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BlackBerry shifts focus to automotive software and industrial robotics for future growth

🔄 Updated 1h ago
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Key points

  • BlackBerry's main revenue comes from secure communications and QNX automotive software.
  • QNX embedded software is used in 275 million vehicles.
  • BlackBerry is expanding QNX into industrial and medical robotics.
  • Robotics is a fast-growing segment within the QNX portfolio.

BlackBerry's Business Transformation

BlackBerry has moved away from its past as a prominent phone maker and now concentrates on two primary business areas. These include secure communications products, which are sold to clients such as governments, and its QNX division, which provides operating systems and embedded software for the automotive industry.

QNX in Automotive and Beyond

The QNX business supplies software for critical automotive functions, ranging from braking systems to semi-autonomous driving features. This software is currently embedded in 275 million vehicles. BlackBerry CEO John Giamatteo sees QNX as central to the company's future in physical AI, particularly in areas like autonomous cars and robotics.

Expansion into Robotics

BlackBerry is expanding its QNX offerings into the robotics sector, specifically targeting industrial, factory, and medical applications rather than humanoid robots. The company views robotics as one of the fastest-growing segments within its QNX portfolio, leveraging its software's high safety standards for moving objects.

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Reporting from

BlackBerry, once a major phone manufacturer, has transitioned its business to focus on secure communications and embedded software for cars through its QNX division. The company is now expanding its QNX offerings into industrial robotics, viewing it as a key area for future growth in physical AI.