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Home > Industry News

NXP CTOLars Reger: Globalization is key to chip industry development

Views : 65
Update time : 2024-01-17 09:21:56
        Recently, NXP CTO Lars Reger said that artificial intelligence alone will not be enough to ensure further innovation in automotive chips, as building cars is not like building an AI chatbot.
        According to Reger, the adoption of more creative electronic features in the automotive industry will be relatively slow and incremental, rather than disruptive.
        The car's high safety standards mean that AI chips won't suddenly replace all other automotive chips, such as sensors, processors and microcontrollers. Instead, they will be gradually integrated to enhance existing functionality. "Many people think AI and machine learning are everything. They are great technologies, but they don't do the job of 'supporting smart cars' on their own." He said. 
        Comparing the chips in a car to the central nervous system, Reger said a reliable automotive system requires many other chips to act as "cerebellums" and "brainstems," not just "brains" to function. It's not just the "brain" that works. He added: "We often focus on what is the right level of AI and how to minimize power consumption. It's not like building ChatGPT, which requires huge energy consumption and cloud-based generative AI."
        Reger went on to say that the automotive industry is also different from consumer electronics such as personal computers, which have very high safety standards, which is why the adoption of all the creative features promised by AI has been relatively slow.
        Addressing the topic of supply chain security and resilience, Reger said that in the wake of the unprecedented chip shortage two years ago, NXP and its customers have become very concerned about supply chain resilience and want their major contract chipmakers, such as TSMC, to offer multiple production locations rather than centralizing production in one place. It is unrealistic to ask TSMC to produce its most advanced chips in Europe, where demand is primarily for automotive and industrial chips that can be manufactured using less advanced technologies. 
        Reger said: "In the next 10 years, 2nm chips will be mainly used in cell phones or personal computers. But Europe does not have any large cell phone or personal computer manufacturers, so if you want to build a 2nm factory in Europe, you need to attract customers from Asia and the United States, which is unreasonable. The current thinking on resilience is to build some redundancy into the supply chain, because customers can live with the slightly higher prices that result. 
        In addition, Reger said that while major economies are promoting local semiconductor production, globalization continues to drive the chip industry forward. The chip industry needs to serve the global market, so globalization is key. Otherwise, it will only slow down innovation as you don't create enough R&D funding to accelerate technology development.
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