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市場調查報告書
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1694043

歐洲汽車半導體：市場佔有率分析、行業趨勢和統計數據、成長預測（2025-2030 年）

Europe Automotive Semiconductor - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 100 Pages | 商品交期: 2-3個工作天內

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簡介目錄

預計歐洲汽車半導體市場規模在 2025 年將達到 154.6 億美元，在 2030 年將達到 240.1 億美元，預測期內（2025-2030 年）的複合年成長率為 9.2%。

歐洲汽車半導體市場-IMG1

關鍵亮點

  • 汽車半導體是專門為汽車產業設計和使用的半導體晶片。這些晶片在汽車各種電子元件和系統的運作中發揮著至關重要的作用。它負責為許多功能和特性提供動力和控制，包括安全系統、資訊娛樂系統、引擎控制單元和感測器。
  • 隨著汽車技術越來越先進，汽車半導體變得越來越重要。它對於整合自動駕駛、電動動力傳動系統和連網汽車系統等先進技術至關重要。這些半導體旨在滿足汽車行業的特定要求，包括耐用性、可靠性和在惡劣環境下運行的能力。
  • 車載半導體的主要應用之一是ADAS（高級駕駛輔助系統）。這些系統使用感測器、攝影機和處理器來提高車輛的安全性並即時協助駕駛員。半導體實現了主動車距控制巡航系統、車道維持輔助、自動緊急煞車、盲點偵測和行人偵測等功能，使駕駛更安全並降低事故風險。
  • 半導體在車輛先進資訊娛樂系統的開發中發揮關鍵作用。這些系統無縫整合了娛樂、導航和通訊功能。汽車半導體支援觸控螢幕、語音辨識、連接選項和多媒體播放，將駕駛體驗轉變為個人化和互聯的駕駛體驗。
  • 在歐洲，汽車半導體產業的投資正在增加，支持市場發展。例如，2023年8月，羅伯特·博世有限公司、台積電、恩智浦半導體公司和英飛凌科技股份公司宣布，計劃共同投資位於德國德勒斯登的歐洲半導體製造公司有限公司（ESMC），提供先進的半導體製造服務。 ESMC 表示，它已朝著建造 300 毫米晶圓廠邁出了實質性的一步，以滿足快速成長的汽車和工業領域未來的產能需求。
  • 該計劃是在歐洲晶片法的框架內設計的。計畫中的晶圓廠將採用台積電的28/22奈米平面CMOS和16/12奈米FinFET製程技術，每月生產能力為40,000片晶圓（12吋），預計將以先進的FinFET電晶體技術加強歐洲半導體製造生態系統，並為約2,000名專業高科技專業創造直接就業機會。 ESMC 計劃於 2024 年下半年開始建造工廠，並於 2027 年底開始生產。
  • 半導體實現了車載連接並構成了聯網汽車技術的基礎。半導體為無線通訊系統提供動力，使車輛能夠與其他車輛（V2V）、基礎設施（V2I）和網際網路（V2X）連接。這種連接有利於即時數據交換，從而實現交通更新、遠端車輛診斷、無線更新甚至自動駕駛等功能。
  • 由於人們日益關注環境永續性和減少碳排放的需要，電動車（EV）在歐洲越來越受歡迎。電動車的電源管理、電池管理和馬達控制系統嚴重依賴半導體技術。隨著對電動車的需求不斷成長，對汽車半導體的需求也不斷成長。
  • 根據歐洲工業協會 (ACEA) 的數據，歐洲電池電動車 (BEV) 和插電式混合動力電動車 (PHEV) 的銷量從 2022 年第二季的 559,810 輛增加到 2023 年第三季的 757,830 輛。電動車需求的成長可能為受調查市場的成長提供有利的機會。
  • 然而，高昂的開發和生產成本成為市場成長的主要障礙。複雜的製造流程和測試要求使得這些半導體價格昂貴，限制了製造商和消費者的負擔能力。
  • 此外，俄羅斯和烏克蘭之間的衝突預計將對半導體產業產生重大影響。這場爭端已經加劇了電子和半導體供應鏈問題以及一段時間以來一直影響該行業的晶片短缺問題。這種中斷可能導致鎳、鈀、銅、鈦和鋁等主要原料價格波動，可能導致材料短缺。這反過來可能會影響汽車半導體的製造。

歐洲汽車半導體市場趨勢

乘用車市場可望推動市場成長

  • 汽車半導體用於乘用車內的各種安全系統。這些半導體用於控制防鎖死煞車系統 (ABS)、電子穩定控制 (ESC) 和高級駕駛輔助系統 (ADAS) 的電力電子模組。透過精確監控和調整功率流，這些系統提高了車輛的穩定性、牽引力和整體安全性。
  • 此外，汽車半導體在乘用車的電源管理中發揮關鍵作用。這些半導體用於 DC-DC 轉換器、電壓調節器和其他電源控制模組，以確保高效的電力分配和電能的最佳利用。
  • 這些微小的電子元件整合到車輛內的各個系統中，以實現先進的安全功能並確保更安全的駕駛體驗。汽車半導體在乘用車安全方面的主要應用之一是防鎖死煞車系統（ABS）。 ABS 使用感測器和微控制器來監控車輪速度並防止車輪在緊急煞車時鎖死。透過快速調整煞車壓力，汽車半導體可以保持車輛穩定性，防止打滑並降低事故風險。
  • 它也用於電子穩定控制 (ESC) 系統。 ESC 使用感測器、加速計和微控制器來監控車輛動態並選擇性地對各個車輪施加煞車。汽車半導體可實現即時資料處理和精確控制，提高車輛穩定性並防止在危險情況下失控。
  • 歐洲汽車產量的成長可能會增加對汽車半導體的需求。例如，根據OICA的預測，2023年法國汽車產量將達150萬輛左右，其中68.2%為乘用車。 2022年，法國生產了約130萬輛汽車。
  • 此外，聯網汽車技術的普及徹底改變了使用者與汽車互動的方式。從資訊娛樂系統到高級駕駛輔助系統 (ADAS)，聯網汽車技術都依靠半導體晶片實現無縫通訊和資料處理。隨著網際網路連接、雲端服務和數據分析在車輛中的整合不斷推進，汽車半導體的需求預計將呈指數級成長。

德國：預計市場將實現高成長

  • 德國以其強大的汽車工業而聞名，已成為全球汽車半導體市場的主要參與企業之一。德國擁有由汽車製造商、供應商和技術公司組成的強大生態系統，是半導體開發和生產的中心。英飛凌科技、博世和大陸集團等半導體公司在德國佔有重要地位。這些公司專門生產各種汽車半導體，包括微控制器、感測器、電源管理積體電路和連接解決方案。
  • 德國半導體公司經常與汽車製造商、研究機構和新興企業合作，以促進創新、推動技術進步並提高其市值。
  • 例如，2024 年 1 月，英飛凌科技股份公司與格芯宣布達成一項新的多年期協議，供應英飛凌的 AURIX TC3x 40 奈米汽車微控制器以及電源管理和連接解決方案。預計新增產能將有助於確保英飛凌在 2024 年至 2030 年期間的業務成長。此次合作的核心是高度可靠的嵌入式非揮發性記憶體技術解決方案，旨在支援關鍵任務汽車應用，同時滿足下一代汽車系統嚴格的安全要求。
  • 在歐洲，汽車產量正在增加，該市場的需求可能會擴大。例如，根據國際工業組織（OICA）的預測，到2023年，德國將成為歐洲最大的汽車生產國，汽車產量約410萬輛。
  • 對電動車 (EV) 和自動駕駛系統日益成長的需求正在推動專用半導體的發展，以滿足這些應用的獨特要求。例如，根據聯邦車輛交通局 (KBA) 的數據，近年來德國新註冊的電動車數量大幅增加，從 2022 年的 470,559 輛增加到 2023 年的 524,219 輛。
  • 德國汽車製造商不斷致力於提高汽車的能源效率。半導體技術可以實現更有效率的電源管理和控制系統，從而降低能耗並提高整體效率。隨著燃油經濟性和排放法規變得越來越嚴格，對有助於節能解決方案的汽車半導體的需求預計將持續成長。
  • 自動駕駛是交通運輸的未來，而半導體是這場科技革命的核心。這些組件為先進的感測器、攝影機、LiDAR、雷達和人工智慧處理器提供動力，使自動駕駛汽車能夠感知、解釋和響應其環境。半導體促進複雜的決策演算法，以確保自動駕駛系統的安全性和可靠性。德國半導體公司在感測器、視覺系統和人工智慧晶片的開發方面處於領先地位，這些晶片使車輛能夠感知周圍環境並即時做出智慧決策。

歐洲汽車半導體產業概況

歐洲汽車半導體市場是一個半固定市場，擁有恩智浦半導體公司、英飛凌科技股份公司、義法半導體公司、德州儀器公司、羅伯特博世有限公司和美光科技公司等知名市場參與企業。為了滿足消費者不斷變化的需求，市場參與企業正努力透過大量投資研發、合作和合併來創新新產品。

  • 2024年1月，德州儀器推出了旨在提高車載安全性和智慧化的新型半導體。 AWR2544 77GHz 毫米波雷達感測器晶片專為衛星雷達架構而設計，透過改善 ADAS 中的感測器融合和決策來實現更大的自主性。
  • 2023 年 8 月，歐洲最大的半導體契約製造商和設計公司之一意法半導體 (STMicroelectronics NV) 與美國汽車零件供應商博格華納 (BorgWarner) 合作，將 SiC 技術整合到博格華納的 VIPER 功率模組中。此次整合旨在支持沃爾沃汽車到 2030 年向全電動汽車轉型。

其他福利

  • Excel 格式的市場預測 (ME) 表
  • 3個月的分析師支持

目錄

第1章 引言

  • 研究假設和市場定義
  • 研究範圍

第2章調查方法

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
    • 競爭對手之間的競爭
  • 產業價值鏈分析
  • COVID-19、其後遺症等宏觀經濟趨勢對市場的影響；

第5章市場動態

  • 市場促進因素
    • 車載產量增加及EVS普及
    • 政府法規推動對先進安全和舒適系統的需求
  • 市場限制
    • 由於功能增加而導致成本增加

第6章市場區隔

  • 汽車模型
    • 搭乘用車
      • 離散的
      • 光電子
      • 感測器和致動器
      • 邏輯
      • 記憶
      • 類比IC
      • 微
    • 輕型商用車
      • 離散的
      • 光電子
      • 感測器和致動器
      • 邏輯
      • 記憶
      • 類比IC
      • 微
    • 重型商用車
      • 離散的
      • 光電子
      • 感測器和致動器
      • 邏輯
      • 記憶
      • 類比IC
      • 微
  • 應用
    • 底盤
    • 電力電子
    • 安全
    • 車身電子
    • 舒適/娛樂單元
    • 其他
  • 國家
    • 英國
    • 德國
    • 法國
    • 義大利

第7章競爭格局

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

第8章投資分析

第9章：市場的未來

簡介目錄
Product Code: 50002605

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).

Europe Automotive Semiconductor - Market - IMG1

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

6 MARKET SEGMENTATION

  • 6.1 Vehicle Type
    • 6.1.1 Passenger Vehicle
      • 6.1.1.1 Discrete
      • 6.1.1.2 Optoelectronics
      • 6.1.1.3 Sensors and Actuators
      • 6.1.1.4 Logic
      • 6.1.1.5 Memory
      • 6.1.1.6 Analog IC
      • 6.1.1.7 Micro
    • 6.1.2 Light Commercial Vehicle
      • 6.1.2.1 Discrete
      • 6.1.2.2 Optoelectronics
      • 6.1.2.3 Sensors and Actuators
      • 6.1.2.4 Logic
      • 6.1.2.5 Memory
      • 6.1.2.6 Analog IC
      • 6.1.2.7 Micro
    • 6.1.3 Heavy Commercial Vehicle
      • 6.1.3.1 Discrete
      • 6.1.3.2 Optoelectronics
      • 6.1.3.3 Sensors and Actuators
      • 6.1.3.4 Logic
      • 6.1.3.5 Memory
      • 6.1.3.6 Analog IC
      • 6.1.3.7 Micro
  • 6.2 Application
    • 6.2.1 Chassis
    • 6.2.2 Power Electronics
    • 6.2.3 Safety
    • 6.2.4 Body Electronics
    • 6.2.5 Comfort/Entertainment Unit
    • 6.2.6 Other Applications
  • 6.3 Country
    • 6.3.1 United Kingdom
    • 6.3.2 Germany
    • 6.3.3 France
    • 6.3.4 Italy

7 COMPETITIVE LANDSCAPE

  • 7.1 Company Profiles
    • 7.1.1 NXP Semiconductor NV
    • 7.1.2 Infineon Technologies AG
    • 7.1.3 Renesas Electronics Corporation
    • 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 Inc.
    • 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 OF THE MARKET