首页 > 市场调查报告书 > 汽车工业

汽车电子

市场调查报告书

商品编码

1446820

全球汽车电子市场 - 2024-2031

Global Automotive Electronics Market - 2024-2031

出版日期: 2024年02月13日 | 出版商:

DataM Intelligence | 英文 183 Pages | 商品交期: 约2个工作天内

价格

※ 本网页内容可能与最新版本有所差异。详细情况请与我们联繫。

简介目录

概述

全球汽车电子市场将于 2023 年达到 65 亿美元，预计到 2031 年将达到 124 亿美元，2024-2031 年预测期间CAGR为 8.5%。

自动驾驶中的替代驱动和安全方面增加了电网需求。车辆安全性和舒适性需要更多电力，而电气化则可以减少二氧化碳排放。它需要扩大充电基础设施、升级电网、实施智慧解决方案和使用能源储存。

根据「2050年净零排放」情景，计画到2031年电动车保有量将超过3亿辆，其中电动车占新车销量的60%。目标是逐步将其销售份额每年增加不到 6%。电动车销售的成长正在推动电气化领域的大量投资，到2021 年，电气化投资占交通运输业最终用途投资总额的65% 以上。国际能源总署估计，这一比例到2022 年将进一步增加到74% 以上。

到2023年，北美预计将成为成长第二快的地区，约占全球汽车电子市场的25%。该地区的许多汽车电子公司正在建立合作伙伴关係和协作，以扩大其市场地位。例如，2023年1月，一家美国汽车电子供应商宣布与半导体和软体製造商高通进行技术合作，打造先进的汽车驾驶舱域控制器，以实现汽车公司的现代化驾驶舱。

动力学

软体和电气元件的成长

自动驾驶、连网汽车、动力总成电气化和共享出行的融合被称为 ACES 趋势，正在重塑汽车电子产业。这些趋势相互关联、相辅相成，导致整个汽车电子价值链发生重大破坏，并影响所有相关利害关係人。

这些趋势的一个关键后果是汽车软体和电气电子元件市场的快速成长。根据最近的分析，该市场预计将以 7% 的年复合成长率成长，从2020 年的2,380 亿美元扩大到2031 年的4,690 亿美元。相比之下，整个汽车市场预计将以复合年增长率成长。同期年增率为3%。这表明软体和电子设备市场的成长将显着超过整体市场的成长。

不断发展的汽车工业

先进电子产品的整合有助于开发自动驾驶功能、连接功能、电气化动力系统和新的行动服务。因此，汽车公司及其高管已将重点转向电子产品，并认识到软体和电子/电子组件在满足行业不断变化的需求方面的至关重要性。

汽车对软体和电子元件的日益依赖导致了传统汽车製造商和科技公司之间的合作、投资和战略伙伴关係。这些合作伙伴关係旨在利用软体开发、连接解决方案和先进电子产品方面的专业知识，在不断发展的汽车领域保持竞争力。

现代车辆中复杂的汽车电子系统

现代高檔汽车的复杂性日益增加，特别是在汽车电子系统的背景下，由于资讯娱乐和驾驶辅助应用等因素推动汽车功能的扩展，汽车电子系统的复杂性显着增加。这项扩展扩展到车辆内的各种其他应用领域。

汽车电子系统日益复杂，为设计、开发、整合和整体系统管理带来了挑战。资讯娱乐系统、驾驶辅助系统、连接性和其他应用程式等先进功能的整合需要各种电子元件和子系统之间复杂的协调和同步。

Alternative drives and safety aspects in autonomous driving increase power electrical grid demands. More electrical power is needed for vehicle safety and comfort, while electrification reduces CO2 emissions. It requires expanding charging infrastructure, upgrading the grid, implementing smart solutions and using energy storage.

In line with the Net Zero Emissions by 2050 Scenario, the plan is to have an electric car fleet of over 300 million by 2031, with electric cars accounting for 60% of new car sales. The goal is to gradually increase their sales share by less than 6% per year. The growth in electric vehicle sales is driving significant investment in electrification which was accounted for more than 65% of overall end-use investment in the transport sector in 2021. The International Energy Agency estimates this share further increase to over 74% in 2022.

In 2023, North America is expected to be the second-fastest growing region, holding about 25% of the global automotive electronics market. Many automotive electronics companies in the region are launching partnerships and collaborations to expand their market position. For example, in January 2023, a U.S.-based automotive electronics supplier announced a technical collaboration with semiconductor and software maker Qualcomm to build an advanced automotive cockpit domain controller to enable automotive firms' modern cockpits.

Dynamics

Growth in Software and Electrical Components

The convergence of autonomous driving, connected vehicles, electrification of powertrains and shared mobility which is known as the ACES trends, reshaping the automotive electronics industry. The trends are interconnected and mutually reinforcing, leading to significant disruptions across the automotive electronics value chain and impacting all stakeholders involved.

One key consequence of these trends is the rapid growth in the market for automotive software and electrical and electronic components. According to a recent analysis the market is projected to experience a compound annual growth rate of 7 percent, expanding from US$ 238 billion in 2020 to US$ 469 billion by 2031. In comparison, the overall automotive market is expected to grow at a compound annual rate of 3% during the same period. It indicates that the software and E/E market will outpace overall market growth significantly.

Evolving Automotive Industry

The integration of advanced electronics enables the development of autonomous driving capabilities, connectivity features, electrified powertrains and new mobility services. As a result, automotive companies and their executives have shifted their focus to electronics recognizing the critical importance of software and E/E components in meeting the evolving demands of the industry.

The increasing reliance on software and electronic components in vehicles has led to collaborations, investments and strategic partnerships between traditional automotive manufacturers and technology companies. The partnerships aim to leverage expertise in software development, connectivity solutions and advanced electronics to stay competitive in the evolving automotive landscape.

Complex Automotive Electronics Systems in Modern Vehicles

The increasing complexity of modern premium-class vehicles, specifically in the context of automotive electronics systems significantly grown due to the expansion of functionality in cars which are driven by factors such as infotainment and driver assistance applications. The expansion extends to various other fields of application within vehicles.

The growing complexity of automotive electronics systems poses challenges in terms of design, development, integration and overall system management. The integration of advanced features like infotainment systems, driver assistance systems, connectivity and other applications requires intricate coordination and synchronization among various electronic components and subsystems.

Segment Analysis

The global automotive electronics market is segmented based on type, end-user and region.

Rising Demand for Driving Assistance Drives the Segment Growth

Driver assistance is expected to be the fastest growing segment with 1/3rd of the market during the forecast period 2024-2031. Manufacturers like as Continental AG, DENSO Corporation, Infineon Technologies AG and Robert Bosch GmbH are creating safety systems automobiles to meet the growing need for driver assistance. Factors such as increased emphasis on vehicle safety and an increase in the incidence of road accidents help to drive the segment's growth.

For example, in March 2023, Hyundai Motor India Limited unveiled its new Hyundai Verna, which includes a level 2 ADAS system and 65 advanced safety features, among other things. The new Verna would also feature Hyundai's Smart Sense safety features, which would receive automated sensing technology with radars, cameras to detect impediments and sensors on the road and aid in correcting alerts and actions.

Geographical Penetration

Rising Presence of Major Players in Asia-Pacific

Asia-Pacific is the dominant region in the global automotive electronics market covering about 30% of the market. The region's lower costs, abundant labor and established manufacturing base have made it an attractive alternative for companies. Automotive manufacturers aim to increase their production volume by adopting modern production technology. For instance, Mercedes Benz, General Motors and Volkswagen shifted their production plants to developing countries.

Micron Technology is in discussions to set up a state-of-the-art semiconductor packaging plant in India, representing an investment of over US$ 1 billion. The move will strengthen the company's foothold in the international scene. With this new setup, Micron will create jobs, increase its production capabilities and make the latest technology available to customers in the region.

Competitive Landscape

The major global players in the market include Geotab, MiX Electronics, Verizon Connect, Teletrac Navman, Omnitracs LLC, CalAmp, Samsara, TomTom, Trimble and Fleet Complete.

COVID-19 Impact

The shortage of semiconductor chips has significantly impacted the automotive electronics industry. The COVID-19 pandemic had a significant impact on the manufacturing world, including the automotive electronics industry. China and Taiwan, as major semiconductor manufacturing hubs had faced challenges in chip production due to worker shortages and labor-related issues.

The availability of raw materials for semiconductor production was been a challenge during COVID-19 even during periods when manufacturing capacity has returned to a relatively normal level. China plays a dominant role in the production of crucial raw materials used in semiconductor manufacturing, such as silicon, germanium and gallium arsenide. The mining, processing and production industries associated with these materials have also faced labor and supply challenges similar to those experienced by Chinese manufacturers.

Russia-Ukraine War Impact

The Russian invasion of Ukraine has caused many accountable effects into the semiconductor supply chain and the automotive industry. Ukraine supplies between around 30-35% of the world's purified neon gas, while Russia supplies around 30% of palladium, a rare metal necessary for semiconductors. Furthermore, air transport of semiconductors has been drastically impacted by higher costs and reduced availability of shipping volume.

The war between Russia and Ukraine has created an additional problem for Original Equipment Manufacturers (OEMs). Owing to the competition for critical vehicle components, such as wiring harnesses, OEMs have had to reduce their production volumes to maintain supply. The decrease in demand for semiconductor-based components has added further uncertainty to the market.

AI Impact

Autonomous driving assistance systems are equipped with a combination of sensor technologies and AI processing algorithms to sense the environment surrounding a vehicle, process the data and provide the driver with information and take autonomous action. It allows driver to receive alerts of potential dangers and take the appropriate steps to avoid any potentially deadly car accidents.

AI can help provide computational requirements to vehicles, like cars. After perceiving their environment using high-resolution, 360-degree cameras and lidars, the vehicle can plan a safe route to its destination based on the data it has collected and processed. It helps ensure that the vehicle makes the safest journey.

By Type

Engine Electronics
Transmission Electronics
Chassis Electronics
Driver Assistance
Entertainment Systems
Electronic and Integrated
Cockpit Systems

By End-User

Automotive Manufacturers
Fleet Operators
Government and Public Transportation Agencies
Electronics Manufacturers

By Region

North America
- U.S.
- Canada
- Mexico
Europe
- Germany
- UK
- France
- Italy
- Russia
- Rest of Europe
South America
- Brazil
- Argentina
- Rest of South America
Asia-Pacific
- China
- India
- Japan
- Australia
- Rest of Asia-Pacific
Middle East and Africa

Key Developments

In January 2023, BMW showcased the i Vision Dee at CES 2023, providing drivers with the ability to harness the car's digital capabilities. The central control features a mixed reality slider that transforms the windshield into a periodically changing portal of digital experiences. Shy-Tech technology touch sensors enable the vehicle owner to adjust the levels of digital content.
In July 2023, Altium and Ansys partnerships to enhance the electronic design and development process by establishing a digital connection between Altium's electronic computer-aided design tools and Ansys Electronics Desktop. The collaborative integration, expected to be released in the latter half of 2023, introduces a higher degree of digital continuity, thereby mitigating development time and the potential for design mistakes.
In June 2023, AMD unveiled the Versal Premium VP1902 adaptive system-on-chip (SoC), which is touted as the world's largest adaptive SoC. With an impressive 18.5 million logic cells compressed into a 77x77 mm area on a four-tile interconnected chiplet, this SoC offers double the density and double the bandwidth compared to the previous generation Versal premium device.

Why Purchase the Report?

To visualize the global automotive electronics market segmentation based on type, end-user and region, as well as understand key commercial assets and players.
Identify commercial opportunities by analyzing trends and co-development.
Excel data sheet with numerous data points of automotive electronics market-level with all segments.
PDF report consists of a comprehensive analysis after exhaustive qualitative interviews and an in-depth study.
Product mapping available as excel consisting of key products of all the major players.

The global automotive electronics market report would provide approximately 54 tables, 45 figures and 183 pages.

Target Audience 2024

Manufacturers/ Buyers
Industry Investors/Investment Bankers
Research Professionals
Emerging Companies

1. Methodology and Scope

1.1. Research Methodology
1.2. Research Objective and Scope of the Report

2. Definition and Overview

3. Executive Summary

3.1. Snippet by Type
3.2. Snippet by End-User
3.3. Snippet by Region

4. Dynamics

4.1. Impacting Factors
- 4.1.1. Drivers
  - 4.1.1.1. Growth in Software and Electrical Components
  - 4.1.1.2. Evolving Automotive Industry
- 4.1.2. Restraints
  - 4.1.2.1. Complex Automotive Electronics Systems in Modern Vehicles
- 4.1.3. Opportunity
- 4.1.4. Impact Analysis

5. Industry Analysis

5.1. Porter's Five Force Analysis
5.2. Supply Chain Analysis
5.3. Pricing Analysis
5.4. Regulatory Analysis
5.5. Russia-Ukraine War Impact Analysis
5.6. DMI Opinion

6. COVID-19 Analysis

6.1. Analysis of COVID-19
- 6.1.1. Scenario Before COVID
- 6.1.2. Scenario During COVID
- 6.1.3. Scenario Post COVID
6.2. Pricing Dynamics Amid COVID-19
6.3. Demand-Supply Spectrum
6.4. Consumer Electronics Initiatives Related to the Market During Pandemic
6.5. Manufacturers Strategic Initiatives
6.6. Conclusion

7. By Type

7.1. Introduction
- 7.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
- 7.1.2. Market Attractiveness Index, By Type
7.2. Engine Electronics*
- 7.2.1. Introduction
- 7.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
7.3. Transmission Electronics
7.4. Chassis Electronics
7.5. Driver Assistance
7.6. Entertainment Systems
7.7. Electronic and Integrated
7.8. Cockpit Systems

8. By End-User

8.1. Introduction
- 8.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 8.1.2. Market Attractiveness Index, By End-User
8.2. Automotive Manufacturers*
- 8.2.1. Introduction
- 8.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
8.3. Fleet Operators
8.4. Government and Public Transportation Agencies
8.5. Electronics Manufacturers

9. By Region

9.1. Introduction
- 9.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Region
- 9.1.2. Market Attractiveness Index, By Region
9.2. North America
- 9.2.1. Introduction
- 9.2.2. Key Region-Specific Dynamics
- 9.2.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
- 9.2.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 9.2.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 9.2.5.1. U.S.
  - 9.2.5.2. Canada
  - 9.2.5.3. Mexico
9.3. Europe
- 9.3.1. Introduction
- 9.3.2. Key Region-Specific Dynamics
- 9.3.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
- 9.3.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 9.3.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 9.3.5.1. Germany
  - 9.3.5.2. UK
  - 9.3.5.3. France
  - 9.3.5.4. Italy
  - 9.3.5.5. Russia
  - 9.3.5.6. Rest of Europe
9.4. South America
- 9.4.1. Introduction
- 9.4.2. Key Region-Specific Dynamics
- 9.4.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
- 9.4.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 9.4.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 9.4.5.1. Brazil
  - 9.4.5.2. Argentina
  - 9.4.5.3. Rest of South America
9.5. Asia-Pacific
- 9.5.1. Introduction
- 9.5.2. Key Region-Specific Dynamics
- 9.5.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
- 9.5.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 9.5.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 9.5.5.1. China
  - 9.5.5.2. India
  - 9.5.5.3. Japan
  - 9.5.5.4. Australia
  - 9.5.5.5. Rest of Asia-Pacific
9.6. Middle East and Africa
- 9.6.1. Introduction
- 9.6.2. Key Region-Specific Dynamics
- 9.6.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
- 9.6.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User

10. Competitive Landscape

10.1. Competitive Scenario
10.2. Market Positioning/Share Analysis
10.3. Mergers and Acquisitions Analysis

11. Company Profiles

11.1. Geotab*
- 11.1.1. Company Overview
- 11.1.2. Product Portfolio and Description
- 11.1.3. Financial Overview
- 11.1.4. Key Developments
11.2. MiX Electronics
11.3. Verizon Connect
11.4. Teletrac Navman
11.5. Omnitracs LLC
11.6. CalAmp
11.7. Samsara
11.8. TomTom
11.9. Trimble
11.10. Fleet Complete

LIST NOT EXHAUSTIVE