Overview of the 6th Automotive Semiconductor Ecosystem Conference 2026
On September 16, Shanghai hosted the 6th Automotive Semiconductor Ecosystem Conference 2026, organized by Gasgoo. The theme this year was “Chips Gathering Ecosystem, Intelligence Opening Future,” emphasizing key topics such as computing power reconstruction, the RISC-V open ecosystem, cabin-driving fusion, and supply chain security.
Keynote by Gu Xiaoying
Gu Xiaoying, Gasgoo’s Partner and Executive Vice President, delivered a keynote on the state and future of the automotive chip industry. She outlined the increasing complexity of vehicles with advancements in electric and autonomous driving technologies.
Key Insights
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Chip Demand Growth: The transition from traditional internal combustion engines to electric vehicles is driving an increase in chip counts. A Level 3 autonomous vehicle needs 200-300 more chips than a Level 1 vehicle, marking a 124% increase in value.
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Market Forecast: The global automotive chip market is expected to grow from $67.7 billion in 2024 to $96.9 billion by 2029 with a compound annual growth rate of 7.4%.
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Value Shift: The focus of the industry is shifting from increasing chip volume to enhancing the value of individual chips, with smart driving and advanced memory technologies driving growth.
Market Trends
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Microcontrollers (MCUs): By 2025, the top five vendors are expected to dominate 92% of the global market. Infineon’s share is expected to increase to 36%.
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Domestic Players: Chinese companies are expanding into high-performance areas like battery management systems and electric drives.
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Smart Driving Domain: According to Gasgoo’s data, Nvidia leads with 40% market share in smart driving domain controller installations. Other companies, including Huawei and NIO, are also making strides with their proprietary chips.
Future Trends
Gu highlighted three major trends shaping the future:
- Cross-Domain Integration: Transitioning from multiple chips per domain to multifunctional chips is becoming commonplace.
- RISC-V Development: Rapid advancements in RISC-V technology, driven by a need for unified standards and robust ecosystems.
- Chiplets: Emerging as a breakthrough in high-performance SoCs, although challenges like power consumption and verification remain.
Gu stressed that the successful evolution of RISC-V depends more on ecosystem development rather than solely on the open instruction set.
Conclusion
The Automotive Semiconductor Ecosystem Conference highlighted significant shifts in the automotive chip landscape, reflecting the industry’s adaptation to new technologies and the growing significance of integrated solutions.
