Transportation is now a tech-driven industry. Exploring automotive technology, from electric vehicles and self-driving tech to infotainment systems shaping the future of mobility.
Something to look forward to: Earlier this year, Sony and Honda announced a collaboration to develop various electric vehicles, some of which could be fully autonomous. The companies also heavily focused on the entertainment side of the upcoming cars, emphasizing this by revealing plans to include a PS5 in specific models.
Cars are still less than 10% revenue for most chip companies
Why it matters: Over the past few years the semis industry has become somewhat obsessed with autos. Every major chip company now dedicates a fair amount of coverage to cars in all their investor presentations. Or at least it seems that way. In part that reflects a genuine growth in auto semis, and in part the tapering of growth in many other categories like mobile, PCs, etc.