汽车半导体市场(主要地区、市场参与者、规模和份额)- 2031 年预测

  • Report Code : TIPRE00026608
  • Category : Automotive and Transportation
  • Status : Upcoming
  • No. of Pages : 250
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全球芯片短缺对许多行业造成严重的溢出损害,主要是汽车行业。应对飙升的需求、自然灾害和封锁的斗争暴露了供应链的脆弱性。由于半导体短缺导致最终产品的生产线停止,半导体消费者目前正在经历巨大的供应链转型。晶圆厂利用率高、地域集中度高、市场进入壁垒高、制造周期长等基本动态之间的关系,是2020年以来需求猛增和外部冲击扰乱价值链的原因。

半导体短缺可归因于 COVID-19 的影响。 2020年下半年以来,在家上学和在家工作已成为许多国家的新常态。由于封锁和宵禁而呆在家里意味着许多人投资于游戏机和其他需要半导体的小工具。这将半导体的供应导向消费电子行业,并导致汽车行业半导体短缺。

据报道,中国的半导体消费市场比世界上大多数国家都重要。这是因为中国消费的半导体器件中有相当一部分仍然是在中国境外购买的。在中国,由于来料加工业务模式、对必需库存物品的控制以及知识产权保护等供应链考虑,将迫使中国从国外购买半导体设备并将其转运到中国使用和消费。

现在发展中国家生产的汽车和轻型车辆比发达国家多。这些将成为汽车制造商、半导体行业及其供应商的关键市场。半导体技术的进步促进了过去 50 年的快速增长。电子产品在车辆中的使用是该行业变革的主要驱动力。几乎所有汽车革命都间接或直接源自电子技术的发展。

实际上,汽车行业的所有创新都是电子而非机械的。随着价格持续下降和创新加速,向豪华市场推出的技术/功能正在比以往更快地应用于更多标准车辆。

舒适度、娱乐性和通信能力不断提高的趋势将刺激每辆车中半导体含量的增长。电子控制单元 (ECU) 将以电子方式控制从照明到加热的一切。仪表板正在变得完全电子化,配备 LCD 和 LED 显示屏,为驾驶员提供有关车辆、外部环境及其性能的所有信息。预计这将再次创造市场对半导体的巨大需求。

各种监管举措将要求汽车制造商及其供应商包括更多的半导体元件。例如,欧盟 (EU) 的环境标准可能要求到 2030 年将排放量减少 20% 至 30%。随着排放标准多年来的提高,他们需要越来越强大的半导体来确保车辆的安全性。性能符合排放标准。

NCAP 结构等标准提供了一个星级评级系统,根据车辆的安全性对车辆进行评级表现。获得五星级奖项表明了汽车制造商稳健的销售标准。它的成就依赖于复杂的辅助驾驶系统,需要大量的半导体。

此外,混合动力和电动汽车的增长增加了半导体设备的需求激增。混合动力和电动汽车中的半导体将帮助它们在动力和电池性能方面实现更出色的可靠性和先进性。管理和监控电池性能等使用将变得越来越复杂,停止/启动系统以及用于多种速度充电和调节电动机的更具成本效益的系统将进一步需要更多的汽车半导体。此外,电动汽车将在很大程度上依赖于车内和基础设施的复杂情报和信息处理。此外,智能电网的进步可能会推动电动汽车的销售,因为它允许驾驶员将电力反馈到电网中,并通过明智的充电来安全地支付充电费用。

随着微尘法规以及更高的效率和功能不断增加对复杂电子产品的需求,汽车行业将对车辆中的半导体内容产生强劲的需求。智能移动的发展将为半导体制造商带来新的技术和性能挑战。他们需要确保高水平的可靠性并为无线连接提供有保证的服务水平

Report Coverage
Report Coverage

Revenue forecast, Company Analysis, Industry landscape, Growth factors, and Trends

Segment Covered
Segment Covered

This text is related
to segments covered.

Regional Scope
Regional Scope

North America, Europe, Asia Pacific, Middle East & Africa, South & Central America

Country Scope
Country Scope

This text is related
to country scope.

  1. NXP Semiconductors
  2. Texas Instrument
  3. ON Semiconductor
  4. Maxim
  5. Vishay Intertechnology
  6. Qualcomm
  7. NVidia Corporation
  8. Rohm Semiconductor
  9. STMicroelectronics N.V.
  10. Analog Devices, Inc.

The Insight Partners performs research in 4 major stages: Data Collection & Secondary Research, Primary Research, Data Analysis and Data Triangulation & Final Review.

  1. Data Collection and Secondary Research:

As a market research and consulting firm operating from a decade, we have published and advised several client across the globe. First step for any study will start with an assessment of currently available data and insights from existing reports. Further, historical and current market information is collected from Investor Presentations, Annual Reports, SEC Filings, etc., and other information related to company’s performance and market positioning are gathered from Paid Databases (Factiva, Hoovers, and Reuters) and various other publications available in public domain.

Several associations trade associates, technical forums, institutes, societies and organization are accessed to gain technical as well as market related insights through their publications such as research papers, blogs and press releases related to the studies are referred to get cues about the market. Further, white papers, journals, magazines, and other news articles published in last 3 years are scrutinized and analyzed to understand the current market trends.

  1. Primary Research:

The primarily interview analysis comprise of data obtained from industry participants interview and answers to survey questions gathered by in-house primary team.

For primary research, interviews are conducted with industry experts/CEOs/Marketing Managers/VPs/Subject Matter Experts from both demand and supply side to get a 360-degree view of the market. The primary team conducts several interviews based on the complexity of the markets to understand the various market trends and dynamics which makes research more credible and precise.

A typical research interview fulfils the following functions:

  • Provides first-hand information on the market size, market trends, growth trends, competitive landscape, and outlook
  • Validates and strengthens in-house secondary research findings
  • Develops the analysis team’s expertise and market understanding

Primary research involves email interactions and telephone interviews for each market, category, segment, and sub-segment across geographies. The participants who typically take part in such a process include, but are not limited to:

  • Industry participants: VPs, business development managers, market intelligence managers and national sales managers
  • Outside experts: Valuation experts, research analysts and key opinion leaders specializing in the electronics and semiconductor industry.

Below is the breakup of our primary respondents by company, designation, and region:

Research Methodology

Once we receive the confirmation from primary research sources or primary respondents, we finalize the base year market estimation and forecast the data as per the macroeconomic and microeconomic factors assessed during data collection.

  1. Data Analysis:

Once data is validated through both secondary as well as primary respondents, we finalize the market estimations by hypothesis formulation and factor analysis at regional and country level.

  • Macro-Economic Factor Analysis:

We analyse macroeconomic indicators such the gross domestic product (GDP), increase in the demand for goods and services across industries, technological advancement, regional economic growth, governmental policies, the influence of COVID-19, PEST analysis, and other aspects. This analysis aids in setting benchmarks for various nations/regions and approximating market splits. Additionally, the general trend of the aforementioned components aid in determining the market's development possibilities.

  • Country Level Data:

Various factors that are especially aligned to the country are taken into account to determine the market size for a certain area and country, including the presence of vendors, such as headquarters and offices, the country's GDP, demand patterns, and industry growth. To comprehend the market dynamics for the nation, a number of growth variables, inhibitors, application areas, and current market trends are researched. The aforementioned elements aid in determining the country's overall market's growth potential.

  • Company Profile:

The “Table of Contents” is formulated by listing and analyzing more than 25 - 30 companies operating in the market ecosystem across geographies. However, we profile only 10 companies as a standard practice in our syndicate reports. These 10 companies comprise leading, emerging, and regional players. Nonetheless, our analysis is not restricted to the 10 listed companies, we also analyze other companies present in the market to develop a holistic view and understand the prevailing trends. The “Company Profiles” section in the report covers key facts, business description, products & services, financial information, SWOT analysis, and key developments. The financial information presented is extracted from the annual reports and official documents of the publicly listed companies. Upon collecting the information for the sections of respective companies, we verify them via various primary sources and then compile the data in respective company profiles. The company level information helps us in deriving the base number as well as in forecasting the market size.

  • Developing Base Number:

Aggregation of sales statistics (2020-2022) and macro-economic factor, and other secondary and primary research insights are utilized to arrive at base number and related market shares for 2022. The data gaps are identified in this step and relevant market data is analyzed, collected from paid primary interviews or databases. On finalizing the base year market size, forecasts are developed on the basis of macro-economic, industry and market growth factors and company level analysis.

  1. Data Triangulation and Final Review:

The market findings and base year market size calculations are validated from supply as well as demand side. Demand side validations are based on macro-economic factor analysis and benchmarks for respective regions and countries. In case of supply side validations, revenues of major companies are estimated (in case not available) based on industry benchmark, approximate number of employees, product portfolio, and primary interviews revenues are gathered. Further revenue from target product/service segment is assessed to avoid overshooting of market statistics. In case of heavy deviations between supply and demand side values, all thes steps are repeated to achieve synchronization.

We follow an iterative model, wherein we share our research findings with Subject Matter Experts (SME’s) and Key Opinion Leaders (KOLs) until consensus view of the market is not formulated – this model negates any drastic deviation in the opinions of experts. Only validated and universally acceptable research findings are quoted in our reports.

We have important check points that we use to validate our research findings – which we call – data triangulation, where we validate the information, we generate from secondary sources with primary interviews and then we re-validate with our internal data bases and Subject matter experts. This comprehensive model enables us to deliver high quality, reliable data in shortest possible time.

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