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2020 was a bleak year for the automotive industry. This update shows a forecast recovery in 2021, but with two key risk factors remaining: a resurgence of COVID-19 and shortages of semiconductors. Our "Standard" scenario assumes that neither of these have a strong negative impact on 2021 and beyond. Strategy Analytics thus expects electronic system dollar content per vehicle will increase at a CAAGR of 11.8% over 2020 to 2025.  This is well ahead of vehicle production growth, ands centred mainly on ADAS and electrification.  Three additional scenarios can be explored in the "Main Data Tables".  These examine the likely impact of either a significant semiconductor shortage or a resurgence of COVID-19, as well as a more optimistic scenario.

This report details and quantifies the market growth of over 100 automotive systems out to 2027, highlighting the key systems, regions, vehicle segments and OEMs that are driving the market. It contains the Main Data Tables for the Automotive Electronics System Demand Forecast in Excel format, with pre-built summary tables providing a detailed view of the data. 

• Cover Page
• Key Point Conclusions
• Index Page
• Alternative Scenarios
• Scenario Overview
• World k Units
• World System M$
• World ECU M$
• World System ASPs $
• World ECU ASPs $
• World by Segment
• World Penetration %
• NA k Units
• NA System M$
• NA ECU M$
• NA System ASPs $
• NA ECU ASPs $
• NA by Segment
• NA Penetration %
• Japan k Units
• Japan System M$
• Japan ECU M$
• Japan System ASPs $
• Japan ECU ASPs $
• Japan by Segment
• Japan Penetration %
• Europe k Units
• Europe System M$
• Europe ECU M$
• Europe System ASPs $
• Europe ECU ASPs $
• Europe by Segment
• Europe Penetration %
• Russia k Units
• Russia System M$
• Russia ECU M$
• Russia System ASPs $
• Russia ECU ASPs $
• Russia by Segment
• Russia Penetration %
• South Korea k Units
• South Korea System M$
• South Korea ECU M$
• South Korea System ASPs $
• South Korea ECU ASPs $
• South Korea by Segment
• South Korea Penetration %
• China k Units
• China System M$
• China ECU M$
• China System ASPs $
• China ECU ASPs $
• China by Segment
• China Penetration %
• India k Units
• India System M$
• India ECU M$
• India System ASPs $
• India ECU ASPs $
• India by Segment
• India Penetration %
• Brazil k Units
• Brazil System M$
• Brazil ECU M$
• Brazil System ASPs $
• Brazil ECU ASPs $
• Brazil by Segment
• Brazil Penetration %
• Thailand k Units
• Thailand System M$
• Thailand ECU M$
• Thailand System ASPs $
• Thailand ECU ASPs $
• Thailand by Segment
• Thailand Penetration %
• ROW k Units
• ROW System M$
• ROW ECU M$
• ROW System ASPs $
• ROW ECU ASPs $
• ROW by Segment
• ROW Penetration %
• Vehicle Production
• Methodology
• Segment Examples
• Sector Examples
• System Definitions