高通，被中国车圈“卷”飞

Core Insights - Qualcomm's historical performance in specific sectors often depends on external factors, as seen in the smartphone and PC markets, where partners like Samsung and Xiaomi played crucial roles in establishing Snapdragon's dominance [1][2] - In the smart automotive sector, the decision-making power has shifted to numerous Chinese players in the intelligent driving space, indicating a change in the dynamics of industry leadership [2][4] Qualcomm's Position in the Automotive Industry - Qualcomm's recent Automotive Technology and Cooperation Summit showcased a comprehensive map of the Chinese smart automotive industry, highlighting the involvement of various key players from OEMs to software partners [4] - Unlike its previous role in the smartphone era, Qualcomm now finds itself propelled by the strength of its Chinese partners, who are becoming the main drivers of the ecosystem [4] Chip Development and Market Dynamics - The newly released Snapdragon 8797 chip represents a shift from Qualcomm's traditional product positioning, serving as a flexible "integrated central computing platform" rather than a dedicated driving chip [7] - The Snapdragon 8797 boasts an estimated sparse equivalent computing power exceeding 700 TOPS, meeting the performance needs for both cockpit and driving functions [7] - Chinese partners are pushing for stronger AI performance, leading some to adopt the more powerful 8797 chip for cockpit solutions instead of the previously announced 8397 [7][10] Competitive Landscape - The competitive landscape is characterized by a mix of Qualcomm's and Nvidia's offerings, with Qualcomm's 8620 and 8650 chips becoming popular choices among traditional automakers seeking cost-effective solutions [12][14] - Despite Qualcomm's slower product rollout compared to competitors, its mid-tier advantages in cost and energy efficiency are notable, especially in the 100-250 TOPS range [14][15] Innovation and Market Strategy - The intense competition in the Chinese market is driving a global automotive revolution, with local companies rapidly advancing in areas like urban navigation assistance [18][19] - Major global players are increasingly focusing on the Chinese market, with strategies that involve local partnerships and independent operations to enhance competitiveness [20][21]