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汽車專用邏輯 IC 市場 - 增長、趨勢、COVID-19 影響和預測（2022-2027 年）
市場調查報告書
商品編碼
1136150

汽車專用邏輯 IC 市場 - 增長、趨勢、COVID-19 影響和預測（2022-2027 年）

Automotive Special Purpose Logic IC Market - Growth, Trends, and Forecasts (2022 - 2027)
出版日期: | 出版商: Mordor Intelligence | 英文 120 Pages | 商品交期: 2-3個工作天內

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簡介目錄

汽車專用邏輯 IC 市場預計在預測期內以 3.2% 的複合年增長率增長

主要亮點

  • 越來越多的新車配備了警告、檢測和補救措施等電子技術，以提高車輛性能、提供舒適性和便利性，並讓駕駛員保持安全和警覺。由於消費者對這些新系統的需求和政府對許多新系統的要求，以及其中使用的許多 IC 組件的價格上漲，預計汽車 IC 行業將會增長。
  • 由於非電子行業越來越多地使用邏輯 IC，全球專用邏輯 IC 市場正在增長。奧迪和豐田等主要汽車製造商都在要求並提供用於汽車的電子設備，從而推動了全球汽車專用邏輯IC市場。
  • 新車都裝有微芯片，可以控制從車窗電機到導航系統的所有設備，但由於芯片短缺，汽車行業正面臨生產延遲。然而，汽車行業一直受到芯片短缺的困擾，導致生產延遲。結果，人們想要購買的新車越來越少。
  • 芯片與鋼、鋁和塑料一樣，是汽車製造中的重要部件。每輛汽車至少有幾十個微芯片，負責從信息娛樂面板到燃油管理系統再到穩定性控制系統的一切。豪華車和具有高科技功能（例如增強的安全系統和駕駛員輔助功能）的汽車可以擁有 100 個或更多的 CPU。
  • COVID-19 大流行對全球汽車行業產生了迅速而毀滅性的影響。來自中國的零部件運輸受到干擾，導致整個歐洲的製造嚴重中斷，並關閉了美國的裝配廠。此外，此次疫情還導致全球芯片和半導體短缺、供應鏈中斷、原材料短缺、製造工廠因更嚴格的法規而延遲完工、停工等，導致汽車芯片短缺和上漲。系統價格。請進。

主要市場趨勢

電動汽車引領市場

  • 根據 2022 年電動汽車展望，2021 年電動汽車 (EV) 的銷量將同比翻一番，達到 660 萬輛的歷史新高。這使道路上的電動汽車總數達到約 1650 萬輛，是 2018 年的三倍多。電動汽車銷量在 2022 年繼續強勁增長，第一季度售出 200 萬輛，比 2021 年同期增長 75%。
  • 電動汽車倡議 (EVI) 是一個多政府政策論壇，成立於 2010 年，是清潔能源部長級會議 (CEM) 的一部分。 EVI 認識到電動汽車的好處，並致力於加速其在全球範圍內的採用。為此，它旨在更好地了解圍繞電動汽車的政策問題，幫助政府解決這些問題，並充當知識共享平台。 EVI 每年舉行兩次會議，以促進政府決策者與參與電動汽車開發的各種合作夥伴之間的對話。未來，電動汽車計劃旨在提高電動汽車的滲透率和所研究的市場。
  • 儘管 COVID-19 流行病和半導體芯片短缺等供應鏈挑戰，電動汽車銷量在 2021 年仍創下歷史新高。 2012 年，全球售出超過 120,000 輛電動汽車。 2021 年，這個數字在一周內售出。
  • 由於消費者對環境污染意識的提高和油價上漲，全球對電動汽車的需求正在擴大，通信邏輯 IC 市場也在不斷上升。 V2V 通信通過無線方式傳輸附近汽車的速度和位置信息，有望緩解交通擁堵、預防事故並改善環境。
  • 車輛連接選項增加導致汽車銷量上升，這對行業增長產生了積極影響。此外，由於汽車行業的快速增長，預計市場將在預測期內發展。
  • 亞太地區是本田、現代、豐田和塔塔等主要汽車製造商的所在地。該地區也是汽車行業的巨大市場，消費者來自各行各業。根據OICA 2022年數據，2021年中國乘用車產量約2140萬輛，日本約660萬輛，印度約360萬輛。中國與世界汽車製造商有著聯盟和合作關係，已成為該地區最大的汽車生產國，超過韓國、日本和印度，但這些國家的國內汽車產業實力雄厚。隨著這些高增長地區汽車產業的興起，預計對研究目標市場的需求也將增加。

中國市場份額很大

  • 根據《2022 年全球電動汽車展望》，中國將引領 2021 年電動汽車銷量的增長，佔增長的一半。到 2021 年，中國的汽車銷量將比世界其□□他地區的總和多 330 萬輛。
  • 中國的電動汽車通常比其他地區的要小。加之研發和生產成本較低，與傳統汽車的價格差距正在縮小。到 2021 年，中國電動汽車的加權中位數銷量將僅比傳統汽車高出 10%，而其他主要國家為 45-50%。中國占全球新註冊電動摩托車和三輪車的95%，新註冊電動客車和卡車的90%。
  • 中國將設立專門機構，鼓勵國內企業與英特爾等國際半導體巨頭合作，並建立軟件、材料和製造設備開發中心。北京正急於發展不受美國製裁的國內半導體供應鏈。另一方面，外國政府可能對該倡議持懷疑態度，擔心將關鍵技術轉移到中國。
  • 2021年9月，中國最大的芯片代工製造商中芯國際（SMIC）宣佈在上海自貿區臨港特區設立新工廠。公司投資88.7億美元，計劃月產10萬片12英寸晶圓。中芯國際將擁有合資公司至少51%的股份，25%的股份將由上海市政府指定的投資公司擁有。 3 月，中芯國際宣布與深圳市政府合作，投資 23.5 億美元，用於每月生產 4 萬片 12 英寸晶圓的項目，該項目採用 28 納米或更高級別的集成電路。
  • 中國頒布了多項有利於半導體和軟件行業的法規，包括稅收優惠、有吸引力的融資、知識產權保護、研發、進出口和人力資源開發支持。免稅和折扣不僅適用於集成電路製造企業，也適用於集成電路設計、設備、材料、封裝、測試和軟件企業。

競爭格局

汽車專用邏輯 IC 市場競爭激烈。產品創新、併購是市場參與者使用的一些技術。此外，隨著 IC 製造工藝的改進和更多應用成為可能，新的行業參與者正在擴大他們的市場份額並擴大他們在新興國家的公司基礎。

  • 2021 年 10 月 - 豐田汽車公司在其下一代多媒體系統中採用了瑞薩電子公司的 R-Car H3 和 R-Car M3 片上系統 (SoC)。 R-Car H3 和 R-Car M3 SoC 專為車載信息娛樂 (IVI) 應用而開發，可安全方便地從車輛和外部向輔助人員提供視頻、音頻和其他信息。
  • 2021 年 6 月 - 汽車加工領域的全球領導者 NXP Semiconductors N.V. 和台積電將在 COMPUTEX 上將 NXP 的 S32G2 車載網絡處理器和 S32R294 雷達處理器與台積電的革命性 16 納米 (nm) FinFET 相結合。宣布採用工藝技術進行量產。

其他好處

  • Excel 格式的市場預測 (ME) 表
  • 三個月的分析師支持

內容

第1章介紹

  • 研究假設和市場定義
  • 調查範圍

第2章研究方法

第 3 章執行摘要

第 4 章市場洞察

  • 市場概覽
  • 價值鏈/供應鏈分析
  • 波特五力分析
    • 新進入者的威脅
    • 買家的議價能力
    • 供應商的議價能力
    • 替代品的威脅
    • 競爭公司之間的敵對關係

第5章市場動態

  • 驅動程序
    • 擴大汽車邏輯 IC 的應用範圍
  • 阻礙因素
    • 複雜的製造過程

第 6 章市場細分

  • 按地區
    • 北美
    • 歐洲
    • 亞太地區
    • 世界其他地區

第 7 章競爭格局

  • 公司簡介
    • STMicroelectronics
    • Renesas Electronics
    • ADI
    • Broadcom Inc.
    • Qualcomm Inc.
    • NXP Semiconductors N.V.
    • Marvell Semiconductor, Inc.
    • Mediatek, Inc.
    • Intel Corporation
    • Toshiba Corporation

第8章 投資分析

第9章 市場的將來性

簡介目錄
Product Code: 92103

Automotive Special Purpose Logic IC Market is expected to grow by 3.2% CAGR in the forecast period.

Key Highlights

  • New cars are being equipped with electronic technologies that improve vehicle performance, provide comfort and convenience, and warn, detect, and take remedial action to keep drivers safe and alert. The automotive IC industry is predicted to grow due to consumer demand and government mandates for many of these new systems, as well as growing pricing for many of the IC components used in them.
  • The global special purpose logic IC market is growing due to the increasing use of logic ICs in industries other than electronics. Leading automotive firms such as Audi and Toyota are progressively requesting and offering electronic devices incorporated into their vehicles, moving the global automotive special purpose logic IC market forward.
  • All new cars come with a slew of microchips aboard to control everything from window motors to navigation systems; however, the auto industry has been hammered hard by chip shortages, which have resulted in production delays. This means fewer new cars are available for eager buyers.
  • Chips are now as important as steel, aluminum, and plastic in the production of automobiles. Every car includes at least a couple of dozen microchips that handle everything from the infotainment panels to the fuel management and stability control systems. Luxury vehicles and vehicles with high-tech features such as enhanced safety systems and driver assistance features may contain 100 or more CPUs.
  • The COVID-19 pandemic has had a rapid and devastating impact on the global automotive sector. Chinese parts shipments are being disrupted, large-scale manufacturing disruptions are occurring across Europe, and assembly factories in the United States are closing. The pandemic also resulted in global chip and semiconductor shortage, disruption in the supply chain, shortage of raw material, delay in completion of fabrication plants due to imposed restrictions, and lockdowns resulting in a shortage in automotive chips and also increased the price of the systems.

Key Market Trends

Electric cars will drive the Market

  • Electric vehicle (EV) sales doubled in 2021 from the previous year, reaching a new high of 6.6 million, according to EV Outlook 2022. This increased the overall number of electric automobiles on the road to around 16.5 million, more than tripling the number in 2018. Electric car sales have continued to grow substantially in 2022, with 2 million sold in the first quarter, up 75% over the same period in 2021.
  • The Electric Vehicles Initiative (EVI) is a multi-government policy forum founded in 2010 as part of the Clean Energy Ministerial (CEM). Recognizing the benefits of electric vehicles, the EVI is committed to accelerating their adoption around the world. To that end, it aims to better understand the policy difficulties surrounding electric mobility, assist governments in addressing them, and serve as a knowledge-sharing platform. The EVI encourages dialogues between government policymakers and a variety of partners who are devoted to EV development by bringing them together twice a year. In the anticipated term, the Electric Vehicles Initiative aims to boost EV adoption and the investigated market.
  • Despite the COVID-19 epidemic and supply chain issues, like as semiconductor chip shortages, electric car sales hit a new high in 2021. In 2012, over 120,000 electric automobiles were sold worldwide. That many were sold in a week in 2021.
  • Because of rising consumer awareness about environmental pollution and rising oil prices, the demand for electric vehicles is expanding globally, which is driving the market for communication logic IC to rise. The potential of vehicle-to-vehicle (V2V) communication to wirelessly transmit information on the speed and position of nearby cars holds enormous promise for reducing traffic congestion, avoiding crashes, and improving the environment.
  • Increased sales of autos as a result of increased connectivity options in vehicles are positively impacting the industry growth. Furthermore, the market is expected to develop in the forecast period due to the rapid growth of the automotive sector.
  • Asia-Pacific is the home of major automobile manufacturers such as Honda, Hyundai, Toyota, TATA, etc. The region is also a huge market for the automobile industry, with consumers of all classes. According to the 2022 data by OICA, in 2021, China produced approximately 21.4 million passenger cars, while Japan and India produced approx. 6.6 and 3.6 million cars. While China has partnerships and collaborations with global automobile manufacturers, making it the biggest auto producer in the region, ahead of South Korea, Japan, and India, these countries enjoy a strong domestic automotive sector. With the rise of the auto industry in such high growth regions, the demand for the studied market is also expected to grow.

China to hold a significant share in the Market

  • According to the Global EV Outlook 2022, the People's Republic of China led the increase in EV sales in 2021, accounting for half of the growth. In 2021, China sold 3.3 million more vehicles than the rest of the world combined.
  • Electric vehicles in China are often smaller than those in other regions. This, combined with cheaper development and production costs, has helped to close the price gap with traditional automobiles. In 2021, the sales-weighted median price of electric vehicles in China was just 10% higher than conventional vehicles, compared to 45-50% in other key countries. China accounts for 95% of new electric two- and three-wheeler vehicle registrations, as well as 90% of new electric bus and truck registrations worldwide.
  • China intends to create a special agency to encourage collaboration between domestic enterprises and international semiconductor powerhouses, like Intel, in order to build software, material, and manufacturing equipment development centers. Beijing is rushing to develop a domestic supply chain for semiconductors that is not subject to US sanctions. Foreign governments, on the other hand, are likely to be suspicious of this initiative, fearing the transfer of vital technology to China.
  • In September 2021, Semiconductor Manufacturing International Corp. (SMIC), China's largest contract chipmaker, announced the establishment of a new plant in the Lin-Gang Special Area, which is part of Shanghai's free trade zone. The proposed USD 8.87 billion foundry is expected to produce 100,000 12-inch wafers per month. SMIC will own at least 51% of the joint venture, with a 25% interest held by a Shanghai, government-designated investment company. SMIC stated in March that it would partner with the Shenzhen government to invest USD 2.35 billion in a project to produce 40,000 12-inch wafers per month using 28nm and higher integrated circuits.
  • China has enacted plenty of beneficial regulations for the semiconductor and software industries, including tax rebates, attractive financing, IP protection, and support for R&D, import and export, and talent development, among other things. Tax exemptions and discounts will be available to IC manufacturing companies, as well as IC design, equipment, materials, packaging, testing, and software companies.

Competitive Landscape

The market for Automotive Special Purpose Logic IC Market is highly competitive. Product innovation, mergers, and acquisitions are some of the techniques used by market players. Furthermore, as the IC manufacturing process improves, allowing for more applications, new industry participants are extending their market presence and expanding their corporate footprint in emerging nations.

  • October 2021 - Toyota Motor Corporation chose Renesas Electronics Corporation's R-Car H3 and R-Car M3 system-on-chips (SoCs) for their next-generation multimedia systems. The R-Car H3 and R-Car M3 SoCs are developed for in-vehicle infotainment (IVI) applications that send visuals, audio, and a range of information to the driver in a safe and convenient manner from both in-vehicle and external sources.
  • June 2021 - NXP Semiconductors N.V., a world leader in automotive processing, and TSMC announced the volume manufacturing of NXP's S32G2 vehicle network processors and the S32R294 radar processor on TSMC's innovative 16 nanometers (nm) FinFET process technology at COMPUTEX.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions and Market Definition
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

  • 4.1 Market Overview
  • 4.2 Value Chain / Supply Chain Analysis
  • 4.3 Porters Five Forces Analysis
    • 4.3.1 Threat of New Entrants
    • 4.3.2 Bargaining Power of Buyers
    • 4.3.3 Bargaining Power of Suppliers
    • 4.3.4 Threat of Substitute Products
    • 4.3.5 Intensity of Competitive Rivalry

5 MARKET DYNAMICS

  • 5.1 Drivers
    • 5.1.1 Increasing use of logic ICs in Automotive
  • 5.2 Restraints
    • 5.2.1 Complexity in the Manufacturing Process

6 MARKET SEGMENATION

  • 6.1 Geography
    • 6.1.1 North America
    • 6.1.2 Europe
    • 6.1.3 Asia Pacific
    • 6.1.4 Rest of the World

7 COMPETITIVE LANDSCAPE

  • 7.1 Company Profiles
    • 7.1.1 STMicroelectronics
    • 7.1.2 Renesas Electronics
    • 7.1.3 ADI
    • 7.1.4 Broadcom Inc.
    • 7.1.5 Qualcomm Inc.
    • 7.1.6 NXP Semiconductors N.V.
    • 7.1.7 Marvell Semiconductor, Inc.
    • 7.1.8 Mediatek, Inc.
    • 7.1.9 Intel Corporation
    • 7.1.10 Toshiba Corporation

8 INVESTMENT ANALYSIS

9 FUTURE OF THE MARKET