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カーエレクトロニクスの世界市場 2024-2031

Global Automotive Electronics Market - 2024-2031
出版日: | 発行: DataM Intelligence | ページ情報: 英文 183 Pages | 納期: 約2営業日

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カーエレクトロニクスの世界市場 2024-2031
出版日: 2024年02月13日
発行: DataM Intelligence
ページ情報: 英文 183 Pages
納期: 約2営業日
ご注意事項 :
本レポートは最新情報反映のため適宜更新し、内容構成変更を行う場合があります。ご検討の際はお問い合わせください。
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  • 目次
概要

概要

カーエレクトロニクスの世界市場は、2023年に65億米ドルに達し、2024年から2031年の予測期間中にCAGR 8.5%で成長し、2031年には124億米ドルに達すると予測されています。

自律走行における代替ドライブと安全面は、電力網の需要を増大させる。自動車の安全性と快適性のためにはより多くの電力が必要であり、一方で電動化はCO2排出量を削減します。そのためには、充電インフラの拡大、送電網のアップグレード、スマート・ソリューションの導入、エネルギー貯蔵の利用が必要となります。

2050年までのネット・ゼロ・エミッション・シナリオに沿って、2031年までに3億台以上の電気自動車を保有し、新車販売の60％を電気自動車が占めるようにする計画です。販売シェアは年率6％未満で徐々に拡大していくことを目標としています。電気自動車の販売台数の伸びは、電動化への大きな投資を促しており、2021年には運輸部門における最終用途への投資全体の65％以上を占めました。国際エネルギー機関（IEA）は、このシェアは2022年にはさらに74%以上に増加すると予測しています。

2023年には、北米が世界のカーエレクトロニクス市場の約25%を占め、2番目に急成長する地域になると予想されています。この地域の多くの車載エレクトロニクス企業は、市場での地位を拡大するために提携や協力関係を打ち出しています。例えば、2023年1月、米国を拠点とするカーエレクトロニクス・サプライヤーは、半導体およびソフトウェア・メーカーのクアルコムと技術提携し、自動車企業の最新コックピットを実現する先進的な自動車コックピット・ドメイン・コントローラーを構築すると発表しました。

ダイナミクス

ソフトウェアと電気部品の成長

ACES動向として知られる自律走行、コネクテッドカー、パワートレインの電動化、シェアードモビリティの融合は、カーエレクトロニクス業界を再構築しています。これらの動向は相互に関連し、相互に補強し合っているため、カーエレクトロニクスのバリューチェーン全体に大きな混乱をもたらし、関係するすべての利害関係者に影響を与えています。

こうした動向の重要な帰結のひとつが、自動車用ソフトウェアと電気・電子部品市場の急成長です。最近の分析によると、同市場のCAGRは7％で、2020年の2,380億米ドルから2031年には4,690億米ドルに拡大すると予測されています。これに対し、自動車市場全体の同期間のCAGRは3％と予想されています。これは、ソフトウェアとE/E市場が市場全体の成長を大きく上回ることを示しています。

進化する自動車産業

先進エレクトロニクスの統合は、自律走行機能、コネクティビティ機能、電動パワートレイン、新しいモビリティ・サービスの開発を可能にします。その結果、自動車会社とその経営陣は、業界の進化する要求に応える上でソフトウェアとE/Eコンポーネントが極めて重要であることを認識し、エレクトロニクスに重点を移すようになった。

自動車におけるソフトウェアと電子部品への依存度の高まりは、従来の自動車メーカーとテクノロジー企業との協業、投資、戦略的パートナーシップにつながっています。こうしたパートナーシップは、ソフトウェア開発、コネクティビティ・ソリューション、先進エレクトロニクスの専門知識を活用し、進化する自動車情勢において競争力を維持することを目的としています。

現代の自動車における複雑なカーエレクトロニクス・システム

インフォテインメントや 促進要因・アシスタンス・アプリケーションなどの要因による自動車の機能拡張により、現代のプレミアムクラスの自動車、特にカーエレクトロニクス・システムの複雑化は著しく進んでいます。この拡大は、自動車内の他のさまざまな応用分野にも及んでいます。

車載エレクトロニクス・システムの複雑化は、設計、開発、統合、全体的なシステム管理の面で課題を突きつけています。インフォテインメントシステム、運転支援システム、コネクティビティ、その他のアプリケーションなどの先進機能を統合するには、さまざまな電子部品やサブシステム間の複雑な調整と同期が必要です。

目次

第1章 調査手法と調査範囲

第2章 定義と概要

第3章 エグゼクティブサマリー

第4章 市場力学

  • 影響要因
    • 促進要因
      • ソフトウェアと電気部品の成長
      • 進化する自動車産業
    • 抑制要因
      • 最新の自動車における複雑なカーエレクトロニクス・システム
    • 機会
    • 影響分析

第5章 産業分析

  • ポーターのファイブフォース分析
  • サプライチェーン分析
  • 価格分析
  • 規制分析
  • ロシア・ウクライナ戦争の影響分析
  • DMIの見解

第6章 COVID-19分析

第7章 タイプ別

  • エンジン・エレクトロニクス
  • トランスミッションエレクトロニクス
  • シャシー・エレクトロニクス
  • 促進要因アシスト
  • エンターテインメント・システム
  • エレクトロニック＆インテグレーテッド
  • コックピット・システム

第8章 エンドユーザー別

  • 自動車メーカー
  • フリートオペレーター
  • 政府・公共交通機関
  • エレクトロニクスメーカー

第9章 地域別

  • 北米
    • 米国
    • カナダ
    • メキシコ
  • 欧州
    • ドイツ
    • 英国
    • フランス
    • イタリア
    • ロシア
    • その他欧州
  • 南米
    • ブラジル
    • アルゼンチン
    • その他南米
  • アジア太平洋
    • 中国
    • インド
    • 日本
    • オーストラリア
    • その他アジア太平洋地域
  • 中東・アフリカ

第10章 競合情勢

  • 競合シナリオ
  • 市況/シェア分析
  • M&A分析

第11章 企業プロファイル

  • Geotab
    • 会社概要
    • 製品ポートフォリオと説明
    • 財務概要
    • 主な発展
  • MiX Electronics
  • Verizon Connect
  • Teletrac Navman
  • Omnitracs LLC
  • CalAmp
  • Samsara
  • TomTom
  • Trimble
  • Fleet Complete

第12章 付録

目次
Product Code: AUTR5644

Overview

Global Automotive Electronics Market reached US$ 6.5 billion in 2023 and is expected to reach US$ 12.4 billion by 2031, growing with a CAGR of 8.5% during the forecast period 2024-2031.

Alternative drives and safety aspects in autonomous driving increase power electrical grid demands. More electrical power is needed for vehicle safety and comfort, while electrification reduces CO2 emissions. It requires expanding charging infrastructure, upgrading the grid, implementing smart solutions and using energy storage.

In line with the Net Zero Emissions by 2050 Scenario, the plan is to have an electric car fleet of over 300 million by 2031, with electric cars accounting for 60% of new car sales. The goal is to gradually increase their sales share by less than 6% per year. The growth in electric vehicle sales is driving significant investment in electrification which was accounted for more than 65% of overall end-use investment in the transport sector in 2021. The International Energy Agency estimates this share further increase to over 74% in 2022.

In 2023, North America is expected to be the second-fastest growing region, holding about 25% of the global automotive electronics market. Many automotive electronics companies in the region are launching partnerships and collaborations to expand their market position. For example, in January 2023, a U.S.-based automotive electronics supplier announced a technical collaboration with semiconductor and software maker Qualcomm to build an advanced automotive cockpit domain controller to enable automotive firms' modern cockpits.

Dynamics

Growth in Software and Electrical Components

The convergence of autonomous driving, connected vehicles, electrification of powertrains and shared mobility which is known as the ACES trends, reshaping the automotive electronics industry. The trends are interconnected and mutually reinforcing, leading to significant disruptions across the automotive electronics value chain and impacting all stakeholders involved.

One key consequence of these trends is the rapid growth in the market for automotive software and electrical and electronic components. According to a recent analysis the market is projected to experience a compound annual growth rate of 7 percent, expanding from US$ 238 billion in 2020 to US$ 469 billion by 2031. In comparison, the overall automotive market is expected to grow at a compound annual rate of 3% during the same period. It indicates that the software and E/E market will outpace overall market growth significantly.

Evolving Automotive Industry

The integration of advanced electronics enables the development of autonomous driving capabilities, connectivity features, electrified powertrains and new mobility services. As a result, automotive companies and their executives have shifted their focus to electronics recognizing the critical importance of software and E/E components in meeting the evolving demands of the industry.

The increasing reliance on software and electronic components in vehicles has led to collaborations, investments and strategic partnerships between traditional automotive manufacturers and technology companies. The partnerships aim to leverage expertise in software development, connectivity solutions and advanced electronics to stay competitive in the evolving automotive landscape.

Complex Automotive Electronics Systems in Modern Vehicles

The increasing complexity of modern premium-class vehicles, specifically in the context of automotive electronics systems significantly grown due to the expansion of functionality in cars which are driven by factors such as infotainment and driver assistance applications. The expansion extends to various other fields of application within vehicles.

The growing complexity of automotive electronics systems poses challenges in terms of design, development, integration and overall system management. The integration of advanced features like infotainment systems, driver assistance systems, connectivity and other applications requires intricate coordination and synchronization among various electronic components and subsystems.

Segment Analysis

The global automotive electronics market is segmented based on type, end-user and region.

Rising Demand for Driving Assistance Drives the Segment Growth

Driver assistance is expected to be the fastest growing segment with 1/3rd of the market during the forecast period 2024-2031. Manufacturers like as Continental AG, DENSO Corporation, Infineon Technologies AG and Robert Bosch GmbH are creating safety systems automobiles to meet the growing need for driver assistance. Factors such as increased emphasis on vehicle safety and an increase in the incidence of road accidents help to drive the segment's growth.

For example, in March 2023, Hyundai Motor India Limited unveiled its new Hyundai Verna, which includes a level 2 ADAS system and 65 advanced safety features, among other things. The new Verna would also feature Hyundai's Smart Sense safety features, which would receive automated sensing technology with radars, cameras to detect impediments and sensors on the road and aid in correcting alerts and actions.

Geographical Penetration

Rising Presence of Major Players in Asia-Pacific

Asia-Pacific is the dominant region in the global automotive electronics market covering about 30% of the market. The region's lower costs, abundant labor and established manufacturing base have made it an attractive alternative for companies. Automotive manufacturers aim to increase their production volume by adopting modern production technology. For instance, Mercedes Benz, General Motors and Volkswagen shifted their production plants to developing countries.

Micron Technology is in discussions to set up a state-of-the-art semiconductor packaging plant in India, representing an investment of over US$ 1 billion. The move will strengthen the company's foothold in the international scene. With this new setup, Micron will create jobs, increase its production capabilities and make the latest technology available to customers in the region.

Competitive Landscape

The major global players in the market include Geotab, MiX Electronics, Verizon Connect, Teletrac Navman, Omnitracs LLC, CalAmp, Samsara, TomTom, Trimble and Fleet Complete.

COVID-19 Impact

The shortage of semiconductor chips has significantly impacted the automotive electronics industry. The COVID-19 pandemic had a significant impact on the manufacturing world, including the automotive electronics industry. China and Taiwan, as major semiconductor manufacturing hubs had faced challenges in chip production due to worker shortages and labor-related issues.

The availability of raw materials for semiconductor production was been a challenge during COVID-19 even during periods when manufacturing capacity has returned to a relatively normal level. China plays a dominant role in the production of crucial raw materials used in semiconductor manufacturing, such as silicon, germanium and gallium arsenide. The mining, processing and production industries associated with these materials have also faced labor and supply challenges similar to those experienced by Chinese manufacturers.

Russia-Ukraine War Impact

The Russian invasion of Ukraine has caused many accountable effects into the semiconductor supply chain and the automotive industry. Ukraine supplies between around 30-35% of the world's purified neon gas, while Russia supplies around 30% of palladium, a rare metal necessary for semiconductors. Furthermore, air transport of semiconductors has been drastically impacted by higher costs and reduced availability of shipping volume.

The war between Russia and Ukraine has created an additional problem for Original Equipment Manufacturers (OEMs). Owing to the competition for critical vehicle components, such as wiring harnesses, OEMs have had to reduce their production volumes to maintain supply. The decrease in demand for semiconductor-based components has added further uncertainty to the market.

AI Impact

Autonomous driving assistance systems are equipped with a combination of sensor technologies and AI processing algorithms to sense the environment surrounding a vehicle, process the data and provide the driver with information and take autonomous action. It allows driver to receive alerts of potential dangers and take the appropriate steps to avoid any potentially deadly car accidents.

AI can help provide computational requirements to vehicles, like cars. After perceiving their environment using high-resolution, 360-degree cameras and lidars, the vehicle can plan a safe route to its destination based on the data it has collected and processed. It helps ensure that the vehicle makes the safest journey.

By Type

  • Engine Electronics
  • Transmission Electronics
  • Chassis Electronics
  • Driver Assistance
  • Entertainment Systems
  • Electronic and Integrated
  • Cockpit Systems

By End-User

  • Automotive Manufacturers
  • Fleet Operators
  • Government and Public Transportation Agencies
  • Electronics Manufacturers

By Region

  • North America
    • U.S.
    • Canada
    • Mexico
  • Europe
    • Germany
    • UK
    • France
    • Italy
    • Russia
    • Rest of Europe
  • South America
    • Brazil
    • Argentina
    • Rest of South America
  • Asia-Pacific
    • China
    • India
    • Japan
    • Australia
    • Rest of Asia-Pacific
  • Middle East and Africa

Key Developments

  • In January 2023, BMW showcased the i Vision Dee at CES 2023, providing drivers with the ability to harness the car's digital capabilities. The central control features a mixed reality slider that transforms the windshield into a periodically changing portal of digital experiences. Shy-Tech technology touch sensors enable the vehicle owner to adjust the levels of digital content.
  • In July 2023, Altium and Ansys partnerships to enhance the electronic design and development process by establishing a digital connection between Altium's electronic computer-aided design tools and Ansys Electronics Desktop. The collaborative integration, expected to be released in the latter half of 2023, introduces a higher degree of digital continuity, thereby mitigating development time and the potential for design mistakes.
  • In June 2023, AMD unveiled the Versal Premium VP1902 adaptive system-on-chip (SoC), which is touted as the world's largest adaptive SoC. With an impressive 18.5 million logic cells compressed into a 77x77 mm area on a four-tile interconnected chiplet, this SoC offers double the density and double the bandwidth compared to the previous generation Versal premium device.

Why Purchase the Report?

  • To visualize the global automotive electronics market segmentation based on type, end-user and region, as well as understand key commercial assets and players.
  • Identify commercial opportunities by analyzing trends and co-development.
  • Excel data sheet with numerous data points of automotive electronics market-level with all segments.
  • PDF report consists of a comprehensive analysis after exhaustive qualitative interviews and an in-depth study.
  • Product mapping available as excel consisting of key products of all the major players.

The global automotive electronics market report would provide approximately 54 tables, 45 figures and 183 pages.

Target Audience 2024

  • Manufacturers/ Buyers
  • Industry Investors/Investment Bankers
  • Research Professionals
  • Emerging Companies

Table of Contents

1. Methodology and Scope

  • 1.1. Research Methodology
  • 1.2. Research Objective and Scope of the Report

2. Definition and Overview

3. Executive Summary

  • 3.1. Snippet by Type
  • 3.2. Snippet by End-User
  • 3.3. Snippet by Region

4. Dynamics

  • 4.1. Impacting Factors
    • 4.1.1. Drivers
      • 4.1.1.1. Growth in Software and Electrical Components
      • 4.1.1.2. Evolving Automotive Industry
    • 4.1.2. Restraints
      • 4.1.2.1. Complex Automotive Electronics Systems in Modern Vehicles
    • 4.1.3. Opportunity
    • 4.1.4. Impact Analysis

5. Industry Analysis

  • 5.1. Porter's Five Force Analysis
  • 5.2. Supply Chain Analysis
  • 5.3. Pricing Analysis
  • 5.4. Regulatory Analysis
  • 5.5. Russia-Ukraine War Impact Analysis
  • 5.6. DMI Opinion

6. COVID-19 Analysis

  • 6.1. Analysis of COVID-19
    • 6.1.1. Scenario Before COVID
    • 6.1.2. Scenario During COVID
    • 6.1.3. Scenario Post COVID
  • 6.2. Pricing Dynamics Amid COVID-19
  • 6.3. Demand-Supply Spectrum
  • 6.4. Consumer Electronics Initiatives Related to the Market During Pandemic
  • 6.5. Manufacturers Strategic Initiatives
  • 6.6. Conclusion

7. By Type

  • 7.1. Introduction
    • 7.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
    • 7.1.2. Market Attractiveness Index, By Type
  • 7.2. Engine Electronics*
    • 7.2.1. Introduction
    • 7.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
  • 7.3. Transmission Electronics
  • 7.4. Chassis Electronics
  • 7.5. Driver Assistance
  • 7.6. Entertainment Systems
  • 7.7. Electronic and Integrated
  • 7.8. Cockpit Systems

8. By End-User

  • 8.1. Introduction
    • 8.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
    • 8.1.2. Market Attractiveness Index, By End-User
  • 8.2. Automotive Manufacturers*
    • 8.2.1. Introduction
    • 8.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
  • 8.3. Fleet Operators
  • 8.4. Government and Public Transportation Agencies
  • 8.5. Electronics Manufacturers

9. By Region

  • 9.1. Introduction
    • 9.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Region
    • 9.1.2. Market Attractiveness Index, By Region
  • 9.2. North America
    • 9.2.1. Introduction
    • 9.2.2. Key Region-Specific Dynamics
    • 9.2.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
    • 9.2.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
    • 9.2.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
      • 9.2.5.1. U.S.
      • 9.2.5.2. Canada
      • 9.2.5.3. Mexico
  • 9.3. Europe
    • 9.3.1. Introduction
    • 9.3.2. Key Region-Specific Dynamics
    • 9.3.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
    • 9.3.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
    • 9.3.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
      • 9.3.5.1. Germany
      • 9.3.5.2. UK
      • 9.3.5.3. France
      • 9.3.5.4. Italy
      • 9.3.5.5. Russia
      • 9.3.5.6. Rest of Europe
  • 9.4. South America
    • 9.4.1. Introduction
    • 9.4.2. Key Region-Specific Dynamics
    • 9.4.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
    • 9.4.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
    • 9.4.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
      • 9.4.5.1. Brazil
      • 9.4.5.2. Argentina
      • 9.4.5.3. Rest of South America
  • 9.5. Asia-Pacific
    • 9.5.1. Introduction
    • 9.5.2. Key Region-Specific Dynamics
    • 9.5.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
    • 9.5.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
    • 9.5.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
      • 9.5.5.1. China
      • 9.5.5.2. India
      • 9.5.5.3. Japan
      • 9.5.5.4. Australia
      • 9.5.5.5. Rest of Asia-Pacific
  • 9.6. Middle East and Africa
    • 9.6.1. Introduction
    • 9.6.2. Key Region-Specific Dynamics
    • 9.6.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
    • 9.6.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User

10. Competitive Landscape

  • 10.1. Competitive Scenario
  • 10.2. Market Positioning/Share Analysis
  • 10.3. Mergers and Acquisitions Analysis

11. Company Profiles

  • 11.1. Geotab*
    • 11.1.1. Company Overview
    • 11.1.2. Product Portfolio and Description
    • 11.1.3. Financial Overview
    • 11.1.4. Key Developments
  • 11.2. MiX Electronics
  • 11.3. Verizon Connect
  • 11.4. Teletrac Navman
  • 11.5. Omnitracs LLC
  • 11.6. CalAmp
  • 11.7. Samsara
  • 11.8. TomTom
  • 11.9. Trimble
  • 11.10. Fleet Complete

LIST NOT EXHAUSTIVE

12. Appendix

  • 12.1. About Us and Services
  • 12.2. Contact Us