AutoTechInsight
E/E & Semiconductor Service dataset – December 2025
This dataset is now updated quarterly. It replaces following datasets of the EE & Semiconductor service:
- Automotive Semiconductor tracker (quarterly)
- Automotive Semiconductor Market shares (used to be semi-annual database)
- ECU forecast (used to be annual)
- ECU market shares (used to be annual)
- MEMS & Sensors (used to be annual)
The semiconductor forecast in this dataset has the same format as in the previous automotive semiconductor tracker. In order to access the new expanded forecast with additional breakdown of the semiconductor forecast by region, vehicle segment, propulsion, E/E Architecture etc. please use the query tool.
S&P Global Mobility forecasts a 6.6% rebound in the automotive semiconductor market in 2025, surpassing US$ 90 billion after a stagnant 2024. From 2024 to 2031, the market is expected to grow at an average annual rate of 7.4%, nearing US$ 140 billion, driven by advancements in Software-Defined Vehicles (SDV), autonomy, electrification, and cockpit applications but also by the inflation of memory prices.
Despite US tariffs, light vehicle production (LVP) has increased by 3% in 2025, though a 0.5% decline is expected in 2026 due to a downturn in several regions including China. As this stage we do not expect major disruption to the vehicle production due to chip shortage despite the Nexperia crisis and the constraints on DRAM.
The automotive semiconductor landscape is shaped by trends such as electrification, SDVs with advanced architectures, and rising consumer expectations for cockpit features. This leads to increased semiconductor content per vehicle, necessitating higher specifications for system-on-chip (SoC) and memory.
Key drivers for the 2025 market rebound included a modest recovery in vehicle production, accelerated deployment of Level 2+ autonomy in mainland China, and an increase in memory price.
After a period of inventory accumulation during the semiconductor shortage, the industry is now reducing excess inventory, expected to normalize by the end of 2026. The "Cross Domain" electronics segment is projected to drive significant revenue growth through 2031, with autonomy and powertrain electronics also showing strong growth, while body and chassis systems exhibit limited potential.
The current data is based on Light Vehicle Production from December 2025.
