DRAMeXchange 市場情報服務：汽車 SoC/記憶體

DRAMeXchange Market Intelligence Service - Automotive SoC/ Memory

出版日期: 年間契約型資訊服務 | 出版商:

TrendForce | 英文

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簡介目錄

本報告充分利用了 TrendForce 在記憶體產業的專業知識，並擴展了其在汽車領域的深入研究和分析。

2025 年第三季度，受多種因素影響，各類別和地區的電動車銷量均有所成長。預計 2025 年第四季（汽車製造商通常會加大銷售力度的最後一季）整體銷售也將有所成長。預計 2025 年新能源車銷量將年增 25.4%，達到 2.043 億輛，市佔率為 22.4%。
儘管中國市場在 2026 年可能會繼續實施購車補貼政策，但預算資源和附加條件將有所不同。鑑於這些關鍵市場趨勢，預計電動車銷量將在2026年持續成長。
NVIDIA在ADAS領域持續保持主導地位，尤其是在中國品牌的海外市場以及非中國品牌的高階車款市場。高通近期積極拓展中國市場，瞄準高階區隔市場，但NVIDIA仍維持最大的市佔率。
在車載資訊娛樂系統（IVI）領域，高通佔約50%的市場佔有率，但出於成本考慮，瑞薩電子、意法半導體和恩智浦半導體等品牌仍然是汽車製造商的選擇。
車載資訊娛樂系統（IVI）仍然是汽車記憶體需求的最大來源。隨著資訊娛樂系統規格的日益複雜，DRAM主要針對4GB/8GB市場，而NAND快閃記憶體則涵蓋了從4GB到32GB的廣泛容量，以滿足主流應用的需求。

簡介目錄

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

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.