Extracted from :
- Automotive Semiconductor Trends 2021 report, Yole Développement, 2021
- Automotive Teardown Track, System Plus Consulting, 2021
- 5G’s Impact on RF Front-End and Connectivity for Cellphones 2020, Yole Développement, 2020
“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 atYole 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% CAGR(2020-2026)
- ADAS will reach more than US$60 billion in 2026 with 6.50% CAGR(2020-2026)
- Sharing will reach about US$3 billion in 2026 with 10.39% CAGR(2020-2026)
- Electrification will reach US$28,804 million in 2026, with 53.45% CAGR(2020-2026)
- 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 ConsultingSystem 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 into4 automotive tracks (ADAS, Electrification, Infotainment and Telematics).
In addition, Yole releases today, the Automotive Semiconductor Trends 2021 reportAutomotive 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.
As analyzed by Yole’s team in the new In, the Automotive Semiconductor Trends 2021 report, wafer shipments will grow from 20 million to more than 45 million, with 8’’ being the most used wafer size. The 20nm node and below will be driven by ADAS and infotainment applications.
For Eric Mounier: “Today, most of the wafer production for automotive is for 130/180 nm and more, and leading-edge technology is very scarce. But 40nm and 28nm are used for the Mobileye EyeQ3 and EyeQ4 for ADAS and autonomy. Memory for infotainment and ADAS use 10-14 nm. In the future, 7nm could be used for ADAS. The current chip shortage mainly affects nodes in the 40-180nm range”.
All year long, Yole Développement (Yole) and System Plus Consultingpublish an impressive collection of reports and monitors.
Experts realize various key presentations, organize key conferences and interview leading industrial companies.
- EETIMES – Under the Hood: the Innovation-Rich Golf 8
- EETIMES – Under the Hood: the ID.3 and VW’s electrification platform
Acronyms :
C.A.S.E.: Connectivity, ADAS, Sharing, Electrification
CAGR: Compound Annual Growth Rate
OEM: Original Equipment Manufacturer
ADAS: Advanced Driver Assistance Systems
LiDAR: Light Detection and Ranging
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