Switched On How Smart Chips Are Rewiring the Car Market
Nov 28, 2025
In this enlightening discussion, Andrew Grant, Head of Intelligent Mobility at BloombergNEF, dives into the transformative role of smart chips in the automotive sector. He explores the surging demand for high-performance vehicle chips and how they're redefining cost and value for cars. Grant highlights a shift from traditional supply chains to closer partnerships between automakers and chipmakers. The conversation also delves into the future of vehicle monetization, as cars evolve into AI-driven supercomputers enhancing connectivity and safety.
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Chips Are Becoming Vehicle Supercomputers
- Automotive chips are moving from simple controllers to high-performance computers driving complex features.
- This shift raises the cost and changes the vehicle bill of materials significantly.
Supply Chains Are Becoming Networks
- The semiconductor-to-automaker relationship is shifting from an orderly supply chain to a collaborative network.
- Chipmakers must work closely with carmakers and robotaxi developers to deliver end-to-end capabilities.
Chipmakers Are Moving Downstream
- Chipmakers now build prototype systems and increasingly bundle software with hardware to prove capability.
- This pushes some chip firms into roles that previously sat with automakers or middleware suppliers.