자동차용 메모리 반도체 시장 : 기회, 성장 요인, 업계 동향 분석 및 예측(2025-2034년)

The Global Automotive Memory Semiconductors Market was valued at USD 8.2 million in 2024 and is estimated to grow at a CAGR of 12.5% to reach USD 26.5 million by 2034.

The rising adoption of advanced driver-assistance systems (ADAS) and autonomous driving technologies is fueling demand for high-performance automotive memory semiconductors. These systems require instantaneous processing of massive amounts of data from sensors, cameras, LiDAR, and radar units, creating a strong need for fast, reliable memory solutions. DRAM and NAND flash are crucial for enabling rapid storage, transfer, and analysis within complex computing platforms. As vehicles evolve toward higher automation, memory with larger capacity, low latency, and long-term endurance is becoming increasingly critical. The shift to electric and hybrid vehicles (EVs and HEVs) is further driving growth, as sophisticated electronic control units (ECUs) and battery management systems demand advanced memory for monitoring energy usage, performance, and safety. Memory components like NOR flash, NAND, and DRAM support real-time communication between sensors, powertrains, and control modules to optimize efficiency and stability.

The NAND flash and managed storage segment was valued at USD 3.2 million in 2024. Volatile memory types, including DRAM and SRAM, are essential for high-speed processing in ADAS, infotainment, and autonomous driving applications. Automakers are increasingly deploying DRAM and SRAM to handle real-time sensor data and AI-driven functions, fueling demand across next-generation vehicle platforms.

The internal combustion engine (ICE) vehicles segment generated USD 3.5 million in 2024. Traditional vehicles continue to require memory for ECUs, infotainment, and safety systems. The incorporation of ADAS, telematics, and connected vehicle features increases memory demands for real-time data processing, storage, and monitoring, sustaining the need for DRAM, SRAM, and flash solutions.

United States Automotive Memory Semiconductors Market reached USD 2.2 million in 2024 with a CAGR of 13% through 2034. Growth is driven by the adoption of EVs, connected vehicles, and ADAS. Government programs, including the CHIPS Act, promote domestic semiconductor production, enhance supply chain resilience, and stimulate innovation in automotive-grade memory. Opportunities include collaborations between OEMs and semiconductor manufacturers to develop scalable, energy-efficient memory solutions for EVs, autonomous vehicles, and over-the-air update-enabled systems.

Prominent Automotive Memory Semiconductors Market participants include Analog Devices, Inc., Applied Materials, Inc., Denso, L&T Semiconductor Technologies, Macronix International Co., Ltd., Microchip Technology Inc., NXP Semiconductors N.V., OmniVision, ON Semiconductor (onsemi), Robert Bosch GmbH, ROHM Co., Ltd., Semiconductor Components Industries, LLC, Tongfu Microelectronics (TFME), Toshiba, and Valens Semiconductor. Key strategies adopted by companies in the Global Automotive Memory Semiconductors Market include forging strategic partnerships with automakers to co-develop tailored memory solutions, pursuing mergers and acquisitions to broaden technology portfolios, and investing heavily in R&D for high-capacity, low-latency, and energy-efficient memory. Firms are also scaling up production facilities, improving supply chain resilience, and localizing semiconductor manufacturing.

Table of Contents

Chapter 1 Methodology and Scope

• 1.1 Market scope and definition
• 1.2 Research design
  • 1.2.1 Research approach
  • 1.2.2 Data collection methods
• 1.3 Data mining sources
  • 1.3.1 Global
  • 1.3.2 Regional/Country
• 1.4 Base estimates and calculations
  • 1.4.1 Base year calculation
  • 1.4.2 Key trends for market estimation
• 1.5 Primary research and validation
  • 1.5.1 Primary sources
• 1.6 Forecast model
• 1.7 Research assumptions and limitations

Chapter 2 Executive Summary

• 2.1 Industry snapshot
• 2.2 Key market trends
  • 2.2.1 Packaging type trends
  • 2.2.2 Material trends
  • 2.2.3 Application trends
  • 2.2.4 Regional
• 2.3 TAM Analysis, 2025-2034 (USD Billion)
• 2.4 CXO perspective: Strategic imperatives
  • 2.4.1 Executive decision points
  • 2.4.2 critical success factors
• 2.5 Future outlook and strategic recommendations

Chapter 3 Industry Insights

• 3.1 Industry ecosystem analysis
  • 3.1.1 Supplier Landscape
  • 3.1.2 Profit Margin
  • 3.1.3 Cost structure
  • 3.1.4 Value addition at each stage
  • 3.1.5 Factor affecting the value chain
  • 3.1.6 Disruptions
• 3.2 Industry impact forces
  • 3.2.1 Growth drivers
    • 3.2.1.1 Rising adoption of Advanced Driver Assistance Systems (ADAS) and autonomous driving
    • 3.2.1.2 Growing vehicle electrification (EVs and HEVs)
    • 3.2.1.3 Integration of infotainment and connected car systems
    • 3.2.1.4 Advancements in automotive-grade memory
    • 3.2.1.5 Expansion of vehicle-to-everything (V2X) communication
  • 3.2.2 Industry pitfalls and challenges
    • 3.2.2.1 High manufacturing and qualification costs of automotive-grade semiconductors
    • 3.2.2.2 Rapid technology evolution
• 3.3 Growth potential analysis
• 3.4 Regulatory landscape
  • 3.4.1 North America
  • 3.4.2 Europe
  • 3.4.3 Asia Pacific
  • 3.4.4 Latin America
  • 3.4.5 Middle East & Africa
• 3.5 Porter's analysis
• 3.6 PESTEL analysis
• 3.7 Technology and innovation landscape
  • 3.7.1 Current technological trends
  • 3.7.2 Emerging technologies
• 3.8 Price trends
  • 3.8.1 Historical price analysis (2021-2024)
  • 3.8.2 Price trend drivers
  • 3.8.3 Regional price variations
  • 3.8.4 Price forecast (2025-2034)
• 3.9 Pricing strategies
• 3.10 Emerging business models
• 3.11 Compliance requirements
• 3.12 Sustainability measures
  • 3.12.1 Sustainable materials assessment
  • 3.12.2 Carbon footprint analysis
  • 3.12.3 Circular economy implementation
  • 3.12.4 Sustainability certifications and standards
  • 3.12.5 Sustainability ROI analysis
• 3.13 Global consumer sentiment analysis
• 3.14 Patent analysis

Chapter 4 Competitive Landscape, 2024

• 4.1 Introduction
• 4.2 Company market share analysis
  • 4.2.1 By region
    • 4.2.1.1 North America
    • 4.2.1.2 Europe
    • 4.2.1.3 Asia Pacific
    • 4.2.1.4 Latin America
    • 4.2.1.5 Middle East & Africa
  • 4.2.2 Market Concentration Analysis
• 4.3 Competitive benchmarking of key players
  • 4.3.1 Financial performance comparison
    • 4.3.1.1 Revenue
    • 4.3.1.2 Profit margin
    • 4.3.1.3 R&D
  • 4.3.2 Product portfolio comparison
    • 4.3.2.1 Product range breadth
    • 4.3.2.2 Technology
    • 4.3.2.3 Innovation
  • 4.3.3 Geographic presence comparison
    • 4.3.3.1 Global footprint analysis
    • 4.3.3.2 Service network coverage
    • 4.3.3.3 Market penetration by region
  • 4.3.4 Competitive positioning matrix
    • 4.3.4.1 Leaders
    • 4.3.4.2 Challengers
    • 4.3.4.3 Followers
    • 4.3.4.4 Niche players
  • 4.3.5 Strategic outlook matrix
• 4.4 Key developments, 2021-2024
  • 4.4.1 Mergers and acquisitions
  • 4.4.2 Partnerships and collaborations
  • 4.4.3 Technological advancements
  • 4.4.4 Expansion and investment strategies
  • 4.4.5 Sustainability initiatives
  • 4.4.6 Digital transformation initiatives
• 4.5 Emerging/ startup competitors landscape

Chapter 5 Market Estimates and Forecast, By Memory Type, 2021 - 2034 (USD Million)

• 5.1 Key trends
• 5.2 Volatile Memory (DRAM/SRAM)
• 5.3 NOR flash memory
• 5.4 NAND flash & managed storage
• 5.5 Emerging non-volatile memory

Chapter 6 Market Estimates and Forecast, By Vehicle Type, 2021 - 2034 (USD Million)

• 6.1 Key trends
• 6.2 Internal Combustion Engine (ICE) Vehicles
• 6.3 Hybrid Electric Vehicles (HEV)
• 6.4 Battery Electric Vehicles (BEV)
• 6.5 Autonomous vehicles

Chapter 7 Market Estimates and Forecast, By Application, 2021 - 2034 (USD Million)

• 7.1 Key trends
• 7.2 Advanced Driver Assistance Systems (ADAS)
• 7.3 Infotainment & connectivity
• 7.4 Powertrain & engine control
• 7.5 Body electronics & instrument clusters
• 7.6 Others

Chapter 8 Market Estimates and Forecast, By End Use, 2021 - 2034 (USD Million)

• 8.1 Key trends
• 8.2 Original Equipment Manufacturers (OEMs) SIA
• 8.3 Tier-1 automotive suppliers SEMI
• 8.4 Memory module manufacturers JEDEC
• 8.5 Electronic Control Unit (ECU) manufacturers AEC
• 8.6 Others

Chapter 9 Market Estimates and Forecast, By Region, 2021 - 2034 (USD Million)

• 9.1 Key trends
• 9.2 North America
  • 9.2.1 U.S.
  • 9.2.2 Canada
• 9.3 Europe
  • 9.3.1 Germany
  • 9.3.2 UK
  • 9.3.3 France
  • 9.3.4 Spain
  • 9.3.5 Italy
  • 9.3.6 Netherlands
• 9.4 Asia Pacific
  • 9.4.1 China
  • 9.4.2 India
  • 9.4.3 Japan
  • 9.4.4 Australia
  • 9.4.5 South Korea
• 9.5 Latin America
  • 9.5.1 Brazil
  • 9.5.2 Mexico
  • 9.5.3 Argentina
• 9.6 Middle East and Africa
  • 9.6.1 Saudi Arabia
  • 9.6.2 South Africa
  • 9.6.3 UAE

Chapter 10 Company Profiles

• 10.1 Analog Devices, Inc.
• 10.2 Applied Materials, Inc.
• 10.3 Denso
• 10.4 L&T Semiconductor Technologies
• 10.5 Macronix International Co., Ltd.
• 10.6 Microchip Technology Inc.
• 10.7 NXP Semiconductors N.V.
• 10.8 OmniVision
• 10.9 ON Semiconductor (onsemi)
• 10.10 Robert Bosch GmbH
• 10.11 ROHM Co., Ltd.
• 10.12 Semiconductor Components Industries, LLC
• 10.13 Tongfu Microelectronics (TFME)
• 10.14 Toshiba
• 10.15 Valens Semiconductor