Mobileye12 Jul 2022 20:10
With a delayed IPO of mobileye the last sentence has proven timeous
Colin Barnden
Principal Analyst, Semicast Research
A major partnership has been agreed between Valeo and BMW Group for #ADAS in BMW's next-gen platform called "Neue Klasse."
The release states: "The ADAS domain controller will host Valeo’s software platform for low-speed maneuvering, as well as software assets from BMW and Qualcomm for driving automation." From this we can deduce the Qualcomm chip is either the #Snapdragon Ride or Vision #SoC, with Valeo providing parking stack (#Park4U), BMW providing proprietary IP and Qualcomm's Arriver the vision stack and drive policy. Valeo is tier-1.
Valeo also says the solution features "a new multifunctional interior camera that will contribute to improved safety and create a new level of user experience." With the rest of the stacks all standard Qualcomm #Ride platform, we can infer this is driver or occupant monitoring #DMS #OMS provided by Seeing Machines.
This looks like the missing link for the partnership revealed by BMW and Stellantis called "STLA AutoDrive." This article (https://lnkd.in/evWkZRaT) provides details. We can infer that Valeo is the tier-1 for both BMW and Stellantis for #AutoDrive.
Valeo has emerged as a leader in domain controllers for supervised automation systems for highway driving, and looks to be ahead of Bosch and Continental. Evidence is mounting of the rise of Qualcomm in the next generation of vehicle platforms. Mobileye can do little as its competitors eat its lunch. We will know more when the prospectus for the Mobileye #IPO is published, and it may be ugly. With markets falling and #automakers already working with Qualcomm, did Intel wait too long for a Mobileye IPO?
The Valeo/BMW release makes no mention of lidar. We will have to see if BMW chooses lidar for highway driving in Neue Klasse. I remain unconvinced of the cost/benefit analysis of lidar, when the feature set of automated highway driving barely needs to exceed #SuperCruise or #BlueCruise to meet the needs of the mass-market. Cameras and radar provide the functionality; better driver monitoring matters more than ever more sensor modalities.
We can see the plans for BMW/Stellantis. Hyundai, Mercedes and JLR are going with Nvidia, and Volvo has announced Nvidia processors and its proprietary Zenseact stack. That looks risky, when even BMW is happy using Qualcomm/Arriver.
With Volkswagen and Renault turning to Qualcomm, the "kingmaker" might turn out to be Ford. If they drop Mobileye and join the Qualcomm party for the next gen of BlueCriuse supervised automation, then Intel really has a problem. If the IPO is quietly dropped, then we probably know the answers.