Automotive ****pit SoC Research Report 202331 Mar 2023 13:30
All these opportunities Qualcomm grabbing. I do wonder when we will announce something?
According to the statistics, in 2022 smart cars in China were installed with 7.005 million ****pit SoCs, a year-on-year upsurge of 44.9%, of which Qualcomm's ****pit SoCs boasted the highest installation, up to 3.039 million units, or 43.4% of the total.
In 2022, described as the first year in which Qualcomm SA8155P started production and was mounted on cars, both emerging carmakers (NIO, Xpeng, Neta, Weltmeister, etc.) and conventional automakers (BMW, Ford China, GM, Great Wall, GAC, Geely, Chery, etc.) spawned car models with Qualcomm 8155 chips. Even it was proposed that the chips of NIO, ZEEKR 001, Ford Mach-E, Voyah FREE and other models were upgraded to Qualcomm 8155 for old customers to make them more satisfied.
Qualcomm's next-generation ****pit SoC SA8295P is also production-ready. At present, multiple suppliers such as Bosch, Desay SV, Thundersoft and PATEO have begun to create ****pit solutions based on Qualcomm 8295 so as to answer the needs of the fast-growing smart car market; Jidu's first model carrying this chip was announced to be mass-produced in 2023. It is known that some models of Great Wall, GAC and Xiaomi among others will also be equipped with this chip.
There is no doubt that Qualcomm has made a great success in the ****pit field, and its chips have even become a selling point for smart cars. The blue ocean market ****pit SoC becomes another arena following mobile phone SoC, having attracted quite a few chip vendors to set foot in. As well as Qualcomm, players also include international giants like MediaTek, Samsung and Nvidia, Chinese startups such as SemiDrive and SiEngine, and non-automotive chip vendor AMD.
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