Morgan Stanley: the automotive HPC semiconductor market will increase by three times in the next 5 years, and chip design service manufacturers are expected to benefit.

[Morgan Stanley: the automotive HPC semiconductor market will surge by three times in the next five years, and chip design service manufacturers are expected to benefit.] Science and Technology Innovation Board Daily News on the 30th, Morgan Stanley released a report that in the next five years, the automotive HPC semiconductor market will increase three times. Fabs are estimated to be worth $2 billion in the overall potential market for automotive HPC this year, and will grow to $6 billion by 2027, with a CAGR of 29%. At the same time, due to the growing demand for customized design of automotive HPC chips, the cumulative revenue of design and service factories will increase by as much as $2 billion in the next five years. In addition, no more than 7 per cent (fewer than 6 million cars) will have Level 3 or higher self-driving capabilities in 2022; Morgan Stanley estimates that this proportion will rise to more than 20 per cent (about 20 million vehicles) by 2027.