The current market is pricing self driving technology stocks at a huge upward valuation.
However, soon everyone will have realistic expectations on the self driving cars market as players like Google (Waymo and FCA), Tesla, Samsung, NVIDIA, Intel (thru Mobileye), Panasonic, Amazon (thru Alexa), Qualcomm (using 820A and C2VX) have their solutions testing with manufacturers like Merc, Ford, GM, Audi etc.
So eventually NXP will have a lesser laurels to count upon by losing market share qtr after qtr.
In the mean time QCOM can have partnership with all the above parties as C2VX will be needed by all not just NXPI.
Here are the leading players in random order
NXP
Bluebox Engine (NXP S32VLS2)
NXP ADAS
NXP SAF4000 Platform
NVIDIA
Audi will be using Nvidia's Drive PX 2 platform and DriveWorks software.
Nvidia's PilotNet deep neural networks
Nvidia and Audi first graced CES together some seven years ago, in a partnership that gave birth to the latter's MMI navigation system and virtual cockpit, powered by Nvidia's GPUs.
Audi's zFAS system is the heart of its autonomous vehicles, and is built around Nvidia silicon
GOOGLE
Fiat-Chrysler (FCA) and Alphabet's new Waymo division announced a partnership to work on an Android-based reboot of FCA's Uconnect operating system
Mercedes will integrate Google Assistant into its 2017 models
PANASONIC
The experience is powered by Panasonic's Cognitive Infotainment (PCI) platform
SAMSUNG
Ford is integrating its Sync IVI system with Samsung Gear S2 and S3,
AMAZON
Ford's Amazon Alexa-based system
INTEL
Intel Go Automotive SDK
Mobileye's EyeQ chip, which supports computer vision in the ADAS (advanced driver assistance systems) which Mobileye dominates.
QCT
The Drive Data Platform is based on the Snapdragon 820Am, and will make extensive use of the Snapdragon Neural Processing Engine
9150 C-V2X chip
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