Narrative: 2025 Q3 Automotive Semiconductor TAM by OEM Group

Analysis of fastest and slowest growing automakers in semiconductor demand, as architectures shift to centralized high-performance platforms.

This analysis explores which automakers will be the fastest and slowest growing end-users of automotive semiconductors. It highlights the impact that architecture change is having on the market, as demand starts to shift from discrete ECUs and domain controllers to more centralized high performance computing platforms. This analysis also examines how the top-ranking OEMs will spread their semiconductor usage across both vehicle domains (e.g., HEV/EV, ADAS, Zonal) and semiconductor device types (e.g., processor, memory, power). Links to the full dataset are provided to allow further analysis.