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Sector Analysis
Sector Innovation Report : Autonomous Driving Systems Q1 2026
The global component volume of AV computer system hardware was recorded at 22.3 million units in 2025 and is expected to post a CAGR of 0.7% over the forecast period. The market is expected to reach 23.0 million units in 2030.
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Thematic Analysis
Autonomous Vehicles: FutureTech Series
Innovations in autonomous driving are accelerating the transition from experimental systems to scalable, real-world deployment. GlobalData’s latest FutureTech Series: Autonomous Vehicles report delivers a comprehensive analysis of five high and medium-impact technologies reshaping the autonomous vehicle landscape. The report highlights autonomous vehicle path planning, autonomous vehicle simulation testing, multi-sensor collision avoidance, visual-inertial odometry, and brake-by-wire systems, each addressing critical challenges across safety, localization, validation, and vehicle control. Using GlobalData’s proprietary Tech Foresights methodology, the report examines innovation drivers, challenges, patent...
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Thematic Analysis
Autonomous Vehicles: Strategic Intelligence
Global robotaxi rollout is accelerating but remains highly city-specific in the near term, concentrated in regulator-friendly markets in China, parts of the US, and select Gulf states, with most services operating in geofenced zones and under speed constraints while companies focus on data collection and software maturation. Over the medium term, continued safety performance is pivotal: if major incidents are avoided, regulators are likely to broaden operating domains and permit larger fleets, driving down cost per mile and potentially making...
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Thematic Analysis
Automotive Predictions - Strategic Intelligence
In this report, we identify the top 10 themes that will impact the automotive industry in 2025. For each theme, we offer a series of predictions, identify winners and losers, and point you to further reading. We classify these 10 themes into three categories: industry themes, macroeconomic themes, and technology themes. We rank them in order of importance, with electric vehicles (EVs), macroeconomics, and tariffs as the highest priority themes for the automotive industry in 2025. Our top 10 themes...
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Company Insights
Tesla vs BYD - Competitor Series
Tesla and BYD are shaping the future of sustainable mobility and energy technology with distinct strategies. GlobalData's Competitor Series report "Tesla vs. BYD" explores their corporate profiles, financial performance, ICT budgets, global strategies, and value propositions. While Tesla leads with AI-driven autonomy and solar-integrated technologies, BYD stands out in battery innovation, energy management, and regional partnerships. The report examines their target markets, management priorities, ESG strategies, and high-impact innovations like wireless charging, V2G power management, and solar-panel roofing. It also...
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Thematic Analysis
Autonomous Vehicles in Insurance - Thematic Intelligence
Autonomous Vehicles in Insurance Report Overview The emergence of Level 4 and 5 autonomous vehicles will alter how liability is determined in the motor insurance sector. Countries are updating traffic regulations to consider how self-driving vehicles should be legislated once driver fault is no longer a cause of incidents. Before Level 4 autonomous vehicles become mainstream, vehicles will be increasingly fitted with advanced driver assistance systems (ADAS) such as autonomous emergency braking (AEB) and automated lane-keeping systems (ALKS). Many insurers...
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