Starting with the autonomy-level outlook, we compare regional adoption paths, highlighting EU L2+ growth (driven by regulation, NCAP pull-through and cost-down), the selective rollout of L3 in premium segments, and scenarios for L4 MaaS scaling in geo-fenced domains. We review EE Architecture evolution and the shift from “dumb” to “smart” front-view cameras (compute-in-sensor/edge perception) and resulting revenue pools across sensors, SoC and software. Finally, we assess how AV software, AI and SoC vendors are reshaping sourcing and nominations, alongside the expanding influence of Chinese sensor and SoC suppliers.

• Understand the status and evolution of autonomy levels, globally/by region, being aware of the different L2+, L3 and L4 MaaS trends
• Observe how the transition from smart to dumb front-view cameras and the EEA evolution are supporting progress toward higher automated-driving levels
• Analyze the outlook for sensors (camera, radar, lidar) and domain controllers
• Understand the revenue potential across hardware, SoC, and software
• Assess the expanding influence of Chinese suppliers and how AV software, AI, and SoC vendors are reshaping the ecosystem and nomination process