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市场调查报告书
商品编码
1851594

汽车电控系统：市场占有率分析、产业趋势、统计数据和成长预测（2025-2030 年）

Automotive Electronic Control Unit - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 150 Pages | 商品交期: 2-3个工作天内

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简介目录

预计到 2025 年，汽车电控系统市场规模将达到 1,034.1 亿美元，到 2030 年将达到 1,374 亿美元，预测期（2025-2030 年）复合年增长率为 5.83%。

汽车电子控制单元市场-IMG1

关键成长驱动因素包括高级驾驶辅助系统 (ADAS) 的监管期限、乘用车和商用车的快速电气化以及向集中式车辆架构的转变。纯电动车需要多个新的控制区域，例如电池、逆变器、车载充电器和温度控管，这增加了每辆车的半导体元件数量。

全球汽车电控系统市场趋势与洞察

电气化浪潮正在增加每辆车的ECU数量。

纯电动动力传动系统引入了专用的控制单元，用于电池管理、逆变器逻辑、充电协商和能量回收煞车。每项功能都会增加传统燃油平台所不需要的处理开销，因此预计每辆车的半导体支出将从2019年的420美元增加到2030年的1350美元。混合动力配置增加了整合复杂性，因为演算法必须无缝协调两种动力源。据康明斯称，其电子动力传动系统控制模组可优化柴油、氢、天然气和纯电动系统，该公司预计，由于燃料策略多样化，ECU的数量将会增加。因此，随着OEM厂商推出新的纯电动或燃料电池项目，汽车电控系统市场将迎来销售成长。

美国、欧盟和中国的ADAS强制令推动了市场需求

欧盟将于2024年7月实施修订后的一般安全法规，要求所有新车配备智慧速度辅助、自动紧急煞车和倒车侦测功能。在中国，根据其智慧网联汽车法规，预计到2024年上半年，L2级智慧网联汽车的普及率将达到新乘用车销售量的42.4%。美国国家公路交通安全管理局（NHTSA）正在为北美製定类似的ADAS（高级驾驶辅助系统）法规。这两项法规均要求使用高可靠性控制器，并具备即时感测器融合和功能安全诊断能力。这将导致汽车电控系统市场需求增加，并直接向市场供应。

全球晶片供应不稳定

汽车电子控制单元 (ECU) 仍依赖成熟的 90 奈米以上製程技术，而该节点的全球晶圆产能长期受限。德国电子经销商协会 (VDA) 预测，到 2030 年，汽车製造商的半导体需求将增加两倍，但在晶片总产量中的份额仅从 8% 增长到 14%。由于代工生产线难以改造以适应后续节点，即使前沿节点的供应有所改善，供不应求仍然存在。西门子正在推广基于模型的检验，该技术允许软体团队在晶片到货前检验ECU 代码，从而在一定程度上保护程式免受物理晶片短缺的影响。儘管如此，供不应求仍可能导致整车上市延迟，并使汽车电控系统市场的复合年增长率下降几个百分点。

细分市场分析

儘管内燃机平台在2024年仍将维持61.32%的汽车电控系统）市场份额，但纯电动车在2025年至2030年间将以6.63%的复合年增长率（CAGR）成为成长最快的领域。 2024年全球电动卡车註册量将激增近80%，其中中国将推出超过430款纯电动重型卡车。康明斯重点介绍了其灵活的控制韧体，该固件可适应从柴油到氢燃料再到全电池组的多种动力系统，这表明动力系统的多样性如何增加代码复杂性和ECU的总需求。

相较之下，随着排放气体法规逐年收紧，燃油车平台对引擎管理单元的需求依然强劲。将于2024年实施的欧7排放标准将要求车载监测颗粒过滤器和电池耐久性，并在现有动力传动系统ECU中增加新的诊断通道。因此，未来十年，汽车製造商将面临双平台策略：既要保持燃油车控制的稳健性，也要为混合动力和纯电动车专案增加电子控制功能。这种矛盾支撑着汽车电控系统市场收入的稳定成长，即便动力传动系统总成架构日益多元化。

到2024年，动力传动系统控制器将占据汽车电控系统（ ECU）市场41.38%的份额。然而，高阶驾驶辅助系统（ADAS）和安全控制器将以4.31%的复合年增长率成长，引领汽车电控系统市场的创新。欧洲通用安全法规和中国的智慧连网指南要求具备自动紧急煞车、驾驶员监控摄影机和援助辅助等功能，而这些功能都依赖专用的高频宽微控制器。随着光达和雷达价格分布的持续下降，感测器融合工作量的增加正在推动对64位元多核心处理器的需求。

车身、舒适性和照明子系统展现了传统领域的发展方向。区域控制器如今取代了车窗、空调和座椅马达等多个独立控制盒。资讯娱乐和远端资讯处理系统目前仍占比最小，但空中下载服务和订阅模式正迫使汽车製造商将主机升级到吉赫级系统晶片。安全法规以及数位服务收入意味着，即使动力传动系统趋于饱和，汽车电控系统市场仍有发展空间。

汽车电控系统（ ECU）市场按动力系统（内燃机、混合动力、纯电动车）、应用领域（高级驾驶辅助系统 (ADAS)、安全系统及其他）、ECU容量（16位ECU、32位ECU、64位ECU）、自动驾驶级别（传统级别（L0-L1）、其他级别）、他（其他级别）、他进行细分车辆及其区域进行细分（L0-L1）。市场预测以价值（美元）和销售（辆）为单位。

区域分析

到2024年，亚太地区将占汽车电控系统）市场48.71%的份额，年复合成长率（CAGR）达7.83%，这主要得益于中国智慧网联汽车蓝图和国内半导体供应链的强大优势。 L2级自动驾驶渗透率超过40%，显示该地区正在快速采用新的控制技术。光是2024年，中国汽车製造商就将推出超过430款纯电动卡车车型。日本和韩国正透过统一的自动驾驶法规加速发展，而印度的生产连结奖励计画正将该国打造成为未来的电子製造中心。这些倡议共同确保了ECU订单的充足供应，使亚太地区在汽车电控系统市场中占据领先地位。

欧洲依然是规则最严格的地区。将于2024年5月生效的欧7排放标准，将在核心排放气体法规的基础上增加电池耐久性指标，并要求使用更复杂的动力传动系统控制器。同时，通用安全法规要求所有轻型车辆都必须配备智慧速度辅助系统、倒车影像和驾驶监控系统。为了实现晶片供应本地化，欧洲投资银行向恩智浦半导体（NXP）提供了10亿欧元的贷款，用于汽车雷达和5奈米处理器的研发。大陆集团则积极回应，为售后市场新增了700种引擎管理产品。这些因素正助力欧洲在汽车电控系统（ ECU）市场稳步扩大份额。

北美正利用财政奖励来弥合技术差距。博世从美国《晶片法案》（CHIPS Act）中获得了高达2.25亿美元的资金，用于生产电力传动系统所需的碳化硅晶圆。美国环保署（EPA）的第三阶段温室气体减量计画要求整车製造商（OEM）从2027年开始减少重型卡车的排放。 《维修法案》（REPAIR Act）提案开放诊断数据，以鼓励独立维修，并将影响整车製造商和售后市场参与者之间ECU软体的分配方式。恩智浦半导体（NXP）和VIS正在新加坡投资78亿美元兴建一座300毫米晶圆厂，预计2027年开始投产。

其他福利：

  • Excel格式的市场预测（ME）表
  • 3个月的分析师支持

目录

第一章 引言

  • 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 市场情势

  • 市场概览
  • 市场驱动因素
    • 电气化浪潮将增加每辆车的ECU数量。
    • 美国、欧盟和中国的ADAS强制令推动了市场需求
    • 集中式/分区式电子电气架构需要高效能ECU
    • 半导体成本的快速下降使得64位元架构的转型成为可能。
    • 网路安全和空中升级功能现已纳入采购标准
    • 重型和非公路车辆电气化催生了新的ECU TAM
  • 市场限制
    • 全球晶片供应波动
    • 软体和硬体整合的复杂性
    • 原始设备製造商不愿将数据管理委託给一级供应商。
    • 新的「维修权」法案威胁售后市场ECU利润率
  • 价值/供应链分析
  • 监管环境
  • 技术展望
  • 波特五力模型
    • 新进入者的威胁
    • 买方的议价能力
    • 供应商的议价能力
    • 替代品的威胁
    • 竞争的激烈程度

第五章 市场规模与成长预测

  • 透过推进力
    • 内燃机
    • 杂交种
    • 电池电动车
  • 透过使用
    • ADAS和安全系统
    • 车身控制与舒适系统
    • 资讯娱乐与通讯系统
    • 动力传动系统系统
  • 按ECU容量
    • 16位ECU
    • 32位ECU
    • 64位ECU
  • 依自主程度
    • 常规型（L0 至 L1）
    • 半自动驾驶（L2-L3）
    • 自主（L4-L5）
  • 按车辆类型
    • 搭乘用车
    • 商用车辆
  • 按地区
    • 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
      • 德国
      • 英国
      • 法国
      • 义大利
      • 西班牙
      • 俄罗斯
      • 其他欧洲地区
    • 亚太地区
      • 中国
      • 日本
      • 印度
      • 韩国
      • 澳洲
      • 亚太其他地区
    • 中东和非洲
      • 沙乌地阿拉伯
      • 阿拉伯聯合大公国
      • 土耳其
      • 南非
      • 埃及
      • 其他中东和非洲地区

第六章 竞争情势

  • 市场集中度
  • 策略趋势
  • 市占率分析
  • 公司简介
    • Robert Bosch GmbH
    • Continental AG
    • Denso Corporation
    • Aptiv PLC
    • Lear Corporation
    • ZF Friedrichshafen AG
    • Hyundai Mobis Co. Ltd.
    • Hitachi Astemo, Ltd.
    • Nidec Corporation
    • Panasonic Corporation（Automotive）
    • Magneti Marelli（Marelli Holdings）
    • Leopold Kostal GmbH & Co. KG
    • Autoliv Inc.
    • Veoneer Inc.
    • Valeo SA
    • NXP Semiconductors
    • Renesas Electronics
    • Infineon Technologies AG
    • Texas Instruments Inc.
    • Visteon Corporation
    • Pektron Group

第七章 市场机会与未来展望

简介目录
Product Code: 60852

The Automotive Electronic Control Unit Market size is estimated at USD 103.41 billion in 2025, and is expected to reach USD 137.40 billion by 2030, at a CAGR of 5.83% during the forecast period (2025-2030).

Automotive Electronic Control Unit - Market - IMG1

The primary growth engines are regulatory deadlines for advanced driver-assistance systems, rapid electrification of passenger and commercial fleets, and the migration to centralized vehicle architectures. Battery electric vehicles require multiple new control domains-battery, inverter, on-board charger, and thermal management, multiplying the semiconductor bill of materials per vehicle.

Global Automotive Electronic Control Unit Market Trends and Insights

Electrification Wave Raises ECU Count Per Vehicle

Battery electric powertrains introduce dedicated control units for battery management, inverter logic, charging negotiation, and regenerative braking. Each function adds processing overhead that traditional combustion platforms never required, lifting semiconductor spend per vehicle from USD 420 in 2019 to an expected USD 1,350 by 2030. Hybrid configurations magnify integration complexity because algorithms must coordinate two propulsion sources seamlessly. Cummins reports that its electronic powertrain control modules optimize diesel, hydrogen, natural-gas, and fully electric systems, a preview of how diversified fuel strategies will keep ECU counts elevated. Consequently, the automotive electronic control unit market gains incremental volume every time an OEM launches a new battery-electric or fuel-cell program.

ADAS Mandates in US, EU, China Boost Demand

The European Union activated the revised General Safety Regulation in July 2024, obligating every new car to ship with intelligent speed assistance, autonomous emergency braking, and reversing detection. China's Level-2 penetration reached 42.4% of new passenger-car sales in 1H 2024 under its intelligent connected-vehicle rules, and NHTSA is advancing similar ADAS provisions for North America. Each mandate needs a high-reliability controller capable of real-time sensor fusion and functional-safety diagnostics. The resulting volume uplift directly feeds the automotive electronic control unit market.

Global Chip-Supply Volatility

Automotive ECUs still rely on mature 90 nm and larger process technology, a node class where global wafer capacity is chronically tight. VDA estimates that semiconductor demand from automakers will triple by 2030 while their share of overall chip output rises only from 8% to 14%. Suppliers cannot easily pivot foundry lines to trailing-edge nodes, so shortages linger even as leading-edge supply improves. Siemens promotes model-based verification that allows software teams to validate ECU code before silicon arrives, somewhat insulating programs from physical chip scarcity. Still, shortfalls can delay entire vehicle launches, knocking percentages off the automotive electronic control unit market CAGR.

Other drivers and restraints analyzed in the detailed report include:

  1. Centralized/Zonal E/E Architectures Need High-Performance ECUs
  2. Cyber-Secure, Over-the-Air Update Capability Becomes Sourcing Criterion
  3. OEM Reluctance to Cede Data-Control to Tier-1s

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Even though internal-combustion platforms retained 61.32% of the automotive electronic control unit market share in 2024, battery electric vehicles added the fastest 6.63% CAGR between 2025 and 2030. Heavy-duty segments supercharge the trend: global electric-truck registrations jumped nearly 80% in 2024, with China launching more than 430 battery-electric heavy-duty models. Cummins emphasizes flexible control firmware that can adapt from diesel to hydrogen to full battery packs, illustrating how propulsion diversity increases code complexity and total ECU demand.

In contrast, combustion platforms continue to place large orders for engine-management units because emissions rules tighten every model year. Euro 7, published in 2024, mandates onboard monitoring of particulate filters and battery durability, adding new diagnostics channels to existing powertrain ECUs. OEMs therefore face a dual platform strategy through the decade: maintain robust combustion controls while adding incremental electronics for hybrid and pure EV programs. This tension supports steady incremental revenue for the automotive electronic control unit market even as powertrain architectures diverge.

Powertrain controllers generated 41.38% of the automotive electronic control unit market share in 2024 because every vehicle-combustion, hybrid, or full electric-still needs torque, thermal, and energy management. ADAS & safety controllers, however, expand at 4.31% CAGR, making them the innovation flagship of the automotive electronic control unit market. Europe's General Safety Regulation and China's intelligent-connected guidelines require features such as automatic emergency braking, driver-monitoring cameras, and intelligent speed assistance, each relying on dedicated high-bandwidth microcontrollers. As lidar and radar migrate down price tiers, sensor-fusion loads grow, intensifying demand for 64-bit multicore processors.

Body, comfort, and lighting subsystems illustrate how legacy domains evolve; zonal controllers now replace multiple discrete boxes for windows, HVAC, and seat motors. Infotainment and telematics remain the smallest slice, but OTA services and subscription models compel OEMs to upgrade head units to gigahertz-class system-on-chips. The combined push from safety regulation and digital-service revenue gives the automotive electronic control unit market continuous headroom even after powertrain saturation.

The Automotive Electronic Control Unit Market is Segmented by Propulsion (Internal Combustion Engine, Hybrid, and Battery Electric Vehicle), Application (ADAS and Safety System, and More), ECU Capacity(16-Bit ECU, 32-Bit ECU, and 64-Bit ECU), Autonomy Level (Conventional (L0-L1), and More), Vehicle Type ( Passenger Car, and More), and Geography. The Market Forecasts are Provided in Terms of Value (USD) and Volume (Units).

Geography Analysis

Asia-Pacific anchored 48.71% of the automotive electronic control unit market share in 2024, thanks to China's intelligent-connected vehicle roadmap and deep domestic semiconductor supply chain advantages, expanding at a CAGR of 7.83%. Level-2 penetration above 40% underscores how quickly the region adopts new control domains, and Chinese OEMs launched more than 430 battery-electric truck models in 2024 alone. Japan and South Korea added momentum with unified autonomous-driving legislation, while India's Production Linked Incentive scheme positions the country as a future electronics manufacturing hub. Collectively, these programs guarantee a dense pipeline of ECU contracts, securing Asia-Pacific's lead within the automotive electronic control unit market.

Europe follows as the strictest rule-setter. Euro 7, published in May 2024, layers battery durability metrics on top of core emissions caps, demanding more complex powertrain controllers. The General Safety Regulation simultaneously mandates intelligent speed assistance, reversing cameras, and driver-monitoring systems in all light vehicles. To localize chip supply, the European Investment Bank extended a EUR 1 billion loan to NXP for R&D in automotive radar and 5 nm processors. Continental responded by adding 700 new engine-management references for the aftermarket, illustrating how European suppliers monetize regulatory churn. These factors position Europe for steady share gains in the automotive electronic control unit market.

North America leans on financial incentives to close technology gaps. Bosch secured up to USD 225 million from the US CHIPS Act to build silicon-carbide wafers for electric drivetrains, and the EPA's Phase 3 greenhouse gas plan obligates OEMs to slash heavy-truck emissions beginning in 2027. The REPAIR Act proposes open diagnostic data to foster independent servicing, influencing how ECU software is partitioned between OEMs and aftermarket players. NXP and VIS meanwhile will spend USD 7.8 billion on a 300 mm fab in Singapore-production starts 2027-to guarantee regional supply resilience for future automotive electronic control unit market demand.

  1. Robert Bosch GmbH
  2. Continental AG
  3. Denso Corporation
  4. Aptiv PLC
  5. Lear Corporation
  6. ZF Friedrichshafen AG
  7. Hyundai Mobis Co. Ltd.
  8. Hitachi Astemo, Ltd.
  9. Nidec Corporation
  10. Panasonic Corporation (Automotive)
  11. Magneti Marelli (Marelli Holdings)
  12. Leopold Kostal GmbH & Co. KG
  13. Autoliv Inc.
  14. Veoneer Inc.
  15. Valeo SA
  16. NXP Semiconductors
  17. Renesas Electronics
  18. Infineon Technologies AG
  19. Texas Instruments Inc.
  20. Visteon Corporation
  21. Pektron Group

Additional Benefits:

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

TABLE OF CONTENTS

1 Introduction

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

2 Research Methodology

3 Executive Summary

4 Market Landscape

  • 4.1 Market Overview
  • 4.2 Market Drivers
    • 4.2.1 Electrification wave raises ECU count per vehicle
    • 4.2.2 ADAS mandates in US, EU, China boost demand
    • 4.2.3 Centralised / zonal E/E architectures need high-performance ECUs
    • 4.2.4 Rapid semiconductor cost declines enable 64-bit migration
    • 4.2.5 Cyber-secure, over-the-air (OTA) update capability becomes sourcing criterion (under-reported)
    • 4.2.6 Heavy-duty & off-highway electrification creates a new ECU TAM (under-reported)
  • 4.3 Market Restraints
    • 4.3.1 Global chip-supply volatility
    • 4.3.2 Software-hardware integration complexity
    • 4.3.3 OEM reluctance to cede data-control to tier-1s (under-reported)
    • 4.3.4 Emerging right-to-repair laws threaten aftermarket ECU margins (under-reported)
  • 4.4 Value/Supply-Chain Analysis
  • 4.5 Regulatory Landscape
  • 4.6 Technological Outlook
  • 4.7 Porter's Five Forces
    • 4.7.1 Threat of New Entrants
    • 4.7.2 Bargaining Power of Buyers
    • 4.7.3 Bargaining Power of Suppliers
    • 4.7.4 Threat of Substitutes
    • 4.7.5 Intensity of Rivalry

5 Market Size & Growth Forecasts (Value (USD) and Volume (Units))

  • 5.1 By Propulsion
    • 5.1.1 Internal Combustion Engine
    • 5.1.2 Hybrid
    • 5.1.3 Battery Electric Vehicle
  • 5.2 By Application
    • 5.2.1 ADAS & Safety Systems
    • 5.2.2 Body Control & Comfort Systems
    • 5.2.3 Infotainment & Communication Systems
    • 5.2.4 Powertrain Systems
  • 5.3 By ECU Capacity
    • 5.3.1 16-bit ECU
    • 5.3.2 32-bit ECU
    • 5.3.3 64-bit ECU
  • 5.4 By Autonomy Level
    • 5.4.1 Conventional (L0-L1)
    • 5.4.2 Semi-Autonomous (L2-L3)
    • 5.4.3 Autonomous (L4-L5)
  • 5.5 By Vehicle Type
    • 5.5.1 Passenger Car
    • 5.5.2 Commercial Vehicle
  • 5.6 By Geography
    • 5.6.1 North America
      • 5.6.1.1 United States
      • 5.6.1.2 Canada
      • 5.6.1.3 Mexico
    • 5.6.2 South America
      • 5.6.2.1 Brazil
      • 5.6.2.2 Argentina
      • 5.6.2.3 Rest of South America
    • 5.6.3 Europe
      • 5.6.3.1 Germany
      • 5.6.3.2 United Kingdom
      • 5.6.3.3 France
      • 5.6.3.4 Italy
      • 5.6.3.5 Spain
      • 5.6.3.6 Russia
      • 5.6.3.7 Rest of Europe
    • 5.6.4 Asia-Pacific
      • 5.6.4.1 China
      • 5.6.4.2 Japan
      • 5.6.4.3 India
      • 5.6.4.4 South Korea
      • 5.6.4.5 Australia
      • 5.6.4.6 Rest of Asia-Pacific
    • 5.6.5 Middle East and Africa
      • 5.6.5.1 Saudi Arabia
      • 5.6.5.2 United Arab Emirates
      • 5.6.5.3 Turkey
      • 5.6.5.4 South Africa
      • 5.6.5.5 Egypt
      • 5.6.5.6 Rest of Middle East and Africa

6 Competitive Landscape

  • 6.1 Market Concentration
  • 6.2 Strategic Moves
  • 6.3 Market Share Analysis
  • 6.4 Company Profiles (Includes Global Level Overview, Market Level Overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share for Key Companies, Products and Services, and Recent Developments)
    • 6.4.1 Robert Bosch GmbH
    • 6.4.2 Continental AG
    • 6.4.3 Denso Corporation
    • 6.4.4 Aptiv PLC
    • 6.4.5 Lear Corporation
    • 6.4.6 ZF Friedrichshafen AG
    • 6.4.7 Hyundai Mobis Co. Ltd.
    • 6.4.8 Hitachi Astemo, Ltd.
    • 6.4.9 Nidec Corporation
    • 6.4.10 Panasonic Corporation (Automotive)
    • 6.4.11 Magneti Marelli (Marelli Holdings)
    • 6.4.12 Leopold Kostal GmbH & Co. KG
    • 6.4.13 Autoliv Inc.
    • 6.4.14 Veoneer Inc.
    • 6.4.15 Valeo SA
    • 6.4.16 NXP Semiconductors
    • 6.4.17 Renesas Electronics
    • 6.4.18 Infineon Technologies AG
    • 6.4.19 Texas Instruments Inc.
    • 6.4.20 Visteon Corporation
    • 6.4.21 Pektron Group

7 Market Opportunities & Future Outlook

  • 7.1 White-space & Unmet-Need Assessment