February_Self-driving ICs｜Global Self-driving ICs Market Analysis(Part2)

Market research firm Counterpoint estimates the ADAS processor market size to be US$30 billion in 2030, with a CAGR of 26.2% from 2025 to 2030. ADAS processors for Level 1 and 2 will become the mainstream products in the market from 2024 due to the decreasing cost of sensors such as cameras and millimeter-wave radar. Because of the need for more computing power and faster response time, it is not expected to be replaced by a large number of Level 3 and 4 processors in the short term. the ADAS processor market entry threshold is relatively low, in addition to the traditional automotive chipset vendors such as NXP, Renesas, Infineon, and many other chip companies and start-ups to enter this market, many participants, but the market research organization Market Beat pointed out that the current market is still dominated by the pioneers. Beat pointed out that the current market share is still dominated by the pioneer Mobileye 70% market share of the exclusive position, was established 20 years ago, 13 automobile manufacturers have adopted the company's ADAS solutions, about 135 million vehicles installed its EyeQ series processor, but it is the main promotion of the hardware and software of the closed solution is difficult to achieve differentiation, and the product computing power is still weak, as listed in Table 2, therefore, the main focus is to promote the software and hardware of the closed solution is very difficult to achieve differentiation, and product computing power is still weak, as listed in Table 2, therefore, it is the main focus of the market. However, its main software and hardware closed solution is difficult to achieve differentiation, and the computing power of its products is still weak, as listed in Table 2, so it is no longer favored by car manufacturers and has switched to cooperate with latecomers such as Nvidia, Qualcomm, and Horizon.