Gartner Research

Forecast Analysis: Semiconductor Design TAM, by Application and Region

Published: 06 September 2022

Summary

The uncertainty of global political issues and pandemic impacts will lead to the restructuring of the traditional global semiconductor design market. India and Taiwan will have faster growth rates that benefit from the electronics manufacturing supply chain moving out of China.

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Overview

Forecast Assumptions
  • By 2026, Chinese automotive Tier 1 vendors will have significant market share growth in the infotainment and EV/hybrid EV segment,with a 30.4% CAGR from 2022 through 2026.

  • By 2026, Taiwanese ODM companies will increase their entry-level server market share to 45%, up from 34% in 2021.

  • From 2021 through 2026, Emerging Asia/Pacific (excluding China) will experience a nearly 8% annual semiconductor design TAM growth, leading the growth rate worldwide from 2021.

Market Impacts
  • To secure the chip supply and enhance the product differentiations, emerging Chinese auto Tier 1 vendors such as BYD, ECARX and Huaweistarted to invest in chip development

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