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汽车电子半导体生产设备半导体市场

市场调查报告书

商品编码

1577315

汽车半导体市场、机会、成长动力、产业趋势分析与预测，2024-2032

Automotive Semiconductor Market, Opportunity, Growth Drivers, Industry Trend Analysis and Forecast, 2024-2032

出版日期: 2024年08月19日 | 出版商:

Global Market Insights Inc. | 英文 250 Pages | 商品交期: 2-3个工作天内

价格

简介目录

在电动车 (EV) 普及率不断上升的推动下，全球汽车半导体市场 2024 年至 2032 年间的复合年增长率将超过 11%。全球各国政府正在收紧排放法规并激励电动车购买，促使汽车製造商迅速扩大其电动车产品线。这种转变需要先进的功率半导体、电池管理系统和多样化的控制单元。随着道路上电动车数量的增加，对高效能能源利用、安全功能和智慧充电解决方案的需求也在增加。

例如，国际能源总署 (IEA) 报告称，2023 年全球电动车销量将达到近 1,400 万辆，比上年增长 35%。这一激增使道路上的电动车总数达到约 4,000 万辆，电动车约占全球新车销量的 18%，高于 2022 年的 14%。

整个汽车半导体产业根据组件、车辆类型、推进类型、应用和地区进行细分。

按组件分類的市场细分包括处理器、类比 IC、功率分立元件、感测器、记忆体等。 2023年，处理器领域占据市场主导地位，占超过27%的份额。处理器领域的主导地位源自于当今汽车系统日益增长的复杂性和运算需求。处理器在高级驾驶辅助系统 (ADAS)、资讯娱乐和自动驾驶中发挥关键作用。它们管理复杂演算法和处理即时资料的能力对于现代车辆功能至关重要，从而推动了需求。此外，向软体定义车辆 (SDV) 的过渡加大了对强大处理器的需求，这对于人工智慧驱动的音讯和车联网 (V2X) 通讯等功能至关重要。

按车型分類的市场包括乘用车、轻型商用车和重型商用车。 2023 年，乘用车成为成长最快的细分市场，预计到 2032 年其市场价值将超过 1,000 亿美元。这种快速成长得益于消费车辆中先进技术的迅速采用。对电动车、自动驾驶和增强型资讯娱乐的需求不断增长，刺激了该细分市场的扩张。这一趋势在乘用车中半导体元件数量不断增长、超过轻型和重型商用车方面表现得很明显。

到2023年，亚太地区凭藉其在汽车製造和半导体生产方面的领先地位，将占据超过35%的汽车半导体市场。中国、日本、韩国和印度等国家的主要汽车製造商推动了对半导体零件的巨大需求。该地区强劲的汽车生产以及电动车和 ADAS 技术的迅速采用巩固了其市场领导地位。例如，IEA指出，2023年，中国的新电动车註册量飙升至810万辆，较2022年成长35%。

该地区是全球半导体製造和组装中心，台积电、三星和恩智浦半导体等行业巨头都建立了重要业务。这种强大的供应链基础设施可确保汽车半导体的高效生产和分销，从而巩固亚太地区的市场主导地位。高产量和尖端半导体技术设施的结合巩固了该地区领先的市场份额。

产业生态系统分析
供应商矩阵
技术与创新格局
专利分析
重要新闻和倡议
监管环境
衝击力
- 成长动力
  - 电动车采用激增
  - 自动驾驶技术的进步
  - 对连接和资讯娱乐的需求不断增长
  - 日益关注车辆安全
  - 先进驾驶辅助系统(ADAS) 的需求不断增长
- 产业陷阱与挑战
  - 半导体元件短缺
  - 技术复杂性和相容性问题
成长潜力分析
波特的分析
PESTEL分析

第 4 章：竞争格局

公司市占率分析
竞争定位矩阵
战略展望矩阵

第 5 章：市场估计与预测：按组成部分，2021-2032 年

主要趋势
处理器
模拟IC
功率分立元件
感应器
记忆
其他的

第 6 章：市场估计与预测：按车型划分，2021-2032 年

主要趋势
搭乘用车
轻型商用车
重型商用车

第 7 章：市场估计与预测：按推进类型，2021-2032 年

主要趋势
内燃机（ICE）车辆
电池动力车辆（BEV）
混合动力电动车 (HEV)

第 8 章：市场估计与预测：按应用划分，2021-2032 年

主要趋势
动力总成
安全
车身电子产品
机壳
远端资讯处理和资讯娱乐
高级驾驶辅助系统

第 9 章：市场估计与预测：按地区，2021-2032 年

主要趋势
北美洲
- 我们
- 加拿大
欧洲
- 英国
- 德国
- 法国
- 义大利
- 西班牙
- 欧洲其他地区
亚太地区
- 中国
- 印度
- 日本
- 韩国
- 澳新银行
- 亚太地区其他地区
拉丁美洲
- 巴西
- 墨西哥
- 拉丁美洲其他地区
MEA
- 阿联酋
- 沙乌地阿拉伯
- 南非
- MEA 的其余部分

第 10 章：公司简介

Allegro Microsystems
Analog Devices, Inc.
Broadcom
Continental
Infineon Technologies AG
KIOXIA Singapore Pte. Ltd.
Lattice Semiconductor
Microchip Technology Inc.
Micron Technology
Nexperia
NXP Semiconductors NV
Onsemi
Renesas Electronics Corporation
Robert Bosch GmbH
Rohm Co., Ltd.
Samsung
Semtech Corporation
Sensata Technologies
STMicroelectronics NV
Taiwan Semiconductor Co., Ltd.
Taiwan Semiconductor Manufacturing Company
TE Connectivity
Texas Instruments, Inc.
Toshiba
Vishay Intertechnology

简介目录

Product Code: 6022

The Global Automotive Semiconductor Market will record over 11% CAGR between 2024 and 2032, spurred by rising adoption of electric vehicles (EVs). Governments globally are tightening emissions regulations and incentivizing EV purchases, prompting automakers to broaden their EV lineups swiftly. This shift necessitates advanced power semiconductors, battery management systems, and diverse control units. As the number of EVs on the roads increases, so does the demand for efficient energy use, safety features, and smart charging solutions.

For example, the International Energy Agency (IEA) reported that global EV sales in 2023 hit nearly 14 million units, a 35% jump from the prior year. This surge pushed the total count of electric cars on the roads to around 40 million, with electric cars making up about 18% of all new global car sales, up from 14% in 2022.

The overall automotive semiconductor industry is segmented based on component, vehicle type, propulsion type, application, and region.

Market segmentation by component includes processor, analog IC, power discrete, sensor, memory, and others. In 2023, processors segment dominated the market, holding over 27% share. The processor segment's dominance stems from the growing complexity and computational needs of today's automotive systems. Processors play a pivotal role in advanced driver-assistance systems (ADAS), infotainment, and autonomous driving. Their capability to manage intricate algorithms and process real-time data is vital for modern vehicle functions, driving their demand. Moreover, the transition to software-defined vehicles (SDVs) amplifies the need for powerful processors, essential for features like AI-driven audio and vehicle-to-everything (V2X) communication.

Market segmentation by vehicle type includes passenger cars, light commercial vehicles, and heavy commercial vehicles. In 2023, passenger cars emerged as the fastest-growing segment, with projections suggesting a market value exceeding USD 100 billion by 2032. This rapid growth is fueled by the swift adoption of advanced technologies in consumer vehicles. The rising demand for EVs, autonomous driving, and enhanced infotainment has spurred this segment's expansion. This trend is evident in the growing volume of semiconductor components in passenger cars, outpacing light and heavy commercial vehicles.

In 2023, the Asia Pacific region commanded over 35% of the automotive semiconductor market share, bolstered by its leadership in automotive manufacturing and semiconductor production. Major automotive players from countries like China, Japan, South Korea, and India drive significant demand for semiconductor components. The region's robust automotive production and swift embrace of EVs and ADAS technologies cement its market leadership. For instance, the IEA noted that in 2023, new electric car registrations in China soared to 8.1 million, marking a 35% increase from 2022.

The region stands as a global semiconductor fabrication and assembly hub, with industry giants like TSMC, Samsung, and NXP Semiconductors establishing significant operations. This strong supply chain infrastructure ensures efficient production and distribution of automotive semiconductors, reinforcing Asia Pacific's market dominance. The blend of high production volumes and cutting-edge semiconductor technology facilities solidifies the region's leading market share.

Chapter 1 Scope and Methodology

1.1 Market scope and definition
1.2 Base estimates and calculations
1.3 Forecast parameters
1.4 Data sources
- 1.4.1 Primary
- 1.4.2 Secondary
  - 1.4.2.1 Paid sources
  - 1.4.2.2 Public sources

Chapter 2 Executive Summary

2.1 Industry 360° synopsis, 2021-2032

Chapter 3 Industry Insights

3.1 Industry ecosystem analysis
3.2 Vendor matrix
3.3 Technology and innovation landscape
3.4 Patent analysis
3.5 Key news and initiatives
3.6 Regulatory landscape
3.7 Impact forces
- 3.7.1 Growth drivers
  - 3.7.1.1 Surge in EV adoption
  - 3.7.1.2 Advancements in autonomous driving technology
  - 3.7.1.3 Increasing demand for connectivity and infotainment
  - 3.7.1.4 Increasing focus on vehicle safety
  - 3.7.1.5 Rising demand for advanced driver assistance systems (ADAS)
- 3.7.2 Industry pitfalls and challenges
  - 3.7.2.1 Shortage of semiconductor components
  - 3.7.2.2 Technological complexities and compatibility issues
3.8 Growth potential analysis
3.9 Porter's analysis
- 3.9.1 Supplier power
- 3.9.2 Buyer power
- 3.9.3 Threat of new entrants
- 3.9.4 Threat of substitutes
- 3.9.5 Industry rivalry
3.10 PESTEL analysis

Chapter 4 Competitive Landscape, 2023

4.1 Company market share analysis
4.2 Competitive positioning matrix
4.3 Strategic outlook matrix

Chapter 5 Market Estimates and Forecast, By Component, 2021-2032 (USD Million and Units)

5.1 Key trends
5.2 Processor
5.3 Analog IC
5.4 Power discrete
5.5 Sensor
5.6 Memory
5.7 Others

Chapter 6 Market Estimates and Forecast, By Vehicle Type, 2021-2032 (USD Million and Units)

6.1 Key trends
6.2 Passenger car
6.3 Light Commercial vehicle
6.4 Heavy Commercial vehicle

Chapter 7 Market Estimates and Forecast, By Propulsion Type, 2021-2032 (USD Million and Units)

7.1 Key trends
7.2 Internal combustion engine (ICE) vehicles
7.3 Battery powered vehicles(BEV)
7.4 Hybrid electric vehicles (HEV)

Chapter 8 Market Estimates and Forecast, By Application, 2021-2032 (USD Million and Units)

8.1 Key trends
8.2 Powertrain
8.3 Safety
8.4 Body electronics
8.5 Chassis
8.6 Telematics and infotainment
8.7 ADAS

Chapter 9 Market Estimates and Forecast, By Region, 2021-2032 (USD Million and Units)

9.1 Key trends
9.2 North America
- 9.2.1 U.S.
- 9.2.2 Canada
9.3 Europe
- 9.3.1 UK
- 9.3.2 Germany
- 9.3.3 France
- 9.3.4 Italy
- 9.3.5 Spain
- 9.3.6 Rest of Europe
9.4 Asia Pacific
- 9.4.1 China
- 9.4.2 India
- 9.4.3 Japan
- 9.4.4 South Korea
- 9.4.5 ANZ
- 9.4.6 Rest of Asia Pacific
9.5 Latin America
- 9.5.1 Brazil
- 9.5.2 Mexico
- 9.5.3 Rest of Latin America
9.6 MEA
- 9.6.1 UAE
- 9.6.2 Saudi Arabia
- 9.6.3 South Africa
- 9.6.4 Rest of MEA