2015 was a challenging year for the smartphone industry. Nvidia, the last of the self-driving car companies on this list, takes a unique approach. Every type of data center—from supercomputers, hyperscalers, and cloud companies to enterprises across various industries—has adopted deep learning and inferencing. After months of heading in reverse, autonomous vehicle stocks are revving up. Long a favorite of tech-loving investors, these companies could not keep up with the blows of the novel coronavirus. So Nvidia’s automotive revenue has doubled from $320 million in fiscal 2016 to $640 million in fiscal 2019. If you need more convincing, consider this. The company first announced its autonomous chips just five years ago, when it unveiled its Nvidia Drive computing platform. In fact, Nvidia is fast becoming a favorite stock of mine as it goes from strength to strength, reeling in clients such as Sony (NYSE: SNE), Toyota (NYSE: TM), and Tesla (NASDAQ: TSLA). Back in fiscal 2016, Automotive was NVDA’s fastest-growing segment with 80% year-over-year revenue growth. But this is exactly the market many of the other chip companies are going after as well. took some major GPU market share away from AMD. Copyright © 2021 InvestorPlace Media, LLC. The 2018 Audi A8 included the tech, but critics were quick to bash the primitive sensors. Right now, Nvidia makes more powerful graphics cards than AMD, and it's barely even a competition… This initiative is still in beta, and it could start generating revenue next year. However, the trend of software being more the differentiator than hardware has been ongoing, and this development does not materially change that. Additionally, unlike competitors such as Intel’s Mobileye, DRIVE offers an “open software platform,” which lets developers use Nvidia’s OS, libraries, and algorithms to personalize their own applications. Most technology firms spend a large sum on R&D to build a rich IP portfolio. Nvidia’s market share fell from 81.9% to 81.1% during the same period. The other combines radar, LIDAR and other depth-detection sensors. And the Tegra processor business has been facing falling revenues due to reduced demand from smartphones and tablets. That’s when Nvidia gained market share. LAS VEGAS, NV - CES -- NVIDIA (NASDAQ: NVDA) today announced that it is collaborating with ZENRIN, Japan's leading mapping company, to develop a cloud-to-car HD map solution for self-driving cars. Over the years, Nvidia increased its revenue from China to 24% in fiscal 2019 from 16% in fiscal 2016. And Wall Street analysts have a “hold” recommendation for AMD and Intel, which are trading near their historic highs. It all started when AI was just a theory. On the other hand, rivals Intel and AMD expect full-year 2019 revenue to rise 5% and 0.3%, respectively. This period falls under Nvidia’s fourth-quarter of fiscal 2016, ending in January of 2016. Back in September last year, NVIDIA made waves when it acquired the UK-based semiconductor maker, ARM, from the SoftBank Group to the sum of US$40 billion (~RM161 billion). That slowdown is troubling, since NVIDIA faces a lot of competition in this market. Note that we took all this market share data from JPR. The trend of autonomous vehicles was just starting. This difference shows that peers performed better than Nvidia this year. Even Intel and Qualcomm took a hit as smartphone demand slowed in 2015, especially in China. So let’s explore the impact of growing competition, market trends, and technology transition on Nvidia’s earnings. Nvidia’s Tegra revenue rose almost threefold from $559 million in fiscal 2016 to $1.54 billion in fiscal 2019. Investors will also appreciate its institutional support. The future also looks bright for Nvidia’s automotive chips business. to bring deep learning capabilities. by fully optimizing its EYPC CPU and Radeon Instinct GPU for supercomputing. This market share is growing, thanks to ray-tracing. Because the tech still needs some testing, its driverless fleet often has a real human up front. This revolutionary tech will ignite the $3 trillion electric vehicle industry. Both companies are developing new architectures with HBM (high bandwidth memory) 2.0. Running on variations of its EyeQ chip, automakers like Tesla (NASDAQ:TSLA), BMW (OTCMKTS:BMWYY) and General Motors sought to partner with Mobileye. 2020 will be the first year of next-generation consoles, so they will sell well. Nvidia Corporation (/ ɛ n ˈ v ɪ d i ə / en-VID-ee-ə) is an American multinational technology company incorporated in Delaware and based in Santa Clara, California. AMD’s market share bottomed to the. Nvidia’s first ray-tracing Turing product was a Quadro GPU for the workstation. It bottomed at 63.9% during this timeframe. As this technology is ten years ahead of its time, it lacked the right ecosystem to leverage the benefits of ray-tracing. Nvidia officially announced it has plans to acquire CPU maker ARM for $ 40 billion from its current owner, Japan's SoftBank. The early 2010 decade saw the evolution of the smartphone that replaced the PC for most people connecting to the Internet. Intel followed Nvidia and. Nvidia’s Volta GPU is features 21 billion transistors and 5,120 cores 2) Share Performance. It acquired Moovit, a startup that provides real-time mapping and trip-planning services, in May. What changed? Nvidia can get competition in inference which is a volume business. But it will once again face a major challenge in 2020. However, the trend of software being more the differentiator than hardware has been ongoing, and this development does not materially change that. Read more The trade ban and, Nvidia sells GPUs to both gamers and PC OEMs (original equipment manufacturers). Automotive could be Nvidia’s next revenue catalyst. In the second half, Nvidia stock rallied at a decent pace and, pulled itself from the technical weakness. Many rumors have circulated about which form the first Xe GPU will take—mobile gaming GPU or desktop gaming GPU. However, the growth rate for the company’s gaming revenue slowed to 13% year-over-year in fiscal 2019. About NVIDIA NVIDIA ’s (NASDAQ: NVDA) invention of the GPU in 1999 sparked the growth of the PC gaming market and has redefined modern computer graphics, high performance computing and artificial intelligence. The collaboration encompasses processing both in the car, where the data is collected, and in the cloud: In the mapping-survey vehicle, the NVIDIA DRIVE™ PX 2 AI car computer and NVIDIA … The whole wave of crypto mining drove revenue for all GPU players riding the tide. AMD and Intel rose 80% and 4%, respectively. NXP is one of the biggest car’s chip maker challenge NVIDIA with BlueBox, another autonomous platform. Sadly, the purchase didn’t sit well with some groups, with one UK regulator now investigating it. To make it safer and easier for all involved? Game consoles were added in fiscal 2017. Copyright © I expect Nvidia’s gaming revenue to fall 7% year-over-year to $5.8 billion in fiscal 2020, slightly above the pre-crypto level of $5.5 billion. In fiscal 2019, Nvidia’s Datacenter revenue growth slowed to 52%. Nvidia shares have soared recently – rising over 38% in May 2017. That said, such an acquisition would give Nvidia a leg up for further autonomous vehicle innovation. Moreover, Nvidia identified far better opportunities in eSports and AI, where its mastery lies. eSports have become so popular that today, official eSports tournaments take place. As for EPS, they grew from $0.46 in the third quarter of fiscal 2016 to $1.84 in the third quarter of fiscal 2019. From there, Velodyne quickly became a market leader. There, representatives stated that it’s developing a gaming NUC (Next Unit of Computing) that will compete with AMD’s and Nvidia’s GPUs. In fiscal 2019, Nvidia’s Datacenter revenue growth slowed to 52%. This trend doesn’t mean that the ProV segment didn’t grow. Even though Nvidia started losing GPU market share to AMD in 2016, the former’s revenue continued to grow. As a seasonal trend, the company tends to see strong growth in the second half of a fiscal year versus the first half. Nvidia is developing Pascal, and AMD is developing Polaris. Competition is part and parcel of business, and it will always affect Nvidia’s earnings—especially its gaming revenue. AMD and Intel have bullish price targets of $53 and $75, representing upside of 15% and 25%. Both companies also plan to shift GPU production to 14/16-nm (nanometer) node process. For instance, the current AAA games didn’t support ray tracing. Inside Volta, Nvidia for the first time introduced Tensor cores dedicated to deep learning. Alarmed by the increasing competition from AMD, Nvidia has been diversifying into other high-growth areas, such as data center and automotive. The company also introduced the TensorRT deep learning framework. It gives Mobileye vehicles to outfit, and Mobileye supplies the self-driving tech. In April, Cruise shared that its fleet of all-electric Bolts had made another environmentally friendly adaptation. Today, it has the leading AV technology with end-to-end AV solutions. I expect Nvidia’s Datacenter segment to bottom in fiscal 2020. Nvidia was founded in the year 1993 by its co-founders Curtis Priem, Chris Malachowsky and … This growth came as the overall automotive market performed well. DRIVE Infrastructure is a complete workflow platform for data ingestion, curation, labeling, and training plus validation through simulation. That said, investors will also benefit from its self-driving trucks and moves into the luxury market. Nvidia’s next big bet is on cloud-based gaming streaming through GeForce Now. As the smartphone also involved computing, the two computing giants, Intel and Nvidia, jumped into the smartphone arena. Well, self-driving car companies found their first silver lining in social distancing. While Gaming is Nvidia’s largest segment and Datacenter is its fastest-growth segment, Automotive is the company’s future. NVIDIA's automotive semiconductor competitors will not be thrilled by the acquisition because it brings uncertainty and changes the status quo. As you can see in the above graph, AMD started to lose market share in the calendar third quarter of 2014. In the coming year, AMD plans to launch its second-generation RDNA2 (Radeon DNA)-based 7nm GPU that features ray tracing. Due to reduced competition, Nvidia managed to boost revenues. And it also entered into a costly legal battle with Samsung and Qualcomm, which it lost. These startups are only building a few vehicles, are well-funded and want the best sensors available. However, the trend of software being more the differentiator than hardware has been ongoing, and this development does not materially change that. It currently is focused on Phoenix, Arizona, where it has a fleet of driverless and semi-driverless cars. In the third quarter of 2019, its discrete GPU market share rose to 72.9% from 67.9% in the previous quarter, according to. Tags: ARM Holdings, CMA, Competition and Markets Authority, Nvidia Intel previews new ‘Alder Lake’ chips that look to emulate Apple Silicon approach … The future also looks bright for Nvidia’s automotive chips business. It grew 11% year-over-year in fiscal 2017 and 2018. Its fiscal 2016 earnings got a boost from the gaming, automotive, and data center applications. So the 2019 trade disputes between the US and China hurt Nvidia significantly. . Of course, one way to benefit from their rally is by investing in each of these stocks. In turn, autonomous vehicles provided an obvious solution. All three stocks are ending the year near their 52-week highs. There is no denying that self-driving cars are the future of transportation. However, its next-generation 12nm Turing GPUs (the generation after the 14nm Pascal launched in 2016) faced several hurdles. Overall, fiscal 2020 has been a weak year for the semiconductor industry. This time we look into the relationship between Tesla and NVIDIA when it … Its non-GAAP EPS rose fourfold from $1.67 to $6.64. However, I think the growth will pick up again in fiscal 2021 as the trade war eases, the crypto effect vanishes, and Nvidia launches its 7nm Ampere GPUs to compete with AMD’s 7nm Navi GPUs. Nvidia officially announced it has plans to acquire CPU maker ARM for $ 40 billion from its current owner, Japan's SoftBank. But what exactly does Luminar do? And they attract millions of viewers. Qualcomm (QCOM) was the leader in the smartphone chip market. NVIDIA has 13,775 employees across 57 locations and $10.92 B in annual revenue in FY 2020. So a slowdown in the car market didn’t put Nvidia’s Automotive revenue growth in the red. Intel’s chief architect, Raja Koduri. The share price has been surging higher over the past two years – gaining 541% since June 2015. Intel has a broader range of accelerators, like Xeon CPUs, Nervana neural network processor, Altera programmable solutions, and many more. Recognizing this, Velodyne recently unveiled Velarray, a cheaper product geared toward the automaker market. In the part that describes NVIDIA Corporation competitors and the industry in whole, the information about company's financial ratios is compared to those of its competitors and to the industry. AMD is trading at an all-time high of over $46, and Intel at a 19-year high of over $60. These three stocks are among the top ten holdings of SMH. to trucks and commercial vehicles as well. But Nvidia won on the ASP (average selling price) front. And it’s important to note that JPR measures market share in terms of number of GPUs shipped. Rumors suggested that Intel might renew the deal or sign another GPU licensing deal with AMD. This was the time that the. Mobileye started life developing cameras and image-processing software to make driving safer. However, Nvidia won’t be the sole company enjoying this opportunity. If you want a self-driving car, chances are high you will be relying on LIDAR. At the time that the company began a dedicated business in automotive, the focus was placed on in-car entertainment and display systems. This trend doesn’t mean that the ProV segment didn’t grow. Back in 2015, Nvidia took some major GPU market share away from AMD. After peaking at $281 in September 2018, the stock fell more 50% between October to December 24, 2018. Now, its Apollo project is leading the way. Qualcomm launched its first line of Snapdragon Automotive chipsets in early 2016. Over the years, the company developed its DRIVE AGX processor, shifting its focus from in-car infotainment to AV. as Nvidia launched ray-tracing technology. Read more. And it did just that. But as we near the end of 2019, Nvidia is guiding for fiscal 2020 revenue of $10.8 billion, down 8% year-over-year. In this $10 trillion industry, Nvidia estimates its TAM (total addressable market) to reach $60 billion by 2035. Any automaker can buy its graphics processing units and systems on a chip and implement them in their vehicles. And unlike Nvidia, AMD is a market leader in console chips. This entire crypto-related rise fell in the second half of 2018. As you can see in the above graph, AMD started to lose market share in the calendar third quarter of 2014. According to a June 2016 Ubergizmo article, Nvidia’s CEO Jen-Hsun Huang said at Computex 2016, “We are no longer interested in that market.” Explaining Nvidia’s decision, he stated that smartphones are primarily communications devices where compute performance plays a “supportive role.” Nvidia, on the other hand, is best at computing. Another important thing to note is that for the most part, Waymo is not focused on building its own cars. The company’s pioneering work in accelerated computing and AI is reshaping trillion-dollar industries, such as transportation, healthcare and manufacturing, and fueling the growth … About NVIDIA NVIDIA ’s (NASDAQ: NVDA) invention of the GPU in 1999 sparked the growth of the PC gaming market and has redefined modern computer graphics, high performance computing and artificial intelligence. The program in Cangzhou includes 55 drop-off and pick-up areas, focusing on key locations like hotels and train stations. Investors Are Split Between Nikola and NIO in Race for the Next Tesla. 2016 was a revolutionary year for both AMD and Nvidia. Article printed from InvestorPlace Media, https://investorplace.com/2020/09/7-self-driving-car-companies-autonomous-vehicle-stocks/. SourceForge ranks the best alternatives to NVIDIA DRIVE in 2021. Datacenter exploded, increasing its revenue contribution from 6.7% to 25% of Nvidia’s revenue during that period. NVIDIA ® DGX ™ systems provide the compute needed for large-scale training and optimization of deep neural network models. But this potential isn’t as high as the automotive or datacenter segments. It bottomed at 63.9% during this timeframe. This year, it signed a licensing deal with Samsung for GPU technology in smartphones. And they attract millions of viewers. Although Nvidia tried to keep itself away from the low-margin game console market, the segment did contribute a significant amount to its revenue. In the UK, the de... Acquisition ARM by Nvidia under investigation by UK antitrust authority So its fiscal 2017 is close to calendar 2016. The Nvidia’s fall was so deep that the stock faced, until August 2019. This market cap rose almost tenfold to $144.96 billion on December 27, 2019. Other semiconductor companies, such as NXP Semiconductors and Maxim Integrated, reported strong growth in their automotive segments. But it will once again face a major challenge in 2020. A June 2018 Motley Fool article did the math and concluded that game consoles contributed 18% to Nvidia’s revenue in fiscal 2018. The Apollo Computing Unit just launched what it considers the first production-ready computer for self-driving cars in the world. 2021 InvestorPlace Media, LLC. Instead, the Origin has a lot more seating. Like all of its competitors, Mobileye still has a long way to go. This market share is growing, thanks to ray-tracing. NVIDIA … Estimate beating earnings announcements in mid- May sent the share price rocketing 23% higher in the week ending May 12 th alone. It recently joined forces with Mercedes-Benz to build a fleet of autonomous vehicles from the ground up. However, Nvidia stock fell 31% in 2018. This launch took place when the AI revolution just began. And this entire fall came in the last quarter as the crypto trend vanished and Nvidia guided its first quarterly revenue decline. Over the years, Nvidia broadened its GPU offering to different platforms of gaming, workstations, data center, AI, and cloud computing. Back in fiscal 2016, Nvidia earned 5% of its revenue—or $264 million—from licensing. Financial Market Data powered by FinancialContent Services, Inc. All rights reserved. The ProV segment has growth potential. Image Credit: Nvidia (Image credit: Future) Performance. Gamers widely adopted Nvidia’s high-end Pascal-based GeForce GPUs as the. IPO after IPO, red-hot tech companies hit the market. Its revenue more than doubled from $5 billion to $11.7 billion. NVIDIA began working with automotive customers well over 10 years ago. However, a year later, in the third quarter of 2015, AMD gained some lost market share in the AIB (add-in-board) segment, while Nvidia lost. However, it doesn’t stop Nvidia from diversifying into other areas. Hall and the team joined a 2005 competition hosted by the Defense Advanced Research Projects Agency (DARPA). Neither of the two scenarios happened. Autonomous vehicles need the 5G network to connect to data centers with low latency. The GPU market has been attracting investor attention since 2016, when Nvidia introduced the concept of GPU computing. Squaring up with Waymo, its first driverless car hit the road in 2015 thanks to a partnership with BMW. And Nvidia’s troubles won’t end with AMD. Importantly, if you live in China, you can actually hail a robotaxi through Apollo. ET, the man who recommended Google before anyone else will reveal his #1 stock pick for 2021 — for FREE — ticker symbol and all — in a special presentation. However, Nvidia stock fell 31% in 2018. While Velodyne maintains a competitive position in this prototype-focused market, it still faces an uphill climb. NVIDIA has been building automotive computing solutions since the beginning of the Tegra days, before the DRIVE platform and has been doing so for over a decade. And on the other hand, AMD is entering the smartphone market. Intel sold 17.4 million cameras, chips and software systems in 2019. This deep learning process takes data from on-road and simulation testing, helping the driverless cars predict and respond. However, AMD’s strategy is way different than Nvidia’s. However, there’s a big opportunity in the space as Nvidia believes the … It proved to be a big hit in the mass market. NVIDIA and Continental, one of the world’s largest automotive technology companies, today announced they are partnering to create top-to-bottom AI self-driving vehicle systems built on the NVIDIA DRIVE™ platform, with a planned market introduction starting in 2021.. Nvidia closed a deal on Monday to acquire Arm Holdings from SoftBank (OTCMKTS:SFTBY) for $40 billion. It outfits vehicles from the likes of Toyota (NYSE:TM) and Fiat Chrysler (NYSE:FCAU), incorporating cameras and LIDAR sensors. Many rumors have circulated about which form the first Xe GPU will take—mobile gaming GPU or desktop gaming GPU. And it reports these sales in its Gaming segment. The general rule for stocks is to buy on the dip and sell on the rise. The stocks are already trading at their median price target. At the time, it was an audio company specializing in subwoofer technology. So on the one hand, Nvidia has exited the smartphone market. On the other hand, AMD stock rose 295% and -9% while Intel stock rose 8% and 30%. Volvo plans to incorporate its LIDAR sensors starting in 2022. The trend of autonomous vehicles was just starting. And it reports these sales in its Gaming segment. As its name implies, Velodyne now specializes in LIDAR sensors. Nvidia (NASDAQ: NVDA) is a popular company and a hot name for gamers, A.I., and mobile computing alike. And although AMD’s GPUs were preferable, a supply shortage pulled that demand to Nvidia GPUs as well. However, they continuously search for licensing opportunities since they generate stable cash flows. Nvidia became a monopoly in AI hardware, and it attracted competition from Intel and AMD. Within the last few weeks, Wall Street welcomed two autonomous vehicle plays. The global automotive chip market is on track to exceed $56 billion in 2025 from $23 billion in 2016. Things have been heating up in the discrete GPU (graphics processing unit) market between Nvidia, The GPU market has been attracting investor attention since 2016, when Nvidia introduced the concept of, . So on the one hand, Nvidia has exited the smartphone market. Fresh money and fresh enthusiasm, combined with a recovering industry, is the perfect recipe. So exiting smartphones was a wise decision for Nvidia—even though smartphone processors were a huge market. Later, in 2019. modem market as well, thanks to Qualcomm. And it did just that. So the company refrained from sharing full-year guidance at the start of the year. Nvidia is distancing itself from its driverless car tech competition "NVIDIA has been working for years to bring its semi-autonomous vehicle technology to the roads, and the company just showed that it continues to be a leader in the space with the debut of Audi's new A8." Other semiconductor companies, such as NXP Semiconductors and Maxim Integrated, reported strong growth in their automotive segments. Get the latest NVIDIA Corporation (NVDA) real-time quote, historical performance, charts, and other financial information to help you make more informed trading and investment decisions. ... or PMPs, Internet television, automotive navigation, and other similar devices. This computing company designs and markets graphics processing units (GPUs) that serve professionals in the gaming industry, and system on a chip units (SoCs) for the automotive and mobile computing industries. Automotive could be Nvidia’s next revenue catalyst. Moreover, Nvidia has branched out to trucks and commercial vehicles as well. Nvidia, AMD, and Intel are all growing stocks. Consumers wanted to get essential products like groceries and prescriptions without braving crowded, germ-ridden stores. However, the bulk of AMD’s market share gain goes to its 14nm Polaris GPU. However, the trend of software being more the differentiator than hardware has been ongoing, and this development does not materially change that. Both also companies launched new products in that period. But it still accounts for 5% to 6% of the company’s revenue because the autonomous vehicle trend hasn’t picked up yet. Importantly, it also operates in China, one of the largest global markets for driverless cars. Another major reason for AMD’s market share gain was the cryptocurrency boom in late 2017 and mid-2018. And when the crypto boom was at its peak in the second quarter of 2018, AMD’s market share reached, . Thanks to pandemic roadblocks, this may not be the year driverless cars go mainstream. But it may not reach the triple-digit level while AMD and Intel make their way into deep learning and AI. Also, I believe growth will likely revive next year. Together, Intel and Nio will one day supply Chinese consumers with their own autonomous vehicles. That is exactly what Waymo — which touts itself as a new way forward in mobility — aims to do. Nvidia was among the top decliners, falling 31%. Gaming remains Nvidia’s core and its biggest business. The UK competition watchdog, the Competition and Market Authority (CMA) is to investigate the proposed takeover of Arm by Nvidia. This growth is lower than AMD’s rally of 145% but higher than Intel’s rally of 27.6%. NVIDIA’s automotive semiconductor competitors will not be thrilled by the acquisition because it brings uncertainty and changes the status quo. AMD also launched the industry’s first hardware-virtualized GPU, the FirePro S-Series. This entire crypto-related rise fell in the second half of 2018. But it still accounts for 5% to 6% of the company’s revenue because the autonomous vehicle trend hasn’t picked up yet. Compare features, ratings, user reviews, pricing, and more from NVIDIA DRIVE competitors and alternatives in order to make an informed decision for your business. On the date of publication, Sarah Smith did not have (either directly or indirectly) any positions in the securities mentioned in this article. And this GPU is set to launch next year. It peaked at 36.1% in the second quarter of 2018, according to this JPR. Later, in 2019, Intel exited the 5G smartphone modem market as well, thanks to Qualcomm. Once the reverse merger closes, Luminar will trade on the Nasdaq Exchange under the symbol LAZR. And the company is set for a strong fiscal 2021. The first is that the company is rapidly embracing software. Since emerging just over a decade ago, Waymo has gotten to work solidifying its business model and getting self-driving cars on the road. InvestorPlace analyst Matt McCall wrote recently that Velodyne Lidar was a bet on the future of transporation. And when the crypto boom was at its peak in the second quarter of 2018, AMD’s market share reached 36.1%. Nvidia earns revenue through five segments—but not all its segments drive growth. Instead, it’s exploring new avenues in AI and AV. card for PCs, Nvidia GPU Cloud, and GRID for GPU on cloud. While investors should like its track record, its future looks even brighter. The Tegra microprocessor for smartphones. Baidu is not messing around. Meanwhile, AI processor startups continue to nip at Nvidia heels. It’s leveraging GPUs in PC gaming, crypto mining, autonomous driving, 5G, AI and machine learning computing from data centers. Origin is everything enthusiasts want. Fiscal 2020 saw the advent of autonomous driving. In fiscal 2017, Nvidia’s data center revenue rose as major cloud companies adopted Nvidia’s Pascal-based. And it can grow in areas where compute performance is a challenge. Across the board, then, Nvidia will have tough competition, mostly from a resurgent AMD and a rebounding Intel. As the use of GPUs increases in various industries, the company is looking to license its technology in return for a fee. was the low-hanging fruit on Nvidia’s product tree. And as you can see from the above graph, Nvidia’s growth outperformed the global semiconductor market’s revenue growth between 2016 and 2018. Another exclusive excerpt from Automotive IQ's 2019 Semiconductors in the Autonomous Age report. What if there was a way to eliminate the dangers of driving? (World Semiconductor Trade Statistics) expects global semiconductor revenue to fall 12.8% in 2019. Intel along with famous chipmakers – Movidius and ADAS (advanced driver assistance system) leader Mobileye is another threat to NVIDIA… Nvidia is getting serious about a few things. Importantly, Intel is also moving into the consumer niche. The WSTS (World Semiconductor Trade Statistics) expects global semiconductor revenue to fall 12.8% in 2019. Jetson and Clara were added to Tegra as early as fiscal 2019. And it can grow in areas where compute performance is a challenge. However, its next-generation 12nm Turing GPUs (the generation after the 14nm Pascal launched in 2016) faced, With time, the adoption of Turing grew—and so did Nvidia’s market share. Meanwhile, Intel expects its TAM to reach $100 billion by 2030. AMD also launched the industry’s first hardware-virtualized GPU, the FirePro S-Series. But Nvidia won on the ASP (average selling price) front. In fiscal 2019, its Automotive revenue grew 15%.