電気自動車用半導体の世界市場：成長機会

世界の電気自動車用半導体の市場規模は、2021年から2026年にかけて約32.1％のCAGRで成長すると予測されています。

厳しい排ガス規制、政府支援、ADASや車両自律化の推進、小型化傾向、積極的なEVの発売、自動車メーカーの電動化目標などが、EVにおける効率的で堅牢な半導体の必要性を高めると予想されます。しかし予測期間中は、パンデミック後によるチップ不足危機、競争激化、EV支援インフラの不備、地政学的緊張が市場成長の阻害要因になると予想されます。

当レポートでは、世界の電気自動車用半導体市場について調査分析し、戦略的必須要件、地域・車種・コンポーネント・用途別成長機会分析、地域別成長機会分析に関する情報を提供しています。

目次

戦略的必須要件

• 成長がますます困難になるのはなぜか？
• 戦略的必須要件 8（TM）
• 電気自動車用半導体産業に対する上位3つの戦略的必須要件の影響
• 成長機会がGrowth Pipeline Engine (TM)を促進

成長機会分析

• 分析の範囲
• 市場セグメンテーション：地域別
• 市場セグメンテーション：車種別
• 市場セグメンテーション：コンポーネント別
• 市場セグメンテーション：用途別
• 主要な競合他社
• 主要な成長指標
• 流通チャネル
• 成長の促進要因
• 成長の促進要因分析
• 成長の抑制要因
• 成長の抑制要因分析
• 予測の前提条件
• 収益予測
• 収益予測分析
• 収益予測：車種別
• 収益予測分析：車種別
• 収益予測：コンポーネント別
• 収益予測分析：コンポーネント別
• 収益予測：用途別
• 収益予測分析：用途別
• EVパワートレインにおけるSiCとSiの比較
• 収益予測：地域別
• 収益予測分析：地域別
• 価格動向と予測分析
• 競合環境
• 収益シェア
• 収益シェア分析
• 企業プロファイル-Infineon Technologies
• 企業プロファイル-STMicroelectronics
• 企業プロファイル-NXP Semiconductors
• 企業プロファイル-Texas Instruments
• 企業プロファイル-Renesas Electronics
• 参加者上位5-SWOT分析
• 参加者上位5-製品と用途のハイライト
• 競合分析

成長機会分析-欧州・中東・アフリカ

• 主要な成長指標：欧州・中東・アフリカ
• 収益予測：欧州・中東・アフリカ
• 収益予測分析：欧州・中東・アフリカ
• 収益予測：車種別（欧州・中東・アフリカ）
• 収益予測分析：車種別（欧州・中東・アフリカ）
• 収益予測：コンポーネント別（欧州・中東・アフリカ）
• 収益予測：用途別（欧州・中東・アフリカ）
• 競合環境：欧州・中東・アフリカ

成長機会分析-アジア太平洋

• 主要な成長指標：アジア太平洋
• 収益予測：アジア太平洋
• 収益予測分析：アジア太平洋
• 収益予測：車種別（アジア太平洋）
• 収益予測分析：車種別（アジア太平洋）
• 収益予測：コンポーネント別（アジア太平洋）
• 収益予測：用途別（アジア太平洋）
• 競合環境：アジア太平洋

成長機会分析-南北アメリカ

• 主要な成長指標：南北アメリカ
• 収益予測：南北アメリカ
• 収益予測分析：南北アメリカ
• 収益予測：車種別（南北アメリカ）
• 収益予測分析：車種別（南北アメリカ）
• 収益予測：コンポーネント別（南北アメリカ）
• 収益予測：用途別（南北アメリカ）
• 競合環境：南北アメリカ

成長機会ユニバース

• 成長機会1：効率的な需要管理の最適化のための強力な産業コラボレーション
• 成長機会2：EVの安全パラメーターを支援するMEMS技術
• 成長機会3：高エネルギー密度とより長い走行距離を備えたEVへの化合物半導体の採用
• 成長機会4：リスクのないサプライチェーンのためのチップ製造のローカル化

次のステップ

Future Growth Potential Enhanced by Vehicle Autonomy and Electrification, Stringent Emission Regulations and the Fleet Electrification Milestones of Automakers

The global electric vehicle (EV) semiconductor market is estimated to experience an approximate 32.1% compound annual growth rate (CAGR) from 2021 to 2026. Semiconductors contribute to making EVs efficient, interactive, and safe, supporting various in-vehicle interactivity features, vehicle firmware, and EV batteries and powertrains. The need for longer driving range and faster charging times in EVs has led to the usage of advanced semiconductor technologies, such as silicon carbide (SiC) and gallium nitride (GaN).

With 2021 as the base year, the study provides market size estimates and growth prospects up to 2026. Revenue forecast, pricing trends, competitive analysis, COVID-19 impact discussion, and company profiles of leading manufacturers are included in the study, which follows a specific methodology comprising discussions with senior management of EV semiconductor manufacturers and automotive original equipment manufacturers supported by secondary research.

Research Scope:

The scope of this Frost & Sullivan study is limited to semiconductors used in battery electric vehicles (BEV) and plug-in hybrid electric vehicles (PHEV) and excludes aftermarket and semiconductors used in EV supply equipment. The study's main objective is to identify key growth opportunities, drivers, and restraints in the EV semiconductor market. The study includes in-depth market analyses for the forecast period of 2022 to 2026 by vehicle type (BEV and PHEV), component (analog, memory, discrete, logic, and others), application (powertrain, chassis and safety, infotainment and telematics, body and convenience, and advanced driver-assistance systems [ADAS]), and geography (Europe, Middle East, and Africa [EMEA]; Asia-Pacific; and the Americas).

Research Highlights:

• Stringent emission regulations, government support, push toward ADAS and vehicle autonomy, miniaturization trend, aggressive EV launches, and the fleet electrification targets of automotive manufacturers would drive the need for efficient and robust semiconductors in EVs.

• The post-pandemic chip shortage crisis, increasing competitive intensity, inadequate EV supporting infrastructure, and geopolitical tensions are expected growth restraints to the market during the forecast period.

• Robust industry collaborations, microelectromechanical systems (MEMS) technology, adoption of compound semiconductors such as SiC and GaN, and localization of chip manufacturing are future growth opportunities for semiconductor vendors in the market.

• EMEA led the market by revenue in 2021 and is forecast to witness a CAGR of 26.7% between 2021 and 2026. However, Asia-Pacific is predicted to be the fastest-growing region with a 37.1% CAGR, regaining its market dominance in the forecast period.

• The EV semiconductor market generated $5,428.6 million in revenue in 2021, with a base year growth rate of 99.8%. BEVs are expected to remain the dominant vehicle type segment with a 33.1% CAGR between 2021 and 2026. By component, discrete would be the fastest-growing segment with a projected CAGR of 32.7%. The powertrain segment would continue to dominate the market by application, but ADAS is estimated to witness the highest growth at 38.9% CAGR between 2021 and 2026.

Table of Contents

Strategic Imperatives

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top Three Strategic Imperatives on the Electric Vehicle Semiconductor Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis

• Scope of Analysis
• Market Segmentation by Region
• Market Segmentation by Vehicle Type
• Market Segmentation by Component
• Market Segmentation by Application
• Key Competitors
• Key Growth Metrics
• Distribution Channel
• Growth Drivers
• Growth Driver Analysis
• Growth Driver Analysis (continued)
• Growth Driver Analysis (continued)
• Growth Driver Analysis (continued)
• Growth Driver Analysis (continued)
• Growth Driver Analysis (continued)
• Growth Driver Analysis (continued)
• Growth Restraints
• Growth Restraint Analysis
• Growth Restraint Analysis (continued)
• Growth Restraint Analysis (continued)
• Growth Restraint Analysis (continued)
• Growth Restraint Analysis (continued)
• Forecast Assumptions
• Revenue Forecast
• Revenue Forecast Analysis
• Revenue Forecast Analysis (continued)
• Revenue Forecast by Vehicle Type
• Revenue Forecast Analysis by Vehicle Type
• Revenue Forecast Analysis by Vehicle Type (continued)
• Revenue Forecast by Component
• Revenue Forecast Analysis by Component
• Revenue Forecast Analysis by Component (continued)
• Revenue Forecast Analysis by Component (continued)
• Revenue Forecast Analysis by Component (continued)
• Revenue Forecast Analysis by Component (continued)
• Revenue Forecast by Application
• Revenue Forecast Analysis by Application
• Revenue Forecast Analysis by Application (continued)
• Revenue Forecast Analysis by Application (continued)
• Revenue Forecast Analysis by Application (continued)
• Revenue Forecast Analysis by Application (continued)
• Revenue Forecast Analysis by Application (continued)
• Comparison between SiC and Si in EV Powertrains
• Revenue Forecast by Region
• Revenue Forecast Analysis by Region
• Pricing Trends and Forecast Analysis
• Pricing Trends and Forecast Analysis (continued)
• Competitive Environment
• Revenue Share
• Revenue Share Analysis
• Revenue Share Analysis (continued)
• Company Profile-Infineon Technologies
• Company Profile-STMicroelectronics
• Company Profile-NXP Semiconductors
• Company Profile-Texas Instruments
• Company Profile-Renesas Electronics
• Top 5 Participants-SWOT Analysis
• Top 5 Participants-SWOT Analysis (continued)
• Top 5 Participants-SWOT Analysis (continued)
• Top 5 Participants-Product and Application Highlights
• Competition Analysis
• Competition Analysis (continued)

Growth Opportunity Analysis-EMEA

• Key Growth Metrics for EMEA
• Revenue Forecast-EMEA
• Revenue Forecast Analysis-EMEA
• Revenue Forecast Analysis-EMEA (continued)
• Revenue Forecast by Vehicle Type-EMEA
• Revenue Forecast Analysis by Vehicle Type-EMEA
• Revenue Forecast by Component-EMEA
• Revenue Forecast by Application-EMEA
• Competitive Environment-EMEA

Growth Opportunity Analysis-APAC

• Key Growth Metrics for APAC
• Revenue Forecast-APAC
• Revenue Forecast Analysis-APAC
• Revenue Forecast Analysis-APAC (continued)
• Revenue Forecast by Vehicle Type-APAC
• Revenue Forecast Analysis by Vehicle Type-APAC
• Revenue Forecast by Component-APAC
• Revenue Forecast by Application-APAC
• Competitive Environment-APAC

Growth Opportunity Analysis-Americas

• Key Growth Metrics for the Americas
• Revenue Forecast-Americas
• Revenue Forecast Analysis-Americas
• Revenue Forecast Analysis-Americas (continued)
• Revenue Forecast by Vehicle Type-Americas
• Revenue Forecast Analysis by Vehicle Type-Americas
• Revenue Forecast by Component-Americas
• Revenue Forecast by Application-Americas
• Competitive Environment-Americas

Growth Opportunity Universe

• Growth Opportunity 1: Robust Industry Collaborations for Efficient Demand Management Optimization
• Growth Opportunity 1: Robust Industry Collaborations for Efficient Demand Management Optimization (continued)
• Growth Opportunity 2: MEMS Technology to Aid Safety Parameters in EVs
• Growth Opportunity 2: MEMS Technology to Aid Safety Parameters in EVs (continued)
• Growth Opportunity 3: Adoption of Compound Semiconductors for EVs with High Energy Density and Longer Driving Range
• Growth Opportunity 3: Adoption of Compound Semiconductors for EVs with High Energy Density and Longer Driving Range (continued)
• Growth Opportunity 4: Localization of Chip Manufacturing for a Risk-Free Supply Chain
• Growth Opportunity 4: Localization of Chip Manufacturing for a Risk-Free Supply Chain (continued)

Next Steps

• Your Next Steps
• Why Frost, Why Now?
• List of Exhibits
• List of Exhibits (continued)
• List of Exhibits (continued)
• Legal Disclaimer