自動車用半導体の市場規模、シェア、成長分析：コンポーネント別、車両タイプ別、燃料タイプ別、アプリケーション別、地域別 - 産業予測、2024-2031年

自動車用半導体の市場規模は2022年に432億6,000万米ドルとなり、予測期間（2024-2031年）のCAGRは8.1%で、2023年の468億米ドルから2031年には872億米ドルまで成長する見通しです。

近年、世界の自動車用半導体市場は、消費者の嗜好の変化や自動車業界の技術進歩の影響を大きく受けています。電気自動車（EV）、自律走行機能、コネクティビティソリューションの採用が増加していることが、先端半導体技術の需要を促進しています。ADAS（先進運転支援システム）やインフォテインメントシステムのような複雑なシステムの統合が、半導体技術の革新を促進しています。SkyQuestの分析によると、Chips Actのような政府のイニシアチブは、半導体の利用を通じて自動車セクターの電動化と自律走行車への移行を支援しています。さらに、特定の自動車用途に合わせた、より専門的で効率的な半導体への動向も顕著です。例えば、米国政府はPolaris Semiconductorのミネソタ工場を拡張し、センサーとパワーチップの生産能力を2年間で倍増させるため、商務省の支援を受けて約1億2,000万米ドルを供与しました。さらに、バイデン政権は半導体製造・研究助成プログラムにおいて527億米ドルを割り当て、Polarisのオーナーが米国企業への株式売却に合意するなど、国内半導体能力を強化する戦略的な動きを反映し、国内所有権を増加させました。

目次

イントロダクション

• 調査の目的
• 定義
• 市場範囲

調査手法

• 情報調達
• 二次データソースと一次データソース
• 市場規模予測
• 市場の想定と制限

エグゼクティブサマリー

• 市場概要見通し
• 供給需要動向分析
• セグメント別機会分析

市場力学と見通し

• 市場力学
  • 促進要因
  • 機会
  • 抑制要因
  • 課題
• ポーターの分析

主な市場の考察

• 技術分析
• 価格分析
• バリューチェーン分析
• 市場のエコシステム
• スタートアップ分析
• 規制情勢
• サプライチェーン分析
• 特許分析
• 貿易分析
• ケーススタディ分析
  • 電気自動車向け車載センサーチップの開発
  • 車載用偏光ツイスター付きプリント基板のイントロダクション
  • 150℃の温度でも機能する圧力センサーの供給
  • Inseegoの5Gソリューションは南欧州のスマートシティのデジタルインフラを強化
• 顧客と購買基準の分析
• イノベーションマトリクス
• 主な投資の分析
• 主な成功要因
• 市場魅力指数
• 競合の程度

自動車用半導体市場：コンポーネント別

• 市場概要
• プロセッサー
  • マイクロプロセッサーユニット
  • マイクロコントローラーユニット
  • デジタル信号プロセッサー
  • グラフィックプロセッシングユニット
• ディスクリートパワー
  • 小信号トランジスタ
  • パワートランジスタ
  • サイリスタ
  • 整流器とダイオード
• センサー
  • イメージセンサー
    • CMOSイメージセンサー
    • CCD
  • 圧力センサー
  • 慣性センサー
    • 加速度計
    • ジャイロスコープ
  • 温度センサー
  • レーダー
• メモリ
  • DRAM
  • SRAM
• アナログIC
  • 増幅器
  • インターフェイス
  • コンバーター
  • コンパレーター
  • ASICとASSP
  • ロジックIC
  • インフォテインメントシステム、テレマティクスソリューション、接続デバイス
• 照明装置
• その他

自動車用半導体市場：車両タイプ別

• 市場概要
• 乗用車
• 小型商用車（LCV）
• 大型商用車（HCV）

自動車用半導体市場：燃料タイプ別

• 市場概要
• ガソリン
• ディーゼル
• 電気自動車
  • ハイブリッド電気自動車（HEV）
  • プラグインハイブリッド電気自動車（PHEV）
  • バッテリー電気自動車（BEV）

自動車用半導体市場：アプリケーション別

• 市場概要
  • シャーシ
  • ブレーキ
  • 操舵
  • けん引制御
  • サスペンション
  • 車両ダイナミックマネジメント
• パワートレイン
  • エンジン制御
  • EVモーター
  • トランスミッション
• 安全性
  • エアバッグ
  • ESC
  • ACC
  • ナイトビジョン
  • TPMS
  • 駐車支援
• テレマティクスとインフォテインメント
  • ダッシュボード
  • ナビゲーションシステム
  • 接続デバイス
  • オーディオビデオシステム
• ボディエレクトロニクス
  • ボディコントロールモジュール
  • SETA
  • ドア
  • ミラー・ウィンドウコントロール
  • HVACシステム

自動車用半導体市場：地域別

• 市場概要
• 北米
  • 米国
  • カナダ
• 欧州
  • ドイツ
  • スペイン
  • フランス
  • イタリア
  • 英国
  • その他欧州地域
• アジア太平洋地域
  • 中国
  • インド
  • 日本
  • 韓国
  • その他アジア太平洋地域
• ラテンアメリカ
  • ブラジル
  • その他ラテンアメリカ地域
• 中東・アフリカ（MEA）
  • GCC諸国
  • 南アフリカ
  • その他中東・アフリカ地域

競合情勢

• 上位5社の比較
• 主要企業の市場ポジショニング（2023年）
• 主な市場企業が採用した戦略
• 市場における最近の活動
• 主要企業の市場シェア（2023年）

主要企業プロファイル

• Infineon Technologies AG（Germany）
• NXP Semiconductors N.V.（Netherlands）
• Renesas Electronics Corporation（Japan）
• STMicroelectronics N.V.（Switzerland）
• Texas Instruments Incorporated（USA）
• Robert Bosch GmbH（Germany）
• Analog Devices, Inc.（USA）
• ON Semiconductor Corporation（USA）
• Toyota Motor Corporation（Japan）
• Continental AG（Germany）
• DENSO Corporation（Japan）
• BorgWarner Inc.（USA）
• Allegro Microsystems, Inc.（USA）
• Micron Technology, Inc.（USA）
• Qualcomm Incorporated（USA）
• Microchip Technology Incorporated（USA）
• ROHM Co., Ltd.（Japan）
• Murata Manufacturing Co. Ltd.（Japan）
• Toshiba Corporation（Japan）
• Hyundai Motor Company（South Korea）

Automotive Semiconductor Market size was valued at USD 43.26 billion in 2022 and is poised to grow from USD 46.8 billion in 2023 to USD 87.2 billion by 2031, growing at a CAGR of 8.1% in the forecast period (2024-2031).

In recent years, the global automotive semiconductor market has been significantly influenced by shifting consumer preferences and technological advancements within the automotive industry. The increasing adoption of electric vehicles (EVs), autonomous driving capabilities, and connectivity solutions is driving demand for advanced semiconductor technologies. The integration of complex systems like advanced driver assistance systems (ADAS) and infotainment systems is propelling innovation in semiconductor technologies. According to SkyQuest analysis, government initiatives such as the Chips Act are supporting the automotive sector's transition towards electrification and autonomous vehicles through semiconductor use. Additionally, there is a notable trend towards more specialized and efficient semiconductors tailored for specific automotive applications. For instance, the U.S. government granted approximately $120 million to Polaris Semiconductor to expand its Minnesota plant and double its production capacity of sensor and power chips over a two-year period, supported by the Department of Commerce. Furthermore, under the semiconductor manufacturing and research subsidy program, the Biden administration allocated $52.7 billion, reflecting a strategic move to enhance domestic semiconductor capabilities, including agreements by Polaris' owners to sell stakes to U.S.-based firms, thus increasing domestic ownership.

Top-down and bottom-up approaches were used to estimate and validate the size of the Automotive Semiconductor Market and to estimate the size of various other dependent submarkets. The research methodology used to estimate the market size includes the following details: The key players in the market were identified through secondary research, and their market shares in the respective regions were determined through primary and secondary research. This entire procedure includes the study of the annual and financial reports of the top market players and extensive interviews for key insights from industry leaders such as CEOs, VPs, directors, and marketing executives. All percentage shares split, and breakdowns were determined using secondary sources and verified through Primary sources. All possible parameters that affect the markets covered in this research study have been accounted for, viewed in extensive detail, verified through primary research, and analyzed to get the final quantitative and qualitative data.

Automotive Semiconductor Market Segmental Analysis

The global automotive semiconductor market is structured across several dimensions including component type, vehicle category, fuel variant, application area, and geographical region. Components are categorized into processor types (such as microprocessor unit, microcontroller unit, digital signal processor, and graphic processing unit), discrete power components (including small signal transistors, power transistors, thyristors, rectifiers, and diodes), sensors (comprising image sensors like complementary metal oxide semiconductor (CMOS) and charged couple device (CCD), as well as pressure sensors, inertial sensors like accelerometers and gyroscopes, and temperature sensors), memory modules (such as dynamic RAM and static RAM), analog ICs (encompassing amplifiers, interfaces, converters, comparators, ASICs, ASSPs, logic ICs, and infotainment system components), lighting devices, and other miscellaneous components. Vehicle types encompass passenger vehicles, light commercial vehicles (LCVs), and heavy commercial vehicles (HCVs). Fuel types include gasoline, diesel, and electric vehicles (EVs) which include hybrid electric vehicles (HEVs), plug-in hybrid electric vehicles (PHEVs), and battery electric vehicles (BEVs). Applications are divided into chassis components (brakes, steering, traction control, suspension, and vehicle dynamic management), powertrain components (engine control units, EV motors, and transmissions), safety components (airbags, electronic stability control, adaptive cruise control, night vision, TPMS, and parking assistance), telematics and infotainment systems (dashboards, navigation systems, connectivity devices, and audio/video systems), and body electronics (body control modules, SETA, doors, mirrors, window controls, and HVAC systems). Geographically, the market spans Asia-Pacific, North America, Europe, Latin America, and the Middle East & Africa.

Drivers of the Automotive Semiconductor Market

The automotive sector is experiencing significant growth driven by the adoption of advanced technologies such as electric vehicles (EVs), autonomous driving capabilities, and connectivity solutions. This trend is bolstered by the integration of complex systems like advanced driver assistance systems (ADAS) and advanced infotainment systems, which stimulate demand for cutting-edge semiconductor solutions. Furthermore, the global automotive industry's shift towards energy-efficient and environmentally friendly alternatives is driving the need for specialized semiconductors. Increasing consumer demands for enhanced safety, efficiency, and connectivity in vehicles are further accelerating market growth.

Restraints in the Automotive Semiconductor Market

A primary challenge facing the market is the persistent global shortage of semiconductor chips, which has severely impacted the production capabilities of automotive manufacturers, resulting in delays and supply chain disruptions. The complex and advanced nature of automotive semiconductors further complicates matters, requiring sophisticated technologies and significant investments for their design and manufacturing. Additionally, the rising demand for electric vehicles (EVs) and the rapid advancements in autonomous driving technologies are exerting additional strain on semiconductor supply chains.

Market Trends of the Automotive Semiconductor Market

The increasing adoption of semiconductors in electric vehicles (EVs) reflects automakers' transition towards sustainable transportation solutions. Advanced driver-assistance systems (ADAS) are driving semiconductor advancements, enhancing safety and autonomy in driving. Connected vehicles and the shift towards smart mobility further fuel the demand for semiconductors that support improved connectivity, infotainment, and telematics functionalities. Additionally, there is a growing trend towards specialized semiconductors tailored for specific automotive applications, underscoring ongoing innovation in the industry.

Table of Contents

Introduction

• Objectives of the Study
• Definitions
• Market Scope

Research Methodology

• Information Procurement
• Secondary & Primary Data Sources
• Market Size Estimation
• Market Assumptions & Limitations

Executive Summary

• Market Overview Outlook
• Supply Demand Trend Analysis
• Segmental Opportunity Analysis

Market Dynamics & Outlook

• Market Dynamics
  • Drivers
  • Opportunities
  • Restraints
  • Challenges
• Porters Analysis
  • Competitive rivalry
  • Threat of Substitute Products
  • Bargaining Power of Buyers
  • Threat of New Entrants
  • Bargaining Power of Suppliers

Key Market Insights

• Technology Analysis
• Pricing Analysis
• Value Chain Analysis
• Ecosystem of the Market
• Start-up Analysis
• Regulatory Landscape
• Supply Chain Analysis
• Patent Analysis
• Trade Analysis
• Case Study Analysis
  • Development of automotive sensor chips for electric vehicles
  • Introduction of printed circuit board with polarized twister for automotive applications
  • Supply of pressure sensor that can function at temperature of 150 degrees Celsius
  • Inseego's 5G solutions enhanced digital infrastructures of smart cities in Southern Europe
• Customer and Buying Criteria Analysis
• Innovation Matrix
• Top Investment Analysis
• Key Success Factor
• Market Attractive Index
• Degree of Competition

Automotive Semiconductor Market by Component

• Market Overview
• Processor
  • Microprocessor Unit
  • Microcontroller Unit
  • Digital Signal Processor
  • Graphic Processing Unit
• Discrete Power
  • Small Signal Transistor
  • Power Transistor
  • Thyristor
  • Rectifier and Diode
• Sensor
  • Image Sensor
    • Complementary Metal Oxide Semiconductor (CMOS) Image Sensor
    • Charged Couple Device (CCD)
  • Pressure Sensor
  • Inertial Sensor
    • Accelerometer
    • Gyroscope
  • Temperature Sensor
  • Radar
• Memory
  • Dynamic RAM
  • Static RAM
• Analog IC
  • Amplifier
  • Interface
  • Convertor
  • Comparator
  • ASIC and ASSP
  • Logic IC
  • Infotainment System, Telematics Solution & Connectivity Device
• Lighting Device
• Others

Automotive Semiconductor Market by Vehicle Type

• Market Overview
• Passenger Vehicle
• Light Commercial Vehicle (LCV)
• Heavy Commercial (HCV)

Automotive Semiconductor Market by Fuel Type

• Market Overview
• Gasoline
• Diesel
• Electric Vehicle
  • Hybrid Electric Vehicle (HEV)
  • Plug in Hybrid Electric Vehicle (PHEV)
  • Battery Electric Vehicle (BEV)

Automotive Semiconductor Market by Application

• Market Overview
  • Chassis
  • Brakes
  • Steering
  • Traction Control
  • Suspension
  • Vehicle Dynamic Management
• Powertrain
  • Engine Control
  • EV Motor
  • Transmission
• Safety
  • Airbags
  • Electronic Stability Control
  • Adaptive Cruise Control
  • Night Vision
  • TPMS
  • Parking Assistance
• Telematics & Infotainment
  • Dashboard
  • Navigation System
  • Connectivity Devices
  • Audio Video Systems
• Body Electronics
  • Body Control Modules
  • SETA
  • Doors
  • Mirror and Window Control
  • HVAC System

Automotive Semiconductor Market Size by Region

• Market Overview
• North America
  • USA
  • Canada
• Europe
  • Germany
  • Spain
  • France
  • Italy
  • UK
  • Rest of Europe
• Asia Pacific
  • China
  • India
  • Japan
  • South Korea
  • Rest of Asia-Pacific
• Latin America
  • Brazil
  • Rest of Latin America
• Middle East & Africa (MEA)
  • GCC Countries
  • South Africa
  • Rest of MEA

Competitive Landscape

• Top 5 Player Comparison
• Market Positioning of Key Players, 2023
• Strategies Adopted by Key Market Players
• Recent Activities in the Market
• Key Companies Market Share (%), 2023

Key Company Profiles

• Infineon Technologies AG (Germany)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• NXP Semiconductors N.V. (Netherlands)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Renesas Electronics Corporation (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• STMicroelectronics N.V. (Switzerland)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Texas Instruments Incorporated (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Robert Bosch GmbH (Germany)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Analog Devices, Inc. (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• ON Semiconductor Corporation (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Toyota Motor Corporation (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Continental AG (Germany)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• DENSO Corporation (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• BorgWarner Inc. (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Allegro Microsystems, Inc. (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Micron Technology, Inc. (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Qualcomm Incorporated (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Microchip Technology Incorporated (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• ROHM Co., Ltd. (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Murata Manufacturing Co. Ltd. (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Toshiba Corporation (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Hyundai Motor Company (South Korea)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments