Core Insights - The traditional consumer electronics component suppliers are increasingly entering the automotive industry due to the ongoing wave of new energy [2] - Qualcomm's Snapdragon digital chassis solution is driving the transformation of vehicles from mechanical engineering products to intelligent mobile terminals, focusing on connectivity, computing, and AI [2] - The Snapdragon Ride platform supports various driving assistance and cockpit integration features, which are essential for automotive companies to compete in the future [2] Group 1: Qualcomm's Automotive Solutions - Qualcomm has supported over 210 vehicle models from various Chinese automotive brands in the past two years using the Snapdragon digital chassis [2] - The Snapdragon Ride platform includes specific chips for urban and highway navigation assistance, as well as a unique platform that supports both digital cockpit and ADAS functionalities [2][4] - The Snapdragon Ride Elite version supports over 40 cameras and multimodal sensors for AI-based sensor fusion, enabling precise 360-degree external coverage [4] Group 2: Industry Adoption and Collaboration - More than 20 automotive companies have announced or are developing models with ADAS features based on the Snapdragon Ride platform, including major global and Chinese automakers [5] - The platform's flexible architecture allows automotive manufacturers to run both digital cockpit and driving assistance functions on the same SoC, facilitating integrated electronic and electrical architecture [4] - Generative AI is utilized in the Snapdragon Ride platform to personalize settings based on driver behavior and preferences, enhancing the driving experience [4]

随着先进驾驶辅助系统(ADAS)技术不断成熟，消费者对高速和城市通勤场景下驾驶辅助体验的期待提升，L2级高速NOA与城市NOA加 速渗透，带动域控方案对前视一体机方案的替代，并推高中高算力SoC需求。Canalys(现并入Omdia)预计，2025年中国市场L2级及以上功 能渗透率将达62%，较2024年显著提升，高速NOA与城市NOA分别达到10.8%和9.9%。 Canalys预计2027–2028年，城市NOA增速将反超高速NOA，市场结构快速演变，将重塑SoC竞争格局。基于当前表现与节奏判断，高通 凭借Snapdragon Ride平台(包括骁龙8650、8620和8775等SoC)在产品性能与市场落地的表现，已连续两年位列Canalys中国ADAS SoC领导 力矩阵的"冠军阵营"。 驾驶辅助普及加速：市场倾向于平台化、性能和成本最优平衡SoC厂商 这一策略对SoC产品的平台化能力、算法复用效率以及端到端的交付能力提出了更高要求。同时，主机厂产品迭代节奏明显加快，小改 款车型频繁推出以应对市场竞争，这使得主机厂对SoC厂商的工具链完整度、FAE(现场应用工程师)服务响应能力和算法支持强度提出了 更加 ...

随着先进驾驶辅助系统（ADAS）技术不断成熟，消费者对高速和城市通勤场景下驾驶辅助体验的期待提升， L2级高速NOA与城市NOA加速渗透，带动域控⽅案对前视一体机⽅案的替代，并推高中高算力SoC需求。 Canalys（现并入Omdia）预计，2025年中国市场L2级及以上功能渗透率将达62%，较2024年显著提升，高速 NOA 与城市NOA 分别达到10.8%和9.9%。预计2027–2028年，城市NOA增速将反超高速NOA ，市场结构快 速演变，将重塑SoC竞争格局。基于当前表现与节奏判断，高通凭借Snapdragon Ride平台（包括骁龙8650、 8620和8775等SoC）在产品性能与市场落地的表现，已连续两年位列Canalys中国ADAS SoC领导力矩阵的 "冠 军阵营"。 当前， 驾驶 辅助 普及加速 ： 市场倾向于平台化、性能和成本最优平衡 SoC厂商 越来越多主机厂 在推进 驾驶辅助普及 进程中，选择 。 将中高阶ADAS功能下放⾄10-20万元主力⻋型 为抢占先机 ，以 ⽐亚迪、 吉利 奇瑞 和 红旗 为代表的主流主机厂 、 采取 跨平台 的 驾驶 辅助 ⽅案 排布策略 ，系统性地推出 ...