AutoTechInsight
E/E & Semiconductor Service dataset – April 2026
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.
The automotive semiconductor market is experiencing a significant shift as OEMs and Tier-1 suppliers adapt to changing technologies and macroeconomic volatility. This analysis forecasts demand through 2031 by application and component type, highlighting structural changes in vehicle production and electronics.
After a stagnant 2024, the market grew by 5.9% in 2025, surpassing US$90 billion. From 2024 to 2031, it is expected to grow at an 8.9% CAGR, reaching US$150 billion, driven by growth in software-defined vehicles (SDVs), autonomous features, electrification, and cockpit electronics.
The short-term outlook has been slightly downgraded. The 2025 growth forecast was reduced from 6.7% to 5.9%, due to April 2025 market-share data and delayed DRAM price increases starting in 2026 instead of 2025. The 2026–2027 forecast was also trimmed, as delayed DRAM revenue gains were offset by a 1% reduction in Light Vehicle Production (LVP) forecasts, impacted by geopolitical disruptions related to Iran, higher fuel prices, and supply chain issues.
Conversely, the long-term outlook has improved. The 2031 market forecast increased from US$139 billion to US$150 billion, mainly due to stronger memory pricing for both DRAM but also NAND Flash.
A structural shift is underway. Demand for processing and memory in SDVs, digital cockpits, and autonomous driving, along with memory price inflation linked to data centers, is reshaping the market. In 2020, analog ICs were the largest category, while memory was the smallest. By 2029, memory is projected to become the largest segment.
Growth varies across categories: memory (over 25% annually), logic/SoCs (double-digit), discretes (high single-digit, especially for EV powertrains), and other segments like microcontrollers and analog (low single-digit), as markets mature.
This analysis is based on the April 2026 LVP dataset.
