【研究报告】汽车电子市场预计将从2022年的2442.3亿美元增长到2030年的3854.3亿美元;预计 2022 年至 2030 年复合年增长率为 5.9%。
分析师观点:< /h3>
近年来,乘用车和商用车销量不断增长,以及对便利性和驾驶舒适性的需求不断增加,汽车电子市场出现了显着增长。制造商专注于提高燃油效率、驾驶性能以及骑手和驾驶员的舒适度。提高从燃油效率到驾驶员安全等各个方面的需求日益增加,导致对电子元件数量的需求随着时间的推移而增加。结果,更多的机械系统正在被机械中的电气和电子系统所取代。值得注意的是,在预测期内,高科技汽车已发展成为具有计算机控制系统的汽车电子发动机。现代汽车大约有数百个电子系统。汽车电子技术的发展将简单的驾驶行为提升为豪华、舒适的体验。嵌入式系统现已广泛应用于汽车制造领域。汽车领域机器学习、物联网和人工智能(AI)等先进技术的不断发展预计将为市场增长创造利润丰厚的机会。车辆配备自动驾驶辅助功能。随着对车载安全功能的需求不断增加,汽车信息娱乐系统推动了全球汽车电子市场的增长。
此外,汽车中对先进模拟电源转换器件的需求不断增长混合动力和全电动汽车销量和产量的增长推动了市场的增长。随着汽车产量的增加,全球汽车电子市场将持续稳步扩大。据欧洲汽车协会统计,2022年全球汽车产量超过8540万辆,比上一年2021年增长5.7%。汽车电子系统的应用有很多,比如停车系统、远程无钥匙进入等、安全和个人信息娱乐系统、GPS 定位系统和电子呼叫功能。该应用需要汽车电子系统为车辆提供附加功能。
市场概览:
<汽车电子是用于车辆生产的电子元件,包括从发动机管理到外部汽车信息娱乐系统。这些汽车电子元件包括点火系统、音频无线电系统、汽车远程信息处理、娱乐系统、汽车仪表板等。
汽车电子包括多种元件,包括晶体管、二极管、电阻器、电容器和其他常见电气元件,例如开关和照明。单独的电缆或印刷电路板用于连接每个部件。汽车电子系统还包括称为传感器或执行器的专用部件,使电子系统能够与相关车辆机械系统进行通信。
战略见解< /span>
市场驱动力:
随着汽车数量的增加,对自动驾驶和舒适驾驶的需求也随之增加产量推动汽车电子市场增长
全球乘用车和轻型商用车销量和产量不断增长,人们可支配收入增加,带动市场增长。根据欧洲汽车制造协会的数据,2022年全球汽车产量达到约8540万辆,较2021年增长5.7%。汽车电子和软件需求的增加推动了预测期内的市场增长。在汽车电子领域,域控制单元(DCU)和电子控制单元细分市场预计将在2022年占据最大份额,并且电子控制单元(ECU)销售额在预测期内以最高复合年增长率增长。此外,随着 AD/ADAS 传感器需求的增加,整个汽车电子行业对汽车传感器的需求也在快速增长。
消费者偏好的变化、优先考虑安全的法律并允许更高水平的自动驾驶,而高性能计算机、复杂软件或光检测和测距(LiDAR)传感器等技术进步都将加速驾驶员辅助系统和自动驾驶的采用。例如,到 2025 年,对 2 级高级驾驶员辅助系统 (ADAS) 的需求预计将呈现高达 30% 的年增长率,部分原因是规定所有新车都必须配备这些传感器。这家德国汽车制造商此前曾对福特现已关闭的自动驾驶汽车部门 Argo 进行了昂贵的押注,现在一直在与供应商 Mobileye 合作进行战略转变。
此外,全球汽车电子市场的增长是由对具有基于位置的 GPS 服务、车载支付和信息娱乐系统等附加功能的联网车辆的需求不断增长所推动的。随着电动汽车销量的增加和基于高级功能的车辆的增加,市场受到日益严格的车辆燃油效率自动化规则和法规的推动。电动汽车和混合动力汽车等绿色交通的快速采用推动了全球汽车电子市场的增长。这些电动汽车由先进的电子系统组成,可实现最大的可靠性和效率,预计将为汽车电子市场的增长创造充足的机会。
此外,不断发展的发展具有自动驾驶功能的自动驾驶汽车预计将在不久的将来创造充足的机会。 2023 年 7 月,大众汽车计划到 2031 年在美国德克萨斯州奥斯汀推出自动驾驶汽车,用于货运和叫车服务。
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细分分析:
根据类型,市场分为 ECU /DCU、传感器、电力电子设备等。 ECU/DCU 细分市场将在 2022 年占据最大的市场份额。相比之下,电力电子细分市场预计在预测期内将实现最高的复合年增长率。由于联网汽车的需求不断增长,ECU/DCU 已成为汽车电子市场的主导份额。根据国际能源署 (IEA) 的数据,2022 年联网汽车销量将增长 12%。美国和欧洲仍然占据联网汽车的主导市场份额,其次是日本和韩国。
此外,消费者对基于附加功能的车辆的偏好不断上升,例如增强型 GPS 和导航功能。导航系统、车载信息娱乐系统、预测性维护和无线功能正在推动 ECU/DCU 细分市场的增长。所有这些功能都在联网汽车中提供。 ECU/DCU 用于使用各种传感器和电子功能实现车辆自动化。
区域分析:
亚太汽车电子市场,由于多家汽车零部件制造商的存在,预计将主导全球汽车电子市场电动汽车和混合动力汽车的销量增加。近年来,电动汽车销量呈指数级增长,2022年销量将超过1000万辆,预计到2025年将达到1400万辆。在汽车总销量中,电动汽车约占总销量的14%。在亚太地区,中国在电动汽车市场的全球销售中占据主导地位。中国占全球电动汽车销量的60%以上。中国的道路电动汽车数量占全球一半以上,并且超额完成了节能汽车的销售目标。
此外,欧洲的增长速度随着电动汽车和混合动力汽车销量的快速增长。到 2022 年,欧洲的电动汽车销量将增长 15% 以上。此外,到 2022 年,欧洲每售出的五辆汽车中就有一辆是电动汽车。
汽车行业的电子元件在印度和中国市场上加强了市场增长。由于汽车销量的增加和对高档汽车的需求不断增长,中国和印度正在迅速提高先进汽车的受欢迎程度。由于销售量的增加以及人口增长带来的城市化进程,亚太地区的原始设备制造商和供应商拥有利用先进电子产品的利润丰厚的机会。
此外,美国和加拿大等北美国家随着自动驾驶汽车、电动汽车和联网汽车销量的不断增加,该公司正在快速增长。与 2021 年相比,2022 年美国电动汽车销量将增长 55%。电动汽车销量的增长预计将为预测期内自动驾驶电子市场的增长创造充足的机会。
北美地区由多家领先的汽车品牌制造商组成,包括通用汽车公司、福特汽车公司、PACCAR Inc.、特斯拉公司、Navistar International Corp、Rivian Automotive Inc. 和 BMW AG。这些领先企业需要多种汽车零部件来制造商用车和乘用车。在北美,政府支持增加汽车及其零部件的本地生产。因此,美国政府出台了多项优惠政策来支持北美的汽车零部件制造。
在加拿大运营的主要参与者正在进行大量投资以增加内部生产的车辆。例如,2021年至2022年间,美国汽车制造商的加拿大子公司在加拿大进行了大量投资。 2021年,通用汽车投资超过7.85亿美元,福特汽车投资15亿美元,Stellantis投资11.4亿美元扩大生产设施。这种生产活动的增加和大量投资预计将推动全球汽车电子市场的增长。
主要参与者分析:< /p>
汽车电子市场分析包括大陆集团、罗伯特博世有限公司、索尼公司、Aptiv PLC、现代摩比斯、采埃孚股份公司、奥托立夫公司、麦格纳国际公司、爱信等公司Seiki Co. Ltd、Philips NV 以及汽车电子市场的参与者。
近期发展:
这些参与者采取的策略包括并购、新产品发布和并购。市场参与者采取的一些关键策略如下:
- 2023 年 1 月,哈曼国际工业公司 (HARMAN International Industries) 成为三星电子有限公司 (Samsung
- Historical Analysis (2 Years), Base Year, Forecast (7 Years) with CAGR
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The List of Companies
1. Denso Corporation
2. HGM Automotive Electronics
3. Hitachi, Ltd.
4. Infineon Technologies AG
5. Microchip Technology Inc.
6. NXP Semiconductor
7. Robert Bosch GmbH
8. SONY INDIA
9. Texas Instruments Incorporated
10. ZF Friedrichshafen AG
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