Automotive semiconductor industry: the wind of change

The automotive industry faces new industrial and technological challenges while undergoing dramatic changes in its value chain.

“The value of semiconductors, at the chip level, in cars will grow from US$34.4 billion in 2020 to US$78.5 billion in 2026, a 14.75% CAGR.” asserts Eric Mounier, PhD, Director of Market Research at Yole Développement (Yole). He adds: “The largest growth will be in EVs due to the major shift to electrification.”

A car has today, on average, US$450 worth of semiconductors. In 2026, it will be US$700. Automotive developments are driven by technological developments for C.A.S.E. Yole’s analysts have estimated the C.A.S.E. related electronics modules market evolution to be:

  • Connectivity: from almost US$33 billion in 2020 to almost US$55 billion in 2026, with 14.55% CAGR2020-2026
  • ADAS will reach more than US$60 billion in 2026 with 6.50% CAGR2020-2026
  • Sharing will reach about US$3 billion in 2026 with 10.39% CAGR2020-2026
  • Electrification will reach US$28,804 million in 2026, with 53.45% CAGR2020-2026
  • In 2035, C.A.S.E. will be a US$318 billion market.

In this context, the market research and strategy consulting company investigates disruptive semiconductor technologies for the automotive sector in depth. Its aim is to point out the latest innovations and underline the business opportunities. These investigations have been developed with Yole’s partner, System Plus Consulting. According to Wilfried Théron, Electronic System, Department Director & Quality Manager at System Plus Consulting: System Plus Consulting’s Teardowns uncover innovative design features and new semiconductor components to guide enterprises toward more streamlined solutions in future designs”. They provide clients unmatched intelligence into 4 automotive tracks (ADAS, Electrification, Infotainment and Telematics). 

In addition, Yole releases today, the Automotive Semiconductor Trends 2021 report to provide an in-depth understanding of the changing automotive industry ecosystem and supply chain players. Including market trends and forecasts, take away and outlook, this study proposes key technical insights and analyses about future technology trends and challenges.

What are the economic and technological challenges of the automotive industry? What are the factors affecting the durability of the car industry? What are the key market drivers? Who are the companies to watch, and what innovative technologies are they working on? What are the recent investments and collaborations?

Today, Yole’s analysts present their vision of the automotive semiconductor trends.

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