自動車向け人工知能(AI)市場 – 2030年までの世界予測

Automotive Artificial Intelligence (AI) Market - Global Forecast To 2030

自動車向け人工知能(AI)市場 - サービス(コンピューティング、メモリ、ソフトウェア)、自律性のレベル(L1、L2、L3、L4、L5)、テクノロジー(ディープラーニング、ML、コンピュータービジョン、コンテキストアウェアコンピューティング、NLP)、用途(ADAS、インフォテインメント、テレマティクス) - 2030年までの世界予測
Automotive AI Market by Offerings (Compute, Memory, Software), Level of Autonomy (L1, L2, L3, L4, L5), Technology (Deep Learning, ML, Computer Vision, Context-aware Computing, NLP), Application (ADAS, Infotainment, Telematics) - Global Forecast to 2030

商品番号 : SMB-20108

出版社MarketsandMarkets
出版年月2025年8月
ページ数265
図表数274
価格タイプシングルユーザライセンス
価格USD 4,950
種別英文調査報告書

本レポートでは、自動車向け人工知能(AI)市場を、提供内容(ハードウェア、ソフトウェア)、アーキテクチャ(フォン・ノイマン・アーキテクチャ、ニューロモーフィック・アーキテクチャ)、自律性レベル(L1、L2、L3、L4、L5)、技術(ディープラーニング、機械学習、コンピューター・ビジョン、コンテキスト・アウェア・コンピューティング、自然言語処理)、アプリケーション(自動運転(AD)/先進運転支援システム(ADAS)、インフォテインメント・システム、車両テレマティクス、その他)に基づいてセグメント化しています。また、市場の推進要因、制約要因、機会、課題についても考察しています。さらに、4つの主要地域(北米、欧州、アジア太平洋、その他の地域)における市場の詳細な分析を提供しています。さらに、主要プレーヤーのエコシステム分析も含まれています。

自動車向け人工知能(AI)市場は、2025年の188億3,000万米ドルから2030年には384億5,000万米ドルに拡大し、年平均成長率(CAGR)15.3%を記録すると予測されています。この市場は、認知、ナビゲーション、リアルタイムの意思決定にAIを多用する自動運転車の台頭によって牽引されています。業界がより高いレベルの自律性へと進むにつれ、インテリジェントシステムへの需要は高まり続けています。同時に、センサー、カメラ、コネクテッドシステムから生成される車内データの量が増加しており、安全性、効率性、パーソナライゼーションの向上を目的としたAI主導の分析の必要性が高まっています。

The automotive AI market is projected to expand from USD 18.83 billion in 2025 to USD 38.45 billion by 2030, registering a CAGR of 15.3%. The market is being propelled by the emerging trend of autonomous vehicles, which rely heavily on AI for perception, navigation, and real-time decision-making. As the industry moves toward higher levels of autonomy, the demand for intelligent systems continues to rise. Simultaneously, the growing volume of in-vehicle data generated from sensors, cameras, and connected systems is fueling the need for AI-driven analytics to enhance safety, efficiency, and personalization.

自動車向け人工知能(AI)市場 - 2030年までの世界予測 - chosareport.com
automotive-artificial-intelligence-market

“Hardware segment projected to record highest CAGR during forecast period”

The hardware segment is expected to grow at a high rate in the automotive AI market due to the increasing integration of advanced sensors, AI accelerators, and high-performance computing chips required to power autonomous driving systems and intelligent vehicle features. As vehicles evolve into data-intensive platforms, there is a rising need for robust hardware infrastructure, such as GPUs, ASICs, FPGAs, and edge AI chips, to process real-time data from cameras, LiDAR, radar, and ultrasonic sensors. Moreover, the transition toward software-defined vehicles is pushing automakers to adopt powerful domain controllers and centralized computing architectures.

“Computer vision technology to hold significant market share in 2025”

Computer vision holds a significant share in the overall automotive AI market due to its indispensable role in enabling real-time environmental perception, which is critical for both autonomous driving and advanced driver assistance systems (ADAS). The technology powers essential functionalities such as lane detection, pedestrian recognition, traffic sign identification, and obstacle avoidance by analyzing visual data from cameras and sensors. As vehicles become more intelligent and safety regulations tighten globally, OEMs and Tier 1 suppliers are prioritizing investments in robust computer vision systems to enhance vehicle awareness and decision-making capabilities.

“Europe to be second-largest market for automotive AI in 2025”

Europe accounts for the second-largest share of the global automotive AI market owing to its strong automotive manufacturing base, stringent safety and emissions regulations, and early adoption of advanced driver assistance and autonomous driving technologies. Countries like Germany, France, and the UK are home to leading OEMs and Tier-1 suppliers that are aggressively integrating AI into vehicle platforms to enhance driver safety, energy efficiency, and in-cabin experience. The region’s focus on premium, electric, and software-defined vehicles is creating a high demand for AI-driven functionalities.

自動車向け人工知能(AI)市場 - 2030年までの世界予測 - region
automotive-artificial-intelligence-market-region

Extensive primary interviews were conducted with key industry experts in the automotive AI market space to determine and verify the market size for various segments and subsegments gathered through secondary research. The breakdown of primary participants for the report is shown below.

The study contains insights from various industry experts, from component suppliers to Tier 1 companies and OEMs. The break-up of the primaries is as follows:

  • By Company Type: Tier 1–50%, Tier 2–30%, and Tier 3–20%
  • By Designation: C-level Executives–40%, Directors–30%, and Others–30%
  • By Region: Asia Pacific–40%, Europe–30%, North America–20%, and RoW–10%

The automotive AI market is dominated by a few globally established players, such as Tesla (US), NVIDIA Corporation (US), Mobileye (Israel), Qualcomm Technologies, Inc. (US), Advanced Micro Devices, Inc. (US), Alphabet Inc. (US), Aptiv (Switzerland), Micron Technology, Inc. (US), Microsoft (US), IBM (US), Nauto (US), Aurora Operations, Inc. (US), Wayve (UK), Nuro, Inc. (US), Pony.ai (China), HELM.AI (US), Tactile Mobility (Israel), DeepRoute.ai (China), Cognata (Israel), Nullmax (US), comma ai (US), Motional, Inc. (US), Oxa Autonomy Limited (UK), Imagry Autonomous Driving Software Company (US), and Applied Intuition, Inc. (US).

自動車向け人工知能(AI)市場 - 2030年までの世界予測 - ecosystem
automotive-artificial-intelligence-market-ecosystem

The study includes an in-depth competitive analysis of these key players in the automotive AI market, with their company profiles, recent developments, and key market strategies.

Research Coverage:

The report segments the automotive AI market based on offering (hardware, software), architecture (von neumann architecture, neuromorphic architecture), level of autonomy (L1, L2, L3, L4, L5), technology (deep learning, machine learning, computer vision, context-aware computing, natural language processing), and application (autonomous driving (AD)/advanced driver assistance systems (ADAS), infotainment systems, vehicle telematics, others). It also discusses the market’s drivers, restraints, opportunities, and challenges. It gives a detailed view of the market across four main regions (North America, Europe, Asia Pacific, and RoW). The report includes an ecosystem analysis of key players.

Key Benefits of Buying the Report:

  • Analysis of key drivers (Growing adoption of ADAS technology by OEMS, Rising demand for enhanced user experience and convenience features, Emerging trend of autonomous vehicles, growing volume of in-vehicle data), restraints (Increase in overall cost of vehicles, Threat to vehicle-related cybersecurity, Inability to identify human signals), opportunities (Increasing demand for premium vehicles, Growing need for sensor fusion, High potential of in-car payments), challenges (Limited real-world testing and validation frameworks, AI model explainability and trust issues)
  • Service Development/Innovation: Detailed insights on upcoming technologies, research and development activities, and new product launches in the automotive AI market
  • Market Development: Comprehensive information about lucrative markets through the analysis of the automotive AI market across varied regions
  • Market Diversification: Exhaustive information about new products and services, untapped geographies, recent developments, and investments in the automotive AI market
  • Competitive Assessment: In-depth assessment of market shares, growth strategies, and product offerings of leading players, such as Tesla (US), NVIDIA Corporation (US), Mobileye (Israel), Qualcomm Technologies, Inc. (US), Advanced Micro Devices, Inc. (US), Alphabet Inc. (US), Aptiv (Switzerland), Micron Technology, Inc. (US), Microsoft (US), IBM (US), Nauto (US), Aurora Operations, Inc. (US), Wayve (UK), Nuro, Inc. (US), and Pony.ai (China), among others

Table of Contents

1               INTRODUCTION              23

1.1           STUDY OBJECTIVES       23

1.2           MARKET DEFINITION   23

1.3           STUDY SCOPE   24

1.3.1        MARKETS COVERED       24

1.3.2        INCLUSIONS AND EXCLUSIONS 25

1.3.3        YEARS CONSIDERED      26

1.4           CURRENCY CONSIDERED            26

1.5           UNIT CONSIDERED        26

1.6           LIMITATIONS    26

1.7           STAKEHOLDERS               27

1.8           SUMMARY OF CHANGES               27

2               RESEARCH METHODOLOGY       29

2.1           RESEARCH DATA              29

2.1.1        SECONDARY DATA          30

2.1.1.1    List of major secondary sources         30

2.1.1.2    Key data from secondary sources       31

2.1.2        PRIMARY DATA 31

2.1.2.1    List of primary interview participants               32

2.1.2.2    Breakdown of primaries      32

2.1.2.3    Key data from primary sources           32

2.1.2.4    Key industry insights           34

2.1.3        SECONDARY AND PRIMARY RESEARCH 34

2.2           MARKET SIZE ESTIMATION         35

2.2.1        BOTTOM-UP APPROACH              36

2.2.1.1    Approach to estimate market size using bottom-up analysis

(demand side)       37

2.2.2        TOP-DOWN APPROACH                38

2.2.2.1    Approach to estimate market size using top-down analysis

(supply side)       38

2.3           MARKET BREAKDOWN AND DATA TRIANGULATION                 39

2.4           RESEARCH ASSUMPTIONS           40

2.5           RISK ASSESSMENT           41

2.6           RESEARCH LIMITATIONS             41

3               EXECUTIVE SUMMARY  42

4               PREMIUM INSIGHTS       47

4.1           ATTRACTIVE OPPORTUNITIES FOR PLAYERS IN AUTOMOTIVE AI MARKET           47

4.2           AUTOMOTIVE AI MARKET, BY OFFERING AND LEVEL OF AUTONOMY       48

4.3           AUTOMOTIVE AI MARKET, BY TECHNOLOGY    48

4.4           AUTOMOTIVE AI MARKET, BY APPLICATION     49

4.5           AUTOMOTIVE AI MARKET, BY COUNTRY              49

5               MARKET OVERVIEW       50

5.1           INTRODUCTION              50

5.2           MARKET DYNAMICS       50

5.2.1        DRIVERS               51

5.2.1.1    Growing adoption of ADAS technology by OEMs          51

5.2.1.2    Rising demand for enhanced user experience and convenience features  52

5.2.1.3    Emerging trend of autonomous vehicles           52

5.2.1.4    Growing volume of in-vehicle data    53

5.2.2        RESTRAINTS      54

5.2.2.1    Increase in overall cost of vehicles     54

5.2.2.2    Threat to vehicle-related cybersecurity             54

5.2.2.3    Inability to identify human signals    55

5.2.3        OPPORTUNITIES              56

5.2.3.1    Increasing demand for premium vehicles         56

5.2.3.2    Growing need for sensor fusion         56

5.2.3.3    High potential of in-car payments     57

5.2.4        CHALLENGES    58

5.2.4.1    Limited real-world testing and validation frameworks   58

5.2.4.2    AI model explainability and trust issues            59

5.3           TRENDS/DISRUPTIONS IMPACTING CUSTOMER BUSINESS            59

5.4           VALUE CHAIN ANALYSIS               60

5.5           ECOSYSTEM ANALYSIS  62

5.6           PORTER’S FIVE FORCES ANALYSIS            64

5.6.1        INTENSITY OF COMPETITIVE RIVALRY 65

5.6.2        BARGAINING POWER OF SUPPLIERS       65

5.6.3        BARGAINING POWER OF BUYERS             66

5.6.4        THREAT OF SUBSTITUTES          66

5.6.5        THREAT OF NEW ENTRANTS      66

5.7           PATENT ANALYSIS          67

5.8           REGULATORY LANDSCAPE         70

5.8.1        REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS             70

5.8.2        STANDARDS      74

5.8.3        REGULATIONS  75

5.8.3.1    North America      75

5.8.3.1.1 US           75

5.8.3.1.2 Canada   75

5.8.3.2    Europe   76

5.8.3.2.1 Germany                 76

5.8.3.2.2 UK          76

5.8.3.2.3 France    76

5.8.3.3    Asia Pacific            76

5.8.3.3.1 China      76

5.8.3.3.2 South Korea           76

5.8.3.4    RoW        77

5.8.3.4.1 United Arab Emirates (UAE)             77

5.8.3.4.2 Brazil      77

5.9           TRADE ANALYSIS             77

5.9.1        IMPORT SCENARIO (HS CODE 8471)        77

5.9.2        EXPORT SCENARIO (HS CODE 8471)        78

5.10         PRICING ANALYSIS          79

5.10.1      INDICATIVE PRICING ANALYSIS OF KEY PLAYERS, BY COMPUTE, (2024)             80

5.10.1.1  Indicative pricing analysis of GPU-dominant SOCs, by key players (2024)       80

5.10.1.2  Indicative pricing analysis of ASIC-dominant SOCs, by key players (2024)       80

5.10.1.3  Indicative pricing analysis of FPGA-dominant SOCs, by key players (2024)       80

5.10.2      PRICING RANGE OF COMPUTE, BY KEY PLAYERS, 2024                 81

5.10.3      AVERAGE SELING PRICE TREND, BY REGION, 2021–2024 (USD)    82

5.11         TECHNOLOGY ANALYSIS             84

5.11.1      KEY TECHNOLOGIES     84

5.11.1.1  Edge AI processing               84

5.11.1.2  Sensor fusion algorithms     85

5.11.2      COMPLEMENTARY TECHNOLOGIES       85

5.11.2.1  Vehicle-to-Everything (V2X) communication 85

5.11.2.2  Cybersecurity for AI models               85

5.11.3      ADJACENT TECHNOLOGIES       86

5.11.3.1  Digital twin technology       86

5.11.3.2  Human-Machine Interface (HMI)    86

5.12         CASE STUDY ANALYSIS 87

5.12.1      HONDA MOTOR CO., LTD. – ACCELERATING KNOWLEDGE TRANSFER WITH GENERATIVE AI, SLASHING DOCUMENTATION TIME BY 67%              87

5.12.2      ECARX – REVOLUTIONIZING IN-VEHICLE EXPERIENCE WITH AMD-POWERED IMMERSIVE DIGITAL COCKPIT PLATFORM         87

5.12.3      SUBARU CORPORATION – ELEVATING EYESIGHT ADAS WITH AMD VERSAL AI EDGE GEN 2 FOR SMARTER, SAFER DRIVING              88

5.13         KEY CONFERENCES AND EVENTS, 2025–2026        89

5.14         KEY STAKEHOLDERS AND BUYING CRITERIA     90

5.14.1      KEY STAKEHOLDERS IN BUYING PROCESS           90

5.14.2      BUYING CRITERIA           91

5.15         IMPACT OF 2025 US TARIFFS ON AUTOMOTIVE AI MARKET               92

5.15.1      KEY TARIFF RATES          93

5.15.2      PRICE IMPACT ANALYSIS             93

5.15.3      KEY IMPACTS ON VARIOUS REGIONS     94

5.15.3.1  US           94

5.15.3.2  Europe   95

5.15.3.3  Asia Pacific            95

5.15.4      IMPACT ON END-USE INDUSTRIES          96

6               ARCHITECTURE IN AUTOMOTIVE AI MARKET   98

6.1           INTRODUCTION              98

6.2           VON NEUMANN ARCHITECTURE              98

6.3           NEUROMORPHIC ARCHITECTURE           98

7               AUTOMOTIVE AI MARKET, BY OFFERING             100

7.1           INTRODUCTION              101

7.2           HARDWARE        102

7.2.1        SHIFT TOWARD SOFTWARE-DEFINED VEHICLES ACCELERATING DEMAND FOR HIGH-PERFORMANCE AI HARDWARE        102

7.2.2        COMPUTE           104

7.2.2.1    Rising demand for real-time AI processing to accelerates growth of automotive compute segment        104

7.2.2.2    GPU-dominant SoC             106

7.2.2.2.1 Need for centralized computing to fuel adoption of high-performance GPU-dominant SoCs in automotive           106

7.2.2.3    FPGA-dominant SoC           107

7.2.2.3.1 Flexible hardware architectures position FPGA-dominant SoCs as key enablers in ADAS and safety systems    107

7.2.2.4    ASIC-dominant SoC            108

7.2.2.4.1 Application-specific performance requirements boosting market for custom ASICs 108

7.2.2.5    NPU-dominant SoC             109

7.2.2.5.1 OEMs’ focus on energy-efficient AI inference boosting adoption of NPU-based compute solutions      109

7.2.3        MEMORY              110

7.2.3.1    Rising AI data volume and real-time processing needs to drive demand for high-bandwidth automotive memory           110

7.2.4        OTHERS                111

7.3           SOFTWARE         112

7.3.1        SHIFT TOWARD SOFTWARE DEFINED VEHICLES FUELING DEMAND FOR SCALABLE AUTOMOTIVE AI SOFTWARE PLATFORMS       112

7.3.2        MIDDLEWARE   114

7.3.2.1    Shift to centralized and zonal architectures driving demand for intelligent automotive middleware platforms  114

7.3.3        APPLICATION SOFTWARE           115

7.3.3.1    Expanding AI use cases across safety and infotainment driving growth    115

7.3.4        OPERATING SYSTEM      116

7.3.4.1    OEMs’ focus on platform standardization to boost market for virtualization-ready automotive OS solutions 116

8               AUTOMOTIVE AI MARKET, BY TECHNOLOGY    118

8.1           INTRODUCTION              119

8.2           DEEP LEARNING               120

8.2.1        HIGH-ACCURACY PERCEPTION AND REAL-TIME DECISION MAKING TO DRIVE ADOPTION IN AUTOMOTIVE AI                 120

8.3           MACHINE LEARNING     121

8.3.1        PREDICTIVE INTELLIGENCE AND SELF-IMPROVING ALGORITHMS FUELING ADOPTION IN VEHICLES             121

8.4           COMPUTER VISION        122

8.4.1        RISING NEED FOR CAMERA-BASED INTELLIGENCE AND SCENE UNDERSTANDING DRIVING DEMAND    122

8.5           CONTEXT-AWARE COMPUTING                123

8.5.1        NEED FOR ENABLING SMARTER DECISION MAKING THROUGH ENVIRONMENTAL AND BEHAVIORAL INSIGHT TO DRIVE MARKET 123

8.6           NATURAL LANGUAGE PROCESSING       124

8.6.1        ADOPTION OF VOICE-DRIVEN CONTROL AND CONVERSATIONAL INTERFACES TO ACCELERATE DEMAND FOR NLP               124

9               AUTOMOTIVE AI MARKET, BY LEVEL OF AUTONOMY                 126

9.1           INTRODUCTION              127

9.2           L1            128

9.2.1        COST-EFFECTIVE AI INTEGRATION AND SENSOR ADVANCEMENTS TO ACCELERATE ADOPTION OF LEVEL 1 SYSTEMS              128

9.3           L2            129

9.3.1        CONSUMER DEMAND FOR COMFORT AND HIGHWAY ASSISTANCE TO PROPEL SEGMENTAL GROWTH               129

9.4           L3            130

9.4.1        ADVANCEMENTS IN PERCEPTION AI AND DECISION-MAKING ALGORITHMS TO ENABLE TARGETED LEVEL 3 DEPLOYMENTS 130

9.5           L4            132

9.5.1        FLEET APPLICATIONS AND CONTROLLED URBAN ZONES TO DRIVE SCALABLE DEPLOYMENT OF LEVEL 4 AUTONOMY       132

9.6           L5            132

9.6.1        GROWING VISION FOR MOBILITY WITH ZERO HUMAN INTERVENTION TO DRIVE STRATEGIC DEVELOPMENT OF LEVEL 5 PLATFORMS     132

10            AUTOMOTIVE AI MARKET, BY APPLICATION     133

10.1         INTRODUCTION              134

10.2         AD/ADAS             135

10.2.1      SIGNIFICANT INVESTMENTS IN SENSOR FUSION ARCHITECTURE, EDGE AI INFERENCE, AND COMPUTE PLATFORMS TO SUPPORT MARKET GROWTH   135

10.3         INFOTAINMENT SYSTEMS           137

10.3.1      SHIFT TO SOFTWARE-DEFINED VEHICLES FUELING DEMAND FOR AI-DRIVEN IN-CABIN INTELLIGENCE        137

10.4         VEHICLE TELEMATICS  138

10.4.1      AI-DRIVEN TELEMATICS TO TRANSFORM VEHICLE FLEETS THROUGH PREDICTIVE MAINTENANCE AND OPERATIONAL INTELLIGENCE 138

10.5         OTHER APPLICATIONS 139

11            AUTOMOTIVE AI MARKET, BY REGION 141

11.1         INTRODUCTION              142

11.2         NORTH AMERICA             143

11.2.1      MACROECONOMIC OUTLOOK FOR NORTH AMERICA                 144

11.2.2      US           150

11.2.2.1  Advanced R&D ecosystems and AI compute infrastructure to boost market growth             150

11.2.3      CANADA               150

11.2.3.1  Rising adoption of ADAS and government-led innovation programs to accelerate growth            150

11.2.4      MEXICO                151

11.2.4.1  Rising investment in smart vehicle technologies to support market growth       151

11.3         EUROPE               151

11.3.1      MACROECONOMIC OUTLOOK FOR EUROPE      152

11.3.2      GERMANY           158

11.3.2.1  Demand for premium vehicles and increasing electrification to drive scalable AI adoption   158

11.3.3      FRANCE                158

11.3.3.1  Strategic collaborations and domestic AI development to propel automotive AI transformation             158

11.3.4      UK          159

11.3.4.1  Government support and urban autonomous vehicles deployment to accelerate market growth          159

11.3.5      REST OF EUROPE             159

11.4         ASIA PACIFIC     160

11.4.1      MACROECONOMIC OUTLOOK FOR ASIA PACIFIC                 160

11.4.2      CHINA  166

11.4.2.1  Integration of OEMs, tech giants, and AI infrastructure accelerating advancement in autonomous driving           166

11.4.3      JAPAN   167

11.4.3.1  Complex urban and aging society needs to boost adoption of autonomous vehicles with AI technologies       167

11.4.4      SOUTH KOREA  167

11.4.4.1  Smart mobility pilots and software-defined platforms strengthening country’s role in global automotive AI     167

11.4.5      REST OF ASIA PACIFIC   168

11.5         ROW      169

11.5.1      MACROECONOMIC OUTLOOK FOR ROW              169

11.5.2      SOUTH AMERICA             174

11.5.2.1  AI-enabled safety, logistics, and energy optimization emerging as key catalysts in automotive AI market               174

11.5.3      MIDDLE EAST & AFRICA                175

11.5.3.1  Smart city mega-projects and fleet digitization to accelerate automotive AI adoption       175

12            COMPETITIVE LANDSCAPE         176

12.1         OVERVIEW          176

12.2         KEY PLAYER STRATEGIES/RIGHT TO WIN, 2021–2025                 176

12.3         REVENUE ANALYSIS, 2021–2024  178

12.4         MARKET SHARE ANALYSIS, 2024                 180

12.5         COMPANY VALUATION AND FINANCIAL METRICS                 183

12.6         BRAND/PRODUCT COMPARISON             184

12.7         COMPANY EVALUATION MATRIX: KEY PLAYERS, 2024                 185

12.7.1      STARS   185

12.7.2      EMERGING LEADERS     185

12.7.3      PERVASIVE PLAYERS      185

12.7.4      PARTICIPANTS 185

12.7.5      COMPANY FOOTPRINT: KEY PLAYERS, 2024         187

12.7.5.1  Company footprint               187

12.7.5.2  Region footprint   188

12.7.5.3  Offering footprint 189

12.7.5.4  Technology footprint           190

12.7.5.5  Application footprint            191

12.8         COMPANY EVALUATION MATRIX: STARTUPS/SMES, 2024        192

12.8.1      PROGRESSIVE COMPANIES         192

12.8.2      RESPONSIVE COMPANIES            192

12.8.3      DYNAMIC COMPANIES  192

12.8.4      STARTING BLOCKS         192

12.8.5      COMPETITIVE BENCHMARKING: STARTUPS/SMES, 2024                 194

12.8.5.1  Detailed list of key startups/SMEs    194

12.8.5.2  Competitive benchmarking of key startups/SMEs          195

12.9         COMPETITIVE SCENARIO             196

12.9.1      PRODUCT LAUNCHES   196

12.9.2      DEALS  197

13            COMPANY PROFILES      200

13.1         KEY PLAYERS     200

13.1.1      TESLA   200

13.1.1.1  Business overview 200

13.1.1.2  Products/Solutions/Services offered 201

13.1.1.3  MnM view              202

13.1.1.3.1                Key strengths        202

13.1.1.3.2                Strategic choices   202

13.1.1.3.3                Weaknesses and competitive threats 202

13.1.2      NVIDIA CORPORATION 203

13.1.2.1  Business overview 203

13.1.2.2  Products/Solutions/Services offered 204

13.1.2.3  Recent developments           205

13.1.2.3.1                Product launches  205

13.1.2.3.2                Deals      206

13.1.2.4  MnM view              207

13.1.2.4.1                Key strengths        207

13.1.2.4.2                Strategic choices   207

13.1.2.4.3                Weaknesses and competitive threats 207

13.1.3      MOBILEYE          208

13.1.3.1  Business overview 208

13.1.3.2  Products/Solutions/Services offered 209

13.1.3.3  Recent developments           210

13.1.3.3.1                Product launches  210

13.1.3.3.2                Deals      210

13.1.3.4  MnM view              211

13.1.3.4.1                Key strengths        211

13.1.3.4.2                Strategic choices   212

13.1.3.4.3                Weaknesses and competitive threats 212

13.1.4      QUALCOMM TECHNOLOGIES, INC.         213

13.1.4.1  Business overview 213

13.1.4.2  Products/Solutions/Services offered 214

13.1.4.3  Recent developments           215

13.1.4.3.1                Product launches  215

13.1.4.3.2                Deals      216

13.1.4.4  MnM view              217

13.1.4.4.1                Key strengths        217

13.1.4.4.2                Strategic choices   217

13.1.4.4.3                Weaknesses and competitive threats 217

13.1.5      ADVANCED MICRO DEVICES, INC.           218

13.1.5.1  Business overview 218

13.1.5.2  Products/Solutions/Services offered 219

13.1.5.3  Recent developments           220

13.1.5.3.1                Product launches  220

13.1.5.3.2                Deals      221

13.1.5.4  MnM view              222

13.1.5.4.1                Key strengths        222

13.1.5.4.2                Strategic choices   222

13.1.5.4.3                Weaknesses and competitive threats 222

13.1.6      ALPHABET INC.                 223

13.1.6.1  Business overview 223

13.1.6.2  Products/Solutions/Services offered 224

13.1.6.3  Recent developments           225

13.1.6.3.1                Deals      225

13.1.7      APTIV   227

13.1.7.1  Business overview 227

13.1.7.2  Products/Solutions/Services offered 228

13.1.7.3  Recent developments           229

13.1.7.3.1                Deals      229

13.1.8      MICRON TECHNOLOGY, INC.     230

13.1.8.1  Business overview 230

13.1.8.2  Products/Solutions/Services offered 231

13.1.8.3  Recent developments           232

13.1.8.3.1                Product launches  232

13.1.8.3.2                Deals      233

13.1.9      MICROSOFT       235

13.1.9.1  Business overview 235

13.1.9.2  Products/Solutions/Services offered 236

13.1.9.3  Recent developments           237

13.1.9.3.1                Product launches  237

13.1.9.3.2                Deals      238

13.1.10   IBM        239

13.1.10.1                 Business overview 239

13.1.10.2                 Products/Solutions/Services offered 240

13.1.10.3                 Recent developments           241

13.1.10.3.1             Product launches  241

13.1.10.3.2             Deals      242

13.2         OTHER PLAYERS              243

13.2.1      NAUTO 243

13.2.2      AURORA OPERATIONS, INC.       244

13.2.3      WAYVE 245

13.2.4      NURO, INC.         246

13.2.5      PONY.AI               247

13.2.6      HELM.AI               248

13.2.7      TACTILE MOBILITY        249

13.2.8      DEEPROUTE.AI 250

13.2.9      COGNATA           251

13.2.10   NULLMAX            252

13.2.11   COMMA_AI         253

13.2.12   MOTIONAL, INC.              254

13.2.13   OXA AUTONOMY LIMITED          255

13.2.14   IMAGRY AUTONOMOUS DRIVING SOFTWARE COMPANY           256

13.2.15   APPLIED INTUITION, INC.           257

14            APPENDIX           258

14.1         INSIGHTS FROM INDUSTRY EXPERTS     258

14.2         DISCUSSION GUIDE        258

14.3         KNOWLEDGESTORE: MARKETSANDMARKETS’ SUBSCRIPTION PORTAL                261

14.4         CUSTOMIZATION OPTIONS        263

14.5         RELATED REPORTS         263

14.6         AUTHOR DETAILS           264

LIST OF TABLES

TABLE 1                AUTOMOTIVE AI MARKET: RISK ANALYSIS                 41

TABLE 2                AUTOMOTIVE AI MARKET: ROLE OF PLAYERS IN ECOSYSTEM       63

TABLE 3                AUTOMOTIVE AI MARKET: PORTER’S FIVE FORCES ANALYSIS           64

TABLE 4                LIST OF APPLIED/GRANTED PATENTS RELATED TO AUTOMOTIVE AI,

MARCH 2024–JUNE 2025 68

TABLE 5                NORTH AMERICA: LIST OF REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS             70

TABLE 6                EUROPE: LIST OF REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS                 71

TABLE 7                ASIA PACIFIC: LIST OF REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS                 72

TABLE 8                ROW: LIST OF REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS                 73

TABLE 9                STANDARDS      74

TABLE 10              IMPORT DATA FOR HS CODE 8471-COMPLIANT PRODUCTS, BY COUNTRY,

2020–2024 (USD MILLION)            78

TABLE 11              EXPORT DATA FOR HS CODE 8471-COMPLIANT PRODUCTS, BY COUNTRY,

2020–2024 (USD MILLION)            79

TABLE 12              INDICATIVE PRICING ANALYSIS OF GPU-DOMINANT SOCS OFFERED

BY KEY PLAYERS, 2024 (USD)      80

TABLE 13              INDICATIVE PRICING ANALYSIS OF ASIC-DOMINANT SOCS OFFERED

BY KEY PLAYERS, 2024 (USD)      80

TABLE 14              INDICATIVE PRICING ANALYSIS OF FPGA-DOMINANT SOCS OFFERED

BY KEY PLAYERS, 2024 (USD)      80

TABLE 15             PRICING RANGE OF AUTOMOTIVE AI COMPUTE, BY KEY PLAYERS, 2024    81

TABLE 16              AVERAGE SELLING PRICE TREND OF GPU-DOMINANT SOC, BY REGION,

2021–2024 (USD)                82

TABLE 17              AVERAGE SELLING PRICE TREND OF FPGA-DOMINANT SOC, BY REGION,

2021–2024 (USD)                83

TABLE 18              AVERAGE SELLING PRICE TREND OF ASIC-DOMINANT SOC, BY REGION,

2021–2024 (USD)                84

TABLE 19              KEY CONFERENCES AND EVENTS, 2025–2026                 89

TABLE 20              INFLUENCE OF STAKEHOLDERS ON BUYING PROCESS FOR

TOP 3 APPLICATIONS (%)            91

TABLE 21              KEY BUYING CRITERIA FOR TOP 3 APPLICATIONS 91

TABLE 22              US ADJUSTED RECIPROCAL TARIFF RATES                 93

TABLE 23              AUTOMOTIVE AI MARKET, BY OFFERING, 2021–2024 (USD MILLION)       101

TABLE 24              AUTOMOTIVE AI MARKET, BY OFFERING, 2025–2030 (USD MILLION)       101

TABLE 25              AUTOMOTIVE AI MARKET, BY HARDWARE, 2021–2024 (USD MILLION)            103

TABLE 26              AUTOMOTIVE AI MARKET, BY HARDWARE, 2025–2030 (USD MILLION)            103

TABLE 27              HARDWARE: AUTOMOTIVE AI MARKET, BY REGION, 2021–2024 (USD MILLION)          103

TABLE 28              HARDWARE: AUTOMOTIVE AI MARKET, BY REGION, 2025–2030 (USD MILLION)          103

TABLE 29              AUTOMOTIVE AI MARKET, BY COMPUTE, 2021–2024 (USD MILLION)       104

TABLE 30              AUTOMOTIVE AI MARKET, BY COMPUTE, 2025–2030 (USD MILLION)       104

TABLE 31              AUTOMOTIVE AI MARKET, BY COMPUTE, 2021–2024 (MILLION UNITS)  105

TABLE 32              AUTOMOTIVE AI MARKET, BY COMPUTE, 2025–2030 (MILLION UNITS)  105

TABLE 33              COMPUTE: AUTOMOTIVE AI MARKET, BY REGION, 2021–2024 (USD MILLION)          105

TABLE 34              COMPUTE: AUTOMOTIVE AI MARKET, BY REGION, 2025–2030 (USD MILLION)          105

TABLE 35              GPU-DOMINANT SOC: AUTOMOTIVE AI MARKET, BY REGION,

2021–2024 (USD MILLION)            106

TABLE 36              GPU-DOMINANT SOC: AUTOMOTIVE AI MARKET, BY REGION,

2025–2030 (USD MILLION)            106

TABLE 37              FPGA-DOMINANT SOC: AUTOMOTIVE AI MARKET, BY REGION,

2021–2024 (USD MILLION)            107

TABLE 38              FPGA-DOMINANT SOC: AUTOMOTIVE AI MARKET, BY REGION,

2025–2030 (USD MILLION)            108

TABLE 39              ASIC-DOMINANT SOC: AUTOMOTIVE AI MARKET, BY REGION,

2021–2024 (USD MILLION)            109

TABLE 40              ASIC-DOMINANT SOC: AUTOMOTIVE AI MARKET, BY REGION,

2025–2030 (USD MILLION)            109

TABLE 41              NPU-DOMINANT SOC: AUTOMOTIVE AI MARKET, BY REGION,

2021–2024 (USD MILLION)            110

TABLE 42              NPU-DOMINANT SOC: AUTOMOTIVE AI MARKET, BY REGION,

2025–2030 (USD MILLION)            110

TABLE 43              MEMORY: AUTOMOTIVE AI MARKET, BY REGION, 2021–2024 (USD MILLION)          111

TABLE 44              MEMORY: AUTOMOTIVE AI MARKET, BY REGION, 2025–2030 (USD MILLION)          111

TABLE 45             OTHERS: AUTOMOTIVE AI MARKET, BY REGION, 2021–2024 (USD MILLION)            112

TABLE 46             OTHERS: AUTOMOTIVE AI MARKET, BY REGION, 2025–2030 (USD MILLION)            112

TABLE 47              AUTOMOTIVE AI MARKET, BY SOFTWARE, 2021–2024 (USD MILLION)       113

TABLE 48              AUTOMOTIVE AI MARKET, BY SOFTWARE, 2025–2030 (USD MILLION)       113

TABLE 49              SOFTWARE: AUTOMOTIVE AI MARKET, BY REGION, 2021–2024 (USD MILLION)          113

TABLE 50              SOFTWARE: AUTOMOTIVE AI MARKET, BY REGION, 2025–2030 (USD MILLION)          113

TABLE 51              MIDDLEWARE: AUTOMOTIVE AI MARKET, BY REGION, 2021–2024 (USD MILLION)          114

TABLE 52              MIDDLEWARE: AUTOMOTIVE AI MARKET, BY REGION, 2025–2030 (USD MILLION)          115

TABLE 53              APPLICATION SOFTWARE: AUTOMOTIVE AI MARKET, BY REGION,

2021–2024 (USD MILLION)            116

TABLE 54              APPLICATION SOFTWARE: AUTOMOTIVE AI MARKET, BY REGION,

2025–2030 (USD MILLION)            116

TABLE 55             OPERATING SYSTEM: AUTOMOTIVE AI MARKET, BY REGION,

2021–2024 (USD MILLION)            117

TABLE 56             OPERATING SYSTEM: AUTOMOTIVE AI MARKET, BY REGION,

2025–2030 (USD MILLION)            117

TABLE 57              AUTOMOTIVE AI MARKET, BY TECHNOLOGY, 2021–2024 (USD MILLION)            119

TABLE 58              AUTOMOTIVE AI MARKET, BY TECHNOLOGY, 2025–2030 (USD MILLION)            120

TABLE 59              DEEP LEARNING: AUTOMOTIVE AI MARKET, BY REGION,

2021–2024 (USD MILLION)            121

TABLE 60              DEEP LEARNING: AUTOMOTIVE AI MARKET, BY REGION,

2025–2030 (USD MILLION)            121

TABLE 61              MACHINE LEARNING: AUTOMOTIVE AI MARKET, BY REGION,

2021–2024 (USD MILLION)            122

TABLE 62              MACHINE LEARNING: AUTOMOTIVE AI MARKET, BY REGION,

2025–2030 (USD MILLION)            122

TABLE 63              COMPUTER VISION: AUTOMOTIVE AI MARKET, BY REGION,

2021–2024 (USD MILLION)            123

TABLE 64              COMPUTER VISION: AUTOMOTIVE AI MARKET, BY REGION,

2025–2030 (USD MILLION)            123

TABLE 65              CONTEXT-AWARE COMPUTING: AUTOMOTIVE AI MARKET, BY REGION,

2021–2024 (USD MILLION)            124

TABLE 66              CONTEXT-AWARE COMPUTING: AUTOMOTIVE AI MARKET, BY REGION,

2025–2030 (USD MILLION)            124

TABLE 67              NATURAL LANGUAGE PROCESSING: AUTOMOTIVE AI MARKET, BY REGION,

2021–2024 (USD MILLION)            125

TABLE 68              NATURAL LANGUAGE PROCESSING: AUTOMOTIVE AI MARKET, BY REGION,

2025–2030 (USD MILLION)            125

TABLE 69              AUTOMOTIVE AI MARKET, BY LEVEL OF AUTONOMY, 2021–2024 (USD MILLION) 127

TABLE 70              AUTOMOTIVE AI MARKET, BY LEVEL OF AUTONOMY, 2025–2030 (USD MILLION) 128

TABLE 71              L1: AUTOMOTIVE AI MARKET, BY REGION, 2021–2024 (USD MILLION)       129

TABLE 72              L1: AUTOMOTIVE AI MARKET, BY REGION, 2025–2030 (USD MILLION)       129

TABLE 73              L2: AUTOMOTIVE AI MARKET, BY REGION, 2021–2024 (USD MILLION)       130

TABLE 74              L2: AUTOMOTIVE AI MARKET, BY REGION, 2025–2030 (USD MILLION)       130

TABLE 75              L3: AUTOMOTIVE AI MARKET, BY REGION, 2021–2024 (USD MILLION)       131

TABLE 76              L3: AUTOMOTIVE AI MARKET, BY REGION, 2025–2030 (USD MILLION)       131

TABLE 77              AUTOMOTIVE AI MARKET, BY APPLICATION, 2021–2024 (USD MILLION)            134

TABLE 78              AUTOMOTIVE AI MARKET, BY APPLICATION, 2025–2030 (USD MILLION)            135

TABLE 79              AD/ADAS: AUTOMOTIVE AI MARKET, BY OFFERING, 2021–2024 (USD MILLION)     136

TABLE 80              AD/ADAS: AUTOMOTIVE AI MARKET, BY OFFERING, 2025–2030 (USD MILLION)     136

TABLE 81              INFOTAINMENT SYSTEMS: AUTOMOTIVE AI MARKET, BY OFFERING,

2021–2024 (USD MILLION)            137

TABLE 82              INFOTAINMENT SYSTEMS: AUTOMOTIVE AI MARKET, BY OFFERING,

2025–2030 (USD MILLION)            138

TABLE 83              VEHICLE TELEMATICS: AUTOMOTIVE AI MARKET, BY OFFERING,

2021–2024 (USD MILLION)            139

TABLE 84              VEHICLE TELEMATICS: AUTOMOTIVE AI MARKET, BY OFFERING,

2025–2030 (USD MILLION)            139

TABLE 85              OTHER APPLICATIONS: AUTOMOTIVE AI MARKET, BY OFFERING,

2021–2024 (USD MILLION)            140

TABLE 86              OTHER APPLICATIONS: AUTOMOTIVE AI MARKET, BY OFFERING,

2025–2030 (USD MILLION)            140

TABLE 87              AUTOMOTIVE AI MARKET, BY REGION, 2021–2024 (USD MILLION)       142

TABLE 88              AUTOMOTIVE AI MARKET, BY REGION, 2025–2030 (USD MILLION)       143

TABLE 89              NORTH AMERICA: AUTOMOTIVE AI MARKET, BY COUNTRY,

2021–2024 (USD MILLION)            146

TABLE 90              NORTH AMERICA: AUTOMOTIVE AI MARKET, BY COUNTRY,

2025–2030 (USD MILLION)            146

TABLE 91              NORTH AMERICA: AUTOMOTIVE AI MARKET, BY OFFERING,

2021–2024 (USD MILLION)            146

TABLE 92              NORTH AMERICA: AUTOMOTIVE AI MARKET, BY OFFERING,

2025–2030 (USD MILLION)            146

TABLE 93              NORTH AMERICA: AUTOMOTIVE AI MARKET, BY HARDWARE,

2021–2024 (USD MILLION)            147

TABLE 94              NORTH AMERICA: AUTOMOTIVE AI MARKET, BY HARDWARE,

2025–2030 (USD MILLION)            147

TABLE 95              NORTH AMERICA: AUTOMOTIVE AI MARKET, BY COMPUTE,

2021–2024 (USD MILLION)            147

TABLE 96              NORTH AMERICA: AUTOMOTIVE AI MARKET, BY COMPUTE,

2025–2030 (USD MILLION)            148

TABLE 97              NORTH AMERICA: AUTOMOTIVE AI MARKET, BY SOFTWARE,

2021–2024 (USD MILLION)            148

TABLE 98              NORTH AMERICA: AUTOMOTIVE AI MARKET, BY SOFTWARE,

2025–2030 (USD MILLION)            148

TABLE 99              NORTH AMERICA: AUTOMOTIVE AI MARKET, BY LEVEL OF AUTONOMY,

2021–2024 (USD MILLION)            148

TABLE 100            NORTH AMERICA: AUTOMOTIVE AI MARKET, BY LEVEL OF AUTONOMY,

2025–2030 (USD MILLION)            149

TABLE 101            NORTH AMERICA: AUTOMOTIVE AI MARKET, BY TECHNOLOGY,

2021–2024 (USD MILLION)            149

TABLE 102            NORTH AMERICA: AUTOMOTIVE AI MARKET, BY TECHNOLOGY,

2025–2030 (USD MILLION)            149

TABLE 103            EUROPE: AUTOMOTIVE AI MARKET, BY COUNTRY, 2021–2024 (USD MILLION)     154

TABLE 104            EUROPE: AUTOMOTIVE AI MARKET, BY COUNTRY, 2025–2030 (USD MILLION)     154

TABLE 105            EUROPE: AUTOMOTIVE AI MARKET, BY OFFERING, 2021–2024 (USD MILLION)     155

TABLE 106            EUROPE: AUTOMOTIVE AI MARKET, BY OFFERING, 2025–2030 (USD MILLION)     155

TABLE 107            EUROPE: AUTOMOTIVE AI MARKET, BY HARDWARE, 2021–2024 (USD MILLION)  155

TABLE 108            EUROPE: AUTOMOTIVE AI MARKET, BY HARDWARE, 2025–2030 (USD MILLION)  155

TABLE 109            EUROPE: AUTOMOTIVE AI MARKET, BY COMPUTE, 2021–2024 (USD MILLION)    156

TABLE 110            EUROPE: AUTOMOTIVE AI MARKET, BY COMPUTE, 2025–2030 (USD MILLION)    156

TABLE 111            EUROPE: AUTOMOTIVE AI MARKET, BY SOFTWARE, 2021–2024 (USD MILLION)   156

TABLE 112            EUROPE: AUTOMOTIVE AI MARKET, BY SOFTWARE, 2025–2030 (USD MILLION)   156

TABLE 113            EUROPE: AUTOMOTIVE AI MARKET, BY LEVEL OF AUTONOMY,

2021–2024 (USD MILLION)            157

TABLE 114            EUROPE: AUTOMOTIVE AI MARKET, BY LEVEL OF AUTONOMY,

2025–2030 (USD MILLION)            157

TABLE 115            EUROPE: AUTOMOTIVE AI MARKET, BY TECHNOLOGY, 2021–2024 (USD MILLION)            157

TABLE 116            EUROPE: AUTOMOTIVE AI MARKET, BY TECHNOLOGY, 2025–2030 (USD MILLION)            157

TABLE 117            ASIA PACIFIC: AUTOMOTIVE AI MARKET, BY COUNTRY, 2021–2024 (USD MILLION)     162

TABLE 118            ASIA PACIFIC: AUTOMOTIVE AI MARKET, BY COUNTRY, 2025–2030 (USD MILLION)     162

TABLE 119            ASIA PACIFIC: AUTOMOTIVE AI MARKET, BY OFFERING, 2021–2024 (USD MILLION)     163

TABLE 120            ASIA PACIFIC: AUTOMOTIVE AI MARKET, BY OFFERING, 2025–2030 (USD MILLION)     163

TABLE 121            ASIA PACIFIC: AUTOMOTIVE AI MARKET, BY HARDWARE,

2021–2024 (USD MILLION)            163

TABLE 122            ASIA PACIFIC: AUTOMOTIVE AI MARKET, BY HARDWARE,

2025–2030 (USD MILLION)            163

TABLE 123            ASIA PACIFIC: AUTOMOTIVE AI MARKET, BY COMPUTE, 2021–2024 (USD MILLION)    164

TABLE 124            ASIA PACIFIC: AUTOMOTIVE AI MARKET, BY COMPUTE, 2025–2030 (USD MILLION)    164

TABLE 125            ASIA PACIFIC: AUTOMOTIVE AI MARKET, BY SOFTWARE,

2021–2024 (USD MILLION)            164

TABLE 126            ASIA PACIFIC: AUTOMOTIVE AI MARKET, BY SOFTWARE,

2025–2030 (USD MILLION)            165

TABLE 127            ASIA PACIFIC: AUTOMOTIVE AI MARKET, BY LEVEL OF AUTONOMY,

2021–2024 (USD MILLION)            165

TABLE 128            ASIA PACIFIC: AUTOMOTIVE AI MARKET, BY LEVEL OF AUTONOMY,

2025–2030 (USD MILLION)            165

TABLE 129            ASIA PACIFIC: AUTOMOTIVE AI MARKET, BY TECHNOLOGY,

2021–2024 (USD MILLION)            165

TABLE 130            ASIA PACIFIC: AUTOMOTIVE AI MARKET, BY TECHNOLOGY,

2025–2030 (USD MILLION)            166

TABLE 131            ROW: AUTOMOTIVE AI MARKET, BY REGION, 2021–2024 (USD MILLION)            171

TABLE 132            ROW: AUTOMOTIVE AI MARKET, BY REGION, 2025–2030 (USD MILLION)            171

TABLE 133            ROW: AUTOMOTIVE AI MARKET, BY OFFERING, 2021–2024 (USD MILLION)            171

TABLE 134            ROW: AUTOMOTIVE AI MARKET, BY OFFERING, 2025–2030 (USD MILLION)            171

TABLE 135            ROW: AUTOMOTIVE AI MARKET, BY HARDWARE, 2021–2024 (USD MILLION)  171

TABLE 136            ROW: AUTOMOTIVE AI MARKET, BY HARDWARE, 2025–2030 (USD MILLION)  172

TABLE 137            ROW: AUTOMOTIVE AI MARKET, BY COMPUTE, 2021–2024 (USD MILLION)            172

TABLE 138            ROW: AUTOMOTIVE AI MARKET, BY COMPUTE, 2025–2030 (USD MILLION)            172

TABLE 139            ROW: AUTOMOTIVE AI MARKET, BY SOFTWARE, 2021–2024 (USD MILLION)            173

TABLE 140            ROW: AUTOMOTIVE AI MARKET, BY SOFTWARE, 2025–2030 (USD MILLION)            173

TABLE 141            ROW: AUTOMOTIVE AI MARKET, BY LEVEL OF AUTONOMY,

2021–2024 (USD MILLION)            173

TABLE 142            ROW: AUTOMOTIVE AI MARKET, BY LEVEL OF AUTONOMY,

2025–2030 (USD MILLION)            173

TABLE 143            ROW: AUTOMOTIVE AI MARKET, BY TECHNOLOGY, 2021–2024 (USD MILLION)            174

TABLE 144            ROW: AUTOMOTIVE AI MARKET, BY TECHNOLOGY, 2025–2030 (USD MILLION)            174

TABLE 145            OVERVIEW OF STRATEGIES ADOPTED BY AUTOMOTIVE

AI MANUFACTURERS AND PROVIDERS 176

TABLE 146            AUTOMOTIVE AI MARKET SHARE ANALYSIS, 2024        180

TABLE 147            AUTOMOTIVE AI MARKET: REGION FOOTPRINT, 2024             188

TABLE 148            AUTOMOTIVE AI MARKET: OFFERING FOOTPRINT, 2024             189

TABLE 149            AUTOMOTIVE AI MARKET: TECHNOLOGY FOOTPRINT, 2024             190

TABLE 150            AUTOMOTIVE AI MARKET: APPLICATION FOOTPRINT, 2024             191

TABLE 151            AUTOMOTIVE AI MARKET: LIST OF KEY STARTUPS/SMES, 2024   194

TABLE 152            AUTOMOTIVE AI MARKET: COMPETITIVE BENCHMARKING

OF KEY STARTUPS/SMES, 2024   195

TABLE 153            AUTOMOTIVE AI MARKET: PRODUCT LAUNCHES, JANUARY 2021−JUNE 2025   196

TABLE 154            AUTOMOTIVE AI MARKET: DEALS, JANUARY 2021−JUNE 2025                197

TABLE 155            TESLA: COMPANY OVERVIEW    200

TABLE 156            TESLA: PRODUCTS/SOLUTIONS/SERVICES OFFERED             201

TABLE 157            NVIDIA CORPORATION: COMPANY OVERVIEW                 203

TABLE 158            NVIDIA CORPORATION: PRODUCTS/SOLUTIONS/SERVICES OFFERED    204

TABLE 159            NVIDIA CORPORATION: PRODUCT LAUNCHES                 205

TABLE 160            NVIDIA CORPORATION: DEALS 206

TABLE 161            MOBILEYE: COMPANY OVERVIEW           208

TABLE 162            MOBILEYE: PRODUCTS/SOLUTIONS/SERVICES OFFERED             209

TABLE 163            MOBILEYE: PRODUCT LAUNCHES            210

TABLE 164            MOBILEYE: DEALS           210

TABLE 165            QUALCOMM TECHNOLOGIES, INC.: COMPANY OVERVIEW          213

TABLE 166            QUALCOMM TECHNOLOGIES, INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED    214

TABLE 167            QUALCOMM TECHNOLOGIES, INC.: PRODUCT LAUNCHES          215

TABLE 168            QUALCOMM TECHNOLOGIES, INC.: DEALS                 216

TABLE 169            ADVANCED MICRO DEVICES, INC.: COMPANY OVERVIEW          218

TABLE 170            ADVANCED MICRO DEVICES, INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED    219

TABLE 171            ADVANCED MICRO DEVICES, INC.: PRODUCT LAUNCHES          220

TABLE 172            ADVANCED MICRO DEVICES, INC.: DEALS                 221

TABLE 173            ALPHABET INC.: COMPANY OVERVIEW 223

TABLE 174            ALPHABET INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED    224

TABLE 175            ALPHABET INC.: DEALS 225

TABLE 176            APTIV: COMPANY OVERVIEW    227

TABLE 177            APTIV: PRODUCTS/SOLUTIONS/SERVICES OFFERED             228

TABLE 178            APTIV: DEALS    229

TABLE 179            MICRON TECHNOLOGY, INC.: COMPANY OVERVIEW          230

TABLE 180            MICRON TECHNOLOGY, INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED    231

TABLE 181            MICRON TECHNOLOGY, INC.: PRODUCT LAUNCHES          232

TABLE 182            MICRON TECHNOLOGY, INC.: DEALS     233

TABLE 183            MICROSOFT: COMPANY OVERVIEW        235

TABLE 184            MICROSOFT: PRODUCTS/SOLUTIONS/SERVICES OFFERED    236

TABLE 185            MICROSOFT: PRODUCT LAUNCHES        237

TABLE 186            MICROSOFT: DEALS       238

TABLE 187            IBM: COMPANY OVERVIEW         239

TABLE 188            IBM: PRODUCTS/SOLUTIONS/SERVICES OFFERED             240

TABLE 189            IBM: PRODUCT LAUNCHES         241

TABLE 190            IBM: DEALS        242

TABLE 191            NAUTO: COMPANY OVERVIEW 243

TABLE 192            AURORA OPERATIONS, INC.: COMPANY OVERVIEW          244

TABLE 193            WAYVE: COMPANY OVERVIEW  245

TABLE 194            NURO, INC.: COMPANY OVERVIEW          246

TABLE 195            PONY.AI: COMPANY OVERVIEW                247

TABLE 196            HELM.AI: COMPANY OVERVIEW                248

TABLE 197            TACTILE MOBILITY: COMPANY OVERVIEW                 249

TABLE 198            DEEPROUTE.AI: COMPANY OVERVIEW 250

TABLE 199            COGNATA: COMPANY OVERVIEW            251

TABLE 200            NULLMAX: COMPANY OVERVIEW            252

TABLE 201            COMMA_AI: COMPANY OVERVIEW          253

TABLE 202            MOTIONAL, INC.: COMPANY OVERVIEW                 254

TABLE 203            OXA AUTONOMY LIMITED: COMPANY OVERVIEW          255

TABLE 204            IMAGRY AUTONOMOUS DRIVING SOFTWARE COMPANY: COMPANY OVERVIEW            256

TABLE 205            APPLIED INTUITION, INC.: COMPANY OVERVIEW          257

LIST OF FIGURES

FIGURE 1              AUTOMOTIVE AI MARKET SEGMENTATION AND REGIONAL SCOPE 24

FIGURE 2              AUTOMOTIVE AI MARKET: RESEARCH DESIGN                 29

FIGURE 3              AUTOMOTIVE AI MARKET: RESEARCH FLOW OF MARKET SIZE ESTIMATION         35

FIGURE 4              AUTOMOTIVE AI MARKET: SUPPLY-SIDE ANALYSIS            36

FIGURE 5              AUTOMOTIVE AI MARKET: BOTTOM-UP APPROACH         37

FIGURE 6              AUTOMOTIVE AI MARKET: TOP-DOWN APPROACH         38

FIGURE 7              AUTOMOTIVE AI MARKET: DATA TRIANGULATION             39

FIGURE 8              SOFTWARE SEGMENT TO ACCOUNT FOR LARGEST MARKET SHARE IN 2030             43

FIGURE 9              LEVEL 2 AUTONOMY TO DOMINATE MARKET DURING FORECAST PERIOD       43

FIGURE 10            DEEP LEARNING TECHNOLOGY TO REGISTER HIGHEST

CAGR DURING FORECAST PERIOD          44

FIGURE 11            AD/ADAS TO DOMINATE AUTOMOTIVE AI MARKET DURING FORECAST PERIOD    45

FIGURE 12            ASIA PACIFIC TO LEAD GLOBAL AUTOMOTIVE AI MARKET DURING FORECAST PERIOD               45

FIGURE 13            ASIA PACIFIC TO REGISTER HIGHEST CAGR DURING FORECAST PERIOD       46

FIGURE 14            INCREASING DEPLOYMENT OF ADAS FEATURES AND GROWING DEMAND FOR PERSONALIZED IN-CAR EXPERIENCES DRIVING MARKET GROWTH          47

FIGURE 15            L2 SEGMENT TO ACCOUNT FOR LARGEST MARKET SHARE IN 2025 48

FIGURE 16            DEEP LEARNING TECHNOLOGY TO DOMINATE MARKET BY 2030               48

FIGURE 17            AD/ADAS APPLICATION TO ACCOUNT FOR LARGEST MARKET SHARE DURING FORECAST PERIOD 49

FIGURE 18            CHINA TO WITNESS HIGHEST CAGR IN GLOBAL AUTOMOTIVE AI MARKET DURING FORECAST PERIOD 49

FIGURE 19            DRIVERS, RESTRAINTS, OPPORTUNITIES, AND CHALLENGES IN

AUTOMOTIVE AI MARKET           50

FIGURE 20            ESTIMATED SHARE OF REGISTERED VEHICLES WITH ADAS FEATURE

(2023 AND 2028)                 51

FIGURE 21            LEVELS OF AUTONOMOUS DRIVING      53

FIGURE 22            IMPACT ANALYSIS: DRIVERS      54

FIGURE 23            IMPACT ANALYSIS: RESTRAINTS               55

FIGURE 24            SENSOR FUSION               57

FIGURE 25            IMPACT ANALYSIS: OPPORTUNITIES     58

FIGURE 26            IMPACT ANALYSIS: CHALLENGES             59

FIGURE 27            TRENDS/DISRUPTIONS INFLUENCING CUSTOMER BUSINESS   60

FIGURE 28            AUTOMOTIVE AI MARKET: VALUE CHAIN ANALYSIS            61

FIGURE 29            AUTOMOTIVE AI MARKET: ECOSYSTEM ANALYSIS            62

FIGURE 30            AUTOMOTIVE AI MARKET: PORTER’S FIVE FORCES ANALYSIS           65

FIGURE 31            AUTOMOTIVE AI MARKET: PATENT ANALYSIS, 2014–2024              67

FIGURE 32            IMPORT SCENARIO FOR HS CODE 8471-COMPLIANT PRODUCTS

FOR TOP 5 COUNTRIES, 2020–2024            78

FIGURE 33            EXPORT SCENARIO FOR HS CODE 8471-COMPLIANT PRODUCTS FOR TOP 5 COUNTRIES, 2020–2024                 79

FIGURE 34            AVERAGE SELLING PRICE TREND OF GPU-DOMINANT SOC,

BY REGION, 2021–2024 (USD)      82

FIGURE 35            AVERAGE SELLING PRICE TREND OF FPGA-DOMINANT SOC, BY REGION,

2021–2024 (USD)                83

FIGURE 36            AVERAGE SELLING PRICE TREND OF ASIC-DOMINANT SOC, BY REGION,

2021–2024 (USD)                84

FIGURE 37            INFLUENCE OF STAKEHOLDERS ON BUYING PROCESS FOR TOP 3 APPLICATIONS      90

FIGURE 38            KEY BUYING CRITERIA FOR TOP 3 APPLICATIONS 91

FIGURE 39            HARDWARE SEGMENT TO REGISTER HIGHER CAGR DURING FORECAST PERIOD          101

FIGURE 40            DEEP LEARNING SEGMENT TO DOMINATE MARKET DURING FORECAST PERIOD    119

FIGURE 41            L2 SEGMENT TO ACCOUNT FOR LARGEST SHARE OF AUTOMOTIVE AI MARKET DURING FORECAST PERIOD                127

FIGURE 42            AD/ADAS SEGMENT TO DOMINATE AUTOMOTIVE AI MARKET DURING FORECAST PERIOD 134

FIGURE 43            ASIA PACIFIC TO BE FASTEST-GROWING MARKET DURING FORECAST PERIOD    142

FIGURE 44            NORTH AMERICA: AUTOMOTIVE AI MARKET SNAPSHOT          145

FIGURE 45            US TO ACCOUNT FOR LARGEST SHARE OF NORTH AMERICA

AUTOMOTIVE AI MARKET DURING FORECAST PERIOD 145

FIGURE 46            EUROPE: AUTOMOTIVE AI MARKET SNAPSHOT                 153

FIGURE 47            GERMANY TO BE FASTEST-GROWING MARKET IN EUROPE DURING FORECAST PERIOD               154

FIGURE 48            ASIA PACIFIC: AUTOMOTIVE AI MARKET SNAPSHOT          161

FIGURE 49            CHINA TO LEAD AUTOMOTIVE AI MARKET IN ASIA PACIFIC DURING FORECAST PERIOD           162

FIGURE 50            ROW: AUTOMOTIVE AI MARKET SNAPSHOT                 170

FIGURE 51            MIDDLE EAST & AFRICA TO REGISTER HIGHER CAGR DURING FORECAST PERIOD          170

FIGURE 52            REVENUE ANALYSIS OF FIVE KEY PLAYERS IN AUTOMOTIVE AI MARKET,

2021–2024 (USD MILLION)            179

FIGURE 53            AUTOMOTIVE AI MARKET: SHARE OF KEY PLAYERS              180

FIGURE 54            COMPANY VALUATION, 2025 (USD BILLION)                 183

FIGURE 55            FINANCIAL METRICS (EV/EBITDA), 2025                 183

FIGURE 56            BRAND/PRODUCT COMPARISON             184

FIGURE 57            AUTOMOTIVE AI MARKET: COMPETITIVE EVALUATION MATRIX (KEY PLAYERS), 2024         186

FIGURE 58            AUTOMOTIVE AI MARKET: COMPANY FOOTPRINT, 2024             187

FIGURE 59            AUTOMOTIVE AI MARKET: COMPANY EVALUATION MATRIX

(STARTUPS/SMES), 2024                193

FIGURE 60            TESLA: COMPANY SNAPSHOT   201

FIGURE 61            NVIDIA CORPORATION: COMPANY SNAPSHOT                 204

FIGURE 62            MOBILEYE: COMPANY SNAPSHOT           209

FIGURE 63            QUALCOMM TECHNOLOGIES, INC.: COMPANY SNAPSHOT          214

FIGURE 64            ADVANCED MICRO DEVICES, INC.: COMPANY SNAPSHOT          219

FIGURE 65            ALPHABET INC.: COMPANY SNAPSHOT 224

FIGURE 66            APTIV: COMPANY SNAPSHOT    228

FIGURE 67            MICRON TECHNOLOGY, INC.: COMPANY SNAPSHOT          231

FIGURE 68            MICROSOFT: COMPANY SNAPSHOT        236

FIGURE 69            IBM: COMPANY SNAPSHOT         240