電動汽車半導體器件市場——COVID-19 的增長、趨勢、影響和預測 (2023-2028)

預測期內，電動汽車半導體器件市場預計將以 30.2% 的複合年增長率增長。

政府加大引入電動汽車的力度，以及對電動汽車更長行駛距離和更短充電時間的需求不斷增加，正在推動電動汽車對半導體器件的需求增加。

主要亮點

• 汽車製造業受到全球半導體芯片短缺的沉重打擊。 一家大型汽車製造商報告稱，由於半導體芯片短缺，產量下降了約 40%。 出於這個原因，各地區正在做出各種努力來增加芯片產量。 例如，2022 年 8 月，美國通過了 CHIPS 法案（Creating Helpful Incentives to Producing Semiconductors）。 該部門預計將有527億美元的資金，將用於半導體研發和生產。
• 此外，2022 年 9 月，Vedanta Ltd. 和台灣富士康與古吉拉特邦政府簽署了諒解備忘錄，投資 1.54 萬億美元建立半導體和顯示器 FAB 製造設備。。 Vedanta Displays Ltd. 將投資 94,500 挪威克朗（945,000 美元）建立一個顯示 FAB 單元。
• 在 SiC 半導體市場，由於政府對減少二氧化碳排放量的要求發生變化以及主要汽車製造商對乘用車進行電氣化，因此需求正在增長。 SiC 還用於電動汽車電池應用。 當用於電池時，它可以增加單次充電的行駛裡程，縮短充電時間，並通過降低電池容量和重量來提高電池效率。
• 在這個市場上，各種汽車製造商都在大力投資電動汽車的生產。 例如，2022 年 4 月，本田汽車宣布計劃在未來十年投資 630 億美元用於電動汽車開發。 該汽車製造商計劃在研發上投入約 8 萬億日元（610 億美元），其中約 5 萬億日元（380 億美元）將專注於電氣化和軟件。
• COVID-19 疫情從供需兩方面影響了整個半導體製造市場。 此外，全球半導體工廠的停產和關閉加劇了供應短缺。 然而，其中許多影響都是短期的。 隨著世界各國政府採取預防和安全措施支持汽車和半導體行業，行業增長有望復蘇。
• 根據韓國汽車技術研究所 (Katech) 的數據，2020 年左右開始的全球汽車半導體短缺將在未來兩到三年內繼續影響全球汽車行業。 2023年之後，部分業務可能仍會受到影響。 Katech 表示，截至 2021 年 9 月，大眾汽車、通用汽車、Stellantis 和本田等全球主要汽車製造商的累計產量較 2019 年同期下降約 30%。 而現代汽車集團旗下的韓國兩大車企現代汽車和起亞，2021年前三季度的產量僅比2019年減少了14%。

電動汽車用半導體器件市場趨勢

電動汽車越來越多地採用傳感器、IC 和自動化系統，預計將推動市場增長

• 在電動汽車市場，向更小節點（約 10 納米）的轉變將使半導體公司因更高的功率和性能而獲得競爭優勢。
• ADAS 系統在電動汽車中的廣泛採用是半導體設備市場的主要推動力。 在這方面，自動駕駛技術等先進移動解決方案的推出是亞太地區汽車半導體市場的主要推動力。 自動駕駛汽車包括自適應巡航控制系統 (ACC)、盲點監控器、無眩光遠光燈和像素燈、自動泊車系統、汽車夜視系統、自動制動系統、側風穩定器、輔助器睡意檢測系統、變道等。高級駕駛員輔助系統，例如輔助系統。 這些先進的驅動系統由半導體驅動。
• 2022 年 7 月，索尼宣布了其電動汽車和自動駕駛工作的下一步計劃，即採用一種新的自動駕駛傳感器，該傳感器可將車輛車載系統使用的電力減少多達 70%。。 此外，到 2022 年，索尼有望在這一領域更加活躍，索尼將成立 EV 部門，與本田合作，旨在為自動駕駛提供圖像傳感器。 因此，這些電動汽車市場因素正在推動全球汽車半導體市場。
• 從大功率模塊和功率半導體到傳感器和分立元件，Infineon Technologies 針對電動汽車的五個關鍵領域提供優化電源效率和微控制器的解決方案。 預計這些措施將影響所研究的市場並為其增長做出積極貢獻。
• 所有頂級汽車製造商都在努力使電動汽車更普及。 例如，寶馬正在推動在未來幾年內將其總銷量的 15-25% 用於電動汽車，而本田的目標是到 2030 年將其總銷量的三分之二用於電動汽車。我的目標是。 這些目標將推動電動汽車市場上廣泛使用半導體設備。
• 2022 年 6 月，Microchip 發布了專為 EV 電機控制應用打造的 LX34070 IC，將其廣泛的電感式位置傳感器產品線擴展到 EV 電機控制市場。 LX34070 具有差分輸出、高速採樣率和符合 ISO 26262 標準的功能安全功能，具有 ASIL-C（汽車安全完整性等級-C）分類。 這些領先公司的技術創新不斷推動研究市場的增長。

亞太地區佔據重要市場份額

• 該地區正在增加電動汽車的產量，以滿足其客戶的高需求。 根據中國汽車工業協會的數據，中國將在 2021 年生產 290 萬輛純電動汽車，比 2020 年增長 166%。 同年，中國生產了約 601,000 輛插電式混合動力汽車，比 2020 年增長了 131%。
• 隨著電動汽車 (EV) 的普及，對碳化矽 (SiC) 基部件、氮化鎵 (GaN) 芯片以及高輸出和高能效部件等化合物半導體的需求不斷增加。 基於 SiC 的器件也可用於提高電源效率、延長充電時間、提高速度並增強電動汽車的牽引力。
• 各國政府都在努力提高汽車芯片的產量。 例如，2021年3月，韓國政府宣布未來兩年將向國內汽車半導體市場投資1768億美元。 為了抵□□消潛在的長期影響，各國政府正在採取措施解決全球芯片短缺問題。
• 此外，該地區還出現了各種供應商之間的戰略聯盟，推動了對半導體設備的需求。 例如，2022 年 3 月，索尼公司和本田汽車有限公司宣布合作開發和銷售電池驅動的電動汽車。 該合資企業將於今年成立，目標是在 2025 年推出首款車型。
• 此外，2022 年 6 月，日本芯片製造商 Renesas Electronics 與 Tata Motors 合作設計、開發和製造半導體解決方案。 兩家公司關注的合作領域包括在先進駕駛輔助系統 (ADAS) 和包括 5G 在內的無線網絡解決方案等新興汽車技術方面的非排他性合作夥伴關係。

電動汽車半導體器件市場競爭者分析

電動汽車用半導體器件市場競爭激烈，眾多國內外廠商活躍。 隨著市場的擴大和更多機會的出現，預計在不久的將來會有更多的玩家進入這個市場。 所研究市場的主要參與者包括 STMicroelectronics、Renesas Electronics 和 Texas Instruments。 這些主要參與者正在採取各種增長戰略，例如新產品發布、併購、業務擴張、合作夥伴關係和合資企業，以鞏固其在該市場的地位。

• 2022 年 10 月 - ST Microelectronics 發布了一款新的微控制器 (MCU)，適用於利用面向領域的無線可更新系統和電動傳動系統的電動汽車。
• 2022 年 5 月 - 日立能源宣布推出其開創性的電動汽車功率半導體模塊“RoadPak”。 負載包是使用碳化矽 (SiC) 技術的小型模塊，可為快速充電提供出色的功率密度水平，在車輛的整個使用壽命期間提供可靠性，並為最大行駛裡程提供最小的功率損耗。.

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
  • 買家的議價能力
  • 新進入者的威脅
  • 替代品的威脅
  • 競爭公司之間的敵對關係
• 評估 COVID-19 的市場影響

第 5 章市場動態

• 市場驅動力
  • 擴大電動汽車中傳感器、IC 和自動化系統的使用範圍
  • 對電動汽車更長續航裡程和更短充電時間的需求增加
• 市場挑戰
  • 汽車總成本增加
  • 缺乏籌碼

第 6 章市場細分

• 車輛類型
  • 純電動汽車 (BEV)
  • 插電式混合動力汽車 (PHEV)
• 部分
  • 模擬
  • 內存
  • 離散
  • 邏輯
  • 其他部分
• 通過申請
  • 動力總成
  • 底盤與安全
  • 信息娛樂和遠程信息處理
  • 身體/便利
  • 高級駕駛輔助系統
• 各地區構成比
  • 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
  • Infineon Technologies
  • STMicroelectronics
  • NXP Semiconductors
  • Texas Instruments
  • Renesas Electronic
  • Microchip Technology
  • On Semiconductor Corporation
  • Analog Devices Inc.
  • ROHM Co. Ltd
  • Toshiba Corporation

第8章 投資分析

第9章 市場將來性

The semiconductor devices market for electric vehicles is expected to grow at a CAGR of 30.2% over the forecast period. The growing initiatives by the government for the adoption of electric vehicles and the rising demand for the longer driving range and faster charging time in EVs drive the need for electric vehicles' semiconductor devices.

Key Highlights

• The automobile manufacturing industry has been hit hard by semiconductor chip shortages globally. Leading carmakers reported a reduction in production by as much as about 40% due to these shortages. Owing to this, various initiatives were taken by regions to boost chip production. For instance, in August 2022, the United States passed the CHIPS act (Creating Helpful Incentives to Produce Semiconductors). The division received funding of USD 52.7 billion, which is expected to be used for the research, development, and production of semiconductors.
• Furthermore, in September 2022, Vedanta Ltd and Taiwan's Foxconn signed an MoU with the Gujarat government for a USD 1.54 trillion investment for setting up a semiconductor and display FAB manufacturing unit. Vedanta Displays Ltd. will set up the display FAB unit at an investment of INR 94,500 crore (USD 945,000 million) .
• The changing government requirements regarding the reduction of CO2 emissions, coupled with the electrification of passenger vehicles by various major automakers, are contributing to the growth of demand for SiC-based semiconductors in the market. Moreover, SiC is used for applications in EV batteries. As a result of its use in batteries, it extends the driving range per charge, reduces the time it takes to charge the battery, and increases battery efficiency by requiring less battery capacity and weight.
• The market is witnessing significant investments from various carmakers to produce Electric Vehicles. For instance, in April 2022, Honda Motor Co. Ltd. announced its plans to invest USD 63 billion in electric vehicle development over the next decade. The auto manufacturer plans to budget approximately JPY 8 trillion (USD 61 Billion) for its research and development expenses, with approximately JPY 5 trillion (USD 38 billion) focused on electrification and software.
• The COVID-19 pandemic influenced the overall semiconductor manufacturing market from the demand and supply sides. Additionally, the global lockdowns and closure of semiconductor plants further fueled the supply shortage. However, many of these effects are to be short-term effects. Precautions and safeguards by governments globally to support automotive and semiconductor sectors could help revive industry growth.
• According to the Korea Automotive Technology Institute or Katech, the global shortage of automotive semiconductors that started around 2020 will continue to affect the global car industry over a couple of years. Even after 2023, some companies may still be affected.​ Until September 2021, major global automakers such as Volkswagen, GM Motors, Stellantis, and Honda witnessed their accumulated production volume fall by around 30% from the same period in 2019, according to Katech. However, Hyundai Motor and Kia, Korea's two leading automotive firms under Hyundai Motor Group, produced only 14% fewer vehicles during the first three quarters of 2021 compared to 2019.​

Electric Vehicles Semiconductor Devices Market Trends

Increased Use of Sensors, ICs and Automated Systems in Electric Vehicles is Expected to Drive the Market Growth

• The shift towards smaller nodes (approximately 10 nm) in the EV market will give semiconductor companies a competitive advantage by offering increased power and performance.
• The extensive use of ADAS systems in electric vehicles is a significant driver for the semiconductor device market. In this regard, introducing advanced mobility solutions, such as autonomous driving technology, is a significant growth driver for the APAC automotive semiconductor market. Autonomous vehicles are equipped with advanced driver-assistance systems, such as adaptive cruise control (ACC), blind spot monitor, glare-free high beam and pixel light, automatic parking system, automotive night vision system, automatic braking system, crosswind stabilizer, driver drowsiness detection system, lane change assistance system, and others. These advanced driving systems are stimulated with the help of semiconductors.
• In July 2022, Sony announced its next step in its electric vehicle and autonomous driving efforts, preparing a new sensor for autonomous driving that could slash the power used by a vehicle's onboard systems by as much as 70%. Furthermore, in 2022, Sony has been seen as more active in this area, launching an EV division and partnership with Honda and setting a goal to supply autonomous driving image sensors. These factors in the EV market, therefore, drive the automotive semiconductor market globally.
• Infineon Technologies targets five key areas within the electrified vehicle with solutions to optimize power efficiency and microcontrollers, ranging from high-power modules and power semiconductors to sensors and discrete components. These steps are expected to impact the studied market and help in its growth positively.
• Every top automaker continues to make electric cars more accessible. For instance, BMW is pushing for electric vehicles to make up 15-25% of overall sales over the coming years, while Honda is striving for two-thirds of its overall sales to be electric cars by 2030. These goals will extensively drive the semiconductor devices in the EV market.
• In June 2022, extending the broad line of inductive position sensors into the EV motor control market, Microchip Technology announced the LX34070 IC purpose-built for EV motor control applications. The LX34070 IC includes differential outputs, fast sample rates, and features that make it functional-safety-ready for ISO 26262 compliance in the Automotive Safety Integrity Level-C (ASIL-C) classification. These innovations from leading market players are continuously driving the studied market toward growth.

Asia-Pacific to Hold Significant Market Share

• The region is witnessing an increased production of Electric Vehicles owing to the significant customer demand. According to the China Association of Automobile Manufacturers, China produced 2.9 million battery-electric vehicles in 2021, up 166% from 2020. Around 601,000 plug-in hybrid vehicles were produced in China in the same year, up by 131% from 2020.
• Demand for high-power, energy-efficient compound semiconductors, such as silicon carbide (SiC)-based components, gallium nitride (GaN) chips, and components is rising as more electric vehicles (EVs) are being used. SiC-based devices are also available to improve the power efficiency of EVs, lengthen charge times, increase speed, and boost towing capacity.
• Various governments are taking initiatives to boost the production of automotive chips. For instance, in March 2021, the South Korean government declared it would invest USD 176.8 billion in the domestic automotive semiconductor market over the next two years. To counteract potential long-term impacts, the government is taking measures in response to the global chip shortage.
• Furthermore, the region is witnessing strategic collaborations from various vendors, propelling the demand for semiconductor devices. For instance, in March 2022, Sony Corporation and Honda Motor Co. Ltd. announced their partnership to develop and sell battery-powered electric vehicles. The company will form a joint venture this year and aim to begin selling the first model in 2025.
• Moreover, in June 2022, Renesas Electronics, a Japan-based chipmaker, partnered with Tata Motors to design, develop and make semiconductor solutions. Areas of collaboration eyed by the firms include a non-exclusive partnership on emerging automotive technologies, such as advanced driver-assistance systems (ADAS) and wireless network solutions, including 5G.

Electric Vehicles Semiconductor Devices Market Competitor Analysis

The semiconductor devices market for electric vehicles is highly competitive, with many local and international players active. With the market expected to broaden and yield more opportunities, more players are expected to enter the market soon. The key players in the market studied include STMicroelectronics, Renesas Electronics, and Texas Instruments, among others. These major players have adopted various growth strategies, such as new product launches, mergers and acquisitions, expansions, partnerships, joint ventures, and others, to strengthen their position in this market.

• October 2022 - STMicroelectronics released new microcontrollers (MCUs) for electrified vehicles that utilize domain-oriented, over-the-air updatable systems and electrified drivetrains.
• May 2022 - Hitachi Energy announced the launch of RoadPak, its pioneering power semiconductor module for electric vehicles. It is a compact module that uses silicon carbide (SiC) technology to achieve exceptional power density levels for faster charging, reliability over the vehicle's lifetime, and least power losses for the longest possible driving range.

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 Assessment of the Impact of COVID-19 on the Market

5 MARKET DYNAMICS

• 5.1 Market Drivers
  • 5.1.1 Increased Use of Sensors, ICs and Automated Systems in Electric Vehicles
  • 5.1.2 Rising demand for longer driving range and faster charging time in EVs
• 5.2 Market Challenges
  • 5.2.1 Increase in Overall Cost of the Vehicle
  • 5.2.2 Chip Shortage

6 MARKET SEGMENTATION

• 6.1 By Vehicle Type
  • 6.1.1 Battery Electric Vehicles (BEV)
  • 6.1.2 Plug-in Hybrid Electric Vehicles (PHEV)
• 6.2 By Component
  • 6.2.1 Analog
  • 6.2.2 Memory
  • 6.2.3 Discrete
  • 6.2.4 Logic
  • 6.2.5 Other Components
• 6.3 By Application
  • 6.3.1 Powertrain
  • 6.3.2 Chassis and Safety
  • 6.3.3 Infotainment and Telematics
  • 6.3.4 Body and Convenience
  • 6.3.5 Advanced Driver Assistance Systems
• 6.4 By Geography
  • 6.4.1 North America
  • 6.4.2 Europe
  • 6.4.3 Asia-Pacific
  • 6.4.4 Rest of the World

7 COMPETITIVE LANDSCAPE

• 7.1 Company Profiles
  • 7.1.1 Infineon Technologies
  • 7.1.2 STMicroelectronics
  • 7.1.3 NXP Semiconductors
  • 7.1.4 Texas Instruments
  • 7.1.5 Renesas Electronic
  • 7.1.6 Microchip Technology
  • 7.1.7 On Semiconductor Corporation
  • 7.1.8 Analog Devices Inc.
  • 7.1.9 ROHM Co. Ltd
  • 7.1.10 Toshiba Corporation

8 INVESTMENT ANALYSIS

9 FUTURE OF THE MARKET