Developments in the Connected Car Sector: Involvement of Ansys, ECARX, Volvo, Samsung, Subaru, Tesla, and Schaeffler.
In a significant development, Samsung has been appointed as the manufacturing partner for Tesla's next-generation AI chips, specifically the custom-designed "AI6" chips. These advanced chips are crucial for Tesla's autonomous driving, robotics, and AI data centers.
The collaboration, worth a substantial $16.5 billion, will see Samsung producing these AI chips at its new state-of-the-art facility in Taylor, Texas. This partnership secures production through 2033.
Samsung's role is multifaceted. As a manufacturing leader, Samsung will likely leverage its breakthrough 2-nanometer semiconductor technology, offering significant improvements in processing power and energy efficiency over previous generations. This technology will support Tesla's innovative projects, including its advanced driver-assistance systems, self-driving capabilities, and robotics projects like Optimus.
Moreover, the strategic localization of the Texas fabrication plant aligns with U.S. government technology and national security policies, increasing supply chain resilience for Tesla. Tesla is also actively involved in assisting Samsung to maximize manufacturing efficiency, with Elon Musk personally overseeing progress to accelerate chip availability.
This partnership marks a strategic pivot for both companies. For Tesla, it secures cutting-edge chip supply essential to its AI-driven future. For Samsung, the deal revitalizes its U.S. foundry business by anchoring a major customer and validating the Texas fab investment.
Meanwhile, Ansys has released its 2025 R2 update, incorporating AI-driven tools and cloud-enabled simulation features. Enhancements include improved solver performance, expanded Python compatibility, and stronger cloud-based computing. The update also promises faster, more intuitive simulations with new AI+ features.
In another development, Subaru has partnered with Hewlett Packard Enterprise (HPE) to use HPE Cray XD670 servers for the development of its next-generation EyeSight driver assistance system. These servers, designed for AI workloads, feature direct liquid cooling and NVIDIA H200 GPUs. Subaru aims to eliminate fatal traffic accidents by 2030 and enhance its AI-powered safety capabilities through this partnership.
Schaeffler has introduced an advanced Hands Free Access Sensor, enabling vehicle doors to open with a simple foot gesture. Powered by 24 GHz Doppler radar technology, the sensor is designed for high reliability and precise movement detection, even under extreme weather conditions. The sensor has been in volume production since late 2024, primarily for major European automakers.
ECARX is developing a new electric vehicle, the EX30 Cross Country, for Volvo. The Hands Free Access Sensor, showcased as part of Schaeffler's Control Motion family at IAA Mobility 2025 in Munich, is expected to find expansion opportunities in North America and China.
In summary, these developments highlight the ongoing advancements in AI technology and its integration into various industries, from automotive to semiconductors. Samsung's partnership with Tesla, Ansys's 2025 R2 update, Subaru's partnership with HPE, and Schaeffler's Hands Free Access Sensor all underscore the commitment to innovation and safety in these sectors.
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