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Carlos Pardo is CEO and Co-founder of KDPOF

The forecasts for next year are better but will not be able to overcome the demand from the automotive industry and the other industries that need these components. Francisco Quatrin from Portal Movilidad has spoken with KDPOF CEO Carlos Pardo.

The semiconductor industry will not recover until 2024: What will happen to electric vehicles?

The microchip crisis that began in 2020 still seems to have no end. The industry predicted its end within the next few months, but the sector warns that it will have to wait at least two years for the situation to normalize. 2024 is the year that resonates among microchip and semiconductor industry specialists. “It took us almost a year to manufacture something that should be ready in four months,” says Carlos Pardo.

The shortage crisis was caused by three factors that converged at the beginning of the pandemic.

Firstly, it was caused by the fact that half of the world’s production means slowed down their production due to the health crisis. But on the other hand, demand for electronic devices soared. “Everyone had to connect from home, so the demand for tablets, computers and phones grew exponentially,” says Pardo.

A second factor was the automotive industry, which, when the quarantines began, its production was greatly reduced and so was demand. People stopped buying cars. There was a mismatch in global supply there because the demand for microchips was going into the production of other items and not the automobile. “When the automotive sector woke up, it started to want to produce and there was no capacity to support that demand, which was outstripped by supply,” explains KDPOF’s CEO. A conventional car needs up to 10 different types of microchips ranging from 65 nanometers to 85 nanometers, in the conventional. In other cases, there may be 180 and 190 or 16.

The third factor has to do with what happened last year when the supply was non-existent and the vehicle or electronics manufacturing companies started to stock up abruptly. Because of this, the stock of microchips was almost finished by the end of 2021 and made 2022 start with long delays in production. “All the companies are looking at growing and re-stocking, so supply is still below demand,” says Pardo.

What will happen in the future?

The forecast for next year is that the semiconductor industry will start to be able to cope with more demand but will remain below what is expected. Therefore there will be a lack of supply in 2023. “Part of the industry says it will improve because there will already be stock, but there are others who argue that it won’t and the need will still exist,” the CEO argues. Many of the large microchip factories, such as TSMC, have been investing in the last three years in new factories to meet this demand. With these new factories up and running, it is likely that manufacturing capacity will double and there will be more supply. But, Pardo warns: “What the sector is warning is that prices will not go down, because they will still have to amortize the costs of these factories”.

The Position of the Automakers

Toyota, the world’s largest automaker, is caught in the crisis situation of the lack of supply of microchips. The Japanese brand, as well as other manufacturers (such as Tesla) had better forecasts around the semiconductor crisis What is happening to them? Toyota is having serious problems in the supply of microchips. But the forecasts were relatively good and now, as August approaches, the Japanese brand has decided to reduce its production target for next month.

So, not only are they going to reduce their production during August, but they are also going to stop several of their facilities in Japan. Initially, Toyota had planned a production of 850,000 vehicles during the coming month of August. However, they have just adjusted this forecast to 700,000 vehicles.

According to the company’s own indications, production will be reduced due to the shortage of semiconductors. A significant cut of 18% in its manufacturing which, for the time being, will not affect annual production.

The original Spanish feature from July 26, 2022 is available at portalmovilidad.com/

KDPOF welcomes proposed IEEE optical multi-gigabit automotive Ethernet standard 802.3 achieving milestone

At the The Future of Mobility event, hosted by STMicroelectronics and Plug and Play from September 12 to 13, 2022 in Catania, Italy, KDPOF CEO Carlos Pardo will present an outlook for optical connectivity in intelligent vehicles. With this event, STMicroelectronics and Plug and Play are driving open innovation to the next level by bringing together the mobility industry leaders, OEMs and suppliers. “At KDPOF, we’re proud to participate in exploring the future of mobility at this leading industry event for automotive innovations,” stated Carlos Pardo. “We’re excited to show more about our future projects and, especially, our core and corporate culture.” Read more

Integrated KD9351 FOT for automotive gigabit connectivity

Extreme technology, billions of euros and rooms that are much cleaner than those in an operating theater. This is how a microchip is manufactured.

Toñi Fernández from the Spanish radio station Cadena Ser has spoken with KDPOF CEO Carlos Pardo about the plans to set up a semiconductor packaging plant in the Madrid area. As follows, please see the translated summary of the Spanish audio. Read more

KDPOF's integrated KD9351 FOT has been nominated for Electronics Industry Awards 2022

KDPOF celebrate their integrated KD9351 FOT being nominated for Electronics Industry Awards 2022. “We are proud to be one of the finalists in the automotive category,” stated Carlos Pardo. “With the KD9351 FOT, we consequently provide efficient optical technology for safe backbone and ADAS sensor links in vehicles. We significantly lower costs by constructing the transimpedance amplifier, photodiode, LED driver, and LED as one single device.” The integrated device provides enhanced efficiency and flexibility, thus paving the way to optical multi-gigabit Ethernet in the vehicle. Until August 25, 2022, readers are called to vote for their favorite electronics products.

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KDPOF on RTVE: Interview with Carlos Pardo about Microelectronics Industry in Spain

Spain had approved the Strategic Projects for Economic Recovery and Transformation with an important invest in microchips and technology companies. It is essential because we have in Spain some companies that create technological and electronic components and equipment but depend on Asia for manufacturing since they don’t have the capacity to produce microchips on their own. The project PERTE will invest an important quantity of Euros to help these companies for manufacturing. As Carlos Pardo stated in the interview, it could get an important growth in these small companies and also attract private invest resulting in a general economic growth.

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KDPOF proudly announced that their well-proven KD1053 PHY IC and integrated KD9351 FOT (Fiber Optic Transceiver) have been implemented by Renesas, a premier supplier of advanced semiconductor solutions, into the new next generation automotive vehicle computer VC4. This comprehensive communication gateway ECU from Renesas features the newest automotive network technologies and sufficient computing power to host the ever-increasing number of user applications. “With the VC4, we have integrated an optical Ethernet interface into our automotive evaluation boards for the first time,” stated Tobias Belitz, Principal Engineer at Renesas. “KDPOF shared their 1000BASE-RH transceiver KD1053 and KD9351 FOT according to IEEE 802.3bv with us, which also covers the wide temperature range we are looking at.”

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Automotive Ethernet Congress: Automotive Multi-gigabit is Optical

With new challenges like automated driving and electric power trains, In-Vehicle Network (IVN) requirements are quickly evolving. The IVN has to support use cases such as the vehicle data backbone, smart antennas, ADAS cameras/sensors, displays, and data loggers, which demand higher data bandwidth while maintaining the reliability level required by the automotive industry. When considering a standard technology to support the target use cases, it is clear that the requirements are not all met by any existing communication standard, including the optical 10GBASE-SR. It is thus necessary to define a new IVN standard for multi-gigabit optical communications in the automotive environment.

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VECS: KDPOF celebrated Proposed IEEE Optical Multi-gigabit Automotive Standard Achieving Milestone

At the recent VECS 2022 – Vehicle Electronics & Connected Services – International Trade Show from May 17 to 18, 2022 in Gothenburg, Sweden, KDPOF has celebrates the in-vehicle network standardization progress reaching the IEEE 802.3 Working Group Ballot stage. “We are happy that the IEEE 802.3cz automotive optical multi-gigabit technically complete standard draft has entered the Working Group ballot stage,” stated Carlos Pardo, KDPOF CEO and active participant in the IEEE 802.3 working group. Read more

Automotive Multi-gigabit Optical Connectivity

This video about automotive multi-gigabit optical connectivity presents the standardized solution under development by KDPOF to reach a 50 Gb/s bit rate over 40 meters of wiring harness. In the process, we’ll comply with the hardest OEM’s EMC specs, and meeting all automotive requirements in terms of operational temperature, reliability, ageing, mechanical loads, chemical loads, dirtiness and harsh environments in general. And all this with outstanding low power and low cost. Please, follow us to the KDPOF labs and we’ll show you a demo of our multi-gigabit solution: 50 Gb/s optical transmission for automotive.

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KD9351 from KDPOF awarded 2021 Product of the Year by Electronics Products Magazine

With the annual Product of the Year awards, now in its 46th year, Electronic Products Magazine recognizes outstanding products that represent any of the following qualities: a significant advancement in a technology or its application, an exceptionally innovative design, a substantial achievement in price/performance, improvements in design performance, and a potential for new product designs/opportunities. Electronic Products editors evaluated 150+ products across 10 categories. These are this year’s winners:

Analog Devices Inc. (Analog/Mixed-Signal ICs), Analog Devices Inc. (Digital ICs), Bourns (Passives), C&K (Electromechanical), Eggtronic (Power), Harwin (Interconnects), KDPOF (Optoelectronics), Liquid Instruments (Test & Measurement), Omnivision (Sensors), and u-blox (RF/Microwave).

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