CES 2024: Intel's AI cars will create 'workspace on wheels'

Yahoo finance is out in Las Vegas for CES 2024 catching up with some of the biggest names in Tech and talking what's next for AI Akiko fua spoke with Jack whest Intel autov VP and GM about the company's Automotive chip efforts and the future of aips in the car take a listen this new lineup of products brings the best of the aipc and all the reliability of the data center into into the vehicle so automakers can evolve their architecture away from fixed function to softwar defined and dynamic architectures going forward so how does what Intel is announcing change the way these EVS are structured so what it means for an automaker is before you'd kind of design a car around an engine now you can start with a battery and a computer and build the rest from there and so it really freeze up their opportunity to do some really unique things one of the other things that we announced this week is that that we're also going to be the first supplier to deliver a chiplet based product for the automotive industry and allow our customers to integrate their own custom chiplet inside of our products what does that mean so what that means to an automaker is if you've got some special let's say AI algorithms inside your company or um you really want to do something truly custom and differentiating that only that automaker's brand will have uh in the past you'd have to build a fully custom chip which is incredibly expensive with a chiplet based approach the automaker can develop just a small chiplet and we will integrate that into our product and then deliver it back to them so it's kind of a hybrid custom approach where they get the benefits of a fully customed differentiated piece of silicon but at a fraction of the cost fraction of a cost what are we talking about in terms of where it is right now versus where the cost can be about a tenth as expensive as building a fully custom one10 one10 what about from a user perspective how does the experience change for the driver so what it means for consumers is they're going to be able to enjoy a bunch of new kinds of experiences in the vehicle that they've not enjoyed before so we announced this week with Zer a leading Chinese electric vehicle maker their new living room experience uh powered by Intel's new software defined Vehicle Products and so what that brings is AI capabilities so you can have a conversation with a generative AI Voice Assistant it means you can play highend p games productivity applications video conferencing you know it's really a a mobile living room or workspace on Wheels we have been seeing this transition um in cars from just sort of cars as we see it to you know machines on Wheels right what that ultimately mean for Intel the opportunity you see given just how electrified and digital more and more of the car experiences yeah I think you said it every with every becoming more digital the opportunity for companies like us who provide products that process all those digits uh becomes even bigger uh we estimate that currently uh silicon as a percentage of a vehicle's bill of materials is only about 4% of the total cost by the end of the decade that will be 20% of the vehicles's bill of materials will be spent on Silicon one of the other things you've announced is um this ability to to manage power more efficiently I would tell you as an EV driver myself that perked up my years right yeah how does it work yeah so we announced uh a definitive agreement to acquire silicon Mobility which is a company with an Innovative power energy delivery uh system that could deliver significant enhancements in the efficiency of power delivery so imagine uh a battery that's 30% smaller or range that's 30% longer uh that's what we'll be able to do with that technology but more if we combine that with the rich contextual information that's inside the car such as who's driving what's the weather outside where you're going we can now make energy management much more intelligent uh where it is not today by combining all of that information together to give you more accurate range uh or to make sure you get to your destination because we can turn off other things that aren't being used to conserve energy so it's really about bringing intelligent Energy Management to the car and taking a whole vehicle platform approach in terms of how we manage that that energy source so given everything that you have described the further integration of of chips software in these cars when you think about Intel's business overall I mean so much of it is driven by devices PCS Autos itself how bigger how big of a revenue driver can it be how much bigger is that pie going to get for Intel yeah we think it could be huge you know so when we looked at a different industry that went through a similar trans transition think about about smartphones you know where we went from feature phones which were fixed function lagging node to Smart function smartphones which were really software defined and leading node uh and so in 2010 about 20% of the market was smartphones by 2020 80% of the market is smartphones we estimate today about only 20% of the software of the vehicle Market is software defined or electric and in 10 years 80% will be so we're about to see the same explosion of growth opportunity for Intel in this space and that's why we're positioning ourselves to be able to help the industry in this transformation so here we're showing what would be a vehicle you've got a digital instrument display cluster youve got an e- mirror uh the front passenger might be enjoying a game you've got a navigation app and then up here we're showing four additional displays you might imagine in the rear seat of the car where perhaps one of the kids is watching a movie uh and another one is playing a game up there in the upper right we also have a conversational AI assistant so bringing AI into the car and letting people talk and have a conversation uh with their voice agent so all of this is running on a single product is this how many screens we're going to see in cars in the future we have requests from automakers for 12 14 in a car everything is becoming a display you know and eventually you'll think about your windows as transparent displays think about a kid playing a game in the back seat where they're looking out the window touching the screen with a transparent display so amazing things are coming in cars because this technology and when are we going to start to see this integration in cars that are on the market this product here will be start will commercially Shi this year in the end of 2024 so in the next couple years you're going to start seeing vehicles in the market that have these capabilities and what does the Future car look like or what is the experience inside the Future car I wish I knew but I think what it's going to be I think it's going to be more personal I think it's going to be more predictive and understanding our needs needs and wants and it's going to be a lot more intelligent whether it's a more accurate range estimation uh or it's giving you better rerouting advice on your trip um it's going to be a lot more enjoyable experience that was our owna Kiko Vegeta and Intel's Jack whis

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Length: 7min 17sec (437 seconds)

Published: Mon Jan 15 2024