QNX Embedded Technology Now Powering More Than 275 Million Vehicles on the Road
Rhea-AI Summary
QNX (NYSE:BB) announced that QNX software is embedded in more than 275 million vehicles worldwide as of December 16, 2025, an increase of 100 million since 2020. The milestone highlights QNX's role as a foundational platform for software-defined vehicles (SDVs), providing an RTOS, hypervisor, AUTOSAR adaptive support, middleware, board support packages, and professional services used across digital cockpits, ADAS, and acoustic management.
Recent product and partnership developments noted include the general availability of QNX Cabin (a cloud-first digital cockpit platform) and a collaboration with Vector to deliver a Foundational Vehicle Software Platform. Most QNX automotive software is licensed on a per-unit royalty basis.
Positive
- Installed base of >275 million vehicles
- Growth of 100 million vehicles since 2020
- QNX Cabin general availability in the last fiscal year
- Collaboration with Vector on foundational vehicle software
- Majority of automotive licensing on a per-unit royalty model
Negative
- None.
Key Figures
Market Reality Check
Peers on Argus
BB slipped 0.7% while key software peers like AI (-4.19%) and APPN (-2.46%) also traded lower. However, no peers appeared in the momentum scanner, suggesting today’s setup is more stock-specific than a strong, synchronized sector move.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Dec 08 | Product showcase | Positive | +2.1% | Planned CES 2026 demos highlighting QNX automotive and embedded platforms. |
| Dec 04 | Earnings timing | Neutral | +1.6% | Announcement of Q3 FY26 earnings release and planning dates for future quarters. |
| Dec 02 | Auto design win | Positive | +2.0% | QNX Sound selected by a leading Chinese automaker for 2026 luxury EV lineup. |
| Nov 17 | Leadership change | Positive | +3.4% | John Wall appointed President of QNX division, reinforcing focus on QNX growth. |
| Nov 12 | CSR partnership | Positive | -3.1% | Expansion of Women in Cyber program in Malaysia with Global Affairs Canada. |
Recent QNX- and product-related announcements have typically seen modest positive price reactions, with only one negative move tied to a partnership / CSR-type headline.
Over the past month, BB news has focused on QNX growth and corporate milestones. A Nov 17 leadership appointment for QNX and a Dec 2 Chinese EV audio design win both coincided with gains of 3.37% and 2.01%. CES 2026 showcase plans on Dec 8 and the Q3 FY26 earnings date notice on Dec 4 also saw positive moves. Only the Nov 12 Women in Cyber partnership linked to a -3.12% reaction, making today’s large installed‑base milestone consistent with prior QNX-focused growth news, though price is slightly down pre‑announcement.
Market Pulse Summary
This announcement confirms that QNX technology is now embedded in more than 275 million vehicles, an increase of 100 million since 2020, reinforcing BlackBerry’s position in software-defined vehicles and safety-critical automotive software. Recent news flow has highlighted QNX design wins, leadership focus, and product showcases, underscoring a strategic tilt toward automotive and embedded markets. Investors may watch how this installed base translates into royalty revenue, new platform adoptions, and commentary in upcoming earnings updates.
Key Terms
hypervisor technical
OEMs technical
AI-generated analysis. Not financial advice.
Milestone reinforces QNX's role as the backbone of the SDV revolution, delivering trusted, safety-certified high performance foundational software to the automotive industry
WATERLOO, ON / ACCESS Newswire / December 16, 2025 / QNX, a division of BlackBerry Limited (NYSE:BB)(TSX:BB) today announced that Counterpoint Research, a leading technology analysis and market research firm, has confirmed that QNX® software is now embedded in more than 275 million vehicles worldwide; an increase of 100 million since 2020.
As automakers continue to navigate a period of profound transformation, the shift to software-defined vehicles (SDVs) is accelerating - placing software at the center of innovation, safety, and the in-vehicle experience. This evolution is redefining how vehicles are designed, built, and maintained, making robust, scalable software platforms like QNX mission-critical for OEMs worldwide.
QNX's Leading Role in the SDV Era
QNX offers a broad range of solutions to accelerate development and help OEMs meet Start of Production (SOP) dates including our deterministic microkernel real-time operating system (RTOS) and hypervisor, board support packages, professional services, AUTOSAR adaptive support, and middleware for everything from acoustic management and digital cockpits to advanced driver assistance systems (ADAS). QNX is trusted as the foundation for a software-driven future by most leading OEMs and Tier 1s worldwide, including BMW, Bosch, Continental, Dongfeng Motor, Geely, Honda, Hyundai, Mercedes-Benz, Toyota, Volkswagen, Volvo, and more.
"Automakers rely on QNX because we deliver what matters most: safety, security, and proven reliability," said John Wall, President, QNX. "With more than 275 million vehicles already running on QNX technology, we're just getting started. As software becomes the backbone of modern mobility, QNX will continue to expand its footprint - powering the next generation of connected and autonomous vehicles."
"The automotive industry continues to evolve rapidly, with software playing an increasingly pivotal role in vehicle functionality, safety, and user experience," said Greg Basich, Associate Director, Automotive, Counterpoint Research. "As embedded platforms become more critical to enabling things like advanced driver assistance systems (ADAS) and digital cockpits, we're seeing strong momentum behind proven, scalable technologies. The growing footprint of solutions like QNX reflects the broader trend toward robust, real-time operating systems that can meet the stringent demands of modern vehicles."
Driving QNX's Growth
In the last fiscal year, QNX announced the general availability of QNX® Cabin, a cloud-first digital cockpit development platform as well as plans to collaborate with Vector to deliver a Foundational Vehicle Software Platform to help accelerate the development of software-defined vehicles (SDVs) and reduce the complexity of automotive software integration.
Counterpoint Research determined the volume of vehicles embedded with QNX® software based on the number of QNX® products that are shipped in the automotive market and the number of cars that contain QNX products and technology. The vast majority of QNX software that is integrated and used in automotive ECUs is licensed on a per-unit royalty basis.
For more information on QNX, visit QNX.com and follow @QNX News.
About BlackBerry
BlackBerry (NYSE: BB; TSX: BB) provides enterprises and governments the intelligent software and services that power the world around us. Based in Waterloo, Ontario, the company's high-performance foundational software enables major automakers and industrial giants alike to unlock transformative applications, drive new revenue streams and launch innovative business models, all without sacrificing safety, security, and reliability. With a deep heritage in Secure Communications, BlackBerry delivers operational resiliency with a comprehensive, highly secure, and extensively certified portfolio for mobile fortification, mission-critical communications, and critical events management.
About QNX
QNX, a division of BlackBerry Limited (NYSE: BB; TSX: BB), enhances the human experience and amplifies technology-driven industries, providing a trusted foundation for software-defined businesses to thrive. The business leads the way in delivering safe and secure operating systems, hypervisors, middleware, solutions, and development tools, along with support and services delivered by trusted embedded software experts. QNX® technology has been deployed in the world's most critical embedded systems, including more than 275 million vehicles on the road today. QNX® software is trusted across industries including automotive, medical devices, industrial controls, robotics, commercial vehicles, rail, and aerospace and defense. Founded in 1980, QNX is headquartered in Ottawa, Canada. Learn more at qnx.com.
©2025 BlackBerry Limited. Trademarks, including but not limited to BLACKBERRY and EMBLEM Design, QNX and the QNX logo design are the trademarks or registered trademarks of BlackBerry Limited, and the exclusive rights to such trademarks are expressly reserved. All other trademarks are the property of their respective owners. BlackBerry is not responsible for any third-party products or services.
Media Contacts:
BlackBerry Media Relations
+1 (519) 597-7273
mediarelations@BlackBerry.com
SOURCE: QNX
View the original press release on ACCESS Newswire
FAQ
What does QNX's milestone of >275 million vehicles mean for BB shareholders?
How much did QNX vehicle embedding increase since 2020 for BB (NYSE:BB)?
Which QNX products are cited as driving adoption in vehicles for BB?
Does QNX use royalties or flat licensing for automotive software sales?
Which automakers reportedly use QNX technology as of December 2025?
What recent partnerships or launches did QNX announce that may affect BB’s software strategy?
