In context
In October 2025, the automotive industry was accelerating toward higher levels of driving automation, with system-on-chip (SoC) suppliers facing a fast-growth phase that promised to realign market shares. This report from Counterpoint Research captured a pivotal moment as traditional automotive chip vendors competed with high-performance compute specialists for dominance in ADAS and autonomous vehicle platforms.
What was reported
According to Counterpoint Research’s Global Autonomous Vehicle SoCs Forecast, H1 2025, Mobileye, Nvidia, Qualcomm, Horizon Robotics, and Huawei are projected to be the top five SoC suppliers for ADAS and autonomous vehicles, together holding over 78% of the market by 2035, up from 69% in 2025. The forecast highlights that higher levels of autonomy demand SoCs capable of handling AI perception, sensor fusion, and redundancy, driving a shift from simple camera ECUs to centralized, AI-heavy architectures.
Chinese suppliers Horizon Robotics and Huawei are expected to dominate the domestic market with over 50% share by 2035, leveraging cost-effective L2+ SoCs and partnerships with local automakers amid geopolitical pressures favoring self-reliance. Mobileye is anticipated to maintain leadership in L2 ADAS, with growth in emerging markets and traction for its surround ADAS solution among Western OEMs targeting mass-market vehicles.
Nvidia, Qualcomm, and Huawei, offering higher-performing and flexible SoCs, are forecast to achieve a combined CAGR of over 15%, gaining significant share. The report notes that OEMs will adopt multi-source strategies to balance costs across L2/L2+ and premium high-compute platforms.
“By 2035, the market will be more fragmented, but total vehicles with high-compute needs will be around 3-4 times larger than current levels.”
Why it mattered
This forecast underscored a structural shift in automotive compute: as autonomy levels rise, the value chain is moving toward scalable, AI-centric SoCs with integrated hardware-software stacks. For industrial automation and robotics, the trend signals growing demand for high-performance, power-efficient compute platforms that can be validated for safety-critical applications, potentially influencing broader embedded AI deployments beyond vehicles.
Source: Robotics & Automation News (roboticsandautomationnews.com) · Published 2025-10-20 · “Global shifts in ADAS and autonomous vehicles reshaping competitive SoC suppliers landscape”