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2022
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Qualcomm: The difficulty of communication overlord in developing automotive business
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At the end of may, qualcomm, together with 120 upstream and downstream manufacturers in the industry chain and more than 1300 ecological partners, held a communication conference in the automotive industry in suzhou. At the same time, qualcomm has also demonstrated its exploration direction in the smart car business. Since building the anjixing cdma 1x in car networking solution at general motors 20 years ago, qualcomm's automotive business has formed three major matrices: Car networking, intelligent cockpit, and intelligent driving.
Qualcomm held the first automotive technology and cooperation summit in china.
At the end of May, Qualcomm, together with 120 upstream and downstream manufacturers in the industry chain and more than 1300 ecological partners, held a communication conference in the automotive industry in Suzhou. At the same time, Qualcomm has also demonstrated its exploration direction in the smart car business. Since building the Anjixing CDMA 1x in car networking solution at General Motors 20 years ago, Qualcomm's automotive business has formed three major matrices: car networking, intelligent cockpit, and intelligent driving.
Qualcomm, which started with mobile communication, entered the automotive industry with its Internet of Vehicles business. The technological barriers formed on smart cockpit chips allowed it to capture about 60% of the market share, and now it is striving to enter the intelligent driving sector.
Today, facing the huge changes in the global automotive industry, qualcomm has gambled on the right timing and direction, making the chinese market an important strategic territory. Since 2021, more than 40 chinese automotive brands have launched over 100 models with snapdragon digital chassis, "said nakul duggal, senior vice president and general manager of the automotive business at qualcomm." we are very proud to have achieved such results in China.
In march of this year, qualcomm's global ceo amon visited numerous chinese companies, tesla founder musk visited china in may, and nvidia founder huang renxun will also visit china in june to meet with chinese car companies such as ideal and byd. Smart cars have shown great appeal in the chinese market.
This time, qualcomm's automotive business team came to china, and nakul duggal also stated that he had visited multiple chinese automotive company customers with the aim of establishing further cooperation and expanding the automotive industry landscape.
However, qualcomm still faces numerous challenges in turning the "car" into the "second mobile phone". The bones of the smart driving market are still difficult to gnaw, and the smart cabin market has already been invaded by strong competitors.
Sword: Snapdragon digital chassis empowers whole vehicle intelligence
The redefinition of cars cannot rely solely on chips. Qualcomm has created a complete product portfolio on cars - snapdragon digital chassis, and the snapdragon digital chassis concept car has also made its debut in china.
The snapdragon digital chassis covers four major fields: Connectivity, cockpit, intelligent driving, and car to cloud services, namely the snapdragon intelligent connect platform, snapdragon cabin platform, snapdragon ride platform, and snapdragon car to cloud services. It can provide almost all the technologies required for the next generation of intelligent connected vehicles, and currently has collaborated with over 250 million cars worldwide.
In terms of connectivity, the communication capability provided by snapdragon automotive's zhilian platform is qualcomm's flagship skill. The second generation snapdragon 5g modem and rf platform launched in february this year have increased the processing capacity of information inside and outside the vehicle by over 50%.
At present, qualcomm has achieved a front-end loading rate of 67% for its connected functions in passenger cars.
Numerous partners started collaborating with qualcomm in the field of connectivity, and the collaboration to create solutions for intelligent cabins became a natural outcome.
The snapdragon cockpit platform has been updated to the fourth generation, and now qualcomm's third-generation product 8155 has been launched in 70% -80% of intelligent models. It was even a selling point for new cars at one time, and the jikrypton 001 once gained a wave of popularity due to providing users with free upgrades to the 8155 chip. The new generation 8295 has officially announced cooperative brands such as jidu.
The success of 8155 stems from its timing. The chip was released in 2019 and launched in 2020, when there was no such high-performance cockpit chip in the industry, and other competitors did not layout smart cabins as quickly as qualcomm. And coincidentally, with the rise of intelligence in the automotive market, even if car companies cannot make 100% functional designs on software, they still need to assemble the hardware in place. Therefore, from 2021 to 2022, there will be an outbreak of qualcomm 8155.
This also brought qualcomm's automotive business to a high level, with a 2022 financial report showing revenue of approximately $1.5 billion, a year-on-year increase of 36%; in the latest q2 2023 fiscal quarter, the automotive business revenue was $447 million, a year-on-year increase of 20%.
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