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工業離散半導體：市場佔有率分析、產業趨勢與統計、成長預測（2024-2029）

Industrial Discrete Semiconductor - 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

工業離散半導體市場規模預計到2024年為73.4億美元，預計到2029年將達到103.3億美元，在預測期內（2024-2029年）複合年成長率為7.08%。

工業分立半導體市場

主要亮點

  • 工業離散半導體廣泛應用於工業設備、製造設備、機械、UPS等。離散半導體在工業領域的主要應用是大型電池供電應用，例如堆高機、不斷電系統（UPS）系統、太陽能逆變器，以及小型電力驅動系統（例如電動工具）。它還可以實現工業製程中的精確控制和自動化，例如功率調節、馬達控制和感測器介面。
  • 單一組件對於最大限度地提高工業系統的效率至關重要。這些特定組件可確保自動化系統各部分的穩定能源供應。此外，它還提高了工業自動化系統的速度和功能。此外，它的適應性允許輕鬆客製化以提高整體性能。
  • 工業物聯網和工業 4.0 對於整個物流流程（也稱為智慧工廠自動化）的推進、生產和監督至關重要。這些技術目前在工業領域處於領先地位，因為它們促進了機器和設備通過網際網路的連接。
  • 智慧工廠是工業領域的另一個顯著趨勢。智慧工廠可以顯著提高生產力，並透過突破性的創新和技術投資幫助產業進入新市場。政府對工廠自動化投資的增加也推動了這一趨勢。
  • 例如，2023年10月，美國政府宣布將投資2,200萬美元支持全國中小型設施的智慧製造。由總統兩黨基礎設施法案資助的政府製造業領導計畫將重點關注占美國碳排放六分之一以上的國內製造業的智慧製造技術和高性能運算。
  • 工業領域對積體電路（也稱為積體電路和微晶片）的需求不斷成長可能會進一步阻礙市場成長。積體電路，也稱為IC或微晶片，是一種將多個電子電路整合到單一半導體基板上的電子元件。另一方面，離散半導體是設計用來執行特定功能的電子元件，例如調節電流、放大訊號或開關。
  • 俄羅斯和烏克蘭之間的衝突導致價格大幅上漲，並限制了工業離散半導體生產所需的原料的供應。此外，美國和中國之間不斷升級的緊張局勢導致微晶片和原料短缺。工程供應鏈的中斷會產生深遠的影響，影響產品可用性並導致整個產業的成本飆升。

工業離散半導體市場趨勢

功率電晶體領域佔據主要市場佔有率

  • 由於其高效率和改進的性能，對工業離散半導體的需求正在增加。離散半導體在需要管理大電流和高電壓的情況下發揮重要作用。
  • 隨著 IGBT 和 MOSFET 等功率電晶體被整合到馬達驅動中，馬達驅動變得更加高效。特別是，碳化矽 (SiC) MOSFET 擴大用於馬達驅動功率級。 IGBT 和 SiC MOSFET 具有高額定電流和高電壓，因此適用於高功率交流功率級應用。
  • 然而，SiC MOSFET 與 IGBT 的不同之處在於開關頻率要求。 IGBT 工作在較低的開關頻率範圍，而 SiC MOSFET 則工作在較高的開關頻率範圍。較高頻率的開關可帶來功率密度、效率和散熱等系統優勢。
  • 快速發展的工業 4.0 趨勢為市場參與企業創造了許多機會，也是推動馬達驅動應用中對 IGBT 需求的因素之一。許多公司不斷用先進的馬達驅動器取代傳統馬達，以簡化操作並提高產量。
  • 例如，2023年7月，Nexperia進入絕緣柵雙極電晶體（IGBT）市場，推出了以30A NGW30T60M3DF為首的一系列600V元件。這些元件用於各種應用，包括電源轉換、馬達驅動、UPS、20kHz 的 5kW 至 20kW伺服馬達、機器人、夾具、電梯、電源逆變器、光伏串以及感應加熱和焊接等工業應用。 。
  • 世界各地的工業部門都見證了自動化程度的提高作為一個突出趨勢，這為在該市場營運的供應商帶來了新的機會。據工業機器人聯合會稱，全球對工業機器人的需求正在穩步成長。例如，上年度全球工業機器人市場預計將成長7%，達到全球超過59萬台。
  • 同樣，根據 vdma.org 的數據，去年德國機器人和自動化產業的國內和出口銷售額合計約為 175.8 億美元，預計將比去年有所成長。

預計中國將佔較大市場佔有率

  • 這些年來，中國經濟發生了重大變化。中國政府實施的各項政策，以提高經濟付加值為目標，對促進各產業發展發揮了重要作用。
  • 中國工業部門的快速擴張使中國成為全球製造業的重要參與者。為了繼續促進該行業的成長，中國政府近年來實施了各種策略，包括「中國製造2025」計劃。該計劃旨在鼓勵工業企業採用先進技術，提高生產效率並維持國際品質標準。
  • 同樣，2024年4月，中國工業和資訊化部等六部門公佈了促進工業領域裝備更新換代的實施方案。
  • 中國製造業的工業裝備更新舉措範圍廣泛，包括更新落後設備，特別是10年以上的工具機，加強航太、太陽能、電池等重點領域的裝備建設。融合、促進環境永續性的綠色科技的採用等各個方面。因此，這些新興市場的開拓有望創造新的機會。
  • 2023年世界機器人大會報告顯示，中國機器人產業取得了令人矚目的發展。 2022年，產業銷售額突破1,700億元人民幣（折合233億美元）。此外，2022年中國工業機器人銷售將佔全球市場佔有率一半以上，並連續10年維持全球第一。
  • 中國的特點是工業活動活性化和製造業增加。例如，根據中國國家統計局的資料，2023年，中國工業部門對國內生產毛額的貢獻率將達到31.7%左右，成為經濟成長的主要引擎。必須強調的是，中國作為世界第二大經濟體，光是其工業部門創造的價值就比德國整個經濟創造的價值還要多。

工業離散半導體產業概況

工業離散半導體市場分散且由多個參與者組成。該市場中的公司不斷努力透過推出新產品、擴大業務、策略性收購/合併、聯盟和合作來提高其在市場上的影響力。主要供應商包括 ABB Ltd、Infineon Technologies AG、Texas Instruments Inc.、Analog Devices Inc. 和 Eaton Corporation PLC。

  • 2024 年 6 月：三菱電機公司宣布推出最新產品，內建肖特基勢壘二極體 (SBD) 的 3.3kV/400A 和 3.3kV/200A 碳化矽 (SiC) 金屬氧化物半導體場場效電晶體(MOSFET) 模組。這些模組專為鐵路車輛和電力系統等重型工業應用而客製化。
  • 2024 年 5 月：英飛凌科技將 SiC MOSFET 開發範圍擴大到電壓低於 650V。今年稍早宣布推出的 CoolSiCMOSFET 400V 系列基於第二代 (G2) 技術，是該公司的最新產品。這款新的 MOSFET 系列專用於 AI 伺服器的 AC/DC 階段，符合英飛凌最近的 PSU藍圖。除了伺服器應用之外，這些裝置還用於逆變器馬達控制、能源儲存系統和 SMPS。

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
  • 產業價值鏈分析
  • COVID-19副作用和其他宏觀經濟因素對市場的影響

第5章市場動態

  • 市場促進因素
    • 工業自動化對高能源效率設備的需求不斷成長
    • 工業領域更多採用自動化和機器人技術
  • 市場挑戰
    • 積體電路需求增加

第6章 市場細分

  • 按類型
    • 二極體
    • 小訊號電晶體
    • 功率電晶體
      • MOSFET功率電晶體
      • IGBT功率電晶體
      • 其他功率電晶體
    • 整流器
    • 閘流體
  • 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
    • ABB Ltd
    • On Semiconductor Corporation
    • Infineon Technologies AG
    • STMicroelectronics NV
    • Toshiba Electronic Devices and Storage Corporation
    • NXP Semiconductors NV
    • Diodes Incorporated
    • Nexperia BV
    • Semikron Danfoss Holding A/S（Danfoss A/S）
    • Eaton Corporation PLC
    • Hitachi Energy Ltd（Hitachi Ltd）
    • Texas Instrument Inc.
    • Wolfspeed Inc.
    • Microchip Technology
    • Renesas Electronics Corporation
    • Mitsubishi Electric Corporation
    • Analog Devices Inc.
    • Vishay Intertechnology Inc.
    • Rohm Co. Ltd
    • Littelfuse Inc.

第8章投資分析

第9章 市場機會及未來趨勢

簡介目錄
Product Code: 50002960

The Industrial Discrete Semiconductor Market size is estimated at USD 7.34 billion in 2024, and is expected to reach USD 10.33 billion by 2029, growing at a CAGR of 7.08% during the forecast period (2024-2029).

Industrial Discrete Semiconductor - Market

Key Highlights

  • Industrial discrete semiconductors are widely used in industrial equipment, manufacturing equipment and machines, UPS, etc. The primary use of discrete semiconductors in the industrial sector is in large battery-driven applications, such as forklifts, uninterruptible power supply (UPS) systems, solar inverters, and smaller power-driven systems, like power tools. They also enable precise control and automation in industrial processes, such as power regulation, motor control, and sensor interfacing.
  • It is essential to have individual components to maximize the effectiveness of industrial systems. These particular components guarantee a consistent energy supply to various parts of automated systems. Moreover, they boost the speed and functionality of industrial automation systems. In addition, their adaptability allows for simple customization to enhance overall performance.
  • The industrial Internet of Things and Industry 4.0 is pivotal in advancing, manufacturing, and supervising the complete logistics process, also called smart factory automation. These technologies are currently leading the way in the industrial sector, as they facilitate the connection of machinery and devices through the internet.
  • Smart factories are another prominent trend in the industrial sector. Smart factories help generate significant productivity gains and help industries make new markets accessible through breakthrough innovations and technological investments. The rising government investment in factory automation also supports the trend.
  • For instance, in October 2023, the government of the United States announced that it would invest USD 22 million to support smart manufacturing at small and medium-sized facilities across the nation. The administration's Manufacturing Leadership Program, funded by the President's Bipartisan Infrastructure Act, aims to make smart manufacturing technologies and high-performance computing more available in the domestic manufacturing sector, accounting for more than one-sixth of the US carbon emissions.
  • Rising demand for integrated circuits, also known as ICs or microchips, in the industrial sector will further hamper the market's growth. Integrated circuits, also known as ICs or microchips, are electronic components that integrate multiple electronic circuits onto a single semiconductor substrate. In contrast, discrete semiconductors are electronic components designed to carry out specific functions like regulating current flow, amplifying signals, and switching.
  • The conflict between Russia and Ukraine has caused a notable price surge, constraining the availability of raw materials essential for manufacturing industrial discrete semiconductors. Additionally, escalating tensions between the United States and China have resulted in shortages of microchips and raw materials. The disturbance in the supply chain for engineering has had widespread implications, impacting product availability and causing a sharp increase in costs throughout the industry.

Industrial Discrete Semiconductor Market Trends

Power Transistor Segment Holds the Significant Market Share

  • The demand for discrete semiconductors in the industrial sector is increasing as they offer high efficiency and performance improvements. They hold a crucial position in circumstances that require the management of high currents or voltages.
  • The efficiency of motor drives is increasing as power transistors like IGBTs and MOSFETs are incorporated into them. Particularly, silicon carbide (SiC) MOSFETs are increasingly used in the power stage for motor drives. Due to their high current and high voltage ratings, IGBTs and SiC MOSFETs fit well in high-power AC power stage applications.
  • SiC MOSFETs, however, differ from IGBTs in the switching frequency requirement. While IGBTs operate in a lower switching frequency range, SiC MOSFETs operate in a much higher switching frequency range. Switching at higher frequencies allows system benefits such as higher power density, efficiency, and heat dissipation.
  • The rapidly advancing trend of Industry 4.0 has created a stream of opportunities for market participants, which is one of the factors driving the need for IGBTs in motor drive applications. Many businesses continue replacing conventional motors with advanced motor drives to simplify operations and improve output.
  • For instance, in July 2023, Nexperia entered the insulated gate bipolar transistor (IGBT) market by introducing a series of 600 V devices led by the 30 A NGW30T60M3DF. These devices are designed to enhance power density in various applications, including power conversion, motor drives, and industrial uses such as UPS, servo motors ranging from 5kW to 20 kW at 20 kHz, robotics, grippers, elevators, power inverters, photovoltaic strings, and induction heating and welding.
  • The industrial sector across the globe is witnessing a rise in automation as a prominent trend, thus creating new opportunities for the vendors operating in the market. According to the Industrial Federation of Robotics, the demand for industrial robots is witnessing stable growth globally. For instance, in the previous year, the global market for industrial robots was expected to grow by 7% to more than 590,000 units worldwide.
  • Similarly, according to vdma.org, last year, the German robotics and automation industries were forecast to record a combined domestic and export turnover of around USD 17.58 billion, an increase from the year before that.

China is Expected to Hold the Significant Market Share

  • China's economy has experienced substantial changes throughout the years. The policies implemented by the Chinese government have played a crucial role in fostering growth across different industries, with the goal of advancing the economy to higher-value-added activities.
  • The rapid expansion of the industrial sector in China has positioned the country as a key player in global manufacturing. To continue fostering growth in this sector, the Chinese government has implemented various strategies in recent years, such as the 'Made in China 2025' initiative. This program aims to promote industrial companies' adoption of advanced technologies to improve production efficiency and uphold international quality standards.
  • Similarly, in April 2024, China's Ministry of Industry and Information Technology (MIIT) and six other departments released a notice unveiling the Implementation Plan for Advancing Equipment Renewal in the industrial sector.
  • The scope of China's initiative to upgrade industrial equipment in manufacturing is extensive, covering various aspects such as substitution of outdated equipment, particularly machine tools that have been in use for over a decade; enhancement of equipment in critical sectors like aerospace, solar energy, and battery manufacturing; integration of industrial robots and the industrial internet; and adoption of green technology to promote environmental sustainability. As a result, these developments are expected to create new opportunities within the market.
  • According to the 2023 World Robot Conference report, China's robotics sector has made remarkable advancements. In 2022, the industry generated a revenue of over 170 billion yuan (equivalent to USD 23.3 billion). Moreover, China's sales of industrial robots accounted for more than half of the global market share in 2022, maintaining its position as the top global leader for ten consecutive years.
  • China is characterized by a rise in industrial operations and an increase in manufacturing. For instance, data from the National Bureau of Statistics of China revealed that in 2023, China's industrial sector contributed around 31.7% to the nation's GDP, serving as the main engine of economic growth. It is essential to highlight that China, as the world's second-largest economy, produced more value from its industrial sector alone than the entire economy of Germany.

Industrial Discrete Semiconductor Industry Overview

The industrial discrete semiconductor market is fragmented and consists of several players. Companies in the market continuously try to increase their market presence by introducing new products, expanding their operations, or entering into strategic acquisitions and mergers, partnerships, and collaborations. Some of the major vendors include ABB Ltd, Infineon Technologies AG, Texas Instruments Inc., Analog Devices Inc., Eaton Corporation PLC, and many more.

  • June 2024: Mitsubishi Electric Corporation started shipping its newest products: a 3.3kV/400A and a 3.3kV/200A model of a Schottky barrier diode (SBD) integrated silicon carbide (SiC) metal-oxide-semiconductor field-effect transistor (MOSFET) module. These modules are tailored for heavy-duty industrial applications, such as rolling stock and electric power systems.
  • May 2024: Infineon Technologies broadened its SiC MOSFET development to cover voltages lower than 650 V. The introduction of the CoolSiCMOSFET 400 V family, based on the second-generation (G2) technology released earlier this year, marks the company's latest offering. This new lineup of MOSFETs is tailored explicitly for the AC/DC stage of AI servers, which is in line with Infineon's recent PSU roadmap. Apart from server applications, these devices also serve a purpose in inverter motor control, solar and energy storage systems and SMPS.

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 Attractiveness - Porter's Five Forces Analysis
    • 4.2.1 Bargaining Power of Suppliers
    • 4.2.2 Bargaining Power of Consumers
    • 4.2.3 Threat of New Entrants
    • 4.2.4 Threat of Substitute Products
    • 4.2.5 Intensity of Competitive Rivalry
  • 4.3 Industry Value Chain Analysis
  • 4.4 Impact of COVID-19 Aftereffects and Other Macroeconomic Factors on the Market

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Rising Demand for High-energy and Power-efficient Devices in the Industrial Automation
    • 5.1.2 Increasing Adoption of Automation and Robotics in the Industrial Sector
  • 5.2 Market Challenges
    • 5.2.1 Rising Demand for Integrated Circuits

6 MARKET SEGMENTATION

  • 6.1 By Type
    • 6.1.1 Diode
    • 6.1.2 Small Signal Transistors
    • 6.1.3 Power Transistors
      • 6.1.3.1 MOSFET Power Transistors
      • 6.1.3.2 IGBT Power Transistors
      • 6.1.3.3 Other Power Transistors
    • 6.1.4 Rectifier
    • 6.1.5 Thyristor
  • 6.2 By Geography
    • 6.2.1 United States
    • 6.2.2 Europe
    • 6.2.3 Japan
    • 6.2.4 China
    • 6.2.5 South Korea
    • 6.2.6 Taiwan

7 COMPETITIVE LANDSCAPE

  • 7.1 Company Profiles
    • 7.1.1 ABB Ltd
    • 7.1.2 On Semiconductor Corporation
    • 7.1.3 Infineon Technologies AG
    • 7.1.4 STMicroelectronics NV
    • 7.1.5 Toshiba Electronic Devices and Storage Corporation
    • 7.1.6 NXP Semiconductors NV
    • 7.1.7 Diodes Incorporated
    • 7.1.8 Nexperia BV
    • 7.1.9 Semikron Danfoss Holding A/S (Danfoss A/S)
    • 7.1.10 Eaton Corporation PLC
    • 7.1.11 Hitachi Energy Ltd (Hitachi Ltd)
    • 7.1.12 Texas Instrument Inc.
    • 7.1.13 Wolfspeed Inc.
    • 7.1.14 Microchip Technology
    • 7.1.15 Renesas Electronics Corporation
    • 7.1.16 Mitsubishi Electric Corporation
    • 7.1.17 Analog Devices Inc.
    • 7.1.18 Vishay Intertechnology Inc.
    • 7.1.19 Rohm Co. Ltd
    • 7.1.20 Littelfuse Inc.

8 INVESTMENT ANALYSIS

9 MARKET OPPORTUNITIES AND FUTURE TRENDS