EV powertrain (SiC/IGBT), ADAS/AD compute and sensing, in-vehicle networking and SerDes, zonal/domain controllers, infotainment, body and chassis electronics.
Reviewed
The whole review: analysis, cited facts and live Hub data, chapter by chapter.
Where this sits in the chip lifecycle: Automotive and safety-critical lifecycle, Automotive SPICE process and assessment lifecycle, Vehicle cybersecurity and software update lifecycle.
Work in progressNo company is tagged to this market yet. If yours serves it, add your company or suggest a company.
A governed editorial assessment on public data, never market research or investment advice. Weights and scores are admin-editable with full version history.
Basis: ≈10% of demand and rising with EV/SDV content growth. The 2021–22 shortage made automotive the emblem of supply-chain criticality; longest qualification cycles (AEC-Q, functional safety) deepen supplier lock-in; the ecosystem (OEM → Tier-1 → Tier-2 → foundry) is the broadest of any segment.
Each criterion of the editorial assessment, scored out of 5. The weights are listed above.
Surfaces the newest published news tagged to Automotive & mobility, with routes to the Markets and Policy section, trending stories and the full filtered news feed.
Features approved expert profiles tagged to Automotive & mobility with their headlines, plus shortcuts to ask the Hub a question or find a mentor.
Maps the standards that matter to Automotive & mobility as a roadmap, with governing body, current version and what each enables, so you know which specifications to track.
Explains how the Automotive & mobility score is built, which analysis is editorial rather than independently sourced, and points to the revision history and data changelog.
The rank and composite score above come from six weighted, admin-editable criteria (Strategic context, above): a governed platform editorial assessment on public data, never market research, a forecast, or investment advice.
Battlegrounds, chokepoints, geography, buyer archetypes and design constraints on this page are the same: platform editorial analysis. No external source is cited for them today: nothing on this page states a specific figure as independently reported unless a source is linked directly next to it (e.g. a standard's governing body, a tender's buyer).
| Item | Score out of 5 |
|---|---|
| Strategic importance | 5/5 |
| Sovereignty salience | 4/5 |
| Supply-chain criticality | 5/5 |
| Ecosystem breadth | 5/5 |
| Market size & growth | 4/5 |
| Talent demand | 4/5 |
Weighted composite of every active market, highest first. Automotive & mobility is rank 2 of 14.
| Item | Composite score |
|---|---|
| Data center, AI & cloud infrastructure | 4.85 |
| Automotive & mobility | 4.60 |
| Industrial automation & energy | 4.15 |
| Defense, aerospace & space | 3.98 |
| Communications & network infrastructure | 3.85 |
| Smartphones & mobile devices | 3.80 |
| Robotics & autonomous systems | 3.33 |
| Medical devices & life sciences | 3.25 |
| Secure identity, payments & critical IT |
Names what could break supply or demand in Automotive & mobility, with severity, who controls each point, its current state and the signal to watch.
What could break supply or demand in this market. Platform editorial assessment.
SiC MOSFETs are replacing silicon IGBTs in electric-vehicle inverters, with the largest gain on 800 V platforms. Source: McKinsey on Semiconductors, No. 9, March 2024, pp. 46, 48.
| 3.10 |
| IoT & smart edge | 3.07 |
|---|
| Compute clients (PCs, tablets, workstations) | 3.00 |
|---|
| Quantum, HPC research & scientific instruments | 2.98 |
|---|
| Consumer electronics & wearables | 2.95 |
|---|
| Agriculture, climate & sustainability tech | 2.25 |
|---|