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1548886

世界功率半導體市場：市場佔有率分析、產業趨勢/統計、成長預測（2024-2029）

Power Semiconductor - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)
出版日期: | 出版商: Mordor Intelligence | 英文 192 Pages | 商品交期: 2-3個工作天內

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簡介目錄

預計2024年全球功率半導體市場規模為542億美元，預計2029年將達708.3億美元，在預測期內（2024-2029年）複合年成長率為4.93%。

功率半導體市場

功率半導體設計用於處理大電流和功率，通常被分類為額定電流為 1A 或更高。這些裝置應用廣泛，包括消費性電子產品、音訊/視訊設備和汽車。

功率半導體徹底改變了電子和能源管理領域。功率半導體的主要優點之一是可以顯著提高能源效率。透過最大限度地減少轉換和控制過程中的能量損失，功率半導體使系統能夠更有效率地運作、降低能耗並節省成本。這些元件提供更高的功率密度、更低的導通電阻和更低的開關損耗，從而提高整體系統效率。

此外，功率半導體提供更高的功率密度，使其能夠以更小的物理佔地面積處理更多的功率，這有利於空間寶貴的應用，例如電動車和工業自動化。功率半導體可最大限度地提高功率輸出，同時最大限度地減少空間需求，從而實現緊湊高效的系統的開發。

快速的技術進步是消費性電子和無線通訊需求激增的主要因素之一。科技的不斷發展催生了創新且功能豐富的設備，這些設備徹底改變了個人與世界互動的方式。更智慧的智慧型手機、超薄筆記型電腦、高清晰度電視(HDTV)和穿戴式裝置已成為不可或缺的個人和專業工具。這些進步改善了用戶體驗並促進了對這些設備不斷成長的需求。

矽晶圓是功率半導體製造的基礎。矽晶型的薄圓盤用作建構半導體元件的基板。矽的獨特性能，例如豐富的、高導熱性和優異的電氣性能，使其成為這些應用的理想材料。由於矽晶圓適用於高功率應用，功率半導體市場嚴重依賴矽晶圓。

據美國預算辦公室稱，美國國防支出預計每年都會增加，直到 2033 年。 2023年美國國防支出將達7,460億美元。該預測預計，到2033年，國防支出將增加至1.1兆美元。 2024年國防支出將佔國內生產總值的6%，高於2023年的3.9%和2021年的2.7%。全球國防預算的增加預計將為該市場的成長提供有利可圖的機會。

功率半導體市場趨勢

汽車產業作為最終用戶正在快速成長

  • 汽車領域功率半導體的分析包括主動車距控制巡航系統、車道偏離警示系統、用於防撞的 ADAS、用於流暢音樂播放和精確 GPS 功能的資訊娛樂系統、遠端資訊處理、聯網汽車等。此外，它也用於電動車中調節馬達的運作。
  • 汽車是功率半導體市場的新興領域之一，由於自動駕駛汽車、電動車和混合動力汽車的日益普及，預計將佔據相當大的佔有率。
  • 電力電子技術廣泛應用於汽車電氣和電子系統中，以提高燃油效率並解決熱問題。這是透過採用矽基功率 MOSFET 和 IGBT 等組件來實現的，這些組件在動力傳動系統系統中充當電力電子開關。透過採用這些技術，可以利用千瓦級的高功率，同時減少整個系統的尺寸。
  • 此外，絕緣柵雙極電晶體(IGBT) 正成為電動車開發的重要組件。未來幾年，由於電動車銷量的增加，預計 IGBT 的需求將大幅增加。例如，根據國際能源總署最近的一份報告，電動車市場正在經歷強勁成長，到 2023 年銷量將接近 1,400 萬輛。電動車市場佔有率將從 2020 年的 4% 左右躍升至 2023 年的 18%，這表明消費者偏好發生了向更永續交通途徑的重大轉變。
  • 電動車銷量預計到 2024 年將強勁成長。光是第一季，全球電動車銷量就超過 300 萬輛，較 2023 年成長 25%。據預測， 年終，電動車銷售量將達到1,700萬輛總合，較去年同期大幅成長20%以上，預計與前一年同期比較新增購買量將大幅加速。這種快速成長主要歸功於國家政策、獎勵和價格競爭的加劇，所有這些因素共同促進了銷售並推動市場向前發展。

中國正在實現巨大成長

  • 功率半導體擴大安裝在電動車中。 MOSFET 和 IGBT 等組件在汽車動力傳動系統系統中充當電力電子開關。市場的顯著成長是由於對節能混合電動車的需求不斷成長，以應對日益嚴重的環境污染的影響，特別是在中國等國家。
  • 尤其中國是全球最大的汽車市場，年銷售量和產量均居全球第一。到 2025 年，預計國內汽車產量將達到 3,500 萬輛，這是一個重要的里程碑。
  • 展望未來，隨著中國的目標是到 2060 年實現碳中和，政府措施將增加對電力電子產品的需求。這項提振與更廣泛的市場擴張同時發生，特別是在電動車領域。 《中國新能源汽車產業開拓規劃（2021-2035年）》預計，到2025年，電動車市場佔有率將達到25%。因此，中國正在加強獎勵電動車購買，此舉預計將進一步推動電動車中電力電子技術的開發和採用。
  • 中國與政府合作在全國擴展5G網路方面取得了重大進展。中國移動、中國聯通、中國電信等主要通訊業者主導在城市中心和重點區域建設了強大的5G基礎設施。這項舉措使中國數百萬用戶能夠獲得快速、可靠的網路服務。目前，基地台部署已進入關鍵階段。
  • 2023年終，我國5G基地台數量將達338萬個。憑藉大規模的基礎設施投資和雄心勃勃的部署計劃，中國已實現了顯著的 5G 普及率。據預測，到2024年基地台數量預計將超過600萬個。

功率半導體產業概況

功率半導體市場較為分散，由英飛凌科技公司、德州儀器公司、意法半導體、恩智浦半導體公司和 Qorvo 公司等幾家全球知名公司組成。此外，預計只有在創新永續競爭優勢的市場中，競爭才會加劇，因為新的最終用戶行業的需求預計將激增。

2024 年 6 月 -美國半導體巨頭德克薩斯 Instruments) 和台灣電子專家Delta電子 (Delta Electronics) 合作增強電動車的電力電子技術。兩家公司最初專注於開發更輕、更具成本效益的 11kW 車載充電器，但這只是合作關係的開始。從長遠來看，TI 和Delta將利用其位於台灣平鎮的聯合創新實驗室，結合雙方的電源管理和電力傳輸專業知識。兩家公司的目標是透過提高功率密度、增強性能和減小尺寸來加速更安全、更快、更實惠的電動車的到來。

2024 年 4 月 - 英飛凌科技股份公司與逆變器和能源儲存系統專家 FOXESS 合作。這種夥伴關係旨在推動綠色能源計劃。英飛凌的貢獻包括為 FOXESS 提供額定電壓為 1,200 V 的最先進的 CoolSiC MOSFET。這些 MOSFET 與專為工業能源儲存應用設計的 EiceDRIVER 閘極驅動器結合。

其他好處：

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

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/供應鏈分析
  • 產業吸引力－波特五力分析
    • 供應商的議價能力
    • 買方議價能力
    • 新進入者的威脅
    • 競爭公司之間的敵對關係
    • 替代品的威脅
  • COVID-19 後遺症和其他宏觀經濟因素對市場的影響
  • 技術簡介

第5章市場動態

  • 市場促進因素
    • 對家用電器和無線通訊的需求增加
    • 節能電池供電行動裝置的需求不斷成長
  • 市場限制因素
    • 矽晶圓短缺和驅動需求波動

第6章 市場細分

  • 按成分
    • 離散的
      • 整流器
      • 雙極性
      • MOSFET
      • IGBT
      • 其他分立元件（閘流體和HEMT）
    • 模組
      • 閘流體
      • IGBT
      • MOSFET
    • 電源IC
      • 多通道PMIC
      • 開關穩壓器（AC/DC、DC/DC、隔離式和非隔離式）
      • 線性調節器
      • BMIC
      • 其他部分
  • 按材質
    • 矽/鍺
    • 碳化矽（SiC）
    • 氮化鎵（GaN）
  • 按最終用戶產業
    • 車
    • 家電
    • 資訊科技/通訊
    • 軍事/航太
    • 電力
    • 工業
    • 其他最終用戶產業
  • 按地區
    • 美國
    • 歐洲
    • 日本
    • 中國
    • 韓國
    • 台灣

第7章 競爭格局

  • 公司簡介
    • Infineon Technologies AG
    • Texas Instruments Inc.
    • Qorvo Inc.
    • STMicroelectronics NV
    • NXP Semiconductors NV
    • ON Semiconductor Corporation
    • Renesas Electronics Corporation
    • Broadcom Inc.
    • Toshiba Corporation
    • Mitsubishi Electric Corporation
    • Fuji Electric Co. Ltd
    • Semikron International
    • Wolfspeed Inc.
    • Rohm Co. Ltd
    • Vishay Intertechnology Inc.
    • Nexperia Holding BV（Wingtech Technology Co. Ltd）
    • Alpha & Omega Semiconductor
    • Magnachip Semiconductor Corp.
    • Microchip Technology Inc.
    • Littlefuse Inc.

第8章供應商市場佔有率分析

第9章投資分析

第10章市場的未來

簡介目錄
Product Code: 63819

The Power Semiconductor Market size is estimated at USD 54.20 billion in 2024, and is expected to reach USD 70.83 billion by 2029, growing at a CAGR of 4.93% during the forecast period (2024-2029).

Power Semiconductor - Market

Power semiconductors are designed to handle or process large currents and power, and they are typically categorized as having a rated current of 1A or greater. These devices are used in a wide range of applications, including home appliances, audiovisual equipment, automobiles, etc.

Power semiconductors have revolutionized the field of electronics and energy management. One of the key advantages of power semiconductors is their ability to improve energy efficiency significantly. By minimizing energy losses during the conversion and control processes, power semiconductors enable systems to operate more efficiently, reducing energy consumption and saving costs. These devices offer higher power density, lower on-resistance, and reduced switching losses, resulting in higher overall system efficiency.

Moreover, power semiconductors offer higher power density, allowing more power to be handled within a smaller physical footprint, which is beneficial in applications where space is limited, such as electric vehicles and industrial automation. Power semiconductors enable the development of compact and efficient systems by maximizing power output while minimizing space requirements.

Rapid technological advancement is one of the primary drivers of the surging demand for consumer electronics and wireless communication. The continuous evolution of technology has led to the introduction of innovative and feature-rich devices that have revolutionized the way an individual interacts with the world. Smarter smartphones, ultra-slim laptops, high-definition televisions, and wearable gadgets have become essential tools for both personal and professional purposes. These advancements have enhanced the user experience and contributed to the increasing demand for such devices.

Silicon wafers are the foundation of power semiconductor manufacturing. These thin, circular discs of crystalline silicon serve as the substrate upon which semiconductor devices are built. Silicon's unique properties, such as its abundance, high thermal conductivity, and excellent electrical properties, make it an ideal material for these applications. The power semiconductor market heavily relies on silicon wafers due to their suitability for high-power applications.

According to the US Congressional Budget Office, defense spending in the United States is predicted to increase every year until 2033. Defense outlays in the United States amounted to USD 746 billion in 2023. The forecast predicts an increase in defense outlays up to USD 1.1 trillion in 2033. The defense spending would comprise 6% of the country's gross domestic product in 2024, up from 3.9% in 2023 and 2.7% in 2021. The increasing defense budgets globally are expected to offer lucrative opportunities for the growth of the market studied.

Power Semiconductor Market Trends

Automotive Industry to be the Fastest Growing End User

  • Analyzing power semiconductors in the automotive segment includes ADAS for adaptive cruise control, lane assistance, collision avoidance, infotainment systems for smooth music playback and accurate GPS functionality, telematics and connected vehicles, and others. Furthermore, they are also used in electric vehicles to coordinate the operations of electric motors.
  • Automotive is one of the emerging sectors of the power semiconductors market and is estimated to have a significant share with the increase in the adoption of autonomous vehicles, EVs, and HEVs.
  • Power electronics is widely utilized in automotive electrical and electronic systems to enhance fuel efficiency and address thermal concerns. This is achieved by implementing components like silicon-based power MOSFETs and IGBTs, which serve as power electronic switches in the power train system. By employing these technologies, the system's overall size can be reduced while utilizing high power in the kilowatt range.
  • Moreover, the Insulated Gate Bipolar Transistor (IGBT) has emerged as an essential component in the development of electric vehicles. In the upcoming years, it is anticipated that the demand for IGBTs will rise significantly due to the rise in EV sales. For instance, according to a recent report from the International Energy Agency, electric car markets experienced robust growth, with sales approaching 14 million in 2023. The market share of electric vehicles surged from approximately 4% in 2020 to 18% by 2023, indicating a significant shift in consumer preferences toward more sustainable transportation options.
  • Electric vehicle sales are poised for robust growth through 2024. In the first quarter alone, global sales of electric cars surpassed 3 million, marking a 25% surge compared to 2023. Forecasts suggest a total of approximately 17 million electric vehicles will be sold by the close of 2024, indicating a notable 20%+ year-on-year uptick, with a significant acceleration in new purchases anticipated in the latter half of this year. This surge is largely attributed to a combination of national policies, incentives, and intensifying price competition, all working in tandem to bolster sales and drive the market forward.

China to Witness Major Growth

  • Power semiconductors are increasingly prevalent in EVs, as these vehicles demand high-power energy for their electric motors. Components like MOSFETs and IGBT serve as power electronic switches in the vehicles' power train systems. The market's notable growth is fueled by the escalating demand for energy-efficient hybrid electric vehicles, particularly in nations like China, as they combat the effects of mounting environmental pollution.
  • Notably, China stands as the world's premier vehicle market, boasting the highest annual sales and manufacturing output. By 2025, the nation is expected to be on track to achieve a significant milestone, with an estimated 35 million vehicles slated for domestic production.
  • Looking ahead, as China aims for carbon neutrality by 2060, the government's initiatives are set to bolster the demand for power electronics. This push aligns with the broader market expansion, especially in the electric vehicle segment. China's Development Plan for the New Energy Automobile Industry (2021-2035) projects that EVs could capture a 25% market share by 2025. Consequently, China is intensifying efforts to incentivize EV purchases, a move expected to further propel the development and adoption of power electronics in the EV landscape.
  • In collaboration with its government, China made substantial progress in expanding its 5G network nationwide. The country's major telecom operators, China Mobile, China Unicom, and China Telecom, led the construction of robust 5G infrastructure in urban centers and key regions. This initiative enabled millions of users to access high-speed, reliable internet services across China. The deployment of base stations has now reached a critical stage.
  • By the end of 2023, the number of 5G base stations in China amounted to 3.38 million. With extensive infrastructure investments and ambitious rollout plans, China has achieved significant 5G coverage. According to forecasts, the number of base stations is projected to reach over six million by 2024.

Power Semiconductor Industry Overview

The power semiconductor market is fragmented and comprises several global and popular players, such as Infineon Technologies AG, Texas Instruments Inc., STMicroelectronics NV, NXP Semiconductors NV, Qorvo Inc., and others. Furthermore, in a market where the sustainable competitive advantage through innovation is considerably high, the competition is expected only to increase, considering the anticipated surge in demand from new customers from the end-user industries.

June 2024 - US semiconductor giant Texas Instruments and Taiwanese electronics expert Delta Electronics joined forces to enhance power electronics for electric vehicles. Their initial focus was on crafting a lighter, more cost-efficient 11 kW onboard charger; this marked just the beginning of their partnership. In the long run, the two firms, TI and Delta, will leverage their joint innovation lab in Pingzhen, Taiwan, pooling their expertise in power management and supply. Their goal is to boost power density, enhance performance, and shrink sizes, all in a bid to hasten the arrival of safer, speedier, and more affordable electric vehicles.

April 2024 - Infineon Technologies AG partnered with FOXESS, which specializes in inverters and energy storage systems. The collaboration was geared toward advancing green energy initiatives. Infineon's contribution includes supplying FOXESS with its cutting-edge CoolSiC MOSFETs rated at 1,200 V. These will be paired with EiceDRIVER gate drivers, tailored explicitly for industrial energy storage applications.

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/supply 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 Intensity of Competitive Rivalry
    • 4.3.5 Threat of Substitutes
  • 4.4 Impact of COVID-19 Aftereffects and Other Macroeconomic Factors on the Market
  • 4.5 Technology Snapshot

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Increasing Demand for Consumer Electronics and Wireless Communications
    • 5.1.2 Growing Demand for Energy-Efficient Battery-powered Portable Devices
  • 5.2 Market Restraints
    • 5.2.1 Shortage of Silicon Wafers and Variable Driving Requirement

6 MARKET SEGMENTATION

  • 6.1 By Component
    • 6.1.1 Discrete
      • 6.1.1.1 Rectifier
      • 6.1.1.2 Bipolar
      • 6.1.1.3 MOSFET
      • 6.1.1.4 IGBT
      • 6.1.1.5 Other Discrete Components (Thyristor and HEMT)
    • 6.1.2 Modules
      • 6.1.2.1 Thyristor
      • 6.1.2.2 IGBT
      • 6.1.2.3 MOSFET
    • 6.1.3 Power IC
      • 6.1.3.1 Multichannel PMICS
      • 6.1.3.2 Switching Regulators (AC/DC, DC/DC, Isolated and Non-isolated)
      • 6.1.3.3 Linear Regulators
      • 6.1.3.4 BMICs
      • 6.1.3.5 Other Components
  • 6.2 By Material
    • 6.2.1 Silicon/Germanium
    • 6.2.2 Silicon Carbide (SiC)
    • 6.2.3 Gallium Nitride (GaN)
  • 6.3 By End-user Industry
    • 6.3.1 Automotive
    • 6.3.2 Consumer Electronics
    • 6.3.3 IT and Telecommunication
    • 6.3.4 Military and Aerospace
    • 6.3.5 Power
    • 6.3.6 Industrial
    • 6.3.7 Other End-user Industries
  • 6.4 By Geography
    • 6.4.1 United States
    • 6.4.2 Europe
    • 6.4.3 Japan
    • 6.4.4 China
    • 6.4.5 South Korea
    • 6.4.6 Taiwan

7 COMPETITIVE LANDSCAPE

  • 7.1 Company Profiles
    • 7.1.1 Infineon Technologies AG
    • 7.1.2 Texas Instruments Inc.
    • 7.1.3 Qorvo Inc.
    • 7.1.4 STMicroelectronics NV
    • 7.1.5 NXP Semiconductors NV
    • 7.1.6 ON Semiconductor Corporation
    • 7.1.7 Renesas Electronics Corporation
    • 7.1.8 Broadcom Inc.
    • 7.1.9 Toshiba Corporation
    • 7.1.10 Mitsubishi Electric Corporation
    • 7.1.11 Fuji Electric Co. Ltd
    • 7.1.12 Semikron International
    • 7.1.13 Wolfspeed Inc.
    • 7.1.14 Rohm Co. Ltd
    • 7.1.15 Vishay Intertechnology Inc.
    • 7.1.16 Nexperia Holding BV (Wingtech Technology Co. Ltd)
    • 7.1.17 Alpha & Omega Semiconductor
    • 7.1.18 Magnachip Semiconductor Corp.
    • 7.1.19 Microchip Technology Inc.
    • 7.1.20 Littlefuse Inc.

8 VENDORS MARKET SHARE ANALYSIS

9 INVESTMENT ANALYSIS

10 FUTURE OF THE MARKET