Stock Strategist Industry Reports

Rising Chip Content in Cars a Main Theme at CES

Brian Colello, CPA

We attended CES 2018 in Las Vegas last week and met with several of the analog and mixed-signal chipmakers we cover, as well as some Tier 1 automotive-parts suppliers.

The emphasis on rising semiconductor content per vehicle continues to be a primary theme, and we see no signs of this secular trend slowing. We were most impressed by the progress of light detection and ranging technology, or lidar, with carmakers aiming to implement several lidar-based sensors in each vehicle.

Brian Colello, CPA does not own shares in any of the securities mentioned above. Find out about Morningstar's editorial policies.