半导体行业观察·2025-09-26 01:11Core Viewpoint - The automotive semiconductor market is projected to grow from $68 billion in 2024 to $132 billion by 2030, with a compound annual growth rate (CAGR) of 10%, significantly outpacing the automotive market's growth rate of 2% during the same period [2][6]. Group 1: Market Dynamics - The top five companies control half of the automotive semiconductor market, with Infineon expected to exceed $8 billion in automotive revenue in 2024, followed by NXP and STMicroelectronics [2]. - U.S. companies dominate advanced computing, analog, and storage sectors, holding a 36% market share [2]. - Chinese suppliers are rapidly advancing in cockpit, ADAS, and power SiC sectors, supported by national policies [2]. Group 2: Industry Trends - Original Equipment Manufacturers (OEMs) like Tesla, BYD, and NIO are vertically integrating, disrupting traditional supply chains [2][6]. - TSMC and Samsung maintain control over automotive nodes below 16nm and will fully allocate capacity by 2027 [2]. - The shift towards software-defined electronic platforms in vehicles is accelerating, as evidenced by the disparity in growth rates between the automotive and automotive chip markets [2]. Group 3: Competitive Landscape - The global competitive landscape is shifting, with U.S. and European firms leveraging scale, intellectual property depth, and established OEM relationships to maintain leadership [6]. - Chinese companies are actively building capabilities to ensure a self-sufficient semiconductor ecosystem, driven by national support [6]. - Challenges such as geopolitical risks, AI-driven computing demands, and the transition to centralized vehicle platform architectures will test supply chain resilience [6].