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市場調查報告書
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1521101

EV半導體裝置市場－2024年至2029年預測

EV Semiconductor Devices Market - Forecasts from 2024 to 2029
出版日期: | 出版商: Knowledge Sourcing Intelligence | 英文 140 Pages | 商品交期: 最快1-2個工作天內

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簡介目錄

預計電動車半導體裝置市場在預測期內（2024-2029年）的年複合成長率(CAGR)將超過36.85%。

由於電動車需求的不斷成長以及電子產品在這些汽車中的高滲透率，電動車半導體裝置市場逐年成長。這一成長是由對更長行駛里程、更短充電時間以及 ADAS 在電動車中的應用的日益成長的需求所推動的。電動車本質上使用半導體來執行動力、推進管理、車身和安全措施、娛樂和舒適性以及駕駛員輔助和安全技術等任務。市場上的頂級供應商包括意法半導體、恩智浦半導體、英飛凌科技、德州儀器和瑞薩電子。電動汽車零件市場前景可以按類型和地區進行細分。另一方面，專家表示，隨著這項技術在中國和日本等國家的普及程度不斷提高，亞太地區預計將引領市場成長。

  • 推動全球電動車半導體裝置市場成長的另一個因素是電動車需求的激增。隨著道路上電動車數量的增加，更好的電子和半導體在電動車上的應用也越來越多。電動車動力傳動系統、電池管理和資訊娛樂系統使用許多半導體裝置。由於政策和排放、技術開拓以及消費者追求的普及等其他方面，世界各地都在推動綠色汽車的使用，預計未來幾年電動車用半導體裝置的需求將會很高。
  • 推動電動車半導體裝置市場的其他因素是電動車對延長電池續航里程和縮短充電時間的需求不斷成長。半導體裝置是電動車的關鍵組件，因為它們使車輛能夠增加行駛里程和充電速度。目前的趨勢包括在電力電子系統中採用碳化矽和氮化鎵等化合物半導體，以便為電動動力傳動系統中使用的動力系統和充電系統提供更高的功率密度和效率。隨著消費者期待電動車續航里程更長、充電速度更快，這些技術先進的半導體產品的未來性將顯著擴大。
  • ADAS和自動駕駛技術在電動車上的結合使用也是電動車半導體裝置市場的未來性之一。如上所述，ADAS 系統的主要功能是車輛和道路維護，這些設施使用許多感測器、處理器和通訊設備來配置緩解控制、車道偏離控制和自動緊急控制。隨著電動車配備這些功能，高性能半導體裝置的市場預計將進一步擴大。電動車中擴大使用 ADAS 和自動駕駛功能預計將成為未來幾年電動車半導體裝置市場的促進因素。

電動汽車半導體裝置市場的促進因素：

  • 按車型分類，電池電動車細分市場在預測期內可能會經歷最快的成長。

純電動車在電動車電池市場中處於領先地位，到 2022 年將佔據約 70% 的市場佔有率。這一成長是由於純電動車在個人電腦市場（尤其是乘用車領域）的使用不斷增加所推動的，因為知名製造商都在推動電動車的開拓並致力於其車型的電氣化。消費者也正在尋找具有更長電池壽命、更快充電時間和更長續航里程的永續行動解決方案，這正在影響他們的購買行為。

據估計，從 2023 年到 2032 年，二輪車和商用車產業將呈指數級成長。對電動Scooter和電動二輪車以及送貨卡車和巴士等商用車的需求不斷成長，也推動了整個電動車電池市場的需求。純電動車在各個領域的使用量穩步成長，為開拓新的電池解決方案提供了機會，從而推動了電動車電池市場的成長。

EV半導體裝置市場的地理展望

  • 在預測期內，亞太地區將主導電動車半導體裝置市場。

中國、日本、印度、韓國等主要經濟體在亞太地區佔據主導地位。一些成長最快的新興經濟體位於該地區，例如東南亞國協。該地區預計將在預測期內主導電動車半導體裝置市場，因為該地區是中國和台灣等在全球半導體市場上佔據主導地位的國家的所在地。

由於電動車的滲透率不斷提高，亞太地區預計將佔領電動車半導體裝置市場，特別是在中國和印度。在亞太地區，由於電動車半導體裝置的高滲透率，中國仍然是最大的市場。中國電動車市場近期出現成長，得益於優惠立法、環保政策、本土汽車產業的成長以及中國市場半導體裝置的開拓，與新能源汽車的積極發展密切相關。在中國，汽車工業的成長主要是在過去10至20年。中國的插電式電動車（PEV）購買選擇也在增加。半導體裝置的使用預計未來也會增加，因為它們廣泛用於電動車電池和電力電子產品。

印度是亞太地區另一個潛力市場。印度政府正在製定 FAME（更快採用和製造（混合動力和）電動車）計劃，旨在該國普及電動車。印度不斷成長的汽車工業預計對摩托車和商用車等電動車中使用的半導體裝置也有很高的需求。由於人們對更高移動性解決方案的認知不斷增強以及自動駕駛技術的加強，預計韓國市場將呈現與亞太電動車半導體裝置市場類似的趨勢。

總體而言，亞太地區在電動汽車半導體裝置市場的主導地位是由電動車滲透率持續提高、該地區主要製造商專注於開拓汽車技術以及其他補充因素推動的。在亞太地區，中國和印度市場預計將成為電動車半導體裝置市場的主要成長要素。

電動汽車半導體裝置市場的主要發展：

  • 2022年9月，意法半導體宣布推出汽車MCU“Stellar P6”，用於整合具有更高整合能力和無線可更新域的電動車平台系統，以實現下一代動力傳動系統總成電氣化系統。
  • RoadPak - 2022 年 5 月 - 日立能源宣布推出用於電動車的新型功率半導體模組。透過長時間加熱，形成了一個主要採用 SiC 技術並實現高功率密度等級的緊湊模組。這可以在車輛的整個使用壽命內提供更快的充電可靠性，並最大限度地功率損耗，從而延長車輛的行駛里程。
  • 2022 年 9 月 - VinFast 是一家越南電動車製造商，瑞薩電子公司是一家全球汽車電子半導體供應商。兩家公司將建立策略合作夥伴關係，VinFast 將致力於汽車技術的開發和電動車系統組件的交付。

電動汽車半導體裝置市場細分與分析如下：

按車型

  • 純電動車（BEV）
  • 插電混合(PHEV)

按成分

  • 模擬
  • 記憶
  • 離散的
  • 邏輯
  • 其他部分

按用途

  • 動力傳動系統
  • 底盤/安全
  • 資訊娛樂遠端資訊處理
  • 身體/便利
  • ADAS（進階駕駛輔助系統）

按地區

  • 北美洲
  • 美國
  • 加拿大
  • 墨西哥
  • 南美洲
  • 巴西
  • 阿根廷
  • 其他
  • 歐洲
  • 英國
  • 德國
  • 法國
  • 義大利
  • 西班牙
  • 其他歐洲國家
  • 中東/非洲
  • 沙烏地阿拉伯
  • 阿拉伯聯合大公國
  • 其他中東/非洲
  • 亞太地區
  • 中國
  • 印度
  • 日本
  • 韓國
  • 台灣
  • 泰國
  • 印尼
  • 其他亞太地區

目錄

第1章簡介

  • 市場概況
  • 市場定義
  • 調查範圍
  • 市場區隔
  • 貨幣
  • 先決條件
  • 基準年和預測年時間表
  • 相關人員的主要利益

第2章調查方法

  • 研究設計
  • 調查過程

第3章執行摘要

  • 主要發現
  • 分析師觀點

第4章市場動態

  • 市場促進因素
    • 電動車中擴大使用感測器、IC 和自動化系統
    • EV 5.2市場挑戰中對更長行駛里程和更短充電時間的需求不斷成長
  • 市場限制因素
    • 來自替代品的威脅
  • 波特五力分析
  • 產業價值鏈分析

第5章電動車半導體裝置市場：依車型分類

  • 介紹
  • 純電動車（BEV）
  • 插電混合(PHEV)

第6章電動車半導體裝置市場：依組成部分

  • 介紹
  • 模擬
  • 記憶
  • 離散的
  • 邏輯
  • 其他組件

第7章電動車半導體裝置市場：依應用分類

  • 介紹
  • 動力傳動系統
  • 底盤/安全
  • 資訊娛樂遠端資訊處理
  • 身體/便利
  • ADAS（進階駕駛輔助系統）

第8章電動車半導體裝置市場：按地區分類

  • 世界概況
  • 北美洲
    • 美國
    • 加拿大
    • 墨西哥
  • 南美洲
    • 巴西
    • 阿根廷
    • 南美洲其他地區
  • 歐洲
    • 英國
    • 德國
    • 法國
    • 義大利
    • 西班牙
    • 其他歐洲國家地區
  • 中東/非洲
    • 沙烏地阿拉伯
    • 阿拉伯聯合大公國
    • 其他中東/非洲地區
  • 亞太地區
    • 中國
    • 印度
    • 日本
    • 韓國
    • 台灣
    • 泰國
    • 印尼
    • 其他亞太地區

第9章競爭環境及分析

  • 主要企業及策略分析
  • 市場佔有率分析
  • 合併、收購、協議和合作
  • 競爭對手儀表板

第10章 公司簡介

  • Taiwan Semiconductor Manufacturing Company Limited
  • Infineon Technologies
  • STMicroelectronics
  • NXP Semiconductors
  • Texas Instruments
  • Renesas Electronic
  • Microchip Technology
  • On Semiconductor Corporation
  • Analog Devices Inc.
  • ROHM Co. Ltd
  • Toshiba Corporation
簡介目錄
Product Code: KSI061616957

The EV semiconductor devices market is anticipated to register a compound annual growth rate (CAGR) of over 36.85% during the forecast period (2024-2029).

The EV semiconductor devices market is growing yearly due to the increasing demand for electric vehicles and the high electronics penetration in these vehicles. The growth is due to the increasing requirements of range extension, shorter charge time, and application of ADAS in electric vehicles. Semiconductors are intrinsically used in EVs to perform tasks such as power, propulsion management, body and safety measures, entertainment and comfort, and driver assistance and safety technologies. The top vendors operating in the market are STMicroelectronics, NXP Semiconductor, Infineon Technologies, Texas Instruments, and Renesas Electronics. The market outlook for electric vehicle components can be segmented by type and region. In contrast, according to experts, the Asia-Pacific region will lead the market growth due to the constantly growing popularity of the technology in countries like China and Japan.

  • Another factor bolstering the global EV semiconductor devices market growth is the surging demand for electric vehicles. With an increased number of electric vehicles on the road, the application of better electronics and semiconductors in them is also increasing. The powertrain of an EV, battery management, and infotainment system would use many semiconductor devices. As the world advances in its use of green automobiles due to policies and other aspects such as emissions, technological development, and popularity demanded by consumers, electric vehicles' semiconductor devices are anticipated to enjoy high demand in the coming years.
  • Other factors that are driving the EV semiconductor devices market are the increasing need for higher ranges of battery and faster charging times in electric vehicles. Semiconductor devices are critical components of EVs because they make it possible to increase the vehicles' range and the speed of charging. Some of the current trends include the employment of compound semiconductors, for instance, SiC and GaN, which are used in power electronic systems that offer higher power density and efficiency in powertrains used by EVs and charging systems. Since consumers look forward to EVs with extended ranges and faster charging, the prospects for these technologically sophisticated semiconductor products will substantially grow
  • The combined use of ADAS and self-driving technologies within EVs is another prospect for the EV semiconductor devices market. Even though the main function of ADAS systems, as mentioned above, is the maintenance of automobiles and the road, these facilities use many sensors, processors, and communication devices to support the setting of ease control, lane departure control, and automatic emergency control. With the integration of such features in EVs, the market for high-performance semiconductor devices will grow further. Increased usage of ADAS and autonomous driving features in EVs is expected to act as a driver for the EV semiconductor devices market over the next few years.

EV SEMICONDUCTOR DEVICES MARKET DRIVERS:

  • The battery electric vehicle segment by vehicle type will likely be the fastest-growing segment during the forecast period.

BEVs are leading the EV battery market, having taken approximately 70% of the market in 2022. This growth is due to the rise in the use of BEVs in the PC market, particularly in the passenger car segment, as prominent manufacturers push their development of electric cars and commit to making their models electric. Consumers are also conscious of sustainable mobility solutions with longer battery life, faster charging times, and higher driving ranges, affecting their buying behaviors.

It is also estimated that the two-wheeler and commercial vehicle segments will grow drastically from 2023 to 2032. The increasing need for electric scooters and motorcycles also contributes to the overall demand for the EV battery market, together with commercial vehicles like delivery trucks and buses. The steady increase of BEV usage across different segments brings opportunities for developing new battery solutions, thus driving the EV battery market's growth.

EV SEMICONDUCTOR DEVICES MARKET GEOGRAPHICAL OUTLOOK

  • The Asia Pacific region to dominate the EV semiconductor devices market during the forecast period.

The major economies like China, Japan, India, and South Korea dominate the Asia-Pacific region. Some of the fastest-growing emerging economies are from this region, such as ASEAN countries. This region is expected to dominate the electric vehicle semiconductor devices market during the forecast period owing to its home to several countries like China and Taiwan that dominate the semiconductors market globally.

The APAC region is further expected to capture the EV semiconductor devices market due to the proliferating use of EVs in countries of APAC particularly China and India. China remains the biggest market for EV semiconductor devices in the APAC region due to the high penetration of the segment. China's electric vehicles market has grown significantly in recent years because of legislative incentives and environmental policies, the growth of local automotive industries, and the development of semiconductor devices in Chinese markets is closely related to the vigorous development of new energy automobiles. China has witnessed growth in the automotive industry, mainly in the last one or two decades. The purchasing option of plug-in electric vehicles (PEVs) is also rising in China. Given the fact that semiconductor devices are widely used in EV batteries and power electronics, their use is also expected to rise in the future.

India is yet another promising market for EV semiconductor devices in the APAC region. The Indian government has developed programs like the FAME (Faster Adoption and Manufacturing of (Hybrid &) Electric Vehicles) program aimed at increasing the usage of electric cars in the country. Semiconductor devices used in electric vehicles, such as two-wheelers and commercial vehicles, are also expected to have a large demand in the growing Indian automotive industry. The South Korean market is also expected to have a similar trend in the APAC EV semiconductor devices market consequently owing to the growing awareness of higher mobility solutions and enhancing self-driving technologies.

In general, the supremacy of the APAC region in the EV semiconductor devices market can be explained by the ever-increasing rates of EV penetration, orientation on the development of automotive technology by major manufacturers in the given region, and other complementary factors. By far, the Chinese and Indian markets are anticipated to act as the major growth enablers for the EV semiconductor devices market within APAC.

The EV semiconductor devices market key developments:

  • In September 2022, STMicroelectronics released the Stellar P6 automotive MCU to integrate EV platform systems with higher integration capabilities for the next level of electrification of power trains and domain-oriented systems that can be updated over the air.
  • RoadPak- May 2022 -Hitachi Energy introduces its new power semiconductor module for electric vehicles. Heating it up for a long time makes it a compact module that mainly utilizes SiC technology to achieve high power density levels. This enables faster charging reliability over the lifetime of the car and the least power losses to enable longer ranges of the car.
  • September 2022 - VinFast is a Vietnamese electric vehicle manufacturer, while Renesas Electronics Corp is a global supplier of automotive electronics semiconductors. These companies entered into a strategic partnership through which VinFast will contribute to the development of electric vehicles' automotive technology and delivery of system parts.

The EV semiconductor devices market is segmented and analyzed as follows:

By Vehicle Type

  • Battery Electric Vehicle (BEV)
  • Plug-in Hybrid Electric Vehicles (PHEV)

By Component

  • Analog
  • Memory
  • Discrete
  • Logic
  • Other Components

By Application

  • Powertrain
  • Chassis and Safety
  • Infotainment and Telematics
  • Body and Convenience
  • Advanced Driver Assistance Systems

By Geography

  • North America
  • USA
  • Canada
  • Mexico
  • South America
  • Brazil
  • Argentina
  • Others
  • Europe
  • United Kingdom
  • Germany
  • France
  • Italy
  • Spain
  • Rest of Europe
  • Middle East and Africa
  • Saudi Arabia
  • Saudi Arabia
  • United Arab Emirates
  • Rest of Middle East and Africa
  • Asia-Pacific
  • China
  • India
  • Japan
  • South Korea
  • Taiwan
  • Thailand
  • Indonesia
  • Rest of Asia-Pacific

TABLE OF CONTENTS

1. INTRODUCTION

  • 1.1. Market Overview
  • 1.2. Market Definition
  • 1.3. Scope of the Study
  • 1.4. Market Segmentation
  • 1.5. Currency
  • 1.6. Assumptions
  • 1.7. Base and Forecast Years Timeline
  • 1.8. Key benefits for the stakeholders

2. RESEARCH METHODOLOGY

  • 2.1. Research Design
  • 2.2. Research Process

3. EXECUTIVE SUMMARY

  • 3.1. Key Findings
  • 3.2. Analyst View

4. MARKET DYNAMICS

  • 4.1. Market Drivers
    • 4.1.1. Increased Use of Sensors, ICs, and Automated Systems in Electric Vehicle
    • 4.1.2. Rising demand for longer driving range and faster charging time in EVs5.2 Market Challenges
  • 4.2. Market Restraints
    • 4.2.1. Threats from Substitutes
  • 4.3. Porter's Five Forces Analysis
    • 4.3.1. Bargaining Power of Suppliers
    • 4.3.2. Bargaining Power of Buyers
    • 4.3.3. The Threat of New Entrants
    • 4.3.4. Threat of Substitutes
    • 4.3.5. Competitive Rivalry in the Industry
  • 4.4. Industry Value Chain Analysis

5. EV SEMICONDUCTOR DEVICES MARKET BY VEHICLE TYPE

  • 5.1. Introduction
  • 5.2. Battery Electric Vehicle (BEV)
  • 5.3. Plug-in Hybrid Electric Vehicles (PHEV)

6. EV SEMICONDUCTOR DEVICES MARKET BY COMPONENT

  • 6.1. Introduction
  • 6.2. Analog
  • 6.3. Memory
  • 6.4. Discrete
  • 6.5. Logic
  • 6.6. Other Components

7. EV SEMICONDUCTOR DEVICES MARKET BY APPLICATION

  • 7.1. Introduction
  • 7.2. Powertrain
  • 7.3. Chassis and Safety
  • 7.4. Infotainment and Telematics
  • 7.5. Body and Convenience
  • 7.6. Advanced Driver Assistance Systems

8. EV SEMICONDUCTOR DEVICES MARKET BY GEOGRAPHY

  • 8.1. Global Overview
  • 8.2. North America
    • 8.2.1. United States
    • 8.2.2. Canada
    • 8.2.3. Mexico
  • 8.3. South America
    • 8.3.1. Brazil
    • 8.3.2. Argentina
    • 8.3.3. Rest of South America
  • 8.4. Europe
    • 8.4.1. United Kingdom
    • 8.4.2. Germany
    • 8.4.3. France
    • 8.4.4. Italy
    • 8.4.5. Spain
    • 8.4.6. Rest of Europe
  • 8.5. Middle East and Africa
    • 8.5.1. Saudi Arabia
    • 8.5.2. United Arab Emirates
    • 8.5.3. Rest of Middle East and Africa
  • 8.6. Asia-Pacific
    • 8.6.1. China
    • 8.6.2. India
    • 8.6.3. Japan
    • 8.6.4. South Korea
    • 8.6.5. Taiwan
    • 8.6.6. Thailand
    • 8.6.7. Indonesia
    • 8.6.8. Rest of Asia-Pacific

9. COMPETITIVE ENVIRONMENT AND ANALYSIS

  • 9.1. Major Players and Strategy Analysis
  • 9.2. Market Share Analysis
  • 9.3. Mergers, Acquisitions, Agreements, and Collaborations
  • 9.4. Competitive Dashboard

10. COMPANY PROFILES

  • 10.1. Taiwan Semiconductor Manufacturing Company Limited
  • 10.2. Infineon Technologies
  • 10.3. STMicroelectronics
  • 10.4. NXP Semiconductors
  • 10.5. Texas Instruments
  • 10.6. Renesas Electronic
  • 10.7. Microchip Technology
  • 10.8. On Semiconductor Corporation
  • 10.9. Analog Devices Inc.
  • 10.10. ROHM Co. Ltd
  • 10.11. Toshiba Corporation