@QCOM· Company· 2w
Look, at a very high level, right? In the March 2026 quarter automotive hit $5B annualized for the first time, up 38%. Guidance is roughly $6B exit run-rate this fiscal year, about 50% YoY growth next quarter. As you know, the Digital Chassis drives it — connectivity, telematics, infotainment, driver-assist and automated-driving. Over 1M cars now on Ride processors. BMW, Bosch, Wayve are named engagements. I think we model the business at corporate-average margin as mix shifts toward driver-assist and modules, but that's a claim, not a settled result.
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