專用消費性類比積體電路：全球市場佔有率分析、產業趨勢與成長預測（2025-2030）

Global Application Specific Consumer Analog Integrated Circuit - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)

出版日期: 2025年01月05日 | 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

專用消費性類比積體電路的全球市場預計在預測期內複合年成長率為 5.6%。

主要亮點

專用類比積體電路的優點包括減少材料清單（BOM）、提高效能、增加功能、降低功耗、提高安全性、減少尺寸和重量、提高產量比率、改進IP保護、降低測試和組裝成本。了可靠性。
製造商的大批量生產能力是專用類比積體電路市場發展的關鍵。儘管應用前景廣闊，但由於最終用戶行業繼續需要大量生產，成本仍然是小型企業成長的根本障礙。
市場參與者正在透過縮短產品週期來開發針對特定市場的產品。製造業的這種性質也有望在擴大研究市場方面發揮重要作用。
此外，2020 年第一季，COVID-19 疫情的爆發嚴重影響了消費性類比IC供應商和分銷管道的庫存水準。然而，隨著供應鏈逐步恢復以及各國政府啟用財政政策以增強經濟，IC產業在2020年第二季也獲得了成長動力。除了這些因素之外，宅經濟的興起導致下游顧客的補貨需求增加，這也是推高消費類比IC收益的因素。例如，2020年韓國對中國的行動電話和半導體產品出口分別成長7.3%和1.7%，對美國的電腦和周邊設備消費類類比IC出口分別成長約25.8%。
此外，連網型設備與物聯網（IoT）、雲端運算和人工智慧（AI）的整合等各種技術突破也在推動市場發展。

特定應用的消費性類比積體電路的市場趨勢

消費性電子產品滲透率的擴大支持市場成長

對先進消費性電子產品的需求正在迅速成長，加上智慧型手機在娛樂和遊戲領域的高滲透率，預計該行業在預測期內將出現強勁的成長。平板手機等設備需求的快速成長也在推動各國下一代智慧型手機的需求發揮重要作用。
類比積體電路和參考設計支援下一代智慧型手機的設計。從工業電源管理和電池管理技術到可提供完美音質的新型智慧擴大機技術，類比和嵌入式產品可幫助客戶更快進入市場。
例如，2021年5月，摩托羅拉宣布與Guru Wireless合作，推出智慧型手機遠端無線充電技術，消除消費者使用充電線或充電墊片的需求。此外，腕式智慧型手機預計將獲得更多接受，因為用戶不需要使用智慧型手錶等其他連接裝置來執行快速課程和導航等各種任務。例如，Nubia Alpha 提供了一款配備 OLED 顯示器的 4 吋腕式智慧型手機，消費者可以透過該智慧型手機接受語音命令、發送簡訊、撥打電話、導航等。
5G技術為OEM提供了擴大市場佔有率的機會，預計將成為推動未來成長的關鍵因素之一。根據愛立信的研究，到2026年，全球5G用戶預計將達到35億，全球對科技和基礎設施的需求和投資也有望成長。這些趨勢預計將成為未來智慧型手機市場成長的主要驅動力。
2021年3月，OPPO在以「Featureing You」為主題的虛擬活動中宣佈在區域推出首款全5G新Reno5系列，包括Reno5 Pro 5G、Reno5 5G和Reno5 Z智慧型手機。這款智慧型手機在人像影片和攝影方面是迄今為止最好的，具有出色的視訊質量，可以捕捉您的所有回憶。此類產品開發可以為新興市場帶來機會。

亞太地區市場預計將出現高速成長

由於快速的都市化和工業化，亞太地區的經濟狀況有所改善。印度、中國和韓國是該地區少數快速成長的經濟體，其整體經濟和GDP成長率在過去十年中顯著提高。結果，奢侈品和先進技術的支出激增。
低成本智慧型手機設備的激增和服務計畫成本的下降是推動亞太地區消費性電子市場（尤其是智慧型手機普及率）的兩個主要原因。例如，根據工業和資訊化部的數據，到2021年，中國每100人擁有約116部行動電話，而2020年每100人擁有112部行動電話。
此外，2021年亞太移動經濟宣布，2020年終，將有16億人訂閱行動服務，佔該地區人口的近60%。到 2025 年，新增用戶預計將達到 18 億（佔該地區人口的 62%），接近 2 億。大部分成長將來自南亞，預計到 2025 年印度將佔新用戶的一半以上。
此外，數位化的提高導致多個亞太國家對智慧型設備的需求激增。該地區有多家高性能智慧型電視製造商，包括三星電子和SONY，並且它們的普及正在加速。由於亞太地區的需求不斷成長，這些公司正在推出新的智慧型電視。
例如，2021年8月，華為在中國推出了有史以來最大的智慧型電視。 98 吋 LCD 超高清 4K（3840 x 2160 像素）顯示器具有 120Hz 更新率、AiMaxCinema 支援和 DCI-P3 色域。音訊部分，支援DTS和杜比雙解碼。對此類新興國家的探索為擴大研究市場提供了有利機會。同時，該地區對相機和穿戴式裝置的需求不斷成長也推動了市場需求。

特定應用消費性類比積體電路產業概述

全球專用消費模擬積體電路市場是一個適度分散的市場，主要參與者包括德克薩斯公司、德克薩斯公司和意法半導體。快速的技術進步、高成本以及消費者偏好的頻繁變化預計將威脅到預測期內公司的成長。

2022 年 2 月 - 麻省理工學院 (MIT) 的研究人員開發了一種專用積體電路 (ASIC) 晶片，可在物聯網設備中實現，以防禦基於功率的旁道攻擊。該晶片基於一種稱為閾值計算的特定計算類型。它不是在真實資料上運行神經網路，而是先將資料分割成自己的隨機分量。在累積最終結果之前，網路以隨機順序對隨機組件獨立運行。
2021 年 6 月 - 台灣 IC 設計公司報告對 2021 年第三季智慧型手機出貨量持樂觀態度，尤其是中國品牌即將推出支援 5G 的新機型。大多數IC廠商預計第三季訂單量較上季成長超過10%，5G晶片預估普遍高於4G應用，因此相關廠商的收益也將大幅成長。類比IC廠商也聲稱，他們的2021年5G晶片出貨量目標保持不變，因為他們預計全球5G行動電話出貨量將在2021年和2022年呈指數級成長。

其他好處：

Excel 格式的市場預測 (ME) 表
3 個月分析師支持

Key Highlights

The advantages of application-specific analog integrated circuits include decreased BOM (bill-of-materials), enhanced performance, better functionality, lesser power consumption, improved security, reduced size and weight, better yields, enhanced IP protection, decreased test and assembly costs, and better reliability.
The mass-production abilities of manufacturers are key to the evolution of the application-specific consumer analog integrated circuit market. Despite their encouraging applications, costs remain a fundamental barrier to growth for small players, as end-user industries continue to demand high-volume manufacturing.
The players in the market are responding to this by shortening product cycles concerning product development of niche specialties. This nature of manufacturing is also anticipated to play a vital role in expanding the studied market.
Further, in Q1 of 2020, the COVID-19 outbreak severely impacted the inventory levels for the consumer analog IC vendors and distribution channels. However, as the supply chain gradually recovered in the Q2 of 2020, and as various governments enabled fiscal policies to strengthen the economy, the IC sector also gained momentum. These factors, combined with the rise of the stay-at-home economy, led to an increased restocking demand from downstream clients, providing a boost to Consumer analog IC revenue. For instance, in 2020, mobile phones and semiconductor products exports from South Korea to China rose by 7.3% and 1.7%, while exports of Consumer Analog IC for computers and peripherals to the US rose by about 25.8% and 95.9%, respectively.
Additionally, various technological breakthroughs, such as integrating connected devices with the Internet of Things (IoT), cloud computing, and artificial intelligence (AI), are also driving the market.

Application Specific Consumer Analog Integrated Circuit Market Trends

The Increasing Penetration of Consumer Electronics Would boost the Market Growth

With the rapidly increasing demand for advanced consumer electronics, coupled with the high adoption of smartphones in the entertainment and gaming sector, the industry is anticipated to witness a significant growth rate during the forecast period. The surging demand for devices such as phablet has also played a crucial role in the demand for the next-generation smartphones across the nations.
Analog integrated circuits and reference designs enable users to create next-generation smartphone designs. From industry power management and battery management technology to new smart amp technology that provides perfect sound quality, analog, and embedded products will provide customers get to market faster.
For instance, in May 2021, Motorola announced a partnership with Guru Wireless to introduce remote wireless charging technology for smartphones to eliminate the need for consumers to use charging cables ad charging pads. Furthermore, the wrist Smartphone is also expected to gain more traction as users do not have to use another connected device such as the smartwatch to perform various tasks such as quick class, and navigation, among others. For instance, Nubia Alpha offers a 4-inch wrist smartphone with an OLED display for consumers to pass voice commands, text, call, and navigate, among others, without the hassle of carrying a separate smartphone and a connected smartwatch for quick accessibility.
The 5G technology is expected to act as one of the major factors providing the OEMs with opportunities to expand their market presence, thereby fostering growth in the future. According to a study by Ericsson, the global 5G subscriptions are expected to reach 3.5 billion by 2026, and the global demand and investment in technology and infrastructure are also expected to gain traction. Such trends are expected to act as major drivers for the growth of the smartphone market in the future.
In March 2021, at a virtual event themed 'Featuring You,' OPPO announced the regional launch of its new, first-ever, all-5G Reno5 series comprising Reno5 Pro 5G, Reno5 5G, and Reno5 Z smartphones. It is equipped to deliver significantly good portrait videography and photography and superior video quality to capture every memory. Such product developments may create an opportunity for the studied market.

The Asia-Pacific Region is Expected to Witness a High Market Growth

The economic conditions of Asia-Pacific have improved as a result of rapid urbanization and industrialization. India, China, and South Korea, a few rapidly growing economies in the region, exhibited a significant improvement in their economies and overall GDP growth in the past decade. This has resulted in a surge in spending on high-end goods and advanced technology.
The proliferation of low-cost smartphone devices and dropping service plan costs are two key reasons driving consumer electronics market growth, especially smartphone adoption across the Asia Pacific. For instance, according to the Ministry of Industry and Information Technology, In 2021, there were around 116 mobile phone subscriptions per one hundred inhabitants in China, an increase from 112 mobile phone subscriptions per one hundred inhabitants in 2020.
Further, according to The Mobile Economy Asia Pacific 2021, published by The Mobile Economy Asia Pacific 2021, By the end of 2020, 1.6 billion people subscribed to mobile services, representing nearly 60% of the region's population. There would be almost 200 million new subscribers by 2025, taking the total number of subscribers to 1.8 billion (62% of the region's population). Much of the growth is predicted to come from South Asia, with India accounting for more than half of new subscribers by 2025.
Further, due to the advent of digitization, several countries in the Asia Pacific are witnessing a spike in demand for smart devices. The existence of multiple high-performance smart TV manufacturers in the region, such as Samsung Electronics and Sony Corporation, is accelerating their adoption. These companies are launching new smart TVs in the Asia Pacific in response to the rising demand in the region.
For instance, in August 2021, Huawei launched its biggest smart TV yet in China. The 98-inch LCD Ultra HD 4K (3840 x 2160 pixels) display comes with a 120Hz refresh rate, AiMaxCinema support, and DCI-P3 color gamut. In the audio department, it offers support for DTS and Dolby dual decoding. Such developments provide lucrative opportunities for the proliferation of the studied market. Simultaneously, an increase in demand for cameras and wearables in the region is also driving the demand for the studied market.

Application Specific Consumer Analog Integrated Circuit Industry Overview

The global application-specific consumer analog integrated circuit market is a moderately fragmented market with the presence of major players like Texas Instruments Incorporated, Texas Instruments Incorporated, Texas Instruments Incorporated, STMicroelectronics, etc. The rapid technological advancements, high costs of research and development, and frequent changes in consumer preferences are expected to threaten the growth of the companies during the forecast period.

February 2022 - Researchers at MIT developed an application-specific integrated circuit (ASIC) chip that can be implemented on the internet of things devices to defend against power-based side-channel attacks. The team's chip is based on a particular type of computation known as threshold computing. Rather than holding a neural network operating on actual data, the data is first to split into unique, random components. The network operates on the random components individually, in a random order, before accumulating the final result.
June 2021 - Taiwan-based IC design houses reported that they are optimistic about their shipments for smartphone applications in the third quarter of 2021 due to the upcoming rollouts of new 5G-enabled models, particularly by Chinese brands. Most IC vendors expect their order volumes to increase by over 10% sequentially in the third quarter, and revenues of related vendors will also see significant increases as quotes for 5G chips are generally higher than those for 4G applications. The analog IC vendors also insisted that their shipment targets of 5G chips for 2021 remain unchanged as they expect global 5G phone shipments to grow exponentially in 2021 and 2022.

Additional Benefits:

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

1 INTRODUCTION

1.1 Study Assumption 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 Buyers
- 4.2.3 Threat Of New Entrants
- 4.2.4 Threat Of Substitutes
- 4.2.5 Intensity Of Competitive Rivalry
4.3 Value Chain Analysis
4.4 Assessment of the Impact of Covid-19 on the Market
4.5 Technology Snapshot

5 MARKET DYNAMICS

5.1 Market Drivers
- 5.1.1 Rising Penetration of consumer electronics (laptops, cameras, wearables, etc)
- 5.1.2 Miniaturization of semiconductors
- 5.1.3 Advancements in Internet of Things and Artificial Intelligence
5.2 Market Restraints
- 5.2.1 Increasing Design Complexity of Application Specific Analog IC

6 MARKET SEGMENTATION (The segmentation comprises an in-depth coverage on the global revenue generated from the sale of application specific consumer analog ICs, along with the unit shipments.)

6.1 By Geography
- 6.1.1 North America
- 6.1.2 Asia-Pacific
  - 6.1.2.1 China
  - 6.1.2.2 South Korea
  - 6.1.2.3 Japan
  - 6.1.2.4 Taiwan
  - 6.1.2.5 Rest of APAC
- 6.1.3 Europe
- 6.1.4 Rest of the World

7 COMPETITIVE LANDSCAPE

7.1 Company Profiles
- 7.1.1 Texas Instruments Incorporated
- 7.1.2 Analog Devices Inc.
- 7.1.3 Infineon Technologies AG
- 7.1.4 STMicroelectronics
- 7.1.5 NXP Semiconductors
- 7.1.6 Microchip Technology Inc.
- 7.1.7 Onsemi
- 7.1.8 Renesas Electronics Corporation
- 7.1.9 Skywork Solutions Inc.
- 7.1.10 Maxim Integrated Products Inc.