Core Insights - The penetration rate of new energy vehicles in China is expected to approach 60% this year, with intelligent experience becoming a crucial factor for consumers when purchasing cars [1] - The automotive industry is transitioning from the electrification phase to the intelligent phase, with the government emphasizing the development of smart connected new energy vehicles [1] - The Qualcomm Automotive Technology and Cooperation Summit showcased the latest intelligent vehicles, highlighting the industry's focus on smart vehicle development [2] Industry Trends - The summit featured over 40 demonstration vehicles and more than 60 partners, indicating a strong momentum in the intelligent automotive sector [2] - Qualcomm's Chairman in China noted that smart connectivity has significantly accelerated the commercialization of new energy vehicles, particularly benefiting Chinese automakers [2] - The adoption rate of Level 2 and above advanced driver-assistance systems (ADAS) is projected to reach 65% this year, with expectations to exceed 90% by 2030 [2][3] Technological Developments - The automotive industry is increasingly exhibiting semiconductor characteristics, with the importance of chips growing in intelligent cockpits, smart driving, and vehicle domain control systems [5] - The collaboration between automakers and chip manufacturers is crucial for enhancing product development speed and functionality [5][6] - The integration of smart cockpit technologies is a significant challenge, as automakers aim to create a cohesive user experience with multiple screens [4] Market Dynamics - The development of smart connected vehicles is becoming a key strategy for local governments to foster new productive forces [9] - Suzhou's Xiangcheng District is emerging as a hub for new energy-related enterprises, focusing on automotive electronics and chips [9] - The rapid technological innovation and product iteration in China's automotive sector are reminiscent of the early mobile phone industry, suggesting potential for significant global market success [9]

2025年，中国新能源汽车渗透率预计将达60%，同时智能化体验成为消费者购车的重要考虑 因素。汽车行业正从电动化上半场，进入智能化下半场。 汽车产业被视为工业经济稳增长的"压舱石"。今年《政府工作报告》提出"大力发展智能网联 新能源汽车"。电动化、智能化、网联化、共享化四个关键词，擘画出汽车行业的未来"蓝 图"。其中，智能化堪称"C位"担当。于6月26日-27日举行的2025高通汽车技术与合作峰会 现场，吸引一大批行业领先企业参会，展示数十台最新款智能汽车，成为观察新能源汽车智 能化发展潮流的一扇窗口。 汽车智能化发展势头强劲 40多台演示车辆、60多个合作伙伴、50多场专题演讲……本届高通汽车技术与合作峰会 以"我们一起，行稳智远"为主题，参与厂商数量、现场体验等方面都有新的突破，与会嘉宾 深入探讨智能汽车产业的未来发展趋势和合作机遇。 高通公司中国区董事长孟樸认为，因为有了智能网联，大大加速了新能源汽车商业化进程。 高通在智能网联汽车方面，无论是利用5G实现车辆的连接，还是在智能座舱、驾驶辅助等领 域，都能够为汽车厂商，特别是中国的车企进入市场并快速迭代产品，起到非常重要的推动 作用。 提及汽车智能化，大 ...

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]

【环球网科技综合报报道 记者 心月】2025年6月26日-27日，"2025高通汽车技术与合作峰会"在苏州召开。峰会以"我们一起，行稳智远"为主题，聚焦智能 汽车产业未来发展新热点、新趋势和新机遇。高通中国区董事长孟樸在主论坛致辞中强调，高通将依托"连接+计算+AI"核心优势，通过骁龙数字底盘解决 方案，推动汽车从"机械工程产品"向"智能移动终端"跃迁，加速推动驾驶辅助、舱驾融合等关键技术普惠。 骁龙数字底盘推动行业智能化变革 孟樸在致辞中多次提及"我们在一起"的合作理念，强调高通将以苏州峰会为新起点，与中国汽车产业伙伴并肩探索智能出行未来，携手中国汽车产业伙伴， 打造更加稳健、紧密的生态网络，在中国这片创新热土上书写智能出行的新篇章。 以下为孟樸发言实录： 尊敬的各位领导、各位嘉宾、合作伙伴，媒体和分析师朋友们，大家上午好！ 很高兴与各位再次相聚苏州，共同开启今年的"高通汽车技术与合作峰会"。我谨代表高通公司，对各位的到来，致以最热烈的欢迎和最诚挚的感谢！同时， 也特别感谢苏州市及相城区有关部门和领导对本次峰会的鼎力支持，让我们得以在这座充满活力的城市，共绘智能出行的未来蓝图。 本次峰会的主题是 "我们一起 ...

Core Viewpoint - Intel has abruptly decided to shut down its automotive business, which was previously seen as a significant growth opportunity, indicating a strategic retreat in response to financial pressures and competitive challenges in the automotive semiconductor market [1][10][23]. Group 1: Business Decision and Leadership Changes - Intel's automotive division, once considered a key growth area, is being closed under the leadership of new CEO Lip-Bu Tan, who has initiated a company-wide restructuring to focus on core businesses [8][10]. - Jack Weast, a prominent figure in Intel's automotive strategy, had recently relocated to China to spearhead the automotive initiative but has now returned to the U.S. following the decision to cut the division [9][22]. Group 2: Financial Performance - Intel reported a net loss of $821 million in Q1 2025, with total revenue declining over 30% from 2021 to 2024, and the foundry business losing $7 billion in 2023 [10][11]. - The automotive division, defined as a "small-scale business," has not generated sufficient revenue to justify its continued operation amid the company's financial struggles [11][18]. Group 3: Competitive Landscape - The automotive semiconductor market is highly competitive, dominated by companies like Qualcomm and NVIDIA, making it difficult for Intel to establish a foothold [19][20]. - Local Chinese companies, such as SemiDrive and SiEngine, are gaining traction in the market, further complicating Intel's position [20]. Group 4: Strategic Shift - Intel's decision to exit the automotive chip market reflects a broader strategy to focus on its core data center and client computing businesses while retaining control over Mobileye, a leader in advanced driver-assistance systems (ADAS) [23][24]. - The shift from being an operator in the automotive space to a more focused investor in specialized segments indicates a strategic realignment in response to market dynamics and geopolitical risks [24][25].