List of Topics
- Motivations behind several leading brands’ decision to develop chips in house from the perspective of end user products such as Google, Apple, BYD, Geely Automobile, Hyundai, etc, and cloud products such as Amazon, Facebook, Baidu, Huawei, Alibaba, etc.
- In-house chip development of leading brands from the perspective of end user products such as notebook PCs and self-driving cars, and of cloud products such as smart speakers, automobiles, and servers
- The possible impact on three industries, including notebook PC, automotive, and server
Table of Contents
1. Leading Brands Motivations to Develop Chips In-house1.1 End User Products
1.1.1 To Increase Product Differentiation
1.1.2 To Build a Complete Product Ecosystem
1.1.3 To Keep Chip Delivery under Control
1.1.4 To Support Design Architecture
1.1.5 A Huge Gap between Innovative Chip Supply and Demand
1.2 Cloud Products
1.2.1 To Enhance Cloud Services
1.2.2 To Reduce Operating Costs and Energy Consumption while Achieving Net Zero Emissions
1.2.3 To Increase Supply and Reduce Supply Shortage Risks
1.2.4 To Reduce Chip Modification Time and Costs
2. Leading Brands In-house Chip Development
2.1 End User Products
2.1.1 Notebook PC Processors: Leading Brands Normally Accumulate Design Experience from Smartphones before Developing Notebook PC Processors In House8
Automotive Chips: In-house Chip Development Varies Across Automakers and Whoever Standing Out with Self-driving Car Chips Will be the Winner8
2.2 Cloud Products
2.2.1 Cloud Service Providers Develop CPUs and AI Accelerator Chips to Meet Increasingly Complicated Computing Demand
2.2.2 Expand from Data Centers and Servers to Smart Speakers and Other End Products
2.2.3 US and Chinese Brands Develop Own Chips for Different Purposes and Scope of Use
3. Follow-up Observations
3.1 Possible Impact on the Notebook PC Industry
3.2 Possible Impact on the Automotive Industry
3.3 Possible Impact on the Server Industry
4. Analyst's Perspective
Appendix
List of Companies
List of Tables
Table 1. Leading Brands In-house Chips for End User Products
Table 1. Leading Brands In-house Chips for Cloud Products
Companies Mentioned (Partial List)
A selection of companies mentioned in this report includes, but is not limited to:
- Alibaba
- Amazon
- AMD
- Apple
- Arm
- AWS
- Baidu
- Broadcom
- BYD
- Dell
- Denso
- ECARX Technology
- Ford
- Geely Automobile
- GlobalFoundries
- HP
- Huawei
- Hyundai Mobis
- Hyundai Motor
- Infineon
- Intel
- Kunlun Core (Beijing) Technology
- Lenovo
- Magnachip
- MaxLinear
- MediaTek
- Microsoft
- MIRISE Technologies
- Mobileye
- Nvidia
- Qualcomm
- SAIC Motor
- Samsung
- STMicro
- Suzhou Guangzhiju Photoelectric Technology
- T91 Electronics
- Tesla
- TI
- Toyota
- TSMC
- Volkswagen
- XPeng Motors
Methodology
Primary research with a holistic, cross-domain approach
The exhaustive primary research methods are central to the value that the analyst delivers. A combination of questionnaires and on-site visits to the major manufacturers provides a first view of the latest data and trends. Information is subsequently validated by interviews with the manufacturers' suppliers and customers, covering a holistic industry value chain. This process is backed up by a cross-domain team-based approach, creating an interlaced network across numerous interrelated components and system-level devices to ensure statistical integrity and provide in-depth insight.
Complementing primary research is a running database and secondary research of industry and market information. Dedicated research into the macro-environmental trends shaping the ICT industry also allows the analyst to forecast future development trends and generate foresight perspectives. With more than 20 years of experience and endeavors in research, the methods and methodologies include:
Method
- Component supplier interviews
- System supplier interviews
- User interviews
- Channel interviews
- IPO interviews
- Focus groups
- Consumer surveys
- Production databases
- Financial data
- Custom databases
Methodology
- Technology forecasting and assessment
- Product assessment and selection
- Product life cycles
- Added value analysis
- Market trends
- Scenario analysis
- Competitor analysis
LOADING...
