• Qualcomm is working to move up the value chain as it addresses major market segments within the automotive industry, including connectivity, ADAS and automated driving, and digital cockpit
• Qualcomm’s edge AI solutions could help vehicle owners more easily use connected services, increasing user engagement
• The company’s Car-to-Cloud platform is designed to help OEMs address the challenge of implementing and delivering personalized services to connected cars

At Qualcomm’s Automotive Workshop event, held in San Diego in April, the company described its current approach to the automotive market across segments. One of the key messages from the company during the workshop, though, was that generative AI can help automakers better deliver relevant, personalized experiences to end users. In addition, it can help OEMs evolve their business models to benefit from software-defined vehicles throughout their lifecycle.

One of the market segments that has long faced a user engagement challenge is automotive connected services. Although Qualcomm announced its plan to enter the automotive connected services market in 2020 with its Car-to-Cloud concept, in 2024, the company officially made its Car-to-Cloud platform generally available to automakers and industry suppliers. In early 2025, the company introduced its new generative AI orchestrator. These two solutions can work together to make connected services easy for end users to access, presenting contextually-relevant offers when and where drivers and passengers will find them useful.

Taking a step back, it’s important to understand what Qualcomm is doing in the automotive market and how it wants to move further up the value chain. The company focuses on three areas in the automotive market, including the connected car segment, ADAS and automated driving (AD), and the digital cockpit. For these segments, Qualcomm provides its semiconductor solutions, its software, and helps reduce time to market by pre-integrating solutions from its many ecosystem partners.

Qualcomm has been the number one provider of automotive cellular semiconductor solutions for years and has been expanding beyond that segment for nearly a decade. According to our Q4 2024 Global NAD Module and Chipset Tracker, Qualcomm had a 92% share in the NAD module chipset market in 2024. At the Automotive Workshop, company representatives noted that more than 350 million vehicles currently use Qualcomm solutions. Demonstrating its growing traction in the auto industry, Qualcomm reported a 55% year-over-year increase, between 2023 and 2024, in revenue from the automotive segment and a design-win pipeline of $45 billion. In the digital cockpit segment, nearly 150 vehicles launched with Snapdragon Cockpit Platform solutions between the start of 2023 and April 2025. It's in this market that Qualcomm has several initiatives designed to help automakers build vehicles with next-generation capabilities.

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