Qualcomm Technologies announced the launch of its Dragonwing IQ10 Series processor, a high‑performance, low‑power chip designed specifically for industrial autonomous mobile robots (AMRs) and advanced full‑size humanoids. The IQ10 delivers heterogeneous edge computing, edge AI, and mixed‑criticality support in a single package, enabling robots to perform perception, motion planning, and human‑robot interaction in real‑time while maintaining strict power budgets.
The company highlighted a growing partner ecosystem that includes Kuka Robotics, Booster, VinMotion, and Figure. Qualcomm is in active discussions with Kuka to embed the IQ10 into next‑generation robotic platforms, while Booster and VinMotion are exploring joint solutions that combine Qualcomm’s AI stack with their motion‑control expertise. The partnership strategy positions Qualcomm to accelerate adoption across the industrial and service‑robotics markets, which are projected to grow into multi‑trillion‑dollar segments by 2035.
Strategically, the launch marks Qualcomm’s first foray into the robotics arena, a move that leverages its established AI and chip design capabilities to capture a share of the expanding industrial and humanoid markets. Analysts note that Qualcomm’s focus on energy efficiency and a fully integrated stack gives it a competitive edge over NVIDIA’s Jetson platform, which is heavier on power consumption and less tightly coupled with software and data‑flywheel capabilities. The move also diversifies Qualcomm’s revenue base beyond its core mobile‑device business, aligning with the company’s long‑term growth strategy.
Market reaction to the announcement was positive, with analysts upgrading their outlooks on Qualcomm’s robotics potential. The company’s stock rose in after‑hours trading, reflecting investor enthusiasm for the new platform’s ability to unlock high‑margin AI workloads in physical systems. The reaction underscores the market’s recognition that Qualcomm’s entry into robotics could open a new, high‑growth revenue stream and strengthen its competitive position against entrenched players.
Management emphasized the significance of the launch, with EVP and Group General Manager Nakul Duggal stating, “We are redefining what’s possible with physical AI by moving intelligent machines out of the labs and into real‑world environments.” CEO Steve Mollenkamp added that the IQ10 platform will “enable a new generation of robots that are safer, more efficient, and easier to deploy,” signaling confidence in Qualcomm’s ability to scale the technology and capture market share in the robotics sector.
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