Not long ago, it was rumored on the Internet that the iPhone 15 will all use self-developed chips for the first time, including SOC and 5G baseband chips, which has attracted a lot of attention. It is rumored that the 5G chip of the iPhone 15 will be foundry by TSMC, using a 5nm process, and the RF IC will use the TSMC 7nm process, which may mean that Qualcomm chips will no longer have a large number of orders from Apple. However, in fact, with the diversified development of Qualcomm in recent years, there is no huge dependence on the smartphone market, and Qualcomm has now begun to bloom in full bloom.
In Qualcomm's diversified development, the most eye-catching is undoubtedly the automotive field. Thanks to the technical advantages of the RF front end, Qualcomm has now ranked first in the field of vehicle networking and automotive wireless connectivity, and its strength cannot be ignored. At the same time, Qualcomm's performance in the car core is also quite prominent, not only officially released the world's first 5nm car core - Qualcomm SA8295P chip, but also announced in CES 2022, with the car manufacturer Volvo Group, Honda Automobile and Renault to reach a chip supply agreement, further expanding its own car territory. In addition, Qualcomm's Snapdragon digital chassis, including digital cockpit, in-vehicle network connection, ADAS platform, car-to-cloud and other aspects, has a perfect data solution.
Qualcomm is developing rapidly in the automotive field, and its development speed has surpassed the smartphone field. At present, more than 37 automakers have adopted the Snapdragon Auto digital cockpit platform, and the total value of Qualcomm automotive business orders is more than $13 billion, which has a considerable influence in the automotive field. In addition, it is worth mentioning that Qualcomm also released the Snapdragon Ride vision system at CES 2022, announcing that it will start mass production in 2024, with sufficient technology accumulation in the field of cutting-edge technology.
In addition to the automotive industry, Qualcomm's development in the metacosm is undoubtedly the most promising. At CES 2022, Qualcomm has decided to work with Microsoft in the AR field to expand and accelerate the application of AR in consumer and enterprise markets. It is reported that Qualcomm and Microsoft will develop customized AR chips to create a new generation of energy-efficient, lightweight AR glasses, and plan to integrate software such as Microsoft Mesh applications and Snapdragon Spaces XR developer platform, which is expected to accelerate the imaging of the metaverse. To know that Qualcomm has previously cooperated with Meta and Microsoft in the ar field, and now it has further accelerated its development, I believe there will be unusual repercussions.
In addition to mobile phones, PCs are also one of the keys to the digital age, and Qualcomm's development on PCs is no weaker than mobile phones. At the end of last year, Qualcomm launched the 3rd generation Snapdragon 8cx computing platform and the 3rd generation Snapdragon 7c+ computing platform, which is expected to be officially installed on the model in the first half of 2022. At the same time, Qualcomm also announced that there are already more than 200 enterprise customers who are testing or deploying Snapdragon and two-in-one laptops, and the development of Arm-based PCs is very good. At the recent CES 2022, Qualcomm CEO Ammon said at the press conference that the PC is in the process of transformation, and the convergence of mobile and PC is happening, showing Qualcomm's determination to develop the ARM architecture of the PC.
I have to say that although Qualcomm is still a big man in the field of smart phones, they have no previous dependence on the smart phone business, and the development of many fields in automobiles, AR, and PCs has made Qualcomm more stable in the development of the times, and the future is broader. It is foreseeable that Qualcomm will maintain rapid development in the next decade, let's wait and see.