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汽車電子半導體生產設備半導體市場

市場調查報告書

商品編碼

1577315

汽車半導體市場、機會、成長動力、產業趨勢分析與預測，2024-2032

Automotive Semiconductor Market, Opportunity, Growth Drivers, Industry Trend Analysis and Forecast, 2024-2032

出版日期: 2024年08月19日 | 出版商:

Global Market Insights Inc. | 英文 250 Pages | 商品交期: 2-3個工作天內

價格

簡介目錄

在電動車 (EV) 普及率不斷上升的推動下，全球汽車半導體市場 2024 年至 2032 年間的複合年成長率將超過 11%。全球各國政府正在收緊排放法規並激勵電動車購買，促使汽車製造商迅速擴大其電動車產品線。這種轉變需要先進的功率半導體、電池管理系統和多樣化的控制單元。隨著道路上電動車數量的增加，對高效能能源利用、安全功能和智慧充電解決方案的需求也在增加。

例如，國際能源總署 (IEA) 報告稱，2023 年全球電動車銷量將達到近 1,400 萬輛，比上年成長 35%。這一激增使道路上的電動車總數達到約 4,000 萬輛，電動車約佔全球新車銷量的 18%，高於 2022 年的 14%。

整個汽車半導體產業根據組件、車輛類型、推進類型、應用和地區進行細分。

按組件分類的市場細分包括處理器、類比 IC、功率分立元件、感測器、記憶體等。 2023年，處理器領域佔據市場主導地位，佔超過27%的佔有率。處理器領域的主導地位源自於當今汽車系統日益成長的複雜性和運算需求。處理器在高級駕駛輔助系統 (ADAS)、資訊娛樂和自動駕駛中發揮關鍵作用。它們管理複雜演算法和處理即時資料的能力對於現代車輛功能至關重要，從而推動了需求。此外，向軟體定義車輛 (SDV) 的過渡加大了對強大處理器的需求，這對於人工智慧驅動的音訊和車聯網 (V2X) 通訊等功能至關重要。

按車型分類的市場包括乘用車、輕型商用車和重型商用車。 2023 年，乘用車成為成長最快的細分市場，預計到 2032 年其市場價值將超過 1,000 億美元。這種快速成長得益於消費車輛中先進技術的迅速採用。對電動車、自動駕駛和增強型資訊娛樂的需求不斷成長，刺激了該細分市場的擴張。這一趨勢在乘用車中半導體元件數量不斷成長、超過輕型和重型商用車方面表現得很明顯。

到2023年，亞太地區憑藉其在汽車製造和半導體生產方面的領先地位，將佔據超過35%的汽車半導體市場。中國、日本、韓國和印度等國家的主要汽車製造商推動了對半導體零件的巨大需求。該地區強勁的汽車生產以及電動車和 ADAS 技術的迅速採用鞏固了其市場領導地位。例如，IEA指出，2023年，中國的新電動車註冊量飆升至810萬輛，較2022年成長35%。

該地區是全球半導體製造和組裝中心，台積電、三星和恩智浦半導體等行業巨頭都建立了重要業務。這種強大的供應鏈基礎設施可確保汽車半導體的高效生產和分銷，從而鞏固亞太地區的市場主導地位。高產量和尖端半導體技術設施的結合鞏固了該地區領先的市場佔有率。

產業生態系統分析
供應商矩陣
技術與創新格局
專利分析
重要新聞和舉措
監管環境
衝擊力
- 成長動力
  - 電動車採用激增
  - 自動駕駛技術的進步
  - 對連接和資訊娛樂的需求不斷成長
  - 日益關注車輛安全
  - 先進駕駛輔助系統(ADAS) 的需求不斷成長
- 產業陷阱與挑戰
  - 半導體元件短缺
  - 技術複雜性和相容性問題
成長潛力分析
波特的分析
PESTEL分析

第 4 章：競爭格局

公司市佔率分析
競爭定位矩陣
戰略展望矩陣

第 5 章：市場估計與預測：按組成部分，2021-2032 年

主要趨勢
處理器
模擬IC
功率分立元件
感應器
記憶
其他

第 6 章：市場估計與預測：按車型分類，2021-2032 年

主要趨勢
搭乘用車
輕型商用車
重型商用車

第 7 章：市場估計與預測：按推進類型，2021-2032 年

主要趨勢
內燃機（ICE）車輛
電池動力車輛（BEV）
混合動力電動車 (HEV)

第 8 章：市場估計與預測：按應用分類，2021-2032 年

主要趨勢
動力總成
安全
車身電子產品
機殼
遠端資訊處理和資訊娛樂
高級駕駛輔助系統

第 9 章：市場估計與預測：按地區，2021-2032 年

主要趨勢
北美洲
- 美國
- 加拿大
歐洲
- 英國
- 德國
- 法國
- 義大利
- 西班牙
- 歐洲其他地區
亞太地區
- 中國
- 印度
- 日本
- 韓國
- 澳新銀行
- 亞太地區其他地區
拉丁美洲
- 巴西
- 墨西哥
- 拉丁美洲其他地區
MEA
- 阿拉伯聯合大公國
- 沙烏地阿拉伯
- 南非
- MEA 的其餘部分

第 10 章：公司簡介

Allegro Microsystems
Analog Devices, Inc.
Broadcom
Continental
Infineon Technologies AG
KIOXIA Singapore Pte. Ltd.
Lattice Semiconductor
Microchip Technology Inc.
Micron Technology
Nexperia
NXP Semiconductors NV
Onsemi
Renesas Electronics Corporation
Robert Bosch GmbH
Rohm Co., Ltd.
Samsung
Semtech Corporation
Sensata Technologies
STMicroelectronics NV
Taiwan Semiconductor Co., Ltd.
Taiwan Semiconductor Manufacturing Company
TE Connectivity
Texas Instruments, Inc.
Toshiba
Vishay Intertechnology

簡介目錄

Product Code: 6022

The Global Automotive Semiconductor Market will record over 11% CAGR between 2024 and 2032, spurred by rising adoption of electric vehicles (EVs). Governments globally are tightening emissions regulations and incentivizing EV purchases, prompting automakers to broaden their EV lineups swiftly. This shift necessitates advanced power semiconductors, battery management systems, and diverse control units. As the number of EVs on the roads increases, so does the demand for efficient energy use, safety features, and smart charging solutions.

For example, the International Energy Agency (IEA) reported that global EV sales in 2023 hit nearly 14 million units, a 35% jump from the prior year. This surge pushed the total count of electric cars on the roads to around 40 million, with electric cars making up about 18% of all new global car sales, up from 14% in 2022.

The overall automotive semiconductor industry is segmented based on component, vehicle type, propulsion type, application, and region.

Market segmentation by component includes processor, analog IC, power discrete, sensor, memory, and others. In 2023, processors segment dominated the market, holding over 27% share. The processor segment's dominance stems from the growing complexity and computational needs of today's automotive systems. Processors play a pivotal role in advanced driver-assistance systems (ADAS), infotainment, and autonomous driving. Their capability to manage intricate algorithms and process real-time data is vital for modern vehicle functions, driving their demand. Moreover, the transition to software-defined vehicles (SDVs) amplifies the need for powerful processors, essential for features like AI-driven audio and vehicle-to-everything (V2X) communication.

Market segmentation by vehicle type includes passenger cars, light commercial vehicles, and heavy commercial vehicles. In 2023, passenger cars emerged as the fastest-growing segment, with projections suggesting a market value exceeding USD 100 billion by 2032. This rapid growth is fueled by the swift adoption of advanced technologies in consumer vehicles. The rising demand for EVs, autonomous driving, and enhanced infotainment has spurred this segment's expansion. This trend is evident in the growing volume of semiconductor components in passenger cars, outpacing light and heavy commercial vehicles.

In 2023, the Asia Pacific region commanded over 35% of the automotive semiconductor market share, bolstered by its leadership in automotive manufacturing and semiconductor production. Major automotive players from countries like China, Japan, South Korea, and India drive significant demand for semiconductor components. The region's robust automotive production and swift embrace of EVs and ADAS technologies cement its market leadership. For instance, the IEA noted that in 2023, new electric car registrations in China soared to 8.1 million, marking a 35% increase from 2022.

The region stands as a global semiconductor fabrication and assembly hub, with industry giants like TSMC, Samsung, and NXP Semiconductors establishing significant operations. This strong supply chain infrastructure ensures efficient production and distribution of automotive semiconductors, reinforcing Asia Pacific's market dominance. The blend of high production volumes and cutting-edge semiconductor technology facilities solidifies the region's leading market share.

Chapter 1 Scope and Methodology

1.1 Market scope and definition
1.2 Base estimates and calculations
1.3 Forecast parameters
1.4 Data sources
- 1.4.1 Primary
- 1.4.2 Secondary
  - 1.4.2.1 Paid sources
  - 1.4.2.2 Public sources

Chapter 2 Executive Summary

2.1 Industry 360° synopsis, 2021-2032

Chapter 3 Industry Insights

3.1 Industry ecosystem analysis
3.2 Vendor matrix
3.3 Technology and innovation landscape
3.4 Patent analysis
3.5 Key news and initiatives
3.6 Regulatory landscape
3.7 Impact forces
- 3.7.1 Growth drivers
  - 3.7.1.1 Surge in EV adoption
  - 3.7.1.2 Advancements in autonomous driving technology
  - 3.7.1.3 Increasing demand for connectivity and infotainment
  - 3.7.1.4 Increasing focus on vehicle safety
  - 3.7.1.5 Rising demand for advanced driver assistance systems (ADAS)
- 3.7.2 Industry pitfalls and challenges
  - 3.7.2.1 Shortage of semiconductor components
  - 3.7.2.2 Technological complexities and compatibility issues
3.8 Growth potential analysis
3.9 Porter's analysis
- 3.9.1 Supplier power
- 3.9.2 Buyer power
- 3.9.3 Threat of new entrants
- 3.9.4 Threat of substitutes
- 3.9.5 Industry rivalry
3.10 PESTEL analysis

Chapter 4 Competitive Landscape, 2023

4.1 Company market share analysis
4.2 Competitive positioning matrix
4.3 Strategic outlook matrix

Chapter 5 Market Estimates and Forecast, By Component, 2021-2032 (USD Million and Units)

5.1 Key trends
5.2 Processor
5.3 Analog IC
5.4 Power discrete
5.5 Sensor
5.6 Memory
5.7 Others

Chapter 6 Market Estimates and Forecast, By Vehicle Type, 2021-2032 (USD Million and Units)

6.1 Key trends
6.2 Passenger car
6.3 Light Commercial vehicle
6.4 Heavy Commercial vehicle

Chapter 7 Market Estimates and Forecast, By Propulsion Type, 2021-2032 (USD Million and Units)

7.1 Key trends
7.2 Internal combustion engine (ICE) vehicles
7.3 Battery powered vehicles(BEV)
7.4 Hybrid electric vehicles (HEV)

Chapter 8 Market Estimates and Forecast, By Application, 2021-2032 (USD Million and Units)

8.1 Key trends
8.2 Powertrain
8.3 Safety
8.4 Body electronics
8.5 Chassis
8.6 Telematics and infotainment
8.7 ADAS

Chapter 9 Market Estimates and Forecast, By Region, 2021-2032 (USD Million and Units)

9.1 Key trends
9.2 North America
- 9.2.1 U.S.
- 9.2.2 Canada
9.3 Europe
- 9.3.1 UK
- 9.3.2 Germany
- 9.3.3 France
- 9.3.4 Italy
- 9.3.5 Spain
- 9.3.6 Rest of Europe
9.4 Asia Pacific
- 9.4.1 China
- 9.4.2 India
- 9.4.3 Japan
- 9.4.4 South Korea
- 9.4.5 ANZ
- 9.4.6 Rest of Asia Pacific
9.5 Latin America
- 9.5.1 Brazil
- 9.5.2 Mexico
- 9.5.3 Rest of Latin America
9.6 MEA
- 9.6.1 UAE
- 9.6.2 Saudi Arabia
- 9.6.3 South Africa
- 9.6.4 Rest of MEA