电动汽车半导体器件市场——COVID-19 的增长、趋势、影响和预测 (2023-2028)

预测期内，电动汽车半导体器件市场预计将以 30.2% 的复合年增长率增长。

政府加大引入电动汽车的力度，以及对电动汽车更长行驶距离和更短充电时间的需求不断增加，正在推动电动汽车对半导体器件的需求增加。

主要亮点

• 汽车製造业受到全球半导体芯片短缺的沉重打击。 一家大型汽车製造商报告称，由于半导体芯片短缺，产量下降了约 40%。 出于这个原因，各地区正在做出各种努力来增加芯片产量。 例如，2022 年 8 月，美国通过了 CHIPS 法案（Creating Helpful Incentives to Producing Semiconductors）。 该部门预计将有527亿美元的资金，将用于半导体研发和生产。
• 此外，2022 年 9 月，Vedanta Ltd. 和台湾富士康与古吉拉特邦政府签署了谅解备忘录，投资 1.54 万亿美元建立半导体和显示器 FAB 製造设备。。 Vedanta Displays Ltd. 将投资 94,500 挪威克朗（945,000 美元）建立一个显示 FAB 单元。
• 在 SiC 半导体市场，由于政府对减少二氧化碳排放量的要求发生变化以及主要汽车製造商对乘用车进行电气化，因此需求正在增长。 SiC 还用于电动汽车电池应用。 当用于电池时，它可以增加单次充电的行驶里程，缩短充电时间，并通过降低电池容量和重量来提高电池效率。
• 在这个市场上，各种汽车製造商都在大力投资电动汽车的生产。 例如，2022 年 4 月，本田汽车宣布计划在未来十年投资 630 亿美元用于电动汽车开发。 该汽车製造商计划在研发上投入约 8 万亿日元（610 亿美元），其中约 5 万亿日元（380 亿美元）将专注于电气化和软件。
• COVID-19 疫情从供需两方面影响了整个半导体製造市场。 此外，全球半导体工厂的停产和关闭加剧了供应短缺。 然而，其中许多影响都是短期的。 随着世界各国政府采取预防和安全措施支持汽车和半导体行业，行业增长有望復苏。
• 根据韩国汽车技术研究所 (Katech) 的数据，2020 年左右开始的全球汽车半导体短缺将在未来两到三年内继续影响全球汽车行业。 2023年之后，部分业务可能仍会受到影响。 Katech 表示，截至 2021 年 9 月，大众汽车、通用汽车、Stellantis 和本田等全球主要汽车製造商的累计产量较 2019 年同期下降约 30%。 而现代汽车集团旗下的韩国两大车企现代汽车和起亚，2021年前三季度的产量仅比2019年减少了14%。

电动汽车用半导体器件市场趋势

电动汽车越来越多地采用传感器、IC 和自动化系统，预计将推动市场增长

• 在电动汽车市场，向更小节点（约 10 纳米）的转变将使半导体公司因更高的功率和性能而获得竞争优势。
• ADAS 系统在电动汽车中的广泛采用是半导体设备市场的主要推动力。 在这方面，自动驾驶技术等先进移动解决方案的推出是亚太地区汽车半导体市场的主要推动力。 自动驾驶汽车包括自适应巡航控制系统 (ACC)、盲点监控器、无眩光远光灯和像素灯、自动泊车系统、汽车夜视系统、自动制动系统、侧风稳定器、辅助器睡意检测系统、变道等。高级驾驶员辅助系统，例如辅助系统。 这些先进的驱动系统由半导体驱动。
• 2022 年 7 月，索尼宣布了其电动汽车和自动驾驶工作的下一步计划，即采用一种新的自动驾驶传感器，该传感器可将车辆车载系统使用的电力减少多达 70%。。 此外，到 2022 年，索尼有望在这一领域更加活跃，索尼将成立 EV 部门，与本田合作，旨在为自动驾驶提供图像传感器。 因此，这些电动汽车市场因素正在推动全球汽车半导体市场。
• 从大功率模块和功率半导体到传感器和分立元件，Infineon Technologies 针对电动汽车的五个关键领域提供优化电源效率和微控制器的解决方案。 预计这些措施将影响所研究的市场并为其增长做出积极贡献。
• 所有顶级汽车製造商都在努力使电动汽车更普及。 例如，宝马正在推动在未来几年内将其总销量的 15-25% 用于电动汽车，而本田的目标是到 2030 年将其总销量的三分之二用于电动汽车。我的目标是。 这些目标将推动电动汽车市场上广泛使用半导体设备。
• 2022 年 6 月，Microchip 发布了专为 EV 电机控制应用打造的 LX34070 IC，将其广泛的电感式位置传感器产品线扩展到 EV 电机控制市场。 LX34070 具有差分输出、高速采样率和符合 ISO 26262 标准的功能安全功能，具有 ASIL-C（汽车安全完整性等级-C）分类。 这些领先公司的技术创新不断推动研究市场的增长。

亚太地区占据重要市场份额

• 该地区正在增加电动汽车的产量，以满足其客户的高需求。 根据中国汽车工业协会的数据，中国将在 2021 年生产 290 万辆纯电动汽车，比 2020 年增长 166%。 同年，中国生产了约 601,000 辆插电式混合动力汽车，比 2020 年增长了 131%。
• 随着电动汽车 (EV) 的普及，对碳化硅 (SiC) 基部件、氮化镓 (GaN) 芯片以及高输出和高能效部件等化合物半导体的需求不断增加。 基于 SiC 的器件也可用于提高电源效率、延长充电时间、提高速度并增强电动汽车的牵引力。
• 各国政府都在努力提高汽车芯片的产量。 例如，2021年3月，韩国政府宣布未来两年将向国内汽车半导体市场投资1768亿美元。 为了抵□□消潜在的长期影响，各国政府正在采取措施解决全球芯片短缺问题。
• 此外，该地区还出现了各种供应商之间的战略联盟，推动了对半导体设备的需求。 例如，2022 年 3 月，索尼公司和本田汽车有限公司宣布合作开发和销售电池驱动的电动汽车。 该合资企业将于今年成立，目标是在 2025 年推出首款车型。
• 此外，2022 年 6 月，日本芯片製造商 Renesas Electronics 与 Tata Motors 合作设计、开发和製造半导体解决方案。 两家公司关注的合作领域包括在先进驾驶辅助系统 (ADAS) 和包括 5G 在内的无线网络解决方案等新兴汽车技术方面的非排他性合作伙伴关係。

电动汽车半导体器件市场竞争者分析

电动汽车用半导体器件市场竞争激烈，众多国内外厂商活跃。 随着市场的扩大和更多机会的出现，预计在不久的将来会有更多的玩家进入这个市场。 所研究市场的主要参与者包括 STMicroelectronics、Renesas Electronics 和 Texas Instruments。 这些主要参与者正在采取各种增长战略，例如新产品发布、併购、业务扩张、合作伙伴关係和合资企业，以巩固其在该市场的地位。

• 2022 年 10 月 - ST Microelectronics 发布了一款新的微控制器 (MCU)，适用于利用面向领域的无线可更新系统和电动传动系统的电动汽车。
• 2022 年 5 月 - 日立能源宣布推出其开创性的电动汽车功率半导体模块“RoadPak”。 负载包是使用碳化硅 (SiC) 技术的小型模块，可为快速充电提供出色的功率密度水平，在车辆的整个使用寿命期间提供可靠性，并为最大行驶里程提供最小的功率损耗。.

其他好处

• Excel 格式的市场预测 (ME) 表
• 三个月的分析师支持

内容

第1章介绍

• 研究假设和市场定义
• 调查范围

第2章研究方法论

第 3 章执行摘要

第 4 章市场洞察

• 市场概览
• 产业吸引力 - 波特五力分析
  • 供应商的议价能力
  • 买家的议价能力
  • 新进入者的威胁
  • 替代品的威胁
  • 竞争公司之间的敌对关係
• 评估 COVID-19 的市场影响

第 5 章市场动态

• 市场驱动力
  • 扩大电动汽车中传感器、IC 和自动化系统的使用范围
  • 对电动汽车更长续航里程和更短充电时间的需求增加
• 市场挑战
  • 汽车总成本增加
  • 缺乏筹码

第 6 章市场细分

• 车辆类型
  • 纯电动汽车 (BEV)
  • 插电式混合动力汽车 (PHEV)
• 部分
  • 模拟
  • 内存
  • 离散
  • 逻辑
  • 其他部分
• 通过申请
  • 动力总成
  • 底盘与安全
  • 信息娱乐和远程信息处理
  • 身体/便利
  • 高级驾驶辅助系统
• 各地区构成比
  • 北美
  • 欧洲
  • 亚太地区
  • 世界其他地区

第7章竞争格局

• 公司简介
  • Infineon Technologies
  • STMicroelectronics
  • NXP Semiconductors
  • Texas Instruments
  • Renesas Electronic
  • Microchip Technology
  • On Semiconductor Corporation
  • Analog Devices Inc.
  • ROHM Co. Ltd
  • Toshiba Corporation

第8章 投资分析

第9章 市场将来性

The semiconductor devices market for electric vehicles is expected to grow at a CAGR of 30.2% over the forecast period. The growing initiatives by the government for the adoption of electric vehicles and the rising demand for the longer driving range and faster charging time in EVs drive the need for electric vehicles' semiconductor devices.

Key Highlights

• The automobile manufacturing industry has been hit hard by semiconductor chip shortages globally. Leading carmakers reported a reduction in production by as much as about 40% due to these shortages. Owing to this, various initiatives were taken by regions to boost chip production. For instance, in August 2022, the United States passed the CHIPS act (Creating Helpful Incentives to Produce Semiconductors). The division received funding of USD 52.7 billion, which is expected to be used for the research, development, and production of semiconductors.
• Furthermore, in September 2022, Vedanta Ltd and Taiwan's Foxconn signed an MoU with the Gujarat government for a USD 1.54 trillion investment for setting up a semiconductor and display FAB manufacturing unit. Vedanta Displays Ltd. will set up the display FAB unit at an investment of INR 94,500 crore (USD 945,000 million) .
• The changing government requirements regarding the reduction of CO2 emissions, coupled with the electrification of passenger vehicles by various major automakers, are contributing to the growth of demand for SiC-based semiconductors in the market. Moreover, SiC is used for applications in EV batteries. As a result of its use in batteries, it extends the driving range per charge, reduces the time it takes to charge the battery, and increases battery efficiency by requiring less battery capacity and weight.
• The market is witnessing significant investments from various carmakers to produce Electric Vehicles. For instance, in April 2022, Honda Motor Co. Ltd. announced its plans to invest USD 63 billion in electric vehicle development over the next decade. The auto manufacturer plans to budget approximately JPY 8 trillion (USD 61 Billion) for its research and development expenses, with approximately JPY 5 trillion (USD 38 billion) focused on electrification and software.
• The COVID-19 pandemic influenced the overall semiconductor manufacturing market from the demand and supply sides. Additionally, the global lockdowns and closure of semiconductor plants further fueled the supply shortage. However, many of these effects are to be short-term effects. Precautions and safeguards by governments globally to support automotive and semiconductor sectors could help revive industry growth.
• According to the Korea Automotive Technology Institute or Katech, the global shortage of automotive semiconductors that started around 2020 will continue to affect the global car industry over a couple of years. Even after 2023, some companies may still be affected.​ Until September 2021, major global automakers such as Volkswagen, GM Motors, Stellantis, and Honda witnessed their accumulated production volume fall by around 30% from the same period in 2019, according to Katech. However, Hyundai Motor and Kia, Korea's two leading automotive firms under Hyundai Motor Group, produced only 14% fewer vehicles during the first three quarters of 2021 compared to 2019.​

Electric Vehicles Semiconductor Devices Market Trends

Increased Use of Sensors, ICs and Automated Systems in Electric Vehicles is Expected to Drive the Market Growth

• The shift towards smaller nodes (approximately 10 nm) in the EV market will give semiconductor companies a competitive advantage by offering increased power and performance.
• The extensive use of ADAS systems in electric vehicles is a significant driver for the semiconductor device market. In this regard, introducing advanced mobility solutions, such as autonomous driving technology, is a significant growth driver for the APAC automotive semiconductor market. Autonomous vehicles are equipped with advanced driver-assistance systems, such as adaptive cruise control (ACC), blind spot monitor, glare-free high beam and pixel light, automatic parking system, automotive night vision system, automatic braking system, crosswind stabilizer, driver drowsiness detection system, lane change assistance system, and others. These advanced driving systems are stimulated with the help of semiconductors.
• In July 2022, Sony announced its next step in its electric vehicle and autonomous driving efforts, preparing a new sensor for autonomous driving that could slash the power used by a vehicle's onboard systems by as much as 70%. Furthermore, in 2022, Sony has been seen as more active in this area, launching an EV division and partnership with Honda and setting a goal to supply autonomous driving image sensors. These factors in the EV market, therefore, drive the automotive semiconductor market globally.
• Infineon Technologies targets five key areas within the electrified vehicle with solutions to optimize power efficiency and microcontrollers, ranging from high-power modules and power semiconductors to sensors and discrete components. These steps are expected to impact the studied market and help in its growth positively.
• Every top automaker continues to make electric cars more accessible. For instance, BMW is pushing for electric vehicles to make up 15-25% of overall sales over the coming years, while Honda is striving for two-thirds of its overall sales to be electric cars by 2030. These goals will extensively drive the semiconductor devices in the EV market.
• In June 2022, extending the broad line of inductive position sensors into the EV motor control market, Microchip Technology announced the LX34070 IC purpose-built for EV motor control applications. The LX34070 IC includes differential outputs, fast sample rates, and features that make it functional-safety-ready for ISO 26262 compliance in the Automotive Safety Integrity Level-C (ASIL-C) classification. These innovations from leading market players are continuously driving the studied market toward growth.

Asia-Pacific to Hold Significant Market Share

• The region is witnessing an increased production of Electric Vehicles owing to the significant customer demand. According to the China Association of Automobile Manufacturers, China produced 2.9 million battery-electric vehicles in 2021, up 166% from 2020. Around 601,000 plug-in hybrid vehicles were produced in China in the same year, up by 131% from 2020.
• Demand for high-power, energy-efficient compound semiconductors, such as silicon carbide (SiC)-based components, gallium nitride (GaN) chips, and components is rising as more electric vehicles (EVs) are being used. SiC-based devices are also available to improve the power efficiency of EVs, lengthen charge times, increase speed, and boost towing capacity.
• Various governments are taking initiatives to boost the production of automotive chips. For instance, in March 2021, the South Korean government declared it would invest USD 176.8 billion in the domestic automotive semiconductor market over the next two years. To counteract potential long-term impacts, the government is taking measures in response to the global chip shortage.
• Furthermore, the region is witnessing strategic collaborations from various vendors, propelling the demand for semiconductor devices. For instance, in March 2022, Sony Corporation and Honda Motor Co. Ltd. announced their partnership to develop and sell battery-powered electric vehicles. The company will form a joint venture this year and aim to begin selling the first model in 2025.
• Moreover, in June 2022, Renesas Electronics, a Japan-based chipmaker, partnered with Tata Motors to design, develop and make semiconductor solutions. Areas of collaboration eyed by the firms include a non-exclusive partnership on emerging automotive technologies, such as advanced driver-assistance systems (ADAS) and wireless network solutions, including 5G.

Electric Vehicles Semiconductor Devices Market Competitor Analysis

The semiconductor devices market for electric vehicles is highly competitive, with many local and international players active. With the market expected to broaden and yield more opportunities, more players are expected to enter the market soon. The key players in the market studied include STMicroelectronics, Renesas Electronics, and Texas Instruments, among others. These major players have adopted various growth strategies, such as new product launches, mergers and acquisitions, expansions, partnerships, joint ventures, and others, to strengthen their position in this market.

• October 2022 - STMicroelectronics released new microcontrollers (MCUs) for electrified vehicles that utilize domain-oriented, over-the-air updatable systems and electrified drivetrains.
• May 2022 - Hitachi Energy announced the launch of RoadPak, its pioneering power semiconductor module for electric vehicles. It is a compact module that uses silicon carbide (SiC) technology to achieve exceptional power density levels for faster charging, reliability over the vehicle's lifetime, and least power losses for the longest possible driving range.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

• 4.1 Market Overview
• 4.2 Industry Attractiveness - Porter's Five Forces Analysis
  • 4.2.1 Bargaining Power of Suppliers
  • 4.2.2 Bargaining Power of Buyers
  • 4.2.3 Threat of New Entrants
  • 4.2.4 Threat of Substitutes
  • 4.2.5 Intensity of Competitive Rivalry
• 4.3 Assessment of the Impact of COVID-19 on the Market

5 MARKET DYNAMICS

• 5.1 Market Drivers
  • 5.1.1 Increased Use of Sensors, ICs and Automated Systems in Electric Vehicles
  • 5.1.2 Rising demand for longer driving range and faster charging time in EVs
• 5.2 Market Challenges
  • 5.2.1 Increase in Overall Cost of the Vehicle
  • 5.2.2 Chip Shortage

6 MARKET SEGMENTATION

• 6.1 By Vehicle Type
  • 6.1.1 Battery Electric Vehicles (BEV)
  • 6.1.2 Plug-in Hybrid Electric Vehicles (PHEV)
• 6.2 By Component
  • 6.2.1 Analog
  • 6.2.2 Memory
  • 6.2.3 Discrete
  • 6.2.4 Logic
  • 6.2.5 Other Components
• 6.3 By Application
  • 6.3.1 Powertrain
  • 6.3.2 Chassis and Safety
  • 6.3.3 Infotainment and Telematics
  • 6.3.4 Body and Convenience
  • 6.3.5 Advanced Driver Assistance Systems
• 6.4 By Geography
  • 6.4.1 North America
  • 6.4.2 Europe
  • 6.4.3 Asia-Pacific
  • 6.4.4 Rest of the World

7 COMPETITIVE LANDSCAPE

• 7.1 Company Profiles
  • 7.1.1 Infineon Technologies
  • 7.1.2 STMicroelectronics
  • 7.1.3 NXP Semiconductors
  • 7.1.4 Texas Instruments
  • 7.1.5 Renesas Electronic
  • 7.1.6 Microchip Technology
  • 7.1.7 On Semiconductor Corporation
  • 7.1.8 Analog Devices Inc.
  • 7.1.9 ROHM Co. Ltd
  • 7.1.10 Toshiba Corporation

8 INVESTMENT ANALYSIS

9 FUTURE OF THE MARKET