Analysis Mobileye, Intel’s autonomous driving unit, offered a rather rosy outlook on the company’s advanced driver assistance systems (ADAS), with CEO Amnon Shashua claiming more than $17 billion in bookings through 2030 during his CES keynote this week.

However, the autonomous vehicle market remains in its infancy with many of the enabling technologies still under active development. Israel-based Mobileye may have won early credibility among automakers like BMW, Nissan, Volkswagen, and China’s Zeekr, but it’s not the only chipmaker eager to claim their share of the autonomous vehicle hype.

At GTC last fall, Nvidia unveiled its next-generation autonomous driving platform called Drive Thor. Based on the company’s Hopper microarchitecture, the system will reportedly deliver 2,000 TOPS (trillion operations per second) of inferencing performance when it rolls out to automakers in 2025. That’s about the time Mobileye plans to launch its sixth-gen EyeQ chips.

Qualcomm’s Snapdragon Ride Flex SoC, announced at the Consumer Electronics Show (CES) in Vegas this week, is expected to hit the road a year earlier. Much like Nvidia’s Drive Thor, the chip integrates multiple vehicle domains, like infotainment, ADAS, and autonomous driving into a single platform.

According to a Gartner report from September, these autonomous vehicle AI chips, which ingest and process the streaming data from vehicle sensors, are among the more accessible technologies necessary to realize the dream of fully autonomous vehicles in the near term, but they’re only part of the equation.

Qualcomm, Nvidia gain share, steal customers

In the six years since Intel acquired Mobileye for $15 billion, the division has gained stea