自動車用半導体市場NXP、インフィニオン、NVIDIAが次世代車載エレクトロニクスを推進し、2036年までに市場規模は1490億米ドルに達する見込み
Infineon Technologies announced on September 8, 2026, a new automotive power management IC designed for high-voltage traction inverters in electric and hybrid vehicles. The OPTIREG TLE9744QK integrates power supply functions, resolver excitation, and a safety engine into a single device, symbolizing the industry trend towards more integrated semiconductor solutions as automotive electronics become more complex.
This development marks a structural growth phase for the automotive semiconductor market, driven by electrification, advanced driver-assistance systems (ADAS), connected cars, and software-defined vehicle architectures. Factmr estimates the market size to be US$77.2 billion in 2026, and is projected to reach US$149 billion by 2036 , with a compound annual growth rate of 6.8% .
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Automotive chips are becoming increasingly integrated into vehicle architectures.
Infineon's latest product trends reflect a broad shift in the automotive semiconductor market. Automakers and Tier 1 suppliers are increasingly adopting integrated circuits that combine processing, sensing, power management, and safety functions, rather than relying on multiple individual components.
Infineon also began mass production of the RASIC CTRX8188F 8Tx8Rx imaging radar MMIC in June 2026. This device is designed for centralized radar architectures and supports 4D and HD imaging radar applications, including Level 2 and Level 2+ ADAS systems.
In June, NXP announced the SAF8444 automotive radar SoC, following a similar direction. This SoC aims to bring Level 2 and Level 2+ ADAS processing on sensors to mainstream vehicle platforms, while also reducing system costs and facilitating integration, including for EV applications.
These developments indicate that semiconductor competition is moving beyond traditional microcontrollers and discrete components to chips designed specifically for particular vehicle architectures and workloads.
AI and ADAS are increasing the value of the amount of semiconductors installed in each vehicle.
Advanced driver-assistance systems are becoming a significant source of semiconductor demand. In March 2026, NVIDIA will expand its collaboration with Hyundai Motor Group and Kia Motors to support the deployment of Level 2+ autonomous driving and the development of Level 4 autonomous driving by combining software-defined vehicle functions, fleet data, and NVIDIA's high-speed computing.
NVIDIA is also expanding the DRIVE Hyperion ecosystem to a wide range of companies, including automakers, Tier 1 suppliers, and autonomous driving technology companies, accelerating the industry's shift towards a centralized computing platform for increasingly automated vehicles.
This trend increases the number and value of processors, sensors, memory devices, power management ICs, and connectivity components required per vehicle. It also creates long-term business opportunities for suppliers who can combine automotive-grade silicon with the software and safety features required by OEMs.
Infineon, NXP, NVIDIA, and TSMC are competing in the evolving semiconductor market.
Infineon maintains its position as a leading supplier across a wide range of areas, including automotive microcontrollers, power semiconductors, sensors, and connectivity components. In April 2026, based on TechInsights' 2025 market analysis, the company announced that it had maintained its global leadership in the automotive semiconductor market for the sixth consecutive year, with a market share of 36% for automotive microcontrollers.
NXP is strengthening its position in the automotive radar and processing sectors, while NVIDIA is targeting higher-value computing and autonomous driving workloads. TSMC remains a strategically important manufacturing partner for automotive semiconductor suppliers seeking advanced process capabilities.
Therefore, the competitive landscape is becoming more technology-focused. Suppliers need to balance computing performance with compliance with automotive standards, long product lifecycles, functional safety, cybersecurity, power efficiency, and supply reliability.
India and China offer the strongest growth opportunities.
India is projected to record the fastest growth rate among the countries surveyed by Factmr. Its compound annual growth rate (CAGR) from 2026 to 2036 is projected at 10.8%. The expansion of electric vehicle (EV) manufacturing, efforts toward domestic semiconductor production, and improvements in electronics manufacturing capabilities are supporting domestic demand for automotive chips.
China is expected to grow 10.4% , supported by its large EV production base and domestic semiconductor development. The US is expected to grow 9.9% , driven by advanced vehicle technology, investment in electric vehicles, and domestic semiconductor production capacity.
Japan's figure is 9.5%, supported by hybrid vehicle production and innovation in automotive sensors, while Germany and Australia are at 9.0% and 8.9% , respectively.
Analyst's opinion
Shambhu Nath Jha, principal consultant at Factmr, says the strongest market opportunities are the demand for semiconductors driven by EVs, the proliferation of ADAS, and the transformation of the automotive supply chain as vehicle architectures become increasingly electronic and software-defined.
Market Overview
- Market value in 2026: US$77.2 billion
- Projected value for 2036: US$149 billion
- Compound annual growth rate (CAGR) from 2026 to 2036: 6.8%
- Absolute dollar investment opportunity: US$71.8 billion
- Logic IC market share in 2026: Approximately 33%
- Passenger car market share in 2026: Approximately 70%
Electrification is changing the bill of materials for semiconductors.
Electric vehicles (EVs) require semiconductor components in a wide range of areas, including battery management systems, power electronics, traction inverters, charging systems, thermal management, and in-vehicle computing. As EV adoption increases, the amount of semiconductors used per vehicle will increase, even if the overall growth in vehicle production slows down.
ADAS is one of the structural demand channels. Radar, camera processing, sensor fusion, and real-time decision-making require increasingly high-performance processors and sensing components.
At the same time, the localization of supply chains is becoming strategically important. Automakers and semiconductor companies are seeking to increase manufacturing capacity and regional sourcing options to mitigate the disruption caused by the concentration of chip manufacturing sites in a limited number of locations.
The main constraint is that advanced automotive chips require long certification and verification cycles. Production capacity limitations, supply chain risks, and price pressures in the low-priced vehicle segment may prevent semiconductor demand from directly translating into equivalent revenue growth.
Competitive environment
The automotive semiconductor market includes global chip manufacturers and specialized suppliers that serve OEMs and Tier 1 manufacturers. Among the companies covered in Factmr's research are NXP Semiconductors, Infineon Technologies, NVIDIA, Texas Instruments, Qualcomm, Intel, Broadcom, TSMC, Samsung Semiconductors, Micron Technology, and ASE Technology .
Established suppliers greatly benefit from long-term orders in automotive design because replacing certified semiconductors after vehicle production has begun can require extensive verification and engineering work. This increases customer retention and highlights the importance of reliability and long-term supply chains.
Competition is increasingly shifting towards integrated platforms. As OEMs move from distributed electronic control units to centralized, zoned vehicle architectures, suppliers who can integrate processing, sensing, power management, connectivity, and software support will have a significant advantage.
Read the full research report: https://www.factmr.com/report/automotive-semiconductor-market
About the Automotive Semiconductor Market Report
Factmar's automotive semiconductor market study assesses global demand from 2026 to 2036, broken down by component, vehicle type, application, and region. The report covers processors, memory devices, logic ICs, optical components, sensor components, analog ICs, and discrete devices in passenger cars, light commercial vehicles, and heavy commercial vehicles.
This study also examines semiconductor demand in various architectures such as electric vehicles, hybrid vehicles, and internal combustion engine vehicles, and analyzes trends in electrification, the introduction of advanced driver-assistance systems (ADAS), connected cars, domestic semiconductor production, and automobile production.
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https://sites.google.com/view/industryresearchinsights/latest-reports/asset-performance-management-market About Factmr Factmr is a global market research and consulting firm that provides reliable insights and strategic intelligence trusted by Fortune 500 companies and startups. With offices in the United States, the United Kingdom, India, and Dubai, Factmr provides data-driven research and customized consulting solutions in more than 30 industries and more than 1,000 markets. Backed by deep expertise and advanced analytics, Factmr helps organizations discover opportunities, mitigate risks, and make informed decisions for sustainable growth.
