自動車市場向け半導体：2008年版

Abstract

Synopsis

Automotive continues to be one of the steadiest and most dependable sectors for semiconductor suppliers to serve. This is primarily the result of an on-going trend in automotive system design, from mechanical to electromechanical, or electronic systems. This is a trend which most industry watchers forecast to continue for the next 15-20 years. In addition, the pervasion of advanced entertainment systems such as DVD infotainment, satellite radio, HDD-MP3 juke boxes and cellphone connectivity, has resulted in semiconductors becoming an ever more integral part of the modern passenger car, and a correspondingly ever increasing proportion of the electronic content.

This Semicast study looks at demand for many of the key automotive systems found in passenger cars and light trucks and then rationalizes that demand to forecasts and trends for semiconductor consumption. Owing to long design cycles associated with the automotive industry, forecasts are presented through to 2015.

Key Conclusions:

• Total OE system production volumes in the automotive sector are forecast to rise from 890 million in 2007 to 1.5 billion in 2015.
• Highest volume OE applications are door electronics, solid state lighting and engine control.
• OE semiconductor consumption in the automotive sector is forecast to grow from $20 billion in 2007 to over $30 billion in 2015. Revenue growth is forecast to be highest in the OE entertainment sector, followed by body & chassis and safety systems.
• China is forecast to be by far the fastest growing region for automotive semiconductors over the period to 2015, at a CAGR of almost 20%.
• Highest demand is forecast for analog ICs (predominantly application specific analog), followed by MCU/MPU/DSP. Fastest growth is forecast for memory ICs.
• Freescale, Infineon Technologies, STMicroelectronics, NXP and Renesas are estimated to have been the top 5 suppliers of OE automotive semiconductors in 2007.
• Revenues for automotive aftermarket semiconductors are forecast to grow from over $2 billion in 2007 to almost $4 billion in 2015.

Key Features:

• Coverage of the total market for automotive semiconductors, including OE and aftermarket.
• Estimate for worldwide production volumes of 34 OE automotive systems, with forecasts to 2015.
• Segmentation of semiconductor market into 18 product types, with forecasts to 2015.
• Regional analysis of automotive semiconductor market by North America, Europe, Japan, China and Rest of the World, with forecasts to 2015.
• Analysis of supplier market shares for OE automotive semiconductors in 2007.
• Highly quantitative analysis, with discussion summarized in short, easy to read bullet points.
• PDF and Excel delivery options available.

Automotive System Coverage

The system types included in the study are as follows:

• Body/Chassis: Electronic Steering, Electronic Suspension, Conventional Cruise Control, Door Electronics, Seat Electronics, Electronic Instrument Clusters, Smart Junction Boxes, Air Conditioning, Electric Parking Brake, Rain & Light Sensors, Parking Assist, Exterior Solid State Lighting, Other Body & Chassis.
• Powertrain: Engine Control & Ignition, Automatic Transmission.
• Safety: Smart Airbag, Passive Airbag, Intelligent Cruise Control, Tire Pressure Warning, Driver Assistance Systems, ABS/TCS, Electronic Stability Control, Brake-by-wire.
• OE Security: Keyless Entry, Alarms & Immobilizers, Vehicle Tracking.
• OE Entertainment: Audio-only Head Units, Front Seat Infotainment, Rear Seat Entertainment, Embedded Navigation Systems, Telematics Head Units, Satellite Radio Decoders, Amplifiers, CD/DVD Autochangers.
• Aftermarket: Audio-only Head Units, Front Seat Infotainment, Rear Seat Entertainment, Embedded Navigation Systems, Telematics Head Units, Satellite Radio Decoders, Amplifiers, CD/DVD Autochangers, Alarms & Immobilizers

Semiconductor Market Segmentation

In each main system area (safety, powertrain, security etc.) the study provides analysis of the market for automotive semiconductors into 18 product types, as follows:

• 4/8-bit MCU
• 16-bit MCU
• 32/64-bit MCU/MPU
• Digital Signal Processor (DSP)
• Memory
• Gate Arrays & Standard Cells
• PLD/FPGA
• Other Logic
• Standard Linear
• Application Specific Analog
• IGBTs
• MOSFETs
• Rectifiers
• Other Discretes
• Actuators & Sensors
• LEDs
• LCDs
• Other Optoelectronics

About the Author

Colin Barnden is principal analyst at Semicast. Prior to Semicast, he worked for 12 years at IMS Research, rising to the position of Senior Research Director of its Semiconductor Research Group and responsible for analyst coverage on the analog/mixed signal, optoelectronic and embedded processing industries. Colin also set-up and established IMS Research' s Automotive Electronics Group. During his tenure, Colin authored dozens of reports and became a well respected industry analyst. He holds a B.S. in Electronic Engineering from Aston University, England.

Table of Contents

• Section 1 - Executive Overview
• Section 2 - Definitions & Method
• Section 3 - Global Light Vehicle Production
• Section 4 - Semiconductor TAM Analysis
• Section 5 - Body & Chassis Systems
• Section 6 - Powertrain Systems
• Section 7 - Safety Systems
• Section 8 - OE Security Systems
• Section 9 - OE Entertainment Systems
• Section 10 - Automotive Aftermarket Systems
• Section 11 - Product Tables by Sector
• Section 12 - Regional Tables by Sector
• Appendix I - Summary of Key Points
• Appendix II - Figures

List of Tables (55 tables)

• Table 1.1 - Global Market for OE Automotive Semiconductors & LCDs by Product
• Table 1.2 - Market Share Estimates for Semiconductor Suppliers to the OE Automotive Sector in 2007
• Table 1.3 - Global Market for OE Automotive Semiconductors by Sub-Sector
• Table 1.4 - Global Market for OE Automotive Semiconductors & LCDs by Region
• Table 1.5 - Global Automotive System Production Forecast
• Table 2.1 - System Definitions
• Table 3.1 - Global Light Vehicle Production Forecast
• Table 4.1 - Analysis of the World Market for Semiconductors in the OE Automotive Sector in 2007
• Table 5.1 - Global Production Forecasts For Body & Chassis Systems
• Table 5.2 - Global Market for Semiconductors & LCDs in Body & Chassis Systems by Product
• Table 5.3 - Global Market for Semiconductors & LCDs in Body & Chassis Systems by Region
• Table 6.1 - Global Production Forecasts For Powertrain Systems
• Table 6.2 - Global Market for Semiconductors & LCDs in Powertrain Systems by Product
• Table 6.3 - Global Market for Semiconductors & LCDs in Powertrain Systems by Region
• Table 7.1 - Global Production Forecasts For Safety Systems
• Table 7.2 - Global Market for Semiconductors & LCDs in Safety Systems by Product
• Table 7.3 - Global Market for Semiconductors & LCDs in Safety Systems by Region
• Table 8.1 - Global Production Forecasts For OE Security Systems
• Table 8.2 - Global Market for Semiconductors & LCDs in OE Security Systems by Product
• Table 8.3 - Global Market for Semiconductors & LCDs in OE Security Systems by Region
• Table 9.1 - Global Production Forecasts For OE Entertainment Systems
• Table 9.2 - Global Market for Semiconductors & LCDs in OE Entertainment Systems by Product
• Table 9.3 - Global Market for Semiconductors & LCDs in OE Entertainment Systems by Region
• Table 10.1 - Global Production Forecasts For Automotive Aftermarket Systems
• Table 10.2 - Global Market for Semiconductors & LCDs in Automotive Aftermarket Systems by Product
• Table 10.3 - Global Market for Semiconductors & LCDs in Automotive Aftermarket Systems by Region
• Table 11.1 - Actuators & Sensors
• Table 11.2 - Application Specific Analog ICs
• Table 11.3 - Standard Linear ICs
• Table 11.4 - IGBTs
• Table 11.5 - MOSFETs
• Table 11.6 - Rectifiers
• Table 11.7 - Other Discretes
• Table 11.8 - Gate Arrays/Standard Cells
• Table 11.9 - PLDs/FPGAs
• Table 11.10 - Other Logic
• Table 11.11 - 4/8-bit MCUs
• Table 11.12 - 16-bit MCUs
• Table 11.13 - 32/64-bit MCUs/MPUs
• Table 11.14 - ARM-based MCUs/MPUs
• Table 11.15 - MIPS-based MCUs/MPUs
• Table 11.16 - Power Architecture-based MCUs/MPUs
• Table 11.17 - 68K/Coldfire-based MCUs/MPUs
• Table 11.18 - x86-based MCUs/MPUs
• Table 11.19 - "Other" 32-bit MCUs/MPUs
• Table 11.20 - DSPs
• Table 11.21 - Memory
• Table 11.22 - LEDs
• Table 11.23 - Other Optoelectronics
• Table 11.24 - LCDs
• Table 12.1 - North American Automotive Market for Semiconductors
• Table 12.2 - European Automotive Market for Semiconductors
• Table 12.3 - Japanese Automotive Market for Semiconductors
• Table 12.4 - Chinese Automotive Market for Semiconductors
• Table 12.5 - Rest of the World Automotive Market for Semiconductors

List of Figures (6 figures)

• Figure 1 - Global Automotive Market For Semiconductors
• Figure 2 - Average Semiconductor Content Per Light Vehicle
• Figure 3 - Global Market for OE Automotive Semiconductors by Sub-Sector
• Figure 4 - Global Market for OE Automotive Semiconductors & LCDs by Region
• Figure 5 - Automotive OE System Production Volume Forecast by Sub-Sector
• Figure 6 - Global Light Vehicle Production Forecast