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市场调查报告书
商品编码
1662773
2030 年电动车半导体市场预测:按零件类型、车辆类型、技术、应用和地区进行的全球分析Electric Vehicle Semiconductor Market Forecasts to 2030 - Global Analysis By Component Type, Vehicle Type, Technology, Application and By Geography |
根据 Stratistics MRC 的数据,全球电动车半导体市场预计 2024 年将达到 180.9584 亿美元,到 2030 年将达到 3,234.7374 亿美元,预测期内的复合年增长率为 61.7%。
电动车 (EV) 半导体是电动车电力电子和控制系统中使用的电子元件。它管理车辆内的电力流动,使动力传动系统、电池管理、充电和 ADAS(高级驾驶辅助系统)等关键系统高效运作。这些半导体包括功率电晶体、微控制器和感测器,在优化能源效率、性能和安全性方面发挥关键作用。
根据中国汽车工业协会预测,2021年中国纯电动车产量将达290万辆,较2020年成长166%。同年,中国插电式混合动力汽车产量约60.1万辆,较2020年成长131%。
电动车日益普及
国际社会为应对气候变迁和减少二氧化碳排放做出的努力正在加速传统内燃机汽车的淘汰。由于政府立法、电动车购买奖励以及消费者对环境问题意识的不断增强,电动车变得越来越受欢迎。对专用半导体的需求增加是电动车需求增加的直接结果。电动车包含的半导体比传统汽车多得多,为从资讯娱乐系统和高级驾驶辅助系统 (ADAS) 到引擎和电池管理系统的所有系统提供动力。随着电动车的使用不断扩大,对这些关键部件的需求预计将推动电动车半导体产业的显着成长。
与传统汽车市场的竞争
现有的汽车製造商拥有丰富的资源和成熟的供应链,可以给半导体製造商带来巨大压力,这可能导致价格战,并使得专门从事电动车的晶片製造商的利润率收紧。由于这种竞争,製造商可能会专注于服务更大的传统汽车市场,这可能会减缓电动车半导体技术进步的步伐。此外,内燃机汽车的长期主导地位可能会限制整体电动车市场的成长,这将间接阻碍电动车半导体产业的成长。为了在竞争中保持领先,电动车半导体公司必须专注于透过专业技术和经济实惠的解决方案来脱颖而出。
电动车和自动驾驶汽车的普及率不断提高
随着製造商将自动驾驶技术融入电动车,对先进晶片的需求正在增长。这些车辆需要高性能的微晶片、强大的 CPU 和先进的感测器(如雷达和光达)来促进即时资料处理、决策和车辆控制。半导体对于支援这些技术并确保其运作、安全和高效至关重要。随着越来越多的人采用自动驾驶电动车,对管理导航和障碍物检测等复杂任务的专用半导体解决方案的需求正在增长,有助于扩大市场。
製造成本高
先进的半导体元件,例如基于碳化硅 (SiC) 和氮化镓 (GaN) 等宽能带隙材料的元件,生产成本比传统的硅基晶片更高。这些材料对于提高电动车的动力效率和性能至关重要,但製造过程复杂,增加了生产成本。因此,电动车的整体成本将会上升,消费者将无法负担。因此,高昂的製造成本可能会减缓电动车的大规模普及,并阻碍电动车半导体市场的成长。
COVID-19 的影响
COVID-19 疫情严重影响了电动车 (EV) 半导体市场,导致供应链中断、製造延迟和生产放缓。由于主要零件製造商面临工厂关闭和劳动力供应限制,半导体短缺情况进一步加剧。此外,全球经济的不确定性导致消费者对汽车的需求减少,从而减缓了电动车的普及。然而,随着世界经济復苏,向清洁能源和电动车的转变预计将加速,推动电动车半导体市场的长期成长。
预测期内模拟半导体领域预计将实现最大幅度成长
预计类比半导体领域将在预测期内占据最大的市场占有率,因为它在电源管理、电池监控和控制系统中发挥重要作用。类比半导体可实现逆变器、充电器和电池管理系统 (BMS) 等电动车组件中的高效能转换、精确的电压调节和讯号处理。性能提升、效率提升和对车辆安全系统的支援等功能正在推动电动车领域的成长。
预计在预测期内,动力传动系统系统部分将以最高的复合年增长率成长。
由于对高效能能源转换和优化性能的需求不断增加,预计动力传动系统系统部门将在预测期内呈现最高的成长率。半导体对于管理电池、马达和逆变器之间的电力流动以确保平稳运行至关重要。碳化硅和氮化镓基半导体等电力电子技术的进步,使得动力传动系统系统更加高效,从而实现更长的行驶里程、更快的加速并提高车辆的整体性能。
在预测期内,由于政府的大力支持、电动车的快速普及以及比亚迪、日产和丰田等主要电动车製造商的存在,预计亚太地区将占据最大的市场占有率。该地区也是半导体生产的中心,中国、日本和韩国等国家都在大力投资电动车基础设施和技术。这种需求和製造能力的结合正在推动电动车半导体市场的成长。
预计北美地区在预测期内将呈现最高的复合年增长率。这是由消费者对电动车的需求不断增长、政府奖励和更严格的排放气体法规所推动的。美国是特斯拉等主要电动车製造商的所在地,并且正在大力投资电动车基础设施和绿色能源计画。此外,半导体技术创新和对永续性的日益关注进一步推动了电动车的普及,从而增加了该地区对半导体的需求。
According to Stratistics MRC, the Global Electric Vehicle Semiconductor Market is accounted for $18095.84 million in 2024 and is expected to reach $323473.74 million by 2030 growing at a CAGR of 61.7% during the forecast period. Electric Vehicle (EV) semiconductors are electronic components used in the power electronics and control systems of electric vehicles. They manage the flow of electrical power within the vehicle, enabling efficient operation of key systems such as the powertrain, battery management, charging, and advanced driver-assistance systems (ADAS). These semiconductors, including power transistors, microcontrollers, and sensors, play a crucial role in optimizing energy efficiency, performance, and safety.
According to the China Association of Automobile Manufacturers, China produced 2.9 million battery-electric vehicles in 2021, up 166% from 2020. Around 601,000 plug-in hybrid vehicles were produced in China in the same year, up by 131% from 2020.
Increasing adoption of electric vehicles
The shift away from conventional combustion engine vehicles is being accelerated by international initiatives to prevent climate change and cut carbon emissions. EVs are becoming more and more popular due to government laws, incentives for EV purchases, and growing consumer awareness of environmental issues. The increased demand for specialized semiconductors is a direct result of the growth in EV demand. More semiconductors are used in EVs than in traditional cars, powering everything from the infotainment system and advanced driver-assistance systems to the engine and battery management system. The need for these crucial components will drive significant growth in the EV semiconductor industry as EV usage continues expanding.
Competition from traditional vehicle market
With the extensive resources and well-established supply chains, established automakers can place a lot of pressure on semiconductor manufacturers, which might result in price wars and worse profit margins for chip makers that specialize in electric vehicles. As a result of this competition, manufacturers may emphasize catering to the bigger traditional vehicle market, which could slow down the pace of progress in EV semiconductor technology. Additionally, ICE vehicles' prolonged dominance may restrict the EV market's total growth, which would obstruct the growth of the EV semiconductor industry indirectly. In order to stay ahead of the competition, EV semiconductor companies must concentrate on differentiating themselves through specialized technology and affordable solutions.
Growing adoption of electric & autonomous vehicles
Advanced chips are becoming much more in demand as manufacturers incorporate self-driving technologies into EVs. To facilitate real-time data processing, decision-making, and vehicle control, these vehicles need high-performance microchips, powerful CPUs, and advanced sensors (such as radar and LiDAR). In order to support these technologies and guarantee their operation, safety, and efficiency, semiconductors are essential. The demand for specialized semiconductor solutions to manage intricate tasks like navigation and obstacle detection is growing as more people embrace autonomous EVs, which is propelling the market's expansion.
High manufacturing costs
The production of advanced semiconductor components, such as those based on wide-bandgap materials like Silicon Carbide (SiC) and Gallium Nitride (GaN), is more expensive compared to traditional silicon-based chips. These materials, essential for improving power efficiency and performance in EVs, involve complex manufacturing processes that increase production costs. This, in turn, raises the overall cost of electric vehicles, making them less affordable for consumers. As a result, high manufacturing costs can slow down mass adoption of EVs and hinder growth in the semiconductor market for electric vehicles.
Covid-19 Impact
The COVID-19 pandemic significantly impacted the Electric Vehicle (EV) semiconductor market, causing supply chain disruptions, manufacturing delays, and a slowdown in production. The semiconductor shortage worsened as key component manufacturers faced factory shutdowns and limited labor availability. Additionally, the global economic uncertainty led to reduced consumer demand for vehicles, delaying EV adoption. However, as the world recovers, the shift toward clean energy and electric mobility is expected to accelerate, driving long-term growth in the EV semiconductor market.
The analog semiconductors segment is expected to be the largest during the forecast period
The analog semiconductors segment is expected to account for the largest market share during the forecast period, due to their essential role in power management, battery monitoring, and control systems. Analog semiconductors enable efficient energy conversion, precise voltage regulation, and signal processing in EV components such as inverters, chargers, and battery management systems (BMS). Their ability to enhance performance, improve efficiency, and support vehicle safety systems is fueling their growth in the EV sector.
The powertrain system segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the powertrain system segment is predicted to witness the highest growth rate, due to the increasing demand for efficient energy conversion and optimized performance. Semiconductors are crucial in managing power flow between the battery, motor, and inverter, ensuring smooth operation. With advancements in power electronics, such as SiC and GaN-based semiconductors, powertrain systems are becoming more efficient, enabling longer driving ranges, faster acceleration, and improved overall vehicle performance.
During the forecast period, Asia Pacific region is expected to hold the largest market share, due to strong government support, rapid adoption of EVs, and the presence of leading EV manufacturers like BYD, Nissan, and Toyota. The region is also a hub for semiconductor production, with countries like China, Japan, and South Korea investing heavily in EV infrastructure and technology. This combination of demand and manufacturing capability is propelling growth in the EV semiconductor market.
Over the forecast period, the North America region is anticipated to exhibit the highest CAGR, fuelled by increasing consumer demand for EVs, government incentives, and strict emissions regulations. The U.S. is home to leading EV manufacturers like Tesla, and the region is investing heavily in EV infrastructure and green energy initiatives. Additionally, technological innovations in semiconductors and a growing focus on sustainability further boost the adoption of EVs, driving semiconductor demand in the region.
Key players in the market
Some of the key players profiled in the Electric Vehicle Semiconductor Market include Infineon Technologies, STMicroelectronics, NXP Semiconductors, ON Semiconductor, Texas Instruments, Renesas Electronics, Broadcom Inc., Vishay Intertechnology, Qualcomm Technologies, Marvell Technology, Samsung Electronics, Toshiba Corporation, Microchip Technology, MuRata Manufacturing, Rockwell Automation, and Diodes Incorporated.
In December 2024, STMicroelectronics and Ampere collaborate on powerbox with long term supply for silicon carbide. Ampere, the intelligent electric EV pure player born from Renault Group and STMicroelectronics announced the next step in their strategic co-operation, starting in 2026, with a multi-year agreement between STMicroelectronics and Renault Group on the supply of Silicon Carbide (SiC) power modules.
In November 2024, Infineon Technologies AG and Quantinuum, full-stack quantum computing, today announced a strategic partnership to develop the future generation of ion traps. This partnership will drive the acceleration of quantum computing and enable progress in fields such as generative chemistry, material science, and artificial intelligence.