Narrative: 2026 Q1 Automotive Semiconductor Demand 2023 to 2032

TechInsights updates its auto semiconductor demand outlook as memory shortages and supply‑chain politics reshape growth drivers across regions and vehicle domains.

The latest TechInsights Automotive Semiconductor Demand forecast has now been published as an Online Data Report (ODR). This Narrative looks at the key changes in this update, which has been heavily impacted by memory shortages and uncertainty stemming from the politicization of the automotive semiconductor supply chain. It identifies the key growth drivers for semiconductor consumption from vehicles produced across the varying regions and the key automotive domains and applications that will drive semiconductor demand for processor, power, memory, linear, and other semiconductor components.