Beperktedijkbewaking schreef op 9 augustus 2017 13:43:
[...]
Dit is de reply van de auteur op seekingalpha:
I think the Intel Go platform does offer quite a bit of synergy. Perhaps Intel over-paid a bit for it, been I still thinks it was a good move.intel.ly/2wpSJioHij geeft dus toe dat Intel heel veel betaalde voor Mobileye. Maar erg inhoudelijk wordt hij er niet over, hij weet meer van de chips van Intel (en AMD).
De link gaat over het Intel GO-platform. Dat behelst chips en processors voor automated driving en het toekomstige 5G netwerk voor mobiele communicatie:
Today we shift our efforts into high gear with the introduction of Intel® GO™, a new brand for our automotive solutions spanning car, connectivity and cloud. New with the Intel GO brand are multiple development kits that scale in performance from our next-generation Intel® Atom™ processor to Intel® Xeon® processors, as well as the industry’s first 5G-ready development platform for automated driving.
Industry leaders like BMW, Delphi and Baidu have all announced plans to use Intel technology in their autonomous vehicles. In fact, BMW together with Intel and Mobileye announced today that a fleet of approximately 40 autonomous BMW cars – with Intel GO solutions inside – will be on the road by the end of 2017. Now with Intel GO platforms, carmakers and their suppliers will have the tools they need to more easily develop driverless cars that will be ready for future technologies like 5G.Het verband tussen INTC en MBLY lijkt een beetje op de contacten tussen TomTom en Nvidia, met dit verschil dat het in het laatste geval om een niet-exclusieve samenwerking gaat, terwijl MBLY gewoon opgekocht is door INTC.
In feite harken ze deze week de laatste aandeeltjes binnen. Over twee weken wordt MBLY uit de notering gehaald:
newsroom.intel.com/news-releases/inte...Interessant is wat ze er daar verder nog over zeggen:
The combination of Intel and Mobileye will allow Mobileye’s leading computer vision expertise (the “eyes”) to complement Intel’s high-performance computing and connectivity expertise (the “brains”) to create automated driving solutions from cloud to car. Intel estimates the vehicle systems, data and services market opportunity to be up to $70 billion by 2030.
Intel’s Automated Driving Group (ADG) will combine its operations with Mobileye, an Intel Company. The combined Mobileye organization will lead Intel’s autonomous driving efforts, and will have the full support of Intel resources and technology to define and deliver cloud-to-car solutions for the automotive market segment. Mobileye will remain headquartered in Israel and led by Prof. Amnon Shashua who will serve as Intel senior vice president...
“Leading in autonomous driving technology requires a combination of innovative proprietary software products and versatile open-system hardware platforms that enable customers and partners to customize solutions,” said Prof. Amnon Shashua. “For the first time, the auto industry has a single partner with deep expertise and a cultural legacy in both areas. Mobileye is very excited to begin this new chapter.”
Mobileye will support and build on both companies’ existing technology and customer relationships with automakers, tier-1 suppliers and semiconductor partners to develop advanced driving assist, highly autonomous and fully autonomous driving programs.
Ze zijn nogal wat van plan...