From Volts to TOPS: Mapping the $130B automotive semiconductor opportunity

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From Volts to TOPS: Mapping the $130B automotive semiconductor opportunity

Event: AutoSens Europe

| Session date: Thursday 9th October

Session date: Thursday 9th October

, 2025

Hear from:

Pierrick Boulay

Senior Analyst - Automotive Semiconductor,

Yole Intelligence

Pierrick Boulay

Senior Analyst - Automotive Semiconductor,

Yole Intelligence

Automotive-semiconductor revenue is on track to nearly double to around $130 billion by 2030 even though car sales growth will remain modest. The surge is powered by three trends: electrified powertrains that adopt SiC and GaN devices for 800V- 1,000V architectures; new safety rules that push affordable ADAS in every car model and 5nm zone controllers that are emerging; and phone-like cockpits hungry for bandwidth, memory and AI compute. Five long-time suppliers still capture roughly half the market, but U.S. compute specialists, fast-rising Chinese fabs and chip-making carmakers are closing the gap fast.