Automotive E/E and Semiconductor Data and Forecasts

The E/E and Semiconductor Service provides insight, context, data, and analytics for the key technologies affecting vehicle electronics and electrical architectures including semiconductor components. 

The electronics content of a car continues to grow with increasing levels of autonomy, connectivity, and electrification. As a result, Electric/Electronics architectures and semiconductors are rapidly evolving to manage upgradability for Software Defined Vehicles, increasing data rate, and extended battery range.  

Users quickly gain insights into market developments, place events and technology trends in context, dive into granular forecasts, and seamlessly drive analytics to support challenging decision making. 

Topics covered: 

• Future E/E architectures including central computers, domain and zone controllers 

• In-vehicle networking technologies like Ethernet, CAN, FlexRay 

• In-vehicle electrical architecture such as 48 V systems  

• ECU and semiconductor shipment, revenue and supplier penetration for the major vehicle systems including ADAS, Infotainment, Body, Powertrain, HEV-EV, Chassis & Safety  

• Semiconductor for E/E implementation: processing, control, memory and storage, sensing, networking and communication, and power management 

• Sensor chips including image, radar, inertial, current, magnetic and pressure 

• Model-level forecasts on E/E Architectures, Domain Controllers and SoCs, Zone Controllers.  

Planners and strategists use the E/E & Semiconductor Service to: 

• Assess and forecast new E/E and semiconductor technology growth 

• Analyze competition and understand OEM purchasing strategies 

• Evaluate customer technology adoption paths 

The E/E & Semiconductor Vehicle Service is part of a suite of vehicle content solutions accessed through AutoTechInsight, an S&P Global Mobility automotive strategy and planning solution delivering:  

• Sector News & Insights (covering all Vehicle Domains)  

• Reports (Vehicle Domain specific)  

• Supplier Profiles (Vehicle Domain specific)  

• CFA Relations  

• OEM-Supplier relationships  

• Analyst and survey-based researched databases  

• Delivered via Query Tool and five analytics via Analytics Tool (Vehicle Domain specific)  

• Access to analysts, a listing of autonomy-related events and monthly webinars  

• OEM-level and Model-level forecasts, technology fitment, and supplier relationships (optional add-ons) 

New Enhancements for Unrivalled Chip Demand Insights 

As vehicle electronics become more complex, so does the need for deeper visibility into semiconductor usage across systems, propulsion types, and vehicle segments. Recent enhancements to the E/E & Semiconductor Service address this with greater forecast depth and segmentation. 

• Expanded Forecast Granularity 
  System-level coverage has grown from 144 108 to over 2260 ECUs and modules, while semiconductor categories now exceed 400, including refined detail by memory density, SoC performance, and integrated sensors. 

• Refined Propulsion and Architecture Segmentation 
  Forecasts now distinguish between plug-in and non-plug-in hybrid vehicles, with improved visibility across propulsion types, vehicle segments, and E/E architectures to support chip content  modelling and consolidation tracking. 

• Improved Regional and Vehicle Segment Views 
  Updated segmentation reflects regional trends, and introduces clearer differentiation between premium and entry-level vehicles across key segments. 

Now Available: E/E & Semi Service – OEM & Tier 1 Supplier 

 
Gain a clear view of semiconductor demand across the automotive supply chain with our new quarterly-updated service—now available as an add-on to the E/E & Semiconductor Service. 

This solution provides forecasts segmented by 300+ global car brands and 300+ Tier 1 suppliers, with detailed breakdowns by region, propulsion type, vehicle segment, ECU type, and 400370+ chip categories. 

Explore new analytics dashboards to visualize chip usage by OEM and Tier 1 supplier—ideal for identifying demand trends, benchmarking, and supporting sourcing and planning decisions. 

All data is accessible via dashboards and a customizable query tool.