Automotive Interest Group Workshop

This automotive workshop on February 11^th is part of Semiconductors in the Autonomous Age, a collaborative project between GSA and McKinsey & Company assessing the impact of autonomous driving applications with the potential to disrupt the semiconductor value chain and the industry as a whole.

The target audience includes all players in the automotive industry, e.g. OEMs, tier-1 suppliers, semiconductor suppliers, as well as companies beyond that are interested to enter the automotive semiconductor market.

Click here to request more background information on this workshop.

The premise is that autonomous driving applications will create demand for new specialized semiconductors (e.g. special ASICs). As a consequence, positioning of traditional semiconductor players will be challenged as automotive OEMs start developing own silicon (e.g., Tesla self-driving chip). Before automotive, other industries have seen similar “backward integration” of OEMS / system players developing their own chips (e.g. Apple iPhone chips, iMAC chips starting in 2021), with Tesla leading the trend in automotive.

This trend may have a profound impact on the future of the semiconductor industry and all players in the ecosystem due to:
-Demand for new types and quality of specialty silicon
-Shifts in value chain as OEMs starting to develop own silicon

These developments have the potential of disrupting the value chain around automotive electronics, with a severe impact on current and potentially new players – with both potential upsides and risks through new market dynamics.

The workshop will roll out as a very interactive series of short presentations on several “deep dive” topics, with polls to collect opinions from the audience, and the opportunity for the attendees to ask questions that will be answered and discussed in real time.

Preliminary deep dive topics for the active breakout sessions include:
-Autonomous use cases and technologies
-Emerging player archetypes
-Market development of special semiconductors
-Potential strategic opportunities for different value chain participants

This workshop contributes to a broader joint collaboration project, planned to conclude in June, at the end of which McKinsey and the GSA will develop:
-Assessment of use cases and application areas with high potential for backward integration
-Detailed view on competitive dynamics, i.e. strategic directions of different players in the ecosystem and resulting impact on value chain
-A quantitative market model assessing the autonomous application silicon market size with potential for backward integration
-A view on future partnership and ecosystem network including impact on different players in the ecosystem (e.g., OEMs, Tier 1, Tier 2) and strategic recommendations

The results of the project will be summarized in an article available to workshop participants and to GSA members.

For questions, email automotive@gsaglobal.org.