Analysis: 2025 Automotive Power Semiconductor Vendor Share

2025 automotive power semiconductor revenues fell to around $13.2B, led by Infineon, as IGBT and MOSFET weakened while SiC stayed resilient and GaN emerged.

TechInsights’ 2025 automotive power semiconductor vendor-share analysis shows that power semiconductor revenues declined to about $13.2 billion in 2025, even as the broader automotive semiconductor market returned to growth. Infineon remained the leading supplier, followed by STMicroelectronics and Bosch. The market’s most notable feature was the divergence across power technologies: conventional IGBT and MOSFET segments weakened, while SiC remained relatively resilient and GaN continued to emerge as a technology to watch. This reinforces that automotive power semiconductor competition is being shaped less by electrification momentum alone and more by suppliers’ alignment with the next phase of xEV platform evolution, cost pressures, and wide-bandgap adoption