市場調查報告書
商品編碼
1617109
2030年汽車功率半導體市場預測:依電動類型、車型、零件和地區進行全球分析Automotive Power Semiconductor Market Forecasts to 2030 - Global Analysis By Electric Type, Vehicle Type, Component and By Geography |
根據Stratistics MRC的數據,2024年全球汽車功率半導體市場規模為642.8億美元,預計到2030年將達到1,042.9億美元,預測期內複合年成長率為8.4%。
汽車功率半導體是現代汽車電氣和電子系統中使用的關鍵組件,可實現電力的高效管理和控制。這些半導體通常由矽 (Si) 和碳化矽 (SiC) 等材料製成,在電動車 (EV)動力傳動系統、電池管理系統、馬達控制和配電等應用中發揮關鍵作用。汽車功率半導體旨在承受高溫、振動和電磁干擾等惡劣條件,以確保可靠性和耐用性。
根據國際能源總署(IEA)提供的全球乘用車銷售資料,2023年乘用車銷量約1,380萬輛,較2022年成長35.3%。根據英特爾預測,到2030年全球汽車銷售量預計將達到約1.014億輛,預計2030年自動駕駛汽車將佔車輛登記量的12%左右。
電動車需求增加
功率半導體透過有效管理電池、馬達和其他組件之間的電能流動,在電動車中發揮關鍵作用。隨著電動車的普及加速,對能夠支援更高功率密度、提高效率和減少能源損失的高性能電力電子設備的需求不斷增加。 IGBT(絕緣柵雙極電晶體)和 MOSFET(金屬氧化物半導體場場效電晶體)等功率半導體對於控制馬達驅動、逆變器和電池管理系統至關重要,並對車輛性能和續航里程產生直接影響。 。
高製造資本投資
製造業的高資本投資是汽車功率半導體產業面臨的重大挑戰。特別是汽車半導體的製造涉及複雜、高精度的工藝,需要先進的設備和技術。製造工廠(fab)的初始設立需要在專業設備、無塵室和熟練勞動力方面進行大量財務投資,這使得中小型企業難以進入市場。汽車產業有嚴格的品質和可靠性標準,需要不斷的研發和技術創新,進一步增加了成本負擔。
擴大 ADAS(進階駕駛輔助系統)的採用
主動式車距維持定速系統、車道維持輔助和自動緊急煞車等 ADAS 技術依賴各種感測器、攝影機和雷達系統,需要高效的電源管理解決方案。汽車功率半導體(包括功率電晶體和二極體)透過調節各種電子元件的電源,在這些系統的正常運作中發揮關鍵作用。隨著汽車製造商將更多 ADAS 功能整合到車輛中以滿足安全和監管標準,對高性能、節能半導體的需求不斷增加。功率半導體有助於提高這些複雜系統的效率、可靠性和溫度控管,這些系統需要在各種驅動條件下保持穩定的功率性能。
可靠性和耐用性挑戰
汽車功率半導體的可靠性和耐用性挑戰是現代汽車廣泛採用的主要障礙。這些半導體在電動車 (EV)動力傳動系統、電池管理系統和高級駕駛員輔助系統 (ADAS) 中發揮關鍵作用。然而,它們必須在汽車環境中常見的高溫、電應力和振動等惡劣條件下高效運作。不當的溫度控管和封裝可能會導致過早失效並縮短這些組件的使用壽命。
COVID-19的爆發對汽車功率半導體市場的生產和需求都產生了重大影響。疫情初期,半導體製造工廠面臨停工、供應鏈中斷和勞動力短缺等問題,導致生產和交貨延遲。其結果是全球範圍內電動車 (EV)動力傳動系統、高級駕駛輔助系統 (ADAS) 和其他電子功能所必需的汽車半導體出現短缺。同時,汽車製造商因汽車需求下降和經銷商關閉而暫時減產,進一步加劇了半導體供不應求。
電池驅動的電動車產業預計將在預測期內成為最大的產業
預計電池驅動的電動車領域將在預測期內佔據最大佔有率。功率半導體控制電池、馬達和其他組件之間的電流,確保能量的有效分配。隨著電動車的普及,對能夠處理更高電壓、電流和溫度的高性能半導體的需求不斷增加。這導致了碳化矽(SiC)和氮化鎵(GaN)等更先進材料的開發,它們比傳統的矽基半導體具有更高的效率、更快的開關速度和更好的熱性能。這些創新使電動車能夠延長行駛里程、減少充電時間並提高整體能源效率。
預計電壓抑制器產業在預測期內的複合年成長率最高
預計電壓抑制器領域將在預測期內快速成長。電壓抑制器透過保護汽車功率半導體免受運行期間可能出現的電壓尖峰和瞬變的影響,在增強汽車功率半導體方面發揮重要作用。在現代汽車中,功率半導體控制著電力傳動系統、電池管理和 ADAS(高級駕駛員輔助系統)等關鍵系統。這些組件對電壓波動非常敏感,可能會損壞或性能下降。電壓抑制器,例如暫態電壓抑制 (TVS) 二極體和壓敏電阻,旨在吸收和耗散過高電壓,防止它們到達半導體。即使在惡劣的車輛操作環境中,包括因突波和靜電放電而導致的電壓快速變化,這種保護也能確保車輛電子設備的可靠功能。
由於需要更高的效率、提高燃油效率以及對先進車輛電氣化(包括輕度混合動力車、電動車和自動駕駛汽車)的需求不斷成長,歐洲地區將在預測期內佔據最大的市場佔有率。 48V 系統在傳統 12V 架構和高電壓動力傳動系統之間實現平衡,為電動渦輪增壓器、空調和動力方向盤等組件提供增強的動力傳輸。這項轉變將使汽車製造商能夠整合更節能的技術,同時保持成本效益。
由於技術創新加速、產能擴張和供應鏈強化,預計北美地區在預測期內的複合年成長率最高。透過聯手,這家汽車巨頭和這家半導體公司將能夠利用彼此在電源管理、能源效率和高效能運算等領域的專業知識。夥伴關係關係也使聯合研發成為可能,以創建滿足汽車行業獨特要求的尖端解決方案。此外,這些合作有助於最佳化製造流程、提高半導體元件的可靠性並加速新產品開發。
According to Stratistics MRC, the Global Automotive Power Semiconductor Market is accounted for $64.28 billion in 2024 and is expected to reach $104.29 billion by 2030 growing at a CAGR of 8.4% during the forecast period. Automotive power semiconductors are critical components used in the electrical and electronic systems of modern vehicles, enabling the efficient management and control of electrical power. These semiconductors, typically made from materials like silicon (Si) or silicon carbide (SiC), play a key role in applications such as electric vehicle (EV) powertrains, battery management systems, motor control, and power distribution. Automotive power semiconductors are designed to withstand harsh conditions, including high temperatures, vibrations, and electromagnetic interference, to ensure reliability and durability.
According to the data provided by the International Energy Agency for the sales of passenger cars sold globally, around 13.8 million passenger cars were sold in 2023, which reflected a rise in sales of 35.3% as compared to the previous year, 2022. 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.
Increasing demand for electric vehicles
Power semiconductors play a crucial role in EVs by efficiently managing the flow of electrical energy between the battery, motor, and other components. As the adoption of EVs accelerates, the need for high-performance power electronics that can handle higher power densities, improve efficiency, and reduce energy losses becomes more critical. Power semiconductors, such as IGBTs (Insulated Gate Bipolar Transistors) and MOSFETs (Metal-Oxide-Semiconductor Field-Effect Transistors), are essential in controlling motor drives, inverters, and battery management systems, directly impacting the vehicle's performance and range.
High capital investment for fabrication
High capital investment in fabrication is a significant challenge for the automotive power semiconductor industry. Semiconductor manufacturing, especially for automotive applications, involves complex, high-precision processes that require advanced facilities and technology. The initial setup of fabrication plants (fabs) demands substantial financial investment in specialized equipment, clean rooms, and skilled labor, making it difficult for smaller players to enter the market. The automotive sector has stringent quality and reliability standards, demanding continuous R&D and innovation, which further adds to the cost burden.
Increased adoption of advanced driver assistance systems
ADAS technologies, such as adaptive cruise control, lane-keeping assist, and automatic emergency braking, rely on a range of sensors, cameras, and radar systems, which demand efficient power management solutions. Automotive power semiconductors, including power transistors and diodes, play a critical role in ensuring the proper functioning of these systems by regulating power delivery to various electronic components. As automakers integrate more ADAS features into their vehicles to meet safety and regulatory standards, the need for high-performance, energy-efficient semiconductors has risen. Power semiconductors help in enhancing the efficiency, reliability, and thermal management of these complex systems, which require consistent power performance under varying driving conditions.
Reliability and durability issues
Reliability and durability challenges in automotive power semiconductors are significant barriers to their widespread adoption in modern vehicles. These semiconductors play a crucial role in electric vehicle (EV) powertrains, battery management systems, and advanced driver-assistance systems (ADAS). However, they must operate efficiently under extreme conditions such as high temperatures, electrical stress, and vibrations, which are common in automotive environments. Inadequate thermal management and packaging can lead to premature failure, reducing the lifespan of these components.
The COVID-19 pandemic significantly impacted the automotive power semiconductor market, both in terms of production and demand. During the early stages of the pandemic, semiconductor manufacturing facilities faced shutdowns, supply chain disruptions, and labor shortages, leading to delays in production and delivery. This resulted in a global shortage of critical automotive semiconductors, which are essential for electric vehicle (EV) powertrains, advanced driver-assistance systems (ADAS), and other electronic features. At the same time, automakers temporarily reduced production due to lower vehicle demand and the closure of dealerships, further exacerbating the semiconductor supply crunch.
The Battery Operated Electric Vehicle segment is expected to be the largest during the forecast period
Battery Operated Electric Vehicle segment is expected to dominate the largest share over the estimated period. Power semiconductors control the flow of electricity between the battery, motor, and other components, ensuring that energy is distributed efficiently. With the rising adoption of EVs, there is a growing demand for high-performance semiconductors that can handle higher voltages, currents, and temperatures. This has led to the development of more advanced materials like silicon carbide (SiC) and gallium nitride (GaN), which offer greater efficiency, faster switching, and better thermal performance compared to traditional silicon-based semiconductors. These innovations enable EVs to have longer driving ranges, faster charging times, and improved overall energy efficiency.
The Voltage Suppressor segment is expected to have the highest CAGR during the forecast period
Voltage Suppressor segment is estimated to grow at a rapid pace during the forecast period. Voltage suppressors are playing a crucial role in enhancing automotive power semiconductors by protecting them from voltage spikes and transients that can occur during operation. In modern vehicles, power semiconductors control critical systems such as electric drivetrains, battery management, and advanced driver-assistance systems (ADAS). These components are highly sensitive to voltage fluctuations, which can damage or degrade their performance. Voltage suppressors, like transient voltage suppression (TVS) diodes or varistors, are designed to absorb and dissipate excessive voltage, preventing it from reaching the semiconductor. This protection ensures the reliable functioning of automotive electronics, even in the harsh environment of vehicle operations, which includes sudden changes in voltage due to power surges or electrostatic discharge.
Europe region is poised to hold the largest share of the market throughout the extrapolated period, driven by the need for higher efficiency, improved fuel economy, and the growing demand for advanced vehicle electrification, including mild-hybrid, electric, and autonomous vehicles. The 48V system provides a balance between the traditional 12V architecture and higher-voltage powertrains, offering enhanced power delivery for components like electric turbochargers, air conditioning, and power steering. This transition allows automakers to integrate more energy-efficient technologies while maintaining cost-effectiveness.
North America region is estimated to witness the highest CAGR during the projected time frame, by fostering innovation, expanding capabilities, and strengthening the supply chain. By joining forces, automotive giants and semiconductor firms can leverage each other's expertise in areas such as power management, energy efficiency, and high-performance computing. Partnerships also enable joint research and development efforts to produce cutting-edge solutions that meet the unique requirements of the automotive industry. Additionally, these collaborations help optimize manufacturing processes, improve the reliability of semiconductor components, and accelerate the development of new products.
Key players in the market
Some of the key players in Automotive Power Semiconductor market include Infineon Technologies, Microchip Technologies Inc, Mitsubishi Electric Corporation, NXP Semiconductors, Qualcomm Corporation, Renesas Electronics Corporation, Rohm Semiconductors, Samsung Electronics, Schunk Sonosystems GmbH, ST Microelectronics, Toshiba Corporation, Vitesco Technologies, Yageo Corporation, Dallas Semiconductor and Dynex Semiconductor.
In February 2024, Infineon Technologies and Honda Motor Co. signed a Memorandum of Understanding (MoU) to build a strategic collaboration for automotive semiconductor solutions. Honda has selected Infineon as its semiconductor partner to enhance the development of competitive and advanced vehicles. The collaboration will leverage Infineon's expertise in power semiconductors, Advanced Driver Assistance Systems (ADAS), and Electrical/Electronic (E/E) architectures.
In June 2023, Nidec Corporation and Renesas Electronics Corporation collaborated to develop semiconductor solutions for an advanced E-Axle (X-in-1 system) combining an EV drive motor and power electronics for electric vehicles (EVs).
In May 2023, Infineon Technologies AG and Hon Hai Technology Group forged a long-term partnership in electric vehicles (EV), aiming to pioneer advanced electromobility with enhanced efficiency and intelligence. The Memorandum of Understanding (MoU) prioritizes silicon carbide (SiC) development, combining Infineon's automotive SiC advancements with Foxconn's automotive systems expertise.
In February 2023, Wolfspeed Inc., a Silicon Carbide technology leader, and ZF, a global mobility technology company, unveiled a strategic partnership. This collaboration featured a joint innovation lab aimed at advancing Silicon Carbide systems for mobility, industrial, and energy applications. ZF also tends to make a substantial investment to aid in constructing one of the world's most advanced and largest 200mm Silicon Carbide device factories in Ensdorf, Germany.