While AI copilots — which work alongside humans to speed up their workflows — currently comprise 90% of company activity, the tech will serve as a stepping stone to more autonomous solutions in the coming years. Eventually, AI agents could manage entire industrial processes, shifting human roles from operational tasks to strategic oversight.

Want to see more research? Join a demo of the CB Insights platform.

If you’re already a customer, log in here.

The post The industrial AI agents & copilots market map appeared first on CB Insights Research.

By 2029, SDVs could account for as much as 90% of auto production, up from just 3% in 2021, per Morgan Stanley. However, the transition comes with steep challenges, such as the technical complexity involved and the need for strong cybersecurity measures to protect connected vehicles.

Want to see more research? Join a demo of the CB Insights platform.

If you’re already a customer, log in here.

The post Software-defined vehicles are changing how cars are made — automakers will need to become tech companies to keep up with the competition appeared first on CB Insights Research.

This spending is creating opportunities for growth across the AI data center value chain.

Want to see more research? Join a demo of the CB Insights platform.

If you’re already a customer, log in here.

The post The AI data center value chain: 12 high-momentum technologies powering the future of AI appeared first on CB Insights Research.

However, semiconductor manufacturing is immensely complex, extending across a vast value chain from the production of ultra-high-purity raw materials to chip design, assembly, and testing.

This complexity, coupled with geopolitical tensions, has made semiconductor manufacturing a focal point for national security and economic policy. Governments and industry leaders are racing to build more resilient supply chains to support critical technologies like high-performance computing and defense systems.

Want to see more research? Join a demo of the CB Insights platform.

If you’re already a customer, log in here.

The post The semiconductor manufacturing market map appeared first on CB Insights Research.

Nvidia has used its experience developing graphics processing units (GPUs) — which were originally developed for applications like gaming but turned out to be rather good at AI tasks — to become a dominant force in AI infrastructure and applications. 

But a host of established companies and startups are investing heavily to capture a share of the growing AI computing market. This includes building new types of chips specifically for training and running AI models, evolving traditional processors like CPUs and GPUs to better support AI workloads, and exploring novel information processing technologies such as quantum and neuromorphic computing. 

Want to see more research? Join a demo of the CB Insights platform.

If you’re already a customer, log in here.

The post The AI computing hardware market map appeared first on CB Insights Research.

Humans will still play a crucial role — but instead of assembling parts or operating machinery, they will maintain robots and keep them running.

In these future factories, robots coordinate in unison, completing work automatically — without breaks, every hour of the day — to get products out the door. 

Want to see more research? Join a demo of the CB Insights platform.

If you’re already a customer, log in here.

The post Future of the factory: The emerging technologies defining next-generation manufacturing appeared first on CB Insights Research.

While Nvidia initially developed its graphics processing units (GPUs) for gaming, these chips turned out to be ideal for powering AI tasks. Now, the company is focusing its efforts on providing the computing hardware — notably its A100 and H100 GPUs — and the software infrastructure required for developing generative AI applications.

Amid the generative AI rush, Nvidia has grown rapidly. In fact, it recently surpassed Microsoft and Apple to become the world’s most valuable company. To bolster its leadership position and keep ahead of AI computing competitors like AMD and Intel, Nvidia has forged relationships with companies across the AI landscape.

Want to see more research? Join a demo of the CB Insights platform.

If you’re already a customer, log in here.

The post Analyzing Nvidia’s growth strategy: How the chipmaker plans to usher in the next wave of AI appeared first on CB Insights Research.

The industry is built around encoding information in quantum entities called “qubits” — which have a probability of being either 1 or 0, as opposed to traditional bits that can only be one or the other — to open up new computational approaches and ways of handling data that are not possible on conventional devices.

For example, quantum computing could allow entirely new algorithms that are much more efficient at some key tasks — like complex optimization problems, sorting through large datasets, and running simulations. Though the tech is not yet mature, companies are already working to apply quantum computing to commercial applications like drug discovery, finance, materials discovery, and logistics. Investors are excited — startups in the space saw equity funding surge to $1.3B in 2023, a rare bright spot for venture last year. As quantum computers become more capable in the coming years, expect commercial interest to rise quickly.

Want to see more research? Join a demo of the CB Insights platform.

If you’re already a customer, log in here.

The post The quantum information market map: The companies working on quantum computing, post-quantum cryptography, and more appeared first on CB Insights Research.

Funding to the space set a new record in 2023 — bucking the broader decrease in venture funding for the second year in a row.  

While still a nascent technology, startups are pursuing a broad range of potential use cases for quantum computing (which process information in a fundamentally different way to typical computers) across numerous industries — from training AI models more efficiently to simulating otherwise hard-to-model chemical reactions to quickly solving complex logistics problems, among many others.

Want to see more research? Join a demo of the CB Insights platform.

If you’re already a customer, log in here.

The post Quantum computing is a venture bright spot — we break down its recent funding surge in 5 charts appeared first on CB Insights Research.

The company maintains a robust internal combustion portfolio, but it has aggressively invested across the entire vehicle electrification ecosystem. Despite scaling back its EV production goals to account for fluctuating consumer demand, GM remains committed to electric vehicles and plans to have the capacity to produce 1M EVs by 2025.

Meanwhile, GM has also pulled back from fully autonomous driving by reducing spending on Cruise — its autonomous vehicle (AV) subsidiary — and moved investments away from AV companies. However, the company has retained its focus on its advanced driver assistance system (ADAS), Super Cruise.

Want to see more research? Join a demo of the CB Insights platform.

If you’re already a customer, log in here.

The post Analyzing GM’s growth strategy: How the automaker is reimagining its approach to vehicle electrification and automation appeared first on CB Insights Research.

Threats to company hardware — e.g., servers, chips, and hard drives — abound.

For example, some attackers are creating counterfeit hardware that companies are incorporating into their IT infrastructures. These devices often contain backdoors that can be exploited to access company systems. Attackers are also finding ways to modify existing devices to gain unauthorized access. Meanwhile, elements like outdated password practices and firmware-level exploits are introducing additional vulnerabilities.

These hardware attacks can be incredibly damaging.

Compromised hardware can undermine all other cybersecurity defenses in place, granting cybercriminals direct access to sensitive information. Hardware attacks can also allow attackers to gain direct control of a device and even those connected to it in some cases, putting entire systems at risk of infiltration and disruption.

Meanwhile, the risks facing company hardware are intensifying with the development of new technologies. For example, quantum computers could eventually become capable of cracking some types of encryption in a fraction of the time it would take a conventional computer — complicating everyday challenges like user verification, access control, handling data, and more.

As a result, companies are turning to hardware security solutions to protect their physical devices and prevent unauthorized access to enterprise systems.

In the market map below, we identify 144 hardware security vendors operating across 15 categories.

Want to see more research? Join a demo of the CB Insights platform.

If you’re already a customer, log in here.

Note: This map includes public companies, private startups, and exited companies that continue to operate independently. It is not intended to be exhaustive of the space and categories are not mutually exclusive.

Key takeaways

1. Hardware security markets are in varying stages of development. For example, post-quantum cryptography saw an influx of early-stage investment activity last year, while the hardware security modules market is dominated by more legacy firms.
2. More industries — from manufacturing to automotive — are embracing connected products, bringing internet of things (IoT) security front and center. Among highlighted markets, IoT security has seen the most equity deals over the past year (15 deals).
3. Access control is becoming more central to hardware security. Companies are increasingly moving IP assets and computing operations to the cloud, which is creating a new set of security challenges. Consequently, several different markets are now focused on managing user credentials and permissions for cloud applications to uphold hardware security — e.g., enterprise key management, passwordless authentication tools, and biometric identity.

Market descriptions

Enterprise key management

Want to see more research? Join a demo of the CB Insights platform.

If you’re already a customer, log in here.

The post The hardware security market map appeared first on CB Insights Research.

At the heart of its growth strategy is the integration of AI. In 2017, the company founded the Bosch Center for Artificial Intelligence — a global team dedicated to advanced AI research — while investing over $100M+ into a new AI campus. The company’s 2025 goal is to incorporate AI in all of its products or develop them using AI.

Want to see more research? Join a demo of the CB Insights platform.

If you’re already a customer, log in here.

The post Analyzing Bosch’s industrial strategy: How the global supplier is leveraging AI to disrupt manufacturing and job sites appeared first on CB Insights Research.

Healthcare isn’t an entirely new sector for Nvidia. It invested in healthcare-focused computer vision startup Zebra Medical Vision, for instance, back in 2017.

In the past few years, however, its investments and partnerships have coalesced into a clear strategy, as the chipmaker builds on its work in advanced computing to lay the foundation for next-gen AI applications in health IT. For instance, it has redoubled efforts in areas like edge computing, which makes it easier to deploy AI in care settings where broadband internet connectivity is limited or nonexistent.

Want to see more research? Join a demo of the CB Insights platform.

If you’re already a customer, log in here.

The post Is Nvidia the next big health IT vendor? How the chipmaker is building a healthcare AI ecosystem appeared first on CB Insights Research.

There are multiple reasons behind the swelling tide. For one, chips are an integral — and growing — component of devices across sectors, from consumer products to automotive to industrial IoT.

Geopolitics also play a major role. Many countries want to ensure self-sufficiency in an industry they see as being foundational to economic growth and national security.

Want to see more research? Join a demo of the CB Insights platform.

If you’re already a customer, log in here.

The post Semiconductors in 5 charts: Unpacking the 68% funding surge appeared first on CB Insights Research.

The UK-based company — a licensor of chip designs to industry leaders like Apple, Google, NVIDIA, and Samsung — dominates smartphone chip architecture with a 99% market share.

However, recent years have been marked by uncertainty for the company, with a $40B acquisition by NVIDIA collapsing in early 2022. The deal faced opposition from customers like Qualcomm and Microsoft, as well as intense regulatory scrutiny.

Want to see more research? Join a demo of the CB Insights platform.

If you’re already a customer, log in here.

The post Analyzing Arm’s growth strategy: How the mobile semiconductor leader is zeroing in on AI, auto, and more appeared first on CB Insights Research.

But fortunes began to improve dramatically in 2014 with the arrival of CEO Lisa Su, who has helped channel the company’s efforts toward high-growth areas like AI. Its stock price has since climbed 25x.

Want to see more research? Join a demo of the CB Insights platform.

If you’re already a customer, log in here.

The post Analyzing AMD’s growth strategy: How the fabless semiconductor giant is accelerating AI & cloud computing appeared first on CB Insights Research.

After bringing on a new CEO in 2020 and reprioritizing its investment strategy, the company has aggressively pursued plans to build an ecosystem for automated, connected, and electric vehicles. It has maintained a dual focus on passenger and commercial markets.

At the same time, the company has experienced considerable growth. Its stock price has more than doubled over the past 3 years — and it has also watched its market cap pass that of one of its largest domestic competitors, General Motors. 

Want to see more research? Join a demo of the CB Insights platform.

If you’re already a customer, log in here.

The post Analyzing Ford’s growth strategy: How the automaker is paving the way to an automated, connected, and electrified future appeared first on CB Insights Research.

Reflecting this trend, companies in the cloud GPU market are gaining traction as enterprises look to leverage high-performance GPUs without the need for making big investments in on-premises infrastructure. 

For example, cloud GPU startup CoreWeave recently became a vendor for Microsoft to provide additional capacity for running AI applications on its Azure cloud computing platform (which includes ChatGPT-maker OpenAI as a customer).

Want to see more research? Join a demo of the CB Insights platform.

If you’re already a customer, log in here.

The post Generative AI is driving interest in cloud GPU providers — here’s how the top players compare appeared first on CB Insights Research.

Although the loss was in part driven by an expensive, ongoing strategic transition, Intel highlighted a number of factors — such as decreasing PC demand and declining data center markets — that negatively impacted results and reflect headwinds in the semiconductor industry broadly.

Startups have been affected by the current downturn, with revenues and venture funding experiencing recent declines. However, there are several areas proving to be resilient to this change, including chips for AI, automotive, and quantum computing.

Want to see more research? Join a demo of the CB Insights platform.

If you’re already a customer, log in here.

The post What does Intel’s largest quarterly loss signal for semiconductor startups? appeared first on CB Insights Research.

For example, the growing popularity of EVs has also increased demand for high-performing semiconductors like silicon carbide (SiC) and gallium nitride (GaN), which can handle high-power applications more efficiently than traditional silicon chips — useful for increasing the driving range of EVs. Bosch, one of the leading automotive parts suppliers globally, recently doubled down on the silicon carbide space by acquiring TSI Semiconductors and announcing plans to invest $1.5B in upgrading one of its facilities to produce SiC semiconductors.

This trend towards efficient and high-performing semiconductors in the EV industry is likely to continue as automakers seek ways to improve vehicle performance and range.

Want to see more research? Join a demo of the CB Insights platform.

If you’re already a customer, log in here.

The post What Bosch’s $1.5B bet on silicon carbide semiconductors says about where the automotive market is heading appeared first on CB Insights Research.

But the company’s interests extend far beyond aerospace — and many of its focus areas cut across industries. For instance, Lockheed has invested heavily in developing advanced manufacturing capabilities and is also quickly expanding its space-based communications offerings. Meanwhile, advances in AI and leveraging next-gen computer chips are also set to play key roles across many of its business lines.

Want to see more research? Join a demo of the CB Insights platform.

If you’re already a customer, log in here.

The post Analyzing Lockheed Martin’s growth strategy: How the aerospace giant is spearheading advances in AI, manufacturing, and defense tech appeared first on CB Insights Research.

This achievement is partly attributed to its pioneering work in accelerated computing, which uses specialty hardware to complete demanding software tasks much faster than previously possible.

Initially, this effort was primarily focused on gaming — but NVIDIA’s development of parallel processing in 2006 paved the way for new capabilities in scientific and research applications. This breakthrough allowed multiple computations at a given time instead of sequentially, resulting in much faster processing speeds.

Want to see more research? Join a demo of the CB Insights platform.

If you’re already a customer, log in here.

The post Analyzing NVIDIA’s growth strategy: How the semiconductor leader is powering generative AI and the future of computing appeared first on CB Insights Research.

However, as the shift toward autonomous and electric vehicles accelerates, automotive suppliers like Bosch are ramping up their investment in next-generation automotive technologies — such as advanced electronics and semiconductors — as well as establishing more collaborative relationships with other manufacturers.

Want to see more research? Join a demo of the CB Insights platform.

If you’re already a customer, log in here.

The post Analyzing Bosch’s automotive strategy: How the tier 1 supplier is paving the way for vehicles of the future appeared first on CB Insights Research.

Automakers are shifting away from traditional technologies like internal combustion engines and moving toward a future of autonomous vehicles, electrification, and increased connectivity.

This transformation also extends beyond the vehicle and into the factory, where automation and robotics play an increasing role in the assembly line.

Want to see more research? Join a demo of the CB Insights platform.

If you’re already a customer, log in here.

The post Analyzing Toyota’s growth strategy: How the auto giant is building the vehicle of the future appeared first on CB Insights Research.

The Covid-19 pandemic caused major semiconductor shortages, resulting in long lead times for anything requiring computer chips. Now, in the midst of an economic downturn, major chipmakers are pulling back spending. Intel, for example, is planning layoffs as part of its effort to slash costs by up to $10B a year by 2025.

Want to see more research? Join a demo of the CB Insights platform.

If you’re already a customer, log in here.

The post Unbundling Samsung: How the semiconductor industry is being disrupted appeared first on CB Insights Research.