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Autonomous vehicles to create massive AI business opportunities

Nuying Huang, Taipei; Willis Ke, DIGITIMES 0

The massive new nodes created inside and outside self-driving cars will bring new business opportunities for AI solutions, and the entire creation process can be seen as a combination of "kitchen wastes" and "indestructible cockroaches," according to Wei-Bin Lee, CEO of Hon Hai Research Institute under the Foxconn Technology Group.

The new nodes generated are like kitchen wastes, and hackers are like cockroaches that are pervasive and can hardly be totally eliminated, Lee explained, stressing that the analogy can highlight the growing importance of cybersecurity in the development process of self-driving cars.

Lee made the remarks at a forum held alongside DIGITIMES-hosted 2022 Taiwan AI Expo.

Wei-Bin Lee, CEO of Hon Hai Research Institute.  Credit: DIGITIMES

Wei-Bin Lee, CEO of Hon Hai Research Institute
Photo: DIGITIMES

At the event, supply chain experts noted that the most important key for self-driving cars lies in Internet of Vehicles (IoV), and therefore before IoV is activated, sound network security must be laid out first. They added that security is the key premise for the development of autonomous vehicles, especially from Level 2 to Level 2+, where the number of connected networks is increasing, drawing more and more concerns from automakers.

Self-driving cars can be regarded as high-end mobile computers or smartphones, but Taiwan's ICT industry has yet to develop mature mobility technologies although it has expetise in sectors of computers, handsets, high-end servers, datacenter components and edge computing devices. This, coupled with immature development of Taiwan's automobile industry, has resulted in insignificant presence of local enterprises in the sectors of ADAS systems or even L2 self-driving cars, the experts opined.

But they stressed that in approaching Level 3-5 self-driving technologies, the importance of Taiwan's semiconductor supply chains will be increasingly highlighted, given that global automotive chip IDMs including Infineon, NXP, STMicroelectronics, Renesas and TI, as well as chipmakers Nivida, Qualcomm and Intel have all sustained close cooperation with Taiwanese semiconductor partners in exploring automotive electronics business opportunities, in addition to consumer and industrial applications, over the years.

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