RE: Market Cap of our partners25 Oct 2020 05:15
I listened to the Veoneer results presentation and they are clearly very excited about Qualcomm, lots of questions in the Q&A regarding Qualcomm.
https://finance.yahoo.com/news/edited-transcript-vne-n-earnings-130000296.html
"For Veoneer, it's a great business and a new market to address by selling our complete perception stack and drive policy stack through the Qualcomm marketing channel. This agreement and collaboration builds upon that Qualcomm will have the go-to-market responsibility for the combo, the combination of the stack and the SoC. Qualcomm will then be able to address other integrators, other Tier 1s. And Veoneer through Qualcomm then will sell our software stack to a market that Veoneer has not addressed before. Veoneer will continue to address its market as a Tier 1. And of course, then work, as we have in the past, addressing directly to the OEMs, the integration of the ambition and stack and the SoC, but also the other products directly to the OEMs. But the thing here is that we will, together with Qualcomm, develop -- co-develop our software. And there will also, of course, develop their silicon to fit with the requirements that this market will address. And thereby also having a very competitive product. And we believe, looking into the performance of their silicon that is -- has an advantage from a power point of view, from a scalability point of view, from a capability point of view, and we think this will be a very competitive combination that customers would be interested in looking into"
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