유럽의 자동차 반도체 시장 : 점유율 분석, 산업 동향, 통계, 성장 예측(2025-2030년)
Europe Automotive Semiconductor - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
상품코드:1694043
리서치사:Mordor Intelligence
발행일:2025년 03월
페이지 정보:영문
라이선스 & 가격 (부가세 별도)
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한글목차
유럽의 자동차 반도체 시장 규모는 2025년에 154억 6,000만 달러, 2030년에는 240억 1,000만 달러에 이를 것으로 예측되며, 예측 기간 중(2025-2030년) CAGR은 9.2%를 나타낼 전망입니다.
주요 하이라이트
자동차 반도체는 자동차 산업에 특화해 설계 및 사용되는 반도체 칩의 일종입니다.이러한 칩은 자동차의 다양한 전자 부품이나 시스템의 기능에 있어 중요한 역할을 하고 있습니다. 안전 시스템, 인포테인먼트 시스템, 엔진 제어 유닛, 센서 등, 많은 기능이나 특징에 전력을 공급해, 제어하는 역할을 담당하고 있습니다.
자동차 반도체는 자동차가 기술적으로 고도화됨에 따라 점차 중요성을 늘리고 있습니다.
자동차용 반도체의 주요 용도 중 하나로 ADAS(선진운전지원시스템)가 있습니다.
반도체는 자동차의 첨단 인포테인먼트 시스템 개발에 중요한 역할을 하고 있습니다.
유럽에서는 자동차용 반도체 산업에 대한 투자가 증가하고 있으며 시장 개척을 뒷받침하고 있습니다.
023년 8월, 로버트 보쉬 GmbH, TSMC, NXP 반도체 NV, 인피니언 테크놀로지스 AG는 첨단 반도체 제조 서비스를 제공하기 위해 독일 드레스덴에 있는 ESMC(유럽 반도체 제조 회사 GmbH)에 공동으로 투자하고 첨단 반도체 제조 서비스를 제공할 계획을 발표했습니다.
이 프로젝트는 유럽 칩 방법의 틀 아래 설계되었습니다. 계획된 웨이퍼 공장은 TSMC의 28/22 나노 미터 평면 CMOS와 16/12 나노 미터 FinFET 공정 기술로월생산 4 만장(12인치)의 생산 능력을 가지고 있습니다. 첨단 FinFET 트랜지스터 기술로 유럽의 반도체 제조 에코시스템을 강화해, 약 2,000명의 하이테크 전문직의 직접 고용을 창출할 것으로 예상되고 있습니다.
반도체는 자동차의 접속성을 실현해, 커넥티드카 기술의 기반을 형성합니다. 반도체는 무선 통신 시스템에 전력을 공급해, 차량이 다른 차량(V2V), 인프라(V2I), 인터넷(V2X)과 접속할 수 있도록 합니다. 이 접속성에 의해 실시간의 데이터 교환이 용이하게 되어, 교통 정보의 갱신
환경의 지속가능성에 대한 관심이 높아져 이산화탄소 배출량을 삭감할 필요성이 높아지는 가운데 전기자동차(EV)는 유럽에서 절대적인 인기를 얻고 있습니다.
유럽의 자동차용 공업회(ACEA)에 따르면, 유럽에서의 배터리 전기자동차(BEV)와 플러그인 하이브리드 전기자동차(PHEV)의 판매 대수는 2022년 2분기 55 만 9,810대에서 2023년 3분기에는 75만 7,830대로 증가하였습니다.
그러나 개발·생산 비용이 높은 것이 조사 대상 시장의 성장에 있어서 큰 장벽이 되고 있습니다.
게다가 러시아와 우크라이나의 분쟁은 반도체 산업에 큰 영향을 미칠 것으로 예측됩니다. 이 혼란은 니켈, 팔라듐, 구리, 티타늄, 알루미늄과 같은 중요한 원료의 가격 변동을 초래하여 재료 부족을 초래할 가능성이 있습니다.
유럽의 자동차 반도체 시장 동향
승용차 부문이 시장 성장을 견인하는 전망
차량용 반도체는 승용차 안의 다양한 안전 시스템에 응용되고 있습니다.
이 반도체는 ABS(안티 브레이크 시스템), 전자 안정성 제어(ESC) 및 첨단 운전자 보조 시스템(ADAS)를 제어하는 파워 일렉트로닉스 모듈에 사용되고 있습니다.
또한 차량용 반도체는 승용차 내의 전력 관리에 중요한 역할을 하고 있습니다. 이 반도체는 DC-DC 컨버터, 전압 조정기, 기타 전력 제어 모듈에 사용되어 효율적인 배전과 전기 에너지의 최적 이용을 보장하고 있습니다.
이러한 작은 전자 부품은 차량의 다양한 시스템에 통합되어 첨단 안전 기능을 실현하고 보다 안전한 운전 경험을 보장합니다. ABS는 센서와 마이크로컨트롤러에 의해 차륜 속도를 모니터링해, 급 브레이크시의 바퀴의 락을 방지합니다.
또한 일렉트로닉 스태빌리티 컨트롤(ESC) 시스템에도 채용되고 있습니다.
유럽에 있어서의 자동차 생산 증가는 자동차 반도체 수요를 증가시킬 가능성이 높다고 합니다.
또한 커넥티드카 기술의 보급은 유저와 자동차와의 관계를 일변시켰습니다. 통신과 데이터 처리를 가능하게 하는 반도체 칩에 의존하고 있습니다.
높은 시장 성장률이 기대되는 독일
강력한 자동차 산업으로 알려진 독일은 세계 자동차용 반도체 시장의 주요 진출기업 중 하나로 자리 잡고 있습니다.
Infineon Technologies, Bosch, 콘티넨탈 AG 등의 반도체 기업은 독일에서 큰 존재감을 나타내고 있습니다.
독일의 반도체 기업은 자동차 제조업체, 연구 기관, 신흥 기업과 자주 협력해, 기술 혁신을 촉진해, 기술 진보를 추진해, 시가 총액을 높이고 있습니다.
예를 들어, 2024년 1월, Infineon Technologies AG와 GlobalFoundries는 Infineon의 AURIX TC3x 40 나노미터 차량용 마이크로컨트롤러와 파워 매니지먼트 및 접속성 솔루션공급에 관한 새로운 다년간 계약을 발표했습니다. 이 협업의 중심은 차세대 자동차 시스템의 엄격한 안전 보안 요건을 충족하면서 미션 크리티컬한 자동차 용도를 실현하기 위해 설계된 고신뢰성의 내장 비휘발성 메모리 기술 솔루션이라고 주장하고 있습니다.
유럽에서는 자동차 생산 대수가 증가하고 있어, 이 시장 수요가 확대될 가능성이 높습니다.
전기 차량 탑재(EV)와 자율주행 시스템에 대한 수요 증가가 이러한 용도 특유의 요건을 충족시키기 위한 특수 반도체의 개발을 뒷받침하고 있습니다. samt(연방자동차교통국-KBA)에 따르면, 독일에서 새롭게 등록되는 전기자동차의 수는 최근 대폭 증가하고 있으며, 2022년 47만559대에서 2023년에는 52만4,219대로 증가합니다.
독일의 자동차 제조업체는 자동차의 에너지 효율을 향상시키려고 끊임없이 노력하고 있습니다.
자율주행은 교통의 미래이며, 반도체는 이 기술혁명의 중심에 있습니다. 결정 알고리즘을 촉진하여 자율주행 시스템의 안전성과 신뢰성을 확보합니다.
유럽 차량 탑재 반도체 산업 개요
유럽의 자동차용 반도체 시장은 NXP Semiconductors NV, Infineon Technologies AG, STMicroelectronics NV, Texas Instruments Inc, Robert Bosch GMBH, Micron Technology Inc.등의 유명한 시장 참가 기업이 존재하는 반통합 시장입니다. 시장 참가 기업은 소비자의 진화하는 수요에 응하기 위해, 연구개발에의 대규모 투자, 제휴, 합병에 의해 신제품의 혁신에 노력하고 있습니다.
2024년 1월, 텍사스 기기는 자동차용 안전성과 인텔리전스를 높이기 위해 설계된 새로운 반도체를 발표했습니다.
2023년 8월, 유럽 최대급 반도체 수탁 제조 및 설계 기업인 STMicroelectronicsNV와 미국의 자동차 부품 공급자인 볼그워너는 SiC 기술을 볼그워너의 VIPER 파워 모듈에 통합함으로써 제휴했습니다.
The Europe Automotive Semiconductor Market size is estimated at USD 15.46 billion in 2025, and is expected to reach USD 24.01 billion by 2030, at a CAGR of 9.2% during the forecast period (2025-2030).
Key Highlights
An automotive semiconductor is a type of semiconductor chip specifically designed and used in the automotive industry. These chips play a crucial role in the functioning of various electronic components and systems in vehicles. They are responsible for powering and controlling many features and functions, including safety systems, infotainment systems, engine control units, sensors, etc.
Automotive semiconductors have become increasingly important as vehicles have become more technologically advanced. They are essential for integrating advanced technologies such as autonomous driving, electric powertrains, and connected car systems. These semiconductors are designed to meet the specific requirements of the automotive industry, including durability, reliability, and the ability to operate in harsh environments.
One of the primary applications of automotive semiconductors is in Advanced Driver Assistance Systems (ADAS). These systems use sensors, cameras, and processors to enhance vehicle safety and assist drivers in real-time. Semiconductors enable features like adaptive cruise control, lane-keeping assist, automatic emergency braking, blind-spot detection, and pedestrian detection, making driving safer and reducing the risk of accidents.
Semiconductors play a crucial role in developing advanced infotainment systems in vehicles. These systems provide a seamless integration of entertainment, navigation, and communication features. Automotive semiconductors enable touchscreens, voice recognition, connectivity options, and multimedia playback, transforming the driving experience into a personalized and connected one.
The increasing investments in the automotive semiconductor industry in Europe are likely to aid the development of the market studied. For instance, in August 2023, Robert Bosch GmbH, TSMC, NXP Semiconductors NV, and Infineon Technologies AG announced a plan to jointly invest in ESMC (European Semiconductor Manufacturing Company GmbH) in Dresden, Germany, to offer advanced semiconductor manufacturing services. ESMC is claimed to mark a substantial step toward constructing a 300 mm fab to support the future capacity requirements of the fast-growing automotive and industrial sectors.
The project is designed under the framework of the European Chips Act. The planned fab is anticipated to have a monthly production capacity of 40,000 wafers (12-inch) on TSMC's 28/22 nanometer planar CMOS and 16/12 nanometer FinFET process technology, bolstering Europe's semiconductor manufacturing ecosystem with advanced FinFET transistor technology and creating approximately 2,000 direct high-tech professional jobs. ESMC seeks to begin construction of the fab in the second half of 2024, with production targeted to commence by the end of 2027.
Semiconductors enable vehicle connectivity, forming the foundation for connected car technology. They power wireless communication systems, allowing vehicles to connect with other vehicles (V2V), infrastructure (V2I), and the internet (V2X). This connectivity facilitates real-time data exchange, enabling features like traffic updates, remote vehicle diagnostics, over-the-air updates, and even autonomous driving capabilities.
With the increasing concern for environmental sustainability and the necessity to reduce carbon emissions, electric vehicles (EVs) have gained immense popularity in Europe. EVs rely heavily on semiconductor technology for power management, battery management, and motor control systems. As the demand for EVs continues to rise, so does the demand for automotive semiconductors.
According to the European Automobile Manufacturers Association (ACEA), the sales volume of battery electric (BEV) and plug-in hybrid electric vehicles (PHEV) in Europe increased from 559.81 thousand in Q2 2022 to 757.83 thousand in Q3 2023. Such an increase in the demand for EVs would offer lucrative opportunities for the growth of the studied market.
However, the high cost of development and production is a significant barrier to the growth of the market studied. The complex manufacturing processes and testing requirements make these semiconductors expensive, limiting their affordability for both manufacturers and consumers.
Furthermore, the conflict between Russia and Ukraine is expected to significantly impact the semiconductor industry. The conflict has already exacerbated the electronics & semiconductor supply chain issues and the chip shortage that have affected the industry for some time. The disruption may result in volatile pricing for critical raw materials such as nickel, palladium, copper, titanium, and aluminum, resulting in material shortages. This, in turn, could impact the manufacturing of automotive semiconductors.
Europe Automotive Semiconductor Market Trends
The Passenger Vehicles Segment is Expected to Drive the Market's Growth
Automotive semiconductors find applications in various safety systems within passenger vehicles. These semiconductors are used in power electronics modules that control the anti-lock braking system (ABS), electronic stability control (ESC), and advanced driver-assistance systems (ADAS). By accurately monitoring and adjusting power flow, these systems enhance vehicle stability, traction, and overall safety.
Moreover, automotive semiconductors play a crucial role in power management within passenger vehicles. These semiconductors are used in DC-DC converters, voltage regulators, and other power control modules, ensuring efficient power distribution and optimal utilization of electrical energy.
These tiny electronic components are integrated into different systems within the vehicle, enabling advanced safety features and ensuring a safer driving experience. One of the primary applications of automotive semiconductors in passenger vehicle safety is the anti-lock braking system (ABS). ABS relies on sensors and microcontrollers to monitor wheel speed and prevent wheel lock-up during sudden braking. By rapidly modulating brake pressure, automotive semiconductors help maintain vehicle stability, prevent skidding, and reduce the risk of accidents.
They are also employed in electronic stability control (ESC) systems. ESC uses sensors, accelerometers, and microcontrollers to monitor vehicle dynamics and apply selective braking to individual wheels. Automotive semiconductors enable real-time data processing and precise control, enhancing vehicle stability and preventing loss of control in hazardous situations.
The increasing automotive production in Europe is likely to increase the demand for automotive semiconductors. For instance, according to OICA, around 1.5 million motor vehicles were produced in France in 2023, 68.2% of which were passenger cars. In 2022, approximately 1.3 million cars were produced in France.
Furthermore, the proliferation of connected car technologies has transformed the way users interact with vehicles. From infotainment systems to advanced driver assistance systems (ADAS), connected car technologies rely on semiconductor chips to enable seamless communication and data processing. With the increasing integration of internet connectivity, cloud services, and data analytics in vehicles, the demand for automotive semiconductors is expected to grow exponentially.
Germany is Expected to Witness High Market Growth Rate
Germany, known for its strong automotive industry, has established itself as one of the leading players in the global automotive semiconductor market. With a robust ecosystem of automotive manufacturers, suppliers, and technology companies, Germany has become a hub for semiconductor development and production. Semiconductor companies like Infineon Technologies, Bosch, and Continental AG have a significant presence in Germany. These companies specialize in producing a diverse range of automotive semiconductors, including microcontrollers, sensors, power management ICs, and connectivity solutions.
German semiconductor companies often collaborate with automotive manufacturers, research institutions, and start-ups to foster innovation, drive technological advancements, and enhance their market capitalization.
For instance, in January 2024, Infineon Technologies AG and GlobalFoundries announced a new multi-year agreement on the supply of Infineon's AURIX TC3x 40 nanometer automotive microcontrollers and power management and connectivity solutions. The additional capacity is anticipated to contribute to secure Infineon's business growth from 2024 through 2030. At the center of this collaboration is claimed to be a highly reliable embedded non-volatile memory technology solution that is designed to enable mission-critical automotive applications while satisfying the stringent safety and security requirements for next-generation vehicle systems.
The increasing automobile production in Europe is likely to augment the demand for the market studied. For instance, according to the International Organization of Motor Vehicle Manufacturers (OICA), in 2023, Germany was the largest automobile manufacturing country in Europe, with approximately 4.1 million vehicles produced.
The increasing demand for electric vehicles (EVs) and autonomous driving systems has driven the development of specialized semiconductors to meet the unique requirements of these applications. For instance, according to the Kraftfahrt-Bundesamt (Federal Motor Transport Authority - KBA), the number of new electric cars registered in Germany has grown significantly in recent years, increasing from 470,559 in 2022 to 524,219 in 2023.
Automotive manufacturers in Germany are constantly striving to improve the energy efficiency of vehicles. Semiconductor technology enables more efficient power management and control systems, resulting in decreased energy consumption and increased overall efficiency. With stricter regulations on fuel economy and emissions, the demand for automotive semiconductors that contribute to energy-efficient solutions will continue to rise.
Autonomous driving is the future of transportation, and semiconductors are at the heart of this technological revolution. These components power the advanced sensors, cameras, LiDAR, radar, and AI processors that enable autonomous vehicles to perceive, interpret, and respond to their surroundings. Semiconductors facilitate complex decision-making algorithms, ensuring the safety and reliability of autonomous driving systems. German semiconductor companies are at the forefront of developing sensors, vision systems, and AI chips that enable vehicles to perceive their surroundings and make intelligent decisions in real time.
Europe Automotive Semiconductor Industry Overview
The European automotive semiconductor market is a semiconsolidated market with the presence of several prominent market players like NXP Semiconductors NV, Infineon Technologies AG, STMicroelectronics NV, Texas Instruments Inc., Robert Bosch GMBH, Micron Technology Inc., etc. The market players are striving to innovate new products by way of extensive investments in R&D, collaborations, and mergers to cater to the evolving demands of consumers.
January 2024: Texas Instruments introduced new semiconductors designed to enhance automotive safety and intelligence. The AWR2544 77 GHz millimeter-wave radar sensor chip is designed for satellite radar architectures, enabling higher levels of autonomy by improving sensor fusion and decision-making in ADAS.
August 2023: STMicroelectronics NV, one of the largest European semiconductor contract manufacturing and design companies, and BorgWarner, an American automotive supplier, joined forces to integrate SiC technology into BorgWarner's VIPER power modules. This integration strives to support Volvo Cars' transition to full vehicle electrification by 2030.
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 Buyers
4.2.3 Threat of New Entrants
4.2.4 Threat of Substitutes
4.2.5 Intensity of Competitive Rivalry
4.3 Industry Value Chain Analysis
4.4 Impact of COVID-19, Aftereffects, and Other Macroeconomic Trends on the Market
5 MARKET DYNAMICS
5.1 Market Drivers
5.1.1 Increasing Vehicle Production and Adoption of EVS
5.1.2 Growing Demand For Advanced Safety and Comfort Systems Augmented by Government Regulations
5.2 Market Restraint
5.2.1 Increasing Costs Associated With Growing Advance Features
