BlackBerry Limited targets robotics and industrial automation sectors for its QNX business, leveraging its General Embedded Market (GEM) strategy. BlackBerry identifies GEM as QNX's fastest-growing segment. GEM expands QNX's market beyond automotive. It now includes medical devices and other safety-critical applications.
During the first quarter of fiscal 2027, BlackBerry secured a notable royalty commitment from a leading semiconductor equipment manufacturer. BlackBerry also expanded its partnership with Luminex during the quarter. The company views "Physical AI" as a primary long-term growth driver. QNX technology's safety-certified and deterministic nature suits autonomous systems. Reliability is paramount for these systems. BlackBerry leverages its automotive sector experience. This experience forms a strong foundation for its expansion into robotics and industrial automation.