What Will Be the Impact of Tariffs on the 2025 Automotive Semiconductor Revenue Outlook?

The automotive semiconductor industry saw a 1.2% revenue decline in 2024 despite higher vehicle production. This report analyzes the 2025 revenue outlook and supply-demand balance.

The automotive semiconductor industry experienced a revenue decline in 2024 as Tier 1 and OEM customers worked through existing inventory. TechInsights' analysis shows that 2024 automotive semiconductor vendor revenues dropped by 1.2% year-over-year, despite a 9.5% increase in semiconductor consumption driven by vehicle production in the same year. This report looks at the 2025 automotive semiconductor revenue outlook and whether the supply-demand balance will be restored.