Automotive Semiconductor Market - Global Outlook & Forecast 2023-2028
상품코드:1421531
리서치사:Arizton Advisory & Intelligence
발행일:2024년 02월
페이지 정보:영문 374 Pages
라이선스 & 가격 (부가세 별도)
한글목차
세계 자동차 반도체 시장 규모는 2022-2028년 11.97%의 CAGR로 성장할 것으로 예상됩니다.
자율주행차 개발에는 차량 제조업체, 차량 부품 공급업체, 하드웨어 및 소프트웨어 기업, 반도체 기업의 적극적인 참여가 필요합니다. 이 집단에는 신생 기업, 세계적으로 유명한 자동차 제조업체, 자동차 부품 제조업체 및 기술 기업이 포함됩니다. 자율주행차 개발이 진행됨에 따라 주로 센서, 프로세서, 통신에 대한 필요성이 증가함에 따라 자동차 반도체에 대한 수요가 증가하고 있습니다.
전기차(EV) 산업의 성장은 차량용 반도체 시장의 성장을 크게 촉진할 것입니다. 전기자동차가 대중화됨에 따라 반도체 기술에 크게 의존하는 새로운 기술 요구사항과 기회가 생겨날 것입니다.
전기차는 배터리, 모터 및 기타 부품 간의 전기 흐름을 제어하는 첨단 파워 일렉트로닉스에 의존하고 있습니다. 절연 게이트 바이폴라 트랜지스터(IGBT) 및 실리콘 카바이드(SiC) 소자와 같은 반도체는 효율적인 전력 변환 및 에너지 관리에 필수적이며, EV의 배터리 관리 시스템(BMS)은 EV 배터리의 성능, 건전성 및 안전성을 모니터링하고 관리합니다. 이를 위해 반도체는 전압 및 전류 감지, 온도 모니터링, 배터리 팩 내 셀 밸런싱에 사용됩니다. 최적화된 효율과 원활한 가속을 위해 EV는 정밀한 모터 제어가 필요하며, 최적의 성능과 에너지 사용을 제어하고 보장하기 위해 반도체를 필요로 합니다.
세계 자동차용 반도체 시장의 반도체 부족은 세계 자동차 산업에 영향을 미치는 중요한 문제입니다. 이러한 부족은 생산 지연, 자동차의 가용성 저하, 전체 공급망에 혼란을 초래할 수 있습니다. 이 문제를 해결하기 위해서는 다양한 이해관계자들이 협력하는 다각적인 접근이 필요합니다. 자동차 산업은 현재 반도체 부족이라는 심각한 도전에 직면해 있으며, 이는 자동차 생산 및 운영의 다양한 측면에 영향을 미치고 있습니다. 이러한 부족은 여러 가지 상호 연관된 요인들이 복합적으로 작용하여 발생합니다.
이 보고서는 세계 자동차 반도체 시장을 조사하여 시장 개요와 함께 컴포넌트별, 용도별, 차량 유형별, 지역별 동향, 시장 진입 기업 개요 등을 제공합니다.
목차
제1장 조사 방법
제2장 조사 목적
제3장 조사 과정
제4장 조사 대상·조사 범위
제5장 보고서 가정·주석
제6장 주요 인사이트
시장 정의
보고서 개요
기회와 과제 분석
부문 분석
지역 분석
경쟁 상황
제7장 시장 개요
제8장 서론
제9장 시장 기회와 동향
자동차 반도체 산업의 탄화규소 채용 확대
현대 차량의 새로운 첨단 기능
자율주행차 개발 상승
인포테인먼트 및 텔레매틱스 서비스에 대한 높은 수요
제10장 시장 성장 실현요인
성장하는 EV 산업
시스템온칩(SOC)의 높은 사용률
AI, ML, IoT를 촉진하는 첨단 자동차용 반도체
제11장 시장 성장 억제요인
숙련 노동자의 부족
반도체 부족
제12장 시장 상황
시장 개요
시장 규모와 예측
벤더 분석
수요에 관한 인사이트
컴포넌트
용도
차종
Five Forces 분석
제13장 컴포넌트
시장 현황과 성장 촉진요인
시장 개요
마이크로컨트롤러
센서
메모리
디스크리트 파워 디바이스
트랜시버
기타
제14장 용도
시장 현황과 성장 촉진요인
시장 개요
파워트레인
안전성과 ADAS
바디 일렉트로닉스
섀시와 서스펜션
인포테인먼트와 텔레매틱스
기타
제15장 차종
시장 현황과 성장 촉진요인
시장 개요
승용차
소형 상용차
대형 상용차
제16장 지역
제17장 아시아태평양
제18장 북미
제19장 유럽
제20장 중동 및 아프리카
제21장 라틴아메리카
제22장 경쟁 상황
경쟁 개요
시장 구조와 경쟁 매핑
주요 벤더의 시장 점유율
제23장 주요 기업 개요
CONTINENTAL
DENSO CORPORATION
INFINEON TECHNOLOGIES
NXP SEMICONDUCTORS
RENESAS ELECTRONICS CORPORATION
ROBERT BOSCH
제24장 기타 저명한 벤더
ALLEGRO MICROSYSTEMS
AMPHENOL
ANALOG DEVICES
APTIV
AUTOLIV
BORGWARNER
CTS
ELMOS SEMICONDUCTOR
INTEL CORPORATION
MAGNA INTERNATIONAL
MELEXIS
MICRON TECHNOLOGY
ON SEMICONDUCTOR CORPORATION
QUANERGY SOLUTIONS
ROHM
SAMSUNG ELECTRONICS
SENSATA TECHNOLOGIES
SK HYNIX
TE CONNECTIVITY
TEXAS INSTRUMENTS
TOSHIBA ELECTRONIC DEVICES & STORAGE CORPORATION
VALEO
ZF FRIEDRICHSHAFEN
제25장 보고서 개요
제26장 정량적인 개요
제27장 부록
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영문 목차
영문목차
The global automotive semiconductor market is expected to grow at a CAGR of 11.97% from 2022-2028.
MARKET TRENDS & OPPORTUNITIES
Rising Development of Autonomous Vehicles
Autonomous vehicle development encompasses the active participation of vehicle manufacturers, suppliers of vehicle components, hardware and software companies, and semiconductor enterprises. This collective includes startups and some of the most prominent global vehicle manufacturers, automotive suppliers, and technology corporations. The rising development of autonomous vehicles increases the demand for automotive semiconductors for several reasons, mainly due to the rising need for sensors, processors, and communication.
Growing Electric Vehicle Industry
The growing electric vehicle (EV) industry significantly drives the automotive semiconductor market's growth. As electric vehicles become more popular and widespread, they introduce new technological requirements and opportunities that rely heavily on semiconductor technology.
Electric vehicles rely on advanced power electronics to control the flow of electricity between the battery, motor, and other components. Semiconductors like insulated gate bipolar transistors (IGBTs) and silicon carbide (SiC) devices are critical for efficient power conversion and energy management. Battery management systems (BMS) in EVs monitor and manage EV batteries' performance, health, and safety. For this, semiconductors are used for voltage and current sensing, temperature monitoring, and cell balancing within the battery pack. For optimized efficiency and smooth acceleration, EVs require precise motor control, which requires semiconductors to control and ensure optimal performance and energy usage.
INDUSTRY RESTRAINTS
Shortage of Semiconductors
The shortage of semiconductors in the global automotive semiconductor market is a significant challenge affecting the global automotive industry. This shortage can lead to production delays, reduced vehicle availability, and disruptions across the supply chain. Addressing this challenge requires a multi-faceted approach involving collaboration among various stakeholders. The automotive industry is currently facing a critical challenge due to a shortage of semiconductors, impacting various aspects of vehicle production and operations. This shortage has emerged as a result of several interrelated factors.
SEGMENTATION INSIGHTS
INSIGHTS BY COMPONENT
Based on the component segmentation, the microcontrollers segment dominated with a share of around 37% in the global automotive semiconductor market. The automotive semiconductor market comprises various component segments that play integral roles in the design and functionality of modern vehicles. Each segment contributes to vehicle performance, safety, connectivity, and user experience. Some of the component segment's fundamental market dynamics include innovation and technological advancements, consumer demand & user experience, electric & autonomous vehicles, connectivity & IoT integration, regulatory standards & safety requirements, semiconductor industry, efficiency and environmental concerns, and market competition. Rapid technological advancements drive innovation in automotive semiconductor components.
Segmentation by Component
Microcontrollers
Sensors
Memory
Discrete Power Devices
Transceivers
Others
INSIGHT BY APPLICATION
The powertrain application segment dominated the global automotive semiconductor market in 2022. Modern powertrain systems are becoming increasingly complex, with more and more electronic components. This leads to a demand for more powerful and sophisticated semiconductors to control these systems. Moreover, automotive manufacturers increasingly prioritize vehicle safety to enhance consumer confidence and comply with regulatory requirements. This includes integrating various safety systems like adaptive cruise control, lane departure warning, automatic emergency braking, pedestrian detection, and more, all of which rely on semiconductor components. Also, the demand for body electronics in the automotive semiconductor industry will grow during the forecast period.
Segmentation by Application
Powertrain
Safety & ADAS
Body Electronics
Chassis and Suspension
Infotainment & Telematics
Others
INSIGHT BY VEHICLE TYPE
The global automotive semiconductor market by vehicle type is segmented into passenger, light, and heavy commercial vehicles. The passenger vehicle segment dominated the market due to new and advanced features in modern vehicles and the growing electric vehicle industry across the automotive semiconductor market. Semiconductor components in passenger vehicles are utilized for various purposes, including infotainment systems, ADAS features, comfort and convenience systems, powertrain control, and more. As vehicles become more connected and automated, the demand for semiconductor technology in passenger vehicles continues to rise. Moreover, commercial vehicles, including trucks, buses, vans, and other vehicles for transporting heavy goods and passengers, depend on semiconductors due to powertrain control, telematics, fleet management systems, safety features, and in-cabin technologies. As the logistics and transportation industry evolves, there is an increasing need for advanced semiconductor solutions to improve efficiency and safety in commercial vehicles.
Segmentation by Vehicle Type
Passenger Vehicles
Light Commercial Vehicle
Heavy Commercial Vehicle
GEOGRAPHICAL ANALYSIS
The higher adoption of automotive semiconductors globally is driven by several transformative trends and factors within the automotive industry. These factors are shaping the way vehicles are designed, manufactured, and experienced, leading to a significant increase in the integration of semiconductor technology. The shift toward electrification in the automotive industry requires sophisticated semiconductor components for battery management, power electronics, motor control, and energy efficiency. EVs rely heavily on semiconductors to manage power flows, optimize charging, and enhance performance.
APAC dominated the global automotive semiconductor market with a CAGR of around 12% during the forecast period. Rising economic growth, the establishment of new businesses, company expansions, and increased automotive activities are mainly driving the demand for automotive semiconductors in the region. China, in particular, is the largest automotive market in the world and has made significant investments in electric and autonomous vehicle technologies, propelling the growth of the automotive semiconductor market. Asia Pacific semiconductor manufacturers, like Taiwan's TSMC and South Korea's Samsung, are critical players in providing advanced manufacturing capabilities for automotive chips.
Segmentation by Geography
APAC
China
Japan
India
South Korea
Australia
North America
US
Canada
Europe
Germany
UK
France
Italy
Spain
Middle East and Africa
Saudi Arabia
UAE
South Africa
Latin America
Brazil
Mexico
Rest of Latin America
COMPETITIVE LANDSCAPE
The global automotive semiconductor market is highly fragmented, with many local and international players. The global automotive semiconductor market is fragmented due to local and international players. The leading global automotive semiconductor market vendors are Robert Bosch, Continental, Infineon Technologies, NXP Semiconductors, DENSO Corporation, Renesas Electronic Corporation, and others. The competition among these players is intense. The rapidly changing technological environment can adversely affect vendors as customers expect continual innovations and upgrades in the automotive industry. The present scenario forces vendors to refine their unique value proposition to achieve a strong market presence.
Key Company Profiles
Continental
DENSO CORPORATION
Infineon Technologies
NXP Semiconductors
Renesas Electronics Corporation
Robert Bosch
Other Prominent Vendors
Allegro MicroSystems
Amphenol
Analog Devices
Aptiv
Autoliv
BorgWarner
CTS
Elmos Semiconductor
Intel Corporation
Magna International
Melexis
Micron Technology
ON Semiconductor Corporation
Quanergy Solutions
ROHM
Samsung Electronics
Sensata Technologies
SK Hynix
STMicroelectronics
TE Connectivity
Texas Instruments
TOSHIBA ELECTRONIC DEVICES & STORAGE CORPORATION
Valeo
ZF Friedrichshafen
KEY QUESTIONS ANSWERED:
1. How big is the automotive semiconductor market?
2. What is the growth rate of the global automotive semiconductor market?
3. Which region dominates the global automotive semiconductor market share?
4. What are the significant trends in the automotive semiconductor industry?
5. Who are the key players in the global automotive semiconductor market?
TABLE OF CONTENTS
1 RESEARCH METHODOLOGY
2 RESEARCH OBJECTIVES
3 RESEARCH PROCESS
4 SCOPE & COVERAGE
4.1 MARKET DEFINITION
4.1.1 INCLUSIONS
4.1.2 EXCLUSIONS
4.1.3 MARKET ESTIMATION CAVEATS
4.2 BASE YEAR
4.3 SCOPE OF THE STUDY
4.3.1 MARKET SEGMENTATION BY COMPONENT
4.3.2 MARKET SEGMENTATION BY APPLICATION
4.3.3 MARKET SEGMENTATION BY VEHICLE TYPE
4.3.4 MARKET SEGMENTATION BY GEOGRAPHY
5 REPORT ASSUMPTIONS & CAVEATS
5.1 KEY CAVEATS
5.2 CURRENCY CONVERSION
5.3 MARKET DERIVATION
6 PREMIUM INSIGHTS
6.1 MARKET DEFINITION
6.2 REPORT OVERVIEW
6.3 OPPORTUNITIES & CHALLENGE ANALYSIS
6.4 SEGMENT ANALYSIS
6.5 REGIONAL ANALYSIS
6.6 COMPETITIVE LANDSCAPE
7 MARKET AT A GLANCE
8 INTRODUCTION
8.1 OVERVIEW
8.2 SOCIETY OF AUTOMOTIVE ENGINEERS (SAE)
8.3 GLOBAL AUTOMOTIVE INDUSTRY
8.4 GLOBAL SEMICONDUCTOR MARKET
8.5 RECENT DEVELOPMENTS
8.6 GLOBAL ECONOMIC SCENARIO
9 MARKET OPPORTUNITIES & TRENDS
9.1 GROWING ADOPTION OF SILICON CARBIDE IN THE AUTOMOTIVE SEMICONDUCTOR INDUSTRY
9.2 NEW AND ADVANCED FEATURES IN MODERN VEHICLES
9.3 RISING DEVELOPMENT OF AUTONOMOUS VEHICLES
9.4 HIGH DEMAND FOR INFOTAINMENT AND TELEMATICS SERVICES
10 MARKET GROWTH ENABLERS
10.1 GROWING EV INDUSTRY
10.2 HIGH USAGE OF SYSTEM-ON-CHIP (SOC)
10.3 ADVANCED AUTOMOTIVE SEMICONDUCTORS TO FACILITATE AI, ML & IOT
11 MARKET RESTRAINTS
11.1 LACK OF SKILLED LABOR
11.2 SHORTAGE OF SEMICONDUCTORS
12 MARKET LANDSCAPE
12.1 MARKET OVERVIEW
12.2 MARKET SIZE & FORECAST
12.3 VENDOR ANALYSIS
12.4 DEMAND INSIGHTS
12.5 COMPONENT
12.5.1 MARKET SIZE & FORECAST
12.6 APPLICATION
12.6.1 MARKET SIZE & FORECAST
12.7 VEHICLE TYPE
12.7.1 MARKET SIZE & FORECAST
12.8 FIVE FORCES ANALYSIS
12.8.1 THREAT OF NEW ENTRANTS
12.8.2 BARGAINING POWER OF SUPPLIERS
12.8.3 BARGAINING POWER OF BUYERS
12.8.4 THREAT OF SUBSTITUTES
12.8.5 COMPETITIVE RIVALRY
13 COMPONENT
13.1 MARKET SNAPSHOT & GROWTH ENGINE
13.2 MARKET OVERVIEW
13.3 MICROCONTROLLERS
13.3.1 MARKET OVERVIEW
13.3.2 MARKET SIZE & FORECAST
13.3.3 MARKET BY GEOGRAPHY
13.4 SENSORS
13.4.1 MARKET OVERVIEW
13.4.2 MARKET SIZE & FORECAST
13.4.3 MARKET BY GEOGRAPHY
13.5 MEMORY
13.5.1 MARKET OVERVIEW
13.5.2 MARKET SIZE & FORECAST
13.5.3 MARKET BY GEOGRAPHY
13.6 DISCRETE POWER DEVICES
13.6.1 MARKET OVERVIEW
13.6.2 MARKET SIZE & FORECAST
13.6.3 MARKET BY GEOGRAPHY
13.7 TRANSCEIVERS
13.7.1 MARKET OVERVIEW
13.7.2 MARKET SIZE & FORECAST
13.7.3 MARKET BY GEOGRAPHY
13.8 OTHER
13.8.1 MARKET OVERVIEW
13.8.2 MARKET SIZE & FORECAST
13.8.3 MARKET BY GEOGRAPHY
14 APPLICATION
14.1 MARKET SNAPSHOT & GROWTH ENGINE
14.2 MARKET OVERVIEW
14.3 POWERTRAIN
14.3.1 MARKET OVERVIEW
14.3.2 MARKET SIZE & FORECAST
14.3.3 MARKET BY GEOGRAPHY
14.4 SAFETY & ADAS
14.4.1 MARKET OVERVIEW
14.4.2 MARKET SIZE & FORECAST
14.4.3 MARKET BY GEOGRAPHY
14.5 BODY ELECTRONICS
14.5.1 MARKET OVERVIEW
14.5.2 MARKET SIZE & FORECAST
14.5.3 MARKET BY GEOGRAPHY
14.6 CHASSIS AND SUSPENSION
14.6.1 MARKET OVERVIEW
14.6.2 MARKET SIZE & FORECAST
14.6.3 MARKET BY GEOGRAPHY
14.7 INFOTAINMENT & TELEMATICS
14.7.1 MARKET OVERVIEW
14.7.2 MARKET SIZE & FORECAST
14.7.3 MARKET BY GEOGRAPHY
14.8 OTHERS
14.8.1 MARKET OVERVIEW
14.8.2 MARKET SIZE & FORECAST
14.8.3 MARKET BY GEOGRAPHY
15 VEHICLE TYPE
15.1 MARKET SNAPSHOT & GROWTH ENGINE
15.2 MARKET OVERVIEW
15.3 PASSENGER VEHICLES
15.3.1 MARKET OVERVIEW
15.3.2 MARKET SIZE & FORECAST
15.3.3 MARKET BY GEOGRAPHY
15.4 LIGHT COMMERCIAL VEHICLE
15.4.1 MARKET OVERVIEW
15.4.2 MARKET SIZE & FORECAST
15.4.3 MARKET BY GEOGRAPHY
15.5 HEAVY COMMERCIAL VEHICLE
15.5.1 MARKET OVERVIEW
15.5.2 MARKET SIZE & FORECAST
15.5.3 MARKET BY GEOGRAPHY
16 GEOGRAPHY
16.1 MARKET SNAPSHOT & GROWTH ENGINE
16.2 GEOGRAPHIC OVERVIEW
17 APAC
17.1 MARKET OVERVIEW
17.2 PEST ANALYSIS
17.2.1 POLITICAL
17.2.2 ECONOMIC
17.2.3 SOCIAL
17.2.4 TECHNOLOGY
17.3 MARKET SIZE & FORECAST
17.4 COMPONENT
17.4.1 MARKET SIZE & FORECAST
17.5 APPLICATION
17.5.1 MARKET SIZE & FORECAST
17.6 VEHICLE TYPE
17.6.1 MARKET SIZE & FORECAST
17.7 KEY COUNTRIES
17.7.1 CHINA: MARKET SIZE & FORECAST
17.7.2 JAPAN: MARKET SIZE & FORECAST
17.7.3 INDIA: MARKET SIZE & FORECAST
17.7.4 SOUTH KOREA: MARKET SIZE & FORECAST
17.7.5 AUSTRALIA: MARKET SIZE & FORECAST
18 NORTH AMERICA
18.1 MARKET OVERVIEW
18.2 PEST ANALYSIS
18.2.1 POLITICAL
18.2.2 ECONOMIC
18.2.3 SOCIAL
18.2.4 TECHNOLOGY
18.3 MARKET SIZE & FORECAST
18.4 COMPONENT
18.4.1 MARKET SIZE & FORECAST
18.5 APPLICATION
18.5.1 MARKET SIZE & FORECAST
18.6 VEHICLE TYPE
18.6.1 MARKET SIZE & FORECAST
18.7 KEY COUNTRIES
18.7.1 US: MARKET SIZE & FORECAST
18.7.2 CANADA: MARKET SIZE & FORECAST
19 EUROPE
19.1 MARKET OVERVIEW
19.2 PEST ANALYSIS
19.2.1 POLITICAL
19.2.2 ECONOMIC
19.2.3 SOCIAL
19.2.4 TECHNOLOGY
19.3 MARKET SIZE & FORECAST
19.4 COMPONENT
19.4.1 MARKET SIZE & FORECAST
19.5 APPLICATION
19.5.1 MARKET SIZE & FORECAST
19.6 VEHICLE TYPE
19.6.1 MARKET SIZE & FORECAST
19.7 KEY COUNTRIES
19.7.1 GERMANY: MARKET SIZE & FORECAST
19.7.2 UK: MARKET SIZE & FORECAST
19.7.3 FRANCE: MARKET SIZE & FORECAST
19.7.4 ITALY: MARKET SIZE & FORECAST
19.7.5 SPAIN: MARKET SIZE & FORECAST
20 MIDDLE EAST & AFRICA
20.1 MARKET OVERVIEW
20.2 PEST ANALYSIS
20.2.1 POLITICAL
20.2.2 ECONOMIC
20.2.3 SOCIAL
20.2.4 TECHNOLOGY
20.3 MARKET SIZE & FORECAST
20.4 COMPONENT
20.4.1 MARKET SIZE & FORECAST
20.5 APPLICATION
20.5.1 MARKET SIZE & FORECAST
20.6 VEHICLE TYPE
20.6.1 MARKET SIZE & FORECAST
20.7 KEY COUNTRIES
20.7.1 SAUDI ARABIA: MARKET SIZE & FORECAST
20.7.2 UAE: MARKET SIZE & FORECAST
20.7.3 SOUTH AFRICA: MARKET SIZE & FORECAST
21 LATIN AMERICA
21.1 MARKET OVERVIEW
21.2 PEST ANALYSIS
21.2.1 POLITICAL
21.2.2 ECONOMIC
21.2.3 SOCIAL
21.2.4 TECHNOLOGY
21.3 MARKET SIZE & FORECAST
21.4 COMPONENT
21.4.1 MARKET SIZE & FORECAST
21.5 APPLICATION
21.5.1 MARKET SIZE & FORECAST
21.6 VEHICLE TYPE
21.6.1 MARKET SIZE & FORECAST
21.7 KEY COUNTRIES
21.7.1 BRAZIL: MARKET SIZE & FORECAST
21.7.2 MEXICO: MARKET SIZE & FORECAST
21.7.3 REST OF LATIN AMERICA: MARKET SIZE & FORECAST
