automotive semiconductor revenue to surpass $60 billion by 2022 -凯发网络平台

deloitte released the report “semiconductors: t he wave of the future to explain the opportunities and winning strategies for semiconductor companies in the next decade. according to the report, the global semiconductor industry is expected to continue to grow steadily due to the development of emerging technologies such as unmanned vehicles, artificial intelligence, 5g and the internet of t hings. east asia has become a hotspot for the semiconductor industry,” said james chow,
deloitte’s china technology, media and telecom sector managing partner. china, which controls almost half of the market value, is striving to build a fully self-sufficient semiconductor industry and become the global industry engine. meanwhile, japan and korea are trying to promote the growth of their semiconductor industry through fiscal spending, multilateral cooperation and corporate acquisitions.
t he report points out that in the automotive semiconductor sector, the popularity of safety-related electronic systems is set to explode. between 2007 and 201 7, the share of automotive electronics costs rose from about 20 percent to about 40 percent. semiconductor costs (i.e. , the cost of electronic system components) have increased from $31 2 per vehicle in 201 3 to about $400 today. by 2022, semiconductor costs are expected to reach nearly $600 per vehicle.
semiconductor suppliers play a critical role in the supply chain of the automotive industry. in the traditional automotive ecosystem, semiconductor suppliers sell their products to t ier 1 electronic system suppliers, who then integrate the technology into modules for assembly by oems. in recent years, the automotive industry has undergone radical changes. developments in technologies such as artificial intelligence, electric vehicles, unmanned vehicles, energy storage and cyber security, public awareness on topics such as safety and shared mobility, environmental concerns such as pollution, economic considerations such as infrastructure spending, and growth in asian markets are all factors that will reshape the automotive industry.
automotive semiconductor revenues are expected to reach a record high of us$40 billion in 201 8 and to surpass us$60 billion by 2022. asia pacific will lead the world with a 41 % growth rate, driven by government policies and consumer demand for safety, especially in china, which sold nearly 29 million vehicles in 201 7, making it the world’s largest automotive market. in addition, china will become a global automotive manufacturing hub, attracting automakers from all over the world, with light vehicles accounting for nearly 29% of global production. t hese trends are making the asia pacific region a popular destination for semiconductor companies.
with more than half of the revenue of many semiconductor companies coming from china, it is important for new entrants to the china market to have a clear understanding of their environment before developing the best entry strategy,” said song chen, china semiconductor sub-sector leader at deloitte. by and large, semiconductor companies will need to be more agile than ever in order to thrive, and those that invest in digital infrastructure will have a significant advantage.