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U.S. chip designer Qualcomm Inc<\/a> on Thursday said its automotive business \"pipeline\" increased to $30 billion, up more than $10 billion since its third quarter results were announced in late July.
The jump in future business was thanks to its Snapdragon Digital Chassis<\/a> product used by car makers and their suppliers, Qualcomm<\/a> said at its Automotive Investor Day. The Snapdragon Digital Chassis can provide assisted and autonomous driving technology, as well as in-car infotainment and cloud connectivity.
With electric vehicles and increasing autonomous features in cars, the number of chips used by automakers is surging and the automotive market has been a key growth area for chipmakers.
\"When you think about a per car basis, a lower tier car, we have an opportunity of approximately $200 stretching all the way to $3,000 at the high tier,\" said Akash Palkhiwala, Qualcomm's CFO.
\"Going forward the mix will continue to shift towards the high end so the opportunity will keep expanding.\"
Qualcomm said the automotive market size it is targeting could grow to as large as $100 billion by 2030.
In fiscal year 2022, it estimates its automotive business revenue will be about $1.3 billion, from $975 million the previous year. By fiscal year 2026, it estimates that to rise to over $4 billion and in fiscal year 2031 to over $9 billion.
Qualcomm also announced an expanded partnership with Mercedes Benz Group AG which will be using the Snapdragon Cockpit for its in-car infotainment system from 2023.
Qualcomm also has many automotive customers in China. Asked about the impact of broader U.S. export regulations, CEO Cristiano Amon<\/a> said \"strong win-win partnerships between the U.S. enterprises and the China enterprises will always be a force of stability\".
\"But we'll see what the future holds,\" he added.
Earlier this week, chipmaker Nvidia Corp<\/a> unveiled a new automotive central computer called DRIVE Thor to provide autonomous and assisted driving as well as in-car digital entertainment and services.
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芯片制造商高通说汽车未来业务扩大到30美元左右
跳在未来业务由于其Snapdragon数字底盘产品所使用的汽车制造商及其供应商,高通在汽车投资者说。金鱼草数字底盘可以提供辅助和自动驾驶技术,以及车载信息娱乐和云连接。
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美国芯片设计高通(qcom . o:行情)周四表示,其汽车业务“管道”增加到300亿美元,超过100亿美元以来第三季度结果于7月下旬公布。
在未来的业务由于其跳金鱼草数字底盘汽车制造商及其供应商使用的产品,高通在一天汽车投资者说。金鱼草数字底盘可以提供辅助和自动驾驶技术,以及车载信息娱乐和云连接。
在汽车、电动汽车和增加自治特性所使用的芯片制造商的数量激增,汽车市场已经成为芯片制造商的关键增长领域。
“当你想到每辆车的基础上,较低的层的车,我们有机会约200美元一路绵延3000美元高层,“阿卡什Palkhiwala说,高通公司的首席财务官。
“Going forward组合将继续转向高端,这样机会会不断扩大。”
高通表示,它正在瞄准的汽车市场规模可能在2030年增加到多达1000亿美元。
在2022财政年度,估计其汽车业务收入约13亿美元,至9.75亿美元。2026财政年度,估计上升到超过40亿美元和超过90亿美元在2031财政年度。
高通还宣布扩大与奔驰合作集团将使用Snapdragon驾驶舱的车载信息娱乐系统从2023年。
高通公司在中国也有很多汽车客户。被问及更广泛的美国出口法律法规的影响,CEO克里斯蒂亚说:“强大的美国企业和中国企业之间双赢的伙伴关系将永远是一个稳定”的力量。
“但我们会看到未来,”他补充道。
本周早些时候,芯片制造商英伟达公司发布了一个新的汽车中央计算机称为驱动托尔提供自主和辅助驾驶以及车载数字娱乐和服务。
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