WEBVTT - Qualcomm CEO Cristiano Amon Snapdragon Ride Pilot, Chips

0:00:02.520 --> 0:00:15.120
<v Speaker 1>Bloomberg Audio Studios, podcasts, radio news. Qualcom, Well, it's steering

0:00:15.200 --> 0:00:17.800
<v Speaker 1>deeper into the auto industry, teaming up with BMW to

0:00:17.920 --> 0:00:22.080
<v Speaker 1>debut it's new Snapdragon ride Pilot. It's an automated driving

0:00:22.079 --> 0:00:25.239
<v Speaker 1>platform designed to be safety and driver assistance. The system

0:00:25.360 --> 0:00:28.480
<v Speaker 1>is just being rolled out in the all new BMWIX three.

0:00:28.560 --> 0:00:31.319
<v Speaker 1>Let's bring in Qualcom CEO, Cristiano, I'm on for more.

0:00:31.480 --> 0:00:35.239
<v Speaker 1>You call it a revolutionary driver assistance system. How is

0:00:35.280 --> 0:00:36.760
<v Speaker 1>your software that different?

0:00:38.159 --> 0:00:42.360
<v Speaker 2>Look, We are incredibly excited about what we did with BMW.

0:00:42.440 --> 0:00:46.640
<v Speaker 2>It has been three years in development, focus on safety,

0:00:47.080 --> 0:00:49.279
<v Speaker 2>and it's different for a number of reasons. I think

0:00:49.280 --> 0:00:51.680
<v Speaker 2>the first one is one of the things you saw

0:00:51.720 --> 0:00:56.200
<v Speaker 2>about BMW I X three. It's the incredible range. So

0:00:56.240 --> 0:01:00.440
<v Speaker 2>when you talk about assistant driving in autonomy, to put

0:01:00.680 --> 0:01:07.480
<v Speaker 2>server class computing power in INTEL'ST cars, and with Qualcom technology,

0:01:07.640 --> 0:01:10.319
<v Speaker 2>there's no compromise. You have all the computing power, but

0:01:10.400 --> 0:01:13.560
<v Speaker 2>you still have efficiency on power consumption. You can get

0:01:13.560 --> 0:01:17.720
<v Speaker 2>incredible range. The second thing is scalable. It goes into

0:01:17.840 --> 0:01:19.959
<v Speaker 2>every tier car, so we're super excited about it.

0:01:21.120 --> 0:01:24.160
<v Speaker 3>Christiano. I've been studying the snap Dragon ride Pilot. The

0:01:24.319 --> 0:01:29.120
<v Speaker 3>sec architecture the software piece. This is highly analogous with

0:01:29.240 --> 0:01:33.120
<v Speaker 3>the camera based system that Tesla has right with FSD.

0:01:33.560 --> 0:01:37.080
<v Speaker 3>You just talked about it being scalable for that reason,

0:01:37.760 --> 0:01:39.280
<v Speaker 3>did you benchmark against that?

0:01:40.280 --> 0:01:47.360
<v Speaker 2>So two different important parts. First, the architecture is scalable,

0:01:47.560 --> 0:01:54.000
<v Speaker 2>starting from basic level ADS all the way to multiple

0:01:54.080 --> 0:01:57.680
<v Speaker 2>cameras and multiple sensors for you to do navigation on

0:01:57.760 --> 0:02:01.880
<v Speaker 2>autopilot and the urban environment and high wain environments. That

0:02:02.040 --> 0:02:07.240
<v Speaker 2>means it can scale to entre level AIDA systems and

0:02:07.480 --> 0:02:11.360
<v Speaker 2>entry level cars all the way to the full cupabilities.

0:02:11.680 --> 0:02:14.080
<v Speaker 2>The other thing is has been certified now in sixty

0:02:14.120 --> 0:02:18.280
<v Speaker 2>countries and going. It is launching and a lot of

0:02:18.320 --> 0:02:20.680
<v Speaker 2>people will be able to see the performers. Actually, we're

0:02:20.840 --> 0:02:24.080
<v Speaker 2>super excited for people to see how it performs. And

0:02:24.120 --> 0:02:26.600
<v Speaker 2>one thing that is great about this we've done this

0:02:26.639 --> 0:02:30.600
<v Speaker 2>with BMW, but it's available for the entire industry, every OEM.

0:02:30.760 --> 0:02:33.560
<v Speaker 2>We'll be able to use it and BMW inn welcome.

0:02:33.600 --> 0:02:35.839
<v Speaker 2>We want that and people will be able to see

0:02:35.880 --> 0:02:38.200
<v Speaker 2>it compare and I think that's a great opportunity.

0:02:38.919 --> 0:02:41.400
<v Speaker 3>You know, my question was one of sort of an

0:02:41.440 --> 0:02:44.160
<v Speaker 3>academic one because it's the argument of a camera based

0:02:44.200 --> 0:02:47.799
<v Speaker 3>only system from an economic standpoint versus also including lidar

0:02:47.880 --> 0:02:51.160
<v Speaker 3>and radar. But you're super focused on the compute, not

0:02:51.240 --> 0:02:54.440
<v Speaker 3>just performance but energy usage of the compute. Could you

0:02:54.480 --> 0:02:57.000
<v Speaker 3>talk a little bit about how you engineered to that level.

0:02:58.200 --> 0:03:05.040
<v Speaker 2>Yes, Qualcom dna ED is it's about efficient computing because

0:03:05.080 --> 0:03:09.120
<v Speaker 2>we design all of our chips assuming there's a battery

0:03:09.240 --> 0:03:11.200
<v Speaker 2>on the other side, it's not plugged to the wall.

0:03:11.280 --> 0:03:13.639
<v Speaker 2>So I think you have the benefit of a lot

0:03:13.639 --> 0:03:17.120
<v Speaker 2>of the Qualcom energy efficiency compute, and you have the

0:03:17.160 --> 0:03:19.600
<v Speaker 2>ability to get a lot of the computing power required

0:03:19.600 --> 0:03:24.359
<v Speaker 2>in an architecture that's actually incredibly efficient from a thermal

0:03:24.480 --> 0:03:27.480
<v Speaker 2>management and from a power management. The second thing to

0:03:27.520 --> 0:03:30.480
<v Speaker 2>fully answer your poer question is you do have the

0:03:30.520 --> 0:03:34.359
<v Speaker 2>capabilities to do navigates on autopilot in urban and high

0:03:34.480 --> 0:03:38.920
<v Speaker 2>environments even if you have complex sensors or cameras and radars.

0:03:39.560 --> 0:03:42.240
<v Speaker 1>Chris, you want to push us forward because your real

0:03:42.400 --> 0:03:46.480
<v Speaker 1>focus on auto has been one of diversification of Qualcom

0:03:46.520 --> 0:03:50.040
<v Speaker 1>more broadly. Of course, the auto sector has its trials

0:03:50.080 --> 0:03:52.480
<v Speaker 1>and tribulations. How much is this going to drive growth

0:03:52.520 --> 0:03:54.440
<v Speaker 1>for you for the business in the longer.

0:03:54.320 --> 0:03:57.680
<v Speaker 2>Term, Caroline, that's a great question. Remember we talked about

0:03:57.680 --> 0:04:01.320
<v Speaker 2>our pipeline of forty five billion dollars in automotive, which

0:04:01.400 --> 0:04:05.120
<v Speaker 2>is kind of translating into revenue. We see quarter after

0:04:05.200 --> 0:04:10.880
<v Speaker 2>quarter record revenue for Qualkon, especially because it's not about

0:04:10.920 --> 0:04:13.840
<v Speaker 2>moving with the size of the market. Is moving into

0:04:14.000 --> 0:04:17.080
<v Speaker 2>share as new cars or a lounge for technology. The

0:04:17.080 --> 0:04:23.000
<v Speaker 2>pipeline is converting. And I look at this stack that

0:04:23.120 --> 0:04:26.560
<v Speaker 2>we're launching on the Snapdragon right pilot with BMW. Is

0:04:26.800 --> 0:04:29.360
<v Speaker 2>we look at that as an opportunity for expansion in

0:04:29.400 --> 0:04:34.280
<v Speaker 2>the forty five billion pipeline. One third of that is ADS,

0:04:34.760 --> 0:04:38.800
<v Speaker 2>and it's included, of course, the BMW project, but now

0:04:38.880 --> 0:04:40.719
<v Speaker 2>other OEMs can use it, and that's going to be

0:04:40.839 --> 0:04:43.479
<v Speaker 2>upside on the forty five billion pipeline.

0:04:44.600 --> 0:04:47.479
<v Speaker 3>Christiano last night that the President hosts a number of

0:04:47.520 --> 0:04:50.640
<v Speaker 3>technology leaders at the White House. I believe you're invited,

0:04:50.680 --> 0:04:54.080
<v Speaker 3>but I'm able to attend. And his message is very simple,

0:04:54.200 --> 0:04:57.520
<v Speaker 3>tariffs are coming specific to chips, but those that invest

0:04:57.560 --> 0:05:00.560
<v Speaker 3>in America will be spared. How is far come thinking

0:05:00.600 --> 0:05:02.839
<v Speaker 3>about that? You know, a lot of emphasis gets put

0:05:02.880 --> 0:05:06.000
<v Speaker 3>on TSMC in Arizona, but is that like big enough

0:05:06.040 --> 0:05:07.000
<v Speaker 3>to serve all of you.

0:05:08.480 --> 0:05:13.320
<v Speaker 2>Yes, it's unfortunate that we couldn't attend. We send a representative,

0:05:13.400 --> 0:05:15.480
<v Speaker 2>but we had the big party in San Diego to

0:05:15.640 --> 0:05:20.800
<v Speaker 2>Stadium for the forty universary of Qualcom. And to your question, look,

0:05:20.839 --> 0:05:24.200
<v Speaker 2>we're excited about that. Remember we were a fabulous company,

0:05:24.560 --> 0:05:27.120
<v Speaker 2>so we need a supply chain that is resilient and

0:05:27.160 --> 0:05:30.520
<v Speaker 2>in America. We like the fact that TSMC, which is

0:05:30.640 --> 0:05:32.880
<v Speaker 2>one of our suppliers in investing in America. We like

0:05:32.920 --> 0:05:35.600
<v Speaker 2>the fact that Sansung, another one of our suppliers, invested

0:05:35.600 --> 0:05:39.400
<v Speaker 2>in America. And for Qualcom, this is exactly great news.

0:05:39.720 --> 0:05:44.920
<v Speaker 2>We want diversification of manufacturing, we want more capacity in America,

0:05:45.000 --> 0:05:45.440
<v Speaker 2>and we have.

0:05:45.440 --> 0:05:47.800
<v Speaker 3>Some Intel option, Christiana.

0:05:48.320 --> 0:05:51.279
<v Speaker 2>Not an option today. I think we would like Intel

0:05:51.720 --> 0:05:55.640
<v Speaker 2>to be an option. They have been talking about moving

0:05:55.720 --> 0:06:01.320
<v Speaker 2>to the next process technology, which they call it the

0:06:01.360 --> 0:06:05.159
<v Speaker 2>one that comes after eighteen A. For us, we need

0:06:05.160 --> 0:06:09.039
<v Speaker 2>a technology that has efficient power consumption. I think we

0:06:09.160 --> 0:06:11.760
<v Speaker 2>just had this whole conversation on car So if in

0:06:11.760 --> 0:06:14.159
<v Speaker 2>the future Intel's ready for us will be an option.

0:06:15.080 --> 0:06:17.280
<v Speaker 2>Right now, our suppliers Real, tissom C and.

0:06:17.240 --> 0:06:20.880
<v Speaker 3>Sansan welcome SiO Christiano Ramon. It's great to have you

0:06:20.920 --> 0:06:22.599
<v Speaker 3>back on Bloomberg Tech. Thank you very much.