1 00:00:02,520 --> 00:00:15,120 Speaker 1: Bloomberg Audio Studios, podcasts, radio news. Qualcom, Well, it's steering 2 00:00:15,200 --> 00:00:17,800 Speaker 1: deeper into the auto industry, teaming up with BMW to 3 00:00:17,920 --> 00:00:22,080 Speaker 1: debut it's new Snapdragon ride Pilot. It's an automated driving 4 00:00:22,079 --> 00:00:25,239 Speaker 1: platform designed to be safety and driver assistance. The system 5 00:00:25,360 --> 00:00:28,480 Speaker 1: is just being rolled out in the all new BMWIX three. 6 00:00:28,560 --> 00:00:31,319 Speaker 1: Let's bring in Qualcom CEO, Cristiano, I'm on for more. 7 00:00:31,480 --> 00:00:35,239 Speaker 1: You call it a revolutionary driver assistance system. How is 8 00:00:35,280 --> 00:00:36,760 Speaker 1: your software that different? 9 00:00:38,159 --> 00:00:42,360 Speaker 2: Look, We are incredibly excited about what we did with BMW. 10 00:00:42,440 --> 00:00:46,640 Speaker 2: It has been three years in development, focus on safety, 11 00:00:47,080 --> 00:00:49,279 Speaker 2: and it's different for a number of reasons. I think 12 00:00:49,280 --> 00:00:51,680 Speaker 2: the first one is one of the things you saw 13 00:00:51,720 --> 00:00:56,200 Speaker 2: about BMW I X three. It's the incredible range. So 14 00:00:56,240 --> 00:01:00,440 Speaker 2: when you talk about assistant driving in autonomy, to put 15 00:01:00,680 --> 00:01:07,480 Speaker 2: server class computing power in INTEL'ST cars, and with Qualcom technology, 16 00:01:07,640 --> 00:01:10,319 Speaker 2: there's no compromise. You have all the computing power, but 17 00:01:10,400 --> 00:01:13,560 Speaker 2: you still have efficiency on power consumption. You can get 18 00:01:13,560 --> 00:01:17,720 Speaker 2: incredible range. The second thing is scalable. It goes into 19 00:01:17,840 --> 00:01:19,959 Speaker 2: every tier car, so we're super excited about it. 20 00:01:21,120 --> 00:01:24,160 Speaker 3: Christiano. I've been studying the snap Dragon ride Pilot. The 21 00:01:24,319 --> 00:01:29,120 Speaker 3: sec architecture the software piece. This is highly analogous with 22 00:01:29,240 --> 00:01:33,120 Speaker 3: the camera based system that Tesla has right with FSD. 23 00:01:33,560 --> 00:01:37,080 Speaker 3: You just talked about it being scalable for that reason, 24 00:01:37,760 --> 00:01:39,280 Speaker 3: did you benchmark against that? 25 00:01:40,280 --> 00:01:47,360 Speaker 2: So two different important parts. First, the architecture is scalable, 26 00:01:47,560 --> 00:01:54,000 Speaker 2: starting from basic level ADS all the way to multiple 27 00:01:54,080 --> 00:01:57,680 Speaker 2: cameras and multiple sensors for you to do navigation on 28 00:01:57,760 --> 00:02:01,880 Speaker 2: autopilot and the urban environment and high wain environments. That 29 00:02:02,040 --> 00:02:07,240 Speaker 2: means it can scale to entre level AIDA systems and 30 00:02:07,480 --> 00:02:11,360 Speaker 2: entry level cars all the way to the full cupabilities. 31 00:02:11,680 --> 00:02:14,080 Speaker 2: The other thing is has been certified now in sixty 32 00:02:14,120 --> 00:02:18,280 Speaker 2: countries and going. It is launching and a lot of 33 00:02:18,320 --> 00:02:20,680 Speaker 2: people will be able to see the performers. Actually, we're 34 00:02:20,840 --> 00:02:24,080 Speaker 2: super excited for people to see how it performs. And 35 00:02:24,120 --> 00:02:26,600 Speaker 2: one thing that is great about this we've done this 36 00:02:26,639 --> 00:02:30,600 Speaker 2: with BMW, but it's available for the entire industry, every OEM. 37 00:02:30,760 --> 00:02:33,560 Speaker 2: We'll be able to use it and BMW inn welcome. 38 00:02:33,600 --> 00:02:35,839 Speaker 2: We want that and people will be able to see 39 00:02:35,880 --> 00:02:38,200 Speaker 2: it compare and I think that's a great opportunity. 40 00:02:38,919 --> 00:02:41,400 Speaker 3: You know, my question was one of sort of an 41 00:02:41,440 --> 00:02:44,160 Speaker 3: academic one because it's the argument of a camera based 42 00:02:44,200 --> 00:02:47,799 Speaker 3: only system from an economic standpoint versus also including lidar 43 00:02:47,880 --> 00:02:51,160 Speaker 3: and radar. But you're super focused on the compute, not 44 00:02:51,240 --> 00:02:54,440 Speaker 3: just performance but energy usage of the compute. Could you 45 00:02:54,480 --> 00:02:57,000 Speaker 3: talk a little bit about how you engineered to that level. 46 00:02:58,200 --> 00:03:05,040 Speaker 2: Yes, Qualcom dna ED is it's about efficient computing because 47 00:03:05,080 --> 00:03:09,120 Speaker 2: we design all of our chips assuming there's a battery 48 00:03:09,240 --> 00:03:11,200 Speaker 2: on the other side, it's not plugged to the wall. 49 00:03:11,280 --> 00:03:13,639 Speaker 2: So I think you have the benefit of a lot 50 00:03:13,639 --> 00:03:17,120 Speaker 2: of the Qualcom energy efficiency compute, and you have the 51 00:03:17,160 --> 00:03:19,600 Speaker 2: ability to get a lot of the computing power required 52 00:03:19,600 --> 00:03:24,359 Speaker 2: in an architecture that's actually incredibly efficient from a thermal 53 00:03:24,480 --> 00:03:27,480 Speaker 2: management and from a power management. The second thing to 54 00:03:27,520 --> 00:03:30,480 Speaker 2: fully answer your poer question is you do have the 55 00:03:30,520 --> 00:03:34,359 Speaker 2: capabilities to do navigates on autopilot in urban and high 56 00:03:34,480 --> 00:03:38,920 Speaker 2: environments even if you have complex sensors or cameras and radars. 57 00:03:39,560 --> 00:03:42,240 Speaker 1: Chris, you want to push us forward because your real 58 00:03:42,400 --> 00:03:46,480 Speaker 1: focus on auto has been one of diversification of Qualcom 59 00:03:46,520 --> 00:03:50,040 Speaker 1: more broadly. Of course, the auto sector has its trials 60 00:03:50,080 --> 00:03:52,480 Speaker 1: and tribulations. How much is this going to drive growth 61 00:03:52,520 --> 00:03:54,440 Speaker 1: for you for the business in the longer. 62 00:03:54,320 --> 00:03:57,680 Speaker 2: Term, Caroline, that's a great question. Remember we talked about 63 00:03:57,680 --> 00:04:01,320 Speaker 2: our pipeline of forty five billion dollars in automotive, which 64 00:04:01,400 --> 00:04:05,120 Speaker 2: is kind of translating into revenue. We see quarter after 65 00:04:05,200 --> 00:04:10,880 Speaker 2: quarter record revenue for Qualkon, especially because it's not about 66 00:04:10,920 --> 00:04:13,840 Speaker 2: moving with the size of the market. Is moving into 67 00:04:14,000 --> 00:04:17,080 Speaker 2: share as new cars or a lounge for technology. The 68 00:04:17,080 --> 00:04:23,000 Speaker 2: pipeline is converting. And I look at this stack that 69 00:04:23,120 --> 00:04:26,560 Speaker 2: we're launching on the Snapdragon right pilot with BMW. Is 70 00:04:26,800 --> 00:04:29,360 Speaker 2: we look at that as an opportunity for expansion in 71 00:04:29,400 --> 00:04:34,280 Speaker 2: the forty five billion pipeline. One third of that is ADS, 72 00:04:34,760 --> 00:04:38,800 Speaker 2: and it's included, of course, the BMW project, but now 73 00:04:38,880 --> 00:04:40,719 Speaker 2: other OEMs can use it, and that's going to be 74 00:04:40,839 --> 00:04:43,479 Speaker 2: upside on the forty five billion pipeline. 75 00:04:44,600 --> 00:04:47,479 Speaker 3: Christiano last night that the President hosts a number of 76 00:04:47,520 --> 00:04:50,640 Speaker 3: technology leaders at the White House. I believe you're invited, 77 00:04:50,680 --> 00:04:54,080 Speaker 3: but I'm able to attend. And his message is very simple, 78 00:04:54,200 --> 00:04:57,520 Speaker 3: tariffs are coming specific to chips, but those that invest 79 00:04:57,560 --> 00:05:00,560 Speaker 3: in America will be spared. How is far come thinking 80 00:05:00,600 --> 00:05:02,839 Speaker 3: about that? You know, a lot of emphasis gets put 81 00:05:02,880 --> 00:05:06,000 Speaker 3: on TSMC in Arizona, but is that like big enough 82 00:05:06,040 --> 00:05:07,000 Speaker 3: to serve all of you. 83 00:05:08,480 --> 00:05:13,320 Speaker 2: Yes, it's unfortunate that we couldn't attend. We send a representative, 84 00:05:13,400 --> 00:05:15,480 Speaker 2: but we had the big party in San Diego to 85 00:05:15,640 --> 00:05:20,800 Speaker 2: Stadium for the forty universary of Qualcom. And to your question, look, 86 00:05:20,839 --> 00:05:24,200 Speaker 2: we're excited about that. Remember we were a fabulous company, 87 00:05:24,560 --> 00:05:27,120 Speaker 2: so we need a supply chain that is resilient and 88 00:05:27,160 --> 00:05:30,520 Speaker 2: in America. We like the fact that TSMC, which is 89 00:05:30,640 --> 00:05:32,880 Speaker 2: one of our suppliers in investing in America. We like 90 00:05:32,920 --> 00:05:35,600 Speaker 2: the fact that Sansung, another one of our suppliers, invested 91 00:05:35,600 --> 00:05:39,400 Speaker 2: in America. And for Qualcom, this is exactly great news. 92 00:05:39,720 --> 00:05:44,920 Speaker 2: We want diversification of manufacturing, we want more capacity in America, 93 00:05:45,000 --> 00:05:45,440 Speaker 2: and we have. 94 00:05:45,440 --> 00:05:47,800 Speaker 3: Some Intel option, Christiana. 95 00:05:48,320 --> 00:05:51,279 Speaker 2: Not an option today. I think we would like Intel 96 00:05:51,720 --> 00:05:55,640 Speaker 2: to be an option. They have been talking about moving 97 00:05:55,720 --> 00:06:01,320 Speaker 2: to the next process technology, which they call it the 98 00:06:01,360 --> 00:06:05,159 Speaker 2: one that comes after eighteen A. For us, we need 99 00:06:05,160 --> 00:06:09,039 Speaker 2: a technology that has efficient power consumption. I think we 100 00:06:09,160 --> 00:06:11,760 Speaker 2: just had this whole conversation on car So if in 101 00:06:11,760 --> 00:06:14,159 Speaker 2: the future Intel's ready for us will be an option. 102 00:06:15,080 --> 00:06:17,280 Speaker 2: Right now, our suppliers Real, tissom C and. 103 00:06:17,240 --> 00:06:20,880 Speaker 3: Sansan welcome SiO Christiano Ramon. It's great to have you 104 00:06:20,920 --> 00:06:22,599 Speaker 3: back on Bloomberg Tech. Thank you very much.