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市場調查報告書
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1536853

汽車半導體：市場佔有率分析、產業趨勢、成長預測（2024-2029）

Automotive Semiconductor - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)
出版日期: | 出版商: Mordor Intelligence | 英文 158 Pages | 商品交期: 2-3個工作天內

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簡介目錄

汽車半導體市場規模預計到2024年為727.1億美元，預計到2029年將達到1,232.7億美元，在預測期內（2024-2029年）複合年成長率為11.14%。

汽車半導體市場

主要亮點

  • 近年來，隨著 3D 地圖應用、電動車和車輛自動化等許多先進技術的出現，汽車產業經歷了快速轉型。因此，對感測器、記憶體和 IC 等各種尖端半導體的需求不斷增加。
  • 全球汽車半導體銷售趨勢主要受到汽車銷售和生產趨勢的影響，以及由於整車電子元件激增而導致每輛車半導體部署量增加的影響。由於全球嚴格的監管和安全要求，汽車半導體市場受到零缺陷品質流程、嚴格的資格流程、功能安全的設計架構、廣泛的設計時間範圍和高可靠性的推動，其特點是產品壽命長。導致汽車領域對半導體的大量需求。
  • 根據國際工業協會 (OICA) 的數據，2023 年全球汽車產量將超過 9,300 萬輛。這比 2022 年增加了約 10%。 COVID-19 大流行為汽車購買行為和客戶態度帶來了許多變化。人們很容易接受數位服務和功能，幫助他們保持聯繫、安全和可追蹤。
  • 因此，隨著車載螢幕變得越來越普遍，我們期望許多其他數位功能能夠輕鬆整合。由於人們對觸控表面的擔憂日益增加，虛擬助理、語音辨識、個人化和手勢控制的需求也可能增加。汽車市場正在競相標準化，A-PHY（串行器解串器（SerDes）物理層介面）預計將成為主要的連接解決方案。汽車生態系統正在圍繞該標準進行整合，A-PHY 預計將在不久的將來成為全球汽車的主要連接解決方案。然而，由於極冷和極熱條件下的運作缺陷，汽車半導體市場可能面臨不可避免的挑戰。
  • COVID-19 過後，市場上的各種公司正在製定各種策略，例如推出、收購和合併，以獲得競爭優勢。

汽車半導體市場趨勢

乘用車佔主要市場佔有率

  • 乘用車電動車需求的不斷成長是加速乘用車汽車半導體需求的主要因素之一。例如，根據彭博經濟論壇的數據，到2023 年，印度所有細分市場的電動車銷量都將成長，乘用車電動車銷量幾乎翻倍，達到96,000 輛，佔乘用車總銷量的2.3% 。
  • 按組件分類，感測器領域預計將成為市場成長的主要驅動力。這是由於對主動式車距維持定速系統和自動緊急煞車等 ADAS 功能的需求不斷增加，從而推動了對更先進、更強大的汽車半導體的需求。這些系統依靠感測器和處理器來高效運作。
  • 對安全系統的需求不斷成長，這與 ADAS 和自動緊急煞車系統的引入以及道路安全法規的改進有關，正在推動全球汽車半導體元件的需求。
  • 歐盟 (EU) 將從 2024 年中期開始強制執行 ADAS 系統，聯合國計劃推出關於提供額外駕駛員輔助系統（DCAS 和 ADAS）的新法規，該法規將於 2025 年 1 月生效。 。
  • 歐洲、北美和亞太地區的多個國家已核准立法，要求在消費性車輛中配備各種類型的 ADAS。
  • 自動駕駛和自動駕駛汽車的日益普及是 ADAS 市場的關鍵成長要素，並正在推動汽車半導體市場的成長。例如，根據英特爾的預測，到 2030 年，全球汽車銷售量預計將達到約 1.014 億輛，而到 2030 年，自動駕駛汽車預計將佔車輛登記量的 12% 左右。

亞太地區正在經歷顯著成長

  • 汽車製造業的崛起以及汽車原始設備製造商和半導體製造商之間合作關係的深化正在推動亞太汽車半導體市場的發展。買家優先考慮汽車的舒適性和豪華性，而不是成本和燃油經濟性等傳統因素。
  • 世界各地的汽車製造商擴大為其汽車配備電子元件，以滿足對豪華和半豪華汽車日益成長的需求。這一趨勢正在推動亞太地區汽車半導體市場的發展，使該地區成為工業成長的中心。
  • 電動車需求的激增將進一步推動亞太地區汽車半導體產業的發展。隨著主要汽車製造國對自動駕駛汽車的興趣日益濃厚，製造商面臨創新和部署此類技術的壓力。全自動駕駛汽車的未來取決於多種因素，從技術進步和消費者接受度到定價以及產業能否解決安全問題。這些因素可能會影響未來幾年自動駕駛汽車的發展軌跡。
  • 汽車和半導體行業越來越關注技術增強和原料談判，以將可靠的技術整合到車輛中。例如，英偉達和豐田合作增強自動駕駛能力，凸顯了該產業對先進汽車技術的承諾。
  • 豐田選擇 NVIDIA 的 DRIVE PX AI 汽車電腦平台突顯了其致力於開發尖端自動駕駛系統的承諾。像這樣的合作夥伴關係和創新對於推動亞太汽車半導體市場的發展至關重要。
  • 中國是亞太地區汽車半導體領域的關鍵參與者。該國對安全功能的重視、導航等資訊娛樂應用的興起，以及具有停車輔助和車道偏離警告等先進功能的 ADAS（高級駕駛員輔助系統）的日益普及，是市場成長的關鍵驅動力。

汽車半導體產業概況

由於一體化程度不斷提高、技術進步和地緣政治情景，市場波動較大。隨著 IDM 和晶圓代工廠變得更加垂直整合，考慮到其收益所帶來的投資能力，市場競爭預計將加劇。

隨著各汽車公司的需求預計將激增，透過創新而具有顯著永續競爭優勢的市場可能會面臨更激烈的競爭。

在此背景下，考慮到汽車公司對半導體製造商品質的期望的重要性，品牌形象發揮著重要作用。由於 NXP Semiconductor NV、Infineon Technologies AG、MediaTek Renesas Electronics Corporation 和 Texas Instrument Inc. 等成熟市場參與者的存在，市場滲透率也很高。

  • 2024年2月：英飛凌科技股份公司宣布，英飛凌與本田汽車工業簽署合作備忘錄，建立策略夥伴關係。本田選擇英飛凌作為其半導體合作夥伴，以調整其未來的產品和技術藍圖。兩家公司同意繼續討論供應安全問題，並鼓勵在與縮短上市時間的技術相關的計劃上進行相互知識轉移和合作。
  • 2023 年 11 月，NXP Semiconductors NV 宣布與 Zendar Inc. 進行投資和合作，Zendar Inc. 是一家致力於使用高解析度雷達創新自動駕駛系統的軟體新興企業。這項投資將加速和改進 ADAS（高級駕駛輔助系統）和自動駕駛（AD）的高解析度雷達解決方案，補充恩智浦的可擴展雷達產品組合。
  • 2023 年 11 月，瑞薩電子公司宣布了針對汽車數位領域所有關鍵應用的下一代微控制器 (MCU) 和系統晶片(SoC) 的計畫。該公司宣布計劃開發兩款 MCU 產品，這些產品將包含在下一代 R-Car 系列中。其中之一是最近推出的一系列跨界 MCU，可提供下一代 E/E 車輛架構中的域和區域電控系統(ECU) 所需的高性能。二是計劃推出專門針對車輛控制市場的獨立MCU平台。

其他好處：

  • Excel 格式的市場預測 (ME) 表
  • 3 個月的分析師支持

目錄

第1章簡介

  • 研究假設和市場定義
  • 調查範圍

第2章調查方法

第3章執行摘要

第4章市場洞察

  • 市場概況
  • 產業吸引力－波特五力分析
    • 供應商的議價能力
    • 消費者議價能力
    • 新進入者的威脅
    • 競爭公司之間的敵對關係
    • 替代品的威脅
  • 產業價值鏈分析
  • 評估 COVID-19 和其他宏觀經濟趨勢的市場影響
  • 自動駕駛汽車中射頻元件需求概覽

第5章市場動態

  • 市場促進因素
    • 汽車產量增加
    • 對先進安全和舒適系統的需求不斷成長
  • 市場限制因素
    • 先進裝備車成本上升

第6章 市場細分

  • 按車型
    • 客車
    • 輕型商用車
    • 大型商用車
  • 按成分
    • 處理器
    • 感應器
    • 儲存裝置
    • 積體電路
    • 分離式功率元件
    • 射頻裝置
  • 按用途
    • 底盤
    • 電力電子
    • 安全
    • 車身電子產品
    • 舒適/娛樂單元
    • 其他
  • 按地區
    • 北美洲
    • 歐洲
    • 亞洲
    • 澳洲/紐西蘭
    • 拉丁美洲
    • 中東/非洲

第7章 競爭格局

  • 公司簡介
    • NXP Semiconductor NV
    • Infineon Technologies AG
    • Renesas Electronics Corporaton
    • STMicroelectronics NV
    • Toshiba Electronic Devices & Storage Corporation（Toshiba Corporation）
    • Texas Instrument Inc.
    • Robert Bosch GmbH
    • Micron Technology
    • Onsemi（Semiconductor Components Industries LLC）
    • Analog Devices Inc.
    • ROHM Co. Ltd

第8章投資分析

第9章 未來趨勢

簡介目錄
Product Code: 52537

The Automotive Semiconductor Market size is estimated at USD 72.71 billion in 2024, and is expected to reach USD 123.27 billion by 2029, growing at a CAGR of 11.14% during the forecast period (2024-2029).

Automotive Semiconductor - Market

Key Highlights

  • The automobile industry has transformed rapidly over the past few years with the advent of numerous advanced technologies, such as 3D mapping applications, electric vehicles, and automobile automation. This has increased the demand for several advanced semiconductors, including sensors, memory devices, ICs, and many more.
  • Growth in automotive semiconductor sales globally mainly depends on vehicle sales and production trends, along with the increase in semiconductor deployment per vehicle, driven by the proliferation of electronic elements throughout the car. Due to the high degree of regulatory scrutiny and safety requirements worldwide, the automotive semiconductor market is characterized by zero-defect quality processes, stringent qualification processes, functionally safe design architecture, extensive design-in timeframes, high reliability, and long product life cycles, which would lead to significant demand for semiconductors in the automotive sector.
  • According to the International Organization of Motor Vehicle Manufacturers (OICA), in 2023, over 93 million automobiles were manufactured worldwide. This was an increase of around 10% from 2022. The COVID-19 pandemic led to various changes in car buying behavior and customer attitudes. People readily accept digital services and features to stay connected, safe, and trackable.
  • Hence, the increasing penetration of in-vehicle screens is expected to lead to the easy integration of many other digital features. Virtual assistants, voice recognition, personalization, and gesture control may also experience increased demand for growing concerns over touching surfaces. The automotive market is racing toward standardization, and A-PHY (serializer-deserializer (SerDes) physical layer interface) is expected to be the leading connectivity solution. The automotive ecosystem is merging around this standard, and it is expected that A-PHY will soon become a dominant connectivity solution in cars worldwide. However, the automotive semiconductor market is likely to face compelling challenges because of operating flaws in climatic conditions like extreme cold and heat.
  • Post-COVID-19, various companies in the market are involved in different strategies, such as launches, acquisitions, and mergers, to gain a competitive edge.

Automotive Semiconductor Market Trends

Passenger Vehicles to Hold Major Market Share

  • The growing demand for passenger electric vehicles is among the key drivers accelerating the demand for automotive semiconductors in passenger vehicles, as electric vehicles need a greater number of semiconductors compared to traditionally powered vehicles. For instance, according to Bloomberg Economy Forum, electric vehicle sales in India increased across all segments in 2023, with passenger electric vehicles approximately doubling to 96,000 units, 2.3% of all passenger vehicle sales.
  • Based on components, the sensors segment is expected to drive market growth significantly. This is due to the increasing demand for ADAS features like adaptive cruise control and automatic emergency braking, driving the need for more sophisticated and powerful automotive semiconductors. These systems rely on sensors and processors to function efficiently.
  • The increasing demand for safety systems can be linked to the introduction of ADAS or automated emergency braking systems and improved road safety rules, driving the demand for automotive semiconductor components worldwide.
  • The European Union's compulsion of ADAS systems starting mid-2024 and a plan to introduce new regulations by the United Nations for the provision of additional driver assistance systems (DCAS and ADAS) that will come into force in January 2025 are anticipated further to drive market growth with increased demand for automotive semiconductors.
  • Some countries in Europe, North America, and Asia-Pacific have approved legislation mandating different types of ADAS in consumer vehicles.
  • The rising adoption of self-driving or autonomous vehicles is a crucial growth factor for the ADAS market, driving the growth of the automotive semiconductors market. For instance, according to Intel, global car sales are anticipated to reach around 101.4 million units in 2030, and autonomous vehicles are estimated to account for around 12% of car registrations by 2030.

Asia Pacific to Register Significant Growth

  • The increased automotive manufacturing and deepening partnerships between automotive OEMs and semiconductor manufacturers are propelling the Asia-Pacific automotive semiconductor market. Buyers prioritize a vehicle's comfort and luxury over traditional factors like cost and fuel efficiency.
  • Global automakers, responding to the rising demand for luxury and semi-luxury vehicles, are increasingly outfitting their cars with electronic components. This trend is boosting the Asia-Pacific automotive semiconductors market, making the region a focal point for industry growth.
  • The surge in electric vehicle demand is set to drive the Asia-Pacific automotive semiconductor sector further. As key automotive manufacturing nations witness a growing interest in self-driving cars, manufacturers are pressured to innovate and introduce such technologies. The future of fully autonomous vehicles hinges on various factors, from technological advancements and consumer acceptance to pricing and the industry's ability to address safety concerns. These factors will shape the trajectory of autonomous vehicles in the coming years.
  • The automotive and semiconductor sectors are intensifying their focus on technology enhancements and raw material negotiations, integrating reliable technology into vehicles. For instance, NVIDIA's collaboration with Toyota, which enhances autonomous driving capabilities, highlights the industry's push toward advanced automotive technologies.
  • Toyota's adoption of NVIDIA's DRIVE PX AI car computer platform underscores the commitment to developing cutting-edge autonomous driving systems. Such partnerships and innovations are pivotal in propelling the Asia-Pacific automotive semiconductor market forward.
  • China is a key player in the Asia-Pacific automotive semiconductor landscape. The country's emphasis on safety features, the rise of infotainment applications like navigation, and the growing popularity of ADAS systems, featuring advanced functionalities such as parking assist and lane-departure warnings, are significant drivers of market growth.

Automotive Semiconductor Industry Overview

The market studied fluctuates due to growing consolidation, technological advancement, and geopolitical scenarios. With the rising vertical integration of IDMs and foundries, the intensity of competition in the market is expected to increase, considering their ability to invest, which results from their revenues.

In a market where the sustainable competitive advantage through innovation is considerably high, the competition is likely to increase, considering the anticipated surge in demand from various automotive firms.

In such a situation, brand identity plays a major role, considering the importance of quality that the automotive firms expect from a semiconductor manufacturing player. The market penetration levels are also high with the presence of large market incumbents, such as NXP Semiconductor NV, Infineon Technologies AG, MediaTek Renesas Electronics Corporation, and Texas Instrument Inc..

  • February 2024: Infineon Technologies AG announced that Infineon and Honda Motor Co. Ltd signed a memorandum of understanding (MoU) to build a strategic collaboration. Honda selected Infineon as a semiconductor partner to align future product and technology roadmaps. The two companies agreed to continue discussions on supply stability and encourage the transfer of mutual knowledge and collaboration on projects to accelerate the time-to-market technologies.
  • November 2023: NXP Semiconductors NV announced the investment in and collaboration with Zendar Inc., a software start-up dedicated to revolutionizing autonomous vehicle systems with high-resolution radar. The investment accelerated and improved high-resolution radar solutions for advanced driver assistance systems (ADAS) and autonomous driving (AD) to complement NXP's leading scalable radar portfolio.
  • November 2023: Renesas Electronics Corporation laid out plans for its next-generation microcontrollers (MCUs) and system-on-chips (SoCs), targeting all significant applications across the automotive digital domain. The company shared its plans for two forthcoming MCU product advancements in the next-generation R-Car family. One is a recent crossover MCU series that delivers the high performance required for domain and zone electronic control units (ECU) in next-generation E/E automobile architectures. Secondly, the group plans to introduce a separate MCU platform tailored to the vehicle control market.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions and Market Definition
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

  • 4.1 Market Overview
  • 4.2 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.2.1 Bargaining Power of Suppliers
    • 4.2.2 Bargaining Power of Consumers
    • 4.2.3 Threat of New Entrants
    • 4.2.4 Intensity of Competitive Rivalry
    • 4.2.5 Threat of Substitute Products
  • 4.3 Industry Value Chain Analysis
  • 4.4 Assessment of the Impact of COVID-19 and Other Macroeconomic Trends on the Market
  • 4.5 Overview of RF Device Demand in Autonomous Vehicles

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Increasing Vehicle Production
    • 5.1.2 Rising Demand for Advanced Safety and Comfort Systems
  • 5.2 Market Restraints
    • 5.2.1 Higher Cost of Advanced Featured Vehicles

6 MARKET SEGMENTATION

  • 6.1 By Vehicle Type
    • 6.1.1 Passenger Vehicle
    • 6.1.2 Light Commercial Vehicle
    • 6.1.3 Heavy Commercial Vehicle
  • 6.2 By Component
    • 6.2.1 Processors
    • 6.2.2 Sensors
    • 6.2.3 Memory Devices
    • 6.2.4 Integrated Circuits
    • 6.2.5 Discrete Power Devices
    • 6.2.6 RF Devices
  • 6.3 By Application
    • 6.3.1 Chassis
    • 6.3.2 Power Electronics
    • 6.3.3 Safety
    • 6.3.4 Body Electronics
    • 6.3.5 Comforts/Entertainment Unit
    • 6.3.6 Other Applications
  • 6.4 By Geography***
    • 6.4.1 North America
    • 6.4.2 Europe
    • 6.4.3 Asia
    • 6.4.4 Australia and New Zealand
    • 6.4.5 Latin America
    • 6.4.6 Middle East and Africa

7 COMPETITIVE LANDSCAPE

  • 7.1 Company Profiles*
    • 7.1.1 NXP Semiconductor NV
    • 7.1.2 Infineon Technologies AG
    • 7.1.3 Renesas Electronics Corporaton
    • 7.1.4 STMicroelectronics NV
    • 7.1.5 Toshiba Electronic Devices & Storage Corporation (Toshiba Corporation)
    • 7.1.6 Texas Instrument Inc.
    • 7.1.7 Robert Bosch GmbH
    • 7.1.8 Micron Technology
    • 7.1.9 Onsemi (Semiconductor Components Industries LLC)
    • 7.1.10 Analog Devices Inc.
    • 7.1.11 ROHM Co. Ltd

8 INVESTMENT ANALYSIS

9 FUTURE TRENDS