Overview

This report covers research on the localization of four major categories of automotive chips in the Chinese market: MCUs, power semiconductors, sensor chips, and communication chips. It offers both a judgment on the overall size of China's automotive semiconductor market and an in-depth analysis of the categories of above chips across multiple dimensions — including technology trends, commercialization progress, and localization opportunities. The report serves as an effective resource for industry practitioners to comprehensively understand the development of China's automotive semiconductor sector and benchmark against representative Chinese semiconductor companies.

What the Full Report Will Cover

The report combines quantitative analysis with forward-looking judgments on technology trajectories and localization opportunities. Specific topics include:

• Overall outlook for China's passenger vehicle market and sales forecast from 2025 to 2030.
• Overall market size projection for automotive semiconductors from 2025 to 2030.
• Forecast of average semiconductor value per vehicle differentiated by powertrain type.
• Projection of the overall localization rate of automotive semiconductors in China from 2025 to 2030.
• Mapping of the automotive semiconductor industry chain and representative enterprises across upstream, midstream, and downstream segments.
• In-depth analysis of each of the four major chip categories — covering market size, localization rate, architecture, technology roadmaps, localization opportunities, and representative Chinese chip companies.

Key Questions the Report Answers

• What is the five-year trajectory of China's automotive market? What are the market opportunities for new energy vehicles?
• Who are the representative enterprises across the upstream, midstream, and downstream segments of China's automotive semiconductor industry chain?
• What are the key localization challenges for each of the four major chip categories — MCUs, power semiconductors, sensor chips, and communication chips? What are the breakthrough opportunities for Chinese semiconductor companies?
• Which representative Chinese companies in these four semiconductor categories are worth watching — and why?

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