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市场调查报告书
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1530711

2030 年汽车半导体市场预测：按组件、车辆类型、燃料类型、应用和地区进行全球分析

Automotive Semiconductor Market Forecasts to 2030 - Global Analysis By Component, Vehicle Type (Passenger Car, Light Commercial Vehicle, Heavy Commercial and Other Vehicle Types), Fuel Type, Application and by Geography
出版日期: | 出版商: Stratistics Market Research Consulting | 英文 200+ Pages | 商品交期: 2-3个工作天内

价格

根据Stratistics MRC预测，2024年全球汽车半导体市场规模将达539.1亿美元，预计2030年将达到1,069.8亿美元，预测期内复合年增长率为12.1%。

汽车半导体对于现代汽车工业至关重要，因为它们为车辆控制和电子系统提供了机械基础。资讯娱乐、ADAS（高级驾驶辅助系统）、电源管理、马达控制和许多其他功能都是由这些专用半导体元件实现的。此外，随着车辆变得更加电气化和自动化，对满足汽车标准并推动效率、安全性和整体车辆性能进步的可靠、高效半导体的需求不断增长。

根据半导体产业协会的说法，半导体产业对于推动从消费性电子产品到汽车等各个领域的技术进步至关重要。

混合动力汽车和电动车的成长

向电动和混合动力汽车过渡过程中的有效电源管理和能量转换需要专门的半导体解决方案。马达控制单元、功率逆变器和电池管理系统都严重依赖半导体。此外，随着电动车在世界上变得越来越普遍，对提高能源效率和性能的半导体技术的需求也在增加。

成本和整合复杂性

将尖端半导体技术整合到汽车中既昂贵又复杂。成本问题必须与汽车製造商对尖端功能的需求之间取得平衡，特别是当半导体元件变得更加复杂和专业化时。此外，将这些技术融入目前车辆架构的复杂性也会导致相容性和可靠性问题。

联网汽车技术的发展

车内连接和车对万物 (V2X)通讯等联网汽车技术的激增为半导体成长带来了新的机会。在无线通讯、GPS 导航、网路安全和资讯娱乐系统中，这些技术需要可靠的半导体解决方案。此外，随着消费者需要更智慧和整合的车辆功能，半导体製造商可以透过创建专门的解决方案从这些机会中受益。

价格压力与激烈竞争

在竞争激烈的汽车半导体产业，国内外竞争者众多，都在争取市场占有率。激烈的竞争可能会导致定价压力和利润下降，尤其是在供需动态变化的情况下。此外，为了在竞争激烈的行业中保持盈利，半导体製造商必须不断创新，提高营运效率，并使自己与竞争对手区分开来。

COVID-19 的影响：

COVID-19 大流行改变了需求和生产动态并扰乱了供应链，对汽车半导体市场产生了重大影响。限制和关闭导致製造设施暂时关闭，导致半导体产量减少并造成供不应求。由于生产线停工和消费者信心下降，整个汽车产业的销量大幅下降。此外，数位服务的使用和在家工作的增加增加了对用于资讯娱乐和连接解决方案的汽车半导体的需求。

预计类比IC领域在预测期内将是最大的

预计汽车半导体市场将由类比IC（积体电路）领域主导。许多汽车应用，例如电源管理、讯号处理和感测器接口，都依赖类比积体电路 (IC)。这些部件是资讯娱乐、电池管理和引擎控制单元等各种系统运作所必需的。此外，温度、压力和速度等现实讯号可以透过类比积体电路 (IC) 转换为可由车辆电控系统处理的数位资料。

预计乘用车领域在预测期内复合年增长率最高

在汽车半导体市场中，乘用车领域预计复合年增长率最高。这一增长是由乘用车中资讯娱乐、连接、ADAS（高级驾驶员辅助系统）和电气化的日益使用所推动的。汽车製造商正在利用日益先进的半导体技术来提高车辆性能、安全性和用户体验，以满足消费者对更安全、更互联、更环保的汽车日益增长的需求。此外，向电动车 (EV) 的转变进一步推动了这一成长，因为乘用车需要先进的半导体解决方案来进行马达控制、功率转换和电池管理。

占比最大的地区：

亚太地区占据汽车半导体市场最大份额。主要汽车製造商和半导体公司位于中国、日本和韩国等汽车产业重要枢纽国家。该地区发达的劳动力、政府对电子和汽车行业的大力支持以及强大的基础设施都促进了市场的成长。此外，由于电动车的快速普及、自动驾驶技术新兴市场的开拓以及消费者对尖端​​车载技术的需求，亚太地区在全球汽车半导体市场中占有很大份额。

复合年增长率最高的地区：

在汽车半导体市场中，北美地区预计复合年增长率最高。对电动车的强劲需求、自动驾驶技术的显着进步以及汽车资讯娱乐和 ADAS（高级驾驶辅助系统）的不断普及是这一增长的主要驱动力。这一成长是由对汽车创新的大量投资、领先技术公司的存在以及强大的研发能力所推动的。此外，政府对电动车的激励奖励以及车辆连接的发展也在推动市场发展。

免费客製化服务：

订阅此报告的客户可以存取以下免费自订选项之一：

  • 公司简介
    • 其他市场参与者的综合分析（最多 3 家公司）
    • 主要企业SWOT分析（最多3家企业）
  • 区域分割
    • 根据客户兴趣对主要国家的市场估计、预测和复合年增长率（註：基于可行性检查）
  • 竞争基准化分析
    • 根据产品系列、地理分布和策略联盟对主要企业基准化分析

目录

第一章执行摘要

第二章 前言

  • 概述
  • 相关利益者
  • 调查范围
  • 调查方法
    • 资料探勘
    • 资料分析
    • 资料检验
    • 研究途径
  • 研究资讯来源
    • 主要研究资讯来源
    • 二次研究资讯来源
    • 先决条件

第三章市场趋势分析

  • 促进因素
  • 抑制因素
  • 机会
  • 威胁
  • 应用分析
  • 新兴市场
  • COVID-19 的影响

第4章波特五力分析

  • 供应商的议价能力
  • 买方议价能力
  • 替代品的威胁
  • 新进入者的威胁
  • 竞争公司之间的敌对关係

第五章全球汽车半导体市场：依组成部分

  • 处理器
  • 微控制器
  • 类比IC
  • 分离式功率元件
  • 感应器
  • 储存装置
  • 照明设备
  • 其他组件

第六章全球汽车半导体市场：依车型分类

  • 客车
  • 轻型商用车（LCV）
  • 重型商用车（HCV）
  • 其他车型

第七章全球汽车半导体市场：依燃料类型

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

第八章全球汽车半导体市场：依应用分类

  • 动力传动系统
  • ADAS（进阶驾驶辅助系统）（ADAS）
  • 安全
  • 车身电子产品
  • 底盘
  • 远端资讯处理和资讯娱乐
  • 其他用途

第九章全球汽车半导体市场：按地区

  • 北美洲
    • 美国
    • 加拿大
    • 墨西哥
  • 欧洲
    • 德国
    • 英国
    • 义大利
    • 法国
    • 西班牙
    • 其他欧洲国家
  • 亚太地区
    • 日本
    • 中国
    • 印度
    • 澳洲
    • 纽西兰
    • 韩国
    • 其他亚太地区
  • 南美洲
    • 阿根廷
    • 巴西
    • 智利
    • 南美洲其他地区
  • 中东/非洲
    • 沙乌地阿拉伯
    • 阿拉伯聯合大公国
    • 卡达
    • 南非
    • 其他中东和非洲

第10章 主要进展

  • 合约、伙伴关係、协作和合资企业
  • 收购和合併
  • 新产品发布
  • 业务拓展
  • 其他关键策略

第十一章 公司概况

  • STMicroelectronics
  • Renesas Electronics Corporation
  • Micron Technology, Inc
  • Analog Devices Inc.
  • NXP Semiconductors NV
  • TE Connectivity
  • Denso
  • Texas Instruments Inc.
  • ON Semiconductor Corporation
  • Infineon Technologies AG
  • ROHM Semiconductor
  • Semiconductor Components Industries, LLC
  • Magna International
  • Allegro Microsystems
  • Robert Bosch GmbH
  • Toshiba Corporation
Product Code: SMRC26823

According to Stratistics MRC, the Global Automotive Semiconductor Market is accounted for $53.91 billion in 2024 and is expected to reach $106.98 billion by 2030 growing at a CAGR of 12.1% during the forecast period. Automotive semiconductors are essential to the modern automobile industry because they provide the mechanical foundation for control and electronics systems in cars. Numerous functions are made possible by these specialized semiconductor components, including infotainment, advanced driver-assistance systems (ADAS), power management, and motor control. Moreover, the need for reliable, efficient semiconductors that meet automotive standards is growing as cars become more electrified and autonomous, which is propelling advancements in efficiency, safety, and overall vehicle performance.

According to the Semiconductor Industry Association, The semiconductor industry is pivotal in driving technological advancements across various sectors, from consumer electronics to automotive and beyond.

Market Dynamics:

Driver:

Growth of hybrid and electric vehicles

Specialized semiconductor solutions are required for effective power management and energy conversion in the transition to electric and hybrid vehicles. Electric motor control units, power inverters, and battery management systems all depend heavily on semiconductors. Additionally, the demand for semiconductor technologies that can increase energy efficiency and performance is rising along with the global adoption of electric vehicles.

Restraint:

Expense and integration complexity

The integration of cutting-edge semiconductor technologies into automobiles is expensive and complex. Cost concerns must be balanced with the requirement for cutting-edge features by automotive manufacturers, particularly as semiconductor components get more complex and specialized. Furthermore, compatibility and reliability issues may arise from the intricacy of incorporating these technologies into current car architectures.

Opportunity:

Developments in connected vehicle technology

The proliferation of connected car technologies, such as in-vehicle connectivity and vehicle-to-everything (V2X) communication, presents new opportunities for semiconductor growth. For wireless communication, GPS navigation, cybersecurity, and infotainment systems, these technologies demand reliable semiconductor solutions. Moreover, semiconductor manufacturers can benefit from these opportunities by creating specialized solutions as consumers demand more intelligent and integrated vehicle features.

Threat:

Pricing pressures and intense competition

There are many national and international competitors fighting for market share in the fiercely competitive automotive semiconductor industry. Pricing pressures and margin erosion can result from intense competition, particularly when demand and supply dynamics are changing. Additionally, to stay profitable in a cutthroat industry, semiconductor makers need to constantly innovate, boost operational effectiveness, and set themselves apart from the competition.

Covid-19 Impact:

The COVID-19 pandemic had a major effect on the automotive semiconductor market by changing demand and production dynamics and upsetting the supply chain. Restrictions and lockdowns caused manufacturing facilities to temporarily close, which decreased semiconductor production and resulted in a shortage of supply. As production lines stopped and consumer confidence declined, the automotive industry as a whole saw a sharp decline in sales. Furthermore, the need for car semiconductors for infotainment and connectivity solutions increased as people shifted to using digital services and working from home more often.

The Analog IC segment is expected to be the largest during the forecast period

It is projected that the automotive semiconductor market will be dominated by the analog ICs (Integrated Circuits) segment. Many automotive applications, such as power management, signal processing, and sensor interfacing, depend on analog integrated circuits (ICs). These parts are necessary for the operation of many different systems, including infotainment, battery management, and engine control units. Moreover, real-world signals, such as temperature, pressure, and speed, can be converted by analog integrated circuits (ICs) into digital data that the electronic control units in vehicles can process.

The Passenger Car segment is expected to have the highest CAGR during the forecast period

In the automotive semiconductor market, the passenger car segment is projected to have the highest CAGR. The increasing use of infotainment, connectivity, advanced driver assistance systems (ADAS), and electrification in passenger cars is what is fueling this growth. Automakers are incorporating increasingly advanced semiconductor technologies to improve vehicle performance, safety, and user experience in response to growing consumer demand for safer, more connected, and environmentally friendly vehicles. Additionally, this growth is further fueled by the shift to electric vehicles (EVs), since passenger cars need sophisticated semiconductor solutions for motor control, power conversion, and battery management.

Region with largest share:

The Asia-Pacific region holds the largest share of the automotive semiconductor market. Leading automakers and semiconductor firms are based in nations like China, Japan, and South Korea, which are important automotive hubs. The region's well-developed workforce, strong government support for the electronics and automotive industries, and robust infrastructure all contribute to the market's growth. Furthermore, the significant share of Asia-Pacific in the global automotive semiconductor market is also attributed to the region's quick adoption of electric vehicles, developments in autonomous driving technologies, and rising consumer demand for cutting-edge in-car technologies.

Region with highest CAGR:

In the automotive semiconductor market, the North American region is anticipated to have the highest CAGR. The strong demand for electric vehicles, the considerable progress made in autonomous driving technologies, and the growing incorporation of infotainment and advanced driver-assistance systems (ADAS) in automobiles are the main drivers of this growth. This growth is driven by significant investments in automotive innovation, the presence of leading technology companies, and strong research and development capabilities. Additionally, driving the market are encouraging government policies and incentives for electric vehicles, as well as developments in vehicle connectivity.

Key players in the market

Some of the key players in Automotive Semiconductor market include STMicroelectronics, Renesas Electronics Corporation, Micron Technology, Inc, Analog Devices Inc., NXP Semiconductors N.V, TE Connectivity, Denso, Texas Instruments Inc., ON Semiconductor Corporation, Infineon Technologies AG, ROHM Semiconductor, Semiconductor Components Industries, LLC, Magna International, Allegro Microsystems, Robert Bosch GmbH and Toshiba Corporation.

Key Developments:

In June 2024, Renesas Electronics Corporation, a premier supplier of advanced semiconductor solutions, and the Indian Institute of Technology Hyderabad (IITH) have signed a three-year memorandum of understanding (MOU) for research and collaboration in the field of VLSI and embedded semiconductor systems.

In April 2024, STMicroelectronics, , a global semiconductor leader serving customers across the spectrum of electronics applications, and Centrica Energy Trading A/S announced that they have signed a ten-year Power Purchase Agreement (PPA) for the supply of renewable energy to its operations in Italy, starting January 2025. The agreement is based on the sale by Centrica of approximately 61 GWh of renewable energy per year, produced by a new solar farm in Italy.

In February 2024, Toshiba Energy Systems and Solutions Corporation and Bekaert, have entered into a global partnership which includes a strategic cooperation agreement, and a manufacturing technology license for Membrane Electrode Assemblies (MEA), a key component for Proton Exchange Membrane (PEM) electrolyzers that will help to accelerate the advance towards green hydrogen production.

Components Covered:

  • Processor
  • Microcontrollers
  • Analog IC
  • Discrete Power Device
  • Sensors
  • Memory Devices
  • Lighting Device
  • Other Components

Vehicle Types Covered:

  • Passenger Car
  • Light Commercial Vehicle (LCV)
  • Heavy Commercial (HCV)
  • Other Vehicle Types

Fuel Types Covered:

  • Gasoline
  • Diesel
  • Electric Vehicle

Applications Covered:

  • Powertrain
  • Advanced Driver Assistance Systems (ADAS)
  • Safety
  • Body Electronics
  • Chassis
  • Telematics and Infotainment
  • Other Applications

Regions Covered:

  • North America
    • US
    • Canada
    • Mexico
  • Europe
    • Germany
    • UK
    • Italy
    • France
    • Spain
    • Rest of Europe
  • Asia Pacific
    • Japan
    • China
    • India
    • Australia
    • New Zealand
    • South Korea
    • Rest of Asia Pacific
  • South America
    • Argentina
    • Brazil
    • Chile
    • Rest of South America
  • Middle East & Africa
    • Saudi Arabia
    • UAE
    • Qatar
    • South Africa
    • Rest of Middle East & Africa

What our report offers:

  • Market share assessments for the regional and country-level segments
  • Strategic recommendations for the new entrants
  • Covers Market data for the years 2022, 2023, 2024, 2026, and 2030
  • Market Trends (Drivers, Constraints, Opportunities, Threats, Challenges, Investment Opportunities, and recommendations)
  • Strategic recommendations in key business segments based on the market estimations
  • Competitive landscaping mapping the key common trends
  • Company profiling with detailed strategies, financials, and recent developments
  • Supply chain trends mapping the latest technological advancements

Free Customization Offerings:

All the customers of this report will be entitled to receive one of the following free customization options:

  • Company Profiling
    • Comprehensive profiling of additional market players (up to 3)
    • SWOT Analysis of key players (up to 3)
  • Regional Segmentation
    • Market estimations, Forecasts and CAGR of any prominent country as per the client's interest (Note: Depends on feasibility check)
  • Competitive Benchmarking
    • Benchmarking of key players based on product portfolio, geographical presence, and strategic alliances

Table of Contents

1 Executive Summary

2 Preface

  • 2.1 Abstract
  • 2.2 Stake Holders
  • 2.3 Research Scope
  • 2.4 Research Methodology
    • 2.4.1 Data Mining
    • 2.4.2 Data Analysis
    • 2.4.3 Data Validation
    • 2.4.4 Research Approach
  • 2.5 Research Sources
    • 2.5.1 Primary Research Sources
    • 2.5.2 Secondary Research Sources
    • 2.5.3 Assumptions

3 Market Trend Analysis

  • 3.1 Introduction
  • 3.2 Drivers
  • 3.3 Restraints
  • 3.4 Opportunities
  • 3.5 Threats
  • 3.6 Application Analysis
  • 3.7 Emerging Markets
  • 3.8 Impact of Covid-19

4 Porters Five Force Analysis

  • 4.1 Bargaining power of suppliers
  • 4.2 Bargaining power of buyers
  • 4.3 Threat of substitutes
  • 4.4 Threat of new entrants
  • 4.5 Competitive rivalry

5 Global Automotive Semiconductor Market, By Component

  • 5.1 Introduction
  • 5.2 Processor
  • 5.3 Microcontrollers
  • 5.4 Analog IC
  • 5.5 Discrete Power Device
  • 5.6 Sensors
  • 5.7 Memory Devices
  • 5.8 Lighting Device
  • 5.9 Other Components

6 Global Automotive Semiconductor Market, By Vehicle Type

  • 6.1 Introduction
  • 6.2 Passenger Car
  • 6.3 Light Commercial Vehicle (LCV)
  • 6.4 Heavy Commercial (HCV)
  • 6.5 Other Vehicle Types

7 Global Automotive Semiconductor Market, By Fuel Type

  • 7.1 Introduction
  • 7.2 Gasoline
  • 7.3 Diesel
  • 7.4 Electric Vehicle
    • 7.4.1 Hybrid Electric Vehicle (HEV)
    • 7.4.2 Plug in Hybrid Electric Vehicle (PHEV)
    • 7.4.3 Battery Electric Vehicle (BEV)

8 Global Automotive Semiconductor Market, By Application

  • 8.1 Introduction
  • 8.2 Powertrain
  • 8.3 Advanced Driver Assistance Systems (ADAS)
  • 8.4 Safety
  • 8.5 Body Electronics
  • 8.6 Chassis
  • 8.7 Telematics and Infotainment
  • 8.8 Other Applications

9 Global Automotive Semiconductor Market, By Geography

  • 9.1 Introduction
  • 9.2 North America
    • 9.2.1 US
    • 9.2.2 Canada
    • 9.2.3 Mexico
  • 9.3 Europe
    • 9.3.1 Germany
    • 9.3.2 UK
    • 9.3.3 Italy
    • 9.3.4 France
    • 9.3.5 Spain
    • 9.3.6 Rest of Europe
  • 9.4 Asia Pacific
    • 9.4.1 Japan
    • 9.4.2 China
    • 9.4.3 India
    • 9.4.4 Australia
    • 9.4.5 New Zealand
    • 9.4.6 South Korea
    • 9.4.7 Rest of Asia Pacific
  • 9.5 South America
    • 9.5.1 Argentina
    • 9.5.2 Brazil
    • 9.5.3 Chile
    • 9.5.4 Rest of South America
  • 9.6 Middle East & Africa
    • 9.6.1 Saudi Arabia
    • 9.6.2 UAE
    • 9.6.3 Qatar
    • 9.6.4 South Africa
    • 9.6.5 Rest of Middle East & Africa

10 Key Developments

  • 10.1 Agreements, Partnerships, Collaborations and Joint Ventures
  • 10.2 Acquisitions & Mergers
  • 10.3 New Product Launch
  • 10.4 Expansions
  • 10.5 Other Key Strategies

11 Company Profiling

  • 11.1 STMicroelectronics
  • 11.2 Renesas Electronics Corporation
  • 11.3 Micron Technology, Inc
  • 11.4 Analog Devices Inc.
  • 11.5 NXP Semiconductors N.V.
  • 11.6 TE Connectivity
  • 11.7 Denso
  • 11.8 Texas Instruments Inc.
  • 11.9 ON Semiconductor Corporation
  • 11.10 Infineon Technologies AG
  • 11.11 ROHM Semiconductor
  • 11.12 Semiconductor Components Industries, LLC
  • 11.13 Magna International
  • 11.14 Allegro Microsystems
  • 11.15 Robert Bosch GmbH
  • 11.16 Toshiba Corporation

List of Tables

  • Table 1 Global Automotive Semiconductor Market Outlook, By Region (2022-2030) ($MN)
  • Table 2 Global Automotive Semiconductor Market Outlook, By Component (2022-2030) ($MN)
  • Table 3 Global Automotive Semiconductor Market Outlook, By Processor (2022-2030) ($MN)
  • Table 4 Global Automotive Semiconductor Market Outlook, By Microcontrollers (2022-2030) ($MN)
  • Table 5 Global Automotive Semiconductor Market Outlook, By Analog IC (2022-2030) ($MN)
  • Table 6 Global Automotive Semiconductor Market Outlook, By Discrete Power Device (2022-2030) ($MN)
  • Table 7 Global Automotive Semiconductor Market Outlook, By Sensors (2022-2030) ($MN)
  • Table 8 Global Automotive Semiconductor Market Outlook, By Memory Devices (2022-2030) ($MN)
  • Table 9 Global Automotive Semiconductor Market Outlook, By Lighting Device (2022-2030) ($MN)
  • Table 10 Global Automotive Semiconductor Market Outlook, By Other Components (2022-2030) ($MN)
  • Table 11 Global Automotive Semiconductor Market Outlook, By Vehicle Type (2022-2030) ($MN)
  • Table 12 Global Automotive Semiconductor Market Outlook, By Passenger Car (2022-2030) ($MN)
  • Table 13 Global Automotive Semiconductor Market Outlook, By Light Commercial Vehicle (LCV) (2022-2030) ($MN)
  • Table 14 Global Automotive Semiconductor Market Outlook, By Heavy Commercial (HCV) (2022-2030) ($MN)
  • Table 15 Global Automotive Semiconductor Market Outlook, By Other Vehicle Types (2022-2030) ($MN)
  • Table 16 Global Automotive Semiconductor Market Outlook, By Fuel Type (2022-2030) ($MN)
  • Table 17 Global Automotive Semiconductor Market Outlook, By Gasoline (2022-2030) ($MN)
  • Table 18 Global Automotive Semiconductor Market Outlook, By Diesel (2022-2030) ($MN)
  • Table 19 Global Automotive Semiconductor Market Outlook, By Electric Vehicle (2022-2030) ($MN)
  • Table 20 Global Automotive Semiconductor Market Outlook, By Hybrid Electric Vehicle (HEV) (2022-2030) ($MN)
  • Table 21 Global Automotive Semiconductor Market Outlook, By Plug in Hybrid Electric Vehicle (PHEV) (2022-2030) ($MN)
  • Table 22 Global Automotive Semiconductor Market Outlook, By Battery Electric Vehicle (BEV) (2022-2030) ($MN)
  • Table 23 Global Automotive Semiconductor Market Outlook, By Application (2022-2030) ($MN)
  • Table 24 Global Automotive Semiconductor Market Outlook, By Powertrain (2022-2030) ($MN)
  • Table 25 Global Automotive Semiconductor Market Outlook, By Advanced Driver Assistance Systems (ADAS) (2022-2030) ($MN)
  • Table 26 Global Automotive Semiconductor Market Outlook, By Safety (2022-2030) ($MN)
  • Table 27 Global Automotive Semiconductor Market Outlook, By Body Electronics (2022-2030) ($MN)
  • Table 28 Global Automotive Semiconductor Market Outlook, By Chassis (2022-2030) ($MN)
  • Table 29 Global Automotive Semiconductor Market Outlook, By Telematics and Infotainment (2022-2030) ($MN)
  • Table 30 Global Automotive Semiconductor Market Outlook, By Other Applications (2022-2030) ($MN)

Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.