In Good Company with Nicolai Tangen · Sep 30, 03:00 AM UTC
Horizon Robotics CEO names Qualcomm among chip competitors
Historical operation · Retained
“>> Who do you compete with? >> Oh, very good question. I think uh like a mobile eye, you know, uh and uh also Huawei and quite a few domestic players like Black Sesame. I'm not sure if you ever heard of that. And uh Qualcomm and Media, Texas Instrument, you know, Renus uh NXP. So uh actually a lot of uh global and uh China technology companies.”
Quoted source · 02:43–03:14 · 10 source segments
- [1] 02:43–02:48
- [2] 02:46–02:51
- [3] 02:48–02:55
- [4] 02:51–02:57
- [5] 02:55–03:00
- [6] 02:57–03:03
- [7] 03:00–03:07
- [8] 03:03–03:10
- [9] 03:07–03:11
- [10] 03:10–03:14
Model assessment
The guest CEO of Horizon Robotics, when asked who his company competes with, listed Qualcomm alongside Mobileye, Huawei, Black Sesame, MediaTek, Texas Instruments and NXP as competitors in the automotive chip space. This is a competitive-landscape mention only; it provides no material catalyst, financial update, or change to Qualcomm's expected fundamentals, and the previous system signal is null, so no BUY, SELL, or HOLD operation is supported.
10 exact transcript citations