This is an unscheduled forecast update from Strategy Analytics, due to the rapid changes in the underlying vehicle production outlook.
The outlook for 2020 is now bleak, with light vehicle production expected to fall by over 20% from 2019 levels, with the resultant automotive semiconductor market expected to decline by almost 13% year-on-year. Longer term growth will be underpinned by electrified powertrains and continued demand for ADAS.
This data forecast provides the latest metrics identifying size and growth rate of the future semiconductor demand total across the Powertrain, Body, Chassis, Safety, and Driver Information application domains for the main light vehicle producing regions: North America, Japan, Europe, Russia, South Korea, China, India, Brazil, Thailand and ROW.
Table of Contents
Introduction
Forecast Changes
Key Point Conclusions
Alternative Scenarios
System Overview
World Semiconductor Overview
N.America
Japan
Europe
S.Korea
Brazil
Russia
India
China
Thailand
ROW
Processor M$: (MCU & MPU/DSP/SoC)
Processor MU: (MCU & MPU/DSP/SoC)
Memory M$
Memory MU
Power $M
Power MU
Linear $M
Linear MU
ASIC $M
ASIC MU
Opto $M
Opto MU
Others $M
Small Sig. Discretes $M
Sensors
Graphs
ASPs
$M Pivot
Unit Pivot (000s)
Vehicle Production
Device Definitions