With Apple now striking out with its C1X modem, in the new iPhone 17 range, Qualcomm has had to find a replacement for a customer that represents around 20% of its annual revenue. With a flurry of announcements, Qualcomm has shown a renewed interest in the automotive space – a slight air of déjà vu. BMW and Mercedes-Benz are the two customers, but OEM Valeo has also signed up to the Qualcomm ecosystem. The fourth deal is with Google, with the pair promising to create agentic AI experiences for automotive customers. The interest in self-driving functions is a repeat of the mid-2010s enthusiasm that gripped the technology industry. Cars were a vital part of the Internet of Things, and Qualcomm…