차량용 파워 반도체 시장 예측(-2030년) : 전기 유형, 차종, 구성요소, 지역별 세계 분석

According to Stratistics MRC, the Global Automotive Power Semiconductor Market is accounted for $64.28 billion in 2024 and is expected to reach $104.29 billion by 2030 growing at a CAGR of 8.4% during the forecast period. Automotive power semiconductors are critical components used in the electrical and electronic systems of modern vehicles, enabling the efficient management and control of electrical power. These semiconductors, typically made from materials like silicon (Si) or silicon carbide (SiC), play a key role in applications such as electric vehicle (EV) powertrains, battery management systems, motor control, and power distribution. Automotive power semiconductors are designed to withstand harsh conditions, including high temperatures, vibrations, and electromagnetic interference, to ensure reliability and durability.

According to the data provided by the International Energy Agency for the sales of passenger cars sold globally, around 13.8 million passenger cars were sold in 2023, which reflected a rise in sales of 35.3% as compared to the previous year, 2022. According to Intel, global car sales are anticipated to reach around 101.4 million units in 2030, and autonomous vehicles are estimated to account for around 12% of car registrations by 2030.

Market Dynamics:

Driver:

Increasing demand for electric vehicles

Power semiconductors play a crucial role in EVs by efficiently managing the flow of electrical energy between the battery, motor, and other components. As the adoption of EVs accelerates, the need for high-performance power electronics that can handle higher power densities, improve efficiency, and reduce energy losses becomes more critical. Power semiconductors, such as IGBTs (Insulated Gate Bipolar Transistors) and MOSFETs (Metal-Oxide-Semiconductor Field-Effect Transistors), are essential in controlling motor drives, inverters, and battery management systems, directly impacting the vehicle's performance and range.

Restraint:

High capital investment for fabrication

High capital investment in fabrication is a significant challenge for the automotive power semiconductor industry. Semiconductor manufacturing, especially for automotive applications, involves complex, high-precision processes that require advanced facilities and technology. The initial setup of fabrication plants (fabs) demands substantial financial investment in specialized equipment, clean rooms, and skilled labor, making it difficult for smaller players to enter the market. The automotive sector has stringent quality and reliability standards, demanding continuous R&D and innovation, which further adds to the cost burden.

Opportunity:

Increased adoption of advanced driver assistance systems

ADAS technologies, such as adaptive cruise control, lane-keeping assist, and automatic emergency braking, rely on a range of sensors, cameras, and radar systems, which demand efficient power management solutions. Automotive power semiconductors, including power transistors and diodes, play a critical role in ensuring the proper functioning of these systems by regulating power delivery to various electronic components. As automakers integrate more ADAS features into their vehicles to meet safety and regulatory standards, the need for high-performance, energy-efficient semiconductors has risen. Power semiconductors help in enhancing the efficiency, reliability, and thermal management of these complex systems, which require consistent power performance under varying driving conditions.

Threat:

Reliability and durability issues

Reliability and durability challenges in automotive power semiconductors are significant barriers to their widespread adoption in modern vehicles. These semiconductors play a crucial role in electric vehicle (EV) powertrains, battery management systems, and advanced driver-assistance systems (ADAS). However, they must operate efficiently under extreme conditions such as high temperatures, electrical stress, and vibrations, which are common in automotive environments. Inadequate thermal management and packaging can lead to premature failure, reducing the lifespan of these components.

Covid-19 Impact:

The COVID-19 pandemic significantly impacted the automotive power semiconductor market, both in terms of production and demand. During the early stages of the pandemic, semiconductor manufacturing facilities faced shutdowns, supply chain disruptions, and labor shortages, leading to delays in production and delivery. This resulted in a global shortage of critical automotive semiconductors, which are essential for electric vehicle (EV) powertrains, advanced driver-assistance systems (ADAS), and other electronic features. At the same time, automakers temporarily reduced production due to lower vehicle demand and the closure of dealerships, further exacerbating the semiconductor supply crunch.

The Battery Operated Electric Vehicle segment is expected to be the largest during the forecast period

Battery Operated Electric Vehicle segment is expected to dominate the largest share over the estimated period. Power semiconductors control the flow of electricity between the battery, motor, and other components, ensuring that energy is distributed efficiently. With the rising adoption of EVs, there is a growing demand for high-performance semiconductors that can handle higher voltages, currents, and temperatures. This has led to the development of more advanced materials like silicon carbide (SiC) and gallium nitride (GaN), which offer greater efficiency, faster switching, and better thermal performance compared to traditional silicon-based semiconductors. These innovations enable EVs to have longer driving ranges, faster charging times, and improved overall energy efficiency.

The Voltage Suppressor segment is expected to have the highest CAGR during the forecast period

Voltage Suppressor segment is estimated to grow at a rapid pace during the forecast period. Voltage suppressors are playing a crucial role in enhancing automotive power semiconductors by protecting them from voltage spikes and transients that can occur during operation. In modern vehicles, power semiconductors control critical systems such as electric drivetrains, battery management, and advanced driver-assistance systems (ADAS). These components are highly sensitive to voltage fluctuations, which can damage or degrade their performance. Voltage suppressors, like transient voltage suppression (TVS) diodes or varistors, are designed to absorb and dissipate excessive voltage, preventing it from reaching the semiconductor. This protection ensures the reliable functioning of automotive electronics, even in the harsh environment of vehicle operations, which includes sudden changes in voltage due to power surges or electrostatic discharge.

Region with largest share:

Europe region is poised to hold the largest share of the market throughout the extrapolated period, driven by the need for higher efficiency, improved fuel economy, and the growing demand for advanced vehicle electrification, including mild-hybrid, electric, and autonomous vehicles. The 48V system provides a balance between the traditional 12V architecture and higher-voltage powertrains, offering enhanced power delivery for components like electric turbochargers, air conditioning, and power steering. This transition allows automakers to integrate more energy-efficient technologies while maintaining cost-effectiveness.

Region with highest CAGR:

North America region is estimated to witness the highest CAGR during the projected time frame, by fostering innovation, expanding capabilities, and strengthening the supply chain. By joining forces, automotive giants and semiconductor firms can leverage each other's expertise in areas such as power management, energy efficiency, and high-performance computing. Partnerships also enable joint research and development efforts to produce cutting-edge solutions that meet the unique requirements of the automotive industry. Additionally, these collaborations help optimize manufacturing processes, improve the reliability of semiconductor components, and accelerate the development of new products.

Key players in the market

Some of the key players in Automotive Power Semiconductor market include Infineon Technologies, Microchip Technologies Inc, Mitsubishi Electric Corporation, NXP Semiconductors, Qualcomm Corporation, Renesas Electronics Corporation, Rohm Semiconductors, Samsung Electronics, Schunk Sonosystems GmbH, ST Microelectronics, Toshiba Corporation, Vitesco Technologies, Yageo Corporation, Dallas Semiconductor and Dynex Semiconductor.

Key Developments:

In February 2024, Infineon Technologies and Honda Motor Co. signed a Memorandum of Understanding (MoU) to build a strategic collaboration for automotive semiconductor solutions. Honda has selected Infineon as its semiconductor partner to enhance the development of competitive and advanced vehicles. The collaboration will leverage Infineon's expertise in power semiconductors, Advanced Driver Assistance Systems (ADAS), and Electrical/Electronic (E/E) architectures.

In June 2023, Nidec Corporation and Renesas Electronics Corporation collaborated to develop semiconductor solutions for an advanced E-Axle (X-in-1 system) combining an EV drive motor and power electronics for electric vehicles (EVs).

In May 2023, Infineon Technologies AG and Hon Hai Technology Group forged a long-term partnership in electric vehicles (EV), aiming to pioneer advanced electromobility with enhanced efficiency and intelligence. The Memorandum of Understanding (MoU) prioritizes silicon carbide (SiC) development, combining Infineon's automotive SiC advancements with Foxconn's automotive systems expertise.

In February 2023, Wolfspeed Inc., a Silicon Carbide technology leader, and ZF, a global mobility technology company, unveiled a strategic partnership. This collaboration featured a joint innovation lab aimed at advancing Silicon Carbide systems for mobility, industrial, and energy applications. ZF also tends to make a substantial investment to aid in constructing one of the world's most advanced and largest 200mm Silicon Carbide device factories in Ensdorf, Germany.

Electric Types Covered:

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

Vehicle Types Covered:

• Passenger Cars
• Commercial Vehicles

Components Covered:

• Voltage Suppressor
• Rectifiers
• Switches
• Power Bipolar Transistors
• Other Components

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 Emerging Markets
• 3.7 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 Semiconductor Market, By Electric Type

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

6 Global Automotive Power Semiconductor Market, By Vehicle Type

• 6.1 Introduction
• 6.2 Passenger Cars
• 6.3 Commercial Vehicles
  • 6.3.1 Heavy Commercial Vehicles
  • 6.3.2 Light Commercial Vehicles

7 Global Automotive Power Semiconductor Market, By Component

• 7.1 Introduction
• 7.2 Voltage Suppressor
• 7.3 Rectifiers
• 7.4 Switches
• 7.5 Power Bipolar Transistors
• 7.6 Other Components

8 Global Automotive Power Semiconductor 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 Infineon Technologies
• 10.2 Microchip Technologies Inc
• 10.3 Mitsubishi Electric Corporation
• 10.4 NXP Semiconductors
• 10.5 Qualcomm Corporation
• 10.6 Renesas Electronics Corporation
• 10.7 Rohm Semiconductors
• 10.8 Samsung Electronics
• 10.9 Schunk Sonosystems GmbH
• 10.10 ST Microelectronics
• 10.11 Toshiba Corporation
• 10.12 Vitesco Technologies
• 10.13 Yageo Corporation
• 10.14 Dallas Semiconductor
• 10.15 Dynex Semiconductor