Matthew BoyleThe evolution of robotic vehicles processors towards autonomy demands substantial computing power. Initially, server-grade processors were favored, but the rise of ADAS/AD processors brings cost-efficiency and energy savings. Yole Group‘s report highlights Nvidia’s early dominance with the Parker architecture, now rivaled by Mobileye, Qualcomm, and Huawei. Startups like Horizon Robotic and Black Sesame offer alternatives, particularly appealing to Chinese markets. Structural innovations, such as Mobileye’s decentralized processor family, cater to diverse needs while reducing development costs. Yole Group’s report delves into humanoid vehicle development and processor ecosystems globally. The US, China, and Europe lead in mechanical vehicle advancements, with significant investments globally. Strategic alliances and focused investments drive the expansion of robotaxis, robot trucks, and robot shuttles, shaping the future of mobility.
Competition and Collaboration in the ADAS/AD Processor Market
Mechanical vehicle processors, which are necessary for achieving autonomy, require a lot of computing power for automatic decision-making. Server/PC-grade processors were first used because of their strong computing capabilities. But, as the mechanical processor market has developed, those designed for ADAS/AD functions have become more economical and energy-efficient substitutes for mechanical vehicles. This is a result of Yole Group’s 2024 release of its market and technology report, Computing and AI for Robotic Mobility.
According to Adrien Sanchez, Senior Technology Market Analyst, Computing at Yole Group,” Nvidia, an early player, introduced high-performance processors with the Parker architecture in 2016; then widely used in many mechanical vehicles.” But, as ADAS/AD processors have been developed, competition has grown, with firms like Mobileye, Qualcomm, and Huawei gaining ground. Importantly, startups like Horizon Robotic and Black Sesame offer possible solutions, especially for Chinese businesses looking to establish safe domestic supply chains.
Structural Innovations in Processor Design
On the structural front, a variety of solutions are appearing. For instance, Mobileye has pioneered a robust processor family by moving away from an entirely centralized architecture that relies solely on one processor. This strategy offers a versatile solution that is tailored to the unique needs of its customers in addition to lowering development costs. The internal development of custom processors to specifically meet specific requirements is a prevalent trend among leaders in the robotics industry at the same time.
Yole Group’s Insights into Robotic Mobility
Yole Group publishes its market andamp, technology report, Computing and AI for Robotic Mobility 2024 in this context. The company gives an overview of the development of humanoid vehicles, such as robot trucks, robot shuttles, and robotaxis in this report. Additionally, it provides a thorough analysis of the ecosystem and players for mechanical processors and vehicles as well as an overview of computing and another robotaxis technologies.
With this study, Yole Group provides a thorough understanding of the processor ecosystem and players.
Global Landscape: Leaders and Investments in Mechanical Vehicles
The United States, China, and Europe are the three important regions that define the world landscape for mechanical vehicles, according to Hugo Antoine, Technology Market Analyst, Computing at Yole Group. Robotaxi services are currently offered in a few cities in the United States, and robot trucks are being deployed quickly to connect the East Coast to the West Coast.
With Baidu-Apollo leading in robotaxi and shuttle services and being closely followed by active businesses like WeRide and Pony, China has established itself as a leader in intelligent technology. ai. Europe is also actively involved, especially in testing programs and robot shuttle companies. Through strategic alliances with German, Chinese, and American businesses, the Middle East, particularly the UAE and KSA, actively participates in mechanical mobility projects. Companies focusing on mechanical vehicles in the automatic vehicle sector prioritize their core segments first to reduce costs and improve scalability. Virtually$ 42. 5 billion has been invested globally in robotaxis, robot trucks, and robot shuttles over the past nine years, with sizeable contributions coming from investments in robotics companies.
