Samsung Electronics, Nvidia, Qualcomm and TSMC are in the leading position of fierce competition in the autonomous semiconductor market.Nearly, modern car companies such as Motor and Tesla have also joined for competition to develop their own autonomous driving chips.The reason is that the application scope of autonomous driving technology has expanded from cars to ships, airplanes and robots. It is expected that the relevant semiconductor market will expand to more than $ 29 billion by 2030.
A report released by McKinsey, a global consulting company McKinsey on July 23, shows that the global autonomous semiconductor market is expected to increase from US $ 11 billion in 2019 to US $ 29 billion in 2030.
    Mobileye is a startup that originated in Israel and was acquired by Intel in 2017. It is often considered a leading developer of autonomous driving chips.The company is a pioneer in the field of advanced driving assistance systems (ADAS), developing a camera -based autonomous driving chip Eyeq, and supplied it to a car semiconductor company and first -line car parts manufacturers.It plans to launch a Lidar -based autonomous driving chip from 2025.In addition, Ambarella from the United States is known as a decarcal company, developing a camera -based autonomous driving chip to compete with Mobileye.
Domestic companies such as     Telechips, NextChip and other domestic companies are also trying to enter the autonomous driving chip market.
    Qualcomm and other global fabric factories companies are actively engaged in autonomous driving chip business.At the Global IT and Electronics Exhibition CES 2023 held in January, Qualcomm launched the Snapdragon Ride Flex chip.The chip integrates ADAS, information entertainment systems and autonomous driving functions.In order to promote autonomous driving technology, Qualcomm acquired Veoneer, a Swedish autonomous driving company for $ 4.5 billion in April last year.It has also accumulated supply records.In January of this year, Qualcomm announced that it would supply autonomous driving chips to Hyundai Merbis and jointly develop software.
    Nvidia expanded the business through the autonomous driving chip and software.As we all know, European auto manufacturers who are backward in ensuring autonomous driving technology and data are particularly keen to adopt Nvidia's autonomous driving platform.
    NVIDIA is providing companies such as Mercedes-Benz and Volvo to provide NVIDIA Drive autonomous driving platforms.Next year, it plans to supply US electric vehicle company Lucid, which has also been supplied to Jaguar Land Rover since 2025.
    As the competition for the development of autonomous driving chips has intensified, the workload of foundries (that is, companies producing chips based on orders) is increasing.Samsung Electronic OEM has planned to provide dedicated 4 -nanometer technology services for autonomous driving chips after the existing 14 -nanometer, 8nm and 5 -nanometer process.Tesla and Ambarella are considered potential customers of 4 nanometers.TSMC is seriously considering establishing a foundry in Germany in Germany, and directly aiming at the car manufacturer there, the ultimate customer of the autonomous chip.