자동차용 GPU 시장 : 시장 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the automotive gPU market size is expected to grow from USD 6.41 billion in 2025 to USD 7.69 billion in 2026 and is forecast to reach USD 21.64 billion by 2031 at a 22.99% CAGR over 2026-2031.

This report is Segmented by GPU Type (Integrated GPUs and Discrete GPUs), Application (Infotainment Systems, Digital Cockpit/Instrument Cluster, and More), Vehicle Type (Passenger Vehicles and Commercial Vehicles), and Geography (North America, Europe, Asia-Pacific, South America, and More). The Market Forecasts are Provided in Terms of Value (USD).

Global Automotive GPU Market Trends and Insights

Increasing GPU-Accelerated ADAS Adoption

Euro NCAP five-star scoring now rewards hands-free braking, driver monitoring, and camera redundancy, creating a pull for programmable graphics cores capable of running vision transformers and sensor fusion. Mobile-first architectures have given way to automotive-grade chips such as NVIDIA DRIVE Hyperion that deliver several hundred teraFLOPS while meeting functional-safety targets. Chinese urban navigation-on-autopilot programs use similar compute to manage multilane roundabouts, and regional OEMs are designing 2028 models around discrete accelerators so that features can be enabled over the air. The trend is global, yet penetration is fastest where insurance discounts for active safety offset the cost of the hardware. As volume scales, economies of scale reduce unit pricing and further widen the adoption curve.

Shift Toward Software-Defined Vehicles

Consolidating dozens of electronic control units into a central compute stack lowers wiring mass, eases over-the-air update management, and lets OEMs amortize silicon across trim levels. NVIDIA DRIVE Thor integrates CPU, GPU, and accelerated networking on a single die so that cockpit graphics, battery thermal control, and path planning can run concurrently. MediaTek's 3-nanometer Dimensity Auto Cockpit platform follows a similar blueprint, pairing an NVIDIA Blackwell GPU with a dedicated neural engine for voice and vision applications. The commercial logic is compelling: software unlocks monetizable options and keeps vehicles current for a decade, protecting residual value. Regulatory frameworks such as ISO 26262 and the newer ISO/SAE 21434 cybersecurity rule set supply the compliance backbone needed for continuous deployment.

Supply Chain Volatility for Advanced Node GPUs

Foundries continue to prioritize data-center accelerators over automotive volumes, leaving vehicle programs exposed to longer lead times. High-bandwidth memory remains in tight supply, and spot prices have doubled since early 2025, prompting some OEMs to ship with reduced RAM footprints. Mature-node shortages compound the issue as power-management ICs and sensor interfaces share the same capacity pool. Governments in Japan, India, and the United States are subsidizing new fabrication plants, but build-out timelines mean relief is unlikely before late 2027. Until then, buffer inventories and multi-sourcing remain the main mitigation levers.

Other drivers and restraints analyzed in the detailed report include:

1. Demand for High-Resolution Digital Cockpits
2. Automakers' Partnerships with Semiconductor Suppliers
3. Thermal Management Challenges in Automotive Environments

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Integrated devices accounted for 59.38% of the Automotive GPU market share in 2025, serving infotainment clusters and entry-level ADAS within power envelopes below 15 W. Their single-die construction reduces bill-of-materials costs and simplifies thermal design. NXP's i.MX 95, which mates an Arm Mali GPU with a small neural engine, exemplifies this balance by meeting ASIL-B targets without a hypervisor. In volume regions such as India and Southeast Asia, these attributes align with price-sensitive segments, ensuring continued dominance through the middle of the decade.

Discrete accelerators, however, are forecast to grow at a 23.68% CAGR as premium OEMs future-proof designs for Level 3 features. NVIDIA DRIVE Thor powers Gatik and Isuzu's Level 4 trucks, aggregating over 2 petaFLOPS in a centralized node. MediaTek's cockpit platform embeds an NVIDIA GPU, blurring the line between discrete and integrated GPUs and enabling high-fidelity ray tracing for gaming and visualization. The Automotive GPU market size attributed to discrete boards will thus expand disproportionately in North America, Europe, and China, where autonomy roadmaps are most aggressive.

Geography Analysis

Asia-Pacific captured 67.41% of 2025 revenue and is projected to expand at a 23.88% CAGR. China anchors demand through aggressive electric vehicle penetration and domestic chip incentives; Horizon Robotics leads the front-camera ADAS market while NVIDIA holds a significant share of urban autopilot compute contracts. Japan and South Korea supply memory and power devices, sustaining the regional value chain, whereas India's semiconductor mission funds fabrication and advanced packaging lines that will come online from 2027 onward.

North America pairs premium vehicle launches with strong Level 2+ uptake. General Motors is committed to NVIDIA compute across upcoming models and relies on synthetic data generated with Omniverse for validation. Regulatory focus on hands-free highway driving stimulates adoption even in mid-tier trims. Canada's cold-climate testing grounds add credibility to sensor-fusion stacks, indirectly boosting design-win volume for discrete accelerators.

Europe trails Asia-Pacific in volume yet leads in functional-safety rigor. Euro NCAP's 2025 assessment protocols place automated braking and driver monitoring on par with crashworthiness, accelerating demand for programmable GPUs in compact cars. Germany, France, and the United Kingdom dominate value contribution through software-defined platform investments by Volkswagen Group, Stellantis, BMW, and Mercedes-Benz. Regional carbon-emission targets reinforce electric vehicle sales, further enlarging the addressable GPU pool.

South America, the Middle East, and Africa remain relatively small demand regions. Brazil's infotainment upgrades and Saudi Arabia's premium electric imports create pockets of demand, but limited semiconductor infrastructure and lower average selling prices keep penetration modest. Over time, localized assembly of knock-down kits that include integrated GPUs may boost shipments, yet discrete-accelerator uptake will remain niche until total cost declines.

1. Nvidia Corporation
2. Qualcomm Technologies, Inc.
3. Intel Corporation
4. Advanced Micro Devices, Inc.
5. Imagination Technologies Limited
6. Arm Ltd.
7. Mobileye Global Inc.
8. MediaTek Inc.
9. Huawei Technologies Co., Ltd.
10. VeriSilicon Holdings Co., Ltd.
11. Socionext Inc.
12. Cadence Design Systems, Inc.
13. ROHM Co., Ltd.
14. Vivante Corporation

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET LANDSCAPE

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Increasing GPU-Accelerated ADAS Adoption
  • 4.2.2 Shift Toward Software-Defined Vehicles
  • 4.2.3 Demand for High-Resolution Digital Cockpits
  • 4.2.4 Automakers' Partnerships with Semiconductor Suppliers
  • 4.2.5 Rise of Zonal Architectures Enabling Centralized Computing
  • 4.2.6 Emergence of Open-Source GPU Compute Frameworks
• 4.3 Market Restraints
  • 4.3.1 Thermal Management Challenges in Automotive Environments
  • 4.3.2 Supply Chain Volatility for Advanced Node GPUs
  • 4.3.3 Cost Sensitivity in Mass-Market Vehicle Segments
  • 4.3.4 Certification Lag for Safety-Critical GPU Software
• 4.4 Industry Value-Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Porter's Five Forces Analysis
  • 4.7.1 Competitive Rivalry
  • 4.7.2 Threat of New Entrants
  • 4.7.3 Bargaining Power of Buyers
  • 4.7.4 Bargaining Power of Suppliers
  • 4.7.5 Threat of Substitutes
• 4.8 Impact of Macroeconomic Factors on the Market

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

• 5.1 By GPU Type
  • 5.1.1 Integrated GPUs
  • 5.1.2 Discrete GPUs
• 5.2 By Application
  • 5.2.1 Infotainment Systems
  • 5.2.2 Digital Cockpit / Instrument Cluster
  • 5.2.3 ADAS and Autonomous Driving
• 5.3 By Vehicle Type
  • 5.3.1 Passenger Vehicles
  • 5.3.2 Commercial Vehicles
• 5.4 By Geography
  • 5.4.1 North America
    • 5.4.1.1 United States
    • 5.4.1.2 Canada
    • 5.4.1.3 Mexico
  • 5.4.2 Europe
    • 5.4.2.1 Germany
    • 5.4.2.2 United Kingdom
    • 5.4.2.3 France
    • 5.4.2.4 Rest of Europe
  • 5.4.3 Asia-Pacific
    • 5.4.3.1 China
    • 5.4.3.2 Japan
    • 5.4.3.3 South Korea
    • 5.4.3.4 India
    • 5.4.3.5 Rest of Asia-Pacific
  • 5.4.4 South America
  • 5.4.5 Middle East and Africa

6 COMPETITIVE LANDSCAPE

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share Analysis
• 6.4 Company Profiles (includes Global Level Overview, Market Level Overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share, Products and Services, Recent Developments)
  • 6.4.1 Nvidia Corporation
  • 6.4.2 Qualcomm Technologies, Inc.
  • 6.4.3 Intel Corporation
  • 6.4.4 Advanced Micro Devices, Inc.
  • 6.4.5 Imagination Technologies Limited
  • 6.4.6 Arm Ltd.
  • 6.4.7 Mobileye Global Inc.
  • 6.4.8 MediaTek Inc.
  • 6.4.9 Huawei Technologies Co., Ltd.
  • 6.4.10 VeriSilicon Holdings Co., Ltd.
  • 6.4.11 Socionext Inc.
  • 6.4.12 Cadence Design Systems, Inc.
  • 6.4.13 ROHM Co., Ltd.
  • 6.4.14 Vivante Corporation

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-space and Unmet-need Assessment