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商品編碼

1444645

自旋電子學 - 市場佔有率分析、產業趨勢與統計、成長預測（2024 - 2029）

Spintronics - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)

出版日期: 2024年02月15日 | 出版商:

Mordor Intelligence | 英文 116 Pages | 商品交期: 2-3個工作天內

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簡介目錄

自旋電子學市場規模預計到2024年為14.9億美元，預計到2029年將達到70.3億美元，在預測期內（2024-2029年）CAGR為36.43%。

主要亮點

自旋電子學除了研究電子的基本電荷外，也研究固態元件中電子的本徵自旋及其相關磁矩。自旋電子學是下一代奈米電子設備背後的驅動技術，可提高其儲存和處理能力，同時降低功耗。在這些裝置中，自旋極化由磁性層或自旋軌道耦合控制。自旋電子學目前的應用是電腦和可攜式音樂播放器中使用的硬碟的讀/寫磁頭。
此外，由於多國政府採取了封鎖等各種遏制措施，疫情對市場產生了顯著影響，這對工業部門的成長產生了重大影響。結果，所研究的市場出現放緩，尤其是在初始階段。然而，隨著資料中心和雲端運算等企業見證了需求和採用的激增，該場景擴大了研究的市場範圍。
當代資料革命在某種程度上是由幾十年來對磁性和自旋現象的研究所推動的。例如，巨磁阻的觀察以及由此產生的旋轉閥讀取頭的演變等里程碑事件繼續推動著裝置研究。然而，對更高資料處理速度和更廣泛資料儲存能力的需求不斷成長，顯著增加了能源消耗和環境問題。因此，自旋電子學的持續研究和開發應該減少能源消耗，同時提高資訊處理能力。這一點至關重要，因為資料儲存容量不斷增加，促使能源消耗相應增加。
自旋電子學可以透過實現更快、更節能的邏輯運算來增強運算效能。自旋電晶體和自旋邏輯閘等自旋電子元件有潛力克服傳統 CMOS（互補金屬氧化物半導體）技術的局限性，實現高速、低功耗計算。
這項需求受到多種因素的推動，包括 5G 網路日益普及。 5G 網路的部署需要更高的資料傳輸速度，以支援不斷增加的頻寬和連線需求。自旋電子技術可以實現更快的資料傳輸速率，使其適合 5G 應用。
替代技術和材料的容易取得是所研究市場的重大課題之一。自旋電子學市場仍處於起步階段，面臨系統和裝置層面的課題，需要解決這些課題，才能將自旋電子材料和功能整合到主流微電子平台中。
自旋電子學市場正處於起步階段，其中很大一部分市場仍高度依賴研究和技術創新。此外，由於全國範圍內的封鎖和世界各地的工廠關閉，市場的供應面在COVID-19的初始階段受到了影響。然而，隨著資料中心和雲端運算等行業的需求和採用量大幅增加，該場景擴大了研究的市場範圍。

自旋電子學市場趨勢

基於半導體的設備預計將出現重大成長

根據半導體產業協會（SIA）和 WSTS 的數據，2023 年全球半導體銷售額預計將達到 5,151 億美元。半導體是電子設備的關鍵零件，產業競爭激烈。儘管預計 2024 年將迅速復甦，但 2023 年同比下降率為 10.3%。不斷成長的半導體行業預計將有助於所研究市場的成長。
自旋二極體、自旋濾波器和自旋場效電晶體被考慮用於市場研究。自旋二極體是一種可以測量電路中電流的半導體元件。多種趨勢正在塑造自旋二極體產業。在記憶體應用中，自旋二極體正在被探索，並在非揮發性、供電速度和節能方面具有潛在優勢。
自旋濾波器在自旋電子學的不同應用中發揮重要作用，自旋電子學利用電子自旋來執行資訊處理、儲存和操作。這些儀器對於產生、修改和測量自旋極化電流至關重要，使其成為自旋電子技術發展的基本要素。
目前，基於量子點的旋轉過濾器裝置正在受到關注。秉承這一點，2023 年 1 月，一個國際科學家團隊展示了在維持量子點自旋量子位元的量子相干性方面的飛躍，作為全球推動實用量子網路和量子電腦的一部分。這些技術的應用將改變許多行業和研究工作，從資訊傳輸的安全性到尋找具有新特性的材料或化學品，例如需要感測器之間精確時間同步的基本現象的測量。
美國物理研究所表示，從磁性材料到勢壘材料的高自旋注入效率（SIE）和熱自旋過濾效應（SFE）對於自旋電子裝置和自旋熱電子裝置的高性能至關重要，分別。
自旋場效電晶體(Spin-FET) 是一種標誌性的自旋電子元件，利用插入鐵磁源極和汲極觸點之間的半導體通道中的閘極調諧自旋軌道相互作用來激發電晶體功能。最近，有人提出了一種新型的自旋 FET。由於其獨特的振盪傳輸特性（以量子材料上的閘極調諧應變的形式），它可能會帶來令人興奮的模擬應用，例如倍頻。

亞太地區預計將佔據主要市場佔有率

與自旋電子學相關的研究活動數量的增加、半導體製造、代工廠的全球主導地位以及電子產品製造等全球行業的領先地位是擴大亞太地區自旋電子學技術範圍的一些主要因素。
中國、日本、新加坡和韓國等國家由於增加了對自旋電子學技術相關研究的投資，成為所研究市場的主要投資者。除此之外，由於製造水準較高，印度和東南亞其他國家正成為這些技術的重要最終用戶。
由於科學、工業和醫療應用的需求不斷成長，該地區對自旋電子學的需求正在上升。主要市場參與者正試圖在其他地區擴展業務，以增加市場佔有率和獲利能力。例如，2023 年 8 月，印度 SN Bose 國家基礎科學中心的科學家開發了第一種2D複合量子材料，該材料表現出 Rashba 分裂的奇特量子特性，這對於自旋電子裝置等非常有用作為自旋電子電晶體和二極體。該材料可以與自旋電子裝置中的2D基底（例如石墨烯）連接，例如自旋電晶體、自旋二極體和自旋濾波器，這些裝置利用電子自旋的量子特性來實現更高的性能。
此外，亞太地區的半導體產業主要由中國、日本、台灣和韓國推動，這些地區合計約佔全球半導體市場收入的35%。韓國擁有半導體相關企業2萬多家，其中半導體設備企業2650家、半導體材料企業4078家、IC製造企業369家。與其他地區相比，亞太地區電子產業的預期成長速度較高。

自旋電子學產業概述

自旋電子學市場的特徵是產品不斷滲透、產品差異化有限且競爭激烈。創新在確保競爭優勢方面發揮關鍵作用。值得注意的是，Avalanche Technology、Everspin Technologies Inc.、Synopsys Inc.、NVE Corporation 和 Crocus Technology Inc. (Allegro Microsystems, Inc.) 等主要市場參與者近年來已獲得資金來支持其產品創新。

2023 年 6 月，Crocus Technology 推出了 CT40x，這是一款突破性的電流感測解決方案，重新定義了動態高要求環境中的電流感測。它具有卓越的性能和精度，可滿足接觸式和非接觸式電流感測應用的需求，可無縫整合到不同的電源系統中。與傳統霍爾和 MR 替代品相比，CT40x TMR 感測器可確保無與倫比的性能，從而促進 TMR 技術在市場上的廣泛採用。

2023 年 5 月，NVE 推出了 SM223，擴大了其智慧磁力計的範圍，SM223 是其隧道磁阻 (TMR) 智慧磁力計的高靈敏度變體。這種新組件的靈敏度更高，可實現更精確的位置控制，以增強機器人技術，並實現更精細的電流測量，以實現更高效的馬達。

額外的好處：

Excel 格式的市場估算 (ME) 表
3 個月的分析師支持

設備類型
- 金屬基元件
  - 巨磁阻裝置 (GMR)
  - 隧道磁阻裝置 (TMR)
  - 自旋轉移扭矩裝置
  - 自旋波邏輯元件
- 半導體裝置
  - 自旋二極體
  - 旋轉過濾器
  - 自旋場效電晶體 (FET)
應用
- 電動車及工業電機
- 資料儲存/MRAM
- 磁感應
- 其他應用
地理
- 北美洲
- 歐洲
- 亞太地區
- 世界其他地區

第 8 章：競爭格局

公司簡介
- NVE Corporation
- Everspin Technologies Inc.
- Crocus Technology Inc. (Allegro Microsystems, Inc.)
- Synopsys Inc.
- Avalanche Technology Inc.

第 9 章：投資分析

第 10 章：市場的未來

簡介目錄

Product Code: 51509

The Spintronics Market size is estimated at USD 1.49 billion in 2024, and is expected to reach USD 7.03 billion by 2029, growing at a CAGR of 36.43% during the forecast period (2024-2029).

Key Highlights

Spintronics studies the intrinsic spin of the electron and its associated magnetic moment in solid-state devices, in addition to its fundamental electronic charge. Spintronics is the driving technology behind next-generation nano-electronic devices to increase their memory and processing abilities while reducing power consumption. In these devices, the spin polarization is controlled by magnetic layers or spin-orbit coupling. The current application of spintronics is in the read/write heads of the hard disk drives used in computers and portable music players.
Furthermore, a notable impact of the pandemic has been observed on the market as various containment measures were taken by governments across multiple countries, such as lockdowns, which significantly impacted the growth of the industrial sector. As a result, a slowdown was witnessed in the studied market, especially during the initial phase. However, the scenario expanded the scope of the market studied as enterprises like data centers and cloud computing witnessed a surge in demand and adoption.
The contemporary data revolution has, in part, been fostered by decades of research into magnetism and spin phenomena. For instance, milestones such as the observation of giant magnetoresistance and the resulting evolution of the spin-valve read head continue to motivate device research. However, the ever-increasing need for higher data processing speeds and more extensive data storage capabilities has significantly increased energy consumption and environmental concerns. Therefore, ongoing research and development in spintronics should reduce energy consumption while increasing information processing capabilities. This is crucial as data storage capacity continues to increase, leading to a corresponding increase in energy consumption.
Spintronics can enhance computing performance by enabling faster and more energy-efficient logic operations. Spintronics devices like spin-based transistors and spin logic gates have the potential to overcome the limitations of traditional CMOS (complementary metal-oxide semiconductor) technology and enable high-speed, low-power computing.
This demand is fueled by several factors, including the growing penetration of 5G networks. The deployment of 5G networks requires higher data transfer speeds to support the increased bandwidth and connectivity demands. Spintronics technology can enable faster data transfer rates, making it suitable for 5G applications.
The easy availability of substitute technologies and materials is one of the significant challenges in the market studied. The spintronics market is still in its nascent stage and faces challenges at both the system and device levels that need to be addressed to integrate spintronic materials and functionalities into mainstream microelectronic platforms.
The spintronics market is in its nascent stage, in which a significant portion of the market is still highly dependent on research and technological innovations. Moreover, the supply side of the market was affected in the initial phase of COVID-19 due to nationwide lockdowns and factory closures across the world. However, the scenario expanded the scope of the market studied as industries like data centers and cloud computing witnessed a massive surge in demand and adoption.

Spintronics Market Trends

Semiconductor-based Devices are expected to Witness Major Growth

According to the Semiconductor Industry Association (SIA) and WSTS, 2023 semiconductor sales were expected to reach USD 515.1 billion worldwide. Semiconductors are crucial components of electronic devices, and the industry is highly competitive. The year-on-year decline rate in 2023 was 10.3 percent, although a swift recovery is expected in 2024. The growing semiconductor industry is expected to aid the studied market's growth.
Spin diode, spin filter, and spin field-effect transistor are considered for the market study. A spin diode is a semiconductor device that can measure the current flow in an electrical circuit. Several trends are shaping the spin diode industry. In the case of memory applications, spin diodes are being explored and offer potential advantages in terms of their nonvolatility, speed of access to power, and energy savings.
Spin filters play an essential role in different applications in spintronics, which uses electron spin to perform information processing, storage, and manipulation. These instruments are vital for generating, modifying, and measuring spin-polarized currents, making them a fundamental element in spintronic technology's evolution.
Currently, spin filter devices based on quantum dots are gaining traction. Adhering to this, in January 2023, an international team of scientists demonstrated a leap in preserving the quantum coherence of quantum dot spin qubits as part of the global push for practical quantum networks and quantum computers. The application of these technologies will transform many industries and research efforts, from the safety of information transfer to the search for materials or chemicals with new properties, such as measurements of fundamental phenomena that require accurate time synchronization between sensors.
According to the American Institute of Physics, high spin-injection-efficiency (SIE) and thermal spin-filter-effect (SFE) from a magnetic material to a barrier material are crucial to the high performance of a spintronic device and a spin caloritronic device, respectively.
Spin field effect transistors (Spin-FET) are an iconic spintronic device class exploiting gate-tuned spin-orbit interaction in semiconductor channels interposed between the ferromagnetic source and drain contacts to elicit transistor functionality. Recently, a novel type of spin-FET has been suggested. It could lead to exciting analog applications such as frequency multiplication due to its unique oscillatory transfer characteristics in the form of gate-tuned strain on quantum materials.

Asia Pacific is Expected to Hold a Major Market Share

An increase in the number of research activities related to spintronics, global dominance in semiconductor manufacturing, foundries, and lead in global industries such as electronic product manufacturing are some of the major factors expanding the scope of spintronics technologies in the Asia-Pacific region.
Countries like China, Japan, Singapore, and South Korea are prominent investors in the market studied due to increasing investments in research related to spintronics technologies. In addition to that, countries like India and others in Southeast Asia are emerging as significant end users for these technologies due to the high level of manufacturing.
The demand for spintronics is on the rise for the region, owing to the rising demand for scientific, industrial, and medical applications. The major market players are trying to expand their business in other regions to increase their market share and profitability. For instance, in August of 2023, scientists at S.N. Bose National Centre for Basic Sciences, India, developed the first-of-its-kind 2D Composite Quantum Material that exhibits the exotic quantum property of Rashba splitting, which is useful for Spintronic devices such as Spintronic transistors & Diodes. The material can interface with 2D substrates (Graphene, for example) in Spintronic Devices such as Spin Transistors, Spin Diodes, and Spin Filters that exploit the quantum property of electron spin for higher performance.
Moreover, The semiconductor industry in the Asia-Pacific region is majorly driven by China, Japan, Taiwan, and South Korea, which together constitute around 35% of the global semiconductor market revenue. South Korea has more than 20,000 semiconductor-related companies, including 2650 semiconductor equipment enterprises, 4078 semiconductor material enterprises, and 369 IC manufacturing enterprises. The estimated growth of the electronic industry in the Asia-Pacific region is higher compared to other regions.

Spintronics Industry Overview

The spintronics market is marked by continual product penetration, limited product distinction, and intense competition. Innovation plays a pivotal role in securing a competitive edge. Notably, key market players like Avalanche Technology, Everspin Technologies Inc., Synopsys Inc., NVE Corporation, and Crocus Technology Inc. (Allegro Microsystems, Inc.) have secured funding to bolster their product innovation in recent years.

In June 2023, Crocus Technology introduced the CT40x, a groundbreaking current sensing solution that redefines current sensing in dynamic, high-demand environments. With exceptional performance and accuracy, it caters to both contact and contactless current sensing applications, seamlessly integrating into diverse power systems. The CT40x TMR sensor ensures uncompromised performance compared to traditional Hall and MR alternatives, facilitating widespread adoption of TMR technology across the market.

In May 2023, NVE expanded its range of smart magnetometers by unveiling the SM223, a high-sensitivity variant of its tunnel magnetoresistance (TMR) smart magnetometers. The heightened sensitivity of this new component enables more precise position control for enhanced robotics and finer current measurement for more efficient motors.

Additional Benefits:

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

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 Buyers
- 4.3.3 Threat of New Entrants
- 4.3.4 Threat of Substitutes
- 4.3.5 Intensity of Competitive Rivalry
4.4 Impact of COVID-19 and Other Macro Economic Trends on the Market

5 MARKET DYNAMICS

5.1 Market Drivers
- 5.1.1 Increasing Demand for Spintronics in Electronic Devices, Due to Lesser Power Consumption
- 5.1.2 Rising Need for Higher Data Transfer Speed and Increased Storage Capacity
5.2 Market Challenges
- 5.2.1 Easy Availability of Substitute Technologies and Materials

6 SPINTRONICS PATENT LANDSCAPE

7 MARKET SEGMENTATION

7.1 Type of Device
- 7.1.1 Metal Based Devices
  - 7.1.1.1 Giant Magneto Resistance-based Device (GMRs)
  - 7.1.1.2 Tunnel Magneto Resistance-based Device (TMRs)
  - 7.1.1.3 Spin-transfer Torque Device
  - 7.1.1.4 Spin-wave Logic Device
- 7.1.2 Semiconductor Based Device
  - 7.1.2.1 Spin Diode
  - 7.1.2.2 Spin Filter
  - 7.1.2.3 Spin Field-effect Transistor (FETs)
7.2 Application
- 7.2.1 Electric Vehicle and Industrial Motor
- 7.2.2 Data Storage/MRAM
- 7.2.3 Magnetic Sensing
- 7.2.4 Other Applications
7.3 Geography
- 7.3.1 North America
- 7.3.2 Europe
- 7.3.3 Asia Pacific
- 7.3.4 Rest of the World

8 COMPETITIVE LANDSCAPE

8.1 Company Profiles
- 8.1.1 NVE Corporation
- 8.1.2 Everspin Technologies Inc.
- 8.1.3 Crocus Technology Inc. (Allegro Microsystems, Inc.)
- 8.1.4 Synopsys Inc.
- 8.1.5 Avalanche Technology Inc.