汽車半導體市場規模、佔有率和成長分析：按組件、按車輛類型、按燃料類型、按應用、按地區 - 行業預測，2024-2031 年

汽車半導體市場規模預計到 2022 年將達到 432.6 億美元，從 2023 年的 468 億美元成長到 2031 年的 872 億美元，預測期內（2024-2031 年）複合年成長率為 8.1%。

近年來，全球汽車半導體市場受到消費者偏好變化和汽車產業技術進步的顯著影響。電動車 (EV)、自動駕駛功能和連接解決方案的日益普及正在推動對先進半導體技術的需求。 ADAS（高級駕駛輔助系統）和資訊娛樂系統等複雜系統的整合正在推動半導體技術的創新。根據 SkyQuest 分析，《晶片法案》等政府舉措正在支持汽車產業透過使用半導體向電氣化和自動駕駛汽車轉型。此外，針對特定汽車應用客製化更專業、更有效率的半導體的趨勢也很明顯。例如，美國政府在商務部的支持下提供了約1.2億美元，用於擴建Polaris Semiconductor位於明尼蘇達州的工廠，使其感測器和功率晶片產能在兩年內翻倍。此外，拜登政府已在半導體製造和研究津貼計劃中撥出527億美元，反映出加強國內半導體能力的戰略舉措，例如北極星所有者同意將其股份出售給美國公司，並增加了國內所有權。

目錄

介紹

• 這項研究的目的
• 定義
• 市場範圍

調查方法

• 資訊採購
• 二手資料來源和主要資料來源
• 市場規模預測
• 市場假設與限制

執行摘要

• 市場概況展望
• 供需趨勢分析
• 按細分市場的機會分析

市場動態及展望

• 市場動態
  • 促進因素
  • 機會
  • 抑制因素
  • 任務
• 波特的分析

主要市場考察

• 技術分析
• 價格分析
• 價值鏈分析
• 市場生態系統
• Start-Ups分析
• 監管環境
• 供應鏈分析
• 專利分析
• 貿易分析
• 案例研究分析
  • 電動汽車車載感測器晶片的開發
  • 汽車用偏振扭轉器印刷電路基板簡介
  • 提供即使在 150°C 的溫度下也能工作的壓力感測器
  • Inseego 的 5G 解決方案為南歐智慧城市的數位基礎設施提供支援
• 客戶和購買標準分析
• 創新矩陣
• 主要投資分析
• 關鍵成功因素
• 市場吸引力指數
• 競爭程度

汽車半導體市場：依組件分類

• 市場概況
• 處理器
  • 微處理器單元
  • 微控制器單元
  • 數位訊號處理器
  • 圖形處理單元
• 離散功率
  • 小訊號電晶體
  • 功率電晶體
  • 閘流體
  • 整流器和二極體
• 感應器
  • 影像感測器
    • CMOS影像感測器
    • CCD
  • 壓力感測器
  • 慣性感測器
    • 加速計
    • 陀螺儀
  • 溫度感應器
  • 雷達
• 記憶
  • DRAM
  • SRAM
• 類比IC
  • 擴大機
  • 介面
  • 轉換器
  • 比較器
  • ASIC 和 ASSP
  • 邏輯積體電路
  • 資訊娛樂系統、遠端資訊處理解決方案和連接設備
• 照明設備
• 其他

汽車半導體市場：依車型分類

• 市場概況
• 客車
• 輕型商用車（LCV）
• 重型商用車（HCV）

汽車半導體市場：依燃料類型

• 市場概況
• 汽油
• 柴油引擎
• 試車
  • 混合動力電動車（HEV）
  • 插電混合(PHEV)
  • 純電動車（BEV）

汽車半導體市場：依應用分類

• 市場概況
  • 底盤
  • 煞車
  • 操舵
  • 牽引控制
  • 暫停
  • 車輛動態管理
• 動力傳動系統
  • 引擎控制
  • 電動汽車馬達
  • 傳播
• 安全
  • 安全氣囊
  • ESC
  • ACC
  • 夜間視力
  • TPMS
  • 停車協助
• 遠端資訊處理和資訊娛樂
  • 儀表板
  • 導航系統
  • 連接的設備
  • 音訊系統
• 車身電子產品
  • 車身控制模組
  • SETA
  • 門
  • 鏡窗控制
  • 暖通空調系統

汽車半導體市場：依地區分類

• 市場概況
• 北美洲
  • 美國
  • 加拿大
• 歐洲
  • 德國
  • 西班牙
  • 法國
  • 義大利
  • 英國
  • 其他歐洲國家地區
• 亞太地區
  • 中國
  • 印度
  • 日本
  • 韓國
  • 其他亞太地區
• 拉丁美洲
  • 巴西
  • 其他拉丁美洲地區
• 中東和非洲 (MEA)
  • 海灣合作理事會國家
  • 南非
  • 其他中東/非洲地區

競爭格局

• 前5名企業對比
• 主要企業市場定位（2023年）
• 主要市場參與者所採取的策略
• 近期市集活動
• 主要企業市場佔有率（2023年）

主要企業簡介

• Infineon Technologies AG（Germany）
• NXP Semiconductors NV（Netherlands）
• Renesas Electronics Corporation（Japan）
• STMicroelectronics NV（Switzerland）
• Texas Instruments Incorporated（USA）
• Robert Bosch GmbH（Germany）
• Analog Devices, Inc.（USA）
• ON Semiconductor Corporation（USA）
• Toyota Motor Corporation（Japan）
• Continental AG（Germany）
• DENSO Corporation（Japan）
• BorgWarner Inc.（USA）
• Allegro Microsystems, Inc.（USA）
• Micron Technology, Inc.（USA）
• Qualcomm Incorporated（USA）
• Microchip Technology Incorporated（USA）
• ROHM Co., Ltd.（Japan）
• Murata Manufacturing Co. Ltd.（Japan）
• Toshiba Corporation（Japan）
• Hyundai Motor Company（South Korea）

Automotive Semiconductor Market size was valued at USD 43.26 billion in 2022 and is poised to grow from USD 46.8 billion in 2023 to USD 87.2 billion by 2031, growing at a CAGR of 8.1% in the forecast period (2024-2031).

In recent years, the global automotive semiconductor market has been significantly influenced by shifting consumer preferences and technological advancements within the automotive industry. The increasing adoption of electric vehicles (EVs), autonomous driving capabilities, and connectivity solutions is driving demand for advanced semiconductor technologies. The integration of complex systems like advanced driver assistance systems (ADAS) and infotainment systems is propelling innovation in semiconductor technologies. According to SkyQuest analysis, government initiatives such as the Chips Act are supporting the automotive sector's transition towards electrification and autonomous vehicles through semiconductor use. Additionally, there is a notable trend towards more specialized and efficient semiconductors tailored for specific automotive applications. For instance, the U.S. government granted approximately $120 million to Polaris Semiconductor to expand its Minnesota plant and double its production capacity of sensor and power chips over a two-year period, supported by the Department of Commerce. Furthermore, under the semiconductor manufacturing and research subsidy program, the Biden administration allocated $52.7 billion, reflecting a strategic move to enhance domestic semiconductor capabilities, including agreements by Polaris' owners to sell stakes to U.S.-based firms, thus increasing domestic ownership.

Top-down and bottom-up approaches were used to estimate and validate the size of the Automotive Semiconductor Market and to estimate the size of various other dependent submarkets. The research methodology used to estimate the market size includes the following details: The key players in the market were identified through secondary research, and their market shares in the respective regions were determined through primary and secondary research. This entire procedure includes the study of the annual and financial reports of the top market players and extensive interviews for key insights from industry leaders such as CEOs, VPs, directors, and marketing executives. All percentage shares split, and breakdowns were determined using secondary sources and verified through Primary sources. All possible parameters that affect the markets covered in this research study have been accounted for, viewed in extensive detail, verified through primary research, and analyzed to get the final quantitative and qualitative data.

Automotive Semiconductor Market Segmental Analysis

The global automotive semiconductor market is structured across several dimensions including component type, vehicle category, fuel variant, application area, and geographical region. Components are categorized into processor types (such as microprocessor unit, microcontroller unit, digital signal processor, and graphic processing unit), discrete power components (including small signal transistors, power transistors, thyristors, rectifiers, and diodes), sensors (comprising image sensors like complementary metal oxide semiconductor (CMOS) and charged couple device (CCD), as well as pressure sensors, inertial sensors like accelerometers and gyroscopes, and temperature sensors), memory modules (such as dynamic RAM and static RAM), analog ICs (encompassing amplifiers, interfaces, converters, comparators, ASICs, ASSPs, logic ICs, and infotainment system components), lighting devices, and other miscellaneous components. Vehicle types encompass passenger vehicles, light commercial vehicles (LCVs), and heavy commercial vehicles (HCVs). Fuel types include gasoline, diesel, and electric vehicles (EVs) which include hybrid electric vehicles (HEVs), plug-in hybrid electric vehicles (PHEVs), and battery electric vehicles (BEVs). Applications are divided into chassis components (brakes, steering, traction control, suspension, and vehicle dynamic management), powertrain components (engine control units, EV motors, and transmissions), safety components (airbags, electronic stability control, adaptive cruise control, night vision, TPMS, and parking assistance), telematics and infotainment systems (dashboards, navigation systems, connectivity devices, and audio/video systems), and body electronics (body control modules, SETA, doors, mirrors, window controls, and HVAC systems). Geographically, the market spans Asia-Pacific, North America, Europe, Latin America, and the Middle East & Africa.

Drivers of the Automotive Semiconductor Market

The automotive sector is experiencing significant growth driven by the adoption of advanced technologies such as electric vehicles (EVs), autonomous driving capabilities, and connectivity solutions. This trend is bolstered by the integration of complex systems like advanced driver assistance systems (ADAS) and advanced infotainment systems, which stimulate demand for cutting-edge semiconductor solutions. Furthermore, the global automotive industry's shift towards energy-efficient and environmentally friendly alternatives is driving the need for specialized semiconductors. Increasing consumer demands for enhanced safety, efficiency, and connectivity in vehicles are further accelerating market growth.

Restraints in the Automotive Semiconductor Market

A primary challenge facing the market is the persistent global shortage of semiconductor chips, which has severely impacted the production capabilities of automotive manufacturers, resulting in delays and supply chain disruptions. The complex and advanced nature of automotive semiconductors further complicates matters, requiring sophisticated technologies and significant investments for their design and manufacturing. Additionally, the rising demand for electric vehicles (EVs) and the rapid advancements in autonomous driving technologies are exerting additional strain on semiconductor supply chains.

Market Trends of the Automotive Semiconductor Market

The increasing adoption of semiconductors in electric vehicles (EVs) reflects automakers' transition towards sustainable transportation solutions. Advanced driver-assistance systems (ADAS) are driving semiconductor advancements, enhancing safety and autonomy in driving. Connected vehicles and the shift towards smart mobility further fuel the demand for semiconductors that support improved connectivity, infotainment, and telematics functionalities. Additionally, there is a growing trend towards specialized semiconductors tailored for specific automotive applications, underscoring ongoing innovation in the industry.

Table of Contents

Introduction

• Objectives of the Study
• Definitions
• Market Scope

Research Methodology

• Information Procurement
• Secondary & Primary Data Sources
• Market Size Estimation
• Market Assumptions & Limitations

Executive Summary

• Market Overview Outlook
• Supply Demand Trend Analysis
• Segmental Opportunity Analysis

Market Dynamics & Outlook

• Market Dynamics
  • Drivers
  • Opportunities
  • Restraints
  • Challenges
• Porters Analysis
  • Competitive rivalry
  • Threat of Substitute Products
  • Bargaining Power of Buyers
  • Threat of New Entrants
  • Bargaining Power of Suppliers

Key Market Insights

• Technology Analysis
• Pricing Analysis
• Value Chain Analysis
• Ecosystem of the Market
• Start-up Analysis
• Regulatory Landscape
• Supply Chain Analysis
• Patent Analysis
• Trade Analysis
• Case Study Analysis
  • Development of automotive sensor chips for electric vehicles
  • Introduction of printed circuit board with polarized twister for automotive applications
  • Supply of pressure sensor that can function at temperature of 150 degrees Celsius
  • Inseego's 5G solutions enhanced digital infrastructures of smart cities in Southern Europe
• Customer and Buying Criteria Analysis
• Innovation Matrix
• Top Investment Analysis
• Key Success Factor
• Market Attractive Index
• Degree of Competition

Automotive Semiconductor Market by Component

• Market Overview
• Processor
  • Microprocessor Unit
  • Microcontroller Unit
  • Digital Signal Processor
  • Graphic Processing Unit
• Discrete Power
  • Small Signal Transistor
  • Power Transistor
  • Thyristor
  • Rectifier and Diode
• Sensor
  • Image Sensor
    • Complementary Metal Oxide Semiconductor (CMOS) Image Sensor
    • Charged Couple Device (CCD)
  • Pressure Sensor
  • Inertial Sensor
    • Accelerometer
    • Gyroscope
  • Temperature Sensor
  • Radar
• Memory
  • Dynamic RAM
  • Static RAM
• Analog IC
  • Amplifier
  • Interface
  • Convertor
  • Comparator
  • ASIC and ASSP
  • Logic IC
  • Infotainment System, Telematics Solution & Connectivity Device
• Lighting Device
• Others

Automotive Semiconductor Market by Vehicle Type

• Market Overview
• Passenger Vehicle
• Light Commercial Vehicle (LCV)
• Heavy Commercial (HCV)

Automotive Semiconductor Market by Fuel Type

• Market Overview
• Gasoline
• Diesel
• Electric Vehicle
  • Hybrid Electric Vehicle (HEV)
  • Plug in Hybrid Electric Vehicle (PHEV)
  • Battery Electric Vehicle (BEV)

Automotive Semiconductor Market by Application

• Market Overview
  • Chassis
  • Brakes
  • Steering
  • Traction Control
  • Suspension
  • Vehicle Dynamic Management
• Powertrain
  • Engine Control
  • EV Motor
  • Transmission
• Safety
  • Airbags
  • Electronic Stability Control
  • Adaptive Cruise Control
  • Night Vision
  • TPMS
  • Parking Assistance
• Telematics & Infotainment
  • Dashboard
  • Navigation System
  • Connectivity Devices
  • Audio Video Systems
• Body Electronics
  • Body Control Modules
  • SETA
  • Doors
  • Mirror and Window Control
  • HVAC System

Automotive Semiconductor Market Size by Region

• Market Overview
• North America
  • USA
  • Canada
• Europe
  • Germany
  • Spain
  • France
  • Italy
  • UK
  • Rest of Europe
• Asia Pacific
  • China
  • India
  • Japan
  • South Korea
  • Rest of Asia-Pacific
• Latin America
  • Brazil
  • Rest of Latin America
• Middle East & Africa (MEA)
  • GCC Countries
  • South Africa
  • Rest of MEA

Competitive Landscape

• Top 5 Player Comparison
• Market Positioning of Key Players, 2023
• Strategies Adopted by Key Market Players
• Recent Activities in the Market
• Key Companies Market Share (%), 2023

Key Company Profiles

• Infineon Technologies AG (Germany)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• NXP Semiconductors N.V. (Netherlands)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Renesas Electronics Corporation (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• STMicroelectronics N.V. (Switzerland)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Texas Instruments Incorporated (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Robert Bosch GmbH (Germany)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Analog Devices, Inc. (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• ON Semiconductor Corporation (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Toyota Motor Corporation (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Continental AG (Germany)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• DENSO Corporation (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• BorgWarner Inc. (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Allegro Microsystems, Inc. (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Micron Technology, Inc. (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Qualcomm Incorporated (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Microchip Technology Incorporated (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• ROHM Co., Ltd. (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Murata Manufacturing Co. Ltd. (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Toshiba Corporation (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Hyundai Motor Company (South Korea)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments