In addition, SEMI predicts that from 2022 to 2025, the capacity of 300mm Fab plant of global semiconductor manufacturers will grow at a compound annual growth rate (CAGR) of nearly 10%, reaching a new historical high of 9.2 million pieces per month. Strong demand for automotive semiconductors and new government funding and incentive plans in several regions are the main growth factors.
Coincidentally, today, the latest news from BusinessKorea also shows that with the rapid increase in global demand for high-performance semiconductors for electric vehicles, Samsung Electronics and SK Hynix have gradually turned their attention to the field of automotive semiconductors.
It is reported that although these two companies occupy the first and second positions in the world memory semiconductor market, they do not have much influence in the automotive semiconductor market.
Strategy Analytics data shows that, based on the sales in 2019, South Korea's share in the global automotive semiconductor market is only 2.3%.
In the field of oil tankers, the price of automotive semiconductors is generally low, so the profitability is low, and the replacement cycle of oil tankers is generally longer, which can last more than 10 years. However, with the rapid growth of electric vehicles and intelligent driving vehicles, the demand for high value-added semiconductors has increased. The Korean consortium is actively responding to this development trend and increasing investment in the semiconductor field.
Samsung Electronics predicts that by 2030, auto semiconductors, servers and mobile communication semiconductors will grow into three major semiconductor industries.
Since 2020, the electric vehicle market has grown rapidly. Due to the progress of electronic component technology, the number of semiconductors installed in electric vehicles has also increased dramatically. There are 100 to 200 parts in an oil vehicle, while intelligent vehicles supporting automatic driving need at least thousands of parts.
At present, Samsung Electronics is planning to meet the needs of high-performance automotive semiconductors through next-generation storage solutions such as LPDDR5X and GDDR7. Its goal is to occupy the first place in the automotive memory market by 2025.
Data shows that under the wave of "electrification"+"intelligence", the application boundary of automotive semiconductor continues to expand. Automotive semiconductors can be divided into power semiconductors (IGBT, MOSFET, etc.), computing control chips (MCU, SoC, etc.), memory chips (DRAM, NAND, NOR, etc.), sensor chips (CMOS, radar chips, MEMS, etc.), communication chips (bus control, RF chips), etc. according to their functions.
It is reported that the market scale of computing control chips, power semiconductors, sensor chips and memory chips in the automotive semiconductor industry will account for 23%, 22%, 13% and 9% respectively in 2020. From the perspective of application fields, the semiconductor of traditional fuel vehicles is mainly concentrated in the traditional automotive electronics fields such as body and chassis safety. With the continuous development of automotive electric intelligence, the demand for semiconductor in powertrain, auxiliary driving, information entertainment and other fields is rapidly increasing. In 2017-2022, the semiconductor application scale of auxiliary driving and electric/hybrid power systems reached 23.6% and 21% respectively.
In addition, the electrification and intellectualization will drive the rapid expansion of the automotive semiconductor market. At present, overseas semiconductor manufacturers dominate. In 2021, the global auto semiconductor market will reach 46.7 billion US dollars,+33% year-on-year. Under the general trend of electrification and intelligence, the demand for automotive semiconductor applications has risen significantly. According to Omdia's prediction, the global automotive semiconductor market size will exceed 80 billion dollars in 2025, and the CAGR will reach 15% in 2021-25.
According to the agency's estimation of the size of each market segment, electrification will drive the growth of the market for AFE chips in IGBT chips and BMS modules of new energy vehicles. The global size will be US $2 billion and US $600 million in 2021, US $7.3 billion and US $1.8 billion in 2025, and the CAGR will be 39% and 34% respectively; Intelligentization will bring significant growth in the market of three types of vehicle regulation memory chips: CIS, intelligent cabin SoC, autopilot SoC, and vehicle regulation DRAM, NAND, NOR. The global scale in 2021 will be $39, $25, $15, $12, $1, and $500 million respectively. The corresponding scale in 2025 is expected to be $76, $42, $67, $22, $28, and $900 million respectively, and the CAGR will be 18%, 13%, 45%, 15%, 28%, and 13% respectively.
In addition, according to IC Insights, the global car regulation MCU will grow from US $7.6 billion in 2021 to US $12 billion in 2025, with a CAGR of 12%. In the global automotive semiconductor market, overseas semiconductor leading manufacturers occupy a leading position. In 2021, Infineon/NXP/Rexa/Texas Instruments/Italy France semiconductor market accounted for 12.7%/11.8%/8.4%/8.1%/7.5% respectively, CR5 was close to 50%, and the industry concentration was high.
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