Speaker 1: Bloomberg Audio Studios, podcasts, radio news. Qualcom, Well, it's steering
Speaker 1: deeper into the auto industry, teaming up with BMW to
Speaker 1: debut it's new Snapdragon ride Pilot. It's an automated driving
Speaker 1: platform designed to be safety and driver assistance. The system
Speaker 1: is just being rolled out in the all new BMWIX three.
Speaker 1: Let's bring in Qualcom CEO, Cristiano, I'm on for more.
Speaker 1: You call it a revolutionary driver assistance system. How is
Speaker 1: your software that different?
Speaker 2: Look, We are incredibly excited about what we did with BMW.
Speaker 2: It has been three years in development, focus on safety,
Speaker 2: and it's different for a number of reasons. I think
Speaker 2: the first one is one of the things you saw
Speaker 2: about BMW I X three. It's the incredible range. So
Speaker 2: when you talk about assistant driving in autonomy, to put
Speaker 2: server class computing power in INTEL'ST cars, and with Qualcom technology,
Speaker 2: there's no compromise. You have all the computing power, but
Speaker 2: you still have efficiency on power consumption. You can get
Speaker 2: incredible range. The second thing is scalable. It goes into
Speaker 2: every tier car, so we're super excited about it.
Speaker 3: Christiano. I've been studying the snap Dragon ride Pilot. The
Speaker 3: sec architecture the software piece. This is highly analogous with
Speaker 3: the camera based system that Tesla has right with FSD.
Speaker 3: You just talked about it being scalable for that reason,
Speaker 3: did you benchmark against that?
Speaker 2: So two different important parts. First, the architecture is scalable,
Speaker 2: starting from basic level ADS all the way to multiple
Speaker 2: cameras and multiple sensors for you to do navigation on
Speaker 2: autopilot and the urban environment and high wain environments. That
Speaker 2: means it can scale to entre level AIDA systems and
Speaker 2: entry level cars all the way to the full cupabilities.
Speaker 2: The other thing is has been certified now in sixty
Speaker 2: countries and going. It is launching and a lot of
Speaker 2: people will be able to see the performers. Actually, we're
Speaker 2: super excited for people to see how it performs. And
Speaker 2: one thing that is great about this we've done this
Speaker 2: with BMW, but it's available for the entire industry, every OEM.
Speaker 2: We'll be able to use it and BMW inn welcome.
Speaker 2: We want that and people will be able to see
Speaker 2: it compare and I think that's a great opportunity.
Speaker 3: You know, my question was one of sort of an
Speaker 3: academic one because it's the argument of a camera based
Speaker 3: only system from an economic standpoint versus also including lidar
Speaker 3: and radar. But you're super focused on the compute, not
Speaker 3: just performance but energy usage of the compute. Could you
Speaker 3: talk a little bit about how you engineered to that level.
Speaker 2: Yes, Qualcom dna ED is it's about efficient computing because
Speaker 2: we design all of our chips assuming there's a battery
Speaker 2: on the other side, it's not plugged to the wall.
Speaker 2: So I think you have the benefit of a lot
Speaker 2: of the Qualcom energy efficiency compute, and you have the
Speaker 2: ability to get a lot of the computing power required
Speaker 2: in an architecture that's actually incredibly efficient from a thermal
Speaker 2: management and from a power management. The second thing to
Speaker 2: fully answer your poer question is you do have the
Speaker 2: capabilities to do navigates on autopilot in urban and high
Speaker 2: environments even if you have complex sensors or cameras and radars.
Speaker 1: Chris, you want to push us forward because your real
Speaker 1: focus on auto has been one of diversification of Qualcom
Speaker 1: more broadly. Of course, the auto sector has its trials
Speaker 1: and tribulations. How much is this going to drive growth
Speaker 1: for you for the business in the longer.
Speaker 2: Term, Caroline, that's a great question. Remember we talked about
Speaker 2: our pipeline of forty five billion dollars in automotive, which
Speaker 2: is kind of translating into revenue. We see quarter after
Speaker 2: quarter record revenue for Qualkon, especially because it's not about
Speaker 2: moving with the size of the market. Is moving into
Speaker 2: share as new cars or a lounge for technology. The
Speaker 2: pipeline is converting. And I look at this stack that
Speaker 2: we're launching on the Snapdragon right pilot with BMW. Is
Speaker 2: we look at that as an opportunity for expansion in
Speaker 2: the forty five billion pipeline. One third of that is ADS,
Speaker 2: and it's included, of course, the BMW project, but now
Speaker 2: other OEMs can use it, and that's going to be
Speaker 2: upside on the forty five billion pipeline.
Speaker 3: Christiano last night that the President hosts a number of
Speaker 3: technology leaders at the White House. I believe you're invited,
Speaker 3: but I'm able to attend. And his message is very simple,
Speaker 3: tariffs are coming specific to chips, but those that invest
Speaker 3: in America will be spared. How is far come thinking
Speaker 3: about that? You know, a lot of emphasis gets put
Speaker 3: on TSMC in Arizona, but is that like big enough
Speaker 3: to serve all of you.
Speaker 2: Yes, it's unfortunate that we couldn't attend. We send a representative,
Speaker 2: but we had the big party in San Diego to
Speaker 2: Stadium for the forty universary of Qualcom. And to your question, look,
Speaker 2: we're excited about that. Remember we were a fabulous company,
Speaker 2: so we need a supply chain that is resilient and
Speaker 2: in America. We like the fact that TSMC, which is
Speaker 2: one of our suppliers in investing in America. We like
Speaker 2: the fact that Sansung, another one of our suppliers, invested
Speaker 2: in America. And for Qualcom, this is exactly great news.
Speaker 2: We want diversification of manufacturing, we want more capacity in America,
Speaker 2: and we have.
Speaker 3: Some Intel option, Christiana.
Speaker 2: Not an option today. I think we would like Intel
Speaker 2: to be an option. They have been talking about moving
Speaker 2: to the next process technology, which they call it the
Speaker 2: one that comes after eighteen A. For us, we need
Speaker 2: a technology that has efficient power consumption. I think we
Speaker 2: just had this whole conversation on car So if in
Speaker 2: the future Intel's ready for us will be an option.
Speaker 2: Right now, our suppliers Real, tissom C and.
Speaker 3: Sansan welcome SiO Christiano Ramon. It's great to have you
Speaker 3: back on Bloomberg Tech. Thank you very much.