자동차용 반도체 시장, 시장 기회, 성장 촉진요인, 산업 동향 분석과 예측(2024-2032년)

The Global Automotive Semiconductor Market will record over 11% CAGR between 2024 and 2032, spurred by rising adoption of electric vehicles (EVs). Governments globally are tightening emissions regulations and incentivizing EV purchases, prompting automakers to broaden their EV lineups swiftly. This shift necessitates advanced power semiconductors, battery management systems, and diverse control units. As the number of EVs on the roads increases, so does the demand for efficient energy use, safety features, and smart charging solutions.

For example, the International Energy Agency (IEA) reported that global EV sales in 2023 hit nearly 14 million units, a 35% jump from the prior year. This surge pushed the total count of electric cars on the roads to around 40 million, with electric cars making up about 18% of all new global car sales, up from 14% in 2022.

The overall automotive semiconductor industry is segmented based on component, vehicle type, propulsion type, application, and region.

Market segmentation by component includes processor, analog IC, power discrete, sensor, memory, and others. In 2023, processors segment dominated the market, holding over 27% share. The processor segment's dominance stems from the growing complexity and computational needs of today's automotive systems. Processors play a pivotal role in advanced driver-assistance systems (ADAS), infotainment, and autonomous driving. Their capability to manage intricate algorithms and process real-time data is vital for modern vehicle functions, driving their demand. Moreover, the transition to software-defined vehicles (SDVs) amplifies the need for powerful processors, essential for features like AI-driven audio and vehicle-to-everything (V2X) communication.

Market segmentation by vehicle type includes passenger cars, light commercial vehicles, and heavy commercial vehicles. In 2023, passenger cars emerged as the fastest-growing segment, with projections suggesting a market value exceeding USD 100 billion by 2032. This rapid growth is fueled by the swift adoption of advanced technologies in consumer vehicles. The rising demand for EVs, autonomous driving, and enhanced infotainment has spurred this segment's expansion. This trend is evident in the growing volume of semiconductor components in passenger cars, outpacing light and heavy commercial vehicles.

In 2023, the Asia Pacific region commanded over 35% of the automotive semiconductor market share, bolstered by its leadership in automotive manufacturing and semiconductor production. Major automotive players from countries like China, Japan, South Korea, and India drive significant demand for semiconductor components. The region's robust automotive production and swift embrace of EVs and ADAS technologies cement its market leadership. For instance, the IEA noted that in 2023, new electric car registrations in China soared to 8.1 million, marking a 35% increase from 2022.

The region stands as a global semiconductor fabrication and assembly hub, with industry giants like TSMC, Samsung, and NXP Semiconductors establishing significant operations. This strong supply chain infrastructure ensures efficient production and distribution of automotive semiconductors, reinforcing Asia Pacific's market dominance. The blend of high production volumes and cutting-edge semiconductor technology facilities solidifies the region's leading market share.

Table of Contents

Chapter 1 Scope and Methodology

• 1.1 Market scope and definition
• 1.2 Base estimates and calculations
• 1.3 Forecast parameters
• 1.4 Data sources
  • 1.4.1 Primary
  • 1.4.2 Secondary
    • 1.4.2.1 Paid sources
    • 1.4.2.2 Public sources

Chapter 2 Executive Summary

• 2.1 Industry 360° synopsis, 2021-2032

Chapter 3 Industry Insights

• 3.1 Industry ecosystem analysis
• 3.2 Vendor matrix
• 3.3 Technology and innovation landscape
• 3.4 Patent analysis
• 3.5 Key news and initiatives
• 3.6 Regulatory landscape
• 3.7 Impact forces
  • 3.7.1 Growth drivers
    • 3.7.1.1 Surge in EV adoption
    • 3.7.1.2 Advancements in autonomous driving technology
    • 3.7.1.3 Increasing demand for connectivity and infotainment
    • 3.7.1.4 Increasing focus on vehicle safety
    • 3.7.1.5 Rising demand for advanced driver assistance systems (ADAS)
  • 3.7.2 Industry pitfalls and challenges
    • 3.7.2.1 Shortage of semiconductor components
    • 3.7.2.2 Technological complexities and compatibility issues
• 3.8 Growth potential analysis
• 3.9 Porter's analysis
  • 3.9.1 Supplier power
  • 3.9.2 Buyer power
  • 3.9.3 Threat of new entrants
  • 3.9.4 Threat of substitutes
  • 3.9.5 Industry rivalry
• 3.10 PESTEL analysis

Chapter 4 Competitive Landscape, 2023

• 4.1 Company market share analysis
• 4.2 Competitive positioning matrix
• 4.3 Strategic outlook matrix

Chapter 5 Market Estimates and Forecast, By Component, 2021-2032 (USD Million and Units)

• 5.1 Key trends
• 5.2 Processor
• 5.3 Analog IC
• 5.4 Power discrete
• 5.5 Sensor
• 5.6 Memory
• 5.7 Others

Chapter 6 Market Estimates and Forecast, By Vehicle Type, 2021-2032 (USD Million and Units)

• 6.1 Key trends
• 6.2 Passenger car
• 6.3 Light Commercial vehicle
• 6.4 Heavy Commercial vehicle

Chapter 7 Market Estimates and Forecast, By Propulsion Type, 2021-2032 (USD Million and Units)

• 7.1 Key trends
• 7.2 Internal combustion engine (ICE) vehicles
• 7.3 Battery powered vehicles(BEV)
• 7.4 Hybrid electric vehicles (HEV)

Chapter 8 Market Estimates and Forecast, By Application, 2021-2032 (USD Million and Units)

• 8.1 Key trends
• 8.2 Powertrain
• 8.3 Safety
• 8.4 Body electronics
• 8.5 Chassis
• 8.6 Telematics and infotainment
• 8.7 ADAS

Chapter 9 Market Estimates and Forecast, By Region, 2021-2032 (USD Million and Units)

• 9.1 Key trends
• 9.2 North America
  • 9.2.1 U.S.
  • 9.2.2 Canada
• 9.3 Europe
  • 9.3.1 UK
  • 9.3.2 Germany
  • 9.3.3 France
  • 9.3.4 Italy
  • 9.3.5 Spain
  • 9.3.6 Rest of Europe
• 9.4 Asia Pacific
  • 9.4.1 China
  • 9.4.2 India
  • 9.4.3 Japan
  • 9.4.4 South Korea
  • 9.4.5 ANZ
  • 9.4.6 Rest of Asia Pacific
• 9.5 Latin America
  • 9.5.1 Brazil
  • 9.5.2 Mexico
  • 9.5.3 Rest of Latin America
• 9.6 MEA
  • 9.6.1 UAE
  • 9.6.2 Saudi Arabia
  • 9.6.3 South Africa
  • 9.6.4 Rest of MEA

Chapter 10 Company Profiles

• 10.1 Allegro Microsystems
• 10.2 Analog Devices, Inc.
• 10.3 Broadcom
• 10.4 Continental
• 10.5 Infineon Technologies AG
• 10.6 KIOXIA Singapore Pte. Ltd.
• 10.7 Lattice Semiconductor
• 10.8 Microchip Technology Inc.
• 10.9 Micron Technology
• 10.10 Nexperia
• 10.11 NXP Semiconductors N.V.
• 10.12 Onsemi
• 10.13 Renesas Electronics Corporation
• 10.14 Robert Bosch GmbH
• 10.15 Rohm Co., Ltd.
• 10.16 Samsung
• 10.17 Semtech Corporation
• 10.18 Sensata Technologies
• 10.19 STMicroelectronics N.V.
• 10.20 Taiwan Semiconductor Co., Ltd.
• 10.21 Taiwan Semiconductor Manufacturing Company
• 10.22 TE Connectivity
• 10.23 Texas Instruments, Inc.
• 10.24 Toshiba
• 10.25 Vishay Intertechnology