Global auto demand is downgraded as China’s market weakens, slowing EV growth and reviving hybrids as a strategic focus. ADAS/AV penetration keeps rising, with automakers designing more in-house SoCs. MLCC supply chains “protect AI, limit auto semis.” Chinese battery makers gain share; Japanese/Korean firms face profit pressure and pivot to storage. Policies tighten local manufacturing, while Europe speeds Robotaxi commercialization via partnerships.

Key Highlights 

• China’s domestic demand has fallen sharply, dragging down global sales forecasts. EVs and new energy vehicles are still growing, but momentum is weaker than last year.
• ADAS Penetration: ADAS features, including highway and urban navigation autopilot, are increasingly becoming standard, especially across new energy vehicles.
• Despite seasonal weakness, tight supply and long lead times keep prices for high‑voltage and ADAS‑grade MLCCs relatively firm.
• Hybrid vehicles are gaining strategic importance. LFP batteries dominate the market, with Chinese suppliers increasing share. Japanese and Korean manufacturers face margin pressure and are shifting toward energy storage.
• Chinese leaders dominate global cell shipments. Mid-tier competition is intensifying, with emerging Chinese brands successfully overtaking traditional Korean competitors.
• In Europe, Robotaxi services are advanced through broad local partnerships; Chinese technology vendors are the most aggressive in expanding deployments.

Table of Contents

1. Global Automotive Market Scale
2. ADAS & ADS (Autonomous Driving)
3. Automotive Electronics & Semiconductor
4. Electrification
5. Business Model and Service Market 

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