← 產業報告目錄
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
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報告摘要
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.
“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.
“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.
“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.
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
目錄 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
圖表清單 List of Tables & Figures
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
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
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