What cars are you noticing?

I can only speak of what I see here in the US, I just seen the new 26 Nissan Muranos that have QNX, the more advanced ADAS systems, Stellantis products, GM products, Ford Products, Seeing more models rolling off the lines with the more advanced ADAS across multiple models and manufacturers. The next few years shall be interesting.

To add to that, seeing a major push across all automakers for SDV, actually seeing this is certain Govt vehicles like fire trucks for instance (not that they are using QNX) but seeing where it’s more signal processing through base strands that are programmed and the signals being sent through those pairs and being processed by the nodes that need that particular signal if that makes sense. Seeing things in multiple areas that will make the future very interesting. As far as vehicles in my area, in the area of the South most are Fords, Chevy, GMC products. I do see more teslas on the road but I do not see many EV’s on the road compared to ICE.

I surely see likes tones of EVs in China.

European here. Pretty much all our cars are SDV (or SDV-ready). And indeed an increasing amount of Chinese brands on the road. BYD probably being the bigger one. But I believe Europeans will for the most part remain loyal to legacy brands. The thing is, I think QNX has been in our cars for over a decade. The key is cars being 'SDV-ready' and increasing their reliance and usage of QNX. That's where royalties will grow.

I notice BB dropping in price every day

Recent Mercedes CLA cars has the QNX OS part of the ADAS ECU.