汽車半導體市場 - 增長、趨勢、COVID-19 的影響、預測 (2023-2028)
市場調查報告書
商品編碼
1189972

汽車半導體市場 - 增長、趨勢、COVID-19 的影響、預測 (2023-2028)

Automotive Semiconductor Market - Growth, Trends, and Forecasts (2023 - 2028)

出版日期: | 出版商: Mordor Intelligence | 英文 170 Pages | 商品交期: 2-3個工作天內

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簡介目錄

在預測期內,汽車半導體市場預計將以 16.2% 的複合年增長率增長。

這個市場是通過分析汽車行業中使用的各種組件的市場規模來評估的,例如處理器、傳感器、存儲設備、集成電路和分立功率設備。 報告的研究範圍包括對全球輕型商用車、重型商用車和乘用車等多種車型的分析。

主要亮點

  • 半導體是導電性介於導體和絕緣體之間的物質,例如鍺和矽。 半導體在汽車中的應用多種多樣:底盤、電力電子、安全、車身電子、舒適或娛樂單元。
  • 汽車已成為人們生活中不可或缺的一部分,因為它們是當今的主要交通工具。 目前,全球道路上行駛的汽車超過13億輛,預計到2035年這一數字將增至18億輛。 其中,乘用車約佔74%,輕型商用車、重型卡車、客車、客車和小巴佔其餘26%。
  • 汽車安全和保障系統技術近年來發生了重大變化,從座椅頭枕到自適應巡航控制系統。 盲點檢測、睡意監測系統、車道偏離預警系統、平視顯示器、夜視系統、泊車輔助、e-call telematics、胎壓監測系統技術等一波先進技術不斷湧現,驅動因素以及在發生車禍時共乘。安全和保障系統在保護人們免受嚴重傷害方面具有巨大的潛力。
  • 越來越多的經濟型車輛配備先進的信息娛樂功能、安全性、性能和燃油效率。 這些特徵導致包含各種組件,從而增加了車輛的整體價格。 當今汽車的核心是數以千計的半導體芯片,它們充當汽車的眼睛、耳朵和大腦,監測其環境、做出選擇並控制其行動。 據半導體行業協會稱,一輛現代汽車可能有8000多顆半導體芯片和100多個電子控制單元,目前佔汽車總成本的35%以上,預計從2025年到2030年將增長。預計年均超過50%。
  • COVID-19 立即導致現有製造業停頓,並影響了全球的供應鏈。 最先受到疫情打擊的中國,由於全州範圍內的封鎖和供應鏈的破壞,已經損失了超過三分之二的汽車製造。 汽車供應鏈往往在地理上分散,隨著每個國家在大流行後推出自己的協議,供應鏈管理受到重創,使其成為 COVID-19 期間汽車行業面臨的最重大挑戰之一。成為其中之一

汽車半導體市場趨勢

重型商用車市場增長強勁

  • 在預測期內,重型商用車市場預計將保持顯著的複合年增長率。 事故預防系統、ADAS、駕駛效率和發動機系統等最新技術的引入,以及對環境可持續性和減少排放的關注,將增加對這些重型商用車的需求。
  • 重型商用車頂級製造商的技術進步預計將在全球範圍內激增。 表徵市場成功的突出趨勢集中在事故預防系統、自動緊急制動系統、輔助人員協助和盲點監控器上。 公路安全保險協會 (IIHS) 領導的一項研究發現,為重型車輛配備自動緊急制動系統和前方碰撞警告系統可以防止超過 40% 的重型卡車追尾事故。僅此而已。
  • 研究表明,配備自動緊急制動 (AEB) 等前向防撞系統的重型車輛的碰撞事故減少了 12%,配備前向碰撞警告 (FCW) 的重型車輛的碰撞事故減少了 22%。 因此,對用於創建高效自動制動和自動駕駛系統的集成 IC 的需求不斷增長,正在顯著推動全球汽車半導體市場。
  • 根據新的報廢政策,印度、韓國和中國等亞太國家/地區的政府鼓勵重型卡車車主購買新的重型卡車和其他商用車輛,不鼓勵使用舊車或污染車輛.目的壓制。 該計劃不僅會降低污染水平,還會促進重型卡車領域採用集成 IC、傳感器、高級微控制器、ADAS 和電機驅動器 IC 的進步,這將對市場增長產生重大影響。
  • 歐洲重型卡車製造商已投資於新技術的整合,以實現其 2025 年後的零排放目標,以避免因不遵守歐盟法規而支付高額罰款。 歐盟 (EU) 為重型車輛制定了碳中和目標和標準。 這包括從 2025 年減少 15%,到 2030 年增加到 30%,到 2050 年實現零排放。
  • 根據 OICA 的數據,與 2020 年的商用車產量相比,2021 年的重型商用車產量將下降 1.51%。 大部分在亞洲的芯片製造商在 Delta 版本造成嚴重的供應問題之前將產量提高到 2021 年下半年。 總體而言,大流行後市場正在復蘇。

亞太地區將成為增長最快的地區

  • 亞太地區的汽車半導體市場受到汽車製造業增長以及汽車原始設備製造商與半導體製造商之間持續合作的推動。 成本和燃油效率不再是購買汽車時最重要的因素,而是汽車提供的舒適性和豪華性變得越來越重要。
  • 這是因為全球汽車製造商目睹了對豪華車和半豪華車的強勁需求,並被迫安裝更多電子元件。我認為這是因為我在推動。 由於這些原因,亞太地區的汽車半導體行業提供了一個潛在的市場領域。
  • 亞太地區汽車半導體行業的快速擴張預計將受到電動汽車需求不斷增長的推動。 汽車製造商必須繼續創新、創造和開發自動駕駛汽車,他們已經在主要汽車製造國家擁有大量客戶。
  • 全自動駕駛汽車的增長軌跡受到多種因素的推動,包括技術進步、消費者接受全自動駕駛汽車的意願、定價以及供應商和原始設備製造商解決關鍵車輛安全問題的能力。預計將受到以下方面的重大影響因素。
  • 據汽車行業稱,印度各地對摩托車、三輪車和拖拉機的需求量很大。 印度還擁有強大的半導體研發基礎設施,這可能會在未來為印度汽車半導體市場開闢新的可能性。 此外,政府已採取各種舉措促進國內半導體芯片供應。 例如,2022年9月,印度政府宣布將對建立半導體製造工廠的項目成本提供50%的固定財政支持,以提振該國的半導體製造業。

汽車半導體市場競爭分析

汽車半導體市場被 NXP Semiconductor NV、Infineon Technologies AG、Renesas Electronics Corporation、STMicroelectronics NV 和 Toshiba Electronic Devices & Storage Corporation (Toshiba Corporation) 等大公司分割開來。 市場參與者正在採用合作夥伴關係、合併、聯盟、創新和收購等戰略來增強其產品供應並獲得持續的競爭優勢。

2022 年 8 月,Onsemi 在新罕布什爾州哈德遜開設了碳化矽 (SiC) 工廠。 預計到 2022 年底,該工廠將使公司的年生產能力增加五倍,並將其在哈德遜的員工人數增加近四倍。

2022 年 7 月,NXP Semiconductors NV 與富士康合作開發新一代智能網聯汽車。 此次擴大合作的重點是富士康對電動汽車 (EV) 平台的承諾,利用恩智浦的系統專業知識和全面的電氣化產品組合,從恩智浦 S32 處理器到模擬前端、加速器、網絡和電源產品。 此次合作將利用恩智浦的汽車技術組合和多年的安全和安保專業知識,為電氣化、連接性和安全自動駕駛提供架構創新和平台。

2022 年 6 月,瑞薩電子株式會社將與 Cyber□□on Corporation 合作,為使用瑞薩電子全系列 RA MCU 的客戶提供語音用戶界面 (VUI) 解決方案。 客戶現在可以免費訪問 Cyber□□on 基於命令的 VUI 工具鏈,以將語音識別添加到各種端點應用程序,包括消費電子、樓宇自動化、工業自動化和可穿戴設備。

額外津貼

  • Excel 格式的市場預測 (ME) 表
  • 3 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章研究方法論

第 3 章執行摘要

第 4 章市場洞察

  • 市場概覽
  • 產業吸引力 - 波特五力分析
    • 供應商的議價能力
    • 消費者的議價能力
    • 新進入者的威脅
    • 競爭公司之間的敵對關係
    • 替代品的威脅
  • 工業價值鏈分析
  • 評估 COVID-19 對市場的影響

第 5 章市場動態

  • 市場驅動力
    • 汽車產量增加
    • 對高級安全性和舒適性的需求不斷增加
  • 市場製約因素
    • 高性能車輛成本上升

第 6 章市場細分

  • 按車型
    • 乘用車
    • 輕型商用車
    • 大型商用車
  • 按組件
    • 處理器
    • 傳感器
    • 記憶裝置
    • 集成電路
    • 分立式功率器件
  • 通過使用
    • 底盤
    • 電力電子
    • 安全
    • 車身電子
    • 舒適/娛樂單元
    • 其他用途
  • 區域信息
    • 北美
    • 歐洲
    • 亞太地區
    • 拉丁美洲
    • 中東和非洲

第7章競爭格局

  • 公司簡介
    • NXP Semiconductor NV
    • Infineon Technologies AG
    • Renesas Electronics Corporaton
    • STMicroelectronics NV
    • Toshiba Electronic Devices & Storage Corporation(Toshiba Corporation)
    • Texas Instrument Inc.
    • Robert Bosch GmbH
    • Micron Technology
    • Onsemi(Semiconductor Components Industries LLC)
    • Analog Devices Inc.
    • ROHM Co. Ltd

第8章 投資分析

第9章 今後動向

簡介目錄
Product Code: 52537

The automotive semiconductor market is expected to register at a CAGR of 16.2% over the forecast period. The market was evaluated by analyzing the market sizes of different components used in the automotive industry, including processors, sensors, memory devices, integrated circuits, and discrete power devices. The scope of the report comprises analyzing various vehicle types, like light commercial vehicles, heavy commercial vehicles, and passenger vehicles, around the world.

Key Highlights

  • A semiconductor is a substance, such as germanium or silicon, with electrical conductivity intermediate between a conductor and an insulator. The application of semiconductors in vehicles ranges from chassis, power electronics, safety, body electronics, and comfort or entertainment units, among others.
  • Automobiles are an essential element of people's life because they are the primary form of transportation today. There are currently over 1.3 billion motor cars on the road worldwide, which is predicted to climb to 1.8 billion by 2035. Passenger automobiles account for around 74% of these figures, with light commercial vehicles and large trucks, buses, coaches, and mini-buses accounting for the remaining 26%.
  • The technologies in automotive safety and security system have undergone a significant change in recent years, from seat headrests to adaptive cruise control systems. The rising wave of advanced technologies, such as blind-spot detection, drowsiness monitoring system, lane departure warning system, head-up display, night vision systems, park assist, e-call telematics, and tire-pressure-monitoring system technologies, are creating a significant potential for safety and security systems to protect the driver and passengers from serious injuries during a vehicle crash.
  • A growing number of affordable vehicles feature advanced infotainment, safety, performance, and fuel efficiency. Such features lead to the inclusion of various components leading to an increase in the price raise of the overall vehicle. Thousands of semiconductor chips are at the core of automobiles today, acting as the vehicle's eyes, ears, and brain, monitoring the environment, making choices, and regulating actions. According to the Semiconductor Industry Association, modern automobiles may have 8,000 or more semiconductor chips and over 100 electronic control units, which currently account for more than 35% of total vehicle cost and are predicted to exceed 50% by 2025 to 2030.
  • The COVID-19 caused an immediate halt in existing manufacturing, impacting supply chains around the world. China, which was initially afflicted by the pandemic, lost over two-thirds of its vehicle manufacturing owing to the statewide lockdown, which significantly damaged the supply chain. Auto supply chains are frequently geographically dispersed; with each country imposing its own protocol following the pandemic, supply chain management took a significant hit, emerging as one of the most critical challenges confronting the automotive industry during COVID-19.

Automotive Semiconductor Market Trends

Heavy Commercial Vehicle Segment to Register Significant Growth

  • The heavy commercial vehicle market is expected to register a significant CAGR during the projected period. With the introduction of modern technology, such as accident prevention systems, ADAS, efficient driving, and engine systems, and a focus on environmental sustainability and emission reduction, the demand for these large commercial vehicles is likely to increase in the future.
  • Top manufacturers' technological advancements in heavy commercial vehicles are set to surge worldwide. A prominent trend characterizing the market's success has concentrated on accident prevention systems, automatic emergency braking systems, driver assistance, and blind-spot monitoring. Installing automated emergency braking systems and forward-collision warnings on heavy-duty vehicles may save more than 40% of rear-end incidents involving large trucks, according to research led by the Insurance Institute for Highway Safety (IIHS).
  • According to the research, heavy-duty vehicles with front-crash prevention systems, such as automated emergency braking (AEB), had 12% fewer collisions, and forward-collision warning (FCW) had 22% fewer collisions. Consequently, the increasing demand for integrated ICs to make efficient automatic braking and driving systems is significantly driving the automotive semiconductor market worldwide.
  • Under the new scrappage policy, governments in Asia-Pacific countries, like India, South Korea, and China, seek to push heavy-duty truck owners to acquire new heavy-duty trucks and other commercial vehicles, discouraging the use of old, polluting ones. The program would not only reduce pollution levels but also promote the advancements of the heavy-trucks segment in adopting integrated ICs, sensors , advanced microcontrollers, ADAS, and motor driver ICs, significantly influencing the growth of the market.
  • To avoid paying high penalties for non-compliance with EU norms, several heavy-duty truck manufacturers in Europe have been investing in integrating novel technology to meet the zero-emission objective from 2025 onwards. The European Union has established carbon-neutrality goals and criteria for heavy-duty vehicles. These include a 15% decrease beginning in 2025 and increasing to 30% by 2030, with zero emissions by 2050.
  • According to OICA, heavy commercial vehicle production in 2021 decreased by 1.51% compared with 2020 commercial vehicle production. Before the delta version caused a severe supply issue, chip producers, mostly in Asia, had ramped up manufacturing through the second half of 2021. Overall, the market is recovering after the pandemic.

Asia-Pacific to be the Fastest Growing Region

  • The Asia-Pacific automotive semiconductor market is fueled by increased automotive manufacturing and continued partnerships between automotive OEMs and semiconductor manufacturers. Cost and fuel efficiency are no longer the most important factors to consider when buying an automobile; instead, the comfort and luxury offered by the vehicle are more important.
  • This may be attributed to the fact that global automobile manufacturers are seeing strong demand for luxury and semi-luxury vehicles, which is pressuring them to install more electronic components, pushing the Asia-Pacific automotive semiconductors market. As a result of this reason, the Asia-Pacific automotive semiconductor industry offers a potential market area.
  • The rapid expansion of the Asia-Pacific automotive semiconductor industry is expected to be fueled by the rising demand for electric vehicles. Automobile manufacturers must continue to innovate, create, and develop self-driving cars, which have already attracted a significant number of customers in key automotive manufacturing countries.
  • The growth trajectory of fully-autonomous automobiles is expected to be heavily influenced by several factors, including technology advancements, consumer willingness to accept fully-automated vehicles, pricing, and suppliers' and OEMs' capacity to address major concerns about vehicle safety.
  • According to the automobile industry, two-wheelers, three-wheelers, and tractors are in great demand across the country. In addition, India has a strong semiconductor R&D infrastructure, which may open up new potentials for the automotive semiconductor market in India in the future. Further, the government is taking various initiatives to boost the supply of semiconductor chips in the country. For instance, in September 2022, the Indian government announced to provide uniform fiscal support of 50% of the project cost for setting up semiconductor fabrication plants to boost semiconductor manufacturing in the country.

Automotive Semiconductor Market Competitive Analysis

The automotive semiconductor market is fragmented due to the presence of major players like NXP Semiconductor NV, Infineon Technologies AG, Renesas Electronics Corporation, STMicroelectronics NV, and Toshiba Electronic Devices& Storage Corporation (Toshiba Corporation) among others. Players in the market are adopting strategies such as partnerships, mergers, collaborations, innovations, and acquisitions to enhance their product offerings and gain sustainable competitive advantage.

In August 2022, Onsemi opened a silicon carbide (SiC) facility in Hudson, New Hampshire. The facility is expected to increase the company's production capacity by five times yearly and almost quadruple the number of employees in Hudson by the end of 2022.

In July 2022, NXP Semiconductors NV collaborated with Foxconn for a new generation of intelligent connected vehicles. The primary focus of the expanded collaboration is aimed at Foxconn's efforts in electric vehicle (EV) platforms, leveraging NXP's system expertise and comprehensive electrification portfolio, from NXP S32 processors to analog-front-end, drivers, networking, and power products. The collaboration would leverage NXP's portfolio of automotive technologies and its longstanding expertise in safety and security to enable architectural innovation and platforms for electrification, connectivity, and safe automated driving.

In June 2022, Renesas Electronics Corporation partnered with Cyberon Corporation to provide voice user interface (VUI) solutions for customers using Renesas' entire RA MCU line. The customers would get complimentary access to Cyberon's command-based VUI toolchain, enabling them to add voice recognition to various endpoint applications in home appliances, building automation, industrial automation, wearables, and many more.

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 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.2.1 Bargaining Power of Suppliers
    • 4.2.2 Bargaining Power of Consumers
    • 4.2.3 Threat of New Entrants
    • 4.2.4 Intensity of Competitive Rivalry
    • 4.2.5 Threat of Substitute Products
  • 4.3 Industry Value Chain Analysis
  • 4.4 Assessment of the Impact of COVID-19 on the Market

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Increasing Vehicle Production
    • 5.1.2 Rising Demand for Advanced Safety and Comfort Systems
  • 5.2 Market Restraints
    • 5.2.1 Higher Cost of Advanced Featured Vehicles

6 MARKET SEGMENTATION

  • 6.1 By Vehicle Type
    • 6.1.1 Passenger Vehicle
    • 6.1.2 Light Commercial Vehicle
    • 6.1.3 Heavy Commercial Vehicle
  • 6.2 By Component
    • 6.2.1 Processors
    • 6.2.2 Sensors
    • 6.2.3 Memory Devices
    • 6.2.4 Integrated Circuits
    • 6.2.5 Discrete Power Devices
  • 6.3 By Application
    • 6.3.1 Chassis
    • 6.3.2 Power Electronics
    • 6.3.3 Safety
    • 6.3.4 Body Electronics
    • 6.3.5 Comforts/Entertainment Unit
    • 6.3.6 Other Applications
  • 6.4 By Geography
    • 6.4.1 North America
    • 6.4.2 Europe
    • 6.4.3 Asia-Pacific
    • 6.4.4 Latin America
    • 6.4.5 Middle East and Africa

7 COMPETITIVE LANDSCAPE

  • 7.1 Company Profiles
    • 7.1.1 NXP Semiconductor NV
    • 7.1.2 Infineon Technologies AG
    • 7.1.3 Renesas Electronics Corporaton
    • 7.1.4 STMicroelectronics NV
    • 7.1.5 Toshiba Electronic Devices & Storage Corporation (Toshiba Corporation)
    • 7.1.6 Texas Instrument Inc.
    • 7.1.7 Robert Bosch GmbH
    • 7.1.8 Micron Technology
    • 7.1.9 Onsemi (Semiconductor Components Industries LLC)
    • 7.1.10 Analog Devices Inc.
    • 7.1.11 ROHM Co. Ltd

8 INVESTMENT ANALYSIS

9 FUTURE TRENDS