Narrative: 2024 Q4 Automotive Semiconductor TAM by OEM Group
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This market forecast report shows that Jianghuai Automotive will be the fastest growing OEM for automotive semiconductor demand, with a CAGR of 32% expected over 2023 to 2028. However, BYD will gain the most share of demand. Toyota Group is currently the largest single customer for semiconductors but is expected to lose its crown to Volkswagen Group in 2026. However, both will see semiconductor demand grow more slowly than the overall market average. No large American, European, Japanese or Korean OEM appears in any of the top ten growth charts in this analysis. This report details how automotive semiconductor demand will split out by each major carmaker group, application domain and semiconductor family.
