Infineon has increased its share of the global microcontroller (MCU) market. This increase, despite a slight market contraction overall, is drawing attention to its business expansion strategy, encompassing automotive semiconductors, robotics, and security.

According to market research firm Omdia on the 11th, Infineon's global MCU market share in 2025 is projected to reach 23.2%, up 1.8 percentage points from 21.4% in 2024. The overall MCU market declined by 0.3% over the same period. Infineon claimed to have achieved the largest market share gain compared to its competitors.

The shift in numbers is driven by a portfolio expansion focused on automotive electronics. Following the completion of its acquisition of Marvell's automotive Ethernet business in August 2025, Infineon restructured its business to integrate its BRIGHTLANE automotive Ethernet product line with its AURIX, PSOC, and TRAVEO MCUs. This strategy aims to address demand for software-defined vehicles (SDVs), including autonomous driving, advanced driver assistance systems (ADAS), and over-the-air (OTA) software updates.

The scope of application is expanding beyond vehicles to include robotics. The company explained that its AURIX, PSOC, and MOTIX series MCUs can be used for real-time perception and control, motor drive, connectivity, and edge computing in humanoid robots. As demand for core control blocks grows across industrial, service, and home robots, MCU supply opportunities are also expected to expand.

Security measures are also emerging as a key competitive factor. Infineon announced that its latest AURIX and TRAVEO products meet the international automotive security standard ISO/SAE 21434. Furthermore, the company added that its architecture incorporates next-generation requirements, such as the EU Cyber Resilience Act (CRA) and Quantum-Resistant Cryptography (PQC). Chief Marketing Officer Andreas Urszt explained that this achievement is the result of a systems approach, including technology investment, partner collaboration, and software and development tools.

The MCU market is experiencing a shift in competition from simple chip supply to system responsiveness, driven by the proliferation of vehicle electrification, industrial automation, and AI-based edge devices. Companies that go beyond simply expanding market share and integrate networking, control, and security are likely to gain an advantage in the future competition for market leadership.