Fahad

[Counterpoint Research @CounterPointTR]

NXP #Semiconductors reported record revenues in 2022 on account of increased revenues in all end markets, unprecedented design wins across the entire portfolio, & higher pricing (due to input cost #inflation).

Full blog here: https://t.co/AfoTo2M3wQ

@NXP #technology #technews

[Abhilash Gupta, PhD @abhilashx]

The #consumerelectronics segment’s revenue fell 5.5% YoY to reach KRW 10.88 trillion ($8 billion).
Revenue from the #vehiclesolutions segment grew 44.6% YoY to reach an all-time high of KRW 2.4 trillion ($1.76 billion).

[Abhilash Gupta, PhD @abhilashx]

Battery EVs (BEVs) constituted 61% of the sales and plug-in hybrid EVs (PHEVs) the rest. The top five brands accounted for almost 67% of the EV sales in #SEA. @WulingMotorsID emerged as the best-selling EV brand, followed by @volvocars and @BMW.

[Fahad @faddy0015]

For more insights, refer to:
https://t.co/1cGTINecON

[Fahad @faddy0015]

@NXP Q3 2022 revenue~ $3.45 billion. Major drivers were -
🚘$1.8B: Auto +24% Y/Y
📶$0.5B: Comm & Infra +14% Y/Y
📱$0.4B: Mobile +19% Y/Y
Shortages/supply issues persist but NXP will ensure strict distribution channel inventory & reduce discretionary spending.

[Soumen Mandal @AnalystSoumen]

@Qualcomm @CounterPointTR @VW @ToyotaMotorCorp @GM @Stellantis @Hyundai_Global @BMWGroup @neil_shah @IgnacioTechie @nandinisgTOI @Reporter_indian @SergiusBarretto @Enviro_Dad @manav_sinha @lparas69 @DannyDcruze1 @itriangleindia @teltonika @BoschGlobal @Tarunpathak @Unomindacom @Atlanta_systems @LGIndia @BlackBox_GPS @rosmertatech @rekhaonline @MORTHIndia @abhik_d_analyst @AyushBh08280682 @faddy0015 @MohitOpinion @Inquisitiveme17 @abhilashx @PrachirSingh @GadgetFreak4U @ChawlaArushi @anshikajain41 @ETAuto @ians_india @HindustanTimes @the_hindu @ABPNews @news18dotcom @IndiaToday @ndtv @republic @BMWUSA @MercedesBenzUSA @Tesla 🚗#Toyota and #Honda led the Level 2 segment with 24% and 14% shares respectively
💭Fully autonomous #cars (L4-L5) are taking longer than projected to reach the market
💰Subscription model will be key for revenue generation opportunities for OEMs

#automotive #technology #economy

[Soumen Mandal @AnalystSoumen]

@Qualcomm @CounterPointTR @VW @ToyotaMotorCorp @GM @Stellantis @Hyundai_Global @BMWGroup @neil_shah @IgnacioTechie @nandinisgTOI @Reporter_indian @SergiusBarretto @Enviro_Dad @manav_sinha @lparas69 @DannyDcruze1 @itriangleindia @teltonika @BoschGlobal @Tarunpathak @Unomindacom @Atlanta_systems @LGIndia @BlackBox_GPS @rosmertatech @rekhaonline @MORTHIndia @abhik_d_analyst @AyushBh08280682 @faddy0015 @MohitOpinion @Inquisitiveme17 @abhilashx @PrachirSingh @GadgetFreak4U @ChawlaArushi @anshikajain41 @ETAuto @ians_india @HindustanTimes @the_hindu @ABPNews @news18dotcom @IndiaToday @ndtv @republic 📢Cars with Level 2 autonomy features increased their share in the total car sales in the US to 46.5% in H1 2022
📌ADAS (L1-L2) penetration in the US to cross 70% in H1 2022
🎯ADAS penetration is expected to cross 80% in the US by 2023

https://t.co/uT5kkmA72F
#autonomousvehicles

[Soumen Mandal @AnalystSoumen]

@Qualcomm @CounterPointTR @VW @ToyotaMotorCorp @GM @Stellantis @Hyundai_Global @BMWGroup @neil_shah @IgnacioTechie @nandinisgTOI @Reporter_indian @SergiusBarretto @Enviro_Dad @manav_sinha @lparas69 @DannyDcruze1 @itriangleindia @teltonika @BoschGlobal @Tarunpathak @Unomindacom @Atlanta_systems @LGIndia @BlackBox_GPS @rosmertatech @rekhaonline @MORTHIndia 📈The #telematics device shipments in India to grow to 50 Mn units during 2021-2030 at a CAGR of 31%. The two-wheeler segment is expected to dominate the market by 2030, taking a 61% share
💰The telematics device revenues will climb to ₹175 Bn during the period at a CAGR of 21%

[Soumen Mandal @AnalystSoumen]

@Qualcomm @CounterPointTR @VW @ToyotaMotorCorp @GM @Stellantis @Hyundai_Global @BMWGroup @neil_shah @IgnacioTechie @nandinisgTOI @Reporter_indian @SergiusBarretto @Enviro_Dad @manav_sinha @lparas69 @DannyDcruze1 @itriangleindia @teltonika @BoschGlobal @Tarunpathak @Unomindacom @Atlanta_systems @LGIndia @BlackBox_GPS @rosmertatech @rekhaonline @MORTHIndia @abhik_d_analyst @AyushBh08280682 @faddy0015 @MohitOpinion @Inquisitiveme17 @abhilashx @PrachirSingh @GadgetFreak4U @ChawlaArushi @anshikajain41 🚗In 2021, the embedded market contributed to almost one-fourth of all #telematics sales and the segment was dominated by passenger #vehicles. On the other hand, commercial vehicles dominated the aftermarket/retrofit market by contributing to almost 63% of the total sales in 2021

[Fahad @faddy0015]

Connected Car Sales Overtake Non-connected Cars in Q2 2022 -
🚗Non-connected cars have declined as automakers prefer embedded TCUs even in base model variants.
✔️@BMW @Mercedes and @AudiOfficial introduced CCs with inbuilt Wi-Fi, even before government mandates like #eCall.

[Abhilash Gupta, PhD @abhilashx]

@TataMotors_Cars launches a $10,000 electric car in India. Tata's Tiago EV will have a price starting from 849,000 rupees ($10,370). China, however, has some EV models that start as low as 32,800 yuan ($4,525).
Tata has outlined plans to launch 10 electric models by March 2026.

[Neil Shah @neil_shah]

@CounterPointTR @MobilePeter @mobilekang @Tarunpathak @JeffFieldhack @Parv_S @ethan_qyn @GadgetFreak4U @BradyWang10 @elementistry @Arm @LisaSu @Qualcomm @donnymac @nuvia_inc @PanditSanjeet @patel_rahul_g @IgnacioTechie @passtubul @anshikajain41 @qualcomm_in @WilliamLi_CY @hsinshan888 @cristianoamon @Snapdragon @Snapdragon_IN @Snapdragon_DE @Veoneer @nakulduggal @Inquisitiveme17 @AyushBh08280682 @volvocars @Honda @ArriverSW @here @TomTom @QNX_News @Samsung @MoumenBadawi @faddy0015 @AkashPalkhiwala @nvidia Automotive Digital Cockpit is the big battle ground as it is an area where OEMs are looking to win on btand differentiation

#QualcommAutoDay $QCOM

[Neil Shah @neil_shah]

@CounterPointTR @MobilePeter @mobilekang @Tarunpathak @JeffFieldhack @Parv_S @ethan_qyn @GadgetFreak4U @BradyWang10 @elementistry @Arm @LisaSu @Qualcomm @donnymac @nuvia_inc @PanditSanjeet @patel_rahul_g @IgnacioTechie @passtubul @anshikajain41 @qualcomm_in @WilliamLi_CY @hsinshan888 @cristianoamon @Snapdragon @Snapdragon_IN @Snapdragon_DE @Veoneer @nakulduggal @Inquisitiveme17 @AyushBh08280682 @volvocars @Honda @ArriverSW @here @TomTom @QNX_News @Samsung @MoumenBadawi @faddy0015 @AkashPalkhiwala @nvidia @nakulduggal highlighting the car-to-cloud & connectivity portfolio

The number of use-cass when the vehicle is on the road & when not, needing car to cloud connectivity

Qualcomm is leading this space powering more than 250 million connected cars on the road

#QualcommAutoDay

[Fahad @faddy0015]

For more insights, refer to https://t.co/xf8ftEP1SM

[Fahad @faddy0015]

@NXP reported healthy Q2 2022 revenues at $3.31 billion, an increase of 27.6% YoY. Major #revenue drivers were -
🚘$1.7B: Auto +35.7% Y/Y
🏗️$0.71B: Industrial & IoT +25% Y/Y
New product launches, design win commitments, and a healthy NCNR order book will ensure future growth.

[Ayush Bhardwaj @AyushBh08280682]

Hyundai Kia Group reported its Q2 2022 earnings in which they reported 5.5% YoY growth in net revenue. The increase is due to increased ASP of cars. Increased penetration of EV in the Hyundai Kia lineup has increased the overall asp of the car. Resulting📈58% YoY oper. profits.

[Ayush Bhardwaj @AyushBh08280682]

Passenger EV shipments grew 79% YoY in Q1 2022 to reach 1.95 million units. 73% of total EV sales were BEV. @Tesla remains the market leader followed by @BYD and @WulingMotorsID . In Q1 2022, Tesla grew by 68% YoY while BYD grew by 433% YoY.
https://t.co/NujaZvW0Gl
#ev #Top5 #BYD

[Soumen Mandal @AnalystSoumen]

@CounterPointTR @neil_shah @Qualcomm @RollingWireless @CES @intel @LGUS @Conti_Press @Quectel_IoT @sonysemiconil @qualcomm_in @Qualcomm_EU @QCOMResearch @QualcommVenture @QualcommforGood @QualcommPolicy @Tarunpathak @GadgetFreak4U @MobilePeter @BMWGroup @AudiOfficial @VWGroup @Hyundai @Honda @chevrolet @Rivian @Tesla @GeelyGroup @MercedesBenz @Lexus @Jeep @Opel @BYDCompany @volvocars @smartcarUK @Ford @GM @renaultgroup @Kia_Worldwide @Samsung @SygicOfficial @Flitsmeister #Thailand #Automotive Market:
🏅Top players: @ToyotaMotorCorp, @Honda, @renaultgroup - @Nissan, @MazdaThailand, @SaicMotormg
🔋EV share: 0.35%
📉Barriers: infra, household debt
🔝Opportunity: PTT Group & @HonHai_Foxconn JV, @GWMGlobal entering
More below:
https://t.co/czT6c2ClZy

[Fahad @faddy0015]

#Europe connected car market performed well last year registering a 16% YoY growth.

Going forward, the #4G car market share will hit the high of 91% in 2022 before declining and #5G cars will take center stage.

More at: https://t.co/rZoYxgoVs4

[Soumen Mandal @AnalystSoumen]

@CounterPointTR @neil_shah @Qualcomm @RollingWireless @CES @intel @LGUS @Conti_Press @Quectel_IoT @sonysemiconil @qualcomm_in @Qualcomm_EU @QCOMResearch @QualcommVenture @QualcommforGood @QualcommPolicy @Tarunpathak @GadgetFreak4U @MobilePeter @BMWGroup @AudiOfficial @VWGroup @Hyundai @Honda @chevrolet @Rivian @Tesla @GeelyGroup @MercedesBenz @Lexus @Jeep @Opel @BYDCompany @volvocars @smartcarUK @Ford @GM @renaultgroup @Kia_Worldwide @Samsung @SygicOfficial @Flitsmeister @lyft @kakaocorpglobal @Fuelio @PrezziBenzina @NIOGlobal @abhik_d_analyst 📢@BMWGroup is testing @OurNextEnergy1's long range battery for its iX electric SUV which can run 600 miles (~965km) with one charge.
Impact:
1️⃣Driving range issue ✅
2️⃣Battery price decrease❌
3️⃣EV dream ✅

More implications are below:
https://t.co/czT6c2ClZy