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DRAMeXchange 市场情报服务：汽车 SoC/记忆体
年间契约型资讯服务
商品编码
1883061

DRAMeXchange 市场情报服务：汽车 SoC/记忆体

DRAMeXchange Market Intelligence Service - Automotive SoC/ Memory
出版日期: 年间契约型资讯服务 | 出版商: TrendForce | 英文

价格
简介目录

本报告充分利用了 TrendForce 在记忆体产业的专业知识，并扩展了其在汽车领域的深入研究和分析。

主要亮点：

  • 2025 年第三季度，受多种因素影响，各类别和地区的电动车销量均有所成长。预计 2025 年第四季（汽车製造商通常会加大销售力度的最后一季）整体销售也将有所成长。预计 2025 年新能源车销量将年增 25.4%，达到 2.043 亿辆，市占率为 22.4%。
  • 儘管中国市场在 2026 年可能会继续实施购车补贴政策，但预算资源和附加条件将有所不同。 鑑于这些关键市场趋势，预计电动车销量将在2026年持续成长。
  • NVIDIA在ADAS领域持续保持主导地位，尤其是在中国品牌的海外市场以及非中国品牌的高阶车款市场。高通近期积极拓展中国市场，瞄准高阶区隔市场，但NVIDIA仍维持最大的市占率。
  • 在车载资讯娱乐系统（IVI）领域，高通占约50%的市场占有率，但出于成本考虑，瑞萨电子、意法半导体和恩智浦半导体等品牌仍然是汽车製造商的选择。
  • 车载资讯娱乐系统（IVI）仍然是汽车记忆体需求的最大来源。随着资讯娱乐系统规格的日益复杂，DRAM主要针对4GB/8GB市场，而NAND快闪记忆体则涵盖了从4GB到32GB的广泛容量，以满足主流应用的需求。

目录

  • 索引
  • 附录
  • 全球汽车出货量（依类型划分）
  • 全球电动车出货量（依地区划分）
  • 全球汽车ADAS/自动驾驶SoC出货量
  • 全球汽车座舱/IVI/集群SoC出货量
  • 座舱/IVI/集群系统DRAM密度
  • DRAM产品组合
  • ADAS/ADAS用NAND快闪记忆体容量
  • IVI/丛集系统用NAND快闪记忆体容量
  • NAND快闪记忆体产品组合
  • 汽车记忆体消耗
简介目录

This report leverages TrendForce's expertise in the memory industry, as well as extends its in-depth research and analysis on the automotive sector.

Key Highlights:

  • EVs, regardless of category, have grown in 3Q25 among various regions under different factors. It remains possible for overall sales to ascend in 4Q25 as it is the final period of the year for automakers to surge in sales. NEV sales are projected at 204.3 million units for 2025 at a YoY growth of 25.4%, with a market share of 22.4%.
  • The Chinese market is still relatively likely to retain its purchase subsidy in 2026, though the difference lies on the sources of budgets and restrictions of conditions. From the guidance of such mainstream market, sales of electrified vehicles would continue to increase throughout 2026.
  • NVIDIA remains significantly advantageous in the ADAS field, especially for overseas markets of Chinese brands and high-end models of non-Chinese brands. Qualcomm has been expanding aggressively in the Chinese market recently, and targeting the high-end sector, but NVIDIA retains the largest ratio.
  • For the IVI field, Qualcomm accounts for nearly 50% of market share, but Renesas, ST, and NXP are still available brands for automakers under the consideration of cost.
  • IVI remains as the largest source of demand among automotive memory. With the upgrades of infotainment specifications, DRAM is focused on 4/8GB, whereas NAND Flash spans across a wider spectrum from 4GB to 32GB for mainstream applications.

Table of Contents

  • Index
  • Appendix
  • Global Vehicles Shipment by Type
  • Global Electric Vehicles Shipment by Region
  • Global Vehicles ADAS / Automated Driving SoC Shipment
  • Global Vehicles Cockpit / IVI / Cluster SoC Shipment
  • DRAM Density for Cockpit/ IVI/ Cluster System
  • DRAM Density for Cockpit/ IVI/ Cluster System
  • DRAM Product Mix
  • NAND Flash Capacity for AD/ADAS
  • NAND Flash Capacity for IVI/Cluster System
  • NAND Flash Product Mix
  • Automotive Memory Consumption