市場調查報告書
商品編碼
1577116
2030 年汽車電源模組市場預測:按電力推進、車輛類型、應用和地區進行的全球分析Automotive Power Modules Market Forecasts to 2030 - Global Analysis By Electric Propulsion, Vehicle Type, Application and By Geography |
根據Stratistics MRC的數據,2024年全球汽車電源模組市場規模為76.5億美元,預計到2030年將達到204.3億美元,預測期內複合年成長率為17.8%。
汽車電源模組是緊湊的整合設備,旨在管理和轉換車輛內部的電力,特別是在電動車和混合系統中。這些模組通常將電源轉換、馬達控制和溫度控管等多種功能組合到一個單元中。採用絕緣柵雙極電晶體(IGBT) 和碳化矽 (SiC) 元件等先進半導體技術來實現高效的能量轉換和改進的性能。
對電動和混合動力汽車的需求不斷增加
隨著消費者對永續交通途徑的需求日益成長,製造商正在優先考慮管理這些車輛能量流的電力電子設備的效率和性能。 APM 在轉換和控制電池電能為電力傳動系統提供動力方面發揮關鍵作用,確保最佳性能和續航里程。半導體材料和溫度控管系統的改進等技術進步使 APM 變得更小、更有效率,從而進一步提高了車輛性能。這一趨勢不僅支持向綠色出行的轉變,而且還促進汽車和科技產業之間的合作,為未來邁向更先進、更可靠的電動和混合動力汽車系統鋪平道路。
電動車基礎設施的局限性
電動車 (EV) 基礎設施有限是汽車電源模組開發和廣泛採用的主要障礙,而汽車電源模組對於電動車的高效能能源管理至關重要。充電站和電網容量的缺乏給消費者帶來了障礙,讓擔心充電範圍或便利性的潛在買家望而卻步。基礎設施的缺乏不僅減緩了向電動車的過渡,而且影響了製造商投資和最佳化電源模組技術的能力。如果沒有強大的充電解決方案網路,這些先進模組在提高效能和能源效率方面的全部潛力仍未充分利用。
對 ADAS(進階駕駛輔助系統)的需求不斷成長
隨著車輛擴大整合主動式車距維持定速系統、車道維持援助和自動停車等技術,對可靠、高效的電源管理解決方案的需求正在迅速增加。 APM 在為這些複雜系統提供必要的電力同時確保能源效率和溫度控管發揮關鍵作用。此外,將高性能半導體和創新冷卻技術整合到 APM 中,可實現 ADAS 功能的無縫運行,有助於提高車輛安全性和性能。
效能和可靠性問題
效能和可靠性問題是主要挑戰。 APM 通常在惡劣的環境中運行,並會受到極端溫度、振動和電磁干擾的影響。這種環境會產生溫度控管問題,導致過熱並縮短使用壽命。複雜電子元件的整合增加了因製造或設計缺陷而導致故障的風險。此外,轉換過程中的功率損耗會降低整體效率並影響車輛性能和續航里程。隨著工程師努力平衡尺寸、重量和可靠性,對更高功率密度和緊湊設計的不斷變化的需求加劇了這些問題。
COVID-19 大流行對汽車電源模組產業產生了重大影響,對供應鏈、製造流程和消費者需求造成了廣泛的破壞。由於停工和限制而導致的工廠關閉和產能減少,加上半導體元件的短缺,並擾亂了汽車電子產品的生產。疫情期間,由於消費者優先事項轉變,許多消費者推遲了購車,對新車及其相應電源模組的需求下降。
預計乘用車市場在預測期內將是最大的市場
由於效率和性能的提高,乘用車細分市場預計將在預測期內成為最大的細分市場。這些模組在管理車輛內的電能分配方面發揮關鍵作用,特別是當汽車行業轉向電氣化和 ADAS(高級駕駛輔助系統)時。透過整合寬能能隙半導體和先進溫度控管解決方案等最尖端科技,APM 變得更小、更輕、更有效率。隨著製造商努力滿足更嚴格的排放法規和消費者對更環保、更有效率的車輛的需求,高性能 APM 的開發至關重要。
預計車載充電市場在預測期間內複合年成長率最高
預計車載充電器市場在預測期內將出現最高的複合年成長率。透過整合先進的充電技術,OBC能夠實現從電網到車輛電池系統的高效能傳輸。這項進步不僅減少了充電時間,還最佳化了能源消耗,有助於提高車輛的整體性能。最新的 OBC 設計體積小、重量輕,並具有智慧功能,可實現即時監控和自適應充電策略。此外,將OBC整合到汽車電源模組中可以促進各種電氣元件之間的無縫交互,從而提高系統效率並減輕車輛整體重量。
由於對燃油效率和永續性的日益關注,預計亞太地區在預測期內將佔據汽車功率模組市場的最大佔有率。隨著各國政府實施更嚴格的排放法規以及消費者環保意識的增強,汽車製造商正在優先開發先進的車載電源模組。半導體技術和電力電子技術的創新將促進更高效的系統整合,提高車輛性能並降低消費者的營業成本。中國、日本和韓國等國家正在引領這一趨勢,大力投資研發以生產尖端的功率模組。
預計北美地區在預測期內將實現盈利成長。隨著汽車產業向電氣化和智慧技術的轉變,製造商擴大與科技公司、研究機構和零件供應商合作,以創新和最佳化功率模組設計。這些合作將加速高性能電動車所必需的尖端材料和更高效冷卻系統的開發。此外,夥伴關係將有助於簡化供應鏈,確保及時獲得關鍵組件並降低生產成本,並使公司能夠開發出滿足嚴格監管標準和消費者需求的尖端電源解決方案。
According to Stratistics MRC, the Global Automotive Power Modules Market is accounted for $7.65 billion in 2024 and is expected to reach $20.43 billion by 2030 growing at a CAGR of 17.8% during the forecast period. Automotive Power Modules are compact, integrated devices designed to manage and convert electrical power within vehicles, especially in electric and hybrid systems. These modules typically combine multiple functions, such as power conversion, motor control, and thermal management, into a single unit. By employing advanced semiconductor technologies, such as insulated gate bipolar transistors (IGBTs) and silicon carbide (SiC) components, they ensure efficient energy conversion and improved performance.
Increasing demand for electric and hybrid vehicles
As consumers increasingly seek sustainable transportation options, manufacturers are prioritizing the efficiency and performance of power electronics that manage energy flow in these vehicles. APMs play a crucial role in converting and controlling electrical energy from batteries to power the electric drivetrain, ensuring optimal performance and range. With advancements in technology, such as improved semiconductor materials and thermal management systems, APMs are becoming more compact and efficient, further enhancing vehicle performance. This trend not only supports the shift towards greener mobility but also fosters collaboration between automotive and technology sectors, paving the way for more sophisticated and reliable electric and hybrid vehicle systems in the future.
Limited infrastructure for EVs
The limited infrastructure for electric vehicles (EVs) significantly hampers the development and adoption of Automotive Power Modules, which are essential for efficient energy management in EVs. Insufficient charging stations and inadequate grid capacity create barriers for consumers, deterring potential buyers who are concerned about range anxiety and charging accessibility. This lack of infrastructure not only slows down the transition to EVs but also impacts manufacturers' ability to invest in and optimize power module technologies. Without a robust network of charging solutions, the full potential of these advanced modules, which enhance performance and energy efficiency, remains unrealized.
Growing demand for advanced driver assistance systems
As vehicles increasingly integrate technologies such as adaptive cruise control, lane-keeping assistance, and automated parking, the need for reliable and efficient power management solutions has surged. APMs play a critical role in supplying the necessary power for these complex systems while ensuring energy efficiency and thermal management. Furthermore, the integration of high-performance semiconductors and innovative cooling techniques within APMs enables the seamless operation of ADAS features, contributing to improved vehicle safety and performance.
Performance and reliability concerns
Performance and reliability concerns pose significant challenges. APMs often operate in harsh environments, subject to extreme temperatures, vibrations, and electromagnetic interference. These conditions can lead to thermal management issues, causing overheating and reduced lifespan. The integration of complex electronic components increases the risk of failure due to manufacturing defects or design flaws. Power loss during conversion processes can also diminish overall efficiency, impacting vehicle performance and range. The evolving demands for higher power density and compact designs exacerbate these issues, as engineers strive to balance size, weight, and reliability.
The COVID-19 pandemic significantly impacted the automotive power module sector, causing widespread disruptions across supply chains, manufacturing processes, and consumer demand. Lockdowns and restrictions led to factory closures and reduced production capacities, which, coupled with a shortage of semiconductor components, hindered the production of automotive electronics. The shift in consumer priorities during the pandemic, with many opting to postpone vehicle purchases, resulted in decreased demand for new cars and their corresponding power modules.
The Passenger Cars segment is expected to be the largest during the forecast period
Passenger Cars segment is expected to be the largest during the forecast period to improve efficiency and performance. These modules play a crucial role in managing electrical energy distribution within vehicles, particularly as the automotive industry shifts towards electrification and advanced driver-assistance systems. By integrating cutting-edge technologies, such as wide-bandgap semiconductors and advanced thermal management solutions, APMs are becoming more compact, lightweight, and efficient. As manufacturers strive to meet stringent emissions regulations and consumer demand for greener, more efficient vehicles, the development of high-performance APMs is essential.
The On-Board Charger segment is expected to have the highest CAGR during the forecast period
On-Board Charger segment is expected to have the highest CAGR during the forecast period. By integrating advanced charging technologies, OBCs enable efficient energy transfer from the power grid to the vehicle's battery system. This advancement not only reduces charging times but also optimizes energy consumption, contributing to overall vehicle performance. The latest OBC designs are compact, lightweight, and incorporate smart features that allow for real-time monitoring and adaptive charging strategies. Moreover, the integration of OBCs into automotive power modules facilitates seamless interaction between various electrical components, enhancing system efficiency and reducing overall vehicle weight.
Asia Pacific region is anticipated to command the largest share of the Automotive Power Modules Market over the extrapolated period, driven by an increased focus on fuel efficiency and sustainability. As governments implement stringent emissions regulations and consumers become more environmentally conscious, automakers are prioritizing the development of advanced automotive power modules. Innovations in semiconductor technology and power electronics are facilitating the integration of more efficient systems, which not only boost vehicle performance but also lower operating costs for consumers. Countries like China, Japan, and South Korea are leading this charge, investing heavily in research and development to produce cutting-edge power modules.
North America region is estimated to witness profitable growth during the projected period. As the automotive industry shifts towards electrification and smart technologies, manufacturers are increasingly joining forces with tech companies, research institutions, and component suppliers to innovate and optimize power module designs. These collaborations facilitate the development of advanced materials and more efficient cooling systems, essential for high-performance electric vehicles. Additionally, partnerships help streamline supply chains, ensuring timely access to critical components and reducing production costs, and also companies can accelerate the deployment of cutting-edge power solutions that meet stringent regulatory standards and consumer demands.
Key players in the market
Some of the key players in Automotive Power Modules market include Broadcom Inc, Continental AG, Delphi Technologies, Denso Corporation, Emerson Electric, Harman International, NXP Semiconductors, Panasonic Corporation, Siemens AG and Toshiba Corporation.
In January 2023, Resonac Corporation announced the launch of a full-scale operation of power modules, focusing on enhancing material-related developments for power semiconductors, its packages, and power modules.
In December 2022, STMicroelectronics released its new high-power modules for e-mobility applications, focusing on enhancing vehicles' performance and driving range. Hyundai selected its new SiC-based power modules for its electric vehicle platform.
In October 2022, BMW Group announced a USD 1.7 billion investment plan for the production of electric vehicles in the United States. Additionally, they entered into an agreement with Envision AESC for the provision of battery cells to their Spartanburg plant.
In September 2022, Onsemi launched its automotive SiC-based power modules for on-board charger application. Integrating these latest power modules will allow electric vehicles to charge at a higher rate than before. The company launched three modules exhibiting low conduction and low switching loss.
In July 2022, Toshiba developed its silicon carbide MOSFET with properties such as low resistance and a significant reduction in switching loss. Its ability to reduce switching loss and low resistance makes it suitable for inverters in various industries, including vehicle electrification and industrial equipment.