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

• Although automotive sales in markets outside China (encompassing all powertrains) recovered QoQ in 2Q26, global sales were still dragged down by a sharp contraction in the Chinese market, resulting in a 2.6% YoY decline. In light of China's sluggish performance in the first half of the year, the full-year global automotive sales forecast has been revised downward again to 89.71 million units, representing a YoY decline of 2.3%.
• BEV adoption in certain regions remains constrained by factors such as underdeveloped infrastructure, insufficient charging convenience, and adjustments to policy subsidies. Consequently, market sentiment and automaker strategies have shown signs of shifting toward hybrid vehicles (including PHEVs) that offer greater convenience, driving a continuous rise in their market share.
•  As BEV market share growth slows, the growth momentum for upgrading features that heavily rely on high-capacity memory—such as ADAS and advanced cockpits—will also be dampened.
• As a global leader in the automotive and heavy industries, Germany is now poised to see significant supply chain shifts following Micron’s defeat in its patent litigation against YMTC and the resulting sales injunction. This ruling is highly likely to reshape the global supply chain landscape and shift market shares for automotive and industrial NAND Flash.
• Since 2H25, the automotive sector has also grappled with tight memory supplies and multi-fold price surges. Consequently, automakers have begun re-evaluating system designs to streamline redundant configurations and postpone scheduled memory capacity upgrades.

Table of Contents

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

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