| | | Another couple interesting snips from Q's Auto presentation at DB yesterday:
Auto: For C-V2X the same modem that goes into the vehicle, the identical modem is actually needed in the infrastructure, in the roadside unit [every 1/2 mile or mile along the roadway...that's a LOT of modem chips].
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Going back to Snapdragon Ride and what we announced at CES, so that program continues to do quite well. We announced a partnership with Veoneer, middle of the year. And that is focused on working with Veoneer on their vision perception and drive policy stack. Veoneer has been a leader in this space for a number of years. And the partnership is really not so much around the Veoneer Tier 1 business, but more around the Veoneer stack business.
So we will take their stack, and we will integrate it with Snapdragon, and then Qualcomm will essentially be the go-to-market partner for that collaboration, for that partnership. And then we will supply -- as the Tier 2, we will supply that solution to Tier 1s, to OEMs, to whoever is looking to get that open programmable platform available to them.
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So I would say, externally, if you talk about the industry kind of at a very high level where you talk about things like, "Oh, there's a connectivity play or there is a GPU play," I think it's much more complex than that because really what it comes down to is you have to be able to deliver the solution in a constrained environment -- all of the assets, the CPU, the GPU, the neural processor, the DSPs, the audio, the video, all the software that goes along with it and make it work for 5, 7, 10 years. It's a tall order.
So just the technology doesn't get you the win. You actually have to be staying with the technology, deal with the complexity, be there all through the life cycle and be ready to be able to keep repeating it. And frankly, be able to make money on it. So it is actually a fairly complex endeavor. And I think on the compute side, we've gotten pretty good at it. That's why you see the pipeline. That's why you see the number of design wins that we have.
I was very pleased to hear that Qualcomm has found itself increasingly more established in a "trusted advisor" to the Automakers in the industry...helping them make good decisions for their future systems and managing the complexity of the confluence of connectivity, safety, driver assistance/autonomy, compute (APs in the car), etc. I think this really bodes well for Q's entrenched position and role in the Auto industry going forward. --Ryhack |
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