Core Insights - The global automotive SoC market is entering a rapid growth phase, with major suppliers like Mobileye, NVIDIA, Qualcomm, Horizon, and Huawei expected to dominate the market by 2035, increasing their combined market share from 69% in 2025 to over 78% [1] - The demand for high-performance SoCs is driven by the need for AI perception, sensor fusion, and redundancy in higher levels of autonomous driving [1][2] - Chinese SoC manufacturers Horizon and Huawei are projected to capture over 50% of the domestic market by 2035 through the rapid expansion of cost-effective L2+ and above SoCs [1] Group 1 - Mobileye's cost-competitive products are anticipated to gain wider adoption in emerging markets such as India, Southeast Asia, Latin America, and the Middle East, helping it maintain its leadership in the L2 ADAS sector [2] - The shift towards centralized electrical architectures by automotive manufacturers is expected to sustain the demand for high-performance SoCs, particularly for L3 and L4 autonomous driving levels [2] - NVIDIA, Qualcomm, and Huawei are expected to see significant market share growth, with a compound annual growth rate exceeding 15% during the forecast period due to their superior and flexible SoC products [2] Group 2 - The automotive market is expected to become more fragmented by 2035, with high computational demand for vehicles projected to grow 3-4 times compared to current levels [4] - SoC suppliers that can balance AI performance, energy efficiency, and cost competitiveness are likely to succeed in the evolving market [4] - OEMs are expected to adopt multi-source strategies to optimize costs for L2 and L2+ autonomous driving chips while managing the costs of high-performance SoCs required for advanced autonomous driving products [4]