Source page: McKinsey & Company
Commentary
Auto chip market accelerates
Automotive | Semiconductors | Technology
July 31, 2024 – The automotive compute unit market is expected to grow from $96 billion in 2023 to $148 billion in 2030, according to partner Johannes Deichmann and coauthors. This growth will be dominated by increased demand for safety and advanced driver assistance systems and by infotainment units, with expected CAGRs of 22 percent and 6 percent, respectively. Other growth areas result from new chip configurations: by 2030, zonal controllers will be an estimated $3 billion market and centralized compute units an estimated $8 billion.
To read the article, see “Advanced semiconductors for the era of centralized E/E architectures,” June 19, 2024.
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Visual form
Two-period stacked block comparison.
Layout / body structure
The visual places a 2023 block on the left and a 2030 block on the right, with a CAGR callout in the middle, so the reader compares market size and segment mix across the two endpoints rather than tracing an annual line.
What is being compared
It compares the size and composition of the automotive compute unit market in 2023 versus the projected market in 2030 across domain segments such as infotainment, body, powertrain, chassis, safety and advanced driver assistance systems, centralized compute units, and zonal controllers.
Measurement system
The total market values are measured in billions of dollars, the segment labels show dollar values inside each block, and the center annotation summarizes the overall 2023-30 CAGR at plus 6 percent.
Visible structure inside the graphic
Each year is shown as a tall stacked rectangle, with larger segments taking more space, dark blue blocks dominating infotainment and body, gray marking chassis and zonal controllers, and lighter blue highlighting safety and ADAS plus centralized compute units.
Main takeaway from the visual
The chart shows both market expansion and a mix shift: the overall compute unit market gets much larger by 2030, and safety and advanced driver assistance systems take a far bigger share of the total while infotainment remains the largest single block.
Key standout values or extremes
The total market rises from $96 billion in 2023 to $148 billion in 2030; infotainment grows from 31 to 46, safety and ADAS jumps from 9 to 37, body edges from 30 to 31, centralized compute units rises from 1 to 8, zonal controllers appears at 3, and powertrain declines from 16 to 12.
Controls / sequence, when applicable
This is a static chart image with no in-chart controls to operate.
Companion media, when applicable
There is no separate companion audio or video; the chart image is the full visual on this page.