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市场调查报告书
商品编码
1759939
中国汽车半导体市场:按零件划分、全球半导体出口趋势、中国半导体出口目的地趋势、策略建议China Semiconductor Market for Automotive by Component (Microcontroller, Power Semiconductor, Sensor & MEMS Device, Memory Chip, Analog & Mixed Signal IC), Global & China Semiconductor Export, Alternate Destination - Trends and Strategic Recommendation |
到2024年,中国汽车半导体出口额将达到4,191.5亿美元,高于2020年的2,808.1亿美元,复合年增长率为8.9%,这得益于自动驾驶汽车和电动车销量的成长。
中国汽车半导体市场正吸引国内外企业庞大投资。中芯国际、华为海思、长江储存、比亚迪半导体和紫光集团等领导企业主导国内半导体市场的发展,而英特尔、三星和SK海力士等国际企业则透过合资企业和新建製造工厂扩大其影响力。中国政府正透过国家积体电路产业投资基金(简称「大基金」)、地方政府基金、补贴、税收减免和低利率贷款等政策支持该市场,力求自给自足并建构完整的供应链。随着全球对先进电子和汽车技术的需求飙升,中国正利用香港作为贸易中心,向全球出口半导体。现代汽车(尤其是电动车和联网汽车)的兴起,显着增加了对半导体的需求。这些汽车需要先进的晶片来实现动力传动系统控制、高级驾驶辅助、资讯娱乐和电池管理。因此,汽车产业已成为中国半导体成长的主要驱动力。
记忆体晶片在中国汽车半导体市场排名第二。随着人工智慧、资料中心、消费性电子产品和先进汽车技术的推动,资料储存和资料处理需求飙升,记忆体晶片也在全球半导体产业中占据第二位。记忆体晶片对于电子设备中资料的储存和搜寻至关重要,支援从应用程式执行到即时系统运行的所有功能。对于依赖大量数据实现资讯娱乐、ADAS、无人驾驶等功能的现代汽车而言,记忆体晶片至关重要。记忆体晶片广泛应用于高阶资讯娱乐系统、ADAS和仪錶板。由于复杂的计算和数据处理需求,电动车和自动驾驶汽车需要更大的记忆体。在加强成熟节点晶片国产化的同时,中国正致力于在先进记忆体技术(尤其是NAND和DRAM)方面取得重大进展,长江储存和长鑫储存等公司处于领先地位。长江储存已经开发出先进的3D TLC NAND晶片,可以与三星和美光等全球领导者竞争。中芯国际也为华为Mate 60 Pro生产7奈米晶片。
印度是世界第二大电子设备、积体电路和记忆体晶片进口国。这主要归功于该国强劲的电子产业、数位化以及缺乏大规模的国内半导体製造业。到 2024 年,光是从中国进口的电子积体电路就将达到 610 万美元。这些组件对于汽车领域的资讯娱乐、ADAS、远端讯息和数位仪錶板等高级功能至关重要,这些功能需要庞大的记忆体和处理能力。受消费者对连结性、安全性和电气化日益增长的需求的推动,印度的高级汽车功能市场正在快速成长。在混合动力汽车动力和电动车快速采用和製造 (FAME) 计划等政府倡议的支持下,电动车和联网汽车的普及正在加速。对印度电子和半导体生态系统的投资也在增加,国内外公司都在扩大生产和研发。印度政府推出了一系列奖励计划,例如针对电子产品製造业的「生产挂钩奖励计划」(PLI),进一步刺激了对进口记忆体和积体电路的需求,因为国内供应难以跟上。近期的例子包括塔塔汽车和马恆达等汽车製造商在其最新车款中融入先进的电子产品,这反映出印度汽车和电子产业技术主导成长的普遍趋势。
本报告深入分析了中国汽车半导体市场,重点关注各种类型的半导体,包括微控制器、功率半导体、感测器和MEMS装置、储存晶片、类比和混合讯号积体电路等。报告也检验了出口趋势、贸易政策和法规的影响,以及半导体产业在中国以外的多元化发展。报告也探讨了替代生产地点,并对这些地点进行了比较分析,以及转型过程中面临的挑战和策略。
此外,该报告评估了全球汽车产业对半导体市场的影响,并提供了未来展望。报告还提供了推动中国半导体市场成长的关键因素的详细资讯。对主要产业参与企业的深入分析,提供了对其业务概况、产品供应、关键策略、合约、伙伴关係、协议、新产品发布、併购活动的深入了解。
本报告为市场领导和新进业者提供了有关中国汽车半导体市场及其细分市场收益估算的宝贵资讯。它将帮助相关人员了解竞争格局,更有效地定位业务,并制定合适的打入市场策略。此外,报告还深入分析了当前的市场情势,并重点介绍了产业内的关键驱动因素、限制因素、挑战和机会。
In 2024, China's exports of automotive semiconductors reached USD 419.15 billion in 2024, from USD 280.81 billion in 2020, with a CAGR of 8.9%, driven by increased sales of autonomous and electric vehicles.
China's semiconductor market for the automotive sector is experiencing substantial investment from both domestic and global companies. Major players such as SMIC, Huawei's HiSilicon, YMTC, BYD Semiconductor, and Tsinghua Unigroup are leading domestic efforts, while international firms like Intel, Samsung, and SK Hynix are expanding their presence through joint ventures and new fabrication plants. The Chinese government supports the market with the National Integrated Circuit Industry Investment Fund ("Big Fund"), local government funds, subsidies, tax breaks, and low-interest loans, all aimed at achieving self-sufficiency and a complete supply chain. As global demand for advanced electronics and automotive technologies surges, China exports semiconductors worldwide, often using Hong Kong as a trade hub. The rise of modern vehicles, primarily electric and connected cars, has significantly increased the demand for semiconductors, as these vehicles require advanced chips for powertrain control, advanced driver assistance, infotainment, and battery management. Consequently, the automotive sector has become a key driver of semiconductor growth in China.
Memory chips are the second-largest segment in China's automotive semiconductor market.
Memory chips rank second in the Chinese automotive semiconductor market. These chips also hold the second-largest position in the global semiconductor industry due to soaring demand for data storage and processing, driven by AI, data centers, consumer electronics, and advanced automotive technologies. Memory chips are vital for storing and retrieving data in electronic devices, enabling everything from application execution to real-time system operations-an essential requirement for modern vehicles that rely on significant amounts of data for infotainment, ADAS, and autonomous driving features. Memory chips are extensively used in high-end infotainment systems, ADAS, and digital instrument clusters in cars. Electric and autonomous vehicles demand even more memory due to their complex computing and data processing needs. China is focusing on boosting domestic production of mature-node chips while also making significant advancements in advanced memory technology, particularly in NAND and DRAM, with companies like YMTC and CXMT leading the way. YMTC has developed advanced 3D TLC NAND chips that compete with global leaders like Samsung and Micron, while CXMT has produced and released G4 DDR5 DRAM. SMIC has also manufactured 7 nm chips for Huawei's Mate 60 Pro.
India is the second-largest importer of semiconductors from China.
India is the second-largest importer of electronics, integrated circuits, and memory chips worldwide. This is primarily due to the country's robust electronics sector, digitalization, and the lack of large-scale domestic semiconductor manufacturing. In 2024, imports of electronic integrated circuits from China alone reached USD 6.1 million. These components are essential in the automotive sector for advanced features such as infotainment, ADAS, telematics, and digital instrument clusters, which require significant memory and processing power. The Indian market for advanced automotive features is rapidly growing, driven by rising consumer demand for connectivity, safety, and electrification. The adoption of EVs and connected cars is accelerating, supported by government initiatives like the Faster Adoption and Manufacturing of Hybrid and Electric Vehicles (FAME) scheme. Investment in India's electronics and semiconductor ecosystem is also on the rise, with both domestic and international companies expanding production and R&D. The government has launched incentive programs such as the Production-Linked Incentive (PLI) scheme for electronics manufacturing, further increasing demand for imported memory and integrated circuits as local supply struggles to keep pace. Recent examples include automakers like Tata Motors and Mahindra integrating more sophisticated electronics into their latest models, reflecting the broader trend of technology-driven growth in India's automotive and electronics sectors.
The report provides an in-depth analysis of the China semiconductor market for automotive, focusing on various types, including microcontrollers, power semiconductors, sensors & MEMS devices, memory chips, and analog & mixed-signal integrated circuits. It examines export trends, the impact of trade policies and restrictions, and the diversification of the semiconductor industry away from China. The report also explores alternative manufacturing destinations, offering a comparative analysis of these locations, along with the challenges and strategies associated with the transition.
Additionally, the report assesses the effects of the global automotive sector on the semiconductor market and presents a future outlook. It includes detailed information about the major factors driving growth in China's semiconductor market. A thorough analysis of key industry players provides insights into their business overviews, product offerings, key strategies, contracts, partnerships, agreements, new product launches, mergers, and acquisitions.
The report provides valuable information for market leaders and new entrants regarding revenue estimates for both the overall automotive semiconductor market in China and its sub-segments. It will assist stakeholders in understanding the competitive landscape, positioning their businesses more effectively, and planning appropriate go-to-market strategies. Additionally, the report offers insights into the current market conditions and highlights key drivers, restraints, challenges, and opportunities within the industry.