Published: 30 May 2024
Summary
The transition to a software-defined centralized architecture in autonomous vehicles creates risk, with memory supply challenges for product leaders. A seamless CX transition between smartphones, PCs and vehicles is required to avoid product recalls at worst and mistimed product launches at best.
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Overview
Key Projections
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The memory and storage bill of materials (BOM) cost for Level 2 (L2) autonomous vehicles will double in 2025 from 2023 levels to more than $100 as gigabyte content increases in vehicles.
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Vehicles will face a longer time to market as price and availability of leading-edge graphics double data rate (GDDR) and low power (LP) DRAM for high-end digital cockpit and in-vehicle infotainment (IVI) systemswill lead to longer wait times for select top vehicle variants.
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Software-defined vehicles will necessitate modular and scalable system design from OEMs with provisions to upgrade memory and storage.
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Thirty-five percent of new vehicles sold will have
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