市场调查报告书
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2030 年汽车电源模组市场预测:按电力推进、车辆类型、应用和地区进行的全球分析Automotive Power Modules Market Forecasts to 2030 - Global Analysis By Electric Propulsion, Vehicle Type, Application and By Geography |
根据Stratistics MRC的数据,2024年全球汽车电源模组市场规模为76.5亿美元,预计到2030年将达到204.3亿美元,预测期内复合年增长率为17.8%。
汽车电源模组是紧凑的整合设备,旨在管理和转换车辆内部的电力,特别是在电动车和混合系统中。这些模组通常将电源转换、马达控制和温度控管等多种功能组合到一个单元中。采用绝缘栅双极电晶体(IGBT) 和碳化硅 (SiC) 元件等先进半导体技术来实现高效的能量转换和改进的性能。
对电动和混合动力汽车的需求不断增加
随着消费者对永续交通途径的需求日益增长,製造商正在优先考虑管理这些车辆能量流的电力电子设备的效率和性能。 APM 在转换和控制电池电能为电力传动系统提供动力方面发挥关键作用,确保最佳性能和续航里程。半导体材料和温度控管系统的改进等技术进步使 APM 变得更小、更有效率,从而进一步提高了车辆性能。这一趋势不仅支持向绿色出行的转变,而且还促进汽车和科技产业之间的合作,为未来迈向更先进、更可靠的电动和混合动力汽车系统铺平道路。
电动车基础设施的局限性
电动车 (EV) 基础设施有限是汽车电源模组开发和广泛采用的主要障碍,而汽车电源模组对于电动车的高效能能源管理至关重要。充电站和电网容量的缺乏给消费者带来了障碍,让担心充电范围或便利性的潜在买家望而却步。基础设施的缺乏不仅减缓了向电动车的过渡,而且影响了製造商投资和优化电源模组技术的能力。如果没有强大的充电解决方案网络,这些先进模组在提高效能和能源效率方面的全部潜力仍未充分利用。
对 ADAS(进阶驾驶辅助系统)的需求不断增长
随着车辆越来越多地整合主动式车距维持定速系统、车道维持援助和自动停车等技术,对可靠、高效的电源管理解决方案的需求正在迅速增加。 APM 在为这些复杂系统提供必要的电力同时确保能源效率和温度控管发挥关键作用。此外,将高性能半导体和创新冷却技术整合到 APM 中,可实现 ADAS 功能的无缝运行,有助于提高车辆安全性和性能。
效能和可靠性问题
效能和可靠性问题是主要挑战。 APM 通常在恶劣的环境中运行,并会受到极端温度、振动和电磁干扰的影响。这种环境会产生温度控管问题,导致过热并缩短使用寿命。复杂电子元件的整合增加了因製造或设计缺陷而导致故障的风险。此外,转换过程中的功率损耗会降低整体效率并影响车辆性能和续航里程。随着工程师努力平衡尺寸、重量和可靠性,对更高功率密度和紧凑设计的不断变化的需求加剧了这些问题。
COVID-19 大流行对汽车电源模组产业产生了重大影响,对供应链、製造流程和消费者需求造成了广泛的破坏。由于停工和限製而导致的工厂关闭和产能减少,加上半导体元件的短缺,并扰乱了汽车电子产品的生产。疫情期间,由于消费者优先事项转变,许多消费者推迟了购车,对新车及其相应电源模组的需求下降。
预计乘用车市场在预测期内将是最大的市场
由于效率和性能的提高,乘用车细分市场预计将在预测期内成为最大的细分市场。这些模组在管理车辆内的电能分配方面发挥关键作用,特别是当汽车行业转向电气化和 ADAS(高级驾驶辅助系统)时。透过整合宽能带隙半导体和先进温度控管解决方案等最尖端科技,APM 变得更小、更轻、更有效率。随着製造商努力满足更严格的排放法规和消费者对更环保、更有效率的车辆的需求,高性能 APM 的开发至关重要。
预计车载充电市场在预测期间内复合年增长率最高
预计车载充电器市场在预测期内将出现最高的复合年增长率。透过整合先进的充电技术,OBC能够实现从电网到车辆电池系统的高效能传输。这项进步不仅减少了充电时间,还优化了能源消耗,有助于提高车辆的整体性能。最新的 OBC 设计体积小、重量轻,并具有智慧功能,可实现即时监控和自适应充电策略。此外,将OBC整合到汽车电源模组中可以促进各种电气元件之间的无缝交互,从而提高系统效率并减轻车辆整体重量。
由于对燃油效率和永续性的日益关注,预计亚太地区在预测期内将占据汽车功率模组市场的最大份额。随着各国政府实施更严格的排放法规以及消费者环保意识的增强,汽车製造商正在优先开发先进的车载电源模组。半导体技术和电力电子技术的创新将促进更高效的系统集成,提高车辆性能并降低消费者的营业成本。中国、日本和韩国等国家正在引领这一趋势,大力投资研发以生产尖端的功率模组。
预计北美地区在预测期内将实现盈利成长。随着汽车产业向电气化和智慧技术的转变,製造商越来越多地与科技公司、研究机构和零件供应商合作,以创新和优化功率模组设计。这些合作将加速高性能电动车所必需的尖端材料和更高效冷却系统的开发。此外,伙伴关係将有助于简化供应链,确保及时获得关键组件并降低生产成本,并使公司能够开发出满足严格监管标准和消费者需求的尖端电源解决方案。
According to Stratistics MRC, the Global Automotive Power Modules Market is accounted for $7.65 billion in 2024 and is expected to reach $20.43 billion by 2030 growing at a CAGR of 17.8% during the forecast period. Automotive Power Modules are compact, integrated devices designed to manage and convert electrical power within vehicles, especially in electric and hybrid systems. These modules typically combine multiple functions, such as power conversion, motor control, and thermal management, into a single unit. By employing advanced semiconductor technologies, such as insulated gate bipolar transistors (IGBTs) and silicon carbide (SiC) components, they ensure efficient energy conversion and improved performance.
Increasing demand for electric and hybrid vehicles
As consumers increasingly seek sustainable transportation options, manufacturers are prioritizing the efficiency and performance of power electronics that manage energy flow in these vehicles. APMs play a crucial role in converting and controlling electrical energy from batteries to power the electric drivetrain, ensuring optimal performance and range. With advancements in technology, such as improved semiconductor materials and thermal management systems, APMs are becoming more compact and efficient, further enhancing vehicle performance. This trend not only supports the shift towards greener mobility but also fosters collaboration between automotive and technology sectors, paving the way for more sophisticated and reliable electric and hybrid vehicle systems in the future.
Limited infrastructure for EVs
The limited infrastructure for electric vehicles (EVs) significantly hampers the development and adoption of Automotive Power Modules, which are essential for efficient energy management in EVs. Insufficient charging stations and inadequate grid capacity create barriers for consumers, deterring potential buyers who are concerned about range anxiety and charging accessibility. This lack of infrastructure not only slows down the transition to EVs but also impacts manufacturers' ability to invest in and optimize power module technologies. Without a robust network of charging solutions, the full potential of these advanced modules, which enhance performance and energy efficiency, remains unrealized.
Growing demand for advanced driver assistance systems
As vehicles increasingly integrate technologies such as adaptive cruise control, lane-keeping assistance, and automated parking, the need for reliable and efficient power management solutions has surged. APMs play a critical role in supplying the necessary power for these complex systems while ensuring energy efficiency and thermal management. Furthermore, the integration of high-performance semiconductors and innovative cooling techniques within APMs enables the seamless operation of ADAS features, contributing to improved vehicle safety and performance.
Performance and reliability concerns
Performance and reliability concerns pose significant challenges. APMs often operate in harsh environments, subject to extreme temperatures, vibrations, and electromagnetic interference. These conditions can lead to thermal management issues, causing overheating and reduced lifespan. The integration of complex electronic components increases the risk of failure due to manufacturing defects or design flaws. Power loss during conversion processes can also diminish overall efficiency, impacting vehicle performance and range. The evolving demands for higher power density and compact designs exacerbate these issues, as engineers strive to balance size, weight, and reliability.
The COVID-19 pandemic significantly impacted the automotive power module sector, causing widespread disruptions across supply chains, manufacturing processes, and consumer demand. Lockdowns and restrictions led to factory closures and reduced production capacities, which, coupled with a shortage of semiconductor components, hindered the production of automotive electronics. The shift in consumer priorities during the pandemic, with many opting to postpone vehicle purchases, resulted in decreased demand for new cars and their corresponding power modules.
The Passenger Cars segment is expected to be the largest during the forecast period
Passenger Cars segment is expected to be the largest during the forecast period to improve efficiency and performance. These modules play a crucial role in managing electrical energy distribution within vehicles, particularly as the automotive industry shifts towards electrification and advanced driver-assistance systems. By integrating cutting-edge technologies, such as wide-bandgap semiconductors and advanced thermal management solutions, APMs are becoming more compact, lightweight, and efficient. As manufacturers strive to meet stringent emissions regulations and consumer demand for greener, more efficient vehicles, the development of high-performance APMs is essential.
The On-Board Charger segment is expected to have the highest CAGR during the forecast period
On-Board Charger segment is expected to have the highest CAGR during the forecast period. By integrating advanced charging technologies, OBCs enable efficient energy transfer from the power grid to the vehicle's battery system. This advancement not only reduces charging times but also optimizes energy consumption, contributing to overall vehicle performance. The latest OBC designs are compact, lightweight, and incorporate smart features that allow for real-time monitoring and adaptive charging strategies. Moreover, the integration of OBCs into automotive power modules facilitates seamless interaction between various electrical components, enhancing system efficiency and reducing overall vehicle weight.
Asia Pacific region is anticipated to command the largest share of the Automotive Power Modules Market over the extrapolated period, driven by an increased focus on fuel efficiency and sustainability. As governments implement stringent emissions regulations and consumers become more environmentally conscious, automakers are prioritizing the development of advanced automotive power modules. Innovations in semiconductor technology and power electronics are facilitating the integration of more efficient systems, which not only boost vehicle performance but also lower operating costs for consumers. Countries like China, Japan, and South Korea are leading this charge, investing heavily in research and development to produce cutting-edge power modules.
North America region is estimated to witness profitable growth during the projected period. As the automotive industry shifts towards electrification and smart technologies, manufacturers are increasingly joining forces with tech companies, research institutions, and component suppliers to innovate and optimize power module designs. These collaborations facilitate the development of advanced materials and more efficient cooling systems, essential for high-performance electric vehicles. Additionally, partnerships help streamline supply chains, ensuring timely access to critical components and reducing production costs, and also companies can accelerate the deployment of cutting-edge power solutions that meet stringent regulatory standards and consumer demands.
Key players in the market
Some of the key players in Automotive Power Modules market include Broadcom Inc, Continental AG, Delphi Technologies, Denso Corporation, Emerson Electric, Harman International, NXP Semiconductors, Panasonic Corporation, Siemens AG and Toshiba Corporation.
In January 2023, Resonac Corporation announced the launch of a full-scale operation of power modules, focusing on enhancing material-related developments for power semiconductors, its packages, and power modules.
In December 2022, STMicroelectronics released its new high-power modules for e-mobility applications, focusing on enhancing vehicles' performance and driving range. Hyundai selected its new SiC-based power modules for its electric vehicle platform.
In October 2022, BMW Group announced a USD 1.7 billion investment plan for the production of electric vehicles in the United States. Additionally, they entered into an agreement with Envision AESC for the provision of battery cells to their Spartanburg plant.
In September 2022, Onsemi launched its automotive SiC-based power modules for on-board charger application. Integrating these latest power modules will allow electric vehicles to charge at a higher rate than before. The company launched three modules exhibiting low conduction and low switching loss.
In July 2022, Toshiba developed its silicon carbide MOSFET with properties such as low resistance and a significant reduction in switching loss. Its ability to reduce switching loss and low resistance makes it suitable for inverters in various industries, including vehicle electrification and industrial equipment.