As a part of its first Automotive Investor Day as we speak, Qualcomm
In 2021, Qualcomm had virtually $11 billion in income of which roughly $350 million was automotive, largely for the mobile modems that present connectivity in addition to some Snapdragon processors that run infotainment techniques. On the firm’s 2021 investor day, CEO Cristiano Amon set a goal of $3.5 billion in automotive income for 2026 and $8 billion by 2031. With the bulletins which were made since then, the chip design firm is on its manner, notably successful enterprise away from Intel
Earlier this yr, GM began utilizing the Qualcomm Snapdragon Trip platform to energy the superior driver help techniques (ADAS) within the Cadillac Lyriq and will probably be increasing using Qualcomm silicon to different fashions from 2023. Each BMW and Volkswagen have additionally introduced a shift away from Mobileye to Qualcomm on new fashions starting in 2025. Stellantis has additionally chosen Qualcomm digital chassis platforms to energy the brand new cabin techniques it’s creating with Foxconn.
The newest bulletins are targeted on the software program outlined automobile space. Mercedes-Benz will probably be adopting Qualcomm Snapdragon cockpit chips to energy next-generation infotainment and connectivity techniques. This marks a shift away from Nvidia which Mercedes has utilized in its present MBUX system. The primary Mercedes automobiles with Qualcomm digital cockpit will launch in 2023
The opposite announcement as we speak is a partnership with IBM
Like Nvidia which introduced its new Thor system on a chip to energy centralized compute platforms for SDVs, Qualcomm is focusing on the identical market however with a barely completely different method. Nvidia has developed a single big chip to energy all the compute wants of the automobile. For now, Qualcomm is taking a extra scalable method with a number of chips working on blades in a central compute field. This enables an automaker to scale the system to their particular wants and probably hold prices down. It stays to be seen which method will finally win out however Jeremiah Golston, SVP and Head of Automotive Engineering doesn’t rule out introducing extra extremely built-in chips sooner or later.
For now, Qualcomm and Crimson Hat are targeted on creating a security rated and safe platform that automakers can combine into their automobiles. The 2 firms plan to have the primary variations of a pre-integrated mixture of Crimson Hat In-Car working system with Snapdragon Trip and Snapdragon Cockpit obtainable for testing within the second half of 2023.