Stories
Follows how technical breakthroughs survive contact with manufacturing, infrastructure, safety, and global market competition.
In 2025, the global automotive HMI market is valued at $28.2 billion. Driven by EU GSR regulations, software-defined vehicle architectures, and generative AI cockpit assistants, it is expected to reach $70.5 billion by 2035, with a CAGR of 9.6% during the period. Europe currently leads with a 34% share, while Asia-Pacific is the fastest-growing market with an 11.2% CAGR.
In 2025, the global automotive intelligent cockpit platform market is valued at approximately $27 billion, and is expected to grow to $29.8 billion in 2026, reaching $80 billion by 2035, with a compound annual growth rate (CAGR) of 11.6% from 2026 to 2035. The Asia-Pacific region is the largest and fastest-growing regional market. Hardware components hold a dominant position, with passenger vehicles being the primary application area. AI, 5G, and software-defined vehicles are the core driving forces.
This article summarizes the core viewpoints from Automotive IQ's online autonomous driving event, exploring the important roles of expanding AI and software-defined architecture, building public trust, and forward-looking cybersecurity strategies in driving the commercialization of autonomous driving.
According to a survey by the McKinsey Center for Future Mobility of industry leaders, the timeline for large-scale deployment of autonomous vehicles has been delayed by one to two years. The private vehicle market has shifted its focus toward L2+ features, with high costs becoming a major obstacle to development, and significant regional differences are evident.
The article explores the concepts and driving factors of SDV, market growth and application areas, software revenue models, the evolution of the OEM-supplier ecosystem, and the evolution of E/E architecture. It is expected that by 2030, passenger cars will still dominate the SDV market, with ADAS being the most significant application direction. The share of automotive software revenue is rapidly increasing, and manufacturers such as Tesla have already adopted software-paid and subscription models. The E/E architecture is evolving from distributed ECUs toward centralization and cloud integration, and future vehicles will possess highly adaptive capabilities.
Changan Automobile obtained an L4-level Robotaxi testing license on March 31, 2026, passing the full compliance review of the Chongqing Yongchuan policy pilot zone. This is another breakthrough following the acquisition of the country's first L3-specific license in December last year. Based on the "Tianshu" end-to-end large model, Changan will mass-produce L2/L3 and L4 technologies from the same source, achieving large-scale migration. In the industry's route debate, Changan has chosen a strategy of parallel development of L3 and L4, both accumulating data and seizing the future high ground.