Tesla revealed its hand for its robotaxi at its October 2024 "We, Robot" event. Can the Cybercab reignite interest in Level 4 autonomy and do Tesla and the Cybecab have what it takes to succeed in this nascent market? Jeremie Bouchaud, director of our autonomy and semiconductor practice, presents our latest thinking on the issue.

The sentiment surrounding automotive technology at CES 2025 earlier this month was a mix of excitement and caution. Innovations in artificial intelligence (AI), electrification and vehicle autonomy stole the limelight, reimagining mobility and highlighting advancements in both user experience and operational efficiency. Scalable and modular AI, machine learning (ML) and extended reality (XR) applications are being increasingly harnessed to enrich the in-car experience, from content personalizati...

The ADAS Production Forecast Database offers comprehensive seven-year forward and historical forecast data categorized by technology, region, and unit volume. It delivers a detailed quantitative analysis for 45 ADAS and automated driving applications, focusing on vehicle production regions and encompassing global insights on camera, radar, and lidar sensor deployment.

Autonomous driving at SAE Levels 4 and 5 remains a major development objective for the automotive industry. This forecast includes new vehicle sales of all SAE J3016 Levels of Automation (from Level 0 through Level 5) from 2023 through 2036.

The latest analysis from S&P Global Mobility examines the current state of SAE Level 4 technology in mobility. While the deployment of this technology in private vehicles is not expected soon, there are significant advancements in technology, regulatory support, and consumer interest. Established companies that have been testing Level 4 capabilities for over five years are preparing to announce plans for commercialization. These companies may experience low initial profitability but will need to...

The Level 4 Transportation-as-a-Service Announcement Tracker offers a detailed summary of public announcements related to the testing and implementation of Level 4 autonomous vehicles for freight and goods transport. This comprehensive document includes critical information such as the deploying company's name, operational status, geographical deployment details, and the nature of use—testing or commercial. Covering regions like mainland China, Europe, and updates from North America and Asia, ...

Major automotive OEMs are navigating a complex landscape through varied strategies in product development, technology integration, and collaborative partnerships. This report delves into the methods OEMs use to differentiate their vehicles through branding, package offerings, and standard features. Additionally, it provides a comprehensive analysis of the key technologies driving vehicle autonomy, highlighting recent advancements and strategic initiatives that are shaping the future of the autom...

Perception sensors are the driving force behind advanced driver assistance systems (ADAS) and automated driving, sparking an intense innovation race within the automotive industry. This report delves into the competitive landscape of perception sensors, including cameras, radar, lidar, and other technologies from both established companies and emerging startups. It offers a detailed analysis of market dynamics, technology strengths, and opportunities, providing invaluable guidance for automotive...

The event was held at an exhibition area of 22,000 square meters, attracting more than 892,000 visitors (including 28,000 international attendees) and over 1,500 exhibiting companies that showcased 278 new energy models, among other exhibits.

This report examines the evolution of advanced driver assistance system (ADAS) technologies and their impact on the automotive industry, broken down into 11 vehicle domains for better understanding.

The Autonomy Regulation Tracker provides a comprehensive overview of national and international regulations governing advanced driver assistance systems (ADAS), automated driving, and autonomous vehicles. Covering key aspects such as issuing authority, effective dates, and impacted regions, it also includes decrees, laws, guidelines, and assessment protocols like the NCAP. Future versions will extend coverage to other crucial deployment regions.

Software-defined vehicles (SDVs) represent the industry's latest megatrend. They are an attempt to reset business models in both vehicle development and in realizing post-sale revenue gains. This reports serves as a cohesive overview of the subject and represents how SDVs should be defined, why they are happening now and what the enablers for SDVs are.

The latest outlook from S&P Global Mobility highlights  the indispensable role played by DMSs and in-cabin monitoring. The analysis navigates the synergy between DMS and automated driving, unveils the regulatory landscape shaping the industry and provides clarity on the advanced technologies fueling these systems. A focal point of the report is a detailed market analysis, providing key insights into supplier profiles, market trends and emerging technologies.

The ADAS Production Forecast Database provides seven-year forward and historical forecast data split by technology, region, and unit volume. This forecast provides a quantitative outlook for 45 ADAS and automated driving applications based on vehicle production region, as well as camera, radar, and lidar sensors on a global basis. This forecast has been revised on February 14, 2024 to include new attributes from model-level forecast data. New attributes include Autonomy Level (SAE), Autonomy ...

Autonomous driving at SAE Levels 4 and 5 remains a major development objective for the automotive industry. This forecast includes new vehicle sales of all SAE J3016 Levels of Automation (from Level 0 through Level 5) from 2022 through 2035. This forecast has been revised on February 14, 2024 to include new attributes from model-level forecast data. New attributes include Application Package Category and L5 All.

More than 135,000 visitors travelled to Las Vegas for CES 2024, including S&P Global Mobility analysts who have detailed all the key themes and showcases in this report.

The Level 4 Autonomous Vehicle Announcement Tracker offers a detailed overview of public announcements regarding Level 4 autonomous vehicle testing and deployment. It includes information such as the company's name, current operational status, deployment location, nature of deployment (testing or commercial), quantity of vehicles, operational design domain, and deployment year. Version 5 focuses on Greater China and Europe, with updates for North America and Asia, and includes H2 2023 updates. S...

The latest outlook from S&P Global Mobility highlights the slower progress and challenges faced by both the automotive and tech industries in developing self-driving vehicles in Levels 4 and 5, contrasting with the optimism of just five years ago. This report provides a deep dive into the world of robo-taxi technology, charting its evolution, market interplay and the growing ecosystem that supports it. The report will navigate through the complex landscape of autonomous driving, shedding light o...

Mobility services like Uber, Lyft, and Didi play an important role in personal transportation today, and the advent of autonomous driving holds the potential to revolutionize mobility-on-demand once again. As automakers, suppliers, and technology companies continue to develop, test, and deploy pilot programs, many headwinds remain for both autonomous vehicles and autonomous mobility. Technology is the core enabler, and the industry is gaining invaluable experience as the transition from ADAS to...

More than half a million visitors descended upon this year’s International Mobility Show (IAA). The event played host to more than 300 world premieres and innovations. Around 750 exhibitors travelled from 38 territories, with Greater China having a large presence at the event.

The Autonomy Regulation Tracker gives a comprehensive overview of the national and international regulations governing the testing and deployment of advanced driver assistance systems (ADAS), automated driving and autonomous vehicle systems. Apart from regulations, our scope extends to decrees, enacted laws, guidelines, and testing and assessment protocols, including the New Car Assessment Program (NCAP). The tracker includes information regarding regulations such as issuing authority, effect...

This report provides an in-depth analysis of the mainland Chinese lidar, camera, radar, autonomy domain controller and system-on-chip (SoC) suppliers that are crucial for the development of ADAS and autonomous driving technology. The report covers the emerging trends in lidar and radar technology, as well as the capabilities and product specifications of mainland Chinese suppliers. The report also analyzes the competitive landscape, market share and partnerships of mainland Chinese suppliers.

The Level 4 Autonomous Vehicle Announcement Tracker provides a comprehensive overview of public announcements of testing and implementation of Level 4 autonomous vehicles.

This year marked the 20th anniversary show for Auto Shanghai. It was held on April 18-27, 2023 at the National Exhibition and Convention Center Shanghai. More than 1,400 vehicles were showcased including 300 new models. The Show was also the platform for around 100 global vehicle debuts and attracted 906,000 visitors.

In October 2022, the US announced an expansion of its Foreign Direct Product Rules (FDPR). The policy instrument, first introduced in 1959, came to prominence in 2020 when the US administration used FDPR to disrupt chip supplies to Huawei Technologies. This report examines the ramifications of the FDPR as it applies to semiconductors and the automated driving technologies market.

OEMs adopt various strategies around product development, technology selection, and collaboration with other OEMs, tier-1 suppliers, and technology players. To gain a competitive advantage in the market, OEMs also offer branding and package options and standard features that improve the attractiveness of their vehicle and technology product offerings. This report examines the automotive ecosystem, detailing such strategies of major OEMs and the key partnerships within them. Its scope extends ...

The 2023 Auto Expo's components edition was held from 12-15 January and recorded participation of over 800 companies and 115,000 visitors, while the vehicle show was held from 13-18 January and was attended by 636,743 visitors. Among the major passenger car manufacturers in India, Maruti Suzuki, Hyundai, Kia, Tata Motors, Toyota, BYD, and MG Motor showcased new models and concepts.

The ADAS production forecast database provides seven-year forward and historical forecast data split by technology, region, and unit volume. This forecast provides a quantitative outlook for 21 ADAS and automated driving applications based on vehicle production region, as well as camera, radar, and lidar sensors on a global basis.

Autonomous driving at SAE Levels 4 and 5 remains a major development objective for the automotive industry. This forecast includes new vehicle sales of all SAE J3016 Levels of Automation (from Level 0 through Level 5) from 2021 through 2034.

CES 2023 was held in Las Vegas, Nevada, United States from January 5-8, in both in-person and digital formats. The Consumer Technology Association (CTA) reported that CES 2023 saw over 115,000 industry attendees, with over 3200+ companies (including 1,000 startups) exhibiting, making it the largest audited global technology event since early 2020.

The Level 4 Autonomous Vehicle Announcement Tracker gives a detailed overview of the public announcements of level 4 autonomous vehicle testing and deployment.

This report seeks to explore software and firmware over-the-air (OTA) update trends and their role as an enabler of higher levels of autonomy. This research encompasses various levels of automation and aims to provide in-depth insights into how the most technologically focused OEMs are participating in the evolution of automation and autonomy and the role of OTA updates in enabling such features. The report also includes an overview of five key OTA players and their main offerings as well as som...

The Autonomy Regulation Tracker gives a comprehensive overview of the national and international regulations governing the testing and deployment of ADAS, automated driving, and autonomous vehicle systems.

Technologies for sensing and perception are improving to further develop advanced driver assistance systems (ADAS) and autonomous driving. This report seeks to explore various technologies that are used to enhance the sensing data to expand the vehicle perception and its influence in achieving higher levels of autonomy. It includes a comprehensive analysis of the competitive landscape of major technologies based on the latest innovations. The automotive industry continues to adopt new technolog...

OEMs adopt various strategies around product development, technology selection, and collaboration with other OEMs, tier-1 suppliers, and technology players, as well as branding and packaging of options and standard features that improve the attractiveness of their vehicle and technology product offerings to gain a competitive advantage in the market. This report examines the automotive ecosystem, detailing such strategies of major OEMs and the key partnerships within it. Its scope extends fur...

As part of the 2022 New Year's Briefing, IHS Markit has compiled a presentation around analysis of its latest automotive semiconductor demand and capacity forecast.

CES 2022 was held in Las Vegas, Nevada, United States from January 5-7, with around 400,000 visitors, 744 exhibitors, and 936 speakers.

The ADAS Production Forecast Database provides seven-year forward and historical forecast data split by technology, region, and unit volume. This forecast provides a quantitative outlook for 21 ADAS and automated driving applications based on vehicle production region, as well as camera, radar, and lidar sensors on a global basis.

The IHS Markit Autonomy Forecasts are the model-level data upon which this forecast is based and includes new vehicle sales of all SAE J3016 Levels of Automation (from Level 0 through Level 5) from 2020 through 2033.

While Apple is yet to confirm or deny exploring vehicle development under the codename Project Titan, also referred as Chromium, a vast array of automotive stakeholders and commentators have been inquisitive of what may materialize from the so-called ‘Apple Car.’ Due to the secrecy around Apple’s car venture, a lot remains unknown or unconfirmed about the project from the manufacturing location(s), potential partners, and projected volume. This research note ...

IAA Mobility 2021 took place in Munich, Germany, from September 7-12.

Active safety and advanced driver assistance technologies continue to evolve largely driven by automotive regulations and changing consumer preferences towards a more convenient and safer driving experience. Safety assessment bodies such as Europe New Car Assessment Program (Euro NCAP) along with the other regional NCAPs are putting greater emphasis on the deployment of active safety technologies across all the passenger vehicle segments. These efforts are also bolstered by voluntary agreemen...

The Level 4 Autonomous Vehicle Announcement Tracker gives a detailed overview of the public announcements of level 4 autonomous vehicle testing and deployment.

According to the World Health Organization (WHO), an estimated 1.25 million people die each year from road crashes. Vehicular and pedestrian safety has become a key focus point for automotive OEMs and transport regulatory authorities. OEMs are supporting the “Road to Zero” project by offering standard and optional active safety and advanced driver-assistance system (ADAS) features in their vehicles. ADAS applications, such as adaptive cruise control (ACC), automatic emergency braking (AEB...

The Auto Shanghai 2021 was the 19th International Automobile Industry Exhibition and took place at the National Exhibition and Convention Center Shanghai in China from 19-28 April 2021.

To address the pervasive issue of road crashes and the risk of death or serious injuries to both drivers and passengers, regulatory authorities, independent safety bodies, and governmental organizations have been drafting regulations and guidelines. These guidelines are aimed toward improving the crashworthiness and crash avoidance capabilities of vehicles and reduce fatalities from road crashes. This report outlines and discusses the various vehicle safety regulations and guidelines influenc...

This edition report will provide a crucial update about the emerging market for mirror replacements in the automotive industry, looking at two distinct applications in the rear view and the side view. Each technology is assessed from the camera and the display perspectives, including separate market forecasts for both. This report serves not only to forecast these new market opportunities, but also as a viability assessment of these solutions, an in-depth review of the current regulato...

This forecast provides a quantitative outlook for 21 ADAS and automated driving applications based on vehicle production region, as well as camera, radar, and lidar sensors on a global basis.

This forecast includes new vehicle sales of all SAE J3016 Levels of Automation (from Level 0 through Level 5) from 2019 through 2032.

This report highlights high-level themes represented at the show and summarizes announcement details by company with key insights for how the technologies presented impact automotive and technology strategies and industries.

Automotive OEMs have been focusing on improving the safety of their vehicles to address the pervasive issue of traffic crashes, with greater focus on crash avoidance to build upon long-standing benefits in crashworthiness. This effort is further supported by government regulations, independent safety evaluations such as New Car Assessment Program (NCAP), and voluntary commitments by the automotive industry worldwide. To offer active safety and driver assistance features while maintaining a so...

The focus of the 2020 Beijing Motor Show were intelligent cars and alternative drive systems. All renowned automotive manufacturers and suppliers as well as numerous startups participated in the 2020 show. 

This report provides an in-depth insight into the emerging market for high-definition maps (HD maps, autonomous maps) in the automotive industry. This report covers technology reviews of different approaches to HD map creation and updating, a look at the status of global standardization, and a comprehensive analysis of the major players. Furthermore, the report also aims to provide an in-depth coverage of the HD mapping supply chain, highlighting the key suppliers and startups along with thei...

This report talks about the evolution of automotive electronics/electric architectures

This report delves into how the vehicle is transforming from a mechanical device to software-driven electronics and where should automotive R&D focus for technology development

This presentation shows the South American outlook for connected car configurations and features, and the evolution of related technologies.

This report deliberates on how the connected car market is expected to evolve post COVID and what are the opportunities in the 'new normal'

This report reviews the factors that influence the adoption of autonomy and ADAS features and the various strategies being pursued by OEMs

These presentations were given at the 2020 IHS Markit Spring Automotive Client Briefing - Europe (webinar) on  EV Charging Infrastructure and Connected Car.

This forecast includes new vehicle sales of all SAE J3016 Levels of Automation (from Level 0 through Level 5) from 2018 through 2031.

This report highlights high-level themes represented at the show and summarizes announcement details by company with key insights for how the technologies presented impact automotive and technology strategies and industries.

This presentation was given as part of the December 2019 AutoTechInsight webinar series by Phil Amsrud and Antonio Garzon.

The Los Angeles (LA) Auto Show is an annual car show held at the Los Angeles Convention Center in late November or early December.

The ADAS system shipments are used as input to estimate the units and revenue generated for each semiconductor category. Attach rates and ASPs are applied in a background model not included in this tracker. The 25 types of ADAS systems in the car are grouped in 7 sub-domains: Camera, Domain Controller, Driver Monitoring, Lidar, Park Assistance ECU, Radar and Robo-taxis retrofit systems. Vehicle production in 2019 will be less than that of 2018, and 2020 is forecast to be flat to 2019. Desp...

Sensing and perception technologies are getting more advanced to support the development of advanced driver assistance systems (ADAS) and autonomous driving technologies. Lidar stands for light detection and ranging and is based on laser beams for scanning a vehicle’s surrounding. Because of technical advantages over other sensing technologies, lidar sensors are experiencing increased adoption by automotive OEMs and autonomous driving companies. Research scope and methodology This r...

The theme of the 2019 Tokyo Motor Show was “Open Future” focusing on cutting edge futuristic technologies including future mobility, flying cars, next-generation personalized mobility, autonomous driving, connected vehicles, and new energy-based vehicles.

These presentations were given at the 2019 IHS Markit Fall Automotive Client Briefing in Detroit, Michigan.

The 2019 International Motor Show (IAA) took place at Frankfurt Am Main from 10–22 September 2019.

The 2019 New York International Auto Show (NYIAS) took place at Jacob Javits Convention Center in New York, the US from 19–28 April 2019.

The 2019 Geneva show was majorly focused around future trends for the automotive industry and conceptual technologies—electrification of vehicles and connected mobility, driverless vehicles, packages of digital services, and transportation services.

These presentations were given at the 2019 IHS Markit Automotive Spring Conference in Detroit, Michigan by Dr. Egil Juliussen, Jeremy Carlson, Brian Rhodes and Kyle Davis.

The 2019 North American International Auto Show (NAIAS) took place at Cobo Center in Detroit, Michigan, United States from 12-27 January 2019.

The annual CES continues to host the world’s automotive innovators to highlight the most cutting-edge technologies the industry can offer.

This presentation was given at the 2019 CES OESA Annual Briefing on Automotive Technology by Dr. Egil Juliussen, Jeremy Carlson, Colin Bird-Martinez, Brian Rhodes and Mark Boyadjis.

The Los Angeles (LA) Auto Show is an annual car show held at the Los Angeles Convention Center in late November or early December.

This report outlines and discusses the market for advanced driver assistance systems (ADAS). ADAS offer an aid to the driver aimed at making the driving activity either safer, more convenient, or both; ADAS increasingly do so via autonomous control that does not always require the driver to interact with the system or the vehicle. Please note that this report includes only systems installed or fitted when the vehicle is manufactured. These systems are often known as “factory-installed”, �...

Autonomous vehicles have received tremendous interest in the last five years—first from high-tech companies and then from the automotive industry. The research and development investments in autonomous vehicle technology have passed USD12 billion and are growing by multiple billions of dollars per year. Waymo, a self-driving car company that began as a part of Google, has spent an estimated more than USD2 billion from 2009 through 2017 on its autonomous driving effort. The race to develop the ...

The shared use of vehicles has been available for decades, but ubiquitous connectivity has carried these business models into the 21st century under the label of mobility services. Perceived in the past as expensive or inconvenient, smartphones and cloud platforms now enable flexible, alternative use of cars as a product and are establishing mobility as a service and transforming personal mobility and the automotive, transportation, and technology industries. This report will analyze the curr...

This report dives into the emerging market for mirror replacements in automotive, looking at two distinct applications in the rearview and side view. Each of these technologies are assessed from both the camera and display perspectives, including separate market forecasts for both. This report serves not only to forecast these new market opportunities, but also as a viability assessment to these solutions, an in-depth review of the current regulatory environment surrounding mirror repl...