EV Power Semiconductor Market

Expansion of Chinese market and industry consolidation involving ROHM

2026/05/08

Summary
The power semiconductor industry and the rise of Chinese companies
Nexperia: semiconductor supply chain issues
Japanese suppliers’ trends in power semiconductors
Gap in perception between the semiconductor industry and the automotive Industry

Summary

The semiconductor market is currently experiencing an extremely high growth rate. Furthermore, the semiconductor industry is positioned as a "key industry" in various countries and regions, and is becoming closely related to their respective policies.

The automotive industry is no exception; to popularize autonomous driving in the future, it will undoubtedly be necessary to utilize semiconductor technology more than ever before. In particular, AI technology is essential for realizing autonomous driving, and the demand for high-end logic ICs and various sensors in the semiconductor sector will likely increase significantly. The demand for power semiconductors is also expected to increase the promotion of electrification.

Power semiconductors essential for EVs have been decreasing in price due to the rise of Chinese players, leading to a very competitive market situation. The semiconductor business requires significant investment, and proposals for business mergers between manufacturers to expand the scale of operations have emerged. However, both the automotive and semiconductor industries face their own challenges, and merger proposals have not yet materialized.

This report will discuss the expansion of the Chinese semiconductor market and developments such as the proposed industry consolidation involving ROHM Co., Ltd., primarily from the perspective of the semiconductor industry.

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