SoftwarizationforSemiconductorsThesoftwarerevolutionattheheartofthechipindustrySoftwarizationforSemiconductorsAttheheartofourera’sdigitaltransformation–poweringeverythingfromsatellitesintheskytoconsumerdevicesinourhands–itallcomesdowntotiny,intricatesemiconductorchips.Today,thechipindustryisundergoingaquietevolutionthatwillprofoundlyaffectthedigitalworld.Softwarizationiscomingtochipmanufacturers.Whatcanchipcompanies–andtherestoftheindustries–expect?InthisPointofView,we’llexploretheopportunitiesFormidableobstaclesstandintheway.Manyfacingchipcompaniesatthisturningpointandsomesemiconductorcompaniessharethegoalofbecomingofthechallengesalongtheway.We’llanswerthemore‘software-centric’butlackaclearrouteforwardquestions:toacceleratethetransformation.Somehavetakentheirfirststepsintherightdirectionbutrealizedthat•Whatisdrivingthissoftwarizationshift?softwarizationisevenmorecomplexthanexpected.•WhatopportunitiesdoesthiscreateforLet’sshedsomelightontheroadahead.Semiconductorcompanies?•Wherecanthesecompaniesexpecttofindvalue?•Whatisholdingcompaniesback?2SoftwarisationforSemiconductorsThemarchofsoftwareIntheearly2010s,anewideawasbornintheautomotiveindustry.Anup-and-comingengineerneededsoftwaretocompletehisvisionbutcouldn’tfinditonthemarket.Hedecidedthathiscompanywouldbuildit.Tesla’slongtimechiefinformationo...
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