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全球電動汽車半導體市場：增長機會
市場調查報告書
商品編碼
1071855

全球電動汽車半導體市場：增長機會

Global Electric Vehicle Semiconductor Growth Opportunities
出版日期: | 出版商: Frost & Sullivan | 英文 121 Pages | 商品交期: 最快1-2個工作天內

價格
簡介目錄

從 2021 年到 2026 年，全球電動汽車半導體市場預計將以約 32.1% 的複合年增長率增長。

嚴格的排放法規、政府支持、ADAS 和車輛自動駕駛的推廣、小型化趨勢、電動汽車的積極推出、汽車製造商的電氣化目標等，滿足了電動汽車對高效和堅固半導體的需求。預計會增加。然而，在預測期內，疫情後的芯片短缺危機、競爭加劇、電動汽車支持基礎設施不足以及地緣政治緊張局勢預計將阻礙市場增長。

本報告對全球電動汽車半導體市場進行研究和分析，並提供有關戰略基本要求、按地區、車輛類型、組件和應用分列的增長機會分析以及按地區分列的增長機會分析的信息。

目錄

戰略要求

  • 為什麼增長變得越來越困難？
  • 戰略要點 8 (TM)
  • 三大戰略要素對電動汽車半導體行業的影響
  • 增長機會推動增長管道引擎 (TM)

增長機會分析

  • 分析範圍
  • 市場細分：按地區
  • 市場細分：車輛類型
  • 市場細分：按組件
  • 市場細分：按應用
  • 主要競爭對手
  • 主要增長指標
  • 分銷渠道
  • 增長動力
  • 促進增長的因素分析
  • 增長限制
  • 生長抑制因素分析
  • 預測的先決條件
  • 收入預測
  • 收入預測分析
  • 收入預測：按車型分類
  • 收入預測分析：車型
  • 收入預測：按組件
  • 收入預測分析：按組件
  • 收入預測：按使用分類
  • 收入預測分析：按應用
  • EV 動力總成中 SiC 和 Si 的比較
  • 收入預測：按地區
  • 收入預測分析：按地區
  • 價格趨勢和預測分析
  • 競爭環境
  • 收入分成
  • 收入份額分析
  • 公司簡介-英飛凌科技
  • 公司簡介-意法半導體
  • 公司簡介-NXP Semiconductors
  • 公司簡介-Texas Instruments
  • 公司簡介-瑞薩電子
  • 頂級參與者 5-SWOT 分析
  • 5-產品及應用亮點
  • 競爭分析

增長機會分析-歐洲/中東/非洲

  • 關鍵增長指標：歐洲/中東/非洲
  • 收入預測：歐洲/中東/非洲
  • 收入預測分析：歐洲/中東/非洲
  • 收入預測：車型（歐洲/中東/非洲）
  • 收入預測分析：車型（歐洲/中東/非洲）
  • 收入預測：按組件（歐洲/中東/非洲）
  • 收入預測：按用途分類（歐洲/中東/非洲）
  • 競爭環境：歐洲/中東/非洲

增長機會分析-亞太地區

  • 關鍵增長指標：亞太地區
  • 收入預測：亞太地區
  • 收入預測分析：亞太地區
  • 收入預測：車型（亞太地區）
  • 收入預測分析：車型（亞太地區）
  • 收入預測：按組件（亞太地區）
  • 收入預測：按使用分類（亞太地區）
  • 競爭環境：亞太地區

增長機會分析-北美和南美

  • 主要增長指標：美洲
  • 收入預測：美洲
  • 收入預測分析：美洲
  • 收入預測：車輛類型（北美和南美）
  • 收入預測分析：車型（北美和南美）
  • 收入預測：按組件（北美和南美）
  • 收入預測：按用途分類（北美和南美）
  • 競爭環境：美洲

增長機會宇宙

  • 增長機會一：強大的行業協作，實現高效的需求管理優化
  • 增長機會 2：支持 EV 安全參數的 MEMS 技術
  • 增長機會3：在高能量密度和更長續航裡程的電動汽車中採用化合物半導體
  • 增長機會4：芯片製造本地化，實現無風險供應鏈

下一步

簡介目錄
Product Code: K725-30

Future Growth Potential Enhanced by Vehicle Autonomy and Electrification, Stringent Emission Regulations and the Fleet Electrification Milestones of Automakers

The global electric vehicle (EV) semiconductor market is estimated to experience an approximate 32.1% compound annual growth rate (CAGR) from 2021 to 2026. Semiconductors contribute to making EVs efficient, interactive, and safe, supporting various in-vehicle interactivity features, vehicle firmware, and EV batteries and powertrains. The need for longer driving range and faster charging times in EVs has led to the usage of advanced semiconductor technologies, such as silicon carbide (SiC) and gallium nitride (GaN).

With 2021 as the base year, the study provides market size estimates and growth prospects up to 2026. Revenue forecast, pricing trends, competitive analysis, COVID-19 impact discussion, and company profiles of leading manufacturers are included in the study, which follows a specific methodology comprising discussions with senior management of EV semiconductor manufacturers and automotive original equipment manufacturers supported by secondary research.

Research Scope:

The scope of this Frost & Sullivan study is limited to semiconductors used in battery electric vehicles (BEV) and plug-in hybrid electric vehicles (PHEV) and excludes aftermarket and semiconductors used in EV supply equipment. The study's main objective is to identify key growth opportunities, drivers, and restraints in the EV semiconductor market. The study includes in-depth market analyses for the forecast period of 2022 to 2026 by vehicle type (BEV and PHEV), component (analog, memory, discrete, logic, and others), application (powertrain, chassis and safety, infotainment and telematics, body and convenience, and advanced driver-assistance systems [ADAS]), and geography (Europe, Middle East, and Africa [EMEA]; Asia-Pacific; and the Americas).

Research Highlights:

  • Stringent emission regulations, government support, push toward ADAS and vehicle autonomy, miniaturization trend, aggressive EV launches, and the fleet electrification targets of automotive manufacturers would drive the need for efficient and robust semiconductors in EVs.
  • The post-pandemic chip shortage crisis, increasing competitive intensity, inadequate EV supporting infrastructure, and geopolitical tensions are expected growth restraints to the market during the forecast period.
  • Robust industry collaborations, microelectromechanical systems (MEMS) technology, adoption of compound semiconductors such as SiC and GaN, and localization of chip manufacturing are future growth opportunities for semiconductor vendors in the market.
  • EMEA led the market by revenue in 2021 and is forecast to witness a CAGR of 26.7% between 2021 and 2026. However, Asia-Pacific is predicted to be the fastest-growing region with a 37.1% CAGR, regaining its market dominance in the forecast period.
  • The EV semiconductor market generated $5,428.6 million in revenue in 2021, with a base year growth rate of 99.8%. BEVs are expected to remain the dominant vehicle type segment with a 33.1% CAGR between 2021 and 2026. By component, discrete would be the fastest-growing segment with a projected CAGR of 32.7%. The powertrain segment would continue to dominate the market by application, but ADAS is estimated to witness the highest growth at 38.9% CAGR between 2021 and 2026.

Table of Contents

Strategic Imperatives

  • Why is it Increasingly Difficult to Grow?
  • The Strategic Imperative 8™
  • The Impact of the Top Three Strategic Imperatives on the Electric Vehicle Semiconductor Industry
  • Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis

  • Scope of Analysis
  • Market Segmentation by Region
  • Market Segmentation by Vehicle Type
  • Market Segmentation by Component
  • Market Segmentation by Application
  • Key Competitors
  • Key Growth Metrics
  • Distribution Channel
  • Growth Drivers
  • Growth Driver Analysis
  • Growth Driver Analysis (continued)
  • Growth Driver Analysis (continued)
  • Growth Driver Analysis (continued)
  • Growth Driver Analysis (continued)
  • Growth Driver Analysis (continued)
  • Growth Driver Analysis (continued)
  • Growth Restraints
  • Growth Restraint Analysis
  • Growth Restraint Analysis (continued)
  • Growth Restraint Analysis (continued)
  • Growth Restraint Analysis (continued)
  • Growth Restraint Analysis (continued)
  • Forecast Assumptions
  • Revenue Forecast
  • Revenue Forecast Analysis
  • Revenue Forecast Analysis (continued)
  • Revenue Forecast by Vehicle Type
  • Revenue Forecast Analysis by Vehicle Type
  • Revenue Forecast Analysis by Vehicle Type (continued)
  • Revenue Forecast by Component
  • Revenue Forecast Analysis by Component
  • Revenue Forecast Analysis by Component (continued)
  • Revenue Forecast Analysis by Component (continued)
  • Revenue Forecast Analysis by Component (continued)
  • Revenue Forecast Analysis by Component (continued)
  • Revenue Forecast by Application
  • Revenue Forecast Analysis by Application
  • Revenue Forecast Analysis by Application (continued)
  • Revenue Forecast Analysis by Application (continued)
  • Revenue Forecast Analysis by Application (continued)
  • Revenue Forecast Analysis by Application (continued)
  • Revenue Forecast Analysis by Application (continued)
  • Comparison between SiC and Si in EV Powertrains
  • Revenue Forecast by Region
  • Revenue Forecast Analysis by Region
  • Pricing Trends and Forecast Analysis
  • Pricing Trends and Forecast Analysis (continued)
  • Competitive Environment
  • Revenue Share
  • Revenue Share Analysis
  • Revenue Share Analysis (continued)
  • Company Profile-Infineon Technologies
  • Company Profile-STMicroelectronics
  • Company Profile-NXP Semiconductors
  • Company Profile-Texas Instruments
  • Company Profile-Renesas Electronics
  • Top 5 Participants-SWOT Analysis
  • Top 5 Participants-SWOT Analysis (continued)
  • Top 5 Participants-SWOT Analysis (continued)
  • Top 5 Participants-Product and Application Highlights
  • Competition Analysis
  • Competition Analysis (continued)

Growth Opportunity Analysis-EMEA

  • Key Growth Metrics for EMEA
  • Revenue Forecast-EMEA
  • Revenue Forecast Analysis-EMEA
  • Revenue Forecast Analysis-EMEA (continued)
  • Revenue Forecast by Vehicle Type-EMEA
  • Revenue Forecast Analysis by Vehicle Type-EMEA
  • Revenue Forecast by Component-EMEA
  • Revenue Forecast by Application-EMEA
  • Competitive Environment-EMEA

Growth Opportunity Analysis-APAC

  • Key Growth Metrics for APAC
  • Revenue Forecast-APAC
  • Revenue Forecast Analysis-APAC
  • Revenue Forecast Analysis-APAC (continued)
  • Revenue Forecast by Vehicle Type-APAC
  • Revenue Forecast Analysis by Vehicle Type-APAC
  • Revenue Forecast by Component-APAC
  • Revenue Forecast by Application-APAC
  • Competitive Environment-APAC

Growth Opportunity Analysis-Americas

  • Key Growth Metrics for the Americas
  • Revenue Forecast-Americas
  • Revenue Forecast Analysis-Americas
  • Revenue Forecast Analysis-Americas (continued)
  • Revenue Forecast by Vehicle Type-Americas
  • Revenue Forecast Analysis by Vehicle Type-Americas
  • Revenue Forecast by Component-Americas
  • Revenue Forecast by Application-Americas
  • Competitive Environment-Americas

Growth Opportunity Universe

  • Growth Opportunity 1: Robust Industry Collaborations for Efficient Demand Management Optimization
  • Growth Opportunity 1: Robust Industry Collaborations for Efficient Demand Management Optimization (continued)
  • Growth Opportunity 2: MEMS Technology to Aid Safety Parameters in EVs
  • Growth Opportunity 2: MEMS Technology to Aid Safety Parameters in EVs (continued)
  • Growth Opportunity 3: Adoption of Compound Semiconductors for EVs with High Energy Density and Longer Driving Range
  • Growth Opportunity 3: Adoption of Compound Semiconductors for EVs with High Energy Density and Longer Driving Range (continued)
  • Growth Opportunity 4: Localization of Chip Manufacturing for a Risk-Free Supply Chain
  • Growth Opportunity 4: Localization of Chip Manufacturing for a Risk-Free Supply Chain (continued)

Next Steps

  • Your Next Steps
  • Why Frost, Why Now?
  • List of Exhibits
  • List of Exhibits (continued)
  • List of Exhibits (continued)
  • Legal Disclaimer