| | | Currently it doesn't seem like the Arriver acquisition was a super good one lets hope in the future it is.
Based on the below story it seems like BMW is the ONLY company that is using the ADAS software stack:
> Chinese customers are already clamoring for such systems. In February, BYD outlined a plan to make its “God’s Eye” driver-assistance system standard across its lineup.
God's eye isn't ours, it's their own ADAS. GM has their own ADAS Stack, Mercedes has their own.
When we look at the recent post from GR8FORM
QUALCOMM Incorporated (QCOM) JP Morgan Hardware & Semis Management Access Forum Conference (Transcript)
Akash all but admits there are not many customers:
Yes. So let me address it in 3 parts. When we think about our ADAS business, the first is the chip for the ADAS enablement in cars. We've said there are approximately 20 OEMs that we've won that are using our chips for enabling ADAS. So this would go all the way from BMW who are using our chip and our stack to some of the Chinese OEMs who will use our chip, but they'll use a China stack to another set of companies who are trying to develop their own stack, but they'll use our chip with it. So for us, business #1 in ADAS is to win the SoC socket. The second opportunity then is to win the stack on top of it. And the stack market, obviously, very interesting stuff happening. There's a -- there are a few stacks in China. Internationally, I think we are 1 of 2 or 3 stacks that are merchant and then you have certain OEMs who are working on their stacks as well.
The reason why the BMW launch is so important for us is it is a jointly developed ADAS stack. And so we've taken the assets from the acquisition that we did, combine it with BMW's asset, and we've developed this stack together, and it's being deployed at scale in new BMW cars globally. Most important thing about something like a stack is you have to verify it on the street at scale. And BMW allows us to do that. So once we've done that, the opportunity is to take that stack and sell it to other folks, other OEMs. And we already have a couple of wins.
Hopefully QC didn't pay too much for Arriver. |
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