Uber's automatic driving car killed pedestrians as the world’s first deadly car accident. The accident not only affected the process of the unmanned industry, but the remaining waves may also have a great impact on the three chip makers. This is probably not expected by NVIDIA, Intel and Qualcomm. .
In recent days, the Uber driverless SUV's fatal accident in Tempe, Arizona has not only become the world's first fatal accident in the field of self-driving cars, but also has had an impact on the progress of this field.
Currently, not only did the Arizona governor stop Uber’s driverless testing in the state, Uber immediately stopped all unmanned vehicle testing in the United States and Canada.
Previously, it was widely expected in the industry that driverless cars could hit the road in 2020. However, this accident may cause the industry to face more setbacks this year. It is worth noting that this event is either a big hit or a potential crisis for chip vendors in the driverless market.
When this happens, I am afraid that the three major chip manufacturers did not expect it. NVIDIA (NASDAQ:NVDA), Intel (NASDAQ:INTC), and Qualcomm (NASDAQ:QCOM), which are currently at the center of the storm, have different situations.
Nvidia is willing to back this pot
The Uber driverless car uses Nvidia's hardware (but not the DrivePX platform), and the pot was backed up before the relevant department's appraisal results came out.
Recalling the earlier announcement of their cooperation, Eric Meyhofer, Uber's advanced technical team leader, said impatiently: "Nvidia is Uber's important technology provider, and we will work together to introduce scalable driverless cars and trucks in the market."
After the accident, Nvidia responded quickly. According to a Reuters report on March 27, Nvidia has suspended all driverless tests. This news caused Nvidia's stock price to tumble by 8%, but its share price may also be due to a large number of sell-offs in the entire market.
Nvidia President and Chief Executive Officer Huang Renxun
This trend is likely to have a negative impact on Nvidia. Previously, relevant income from the auto industry was once the growth pillar of Nvidia, which has dropped 8% continuously in the past two months (in the last quarter, revenue in this sector only rose by 3%).
After the accident, the enthusiasm of the relevant automobile manufacturers for purchasing Nvidia series products may continue to decrease. Fortunately, the Uber driverless cars (including Tegra CPUs for infotainment and navigation systems) accounted for only 5% of their total revenue.
In fact, Nvidia’s declining trend in the automotive industry can easily be offset by its significant growth in the game GPU and data center sectors. Revenue from this segment of the business has increased its total revenue for the previous quarter by 34%. Therefore, although Nvidia's auto business may temporarily be in trouble, it is unlikely to affect its annual revenue growth.
Intel took the opportunity to slam the opponent
Intel owns Mobileye, the world's largest supplier of ADAS (advanced driver assistance system). This is Intel's most dazzling acquisition in the industry in recent years. The ADAS solution combines radar and camera to help drivers find danger, park properly and keep the car in the right lane.
Intel, Mobileye, BMW and Fiat Chrysler are jointly developing a driverless platform and originally wanted to introduce L5 unmanned vehicles by 2021. In addition, Intel also owns Movidius, a maker of computer vision chips that helps cars "observe" and analyze the surrounding environment.
Mobileye CEO Amnon Shashua criticized the "new entrants" for lack of experience to ensure the safety of driverless cars. Talking about the Uber accident video disclosed by the police, he said that Mobileye's ADAS could detect pedestrians at least one second before the impact.
Mobileye CEO Amnon Shashua
It's hard to say whether Mobileye will be affected because of this accident, because Intel has never released a separate report on the income related to the auto industry. However, it is understood that Mobileye created $358 million in revenue in FY16 (the last year before Intel’s acquisition), a 49% increase from 2015.
However, even if Mobileye’s revenue increased by 40% in FY2017 to reach US$500 million, this part of the revenue is still less than 1% of Intel’s overall revenue. As Intel’s emerging industry direction, the future of unmanned business lies in the future. If it slows down, it will not affect its core business. After all, Intel’s main revenue comes from providing x86 CPUs for personal computers and data centers.
Qualcomm industry downturn or impact on acquisition success
Under the intervention of the Trump administration, Qualcomm reluctantly escaped Broadcom’s hostile takeover, but its current development is still facing many obstacles. Regulators and terminal equipment manufacturers still demand that Qualcomm lower its license fees, which is a high pass. Most of the profit sources.
At present, Apple and another major global terminal equipment manufacturer (the industry generally believes to be Huawei) also suspend the payment of license fees to Qualcomm. At the same time, Qualcomm’s main source of revenue, the chip manufacturing business, faces fierce competition from low-cost chip makers such as MediaTek and independent research and development chip companies such as Huawei.
Qualcomm’s plan to unload shells is to acquire NXPS Semiconductors, the world’s largest automotive chip maker. NXP’s BlueBox is hailed as an unmanned platform that rivals Nvidia’s DrivePX, which may be a tool for future high-pass corners.
However, the acquisition is still stuck in stagnation. NXP shareholders did not obtain sufficient shares, and the Chinese Ministry of Commerce has not yet approved the completion of the transaction. The battle with Broadcom forced Qualcomm to increase its bid for NXP by 16% to reach US$44 billion. Therefore, in the slow development of the driverless industry, Qualcomm is likely to pay too high prices for the chip maker.
This is a disaster or a blessing to Qualcomm before the arrival of the 5G era? It is currently unclear.
Conclusion
Driverless cars are a new technology and tragic accidents are inevitable. Therefore, the slowdown in the pace of development of the industry may outweigh the disadvantages. The driverless industry should also find its own loopholes as soon as possible and reassess its safety standards and test behavior.
In addition, for investors, Nvidia and Intel should not be questioned because of the Uber accident, because automotive chips are only a small part of their business. However, Qualcomm should be viewed with a critical eye to see if its plan to acquire NXP is still tenable in the tough market environment in the future.
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