自動運転車・コネクテッドカー向けメモリの世界市場：市場規模・シェア分析 - 動向、促進要因、競合情勢、将来予測 (2024年～2030年)

主なハイライト

世界の自動運転車・コネクテッドカー向けメモリの市場規模は、2023年に45億9,690万米ドルと評価された後、24.0%以上のCAGRで成長し、2030年までに210億8,840万米ドルに拡大します。

この業界で観察される主要動向は、自動車への人工知能 (AI) の組み込みです。AIはインフォテインメント・システムに採用され、音声コマンドに応答し、効果的なナビゲーション・サポートを提供することでドライバーを支援する仮想パーソナルアシスタントの役割を果たし始めています。

主要な洞察

北米は2023年に約55%のシェアを獲得して業界をリードしており、この10年間もリードし続ける可能性が高いです。この優位性は、自動車技術企業の数が多いことと、この地域でコネクテッドカーや自動運転車の販売が増加していることに拠ります。

アジア太平洋は今後数年間、24.8%という最も速いペースで成長すると思われます。これは、この地域の可処分所得が上昇し、世界の他の地域よりも経済発展が進んでいるためです。

ナビゲーション・カテゴリーは、2023年には約55%のシェアを占め、市場シェアが最も大きいです。

テレマティクスのカテゴリーは、今後数年間、24.7%という最も速いペースで成長すると思われます。これは、自動運転車への好意が高まっているためです。

レベル3カテゴリーは、今後数年間で、24.9%と最も高い成長率を示すと思われます。これは、自動車における自律走行の増加、そうした自動車の採用増加、共有モビリティ・フリートにおけるレベル3自動運転車の配備によるものです。

DRAMは、2023年に約40%と最大のシェアを占めました。この部品が好まれているのは、情報を効果的に保存できることに加え、他の部品に比べて価格が安いからです。

業務用カテゴリーは、今後数年間、より速い複合年間成長率で進むと思われます。これは、商用車における車両管理および自動車追跡機能の応用が拡大しているためです。

当レポートでは、世界の自動運転車・コネクテッドカー向けメモリの市場について分析し、市場の基本構造・最新情勢や主な促進・抑制要因、世界全体および地域別・主要国の市場規模の動向見通し (金額ベース、2017～2030年)、用途別・自律性別・メモリ別・車種別の詳細動向、現在の市場競争の状況、主要企業のプロファイルなどを調査しております。

目次

第1章 調査範囲

第2章 調査手法

第3章 エグゼクティブサマリー

第4章 市場指標

第5章 業界の展望

• 市場力学
  • 動向
  • 促進要因
  • 抑制要因/課題
  • 促進要因/抑制要因の影響分析
• 新型コロナウイルス感染症 (COVID-19) の影響
• ポーターのファイブフォース分析

第6章 世界市場

• 概要
• 市場収益：用途別 (2017～2030年)
• 市場収益：自律性別 (2017～2030年)
• 市場収益：メモリ別 (2017～2030年)
• 市場収益：車種別 (2017～2030年)
• 市場収益：地域別 (2017～2030年)

第7章 北米市場

• 概要
• 市場収益：用途別 (2017～2030年)
• 市場収益：自律性別 (2017～2030年)
• 市場収益：メモリ別 (2017～2030年)
• 市場収益：車種別 (2017～2030年)
• 市場収益：国別 (2017～2030年)

第8章 欧州市場

第9章 アジア太平洋市場

第10章 ラテンアメリカ市場

第11章 中東・アフリカ市場

第12章 米国市場

• 概要
• 市場収益：用途別 (2017～2030年)
• 市場収益：自律性別 (2017～2030年)
• 市場収益：メモリ別 (2017～2030年)
• 市場収益：車種別 (2017～2030年)

第13章 カナダ市場

第14章 ドイツ市場

第15章 フランス市場

第16章 英国市場

第17章 イタリア市場

第18章 スペイン市場

第19章 日本市場

第20章 中国市場

第21章 インド市場

第22章 オーストラリア市場

第23章 韓国市場

第24章 ブラジル市場

第25章 メキシコ市場

第26章 サウジアラビア市場

第27章 南アフリカ市場

第28章 アラブ首長国連邦 (UAE) 市場

第29章 競合情勢

• 市場参入企業とその提供品目の一覧
• 主要企業の競合ベンチマーク
• 主要企業の製品ベンチマーク
• 最近の戦略展開状況

第30章 企業プロファイル

• Infineon Technologies
• Samsung Electronics Co. Ltd.
• Toshiba Corporation
• Integrated Silicon Solution Inc.
• Renesas Electronics Corporation
• Macronix International Co. Ltd.
• ATP Electronics Inc.
• Everspin Technologies Inc.
• Swissbit AG
• Microchip Technology Inc.
• Micron Technology Inc.

第31章 付録

Key Highlights

The memory market for autonomous and connected vehicles was valued at USD 4,596.9 million in 2023, and it will rise to USD 21,088.4 million, propelling at more than 24.0% CAGR, by 2030.

A major trend being observed in this industry is the incorporation of artificial intelligence (AI) in vehicles.

AI is being employed in infotainment systems, which have now started helping as virtual personal assistants, responding to voice commands and assisting drivers by offering effective navigational support.

To cater to the rising need for a better and safer driver experience, vehicle manufacturers are working together with technology firms, to integrate AI in vehicles.

The major factor driving the expansion of this industry is the increasing fondness for a greater driving experience.

With an increasing count of commercial and passenger vehicles, issues like accidents, limited accessibility of parking space, and traffic jams have become severe, particularly in developing nations, such as Indonesia, India, and China.

According to the WHO, among the 1.35 million individuals who die in road accidents annually, 93% occur in low- and middle-income nations, which only account for 60% of the worldwide vehicle fleet.

Key Insights

North America led the industry in 2023, with approximately 55% share, and it is likely to remain leading throughout this decade. The dominance is because of the high count of automotive technology firms and the increasing sales of connected and autonomous vehicles in this region.

APAC will advance at the fastest rate, of 24.8%, in the years to come. This is because of the rising disposable salary and higher economic development in this region than in other parts of the world.

The navigation category was the largest contributor to the industry in 2023, with approximately 55% share.

This is because of the rising acceptance of navigation features in automobiles, which produce large amounts of information, associated with the chokepoints or traffic on the road, alternative routes, or shortest route, which require an efficient storage mechanism.

The telematics category will propel at the fastest rate, of 24.7%, in the years to come. This will be because of the increasing fondness for autonomous vehicles.

The level 3 category will observe the highest growth, of 24.9%, in the years to come. This will be because of the rising driving autonomy in automobiles, increasing adoption of such vehicles, and the deployment of level 3 autonomous vehicles in shared mobility fleets.

Dynamic random-access memory (DRAM) accounted for the largest share of the industry in 2023, of approximately 40%. The high fondness for this component has been because of its effective storage of information as well as its lower price compared to other variants.

The commercial category will advance at a faster compound annual growth rate in the years to come. This is because of the augmented application of fleet management & automobile tracking features in commercial automobiles.

There are domestic and international OEMs that constantly compete with each other on product and price differentiation, which, sequentially, increases market competition.

Several prominent manufacturers are enhancing their presence in developing nations to access a large number of consumers and boost their profits.

Table of Contents

Chapter 1. Research Scope

• 1.1. Research Objectives
• 1.2. Market Definition
• 1.3. Analysis Period
• 1.4. Market Size Breakdown by Segments
  • 1.4.1. Market size breakdown, by application
  • 1.4.2. Market size breakdown, by autonomy
  • 1.4.3. Market size breakdown, by memory
  • 1.4.4. Market size breakdown, by vehicle
  • 1.4.5. Market size breakdown, by region
  • 1.4.6. Market size breakdown, by country
• 1.5. Market Data Reporting Unit
  • 1.5.1. Value
• 1.6. Key Stakeholders

Chapter 2. Research Methodology

• 2.1. Secondary Research
  • 2.1.1. Paid
  • 2.1.2. Unpaid
  • 2.1.3. P&S Intelligence database
• 2.2. Primary Research
• 2.3. Market Size Estimation
• 2.4. Data Triangulation
• 2.5. Currency Conversion Rates
• 2.6. Assumptions for the Study
• 2.7. Notes and Caveats

Chapter 3. Executive Summary

Chapter 4. Market Indicators

Chapter 5. Industry Outlook

• 5.1. Market Dynamics
  • 5.1.1. Trends
  • 5.1.2. Drivers
  • 5.1.3. Restraints/challenges
  • 5.1.4. Impact analysis of drivers/restraints
• 5.2. Impact of COVID-19
• 5.3. Porter's Five Forces Analysis
  • 5.3.1. Bargaining power of buyers
  • 5.3.2. Bargaining power of suppliers
  • 5.3.3. Threat of new entrants
  • 5.3.4. Intensity of rivalry
  • 5.3.5. Threat of substitutes

Chapter 6. Global Market

• 6.1. Overview
• 6.2. Market Revenue, by Application (2017-2030)
• 6.3. Market Revenue, by Autonomy (2017-2030)
• 6.4. Market Revenue, by Memory (2017-2030)
• 6.5. Market Revenue, by Vehicle (2017-2030)
• 6.6. Market Revenue, by Region (2017-2030)

Chapter 7. North America Market

• 7.1. Overview
• 7.2. Market Revenue, by Application (2017-2030)
• 7.3. Market Revenue, by Autonomy (2017-2030)
• 7.4. Market Revenue, by Memory (2017-2030)
• 7.5. Market Revenue, by Vehicle (2017-2030)
• 7.6. Market Revenue, by Country (2017-2030)

Chapter 8. Europe Market

• 8.1. Overview
• 8.2. Market Revenue, by Application (2017-2030)
• 8.3. Market Revenue, by Autonomy (2017-2030)
• 8.4. Market Revenue, by Memory (2017-2030)
• 8.5. Market Revenue, by Vehicle (2017-2030)
• 8.6. Market Revenue, by Country (2017-2030)

Chapter 9. APAC Market

• 9.1. Overview
• 9.2. Market Revenue, by Application (2017-2030)
• 9.3. Market Revenue, by Autonomy (2017-2030)
• 9.4. Market Revenue, by Memory (2017-2030)
• 9.5. Market Revenue, by Vehicle (2017-2030)
• 9.6. Market Revenue, by Country (2017-2030)

Chapter 10. LATAM Market

• 10.1. Overview
• 10.2. Market Revenue, by Application (2017-2030)
• 10.3. Market Revenue, by Autonomy (2017-2030)
• 10.4. Market Revenue, by Memory (2017-2030)
• 10.5. Market Revenue, by Vehicle (2017-2030)
• 10.6. Market Revenue, by Country (2017-2030)

Chapter 11. MEA Market

• 11.1. Overview
• 11.2. Market Revenue, by Application (2017-2030)
• 11.3. Market Revenue, by Autonomy (2017-2030)
• 11.4. Market Revenue, by Memory (2017-2030)
• 11.5. Market Revenue, by Vehicle (2017-2030)
• 11.6. Market Revenue, by Country (2017-2030)

Chapter 12. U.S. Market

• 12.1. Overview
• 12.2. Market Revenue, by Application (2017-2030)
• 12.3. Market Revenue, by Autonomy (2017-2030)
• 12.4. Market Revenue, by Memory (2017-2030)
• 12.5. Market Revenue, by Vehicle (2017-2030)

Chapter 13. Canada Market

• 13.1. Overview
• 13.2. Market Revenue, by Application (2017-2030)
• 13.3. Market Revenue, by Autonomy (2017-2030)
• 13.4. Market Revenue, by Memory (2017-2030)
• 13.5. Market Revenue, by Vehicle (2017-2030)

Chapter 14. Germany Market

• 14.1. Overview
• 14.2. Market Revenue, by Application (2017-2030)
• 14.3. Market Revenue, by Autonomy (2017-2030)
• 14.4. Market Revenue, by Memory (2017-2030)
• 14.5. Market Revenue, by Vehicle (2017-2030)

Chapter 15. France Market

• 15.1. Overview
• 15.2. Market Revenue, by Application (2017-2030)
• 15.3. Market Revenue, by Autonomy (2017-2030)
• 15.4. Market Revenue, by Memory (2017-2030)
• 15.5. Market Revenue, by Vehicle (2017-2030)

Chapter 16. U.K. Market

• 16.1. Overview
• 16.2. Market Revenue, by Application (2017-2030)
• 16.3. Market Revenue, by Autonomy (2017-2030)
• 16.4. Market Revenue, by Memory (2017-2030)
• 16.5. Market Revenue, by Vehicle (2017-2030)

Chapter 17. Italy Market

• 17.1. Overview
• 17.2. Market Revenue, by Application (2017-2030)
• 17.3. Market Revenue, by Autonomy (2017-2030)
• 17.4. Market Revenue, by Memory (2017-2030)
• 17.5. Market Revenue, by Vehicle (2017-2030)

Chapter 18. Spain Market

• 18.1. Overview
• 18.2. Market Revenue, by Application (2017-2030)
• 18.3. Market Revenue, by Autonomy (2017-2030)
• 18.4. Market Revenue, by Memory (2017-2030)
• 18.5. Market Revenue, by Vehicle (2017-2030)

Chapter 19. Japan Market

• 19.1. Overview
• 19.2. Market Revenue, by Application (2017-2030)
• 19.3. Market Revenue, by Autonomy (2017-2030)
• 19.4. Market Revenue, by Memory (2017-2030)
• 19.5. Market Revenue, by Vehicle (2017-2030)

Chapter 20. China Market

• 20.1. Overview
• 20.2. Market Revenue, by Application (2017-2030)
• 20.3. Market Revenue, by Autonomy (2017-2030)
• 20.4. Market Revenue, by Memory (2017-2030)
• 20.5. Market Revenue, by Vehicle (2017-2030)

Chapter 21. India Market

• 21.1. Overview
• 21.2. Market Revenue, by Application (2017-2030)
• 21.3. Market Revenue, by Autonomy (2017-2030)
• 21.4. Market Revenue, by Memory (2017-2030)
• 21.5. Market Revenue, by Vehicle (2017-2030)

Chapter 22. Australia Market

• 22.1. Overview
• 22.2. Market Revenue, by Application (2017-2030)
• 22.3. Market Revenue, by Autonomy (2017-2030)
• 22.4. Market Revenue, by Memory (2017-2030)
• 22.5. Market Revenue, by Vehicle (2017-2030)

Chapter 23. South Korea Market

• 23.1. Overview
• 23.2. Market Revenue, by Application (2017-2030)
• 23.3. Market Revenue, by Autonomy (2017-2030)
• 23.4. Market Revenue, by Memory (2017-2030)
• 23.5. Market Revenue, by Vehicle (2017-2030)

Chapter 24. Brazil Market

• 24.1. Overview
• 24.2. Market Revenue, by Application (2017-2030)
• 24.3. Market Revenue, by Autonomy (2017-2030)
• 24.4. Market Revenue, by Memory (2017-2030)
• 24.5. Market Revenue, by Vehicle (2017-2030)

Chapter 25. Mexico Market

• 25.1. Overview
• 25.2. Market Revenue, by Application (2017-2030)
• 25.3. Market Revenue, by Autonomy (2017-2030)
• 25.4. Market Revenue, by Memory (2017-2030)
• 25.5. Market Revenue, by Vehicle (2017-2030)

Chapter 26. Saudi Arabia Market

• 26.1. Overview
• 26.2. Market Revenue, by Application (2017-2030)
• 26.3. Market Revenue, by Autonomy (2017-2030)
• 26.4. Market Revenue, by Memory (2017-2030)
• 26.5. Market Revenue, by Vehicle (2017-2030)

Chapter 27. South Africa Market

• 27.1. Overview
• 27.2. Market Revenue, by Application (2017-2030)
• 27.3. Market Revenue, by Autonomy (2017-2030)
• 27.4. Market Revenue, by Memory (2017-2030)
• 27.5. Market Revenue, by Vehicle (2017-2030)

Chapter 28. U.A.E. Market

• 28.1. Overview
• 28.2. Market Revenue, by Application (2017-2030)
• 28.3. Market Revenue, by Autonomy (2017-2030)
• 28.4. Market Revenue, by Memory (2017-2030)
• 28.5. Market Revenue, by Vehicle (2017-2030)

Chapter 29. Competitive Landscape

• 29.1. List of Market Players and their Offerings
• 29.2. Competitive Benchmarking of Key Players
• 29.3. Product Benchmarking of Key Players
• 29.4. Recent Strategic Developments

Chapter 30. Company Profiles

• 30.1. Infineon Technologies
  • 30.1.1. Business overview
  • 30.1.2. Product and service offerings
  • 30.1.3. Key financial summary
• 30.2. Samsung Electronics Co. Ltd.
  • 30.2.1. Business overview
  • 30.2.2. Product and service offerings
  • 30.2.3. Key financial summary
• 30.3. Toshiba Corporation
  • 30.3.1. Business overview
  • 30.3.2. Product and service offerings
  • 30.3.3. Key financial summary
• 30.4. Integrated Silicon Solution Inc.
  • 30.4.1. Business overview
  • 30.4.2. Product and service offerings
  • 30.4.3. Key financial summary
• 30.5. Renesas Electronics Corporation
  • 30.5.1. Business overview
  • 30.5.2. Product and service offerings
  • 30.5.3. Key financial summary
• 30.6. Macronix International Co. Ltd.
  • 30.6.1. Business overview
  • 30.6.2. Product and service offerings
  • 30.6.3. Key financial summary
• 30.7. ATP Electronics Inc.
  • 30.7.1. Business overview
  • 30.7.2. Product and service offerings
  • 30.7.3. Key financial summary
• 30.8. Everspin Technologies Inc.
  • 30.8.1. Business overview
  • 30.8.2. Product and service offerings
  • 30.8.3. Key financial summary
• 30.9. Swissbit AG
  • 30.9.1. Business overview
  • 30.9.2. Product and service offerings
  • 30.9.3. Key financial summary
• 30.10. Microchip Technology Inc.
  • 30.10.1. Business overview
  • 30.10.2. Product and service offerings
  • 30.10.3. Key financial summary
• 30.11. Micron Technology Inc.
  • 30.11.1. Business overview
  • 30.11.2. Product and service offerings
  • 30.11.3. Key financial summary

Chapter 31. Appendix

• 31.1. Abbreviations
• 31.2. Sources and References
• 31.3. Related Reports