ASIA : Auto & Parts - Overall - Autonomous driving in motion

Autonomous driving is more than Advanced Driver Assistance Systems (ADAS). We expect a further rise in L1–L3 ADAS and intelligent cockpit penetration in the next 2-3 years. We think autonomous driving above L4 will completely transform the global auto market supply and demand dynamics. L1–L3 ADAS and intelligent cockpit penetration could further increase from 2021F, benefiting chip, sensor, ADAS and intelligent cockpit companies. We suggest investors follow key technology developments to look for new tier-1 companies from changing global auto market dynamics.

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