美光30年驱动汽车行业转型之旅

当我们庆祝美光的时候 汽车工业30周年纪念, we 识别 and appreciate that our journey would not have been possible without 的 close partnerships, 合作和关系是我们集体成功的基础. 作为我们庆祝的一部分, we would like to extend a heartfelt “thank you” 从 all of us to all 的 participants in this journey and give a warm welcome to those who are recent acquaintances.

内存和存储正在推动汽车行业的转型

Who could have known 30 plus years ago that qualifying a 16-Kbit EEPROM for a powertrain would mark 的 beginning of 的 biggest transformation of 的 汽车 industry since 的 first Model T rolled off 的 assembly line? 100多年后，智能已成为汽车工业的新动力. The amount of data generated and software complexity in cars has grown exponentially; today’s high-end luxury vehicle contains approximately 100 million lines of code. And this is expected to grow to more than 300 million lines as 的 industry pushes toward fully autonomous vehicles.1

联网汽车每小时产生高达25GB的数据.² 这取决于车辆的结构, advanced driver-assistance system (ADAS) and autonomous vehicle (AV) sensors can generate between 4TB and 20TB each day.³ 这些数据必须实时处理，以便以计算机为中心, 人工智能(AI)驱动的系统可以即时做出反应, 使现代车辆成为终极智能边缘设备. The amount of memory and storage required to fuel 的se data-intensive systems will grow to an estimated $5 billion in 2023,⁴ 使其成为半导体市场中增长最快的部分之一.

期待, fully autonomous (Level 5) vehicles are projected to support an aggregate memory bandwidth that will exceed 1 terabit per second (Tbps).⁵ 总内存, storage and system bandwidth are astounding — and a stark contrast to a time when a 16-Kbit EEPROM was considered a high-density device.

自动驾驶汽车最早的梦想

几乎是在第一辆T型车下线的时候, 世界开始梦想一种可以自动驾驶的汽车. 而个人拥有的汽车被证明是革命性的, 在大规模生产汽车引入后的前100年左右, 名义上的进展实际上是在 实现自动驾驶汽车的愿景. 最早有记录的自动驾驶汽车设计案例之一是在20世纪20年代.⁶ 然而, 这只是过去10年的事, 随着多种技术进步和传感器效能的融合, 计算处理, 人工智能算法, 内存带宽和无线通信, 自动驾驶汽车的早期愿景已经接近现实.

再次感谢所有与美光共同走过这段旅程的人, 我们期待着下一个30年，不管未来会发生什么.

如今，大规模生产的自动驾驶汽车真的“指日可待”.实现这一愿景, 然而, requires processing massive amounts of data 从 的 wide range of sensors that are used to detect, 识别, 跟踪和预测道路上物体的动作. 一辆完全自动驾驶的汽车可能需要每秒总计5gb的传感器数据. Fully autonomous driving requires extremely high real-time AI compute 表演 well in excess of 300 tera (trillion) operations per second (ToPS).²

一场更安静的车内体验革命

虽然自动驾驶(AD)理所当然地占据了所有的风头, it’s important to 识别 that ADAS and 的 enriched cabin are driving 的 majority of growth in semiconductor content today — well ahead of fully autonomous vehicles. 车辆内部/驾驶舱和“车载的经验” (IVE) have become major factors in 的 consumer’s purchasing decision and an OEM’s brand identity.

消费者期望增加连接性, 指尖上的信息和无缝的智能手机般的用户体验, 本地车载支持所有他们喜欢的智能手机应用程序. These apps should be supported on an increasingly larger number and size of high-resolution displays that provide an immersive experience. The innovation in IVE grows unabated as OEMs 识别 that 的 future of self-driving cars will increasingly value a cabin rich with information and passenger experiences as 的 focus shifts 从 的 actual driving experience to an experience based upon individual taste, 娱乐和生产力.

软件代码、用户角色和5G

随着行业在提供移动即服务(MaaS)方面获得立足点，, it is expected that 的 consumer’s choice of a transportation service provider will be influenced as much by vehicle aes的tics as continuity in 的 车载的经验. 这 again reflects a significant shift for an industry that has historically been based on a “bending metal” mindset to one where “dicing silicon” now establishes brand and identity.

随着汽车的软件足迹扩展到超过3亿行代码, 以保持最新的更新和增强, 支持无线(OTA)更新将是必不可少的. It will also be key to support capabilities such as software as a service (SaaS) where autonomous driving and o的r features can be enabled via monthly subscription fees and software downloads. 对于马斯河, user personas will be stored in 的 cloud and retrieved whenever 司机 enter 的ir own vehicles or those of 的 same brand that 的y may be renting. 要实现这些功能, 高性能5G连接和系统级安全性将是至关重要的——甚至是不可协商的.

确保汽车行业更安全的未来

Ensuring that 的 hardware and software are both secure and reliable has prompted a keen focus on both 安全 and functional safety. 这个复杂的, high-表演 software compute platform on wheels requires 的 utmost in reliability and is going through a complete overhaul of 的 underlying vehicle architecture. We’re currently watching 的 evolution 从 distributed to centralized/zonal-based architectures that will combine infotainment, ADAS和其他系统集成到一个体系结构中.

达到必要条件 功能安全(FuSa)水平 demands a greater focus on 的 impact and role of memory in 的se increasingly complex embedded software platforms. Adoption of ISO 26262-evaluated solutions for both traditional systems on chips (SoCs) and memories will prove to be essential in meeting 的se FuSa levels. 这, 当然, 是否都建立在一种渴望实现并交付零缺陷质量水平的心态上.

为未来多年的领导做计划

30年来, 美光很荣幸能在汽车行业的转型中占据领先地位. 以39%的全球市场份额成为汽车行业最大的内存供应商⁷ 这是通过持续的关注、投资和合作实现的. 通过这种紧密的合作, we have established a view of how semiconductors will fuel 的 data-driven car today and for 的 next 30 years. 高效的设计周期有助于美光以高质量执行新技术, 成本低，规模化时间短.

在微米存储器上行驶了数万亿英里, we are at 的 forefront of 的 auto industry that is poised to be measured not by 的 horsepower or acceleration but by 的 compute 表演 and 车载的经验.

是否关注安全, 安全, 表演, 质量, 长寿, 创新或客户支持, 我们致力于在未来30年继续成为汽车存储器的领导者, 提供行业领先的创新沙巴体育结算平台组合, auto-qualified DRAM -, 基于NAND和nor的解决方案满足当前和未来的需求.

再次感谢所有与美光共同走过这段旅程的人, 我们期待着下一个30年，不管未来会发生什么.