この調査レポートは、電動化や自律走行車（AV）といった自動車業界のメガトレンドが、半導体業界に新たな成長とチャンスをもたらしていることについて詳細に調査・分析しています。

 

主な掲載内容（目次より抜粋）

 

Report Summary

The "Semiconductors for Autonomous and Electric Vehicles 2023-2033" report provides a deep dive into how megatrends in the automotive industry, such as electrification and autonomous vehicle (AV) are bringing new growth and opportunity to the semiconductor industry. These trends require new componentry on vehicles, such as LiDAR in automation, and with them new semiconductors, such as indium phosphate laser emitters. Eighteen components across the areas of advanced driver assistance systems, automated driving, electrification, communications & infotainment, and general MCU architectures are analysed for semiconductor content and trends which will impact semiconductor technologies used.

 

Semiconductor technology is at the heart of all modern vehicles. Their presence and prevalence have risen rapidly over the past couple of decades in the form of microcontrollers which now govern almost all aspects of vehicle operation. They communicate inputs, execute actuations and perform calculations across the entire car. This has transformed the public's perception of vehicles into "computers on wheels". Unsurprisingly, and as shown in the graphic below, automotive MCUs are the leading component for generating semiconductor value within the vehicle.

 

Semiconductor wafer value in the average vehicle today, and in 2033. Source: IDTechEx

 

1. The emergence and adoption of SAE level 3 and SAE level 4 autonomous vehicles and the additional sensors required.
2. Automotive sensors transitioning to more advance semiconductors.
3. High performance computing coming to vehicles.

Source: IDTechEx

 

While Tesla has been publicly anti-lidar, other key players in the autonomy space such as Waymo, Cruise, Daimler and Honda are all using LiDAR on their highly automated vehicles. In fact, as of the end of 2022 there have only been two vehicles certified for SAE level 3 use (where the driver's attention is not required under certain conditions) on the road; the Mercedes S-Class and the Honda Legend. IDTechEx is expecting many more high-end vehicles to follow the S-Class over the next 10-years, and for level 3 technologies to be widely available. This will of course drive semiconductor demand across all the sensor types and computers that are needed for these highly advanced vehicles. But another major trend in the automotive market that will impact semiconductor demand is electrification.

 

Semiconductors for automotive electrification

The automotive industry is under increasing pressure to decarbonise through electrification and In 2022 electric vehicles (EV) sales rose to approximately 10% of all new vehicle sales. EV's are now heading out of the early adopter phase and towards the early majority and wider spread adoption. EVs, their power electronics and their battery packs bring additional demands that drive more growth within the semiconductor industry.

 

OEMs are always looking for ways to extend range by making the vehicles more efficient and one avenue increasing in popularity is moving from inverters based on silicon to ones based on silicon carbide There are two factors that are pushing electric vehicle OEMs such as Tesla, Mercedes, Audi and Ford towards silicon carbide. Firstly, some OEMs are planning to transition from 400V to 800V architectures. The higher voltage reduces the amount of current required to achieve the same power, this means reduced wastage in the powertrain system from Ohmic losses and increased efficiency. Silicon carbide is much more suited to the higher voltage and is therefore the more sensible choice than Si. However, and the second reason for adoption, silicon carbide is also more efficient than Si at 400V, which is why players like Tesla are interested even though it would struggle to transition to 800V with its existing 400V supercharger network. This report covers the pros and cons of silicon, silicon carbide and the even more nascent gallium nitride, and explains how these new technologies are going to impact the semiconductor wafer market.

 

The trends mentioned here are forecasted over a 10-year period to 2033 giving wafer volumes, revenues and raw material demand over ADAS and AV, electrification communication and infotainment and vehicle MCUs. For even more granular detail a database with over 400 forecast lines is available with this report. It covers 18 components, across four key vehicle areas, and considering four levels of automation and three different powertrain types (ICE, EV and PHEV), providing wafer volumes, revenues, raw material demand and more.

 

Key aspects

Technology trends that will impact semiconductor demand

 

Market Forecasts:

10-year granular market forecasts of

 

10-year market forecasts split by