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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Changan

Chinese automotive major Changan Automobile and CAOA have inaugurated an automated production line in Anapolis, Brazil, marking the start of local assembly for the Changan UNI-T SUV.

The ceremony was attended by President Luiz Inacio Lula da Silva and Vice-President Geraldo Alckmin, signaling a phase of industrialisation and mobility investment in Brazil.

The inauguration initiates a USD 950 million investment cycle for 2026-2028, which adds to the earlier USD 570 million invested since 2023. Total investment in the Anapolis facility reaches USD 1.52 billion with the plant now equipped to have an annual production capacity of 90,000 units.

The UNI-T was developed over three years by a team of 200 Chinese and Brazilian engineers. Key technical features include:

  • Powertrain: A 1.5 Turbo GDi BlueCore Flex engine, calibrated by CAOA to operate on any ethanol-petrol blend.
  • Testing: The vehicle underwent 200,000 km of durability testing across various Brazilian climates.
  • Digital Features: A localised Portuguese voice control system and connected cockpit tailored for the domestic market.
  • Future Roadmap: Changan plans to introduce hybrid and electrified variants, supported by the federal government's MOVER programme.

The company expects to open over 60 dealerships across Brazil during 2026 to support its expanded sales footprint.

Zhu Huarong, Chairman, China Changan Automobile Group, said, "For Changan, Brazil is not only a place to invest, but a land where we committed to building a long-term future."

Carlos Alberto de Oliveira Andrade Filho, Co-President, CAOA, added, "The UNI-T represents far more than a new model. It demonstrates that Brazil can establish itself as a global hub for high-technology automotive engineering and production."

Ultraviolette Plots INR 2 Billion Investment To Scale Up Production In Karnataka, Plans New Plant Too

Ultraviolette Automotive

Bengaluru-headquartered electric two-wheeler manufacturer Ultraviolette Automotive has announced a 5-year investment plan to expand its manufacturing operations in Karnataka.

The company signed a Memorandum of Understanding (MoU) with the Government of Karnataka during the ‘Invest Karnataka’ Conclave in Bengaluru, securing proposed incentive support through the Production-Linked Incentive (PLI) scheme.

The EV maker has announced a two-phase expansion strategy to increase domestic production and support global export requirements:

Phase 1: An investment of INR 2 billion to enhance existing capacity and manufacturing at the current Bengaluru facility.

Phase 2: The establishment of a new production plant in Karnataka with an annual capacity of 150,000 units.

The plan aims to deepen local manufacturing, create employment and accelerate research and development within the electric vehicle sector. Ultraviolette currently produces the F77 performance motorcycle and the X-47 Crossover, utilising proprietary battery technology.

Headquartered in Bengaluru, Ultraviolette intends to expand its Indian retail presence from 40 to 100 cities by the end of 2026. Internationally, the company has entered 12 European countries and has scheduled further expansion into Asian and Latin American markets.

Narayan Subramaniam, CEO and Co-Founder, Ultraviolette Automotive, said, “Karnataka has been central to Ultraviolette’s vision of Making in India for the World. This proposed manufacturing expansion reflects our confidence in the state’s forward-looking EV ecosystem, talent, and policy support. The combination of infrastructure readiness, proactive governance, and long-term incentive visibility creates a strong foundation for Ultraviolette’s next phase of growth.”

Niraj Rajmohan, CTO and Co-Founder, Ultraviolette Automotive, added, “Karnataka has been home to Ultraviolette’s R&D journey from the very beginning. The state offers a unique combination of deep engineering talent, strong supplier networks, and close proximity to key industrial and manufacturing hubs. What makes this especially meaningful for us is that we have built world-class products here proving that with the right talent, ambition, and ecosystem, innovation can be created right here in Karnataka.”

Octillion Power Systems India Surpasses 100,000 EV Battery System Milestone

Octillion

Octillion Power Systems has announced that its India division has manufactured its 100,000th electric vehicle (EV) battery system. The milestone unit was produced on 20 March 2025 at the company’s ‘Pune Two’ facility for a passenger SUV developed by an Indian automotive manufacturer.

Since commencing Indian operations in 2017, Octillion has expanded from a single facility in Pune to three manufacturing sites across Pune and Gujarat. The company currently operates over 300,000 square feet of production space.

At present, the company’s annual energy production is expected to reach 8 GWh by 2026. The division supplies battery systems for passenger cars, trucks, buses and two-wheelers and three-wheelers. The company recently announced the build-out of its third major facility in Halol, Gujarat, to support a domestic supply chain and mass-scale quality control.

Paul Beach, Global President, Octillion, said, “Reaching 100,000 units made in India is a testament to the hard work and dedication of our entire team. This milestone reflects the trust our clients place in us to deliver safe, durable, and innovative batteries on time replete with exceptional value. Our position is strengthened as we expand in India and continue driving forward: product innovation, market growth and a more resilient supply chain.”

Nikhil Parchure, Senior Vice-President, Octillion, commented, “Our ambition in India is to enable cleaner, more sustainable transportation to help combat the pollution affecting our cities and communities. Reaching 100,000 packs is proof of our India team’s extraordinary dedication to this mission. We deeply appreciate our customers’ trust and we take pride in knowing that vehicles powered by Octillion batteries reflect the ingenuity and excellence of India.”

Tsuyo Manufacturing Secures Clearance For INR 2.5 Billion EV Powertrain Facility In Karnataka

Tsuyo Manufacturing

Tsuyo Manufacturing has received Single Window Clearance from the Government of Karnataka to establish a 20-acre electric vehicle (EV) powertrain manufacturing and validation facility in the Hubli-Dharwad region. The project follows a Letter of Intent (LoI) signed during the Bengaluru Tech Summit in November 2025.

The company will invest INR 2.5 billion to develop an integrated campus for the development, production and validation of EV powertrain technologies. The facility will house assembly lines and laboratories for electric traction motors, motor controllers, power electronics and drivetrain systems.

The site will also include a dedicated open test track specifically designed for commercial-vehicle powertrain validation.

The project will be executed in two distinct phases to scale voltage and power capabilities:

  • Phase 1: Focuses on powertrain platforms up to 250 kW with voltage architectures up to 650V.
  • Phase 2: Expands capacity to develop powertrains up to 1100 kW with high-voltage architectures reaching 850V DC.

This infrastructure is intended to serve a range of sectors, including three-wheelers, passenger vehicles, commercial vehicles and industrial mobility.

The initiative is expected to create over 500 engineering and technical jobs over the next three years. It aims to support the growth of a localised EV component supply chain in India, reducing reliance on imports for motor design and power electronics engineering.

Vijay Kumar, Founder & CEO, said, “The Hubli–Dharwad facility will be a significant breakthrough in Tsuyo’s mission to build a globally competitive EV powertrain ecosystem from India. With advanced manufacturing, integrated validation infrastructure, and system-level engineering capabilities, this investment will enable us to deliver high-power, high-voltage electric powertrain solutions for both domestic and international markets. Our focus is to develop and manufacture complete electric powertrain systems with world-class engineering and validation capabilities. The new facility will allow Tsuyo to accelerate innovation in motors, power electronics, and integrated drivetrain solutions while meeting the reliability and performance standards required by Indian as well as global OEMs.”

Lalit Baid, Founder & COO, commented, “The facility will be developed in two phases to progressively scale our integrated EV powertrain technology capabilities. Phase 1 will support powertrain platforms of up to 250 kW with voltage architectures up to 650V, while Phase 2 will expand our capabilities to develop powertrains of up to 1100 kW with high-voltage architectures reaching 850V DC. Importantly, the project will also create over 500 jobs, reinforcing our pledge to building advanced EV technologies and strengthening India’s domestic electric mobility ecosystem.”

Vikas Verma, Partner at Avaana Capital, added, “From the outset, what stood out to us about Tsuyo was the team’s rare combination of deep engineering capability, product innovation, disciplined execution, and focus on localized manufacturing to build globally competitive EV powertrain technologies from India. The approval of this facility is a testament to Tsuyo’s rapid progress and its strong trajectory in scaling both manufacturing and technological capabilities. Their continued progress in building advanced EV powertrain solutions in India is closely aligned with our conviction in the long-term potential of the country’s electric mobility ecosystem.”