onsemi Expands Into Physical AI on Automotive Technology Base
AI TIMES ·
✦ AI Summary
According to AI TIMES, onsemi said on September 30 that it was moving in earnest to expand into the physical AI market, building on the powe…
According to AI TIMES, onsemi said on September 30 that it was moving in earnest to expand into the physical AI market, building on the power and sensing technologies it developed in its automotive business. The company said it is widening its 1400V SiC roadmap for next-generation battery architectures and aiming for growth opportunities in intelligent machines beyond automobiles with a platform that delivers up to four times the power density of existing inverter designs. In the article, the company presents the capabilities it has validated in electrification, autonomous driving, and software-defined vehicles as a common foundation for new markets. In particular, it places weight on a plan to bundle power conversion, sensing, control, and connectivity into a single platform and extend its applications not only to vehicles but also to industrial systems and robots. It also said that sensors, power efficiency, and drive control all need to improve together for autonomous systems to perceive and judge the real world. Ultimately, it is read as an intention to create a growth model in which semiconductor demand that first expanded in automobiles spreads to other intelligent machines, allowing the same technology assets to be applied repeatedly across multiple markets.
Perspective
The key issue here is not so much one company’s new business announcement as the way a technology stack built in automobiles moves into other industries. If the trend shifts from selling power, sensing, and control separately to offering them as a single platform, the basis of competition is likely to move from individual component performance to integration capability and speed of deployment. As physical AI becomes a real revenue market, companies with supply chain and design experience validated in automotive applications may gain an advantage, making this a signal that the boundaries of the industry are becoming even blurrier.
This perspective is BizCrush's own commentary and is not part of the reporting by AI TIMES.
This article was produced with the help of an automated content generation algorithm.
Source: AI TIMES
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