Narrative: Infotainment and Telematics Systems and Semiconductors Forecast 2025 Q2

Stay informed on AIT market trends — see how tariff uncertainties impact demand, with AIT system production set to grow 2% and semiconductor revenues 5% in 2025.

Continued uncertainty around US tariff policies and their impact on the global economy are the dominant factors impacting automotive infotainment and telematics (AIT) systems and semiconductor demand from vehicle output in this update. Despite these challenges, AIT system demand from vehicle production is forecast to grow 2% in 2025 (for the combination of OEM and Aftermarket systems). Increased semiconductor revenues per AIT system result in a 5% growth in AIT semiconductor revenues in 2025. These growth rates are based on the current base vehicle production forecast.