자동차용 파워 모듈 시장 예측(-2030년) : 전기 추진, 차종, 용도, 지역별 세계 분석

According to Stratistics MRC, the Global Automotive Power Modules Market is accounted for $7.65 billion in 2024 and is expected to reach $20.43 billion by 2030 growing at a CAGR of 17.8% during the forecast period. Automotive Power Modules are compact, integrated devices designed to manage and convert electrical power within vehicles, especially in electric and hybrid systems. These modules typically combine multiple functions, such as power conversion, motor control, and thermal management, into a single unit. By employing advanced semiconductor technologies, such as insulated gate bipolar transistors (IGBTs) and silicon carbide (SiC) components, they ensure efficient energy conversion and improved performance.

Market Dynamics:

Driver:

Increasing demand for electric and hybrid vehicles

As consumers increasingly seek sustainable transportation options, manufacturers are prioritizing the efficiency and performance of power electronics that manage energy flow in these vehicles. APMs play a crucial role in converting and controlling electrical energy from batteries to power the electric drivetrain, ensuring optimal performance and range. With advancements in technology, such as improved semiconductor materials and thermal management systems, APMs are becoming more compact and efficient, further enhancing vehicle performance. This trend not only supports the shift towards greener mobility but also fosters collaboration between automotive and technology sectors, paving the way for more sophisticated and reliable electric and hybrid vehicle systems in the future.

Restraint:

Limited infrastructure for EVs

The limited infrastructure for electric vehicles (EVs) significantly hampers the development and adoption of Automotive Power Modules, which are essential for efficient energy management in EVs. Insufficient charging stations and inadequate grid capacity create barriers for consumers, deterring potential buyers who are concerned about range anxiety and charging accessibility. This lack of infrastructure not only slows down the transition to EVs but also impacts manufacturers' ability to invest in and optimize power module technologies. Without a robust network of charging solutions, the full potential of these advanced modules, which enhance performance and energy efficiency, remains unrealized.

Opportunity:

Growing demand for advanced driver assistance systems

As vehicles increasingly integrate technologies such as adaptive cruise control, lane-keeping assistance, and automated parking, the need for reliable and efficient power management solutions has surged. APMs play a critical role in supplying the necessary power for these complex systems while ensuring energy efficiency and thermal management. Furthermore, the integration of high-performance semiconductors and innovative cooling techniques within APMs enables the seamless operation of ADAS features, contributing to improved vehicle safety and performance.

Threat:

Performance and reliability concerns

Performance and reliability concerns pose significant challenges. APMs often operate in harsh environments, subject to extreme temperatures, vibrations, and electromagnetic interference. These conditions can lead to thermal management issues, causing overheating and reduced lifespan. The integration of complex electronic components increases the risk of failure due to manufacturing defects or design flaws. Power loss during conversion processes can also diminish overall efficiency, impacting vehicle performance and range. The evolving demands for higher power density and compact designs exacerbate these issues, as engineers strive to balance size, weight, and reliability.

Covid-19 Impact:

The COVID-19 pandemic significantly impacted the automotive power module sector, causing widespread disruptions across supply chains, manufacturing processes, and consumer demand. Lockdowns and restrictions led to factory closures and reduced production capacities, which, coupled with a shortage of semiconductor components, hindered the production of automotive electronics. The shift in consumer priorities during the pandemic, with many opting to postpone vehicle purchases, resulted in decreased demand for new cars and their corresponding power modules.

The Passenger Cars segment is expected to be the largest during the forecast period

Passenger Cars segment is expected to be the largest during the forecast period to improve efficiency and performance. These modules play a crucial role in managing electrical energy distribution within vehicles, particularly as the automotive industry shifts towards electrification and advanced driver-assistance systems. By integrating cutting-edge technologies, such as wide-bandgap semiconductors and advanced thermal management solutions, APMs are becoming more compact, lightweight, and efficient. As manufacturers strive to meet stringent emissions regulations and consumer demand for greener, more efficient vehicles, the development of high-performance APMs is essential.

The On-Board Charger segment is expected to have the highest CAGR during the forecast period

On-Board Charger segment is expected to have the highest CAGR during the forecast period. By integrating advanced charging technologies, OBCs enable efficient energy transfer from the power grid to the vehicle's battery system. This advancement not only reduces charging times but also optimizes energy consumption, contributing to overall vehicle performance. The latest OBC designs are compact, lightweight, and incorporate smart features that allow for real-time monitoring and adaptive charging strategies. Moreover, the integration of OBCs into automotive power modules facilitates seamless interaction between various electrical components, enhancing system efficiency and reducing overall vehicle weight.

Region with largest share:

Asia Pacific region is anticipated to command the largest share of the Automotive Power Modules Market over the extrapolated period, driven by an increased focus on fuel efficiency and sustainability. As governments implement stringent emissions regulations and consumers become more environmentally conscious, automakers are prioritizing the development of advanced automotive power modules. Innovations in semiconductor technology and power electronics are facilitating the integration of more efficient systems, which not only boost vehicle performance but also lower operating costs for consumers. Countries like China, Japan, and South Korea are leading this charge, investing heavily in research and development to produce cutting-edge power modules.

Region with highest CAGR:

North America region is estimated to witness profitable growth during the projected period. As the automotive industry shifts towards electrification and smart technologies, manufacturers are increasingly joining forces with tech companies, research institutions, and component suppliers to innovate and optimize power module designs. These collaborations facilitate the development of advanced materials and more efficient cooling systems, essential for high-performance electric vehicles. Additionally, partnerships help streamline supply chains, ensuring timely access to critical components and reducing production costs, and also companies can accelerate the deployment of cutting-edge power solutions that meet stringent regulatory standards and consumer demands.

Key players in the market

Some of the key players in Automotive Power Modules market include Broadcom Inc, Continental AG, Delphi Technologies, Denso Corporation, Emerson Electric, Harman International, NXP Semiconductors, Panasonic Corporation, Siemens AG and Toshiba Corporation.

Key Developments:

In January 2023, Resonac Corporation announced the launch of a full-scale operation of power modules, focusing on enhancing material-related developments for power semiconductors, its packages, and power modules.

In December 2022, STMicroelectronics released its new high-power modules for e-mobility applications, focusing on enhancing vehicles' performance and driving range. Hyundai selected its new SiC-based power modules for its electric vehicle platform.

In October 2022, BMW Group announced a USD 1.7 billion investment plan for the production of electric vehicles in the United States. Additionally, they entered into an agreement with Envision AESC for the provision of battery cells to their Spartanburg plant.

In September 2022, Onsemi launched its automotive SiC-based power modules for on-board charger application. Integrating these latest power modules will allow electric vehicles to charge at a higher rate than before. The company launched three modules exhibiting low conduction and low switching loss.

In July 2022, Toshiba developed its silicon carbide MOSFET with properties such as low resistance and a significant reduction in switching loss. Its ability to reduce switching loss and low resistance makes it suitable for inverters in various industries, including vehicle electrification and industrial equipment.

Electric Propulsions Covered:

• Plug-in Hybrid Vehicle
• Full Hybrid Vehicle
• Battery Electric Vehicle

Vehicle Types Covered:

• Commercial Vehicles
• Passenger Cars

Applications Covered:

• Direct Current to Direct Current Converter
• Traction Inverter
• On-Board Charger
• Other Applications

Regions Covered:

• North America
  • US
  • Canada
  • Mexico
• Europe
  • Germany
  • UK
  • Italy
  • France
  • Spain
  • Rest of Europe
• Asia Pacific
  • Japan
  • China
  • India
  • Australia
  • New Zealand
  • South Korea
  • Rest of Asia Pacific
• South America
  • Argentina
  • Brazil
  • Chile
  • Rest of South America
• Middle East & Africa
  • Saudi Arabia
  • UAE
  • Qatar
  • South Africa
  • Rest of Middle East & Africa

What our report offers:

• Market share assessments for the regional and country-level segments
• Strategic recommendations for the new entrants
• Covers Market data for the years 2022, 2023, 2024, 2026, and 2030
• Market Trends (Drivers, Constraints, Opportunities, Threats, Challenges, Investment Opportunities, and recommendations)
• Strategic recommendations in key business segments based on the market estimations
• Competitive landscaping mapping the key common trends
• Company profiling with detailed strategies, financials, and recent developments
• Supply chain trends mapping the latest technological advancements

Free Customization Offerings:

All the customers of this report will be entitled to receive one of the following free customization options:

• Company Profiling
  • Comprehensive profiling of additional market players (up to 3)
  • SWOT Analysis of key players (up to 3)
• Regional Segmentation
  • Market estimations, Forecasts and CAGR of any prominent country as per the client's interest (Note: Depends on feasibility check)
• Competitive Benchmarking
  • Benchmarking of key players based on product portfolio, geographical presence, and strategic alliances

Table of Contents

1 Executive Summary

2 Preface

• 2.1 Abstract
• 2.2 Stake Holders
• 2.3 Research Scope
• 2.4 Research Methodology
  • 2.4.1 Data Mining
  • 2.4.2 Data Analysis
  • 2.4.3 Data Validation
  • 2.4.4 Research Approach
• 2.5 Research Sources
  • 2.5.1 Primary Research Sources
  • 2.5.2 Secondary Research Sources
  • 2.5.3 Assumptions

3 Market Trend Analysis

• 3.1 Introduction
• 3.2 Drivers
• 3.3 Restraints
• 3.4 Opportunities
• 3.5 Threats
• 3.6 Application Analysis
• 3.7 Emerging Markets
• 3.8 Impact of Covid-19

4 Porters Five Force Analysis

• 4.1 Bargaining power of suppliers
• 4.2 Bargaining power of buyers
• 4.3 Threat of substitutes
• 4.4 Threat of new entrants
• 4.5 Competitive rivalry

5 Global Automotive Power Modules Market, By Electric Propulsion

• 5.1 Introduction
• 5.2 Plug-in Hybrid Vehicle
• 5.3 Full Hybrid Vehicle
• 5.4 Battery Electric Vehicle

6 Global Automotive Power Modules Market, By Vehicle Type

• 6.1 Introduction
• 6.2 Commercial Vehicles
• 6.3 Passenger Cars

7 Global Automotive Power Modules Market, By Application

• 7.1 Introduction
• 7.2 Direct Current to Direct Current Converter
• 7.3 Traction Inverter
• 7.4 On-Board Charger
• 7.5 Other Applications

8 Global Automotive Power Modules Market, By Geography

• 8.1 Introduction
• 8.2 North America
  • 8.2.1 US
  • 8.2.2 Canada
  • 8.2.3 Mexico
• 8.3 Europe
  • 8.3.1 Germany
  • 8.3.2 UK
  • 8.3.3 Italy
  • 8.3.4 France
  • 8.3.5 Spain
  • 8.3.6 Rest of Europe
• 8.4 Asia Pacific
  • 8.4.1 Japan
  • 8.4.2 China
  • 8.4.3 India
  • 8.4.4 Australia
  • 8.4.5 New Zealand
  • 8.4.6 South Korea
  • 8.4.7 Rest of Asia Pacific
• 8.5 South America
  • 8.5.1 Argentina
  • 8.5.2 Brazil
  • 8.5.3 Chile
  • 8.5.4 Rest of South America
• 8.6 Middle East & Africa
  • 8.6.1 Saudi Arabia
  • 8.6.2 UAE
  • 8.6.3 Qatar
  • 8.6.4 South Africa
  • 8.6.5 Rest of Middle East & Africa

9 Key Developments

• 9.1 Agreements, Partnerships, Collaborations and Joint Ventures
• 9.2 Acquisitions & Mergers
• 9.3 New Product Launch
• 9.4 Expansions
• 9.5 Other Key Strategies

10 Company Profiling

• 10.1 Broadcom Inc
• 10.2 Continental AG
• 10.3 Delphi Technologies
• 10.4 Denso Corporation
• 10.5 Emerson Electric
• 10.6 Harman International
• 10.7 NXP Semiconductors
• 10.8 Panasonic Corporation
• 10.9 Siemens AG
• 10.10 Toshiba Corporation