Qualcomm And Nvidia See Gain In Automotive Business

Introducing significant advancement in automotive semiconductor technology at the recent Snapdragon Summit 2024 with a focus on improving the cockpit and ADAS experience, Qualcomm has reported strong growth in its automotive revenue in the current calendar year. 
The growth story at Nvidia – with a lucrative detour into AI – is indicative of the developments in autonomous vehicle technologies.  
The tech major may not enjoy the popularity or acceptance that Qualcomm has come to command, the fact is, both are seeking an innovative approach to automobiles as their users seek new and exciting features. 
While legacy automotive tier 1 suppliers like Schaeffler, Bosch and others facing the challenge of sluggish demand, the system-to-chip (SoC) technology companies like Qualcomm and Nvidia are engineering a different dimension to the art of automobile design, development and manufacture.  
Enjoying an EBITDA margin of around 30 percent as compared to the five percent EBITDA margin roughly of tier 1 automotive suppliers, Qualcomm and Nvidia are driving the age of software defined vehicles that are already calling for engineers with a deeper understanding of software. 
C++ or Autosar may be the language most automotive software programmes use as the basis, from a features or convenience point of view, even the presence of rain sensing wipers or an air-con that can be switched on or off with a voice command are fast gaining prominence among automotive buyers as they seek a different level of emotion connection with their set of wheels. 
From a vehicle architecture point of view, please consider the Qualcomm’s Snapdragon Digital Chassis. It has evolved with the introduction of the Snapdragon Cockpit Elite and Snapdragon Ride Elite platforms on the hardware side. 
Aiding faster computing speeds, both the platforms feature the Oryon CPU. This CPU has been optimised for automotive safety standards and designed for 3x faster CPU performance than previous generations, according to Qualcomm sources.  
Aiding to enhance in-vehicle digital experiences by integrating advanced infotainment with autonomous driving capabilities on a single chip, developments like this mark an interesting milestone in the world of automobiles. 
An important milestone will be the plan by Qualcomm to introduce lower-tier versions of these platforms to broaden their applications, enabling automakers to develop cost-effective solutions across various market segments. 
The Cockpit Elite and Ride Elite SoCs are expected to be available to manufacturers starting in 2025, with early adopters such as Mercedes-Benz and Li Auto planning to integrate these technologies into their upcoming models. 
The first vehicles using these platforms are expected to be available by 2026 in China. Releases in other markets in the world will soon follow. 
Talking about Nvidia's lucrative detour into AI, Ola Electric has developed an Ola Digital Twin platform on NVIDIA Omniverse that is helping it to achieve 20 percent faster time-to-market – from design to commissioning for its manufacturing operations.
Built on NVIDIA Isaac Sim, the Ola Digital Twin platform taps into core Omniverse technologies like OpenUSD for data interoperability, RTX for physically-based rendering, and generative AI for accelerated world building to generate synthetic data or training autonomous mobile robots and robotic arms.
Consulting leaders such as Tata Consultancy Services (TCS) and Tech Mahindra are developing industrial AI applications and services on Omniverse to help manufacturers develop digital twins for accelerated factory planning, optimised processes, robotics training and large-scale automation, according to an industry source aware of the new developments in AI and industrial automation.

Edge AI and software virtualisation
At Snapdragon Summit 2024, Qualcomm emphasised the benefits of edge AI over traditional cloud-based solutions, particularly in terms of privacy and latency. 
By processing data locally within the vehicle, edge AI enhances data security and ensures that sensitive information remains protected. Recent advancements in AI models, such as Llama 3.0, illustrate that edge AI can deliver strong performance while reducing memory requirements, which may lead to cost savings for manufacturers.
Interesting, use cases covering nearly every aspect of heavy manufacturing — from building virtual factories for real-time factory planning and monitoring, to creating digital twins of aircraft components for immersive training and predictive maintenance, Nvidia’s Omniverse is being used to simulate autonomous vehicles; to enable automotive companies to simulate and validate complex driving scenarios without the need for physical testing. 

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Stellantis Stamping

European auto major Stellantis has installed a blanking press at its Warren Stamping Plant in Michigan to increase in-house production capacity. This development supports the manufacturing of components for Chrysler, Dodge, Jeep and Ram vehicles in North America.

The Warren Stamping Plant and the Sterling Stamping Plant supply components – including hoods, doors and liftgates – to assembly plants in the U.S., Canada and Mexico. These operations contribute to the volume growth targets established in the FaSTLAne 2030 strategy.

Ed Daniels Jr., Vice-President of North America injection and stamping operations, Stellantis, said, “When people think about vehicle manufacturing, they usually picture the assembly line. But stamping is where that work begins. Sterling and Warren give our North America operations the scale, speed and flexibility needed to deliver precision parts on time, support key vehicle programs and help drive sustainable, profitable growth. As Stellantis executes its USD 13 billion U.S. investment plans, these plants and the people behind them are critical to strengthening our manufacturing foundation and keeping assembly operations moving.”

The new press at the Warren facility is expected to produce between 4.5 million and 6 million parts annually for the Ram 1500, Wrangler, Gladiator and Grand Cherokee.

Curtis Booth, Vice-President and Plant Manager, Warren Stamping Plant, Stellantis, added, “The new press has the capacity to produce between 4.5 million and 6 million parts annually for vehicles, including the Ram 1500 and three Jeep models – the Wrangler, Gladiator and Grand Cherokee. Together, the Hellcat line and the new blanking press give WSP the ability to both prepare and form critical vehicle components within a highly integrated manufacturing operation.”

Quality control is maintained using the Automated Body Inspection System, which validates geometry and precision during production.

Greg ‘Butch’ Bauer, Vice-President and plant manager, Sterling Stamping Plant, Stellantis, said, “Our workforce is what makes an operation like this possible. There’s a level of ownership and pride across every shift that ensures we’re delivering the same quality and performance at all times.”

TVS Motor Company Celebrates One Millionth iQube Rollout

TVS iQube

Chennai-headquartered two-wheeler and three-wheeler major TVS Motor Company has reached a new production milestone with the rollout of the one-millionth TVS iQube electric scooter from its manufacturing facility in Hosur.

This achievement, reached six years after the model's 2020 launch, highlights the adoption of electric two-wheelers in the Indian market.

The company said that the iQube community has achieved significant metrics since the model’s introduction, including covering 14.94 billion kilometres, 522,969 tonnes of CO2 saved, which translates to nearly plantation of 20.9 million trees.

The iQube portfolio has expanded since 2020 to include various battery capacities, range options and connectivity features. TVS Motor Co has supported this growth through a service and sales network consisting of more than 3,300 touchpoints across 3,000 cities.

Sudarshan Venu, Chairman, TVS Motor Company, said, “The rollout of one million TVS iQubes reflects the scale at which electric mobility is becoming part of everyday life in India. The milestone is built on years of investment in engineering, innovation and manufacturing capabilities that have enabled us to build world-class electric mobility solutions designed and manufactured in India for the world.”

The company credits this milestone to its focus on in-house R&D and manufacturing, noting that the iQube serves as a central element of its strategy to support India's transition to sustainable, self-reliant mobility.

Solaris Opens New Assembly Hall In Sroda Wielkopolska

Solaris

Solaris, a leading European bus manufacturer, has opened a production hall in Sroda Wielkopolska, which further supplements the company’s manufacturing operations, including a welding plant established in the area in 1998.

The 7,000-square-metre facility is dedicated to the assembly of city buses. Previously, this stage occurred only in Bolechowo, but production will now take place at both sites. This development increases production capacity by 500 vehicles per year, bringing the firm closer to a target of 2,000 vehicles annually. The project has created 300 jobs, with additional roles generated in the supply chain.

In 2025, Solaris delivered 1,631 vehicles, of which 86 percent were battery-electric, hydrogen or trolleybus models.

The company is supplying the buses to its customers in the United States and Canada and plans to further expand its intercity bus range in Europe.

Agata Standa, CEO, Solaris, said, “We are investing in expanding our production capacity and product portfolio to meet the growing demand for sustainable transport in Europe and in new markets.”

Solaris has secured 47 hectares of land in Sroda Wielkopolska for a second facility dedicated to intercity buses, which is scheduled to reach operational status in 2029.

NIO

Chinese new energy vehicle company NIO has announced that on 22 June 2026, the World Economic Forum (WEF) officially designated NIO Factory Two (NIO F2) as a member of its Global Lighthouse Network (GLN). This recognition highlights NIO’s success in deploying Fourth Industrial Revolution technologies at scale.

The WEF selection process, conducted in partnership with McKinsey & Company, evaluated NIO F2 on its ability to integrate advanced digital and AI-driven systems. NIO was specifically recognised for:

  • Integrated Ecosystem: Developing a real-time, closed-loop system that connects in-vehicle AI, battery swap networks and a digital twin platform.
  • Operational Efficiency: The factory manages over 3.6 million vehicle configurations, which has successfully accelerated speed-to-market by 44 percent.
  • R&D Automation: The implementation of advanced systems has allowed for the automation of 90 percent of R&D workflows.
  • AI-Driven Decision Making: Approximately 80 percent of manufacturing scenarios at the facility are now supported by AI-driven decision-making, leveraging a mix of industrial AI algorithms and in-house developed foundation models.

NIO F2 is a fully digitalised smart factory located in the Xinqiao Industrial Park. Prior to this international recognition, the site earned several domestic accolades, including the National Green Factory awarded by China’s Ministry of Industry and Information Technology (MIIT) and the Super Automotive Factory designated by the China Automotive Technology and Research Center (CATARC).

Beyond its technical achievements, the factory maintains an open-engagement policy. Since 2018, NIO’s assembly plants have hosted nearly 300,000 global visitors, aiming to showcase the advancements in China’s intelligent manufacturing ecosystem.

NIO intends to use the GLN standards as a benchmark for its future manufacturing systems, continuing the integration of AI to set new standards in intelligent EV production.