Livestream: Qualcomm Automotive Investor Day 2022

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Qualcomm invites you to join us for Automotive Investor Day, live from the Classic Car Club Manhattan in Hudson Yards on September 22, 2022 at 3PM Eastern. Qualcomm executives will discuss how the Snapdragon Digital Chassis enables the transformation of the automobile. The livestream will include a live Q&A following the discussion.

Qualcomm is partnering with industry-leading automakers to drive the next generation of connected vehicles. Together, Qualcomm and automakers are redefining the driving experience with the Snapdragon Digital Chassis, a set of integrated platforms that make connected vehicles a reality. With car-to-cloud, C-V2X, Snapdragon Auto Connectivity, Snapdragon Ride and more, the Snapdragon Digital Chassis is driving the auto industry’s transition to intelligent, more connected vehicles.

Tune in to the livestream to learn more about the benefits of the Snapdragon Digital Chassis for automakers, and how Qualcomm is empowering automakers to create next-generation vehicles that are smarter, safer, and more connected.

Disclaimer and Cautionary Note Regarding Forward-Looking Statements

Learn more about Qualcomm Automotive Investor Day:

Explore all automotive solutions from Qualcomm, including the Snapdragon Digital Chassis:

Learn more about the connected car in the 5G era:

0:00 Stream Start
0:08 Welcome to the edge of possible
1:20 Introduction from Mauricio Lopez-Hodoyan, VP, Investor Relations, Qualcomm
2:28 Introduction from Cristiano Amon, President & CEO, Qualcomm
4:19 “Creating a world where everything is connected.”
6:19 Qualcomm One Technology Roadmap
9:12 Qualcomm Artificial Intelligence Roadmap
11:20 Accelerating the digital transformation of automotive
16:33 Mary Barra, CEO, General Motors
17:26 Updating the Automotive Design Win Pipeline to $30B
19:10 Qualcomm creates ecosystems
21:22 Carlos Tavares, CEO, Stellantis
23:12 Opening Remarks from Nakul Duggal, SVP & GM, Automotive, Qualcomm
25:21 The paradigm shift in automotive
31:45 “Snapdragon Digital Chassis integrates all of the essential technologies”
35:29 Yuanli Wang, CTO, Great Wall Motors
37:12 The leader in auto connectivity
42:02 Ola Källenius, CEO, Mercedes-Benz Group AG
43:01 Snapdragon Cockpit Platform
49:46 Patrick Brady, VP Engineering, Android, Google
51:33 David Limp, SVP, Devices & Services, Amazon
53:24 Snapdragon Ride Platform: ADAS/AD
1:01:48 Snapdragon Ride System-on-Chip
1:03:04 Snapdragon Ride Vision System
1:04:47 Snapdragon Ride Automated Driving Stack
1:06:21 Oliver Zipse, CEO, BMW
1:08:01 Co-developing with BMW
1:09:05 Continuing the paradigm shift in automotive
1:10:01 Snapdragon Ride Flex SoC portfolio
1:12:47 Incremental long-term opportunities
1:14:13 Toshihiro Mibe, CEO, Honda
1:15:54 Opening Remarks from Akash Palkhiwala, CFO, Qualcomm
1:17:21 Automotive achievements from Qualcomm
1:19:26 Automotive TAM for Qualcomm
1:23:27 Automotive revenue milestones
1:25:58 QTL automotive licensing
1:27:16 Conclusion from Akash Palkhiwala
1:28:29 Start Q&A
1:29:15 Recurring Revenue Streams
1:30:12 TAM estimate
1:32:04 Domain Controllers
1:33:19 Portfolio Standardization from Automakers and Supplier Redundancy
1:37:07 “CEOs have to make the right choice on platform and then build on the platform”
1:37:23 RF Opportunity, Central CPU architecture, and Mapping
1:39:16 “Performance per watt is a non-negotiable requirement.”
1:39:59 RF Components of the TAM
1:40:40 Mapping Answer
1:41:11 Qualitative comments on macro-economic climate
1:42:36 Capability to address and requirements for autonomous capabilities
1:43:56 Competition in the automotive industry
1:48:08 Services strategy business model
1:50:12 Export restrictions and ARM licensing model
1:52:01 Additional TAM and design win pipeline details
1:52:21 What’s the larger connectivity opportunity for Qualcomm?
1:54:16 Closing remarks
1:55:17 End stream

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