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Semiconductor trends in automotive – WEBCAST

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webcast - semicon trends in auto

Expected to reach $80.7B in 2027, the automotive semiconductor segment is going through disruptive transitions.

Electrification and Advanced Driver Assistance Systems (ADAS) will drive the semiconductor chip market from $44.1B in 2021 to $80.7B in 2027, a significant 11.1% Compound Annual Growth Rate (CAGR).
Electrification will require new types of substrates such as SiC, with a projected demand of 1.1 million SiC wafers in 2027. ADAS will use MicroController Units (MCUs) with cutting-edge silicon technology nodes as small as 16nm/10nm. Level 4 and 5 vehicle autonomy will drive demand for Dynamic Random Access Memory (DRAM) and computing power. These big technological changes also deeply affect the current automotive supply chain.
For electrification, vertical integration is becoming popular among car-making OEMs. It can be accomplished in multiple ways. One is full integration down to component level. One is system integration and subcontracting build-to-print parts. Another is strategic cooperation and direct investments with key component suppliers.
Players in the conventional automotive supply chain need to thoroughly examine their positions and transform to retain a competitive portfolio through joint ventures, mergers and acquisitions, new investments and divestments.
Although semiconductors are critical to the ongoing disruptive transition in the automotive industry, most players, whether OEMs or tier-1 part suppliers, do not yet have a well-defined strategy for semiconductors. Specific expertise in semiconductor technology and the supply chain, both internal and external, is urgently needed to prepare for the future.

This webcast will present these different topics as well as market data.

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