Autonomous and electric vehicles

Autonomous and electric vehicles

Electric vehicle penetration is less than 3% today, and self-driving vehicles are only in the testing phase.

Still, the revenue opportunity for semiconductor companies that supply these end markets is already meaningful and growing at above-market rates.

Beyond autonomous driving, semiconductors are used for a range of features in cars, such as cameras, sensors, and internet connections. The rollout of 5G wireless will increase semiconductor demand for automobiles.

STOCK
NVIDIA (NVDA)

NVIDIA produces graphics processing units (GPUs) that are used for gaming and entertainment as well as artificial intelligence.

  • The company maintains dominant market share (over 60%) in GPUs, which are central to the artificial intelligence architecture that enables autonomous driving.
  • While small today, we believe this end market should become material to NVDIA as autonomous vehicle production ramps up over the coming decade.
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Our philosophy is simple: growth potential, but make it durable.