The number of people walking away from all hands meetings after drinking company kool aid and feel better about their lives always seemed unbelievable to me
Lol. I always wondered how could people fall for BS cults. It is surreal how engineers feel all good after AHM even though there is a raging fire going on in their business.
saw your posting about QCOM just one day after sending request to this company/stock, thank you!
it seems to me I should buy put to QCOM, it likes a sinking ship?
. losing apple
. losing mobile flagship soc market share to Mediatek
. Mobile customer is taping out its own SoC like Xiaomi's Zeku?
. Windows over Snapdragon is over...
.Auto market grow space is limited, cockpit soc has more competitors coming, nvda+mediatek, Chinese SoC providers. ADAS has no price adavantage(like Chinese Horizon), nor ecosystem advantage(NVDA).
. IoT market, no doubt it can not afford its high cost base.
. AI? QCOM is not core player for AI.
whatelse? can someone post some positive points to QCOM stopping my plan of buying put to it?
Mobileye is a smaller player, at least in Chinese market. Nvidia is the leader. QCOM can have some portion in ADAS area for some ca makers who are not cost senstive.
Exact market share rankings for autonomous driving car System-on-Chip (SoC) vendors in 2024 are not fully detailed in publicly available data, as comprehensive reports from sources like IndustryARC, Allied Market Research, and others focus more on market size, growth projections, and key players without precise percentage breakdowns. However, based on available information and industry trends, I can provide an informed ranking of the leading SoC vendors for autonomous driving in 2024, emphasizing their prominence and influence in the market.2024 Autonomous Driving Car SoC Vendor Market Share Ranking (Estimated)NVIDIA CorporationPosition: Likely the market leader due to its dominant role in AI and autonomous driving technology.Key Products: DRIVE Orin SoC (introduced in 2023, offering 254 TOPS) and DRIVE Thor (successor with advanced AI capabilities).Market Strength: NVIDIA’s partnerships with automakers like Li Auto, Mercedes-Benz, and Volvo, along with its focus on high-performance AI computing, give it a significant edge. Its DRIVE platform is widely adopted for Level 2+ to Level 4 autonomy. The company’s strong R&D and software ecosystem (e.g., DRIVE Hyperion) further solidify its position.Estimated Market Share: While exact figures are unavailable, NVIDIA is frequently cited as holding the largest share, potentially around 30-40% of the market, based on its widespread adoption and industry reports highlighting its dominance.Qualcomm Technologies, Inc.Position: A strong second, competing closely with NVIDIA in certain segments.Key Products: Snapdragon Ride Platform, designed for ADAS and autonomous driving, with scalable SoCs for Level 1 to Level 4 autonomy.Market Strength: Qualcomm’s partnerships, such as with Volkswagen (CARIAD) and GM, and its focus on cost-effective, power-efficient chips make it a major player. Its acquisition of Veoneer’s ADAS business has bolstered its market presence. Qualcomm is particularly strong in Level 2/2+ systems.Estimated Market Share: Likely in the 20-30% range, given its broad automotive customer base and growing adoption in ADAS-heavy vehicles.Mobileye (Intel Corporation)Position: Third, with a strong focus on vision-based ADAS and autonomous driving solutions.Key Products: EyeQ series (e.g., EyeQ6, launched in 2024) and SuperVision Lidar chip, integrating advanced computer vision and Lidar.Market Strength: Mobileye’s long-standing expertise in camera-based ADAS and its acquisition by Intel in 2017 have made it a key supplier for automakers like Ford and Volkswagen. Its solutions are widely used in Level 1-3 autonomy, with growing traction in Level 4 applications (e.g., robotaxis).Estimated Market Share: Approximately 15-20%, driven by its dominance in vision-based systems and partnerships with major OEMs.Tesla, Inc.Position: Fourth, with a unique position as both an SoC developer and automaker.Key Products: Full Self-Driving (FSD) Computer 3.0 (unveiled in 2024, delivering 21 TOPS), custom-designed for Tesla’s Autopilot and FSD systems.Market Strength: Tesla’s in-house SoC development gives it control over its autonomous driving stack, but its chips are not sold to other automakers, limiting its market share in the broader SoC vendor landscape. Its focus is on Level 2+ and aspiring Level 4 autonomy for its own vehicles.Estimated Market Share: Likely 5-10%, as its SoCs are exclusive to Tesla’s ecosystem but significant due to Tesla’s high vehicle production volume.Ambarella, Inc.Position: Fifth, emerging as a notable player in edge AI and automotive SoCs.Key Products: CV3-AD685 SoC (used by Kodiak Robotics) and other CVflow-based chips for ADAS and autonomous driving.Market Strength: Ambarella’s partnerships with companies like Neusoft Reach and Kodiak Robotics highlight its growing presence in both passenger and commercial vehicles. Its focus on energy-efficient AI processing appeals to smaller and mid-tier automakers.Estimated Market Share: Around 5% or less, as it is a newer entrant compared to NVIDIA and Qualcomm but gaining traction.Other Notable VendorsBlack Sesame Technologies: Gaining ground with its Huashan Series A1000 and Wudang C1200 SoCs, particularly in the Chinese market. Its partnerships with companies like BYD position it as a regional leader, but global market share is likely under 5%.Horizon Robotics: A Chinese vendor focusing on AI chips for autonomous driving, with growing adoption in domestic vehicles. Its market share is small globally (under 5%) but significant in China.Renesas Electronics, Texas Instruments (TI), and Infineon: These traditional semiconductor companies supply SoCs and microcontrollers for ADAS and lower-level autonomy but are less dominant in high-performance autonomous driving SoCs. Their combined market share is likely 10-15%, spread across various applications.Notes on Market Share EstimationLack of Precise Data: No single source provides exact market share percentages for 2024, as the market is highly fragmented and rapidly evolving. Estimates are derived from vendor prominence, product launches, partnerships, and market size projections (e.g., $36.8 billion in 2023, per Allied Market Research).Regional Variations: NVIDIA and Qualcomm dominate globally, while Mobileye leads in vision-based systems. In China, local players like Black Sesame and Horizon are gaining share due to government support and domestic OEM partnerships.Market Trends: The SoC market is driven by demand for Level 2+ and Level 3 autonomy, with NVIDIA and Qualcomm leading due to their high-performance, scalable platforms. Tesla’s vertical integration and Mobileye’s camera-centric approach carve out distinct niches.SourcesIndustryARC: Autonomous Driving Chipset Market ReportAllied Market Research: Autonomous Driving SoC Market ReportCoherent Market Insights: Autonomous Vehicle Chips Market ReportVerified Market Research: Automotive Self-Driving Chip Market ReportIf you need more specific data or deeper analysis, you may want to consult proprietary reports from firms like MarketsandMarkets or contact industry analysts for detailed market share breakdowns. Alternatively, I can search for additional real-time information if you’d like. Would you like me to do that?
1. The second Qualcomm shoe will drop when the Windows-on-ARM notebooks and 2-in-1s with Mediatek/Nvidia-designed SoCs enter the retail channel later this year. Unlike the Snapdragon Extreme/Elite laptops, these will have competent iGPUs and drivers, so can run most apps and games at launch.
2. From personal experience: any notable, sudden increase in the frequency of "all hands on deck" meetings is usually due to one of these two reasons:
- the company is about to have truly amazingly good news, and your shares, options etc are about to explode in value
- the company is in trouble, the leadership knows it, and tries to calm the staff (or themselves) with useless meetings. Goal is to prevent people from running for the hills before the floods.
This holds true less and less. Everything runs online right now.
Even the Office suite of apps.
The value proposition for Windows on Arm is way superior battery life, lighter devices, at the tradeoff of some app compatibility (meaning you can still run some stuff via emulation).
X86 is today, just a binary translator to RISC anyway. I really think this time, it may succeed.
X86 will not go away but it gets harder and harder to "continue perfecting the steam engine"
The number of people walking away from all hands meetings after drinking company kool aid and feel better about their lives always seemed unbelievable to me
Lol. I always wondered how could people fall for BS cults. It is surreal how engineers feel all good after AHM even though there is a raging fire going on in their business.
Then mid level bosses try to sell me that kool aid. SMH lol
Exactly! Lol!
saw your posting about QCOM just one day after sending request to this company/stock, thank you!
it seems to me I should buy put to QCOM, it likes a sinking ship?
. losing apple
. losing mobile flagship soc market share to Mediatek
. Mobile customer is taping out its own SoC like Xiaomi's Zeku?
. Windows over Snapdragon is over...
.Auto market grow space is limited, cockpit soc has more competitors coming, nvda+mediatek, Chinese SoC providers. ADAS has no price adavantage(like Chinese Horizon), nor ecosystem advantage(NVDA).
. IoT market, no doubt it can not afford its high cost base.
. AI? QCOM is not core player for AI.
whatelse? can someone post some positive points to QCOM stopping my plan of buying put to it?
Only way to for QCOM is to buy Mobileye if they want to dominate automotive adas market.
Mobileye is a smaller player, at least in Chinese market. Nvidia is the leader. QCOM can have some portion in ADAS area for some ca makers who are not cost senstive.
What is your source for Nvidia being the leader???
and what grok3 tells me:
Exact market share rankings for autonomous driving car System-on-Chip (SoC) vendors in 2024 are not fully detailed in publicly available data, as comprehensive reports from sources like IndustryARC, Allied Market Research, and others focus more on market size, growth projections, and key players without precise percentage breakdowns. However, based on available information and industry trends, I can provide an informed ranking of the leading SoC vendors for autonomous driving in 2024, emphasizing their prominence and influence in the market.2024 Autonomous Driving Car SoC Vendor Market Share Ranking (Estimated)NVIDIA CorporationPosition: Likely the market leader due to its dominant role in AI and autonomous driving technology.Key Products: DRIVE Orin SoC (introduced in 2023, offering 254 TOPS) and DRIVE Thor (successor with advanced AI capabilities).Market Strength: NVIDIA’s partnerships with automakers like Li Auto, Mercedes-Benz, and Volvo, along with its focus on high-performance AI computing, give it a significant edge. Its DRIVE platform is widely adopted for Level 2+ to Level 4 autonomy. The company’s strong R&D and software ecosystem (e.g., DRIVE Hyperion) further solidify its position.Estimated Market Share: While exact figures are unavailable, NVIDIA is frequently cited as holding the largest share, potentially around 30-40% of the market, based on its widespread adoption and industry reports highlighting its dominance.Qualcomm Technologies, Inc.Position: A strong second, competing closely with NVIDIA in certain segments.Key Products: Snapdragon Ride Platform, designed for ADAS and autonomous driving, with scalable SoCs for Level 1 to Level 4 autonomy.Market Strength: Qualcomm’s partnerships, such as with Volkswagen (CARIAD) and GM, and its focus on cost-effective, power-efficient chips make it a major player. Its acquisition of Veoneer’s ADAS business has bolstered its market presence. Qualcomm is particularly strong in Level 2/2+ systems.Estimated Market Share: Likely in the 20-30% range, given its broad automotive customer base and growing adoption in ADAS-heavy vehicles.Mobileye (Intel Corporation)Position: Third, with a strong focus on vision-based ADAS and autonomous driving solutions.Key Products: EyeQ series (e.g., EyeQ6, launched in 2024) and SuperVision Lidar chip, integrating advanced computer vision and Lidar.Market Strength: Mobileye’s long-standing expertise in camera-based ADAS and its acquisition by Intel in 2017 have made it a key supplier for automakers like Ford and Volkswagen. Its solutions are widely used in Level 1-3 autonomy, with growing traction in Level 4 applications (e.g., robotaxis).Estimated Market Share: Approximately 15-20%, driven by its dominance in vision-based systems and partnerships with major OEMs.Tesla, Inc.Position: Fourth, with a unique position as both an SoC developer and automaker.Key Products: Full Self-Driving (FSD) Computer 3.0 (unveiled in 2024, delivering 21 TOPS), custom-designed for Tesla’s Autopilot and FSD systems.Market Strength: Tesla’s in-house SoC development gives it control over its autonomous driving stack, but its chips are not sold to other automakers, limiting its market share in the broader SoC vendor landscape. Its focus is on Level 2+ and aspiring Level 4 autonomy for its own vehicles.Estimated Market Share: Likely 5-10%, as its SoCs are exclusive to Tesla’s ecosystem but significant due to Tesla’s high vehicle production volume.Ambarella, Inc.Position: Fifth, emerging as a notable player in edge AI and automotive SoCs.Key Products: CV3-AD685 SoC (used by Kodiak Robotics) and other CVflow-based chips for ADAS and autonomous driving.Market Strength: Ambarella’s partnerships with companies like Neusoft Reach and Kodiak Robotics highlight its growing presence in both passenger and commercial vehicles. Its focus on energy-efficient AI processing appeals to smaller and mid-tier automakers.Estimated Market Share: Around 5% or less, as it is a newer entrant compared to NVIDIA and Qualcomm but gaining traction.Other Notable VendorsBlack Sesame Technologies: Gaining ground with its Huashan Series A1000 and Wudang C1200 SoCs, particularly in the Chinese market. Its partnerships with companies like BYD position it as a regional leader, but global market share is likely under 5%.Horizon Robotics: A Chinese vendor focusing on AI chips for autonomous driving, with growing adoption in domestic vehicles. Its market share is small globally (under 5%) but significant in China.Renesas Electronics, Texas Instruments (TI), and Infineon: These traditional semiconductor companies supply SoCs and microcontrollers for ADAS and lower-level autonomy but are less dominant in high-performance autonomous driving SoCs. Their combined market share is likely 10-15%, spread across various applications.Notes on Market Share EstimationLack of Precise Data: No single source provides exact market share percentages for 2024, as the market is highly fragmented and rapidly evolving. Estimates are derived from vendor prominence, product launches, partnerships, and market size projections (e.g., $36.8 billion in 2023, per Allied Market Research).Regional Variations: NVIDIA and Qualcomm dominate globally, while Mobileye leads in vision-based systems. In China, local players like Black Sesame and Horizon are gaining share due to government support and domestic OEM partnerships.Market Trends: The SoC market is driven by demand for Level 2+ and Level 3 autonomy, with NVIDIA and Qualcomm leading due to their high-performance, scalable platforms. Tesla’s vertical integration and Mobileye’s camera-centric approach carve out distinct niches.SourcesIndustryARC: Autonomous Driving Chipset Market ReportAllied Market Research: Autonomous Driving SoC Market ReportCoherent Market Insights: Autonomous Vehicle Chips Market ReportVerified Market Research: Automotive Self-Driving Chip Market ReportIf you need more specific data or deeper analysis, you may want to consult proprietary reports from firms like MarketsandMarkets or contact industry analysts for detailed market share breakdowns. Alternatively, I can search for additional real-time information if you’d like. Would you like me to do that?
https://www.canalys.com/insights/canalys-2025-adas-soc-vendor-leadership-china
"bullshit word salad" 🔥
1. The second Qualcomm shoe will drop when the Windows-on-ARM notebooks and 2-in-1s with Mediatek/Nvidia-designed SoCs enter the retail channel later this year. Unlike the Snapdragon Extreme/Elite laptops, these will have competent iGPUs and drivers, so can run most apps and games at launch.
2. From personal experience: any notable, sudden increase in the frequency of "all hands on deck" meetings is usually due to one of these two reasons:
- the company is about to have truly amazingly good news, and your shares, options etc are about to explode in value
- the company is in trouble, the leadership knows it, and tries to calm the staff (or themselves) with useless meetings. Goal is to prevent people from running for the hills before the floods.
Guess which reason is more likely 😜?
WINDOWS ARM WILL NEVER TAKE OFF. WINDOWS LIBRARY OF X86 APPS IS HUGE. NO BODY WANT TO RUN APPS IN A EMULATOR AND LOSS PERFORMANCE.
This holds true less and less. Everything runs online right now.
Even the Office suite of apps.
The value proposition for Windows on Arm is way superior battery life, lighter devices, at the tradeoff of some app compatibility (meaning you can still run some stuff via emulation).
X86 is today, just a binary translator to RISC anyway. I really think this time, it may succeed.
X86 will not go away but it gets harder and harder to "continue perfecting the steam engine"
QCOM is about a guaranteed to profit handsomely owning puts.
The "70%" bit is kinda confusing, are apple sales are 70% pro, 30% base? Or is it by revenue?
You say you don't know Mobileye is incompetent or not. But you said to me that Mobileye is trash.
That’s your only bias to the Qualcomm modem division? Hmmm…
Xiaomi is Qualcomm's biggest customer in China
https://www.digitimes.com/news/a20250428PD236/xiaomi-snapdragon-soc-launch-smartphone.html
Very , very funny , and insightful