The global automotive Battery Management System market is entering a non-reversible structural expansion —approximately USD 6.4 billion in 2025 growing at a CAGR of ~18.5%. This is not demand-led growth; it is regulatory-mandated capital spend. Euro 7’s battery durability floor, the EU Digital Battery Passport (mandatory February 2027), and California ACC II’s range-retention requirements collectively transform BMS from a cost-optimised hardware module into compliance-critical data infrastructure. The value at stake is structural and non-discretionary.