Qualcomm once again "bet" on Zhongke Chuangda to challenge the full stack solution of intelligent driving software and hardware

With NVIDIA 、 Horizon has set up an intelligent driving computing platform in the Chinese market 「 Market substitution war 」, As a latecomer, Qualcomm , I can't sit still . This global mobile chip giant only got the smart driving fixed point of Great Wall in the Chinese market .

at present , NVIDIA has got Wei Lai in the Chinese market 、 Ideal 、 Xiao peng 、 saic 、 Orders for advanced intelligent driving platforms from BYD and other customers , And the horizon is to get the ideal 、 changan 、 saic 、 BYD 、 Orders from car companies such as Hongqi .

For Qualcomm , At the smart driving track , There are fewer and fewer short-term opportunities in the Chinese market . And behind NVIDIA , There are such Chinese mainland as Desai Xiwei Tier1 giant , There is also a huge ecosystem of local intelligent driving solution providers behind the horizon .

Qualcomm chose Zhongke Chuangda again .

7 At the beginning of , Qualcomm China official official account disclosed , Suzhou Changxing Zhijia Automobile Technology Co., Ltd （ hereinafter referred to as “ Changxing Zhijia ”） Announced the acquisition of Qualcomm venture capital , It will support the R & D investment in the core technology of Changxing intelligent driving and automatic driving 、 High quality mass production and talent system construction .

This subsidiary company invested and established by Zhongke Chuangda , A product provider focusing on the computing platform for autopilot domain controllers , Develop software platform and domain control hardware platform . at present , Zhongke Chuangda is also one of the main partners of Qualcomm cockpit solutions in the Chinese market .

meanwhile , Unlike Zhongke Chuangda, which focuses on software , Changxing smart drive will also participate in the design of smart drive domain control hardware 、 Development , At present, it has launched a platform based on Qualcomm 8540 The first self driving domain controller product of the chip , The main L2++ Grade market .

Besides , Changxing Zhijia will also be 2024 Launched in based on Qualcomm QC8650 Zhongsuanli intelligent driving domain control products built by the platform and based on QC8795 The first high-performance computing platform product created by the platform , And in 2025 Years ago, it completed multi platform 、 Full coverage product layout .

And Changxing Zhijia has changed the strategy of Zhongke Chuangda to focus on software in the past , It is also a self transformation .

Zhongke Chuangda is from 2013 In, it began to lay out the intelligent Internet connected vehicle business ,2016 - 2020 The annual compound annual growth rate is as high as 102%. The proportion of automobile business income in the company's business income has also increased year by year , from 2016 Year of 5.45%, Up to the 2020 Year of 29.31%.

2021 year , The proportion of the company's intelligent Internet connected vehicle business revenue increased slightly to 29.66%. But apparently , Even if the revenue of the automobile business increased by more than 50%, However, there has been a bottleneck in the growth of business proportion . For the growth potential of existing software business , The company has also made a lot of contradictory statements .

at present , The company's automobile business customers are mainly well-known automobile manufacturers and first-class parts suppliers at home and abroad , Provide software development 、 Technical services and software licensing business , Has more than one in the world 200 A smart Internet connected car customer .

according to 2021 In, the company's automobile business revenue 12.24 Billion calculation , The average unit price of customer cooperation is only 612 Ten thousand yuan . among , The labor cost has basically remained at... For the past three years 50% Left to right ratio , Much higher than hardware vendors .

2021 year 11 month , Zhongke Chuangda announced that it and Beijing Jiacheng Hehua Technology Co., Ltd., an enterprise controlled by Zhao Hongfei, the actual controller of the company, jointly funded the establishment of an intelligent driving platform company （ Suzhou Changxing Zhijia ）, Based on Qualcomm Snapdragon Ride Intelligent driving platform R & D domain controller （ Software and hardware integration platform ）.

thereafter , SAIC and TTTech Zhang Ping, general manager of the joint venture Chuangshi Zhijia, joined Changhang Zhijia as CEO, Its external expression , On the one hand, automatic driving in the future is a software computing platform , On the other hand is the big computing power chip （ Hardware ）.

It means , On the domain controller , Zhongke Chuangda no longer only focuses on Software . And past partners Tier1, Also became “ concurrence ” Relationship . The hardware can help Zhongke Chuangda continue to increase the scale of automotive business revenue in a short time .

The monitoring data of Intelligent Automobile Research Institute of Gaogong shows that ,2021 In the year, the insurance volume on the standard front mounted domain controller of new cars in the Chinese market was 142.37 Ten thousand units , among , The intelligent driving domain controller is 52.83 Ten thousand units , The intelligent cockpit domain controller is 89.53 Ten thousand units , Both achieved substantial year-on-year growth .

For Qualcomm , With NVIDIA 、 Horizon competition , It's also about software . at present , NVIDIA is based on CUDA Development kit for 、 Software library , The horizon also has “ Heavenly Stems ”AI Development platform , Including the actual scene oriented AI A complete set of tools for algorithm and application development , Maximize the convenience of personalized application development for customers .

Qualcomm is also constantly strengthening its software output capabilities .

This year, 4 month 1 Japan , Qualcomm from private equity SSW Partners Acquired in hand Veoneer Its software department Arriver, The core is the perception and driving strategy software stack , Thus, it can directly provide chips for car enterprises （ Calculate the force ）+ perception + Complete software stack for decision making .

Then , Qualcomm announces AI Software stack portfolio , This is facing OEM A complete set of for vendors and developers AI Solution , It covers a wide range of intelligent networking edge products , Including smartphones 、 automobile 、XR、 Calculation 、 Internet of things and cloud platform .

This software stack support includes TensorFlow、PyTorch and ONNX Within AI Framework and mainstream runtimes, And developer libraries and services 、 Systems software 、 Tools and compilers , So that any single terminal oriented development AI Features can be quickly deployed on other terminals .

It means , Changxing smart drive has become Qualcomm's leading player in China's smart drive market 「 Bridgehead 」, Through equity participation , Indirectly provide full stack software and hardware solutions for Chinese OEMs . And Zhongke Chuangda used to be Tier1 The delicate relationship of , It is also further transformed into a competitive relationship .

meanwhile , The battle for intelligent cockpit computing platform has also begun . This is for Zhongke Chuangda, which has achieved rapid growth in automotive software business by relying on cabin dividends in the past few years , It is an uncertain risk .

One side , In terms of joint venture brand customers , Ying Wei Da 、 Intel in particular AMD（ At the end of last year, we officially got on Tesla ） And other peers still have certain challenge ability . however , Qualcomm in performance （ Including power consumption under the same performance ） Especially the layout of high, middle and low product lines , The cost reduction advantage is obvious .

And in terms of independent brands , Xinchi Technology 、 Core engine technology 、MTK Wait for manufacturers to be cost-effective 、 Localization ecology （ Customer relationship ） And flexibility , Also cannot be underestimated . among , Xinchi Technology 、 Core engine technology and other suppliers are also deploying smart cockpits 、 Intelligent driving and MCU product line .

In terms of mass production of front loading , such as , Xinqing technology made its debut last year 7nm Intelligent cockpit chip , It is expected to mass produce cars this year ; The cockpit chips of Centrino technology will also be in Chery 、 New models of SAIC and other brands are mass produced .

obviously , For Qualcomm , The Chinese market is only part of its global strategy , After all, the smart driving projects we got before are mainly BMW 、 The public 、 Overseas brands represented by General Motors .

But for Zhongke Chuangda , The Chinese market is the key first step .2021 In, the company's business revenue from China's local market accounted for more than 60%.

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