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市场调查报告书
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1521101

EV半导体装置市场－2024年至2029年预测

EV Semiconductor Devices Market - Forecasts from 2024 to 2029
出版日期: | 出版商: Knowledge Sourcing Intelligence | 英文 140 Pages | 商品交期: 最快1-2个工作天内

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简介目录

预计电动车半导体装置市场在预测期内（2024-2029年）的年复合成长率(CAGR)将超过36.85%。

由于电动车需求的不断增长以及电子产品在这些汽车中的高渗透率，电动车半导体装置市场逐年成长。这一增长是由对更长行驶里程、更短充电时间以及 ADAS 在电动车中的应用的日益增长的需求所推动的。电动车本质上使用半导体来执行动力、推进管理、车身和安全措施、娱乐和舒适性以及驾驶员辅助和安全技术等任务。市场上的顶级供应商包括意法半导体、恩智浦半导体、英飞凌科技、德州仪器和瑞萨电子。电动汽车零件市场前景可以按类型和地区进行细分。另一方面，专家表示，随着这项技术在中国和日本等国家的普及程度不断提高，亚太地区预计将引领市场成长。

  • 推动全球电动车半导体装置市场成长的另一个因素是电动车需求的激增。随着道路上电动车数量的增加，更好的电子和半导体在电动车上的应用也越来越多。电动车动力传动系统、电池管理和资讯娱乐系统使用许多半导体装置。由于政策和排放、技术开拓以及消费者追求的普及等其他方面，世界各地都在推动绿色汽车的使用，预计未来几年电动车用半导体装置的需求将会很高。
  • 推动电动车半导体装置市场的其他因素是电动车对延长电池续航里程和缩短充电时间的需求不断增长。半导体装置是电动车的关键组件，因为它们使车辆能够增加行驶里程和充电速度。目前的趋势包括在电力电子系统中采用碳化硅和氮化镓等化合物半导体，以便为电动动力传动系统中使用的动力系统和充电系统提供更高的功率密度和效率。随着消费者期待电动车续航里程更长、充电速度更快，这些技术先进的半导体产品的未来性将显着扩大。
  • ADAS和自动驾驶技术在电动车上的结合使用也是电动车半导体装置市场的未来性之一。如上所述，ADAS 系统的主要功能是车辆和道路维护，这些设施使用许多感测器、处理器和通讯设备来配置缓解控制、车道偏离控制和自动紧急控制。随着电动车配备这些功能，高性能半导体装置的市场预计将进一步扩大。电动车中越来越多地使用 ADAS 和自动驾驶功能预计将成为未来几年电动车半导体装置市场的驱动因素。

电动汽车半导体装置市场的驱动因素：

  • 按车型划分，电池电动车细分市场在预测期内可能会经历最快的成长。

纯电动车在电动车电池市场中处于领先地位，到 2022 年将占据约 70% 的市场份额。这一增长是由于纯电动车在个人电脑市场（尤其是乘用车领域）的使用不断增加所推动的，因为知名製造商都在推动电动车的开拓并致力于其车型的电气化。消费者也正在寻找具有更长电池寿命、更快充电时间和更长续航里程的永续行动解决方案，这正在影响他们的购买行为。

据估计，从 2023 年到 2032 年，两轮车和商用车产业将呈指数级增长。对电动Scooter和电动两轮车以及送货卡车和巴士等商用车的需求不断增长，也推动了整个电动车电池市场的需求。纯电动车在各个领域的使用量稳步增长，为开拓新的电池解决方案提供了机会，从而推动了电动车电池市场的成长。

EV半导体装置市场的地理展望

  • 在预测期内，亚太地区将主导电动车半导体装置市场。

中国、日本、印度、韩国等主要经济体在亚太地区占据主导地位。一些成长最快的新兴经济体位于该地区，例如东南亚国协。该地区预计将在预测期内主导电动车半导体装置市场，因为该地区是中国和台湾等在全球半导体市场上占据主导地位的国家的所在地。

由于电动车的渗透率不断提高，亚太地区预计将占领电动车半导体装置市场，特别是在中国和印度。在亚太地区，由于电动车半导体装置的高渗透率，中国仍然是最大的市场。中国电动车市场近期出现成长，得益于优惠立法、环保政策、本土汽车产业的成长以及中国市场半导体装置的开拓，与新能源汽车的积极发展密切相关。在中国，汽车工业的成长主要是在过去10至20年。中国的插电式电动车（PEV）购买选择也在增加。半导体装置的使用预计未来也会增加，因为它们广泛用于电动车电池和电力电子产品。

印度是亚太地区另一个潜力市场。印度政府正在製定 FAME（更快采用和製造（混合动力和）电动车）计划，旨在该国普及电动车。印度不断增长的汽车工业预计对摩托车和商用车等电动车中使用的半导体装置也有很高的需求。由于人们对更高移动性解决方案的认识不断增强以及自动驾驶技术的加强，预计韩国市场将呈现与亚太电动车半导体装置市场类似的趋势。

总体而言，亚太地区在电动汽车半导体装置市场的主导地位是由电动车渗透率持续提高、该地区主要製造商专注于开拓汽车技术以及其他补充因素推动的。在亚太地区，中国和印度市场预计将成为电动车半导体装置市场的主要成长要素。

电动汽车半导体装置市场的主要发展：

  • 2022年9月，意法半导体宣布推出汽车MCU“Stellar P6”，用于整合具有更高整合能力和无线可更新域的电动车平台系统，以实现下一代动力传动系统总成电气化系统。
  • RoadPak - 2022 年 5 月 - 日立能源宣布推出用于电动车的新型功率半导体模组。透过长时间加热，形成了一个主要采用 SiC 技术并实现高功率密度等级的紧凑模组。这可以在车辆的整个使用寿命内提供更快的充电可靠性，并最大限度地功率损耗，从而延长车辆的行驶里程。
  • 2022 年 9 月 - VinFast 是一家越南电动车製造商，瑞萨电子公司是一家全球汽车电子半导体供应商。两家公司将建立策略合作伙伴关係，VinFast 将致力于汽车技术的开发和电动车系统组件的交付。

电动汽车半导体装置市场细分与分析如下：

按车型

  • 纯电动车（BEV）
  • 插电混合(PHEV)

按成分

  • 模拟
  • 记忆
  • 离散的
  • 逻辑
  • 其他部分

按用途

  • 动力传动系统
  • 底盘/安全
  • 资讯娱乐远端资讯处理
  • 身体/便利
  • ADAS（进阶驾驶辅助系统）

按地区

  • 北美洲
  • 美国
  • 加拿大
  • 墨西哥
  • 南美洲
  • 巴西
  • 阿根廷
  • 其他的
  • 欧洲
  • 英国
  • 德国
  • 法国
  • 义大利
  • 西班牙
  • 其他欧洲国家
  • 中东/非洲
  • 沙乌地阿拉伯
  • 阿拉伯聯合大公国
  • 其他中东/非洲
  • 亚太地区
  • 中国
  • 印度
  • 日本
  • 韩国
  • 台湾
  • 泰国
  • 印尼
  • 其他亚太地区

目录

第一章简介

  • 市场概况
  • 市场定义
  • 调查范围
  • 市场区隔
  • 货币
  • 先决条件
  • 基准年和预测年时间表
  • 相关人员的主要利益

第二章调查方法

  • 研究设计
  • 调查过程

第三章执行摘要

  • 主要发现
  • 分析师观点

第四章市场动态

  • 市场驱动因素
    • 电动车中越来越多地使用感测器、IC 和自动化系统
    • EV 5.2市场挑战中对更长行驶里程和更短充电时间的需求不断增长
  • 市场限制因素
    • 来自替代品的威胁
  • 波特五力分析
  • 产业价值链分析

第五章电动车半导体装置市场：依车型分类

  • 介绍
  • 纯电动车（BEV）
  • 插电混合(PHEV)

第六章电动车半导体装置市场：依组成部分

  • 介绍
  • 模拟
  • 记忆
  • 离散的
  • 逻辑
  • 其他组件

第七章电动车半导体装置市场：依应用分类

  • 介绍
  • 动力传动系统
  • 底盘/安全
  • 资讯娱乐远端资讯处理
  • 身体/便利
  • ADAS（进阶驾驶辅助系统）

第八章电动车半导体装置市场：按地区划分

  • 世界概况
  • 北美洲
    • 美国
    • 加拿大
    • 墨西哥
  • 南美洲
    • 巴西
    • 阿根廷
    • 南美洲其他地区
  • 欧洲
    • 英国
    • 德国
    • 法国
    • 义大利
    • 西班牙
    • 其他欧洲国家地区
  • 中东/非洲
    • 沙乌地阿拉伯
    • 阿拉伯聯合大公国
    • 其他中东/非洲地区
  • 亚太地区
    • 中国
    • 印度
    • 日本
    • 韩国
    • 台湾
    • 泰国
    • 印尼
    • 其他亚太地区

第九章竞争环境及分析

  • 主要企业及策略分析
  • 市场占有率分析
  • 合併、收购、协议和合作
  • 竞争对手仪表板

第十章 公司简介

  • Taiwan Semiconductor Manufacturing Company Limited
  • Infineon Technologies
  • STMicroelectronics
  • NXP Semiconductors
  • Texas Instruments
  • Renesas Electronic
  • Microchip Technology
  • On Semiconductor Corporation
  • Analog Devices Inc.
  • ROHM Co. Ltd
  • Toshiba Corporation
简介目录
Product Code: KSI061616957

The EV semiconductor devices market is anticipated to register a compound annual growth rate (CAGR) of over 36.85% during the forecast period (2024-2029).

The EV semiconductor devices market is growing yearly due to the increasing demand for electric vehicles and the high electronics penetration in these vehicles. The growth is due to the increasing requirements of range extension, shorter charge time, and application of ADAS in electric vehicles. Semiconductors are intrinsically used in EVs to perform tasks such as power, propulsion management, body and safety measures, entertainment and comfort, and driver assistance and safety technologies. The top vendors operating in the market are STMicroelectronics, NXP Semiconductor, Infineon Technologies, Texas Instruments, and Renesas Electronics. The market outlook for electric vehicle components can be segmented by type and region. In contrast, according to experts, the Asia-Pacific region will lead the market growth due to the constantly growing popularity of the technology in countries like China and Japan.

  • Another factor bolstering the global EV semiconductor devices market growth is the surging demand for electric vehicles. With an increased number of electric vehicles on the road, the application of better electronics and semiconductors in them is also increasing. The powertrain of an EV, battery management, and infotainment system would use many semiconductor devices. As the world advances in its use of green automobiles due to policies and other aspects such as emissions, technological development, and popularity demanded by consumers, electric vehicles' semiconductor devices are anticipated to enjoy high demand in the coming years.
  • Other factors that are driving the EV semiconductor devices market are the increasing need for higher ranges of battery and faster charging times in electric vehicles. Semiconductor devices are critical components of EVs because they make it possible to increase the vehicles' range and the speed of charging. Some of the current trends include the employment of compound semiconductors, for instance, SiC and GaN, which are used in power electronic systems that offer higher power density and efficiency in powertrains used by EVs and charging systems. Since consumers look forward to EVs with extended ranges and faster charging, the prospects for these technologically sophisticated semiconductor products will substantially grow
  • The combined use of ADAS and self-driving technologies within EVs is another prospect for the EV semiconductor devices market. Even though the main function of ADAS systems, as mentioned above, is the maintenance of automobiles and the road, these facilities use many sensors, processors, and communication devices to support the setting of ease control, lane departure control, and automatic emergency control. With the integration of such features in EVs, the market for high-performance semiconductor devices will grow further. Increased usage of ADAS and autonomous driving features in EVs is expected to act as a driver for the EV semiconductor devices market over the next few years.

EV SEMICONDUCTOR DEVICES MARKET DRIVERS:

  • The battery electric vehicle segment by vehicle type will likely be the fastest-growing segment during the forecast period.

BEVs are leading the EV battery market, having taken approximately 70% of the market in 2022. This growth is due to the rise in the use of BEVs in the PC market, particularly in the passenger car segment, as prominent manufacturers push their development of electric cars and commit to making their models electric. Consumers are also conscious of sustainable mobility solutions with longer battery life, faster charging times, and higher driving ranges, affecting their buying behaviors.

It is also estimated that the two-wheeler and commercial vehicle segments will grow drastically from 2023 to 2032. The increasing need for electric scooters and motorcycles also contributes to the overall demand for the EV battery market, together with commercial vehicles like delivery trucks and buses. The steady increase of BEV usage across different segments brings opportunities for developing new battery solutions, thus driving the EV battery market's growth.

EV SEMICONDUCTOR DEVICES MARKET GEOGRAPHICAL OUTLOOK

  • The Asia Pacific region to dominate the EV semiconductor devices market during the forecast period.

The major economies like China, Japan, India, and South Korea dominate the Asia-Pacific region. Some of the fastest-growing emerging economies are from this region, such as ASEAN countries. This region is expected to dominate the electric vehicle semiconductor devices market during the forecast period owing to its home to several countries like China and Taiwan that dominate the semiconductors market globally.

The APAC region is further expected to capture the EV semiconductor devices market due to the proliferating use of EVs in countries of APAC particularly China and India. China remains the biggest market for EV semiconductor devices in the APAC region due to the high penetration of the segment. China's electric vehicles market has grown significantly in recent years because of legislative incentives and environmental policies, the growth of local automotive industries, and the development of semiconductor devices in Chinese markets is closely related to the vigorous development of new energy automobiles. China has witnessed growth in the automotive industry, mainly in the last one or two decades. The purchasing option of plug-in electric vehicles (PEVs) is also rising in China. Given the fact that semiconductor devices are widely used in EV batteries and power electronics, their use is also expected to rise in the future.

India is yet another promising market for EV semiconductor devices in the APAC region. The Indian government has developed programs like the FAME (Faster Adoption and Manufacturing of (Hybrid &) Electric Vehicles) program aimed at increasing the usage of electric cars in the country. Semiconductor devices used in electric vehicles, such as two-wheelers and commercial vehicles, are also expected to have a large demand in the growing Indian automotive industry. The South Korean market is also expected to have a similar trend in the APAC EV semiconductor devices market consequently owing to the growing awareness of higher mobility solutions and enhancing self-driving technologies.

In general, the supremacy of the APAC region in the EV semiconductor devices market can be explained by the ever-increasing rates of EV penetration, orientation on the development of automotive technology by major manufacturers in the given region, and other complementary factors. By far, the Chinese and Indian markets are anticipated to act as the major growth enablers for the EV semiconductor devices market within APAC.

The EV semiconductor devices market key developments:

  • In September 2022, STMicroelectronics released the Stellar P6 automotive MCU to integrate EV platform systems with higher integration capabilities for the next level of electrification of power trains and domain-oriented systems that can be updated over the air.
  • RoadPak- May 2022 -Hitachi Energy introduces its new power semiconductor module for electric vehicles. Heating it up for a long time makes it a compact module that mainly utilizes SiC technology to achieve high power density levels. This enables faster charging reliability over the lifetime of the car and the least power losses to enable longer ranges of the car.
  • September 2022 - VinFast is a Vietnamese electric vehicle manufacturer, while Renesas Electronics Corp is a global supplier of automotive electronics semiconductors. These companies entered into a strategic partnership through which VinFast will contribute to the development of electric vehicles' automotive technology and delivery of system parts.

The EV semiconductor devices market is segmented and analyzed as follows:

By Vehicle Type

  • Battery Electric Vehicle (BEV)
  • Plug-in Hybrid Electric Vehicles (PHEV)

By Component

  • Analog
  • Memory
  • Discrete
  • Logic
  • Other Components

By Application

  • Powertrain
  • Chassis and Safety
  • Infotainment and Telematics
  • Body and Convenience
  • Advanced Driver Assistance Systems

By Geography

  • North America
  • USA
  • Canada
  • Mexico
  • South America
  • Brazil
  • Argentina
  • Others
  • Europe
  • United Kingdom
  • Germany
  • France
  • Italy
  • Spain
  • Rest of Europe
  • Middle East and Africa
  • Saudi Arabia
  • Saudi Arabia
  • United Arab Emirates
  • Rest of Middle East and Africa
  • Asia-Pacific
  • China
  • India
  • Japan
  • South Korea
  • Taiwan
  • Thailand
  • Indonesia
  • Rest of Asia-Pacific

TABLE OF CONTENTS

1. INTRODUCTION

  • 1.1. Market Overview
  • 1.2. Market Definition
  • 1.3. Scope of the Study
  • 1.4. Market Segmentation
  • 1.5. Currency
  • 1.6. Assumptions
  • 1.7. Base and Forecast Years Timeline
  • 1.8. Key benefits for the stakeholders

2. RESEARCH METHODOLOGY

  • 2.1. Research Design
  • 2.2. Research Process

3. EXECUTIVE SUMMARY

  • 3.1. Key Findings
  • 3.2. Analyst View

4. MARKET DYNAMICS

  • 4.1. Market Drivers
    • 4.1.1. Increased Use of Sensors, ICs, and Automated Systems in Electric Vehicle
    • 4.1.2. Rising demand for longer driving range and faster charging time in EVs5.2 Market Challenges
  • 4.2. Market Restraints
    • 4.2.1. Threats from Substitutes
  • 4.3. Porter's Five Forces Analysis
    • 4.3.1. Bargaining Power of Suppliers
    • 4.3.2. Bargaining Power of Buyers
    • 4.3.3. The Threat of New Entrants
    • 4.3.4. Threat of Substitutes
    • 4.3.5. Competitive Rivalry in the Industry
  • 4.4. Industry Value Chain Analysis

5. EV SEMICONDUCTOR DEVICES MARKET BY VEHICLE TYPE

  • 5.1. Introduction
  • 5.2. Battery Electric Vehicle (BEV)
  • 5.3. Plug-in Hybrid Electric Vehicles (PHEV)

6. EV SEMICONDUCTOR DEVICES MARKET BY COMPONENT

  • 6.1. Introduction
  • 6.2. Analog
  • 6.3. Memory
  • 6.4. Discrete
  • 6.5. Logic
  • 6.6. Other Components

7. EV SEMICONDUCTOR DEVICES MARKET BY APPLICATION

  • 7.1. Introduction
  • 7.2. Powertrain
  • 7.3. Chassis and Safety
  • 7.4. Infotainment and Telematics
  • 7.5. Body and Convenience
  • 7.6. Advanced Driver Assistance Systems

8. EV SEMICONDUCTOR DEVICES MARKET BY GEOGRAPHY

  • 8.1. Global Overview
  • 8.2. North America
    • 8.2.1. United States
    • 8.2.2. Canada
    • 8.2.3. Mexico
  • 8.3. South America
    • 8.3.1. Brazil
    • 8.3.2. Argentina
    • 8.3.3. Rest of South America
  • 8.4. Europe
    • 8.4.1. United Kingdom
    • 8.4.2. Germany
    • 8.4.3. France
    • 8.4.4. Italy
    • 8.4.5. Spain
    • 8.4.6. Rest of Europe
  • 8.5. Middle East and Africa
    • 8.5.1. Saudi Arabia
    • 8.5.2. United Arab Emirates
    • 8.5.3. Rest of Middle East and Africa
  • 8.6. Asia-Pacific
    • 8.6.1. China
    • 8.6.2. India
    • 8.6.3. Japan
    • 8.6.4. South Korea
    • 8.6.5. Taiwan
    • 8.6.6. Thailand
    • 8.6.7. Indonesia
    • 8.6.8. Rest of Asia-Pacific

9. COMPETITIVE ENVIRONMENT AND ANALYSIS

  • 9.1. Major Players and Strategy Analysis
  • 9.2. Market Share Analysis
  • 9.3. Mergers, Acquisitions, Agreements, and Collaborations
  • 9.4. Competitive Dashboard

10. COMPANY PROFILES

  • 10.1. Taiwan Semiconductor Manufacturing Company Limited
  • 10.2. Infineon Technologies
  • 10.3. STMicroelectronics
  • 10.4. NXP Semiconductors
  • 10.5. Texas Instruments
  • 10.6. Renesas Electronic
  • 10.7. Microchip Technology
  • 10.8. On Semiconductor Corporation
  • 10.9. Analog Devices Inc.
  • 10.10. ROHM Co. Ltd
  • 10.11. Toshiba Corporation