<p>➀ The automotive semiconductor market is projected to grow from $68 billion in 2024 to $132 billion by 2030 (10% CAGR), five times faster than the auto market's 2% growth rate;</p><p>➁ Infineon, NXP, and ST lead the market, while Chinese firms, backed by national policies, advance in ADAS and power SiC. OEMs like Tesla, BYD, and Nio are vertically integrating, disrupting traditional supply chains;</p><p>➂ TSMC and Samsung control sub-16nm node production, with capacity fully booked through 2027. Challenges include geopolitical risks, AI compute demands, and centralized vehicle architecture shifts.</p>