Narrative: 2025 Q3 Automotive Semiconductor TAM by Powertrain Type

See which vehicle types drive semiconductor growth and how demand shifts with centralized computing.

This analysis explores which vehicle types (Conventional, mild-hybrid, full-hybrid, plug-in hybrid, battery electric and fuel cell) will be the fastest and slowest growing markets for 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 demand across vehicle domains (e.g., HEV/EV, ADAS, Zonal) and semiconductor device types (e.g., processor, memory, power) splits out by vehicle powertrain type. Links to the full dataset are provided to allow further analysis.