2025 will definitely be the highly anticipated year for the popularization of advanced intelligent driving

At the end of last year, during a test drive event, a friend from a car manufacturer threw the opening sentence of the article. To be honest, I was skeptical at that time.

In the era of universal intelligent driving, a good "chip" is the key to success or failure

Because in the past 365 days, although new energy vehicles have indeed dominated in terms of penetration rate, there is still a big question mark on how high the proportion of intelligent driving in end consumer purchasing decisions has reached.

Especially in the low-end market, the distance between high-end intelligent driving and local users is still very, very far.

New energy brands led by Huawei, NIO, Xiaopeng, and Ideal, even though they have tried their best to promote themselves, the momentum accumulated in this dimension still cannot completely penetrate everyone's minds.

But no one expected that entering a new cycle, the tide of attacks would strike so quickly, and the value of the "first year of popularization of advanced intelligent driving" is rising at an unimaginable speed.

The biggest 'catalyst' behind this is undoubtedly BYD.

In the era of universal intelligent driving, a good "chip" is the key to success or failure

Just after the Spring Festival holiday, this "big demon king" eagerly held a press conference to announce that many models of Wangchao Net and Haiyang Net for the mainstream market are almost all equipped with the Sky Eye C advanced intelligent driving as standard.

In this way, BYD undoubtedly hopes to firmly establish a recognition that "in the future, new energy vehicles without advanced intelligent driving will be called functional machines and are destined to be eliminated

So, what was the result?

As can be seen, major host manufacturers have followed suit and begun to announce their own plans and pace for this sector. For example, Geely's thousand mile vastness, Chery's Falcon Intelligent Driving, and Chang'an's Tianzhu Intelligent Driving

In short, with an increasing number of giants entering the market, the long-awaited era of intelligent driving for all has truly arrived. The increasingly surging tide also heralds new opportunities and opportunities.

For example, in the field of intelligent driving chips.

A good "chip" requires a high quality to price ratio

In fact, after the BYD press conference, a small-scale interview was conducted, and it was learned that the intelligent driving chip used in the Tianshen Eye C is mainly the Nvidia Orin N.

Throughout the entire interview, a strong signal can be clearly felt: "A high-quality and cost-effective chip is indispensable for ushering in the era of intelligent driving for all. Only with good chips can there be a possibility of lifting the table

In the era of universal intelligent driving, a good "chip" is the key to success or failure

In the eyes of giants such as Geely, Chery, and Changan, a "suitable" intelligent driving chip is also considered to have an unshakable position in the era of universal intelligent driving.

So, what is' high quality price ratio 'again? The answer directly points to providing more powerful computing performance as much as possible when prices and costs are relatively limited.

Taking advantage of the situation, a new question arises: Is NVIDIA the only solution in this field?

With strict conditions and continuous screening, it was found that the Qualcomm SA8620P came into view.

Firstly, in terms of chip manufacturing process, it has achieved 4nm, which is lower than its competitors' 7nm, and its power consumption can be within 30W, showing stronger performance in chip computing performance and integration.

Various features are projected onto the chip's functionality. It is reported that compared to its competitors' support for lightweight integrated driving capabilities, the Qualcomm SA8620P can achieve lightweight city NOA and chauffeur parking functions.

In the era of universal intelligent driving, a good "chip" is the key to success or failure

Moreover, thanks to the Adreno 730GPU architecture designed for automotive standards, the Qualcomm SA8620P is more compatible with the mainstream Transformer end-to-end algorithm framework in the industry, and performs better in software and hardware collaboration.

In addition, it is worth sharing that Qualcomm SA8620P also has a major "killer move" - supporting passive heat dissipation.

Having this "skill tree" means that it can better "absorb" gasoline car drivers who are trying to implement advanced intelligent driving.

It should be noted that due to the low redundancy of the on-board power consumption of this group, if a smart driving chip similar to Nvidia Orin N is to be installed, a new heat dissipation plan needs to be developed, which has always been an industry challenge in terms of adaptation.

But the advantage of Qualcomm SA8620P is that it can be directly installed on vehicles without increasing additional heat dissipation costs and system complexity. OEMs no longer need to develop separate intelligent driving systems for fuel vehicles, and research and development costs and adaptation cycles can be significantly reduced.

Overall, Qualcomm SA8620P undoubtedly provides end customers with a sufficiently excellent quality to price ratio, further lowering the threshold for good 'chips' to enter the car. Compared with Nvidia Orin N, it also demonstrates more outstanding performance and quality to price advantages.

Impact the next million level shipment volume

Recently, according to Wang Chuanfu's disclosure, BYD's sales target for this year is aimed at 5.5 million vehicles.

Conservatively estimated, there will be at least around 3 million vehicles equipped with the advanced intelligent driving technology of the Eye of Heaven. In other words, more than 3 million smart driving chips will be purchased cumulatively. From this, one cannot help but sigh that the fate of giants is always very 'big handed'.

In the era of universal intelligent driving, a good "chip" is the key to success or failure

Of course, with BYD's debut, as mentioned at the beginning of the article, the entire Chinese car market undoubtedly ushered in the first year of the popularization of advanced intelligent driving. The demand for high-quality and cost-effective chips has skyrocketed to unprecedented heights.

If the total size of the passenger car market reaches 25 million units this year, whether it is fuel vehicles or new energy vehicles, it is not excessive for products equipped with advanced intelligent driving to occupy half of the market.

It is precisely by seizing such opportunities and opportunities that Qualcomm SA8620P also chose to end up. According to the Automotive Industry Corporation, after its launch in the second quarter of this year, the chip is expected to achieve a million level shipment volume.

And it doesn't choose car models or power types, breaking the shackles of high-end intelligent driving new energy vehicles and allowing everyone to enjoy high-quality intelligent driving, especially ordinary consumers who can benefit greatly.

At the same time, the great success of Qualcomm SA8620P cannot be achieved without the strong support of its partners.

After further investigation, it was learned that the advanced intelligent driving solution equipped with Qualcomm SA8620P, which is about to be implemented, is deeply involved in software algorithm development by Momenta, a top supplier that has almost won half of the domestic market share of advanced intelligent driving terminals and has gained recognized excellent reputation.

In the era of universal intelligent driving, a good "chip" is the key to success or failure

And Momenta is already a top performer in the first tier of intelligent driving, deeply loved and supported by many car companies.

Based on the aforementioned strong alliance, both parties have formed an increasingly tacit collaborative operation at the soft and hard levels, exploring the upper limit of advanced intelligent driving while exploring more possibilities for equal rights in intelligent driving.

It can be certain that once Qualcomm SA8620P completes its million level shipments as scheduled this year, it will inevitably continue to reduce chip costs through greater economies of scale, forming an increasingly healthy and virtuous cycle in the entire industry, benefiting many host manufacturers and a large number of users.

As the two giants in the global semiconductor chip industry, Qualcomm and Nvidia are also engaged in a new round of fierce competition amidst the wave of autonomous driving.