出品丨虎嗅汽车组 作者丨李赓 头图丨视觉中国 从历史经验看，高通在特定赛道的表现，最终"决定权"往往不在自己手里：在智能手机的黄金十年，是三星、小米们的极致探索，成就了骁龙的霸主地 位；而在PC市场，微软与传统软件生态的步调迟疑，也让高通的Windows on ARM战略至今未能真正突破。 当战场转移至智能汽车，"决定者"的角色再次出现，顺势落在了中国汽车行业众多的智驾参与者头上。 中国智驾伙伴，推着高通往前走 6月底，高通再次在苏州举办了"汽车技术与合作峰会"。 在这场活动上，一幅完整的中国智能汽车产业图谱被精准地呈现出来。与会者名单本身就是一份宣言：从零跑、上汽通用、北汽等整车厂，到卓驭、 Momenta、元戎启行与博世这样的核心一级供应商 （Tier1） ，再到几乎覆盖所有细分领域的软件合作伙伴，高通的座上宾囊括了产业链的每一个关键 角色。 然而，与智能手机时代高通定义行业范式、引领技术演进的"固定模式"不同，进入智能驾驶时代：中国合作伙伴的力量变得更加强大，反倒成为了整个 生态的主要推动者。 一个最明显的迹象，在于一众中国合作伙伴在实际解决方案打造过程中的引领作用。 举一个核心例子。 此前，高通汽车业 ...

Core Insights - Qualcomm's historical performance in specific sectors often depends on external players, as seen in the smartphone era where companies like Samsung and Xiaomi propelled Snapdragon's dominance [1] - In the smart automotive sector, the decision-making power has shifted to numerous Chinese automotive participants, indicating a change in the ecosystem dynamics [2][8] Group 1: Qualcomm's Position in the Automotive Industry - Qualcomm hosted an "Automotive Technology and Cooperation Summit" in Suzhou, showcasing a comprehensive map of the Chinese smart automotive industry with key players from various segments [6][7] - Unlike the smartphone era where Qualcomm defined industry standards, in the smart driving era, Chinese partners have become the main drivers of the ecosystem, leading in the development of practical solutions [8] - The recent Snapdragon 8797 chip represents a shift from Qualcomm's previous product positioning, serving as a flexible "integrated central computing platform" rather than a purely smart driving chip [12] Group 2: Competitive Landscape and Market Dynamics - The Snapdragon 8797 chip boasts an estimated sparse equivalent computing power exceeding 700 TOPS, meeting the performance needs for both cockpit and smart driving applications [13] - Chinese partners are pushing for stronger AI performance, with some opting to use the more powerful 8797 chip for cockpit solutions instead of the newly released 8397 [14][15] - Xiaomi's approach is notably radical, integrating the consumer-grade Snapdragon 8 Gen 3 chip into the cockpit and deeply combining it with NVIDIA's Thor chip, highlighting a trend towards cross-brand chip integration [17][22] Group 3: Market Challenges and Opportunities - Qualcomm's product rollout speed is not industry-leading, with the Snapdragon 8797 expected to enter mass production in early 2026, lagging behind competitors [23] - Despite challenges in software support compared to NVIDIA, Qualcomm's partners can leverage their capabilities to fill gaps, allowing Qualcomm to focus on chip design and production [25] - The current market landscape shows that Qualcomm's mid-tier products, such as the 8620 and 8650, are gaining traction as mainstream options, driven by the cost-effectiveness of combining Qualcomm hardware with Chinese partners' software [26][28] Group 4: Innovation and Strategic Shifts - The intense competitive environment in China is fostering innovation, compelling all participants, including chip giants, to adopt more agile and market-responsive development models [34] - Major global players are increasingly focusing on the Chinese market, with strategies evolving to operate independently within China while developing competitive products for the global market [36] - The collaboration between companies like GAC Toyota and local partners such as Huawei and Xiaomi signifies a broader trend of integrating local resources to enhance competitiveness in the automotive sector [35]

人民网上海4月27日电 （焦磊）智能化作为消费者最关注、最具体验性的领域之一，成为许多供应商向 消费者直面展示技术与能力的机会。在2025上海车展现场，高通携手中国汽车产业伙伴，带来在关键技 术落地、智能体验升级以及产业生态共建方面的最新成果，展示高通在推动驾驶辅助普及、拓展座舱创 新边界以及加速舱驾融合发展方面的布局。 随着汽车产业智能化进程不断深入，驾驶辅助正逐渐成为智能汽车发展的焦点。相关数据显示，2024年 中国乘用车市场L2级乘用车在新车中的占比为59.7%。随着汽车行业将更加先进的驾驶辅助功能逐步渗 透到更多层级、更低价位段的车型，如何在性能、能效与成本之间寻求最优平衡，成为加速推动驾驶辅 助普及的关键。 据悉，高通打造的Snapdragon Ride平台以多款SoC、加速器、丰富的软件和软件栈、以及可实现高度可 扩展且模块化的开放可编程架构，为不同阶段的驾驶辅助系统和面向不同价位段市场的车型提供性能、 能效和成本的解决方案，降低合作伙伴产品开发的复杂性并加快商用。同时，高通为汽车制造商提供了 多样化选择，提供覆盖包括单独的座舱方案、驾驶辅助方案和舱驾一体平台在内的具有灵活性和可扩展 性的产品支持 ...