汽车晶片市场规模、份额和成长分析（按类型、车辆类型、应用和地区划分）－2026-2033年产业预测

预计到 2024 年，全球汽车半导体市场规模将达到 419.6 亿美元，到 2025 年将达到 469.6 亿美元，到 2033 年将达到 1154.3 亿美元，在预测期（2026-2033 年）内，复合年增长率为 11.9%。

市场趋势表明，汽车行业的电气化程度不断提高，预计将显着推动汽车晶片的销售。对电动车（EV）日益增长的需求为汽车晶片製造商提供了稳固的机会。此外，车辆中先进数位技术和精密感测器的整合也推动了晶片销售的成长。半导体和晶片技术的创新将为供应商开闢新的发展空间。豪华车销量的激增以及先进资讯娱乐和导航系统的日益普及也将进一步刺激对汽车晶片的需求。严格的车辆安全标准和排放气体法规预计将为晶片供应商创造有利条件。然而，半导体短缺、整合复杂性、对製造设施的依赖以及网路安全威胁等挑战可能会阻碍市场成长。

全球汽车晶片市场驱动因素

受全球电动车销量激增的推动，全球汽车晶片市场预计将迎来显着增长，而电动车销量激增的背后是人们对减少排放气体的日益重视。随着电动车的普及，对其运行至关重要的汽车晶片的需求预计也将随之增加。此外，电动车系统日益复杂化，预计也将进一步推动对先进汽车晶片的需求，从而促进市场扩张。这些因素的协同作用凸显了汽车晶片在满足汽车产业（尤其是电动车领域）不断变化的需求方面所发挥的关键作用。

限制全球汽车晶片市场的因素

生产专用汽车晶片需要大量的资源投入，涵盖研发和製造流程等各个环节。如此庞大的投入导致更高的研发和生产成本，最终推高产品价格。高成本会阻碍汽车晶片的广泛应用，尤其是在预算有限的汽车製造商中。因此，高成本成为全球汽车晶片市场成长和扩张的一大障碍，影响更多汽车製造商的采用。

全球汽车晶片市场趋势

全球汽车晶片市场正呈现出显着的趋势，即开发和整合人工智慧晶片，这主要得益于人工智慧（AI）在汽车领域的广泛应用。自动驾驶技术和智慧汽车系统的巨额投资推动了这项快速成长，从而提升了车辆的安全性、性能和使用者体验。随着汽车製造商和科技公司携手创新，从导航到车载助手等人工智慧解决方案正日益成为车辆运行功能不可或缺的一部分。因此，预计这一转变将推动对先进汽车晶片的需求，使其成为产业格局中的关键组成部分。

目录

介绍

• 调查目标
• 调查范围
• 定义

调查方法

• 资讯收集
• 二手资料和一手资料方法
• 市场规模预测
• 市场假设与限制

执行摘要

• 全球市场展望
• 供需趋势分析
• 细分市场机会分析

市场动态与展望

• 市场规模
• 市场动态
  • 驱动因素和机会
  • 限制与挑战
• 波特分析

关键市场考察

• 关键成功因素
• 竞争程度
• 关键投资机会
• 市场生态系统
• 市场吸引力指数（2025）
• PESTEL 分析
• 总体经济指标
• 价值链分析
• 定价分析

全球汽车晶片市场规模（按类型和复合年增长率划分）（2026-2033 年）

• 类比IC
• 微控制器和微处理器
• 逻辑积体电路

全球汽车晶片市场规模（依车辆类型划分）及复合年增长率（2026-2033 年）

• 搭乘用车
• 商用车辆

全球汽车晶片市场规模（按应用领域及复合年增长率划分）（2026-2033 年）

• 底盘
• 动力传动系统
• 安全设备
• 车载资讯娱乐系统
• 人体电子系统
• 其他的

全球汽车晶片市场规模及复合年增长率（2026-2033）

• 北美洲
  • 美国
  • 加拿大
• 欧洲
  • 德国
  • 西班牙
  • 法国
  • 英国
  • 义大利
  • 其他欧洲地区
• 亚太地区
  • 中国
  • 印度
  • 日本
  • 韩国
  • 亚太其他地区
• 拉丁美洲
  • 巴西
  • 其他拉丁美洲地区
• 中东和非洲
  • 海湾合作委员会国家
  • 南非
  • 其他中东和非洲地区

竞争资讯

• 前五大公司对比
• 主要企业的市场定位（2025 年）
• 主要市场参与者所采取的策略
• 近期市场趋势
• 公司市占率分析（2025 年）
• 主要企业公司简介
  • 公司详情
  • 产品系列分析
  • 依业务板块进行公司股票分析
  • 2023-2025年营收年比比较

主要企业简介

• Infineon Technologies AG（Germany）
• NXP Semiconductors NV（Netherlands）
• STMicroelectronics NV（Switzerland）
• Texas Instruments Incorporated（USA）
• Renesas Electronics Corporation（Japan）
• ON Semiconductor Corporation（USA）
• Qualcomm Incorporated（USA）
• Analog Devices, Inc.（ADI）（USA）
• Microchip Technology Incorporated（USA）
• Robert Bosch GmbH（Germany）
• Micron Technology, Inc.（USA）
• NVIDIA CORPORATION（USA）
• Intel Corporation（USA）
• Toshiba Electronic Devices & Storage Corporation（Japan）
• ROHM Co., Ltd.（Japan）
• Continental AG（Germany）
• SK hynix Inc.（South Korea）
• Samsung Electronics Co., Ltd.（South Korea）
• Melexis NV（Belgium）
• Vishay Intertechnology, Inc.（USA）

结论与建议

Global Automotive Chip Market size was valued at USD 41.96 Billion in 2024 and is poised to grow from USD 46.96 Billion in 2025 to USD 115.43 Billion by 2033, growing at a CAGR of 11.9% during the forecast period (2026-2033).

Market insights indicate that the escalating electrification of the automotive sector is anticipated to significantly enhance automotive chip sales. The rising demand for electric vehicles presents a robust opportunity for automotive chip manufacturers. Additionally, the incorporation of advanced digital technologies and sophisticated sensors in vehicles is driving increased chip sales. Innovations in semiconductor and chip technologies are set to open new avenues for suppliers. The surge in luxury vehicle sales and the growing popularity of advanced infotainment and navigation systems further support automotive chip demand. Stringent vehicle safety and emission regulations are poised to create favorable conditions for chip providers. However, challenges such as semiconductor shortages, integration complexities, reliance on fabrication facilities, and cybersecurity threats may hinder market growth.

Top-down and bottom-up approaches were used to estimate and validate the size of the Global Automotive Chip 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.

Global Automotive Chip Market Segments Analysis

Global Automotive Chip Market is segmented by Type, Vehicle Type, Application and region. Based on Type, the market is segmented into Analog ICs, Microcontrollers & Microprocessors and Logic ICs. Based on Vehicle Type, the market is segmented into Passenger Vehicles and Commercial Vehicles. Based on Application, the market is segmented into Chassis, Powertrain, Safety, Telematics & Infotainment, Body Electronics and Others. Based on region, the market is segmented into North America, Europe, Asia Pacific, Latin America and Middle East & Africa.

Driver of the Global Automotive Chip Market

The global automotive chip market is anticipated to experience significant growth due to the heightened focus on minimizing emissions, which is leading to a surge in electric vehicle sales worldwide. As electric vehicles gain popularity, the demand for automotive chips, which are critical for their operation, is expected to rise. Furthermore, the increasing complexity of electric vehicle systems is likely to further drive the need for advanced automotive chips, supporting market expansion. This convergence of factors underscores the essential role of automotive chips in meeting the evolving demands of the automotive industry, particularly in the realm of electric mobility.

Restraints in the Global Automotive Chip Market

The production of automotive-specific chips involves significant resource investment, encompassing both research and development as well as manufacturing processes. This substantial financial commitment leads to elevated development and production costs, ultimately resulting in a pricier final product. Such high costs can hinder the widespread implementation of automotive chips, particularly for automotive manufacturers with restricted budgets. Consequently, the elevated expenses associated with these chips serve as a significant barrier to the growth and expansion of the global automotive chip market, impacting its adoption among a wider range of automotive companies.

Market Trends of the Global Automotive Chip Market

The Global Automotive Chip market is witnessing a significant trend towards the development and integration of AI-powered chips, driven by the increasing application of artificial intelligence across the automotive sector. This surge is fueled by substantial investments in autonomous driving technologies and smart vehicle systems, enhancing vehicle safety, performance, and user experience. As automotive manufacturers and tech companies collaborate to innovate, AI-driven solutions are becoming integral to the operational capabilities of vehicles, ranging from navigation to in-car assistance. Consequently, this shift is expected to elevate the demand for advanced automotive chips, positioning them as a crucial component in the future landscape of the industry.

Table of Contents

Introduction

• Objectives of the Study
• Scope of the Report
• Definitions

Research Methodology

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

Executive Summary

• Global Market Outlook
• Supply & Demand Trend Analysis
• Segmental Opportunity Analysis

Market Dynamics & Outlook

• Market Overview
• Market Size
• Market Dynamics
  • Drivers & Opportunities
  • Restraints & Challenges
• Porters Analysis
  • Competitive rivalry
  • Threat of substitute
  • Bargaining power of buyers
  • Threat of new entrants
  • Bargaining power of suppliers

Key Market Insights

• Key Success Factors
• Degree of Competition
• Top Investment Pockets
• Market Ecosystem
• Market Attractiveness Index, 2025
• PESTEL Analysis
• Macro-Economic Indicators
• Value Chain Analysis
• Pricing Analysis

Global Automotive Chip Market Size by Type & CAGR (2026-2033)

• Market Overview
• Analog ICs
• Microcontrollers & Microprocessors
• Logic ICs

Global Automotive Chip Market Size by Vehicle Type & CAGR (2026-2033)

• Market Overview
• Passenger Vehicles
• Commercial Vehicles

Global Automotive Chip Market Size by Application & CAGR (2026-2033)

• Market Overview
• Chassis
• Powertrain
• Safety
• Telematics & Infotainment
• Body Electronics
• Others

Global Automotive Chip Market Size & CAGR (2026-2033)

• North America (Type, Vehicle Type, Application)
  • US
  • Canada
• Europe (Type, Vehicle Type, Application)
  • Germany
  • Spain
  • France
  • UK
  • Italy
  • Rest of Europe
• Asia Pacific (Type, Vehicle Type, Application)
  • China
  • India
  • Japan
  • South Korea
  • Rest of Asia-Pacific
• Latin America (Type, Vehicle Type, Application)
  • Brazil
  • Rest of Latin America
• Middle East & Africa (Type, Vehicle Type, Application)
  • GCC Countries
  • South Africa
  • Rest of Middle East & Africa

Competitive Intelligence

• Top 5 Player Comparison
• Market Positioning of Key Players, 2025
• Strategies Adopted by Key Market Players
• Recent Developments in the Market
• Company Market Share Analysis, 2025
• Company Profiles of All Key Players
  • Company Details
  • Product Portfolio Analysis
  • Company's Segmental Share Analysis
  • Revenue Y-O-Y Comparison (2023-2025)

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
• 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
• Renesas Electronics Corporation (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• ON Semiconductor Corporation (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Qualcomm Incorporated (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Analog Devices, Inc. (ADI) (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Microchip Technology Incorporated (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Robert Bosch GmbH (Germany)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Micron Technology, Inc. (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• NVIDIA CORPORATION (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Intel Corporation (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Toshiba Electronic Devices & Storage Corporation (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• ROHM Co., Ltd. (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Continental AG (Germany)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• SK hynix Inc. (South Korea)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Samsung Electronics Co., Ltd. (South Korea)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Melexis N.V. (Belgium)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Vishay Intertechnology, Inc. (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments

Conclusion & Recommendations