Research Note: Qualcomm Shows Strong Automotive Momentum @ IAA

Qualcomm announced multiple strategic partnerships aimed at strengthening its position in the automotive technology market at the recent IAA Mobility 2025 event in Germany.

The company announced collaborations with Mercedes-Benz, BMW Group, Google Cloud, HARMAN, and Valeo, spanning digital cockpit systems, automated driving platforms, AI-powered agents, and ADAS solutions.

Let’s look at the most significant of these.

BMW Partnership

The collaboration with BMW Group is perhaps the most technically substantive announcement from IAA Mobility 2025. Snapdragon Ride Pilot debuts as a production automated driving system in the all-new BMW iX3, the first vehicle in BMW’s Neue Klasse architecture. The system resulted from a three-year collaborative effort involving over 1,400 specialists across Germany, the USA, Sweden, Romania, and the Czech Republic. The company reports validation for use in more than 60 countries, with expansion to over 100 countries expected in 2026.

The Snapdragon Ride Pilot consists of multiple integrated layers:

Perception Stack

The system implements a camera-based vision architecture for object detection, surround view, lane recognition, traffic sign interpretation, parking assistance, driver monitoring, and mapping.

Qualcomm delivers enhanced perception performance through low-level perception using bird-eye-view (BEV) architecture and improved information extraction from fisheye cameras. The low-level perception fusion between camera and radar reduces tracking latency and optimizes system performance in active safety scenarios.

Safety Architecture

Qualcomm Snapdragon Ride Pilot prioritizes safety through compliance with Automotive Safety Integrity Levels (ASIL) and Functional Safety (FuSa) standards. The company also has support for compliance with NCAP, FMVSS127, and DCAS regulations.

The system addresses Safety of the Intended Functionality (SOTIF) requirements and incorporates multi-layered encryption and threat detection for cybersecurity protection.

Drive Policy Engine

The system uses a combination of rule-based and AI-based models for behavior prediction and behavior planning. This hybrid approach aims to enable safe handling of complex driving scenarios.

BMW and Qualcomm co-developed the drive policy engine, a significant differentiator (and departure) from turnkey solutions where automakers have limited ability to customize decision-making logic.

BMW iX3 Implementation

The automated driving system in the BMW iX3 integrates Snapdragon Ride SoCs for centralized sensor data processing, computer vision modules for perception, and the co-developed software stack including drive policy and safety guardrails.

BMW refers to this as the “Superbrain of Automated Driving,” claiming 20 times higher computing power than the previous generation. The system uses a unified architecture incorporating high-definition 8-megapixel and 3-megapixel cameras with radar sensors for 360-degree coverage. High-definition mapping and precise GNSS localization complete the sensor suite.

The system enables several advanced capabilities including contextual lane changes and overtaking based on driver cues, active lane change and highway assistant with hands-free driving on approved road networks, and AI-powered parking assistance with camera-based in-cabin monitoring.

Additionally, the BMW iX3 incorporates Qualcomm’s V2X 200 chipset for vehicle-to-everything communications, allowing vehicles to detect risks beyond line-of-sight ADAS sensor range.

Google Cloud: Automotive AI Agent Platform

Qualcomm and Google Cloud expanded their multi-year automotive relationship to enable agentic AI capabilities in vehicles. The collaboration integrates Google Cloud’s Automotive AI Agent, powered by Gemini models, with Snapdragon Digital Chassis solutions to help automakers build and deploy multimodal, hybrid edge-to-cloud AI agents.

This announcement expands the companies’ 2016 collaboration that brought the first embedded Android experience powered by Snapdragon to automotive applications.

The technical architecture combines several elements:

  • Hybrid Edge-to-Cloud AI Processing: The platform enables automakers to create branded and interactive experiences using Google’s Gemini and other models running both on-device and in the cloud. The tight integration between both solutions orchestrates on-device and on-cloud inferencing to provide maximal flexibility.
  • Reference Architecture: Qualcomm and Google Cloud allow automakers to reduce system development times by offering an optimized reference architecture and prebuilt capabilities for essential use cases including conversational navigation, media and entertainment, and vehicle controls.
  • Multimodal Capabilities: The Automotive AI Agent enables automakers to create experiences with multi-modal, multi-lingual, and multi-intent capabilities that move beyond simple commands to enhanced, conversational, personalized agents. These capabilities leverage Google’s Gemini models, which are designed to evolve in agentic capabilities over time.
  • Brand Control: The platform emphasizes giving automakers a “secure, brand-owned platform” that allows them to design advanced AI companions while maintaining control over the user experience.

HARMAN Partnership: Ready Lineup Integration

Qualcomm and HARMAN announced a strategic collaboration to deliver next-level cockpit solutions by pairing HARMAN’s market-ready automotive product portfolio with Snapdragon’s high-performance automotive compute.

The companies will ensure seamless compatibility between HARMAN’s Ready lineup (a modular market-ready product portfolio) and Qualcomm’s Snapdragon Cockpit Elite platform.

Qualcomm’s compute power will enhance several HARMAN products including Ready Engage with its Luna AI avatar for natural and empathetic interactions, Ready Vision QVUE for AR-rich visualization of critical information, and Ready Care for AI-based driver monitoring and tailored interventions.

The announcement emphasizes faster development cycles, reduced system complexity, and differentiated human-centric experiences for automakers.

  • Empathetic User Interfaces: The collaboration enables advanced AI models that deliver real-time ADAS visualization, situational intelligence, and empathetic user interfaces capable of interpreting and responding to driver and passenger emotions, preferences, and contextual cues.
  • Central Compute Architecture: The companies are working together on robust, scalable solutions for HARMAN’s Central Compute portfolio leveraging Snapdragon Ride Elite and Snapdragon Ride Flex SoC. These platforms introduce a central compute architecture that enables mixed criticality workloads to run concurrently on a single SoC.

The partnership targets European and Chinese markets where demand for intelligent, connected, and emotionally responsive mobility solutions is reportedly accelerating. HARMAN, as a subsidiary of Samsung Electronics, brings established automotive relationships and production-ready products that Qualcomm can leverage to accelerate market penetration.

Mercedes-Benz Partnership

Qualcomm’s multi-generational relationship with Mercedes-Benz continues with the integration of Snapdragon Cockpit Platform and Snapdragon Auto 5G Modem-RF solutions into the all-electric CLA and all-new electric GLC vehicles.

These vehicles utilize the Snapdragon Digital Chassis as a foundational platform for Mercedes-Benz’s proprietary MB.OS operating system. According to both companies, the platform delivers enhanced performance over previous generations.

Mercedes-Benz’s commitment to using Snapdragon Digital Chassis as a core component of MB.OS is a significant design win for Qualcomm, particularly as Mercedes pursues its electrification and digitalization strategy.

Valeo Partnership: ADAS/AD Solution Integration

Qualcomm and Valeo announced an expansion of their longstanding collaboration to deliver ADAS and Automated Driving solutions to the global automotive industry.

As a major tier-one supplier with established relationships across the automotive industry, Valeo provides Qualcomm with a critical go-to-market channel for Snapdragon Ride solutions.

The partnership integrates Qualcomm’s Snapdragon Ride Pilot solutions, including Snapdragon Ride SoCs and the Snapdragon Ride ADAS/AD software stack, with Valeo’s expertise in hardware and software including automatic parking algorithms, sensors, ECU systems, integration, and validation.

Analysis

Qualcomm’s IAA Mobility 2025 announcements show a comprehensive and sophisticated automotive strategy spanning digital cockpit, automated driving, AI agents, and partnerships with major automakers and tier-one suppliers.

Qualcomm’s comprehensive platform approach spanning connectivity, cockpit, and automated driving positions the company to capture multiple content opportunities within each vehicle platform.

The partnerships announced at IAA Mobility 2025 provide multiple paths to market: direct relationships with automakers like Mercedes-Benz and BMW, tier-one integrations with suppliers like Valeo and HARMAN, and ecosystem plays with Google Cloud’s automotive initiatives.

The production deployment of Snapdragon Ride Pilot in BMW’s iX3 provides crucial validation of Qualcomm’s automated driving capabilities and brings Qualcomm a significant competitive achievement against NVIDIA, Mobileye, and other ADAS providers.

The automotive industry’s transformation toward software-defined vehicles creates genuine opportunities for companies that can deliver integrated compute, connectivity, and AI capabilities. Qualcomm’s IAA Mobility 2025 show the company is one of the most significant contenders across these capability areas, backed by significant engineering investment and strategic partnerships.

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Disclosure: The author is an industry analyst, and NAND Research an industry analyst firm, that engages in, or has engaged in, research, analysis, and advisory services with many technology companies, which may include those mentioned in this article. The author does not hold any equity positions with any company mentioned in this article.