a committee to deliver an automotive standard for Vehicle Platform Power Management (J3311). Intel will chair the committee.
Inspired by proven-in-use power management techniques from the PC industry’s ACPI standard, the new SAE standard will accelerate progress by adopting and enhancing advanced power management concepts from the PC industry, helping all EVs become more energy-efficient and sustainable.
The standards committee currently includes industry representation from Stellantis, HERE, and Monolithic Power Solutions (MPS). The committee is open to additional industry participation, with the goal of delivering the first draft standard within 12 to 18 months.
Intel Commits to Open Automotive Chiplet Platform
Intel also announced its intent to work with R&D hub imec to ensure Intel’s advanced chiplet packaging technologies meet the strict quality and reliability requirements necessary for automotive use cases.
The move underscores a commitment to be the first automotive supplier to support the integration of third-party chiplets into its automotive products. This gives OEMs the freedom and choice to incorporate a custom chiplet into an Intel roadmap product at a fraction of the cost of a fully custom SoC. The ability to mix and match chiplets further eliminates the risk of vendor lock-in and fosters a more scalable software-defined architecture.
About Intel
Intel (Nasdaq: INTC) is an industry leader, creating world-changing technology that enables global progress and enriches lives. Inspired by Moore’s Law, we continuously work to advance the design and manufacturing of semiconductors to help address our customers’ greatest challenges. By embedding intelligence in the cloud, network, edge and every kind of computing device, we unleash the potential of data to transform business and society for the better. To learn more about Intel’s innovations, go to newsroom.intel.com and intel.com.
© Intel Corporation. Intel, the Intel logo and other Intel marks are trademarks of Intel Corporation or its subsidiaries. Other names and brands may be claimed as the property of others.
View source version on businesswire.com: https://www.businesswire.com/news/home/20240109235184/en/
Marcie Miller
1-480-319-4629
marcie.m.miller@intel.com
Ntokozo Ncongwane
+49 (151) 4 2643044
ntokozo.ncongwane@intel.com
Source: Intel
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