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June 22, 2021

BlackBerry QNX now in more than 195m vehicles

Software embed rises hugely in line with megatrends.

By Simon Warburton

BlackBerry says Strategy Analytics has determined its QNX software is now embedded in more than 195m vehicles, an increase of 20m from the year before.

BlackBerry maintains its QNX is the market leader for safety-certified embedded software in automotive.

Automakers and Tier 1s, including Aptiv, BMW, Bosch, Ford, GM, Honda, Mercedes-Benz, Toyota, and Volkswagen, have BlackBerry QNX software for a broad range of critical systems.

These include Advanced Driver Assistance Systems (ADAS), digital cockpits and secure data gateways, all of which are becoming increasingly prevalent in vehicles. BlackBerry also says its BlackBerry QNX royalty revenue backlog has increased to US$490m at the end of its first quarter of fiscal year, 2022.  This represents a 9% increase, from US$450m last year.

The backlog metric is calculated using contracted prices and future production volume estimates provided by the customer when they award BlackBerry a design win.  BlackBerry QNX has recently announced such wins with Baidu, Desay SV, Scania, Volvo and XPeng.

BlackBerry continues to clearly demonstrate its leadership position in safety-critical embedded automotive software, with both an increased vehicle count and strong growth in royalty revenue backlog,” said BlackBerry executive chairman & CEO, John Chen.

“Achieving over 195m vehicles marks the sixth consecutive year that this count has increased. We continue to innovate our platform, which further strengthens our market advantage.  BlackBerry QNX is very well positioned to capitalise on the secular trends of greater safety-critical software in the car, the transition to electric vehicles and the move towards autonomous drive.”

For his part, Strategy Analytics director, Automotive Connected Mobility, Roger Lanctot, added: “BlackBerry ‘s industry footprint continues to outpace overall market growth, as demonstrated by today’s announcement, which was achieved in spite of a challenging year for the automotive industry.

“Over the past six years, BlackBerry has successfully extended its market impact beyond infotainment, enabling wider adoption of advanced, safety critical systems in connected-autonomous vehicles.”

BlackBerry engaged with Strategy Analytics to verify the volume of vehicles embedded with BlackBerry QNX software, based on the number of QNX products shipped in the automotive market and the number of cars containing QNX products and technology.

The vast majority of BlackBerry QNX software products which are integrated and used in automotive ECUs, are licenced on a per-unit royalty basis.

BlackBerry QNX technology includes QNX Neutrino OS, QNX Platform for ADAS, QNX OS for Safety, QNX CAR Platform for Infotainment, QNX Platform for Digital Cockpits, QNX Hypervisor 2.2 and QNX acoustics middleware.

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