Core Viewpoint - The article discusses the competitive landscape of cockpit chips in the automotive industry, highlighting Qualcomm's dominance and the emerging opportunities for domestic manufacturers like MTK, Huawei, and others in the context of cost and localization advantages. Group 1: Qualcomm's Dominance - Qualcomm's cockpit chip, the Snapdragon 8797, supports cabin and driving integration, establishing strong partnerships with major global automakers, including luxury brands like Mercedes and BMW, as well as new players like Li Auto and NIO [2][3]. - The collaboration creates a positive feedback loop where automakers rely on Qualcomm's performance, Tier 1 suppliers adapt to Qualcomm's solutions, and developers optimize applications around Qualcomm's ecosystem [3][4]. - Despite its strong position, Qualcomm faces challenges from domestic competitors who are increasing their market share, with companies like Chipone and Huaqin making significant inroads [3][4]. Group 2: Competitive Landscape - Domestic manufacturers are leveraging cost advantages and localized services to penetrate the market, with MTK's chips like the MT8676 and MT8678 offering competitive pricing and features [15][16]. - The market share of domestic cockpit chip manufacturers is projected to rise from under 3% in 2023 to over 10% in 2024, indicating a significant shift [36]. - MTK's strategy includes targeting entry-level markets, where cost advantages are most pronounced, and it is expected to capture over 30% market share by 2025 [18][36]. Group 3: Challenges in Cabin-Driving Integration - The integration of cabin and driving functions is seen as a critical step towards achieving centralized computing architecture in vehicles, but it presents significant technical and organizational challenges [21][24]. - Different safety standards for cabin and driving systems complicate the integration process, requiring higher levels of certification and increasing development costs [25][26]. - The complexity of developing a true cabin-driving integration chip involves balancing various technical requirements, which can lead to internal conflicts within organizations [30][31]. Group 4: Future Outlook - The future of cockpit chips will likely see a division where domestic manufacturers focus on the Chinese market while Qualcomm maintains its stronghold in the global high-end market [39]. - Companies that can combine localized services with global compatibility will have greater growth potential in the evolving automotive landscape [39].

Core Insights - The 2025 Qilu Autumn Auto Show was held from September 4 to 8 at the Shandong International Convention and Exhibition Center, featuring various awards including the Annual Honor Brand Award and the Best Partner Award [1] - Chery's Fengyun A9L was awarded the Fengyun Model Award at the auto show, highlighting its recognition in the market [1] Company Highlights - Chery introduced the Fengyun A9L as a significant new model, emphasizing "luxury comfort + strong performance" with dimensions of 5018mm x 1965mm x 1500mm and a wheelbase of 3000mm, providing spacious interior comfort [3] - The interior features Nappa leather seats and a 15.6-inch 2K central control screen, enhancing the technological experience for users [3] - The vehicle is powered by the Kunpeng Super Energy Electric Hybrid CDM 6.0 system, achieving a 0-100 km/h acceleration in 4 seconds for the four-wheel-drive version, showcasing its performance capabilities [3] Market Performance - Since its launch, the Fengyun A9L has received consumer recognition with over 10,000 units delivered, indicating strong demand [5] - Chery is offering various promotional policies at the auto show to attract more customers to their booth [5]