Leading Brands' Decision to Develop Chips In-House and Its Industry Impact (pre-order)
The global chip shortage, due to supply problems and a surge in demand for IT products during the COVID-19 outbreak, has motivated leading brands such as Apple, Tesla, Amazon, and Alibaba to bring chip development in house to secure supply chains with a stable chip supply. Based on different requirements for end user products and cloud products, this report divides these leading brands into two groups and analyzes motivations that lead them to develop own chips; examines their future development trends and product strategies while analyzing the possible impact on the notebook PC, automobile, and server industry.
1. LEADING BRANDS' MOTIVATIONS TO DEVELOP CHIPS IN-HOUSE
1.1 End User Products
1.1.1 To Increase Product Differentiation
1.1.2 To Build a Complete Product Ecosystem
1.1.3 To Keep Chip Delivery under Control
1.1.4 To Support Design Architecture
1.1.5 A Huge Gap between Innovative Chip Supply and Demand
1.2 Cloud Products
1.2.1 To Enhance Cloud Services
1.2.2 To Reduce Operating Costs and Energy Consumption while Achieving Net Zero Emissions
1.2.3 To Increase Supply and Reduce Supply Shortage Risks
1.2.4 To Reduce Chip Modification Time and Costs
2. LEADING BRANDS' IN-HOUSE CHIP DEVELOPMENT
2.1 End User Products
2.1.1 Notebook PC Processors: Leading Brands Normally Accumulate Design Experience from Smartphones before Developing Notebook PC Processors In House8
Automotive Chips: In-house Chip Development Varies Across Automakers and Whoever Standing Out with Self-driving Car Chips Will be the Winner8
2.2 Cloud Products
2.2.1 Cloud Service Providers Develop CPUs and AI Accelerator Chips to Meet Increasingly Complicated Computing Demand
2.2.2 Expand from Data Centers and Servers to Smart Speakers and Other End Products
2.2.3 US and Chinese Brands Develop Own Chips for Different Purposes and Scope of Use
3. FOLLOW-UP OBSERVATIONS
3.1 Possible Impact on the Notebook PC Industry
3.2 Possible Impact on the Automotive Industry
3.3 Possible Impact on the Server Industry
4. MIC PERSPECTIVE
APPENDIX
List of Companies
1.1 End User Products
1.1.1 To Increase Product Differentiation
1.1.2 To Build a Complete Product Ecosystem
1.1.3 To Keep Chip Delivery under Control
1.1.4 To Support Design Architecture
1.1.5 A Huge Gap between Innovative Chip Supply and Demand
1.2 Cloud Products
1.2.1 To Enhance Cloud Services
1.2.2 To Reduce Operating Costs and Energy Consumption while Achieving Net Zero Emissions
1.2.3 To Increase Supply and Reduce Supply Shortage Risks
1.2.4 To Reduce Chip Modification Time and Costs
2. LEADING BRANDS' IN-HOUSE CHIP DEVELOPMENT
2.1 End User Products
2.1.1 Notebook PC Processors: Leading Brands Normally Accumulate Design Experience from Smartphones before Developing Notebook PC Processors In House8
Automotive Chips: In-house Chip Development Varies Across Automakers and Whoever Standing Out with Self-driving Car Chips Will be the Winner8
2.2 Cloud Products
2.2.1 Cloud Service Providers Develop CPUs and AI Accelerator Chips to Meet Increasingly Complicated Computing Demand
2.2.2 Expand from Data Centers and Servers to Smart Speakers and Other End Products
2.2.3 US and Chinese Brands Develop Own Chips for Different Purposes and Scope of Use
3. FOLLOW-UP OBSERVATIONS
3.1 Possible Impact on the Notebook PC Industry
3.2 Possible Impact on the Automotive Industry
3.3 Possible Impact on the Server Industry
4. MIC PERSPECTIVE
APPENDIX
List of Companies
LIST OF TABLES
Table 1. Leading Brands' In-house Chips for End User Products
Table 1. Leading Brands' In-house Chips for Cloud Products
Table 1. Leading Brands' In-house Chips for End User Products
Table 1. Leading Brands' In-house Chips for Cloud Products
