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To: Sam who wrote (115)8/14/2017 7:51:54 AM
From: Sam
   of 149
 
TowerJazz to Provide Advanced RF and High Performance Analog Solutions for the Fast Growing Automotive Analog Device Markets
GlobeNewswireAugust 9, 2017

Offers leading technology for the complex requirements of ADAS and autonomous driving in the wireless connectivity and automotive radar markets

Market of automotive semiconductor content dominated by analog with 69% share

TowerJazz, the global specialty foundry leader, today announced its advanced analog specialty RF and high-performance analog (HPA) manufacturing processes, addressing the increasing demand for analog semiconductor content in the fast-growing automotive market, especially ADAS (advanced driver assistance systems) and autonomous driving. TowerJazz is serving this market through best-in-class RF and HPA technology solutions developed through close partnerships and roadmap alignment with market leaders and world-class global customer support.

RF for automotive falls into two broad categories: wireless connectivity and automotive radar, with automotive radar having the largest share of today’s RF semiconductor content. Automotive radar systems have become a relatively standard feature in today’s premium and mid-range automobiles for performing safety and driver assistance tasks such as forward collision avoidance/warning, lane departure warnings, blind spot detection, and parking assist. Wireless connectivity semiconductor content is expected to grow rapidly as well with the number of connected cars quadrupling over the next five years.

According to a new market research report by MarketsandMarkets, the automotive semiconductor market is expected to increase from $35B in 2016 to over $48B by 2022. The increasing demand for automobiles coupled with the overall trend of vehicle electrification is driving the growth of this market. Automotive semiconductor content remains dominated by analog with a 69% share of the total market, with RF semiconductor content expected to grow over the coming years with a double-digit CAGR.

With increasing adoption of ADAS -- and eventual migration to fully autonomous vehicles -- as many as seven to twelve radar systems may be incorporated into each car. Furthermore, increasing adoption of GPS, 4G-LTE (transitioning soon to 5G) and V2X (vehicle-to-everything) communications will augment the RF semiconductor content in vehicles further expanding the RF semiconductor market for automobiles beyond $1.8B by 2021 with a brisk CAGR of > 14% (according to a 2016 MarketsandMarkets report on the ADAS market and company estimates).

Because of the high performance needed at high frequencies for automotive radar systems (24-26GHz for short-range and 76-81GHz for long range), the TowerJazz SiGe Terabit Platform is ideally suited to serve this exciting and growing market. TowerJazz’s SBC18H2 through SBC18H5 SiGe technologies offer Ft of 240-300GHz and Fmax of 280-340GHz, providing customers latitude to optimize speed and noise requirements for their specific applications. TowerJazz’s SiGe Terabit Platform comes with two CMOS options: 1.8V/3.3V (180nm) and 1.2V/3.3V (130nm).

All of TowerJazz’s SiGe technologies offer customizable metallization schemes and high-performance passives (MIM capacitors and inductors) to tailor the offering to each customer’s specific end-application. For more cost-sensitive applications, TowerJazz also offers a complete 65nm RFCMOS technology platform in its Uozu, Japan factory. For wireless connectivity solutions, TowerJazz offers a front-end module-on-a-chip RF platform in addition to advanced RFSOI and RFCMOS technology offerings with best-in-class Ron-Coff for switches and noise figures for low-noise amplifiers.

“In the last several years we have established ourselves as the leading provider of technology solutions that enable higher data rates in handsets, data centers, and networks. As we look forward, we see the proliferation of IoT devices, the advent of 5G cellular service and the promise of autonomous vehicles augmenting our RF business with additional exciting opportunities for growth and we are investing heavily in technologies that provide our customers a strong advantage in these new areas,” said Dr. Marco Racanelli, Senior Vice President & General Manager of RF/High Performance Analog Business Group, TowerJazz.

About TowerJazz
Tower Semiconductor Ltd. ( TSEM) ( TSEM) and its subsidiaries operate collectively under the brand name TowerJazz, the global specialty foundry leader. TowerJazz manufactures next-generation integrated circuits (ICs) in growing markets such as consumer, industrial, automotive, medical and aerospace and defense. TowerJazz’s advanced technology is comprised of a broad range of customizable process platforms such as: SiGe, BiCMOS, mixed-signal/CMOS, RF CMOS, CMOS image sensor, integrated power management (BCD and 700V), and MEMS. TowerJazz also provides world-class design enablement for a quick and accurate design cycle as well as Transfer Optimization and development Process Services (TOPS) to IDMs and fabless companies that need to expand capacity. To provide multi-fab sourcing and extended capacity for its customers, TowerJazz operates two manufacturing facilities in Israel (150mm and 200mm), two in the U.S. (200mm) and three facilities in Japan (two 200mm and one 300mm). For more information, please visit www.towerjazz.com.



https://finance.yahoo.com/news/towerjazz-advanced-rf-high-performance-100000644.html


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From: Sam8/14/2017 2:35:04 PM
   of 149
 
Interesting piece on Intel's place in autonomous vehicles.

How Intel Can Disrupt The Self-Driving Car Strategies Of Nvidia, Google, Baidu, And Tesla
Aug. 11, 2017 7:00 PM ET
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45 comments
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About: Intel Corporation (INTC), Includes: AAPL, BIDU, GOOG, GOOGL, TS

Motek Moyen


Summary
Intel’s purchase of Mobileye for $15.3 billion will let it disrupt the nascent industry for self-driving cars.

The Mobileye acquisition is an expensive gamble that can make Intel a go-to provider of Big Data platforms, sensors, software, processors to self-driving car manufacturers.

The Intel cloud/hardware and Mobileye camera/software combo could be a serious alternative to Nvidia’s self-driving car GPU/platform ecosystem.

It will be car manufacturers, not search engine giants like Google and Baidu, who will usher in mainstream adoption of self-driving cars.

The self-driving car industry is a new expansion market for Intel's core x86 processor products.


The $15.3 billion purchase of Mobileye ( MBLY) is an expensive gamble on the part of Intel ( INTC). Based on the $358.16 million FY 2016 revenue of Mobileye, Intel made a 42.71 Price/Sales bet on it. Intel will probably take on new debt to finance this venture. Intel loaded up $7 billion of debt to finance its $16.7 billion (less than 9x P/S purchase based on 2014 revenue of Altera) bet on Altera. Altera is probably contributing more $2 billion to Intel’s annual top line right now. However, I think it will take many years before Mobileye itself can generate the same level of contribution.

Nevertheless, I think Mobileye can help Intel disrupt the self-driving car strategies of Google’s (NASDAQ: GOOG) (NASDAQ: GOOGL) Waymo, Nvidia ( NVDA), Tesla ( TSLA), and Baidu ( BIDU). Mobileye, founded in 1999, is a pioneer in Advanced Driving Assistance Systems [ADAS]. With the global influence of Intel, Mobileye could become a key leader in self-driving car technologies.

Intel plans to build a test fleet of 100 self-driving cars. They will likely use Mobileye’s EyeQ processor, 360-degree surround-view mono-vision sensing, and AI/deep learning technologies. Morgan Stanley already estimated that Waymo could already be worth $70 billion. I believe that by 2020, some analysts will also estimate that Mobileye could be worth $70 billion to Intel.

continues at seekingalpha.com

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From: Sam8/15/2017 2:37:05 PM
   of 149
 
Uber And Lyft Might Be Toast
Aug. 15, 2017 11:56 AM ET
Trent Eady
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22 comments
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About: Lyft (LYFT), UBER, Includes: AAPL, DDAIF, F, GM, INTC, TM, TSLA

seekingalpha.com

[Another aspect of the autonomous vehicle revolution: ride sharing and widespread use of taxis. Or what will pass for taxis in the future. Car ownership will plausibly drop as the cost of taxis will be so low and taxi availability will be wider. Or so the speculation goes, anyway.]

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From: slacker7118/24/2017 10:25:52 AM
2 Recommendations   of 149
 

A look at the possible impact of network effects in autonomy.

ben-evans.com


Slacker

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From: Sam8/29/2017 4:25:59 PM
1 Recommendation   of 149
 
Domino's Delivering Pizzas, Ditching Actual Delivery Guy

Chain begins test with driverless cars

By Newser Editors and Wire Services
Posted Aug 29, 2017 1:00 PM CDT
newser.com

(NEWSER) –
No ring of the doorbell, just a text. No tip for the driver? No problem in this test, where Domino's and Ford are teaming up to see if customers will warm to the idea of pizza delivered by driverless cars.
Starting Wednesday, some pizzas in Domino's hometown of Ann Arbor, Mich., will arrive in a Ford Fusion outfitted with radars and a camera that's used for autonomous testing, per the AP. A Ford engineer will be at the wheel, but
the front windows have been blacked out so customers won't interact with the driver. Instead, people will have to come out of their homes and type a four-digit code into a keypad mounted on the car. That opens the rear window and lets them retrieve their order from a heated compartment.
The experiment will help Domino's understand how customers will interact with a self-driving car, says company President Russell Weiner. Among the questions:
Will they want the car in their driveway or by the curb? Will they understand how to use the keypad? Will they come outside if it's raining or snowing? Will they put their pizza boxes on top of the car and threaten to mess up its expensive cameras? Weiner said the company has 100,000 drivers in the US. In a driverless world, he said, he could see those employees taking on different roles within the company.

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From: Sam9/4/2017 11:42:22 AM
   of 149
 
V2X Connected Car Chipset & 3D Sensor for Autonomous Driving Etc.
Posted on September 3, 2017 by Lynn Walford

autoconnectedcar.com

Qualcomm introduced its first-announced Cellular Vehicle-to-Everything (C-V2X) commercial solution based on 3rd Generation Partnership Project (3GPP) Release 14 specifications for PC5-based direct communications, the Qualcomm C-V2X Reference Design, which will feature the 9150 C-V2X chipset with integrated GNSS capability, and include an application processor running the Intelligent Transportation Systems (ITS) V2X stack and a Hardware Security Module (HSM). Qualcomm is working with PSA, Ford, Audi and SAIC using the specification.

Qualcomm joinsed AT&T, IBM, Nokia, Palo Alto Networks, Symantec and Trustonic as part of the IoT Cybersecurity Alliance formed earlier this year.

Qualcomm and Himax Technologies, jointly announced a collaboration to accelerate the development and commercialization of a high resolution, low power active 3D depth sensing camera system to enable computer vision capabilities for use cases such as biometric face authentication, 3D reconstruction, and scene perception for mobile, IoT, surveillance, automotive and AR/VR.

continues at the link

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From: Sam9/12/2017 8:17:11 AM
   of 149
 
Micron Reveals Critical Technologies for Autonomous Vehicles
Micron Outlines Highest-Performance Solution for Fully Autonomous Vehicles with GDDR; Extends Security Solution to Auto Market
GLOBENEWSWIRE 8:00 AM ET 9/12/2017

Symbol Last Price Change
33.44 0 (0%)
QUOTES AS OF 04:15:00 PM ET 09/11/2017


SAN FRANCISCO, Sept. 12, 2017 (GLOBE NEWSWIRE) -- MOBILE WORLD CONGRESS (MWC) AMERICAS -- Autonomous vehicles require safe, secure and highly-responsive solutions, relying on split second decisions powered by enormous amounts of data. To quickly analyze the data necessary for future autonomous vehicles, higher bandwidth memory and storage solutions are required.


By 2020, the storage requirements of the connected vehicle could reach 1 terabyte. Memory system bandwidths of 300 gigabytes per second (GB/s) and beyond will be required to power full autonomous driving. As the memory and storage market leader in automotive, Micron is uniquely positioned to help accelerate the industry’s pace of innovation.

  • Fastest LPDDR4 shipping to auto manufacturers - Micron is already deploying automotive-grade low-power DDR (LPDDR) memories to multiple automotive customers. The company announced today that it has commenced shipping LPDDR4x, running at 4266 megatransfers per second (MT/s) – the highest speed grade permitted by the LPDDR4 specification - to key chipset partners. This technology can enable overall system bandwidths of up to 100GB/s and provides a foundation for the next-generation of autonomous vehicle design.
  • High-performance memories for automotive - Today, Micron is also announcing its commitment to deliver high-bandwidth GDDR6 memory solutions for the automotive market. Graphics memory (GDDR) is a high-performing memory commonly found today in gaming, graphics and virtual reality applications. Micron plans to leverage its strength in graphics memory to provide the highest bandwidth solutions designed to meet stringent auto qualifications. The company is actively engaged with leading automotive partners and customers to enable GDDR technologies that will meet the needs of level 4/5 – full autonomy – and beyond.
  • Autonomous driving, AI and machine learning are rapidly converging in tomorrow’s vehicles, which will become the ultimate Internet of Things and edge computing devices. While cloud connectivity in modern vehicles creates new service opportunities, it also creates security management challenges and vulnerability concerns.

  • Introducing secure boot: Micron is extending the value of its hardware-based Authenta™ security solution by showcasing the capability to secure boot a system based completely on Authenta-enabled memory. The technology will provide a unique level of protection for the lowest layers of device software in automotive ECUs, starting with a secure boot process.
  • New development kits for Authenta security solutions: At MWC, the company announced that it plans to make Authenta™ software and hardware development kits available to general automotive and IoT customers by the end of the year. This will enable customers to begin evaluating how to integrate Authenta-enabled flash in their security architecture, to implement capabilities like secure boot, cloud-based attestation, authentication and provisioning. This will allow customers to increase the defense in depth of their solutions, all without adding additional hardware components into their design.
  • Media panel with industry leaders
    During a press panel on the eve of MWC Americas, Micron and key industry partners discussed the technologies and solutions that will become increasingly critical enablers for the next wave of intelligent vehicles in the automotive sector. Watch the replay here: youtube.com

  • Jeff Bader, VP of Embedded Business Unit, Micron:
    “The automotive segment presents a unique set of requirements that depend on innovation from Micron. High-performance memories such as Micron’s GDDR will help accelerate the overall system capabilities of connected vehicles by providing the raw performance that will initially be needed to achieve full autonomy. With the addition of GDDR to our portfolio, Micron is extending our leadership position and continuing to fuel innovation in the automotive industry.”

  • Krish Inbarajan, Global Head of Connected Car, Cisco Jasper:
    “At the center of connected car innovation today is the need to consistently enhance the driver’s experience by delivering valuable connected services. Auto makers need to be able to deliver compelling new services that drive recurring revenue, while also making the driving experience safer and more personalized. Cisco Jasper Control Center is the automated connectivity management platform trusted by more than 50 leading car brands to run connected car services reliably, securely, and at a lower cost - globally.”

  • Doug Seven, Head of Connected Vehicle Platform, Microsoft Azure:
    “Security lies at the heart of Microsoft’s Connected Vehicle Platform. Vehicles will increasingly make autonomous decisions that affect the safety of its passengers and other drivers and pedestrians, and manufacturers need to be confident in the integrity of these systems. Microsoft is one of only a few companies with a global cloud that has enterprise-security built in. Our commitment to compliance and regulation are the top reasons car manufacturers will rely on and trust Microsoft to help them build future connected vehicles.”

  • Tim Wong, Director of Technical Program Management for Autonomous Vehicles, NVIDIA:
    “Artificial intelligence for self-driving requires a fresh approach to allow vehicles to make sense of, and act on, huge volumes of data flowing into the vehicle in real time. We’re working with automakers and suppliers to meet this major industry shift to autonomous vehicles by enabling them to design cars using the most advanced processor and memory technologies.”

  • Sanjay Vishin, Director of Automotive Platforms, Qualcomm:
    “5G/Wireless connectivity to smart vehicles will be a game changer both for enabling vehicle-to-infrastructure and vehicle-to-vehicle communications. It will provide a bridge between the car, its surroundings and the cloud, especially as the car becomes more autonomous. This will enable more efficient machine learning (and hence services) in the Cloud and in the Car, along with more predictive and efficient collaborative control for autonomous cars.”
  • About Micron
    Micron Technology (MU) is a world leader in innovative memory solutions. Through our global brands – Micron, Crucial® and Ballistix® - our broad portfolio of high-performance memory technologies, including DRAM, NAND, NOR Flash and 3D XPoint™ memory, is transforming how the world uses information. Backed by more than 35 years of technology leadership, Micron’s memory solutions enable the world’s most innovative computing, consumer, enterprise storage, data center, mobile, embedded, and automotive applications. Micron’s common stock is traded on the Nasdaq under the MU symbol. To learn more about Micron Technology, Inc.(MU), visit micron.com.

    Micron and the Micron orbit logo are trademarks of Micron Technology, Inc.(MU) All other trademarks are the property of their respective owners.

    Public Relations Contact:
    Marc Musgrove
    +1 (208) 363-2405, mmusgrove@micron.com

    Investor Relations Contact:
    Shanye Hudson
    +1 (208) 492-1205, shudson@micron.com

    Image: Primary Logo

    Source: Micron Technology, Inc.(MU)

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    From: Sam9/13/2017 7:50:45 AM
       of 149
     
    Mike Rayfield of Micron keynote address at MWB--autos and semiconductors in the future.
    "The car is the next great client".

    youtube.com

    There is also a follow up panel discussion and Q&A. I haven't listened to them yet, but they will probably be pretty interesting.

    Panel discussion--"There have been huge revolutions in how we move human beings around."
    "Data is at the core of what will happen."
    youtube.com

    Q&A:
    youtube.com


    The panel includes people from Micron, NVDA, QCOM, and MSFT. The introduction to the panel discussion takes about 8 minutes, then two minutes or so introducing each panelist, then the real discussion begins at around 10 minutes or so.

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    From: Sam9/14/2017 7:40:42 AM
       of 149
     
    Micron (MU): A Powerful Self-Driving Car Stock
    Benjamin Rains
    ZacksSeptember 12, 2017

    Amid the constant barrage of autonomous driving news, and today’s major Tesla TSLA ruling, one highly popular semiconductor stock has seemingly cruised under the radar in terms of self-driving car coverage: Micron MU.

    On Tuesday, the U.S. National Transportation Safety Board found Tesla at least partially to blame for the first official car-related autopilot death. The NTSB announced that “operational limitations” in Tesla's Autopilot technology played a major role in a deadly May 2016 crash.

    The committee concluded that it was too easy for a driver to push the limits of Tesla’s current hands-free driving technology and safety measures (also read: Tesla Stock Gains While Self-Driving Tech On Trial).

    But Micron might be poised to help every major automaker create a secure self-driving vehicle future.

    Micron’s Self-Driving Exposure

    Micron markets its memory and data storage solutions to computer manufacturing firms, consumer electronics companies, and telecommunications powers. The semiconductor giant has also invested heavily in vehicle safety technology that could prove to be foundational for a driverless car future.

    The company’s vehicle-focused semiconductor technology currently helps reduce human driving errors, which includes gesture control interfaces that help detect drowsy and distracted drivers. Micron technology combines multiple vehicle sensors to create more advanced computer “vision” in vehicles. The company’s artificial intelligence also helps cars detect objects and humans that might be in the road and alert the driver.

    And a key factor in the long-term viability of self-driving car technology will the ability for vehicles to interact with one another. That is why Micron has also started to develop vehicle-to-vehicle communication technology.

    Micron is also working towards stopping outside, system-level security threats to connected vehicles. This less-talked about, but vitally important, security issue could ultimately lead to successful driverless car ecosystems—or potentially doom the whole industry.

    On Tuesday, Micron executives partnered with Cisco CSCO, Microsoft MSFT, NVIDIA NVDA, and Qualcomm QCOM to talk about the future of autonomous driving. Micron estimates that by 2020, a single connected vehicle could require at least 1 terabyte of memory storage capacity.

    The company is already shipping automotive-grade low-power DDR (LPDDR) memories to automotive clients. Micron contends that this technology can enable overall system bandwidths of up to 100 gigabytes per second. However, according to Micron, bandwidths of 300 GB/s will be needed in order to power fully autonomous vehicles down the road.

    “Micron’s GDDR memory will provide the industry with the first automotive-grade solution that can meet the future performance needs of self-driving vehicles,” Micron VP of Embedded Business Unit Jeff Bader said during the panel.

    Bottom Line

    Today’s connected vehicles require vast amounts of memory to power all of their high-tech features. As the long march towards driverless cars continues, memory needs will only grow. The world of self-driving cars can’t start until safety measures improve exponentially, as Tesla Autopilot accidents help prove.

    Micron is already working towards a future where every car on the road needs to automatically detect everything that is going on. And there can be no long load times when people are allowed to be asleep at the wheel.

    It seems Micron and its advanced data storage technology is helping pace the race towards driverless car technology.

    The company is currently a Zacks Rank #1 (Strong Buy). Shares of Micron are up over 50% year-to-date, and it saw its stock price hit a new 52-week intraday trading high on Tuesday.

    finance.yahoo.com

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    From: Sam9/14/2017 12:35:22 PM
       of 149
     
    Samsung Ups Its $8 Billion Bet on Self-Driving Cars
    By Gabrielle Coppola
    September 14, 2017, 2:00 AM EDT
    • Autonomous unit to offer open platform to challenge Mobileye
    • Phonemaker also plows $300 million into car-tech startup fund
    Samsung Electronics Co. is upping its $8 billion bet on automotive technology, forming a separate business unit within Harman to house autonomous driving products and plowing $300 million into a new fund investing in startups in the space.

    The autonomous driving unit will compete on everything from driving algorithms to systems integration, Dinesh Paliwal, Harman’s chief executive officer, said in a phone interview. That will include an advanced-driver assistance platform with open software that allows outside engineers to build products off of it -- a shot at Mobileye, which was acquired by Intel Corp. this year in a move that mirrored Samsung’s automotive leap.

    “Our industry is literally screaming, saying, ‘We love Mobileye but we need an open platform,”’ Paliwal said. “Competition is the best thing ever. The auto industry wants us to do it and we think we have the capacity and the fuel power.”

    The South Korean smartphone maker, which snapped up U.S.-based Harman International Industries Inc. last year for $8 billion to elbow its way into the hotly contested market for automotive tech, is betting it can marry its consumer electronics expertise with Harman’s presence in dashboards all over the world. If it works, it will be able to offer carmakers a lightning-quick connected system for infotainment, mapping, concierge services and autonomous driving -- without the competitive anxieties other tech giants like Apple Inc. or Alphabet Inc.’s Google tend to arouse.

    Startup Fund

    John Absmeier, vice president of smart machines for the Samsung Strategy & Innovation Center and former director of Delphi Automotive Plc’s autonomous vehicle project in Silicon Valley, will lead the new unit, which was announced Thursday at the Frankfurt motor show.

    To further access to new tech, Samsung is also creating a fund to invest in an array of technologies needed to enable self-driving and connected cars, from sensors and machine vision to artificial intelligence and security. The fund’s first strategic investment will be in TTTech, a safety-controls developer for autonomous systems.

    In a statement announcing the unit, Samsung was careful to note that it won’t enter the car-manufacturing business, positioning itself as non-threatening ally to automakers. Samsung in August received a California permit to test autonomous cars on public roads.

    “If we were not acquired by Samsung, in five years’ time we would have been struggling,” Paliwal said. “This is all about scale going forward.”

    bloomberg.com

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