Thread by @PatrickMoorhead

A real live press conference at #CES2022 woo hoo! @Qualcomm

Qualcomm CEO @cristianoamon kicking off the presser thanking everyone for coming. Said he expected five people but over 75 showed up. Lol!

Appreciating @cristianoamon doing a strategic overlay on Qualcomm's vision. All about the edge. $QCOM

Yep @Qualcomm is strong in premium Android. Not expecting MTK to make a dent in that in 2022.

Qualcomm's biggest non smartphone growth opportunities that are part of the 7x TAM. $QCOM

First announcement is about Arm based PC ecosystem and in the enterprise. The product product proof was announced in Hawaii last month.

Next announcement is a custom Snapdragon chip into a future Microsoft XR headset. And integration of Spaces into Microsoft Mesh. #Metaverse

Next, #5G wireless "fiber". AT&T backhaul and direct to consumer and business. #FWA

Now Qualcomm automotive. At first I was "meh" on the notion of a "digital chassis" but I'll admit now it is spot on and I like it. The notion of leveraging platforms across many different car models. Scale from entry to premium. L1 to L5.

Qualcomm and Volvo Polestar and next gen SUV. "Also working with Qualcomm". Dash and connectivity.

Qualcomm plus Honda. In car virtual assistant and infotainment. 2H this year.

Qualcomm announces Snapdragon Ride Vision System. Qualcomm + Arriver. In vehicles in 2024.

And Snapdragon Ride Vision SoC.

Really rounds out the entire Ride platform.

Partners for Snapdragon Ride platform. Impressive as Qualcomm went public only three years ago. And it already has a $10B backlog without ADAS. Adding Renault Group today.

Correction: $13B backlog. $QCOM

And like that, the first #CES2022 press conference has come and gone. Here's the @Qualcomm News.