TrendForce Report: The Future of Autonomous Driving in Electric Passenger Cars
TrendForce’s latest findings indicate a promising future for autonomous driving in electric passenger cars. According to their research, nearly 90% of newly launched electric passenger car models in 2024 will feature SAE Level 2 autonomous systems. These systems will include automatic emergency braking, adaptive cruise control, and lane-keeping assist, marking a significant step towards safer and more efficient driving experiences.
While Level 3 autonomous systems remain less common due to technological barriers and regulatory challenges, companies like NVIDIA are leading the way in advancing autonomous technology. At CES 2025, NVIDIA introduced a “three-computer” approach to autonomous product development, emphasizing the importance of AI development platforms, simulation tools, and in-vehicle autonomous driving chips. Their Cosmos platform, with its World Foundation Model, is set to revolutionize the training of autonomous driving models through realistic simulation scenarios.
Regulatory changes are also on the horizon, with the EU, Japan, and China taking steps to implement regulations for Level 3 autonomous vehicles. China, in particular, is pushing for the adoption of autonomous technologies in passenger vehicles, with plans to enforce the Beijing Autonomous Driving Ordinance in 2025. This regulatory environment is paving the way for the commercial deployment of Level 4 Robotaxis and autonomous buses in multiple cities.
Companies like Baidu, WeRide, and Tesla are making significant strides in the autonomous driving space, with Tesla’s Cybercab program and China’s relaxed regulations driving innovation and operational milestones. As technological and regulatory challenges are addressed, the cost of Level 3 vehicles is expected to decrease, making them more accessible to consumers.
Looking ahead to 2030, TrendForce predicts a substantial growth in the number of Level 3 car models, with these vehicles accounting for 10% of newly launched electric passenger car models. With continued advancements in technology, regulatory frameworks, and cost efficiencies, the future of autonomous driving in electric passenger cars looks promising.
