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市場調查報告書
商品編碼
2046725
商用車半導體市場-全球產業規模、佔有率、趨勢、機會與預測:按組件類型、應用類型、地區和競爭對手分類,2021-2031年Commercial Vehicles Semiconductor Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented By Component Type, By Application Type By Region & Competition, 2021-2031F |
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全球商用車半導體市場預計將從 2025 年的 306.1 億美元成長到 2031 年的 457.6 億美元,複合年成長率為 6.93%。
這些半導體裝置包含功率積體電路、微控制器和感測器等組件,對於廂型車、卡車和巴士的安全、動力傳動系統和遠端資訊處理系統至關重要。市場成長的主要驅動力是:由於政府對車輛安全和排放氣體的嚴格監管,每輛車的半導體負載量增加;以及物流行業的快速發展帶動了對輕型商用車需求的成長。例如,根據歐洲汽車製造商協會 (ACEA) 的報告,到 2024 年,歐盟 (EU) 新廂型車的銷量成長了 8.3%,總合達到約 160 萬輛。這直接推動了對連接模組和電控系統(ECU) 的需求成長。
| 市場概覽 | |
|---|---|
| 預測期 | 2027-2031 |
| 市場規模:2025年 | 306.1億美元 |
| 市場規模:2031年 | 457.6億美元 |
| 複合年成長率:2026-2031年 | 6.93% |
| 成長最快的細分市場 | 車載資訊系統和資訊娛樂系統 |
| 最大的市場 | 亞太地區 |
然而,由於經濟不穩定導致車隊營運商資本投資受限,市場面臨嚴峻挑戰。利率上升和通膨壓力正在延緩車隊更新換代週期,尤其是在重型車輛領域,導致重型商用車產量下降,晶片供應商的潛在市場萎縮。此外,充電基礎設施不足阻礙了電動卡車的普及,延緩了車隊電氣化所需高附加價值電力電子產品帶來的收入成長。
商用車動力傳動系統向電動車 (EV) 和混合動力汽車的快速轉型,正從根本上改變半導體產業,因為其對電力電子裝置的需求日益成長。這種轉變推動了對先進組件的需求,例如電池管理積體電路和碳化矽 (SiC) 逆變器,用於管理高壓系統並最大限度地延長車輛續航里程。根據國際能源總署 (IEA) 發布的《2024 年全球電動車展望》,2023 年全球電動卡車銷量將成長 35%,超過 54,000 輛。電氣化進程的推進迫使供應商擴大專用功率模組的生產規模,以滿足不斷成長的車隊需求,同時也推動了關鍵充電硬體的普及應用。
同時,高級駕駛輔助系統 (ADAS) 和安全技術的擴展,正促使每輛車使用更多的矽晶片以滿足嚴格的監管標準。各國政府強制要求引入主動安全功能,要求整合攝影機、雷達感測器和融合處理器,以支援諸如起步輔助系統和盲點監測等功能。正如歐洲特種運輸和移動式起重機協會 (AABM) 關於修訂通用安全法規的報告中所指出的,2024 年 7 月之後在歐盟銷售的所有新卡車都必須符合這些安全標準,從而確保對安全關鍵型微控制器的穩定需求。此外,根據歐洲汽車製造商協會 (ACEA) 的數據,2024 年上半年歐盟新巴士註冊量增加了 28.6%,進一步推動了零件訂單的成長。
經濟波動抑制了車隊營運商的資本投資,對全球商用車半導體市場構成重大阻礙因素。高利率和通貨膨脹導致成本上升,迫使物流公司放緩車輛更換週期,這一趨勢在資本密集型重型車輛領域尤為顯著。當營運商選擇延長現有卡車的使用壽命而非購買新車時,原始設備製造商(OEM)會減少產量。車輛產量的減少直接導致安全感測器和功率積體電路等關鍵半導體元件的訂單減少,從而限制了晶片供應商的商機。
重型車輛產業的低迷清晰地展現了這些經濟壓力的影響。根據歐洲汽車製造商協會(ACEA)的數據,2024年歐盟16噸以上重型卡車的註冊量較去年同期下降了8.5%。由於重型卡車的車載資訊系統和動力傳動系統系統較為複雜,通常比輕型商用車需要更多高價值的矽晶片,因此,銷售下滑將對半導體市場造成特別嚴重的打擊。由此可見,與其他行業相比,重型卡車行業的放緩將顯著抑製商用車電子產品的整體需求。
隨著車隊營運商將數據驅動的營運效率置於簡單的位置追蹤之上,5G 和 C-V2X 連接模組的部署正在加速。這一趨勢包括整合高頻寬資訊處理單元,從而實現即時影片串流、空中軟體更新和進階預測診斷,有效地將車輛轉變為互聯的邊緣節點。這種轉變的動力源於降低總體擁有成本 (TCO) 的需求,而降低 TCO 需要透過深入了解燃料消耗和駕駛員行為來實現。根據 Verizon Connect 發布的《2025 年車隊技術趨勢報告》,到 2024 年 11 月,在接受調查的歐洲商用車隊中,78% 的車隊已整合 GPS 追蹤技術,年增 5 個百分點。
同時,高效能運算(HPC)系統晶片(SoC)的整合正在變革車輛架構,從而實現L4級自動駕駛卡車。製造商正從分散式微控制器轉向能夠即時處理大量感測器資料流的集中式超級運算平台。這種結構性變革使得樞紐間物流所需的複雜深度學習和路線規劃成為可能,其性能遠超標準駕駛輔助功能。對集中式處理能力日益成長的需求也反映在供應商的表現上。英偉達在2024年2月公佈的數據顯示,其汽車相關運算平台銷售額達11億美元,年增21%。
The Global Commercial Vehicles Semiconductor Market is projected to expand from USD 30.61 Billion in 2025 to USD 45.76 Billion by 2031, reflecting a CAGR of 6.93%. These semiconductors, comprising components like power integrated circuits, microcontrollers, and sensors, are essential for managing safety, powertrain, and telematics systems in vans, trucks, and buses. Market growth is largely fueled by strict government mandates on vehicle safety and emissions which increase the silicon content per unit, along with a booming logistics industry driving the need for light commercial vehicles. For instance, the European Automobile Manufacturers' Association reported an 8.3% rise in new van sales within the European Union in 2024, totaling nearly 1.6 million units, which directly amplifies the demand for connectivity modules and electronic control units.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 30.61 Billion |
| Market Size 2031 | USD 45.76 Billion |
| CAGR 2026-2031 | 6.93% |
| Fastest Growing Segment | Telematics & Infotainment |
| Largest Market | Asia Pacific |
However, the market faces significant hurdles due to economic instability that restricts capital expenditure among fleet operators. Elevated interest rates and inflationary pressures have caused delays in fleet renewal cycles, especially within the heavy-duty sector, leading to reduced production volumes for large commercial vehicles and a smaller addressable market for chip suppliers. Additionally, the widespread adoption of electric trucks is hindered by inadequate charging infrastructure, which postpones the anticipated revenue growth from the high-value power electronics required for fleet electrification.
Market Driver
The rapid shift toward electric and hybrid commercial vehicle powertrains is fundamentally reshaping the semiconductor sector by necessitating larger volumes of power electronics. This transition drives the demand for advanced components such as battery management integrated circuits and Silicon Carbide (SiC) inverters to manage high-voltage systems and maximize vehicle range. According to the International Energy Agency's 'Global EV Outlook 2024', global sales of electric trucks surged by 35% in 2023, exceeding 54,000 units. This electrification growth compels suppliers to increase the production of specialized power modules to satisfy rising fleet targets and supports the deployment of essential charging hardware.
Concurrently, the expansion of Advanced Driver Assistance Systems (ADAS) and safety technologies is raising the silicon content per vehicle to comply with rigorous regulatory standards. Governments are enforcing mandates for active safety features, requiring the integration of cameras, radar sensors, and fusion processors to support capabilities like moving-off information systems and blind-spot monitoring. As noted in the 'Updated General Safety Regulations' report by the European Association of Abnormal Road Transport and Mobile Cranes, all new trucks sold in the EU must meet these safety standards from July 2024, ensuring a consistent demand for safety-critical microcontrollers. Furthermore, the European Automobile Manufacturers' Association recorded a 28.6% increase in new EU bus registrations in the first half of 2024, further bolstering component orders.
Market Challenge
Economic volatility serves as a major restraint on the global commercial vehicle semiconductor market by depressing capital investment from fleet operators. High interest rates and inflationary costs force logistics companies to delay fleet renewal cycles, a trend that is particularly severe in the capital-intensive heavy-duty segment. When operators decide to extend the service life of existing trucks rather than purchasing new models, original equipment manufacturers cut back on manufacturing output. This contraction in vehicle production directly lowers the volume of orders for essential semiconductor components, such as safety sensors and power integrated circuits, thereby limiting revenue opportunities for chip suppliers.
The downturn in the heavy vehicle sector exemplifies the impact of these economic pressures. Data from the European Automobile Manufacturers' Association indicates that registrations of heavy-duty trucks over 16 tonnes in the European Union fell by 8.5% in 2024 compared to the previous year. This decline in unit sales is especially damaging to the semiconductor market because heavy-duty trucks typically require a higher quantity of high-value silicon for their complex telematics and powertrain systems than light commercial vehicles do. Consequently, the slowdown in this specific segment disproportionately hampers the overall demand for commercial automotive electronics.
Market Trends
The adoption of 5G and C-V2X connectivity modules is accelerating as fleet operators prioritize data-driven operational efficiency over basic location tracking. This trend involves integrating high-bandwidth telematics units that enable real-time video streaming, over-the-air software updates, and advanced predictive diagnostics, effectively transforming vehicles into connected edge nodes. Driven by the need to lower total cost of ownership through granular visibility into fuel usage and driver behavior, this shift is gaining momentum; Verizon Connect's '2025 Fleet Technology Trends Report' highlights that 78% of surveyed European commercial fleets had integrated GPS tracking technologies by November 2024, a 5 percentage point increase from the prior year.
Simultaneously, the integration of High-Performance Computing (HPC) System-on-Chips (SoCs) is altering vehicle architectures to support Level 4 autonomous trucking. Manufacturers are transitioning from distributed microcontrollers to centralized supercomputing platforms capable of processing massive sensor data streams in real-time. This structural change facilitates the complex deep learning and path-planning required for hub-to-hub logistics, significantly exceeding standard driver assistance capabilities. The rising demand for centralized processing power is reflected in supplier performance, with Nvidia reporting in February 2024 that its automotive revenue from computing platforms grew by 21% annually to reach $1.1 billion.
Report Scope
In this report, the Global Commercial Vehicles Semiconductor Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:
Company Profiles: Detailed analysis of the major companies present in the Global Commercial Vehicles Semiconductor Market.
Global Commercial Vehicles Semiconductor Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report: