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Samsung wins TSMC's Mobileye foundry order

Update time : 2023-04-06 17:30:11

Intel's autonomous driving technology subsidiary Mobileye plans to hand over some of its advanced driver assistance (ADAS) chips to Samsung, breaking Mobileye's previous tradition of relying heavily on TSMC foundry. The report quoted industry sources as saying that Mobileye will hand over some products under its EyeQ 5 model to Samsung. EyeQ 5 is a vehicle-grade system-on-chip (SoC) based on the 7nm to 28nm process.

The industry pointed out that the scale of Mobileye's operations is expanding day by day, and it is an inevitable trend to find more foundry partners. In recent years, Samsung has a relative advantage in the automotive field, especially customers such as South Korea's KIA and Hyundai can train troops, which may also be the reason Mobileye found Samsung foundry chips. According to data, Intel spent $15.30 billion to acquire Mobileye in 2017, fully entered key chips for autonomous driving, and emerged in the industry, winning orders from auto giants such as BMW, Nissan, and Volkswagen.
Mobileye was listed on the Nasdaq in October 2022. It has also been reported that Intel intends to raise a lot of funds for Mobileye, and even plans to build its own wafer factory. Mobileye previously mainly handed over the relevant chips to TSMC foundry, because the chip production threshold for automobiles is very high, and it must pass the strict test of extreme environments of minus 40 degrees Celsius and positive 100 degrees Celsius, as well as obtaining ISO26262 standard certification, AEC-Q001~004 and IATF16949 standard certification, AEC-Q100/Q104 standard certification.
At present, Mobileye is developing new radar and lidar sensing technologies and building two autonomous driving systems. One relies on cameras and runs on the EyeQ 5 chip developed by Mobileye; the other combines components such as radar, lidar, baseband chips, GPS, etc. In the past, the EyeQ series chips developed by Mobileye mainly relied on TSMC foundries, such as the latest EyeQ 6 produced by TSMC's 7nm process. However, Samsung is also vigorously promoting the automotive chip business as a future growth engine, providing 5nm, 8nm and 14nm processes, and developing 4nm processes to produce advanced automotive chips.

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