EV用半導体市場規模、シェア、動向、2032年までの世界予測

EV Semiconductors Market - Global Forecast To 2032

EV Semiconductors Market by Technology (Silicon-based, Wide-Bandgap), Propulsion, Application (Battery Management System, Powertrain, ADAS, and more), Component (Power ICs & Modules, MCUs & Processors, Sensors, and more), and Region - Global Forecast to 2032

商品番号 : SMB-90451

出版社MarketsandMarkets
出版年月2025年11月
ページ数284
図表数303
価格タイプシングルユーザライセンス
価格USD 4,950
種別英文調査報告書

EV用半導体市場 – テクノロジー(シリコンベース、ワイドバンドギャップ)、推進力、用途(バッテリー管理システム、パワートレイン、ADASなど)、コンポーネント(電源ICとモジュール、MCUとプロセッサ、センサーなど)、および地域別 – 2032年までの世界予測

EV用半導体市場は、2025年の240億9,000万米ドルから年平均成長率9.1%で成長し、2032年には574億8,000万米ドルに達すると予測されています。

市場の成長は、乗用車1台あたりの半導体搭載量の増加と、完全電動プラットフォームへの移行によって推進されています。EVは、安全機能と自動化機能のためにより多くのセンサーとコンピューティングを使用するため、ADASには、ICE車両よりも高い普及率で高性能MCU、レーダー、ビジョンチップが必要です。急速充電、サイクル寿命の延長、正確なセルモニタリングには、高精度アナログフロントエンド、パワーデバイス、機能安全プロセッサが必要なため、バッテリーエレクトロニクスはますます高度化しています。SiC、GaN、ハイブリッドSiC GaNインバータ、高度なパッケージングなどのワイドバンドギャップ技術は、効率を向上させ、発熱を低減し、コンパクトな高出力設計を可能にします。米国CHIPS法やEUチップ法などの政府の取り組みは、テキサス・インスツルメンツ、インフィニオン、STマイクロエレクトロニクスによる現地工場の拡張を促進しています。ソフトウェア定義の車両プラットフォームにより、メモリと処理能力の需要が増加し、OEM サプライヤーとの緊密な連携によりイノベーションが加速します。プレミアム BEV の 800V アーキテクチャにより、充電速度の高速化と走行距離の延長を実現する高度なパワー半導体の採用が促進されています。Audi A6 や Mercedes-Benz C クラスなどのモデルの 48V システムは、完全な高電圧 EV 設計に移行することなく、高い電気負荷に対応できる効率的なパワーデバイスの需要を維持しています。

本レポートは、EV用半導体市場を、技術(シリコンベース半導体、ワイドバンドギャップ半導体)、推進力(バッテリー電気自動車(BEV)およびプラグインハイブリッド電気自動車(PHEV)、アプリケーション(バッテリー管理システム、パワートレインシステム、ADAS、ボディ&シャーシ、インフォテインメント&コネクティビティ)、コンポーネントタイプ(パワーIC&モジュール、マイクロコントローラ&プロセッサ、ディスクリート、通信&インターフェースIC、センサーIC、ゲートドライバIC、メモリ&ストレージIC、その他の半導体)、および地域の観点から分析しています。また、EV用半導体市場における主要プレーヤーの競合状況と企業プロフィールも網羅しています。本調査には、主要市場プレーヤー、企業プロフィール、製品および事業内容に関する主要な考察、最近の動向、主要な市場戦略に関する詳細な競合分析が含まれています。

レポートを購入する主なメリット:

  • 本レポートは、EV半導体市場とそのサブセグメントの収益数値の近似値に関する情報を提供し、市場リーダーや新規参入企業に役立ちます。
  • 本レポートは、関係者が競争環境を理解し、ビジネスの位置付けを改善し、適切な市場開拓戦略を策定するための洞察を深めるのに役立ちます。
  • 本レポートは、ステークホルダーが市場の動向を把握し、主要な市場牽引要因、制約要因、課題、そして機会に関する情報を提供する上で役立ちます。
  • 本レポートは、ステークホルダーがEV用半導体市場の現状および将来の価格動向を理解する上でも役立ちます。
  • このレポートは、テクノロジー、推進力、アプリケーション、コンポーネントの種類、地域に基づいたさまざまな市場動向に関する情報を提供し、市場リーダー/新規参入企業にも役立ちます。

このレポートでは、以下の点について詳しく説明します。

  • 主な推進要因(EV の普及拡大、EV 1 台あたりの半導体含有量の高さ、チップ設計と統合における技術的進歩)、制約要因(長い認定サイクルと厳格な自動車信頼性基準、先端材料の高コスト、地政学的、貿易的、輸出管理上のリスク、断片化された基準と相互運用性の課題)、機会(ワイドバンドギャップ材料の成長、新興市場での拡大、Tier 1 および OEM とのパートナーシップ/共同開発)、課題(激しい競争とマージン圧力、サイバーセキュリティ、安全性、責任に関する懸念)の分析。
  • 製品開発/イノベーション:EV半導体市場における今後の技術、研究開発活動、製品投入に関する詳細な洞察
  • 市場開発:様々な地域における収益性の高い市場に関する包括的な情報
  • 市場多様化:EV半導体市場における新製品・サービス、未開拓地域、最近の動向、投資に関する包括的な情報
  • 競合評価:EV半導体市場における、インフィニオンテクノロジーズAG(ドイツ)、STマイクロエレクトロニクス(スイス)、NXPセミコンダクターズ(オランダ)、テキサスインスツルメンツインコーポレーテッド(米国)、ルネサスエレクトロニクス株式会社(日本)などの主要企業の市場シェア、成長戦略、サービス提供の詳細な評価

Report Description

The EV semiconductors market is projected to reach USD 57.48 billion in 2032, growing from USD 24.09 billion in 2025, at a CAGR of 9.1%. The market’s growth is driven by increasing semiconductor content per passenger car and the shift to fully electric platforms. EVs use more sensors and computing for safety and automation features, so ADAS requires high-performance MCUs, radar, and vision chips at higher penetration than ICE vehicles. Battery electronics are becoming more advanced because fast charging, longer cycle life, and precise cell monitoring need high-accuracy analog front ends, power devices, and functional safety processors. Wide-bandgap technologies, including SiC and GaN, hybrid SiC GaN inverters, and advanced packaging, improve efficiency, lower heat, and enable compact high-power designs. Government initiatives, such as the US CHIPS Act and the EU Chips Act, drive local fab expansion by Texas Instruments, Infineon, and STMicroelectronics. Software-defined vehicle platforms increase the demand for memory and processing, and tighter OEM supplier collaboration accelerates innovation. 800V architectures in premium BEVs are pushing the adoption of advanced power semiconductors for faster charging and a longer range. 48V systems in models like Audi A6 and Mercedes-Benz C Class sustain demand for efficient power devices to support high electrical load without moving to full high voltage EV designs.

EV用半導体市場規模、シェア、動向、2032年までの世界予測
EV Semiconductors Market – Global Forecast To 2032

“Battery management system applications are expected to witness notable demand in the EV semiconductors market during the forecast period.”

Battery management system applications are set to witness substantial growth in the EV semiconductors market. Modern BMS hardware must deliver precise measurement, fast data processing, and efficient thermal control inside large battery packs. Advanced microcontrollers, power management ICs, sensors, and communication modules are required to achieve cell voltage, temperature, charge state, and health accuracy.

In April 2025, STMicroelectronics announced its Stellar with xMemory MCUs that support software-driven battery control and flexible cell balancing architectures. Similarly, in March 2025, Renesas launched the RBMS F platform, which combines fuel gauge ICs, microcontrollers, and analog front ends in one design that improves safety through faster fault detection and optimizes charging and discharging. Likewise, in June 2025, NXP Semiconductors completed its acquisition of TTTech Auto to enhance real-time functional safety computing for high-energy battery systems. Packaging improvements and shifting toward high-power-density batteries also increase the use of SiC and GaN-based components inside BMS modules because they reduce heat and improve efficiency. These developments make BMS one of North America and China’s strongest semiconductor demand drivers across EV production hubs.

EV用半導体市場規模、シェア、動向、2032年までの世界予測 - by technology
EV Semiconductors Market – Global Forecast To 2032 – by technology

“By component type, the power ICs & modules segment is projected to register strong growth in the EV semiconductors market during the forecast period.”

Power ICs & modules, including MOSFETs, IGBTs, and wide-bandgap devices such as SiC and GaN, are critical for inverters, onboard chargers, and DC-DC converters and directly impact vehicle efficiency, range, and thermal performance. Porsche Taycan and Ford Mustang Mach-E employ SiC-based inverters to enhance energy efficiency and enable faster charging. Reflecting the industry’s focus on scaling these next-generation power devices, Infineon and ROHM’s March 2025 memorandum of understanding to collaborate on SiC power packages highlights industry efforts to scale next-generation power devices. Similarly, STMicroelectronics’ investment in September 2025 in panel-level packaging further improves the efficiency and reliability of power semiconductors for automotive applications.

The accelerated adoption of 800V platforms in high-performance BEVs and ongoing global EV production are increasing the demand for high-efficiency power devices. Investments in hybrid SiC-GaN solutions and advanced thermal management packaging are helping OEMs achieve high power density, low losses, and improved overall system reliability, positioning the power semiconductor segment as a significant growth driver in the EV semiconductors market.

EV用半導体市場規模、シェア、動向、2032年までの世界予測 - 地域
EV Semiconductors Market – Global Forecast To 2032 – region

“Europe is projected to witness significant growth in the EV semiconductors market during the forecast period.”

Europe is projected to experience significant growth in the EV semiconductors market, driven by the increasing passenger car electrification and strong regional automotive manufacturing. Leading OEMs such as Volkswagen, BMW, and Stellantis are expanding BEV lineups and investing in software-defined vehicle platforms, increasing demand for high-performance MCUs, power electronics, and radar/ADAS chips. At the same time, key Chinese OEMs are establishing European manufacturing presence. For instance, in March 2025, BYD announced plans for a new plant in Hungary to serve the European market. The EU Chips Act is a primary catalyst, aiming to double Europe’s global semiconductor market share to 20% by 2030 through over USD 46.5 billion in public and private investment, fostering self-sufficiency and supply chain resilience for critical components like automotive chips.

Key investments in the region include Infineon’s investment of USD 4.9 billion for expansion in Dresden, STMicroelectronics’ SiC fab project worth USD 5.5 billion in Catania, and joint ventures (USD 8.2 billion FD-SOI fab by ST and GlobalFoundries near Grenoble, France). European suppliers, including Infineon Technologies AG and STMicroelectronics, are scaling SiC and GaN production to meet demand for high-efficiency inverters and onboard chargers. Combined with government support for electrification, EV mandates, and incentives for energy-efficient vehicle electronics, these developments position Europe as a key growth region for the EV semiconductors market.

In-depth interviews were conducted with CEOs, marketing directors, other innovation and technology directors, and executives from various key organizations operating in this market.

  • By Company Type: Tier I – 41%, Tier II – 36%, and Tier III – 23%
  • By Designation: Directors – 32%, Managers – 47%, and Others – 21%
  • By Region: Asia Pacific – 27%, North America – 42%, and Europe – 31%

The EV semiconductors market is dominated by major players, including Infineon Technologies AG (Germany), STMicroelectronics (Switzerland), NXP Semiconductors (Netherlands), Texas Instruments Incorporated (US), Renesas Electronics Corporation (Japan), and more. These companies are expanding their portfolios to strengthen their market position.

EV用半導体市場規模、シェア、動向、2032年までの世界予測 - commercial use cases across industries
EV Semiconductors Market – commercial use cases across industries

Research Coverage:

The report covers the EV semiconductors market in terms of Technology (Silicon-based Semiconductor, Wide-Bandgap Semiconductor), Propulsion [Battery Electric Vehicle (BEV) and Plug-In Hybrid Electric Vehicle (PHEV)], Application (Battery Management System, Powertrain System, ADAS, Body & Chassis, and Infotainment & Connectivity), Component Type (Power ICs & Modules, Microcontrollers & Processors, Discretes, Communication & Interface ICs, Sensor ICs, Gate Driver ICs, Memory & Storage ICs, Other Semiconductors), and Region. It covers the competitive landscape and company profiles of significant players in the EV semiconductors market. The study includes an in-depth competitive analysis of the key market players, their company profiles, key observations related to product and business offerings, recent developments, and key market strategies.

Key Benefits of Buying the Report:

  • The report will help market leaders/new entrants with information on the closest approximations of revenue numbers for the EV semiconductors market and its subsegments.
  • This report will help stakeholders understand the competitive landscape and gain more insights to position their businesses better and plan suitable go-to-market strategies.
  • The report will also help stakeholders understand the market pulse and provides information on key market drivers, restraints, challenges, and opportunities.
  • The report will also help stakeholders understand the EV semiconductors market’s current and future pricing trends.
  • The report will also help market leaders/new entrants with information on various market trends based on technology, propulsion, application, component type, and Region.

The report provides insight into the following pointers:

  • Analysis of key drivers (Rising EV adoption, high semiconductor content per EV, technological advancements in chip design and integration), restraints (Long qualification cycles and strict automotive reliability standards; high cost of advanced materials; and geopolitical, trade, and export control risks; fragmented standards and interoperability challenges), opportunities (Growth in wide-bandgap materials, expansion in emerging markets, tier-1 and OEM partnerships/co-development), and challenges (Intense competition and margin pressure; cybersecurity, safety, and liability concerns).
  • Product Development/Innovation: Detailed insights into upcoming technologies, research & development activities, and product launches in the EV semiconductors market
  • Market Development: Comprehensive information about lucrative markets across varied regions
  • Market Diversification: Exhaustive information about new products and services, untapped geographies, recent developments, and investments in the EV semiconductors market
  • Competitive Assessment: In-depth assessment of market share, growth strategies, and service offerings of leading players like Infineon Technologies AG (Germany), STMicroelectronics (Switzerland), NXP Semiconductors (Netherlands), Texas Instruments Incorporated (US), and Renesas Electronics Corporation (Japan), among others, in the EV semiconductors market

Table of Contents

1               INTRODUCTION              24

1.1           STUDY OBJECTIVES       24

1.2           MARKET DEFINITION   25

1.3           STUDY SCOPE   27

1.3.1        MARKETS COVERED AND REGIONAL SCOPE      27

1.3.2        INCLUSIONS AND EXCLUSIONS 27

1.3.3        YEARS CONSIDERED      28

1.4           CURRENCY CONSIDERED            28

1.5           STAKEHOLDERS               29

2               EXECUTIVE SUMMARY  30

2.1           KEY INSIGHTS AND MARKET HIGHLIGHTS          30

2.2           KEY MARKET PARTICIPANTS: SHARE INSIGHTS AND STRATEGIC DEVELOPMENTS    31

2.3           DISRUPTIVE TRENDS SHAPING MARKET               32

2.4           HIGH-GROWTH SEGMENTS AND EMERGING FRONTIERS         33

2.5           SNAPSHOT: GLOBAL MARKET SIZE, GROWTH RATE, AND FORECAST                34

3               PREMIUM INSIGHTS       35

3.1           ATTRACTIVE OPPORTUNITIES FOR PLAYERS IN EV SEMICONDUCTORS MARKET     35

3.2           EV SEMICONDUCTORS MARKET, BY TECHNOLOGY                 35

3.3           EV SEMICONDUCTORS MARKET, BY PROPULSION                 36

3.4           EV SEMICONDUCTORS MARKET, BY APPLICATION                 36

3.5           EV SEMICONDUCTORS MARKET, BY COMPONENT                 37

3.6           EV SEMICONDUCTORS MARKET, BY REGION     37

4               MARKET OVERVIEW       38

4.1           INTRODUCTION              38

4.2           MARKET DYNAMICS       38

4.2.1        DRIVERS               39

4.2.1.1    Increased semiconductor content in EVs         39

4.2.1.2    Innovations in chip design and integration      39

4.2.1.3    Heightened EV adoption     40

4.2.1.4    Rapid evolution of EV architectures  41

4.2.2        RESTRAINTS      42

4.2.2.1    Long qualification cycles and strict automotive reliability standards                42

4.2.2.2    High cost of advanced materials         42

4.2.2.3    Fragmented standards and limited interoperability        43

4.2.3        OPPORTUNITIES              44

4.2.3.1    Extensive use of wide-bandgap materials         44

4.2.3.2    Expansion into emerging markets     44

4.2.3.3    Collaborations between Tier 1s and OEMs     45

4.2.3.4    Emerging applications of EV semiconductors 46

4.2.4        CHALLENGES    47

4.2.4.1    Stiff competition and margin pressure              47

4.2.4.2    Cybersecurity, safety, and liability concerns    47

4.2.4.3    Geopolitical, trade, and export control risks    49

4.3           UNMET NEEDS AND WHITE SPACES       50

4.3.1        POWER ELECTRONICS FOR 800V SYSTEMS           51

4.3.2        EV ARCHITECTURE AND COMPUTING  51

4.4           INTERCONNECTED MARKETS AND CROSS-SECTOR OPPORTUNITIES              52

4.5           STRATEGIC MOVES BY TIER-1/2/3 PLAYERS        52

5               INDUSTRY TRENDS         54

5.1           MACROECONOMIC INDICATORS              54

5.1.1        INTRODUCTION              54

5.1.2        GDP TRENDS AND FORECAST   54

5.1.3        TRENDS IN GLOBAL EV INDUSTRY          55

5.1.4        TRENDS IN GLOBAL AUTOMOTIVE AND TRANSPORTATION INDUSTRY  55

5.2           ECOSYSTEM ANALYSIS  56

5.2.1        RAW MATERIAL SUPPLIERS         57

5.2.2        CHIP DESIGN COMPANIES           57

5.2.3        FOUNDRIES       57

5.2.4        OSAT PROVIDERS            57

5.2.5        COMPONENT MANUFACTURERS              57

5.2.6        TIER-1 SUPPLIERS            57

5.2.7        OEMS    57

5.3           SUPPLY CHAIN ANALYSIS             58

5.4           PRICING ANALYSIS          60

5.4.1        AVERAGE SELLING PRICE OF EV SEMICONDUCTORS OFFERED BY KEY PLAYERS          60

5.4.2        AVERAGE SELLING PRICE TREND, BY TECHNOLOGY                 60

5.4.3        AVERAGE SELLING PRICE TREND, BY REGION   61

5.5           TRENDS/DISRUPTIONS IMPACTING CUSTOMER BUSINESS            61

5.6           INVESTMENT AND FUNDING SCENARIO               62

5.7           FUNDING, BY USE CASE                63

5.8           KEY CONFERENCES AND EVENTS             63

5.9           TRADE ANALYSIS             64

5.9.1        IMPORT SCENARIO (HS CODE 8541)        64

5.9.2        EXPORT SCENARIO (HS CODE 8541)        65

5.9.3        TRADE RESTRICTIONS  66

5.9.4        US-CHINA EXPORT BANS              67

5.9.5        EU SUBSIDY RACE            67

5.9.6        IMPACT OF LOCALIZATION POLICIES ON SOURCING                 67

5.9.7        CXO PRIORITIES               68

5.10         CASE STUDY ANALYSIS 69

5.10.1      ELECTROTHERMAL SIMULATION FOR AEC COMPLIANCE IN AUTOMOTIVE SMART FET DRIVERS    69

5.10.2      SMART DATA CONTROL ROOM INTEGRATION FOR SEMICONDUCTOR MANUFACTURING OPTIMIZATION  69

5.10.3      LEGACY SEMICONDUCTOR FAB MODERNIZATION THROUGH ADVANCED AUTOMATION PLATFORM          70

5.10.4      RAPID EV MOTOR CONTROL UNIT DEVELOPMENT THROUGH SEMICONDUCTOR SENSOR INTEGRATION  70

5.10.5      POWER ELECTRONICS AND COMPOUND SEMICONDUCTORS ACCELERATE EV INNOVATION        71

5.10.6      BYD ADVANCES EV SEMICONDUCTOR INNOVATION WITH 1500V SIC CHIPS FOR 1000V SUPER E-PLATFORM  71

5.10.7      WIDE-BANDGAP SEMICONDUCTORS ENABLING 800V POWERTRAIN    72

5.11         2025 US TARIFF 72

5.11.1      INTRODUCTION              72

5.11.2      KEY TARIFF RATES          72

5.11.3      PRICE IMPACT ANALYSIS             73

5.11.4      IMPACT ON COUNTRIES/REGIONS         74

5.11.5      IMPACT ON AUTOMOTIVE INDUSTRY   74

6               TECHNOLOGICAL ADVANCEMENTS, AI-DRIVEN IMPACT, PATENTS, INNOVATIONS, AND FUTURE APPLICATIONS 75

6.1           KEY TECHNOLOGIES     75

6.1.1        SIC MOSFETS AND JFETS              75

6.1.2        800V TRACTION INVERTERS       75

6.1.3        GAN HEMTS       76

6.1.4        COMPACT ONBOARD CHARGERS AND DC-DC CONVERTERS    76

6.1.5        HYBRID SIC-GAN MODULES       77

6.2           COMPLEMENTARY TECHNOLOGIES       77

6.2.1        ADVANCED PACKAGING AND INTEGRATION    77

6.2.2        NEXT-GENERATION SENSOR SEMICONDUCTORS                 78

6.2.3        POWER AND CONTROL ICS         79

6.2.4        HIGH-VOLTAGE INTERCONNECTS          79

6.3           ADJACENT TECHNOLOGIES       80

6.3.1        AI AND EDGE PROCESSING CHIPS            80

6.3.2        V2X AND CONNECTIVITY SEMICONDUCTORS   80

6.4           TECHNOLOGY ROADMAP            81

6.5           PATENT ANALYSIS          82

6.6           FUTURE APPLICATIONS               84

6.7           IMPACT OF AI/GEN AI   85

6.7.1        TOP USE CASES AND MARKET POTENTIAL          86

6.7.2        BEST PRACTICES              86

6.7.3        CASE STUDIES  87

6.7.4        ADJACENT ECOSYSTEM AND IMPACT ON MARKET PLAYERS              87

6.7.5        CLIENTS’ READINESS TO ADOPT AI/GEN AI        87

6.8           SUCCESS STORIES AND REAL-WORLD APPLICATIONS                 87

6.8.1        INFINEON TECHNOLOGIES AG: AI-ENHANCED POWER MODULE OPTIMIZATION            87

6.8.2        TEXAS INSTRUMENTS INCORPORATED: PREDICTIVE SEMICONDUCTOR MANUFACTURING   88

6.8.3        STMICROELECTRONICS: AI-ASSISTED DESIGN AND VERIFICATION  88

6.8.4        TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY: AI-DRIVEN YIELD AND SUPPLY CHAIN RESILIENCE                 88

6.9           REGIONAL SEMICONDUCTOR HOTSPOTS AND LOCALIZATION DYNAMICS         88

6.10         SUPPLY CHAIN RISKS IN SIC AND GAN WAFER CONCENTRATION           90

6.11         POLICY DRIVES SHAPING SEMICONDUCTOR SOURCING          91

6.12         COST TRAJECTORIES FOR NEXT-GENERATION SEMICONDUCTORS        92

6.13         SEMICONDUCTOR SHARE OF EV BILL OF MATERIALS                 93

6.14         SOURCING MODELS: MULTI-SUPPLIER VS. CAPTIVE DESIGN                94

6.15         FUTURE EV MODEL LAUNCH PIPELINE AND SEMICONDUCTOR DEMAND      97

7               SUSTAINABILITY AND REGULATORY LANDSCAPE                 98

7.1           REGIONAL REGULATIONS AND COMPLIANCE   98

7.1.1        REGULATORY BODIES, GOVERNMENT AGENCIES,  AND OTHER ORGANIZATIONS  98

7.1.2        INDUSTRY STANDARDS                100

7.2           SUSTAINABILITY INITIATIVES   102

7.3           SUSTAINABILITY IMPACT AND REGULATORY POLICY INITIATIVES       103

7.4           CERTIFICATIONS, LABELING, AND ECO-STANDARDS                 104

8               CUSTOMER LANDSCAPE AND BUYER BEHAVIOR                 106

8.1           DECISION-MAKING PROCESS     106

8.2           BUYER STAKEHOLDERS AND BUYING EVALUATION CRITERIA             106

8.2.1        KEY STAKEHOLDERS IN BUYING PROCESS           106

8.2.2        BUYING CRITERIA           107

8.3           ADOPTION BARRIERS AND INTERNAL CHALLENGES                 109

8.4           UNMET NEEDS FROM VARIOUS END-USE INDUSTRIES                 109

8.5           MARKET PROFITABILITY             109

8.5.1        REVENUE POTENTIAL   109

8.5.2        COST DYNAMICS             110

9               EV SEMICONDUCTORS MARKET, BY TECHNOLOGY                 111

9.1           INTRODUCTION              112

9.2           SILICON-BASED SEMICONDUCTOR         113

9.2.1        STRONG ECOSYSTEM FOR MCUS, SENSORS, AND POWER ICS TO DRIVE MARKET 113

9.3           WIDE-BANDGAP SEMICONDUCTOR       115

9.3.1        SOFTWARE-BASED ARCHITECTURE, ADAS ADVANCEMENTS, AND SHIFT TO 800V EV ARCHITECTURE TO DRIVE MARKET 115

9.4           PRIMARY INSIGHTS        117

10            EV SEMICONDUCTORS MARKET, BY PROPULSION                 118

10.1         INTRODUCTION              119

10.2         BEV        120

10.2.1      ADOPTION OF SIC/GAN POWER DEVICES FOR TRACTION INVERTERS TO DRIVE MARKET          120

10.3         PHEV     122

10.3.1      DEMAND FOR DUAL-MODE BMS ICS AND POWER MODULES FOR MULTI-VOLTAGE SYSTEMS TO DRIVE MARKET                 122

10.4         PRIMARY INSIGHTS        124

11            EV SEMICONDUCTORS MARKET, BY COMPONENT                 125

11.1         INTRODUCTION              126

11.2         POWER IC & MODULE   127

11.2.1      TRANSITION TO HIGH-VOLTAG EV ARCHITECTURE AND WBG MATERIALS TO DRIVE MARKET           127

11.3         MICROCONTROLLER & PROCESSOR       129

11.3.1      GROWTH OF ZONAL/DOMAIN CONTROLLERS AND REAL-TIME SENSOR FUSION FOR ADAS TO DRIVE MARKET                 129

11.4         DISCRETE            131

11.4.1      INCREASE IN 48V SUBSYSTEMS FOR BODY AND COMFORT ELECTRONICS TO DRIVE MARKET    131

11.5         COMMUNICATION & INTERFACE IC        132

11.5.1      DEPLOYMENT OF MULTI-PROTOCOL 10 GBPS ETHERNET & V2X AND TELEMATICS GATEWAYS TO DRIVE MARKET               132

11.6         SENSOR IC           133

11.6.1      RAPID SENSOR PROLIFERATION FOR LIDAR, IMAGING RADAR, AND BMS TO DRIVE MARKET    133

11.7         GATE DRIVER IC               135

11.7.1      PRECISION CONTROL OF HIGH-SPEED SIC/GAN MOSFETS TO DRIVE MARKET     135

11.8         MEMORY & STORAGE IC               136

11.8.1      HIGH-BANDWIDTH DRAM FOR INFOTAINMENT AND RESILIENT NAND STORAGE FOR OTA/DIAGNOSTICS TO DRIVE MARKET               136

11.9         OTHER SEMICONDUCTORS        137

11.10       PRIMARY INSIGHTS        139

12            EV SEMICONDUCTORS MARKET, BY APPLICATION                 140

12.1         INTRODUCTION              141

12.2         BMS       143

12.2.1      FOCUS ON CELL-LEVEL MONITORING AND COMPLEX THERMAL MANAGEMENT TO DRIVE MARKET   143

12.3         POWERTRAIN SYSTEM  145

12.3.1      SIC MOSFET TRANSITION AND INTEGRATED GATE DRIVERS TO DRIVE MARKET      145

12.4         ADAS     146

12.4.1      HIGHER LEVEL OF AUTONOMY AND HIGH-SPEED IN-VEHICLE NETWORKS TO DRIVE MARKET             146

12.5         BODY & CHASSIS              147

12.5.1      ELECTRIFICATION OF MECHANICAL SYSTEMS AND SHIFT TO ZONAL CONTROLLERS TO DRIVE MARKET     147

12.6         INFOTAINMENT & CONNECTIVITY         149

12.6.1      INNOVATION IN SDV ARCHITECTURE, OTA UPDATES, AND HIGH-SPEED CONNECTIVITY MODULES TO DRIVE MARKET               149

12.7         PRIMARY INSIGHTS        151

13            EV SEMICONDUCTORS MARKET, BY REGION     152

13.1         INTRODUCTION              153

13.2         ASIA PACIFIC     154

13.2.1      CHINA  156

13.2.1.1  Local semiconductor production scale and localization efforts for SiC/GaN semiconductors to drive market        156

13.2.2      INDIA    157

13.2.2.1  Government incentives for local manufacturing and substantial investments by OEMs to drive market              157

13.2.3      JAPAN   159

13.2.3.1  Power semiconductor leadership and high ADAS integration to drive market          159

13.2.4      SOUTH KOREA  160

13.2.4.1  Strong local EV battery supply chains and high export focus to drive market          160

13.3         EUROPE               162

13.3.1      GERMANY           163

13.3.1.1  Premium EV platforms with high semiconductor content to drive market    163

13.3.2      FRANCE                165

13.3.2.1  Growing ADAS integration in passenger EVs to drive market                 165

13.3.3      ITALY    166

13.3.3.1  SiC FAB scale-ups and robust supplier ecosystem to drive market                 166

13.3.4      SPAIN    167

13.3.4.1  EU funding alignment and strong local manufacturing hub to drive market          167

13.3.5      UK          169

13.3.5.1  Increased SiC production and government-supported industrialization and development centers to drive market           169

13.4         NORTH AMERICA             170

13.4.1      US           172

13.4.1.1  Rigorous onshoring policies and supporting government funding to drive market      172

13.4.2      CANADA               174

13.4.2.1  Strong automotive semiconductor R&D and growing IC design hubs to drive market            174

13.4.3      MEXICO                175

13.4.3.1  Export-focused assembly hubs and integration into North American supply chains to drive market           175

14            COMPETITIVE LANDSCAPE         177

14.1         INTRODUCTION              177

14.2         KEY PLAYER STRATEGIES/RIGHT TO WIN, 2022–2025                 177

14.3         MARKET SHARE ANALYSIS, 2024                 179

14.4         REVENUE ANALYSIS, 2020–2024  181

14.5         COMPANY VALUATION AND FINANCIAL METRICS                 182

14.6         BRAND/PRODUCT COMPARISON             182

14.7         COMPANY EVALUATION MATRIX: KEY PLAYERS, 2024                 183

14.7.1      STARS   183

14.7.2      EMERGING LEADERS     184

14.7.3      PERVASIVE PLAYERS      184

14.7.4      PARTICIPANTS 184

14.7.5      COMPANY FOOTPRINT 185

14.7.5.1  Company footprint               185

14.7.5.2  Region footprint   185

14.7.5.3  Technology footprint           186

14.7.5.4  Application footprint            187

14.7.5.5  Propulsion footprint             187

14.8         COMPANY EVALUATION MATRIX: START-UPS/SMES, 2024        188

14.8.1      PROGRESSIVE COMPANIES         188

14.8.2      RESPONSIVE COMPANIES            188

14.8.3      DYNAMIC COMPANIES  188

14.8.4      STARTING BLOCKS         189

14.8.5      COMPETITIVE BENCHMARKING               190

14.8.5.1  List of start-ups/SMEs        190

14.8.5.2  Competitive benchmarking of start-ups/SMEs               190

14.9         COMPETITIVE SCENARIO             191

14.9.1      PRODUCT LAUNCHES   191

14.9.2      DEALS  193

14.9.3      EXPANSIONS     195

14.9.4      OTHER DEVELOPMENTS              197

15            COMPANY PROFILES      198

15.1         KEY PLAYERS     198

15.1.1      INFINEON TECHNOLOGIES AG 198

15.1.1.1  Business overview 198

15.1.1.2  Products/Solutions offered 200

15.1.1.3  Recent developments           201

15.1.1.3.1                Product launches/developments        201

15.1.1.3.2                Deals      202

15.1.1.3.3                Expansions             204

15.1.1.3.4                Other developments             205

15.1.1.4  MnM view              205

15.1.1.4.1                Right to win           205

15.1.1.4.2                Strategic choices   205

15.1.1.4.3                Weaknesses and competitive threats 205

15.1.2      STMICROELECTRONICS                206

15.1.2.1  Business overview 206

15.1.2.2  Products/Solutions offered 207

15.1.2.3  Recent developments           208

15.1.2.3.1                Product launches/developments        208

15.1.2.3.2                Deals      210

15.1.2.3.3                Expansions             211

15.1.2.3.4                Other developments             211

15.1.2.4  MnM view              212

15.1.2.4.1                Right to win           212

15.1.2.4.2                Strategic choices   212

15.1.2.4.3                Weaknesses and competitive threats 212

15.1.3      NXP SEMICONDUCTORS               213

15.1.3.1  Business overview 213

15.1.3.2  Products/Solutions offered 215

15.1.3.3  Recent developments           215

15.1.3.3.1                Product launches/developments        215

15.1.3.3.2                Deals      216

15.1.3.3.3                Expansions             217

15.1.3.3.4                Other developments             218

15.1.3.4  MnM view              218

15.1.3.4.1                Right to win           218

15.1.3.4.2                Strategic choices   218

15.1.3.4.3                Weaknesses and competitive threats 218

15.1.4      TEXAS INSTRUMENTS INCORPORATED 219

15.1.4.1  Business overview 219

15.1.4.2  Products/Solutions offered 220

15.1.4.3  Recent developments           221

15.1.4.3.1                Product launches/developments        221

15.1.4.3.2                Deals      222

15.1.4.3.3                Expansions             222

15.1.4.3.4                Other developments             223

15.1.4.4  MnM view              224

15.1.4.4.1                Right to win           224

15.1.4.4.2                Strategic choices   224

15.1.4.4.3                Weaknesses and competitive threats 224

15.1.5      RENESAS ELECTRONICS CORPORATION               225

15.1.5.1  Business overview 225

15.1.5.2  Products/Solutions offered 227

15.1.5.3  Recent developments           227

15.1.5.3.1                Product launches/developments        227

15.1.5.3.2                Deals      229

15.1.5.3.3                Expansions             229

15.1.5.3.4                Other developments             229

15.1.5.4  MnM view              230

15.1.5.4.1                Right to win           230

15.1.5.4.2                Strategic choices   230

15.1.5.4.3                Weaknesses and competitive threats 230

15.1.6      QUALCOMM TECHNOLOGIES, INC.         231

15.1.6.1  Business overview 231

15.1.6.2  Products/Solutions offered 232

15.1.6.3  Recent developments           233

15.1.6.3.1                Product launches/developments        233

15.1.6.3.2                Expansions             233

15.1.7      NVIDIA CORPORATION 234

15.1.7.1  Business overview 234

15.1.7.2  Products/Solutions offered 235

15.1.7.3  Recent developments           236

15.1.7.3.1                Product launches/developments        236

15.1.7.3.2                Deals      236

15.1.8      SEMICONDUCTOR COMPONENTS INDUSTRIES, LLC                 237

15.1.8.1  Business overview 237

15.1.8.2  Products/Solutions offered 238

15.1.8.3  Recent developments           239

15.1.8.3.1                Product launches/developments        239

15.1.8.3.2                Deals      240

15.1.8.3.3                Expansions             240

15.1.9      ANALOG DEVICES, INC. 241

15.1.9.1  Business overview 241

15.1.9.2  Products/Solutions offered 242

15.1.9.3  Recent developments           243

15.1.9.3.1                Deals      243

15.1.9.3.2                Expansions             244

15.1.10   ROBERT BOSCH GMBH 245

15.1.10.1                 Business overview 245

15.1.10.2                 Products/Solutions offered 246

15.1.10.3                 Recent developments           247

15.1.10.3.1             Product launches/developments        247

15.1.10.3.2             Deals      247

15.1.10.3.3             Expansions             248

15.1.11   MICRON TECHNOLOGY, INC.     249

15.1.11.1                 Business overview 249

15.1.11.2                 Products/Solutions offered 250

15.1.11.3                 Recent developments           251

15.1.11.3.1             Expansions             251

15.1.11.3.2             Other developments             251

15.1.12   MICROCHIP TECHNOLOGY INC.               252

15.1.12.1                 Business overview 252

15.1.12.2                 Products/Solutions offered 253

15.1.12.3                 Recent developments           254

15.1.12.3.1             Product launches/developments        254

15.1.12.3.2             Deals      254

15.1.12.3.3             Expansions             255

15.2         OTHER PLAYERS              256

15.2.1      TOSHIBA CORPORATION             256

15.2.2      POLAR SEMICONDUCTOR, LLC 256

15.2.3      ROHM CO., LTD.               257

15.2.4      MARVELL             257

15.2.5      BROADCOM       258

15.2.6      MITSUBISHI ELECTRIC CORPORATION 258

15.2.7      STARPOWER SEMICONDUCTOR LTD.    259

15.2.8      SEMIKRON DANFOSS     259

15.2.9      CAMBRIDGE GAN DEVICES         260

15.2.10   HUAWEI TECHNOLOGIES CO., LTD.        261

15.2.11   BOS SEMICONDUCTORS               262

15.2.12   ENSILICA             262

15.2.13   INDIE    263

16            RESEARCH METHODOLOGY       264

16.1         RESEARCH DATA              264

16.1.1      SECONDARY DATA          265

16.1.1.1  Secondary sources                266

16.1.1.2  Key data from secondary sources       267

16.1.2      PRIMARY DATA 267

16.1.2.1  Primary interviews: demand and supply sides 268

16.1.2.2  Breakdown of primary interviews      268

16.1.2.3  Primary participants             268

16.2         MARKET SIZE ESTIMATION         269

16.2.1      BOTTOM-UP APPROACH              270

16.2.2      TOP-DOWN APPROACH                271

16.3         DATA TRIANGULATION                272

16.4         FACTOR ANALYSIS          274

16.5         RESEARCH ASSUMPTIONS           274

16.6         RESEARCH LIMITATIONS             275

16.7         RISK ASSESSMENT           275

17            APPENDIX           277

17.1         INSIGHTS FROM INDUSTRY EXPERTS     277

17.2         DISCUSSION GUIDE        277

17.3         KNOWLEDGESTORE: MARKETSANDMARKETS’  SUBSCRIPTION PORTAL                280

17.4         CUSTOMIZATION OPTIONS        282

17.4.1      EV SEMICONDUCTORS MARKET FOR HYBRID ELECTRIC VEHICLES AT REGIONAL LEVEL (FOR COUNTRIES COVERED IN REPORT)              282

17.4.2      EV SEMICONDUCTORS MARKET, BY TECHNOLOGY, FOR ADDITIONAL COUNTRIES (FOR COUNTRIES NOT COVERED IN REPORT)  282

17.4.3      COMPANY INFORMATION (PROFILING OF UP TO FIVE ADDITIONAL MARKET PLAYERS)              282

17.5         RELATED REPORTS         282

17.6         AUTHOR DETAILS           283

LIST OF TABLES

TABLE 1                MARKET DEFINITION, BY TECHNOLOGY                 25

TABLE 2                MARKET DEFINITION, BY PROPULSION                 25

TABLE 3                MARKET DEFINITION, BY APPLICATION                 26

TABLE 4                MARKET DEFINITION, BY COMPONENT                 26

TABLE 5                CURRENCY EXCHANGE RATES, 2019–2024                 29

TABLE 6                AUTOMOTIVE SEMICONDUCTOR QUALIFICATION STANDARDS   42

TABLE 7                SI VS. SIC VS. GAN            43

TABLE 8                COMPARISON BETWEEN WIDE-BANDGAP MATERIALS        44

TABLE 9                GROWTH IN EV ADOPTION IN SPECIFIC MARKETS             45

TABLE 10              COLLABORATIONS BETWEEN TIER 1S AND OEMS    45

TABLE 11              STRATEGIC OPPORTUNITIES IN NEXT-GEN EV SILICON               46

TABLE 12              VEHICULAR CYBERATTACKS      48

TABLE 13              TRADE RESTRICTIONS AND TARIFF IMPACT ON AUTOMOTIVE SEMICONDUCTORS

IN US                      49

TABLE 14              IMPACT OF MARKET DYNAMICS               50

TABLE 15              UNMET TECHNOLOGY NEEDS AND WHITE SPACES IN 800V POWER ELECTRONICS  51

TABLE 16              EMERGING SEMICONDUCTOR OPPORTUNITIES IN ZONAL AND SDV ARCHITECTURES                 51

TABLE 17              STRATEGIC MOVES BY TIER-1/2/3 PLAYERS IN EV SEMICONDUCTORS MARKET               53

TABLE 18              GDP PERCENTAGE CHANGE, BY COUNTRY, 2021–2030              54

TABLE 19              ROLE OF COMPANIES IN ECOSYSTEM    58

TABLE 20              AVERAGE SELLING PRICE OF EV SEMICONDUCTORS OFFERED BY KEY PLAYERS,  2024 (USD)                 60

TABLE 21              AVERAGE SELLING PRICE TREND, BY TECHNOLOGY, 2022–2024 (USD)                60

TABLE 22              AVERAGE SELLING PRICE TREND, BY REGION, 2022−2024 (USD)              61

TABLE 23              KEY CONFERENCES AND EVENTS, 2025–2026                 63

TABLE 24              IMPORT DATA FOR HS CODE 8541-COMPLIANT PRODUCTS, BY COUNTRY,

2020–2024 (USD BILLION)             64

TABLE 25              EXPORT DATA FOR HS CODE 8541-COMPLIANT PRODUCTS, BY COUNTRY,

2020–2024 (USD BILLION)             65

TABLE 26              TRADE RESTRICTIONS AND EFFECT ON EV SEMICONDUCTOR SUPPLY         66

TABLE 27              US-CHINA EXPORT BANS TIMELINE AND EFFECT ON AUTOMOTIVE SEMICONDUCTORS 67

TABLE 28              EU SUBSIDIES AND EFFECT ON AUTOMOTIVE SEMICONDUCTORS        67

TABLE 29              LOCALIZATION EFFECT BY SEMICONDUCTOR CATEGORY ON OEM SOURCING               68

TABLE 30              TARIFF SNAPSHOT FOR SEMICONDUCTOR-RELATED GOODS            73

TABLE 31              IMPACT OF TARIFFS ON EV COMPONENT COSTS  73

TABLE 32              REGIONAL EXPOSURE PROFILE 74

TABLE 33              INDUSTRY-LEVEL EXPOSURE AND MITIGATION ACTIONS              74

TABLE 34              CURRENT STATUS AND SHORT/MID/LONG-TERM PROSPECTS OF SILICON-BASED AND WIDE-BANDGAP SEMICONDUCTORS        81

TABLE 35              PATENTS ANALYSIS        82

TABLE 36              FUTURE APPLICATIONS OF EV SEMICONDUCTORS        84

TABLE 37              TOP USE CASES AND MARKET POTENTIAL                 86

TABLE 38              COMPANIES IMPLEMENTING AI/GEN AI                 86

TABLE 39              CASE STUDIES OF AI/GEN AI IMPLEMENTATION IN EV SEMICONDUCTORS MARKET         87

TABLE 40              ADJACENT ECOSYSTEM AND IMPACT ON MARKET PLAYERS           87

TABLE 41              REGIONAL SEMICONDUCTOR HOTSPOTS AND LOCALIZATION DYNAMICS         88

TABLE 42              SUPPLY CHAIN RISKS IN SIC AND GAN WAFER CONCENTRATION           90

TABLE 43              POLICY DRIVES IN MAJOR ECONOMIES AFFECTING SEMICONDUCTORS MARKET             91

TABLE 44              SEMICONDUCTOR SHARE OF EV BILL OF MATERIALS        94

TABLE 45              ANALYSIS OF OEM SEMICONDUCTOR SOURCING MODELS       94

TABLE 46              COMPARATIVE ANALYSIS OF SEMICONDUCTOR STRATEGIES, BY OEM             95

TABLE 47              EV LAUNCH PIPELINE AND SEMICONDUCTOR DEMAND             97

TABLE 48              NORTH AMERICA: REGULATORY BODIES, GOVERNMENT AGENCIES,  AND OTHER ORGANIZATIONS                 98

TABLE 49              EUROPE: REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS           99

TABLE 50              ASIA PACIFIC: REGULATORY BODIES, GOVERNMENT AGENCIES,  AND OTHER ORGANIZATIONS                 100

TABLE 51              GLOBAL INDUSTRY STANDARDS              100

TABLE 52              POLICY INITIATIVES AFFECTING SUSTAINABILITY IN EV SEMICONDUCTORS MARKET     103

TABLE 53              CERTIFICATIONS, LABELING, AND ECO-STANDARDS      104

TABLE 54              INFLUENCE OF STAKEHOLDERS ON BUYING PROCESS, BY TECHNOLOGY (%)               107

TABLE 55              KEY BUYING CRITERIA, BY TECHNOLOGY                 108

TABLE 56              AUTOMOTIVE SEMICONDUCTOR PROFITABILITY, BY COMPONENT            110

TABLE 57              TECHNOLOGY COMPARISON IN EV SEMICONDUCTORS        112

TABLE 58              EV SEMICONDUCTORS MARKET, BY TECHNOLOGY, 2021–2024 (USD BILLION)             113

TABLE 59              EV SEMICONDUCTORS MARKET, BY TECHNOLOGY, 2025–2032 (USD BILLION)             113

TABLE 60              SILICON-BASED SEMICONDUCTOR OFFERINGS BY KEY PROVIDERS         114

TABLE 61              SILICON-BASED EV SEMICONDUCTORS MARKET, BY REGION,

2021–2024 (USD BILLION)             114

TABLE 62              SILICON-BASED EV SEMICONDUCTORS MARKET, BY REGION,

2025–2032 (USD BILLION)             115

TABLE 63              WIDE-BANDGAP SEMICONDUCTOR OFFERINGS BY KEY PROVIDERS         116

TABLE 64              WIDE-BANDGAP EV SEMICONDUCTORS MARKET, BY REGION,

2021–2024 (USD BILLION)             116

TABLE 65              WIDE-BANDGAP EV SEMICONDUCTORS MARKET, BY REGION,

2025–2032 (USD BILLION)             116

TABLE 66              EV SEMICONDUCTORS MARKET, BY PROPULSION, 2021–2024 (USD BILLION)                120

TABLE 67              EV SEMICONDUCTORS MARKET, BY PROPULSION, 2025–2032 (USD BILLION)                120

TABLE 68              SEMICONDUCTOR LAUNCHES/AGREEMENTS FOR BEVS, 2024–2025       121

TABLE 69              BEV SEMICONDUCTORS MARKET, BY REGION, 2021–2024 (USD BILLION)             121

TABLE 70              BEV SEMICONDUCTORS MARKET, BY REGION, 2025–2032 (USD BILLION)             122

TABLE 71              SEMICONDUCTOR LAUNCHES/AGREEMENTS FOR PHEVS, 2024–2025    123

TABLE 72              PHEV SEMICONDUCTORS MARKET, BY REGION, 2021–2024 (USD BILLION)             123

TABLE 73              PHEV SEMICONDUCTORS MARKET, BY REGION, 2025–2032 (USD BILLION)             123

TABLE 74              EV SEMICONDUCTORS MARKET, BY COMPONENT, 2021–2024 (USD BILLION)               126

TABLE 75              EV SEMICONDUCTORS MARKET, BY COMPONENT, 2025–2032 (USD BILLION)               127

TABLE 76              POWER IC & MODULE: EV SEMICONDUCTORS MARKET, BY REGION,

2021–2024 (USD BILLION)             128

TABLE 77              POWER IC & MODULE: EV SEMICONDUCTORS MARKET, BY REGION,

2025–2032 (USD BILLION)             129

TABLE 78              MICROCONTROLLER & PROCESSOR: EV SEMICONDUCTORS MARKET, BY REGION,  2021–2024 (USD BILLION)             130

TABLE 79              MICROCONTROLLER & PROCESSOR: EV SEMICONDUCTORS MARKET, BY REGION,  2025–2032 (USD BILLION)             130

TABLE 80              DISCRETE: EV SEMICONDUCTORS MARKET, BY REGION,

2021–2024 (USD BILLION)             131

TABLE 81              DISCRETE: EV SEMICONDUCTORS MARKET, BY REGION,

2025–2032 (USD BILLION)             132

TABLE 82              COMMUNICATION & INTERFACE IC: EV SEMICONDUCTORS MARKET, BY REGION,  2021–2024 (USD BILLION)             133

TABLE 83              COMMUNICATION & INTERFACE IC: EV SEMICONDUCTORS MARKET, BY REGION,  2025–2032 (USD BILLION)             133

TABLE 84              SENSOR IC: EV SEMICONDUCTORS MARKET, BY REGION,

2021–2024 (USD BILLION)             134

TABLE 85              SENSOR IC: EV SEMICONDUCTORS MARKET, BY REGION,

2025–2032 (USD BILLION)             134

TABLE 86              GATE DRIVER IC: EV SEMICONDUCTORS MARKET, BY REGION,

2021–2024 (USD BILLION)             135

TABLE 87              GATE DRIVER IC: EV SEMICONDUCTORS MARKET, BY REGION,

2025–2032 (USD BILLION)             135

TABLE 88              MEMORY & STORAGE IC: EV SEMICONDUCTORS MARKET, BY REGION,

2021–2024 (USD BILLION)             137

TABLE 89              MEMORY & STORAGE IC: EV SEMICONDUCTORS MARKET, BY REGION,

2025–2032 (USD BILLION)             137

TABLE 90              OTHER SEMICONDUCTORS: EV SEMICONDUCTORS MARKET, BY REGION,

2021–2024 (USD BILLION)             138

TABLE 91              OTHER SEMICONDUCTORS: EV SEMICONDUCTORS MARKET, BY REGION,

2025–2032 (USD BILLION)             138

TABLE 92              EV SEMICONDUCTORS MARKET, BY APPLICATION, 2021–2024 (USD BILLION)               142

TABLE 93              EV SEMICONDUCTORS MARKET, BY APPLICATION, 2025–2032 (USD BILLION)               142

TABLE 94              BMS: EV SEMICONDUCTORS MARKET, BY REGION, 2021–2024 (USD BILLION)           144

TABLE 95              BMS: EV SEMICONDUCTORS MARKET, BY REGION, 2025–2032 (USD BILLION)           144

TABLE 96              POWERTRAIN SYSTEM: EV SEMICONDUCTORS MARKET, BY REGION,

2021–2024 (USD BILLION)             145

TABLE 97              POWERTRAIN SYSTEM: EV SEMICONDUCTORS MARKET, BY REGION,

2025–2032 (USD BILLION)             146

TABLE 98              ADAS: EV SEMICONDUCTORS MARKET, BY REGION, 2021–2024 (USD BILLION)           147

TABLE 99              ADAS: EV SEMICONDUCTORS MARKET, BY REGION, 2025–2032 (USD BILLION)           147

TABLE 100            BODY & CHASSIS: EV SEMICONDUCTORS MARKET, BY REGION,

2021–2024 (USD BILLION)             148

TABLE 101            BODY & CHASSIS: EV SEMICONDUCTORS MARKET, BY REGION,

2025–2032 (USD BILLION)             149

TABLE 102            INFOTAINMENT & CONNECTIVITY: EV SEMICONDUCTORS MARKET, BY REGION,  2021–2024 (USD BILLION)             150

TABLE 103            INFOTAINMENT & CONNECTIVITY: EV SEMICONDUCTORS MARKET, BY REGION,  2025–2032 (USD BILLION)             151

TABLE 104            EV SEMICONDUCTORS MARKET, BY REGION, 2021–2024 (USD BILLION)             153

TABLE 105            EV SEMICONDUCTORS MARKET, BY REGION, 2025–2032 (USD BILLION)             154

TABLE 106            ASIA PACIFIC: EV SEMICONDUCTORS MARKET, BY COUNTRY,

2021–2024 (USD BILLION)             155

TABLE 107            ASIA PACIFIC: EV SEMICONDUCTORS MARKET, BY COUNTRY,

2025–2032 (USD BILLION)             155

TABLE 108            CHINA: EV SEMICONDUCTORS MARKET, BY APPLICATION,

2021–2024 (USD BILLION)             157

TABLE 109            CHINA: EV SEMICONDUCTORS MARKET, BY APPLICATION,

2025–2032 (USD BILLION)             157

TABLE 110            INDIA: EV SEMICONDUCTORS MARKET, BY APPLICATION,

2021–2024 (USD BILLION)             158

TABLE 111            INDIA: EV SEMICONDUCTORS MARKET, BY APPLICATION,

2025–2032 (USD BILLION)             158

TABLE 112            JAPAN: EV SEMICONDUCTORS MARKET, BY APPLICATION,

2021–2024 (USD BILLION)             159

TABLE 113            JAPAN: EV SEMICONDUCTORS MARKET, BY APPLICATION,

2025–2032 (USD BILLION)             160

TABLE 114            SOUTH KOREA: EV SEMICONDUCTORS MARKET, BY APPLICATION,

2021–2024 (USD BILLION)             161

TABLE 115            SOUTH KOREA: EV SEMICONDUCTORS MARKET, BY APPLICATION,

2025–2032 (USD BILLION)             161

TABLE 116            EUROPE: EV SEMICONDUCTORS MARKET, BY COUNTRY,

2021–2024 (USD BILLION)             163

TABLE 117            EUROPE: EV SEMICONDUCTORS MARKET, BY COUNTRY,

2025–2032 (USD BILLION)             163

TABLE 118            GERMANY: EV SEMICONDUCTORS MARKET, BY APPLICATION,

2021–2024 (USD BILLION)             164

TABLE 119            GERMANY: EV SEMICONDUCTORS MARKET, BY APPLICATION,

2025–2032 (USD BILLION)             164

TABLE 120            FRANCE: EV SEMICONDUCTORS MARKET, BY APPLICATION,

2021–2024 (USD BILLION)             165

TABLE 121            FRANCE: EV SEMICONDUCTORS MARKET, BY APPLICATION,

2025–2032 (USD BILLION)             166

TABLE 122            ITALY: EV SEMICONDUCTORS MARKET, BY APPLICATION,

2021–2024 (USD BILLION)             167

TABLE 123            ITALY: EV SEMICONDUCTORS MARKET, BY APPLICATION,

2025–2032 (USD BILLION)             167

TABLE 124            SPAIN: EV SEMICONDUCTORS MARKET, BY APPLICATION,

2021–2024 (USD BILLION)             168

TABLE 125            SPAIN: EV SEMICONDUCTORS MARKET, BY APPLICATION,

2025–2032 (USD BILLION)             168

TABLE 126            UK: EV SEMICONDUCTORS MARKET, BY APPLICATION, 2021–2024 (USD BILLION)               170

TABLE 127            UK: EV SEMICONDUCTORS MARKET, BY APPLICATION, 2025–2032 (USD BILLION)               170

TABLE 128            NORTH AMERICA: EV SEMICONDUCTORS MARKET, BY COUNTRY,

2021–2024 (USD BILLION)             172

TABLE 129            NORTH AMERICA: EV SEMICONDUCTORS MARKET, BY COUNTRY,

2025–2032 (USD BILLION)             172

TABLE 130            US: EV SEMICONDUCTORS MARKET, BY APPLICATION, 2021–2024 (USD BILLION)               173

TABLE 131            US: EV SEMICONDUCTORS MARKET, BY APPLICATION, 2025–2032 (USD BILLION)               173

TABLE 132            CANADA: EV SEMICONDUCTORS MARKET, BY APPLICATION,

2021–2024 (USD BILLION)             174

TABLE 133            CANADA: EV SEMICONDUCTORS MARKET, BY APPLICATION,

2025–2032 (USD BILLION)             175

TABLE 134            MEXICO: EV SEMICONDUCTORS MARKET, BY APPLICATION,

2021–2024 (USD BILLION)             176

TABLE 135            MEXICO: EV SEMICONDUCTORS MARKET, BY APPLICATION,

2025–2032 (USD BILLION)             176

TABLE 136            KEY PLAYER STRATEGIES/RIGHT TO WIN, 2022–2025        177

TABLE 137            EV SEMICONDUCTORS MARKET: DEGREE OF COMPETITION, 2024       180

TABLE 138            REGION FOOTPRINT     185

TABLE 139            TECHNOLOGY FOOTPRINT        186

TABLE 140            APPLICATION FOOTPRINT         187

TABLE 141            PROPULSION FOOTPRINT           187

TABLE 142            LIST OF START-UPS/SMES           190

TABLE 143            COMPETITIVE BENCHMARKING OF START-UPS/SMES (1/2) 190

TABLE 144            COMPETITIVE BENCHMARKING OF START-UPS/SMES (2/2) 191

TABLE 145            EV SEMICONDUCTORS MARKET: PRODUCT LAUNCHES/DEVELOPMENTS,

2022–2025              191

TABLE 146            EV SEMICONDUCTORS MARKET: DEALS, 2022–2025        193

TABLE 147            EV SEMICONDUCTORS MARKET: EXPANSIONS, 2022–2025              195

TABLE 148            EV SEMICONDUCTORS MARKET: OTHER DEVELOPMENTS, 2022–2025         197

TABLE 149            INFINEON TECHNOLOGIES AG: COMPANY OVERVIEW          198

TABLE 150            INFINEON TECHNOLOGIES AG: SEMICONDUCTOR SUPPLY DEALS, BY OEM        199

TABLE 151            INFINEON TECHNOLOGIES AG: PRODUCTS/SOLUTIONS OFFERED          200

TABLE 152            INFINEON TECHNOLOGIES AG: PRODUCT LAUNCHES/DEVELOPMENTS    201

TABLE 153            INFINEON TECHNOLOGIES AG: DEALS 202

TABLE 154            INFINEON TECHNOLOGIES AG: EXPANSIONS                 204

TABLE 155            INFINEON TECHNOLOGIES AG: OTHER DEVELOPMENTS              205

TABLE 156            STMICROELECTRONICS: COMPANY OVERVIEW                 206

TABLE 157            STMICROELECTRONICS: PRODUCTS/SOLUTIONS OFFERED          207

TABLE 158            STMICROELECTRONICS: PRODUCT LAUNCHES/DEVELOPMENTS    208

TABLE 159            STMICROELECTRONICS: DEALS                210

TABLE 160            STMICROELECTRONICS: EXPANSIONS  211

TABLE 161            STMICROELECTRONICS: OTHER DEVELOPMENTS              211

TABLE 162            NXP SEMICONDUCTORS: COMPANY OVERVIEW                 213

TABLE 163            NXP SEMICONDUCTORS: SEMICONDUCTOR SUPPLY DEALS, BY OEM                214

TABLE 164            NXP SEMICONDUCTORS: PRODUCTS/SOLUTIONS OFFERED          215

TABLE 165            NXP SEMICONDUCTORS: PRODUCT LAUNCHES/DEVELOPMENTS    215

TABLE 166            NXP SEMICONDUCTORS: DEALS               216

TABLE 167            NXP SEMICONDUCTORS: EXPANSIONS 217

TABLE 168            NXP SEMICONDUCTORS: OTHER DEVELOPMENTS              218

TABLE 169            TEXAS INSTRUMENTS INCORPORATED: COMPANY OVERVIEW   219

TABLE 170            TEXAS INSTRUMENTS INCORPORATED: PRODUCTS/SOLUTIONS OFFERED          220

TABLE 171            TEXAS INSTRUMENTS INCORPORATED: PRODUCT LAUNCHES/DEVELOPMENTS               221

TABLE 172            TEXAS INSTRUMENTS INCORPORATED: DEALS                 222

TABLE 173            TEXAS INSTRUMENTS INCORPORATED: EXPANSIONS     222

TABLE 174            TEXAS INSTRUMENTS INCORPORATED: OTHER DEVELOPMENTS              223

TABLE 175            RENESAS ELECTRONICS CORPORATION: COMPANY OVERVIEW   225

TABLE 176            RENESAS ELECTRONICS CORPORATION: SEMICONDUCTOR SUPPLY DEALS,

BY OEM                226

TABLE 177            RENESAS ELECTRONICS CORPORATION: PRODUCTS/SOLUTIONS OFFERED          227

TABLE 178            RENESAS ELECTRONICS CORPORATION: PRODUCT LAUNCHES/DEVELOPMENTS               227

TABLE 179            RENESAS ELECTRONICS CORPORATION: DEALS                 229

TABLE 180            RENESAS ELECTRONICS CORPORATION: EXPANSIONS     229

TABLE 181            RENESAS ELECTRONICS CORPORATION: OTHER DEVELOPMENTS              229

TABLE 182            QUALCOMM TECHNOLOGIES, INC.: COMPANY OVERVIEW          231

TABLE 183            QUALCOMM TECHNOLOGIES, INC.: PRODUCTS/SOLUTIONS OFFERED          232

TABLE 184            QUALCOMM TECHNOLOGIES, INC.: PRODUCT LAUNCHES/DEVELOPMENTS    233

TABLE 185            QUALCOMM TECHNOLOGIES, INC.: EXPANSIONS     233

TABLE 186            NVIDIA CORPORATION: COMPANY OVERVIEW                 234

TABLE 187            NVIDIA CORPORATION: PRODUCTS/SOLUTIONS OFFERED          235

TABLE 188            NVIDIA CORPORATION: PRODUCT LAUNCHES/DEVELOPMENTS    236

TABLE 189            NVIDIA CORPORATION: DEALS 236

TABLE 190            SEMICONDUCTOR COMPONENTS INDUSTRIES, LLC: COMPANY OVERVIEW         237

TABLE 191            SEMICONDUCTOR COMPONENTS INDUSTRIES, LLC: PRODUCTS/SOLUTIONS OFFERED                238

TABLE 192            SEMICONDUCTOR COMPONENTS INDUSTRIES, LLC: PRODUCT LAUNCHES/DEVELOPMENTS    239

TABLE 193            SEMICONDUCTOR COMPONENTS INDUSTRIES, LLC: DEALS        240

TABLE 194            SEMICONDUCTOR COMPONENTS INDUSTRIES, LLC: EXPANSIONS           240

TABLE 195            ANALOG DEVICES, INC.: COMPANY OVERVIEW                 241

TABLE 196            ANALOG DEVICES, INC.: PRODUCTS/SOLUTIONS OFFERED          242

TABLE 197            ANALOG DEVICES, INC.: DEALS 243

TABLE 198            ANALOG DEVICES, INC.: EXPANSIONS   244

TABLE 199            ROBERT BOSCH GMBH: COMPANY OVERVIEW                 245

TABLE 200            ROBERT BOSCH GMBH: PRODUCTS/SOLUTIONS OFFERED          246

TABLE 201            ROBERT BOSCH GMBH: PRODUCT LAUNCHES/DEVELOPMENTS    247

TABLE 202            ROBERT BOSCH GMBH: DEALS 247

TABLE 203            ROBERT BOSCH GMBH: EXPANSIONS    248

TABLE 204            MICRON TECHNOLOGY, INC.: COMPANY OVERVIEW          249

TABLE 205            MICRON TECHNOLOGY, INC.: PRODUCTS/SOLUTIONS OFFERED          250

TABLE 206            MICRON TECHNOLOGY, INC.: EXPANSIONS                 251

TABLE 207            MICRON TECHNOLOGY, INC.: OTHER DEVELOPMENTS              251

TABLE 208            MICROCHIP TECHNOLOGY INC.: COMPANY OVERVIEW          252

TABLE 209            MICROCHIP TECHNOLOGY INC.: PRODUCTS/SOLUTIONS OFFERED          253

TABLE 210            MICROCHIP TECHNOLOGY INC.: PRODUCT LAUNCHES/DEVELOPMENTS    254

TABLE 211            MICROCHIP TECHNOLOGY INC.: DEALS                 254

TABLE 212            MICROCHIP TECHNOLOGY INC.: EXPANSIONS                 255

TABLE 213            TOSHIBA CORPORATION: COMPANY OVERVIEW          256

TABLE 214            POLAR SEMICONDUCTOR, LLC: COMPANY OVERVIEW          256

TABLE 215            ROHM CO., LTD.: COMPANY OVERVIEW                 257

TABLE 216            MARVELL: COMPANY OVERVIEW             257

TABLE 217            BROADCOM: COMPANY OVERVIEW        258

TABLE 218            MITSUBISHI ELECTRIC CORPORATION: COMPANY OVERVIEW   258

TABLE 219            STARPOWER SEMICONDUCTOR LTD.: COMPANY OVERVIEW   259

TABLE 220            SEMIKRON DANFOSS: COMPANY OVERVIEW                 259

TABLE 221            CAMBRIDGE GAN DEVICES: COMPANY OVERVIEW          260

TABLE 222            HUAWEI TECHNOLOGIES CO., LTD.: COMPANY OVERVIEW          261

TABLE 223            BOS SEMICONDUCTORS: COMPANY OVERVIEW                 262

TABLE 224            ENSILICA: COMPANY OVERVIEW              262

TABLE 225            INDIE: COMPANY OVERVIEW     263

LIST OF FIGURES

FIGURE 1              EV SEMICONDUCTORS MARKET SEGMENTATION              27

FIGURE 2              KEY INSIGHTS AND MARKET HIGHLIGHTS                 30

FIGURE 3              STRATEGIES ADOPTED BY KEY PLAYERS IN EV SEMICONDUCTORS MARKET     31

FIGURE 4              DISRUPTIVE TRENDS IMPACTING EV SEMICONDUCTORS MARKET     32

FIGURE 5              POWER IC AND MODULE TO BE LARGEST COMPONENT IN 2025     33

FIGURE 6              EUROPE TO BE FASTEST-GROWING REGION DURING FORECAST PERIOD       34

FIGURE 7              800V ARCHITECTURE SHIFT AND HIGH-PERFORMANCE MCUS FOR ADAS AND INFOTAINMENT TO DRIVE MARKET 35

FIGURE 8              WIDE-BANDGAP SEMICONDUCTOR TO RECORD HIGHER CAGR THAN SILICON-BASED SEMICONDUCTOR DURING FORECAST PERIOD                35

FIGURE 9              BEV TO HOLD HIGHER SHARE THAN PHEV DURING FORECAST PERIOD       36

FIGURE 10            POWERTRAIN SYSTEM TO SECURE LEADING POSITION DURING FORECAST PERIOD 36

FIGURE 11            POWER IC & MODULE TO SURPASS OTHER SEGMENTS DURING FORECAST PERIOD               37

FIGURE 12            ASIA PACIFIC TO BE LARGEST MARKET FOR EV SEMICONDUCTORS IN 2025         37

FIGURE 13            EV SEMICONDUCTORS MARKET DYNAMICS                 38

FIGURE 14            SEMICONDUCTORS FITTED IN PASSENGER CARS      39

FIGURE 15            MONOLITHIC VS. CHIPLET APPROACH 40

FIGURE 16            EV SALES IN SELECT MARKETS, 2019–2024                 41

FIGURE 17            CYBERATTACK TARGET AREAS IN VEHICLES                 48

FIGURE 18            ECOSYSTEM ANALYSIS  56

FIGURE 19            SUPPLY CHAIN ANALYSIS             59

FIGURE 20            AVERAGE SELLING PRICE TREND, BY TECHNOLOGY, 2022–2024 (USD)                60

FIGURE 21            AVERAGE SELLING PRICE TREND, BY REGION, 2022–2024 (USD)                61

FIGURE 22            TRENDS/DISRUPTIONS IMPACTING CUSTOMER BUSINESS   62

FIGURE 23            INVESTMENT AND FUNDING SCENARIO, 2023–2025 (USD BILLION)        62

FIGURE 24            IMPORT DATA FOR HS CODE 8541-COMPLIANT PRODUCTS, BY COUNTRY,

2020–2024 (USD BILLION)             65

FIGURE 25            EXPORT DATA FOR HS CODE 8541-COMPLIANT PRODUCTS, BY COUNTRY,

2020–2024 (USD BILLION)             66

FIGURE 26            BLOCK DIAGRAM OF 800V SIC-BASED TRACTION INVERTER ARCHITECTURE  75

FIGURE 27            STRUCTURAL DIAGRAM OF GAN HEMT                 76

FIGURE 28            ADVANCED SEMICONDUCTOR PACKAGING TECHNOLOGIES               78

FIGURE 29            TRANSITION FROM SILICON TO WIDE-BANDGAP SEMICONDUCTORS  81

FIGURE 30            PATENT ANALYSIS          82

FIGURE 31            AI/GEN AI USE CASES IN SEMICONDUCTOR DESIGN AND VERIFICATION      86

FIGURE 32            SEMICONDUCTOR BOM: ICE VS. BEV, 2024–2030                 93

FIGURE 33            INFLUENCE OF STAKEHOLDERS ON BUYING PROCESS, BY TECHNOLOGY       107

FIGURE 34            KEY BUYING CRITERIA, BY TECHNOLOGY                 108

FIGURE 35            EV SEMICONDUCTORS MARKET, BY TECHNOLOGY,  2025 VS. 2032 (USD BILLION)   112

FIGURE 36            EV SEMICONDUCTORS MARKET, BY PROPULSION,  2025 VS. 2032 (USD BILLION)      119

FIGURE 37            EV SEMICONDUCTORS MARKET, BY COMPONENT,  2025 VS. 2032 (USD BILLION)      126

FIGURE 38            ELECTRIC MOTOR CONTROL BLOCK DIAGRAM                 128

FIGURE 39            MCUS FOR EV CONTROL PLATFORMS   130

FIGURE 40            AUTOMOTIVE-GRADE PHASE CHANGE MEMORY CELL STRUCTURE       136

FIGURE 41            EV SEMICONDUCTOR COST PER VEHICLE (%)                 141

FIGURE 42            EV SEMICONDUCTORS MARKET, BY APPLICATION,  2025 VS. 2032 (USD BILLION)     142

FIGURE 43            BMS SEMICONDUCTOR ARCHITECTURE                 144

FIGURE 44            DOMAIN AND ZONAL CONTROL SEMICONDUCTORS        148

FIGURE 45            CONNECTED VEHICLE FEATURE SEMICONDUCTORS        150

FIGURE 46            EV SEMICONDUCTORS MARKET, BY REGION, 2025 VS. 2032 (USD BILLION)       153

FIGURE 47            ASIA PACIFIC: EV SEMICONDUCTORS MARKET SNAPSHOT          155

FIGURE 48            EUROPE: EV SEMICONDUCTORS MARKET SNAPSHOT          162

FIGURE 49            UK: ELECTRIC VEHICLE ROADMAP          169

FIGURE 50            NORTH AMERICA: EV SEMICONDUCTORS MARKET SNAPSHOT       171

FIGURE 51            MARKET SHARE ANALYSIS OF KEY PLAYERS, 2024        179

FIGURE 52            REVENUE ANALYSIS OF TOP FIVE PLAYERS, 2020–2024 (USD BILLION)             181

FIGURE 53            COMPANY VALUATION (USD BILLION) 182

FIGURE 54            FINANCIAL METRICS (EV/EBITDA)          182

FIGURE 55            BRAND/PRODUCT COMPARISON             183

FIGURE 56            COMPANY EVALUATION MATRIX (KEY PLAYERS), 2024  184

FIGURE 57            COMPANY FOOTPRINT 185

FIGURE 58            COMPANY EVALUATION MATRIX (START-UPS/SMES), 2024                189

FIGURE 59            INFINEON TECHNOLOGIES AG: COMPANY SNAPSHOT          199

FIGURE 60            STMICROELECTRONICS: COMPANY SNAPSHOT                 207

FIGURE 61            NXP SEMICONDUCTORS: COMPANY SNAPSHOT                 214

FIGURE 62            TEXAS INSTRUMENTS INCORPORATED: COMPANY SNAPSHOT   220

FIGURE 63            RENESAS ELECTRONICS CORPORATION: COMPANY SNAPSHOT   226

FIGURE 64            QUALCOMM TECHNOLOGIES, INC.: COMPANY SNAPSHOT          232

FIGURE 65            NVIDIA CORPORATION: COMPANY SNAPSHOT                 235

FIGURE 66            SEMICONDUCTOR COMPONENTS INDUSTRIES, LLC: COMPANY SNAPSHOT         238

FIGURE 67            ANALOG DEVICES, INC.: COMPANY SNAPSHOT                 242

FIGURE 68            ROBERT BOSCH GMBH: COMPANY SNAPSHOT                 246

FIGURE 69            MICRON TECHNOLOGY, INC.: COMPANY SNAPSHOT          250

FIGURE 70            MICROCHIP TECHNOLOGY INC.: COMPANY SNAPSHOT          253

FIGURE 71            RESEARCH DESIGN         264

FIGURE 72            RESEARCH DESIGN MODEL         265

FIGURE 73            KEY INDUSTRY INSIGHTS             269

FIGURE 74            RESEARCH METHODOLOGY: HYPOTHESIS BUILDING           270

FIGURE 75            BOTTOM-UP APPROACH              271

FIGURE 76            TOP-DOWN APPROACH                271

FIGURE 77            DATA TRIANGULATION                272

FIGURE 78            GROWTH PROJECTIONS FROM DEMAND-SIDE DRIVERS               273