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通訊業半導體元件：市場佔有率分析、產業趨勢與統計、2024年至2029年成長預測

Semiconductor Device In Communication Industry - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts 2024 - 2029
出版日期: | 出版商: Mordor Intelligence | 英文 120 Pages | 商品交期: 2-3個工作天內

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簡介目錄

通訊業的半導體裝置市場目前估值為 2,079 億美元，預計未來五年將成長至 2,995 億美元，預測期內複合年成長率為 7.5%。

通訊產業半導體元件-市場-IMG1

主要亮點

  • 有線或無線半導體構成了通訊技術的重要組成部分，從網路連接、基地台和路由器到電話、筆記型電腦和其他連接設備。
  • 近年來，無線技術徹底改變了通訊業，全球行動用戶數量正在快速成長。最熟悉的無線應用是行動電話，智慧型手機在全球行動用戶數量中佔據很大佔有率。目前大多數行動電話採用4G無線通訊系統。 4G資料通訊標準速度極快，目前正在開發的5G系統將會更快。
  • 地方政府正在採取舉措支持5G的全球推廣，推動通訊業半導體裝置市場的成長。例如，歐盟委員會為5G技術的開發建立了官民合作關係。因此，歐盟委員會宣布提供超過 7 億英鎊（約 8.895 億美元）的公共資金，以支持透過 Horizo​​​​n 2020 計劃在歐洲推出 5G。
  • 此外， IT基礎設施投資不斷擴大，以支援數位技術的普及和網路使用者數量的增加。例如，在印度，到2025年將新建約45個資料中心，預計從2020年起投資約100億美元。這些發展對於預測期內的市場成長來說是個好兆頭。
  • 然而，由於小型化是半導體行業最重要的趨勢之一，對較小晶片的需求不斷增加預計將阻礙市場成長，因為晶片尺寸的減小顯著增加了設計和製造的複雜性。
  • 此外，由於 5G 部署、數位轉型和遠距工作文化，疫情增加了對高速網路連線的需求。通訊通訊業受到了很大影響，因為它對於醫療保健、政府和私營部門等各個行業的高效運作至關重要。

半導體裝置市場趨勢

擴大 5G 技術的採用

  • 隨著5G引入的進展，對智慧型手機等5G相容設備的需求顯著增加，這推動了通訊業半導體設備市場的需求。
  • 愛立信預計，到年終，全球5G用戶數將達到44億，佔所有行動用戶數的48%。該公司表示，5G 用戶數達到 10 億，比 2009 年推出的 4G 快，比 4G 早兩年。
  • 關鍵因素包括多家供應商的設備及時上市、價格下降速度快於4G，以及中國大規模且較早採用5G。愛立信表示，到 2027 年，5G 將成為用戶數量占主導地位的行動接取技術。
  • 改進的 5G 網路和無限資料方案可能會吸引全球更多的 5G用戶。基於影片的應用程式、虛擬實境/擴增實境和遊戲會產生大量資料流量。根據GSMA的數據，北美的5G簽約率超過90%，是所有地區中最高的。
  • 此外，5G 網路的推出也增加了對資料中心的需求。 5G網路需要大量資料處理和儲存能力，以便為最終用戶提供高速、低延遲的連線。
  • 此外，2023 年 2 月，GSMA 報告稱，5G 連線預計在未來兩年內翻倍。 GSMA 還報告稱，成長將來自亞太地區和拉丁美洲地區的主要市場，例如巴西和印度，這些市場最近推出了 5G 網路。印度尤其重要，Jio 和 Airtel 在 2023 年擴大服務預計將成為繼續普及該地區的關鍵。此外，根據GSMA的數據，預計年終，印度5G保有量將達到1.45億台。
通訊產業半導體元件-市場-IMG2

亞太地區佔主要市場佔有率佔有率

  • 隨著智慧型手機、平板設備等各種技術的出現，以及各種雲端基礎的服務的引入，對更快、更廣泛的個人行動通訊系統的需求正在穩步成長。因此，在行動裝置和主要有線網路之間建立連接點的無線電基地台(BTS) 的引入變得越來越多樣化。
  • IT產業的快速成長和工業化也推動了亞太地區通訊業對半導體元件市場的需求。這些領域將極大地鼓勵外國投資，並增加該地區對已開發國家和新技術的接觸。私營和公共部門繼續大力投資該地區通訊業的發展，因為使用快速且有效率的通訊網路對於這些部門的發展至關重要。
  • 就銷售額而言，日本的通訊業是世界上最大的電信業之一。過去二十年來，儘管整體市場是由經濟和人口成長放緩推動的，但很少有大型固定和行動網路營運商對鐵塔和IT基礎設施進行了大量投資。印度的5G普及也不斷進步，日本的目標是到年終幾乎實現5G完全覆蓋。
  • 此外，在用戶基礎不斷擴大以及政府對該行業採取的自由和改革態度的推動下，印度通訊業正在經歷快速成長。例如，根據 IBEF 的數據，印度是全球第二大通訊市場之一，到 2022 年 4 月用戶數將達到 11.6 億。此外，2022年4月至6月，印度網路用戶總數達8.3686億。此外，到2022年6月，無線部門將佔電話用戶總數的95.4%。
  • 此外，印度政府已開始專注於開拓數位化強勁經濟，並採取了多項舉措來加速數位技術的採用。這正在推動該地區通訊半導體裝置市場的成長。
  • 資料中心數量的增加也可能為通訊業半導體設備市場的公司提供重大機會。例如，2023 年 3 月，OVH Cloud 宣布將在印度開設第一個資料中心，作為其亞太擴張計畫的一部分。該公司還計劃明年在澳洲和新加坡再部署兩個資料中心。同樣，2022 年 6 月，ST Telemedia 全球資料中心 (STT GDC) 宣布計劃在韓國建造新的資料中心站點。

半導體裝置產業概況

由於整合不斷加強、技術快速進步和地緣政治動態變化等因素，通訊業的半導體裝置市場波動較大。在永續競爭優勢來自於創新的市場中，競爭日益激烈。在此背景下，鑑於最終用戶對半導體製造的高品質期望，必須解決品牌識別的重要性。

幾家主要公司主導了這個市場，包括英特爾公司、英偉達公司、京瓷公司、高通技術公司和意法半導體公司，促使市場滲透率很高。

2023 年 4 月，京瓷公司宣布取得突破性進展。它是一款新型 EIA 0201 尺寸電容器 (MLCC)，擁有業界最高的 10 微法電容。京瓷的KGM03系列廣泛應用於穿戴式裝置和智慧型手機。這種緊湊型 MLCC 容量的增加使設計人員能夠以更少的組件和最小的空間滿足系統要求。

2022 年 6 月，德克薩斯) 推出了一款新型無線微控制器(MCU)，擴展了其連接產品組合，該微控制器可提供高品質藍牙低功耗(LE)，而成本僅為競爭產品的一小部分。 SimpleLink 藍牙 LE CC2340 系列利用該公司在無線通訊領域的豐富經驗，提供一流的待機電流和射頻 (RF) 性能。

2022 年 3 月，ADI 宣布推出毫米波 (mmW) 5G 前端晶片組，旨在涵蓋所需頻寬。這項創新使設計人員能夠簡化設計，並更快地將更小、更通用的 5G 無線電推向市場。該晶片組由四個高度整合的 IC 組成，提供全面的解決方案，可顯著減少 24 至 47GHz 5G 無線電所需的組件數量。

其他福利：

  • Excel 格式的市場預測 (ME) 表
  • 3 個月的分析師支持

目錄

第1章簡介

  • 研究假設和市場定義
  • 調查範圍

第2章調查方法

第3章執行摘要

第4章市場洞察

  • 市場概況
  • 產業價值鏈分析
  • 產業吸引力－波特五力分析
    • 供應商的議價能力
    • 消費者議價能力
    • 新進入者的威脅
    • 替代品的威脅
    • 競爭公司之間敵對關係的強度
  • 宏觀趨勢對產業的影響

第5章市場動態

  • 市場促進因素
    • 擴大 5G 技術的採用
  • 市場課題
    • 半導體晶片短缺

第6章市場區隔

  • 依設備類型
    • 離散半導體
    • 光電子學
    • 感應器
    • 積體電路
      • 模擬
      • 邏輯
      • 記憶
      • 微
      • 微處理器 (MPU)
      • 微控制器（MCU）
      • 數位訊號處理器（DSP）
  • 依地區
    • 美國
    • 歐洲
    • 日本
    • 中國
    • 韓國
    • 台灣
    • 世界其他地區

第7章 競爭形勢

  • 公司簡介
    • Intel Corporation
    • Nvidia Corporation
    • Kyocera Corporation
    • Qualcomm Incorporated
    • STMicroelectronics
    • Micron Technology Inc.
    • Xilinx Inc.
    • NXP Semiconductors NV
    • Toshiba Corporation
    • Texas Instruments Inc.
    • Taiwan Semiconductor Manufacturing Company（TSMC）Limited
    • SK Hynix Inc.
    • Samsung electronics co. ltd
    • Fujitsu Semiconductor Ltd
    • Rohm Co. Ltd
    • Infineon Technologies AG
    • Renesas Electronics Corporation
    • Advanced Semiconductor Engineering Inc.
    • Broadcom Inc.
    • ON Semiconductor Corporation

第8章投資分析

第9章市場的未來

簡介目錄
Product Code: 50001329
Semiconductor Device In Communication Industry - Market - IMG1

The semiconductor device market in the communication industry is valued at USD 207.9 billion in the current year and is expected to register a CAGR of 7.5% during the forecast period to become USD 299.5 billion by the next five years.

Key Highlights

  • Wired or wireless semiconductors form an important part of communications technology, from network connectivity, base stations, and routers to phones, laptops, and other connected devices.
  • In recent years, wireless technology has revolutionized the communication industry, with mobile subscriptions across the world growing at a rapid rate. The most familiar wireless application is the mobile phone, where smartphones account for a major share of all mobile subscriptions globally. Today's cell phones mostly use 4G wireless communications systems. The data transmission standards for 4G are extremely fast, and 5G systems currently in development will be even faster.
  • The regional governments are taking initiatives to support the global rollout of 5G and are driving the growth of the semiconductor device market in the communication industry. For instance, the European Commission has established a public-private partnership to develop 5G technology. As a result, the European Commission has announced over GBP 700 million (~USD 889.5 million) in public funding to support the rollout of 5G across Europe through its Horizon 2020 program.
  • Furthermore, investments in supporting IT infrastructure have also been growing to support the growing penetration of digital technologies and a growing number of internet users. For instance, by 2025, about 45 new data centers will come up in India, attracting investment of nearly USD 10 billion since 2020. Such trends generate a favorable outlook for the studied market's growth during the projected timeline.
  • However, as miniaturization is one of the high-priority trends in the semiconductor industry, the increasing demand for smaller chips is expected to hinder the market's growth, as shrinking chip size significantly increases design and manufacturing complexity.
  • Moreover, the pandemic increased the 5G deployment, digital transformation, and demand for high-speed network connectivity due to the remote work culture. The communication industry has been greatly impacted because communications are crucial to the efficient running of various industries, including the medical, governmental, and private sectors.

Semiconductor Device Market Trends

Growing Adoption of 5G Technology

  • The increasing implementation of 5G has resulted in a significant demand for 5G-enabled devices like smartphones, which, in turn, drives the demand for the semiconductor device market in the communication industry.
  • Ericsson forecasts that there will be 4.4 billion 5G subscriptions across the globe by the end of 2027, accounting for 48% of all mobile subscriptions. As per the company, 5G subscription uptake is faster than that of 4G following its launch in 2009, reaching 1 billion subscriptions two years earlier than 4G did.
  • Key factors include the timely availability of devices from several vendors, with prices falling faster than 4G, and China's large, early 5G deployments. According to Ericsson, 5G will become the dominant mobile access technology by subscriptions in 2027.
  • The improved 5G network and unlimited data plans will attract more 5G subscribers across the globe. Video-based apps, virtual/augmented reality, and gaming generate huge data traffic. According to GSMA, 5G subscriptions in North America will be more than 90%, the highest among all regions.
  • Moreover, the deployment of 5G networks is increasing the demand for data centers. This is because 5G networks require a significant amount of data processing and storage capabilities to provide high-speed, low-latency connections to end users.
  • Furthermore, in February 2023, GSMA reported that 5G connections are anticipated to double over the upcoming two years. In addition, GSMA also reported that the growth would come from key markets within APAC and LATAM, like Brazil and India, which have recently launched 5G networks. India will be particularly significant, with the expansion of services from Jio and Airtel in 2023 expected to be key to continued adoption in the region. Moreover, as per GSMA, 5G is anticipated to account for 145 million in India by the end of 2025.
Semiconductor Device In Communication Industry - Market - IMG2

Asia-Pacific to Hold Significant Market Share

  • The emergence of different technologies, including the introduction of smartphones, tablets, and a variety of cloud-based services, has driven a steady increase in demand for faster and more pervasive personal mobile communication systems. This, in turn, has resulted in the introduction of a growing variety of wireless base stations (BTS), creating the connection points between the mobile terminals and the main wired network.
  • The rapid growth of the IT sector and industrialization are also driving the demand for the semiconductor device market in the communications industry in the Asia-Pacific region. These sectors will greatly facilitate foreign investment, increasing the region's exposure to developed countries and new technologies. The private and public sectors are continuously investing heavily in developing the region's telecommunications industry, as the availability of high-speed and efficient telecommunications networks is essential for the growth of these sectors.
  • The Japanese telecommunications industry is among the largest in the world in terms of revenue. Few major fixed and mobile network operators have invested heavily in towers and IT infrastructure over the past two decades despite the overall market being fueled by slow economic and demographic growth. 5G adoption is also gaining traction in the country, and Japan aims to reach almost full 5G coverage by the end of 2030.
  • Moreover, the Indian communication industry has been witnessing sharp growth driven by a growing subscriber base and the liberal and reformist government approach towards the industry. For instance, according to IBEF, India is among the world's second-largest telecommunications markets, with a subscriber base of 1.16 billion until April 2022. Furthermore, in April-June 2022, the total number of internet subscribers in India reached 836.86 million. Additionally, the wireless segment accounted for 95.4% of the total telephone subscriptions In June 2022.
  • Additionally, the Indian government has started to focus significantly on developing a solid digitized economy and is taking several initiatives to promote the adoption of digital technologies; this, in turn, is aiding the growth of the semiconductor device market in the communication industry in the region.
  • Increasing the number of data centers may also offer massive opportunities for companies operating in the semiconductor device market in the communication industry. For instance, in March 2023, OVH Cloud announced the launch of its first data center in India as a part of its Asia Pacific expansion plan. The company will also deploy two additional data centers in Australia and Singapore by next year. Similarly, in June 2022, ST Telemedia Global Data Centers (STT GDC) announced its plans for a new data center site in South Korea.

Semiconductor Device Industry Overview

The semiconductor device market in the Communication Industry is experiencing fluctuations due to factors such as increased consolidation, rapid technological advancements, and shifting geopolitical dynamics. In a market where sustainable competitive advantages are driven by innovation, competition is on the rise. In this context, the importance of brand identity must be addressed, given the high-quality expectations of end-users when it comes to semiconductor manufacturing.

Several major players dominate this market, including Intel Corporation, Nvidia Corporation, Kyocera Corporation, Qualcomm Technologies Inc., and STMicroelectronics NV, leading to high levels of market penetration.

In April 2023, Kyocera Corporation announced a groundbreaking development - a new capacitor (MLCC) in the EIA 0201 size category, boasting the industry's highest capacitance at 10 microfarads. The KGM03 series from Kyocera is widely used in wearable devices and smartphones. The increased capacity of these compact MLCCs empowers designers to meet system requirements with fewer components and minimal space utilization.

In June 2022, Texas Instruments extended its connectivity portfolio by introducing new wireless microcontrollers (MCUs) that offer high-quality Bluetooth Low Energy (LE) at a fraction of the cost of competitors. The SimpleLink Bluetooth LE CC2340 series leverages the company's extensive experience in wireless communication and delivers best-in-class standby current and radio-frequency (RF) performance.

March 2022 saw Analog Devices Inc. introduce a millimeter-wave (mmW) 5G front-end chipset designed to cover the necessary frequency bands. This innovation enables designers to simplify their designs and bring smaller and more versatile 5G radios to the market faster. The chipset consists of four highly integrated ICs, offering a comprehensive solution that significantly reduces the number of components required for 24 to 47GHz 5G radios.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions and Market Definition
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

  • 4.1 Market Overview
  • 4.2 Industry Value Chain Analysis
  • 4.3 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.3.1 Bargaining Power of Suppliers
    • 4.3.2 Bargaining Power of Consumers
    • 4.3.3 Threat of New Entrants
    • 4.3.4 Threat of Substitute Products
    • 4.3.5 Intensity of Competitive Rivalry
  • 4.4 Impact of Macro Trends on the Industry

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Increasing Adoption of 5G Technology
  • 5.2 Market Challenges
    • 5.2.1 Semiconductor Chip Shortage

6 MARKET SEGMENTATION

  • 6.1 By Device Type
    • 6.1.1 Discrete Semiconductors
    • 6.1.2 Optoelectronics
    • 6.1.3 Sensors
    • 6.1.4 Integrated Circuits
      • 6.1.4.1 Analog
      • 6.1.4.2 Logic
      • 6.1.4.3 Memory
      • 6.1.4.4 Micro
      • 6.1.4.4.1 Microprocessors (MPU)
      • 6.1.4.4.2 Microcontrollers (MCU)
      • 6.1.4.4.3 Digital Signal Processor
  • 6.2 By Geography
    • 6.2.1 United States
    • 6.2.2 Europe
    • 6.2.3 Japan
    • 6.2.4 China
    • 6.2.5 Korea
    • 6.2.6 Taiwan
    • 6.2.7 Rest of the World

7 COMPETITIVE LANDSCAPE

  • 7.1 Company Profiles
    • 7.1.1 Intel Corporation
    • 7.1.2 Nvidia Corporation
    • 7.1.3 Kyocera Corporation
    • 7.1.4 Qualcomm Incorporated
    • 7.1.5 STMicroelectronics
    • 7.1.6 Micron Technology Inc.
    • 7.1.7 Xilinx Inc.
    • 7.1.8 NXP Semiconductors NV
    • 7.1.9 Toshiba Corporation
    • 7.1.10 Texas Instruments Inc.
    • 7.1.11 Taiwan Semiconductor Manufacturing Company (TSMC) Limited
    • 7.1.12 SK Hynix Inc.
    • 7.1.13 Samsung electronics co. ltd
    • 7.1.14 Fujitsu Semiconductor Ltd
    • 7.1.15 Rohm Co. Ltd
    • 7.1.16 Infineon Technologies AG
    • 7.1.17 Renesas Electronics Corporation
    • 7.1.18 Advanced Semiconductor Engineering Inc.
    • 7.1.19 Broadcom Inc.
    • 7.1.20 ON Semiconductor Corporation

8 INVESTMENT ANALYSIS

9 FUTURE OF THE MARKET