GLOBALFOUNDRIES(US:GFS) 半导体行业观察·2025-06-24 01:24Core Viewpoint - Continental Group's automotive division has established the Advanced Electronic and Semiconductor Solutions (AESS) department to enhance resilience and ensure future success by developing automotive semiconductors internally, in partnership with GlobalFoundries (GF) [1][2]. Group 1: Strategic Initiatives - The establishment of AESS aims to design and validate semiconductors to meet internal demands, addressing the growing need for semiconductors in software-defined vehicles [1]. - The global automotive semiconductor market is projected to reach approximately €110 billion by 2032, necessitating increased investment in semiconductor development for long-term success [1]. - The move to create a fabless semiconductor company is intended to reduce geopolitical risks and enhance Continental's autonomy in the semiconductor field [1][2]. Group 2: Collaboration and Technology - GF will serve as the manufacturing partner for AESS, leveraging its advanced automotive-grade process technology and global manufacturing capabilities to support the development of innovative solutions for next-generation vehicles [2]. - The collaboration with GF is part of a broader strategy to enhance semiconductor production design and management capabilities, thereby improving market position and self-sufficiency [2]. Group 3: Organizational Impact - The new organizational structure is designed to support the automotive group's business by creating a resilient supply chain, improving product quality, and reducing time-to-market [3]. - AESS is expected to generate value through cost savings and efficiency improvements, which will enhance the company's cash flow [3]. - The establishment of AESS is seen as a way to solidify Continental's position as a leading automotive parts manufacturer and create new internal development opportunities [4].