Platform for GEM is coming
I believe QNX will be announcing a platform, similar to Alloy Kore for GEM before the end of the year.
This was originally mentioned in at the Baird Global conference, where John Wall first introduced the idea.
John Wall: "This (GEM) is a new market..You know, we see humanoid robotics dancing and choreographed. But the reality of it is it's going to be robots that are automated forklifts, skateboards to help manufacturing warehouses, etc. We've already started understanding there are a lot of things in common with alloy core that they require.
There may be some tweaks, there may be some changes, but I think we're going to get to a platform like alloy core for medical, for industrial automation, for robotics much sooner than we did for automotive. I think there is more of a willingness in those markets to embrace a platform”
During the Q1 earnings call, we got a potential timeline on when that platform would be announced during the Q&A with Steven Li from Raymond James. Steven asked a question about GEM's potential wins compared to Alloy Kore. The exchange is below:
John Giamatteo: "...we've got some interesting opportunities that are brewing in the Gem space that we're looking forward to sharing with you all later on in the year that we expect is going to continue to move the business forward "
Steven Li: "Great. And, John, given your comments just now, so timing-wise, should we expect meaningfulGem's contract award this year, or this is a more longer-term opportunity?"
John Giamatteo: "Yeah, if I'm honest, I'd be disappointed if we didn't have a couple of big Gem wins to share with you. We're really pleased with the pipeline on Gem and the pipeline on Alloy Kore. The uptake on SDP-8 has been tremendous, Steven. And the fact that QNX now is really a more diverse platform of capabilities. From cabin to sound to the base operating system to Alloy Kore, the depth and breadth of what we have to offer our customers has never been stronger. So two of those segments we're feeling really, really, really good about."