TSMC and Samsung compete for the automotive market-EEWORLD

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Optimistic about the business opportunities in the Internet of Vehicles, foreign media reported that TSMC's latest plan is to equip it with a 7-nanometer automotive semiconductor solution, and its rival Samsung has also announced that it will focus on an 8-nanometer solution for the Internet of Vehicles. The battlefield between the two sides will extend to the automotive market. Foreign investment analysts believe that since TSMC has defeated Samsung with its leading technology in the past, it may once again seize the automotive market in the future and become the main driving force for further growth.

According to foreign media reports, TSMC and the US electronic design automation company ANSYS jointly launched a solution called "Automotive Reliability Guide 2.0", which mainly combines ANSYS's IP technology and TSMC's 7-nanometer advanced process. Compared with TSMC's current 16FCC-supported automotive chips, the new solution is more capable of responding to the high rigor and safety requirements of the next-generation automotive systems.

TSMC said that the new solution mainly includes thermal reliability analysis such as electromigration, self-heating and chip package heat generation, electrostatic and statistical EM budget (SEB) analysis; it is expected that the automotive-grade 7nm process will be certified in 2020. Currently, chip giants Synaptics and Arm have adopted TSMC's 7nm to launch automotive-grade IP and processors.

Samsung announced the launch of an 8nm solution, but did not reveal many details. It only stated that it is an extension of its 10nm technology and can meet the reliability and stability requirements of automotive semiconductors and also meets commonly used certification specifications.

Foreign investors said that Samsung currently supports 14-nanometer and 28-nanometer processes for automotive chips. If it can enter 8-nanometer, it will be a major improvement. However, TSMC is more advanced in development. In addition to the 7-nanometer process being adopted by automotive customers, which increases the feasibility of the new solution, TSMC's automotive business also has a good foundation at this stage and is expected to attract more automotive chips.

Credit Suisse and Bank of America Securities have calculated that 4% of TSMC's revenue in the third quarter came from automotive customers, and this year's automotive revenue contribution is expected to reach 4%, which translates to nearly NT$42.7 billion in revenue. Credit Suisse is also optimistic that TSMC's automotive business revenue will grow by a compound rate of 7% from 2015 to 2021, making it the fourth largest growth sector after the Internet of Things, mobile phones, and high-performance computing.

Alandi, head of Asian semiconductor industry research at Credit Suisse, said that the development of the Internet of Vehicles lags behind 5G and cloud computing, and its growth has been relatively lagging in recent years. However, as long-term business opportunities emerge and the number of automotive customers increases, it will help strengthen TSMC's 7nm customer structure.

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