The annual "360°MOBILITY Mega Shows," a major gathering for the auto parts and mobility industry, opens on the 14th, drawing heightened attention to the growing role of Taiwan's suppliers in next-generation automotive technology. As software-defined vehicles (SDVs) emerge as a central industry direction, the share of automotive semiconductors and software in vehicle development is rising rapidly, according to a DIGITIMES Research report.
Qualcomm said it was expanding its partnership with Bosch in automotive electronics, broadening a collaboration that had previously focused on in-vehicle cockpit systems to now include advanced driver-assistance systems (ADAS).
China's auto market entered the year with a sharp jolt. In the first quarter, the long-dominant new energy vehicle (NEV) segment saw its market share slip to 45.1%, down from 47.7% in 2025, while sales of battery electric vehicles (BEVs) also contracted. The shift suggests that as Beijing scales back subsidies and tightens oversight to curb dumping, the market is reverting to more disciplined commercial dynamics.
As companies like Mercedes-Benz, Volkswagen, and Waymo begin rolling out autonomous vehicles across Europe and the US, the bottleneck facing robotaxis has shifted. No longer defined primarily by technological breakthroughs, the industry is now constrained by regulatory approval and the ability to operate reliably in complex, real-world conditions.
The choice of sensing architecture and the efficiency of data iteration have emerged as decisive factors in the competitiveness of advanced driver-assistance systems (ADAS) and higher-level autonomous driving. Increasingly, they shape not only technological leadership but also brand perception and sales performance.
