Key Takeaways Qualcomm's Snapdragon Elite platform powers ECARX Zenith for intelligent vehicle applications.The platform integrates CPU, GPU, and AI for infotainment, ADAS, and digital cockpit functions.Qualcomm partners with Hyundai, Volkswagen, and Bosch to advance software-defined and autonomous vehicles.Qualcomm Incorporated’s (QCOM) Snapdragon Elite platform (SA8797) for automotive will power ECARX Holdings Inc.’s (ECX) Zenith computing platform, featuring high performance, flexibility, and support for ...

New Touch controllers bring reliable touch sensing to both very small and very large display formats in modern automotive applicationsCHANDLER, Ariz., Jan. 27, 2026 (GLOBE NEWSWIRE) -- Microchip Technology (Nasdaq: MCHP) has again expanded its maXTouch® M1 family of touchscreen controllers to bring reliable and secure touch detection to an even greater range of automotive displays, now covering free-form widescreen format displays up to 42 inches down to small compact screens in the 2 to 5 inch range. The A ...

Las Vegas, NV, Jan. 20, 2026 (GLOBE NEWSWIRE) -- PlusAI joins Daimler Truck North America and Penske Transportation Solutions as a presenting sponsor for ACT Expo 2026, the largest fleet technology expo and conference, taking place May 4 through 7 at the Las Vegas Convention Center. The addition of PlusAI highlights a defining transition for the trucking and commercial transportation industry, as artificial intelligence, automation, software-defined vehicles, and digital tools become more central to fleet o ...

Core Insights - Analog Devices (ADI) is becoming a key player in the automotive industry's transition towards software-defined vehicles, driver assistance technology, electrification, and infotainment integration [1] - The automotive segment is projected to grow significantly, with a CAGR of 9.1% from 2025 to 2032, reaching a market size of $57.5 billion by 2032 [1] Automotive Segment Performance - The automotive segment contributed 29.7% to fiscal 2025 revenues, up from 20% in fiscal 2022 [2][9] - Growth is driven by increased content and market share in Level 2+ Advanced Driver Assistance Systems (ADAS), which require more complex analog and mixed-signal technologies [2][9] - The Zacks Consensus Estimate for automotive segment revenues is projected at $802.36 million for Q1 fiscal 2026, indicating a year-over-year growth of 9.9% [4] Product Portfolio and Partnerships - ADI has partnered with global manufacturers to enhance its product offerings, which include in-cabin experience technologies, low emissions, navigation, car audio, voice processing, battery management systems, and video processing [3] - Key growth drivers include traction in Gigabit Multimedia Serial Link, Automotive Audio Bus, and Ethernet to the Edge Bus [3][9] Competitive Landscape - ADI competes with Texas Instruments (TXN) and STMicroelectronics (STM) in the automotive segment, particularly in analog sensors, power ICs, and driver assistance electronics [5][6] Financial Performance and Valuation - ADI's shares have increased by 23.2% over the past six months, outperforming the Semiconductor - Analog and Mixed industry, which grew by 18.3% [7] - The company trades at a forward price-to-sales ratio of 11.14X, higher than the industry average of 8.7X [10] - The Zacks Consensus Estimate for ADI's earnings implies year-over-year growth of 25.67% for fiscal 2026 and 12.56% for fiscal 2027, with upward revisions in estimates over the past 30 days [13]

Core Insights - The fourth annual SDV (Software-Defined Vehicle) Innovator Awards were announced by MotorTrend, celebrating individuals redefining the automotive industry through software innovation [1][2] - The awards recognize pioneers, leaders, and experts in the automotive sector, highlighting their contributions to the evolution of software-defined vehicles [2][3] Group 1: Award Categories - The SDV Innovator Awards feature three categories: Pioneer, Leader, and Expert, with 20 winners selected by MotorTrend editors [2] - Pioneer Award winners have made significant advancements in SDV through research and development of new automotive software [3] - Leader Award winners are senior management individuals who drive the adoption of software solutions in the automotive industry [4] - Expert Award winners are recognized for their specialized knowledge in specific SDV disciplines, such as advanced driver assistance systems and over-the-air updates [5] Group 2: Notable Winners - Notable winners include Ashok Elluswamy from Tesla, Shaoqing Ren from NIO, and Laura Major from Motional, among others, showcasing a diverse range of expertise in the automotive software field [6]

Core Insights - Visteon Corporation has expanded its technology partnership with Mahindra & Mahindra to introduce the next-generation SmartCore™ Pro cockpit system in Mahindra's XUV7X0 vehicle lineup, set to launch in India in 2026 [1][4] Group 1: Technology and Innovation - The SmartCore™ Pro system builds on the success of the original SmartCore™ technology from the Mahindra XUV700, integrating advanced cockpit electronics, surround view camera technology, and telematics for a seamless user experience [2] - The system features a three-display configuration that enhances access to vehicle information, entertainment, and connectivity, while the integrated 360-degree camera system improves safety and maneuverability [2][3] Group 2: Market Trends and Strategic Importance - The automotive industry is transitioning from discrete systems to fully integrated digital platforms, with India being one of the fastest-moving markets in this shift [4] - This partnership exemplifies how strategic collaborations between OEMs can expedite the introduction of complex technologies and establish a foundation for software-defined vehicles [4] Group 3: Company Overview - Visteon is focused on advancing mobility through innovative technology solutions, aiming for a software-defined future with a product portfolio that includes digital cockpit innovations and integrated EV architecture solutions [5] - In 2024, Visteon reported annual sales of approximately $3.87 billion and secured $6.1 billion in new business, highlighting its strong market position [5]

Core Insights - Magna has expanded its strategic collaboration with NVIDIA to enhance OEM deployments on the NVIDIA DRIVE Hyperion platform, offering a comprehensive portfolio of system integration, validation, and vehicle launch services for NVIDIA's DRIVE AV stack [1][4] - This collaboration positions Magna as a leader in the automotive industry, combining NVIDIA's AI compute capabilities with Magna's expertise in system engineering and integration [2][4] Collaboration Details - Magna will provide platform launch and execution services for various levels of autonomy, specifically L2++, L3, and L4 systems, facilitating seamless deployment across these levels [1][11] - The partnership aims to accelerate the development and deployment of advanced assisted and automated driving systems, leveraging Hyperion-compatible hardware and deep system integration [4][11] System Integration Capabilities - Magna's role includes a flexible range of system responsibilities, such as system integration, verification, validation, safety approval, and deployment, particularly for high-performance compute ECUs and sensors [2][12] - The collaboration emphasizes thorough testing and global rollout support to ensure quality and safety expectations are met during the introduction of the platform [12] Industry Positioning - Magna's extensive global manufacturing and engineering footprint positions it well to support OEMs in launching advanced vehicle technologies [2][6] - The initiative reflects the growing ecosystem around AI-defined vehicles, highlighting the importance of advanced compute and perception technologies in enabling software-defined vehicle architectures [3][4]

Core Insights - Magna has announced an expansion of its strategic collaboration with NVIDIA to enhance OEM deployments on the NVIDIA DRIVE Hyperion platform, offering a comprehensive portfolio of system integration, validation, and vehicle launch services for NVIDIA's DRIVE AV stack [1][2] Group 1: Collaboration and Services - The collaboration aims to support OEMs in deploying L2++, L3, and L4 autonomy systems, facilitating seamless integration across various levels of vehicle autonomy [1][6] - Magna's expertise in system engineering and integration, combined with NVIDIA's AI compute capabilities, positions the company as a leader in the automotive industry [2][4] - The partnership will enable automakers to achieve complete, integrated systems at scale, accelerating the development and deployment of advanced assisted and automated driving systems [2][4] Group 2: System Integration and Validation - Magna will provide a flexible range of system responsibilities, including system integration, verification, validation, safety approval, and deployment, particularly for high-performance compute ECUs and sensors [3][7] - The collaboration emphasizes the importance of thorough testing and global rollout support to ensure quality and safety expectations are met [7] Group 3: Industry Position and Future Plans - Magna's expanded support for NVIDIA DRIVE Hyperion reflects the growing ecosystem around AI-defined vehicles, highlighting the need for advanced compute and perception technologies in software-defined vehicle architectures [4][3] - Both companies plan to continue their collaboration to support future vehicle platforms and advance automotive technologies [4]

RT phil beisel (@pbeisel)It is striking (though not surprising) how poorly legacy automakers have invested in their future. Technology is reshaping transportation at an accelerating pace, yet most incumbents are not playing to win. They are playing to delay.Their first failure was cultural and structural: a broad rejection of the EV transition. By any rational measure, legacy OEMs could have simplified their product lines, collapsed complexity, lowered costs, and built more efficient vehicles. Instead, prog ...

Core Insights - General Motors (GM) is focusing on increasing revenues from software and services, generating nearly $2 billion year-to-date from offerings like OnStar and Super Cruise [1][9] - GM ended Q3 2025 with 11 million OnStar global subscribers, a 34% year-over-year increase, and expects to exceed 12 million by year-end [2][9] - The company is developing a next-generation software-defined vehicle platform aimed at reducing complexity and creating new revenue streams [3][4][9] Financial Performance - GM's deferred revenues rose 14% from Q2 2025 to almost $5 billion [1] - The company anticipates $200 million in Super Cruise revenues for 2025 [2] Competitive Landscape - Chinese EV makers, such as NIO and XPeng, are also enhancing their software-defined vehicles to unlock recurring revenues [5][6][7] - NIO is upgrading its NIO World Model platform to improve vehicle capabilities and build recurring revenue streams [6] - XPeng is focusing on its advanced XNGP system to drive long-term revenue through subscription-based software features [7] Stock Performance - GM shares have increased by 70% over the past six months, outperforming the industry growth of 48.2% [8] - GM currently trades at a forward price-to-sales ratio of 0.42X, lower than the industry average and its own five-year average [11]