CAN 버스 디바이스 시장 보고서 : 동향, 예측 및 경쟁 분석(-2035년)

CAN Bus Device Market

The future of the global can bus device market looks promising with opportunities in the automotive electronics, home appliance, consumer electronics, new energy, and automation control markets. The global can bus device market is expected to reach an estimated $8.1 billion by 2035 from $4.1 billion in 2027 with a CAGR of 7.1% from 2027 to 2035. The major drivers for this market are the increasing demand for automotive communication system, the rising adoption of industrial automation technologies, and the growing need for efficient vehicle networking solutions.

• Lucintel forecasts that, within the type category, above100 pin is expected to witness the highest growth over the forecast period due to growing demand for high-pin-count connectors in advanced electronic systems.
• Within the application category, automotive electronics is expected to witness the highest growth over the forecast period due to greater electrification of vehicles and the growing use of automotive electronics.
• In terms of regions, APAC is expected to witness the highest growth over the forecast period due to faster growth of automotive and electronics manufacturing together with growing technology investments across countries.

Emerging Trends in CAN Bus Device Market

The can bus device market From 2025 to 2027 we foresee the shift from basic bus device networking within vehicle systems to the integration of safety-critical, software-defined networking across commercial vehicles, industrial equipment, and energy systems. Lucintel market perspective closely aligns with others in our industry. Specifically, we see suppliers beginning to offer higher bandwidth, security, diagnostic, and more flexible offerings within their networks as the industry moves toward greater electrification.

• Bandwidth: CAN FD beyond passenger networks will be seen within trucks, machinery, and battery based systems. Bosch has reported CAN FD as a core offering within its January 2025 semiconductor portfolio. This trend will drive the need for controllers, transceivers, and gateways over the next three to five years.
• Electrification: EVs require significant communications throughout battery-management systems, inverters, charging modules, thermal controls, all of which will drive significant growth within CAN bus devices. In addition, in 2024 the IEA reported over 17 million electric vehicle sales, which will bring further production and sustained demand through 2030.
• Cybersecurity: The UNECE R155 and R156 came into effect in July 2024 for new types of vehicle approvals. This will drive the need for secure communication and authenticated gates, along with the need for software traceability. CAN architectures will drive security functions as a normal expectation purchase over an upgrade within the next five years.
• Industrial Development: The use of CANopen and J1939 networks is growing and covering robotic, agricultural, and construction equipment as well as factory automation systems. CiA indicates over 20 million CANopen nodes installed. This will help break our reliance on passenger vehicles and create more demand for diverse devices.
• Integrated Diagnostics: With the consolidation of gateway, diagnostic, time synchronization, and protocol conversion integration functions in smaller yet more sophisticated devices, OEMs are moving in this direction. NXP's automotive networking releases for March 2025 show this trend. Integration of functions will reduce wiring complexity and increase the value of each vehicle in the form of semiconductors and software.

The strongest market opportunities will be at the crossroads of connectivity, electrification, and compliance. Suppliers with offerings in CAN FD and mixed-network architectures, functional safety, and cybersecurity will gain market share. There will be less intense competition in conventional applications, but substantial better margins will be found in industrial equipment and electric platforms. Increasingly, customers will weight an offering's lifecycle software support, certification, and interoperability when deciding between different hardware options.

Recent Developments in the CAN Bus Device Market

The CAN bus device market is moving away from mature automotive networks to integrated, mixed criticality, industrial and commercial networks. In the next few years, activities will mainly focus on the increase of bandwidth, the introduction of software-defined vehicles, the shift towards electrification, and the lengthening of after-sales support. Lucintel believes that, in the future, the added value of components will shift from standalone transceivers toward integrated gateways and diagnostic tools.

• CAN XL Standard: The CAN in Automation community is currently standardizing CAN XL to support payloads of 2048 bytes and data rates as high as 20 Mbit/s (expected in January 2025). This will put pressure on the suppliers to develop controllers and transceivers that support a zonal architecture.
• CAN FD: Replacement of CAN with CAN FD (which supports up to 64 bytes of payload) is still a common trend in major automotive programs in 2025. NXP's TJA146x CAN SIC family was the most preferred variant in March 2025. High network speeds will sustain the need for interface devices, especially in the electrified domain.
• Gateway Integration: Almost all automakers are using a central gateway to integrate CAN, Ethernet, LIN and diagnostic systems in a combined unit. A vehicle program in 2025 with over 10 CAN channels shows how much the industry has shifted. Integrated gateways will provide higher system value for lower overall component cost.
• Industrial Use: Automation machine builders are extending CAN FD and CANopen to mobile equipment and robots. As of June 2025, CiA reported over 1000 CANopen devices. Industrial use will help offset COVID-related market volatility, especially with the predicted decrease in vehicle production.
• Cybersecurity Requirements: Manufacturers need to monitor CAN traffic and manage software updates due to the UNECE R155 and R156 standards. By July 2025, cybersecurity validation will be a requirement for many of the new vehicle programs during procurement. During this time, there will be a greater focus on secure gateways and anomaly detection, while basic transceivers will become less prevalent.

In the next 5 years, suppliers of can bus device will compete less on basic connectivity and more on flexibility. Cybersecurity, diagnostics, and lifecycle support will also play a role. CAN FD will remain the dominant technology, while CAN XL is developing in a premium segment. Companies that provide embedded systems that support transfer of data between a controller and a gateway will have a competitive edge.

Strategic Growth Opportunities in the CAN Bus Device Market

The can bus device market in Lucintel anticipates growth beyond traditional automotive applications as cybersecurity, high-speed, and distributed control reshape buying decisions for industrial and mobility markets.

• CAN FD Migration: Suppliers will be able to replace legacy controllers with CAN FD transceivers, and Bosch's CAN FD specification remained a 2025 specification for new vehicle platforms. This transition is expected to increase average selling prices as manufacturers adopt more advanced diagnostics and over-the-air software updates.
• Commercial Fleet Telematics: Markets producing hardware for predictive maintenance and fleet fuel optimization are expected to grow. In January 2025, heavy-duty vehicle telematics continued to grow with the connected monitoring of tens of thousands of parameters in one connected truck within the EU.
• Industrial Automation: CANopen based devices can extend into robotics, packaging, and mobile machinery. In March 2025, CiA continued promoting the use of CANopen for more than twenty application areas. This soon to be market opportunity is expected to drive growth as machine builders adopt industry standard control networks to reduce implementation costs and increase flexibility.
• Secure Connected Nodes: It is expected that both the automotive and industrial markets will begin purchasing hardware that supports message authentication, secure-boot, as well as intrusion detect capabilities. The EU's Cyber Resilience Act was established in December 2024, and will have the most significant impacts starting in 2027. This Act will likely influence purchasing decisions for the next three to five years to ensure the products meet the newly mandated levels of cybersecurity.
• Energy Equipment: Battery storage, charging infrastructure, and solar inverters create new segments for rugged CAN devices. According to the IEA's 2025 electricity analysis, 2024 saw global battery energy storage additions in excess of 40 GW. Integration standardization through internal communication will accelerate serviceability as installations grow.

According to Grand View Research, the 2022 can bus device market is expected to grow at a CAGR of 8.7% from 2022 to 2030. The highest growth will come from sectors outside of automobile, particularly from the energy sector and industrial equipment. There will be strong competition based on price, but offering CAN FD across multiple regions with security and diagnostics built in will provide suppliers with a strong position with buyers.

CAN Bus Device Market Drivers and Challenges

The CAN bus device market is Connected vehicles and machines create a potential demand for fast and reliable communication. The challenges are due to supply-chain constraints, costs, and cybersecurity. Market players must select affordable, innovative solutions that enhance interoperability and meet the requirements of regulations. Lucintel focuses on how market players strike a balance in meeting automotive and industrial application needs.

Driving Factors of The can bus device market Are: -

• Increasing Connected Vehicles: ADAS, telematics, VHM, and infotainment systems rely on CAN networks and increase the number of nodes in vehicles. Fleet electrification could strengthen demand for CAN devices with high levels of safety and functionality.
• Increase in Demand for Electric Vehicles: Electric vehicles contain even more nodes for communication to support integration with the battery, inverter, motor controller, charging equipment, thermal safety systems and otherвe additional safety equipment. Since 2020, battery electric vehicles have comprised at least 15% of new vehicles globally and demand for reliable in-vehicle networks will further increase in the next three to five years.
• Industrial Automation: Many different industrial automation devices have begun to use CAN because it is easy to integrate, resistant to noise, and provides deterministic communication. Compared to the original standard of CAN, CAN FD supports longer messages with up to 64 bytes (versus 8), making data transmission more efficient. The use of industrial digitalization and machine connectivity over the next 3-5 years will create an increased need for CAN-based controllers, gateways, sensors, and diagnostics.
• Protocol Innovation: While new technologies such as CAN FD and CAN XL are optimizing network performance and preserving performance in previous installations, new transceivers and software-configurable controllers and gateways provide flexibility to networks. Only a few years ago, CAN XL was introduced, supporting data fields up to 2,048 bytes - making CAN XL protocol especially helpful for safety critical control systems and automobiles such as highways. In the next 3-5 years, these systems will allow CAN to remain important in vehicle control systems, highways and safety critical systems, while serving alongside Ethernet.
• Cost Advantage and Manufacturing Efficiencies: The semiconductor supply chains, tools, and components are readily available to build CAN devices, at a significantly lower cost than competitors. Automakers and industrial manufacturers have the ability to use ready made techniques further decreasing the costs of production and overall risk from development and qualification expenses. In 2025, the majority of microcontroller suppliers integrated CAN into their devices instead of using additional communication chips. In the next 3-5 years, even greater production and lower costs of manufacturing will help CAN devices retain their cost advantage in automation.

The Market faces the following challenges:

• Increased cybersecurity risk. More interconnected systems mean higher exposure to potential risks of messages being altered, system disruption, and access to sensitive vehicle or factory data. An additional challenge will be the expected regulatory compliance consequent to the UNECE's R155 standards. In July 2022, the standards applied to new vehicle types. In July 2024, the R155 compliance is expected to apply to all relevant new vehicles. During the next 3-5 years, manufacturers will face increasing validation costs and complexity to develop advanced authentication methods, secure gateways, intrusion detection, and over-the-air (OTA) software update capabilities.
• High-speed competition. Intrasystem network competition comes from technology advancements like Automotive Ethernet and FlexRay, both of which can exceed bandwidths of prevalent automotive technology. Classical CAN operates at much slower data rates. In the next 3-5 years, it is expected that the design of vehicles will utilize more than one networking technology, and will therefore require gateway integrations to limit CAN's role in high-bandwidth applications.
• Complex supply chains. Components designed to automotive specifications take a long time to qualify, and short semiconductor supplies in the automotive market lead to demand for more advanced integrated designs. In addition, there are trade restrictions on certain automotive-grade components. January 2025 demand for automotive semiconductors meant that supply chains continue to operate at capacity. It is expected that, in the next 3-5 years, the risk of supply disruptions will be greatly decreased by multi-source supply strategies, flexible designs, and advanced supply chain management.

Connected vehicles, electrification, automation, and embedded intelligence have created an increased need for communication. This creates opportunities for expansion for the can bus device market. Some challenges will raise growth, while others will raise costs. CAN had physical reliability, was easy to implement, and had a mature eco-system. These attributes will help cool and control systems keep adopting it. Complex systems, more cybersecurity requirements, and more flexible risks will slow adoption. Some OEMs will fabricate integrated devices to make flexible CAN bus systems. These systems will enable OEMs to dominate the market. It will steadily grow with technology, but there will not be unrestricted growth. The growth will depend on interoperability, flexible costs, compliance to regulations, and the resilience of the supply chain.

List of CAN Bus Device Market Companies

Companies in the market compete on the basis of product quality offered. Major players in this market focus on expanding their manufacturing facilities, R&D investments, infrastructural development, and leverage integration opportunities across the value chain. Through these strategies can bus device market companies cater increasing demand, ensure competitive effectiveness, develop innovative products & technologies, reduce production costs, and expand their customer base. Some of the can bus device market companies profiled in this report include-

• Texas Instruments
• NXP
• Microchip
• Infineon
• Analog Devices
• ON Semiconductor (onsemi)
• Linear Technology

CAN Bus Device Market by Segment

The study includes a forecast for the global can bus device market by type, application, and region.

CAN Bus Device Market by Type [Value ($B) from 2019 to 2035]:

• Below10 Pins
• 10-100 Pins
• Above100 Pins

CAN Bus Device Market by Application [Value ($B) from 2019 to 2035]:

• Automotive Electronics
• Home Appliances
• Consumer Electronics
• New Energy Industry
• Automation Control Industry
• Others

CAN Bus Device Market by Region [Value ($B) from 2019 to 2035]:

• North America
• Europe
• Asia Pacific
• The Rest of the World

Country Wise Outlook for the CAN Bus Device Market

The landscape of the can bus device market. From 2025 to 2027, firms will develop automotive-grade capacity and redesign networks. Lucintel reports that these developments will further enhance the importance of this market.

• United States: With a planned investment of over $60 billion in seven fabs in the U.S., Texas Instruments is creating a domestic supply of automotive interface components, including CAN transceivers. This investment is crucial as the fabs will provide wafers for automotive and industrial vehicles in the next three to five years.
• China: In January 2026, BYD hit a landmark of 4.55 million new energy vehicles sold. The Ministry of Industry and Information Technology also issued new automotive standards that will increase domestic demand for CAN controllers and transceivers as well as gateways.
• Germany: Construction of Infineon's Smart Power Fab, which is designed for automotive and renewable energy applications, is almost finished. The Dresden fab will start volume production in 2026 and is therefore of great importance for Smart CAN devices in Germany.
• India: Catering to Tata Electronics' plans for a fab and support facilities within the reported investment of ₹1,18,000 crore (February 2024) will result in a domestic semiconductor supply for automotive electronics in India.
• Japan: Renesas and Honda's partnership on automotive semiconductors and technologies coincides with Renesas' Kofu plant resuming operations. By June 2025, the factory will supply 40,000 300-millimetre wafers monthly. This will bolster Japan's capacity to provide automotive networking components as automakers implement more distributed electronic architectures.

Features of the Global CAN Bus Device Market

• Market Size Estimates: can bus device market size estimation in terms of value ($B).
• Trend and Forecast Analysis: Market trends (2019 to 2026) and forecast (2027 to 2035) by various segments and regions.
• Segmentation Analysis: can bus device market size by type, application, and region in terms of value ($B).
• Regional Analysis: can bus device market breakdown by North America, Europe, Asia Pacific, and Rest of the World.
• Growth Opportunities: Analysis of growth opportunities in different type, application, and regions for the can bus device market.
• Strategic Analysis: This includes M&A, new product development, and competitive landscape of the can bus device market.

Analysis of competitive intensity of the industry based on Porter's Five Forces model.

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This report answers following 11 key questions:

• Q.1. What are some of the most promising, high-growth opportunities for the can bus device market by type (below10 pins, 10-100 pins, and above100 pins), application (automotive electronics, home appliances, consumer electronics, new energy industry, automation control industry, and others), and region (North America, Europe, Asia Pacific, and the Rest of the World)?
• Q.2. Which segments will grow at a faster pace and why?
• Q.3. Which region will grow at a faster pace and why?
• Q.4. What are the key factors affecting market dynamics? What are the key challenges and business risks in this market?
• Q.5. What are the business risks and competitive threats in this market?
• Q.6. What are the emerging trends in this market and the reasons behind them?
• Q.7. What are some of the changing demands of customers in the market?
• Q.8. What are the new developments in the market? Which companies are leading these developments?
• Q.9. Who are the major players in this market? What strategic initiatives are key players pursuing for business growth?
• Q.10. What are some of the competing products in this market and how big of a threat do they pose for loss of market share by material or product substitution?
• Q.11. What M&A activity has occurred in the last 6 years and what has its impact been on the industry?

Table of Contents

1. Executive Summary

2. Market Overview

• 2.1 Background and Classifications
• 2.2 Supply Chain

3. Market Trends & Forecast Analysis

• 3.2 Industry Drivers and Challenges
• 3.3 PESTLE Analysis
• 3.4 Patent Analysis
• 3.5 Regulatory Environment

4. Global CAN Bus Device Market by Type

• 4.1 Overview
• 4.2 Attractiveness Analysis by Type
• 4.3 Below10 Pins: Trends and Forecast (2019-2035)
• 4.4 10-100 Pins: Trends and Forecast (2019-2035)
• 4.5 Above100 Pins: Trends and Forecast (2019-2035)

5. Global CAN Bus Device Market by Application

• 5.1 Overview
• 5.2 Attractiveness Analysis by Application
• 5.3 Automotive Electronics: Trends and Forecast (2019-2035)
• 5.4 Home Appliances: Trends and Forecast (2019-2035)
• 5.5 Consumer Electronics: Trends and Forecast (2019-2035)
• 5.6 New Energy Industry: Trends and Forecast (2019-2035)
• 5.7 Automation Control Industry: Trends and Forecast (2019-2035)
• 5.8 Others: Trends and Forecast (2019-2035)

6. Regional Analysis

• 6.1 Overview
• 6.2 Global CAN Bus Device Market by Region

7. North American CAN Bus Device Market

• 7.1 Overview
• 7.2 North American CAN Bus Device Market by Type
• 7.3 North American CAN Bus Device Market by Application
• 7.4 United States CAN Bus Device Market
• 7.5 Mexican CAN Bus Device Market
• 7.6 Canadian CAN Bus Device Market

8. European CAN Bus Device Market

• 8.1 Overview
• 8.2 European CAN Bus Device Market by Type
• 8.3 European CAN Bus Device Market by Application
• 8.4 German CAN Bus Device Market
• 8.5 French CAN Bus Device Market
• 8.6 Spanish CAN Bus Device Market
• 8.7 Italian CAN Bus Device Market
• 8.8 United Kingdom CAN Bus Device Market

9. APAC CAN Bus Device Market

• 9.1 Overview
• 9.2 APAC CAN Bus Device Market by Type
• 9.3 APAC CAN Bus Device Market by Application
• 9.4 Japanese CAN Bus Device Market
• 9.5 Indian CAN Bus Device Market
• 9.6 Chinese CAN Bus Device Market
• 9.7 South Korean CAN Bus Device Market
• 9.8 Indonesian CAN Bus Device Market

10. ROW CAN Bus Device Market

• 10.1 Overview
• 10.2 ROW CAN Bus Device Market by Type
• 10.3 ROW CAN Bus Device Market by Application
• 10.4 Middle Eastern CAN Bus Device Market
• 10.5 South American CAN Bus Device Market
• 10.6 African CAN Bus Device Market

11. Competitor Analysis

• 11.1 Product Portfolio Analysis
• 11.2 Operational Integration
• 11.3 Porter's Five Forces Analysis
  • Competitive Rivalry
  • Bargaining Power of Buyers
  • Bargaining Power of Suppliers
  • Threat of Substitutes
  • Threat of New Entrants
• 11.4 Market Share Analysis

12. Opportunities & Strategic Analysis

• 12.1 Value Chain Analysis
• 12.2 Growth Opportunity Analysis
  • 12.2.1 Growth Opportunities by Type
  • 12.2.2 Growth Opportunities by Application
• 12.3 Emerging Trends in the Global CAN Bus Device Market
• 12.4 Strategic Analysis
  • 12.4.1 New Product Development
  • 12.4.2 Certification and Licensing
  • 12.4.3 Mergers, Acquisitions, Agreements, Collaborations, and Joint Ventures

13. Company Profiles of the Leading Players Across the Value Chain

• 13.1 Competitive Analysis
• 13.2 Texas Instruments
  • Company Overview
  • CAN Bus Device Business Overview
  • New Product Development
  • Merger, Acquisition, and Collaboration
  • Certification and Licensing
• 13.3 NXP
  • Company Overview
  • CAN Bus Device Business Overview
  • New Product Development
  • Merger, Acquisition, and Collaboration
  • Certification and Licensing
• 13.4 Microchip
  • Company Overview
  • CAN Bus Device Business Overview
  • New Product Development
  • Merger, Acquisition, and Collaboration
  • Certification and Licensing
• 13.5 Infineon
  • Company Overview
  • CAN Bus Device Business Overview
  • New Product Development
  • Merger, Acquisition, and Collaboration
  • Certification and Licensing
• 13.6 Analog Devices
  • Company Overview
  • CAN Bus Device Business Overview
  • New Product Development
  • Merger, Acquisition, and Collaboration
  • Certification and Licensing
• 13.7 ONsemi
  • Company Overview
  • CAN Bus Device Business Overview
  • New Product Development
  • Merger, Acquisition, and Collaboration
  • Certification and Licensing
• 13.8 Linear Technology
  • Company Overview
  • CAN Bus Device Business Overview
  • New Product Development
  • Merger, Acquisition, and Collaboration
  • Certification and Licensing

14. Appendix

• 14.1 List of Figures
• 14.2 List of Tables
• 14.3 Research Methodology
• 14.4 Disclaimer
• 14.5 Copyright
• 14.6 Abbreviations and Technical Units
• 14.7 About Us
• 14.8 Contact Us