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汽車電子

市場調查報告書

商品編碼

1446820

全球汽車電子市場 - 2024-2031

Global Automotive Electronics Market - 2024-2031

出版日期: 2024年02月13日 | 出版商:

DataM Intelligence | 英文 183 Pages | 商品交期: 約2個工作天內

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簡介目錄

概述

全球汽車電子市場將於 2023 年達到 65 億美元，預計到 2031 年將達到 124 億美元，2024-2031 年預測期間CAGR為 8.5%。

自動駕駛中的替代驅動和安全方面增加了電網需求。車輛安全性和舒適性需要更多電力，而電氣化則可以減少二氧化碳排放。它需要擴大充電基礎設施、升級電網、實施智慧解決方案和使用能源儲存。

根據「2050年淨零排放」情景，計畫到2031年電動車保有量將超過3億輛，其中電動車佔新車銷量的60%。目標是逐步將其銷售佔有率每年增加不到 6%。電動車銷售的成長正在推動電氣化領域的大量投資，到2021 年，電氣化投資佔交通運輸業最終用途投資總額的65% 以上。國際能源總署估計，這一比例到2022 年將進一步增加到74% 以上。

到2023年，北美預計將成為成長第二快的地區，約佔全球汽車電子市場的25%。該地區的許多汽車電子公司正在建立合作夥伴關係和協作，以擴大其市場地位。例如，2023年1月，一家美國汽車電子供應商宣布與半導體和軟體製造商高通進行技術合作，打造先進的汽車駕駛艙域控制器，以實現汽車公司的現代化駕駛艙。

動力學

軟體和電氣元件的成長

自動駕駛、連網汽車、動力總成電氣化和共享出行的融合被稱為 ACES 趨勢，正在重塑汽車電子產業。這些趨勢相互關聯、相輔相成，導致整個汽車電子價值鏈發生重大破壞，並影響所有相關利害關係人。

這些趨勢的一個關鍵後果是汽車軟體和電氣電子元件市場的快速成長。根據最近的分析，該市場預計將以 7% 的年複合成長率成長，從2020 年的2,380 億美元擴大到2031 年的4,690 億美元。相比之下，整個汽車市場預計將以複合年成長率成長。同期年增率為3%。這表明軟體和電子設備市場的成長將顯著超過整體市場的成長。

不斷發展的汽車工業

先進電子產品的整合有助於開發自動駕駛功能、連接功能、電氣化動力系統和新的行動服務。因此，汽車公司及其高管已將重點轉向電子產品，並認知到軟體和電子/電子組件在滿足行業不斷變化的需求方面的至關重要性。

汽車對軟體和電子元件的日益依賴導致了傳統汽車製造商和科技公司之間的合作、投資和戰略夥伴關係。這些合作夥伴關係旨在利用軟體開發、連接解決方案和先進電子產品方面的專業知識，在不斷發展的汽車領域保持競爭力。

現代車輛中複雜的汽車電子系統

現代高檔汽車的複雜性日益增加，特別是在汽車電子系統的背景下，由於資訊娛樂和駕駛輔助應用等因素推動汽車功能的擴展，汽車電子系統的複雜性顯著增加。這項擴展擴展到車輛內的各種其他應用領域。

汽車電子系統日益複雜，為設計、開發、整合和整體系統管理帶來了挑戰。資訊娛樂系統、駕駛輔助系統、連接性和其他應用程式等先進功能的整合需要各種電子元件和子系統之間複雜的協調和同步。

Alternative drives and safety aspects in autonomous driving increase power electrical grid demands. More electrical power is needed for vehicle safety and comfort, while electrification reduces CO2 emissions. It requires expanding charging infrastructure, upgrading the grid, implementing smart solutions and using energy storage.

In line with the Net Zero Emissions by 2050 Scenario, the plan is to have an electric car fleet of over 300 million by 2031, with electric cars accounting for 60% of new car sales. The goal is to gradually increase their sales share by less than 6% per year. The growth in electric vehicle sales is driving significant investment in electrification which was accounted for more than 65% of overall end-use investment in the transport sector in 2021. The International Energy Agency estimates this share further increase to over 74% in 2022.

In 2023, North America is expected to be the second-fastest growing region, holding about 25% of the global automotive electronics market. Many automotive electronics companies in the region are launching partnerships and collaborations to expand their market position. For example, in January 2023, a U.S.-based automotive electronics supplier announced a technical collaboration with semiconductor and software maker Qualcomm to build an advanced automotive cockpit domain controller to enable automotive firms' modern cockpits.

Dynamics

Growth in Software and Electrical Components

The convergence of autonomous driving, connected vehicles, electrification of powertrains and shared mobility which is known as the ACES trends, reshaping the automotive electronics industry. The trends are interconnected and mutually reinforcing, leading to significant disruptions across the automotive electronics value chain and impacting all stakeholders involved.

One key consequence of these trends is the rapid growth in the market for automotive software and electrical and electronic components. According to a recent analysis the market is projected to experience a compound annual growth rate of 7 percent, expanding from US$ 238 billion in 2020 to US$ 469 billion by 2031. In comparison, the overall automotive market is expected to grow at a compound annual rate of 3% during the same period. It indicates that the software and E/E market will outpace overall market growth significantly.

Evolving Automotive Industry

The integration of advanced electronics enables the development of autonomous driving capabilities, connectivity features, electrified powertrains and new mobility services. As a result, automotive companies and their executives have shifted their focus to electronics recognizing the critical importance of software and E/E components in meeting the evolving demands of the industry.

The increasing reliance on software and electronic components in vehicles has led to collaborations, investments and strategic partnerships between traditional automotive manufacturers and technology companies. The partnerships aim to leverage expertise in software development, connectivity solutions and advanced electronics to stay competitive in the evolving automotive landscape.

Complex Automotive Electronics Systems in Modern Vehicles

The increasing complexity of modern premium-class vehicles, specifically in the context of automotive electronics systems significantly grown due to the expansion of functionality in cars which are driven by factors such as infotainment and driver assistance applications. The expansion extends to various other fields of application within vehicles.

The growing complexity of automotive electronics systems poses challenges in terms of design, development, integration and overall system management. The integration of advanced features like infotainment systems, driver assistance systems, connectivity and other applications requires intricate coordination and synchronization among various electronic components and subsystems.

Segment Analysis

The global automotive electronics market is segmented based on type, end-user and region.

Rising Demand for Driving Assistance Drives the Segment Growth

Driver assistance is expected to be the fastest growing segment with 1/3rd of the market during the forecast period 2024-2031. Manufacturers like as Continental AG, DENSO Corporation, Infineon Technologies AG and Robert Bosch GmbH are creating safety systems automobiles to meet the growing need for driver assistance. Factors such as increased emphasis on vehicle safety and an increase in the incidence of road accidents help to drive the segment's growth.

For example, in March 2023, Hyundai Motor India Limited unveiled its new Hyundai Verna, which includes a level 2 ADAS system and 65 advanced safety features, among other things. The new Verna would also feature Hyundai's Smart Sense safety features, which would receive automated sensing technology with radars, cameras to detect impediments and sensors on the road and aid in correcting alerts and actions.

Geographical Penetration

Rising Presence of Major Players in Asia-Pacific

Asia-Pacific is the dominant region in the global automotive electronics market covering about 30% of the market. The region's lower costs, abundant labor and established manufacturing base have made it an attractive alternative for companies. Automotive manufacturers aim to increase their production volume by adopting modern production technology. For instance, Mercedes Benz, General Motors and Volkswagen shifted their production plants to developing countries.

Micron Technology is in discussions to set up a state-of-the-art semiconductor packaging plant in India, representing an investment of over US$ 1 billion. The move will strengthen the company's foothold in the international scene. With this new setup, Micron will create jobs, increase its production capabilities and make the latest technology available to customers in the region.

Competitive Landscape

The major global players in the market include Geotab, MiX Electronics, Verizon Connect, Teletrac Navman, Omnitracs LLC, CalAmp, Samsara, TomTom, Trimble and Fleet Complete.

COVID-19 Impact

The shortage of semiconductor chips has significantly impacted the automotive electronics industry. The COVID-19 pandemic had a significant impact on the manufacturing world, including the automotive electronics industry. China and Taiwan, as major semiconductor manufacturing hubs had faced challenges in chip production due to worker shortages and labor-related issues.

The availability of raw materials for semiconductor production was been a challenge during COVID-19 even during periods when manufacturing capacity has returned to a relatively normal level. China plays a dominant role in the production of crucial raw materials used in semiconductor manufacturing, such as silicon, germanium and gallium arsenide. The mining, processing and production industries associated with these materials have also faced labor and supply challenges similar to those experienced by Chinese manufacturers.

Russia-Ukraine War Impact

The Russian invasion of Ukraine has caused many accountable effects into the semiconductor supply chain and the automotive industry. Ukraine supplies between around 30-35% of the world's purified neon gas, while Russia supplies around 30% of palladium, a rare metal necessary for semiconductors. Furthermore, air transport of semiconductors has been drastically impacted by higher costs and reduced availability of shipping volume.

The war between Russia and Ukraine has created an additional problem for Original Equipment Manufacturers (OEMs). Owing to the competition for critical vehicle components, such as wiring harnesses, OEMs have had to reduce their production volumes to maintain supply. The decrease in demand for semiconductor-based components has added further uncertainty to the market.

AI Impact

Autonomous driving assistance systems are equipped with a combination of sensor technologies and AI processing algorithms to sense the environment surrounding a vehicle, process the data and provide the driver with information and take autonomous action. It allows driver to receive alerts of potential dangers and take the appropriate steps to avoid any potentially deadly car accidents.

AI can help provide computational requirements to vehicles, like cars. After perceiving their environment using high-resolution, 360-degree cameras and lidars, the vehicle can plan a safe route to its destination based on the data it has collected and processed. It helps ensure that the vehicle makes the safest journey.

By Type

Engine Electronics
Transmission Electronics
Chassis Electronics
Driver Assistance
Entertainment Systems
Electronic and Integrated
Cockpit Systems

By End-User

Automotive Manufacturers
Fleet Operators
Government and Public Transportation Agencies
Electronics Manufacturers

By Region

North America
- U.S.
- Canada
- Mexico
Europe
- Germany
- UK
- France
- Italy
- Russia
- Rest of Europe
South America
- Brazil
- Argentina
- Rest of South America
Asia-Pacific
- China
- India
- Japan
- Australia
- Rest of Asia-Pacific
Middle East and Africa

Key Developments

In January 2023, BMW showcased the i Vision Dee at CES 2023, providing drivers with the ability to harness the car's digital capabilities. The central control features a mixed reality slider that transforms the windshield into a periodically changing portal of digital experiences. Shy-Tech technology touch sensors enable the vehicle owner to adjust the levels of digital content.
In July 2023, Altium and Ansys partnerships to enhance the electronic design and development process by establishing a digital connection between Altium's electronic computer-aided design tools and Ansys Electronics Desktop. The collaborative integration, expected to be released in the latter half of 2023, introduces a higher degree of digital continuity, thereby mitigating development time and the potential for design mistakes.
In June 2023, AMD unveiled the Versal Premium VP1902 adaptive system-on-chip (SoC), which is touted as the world's largest adaptive SoC. With an impressive 18.5 million logic cells compressed into a 77x77 mm area on a four-tile interconnected chiplet, this SoC offers double the density and double the bandwidth compared to the previous generation Versal premium device.

Why Purchase the Report?

To visualize the global automotive electronics market segmentation based on type, end-user and region, as well as understand key commercial assets and players.
Identify commercial opportunities by analyzing trends and co-development.
Excel data sheet with numerous data points of automotive electronics market-level with all segments.
PDF report consists of a comprehensive analysis after exhaustive qualitative interviews and an in-depth study.
Product mapping available as excel consisting of key products of all the major players.

The global automotive electronics market report would provide approximately 54 tables, 45 figures and 183 pages.

Target Audience 2024

Manufacturers/ Buyers
Industry Investors/Investment Bankers
Research Professionals
Emerging Companies

1. Methodology and Scope

1.1. Research Methodology
1.2. Research Objective and Scope of the Report

2. Definition and Overview

3. Executive Summary

3.1. Snippet by Type
3.2. Snippet by End-User
3.3. Snippet by Region

4. Dynamics

4.1. Impacting Factors
- 4.1.1. Drivers
  - 4.1.1.1. Growth in Software and Electrical Components
  - 4.1.1.2. Evolving Automotive Industry
- 4.1.2. Restraints
  - 4.1.2.1. Complex Automotive Electronics Systems in Modern Vehicles
- 4.1.3. Opportunity
- 4.1.4. Impact Analysis

5. Industry Analysis

5.1. Porter's Five Force Analysis
5.2. Supply Chain Analysis
5.3. Pricing Analysis
5.4. Regulatory Analysis
5.5. Russia-Ukraine War Impact Analysis
5.6. DMI Opinion

6. COVID-19 Analysis

6.1. Analysis of COVID-19
- 6.1.1. Scenario Before COVID
- 6.1.2. Scenario During COVID
- 6.1.3. Scenario Post COVID
6.2. Pricing Dynamics Amid COVID-19
6.3. Demand-Supply Spectrum
6.4. Consumer Electronics Initiatives Related to the Market During Pandemic
6.5. Manufacturers Strategic Initiatives
6.6. Conclusion

7. By Type

7.1. Introduction
- 7.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
- 7.1.2. Market Attractiveness Index, By Type
7.2. Engine Electronics*
- 7.2.1. Introduction
- 7.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
7.3. Transmission Electronics
7.4. Chassis Electronics
7.5. Driver Assistance
7.6. Entertainment Systems
7.7. Electronic and Integrated
7.8. Cockpit Systems

8. By End-User

8.1. Introduction
- 8.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 8.1.2. Market Attractiveness Index, By End-User
8.2. Automotive Manufacturers*
- 8.2.1. Introduction
- 8.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
8.3. Fleet Operators
8.4. Government and Public Transportation Agencies
8.5. Electronics Manufacturers

9. By Region

9.1. Introduction
- 9.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Region
- 9.1.2. Market Attractiveness Index, By Region
9.2. North America
- 9.2.1. Introduction
- 9.2.2. Key Region-Specific Dynamics
- 9.2.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
- 9.2.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 9.2.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 9.2.5.1. U.S.
  - 9.2.5.2. Canada
  - 9.2.5.3. Mexico
9.3. Europe
- 9.3.1. Introduction
- 9.3.2. Key Region-Specific Dynamics
- 9.3.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
- 9.3.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 9.3.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 9.3.5.1. Germany
  - 9.3.5.2. UK
  - 9.3.5.3. France
  - 9.3.5.4. Italy
  - 9.3.5.5. Russia
  - 9.3.5.6. Rest of Europe
9.4. South America
- 9.4.1. Introduction
- 9.4.2. Key Region-Specific Dynamics
- 9.4.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
- 9.4.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 9.4.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 9.4.5.1. Brazil
  - 9.4.5.2. Argentina
  - 9.4.5.3. Rest of South America
9.5. Asia-Pacific
- 9.5.1. Introduction
- 9.5.2. Key Region-Specific Dynamics
- 9.5.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
- 9.5.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 9.5.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 9.5.5.1. China
  - 9.5.5.2. India
  - 9.5.5.3. Japan
  - 9.5.5.4. Australia
  - 9.5.5.5. Rest of Asia-Pacific
9.6. Middle East and Africa
- 9.6.1. Introduction
- 9.6.2. Key Region-Specific Dynamics
- 9.6.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
- 9.6.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User

10. Competitive Landscape

10.1. Competitive Scenario
10.2. Market Positioning/Share Analysis
10.3. Mergers and Acquisitions Analysis

11. Company Profiles

11.1. Geotab*
- 11.1.1. Company Overview
- 11.1.2. Product Portfolio and Description
- 11.1.3. Financial Overview
- 11.1.4. Key Developments
11.2. MiX Electronics
11.3. Verizon Connect
11.4. Teletrac Navman
11.5. Omnitracs LLC
11.6. CalAmp
11.7. Samsara
11.8. TomTom
11.9. Trimble
11.10. Fleet Complete

LIST NOT EXHAUSTIVE