
Analysis from Colin Barnden primarily focused on discussion of on-going developments in the automotive DMS market.
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The identity of the automaker is not at all clear from the announcement. That might be the biggest clue.
"China speed" means new requirements for DMS in China take effect starting Jan. 1 2027
Details are scant, but developments probably show how Qualcomm has upended the automated driving market with the launch of the Snapdragon Ride SoC and Ride Pilot driving stack
Guessing the names of the OEMs is the least interesting part of the announcement.
Based on current information, the conclusion is yes.
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The writers behind this newsletter.
Colin Barnden is Principal Analyst at Semicast Research. With over 30 years of industry experience, he is a fiercely independent analyst who has covered the automotive electronics market since 1999, including a focus on DMS and OMS since 2017.
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