analysis of global power semiconductors market in the automotive industry
TRANSCRIPT
Analysis of Global Power Semiconductors Market in
the Automotive Industry Electric Vehicles hold the Future of the Market
NB6D-26
April 2013
2 NB6D-26
Research Team
Shahul Nath Research Associate
Measurement & Instrumentation
Lead Analyst Program Manager
Aravind Seshagiri Global Program Manager - Semiconductors
Measurement & Instrumentation
Special Thanks
Yeswant Abhimanyu
Research Analyst - Automotive
Priya Venketraman
Research Analyst - Semiconductor
Strategic Review Committee Leader
Sujan Sami Global Program Manager - Production
Measurement & Instrumentation
Sunder Shankarnarayanan Research Analyst
Automotive & Transportation
Advisor
Jeannette Garcia E: [email protected]
P: +1.210.477.8427
Corporate Communications
3 NB6D-26
Contents
Section Slide Numbers
Executive Summary 4
Market Overview 8
Total Power Semiconductors Market in the Automotive Industry ---
• External Challenges: Drivers and Restraints 14
• Forecast and Trends 26
• Market Share and Competitive Analysis 36
• Mega Trends and Industry Convergence Implications 40
The Last Word 42
Appendix 45
4 NB6D-26
Executive Summary
5 NB6D-26
Executive Summary
• Environmental regulation, electrification of power train, efficient power management
and adoption of newer safety features are the main drivers for the power semiconductor
market.
• The electric vehicle (EV) market is relatively new and still emerging. In the last two
years, the number of electric vehicles on the road has been gradually increasing, and it
is expected to grow by leaps and bounds during the next seven years.
• The key factor driving the penetration of electric vehicles is the need to reduce CO2
emissions globally.
• Various newer trends like ISS (idling-stop system) will result in major growth in
semiconductor content within traditional fuel based vehicles.
• Other newer efforts at CO2 reduction and improving fuel efficiencies will be major
drivers for growth for power semiconductors.
• IGBT and MOSFETs are slowly increasing its share of the global power
semiconductors deployed in automotive replacing traditional BJTs and Thyristors.
• IGBT poses a strong growth most due to the upcoming trends like electrification of
powertrain and more efficient power management. Source: Frost & Sullivan analysis.
6 NB6D-26
30+
Number of
Competitors
(active market competitors in
base year)
Executive Summary—Market Engineering Measurements
Market Stage
Mature
Market Revenue
$2,553.7 M
(2011)
Market Size at
End of Forecast
Period
$5,288.4 M
(2018)
Base Year
Market Growth
Rate
11.0%
Compound
Annual Growth
Rate
11.0%
(2011-2018)
Customer Price
Sensitivity
8
(scale:1 [Low] to 10 [High])
Total Power Semiconductors Market in the Automotive Industry
: Global, 2011 Market Overview
For a tabular version click here. Stable Increasing Decreasing
Note: All figures are rounded. The base year is 2011. Source: Frost & Sullivan analysis.
Market
Concentration
29.9%
(% of market share held by
top 3 companies)
7 NB6D-26
Executive Summary—CEO’s Perspective
3 Newer technologies like SiC based
power electronics have been a key
focus area of innovation.
2 Newer technologies like MOFET and
IGBT are replacing traditional offerings
like BJT and Thyristors.
4 By 2015, automotive OEMs will have
started to consider economies of scale
in the EV segment.
1 The EV market will present significant
opportunities for the power
semiconductor market.
Source: Frost & Sullivan analysis.
5 Power efficiency, reliability and price
are the deciding factors.
8 NB6D-26
Market Overview
9 NB6D-26
Market Overview—Definitions
Source: Frost & Sullivan analysis.
Power semiconductor Market:
The components covered are metal oxide semiconductor field effect transistor (MOSFET), insulated
gate bipolar transistor (IGBT), bipolar junction transistor (BJT), Thyristors, and power rectifiers.
Power Semiconductors
MOSFET IGBT BJT Thyristors Rectifiers
Power Semiconductors Market in the Automotive Industry: Product Segmentation,
Global, 2011
10 NB6D-26
Market Overview—Definitions (continued)
North America
Europe
Asia-Pacific
Rest of world
Source: Frost & Sullivan analysis.
Geographic segmentation:
11 NB6D-26
Market Overview—Key Questions This Study Will Answer
Is this a new market? What stage is it in? What are the opportunities for semiconductor players in
this market?
Who are the semiconductor vendors participating in this market?
How will the structure of the market change in time? Is it ripe for acquisitions?
Are the products or services offered today meeting customer needs or is there additional
development needed?
Source: Frost & Sullivan analysis.
What are the various offerings that are favorable to current and future market conditions?
12 NB6D-26
Market Overview—Geographical Segmentation
Note: All figures are rounded. The base year is 2011. Source: Frost & Sullivan analysis.
North America 26.0%
Europe 30.6%
Asia-Pacific 37.9%
Rest of world 5.4%
Total Power Semiconductors Market in the Automotive Industry: Percentage of Revenue by Region, Global, 2011
13 NB6D-26
Market Overview—Value and Distribution Channel
Key: OEMs: original equipment manufacturers, VARs: value-added resellers Source: Frost & Sullivan analysis.
Raw materials
Semiconductor materials
Automotive/power semiconductors
Semiconductor foundries
Testing, packaging, and distribution
Automotive OEM’s
Integrated device manufacturers
Embedded software programmers
Metals and
materials
End users
Design
fabrication
and
manufacturing
System
integrators
Fabless semiconductor
companies
Total Power Semiconductors Market in the Automotive Industry: Value and Distribution Channel,
Global, 2011