汽车半导体市场规模、份额和成长分析：按组件、按车辆类型、按燃料类型、按应用、按地区 - 行业预测，2024-2031 年

汽车半导体市场规模预计到 2022 年将达到 432.6 亿美元，从 2023 年的 468 亿美元成长到 2031 年的 872 亿美元，预测期内（2024-2031 年）复合年增长率为 8.1%。

近年来，全球汽车半导体市场受到消费者偏好变化和汽车产业技术进步的显着影响。电动车 (EV)、自动驾驶功能和连接解决方案的日益普及正在推动对先进半导体技术的需求。 ADAS（高级驾驶辅助系统）和资讯娱乐系统等复杂系统的整合正在推动半导体技术的创新。根据 SkyQuest 分析，《晶片法案》等政府倡议正在支持汽车产业透过使用半导体向电气化和自动驾驶汽车转型。此外，针对特定汽车应用客製化更专业、更有效率的半导体的趋势也很明显。例如，美国政府在商务部的支持下提供了约1.2亿美元，用于扩建Polaris Semiconductor位于明尼苏达州的工厂，使其感测器和功率晶片产能在两年内翻倍。此外，拜登政府已在半导体製造和研究津贴计划中拨出527亿美元，反映出加强国内半导体能力的战略倡议，例如北极星所有者同意将其股份出售给美国公司，并增加了国内所有权。

目录

介绍

• 这项研究的目的
• 定义
• 市场范围

调查方法

• 资讯采购
• 二手资料来源和主要资料来源
• 市场规模预测
• 市场假设与限制

执行摘要

• 市场概况展望
• 供需趋势分析
• 按细分市场的机会分析

市场动态及展望

• 市场动态
  • 促进因素
  • 机会
  • 抑制因素
  • 任务
• 波特的分析

主要市场考察

• 技术分析
• 价格分析
• 价值链分析
• 市场生态系统
• Start-Ups分析
• 监管环境
• 供应链分析
• 专利分析
• 贸易分析
• 案例研究分析
  • 电动汽车车载感测器晶片的开发
  • 汽车用偏振扭转器印刷电路基板简介
  • 提供即使在 150°C 的温度下也能工作的压力感测器
  • Inseego 的 5G 解决方案为南欧智慧城市的数位基础设施提供支援
• 客户和购买标准分析
• 创新矩阵
• 主要投资分析
• 关键成功因素
• 市场吸引力指数
• 竞争程度

汽车半导体市场：依组件分类

• 市场概况
• 处理器
  • 微处理器单元
  • 微控制器单元
  • 数位讯号处理器
  • 图形处理单元
• 离散功率
  • 小讯号电晶体
  • 功率电晶体
  • 闸流体
  • 整流器和二极体
• 感应器
  • 影像感测器
    • CMOS影像感测器
    • CCD
  • 压力感测器
  • 惯性感测器
    • 加速计
    • 陀螺仪
  • 温度感应器
  • 雷达
• 记忆
  • DRAM
  • SRAM
• 类比IC
  • 扩大机
  • 介面
  • 转换器
  • 比较器
  • ASIC 和 ASSP
  • 逻辑积体电路
  • 资讯娱乐系统、远端资讯处理解决方案和连接设备
• 照明设备
• 其他的

汽车半导体市场：依车型分类

• 市场概况
• 客车
• 轻型商用车（LCV）
• 重型商用车（HCV）

汽车半导体市场：依燃料类型

• 市场概况
• 汽油
• 柴油引擎
• 试车
  • 混合动力电动车（HEV）
  • 插电混合(PHEV)
  • 纯电动车（BEV）

汽车半导体市场：依应用分类

• 市场概况
  • 底盘
  • 煞车
  • 操舵
  • 牵引控制
  • 暂停
  • 车辆动态管理
• 动力传动系统
  • 引擎控制
  • 电动汽车马达
  • 传播
• 安全
  • 安全气囊
  • ESC
  • ACC
  • 夜间视力
  • TPMS
  • 停车协助
• 远端资讯处理和资讯娱乐
  • 仪表板
  • 导航系统
  • 连接的设备
  • 音讯系统
• 车身电子产品
  • 车身控制模组
  • SETA
  • 门
  • 镜窗控制
  • 暖通空调系统

汽车半导体市场：依地区划分

• 市场概况
• 北美洲
  • 美国
  • 加拿大
• 欧洲
  • 德国
  • 西班牙
  • 法国
  • 义大利
  • 英国
  • 其他欧洲国家地区
• 亚太地区
  • 中国
  • 印度
  • 日本
  • 韩国
  • 其他亚太地区
• 拉丁美洲
  • 巴西
  • 其他拉丁美洲地区
• 中东和非洲 (MEA)
  • 海湾合作委员会国家
  • 南非
  • 其他中东/非洲地区

竞争格局

• 前5名企业对比
• 主要企业市场定位（2023年）
• 主要市场参与者所采取的策略
• 近期市集活动
• 主要企业市场占有率（2023年）

主要企业简介

• Infineon Technologies AG（Germany）
• NXP Semiconductors NV（Netherlands）
• Renesas Electronics Corporation（Japan）
• STMicroelectronics NV（Switzerland）
• Texas Instruments Incorporated（USA）
• Robert Bosch GmbH（Germany）
• Analog Devices, Inc.（USA）
• ON Semiconductor Corporation（USA）
• Toyota Motor Corporation（Japan）
• Continental AG（Germany）
• DENSO Corporation（Japan）
• BorgWarner Inc.（USA）
• Allegro Microsystems, Inc.（USA）
• Micron Technology, Inc.（USA）
• Qualcomm Incorporated（USA）
• Microchip Technology Incorporated（USA）
• ROHM Co., Ltd.（Japan）
• Murata Manufacturing Co. Ltd.（Japan）
• Toshiba Corporation（Japan）
• Hyundai Motor Company（South Korea）

Automotive Semiconductor Market size was valued at USD 43.26 billion in 2022 and is poised to grow from USD 46.8 billion in 2023 to USD 87.2 billion by 2031, growing at a CAGR of 8.1% in the forecast period (2024-2031).

In recent years, the global automotive semiconductor market has been significantly influenced by shifting consumer preferences and technological advancements within the automotive industry. The increasing adoption of electric vehicles (EVs), autonomous driving capabilities, and connectivity solutions is driving demand for advanced semiconductor technologies. The integration of complex systems like advanced driver assistance systems (ADAS) and infotainment systems is propelling innovation in semiconductor technologies. According to SkyQuest analysis, government initiatives such as the Chips Act are supporting the automotive sector's transition towards electrification and autonomous vehicles through semiconductor use. Additionally, there is a notable trend towards more specialized and efficient semiconductors tailored for specific automotive applications. For instance, the U.S. government granted approximately $120 million to Polaris Semiconductor to expand its Minnesota plant and double its production capacity of sensor and power chips over a two-year period, supported by the Department of Commerce. Furthermore, under the semiconductor manufacturing and research subsidy program, the Biden administration allocated $52.7 billion, reflecting a strategic move to enhance domestic semiconductor capabilities, including agreements by Polaris' owners to sell stakes to U.S.-based firms, thus increasing domestic ownership.

Top-down and bottom-up approaches were used to estimate and validate the size of the Automotive Semiconductor Market and to estimate the size of various other dependent submarkets. The research methodology used to estimate the market size includes the following details: The key players in the market were identified through secondary research, and their market shares in the respective regions were determined through primary and secondary research. This entire procedure includes the study of the annual and financial reports of the top market players and extensive interviews for key insights from industry leaders such as CEOs, VPs, directors, and marketing executives. All percentage shares split, and breakdowns were determined using secondary sources and verified through Primary sources. All possible parameters that affect the markets covered in this research study have been accounted for, viewed in extensive detail, verified through primary research, and analyzed to get the final quantitative and qualitative data.

Automotive Semiconductor Market Segmental Analysis

The global automotive semiconductor market is structured across several dimensions including component type, vehicle category, fuel variant, application area, and geographical region. Components are categorized into processor types (such as microprocessor unit, microcontroller unit, digital signal processor, and graphic processing unit), discrete power components (including small signal transistors, power transistors, thyristors, rectifiers, and diodes), sensors (comprising image sensors like complementary metal oxide semiconductor (CMOS) and charged couple device (CCD), as well as pressure sensors, inertial sensors like accelerometers and gyroscopes, and temperature sensors), memory modules (such as dynamic RAM and static RAM), analog ICs (encompassing amplifiers, interfaces, converters, comparators, ASICs, ASSPs, logic ICs, and infotainment system components), lighting devices, and other miscellaneous components. Vehicle types encompass passenger vehicles, light commercial vehicles (LCVs), and heavy commercial vehicles (HCVs). Fuel types include gasoline, diesel, and electric vehicles (EVs) which include hybrid electric vehicles (HEVs), plug-in hybrid electric vehicles (PHEVs), and battery electric vehicles (BEVs). Applications are divided into chassis components (brakes, steering, traction control, suspension, and vehicle dynamic management), powertrain components (engine control units, EV motors, and transmissions), safety components (airbags, electronic stability control, adaptive cruise control, night vision, TPMS, and parking assistance), telematics and infotainment systems (dashboards, navigation systems, connectivity devices, and audio/video systems), and body electronics (body control modules, SETA, doors, mirrors, window controls, and HVAC systems). Geographically, the market spans Asia-Pacific, North America, Europe, Latin America, and the Middle East & Africa.

Drivers of the Automotive Semiconductor Market

The automotive sector is experiencing significant growth driven by the adoption of advanced technologies such as electric vehicles (EVs), autonomous driving capabilities, and connectivity solutions. This trend is bolstered by the integration of complex systems like advanced driver assistance systems (ADAS) and advanced infotainment systems, which stimulate demand for cutting-edge semiconductor solutions. Furthermore, the global automotive industry's shift towards energy-efficient and environmentally friendly alternatives is driving the need for specialized semiconductors. Increasing consumer demands for enhanced safety, efficiency, and connectivity in vehicles are further accelerating market growth.

Restraints in the Automotive Semiconductor Market

A primary challenge facing the market is the persistent global shortage of semiconductor chips, which has severely impacted the production capabilities of automotive manufacturers, resulting in delays and supply chain disruptions. The complex and advanced nature of automotive semiconductors further complicates matters, requiring sophisticated technologies and significant investments for their design and manufacturing. Additionally, the rising demand for electric vehicles (EVs) and the rapid advancements in autonomous driving technologies are exerting additional strain on semiconductor supply chains.

Market Trends of the Automotive Semiconductor Market

The increasing adoption of semiconductors in electric vehicles (EVs) reflects automakers' transition towards sustainable transportation solutions. Advanced driver-assistance systems (ADAS) are driving semiconductor advancements, enhancing safety and autonomy in driving. Connected vehicles and the shift towards smart mobility further fuel the demand for semiconductors that support improved connectivity, infotainment, and telematics functionalities. Additionally, there is a growing trend towards specialized semiconductors tailored for specific automotive applications, underscoring ongoing innovation in the industry.

Table of Contents

Introduction

• Objectives of the Study
• Definitions
• Market Scope

Research Methodology

• Information Procurement
• Secondary & Primary Data Sources
• Market Size Estimation
• Market Assumptions & Limitations

Executive Summary

• Market Overview Outlook
• Supply Demand Trend Analysis
• Segmental Opportunity Analysis

Market Dynamics & Outlook

• Market Dynamics
  • Drivers
  • Opportunities
  • Restraints
  • Challenges
• Porters Analysis
  • Competitive rivalry
  • Threat of Substitute Products
  • Bargaining Power of Buyers
  • Threat of New Entrants
  • Bargaining Power of Suppliers

Key Market Insights

• Technology Analysis
• Pricing Analysis
• Value Chain Analysis
• Ecosystem of the Market
• Start-up Analysis
• Regulatory Landscape
• Supply Chain Analysis
• Patent Analysis
• Trade Analysis
• Case Study Analysis
  • Development of automotive sensor chips for electric vehicles
  • Introduction of printed circuit board with polarized twister for automotive applications
  • Supply of pressure sensor that can function at temperature of 150 degrees Celsius
  • Inseego's 5G solutions enhanced digital infrastructures of smart cities in Southern Europe
• Customer and Buying Criteria Analysis
• Innovation Matrix
• Top Investment Analysis
• Key Success Factor
• Market Attractive Index
• Degree of Competition

Automotive Semiconductor Market by Component

• Market Overview
• Processor
  • Microprocessor Unit
  • Microcontroller Unit
  • Digital Signal Processor
  • Graphic Processing Unit
• Discrete Power
  • Small Signal Transistor
  • Power Transistor
  • Thyristor
  • Rectifier and Diode
• Sensor
  • Image Sensor
    • Complementary Metal Oxide Semiconductor (CMOS) Image Sensor
    • Charged Couple Device (CCD)
  • Pressure Sensor
  • Inertial Sensor
    • Accelerometer
    • Gyroscope
  • Temperature Sensor
  • Radar
• Memory
  • Dynamic RAM
  • Static RAM
• Analog IC
  • Amplifier
  • Interface
  • Convertor
  • Comparator
  • ASIC and ASSP
  • Logic IC
  • Infotainment System, Telematics Solution & Connectivity Device
• Lighting Device
• Others

Automotive Semiconductor Market by Vehicle Type

• Market Overview
• Passenger Vehicle
• Light Commercial Vehicle (LCV)
• Heavy Commercial (HCV)

Automotive Semiconductor Market by Fuel Type

• Market Overview
• Gasoline
• Diesel
• Electric Vehicle
  • Hybrid Electric Vehicle (HEV)
  • Plug in Hybrid Electric Vehicle (PHEV)
  • Battery Electric Vehicle (BEV)

Automotive Semiconductor Market by Application

• Market Overview
  • Chassis
  • Brakes
  • Steering
  • Traction Control
  • Suspension
  • Vehicle Dynamic Management
• Powertrain
  • Engine Control
  • EV Motor
  • Transmission
• Safety
  • Airbags
  • Electronic Stability Control
  • Adaptive Cruise Control
  • Night Vision
  • TPMS
  • Parking Assistance
• Telematics & Infotainment
  • Dashboard
  • Navigation System
  • Connectivity Devices
  • Audio Video Systems
• Body Electronics
  • Body Control Modules
  • SETA
  • Doors
  • Mirror and Window Control
  • HVAC System

Automotive Semiconductor Market Size by Region

• Market Overview
• North America
  • USA
  • Canada
• Europe
  • Germany
  • Spain
  • France
  • Italy
  • UK
  • Rest of Europe
• Asia Pacific
  • China
  • India
  • Japan
  • South Korea
  • Rest of Asia-Pacific
• Latin America
  • Brazil
  • Rest of Latin America
• Middle East & Africa (MEA)
  • GCC Countries
  • South Africa
  • Rest of MEA

Competitive Landscape

• Top 5 Player Comparison
• Market Positioning of Key Players, 2023
• Strategies Adopted by Key Market Players
• Recent Activities in the Market
• Key Companies Market Share (%), 2023

Key Company Profiles

• Infineon Technologies AG (Germany)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• NXP Semiconductors N.V. (Netherlands)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Renesas Electronics Corporation (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• STMicroelectronics N.V. (Switzerland)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Texas Instruments Incorporated (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Robert Bosch GmbH (Germany)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Analog Devices, Inc. (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• ON Semiconductor Corporation (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Toyota Motor Corporation (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Continental AG (Germany)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• DENSO Corporation (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• BorgWarner Inc. (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Allegro Microsystems, Inc. (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Micron Technology, Inc. (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Qualcomm Incorporated (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Microchip Technology Incorporated (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• ROHM Co., Ltd. (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Murata Manufacturing Co. Ltd. (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Toshiba Corporation (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Hyundai Motor Company (South Korea)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments