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汽车半导体：市场占有率分析、产业趋势、成长预测（2024-2029）

Automotive Semiconductor - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)
出版日期: | 出版商: Mordor Intelligence | 英文 158 Pages | 商品交期: 2-3个工作天内

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简介目录

汽车半导体市场规模预计到2024年为727.1亿美元，预计到2029年将达到1,232.7亿美元，在预测期内（2024-2029年）复合年增长率为11.14%。

汽车半导体市场

主要亮点

  • 近年来，随着 3D 地图应用、电动车和车辆自动化等许多先进技术的出现，汽车产业经历了快速转型。因此，对感测器、记忆体和 IC 等各种尖端半导体的需求不断增加。
  • 全球汽车半导体销售趋势主要受到汽车销售和生产趋势的影响，以及由于整车电子元件激增而导致每辆车半导体部署量增加的影响。由于全球严格的监管和安全要求，汽车半导体市场受到零缺陷品质流程、严格的资格流程、功能安全的设计架构、广泛的设计时间范围和高可靠性的推动，其特点是产品寿命长。导致汽车领域对半导体的大量需求。
  • 根据国际工业协会 (OICA) 的数据，2023 年全球汽车产量将超过 9,300 万辆。这比 2022 年增加了约 10%。 COVID-19 大流行为汽车购买行为和客户态度带来了许多变化。人们很容易接受数位服务和功能，帮助他们保持联繫、安全和可追踪。
  • 因此，随着车载萤幕变得越来越普遍，我们期望许多其他数位功能能够轻鬆整合。由于人们对触控表面的担忧日益增加，虚拟助理、语音辨识、个人化和手势控制的需求也可能增加。汽车市场正在竞相标准化，A-PHY（串行器解串器（SerDes）物理层介面）预计将成为主要的连接解决方案。汽车生态系统正在围绕该标准进行整合，A-PHY 预计将在不久的将来成为全球汽车的主要连接解决方案。然而，由于极冷和极热条件下的运作缺陷，汽车半导体市场可能面临不可避免的挑战。
  • COVID-19 过后，市场上的各种公司正在製定各种策略，例如推出、收购和合併，以获得竞争优势。

汽车半导体市场趋势

乘用车占主要市场占有率

  • 乘用车电动车需求的不断成长是加速乘用车汽车半导体需求的主要因素之一。例如，根据彭博经济论坛的数据，到2023 年，印度所有细分市场的电动车销量都将成长，乘用车电动车销量几乎翻倍，达到96,000 辆，占乘用车总销量的2.3% 。
  • 按组件划分，感测器领域预计将成为市场成长的主要驱动力。这是由于对主动式车距维持定速系统和自动紧急煞车等 ADAS 功能的需求不断增加，从而推动了对更先进、更强大的汽车半导体的需求。这些系统依靠感测器和处理器来高效运作。
  • 对安全系统的需求不断增长，这与 ADAS 和自动紧急煞车系统的引入以及道路安全法规的改进有关，正在推动全球汽车半导体元件的需求。
  • 欧盟 (EU) 将从 2024 年中期开始强制执行 ADAS 系统，联合国计划推出关于提供额外驾驶员辅助系统（DCAS 和 ADAS）的新法规，该法规将于 2025 年 1 月生效。 。
  • 欧洲、北美和亚太地区的多个国家已核准立法，要求在消费性车辆中配备各种类型的 ADAS。
  • 自动驾驶和自动驾驶汽车的日益普及是 ADAS 市场的关键成长要素，并正在推动汽车半导体市场的成长。例如，根据英特尔的预测，到 2030 年，全球汽车销售量预计将达到约 1.014 亿辆，而到 2030 年，自动驾驶汽车预计将占车辆登记量的 12% 左右。

亚太地区正在经历显着成长

  • 汽车製造业的崛起以及汽车原始设备製造商和半导体製造商之间合作关係的深化正在推动亚太汽车半导体市场的发展。买家优先考虑汽车的舒适性和豪华性，而不是成本和燃油经济性等传统因素。
  • 世界各地的汽车製造商越来越多地为其汽车配备电子元件，以满足对豪华和半豪华汽车日益增长的需求。这一趋势正在推动亚太地区汽车半导体市场的发展，使该地区成为工业成长的中心。
  • 电动车需求的激增将进一步推动亚太地区汽车半导体产业的发展。随着主要汽车製造国对自动驾驶汽车的兴趣日益浓厚，製造商面临创新和部署此类技术的压力。全自动驾驶汽车的未来取决于多种因素，从技术进步和消费者接受度到定价以及产业能否解决安全问题。这些因素可能会影响未来几年自动驾驶汽车的发展轨迹。
  • 汽车和半导体行业越来越关注技术增强和原材料谈判，以将可靠的技术整合到车辆中。例如，英伟达和丰田合作增强自动驾驶能力，凸显了该产业对先进汽车技术的承诺。
  • 丰田选择 NVIDIA 的 DRIVE PX AI 汽车电脑平台突显了其致力于开发尖端自动驾驶系统的承诺。像这样的合作伙伴关係和创新对于推动亚太汽车半导体市场的发展至关重要。
  • 中国是亚太地区汽车半导体领域的关键参与者。该国对安全功能的重视、导航等资讯娱乐应用的兴起，以及具有停车辅助和车道偏离警告等先进功能的 ADAS（高级驾驶员辅助系统）的日益普及，是市场增长的关键驱动力。 。

汽车半导体产业概况

由于一体化程度不断提高、技术进步和地缘政治情景，市场波动较大。随着 IDM 和晶圆代工厂变得更加垂直整合，考虑到其收益所带来的投资能力，市场竞争预计将加剧。

随着各汽车公司的需求预计将激增，透过创新而具有显着永续竞争优势的市场可能会面临更激烈的竞争。

在此背景下，考虑到汽车公司对半导体製造商品质的期望的重要性，品牌形象发挥着重要作用。由于 NXP Semiconductor NV、Infineon Technologies AG、MediaTek Renesas Electronics Corporation 和 Texas Instrument Inc. 等成熟市场参与者的存在，市场渗透率也很高。

  • 2024年2月：英飞凌科技股份公司宣布，英飞凌与本田汽车工业签署谅解备忘录，建立策略伙伴关係。本田选择英飞凌作为其半导体合作伙伴，以调整其未来的产品和技术蓝图。两家公司同意继续讨论供应安全问题，并鼓励在与缩短上市时间的技术相关的计划上进行相互知识转移和合作。
  • 2023 年 11 月，NXP Semiconductors NV 宣布与 Zendar Inc. 进行投资和合作，Zendar Inc. 是一家致力于使用高解析度雷达创新自动驾驶系统的软体新兴企业。这项投资将加速和改进 ADAS（高级驾驶辅助系统）和自动驾驶（AD）的高解析度雷达解决方案，补充恩智浦的可扩展雷达产品组合。
  • 2023 年 11 月，瑞萨电子公司宣布了针对汽车数位领域所有关键应用的下一代微控制器 (MCU) 和系统晶片(SoC) 的计画。该公司宣布计划开发两款 MCU 产品，这些产品将包含在下一代 R-Car 系列中。其中之一是最近推出的一系列跨界 MCU，可提供下一代 E/E 车辆架构中的域和区域电控系统(ECU) 所需的高性能。二是计划推出专门针对车辆控制市场的独立MCU平台。

其他好处：

  • Excel 格式的市场预测 (ME) 表
  • 3 个月的分析师支持

目录

第一章简介

  • 研究假设和市场定义
  • 调查范围

第二章调查方法

第三章执行摘要

第四章市场洞察

  • 市场概况
  • 产业吸引力－波特五力分析
    • 供应商的议价能力
    • 消费者议价能力
    • 新进入者的威胁
    • 竞争公司之间的敌对关係
    • 替代品的威胁
  • 产业价值链分析
  • 评估 COVID-19 和其他宏观经济趋势的市场影响
  • 自动驾驶汽车中射频元件需求概览

第五章市场动态

  • 市场驱动因素
    • 汽车产量增加
    • 对先进安全和舒适系统的需求不断增长
  • 市场限制因素
    • 先进装备车成本上升

第六章 市场细分

  • 按车型
    • 客车
    • 轻型商用车
    • 大型商用车
  • 按成分
    • 处理器
    • 感应器
    • 储存装置
    • 积体电路
    • 分离式功率元件
    • 射频装置
  • 按用途
    • 底盘
    • 电力电子
    • 安全
    • 车身电子产品
    • 舒适/娱乐单元
    • 其他的
  • 按地区
    • 北美洲
    • 欧洲
    • 亚洲
    • 澳洲/纽西兰
    • 拉丁美洲
    • 中东/非洲

第七章 竞争格局

  • 公司简介
    • NXP Semiconductor NV
    • Infineon Technologies AG
    • Renesas Electronics Corporaton
    • STMicroelectronics NV
    • Toshiba Electronic Devices & Storage Corporation（Toshiba Corporation）
    • Texas Instrument Inc.
    • Robert Bosch GmbH
    • Micron Technology
    • Onsemi（Semiconductor Components Industries LLC）
    • Analog Devices Inc.
    • ROHM Co. Ltd

第八章投资分析

第9章 未来趋势

简介目录
Product Code: 52537

The Automotive Semiconductor Market size is estimated at USD 72.71 billion in 2024, and is expected to reach USD 123.27 billion by 2029, growing at a CAGR of 11.14% during the forecast period (2024-2029).

Automotive Semiconductor - Market

Key Highlights

  • The automobile industry has transformed rapidly over the past few years with the advent of numerous advanced technologies, such as 3D mapping applications, electric vehicles, and automobile automation. This has increased the demand for several advanced semiconductors, including sensors, memory devices, ICs, and many more.
  • Growth in automotive semiconductor sales globally mainly depends on vehicle sales and production trends, along with the increase in semiconductor deployment per vehicle, driven by the proliferation of electronic elements throughout the car. Due to the high degree of regulatory scrutiny and safety requirements worldwide, the automotive semiconductor market is characterized by zero-defect quality processes, stringent qualification processes, functionally safe design architecture, extensive design-in timeframes, high reliability, and long product life cycles, which would lead to significant demand for semiconductors in the automotive sector.
  • According to the International Organization of Motor Vehicle Manufacturers (OICA), in 2023, over 93 million automobiles were manufactured worldwide. This was an increase of around 10% from 2022. The COVID-19 pandemic led to various changes in car buying behavior and customer attitudes. People readily accept digital services and features to stay connected, safe, and trackable.
  • Hence, the increasing penetration of in-vehicle screens is expected to lead to the easy integration of many other digital features. Virtual assistants, voice recognition, personalization, and gesture control may also experience increased demand for growing concerns over touching surfaces. The automotive market is racing toward standardization, and A-PHY (serializer-deserializer (SerDes) physical layer interface) is expected to be the leading connectivity solution. The automotive ecosystem is merging around this standard, and it is expected that A-PHY will soon become a dominant connectivity solution in cars worldwide. However, the automotive semiconductor market is likely to face compelling challenges because of operating flaws in climatic conditions like extreme cold and heat.
  • Post-COVID-19, various companies in the market are involved in different strategies, such as launches, acquisitions, and mergers, to gain a competitive edge.

Automotive Semiconductor Market Trends

Passenger Vehicles to Hold Major Market Share

  • The growing demand for passenger electric vehicles is among the key drivers accelerating the demand for automotive semiconductors in passenger vehicles, as electric vehicles need a greater number of semiconductors compared to traditionally powered vehicles. For instance, according to Bloomberg Economy Forum, electric vehicle sales in India increased across all segments in 2023, with passenger electric vehicles approximately doubling to 96,000 units, 2.3% of all passenger vehicle sales.
  • Based on components, the sensors segment is expected to drive market growth significantly. This is due to the increasing demand for ADAS features like adaptive cruise control and automatic emergency braking, driving the need for more sophisticated and powerful automotive semiconductors. These systems rely on sensors and processors to function efficiently.
  • The increasing demand for safety systems can be linked to the introduction of ADAS or automated emergency braking systems and improved road safety rules, driving the demand for automotive semiconductor components worldwide.
  • The European Union's compulsion of ADAS systems starting mid-2024 and a plan to introduce new regulations by the United Nations for the provision of additional driver assistance systems (DCAS and ADAS) that will come into force in January 2025 are anticipated further to drive market growth with increased demand for automotive semiconductors.
  • Some countries in Europe, North America, and Asia-Pacific have approved legislation mandating different types of ADAS in consumer vehicles.
  • The rising adoption of self-driving or autonomous vehicles is a crucial growth factor for the ADAS market, driving the growth of the automotive semiconductors market. For instance, according to Intel, global car sales are anticipated to reach around 101.4 million units in 2030, and autonomous vehicles are estimated to account for around 12% of car registrations by 2030.

Asia Pacific to Register Significant Growth

  • The increased automotive manufacturing and deepening partnerships between automotive OEMs and semiconductor manufacturers are propelling the Asia-Pacific automotive semiconductor market. Buyers prioritize a vehicle's comfort and luxury over traditional factors like cost and fuel efficiency.
  • Global automakers, responding to the rising demand for luxury and semi-luxury vehicles, are increasingly outfitting their cars with electronic components. This trend is boosting the Asia-Pacific automotive semiconductors market, making the region a focal point for industry growth.
  • The surge in electric vehicle demand is set to drive the Asia-Pacific automotive semiconductor sector further. As key automotive manufacturing nations witness a growing interest in self-driving cars, manufacturers are pressured to innovate and introduce such technologies. The future of fully autonomous vehicles hinges on various factors, from technological advancements and consumer acceptance to pricing and the industry's ability to address safety concerns. These factors will shape the trajectory of autonomous vehicles in the coming years.
  • The automotive and semiconductor sectors are intensifying their focus on technology enhancements and raw material negotiations, integrating reliable technology into vehicles. For instance, NVIDIA's collaboration with Toyota, which enhances autonomous driving capabilities, highlights the industry's push toward advanced automotive technologies.
  • Toyota's adoption of NVIDIA's DRIVE PX AI car computer platform underscores the commitment to developing cutting-edge autonomous driving systems. Such partnerships and innovations are pivotal in propelling the Asia-Pacific automotive semiconductor market forward.
  • China is a key player in the Asia-Pacific automotive semiconductor landscape. The country's emphasis on safety features, the rise of infotainment applications like navigation, and the growing popularity of ADAS systems, featuring advanced functionalities such as parking assist and lane-departure warnings, are significant drivers of market growth.

Automotive Semiconductor Industry Overview

The market studied fluctuates due to growing consolidation, technological advancement, and geopolitical scenarios. With the rising vertical integration of IDMs and foundries, the intensity of competition in the market is expected to increase, considering their ability to invest, which results from their revenues.

In a market where the sustainable competitive advantage through innovation is considerably high, the competition is likely to increase, considering the anticipated surge in demand from various automotive firms.

In such a situation, brand identity plays a major role, considering the importance of quality that the automotive firms expect from a semiconductor manufacturing player. The market penetration levels are also high with the presence of large market incumbents, such as NXP Semiconductor NV, Infineon Technologies AG, MediaTek Renesas Electronics Corporation, and Texas Instrument Inc..

  • February 2024: Infineon Technologies AG announced that Infineon and Honda Motor Co. Ltd signed a memorandum of understanding (MoU) to build a strategic collaboration. Honda selected Infineon as a semiconductor partner to align future product and technology roadmaps. The two companies agreed to continue discussions on supply stability and encourage the transfer of mutual knowledge and collaboration on projects to accelerate the time-to-market technologies.
  • November 2023: NXP Semiconductors NV announced the investment in and collaboration with Zendar Inc., a software start-up dedicated to revolutionizing autonomous vehicle systems with high-resolution radar. The investment accelerated and improved high-resolution radar solutions for advanced driver assistance systems (ADAS) and autonomous driving (AD) to complement NXP's leading scalable radar portfolio.
  • November 2023: Renesas Electronics Corporation laid out plans for its next-generation microcontrollers (MCUs) and system-on-chips (SoCs), targeting all significant applications across the automotive digital domain. The company shared its plans for two forthcoming MCU product advancements in the next-generation R-Car family. One is a recent crossover MCU series that delivers the high performance required for domain and zone electronic control units (ECU) in next-generation E/E automobile architectures. Secondly, the group plans to introduce a separate MCU platform tailored to the vehicle control market.

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 Consumers
    • 4.2.3 Threat of New Entrants
    • 4.2.4 Intensity of Competitive Rivalry
    • 4.2.5 Threat of Substitute Products
  • 4.3 Industry Value Chain Analysis
  • 4.4 Assessment of the Impact of COVID-19 and Other Macroeconomic Trends on the Market
  • 4.5 Overview of RF Device Demand in Autonomous Vehicles

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Increasing Vehicle Production
    • 5.1.2 Rising Demand for Advanced Safety and Comfort Systems
  • 5.2 Market Restraints
    • 5.2.1 Higher Cost of Advanced Featured Vehicles

6 MARKET SEGMENTATION

  • 6.1 By Vehicle Type
    • 6.1.1 Passenger Vehicle
    • 6.1.2 Light Commercial Vehicle
    • 6.1.3 Heavy Commercial Vehicle
  • 6.2 By Component
    • 6.2.1 Processors
    • 6.2.2 Sensors
    • 6.2.3 Memory Devices
    • 6.2.4 Integrated Circuits
    • 6.2.5 Discrete Power Devices
    • 6.2.6 RF Devices
  • 6.3 By Application
    • 6.3.1 Chassis
    • 6.3.2 Power Electronics
    • 6.3.3 Safety
    • 6.3.4 Body Electronics
    • 6.3.5 Comforts/Entertainment Unit
    • 6.3.6 Other Applications
  • 6.4 By Geography***
    • 6.4.1 North America
    • 6.4.2 Europe
    • 6.4.3 Asia
    • 6.4.4 Australia and New Zealand
    • 6.4.5 Latin America
    • 6.4.6 Middle East and Africa

7 COMPETITIVE LANDSCAPE

  • 7.1 Company Profiles*
    • 7.1.1 NXP Semiconductor NV
    • 7.1.2 Infineon Technologies AG
    • 7.1.3 Renesas Electronics Corporaton
    • 7.1.4 STMicroelectronics NV
    • 7.1.5 Toshiba Electronic Devices & Storage Corporation (Toshiba Corporation)
    • 7.1.6 Texas Instrument Inc.
    • 7.1.7 Robert Bosch GmbH
    • 7.1.8 Micron Technology
    • 7.1.9 Onsemi (Semiconductor Components Industries LLC)
    • 7.1.10 Analog Devices Inc.
    • 7.1.11 ROHM Co. Ltd

8 INVESTMENT ANALYSIS

9 FUTURE TRENDS