Autonomous Driving SoC

Global Autonomous Driving SoC Market to Reach US$77.3 Billion by 2030

The global market for Autonomous Driving SoC estimated at US$43.6 Billion in the year 2024, is expected to reach US$77.3 Billion by 2030, growing at a CAGR of 10.0% over the analysis period 2024-2030. Level 2 Autonomy, one of the segments analyzed in the report, is expected to record a 7.9% CAGR and reach US$26.6 Billion by the end of the analysis period. Growth in the Level 3 Autonomy segment is estimated at 11.7% CAGR over the analysis period.

The U.S. Market is Estimated at US$11.5 Billion While China is Forecast to Grow at 9.2% CAGR

The Autonomous Driving SoC market in the U.S. is estimated at US$11.5 Billion in the year 2024. China, the world`s second largest economy, is forecast to reach a projected market size of US$12.0 Billion by the year 2030 trailing a CAGR of 9.2% over the analysis period 2024-2030. Among the other noteworthy geographic markets are Japan and Canada, each forecast to grow at a CAGR of 8.6% and 8.3% respectively over the analysis period. Within Europe, Germany is forecast to grow at approximately 8.1% CAGR.

Global Autonomous Driving SoC Market – Key Trends & Drivers Summarized

Why Are Autonomous Driving SoCs Becoming the Central Intelligence Layer in Next-Generation Mobility Platforms?
Autonomous Driving System-on-Chip (SoC) platforms are rapidly emerging as the computational core of self-driving vehicles, enabling real-time decision-making, high-speed data processing, and multi-sensor fusion essential for autonomy. Unlike traditional vehicle ECUs, which manage isolated control functions, these highly integrated chips consolidate CPUs, GPUs, neural processing units (NPUs), image signal processors (ISPs), and hardware accelerators onto a single silicon substrate. This architectural consolidation allows autonomous systems to process massive data streams from cameras, LiDAR, radar, ultrasonic sensors, and HD maps in real time—powering critical applications such as object detection, path planning, and vehicle control.

As OEMs and Tier 1 suppliers race toward SAE Level 3+ autonomy, SoCs are becoming pivotal to reducing system complexity, increasing computational efficiency, and meeting automotive-grade safety and latency requirements. These chips enable scalable autonomy—supporting a wide range of functions from advanced driver-assistance systems (ADAS) to full self-driving capabilities. Their ability to host AI-based perception stacks, manage domain controllers, and interface with vehicle operating systems positions them as indispensable enablers in the shift to software-defined, sensor-rich, and continuously upgradable mobility ecosystems.

How Are AI Acceleration, Sensor Fusion, and Edge Computing Enhancing the Capabilities of Autonomous Driving SoCs?
The performance of autonomous driving SoCs is being significantly enhanced through specialized AI engines, advanced sensor fusion frameworks, and edge-based inferencing. Embedded neural processors and deep learning accelerators are now capable of executing billions of operations per second (TOPS), allowing real-time object classification, semantic segmentation, and behavioral prediction with high precision. These capabilities are essential for safe autonomous navigation under dynamic urban and highway conditions.

Integrated sensor fusion engines allow SoCs to combine data from multiple sensing modalities—camera, LiDAR, radar, ultrasonic, and inertial measurement units (IMUs)—to construct a coherent, real-time 360° understanding of the vehicle’s surroundings. By processing this information locally at the edge, autonomous SoCs reduce latency, eliminate dependence on cloud connectivity for critical decisions, and support fail-operational safety architectures. Advanced SoCs also include redundancy and hardware safety mechanisms (ASIL-D compliance), allowing fault-tolerant operations in line with ISO 26262 standards. Coupled with high-speed memory interfaces, PCIe connectivity, and thermal optimization, these architectures deliver the computational density needed to support both AI model execution and safety-critical control.

Where Is Demand for Autonomous Driving SoCs Expanding and Which Vehicle Segments Are Driving Integration?
Demand for autonomous driving SoCs is expanding most rapidly in North America, Europe, China, Japan, and South Korea—regions leading in AV R&D, smart infrastructure deployment, and regulatory support for Level 2+ autonomy. Premium passenger vehicles are at the forefront of SoC integration, with manufacturers deploying domain controllers powered by high-performance SoCs to support highway autopilot, traffic jam assist, and lane centering systems. As autonomy trickles down the product ladder, mid-segment vehicles are beginning to adopt SoC-based Level 2 ADAS suites to meet consumer demand and regulatory safety targets.

Electric vehicles (EVs) are particularly aligned with autonomous SoC integration, as their centralized electrical architecture and zonal domain controllers provide ideal conditions for SoC-based control units. Commercial vehicle segments—including robotaxis, autonomous delivery vehicles, and freight fleets—are also significant adopters, where edge-based SoCs are essential for efficient fleet navigation, obstacle avoidance, and remote monitoring. Industrial AV applications in agriculture, mining, and warehousing are further expanding use cases, requiring robust SoCs capable of operating in mission-critical, harsh environments.

What Is Fueling the Global Growth of the Autonomous Driving SoC Market?
The growth of the autonomous driving SoC market is driven by the convergence of vehicle digitalization, AI innovation, and the global pursuit of safer, more efficient transportation systems. OEMs are embracing centralized compute platforms to simplify wiring, reduce latency, and accelerate the deployment of software-driven vehicle features. SoCs enable this architectural transformation by offering scalable compute power that supports incremental upgrades from assisted driving to full autonomy—minimizing revalidation costs and maximizing software reuse.

Intensifying competition among chipmakers—such as NVIDIA, Qualcomm, Intel (Mobileye), Renesas, and emerging players—is pushing the boundaries of SoC design, with roadmaps promising up to 1000+ TOPS performance, full-stack software support, and ASIL-D safety compliance. As regulatory bodies mandate ADAS features for new vehicles, and public-private partnerships expand AV testing zones, the commercialization of autonomy is accelerating. Cloud-to-edge AI orchestration, OTA update capabilities, and continuous training loops are further solidifying SoCs as the strategic control layer in autonomous mobility. As the complexity of autonomy scales, one critical question defines the sector`s trajectory: Can autonomous driving SoCs deliver the real-time intelligence, safety, and upgradability needed to power the transition from pilot projects to mass-market, self-driving mobility?

SCOPE OF STUDY:

The report analyzes the Autonomous Driving SoC market in terms of units by the following Segments, and Geographic Regions/Countries:

Segments:
Autonomy Level (Level 2, Level 3, Level 4, Level 5); Application (Adaptive Cruise Control, Lane Keeping Assistance System, Traffic Jam Assist, Automated Parking System, Other Applications); End-Use (Passenger Cars, Commercial Vehicles)

Geographic Regions/Countries:
World; United States; Canada; Japan; China; Europe (France; Germany; Italy; United Kingdom; and Rest of Europe); Asia-Pacific; Rest of World.

Select Competitors (Total 42 Featured) -

• Ambarella Inc.
• Arm Ltd.
• Black Sesame Technologies
• Bosch
• DeepGrid Semiconductor
• Horizon Robotics
• Huawei Technologies Co., Ltd.
• Infineon Technologies AG
• Intel Corporation
• MediaTek Inc.
• Mobileye
• NVIDIA Corporation
• NXP Semiconductors N.V.
• Qualcomm Technologies Inc.
• Renesas Electronics Corporation
• Samsung Electronics Co., Ltd.
• STMicroelectronics N.V.
• Tenstorrent Inc.
• Texas Instruments Inc.
• Xilinx Inc. (now part of AMD)

TARIFF IMPACT FACTOR

Our new release incorporates impact of tariffs on geographical markets as we predict a shift in competitiveness of companies based on HQ country, manufacturing base, exports and imports (finished goods and OEM). This intricate and multifaceted market reality will impact competitors by artificially increasing the COGS, reducing profitability, reconfiguring supply chains, amongst other micro and macro market dynamics.

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APRIL 2025: NEGOTIATION PHASE

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