Qualcomm And Nvidia See Gain In Automotive Business

Introducing significant advancement in automotive semiconductor technology at the recent Snapdragon Summit 2024 with a focus on improving the cockpit and ADAS experience, Qualcomm has reported strong growth in its automotive revenue in the current calendar year. 
The growth story at Nvidia – with a lucrative detour into AI – is indicative of the developments in autonomous vehicle technologies.  
The tech major may not enjoy the popularity or acceptance that Qualcomm has come to command, the fact is, both are seeking an innovative approach to automobiles as their users seek new and exciting features. 
While legacy automotive tier 1 suppliers like Schaeffler, Bosch and others facing the challenge of sluggish demand, the system-to-chip (SoC) technology companies like Qualcomm and Nvidia are engineering a different dimension to the art of automobile design, development and manufacture.  
Enjoying an EBITDA margin of around 30 percent as compared to the five percent EBITDA margin roughly of tier 1 automotive suppliers, Qualcomm and Nvidia are driving the age of software defined vehicles that are already calling for engineers with a deeper understanding of software. 
C++ or Autosar may be the language most automotive software programmes use as the basis, from a features or convenience point of view, even the presence of rain sensing wipers or an air-con that can be switched on or off with a voice command are fast gaining prominence among automotive buyers as they seek a different level of emotion connection with their set of wheels. 
From a vehicle architecture point of view, please consider the Qualcomm’s Snapdragon Digital Chassis. It has evolved with the introduction of the Snapdragon Cockpit Elite and Snapdragon Ride Elite platforms on the hardware side. 
Aiding faster computing speeds, both the platforms feature the Oryon CPU. This CPU has been optimised for automotive safety standards and designed for 3x faster CPU performance than previous generations, according to Qualcomm sources.  
Aiding to enhance in-vehicle digital experiences by integrating advanced infotainment with autonomous driving capabilities on a single chip, developments like this mark an interesting milestone in the world of automobiles. 
An important milestone will be the plan by Qualcomm to introduce lower-tier versions of these platforms to broaden their applications, enabling automakers to develop cost-effective solutions across various market segments. 
The Cockpit Elite and Ride Elite SoCs are expected to be available to manufacturers starting in 2025, with early adopters such as Mercedes-Benz and Li Auto planning to integrate these technologies into their upcoming models. 
The first vehicles using these platforms are expected to be available by 2026 in China. Releases in other markets in the world will soon follow. 
Talking about Nvidia's lucrative detour into AI, Ola Electric has developed an Ola Digital Twin platform on NVIDIA Omniverse that is helping it to achieve 20 percent faster time-to-market – from design to commissioning for its manufacturing operations.
Built on NVIDIA Isaac Sim, the Ola Digital Twin platform taps into core Omniverse technologies like OpenUSD for data interoperability, RTX for physically-based rendering, and generative AI for accelerated world building to generate synthetic data or training autonomous mobile robots and robotic arms.
Consulting leaders such as Tata Consultancy Services (TCS) and Tech Mahindra are developing industrial AI applications and services on Omniverse to help manufacturers develop digital twins for accelerated factory planning, optimised processes, robotics training and large-scale automation, according to an industry source aware of the new developments in AI and industrial automation.

Edge AI and software virtualisation
At Snapdragon Summit 2024, Qualcomm emphasised the benefits of edge AI over traditional cloud-based solutions, particularly in terms of privacy and latency. 
By processing data locally within the vehicle, edge AI enhances data security and ensures that sensitive information remains protected. Recent advancements in AI models, such as Llama 3.0, illustrate that edge AI can deliver strong performance while reducing memory requirements, which may lead to cost savings for manufacturers.
Interesting, use cases covering nearly every aspect of heavy manufacturing — from building virtual factories for real-time factory planning and monitoring, to creating digital twins of aircraft components for immersive training and predictive maintenance, Nvidia’s Omniverse is being used to simulate autonomous vehicles; to enable automotive companies to simulate and validate complex driving scenarios without the need for physical testing. 

Image for representative purpose only

Kinetic Engineering Upgrades Ahilya Nagar Facility With Robotic Chassis Line

Ajinkya Firodia - KEL

Pune-headquartered automotive company Kinetic Engineering has inaugurated its new Robotic Chassis Line at its plant in Ahilya Nagar, Maharashtra. This upgrade is part of a series of changes to improve the company's production capabilities.

The new line uses robots for welding and has a specific cell for the Kinetic DX EV e-scooter frames, clamping auto fixtures. This system is designed to provide consistency and accuracy. The facility's metal body panel line has also been upgraded with hydraulic and mechanical presses, as well as spot welding equipment.

The company's paint shop now uses a seven-tank process that includes a CED coating and a metallic topcoat for better protection and finish. A new store for frame parts has also been set up with quality control systems to manage inventory and supply parts to the assembly line.

Ajinkya Firodia, MD, Kinetic Engineering, said, “The future of manufacturing belongs to companies that can seamlessly integrate automation, precision and sustainability into their processes. With the inauguration of our robotic chassis line, we are not just upgrading a facility, we are reimagining how manufacturing should be done in India. This move positions us to deliver unmatched consistency and reliability, while also setting a benchmark for how automation can transform traditional industries. At Kinetic, we see this as part of a larger shift where Indian manufacturing stands shoulder to shoulder with the best in the world.”

Mukand Sumi Special Steel to Build New EUR 234M Integrated Steel Plant In Karnataka

Mukand Sumi Special Steel

Mukand Sumi Special Steel (MSSSL), a joint venture between India’s Bajaj Group and Japan’s Sumitomo Corporation, has announced a major expansion with the construction of a new integrated steelmaking facility in Kanakapura, Koppal, Karnataka.

The new greenfield plant will boost MSSSL's production capacity to 700,000 tonnes per annum, making it one of India's leading special steel manufacturers. The project, which is currently awaiting environmental clearances, involves a capital investment of INR 23.45 billion, or around EUR 234 million.

The expansion is driven by the increasing demand for high-quality special steel in India's industrial, energy, and automotive sectors, supported by government initiatives like Atmanirbhar Bharat and strong economic growth. Since its inception in 2018, MSSSL has produced approximately 350,000 tonnes of special steel products annually, primarily for the automobile and engineering markets.

The new facility is designed with sustainability as a priority, adopting a Zero Liquid, Solid and Gaseous Discharge Model. It aims to source over 95 percent of its energy from renewables and is a crucial step towards the company's goal of achieving net-zero steel manufacturing by 2050. Future phases will incorporate hydrogen-ready infrastructure and carbon capture technologies.

Vipul Mashruwala, President, MSSSL, said, "This expansion marks a significant milestone in our long-term growth roadmap. Guided by the forward-looking vision of our Chairman, Niraj Bajaj, we are investing in sustainable and future-ready technologies that will strengthen our position in the global special steel market."

He added that the new facility will allow them to ‘serve growing demand with greater efficiency, quality, and environmental responsibility.’

The new plant is expected to begin operations by early 2028 and will include iron making, steel making, and blooming mill facilities with an initial capacity of 0.35 million tonnes per annum. The investment will also focus on integrating automation and digital technologies to ensure consistent product quality and optimised energy use.

The expansion will enable MSSSL to focus on critical applications in the automotive, railway, oil and gas, energy and bearing steel sectors, aligning with India’s ‘Industry 4.0’ initiative.

PM Modi Flags Off Maruti Suzuki’s First Made-in-India EV, e Vitara

Maruti Suzuki e Vitara

The Prime Minister of India Narendra Modi commemorated the start of production of Maruti Suzuki India’s first battery electric vehicle (BEV), the e Vitara, at Suzuki Motor Gujarat.

The model is being manufactured for both domestic sales and exports to over 100 countries, including markets in Europe and Japan. Maruti Suzuki India aims to produce 67,000 electric vehicles during FY2026. 

At the same event, PM Modi also marked the start of local manufacturing of lithium-ion battery cells and electrodes for strong hybrid vehicles at TDS Lithium-Ion Battery Gujarat, a fellow subsidiary of Maruti Suzuki India. This makes TDSG the first company in India to achieve electrode-level localisation of lithium-ion battery cells, used in hybrid systems of models such as the Grand Vitara.

Maruti Suzuki said the e Vitara, built on a dedicated EV platform, will be India’s largest mass-produced and exported electric vehicle. The first export batch will be shipped via Pipavav port to European countries including the UK, Germany, France, Italy and the Nordics.

Toshihiro Suzuki, Representative Director and President, Suzuki Motor Corporation, said, “We are deeply honoured that Hon’ble Prime Minister graced the occasion of commemoration of two historic events for the Indian automobile industry. His inspiration and visionary leadership have made this possible. His vision of Make in India and Aatmanirbhar Bharat have been inspiring Suzuki to invest in India. These milestones are also a testimony to the enduring Indo-Japanese partnership, built on mutual trust and a shared vision for progress and a carbon neutral future. We will provide all products and technologies that will reduce oil consumption and imports and carbon emissions like battery electric vehicles, strong hybrid electric vehicles and vehicles powered by natural gas and biofuels.” 

Suzuki has further announced that the automaker will invest over INR 700 billion in India over the next five to six years.

Tomcar ATV

JSW Sarbloh Motors, a subsidiary of JSW Defence, a JSW Group company, has formed a strategic joint venture with Tomcar USA, a leading manufacturer of all-terrain vehicles (ATVs), for the local production of the TX range ATVs in India.

This partnership marks the expansion for JSW Group in the mobility space, especially for indigenous manufacturing of tactical mobility platforms for Indian Armed Forces, Central Armed Police Forces (CAPFs), State Police units and strategic industrial sectors requiring ultra-durable extreme mobility off-road platforms.

As part of the understanding, JSW Sarbloh Motors will indigenise, manufacture, assemble and support the Tomcar TX range at its facility in Chandigarh with the first product expected to be rolled out by early-2026, with field trials and demonstrations planned for multiple defence and paramilitary agencies in the coming months.

Parth Jindal of the JSW Group, said, "We are delighted to announce this strategic joint venture between JSW Sarbloh Motors and Tomcar USA, which marks a significant milestone in our commitment to enhance India's defence capabilities. The TX platform is designed to meet the rigorous demands of our armed forces and security agencies whilst ensuring superior durability, flexibility, and safety. At JSW, we believe in combining cutting-edge technology with local production capabilities to foster a robust industrial ecosystem that strengthens our national security and creates job opportunities.”

Jaskirat Vladimir Singh Nagra, CEO and Founder Director, JSW Sarbloh Motors, said, "This joint venture is more than a business partnership, it is a strategic alignment of vision and purpose. We are committed to offering India’s defence and industrial sectors world-class mobility platforms with the ruggedness, modularity, and reliability they demand. We look forward to this exciting collaboration and are confident that our joint efforts will set new standards in tactical mobility within India and beyond."

Ram Zarchi, Founder & Principal, Tomcar USA, said, "We are honoured to announce our strategic joint venture with the JSW Group, marking a pivotal milestone in Tomcar’s entry into India. This partnership will allow us to deliver our proven platforms to the Indian Armed Forces, combining Tomcar’s decades of mission-grade engineering with JSW’s advanced manufacturing expertise and first-class leadership. Together, we will strengthen India’s tactical mobility capabilities while expanding Tomcar’s global footprint, particularly into right-hand-drive markets.”

Mark W. Farage, Interim CEO, Tomcar USA, added, “This joint venture is the culmination of a thoughtful and deliberate process aimed at creating a truly strategic partnership. We are excited to hopefully contribute to India’s adaptation to the demands of modern warfare by providing the proven, battle-tested Tomcar platform to the Indian Army. In addition, we see enormous opportunity to deploy the Tomcar into India’s diverse commercial sectors – from mining and timber, to search and rescue, border patrol, farming, and beyond. This partnership positions us to deliver unmatched performance, durability, and reliability to customers