Narrative: 2025 Q4 Global xEV Demand Outlook 2023 to 2032

Get key insights from the latest xEV Demand Forecast, showing how tariffs and vendor shifts influence EV growth and semiconductor demand.

The latest TechInsights xEV System, Semiconductor, and Sensor Demand Forecast has been published as an Online Data Report (ODR). This summary outlines the key updates, shaped largely by the uncertainty around U.S. trade tariffs and strategic shifts among semiconductor vendors. It emphasizes the main growth factors for semiconductor and sensor use in electric vehicles across key regions and identifies the powertrain architectures, including BEV, PHEV, and HEV, that will influence future demand for processors, power devices, memory, linear components, and other semiconductor types.