Core Insights - Qualcomm celebrates its 20 years in the automotive business and aims to leverage its "Snapdragon Digital Chassis" to drive industry transformation [3][5] - The company has established close collaborations with nearly all global automakers and numerous Chinese enterprises, witnessing explosive growth in the number of automotive manufacturers in China [3][5] Group 1: Automotive Business Development - Qualcomm has become the leading ecosystem supplier in the connected vehicle and infotainment systems sector, extending its leadership into cockpit and Advanced Driver Assistance Systems (ADAS) [3][5] - The company emphasizes the importance of ecosystem collaboration, partnering with major Chinese automotive manufacturers such as BAIC Group, Changan, and NIO [3][5] Group 2: ADAS and Safety - Qualcomm has focused on ADAS over the past two years, enhancing its competitiveness through superior chip performance, localized software support, and a comprehensive safety architecture [5][6] - The company has partnered with BMW to provide computer vision software and driving strategy stacks for the new generation of BMW models, set to launch in July 2025 [5][6] Group 3: Modular Architecture - Qualcomm is transitioning the automotive industry towards a centralized computing architecture, creating a highly complex, scalable, and modular framework that supports digital cockpit and ADAS functionalities [6][7] - The architecture's scalability allows for a range of vehicle models from entry-level to luxury, addressing market cost sensitivity [7] Group 4: Innovation and Market Impact - At the 2025 Shanghai Auto Show, over 100 vehicle designs or solutions based on Qualcomm's platform were showcased, highlighting the rapid implementation of its technology in China [9] - Qualcomm's strategy focuses on technological innovation and ecosystem collaboration, driving the automotive industry towards a smarter and safer future [9]