The global strategy of 8295 Fixed-Point Botai Auto Federation (02889), a dual brand of leading international car companies, was implemented at an accelerated pace

The Zhitong Finance App learned that recently, Botai Auto Federation (02889) announced that for the first time, the company has entered the global supply system of a leading international automobile group and has been selected for the customer's two major brand models — global models of high-end luxury brands and overseas models of mid-range and high-end brands, which will cover overseas core markets such as Europe, the Middle East, and South America. Botai Auto Connect will provide it with a high-end intelligent cockpit domain controller and AI in-vehicle interaction system based on Qualcomm's fourth-generation Snapdragon 8295 platform.

Following a series of international customer breakthroughs, Botai Auto Union added heavyweight global strategic customers, marking a new stage in the company's globalization strategy from a “single-point breakthrough” to a “large-scale leap forward”. From serving Chinese brands overseas to entering the global supply system of leading international car companies, the company's customer structure has completed a comprehensive global upgrade.

The global dimension of targeting this time is particularly prominent. The customer is a leading international automobile group, which owns many world-renowned brands. Botai first entered its global supply system and covered both brands, fully confirming that the platform-based technology system can achieve rapid replication across brands and regions.

Some market analysts pointed out that entering the global supply system of leading international automobile groups marks the possibility of further opening up growth space for subsequent horizontal expansion within the group to more brands and models. At the same time, global projects usually have better pricing and higher gross profit levels. As the project enters the mass production delivery cycle, it is expected to have a continuous optimization effect on the company's overall profit structure.

The targeted launch of the two brands relies on Botai Auto Association's full-stack capability of “integrating 'soft and hard core cloud' with AI technology as the core”. The company uses a mature self-developed platform-based architecture to complete the deep software and hardware integration adaptation of the Qualcomm Snapdragon 8295 chip, and to achieve the complete implementation of customized and intelligent functions such as multi-modal human-vehicle interaction, multi-screen linkage, and end-side large model deployment for the differentiated positioning of high-end luxury and high-end brands.

At the same time, the deep strategic cooperation between Botai and Qualcomm has further established the chip layer advantage — by the end of 2024, Botai ranked first among Chinese suppliers based on a fixed number of high-end smart cockpit solutions equipped with 8295 chips, and the targeting of this global project has further consolidated its leading position in this industry. Furthermore, the company has built a complete AI technology system covering end-side model deployment, cloud service collaboration, multi-modal interaction, and AI agents. Frontier applications such as AI agents and large end-side models are being promoted from technical verification to global mass production, and the global reach of “ecosystem builders” is becoming more and more clear.

From a performance perspective, this fixed target resonates highly with the company's current growth logic. In the first quarter of 2026, Botai Auto Joint's revenue increased by more than 100% year-on-year. The core driving force was the resonance of the three growth curves of high-end, AI, and globalization. This new customer targeting also injects new momentum into the three curves: high-end luxury brand models will further increase the penetration rate of high-value market segments; global delivery of large end-side models and AI in-vehicle interaction systems will accelerate the commercialization of AI applications; and better gross margin levels for global projects will continue to improve the profit structure.

From having the largest fixed number of 8295 platforms in China to entering the global supply system of leading international car companies, Botai Auto Federation is fulfilling its global position as an “ecological builder” — based on the integration of soft and hard core clouds and AI technology as the core, embedding China's in-vehicle intelligence solutions into the mainstream global automotive industry chain.