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市場調查報告書
商品編碼
1662773
2030 年電動車半導體市場預測:按零件類型、車輛類型、技術、應用和地區進行的全球分析Electric Vehicle Semiconductor Market Forecasts to 2030 - Global Analysis By Component Type, Vehicle Type, Technology, Application and By Geography |
根據 Stratistics MRC 的數據,全球電動車半導體市場預計 2024 年將達到 180.9584 億美元,到 2030 年將達到 3,234.7374 億美元,預測期內的複合年成長率為 61.7%。
電動車 (EV) 半導體是電動車電力電子和控制系統中使用的電子元件。它管理車輛內的電力流動,使動力傳動系統、電池管理、充電和 ADAS(高級駕駛輔助系統)等關鍵系統高效運作。這些半導體包括功率電晶體、微控制器和感測器,在最佳化能源效率、性能和安全性方面發揮關鍵作用。
根據中國汽車工業協會預測,2021年中國純電動車產量將達290萬輛,較2020年成長166%。同年,中國插電式混合動力汽車產量約60.1萬輛,較2020年成長131%。
電動車日益普及
國際社會為應對氣候變遷和減少二氧化碳排放做出的努力正在加速傳統內燃機汽車的淘汰。由於政府立法、電動車購買獎勵以及消費者對環境問題意識的不斷增強,電動車變得越來越受歡迎。對專用半導體的需求增加是電動車需求增加的直接結果。電動車包含的半導體比傳統汽車多得多,為從資訊娛樂系統和高級駕駛輔助系統 (ADAS) 到引擎和電池管理系統的所有系統提供動力。隨著電動車的使用不斷擴大,對這些關鍵部件的需求預計將推動電動車半導體產業的顯著成長。
與傳統汽車市場的競爭
現有的汽車製造商擁有豐富的資源和成熟的供應鏈,可以給半導體製造商帶來巨大壓力,這可能導致價格戰,並使得專門從事電動車的晶片製造商的利潤率收緊。由於這種競爭,製造商可能會專注於服務更大的傳統汽車市場,這可能會減緩電動車半導體技術進步的步伐。此外,內燃機汽車的長期主導地位可能會限制整體電動車市場的成長,這將間接阻礙電動車半導體產業的成長。為了在競爭中保持領先,電動車半導體公司必須專注於透過專業技術和經濟實惠的解決方案來脫穎而出。
電動車和自動駕駛汽車的普及率不斷提高
隨著製造商將自動駕駛技術融入電動車,對先進晶片的需求正在成長。這些車輛需要高性能的微晶片、強大的 CPU 和先進的感測器(如雷達和LiDAR)來促進即時資料處理、決策和車輛控制。半導體對於支援這些技術並確保其運作、安全和高效至關重要。隨著越來越多的人採用自動駕駛電動車,對管理導航和障礙物檢測等複雜任務的專用半導體解決方案的需求正在成長,有助於擴大市場。
製造成本高
先進的半導體元件,例如基於碳化矽 (SiC) 和氮化鎵 (GaN) 等寬能能隙材料的元件,生產成本比傳統的矽基晶片更高。這些材料對於提高電動車的動力效率和性能至關重要,但製造過程複雜,增加了生產成本。因此,電動車的整體成本將會上升,消費者將無法負擔。因此,高昂的製造成本可能會減緩電動車的大規模普及,並阻礙電動車半導體市場的成長。
COVID-19 的影響
COVID-19 疫情嚴重影響了電動車 (EV) 半導體市場,導致供應鏈中斷、製造延遲和生產放緩。由於主要零件製造商面臨工廠關閉和勞動力供應限制,半導體短缺情況進一步加劇。此外,全球經濟的不確定性導致消費者對汽車的需求減少,從而減緩了電動車的普及。然而,隨著世界經濟復甦,向清潔能源和電動車的轉變預計將加速,推動電動車半導體市場的長期成長。
預測期內模擬半導體領域預計將實現最大幅度成長
預計類比半導體領域將在預測期內佔據最大的市場佔有率,因為它在電源管理、電池監控和控制系統中發揮重要作用。類比半導體可實現逆變器、充電器和電池管理系統 (BMS) 等電動車組件中的高效能轉換、精確的電壓調節和訊號處理。性能提升、效率提升和對車輛安全系統的支援等功能正在推動電動車領域的成長。
預計在預測期內,動力傳動系統系統部分將以最高的複合年成長率成長。
由於對高效能能源轉換和最佳化性能的需求不斷增加,預計動力傳動系統系統部門將在預測期內呈現最高的成長率。半導體對於管理電池、馬達和逆變器之間的電力流動以確保平穩運行至關重要。碳化矽和氮化鎵基半導體等電力電子技術的進步,使得動力傳動系統系統更加高效,從而實現更長的行駛里程、更快的加速並提高車輛的整體性能。
在預測期內,由於政府的大力支持、電動車的快速普及以及比亞迪、日產和豐田等主要電動車製造商的存在,預計亞太地區將佔據最大的市場佔有率。該地區也是半導體生產的中心,中國、日本和韓國等國家都在大力投資電動車基礎設施和技術。這種需求和製造能力的結合正在推動電動車半導體市場的成長。
預計北美地區在預測期內將呈現最高的複合年成長率。這是由消費者對電動車的需求不斷成長、政府獎勵和更嚴格的排放氣體法規所推動的。美國是特斯拉等主要電動車製造商的所在地,並且正在大力投資電動車基礎設施和綠色能源計畫。此外,半導體技術創新和對永續性的日益關注進一步推動了電動車的普及,從而增加了該地區對半導體的需求。
According to Stratistics MRC, the Global Electric Vehicle Semiconductor Market is accounted for $18095.84 million in 2024 and is expected to reach $323473.74 million by 2030 growing at a CAGR of 61.7% during the forecast period. Electric Vehicle (EV) semiconductors are electronic components used in the power electronics and control systems of electric vehicles. They manage the flow of electrical power within the vehicle, enabling efficient operation of key systems such as the powertrain, battery management, charging, and advanced driver-assistance systems (ADAS). These semiconductors, including power transistors, microcontrollers, and sensors, play a crucial role in optimizing energy efficiency, performance, and safety.
According to the China Association of Automobile Manufacturers, China produced 2.9 million battery-electric vehicles in 2021, up 166% from 2020. Around 601,000 plug-in hybrid vehicles were produced in China in the same year, up by 131% from 2020.
Increasing adoption of electric vehicles
The shift away from conventional combustion engine vehicles is being accelerated by international initiatives to prevent climate change and cut carbon emissions. EVs are becoming more and more popular due to government laws, incentives for EV purchases, and growing consumer awareness of environmental issues. The increased demand for specialized semiconductors is a direct result of the growth in EV demand. More semiconductors are used in EVs than in traditional cars, powering everything from the infotainment system and advanced driver-assistance systems to the engine and battery management system. The need for these crucial components will drive significant growth in the EV semiconductor industry as EV usage continues expanding.
Competition from traditional vehicle market
With the extensive resources and well-established supply chains, established automakers can place a lot of pressure on semiconductor manufacturers, which might result in price wars and worse profit margins for chip makers that specialize in electric vehicles. As a result of this competition, manufacturers may emphasize catering to the bigger traditional vehicle market, which could slow down the pace of progress in EV semiconductor technology. Additionally, ICE vehicles' prolonged dominance may restrict the EV market's total growth, which would obstruct the growth of the EV semiconductor industry indirectly. In order to stay ahead of the competition, EV semiconductor companies must concentrate on differentiating themselves through specialized technology and affordable solutions.
Growing adoption of electric & autonomous vehicles
Advanced chips are becoming much more in demand as manufacturers incorporate self-driving technologies into EVs. To facilitate real-time data processing, decision-making, and vehicle control, these vehicles need high-performance microchips, powerful CPUs, and advanced sensors (such as radar and LiDAR). In order to support these technologies and guarantee their operation, safety, and efficiency, semiconductors are essential. The demand for specialized semiconductor solutions to manage intricate tasks like navigation and obstacle detection is growing as more people embrace autonomous EVs, which is propelling the market's expansion.
High manufacturing costs
The production of advanced semiconductor components, such as those based on wide-bandgap materials like Silicon Carbide (SiC) and Gallium Nitride (GaN), is more expensive compared to traditional silicon-based chips. These materials, essential for improving power efficiency and performance in EVs, involve complex manufacturing processes that increase production costs. This, in turn, raises the overall cost of electric vehicles, making them less affordable for consumers. As a result, high manufacturing costs can slow down mass adoption of EVs and hinder growth in the semiconductor market for electric vehicles.
Covid-19 Impact
The COVID-19 pandemic significantly impacted the Electric Vehicle (EV) semiconductor market, causing supply chain disruptions, manufacturing delays, and a slowdown in production. The semiconductor shortage worsened as key component manufacturers faced factory shutdowns and limited labor availability. Additionally, the global economic uncertainty led to reduced consumer demand for vehicles, delaying EV adoption. However, as the world recovers, the shift toward clean energy and electric mobility is expected to accelerate, driving long-term growth in the EV semiconductor market.
The analog semiconductors segment is expected to be the largest during the forecast period
The analog semiconductors segment is expected to account for the largest market share during the forecast period, due to their essential role in power management, battery monitoring, and control systems. Analog semiconductors enable efficient energy conversion, precise voltage regulation, and signal processing in EV components such as inverters, chargers, and battery management systems (BMS). Their ability to enhance performance, improve efficiency, and support vehicle safety systems is fueling their growth in the EV sector.
The powertrain system segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the powertrain system segment is predicted to witness the highest growth rate, due to the increasing demand for efficient energy conversion and optimized performance. Semiconductors are crucial in managing power flow between the battery, motor, and inverter, ensuring smooth operation. With advancements in power electronics, such as SiC and GaN-based semiconductors, powertrain systems are becoming more efficient, enabling longer driving ranges, faster acceleration, and improved overall vehicle performance.
During the forecast period, Asia Pacific region is expected to hold the largest market share, due to strong government support, rapid adoption of EVs, and the presence of leading EV manufacturers like BYD, Nissan, and Toyota. The region is also a hub for semiconductor production, with countries like China, Japan, and South Korea investing heavily in EV infrastructure and technology. This combination of demand and manufacturing capability is propelling growth in the EV semiconductor market.
Over the forecast period, the North America region is anticipated to exhibit the highest CAGR, fuelled by increasing consumer demand for EVs, government incentives, and strict emissions regulations. The U.S. is home to leading EV manufacturers like Tesla, and the region is investing heavily in EV infrastructure and green energy initiatives. Additionally, technological innovations in semiconductors and a growing focus on sustainability further boost the adoption of EVs, driving semiconductor demand in the region.
Key players in the market
Some of the key players profiled in the Electric Vehicle Semiconductor Market include Infineon Technologies, STMicroelectronics, NXP Semiconductors, ON Semiconductor, Texas Instruments, Renesas Electronics, Broadcom Inc., Vishay Intertechnology, Qualcomm Technologies, Marvell Technology, Samsung Electronics, Toshiba Corporation, Microchip Technology, MuRata Manufacturing, Rockwell Automation, and Diodes Incorporated.
In December 2024, STMicroelectronics and Ampere collaborate on powerbox with long term supply for silicon carbide. Ampere, the intelligent electric EV pure player born from Renault Group and STMicroelectronics announced the next step in their strategic co-operation, starting in 2026, with a multi-year agreement between STMicroelectronics and Renault Group on the supply of Silicon Carbide (SiC) power modules.
In November 2024, Infineon Technologies AG and Quantinuum, full-stack quantum computing, today announced a strategic partnership to develop the future generation of ion traps. This partnership will drive the acceleration of quantum computing and enable progress in fields such as generative chemistry, material science, and artificial intelligence.