市場調査レポート

商品コード

1662773

電気自動車用半導体市場の2030年までの予測：部品タイプ、車種、技術、用途、地域別の世界分析

Electric Vehicle Semiconductor Market Forecasts to 2030 - Global Analysis By Component Type, Vehicle Type, Technology, Application and By Geography

出版日: 2025年02月02日
発行: Stratistics Market Research Consulting
ページ情報: 英文 200+ Pages
納期: 2～3営業日

カスタマイズ可能

価格

PDF (Single User License)

USD 4,150 595,815円

レポートPDFを1名様のみがご利用頂けるライセンスです。PDF内のテキスト等のコピー＆ペーストは可能です。PDFの印刷は1回のみ可能です。印刷したもののご利用はPDFのご利用範囲に準拠します。

PDF (2-5 User License)

USD 5,250 753,742円

レポートPDFを同一事業所（所在地）内の5名までご利用頂けるライセンスです。PDF内のテキスト等のコピー＆ペーストは可能です。PDFの印刷は5回まで可能です。印刷したもののご利用はPDFのご利用範囲に準拠します。

PDF & Excel (Site License)

USD 6,350 911,669円

レポートPDFおよびExcelを同一事業所（所在地）内のすべての方にご利用頂けるライセンスです。PDFおよびExcel内のテキスト等のコピーは可能です。PDFおよびExcelの印刷は5回まで可能です。印刷したもののご利用はPDFおよびExcelのご利用範囲に準拠します。

PDF & Excel (Global Site License)

USD 7,500 1,076,775円

レポートPDFおよびExcelを企業内すべての方に使用頂けるライセンスです。PDFおよびExcel内のテキスト等のコピーは可能です。PDFおよびExcelの印刷は10回まで可能です。印刷したもののご利用はPDFおよびExcelのご利用範囲に準拠します。

価格表記: USDを日本円(税抜)に換算

本日の銀行送金レート: 1USD=143.57円

全表示
概要
図表
目次

概要

サンプル依頼リストに入れる

Stratistics MRCによると、世界の電気自動車用半導体市場は2024年に180億9,584万米ドルを占め、2030年には3,234億7,374万米ドルに達すると予測され、予測期間中のCAGRは61.7%です。

電気自動車（EV）半導体は、電気自動車のパワーエレクトロニクスと制御システムに使用される電子部品です。車両内の電力の流れを管理し、パワートレイン、バッテリー管理、充電、ADAS（先進運転支援システム）などの主要システムの効率的な運用を可能にします。パワートランジスタ、マイクロコントローラ、センサを含むこれらの半導体は、エネルギー効率、性能、安全性の最適化において重要な役割を果たしています。

China Association of Automobile Manufacturersによると、2021年の中国のバッテリー電気自動車の生産台数は290万台で、2020年比で166%増加します。同年の中国でのプラグインハイブリッド車の生産台数は約60万1,000台で、2020年から131%増加しました。

電気自動車の普及拡大

従来の内燃エンジン車からのシフトは、気候変動防止と二酸化炭素排出量削減のための国際的な取り組みによって加速しています。EVは、政府の法律、EV購入のインセンティブ、環境問題に対する消費者の意識の高まりにより、ますます普及しています。特殊半導体の需要増は、EVの需要増の直接的な結果です。EVには従来の自動車よりも多くの半導体が使用されており、インフォテインメントシステムやADAS（先進運転支援システム）からエンジンやバッテリー管理システムまで、あらゆるものに電力を供給しています。EVの利用が拡大し続ける中、これらの重要な部品の必要性がEV半導体産業の大きな成長を促すと考えられます。

従来の自動車市場との競合

広範なリソースと確立されたサプライチェーンを持つ既存の自動車メーカーは、半導体メーカーに大きな圧力をかけることができるため、電気自動車に特化したチップメーカーにとっては価格競争や利益率の悪化につながる可能性があります。このような競争の結果、メーカーはより大きな従来型自動車市場に対応することを重視する可能性があり、EV半導体技術の進歩ペースが鈍化する可能性があります。さらに、内燃機関車が長期にわたって優位を占めることで、EV市場全体の成長が制限される可能性があり、間接的にEV半導体産業の成長を阻害することになります。競争に勝ち残るためには、EV半導体企業は専門技術と手頃なソリューションによる差別化に集中しなければならないです。

電気自動車と自律走行車の採用拡大

メーカーがEVに自動運転技術を組み込むにつれて、先進的チップの需要が高まっています。リアルタイムのデータ処理、意思決定、車両制御を容易にするため、これらの車両には高性能マイクロチップ、強力なCPU、先進的センサ（レーダーやLiDARなど）が必要です。これらの技術をサポートし、動作、安全性、効率を保証するためには、半導体が不可欠です。ナビゲーションや障害物検知のような複雑なタスクを管理するための特殊な半導体ソリューションの需要は、自律走行EVを採用する人が増えるにつれて高まっており、これが市場の拡大を後押ししています。

高い製造コスト

炭化ケイ素（SiC）や窒化ガリウム（GaN）のようなワイドバンドギャップ材料をベースとしたものなど、先進的な半導体部品の製造は、従来のシリコンベースのチップに比べて高価です。EVの電力効率と性能の向上に不可欠なこれらの材料は、複雑な製造プロセスを伴い、製造コストが上昇します。その結果、電気自動車の総コストが上昇し、消費者が購入できる価格ではなくなってしまいます。その結果、高い製造コストはEVの大量普及を遅らせ、電気自動車向け半導体市場の成長を妨げる可能性があります。

COVID-19の影響

COVID-19の大流行は電気自動車（EV）半導体市場に大きな影響を与え、サプライチェーンの混乱、製造の遅れ、生産の減速を引き起こしました。半導体不足は、主要部品メーカーが工場の操業停止や労働力の供給制限に直面したことで深刻化しました。さらに、世界経済の不確実性が消費者の自動車需要の減少を招き、EVの普及を遅らせた。しかし、世界が回復するにつれて、クリーンエネルギーと電動モビリティへのシフトが加速し、EV半導体市場の長期的な成長を促進すると予想されます。

予測期間中、アナログ半導体セグメントが最大になる見込み

アナログ半導体セグメントは、パワーマネジメント、バッテリーモニタリング、制御システムにおいて不可欠な役割を果たすため、予測期間中最大の市場シェアを占めると予想されます。アナログ半導体は、インバータ、充電器、バッテリー管理システム（BMS）などのEV部品において、効率的なエネルギー変換、正確な電圧調整、信号処理を可能にします。性能の向上、効率の改善、車両安全システムのサポートといった機能が、EVセグメントでの成長を後押ししています。

予測期間中、パワートレインシステムセグメントのCAGRが最も高くなる見込み

予測期間中、パワートレインシステムセグメントは、効率的なエネルギー変換と最適化された性能に対する需要の増加により、最も高い成長率を示すと予測されます。半導体は、バッテリー、モーター、インバータ間のパワーフローを管理し、スムーズな動作を保証する上で極めて重要です。SiCやGaNベースの半導体などパワーエレクトロニクスの進歩により、パワートレインシステムはより効率的になり、走行距離の延長、加速の高速化、車両全体の性能向上が可能になりつつあります。

最大のシェアを占める地域

予測期間中、アジア太平洋は、政府の強力な支援、EVの急速な普及、BYD、Nissan、Toyotaなどの大手EVメーカーの存在により、最大の市場シェアを占めると予想されます。また、この地域は半導体生産の拠点でもあり、中国、日本、韓国などの国々がEVインフラと技術に多額の投資を行っています。こうした需要と製造能力の組み合わせが、EV半導体市場の成長を後押ししています。

CAGRが最も高い地域

予測期間中、北米地域が最も高いCAGRを示すと予測されます。これは、EVに対する消費者需要の増加、政府のインセンティブ、厳しい排出ガス規制が後押ししています。米国にはTeslaのような大手EVメーカーがあり、EVインフラやグリーンエネルギーへの取り組みに多額の投資を行っています。さらに、半導体の技術革新と持続可能性への関心の高まりがEVの採用をさらに後押しし、同地域の半導体需要を押し上げています。

無料カスタマイズサービス

本レポートをご購読の顧客には、以下の無料カスタマイズオプションのいずれかをご利用いただけます。

企業プロファイル
- 追加市場参入企業の包括的プロファイリング（3社まで）
- 主要企業のSWOT分析（3社まで）
地域セグメンテーション
- 顧客の関心に応じた主要国の市場推定・予測・CAGR（注：フィージビリティチェックによる）
競合ベンチマーキング
- 製品ポートフォリオ、地理的プレゼンス、戦略的提携による主要企業のベンチマーキング

イントロダクション
北米
- 米国
- カナダ
- メキシコ
欧州
- ドイツ
- 英国
- イタリア
- フランス
- スペイン
- その他の欧州
アジア太平洋
- 日本
- 中国
- インド
- オーストラリア
- ニュージーランド
- 韓国
- その他のアジア太平洋
南米
- アルゼンチン
- ブラジル
- チリ
- その他の南米
中東・アフリカ
- サウジアラビア
- アラブ首長国連邦
- カタール
- 南アフリカ
- その他の中東・アフリカ

第10章主要開発

契約、パートナーシップ、コラボレーション、合弁事業
買収と合併
新製品発売
事業拡大
その他の主要戦略

第11章企業プロファイリング

Infineon Technologies
STMicroelectronics
NXP Semiconductors
ON Semiconductor
Texas Instruments
Renesas Electronics
Broadcom Inc.
Vishay Intertechnology
Qualcomm Technologies
Marvell Technology
Samsung Electronics
Toshiba Corporation
Microchip Technology
MuRata Manufacturing
Rockwell Automation
Diodes Incorporated

図表

List of Tables

Table 1 Global Electric Vehicle Semiconductor Market Outlook, By Region (2022-2030) ($MN)
Table 2 Global Electric Vehicle Semiconductor Market Outlook, By Component Type (2022-2030) ($MN)
Table 3 Global Electric Vehicle Semiconductor Market Outlook, By Power Semiconductors (2022-2030) ($MN)
Table 4 Global Electric Vehicle Semiconductor Market Outlook, By Logic Semiconductors (2022-2030) ($MN)
Table 5 Global Electric Vehicle Semiconductor Market Outlook, By Analog Semiconductors (2022-2030) ($MN)
Table 6 Global Electric Vehicle Semiconductor Market Outlook, By Memory Semiconductors (2022-2030) ($MN)
Table 7 Global Electric Vehicle Semiconductor Market Outlook, By Discrete Semiconductors (2022-2030) ($MN)
Table 8 Global Electric Vehicle Semiconductor Market Outlook, By Microcontrollers and Sensors (2022-2030) ($MN)
Table 9 Global Electric Vehicle Semiconductor Market Outlook, By Other Component Types (2022-2030) ($MN)
Table 10 Global Electric Vehicle Semiconductor Market Outlook, By Vehicle Type (2022-2030) ($MN)
Table 11 Global Electric Vehicle Semiconductor Market Outlook, By Plug-in Hybrid Electric Vehicles (PHEVs) (2022-2030) ($MN)
Table 12 Global Electric Vehicle Semiconductor Market Outlook, By Battery Electric Vehicles (BEVs) (2022-2030) ($MN)
Table 13 Global Electric Vehicle Semiconductor Market Outlook, By Fuel Cell Electric Vehicles (FCEVs) (2022-2030) ($MN)
Table 14 Global Electric Vehicle Semiconductor Market Outlook, By Hybrid Electric Vehicles (HEVs) (2022-2030) ($MN)
Table 15 Global Electric Vehicle Semiconductor Market Outlook, By Technology (2022-2030) ($MN)
Table 16 Global Electric Vehicle Semiconductor Market Outlook, By Silicon-Based Semiconductors (2022-2030) ($MN)
Table 17 Global Electric Vehicle Semiconductor Market Outlook, By Wide Bandgap Semiconductors (2022-2030) ($MN)
Table 18 Global Electric Vehicle Semiconductor Market Outlook, By Application (2022-2030) ($MN)
Table 19 Global Electric Vehicle Semiconductor Market Outlook, By Battery Management System (BMS) (2022-2030) ($MN)
Table 20 Global Electric Vehicle Semiconductor Market Outlook, By Powertrain System (2022-2030) ($MN)
Table 21 Global Electric Vehicle Semiconductor Market Outlook, By Advanced Driver Assistance Systems (ADAS) (2022-2030) ($MN)
Table 22 Global Electric Vehicle Semiconductor Market Outlook, By Body and Chassis (2022-2030) ($MN)
Table 23 Global Electric Vehicle Semiconductor Market Outlook, By Infotainment and Connectivity (2022-2030) ($MN)
Table 24 Global Electric Vehicle Semiconductor Market Outlook, By Other Applications (2022-2030) ($MN)
Table 25 North America Electric Vehicle Semiconductor Market Outlook, By Country (2022-2030) ($MN)
Table 26 North America Electric Vehicle Semiconductor Market Outlook, By Component Type (2022-2030) ($MN)
Table 27 North America Electric Vehicle Semiconductor Market Outlook, By Power Semiconductors (2022-2030) ($MN)
Table 28 North America Electric Vehicle Semiconductor Market Outlook, By Logic Semiconductors (2022-2030) ($MN)
Table 29 North America Electric Vehicle Semiconductor Market Outlook, By Analog Semiconductors (2022-2030) ($MN)
Table 30 North America Electric Vehicle Semiconductor Market Outlook, By Memory Semiconductors (2022-2030) ($MN)
Table 31 North America Electric Vehicle Semiconductor Market Outlook, By Discrete Semiconductors (2022-2030) ($MN)
Table 32 North America Electric Vehicle Semiconductor Market Outlook, By Microcontrollers and Sensors (2022-2030) ($MN)
Table 33 North America Electric Vehicle Semiconductor Market Outlook, By Other Component Types (2022-2030) ($MN)
Table 34 North America Electric Vehicle Semiconductor Market Outlook, By Vehicle Type (2022-2030) ($MN)
Table 35 North America Electric Vehicle Semiconductor Market Outlook, By Plug-in Hybrid Electric Vehicles (PHEVs) (2022-2030) ($MN)
Table 36 North America Electric Vehicle Semiconductor Market Outlook, By Battery Electric Vehicles (BEVs) (2022-2030) ($MN)
Table 37 North America Electric Vehicle Semiconductor Market Outlook, By Fuel Cell Electric Vehicles (FCEVs) (2022-2030) ($MN)
Table 38 North America Electric Vehicle Semiconductor Market Outlook, By Hybrid Electric Vehicles (HEVs) (2022-2030) ($MN)
Table 39 North America Electric Vehicle Semiconductor Market Outlook, By Technology (2022-2030) ($MN)
Table 40 North America Electric Vehicle Semiconductor Market Outlook, By Silicon-Based Semiconductors (2022-2030) ($MN)
Table 41 North America Electric Vehicle Semiconductor Market Outlook, By Wide Bandgap Semiconductors (2022-2030) ($MN)
Table 42 North America Electric Vehicle Semiconductor Market Outlook, By Application (2022-2030) ($MN)
Table 43 North America Electric Vehicle Semiconductor Market Outlook, By Battery Management System (BMS) (2022-2030) ($MN)
Table 44 North America Electric Vehicle Semiconductor Market Outlook, By Powertrain System (2022-2030) ($MN)
Table 45 North America Electric Vehicle Semiconductor Market Outlook, By Advanced Driver Assistance Systems (ADAS) (2022-2030) ($MN)
Table 46 North America Electric Vehicle Semiconductor Market Outlook, By Body and Chassis (2022-2030) ($MN)
Table 47 North America Electric Vehicle Semiconductor Market Outlook, By Infotainment and Connectivity (2022-2030) ($MN)
Table 48 North America Electric Vehicle Semiconductor Market Outlook, By Other Applications (2022-2030) ($MN)
Table 49 Europe Electric Vehicle Semiconductor Market Outlook, By Country (2022-2030) ($MN)
Table 50 Europe Electric Vehicle Semiconductor Market Outlook, By Component Type (2022-2030) ($MN)
Table 51 Europe Electric Vehicle Semiconductor Market Outlook, By Power Semiconductors (2022-2030) ($MN)
Table 52 Europe Electric Vehicle Semiconductor Market Outlook, By Logic Semiconductors (2022-2030) ($MN)
Table 53 Europe Electric Vehicle Semiconductor Market Outlook, By Analog Semiconductors (2022-2030) ($MN)
Table 54 Europe Electric Vehicle Semiconductor Market Outlook, By Memory Semiconductors (2022-2030) ($MN)
Table 55 Europe Electric Vehicle Semiconductor Market Outlook, By Discrete Semiconductors (2022-2030) ($MN)
Table 56 Europe Electric Vehicle Semiconductor Market Outlook, By Microcontrollers and Sensors (2022-2030) ($MN)
Table 57 Europe Electric Vehicle Semiconductor Market Outlook, By Other Component Types (2022-2030) ($MN)
Table 58 Europe Electric Vehicle Semiconductor Market Outlook, By Vehicle Type (2022-2030) ($MN)
Table 59 Europe Electric Vehicle Semiconductor Market Outlook, By Plug-in Hybrid Electric Vehicles (PHEVs) (2022-2030) ($MN)
Table 60 Europe Electric Vehicle Semiconductor Market Outlook, By Battery Electric Vehicles (BEVs) (2022-2030) ($MN)
Table 61 Europe Electric Vehicle Semiconductor Market Outlook, By Fuel Cell Electric Vehicles (FCEVs) (2022-2030) ($MN)
Table 62 Europe Electric Vehicle Semiconductor Market Outlook, By Hybrid Electric Vehicles (HEVs) (2022-2030) ($MN)
Table 63 Europe Electric Vehicle Semiconductor Market Outlook, By Technology (2022-2030) ($MN)
Table 64 Europe Electric Vehicle Semiconductor Market Outlook, By Silicon-Based Semiconductors (2022-2030) ($MN)
Table 65 Europe Electric Vehicle Semiconductor Market Outlook, By Wide Bandgap Semiconductors (2022-2030) ($MN)
Table 66 Europe Electric Vehicle Semiconductor Market Outlook, By Application (2022-2030) ($MN)
Table 67 Europe Electric Vehicle Semiconductor Market Outlook, By Battery Management System (BMS) (2022-2030) ($MN)
Table 68 Europe Electric Vehicle Semiconductor Market Outlook, By Powertrain System (2022-2030) ($MN)
Table 69 Europe Electric Vehicle Semiconductor Market Outlook, By Advanced Driver Assistance Systems (ADAS) (2022-2030) ($MN)
Table 70 Europe Electric Vehicle Semiconductor Market Outlook, By Body and Chassis (2022-2030) ($MN)
Table 71 Europe Electric Vehicle Semiconductor Market Outlook, By Infotainment and Connectivity (2022-2030) ($MN)
Table 72 Europe Electric Vehicle Semiconductor Market Outlook, By Other Applications (2022-2030) ($MN)
Table 73 Asia Pacific Electric Vehicle Semiconductor Market Outlook, By Country (2022-2030) ($MN)
Table 74 Asia Pacific Electric Vehicle Semiconductor Market Outlook, By Component Type (2022-2030) ($MN)
Table 75 Asia Pacific Electric Vehicle Semiconductor Market Outlook, By Power Semiconductors (2022-2030) ($MN)
Table 76 Asia Pacific Electric Vehicle Semiconductor Market Outlook, By Logic Semiconductors (2022-2030) ($MN)
Table 77 Asia Pacific Electric Vehicle Semiconductor Market Outlook, By Analog Semiconductors (2022-2030) ($MN)
Table 78 Asia Pacific Electric Vehicle Semiconductor Market Outlook, By Memory Semiconductors (2022-2030) ($MN)
Table 79 Asia Pacific Electric Vehicle Semiconductor Market Outlook, By Discrete Semiconductors (2022-2030) ($MN)
Table 80 Asia Pacific Electric Vehicle Semiconductor Market Outlook, By Microcontrollers and Sensors (2022-2030) ($MN)
Table 81 Asia Pacific Electric Vehicle Semiconductor Market Outlook, By Other Component Types (2022-2030) ($MN)
Table 82 Asia Pacific Electric Vehicle Semiconductor Market Outlook, By Vehicle Type (2022-2030) ($MN)
Table 83 Asia Pacific Electric Vehicle Semiconductor Market Outlook, By Plug-in Hybrid Electric Vehicles (PHEVs) (2022-2030) ($MN)
Table 84 Asia Pacific Electric Vehicle Semiconductor Market Outlook, By Battery Electric Vehicles (BEVs) (2022-2030) ($MN)
Table 85 Asia Pacific Electric Vehicle Semiconductor Market Outlook, By Fuel Cell Electric Vehicles (FCEVs) (2022-2030) ($MN)
Table 86 Asia Pacific Electric Vehicle Semiconductor Market Outlook, By Hybrid Electric Vehicles (HEVs) (2022-2030) ($MN)
Table 87 Asia Pacific Electric Vehicle Semiconductor Market Outlook, By Technology (2022-2030) ($MN)
Table 88 Asia Pacific Electric Vehicle Semiconductor Market Outlook, By Silicon-Based Semiconductors (2022-2030) ($MN)
Table 89 Asia Pacific Electric Vehicle Semiconductor Market Outlook, By Wide Bandgap Semiconductors (2022-2030) ($MN)
Table 90 Asia Pacific Electric Vehicle Semiconductor Market Outlook, By Application (2022-2030) ($MN)
Table 91 Asia Pacific Electric Vehicle Semiconductor Market Outlook, By Battery Management System (BMS) (2022-2030) ($MN)
Table 92 Asia Pacific Electric Vehicle Semiconductor Market Outlook, By Powertrain System (2022-2030) ($MN)
Table 93 Asia Pacific Electric Vehicle Semiconductor Market Outlook, By Advanced Driver Assistance Systems (ADAS) (2022-2030) ($MN)
Table 94 Asia Pacific Electric Vehicle Semiconductor Market Outlook, By Body and Chassis (2022-2030) ($MN)
Table 95 Asia Pacific Electric Vehicle Semiconductor Market Outlook, By Infotainment and Connectivity (2022-2030) ($MN)
Table 96 Asia Pacific Electric Vehicle Semiconductor Market Outlook, By Other Applications (2022-2030) ($MN)
Table 97 South America Electric Vehicle Semiconductor Market Outlook, By Country (2022-2030) ($MN)
Table 98 South America Electric Vehicle Semiconductor Market Outlook, By Component Type (2022-2030) ($MN)
Table 99 South America Electric Vehicle Semiconductor Market Outlook, By Power Semiconductors (2022-2030) ($MN)
Table 100 South America Electric Vehicle Semiconductor Market Outlook, By Logic Semiconductors (2022-2030) ($MN)
Table 101 South America Electric Vehicle Semiconductor Market Outlook, By Analog Semiconductors (2022-2030) ($MN)
Table 102 South America Electric Vehicle Semiconductor Market Outlook, By Memory Semiconductors (2022-2030) ($MN)
Table 103 South America Electric Vehicle Semiconductor Market Outlook, By Discrete Semiconductors (2022-2030) ($MN)
Table 104 South America Electric Vehicle Semiconductor Market Outlook, By Microcontrollers and Sensors (2022-2030) ($MN)
Table 105 South America Electric Vehicle Semiconductor Market Outlook, By Other Component Types (2022-2030) ($MN)
Table 106 South America Electric Vehicle Semiconductor Market Outlook, By Vehicle Type (2022-2030) ($MN)
Table 107 South America Electric Vehicle Semiconductor Market Outlook, By Plug-in Hybrid Electric Vehicles (PHEVs) (2022-2030) ($MN)
Table 108 South America Electric Vehicle Semiconductor Market Outlook, By Battery Electric Vehicles (BEVs) (2022-2030) ($MN)
Table 109 South America Electric Vehicle Semiconductor Market Outlook, By Fuel Cell Electric Vehicles (FCEVs) (2022-2030) ($MN)
Table 110 South America Electric Vehicle Semiconductor Market Outlook, By Hybrid Electric Vehicles (HEVs) (2022-2030) ($MN)
Table 111 South America Electric Vehicle Semiconductor Market Outlook, By Technology (2022-2030) ($MN)
Table 112 South America Electric Vehicle Semiconductor Market Outlook, By Silicon-Based Semiconductors (2022-2030) ($MN)
Table 113 South America Electric Vehicle Semiconductor Market Outlook, By Wide Bandgap Semiconductors (2022-2030) ($MN)
Table 114 South America Electric Vehicle Semiconductor Market Outlook, By Application (2022-2030) ($MN)
Table 115 South America Electric Vehicle Semiconductor Market Outlook, By Battery Management System (BMS) (2022-2030) ($MN)
Table 116 South America Electric Vehicle Semiconductor Market Outlook, By Powertrain System (2022-2030) ($MN)
Table 117 South America Electric Vehicle Semiconductor Market Outlook, By Advanced Driver Assistance Systems (ADAS) (2022-2030) ($MN)
Table 118 South America Electric Vehicle Semiconductor Market Outlook, By Body and Chassis (2022-2030) ($MN)
Table 119 South America Electric Vehicle Semiconductor Market Outlook, By Infotainment and Connectivity (2022-2030) ($MN)
Table 120 South America Electric Vehicle Semiconductor Market Outlook, By Other Applications (2022-2030) ($MN)
Table 121 Middle East & Africa Electric Vehicle Semiconductor Market Outlook, By Country (2022-2030) ($MN)
Table 122 Middle East & Africa Electric Vehicle Semiconductor Market Outlook, By Component Type (2022-2030) ($MN)
Table 123 Middle East & Africa Electric Vehicle Semiconductor Market Outlook, By Power Semiconductors (2022-2030) ($MN)
Table 124 Middle East & Africa Electric Vehicle Semiconductor Market Outlook, By Logic Semiconductors (2022-2030) ($MN)
Table 125 Middle East & Africa Electric Vehicle Semiconductor Market Outlook, By Analog Semiconductors (2022-2030) ($MN)
Table 126 Middle East & Africa Electric Vehicle Semiconductor Market Outlook, By Memory Semiconductors (2022-2030) ($MN)
Table 127 Middle East & Africa Electric Vehicle Semiconductor Market Outlook, By Discrete Semiconductors (2022-2030) ($MN)
Table 128 Middle East & Africa Electric Vehicle Semiconductor Market Outlook, By Microcontrollers and Sensors (2022-2030) ($MN)
Table 129 Middle East & Africa Electric Vehicle Semiconductor Market Outlook, By Other Component Types (2022-2030) ($MN)
Table 130 Middle East & Africa Electric Vehicle Semiconductor Market Outlook, By Vehicle Type (2022-2030) ($MN)
Table 131 Middle East & Africa Electric Vehicle Semiconductor Market Outlook, By Plug-in Hybrid Electric Vehicles (PHEVs) (2022-2030) ($MN)
Table 132 Middle East & Africa Electric Vehicle Semiconductor Market Outlook, By Battery Electric Vehicles (BEVs) (2022-2030) ($MN)
Table 133 Middle East & Africa Electric Vehicle Semiconductor Market Outlook, By Fuel Cell Electric Vehicles (FCEVs) (2022-2030) ($MN)
Table 134 Middle East & Africa Electric Vehicle Semiconductor Market Outlook, By Hybrid Electric Vehicles (HEVs) (2022-2030) ($MN)
Table 135 Middle East & Africa Electric Vehicle Semiconductor Market Outlook, By Technology (2022-2030) ($MN)
Table 136 Middle East & Africa Electric Vehicle Semiconductor Market Outlook, By Silicon-Based Semiconductors (2022-2030) ($MN)
Table 137 Middle East & Africa Electric Vehicle Semiconductor Market Outlook, By Wide Bandgap Semiconductors (2022-2030) ($MN)
Table 138 Middle East & Africa Electric Vehicle Semiconductor Market Outlook, By Application (2022-2030) ($MN)
Table 139 Middle East & Africa Electric Vehicle Semiconductor Market Outlook, By Battery Management System (BMS) (2022-2030) ($MN)
Table 140 Middle East & Africa Electric Vehicle Semiconductor Market Outlook, By Powertrain System (2022-2030) ($MN)
Table 141 Middle East & Africa Electric Vehicle Semiconductor Market Outlook, By Advanced Driver Assistance Systems (ADAS) (2022-2030) ($MN)
Table 142 Middle East & Africa Electric Vehicle Semiconductor Market Outlook, By Body and Chassis (2022-2030) ($MN)
Table 143 Middle East & Africa Electric Vehicle Semiconductor Market Outlook, By Infotainment and Connectivity (2022-2030) ($MN)
Table 144 Middle East & Africa Electric Vehicle Semiconductor Market Outlook, By Other Applications (2022-2030) ($MN)

Product Code: SMRC28634

According to Stratistics MRC, the Global Electric Vehicle Semiconductor Market is accounted for $18095.84 million in 2024 and is expected to reach $323473.74 million by 2030 growing at a CAGR of 61.7% during the forecast period. Electric Vehicle (EV) semiconductors are electronic components used in the power electronics and control systems of electric vehicles. They manage the flow of electrical power within the vehicle, enabling efficient operation of key systems such as the powertrain, battery management, charging, and advanced driver-assistance systems (ADAS). These semiconductors, including power transistors, microcontrollers, and sensors, play a crucial role in optimizing energy efficiency, performance, and safety.

According to the China Association of Automobile Manufacturers, China produced 2.9 million battery-electric vehicles in 2021, up 166% from 2020. Around 601,000 plug-in hybrid vehicles were produced in China in the same year, up by 131% from 2020.

Market Dynamics:

Driver:

Increasing adoption of electric vehicles

The shift away from conventional combustion engine vehicles is being accelerated by international initiatives to prevent climate change and cut carbon emissions. EVs are becoming more and more popular due to government laws, incentives for EV purchases, and growing consumer awareness of environmental issues. The increased demand for specialized semiconductors is a direct result of the growth in EV demand. More semiconductors are used in EVs than in traditional cars, powering everything from the infotainment system and advanced driver-assistance systems to the engine and battery management system. The need for these crucial components will drive significant growth in the EV semiconductor industry as EV usage continues expanding.

Restraint:

Competition from traditional vehicle market

With the extensive resources and well-established supply chains, established automakers can place a lot of pressure on semiconductor manufacturers, which might result in price wars and worse profit margins for chip makers that specialize in electric vehicles. As a result of this competition, manufacturers may emphasize catering to the bigger traditional vehicle market, which could slow down the pace of progress in EV semiconductor technology. Additionally, ICE vehicles' prolonged dominance may restrict the EV market's total growth, which would obstruct the growth of the EV semiconductor industry indirectly. In order to stay ahead of the competition, EV semiconductor companies must concentrate on differentiating themselves through specialized technology and affordable solutions.

Opportunity:

Growing adoption of electric & autonomous vehicles

Advanced chips are becoming much more in demand as manufacturers incorporate self-driving technologies into EVs. To facilitate real-time data processing, decision-making, and vehicle control, these vehicles need high-performance microchips, powerful CPUs, and advanced sensors (such as radar and LiDAR). In order to support these technologies and guarantee their operation, safety, and efficiency, semiconductors are essential. The demand for specialized semiconductor solutions to manage intricate tasks like navigation and obstacle detection is growing as more people embrace autonomous EVs, which is propelling the market's expansion.

Threat:

High manufacturing costs

The production of advanced semiconductor components, such as those based on wide-bandgap materials like Silicon Carbide (SiC) and Gallium Nitride (GaN), is more expensive compared to traditional silicon-based chips. These materials, essential for improving power efficiency and performance in EVs, involve complex manufacturing processes that increase production costs. This, in turn, raises the overall cost of electric vehicles, making them less affordable for consumers. As a result, high manufacturing costs can slow down mass adoption of EVs and hinder growth in the semiconductor market for electric vehicles.

Covid-19 Impact

The COVID-19 pandemic significantly impacted the Electric Vehicle (EV) semiconductor market, causing supply chain disruptions, manufacturing delays, and a slowdown in production. The semiconductor shortage worsened as key component manufacturers faced factory shutdowns and limited labor availability. Additionally, the global economic uncertainty led to reduced consumer demand for vehicles, delaying EV adoption. However, as the world recovers, the shift toward clean energy and electric mobility is expected to accelerate, driving long-term growth in the EV semiconductor market.

The analog semiconductors segment is expected to be the largest during the forecast period

The analog semiconductors segment is expected to account for the largest market share during the forecast period, due to their essential role in power management, battery monitoring, and control systems. Analog semiconductors enable efficient energy conversion, precise voltage regulation, and signal processing in EV components such as inverters, chargers, and battery management systems (BMS). Their ability to enhance performance, improve efficiency, and support vehicle safety systems is fueling their growth in the EV sector.

The powertrain system segment is expected to have the highest CAGR during the forecast period

Over the forecast period, the powertrain system segment is predicted to witness the highest growth rate, due to the increasing demand for efficient energy conversion and optimized performance. Semiconductors are crucial in managing power flow between the battery, motor, and inverter, ensuring smooth operation. With advancements in power electronics, such as SiC and GaN-based semiconductors, powertrain systems are becoming more efficient, enabling longer driving ranges, faster acceleration, and improved overall vehicle performance.

Region with largest share:

During the forecast period, Asia Pacific region is expected to hold the largest market share, due to strong government support, rapid adoption of EVs, and the presence of leading EV manufacturers like BYD, Nissan, and Toyota. The region is also a hub for semiconductor production, with countries like China, Japan, and South Korea investing heavily in EV infrastructure and technology. This combination of demand and manufacturing capability is propelling growth in the EV semiconductor market.

Region with highest CAGR:

Over the forecast period, the North America region is anticipated to exhibit the highest CAGR, fuelled by increasing consumer demand for EVs, government incentives, and strict emissions regulations. The U.S. is home to leading EV manufacturers like Tesla, and the region is investing heavily in EV infrastructure and green energy initiatives. Additionally, technological innovations in semiconductors and a growing focus on sustainability further boost the adoption of EVs, driving semiconductor demand in the region.

Key players in the market

Some of the key players profiled in the Electric Vehicle Semiconductor Market include Infineon Technologies, STMicroelectronics, NXP Semiconductors, ON Semiconductor, Texas Instruments, Renesas Electronics, Broadcom Inc., Vishay Intertechnology, Qualcomm Technologies, Marvell Technology, Samsung Electronics, Toshiba Corporation, Microchip Technology, MuRata Manufacturing, Rockwell Automation, and Diodes Incorporated.

Key Developments:

In December 2024, STMicroelectronics and Ampere collaborate on powerbox with long term supply for silicon carbide. Ampere, the intelligent electric EV pure player born from Renault Group and STMicroelectronics announced the next step in their strategic co-operation, starting in 2026, with a multi-year agreement between STMicroelectronics and Renault Group on the supply of Silicon Carbide (SiC) power modules.

In November 2024, Infineon Technologies AG and Quantinuum, full-stack quantum computing, today announced a strategic partnership to develop the future generation of ion traps. This partnership will drive the acceleration of quantum computing and enable progress in fields such as generative chemistry, material science, and artificial intelligence.

Component Types Covered:

Power Semiconductors
Logic Semiconductors
Analog Semiconductors
Memory Semiconductors
Discrete Semiconductors
Microcontrollers and Sensors
Other Component Types

Vehicle Types Covered:

Plug-in Hybrid Electric Vehicles (PHEVs)
Battery Electric Vehicles (BEVs)
Fuel Cell Electric Vehicles (FCEVs)
Hybrid Electric Vehicles (HEVs)

Technologies Covered:

Silicon-Based Semiconductors
Wide Bandgap Semiconductors

Applications Covered:

Battery Management System (BMS)
Powertrain System
Advanced Driver Assistance Systems (ADAS)
Body and Chassis
Infotainment and Connectivity
Other Applications

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

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 Technology Analysis
3.7 Application Analysis
3.8 Emerging Markets
3.9 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 Electric Vehicle Semiconductor Market, By Component Type

5.1 Introduction
5.2 Power Semiconductors
5.3 Logic Semiconductors
5.4 Analog Semiconductors
5.5 Memory Semiconductors
5.6 Discrete Semiconductors
5.7 Microcontrollers and Sensors
5.8 Other Component Types

6 Global Electric Vehicle Semiconductor Market, By Vehicle Type

6.1 Introduction
6.2 Plug-in Hybrid Electric Vehicles (PHEVs)
6.3 Battery Electric Vehicles (BEVs)
6.4 Fuel Cell Electric Vehicles (FCEVs)
6.5 Hybrid Electric Vehicles (HEVs)

7 Global Electric Vehicle Semiconductor Market, By Technology

7.1 Introduction
7.2 Silicon-Based Semiconductors
7.3 Wide Bandgap Semiconductors

8 Global Electric Vehicle Semiconductor Market, By Application

8.1 Introduction
8.2 Battery Management System (BMS)
8.3 Powertrain System
8.4 Advanced Driver Assistance Systems (ADAS)
8.5 Body and Chassis
8.6 Infotainment and Connectivity
8.7 Other Applications

9 Global Electric Vehicle Semiconductor Market, By Geography

9.1 Introduction
9.2 North America
- 9.2.1 US
- 9.2.2 Canada
- 9.2.3 Mexico
9.3 Europe
- 9.3.1 Germany
- 9.3.2 UK
- 9.3.3 Italy
- 9.3.4 France
- 9.3.5 Spain
- 9.3.6 Rest of Europe
9.4 Asia Pacific
- 9.4.1 Japan
- 9.4.2 China
- 9.4.3 India
- 9.4.4 Australia
- 9.4.5 New Zealand
- 9.4.6 South Korea
- 9.4.7 Rest of Asia Pacific
9.5 South America
- 9.5.1 Argentina
- 9.5.2 Brazil
- 9.5.3 Chile
- 9.5.4 Rest of South America
9.6 Middle East & Africa
- 9.6.1 Saudi Arabia
- 9.6.2 UAE
- 9.6.3 Qatar
- 9.6.4 South Africa
- 9.6.5 Rest of Middle East & Africa

10 Key Developments

10.1 Agreements, Partnerships, Collaborations and Joint Ventures
10.2 Acquisitions & Mergers
10.3 New Product Launch
10.4 Expansions
10.5 Other Key Strategies

11 Company Profiling

11.1 Infineon Technologies
11.2 STMicroelectronics
11.3 NXP Semiconductors
11.4 ON Semiconductor
11.5 Texas Instruments
11.6 Renesas Electronics
11.7 Broadcom Inc.
11.8 Vishay Intertechnology
11.9 Qualcomm Technologies
11.10 Marvell Technology
11.11 Samsung Electronics
11.12 Toshiba Corporation
11.13 Microchip Technology
11.14 MuRata Manufacturing
11.15 Rockwell Automation
11.16 Diodes Incorporated

電気自動車用半導体市場の2030年までの予測：部品タイプ、車種、技術、用途、地域別の世界分析

Electric Vehicle Semiconductor Market Forecasts to 2030 - Global Analysis By Component Type, Vehicle Type, Technology, Application and By Geography

最大のシェアを占める地域

CAGRが最も高い地域

無料カスタマイズサービス

本レポートをご購読の顧客には、以下の無料カスタマイズオプションのいずれかをご利用いただけます。

目次

第1章 エグゼクティブサマリー

第2章 序文

第3章 市場動向分析

第4章 ポーターのファイブフォース分析

第5章 世界の電気自動車用半導体市場：部品タイプ別

第6章 世界の電気自動車用半導体市場：車種別

第7章 世界の電気自動車用半導体市場：技術別

第8章 世界の電気自動車用半導体市場：用途別

第9章 世界の電気自動車用半導体市場：地域別

第10章 主要開発

第11章 企業プロファイリング