For a long time, Qualcomm has a strong competitive strength in the field of Android mobile phones, and the release of each generation of Snapdragon chips will become the standard of flagship models of major manufacturers. In particular, the emergence of a new generation of Snapdragon 8 mobile platform has been well received by consumers and mobile phone companies. It is worth noting that most people's cognition of Qualcomm may only stay in the smartphone industry, but Qualcomm has actually laid the groundwork in many fields in advance, and what we want to talk about below is Qualcomm's smart car business.
At present, the global intelligent networked cars have shown a strong momentum of development, and the mobile phone industry is different, intelligent cars integrate car machines, power batteries, vehicle-mounted lidar, artificial intelligence chips and other industry-related parts and materials, which provides a new stage for new energy companies, operating systems, chips and many other enterprises, and Qualcomm is in this field to carry out a diversified strategic layout, which also responds to the sentence "smart people will not put all the eggs in one basket" truth.
In the field of automotive intelligent cockpit, 20 of the world's 25 top car companies have chosen Qualcomm's Snapdragon digital cockpit platform, and the digital cockpit equipped with Qualcomm Snapdragon has long become one of the promotional selling points for consumers.
Not only that, Qualcomm also fired the "first shot" of technological upgrading. According to the news previously released by Qualcomm, the SA829P chip independently developed by Qualcomm will be launched in 2023, which is the world's first 5nm process intelligent cockpit chip, which has a performance increase of 7.5 times compared with the previous generation, and the AI computing power of 30TOPS has fully reached the level of NVIDIA Xavier, and the mainstream 7nm process intelligent cockpit chip on the market has an absolute leading advantage, and I believe that after commercial use, it will inevitably become a "fragrant feast" in the field of intelligent vehicles.
Although the Snapdragon smart cockpit cannot allow Qualcomm to gain a sustained leading position in the future automotive market, another thing can let us see Qualcomm's efforts to compete for the "new highland" of smart cars.
According to related news, Qualcomm partnered with private equity SSW Partners to complete the acquisition of Veoneer for $4.6 billion. Mention of Veoneer, which is an automotive company that designs, develops, and manufactures software, hardware, and systems for advanced driver assistance systems. Qualcomm's acquisition of Veoneer is to divest the latter's autonomous driving software business, Arriver, to Qualcomm and will become an important component of Qualcomm's automotive business development. What does this mean?
As we all know, Qualcomm does have industry-leading advantages in hardware, but there is still a lot of room for growth in software, and it also needs a complementary partner. Earlier, Qualcomm launched the Snapdragon Ride platform for assisted driving and autonomous driving, which has a new developed, scalable, and modular computer vision software stack that provides multiple computing functions for cars and increases the perception of the vehicle's surrounding environment by smart cars, thereby providing drivers with a safer driving experience.
After the acquisition of Veoneer, Qualcomm will directly incorporate computer vision, driving strategy, driver assistance strategy and other businesses in Veoneer's software business into Qualcomm's Snapdragon Ride platform, which for Qualcomm will transform from an automotive chip supplier into a supplier of autonomous driving platforms and advanced driving assistance platforms, achieving the ability to create complete autonomous driving solutions.
Seeing here, many netizens have found that this is very similar to Qualcomm's end-to-end complete 5G solution in the field of smart phones, which will undoubtedly greatly enhance Qualcomm's competitiveness and discourse power in the field of automatic driving and assisted driving. It can be seen that Qualcomm's auto business has begun to "step on the accelerator deeply"! What do you think about this?