Name: 高通公司和沃爾沃公司首席執行官暢談人工智能和無人駕駛汽車的下一篇章 (Qualcomm and Volvo CEOs talk the next chapter for AI and driverless cars)
Uploaded: 2025-08-09T18:14:16.000Z
Duration: 31 min 25 s

Welcome to Beyond the Valley, a CNBC Tech podcast with Arjun Karpal and Tom Chitty.

歡迎收聽 CNBC 科技播客阿瓊-卡帕爾（Arjun Karpal）和湯姆-奇蒂（Tom Chitty）的《超越山谷》（Beyond the Valley）節目。

There were a few years where car companies were scared.

Tech companies were coming to eat their lunch.

Now, auto giants and tech firms are teaming up as the future car is reimagined.

現在，汽車巨頭和科技公司正聯手重新構想未來汽車。

One of those partnerships is between Volvo Cars and semiconductor giant Qualcomm.

沃爾沃汽車公司與半導體巨頭高通公司的合作就是其中之一。

And I have the CEOs of both companies here.

兩家公司的首席執行官都在這裡。

Cristiano Amon from Qualcomm and Jim Rowan from Volvo Cars.

高通公司的克里斯蒂安諾-阿蒙和沃爾沃汽車公司的吉姆-羅文。

Thank you both for joining me for this special edition of Beyond the Valley from the World Economic Forum's meeting in Davos.

感謝兩位參加本期達沃斯世界經濟論壇 "超越山谷 "特別節目。

So let's let's kick off the conversation with both you.

所以，讓我們開始你們倆的對話吧。

Car companies, the tech companies, that was the narrative a few few years ago.

汽車公司、科技公司，這是幾年前的說法。

So just give us a little a little rundown in history of the nature of of your relationship and what's changed.

所以，請給我們介紹一下你們關係的歷史，以及發生了哪些變化。

So maybe I'll start by saying a lot changed.

所以，也許我首先要說的是，很多事情都變了。

And, you know, I would dare to say that car companies, especially Volvo, it's a tech company today.

而且，我敢說，汽車公司，尤其是沃爾沃，如今已成為一家科技公司。

I think the car became a new computing service.

我認為汽車成為了一種新的計算服務。

You know, you drive the car, you work from the car, you get entertained from the car.

你知道，你開著車，在車上工作，在車上娛樂。

The car becomes really a lot of computation.

It changes the services, changes the driving experience, it changes the navigation.

它改變了服務，改變了駕駛體驗，改變了導航。

So so if we look at of a company like Qualcomm, which if you look at our assets as being high performance connectivity for the cloud, especially wireless connectivity, cellular Wi-Fi, everything high performance, low power computing and artificial intelligence processing at the edge, we look of a car.

是以，如果我們看一下像高通這樣的公司，如果你把我們的資產看作是雲計算的高性能連接，特別是無線連接、蜂窩 Wi-Fi、一切高性能、低功耗計算和邊緣人工智能處理，我們就會看到一輛汽車。

A car is mobile and needs to be connected.

You need it to have efficient computing, high performance computing for this transformation.

您需要高效計算、高性能計算來實現這一轉變。

是以，這就像是一種自然的合作關係。

And especially with Volvo, like Jim and I, we we we had worked together in in in the past and his prior life.

尤其是沃爾沃，就像吉姆和我，我們在過去和他之前的生活中曾經共事過。

它一直是一個很好的合作伙伴。

And it's an opportunity that both companies can actually on this on this space evolve together.

這是一個機會，兩家公司可以在這一領域共同發展。

And Jim, from your perspective, when you think about as a car company and a partnership with tech company, what are you thinking and how has that relationship changed?

吉姆，從你的角度來看，當你考慮作為一家汽車公司與科技公司合作時，你在想什麼，這種關係發生了什麼變化？

We had to make some some really quick decisions as we could see the transformation.

我們不得不迅速做出一些決定，因為我們看到了變化。

And everybody talks about the transformation and and the auto industry as being a transformation into from electrical from petrol to electrical propulsion.

每個人都在談論汽車工業的轉型，汽車工業正在從汽油推進向電力推進轉型。

Quite frankly, we know that we understand how to harness electricity from batteries and inverter modules and the BMS system that sits on top of that.

坦率地說，我們知道我們瞭解如何從電池、逆變器模塊和 BMS 系統中獲取電力。

It will get progressively better, of course, but really the profound change in the auto industry, which happened two or three years ago and is now accelerating, has been in four areas, software, silicon, connectivity and data.

當然，汽車業的發展會越來越好，但汽車業的深刻變革其實發生在兩三年前，現在正在加速，主要體現在四個方面：軟件、芯片、連接和數據。

And if you don't understand those as an auto company right now, you're already in trouble.

作為一家汽車公司，如果你現在還不瞭解這些，你就已經有麻煩了。

You might not you might not realize it, but trust me, you're in trouble.

你可能意識不到，但相信我，你有麻煩了。

And so when I say software, that's got to be the full software stack.

是以，當我說軟件時，必須是完整的軟件堆棧。

You've got to understand from the safety level all the way to the application layer.

你必須從安全層面一直理解到應用層。

The auto industry really had to learn as deeply embedded software, silicon, high computational silicon that's robust, that can be made at mass, that can be effective and what our customers need.

汽車行業確實需要深入學習嵌入式軟件、硅片、高計算硅片，這些都是堅固耐用、可大規模生產、有效的，也是我們的客戶所需要的。

And then we look at low latency connectivity and of course, then data and how you take that data, how you analyze that data, how you interrogate that data and push this back into the business so that you get meaningful decisions from that.

然後，我們會研究低延遲連接，當然還有數據，以及如何獲取數據、如何分析數據、如何查詢數據並將其反饋給業務部門，以便從中獲得有意義的決策。

And the big decisions that we had to make as a company is what do we build versus where do we partner?

作為一家公司，我們必須做出的重大決定是，我們應該建造什麼，而不是在哪裡建立合作伙伴關係？

And we look for the best partners in the world that could bring that high computational silicon such as Qualcomm so that we could get that into our product really quickly.

我們尋找世界上能帶來高計算硅片的最佳合作伙伴，比如高通公司，這樣我們就能很快將其應用到我們的產品中。

We could work with like minded people and our customers get the benefits of that.

我們可以與志同道合的人合作，客戶也能從中受益。

So that what this is positioned us to do is Volvo cars is a reasonably small player.

是以，我們的定位是，沃爾沃汽車是一家規模相當小的公司。

Let's remember, there's only three car companies in the world that have harnessed core compute technology at the very core, the software defined vehicle, Rivian, Tesla and Volvo.

讓我們記住，世界上只有三家汽車公司在軟件定義汽車的最核心部分利用了核心計算技術，它們是 Rivian、特斯拉和沃爾沃。

And we've done that because we could act quickly because we understand how to partner.

我們之所以能做到這一點，是因為我們能夠迅速採取行動，因為我們瞭解如何合作。

Yeah, Cristiano, Jim's alluded to the importance of silicon.

是的，克里斯蒂亞諾，吉姆提到了硅的重要性。

Many will probably know Qualcomm historically as a very smartphone centered company with your Snapdragon line of chips in the smartphones.

很多人可能都知道，高通公司在歷史上是一家以智能手機為中心的公司，在智能手機中使用 Snapdragon 系列芯片。

So what are you bringing to the table in autos?

那麼，你能為汽車行業帶來什麼？

Look, we saw early on a combination of two things.

聽著，我們很早就看到了兩件事情的結合。

One is we saw that exactly as Jim outlined, the computation is going to be very important in cars and in car is by definition unplugged.

一是我們看到，正如吉姆所概述的那樣，計算在汽車中將變得非常重要，而汽車的定義就是不插電的。

And and you have to have high performance computing, low power.

你必須擁有高性能計算和低功耗。

And on top of that, you have to have the ability to connect to the cloud for many, many different things.

除此之外，你還必須具備連接到雲的能力，以處理許多不同的事情。

So what we did, we said, how can we enable a platform that enable car companies?

是以，我們所做的是，我們說，我們如何才能打造一個能讓汽車公司受益的平臺？

They understand this transition to basically have what they need to build the car of the future.

他們瞭解這種轉變，基本上具備了製造未來汽車所需的條件。

And what we said instead of thinking about this as components, we said, why don't we build a platform?

我們說，為什麼不建立一個平臺呢？

And that's how we we got the idea to build the Snapdragon digital chassis, which we said, let's think about what is the future of of what we call the digital cockpit, all the computational power to go inside the car.

是以，我們萌生了打造驍龍數字底盤的想法，我們說，讓我們思考一下我們所說的數字駕駛艙的未來是什麼，所有的計算能力都將進入汽車內部。

Let's think about the software defined vehicle, the central safety grade, central processing unit that take all the functions of the car.

讓我們想想軟件定義的汽車、中央安全等級、中央處理單元，它們承擔了汽車的所有功能。

Let's connect the car to the cloud and let's create a processor that actually can drive a system driven autonomy.

讓我們把汽車連接到雲端，創建一個真正能夠驅動自動駕駛系統的處理器。

And with that approach, we said, let's move away from components to a platform.

有了這種方法，我們說，讓我們從組件轉向平臺。

It was interesting because everybody said, oh, you can't do this.

這很有趣，因為每個人都說，哦，你不能這麼做。

這對我們來說是一項偉大的事業。

We're going to dig into this tech stack a little bit more for sure.

我們肯定會對這個技術堆棧進行更深入的研究。

But, Jim, can I just come back to you first on electrification?

但是，吉姆，我能先跟你談談電氣化嗎？

You said, you know, working out that is is the easy bit.

你說過，你知道，解決這個問題很容易。

But really getting there at scale is a bumpy road, right?

但是，要真正達到這個目標，卻是一條崎嶇不平的道路，不是嗎？

It's not it's not a straightforward forward line.

You will see a lot of car companies potentially change their pledges on electric, full electric, et cetera.

你會看到很多汽車公司可能會改變他們在電動、全電動等方面的承諾。

So just lay us out, as you see it, some of the challenges to wide scale adoption of EVs, but the opportunities as you see it as well.

所以，請向我們介紹一下，在您看來，大範圍採用電動汽車所面臨的一些挑戰，以及您所看到的機遇。

So basically, as I see it, I'm an engineer, so I look at it from the base science and the physics.

所以基本上，在我看來，我是一名工程師，所以我從基礎科學和物理學的角度來看待這個問題。

If you look at an electrical propulsion system versus an internal combustion engine, a really good internal combustion engine, brand new, well tuned, 35 percent efficient, you lose the rest to heat, to vibration and to noise.

如果將電力推進系統與內燃機進行比較，一個真正好的內燃機，嶄新的，經過精心調試，效率高達 35%，其餘的則會因熱量、振動和噪音而損耗。

You take our latest electrical propulsion systems, 90 to 93 percent efficient.

我們最新的電力推進系統，效率高達 90% 至 93%。

Now, you don't need to be a data scientist to figure it.

現在，你不需要成為一名數據科學家也能弄明白。

And where energy is so scarce and you want to harness the most of the energy for forward propulsion of the vehicle, that becomes a big point.

在能源如此稀缺的情況下，要想利用大部分能源來推動車輛前進，這就成了一個大問題。

So but the friction factors that lie between full EV adoption is really five.

是以，全面採用電動汽車之間的摩擦因素其實有五個。

We need the cost of the batteries down and comparable with ICE.

我們需要降低電池成本，使其與內燃機相媲美。

We're working on that and we're making super headway.

我們正在努力，並取得了巨大進展。

The cost per kilowatt hour is coming down.

Technologies like LFP technology is helping us in that quest.

像 LFP 技術這樣的技術正在幫助我們實現這一目標。

Second one is range, which is basically energy density.

其次是射程，基本上就是能量密度。

How do you get more energy density into the batteries at the same cost?

如何在成本不變的情況下提高電池的能量密度？

Again, we're making massive headway on that.

同樣，我們在這方面也取得了巨大進展。

字幕列表影片播放

高通公司和沃爾沃公司首席執行官暢談人工智能和無人駕駛汽車的下一篇章 (Qualcomm and Volvo CEOs talk the next chapter for AI and driverless cars)

perspective

sort

basically

interact