Forecast: 2026 Q2 Automotive Semiconductor TAM by OEM Group

This report details how automotive semiconductor demand will split out by each major carmaker group, application domain and semiconductor type.

This market forecast report shows that Rivian will be the fastest-growing OEM for automotive semiconductor demand, with a CAGR of 40% expected from 2025 to 2030. Stellantis will gain the most share of demand. Toyota Group is the largest single consumer of semiconductors, and is now expected to keep that crown throughout the forecast. This report details how automotive semiconductor demand will split out by each major carmaker group, application domain (ADAS, Body, Chassis, Conv. Engine Control, Conv. Safety, Driver Info, HEV/EV, Transmission, Zonal) and semiconductor type (ASIC, Linear, Memory, Opto, Power, Processor, Sensor, Small-signal, Others).