Yole sees dramatic changes for automotive chip industry

September 16, 2021 // By Christoph Hammerschmidt
Yole sees dramatic changes for automotive chip industry
The car industry is going through a very fundamental transformation. Suppliers - including semiconductor manufacturers - are not getting off unscathed. The technology analysis firm Yole Développement sees major challenges ahead for the industry.

First, it's good news: the value of semiconductor content per car will increase, and significantly, due to concepts such as software-defined car, automated driving and connected vehicle. For the period up to 2026, Yole analysts forecast a CAGR of 14.75%. The value of semiconductors, at the chip level, in cars will grow from US$34.4 billion in 2020 to US$78.5 billion in 2026,” asserts Eric Mounier, PhD, Director of Market Research at Yole Développement (Yole). The largest growth will be in EVs due to the major shift to electrification.

Accoding to the market researchers, a car has today, on average, US$450 worth of semiconductors. In 2026, it will be US$700. Automotive developments are driven by technological developments for C.A.S.E. (Connectivity, ADAS, Sharing, and Electrification) Yole’s analysts have estimated the C.A.S.E. related electronics modules market evolution to be:

 • Connectivity: from almost US$33 billion in 2020 to almost US$55 billion in 2026, with 14.55% CAGR2020-2026

• ADAS will reach more than US$60 billion in 2026 with 6.50% CAGR2020-2026

• Sharing will reach about US$3 billion in 2026 with 10.39% CAGR2020-2026

• Electrification will reach US$28,804 million in 2026, with 53.45% CAGR2020-2026

• In 2035, C.A.S.E. will be a US$318 billion market.

In this context, the Yole analysts have identified a number of technology trends for each of these segments. In the area of connectivity, the market watchers believe that future V2X communication platforms for 5G implementation are being designed today, and solutions are expected for 2024. In the meantime, initial solutions are starting to appear with dual-4G and forward-compatible 5G capabilities.

For the ADAS segment (which includes the somewhat more wider term “automation of driving”), Cole expects that radars and cameras are the main sensors used by OEMs as they are quite performant and relatively cheap. For a few years, lidar sensors have been slowly entering the automotive industry to provide more automated driving functions.

Sharing vehicles also creates new use cases


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