• Top automotive OEMs prioritize collaboration with multiple ADAS SoC suppliers to maximize performance and pricing
• NVIDIA leads in collaborations with most automotive OEMs on comprehensive tools and support from Leve 2+ to Level 4 autonomy
• Mobileye's initial dominance in Level 1 and 2 autonomy was undermined by inflexibility, resulting in Chinese car OEMs preferring alternatives ​
• Qualcomm is poised to leverage its position as a prominent player in digital cockpit to enter ADAS market

Ahead of NVIDIA’s GTC event next week, we are re-sharing parts of our Accelerating Automotive Intelligence: Car OEMs Forge Strategic Alliances with ADAS SoC Providers, 2023 Update report, which outlines how key vendors like NVIDIA – as well as a host of others – are working in partnership with the OEMs. Sharing resources and knowledge is helping the industry to move faster in advancing ADAS and autonomous driving.

Key points from the report

The major OEM and autonomous SoC supplier alliances are those with chipmakers NVIDIA, Qualcomm, Mobileye while smaller providers jockey for position.

Source: Counterpoint Research Accelerating Automotive Intelligence: Car OEMs Forge Strategic Alliances with ADAS SoC Providers, 2023 Update.

NVIDIA’s involvement in ADAS and AD chip technology has been significant in recent years with the company advancing in developing powerful and efficient chips tailored for these applications.  Among its key partners are Volvo for autonomous driving, SAIC for intelligent EVs, BYD for next-gen ADAS as well as a host of others.

Qualcomm’s robust roadmap is facilitating collaboration with the likes of Renault to develop centralized compute architecture of the OEMs next-gen SDVs. It’s also working with GM on next-gen ADAS and GWM for autonomous driving in upcoming models.

Mobileye was one of the early movers, establishing early collaborations with Chinese EV OEMS to provide ADAS chips; the company’s closed ecosystem and relatively lower computing power has resulted in those companies transitioning to alternative solutions.

But Mobileye remains a key player, working together with the likes of Porsche and Volkswagen to develop ADAS and AD tech as well as autonomous driving systems.

Other major providers include Renesas which works closely with compatriot Honda, and German giant Continental which jointly announced a strategic partnership with Ambarella to develop full-stack hardware and software solutions for assisted and automated driving systems.

Our 18 page report has the full list of key ADAS AP-SoC providers and partnerships and is available for clients here.