Just spotted a Colin post from earlier21 Oct 2021 19:30
This is another important announcement covering Qualcomm that allows us to see how its #automotive strategy all fits together:
Highway Driving (ADAS): Arriver
Infotainment: BlackBerry #QNX and Google #Android Automotive OS (AAOS)
#DMS: Seeing Machines
Automated Parking: Valeo
Auto-grade #5G #cellular: Qualcomm
The #infotainment software runs on the fourth-generation Qualcomm ****pit applications processor. The Arriver highway driving software runs on Snapdragon Ride. DMS from Seeing Machines runs on the accelerators from either of those chips, depending on the overall system design specified by the automaker.
Twelve months ago, Qualcomm had 14 tier one partners covering infotainment and ADAS. The total today is certain to be higher.
Nvidia's tactical error was in straying into developing complete boards, when in automotive it is a chip and software company. Mobileye's error was to misunderstand the role of DMS and underestimate its significance alongside longitudinal and lateral vehicle control.
Qualcomm just quietly got on with the task of building an automotive ecosystem covering driving policy, infotainment, DMS, automated parking and 5G. The existing relationship with Foxconn is another route to market with new EV automakers, such as Fisker Inc.
I expect very significant automotive announcements from Qualcomm at #CES (Wed, 5 Jan – Sat, 8 Jan 2022). The obvious evolutionary step for the fifth-generation ****pit applications processor and Snapdragon Ride 2 processor would be to integrate DMS using the #Occula core from Seeing Machines.
If you are an existing or potential investor in #DMS and seek independent analysis of the leading technology suppliers, current state of the market and future direction, I can be booked for telephone-based consultancy via GLG and Guidepoint. Just ask for me by name.