The event commenced with a welcome address by Hyundai Mobis President Lee Gyu-suk, followed by presentations and discussions on various topics including 'The Necessity of Establishing a Korean Automotive Semiconductor Ecosystem', 'Strategies for Localizing Core Mobility Semiconductors', and 'Technical Direction for Building a Collaborative Framework'. "We are securing independent semiconductor design capabilities while pursuing joint development with fabless companies and design houses, and expanding cooper ...

ab Global Research 26 August 2025 China Automotive Semis APAC Focus: Localising the intelligent future— China's rise on AD semis is around the corner Jimmy Yu Analyst jimmy.yu@ubs.com +86-21-3866 8880 We think the rise of autonomous driving (AD) within Chinese OEMs (such as BYD) and the readiness for robotaxis may drive AD/ADAS SoC demand, a market worth US$7.3bn by 2029E (for major China OEMs), while overseas leaders remain dominant in mid/high-end AD SoC and other related semi products. Contrary to the ma ...