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類比積體電路（IC）產業-市場佔有率分析、產業趨勢與統計、成長預測（2025-2030）

Analog Integrated Circuit (IC) Industry - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
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

類比積體電路產業預計將從 2025 年的 979.2 億美元成長到 2030 年的 1,392.8 億美元，預測期內（2025-2030 年）的複合年成長率為 7.3%。

類比積體電路（IC）產業市場-IMG1

主要亮點

  • 類比積體電路 (IC) 包含在單一半導體晶片上製造的互連組件。與僅在兩個電壓等級下工作的數位電路不同，類比元件對連續的輸入訊號頻譜作出反應。這些電路對於電子設備至關重要，可以處理和形成不同的能量輸出等級。振盪器、直流放大器、多諧振盪器和音頻放大器等設備依靠類比電路來確保一致的輸入和輸出電平。
  • 物聯網（IoT）等技術的興起凸顯了類比IC在各種即時連接設備中的優勢，推動了市場成長。特別是，隨著高速連接、雲端採用和資料分析的普及，物聯網的覆蓋範圍正在不斷擴大。例如，《富比士》雜誌預測，到2024年底，全球連網設備數量將超過2,070億台，對市場來說是一個積極的成長機會。
  • 近年來，受智慧型手機、電腦、家用電器和電動車蓬勃發展的推動，類比IC的需求激增。智慧型手機使用各種 IC，包括充電 IC、顯示器 PMIC、SoC PMIC 和攝影機 PMIC。蘋果、高通、英特爾和三星S.LSI等產業巨頭佔據主導地位。由於技術先進的智慧型手機產量不斷增加以及 5G 和 6G 的持續融合，全球類比IC市場預計將大幅成長。
  • 然而，由於通貨膨脹、個人消費下降以及未來的不確定性，預計 2023 年全球智慧型手機需求將比 2022 年下降。這種下降可能會對市場成長產生負面影響。不過，由於5G智慧型手機需求的成長以及全球5G網路的擴張，尤其是5G智慧型手機和折疊式智慧型手機的普及，預計2024會計年度將逐步復甦。根據GSMA預測，2025年，5G網路可望覆蓋全球三分之一的人口。
  • 對熟練的類比晶片設計工程師的依賴程度很高。然而，半導體產業存在嚴重短缺。英特爾的辛迪哈珀強調，該行業的人才需求超過了供應。西門子EDA公司的Ruchir Dixit表示，預計未來五年美國將面臨25萬名半導體工程師的短缺。預計中國大陸和台灣將分別面臨30萬和5萬名工程師的短缺。這種不平衡為市場成長帶來了挑戰。
  • 俄烏戰爭對包括電子產業在內的多個產業產生了連鎖反應。這些地緣政治緊張局勢加劇了現有半導體供應鏈的中斷和晶片短缺。這種中斷導致鎳、鈀、銅、矽和鈦等重要原料的價格波動，造成材料短缺。
  • 根據SEMI統計，俄羅斯供應了全球45%至50%的鈀，鈀是半導體封裝的重要材料。隨著全球貿易大門對俄羅斯關閉，半導體製造商將擴大尋找替代原料來源，進一步延長半導體生產延遲。預計這將阻礙市場成長。

類比積體電路（IC）產業趨勢

行動電話子區隔預計將佔據主要佔有率

  • 在我們這個充滿活力的科技世界中，專用類比積體類比IC已經成為行動電話和功能豐富的手持裝置中不可或缺的一部分，而語音通訊是這些裝置的主要功能。這些設備專為 2G、3G 和 Wimax 等各種蜂巢式網路而開發，採用 CDMA、GSM 及其擴充等傳輸格式。
  • 人口成長和都市化推動了智慧型手機的普及，尤其是在發展中國家。例如，根據GSMA的報告，預計2023年底，將有56億人（佔世界人口的69%）訂閱行動通訊，比2015年增加16億人。
  • 5G技術的出現，帶動了5G智慧型手機的廣泛普及。根據愛立信行動報告，預計到 2028 年底，5G 行動用戶將達到 50 億。這些 5G 網路預計將覆蓋 85% 的人口，並承載約 70% 的行動流量。
  • 所有這些因素都歸因於行動電話子區隔的佔有率不斷增加。智慧型手機對於諸如出色的相機影像品質、AR 和 VR 等先進功能的需求日益成長，而這些功能均由類比IC實現。類比IC的重要性在於其能夠高精度地處理類比訊號。因此，它們在訊號處理、電源管理和資料轉換等應用中至關重要。此外，將多個類比電路組合到單一晶片上可以實現更小、更有效率、更具成本效益的設備。
  • GSMA預測，到2025年，北美智慧型手機用戶將成長至3.28億，行動普及率將達到86%，網路存取率將達到80%。根據愛立信行動報告，到 2024 年，中東和非洲 (MEA) 的 5G用戶預計將達到 6,000 萬，佔行動用戶總數的 3% 左右。 GSMA 估計，到 2025 年，中東和北非地區將擁有約 5,000 萬個 5G 連接，其中僅阿拉伯國家就將擁有 2,000 萬個。這些數字凸顯了行動電話的快速普及，推動了子區隔的發展。

中國可望成為亞太地區成長最快的市場

  • 在大型半導體製造商、快速工業化和大量消費性電子產品的推動下，中國正在尋求鞏固其作為類比IC市場主要參與者的地位。該地區以半導體的大規模生產和類比IC在汽車、家用電器、IT 和通訊等各個行業的廣泛應用而聞名。這些動態正在推動中國類比IC市場的成長，為市場相關人員提供了誘人的前景。
  • 中國蓬勃發展的IT和資料中心產業是對每年產生的資料量不斷成長的直接反應。中國在全球科技領域地位的不斷提升進一步促進了這一成長，這主要歸功於其充滿活力的資料中心生態系統。中國的網際網路和資料中心行業是世界上技術最先進的行業之一，許多公司都擁抱數位化平台。
  • 隨著資料中心的投資和網際網路的廣泛應用，對感測器設備的需求也在增加。這些與實體空間互動的感測器需要模擬處理將類比訊號轉換為數位訊號。將這些功能與數位技術結合，可以創造出不僅經濟高效、功耗更低而且高度可靠的解決方案。因此，預計這些因素將在未來幾年推動市場成長。
  • 擴大5G網路能力將大大推動對類比IC模組的需求。中國在5G領域取得了長足進步，擁有龐大的5G基地台網路。根據工信部資料顯示，截至2024年2月底，我國已建成5G基地台超過350萬個。由於大量的基礎設施投資和雄心勃勃的部署策略，中國已經實現了廣泛的5G覆蓋範圍。根據預測，到2024年底，我國5G基地台數量可能突破600萬個。
  • 根據《南華早報》報道，2023年中國智慧型手機產業呈現復甦跡象，出貨量將較上年成長6.5%。在這一反彈出現之際，全球最大的行動電話市場正努力應對經濟復甦的初步跡象和國內競爭加劇，尤其是華為技術有限公司在 5G 領域取得顯著突破。
  • 據ITA稱，中國繼續主導全球汽車市場，年銷量和產量均位居世界第一。據預測，到2025年，國內汽車產量可能達到3,500萬輛。此外，中國汽車工業協會（CAAM）的報告顯示，在強大的工業基礎的支持下，中國汽車產業正在加強其全球影響力，出口量年增81%，達到176萬輛。鑑於這種發展能力，預計中國現代工業對類比IC的需求將會很大。

類比積體電路（IC）產業概況

  • 類比積體電路（IC）市場預測呈現出一幅半獨特的圖景。廠商以產品創新、技術差異化為武器，展開激烈競爭。許多公司正在策略性地投資類比IC的開發，以確保先發優勢並保持競爭優勢。該領域的知名公司包括 ADI 公司、英飛凌科技公司、微晶片科技公司、恩智浦半導體公司和安森美半導體公司。
  • 類比IC的最新進展集中於提高效能同時降低功耗。特別值得注意的是混合訊號積體電路，它在單晶片上整合了類比和數位電路。
  • 這種整合為複雜、更有效率的系統鋪平了道路，特別是在資料轉換器和感測器介面等應用領域。此外，也利用矽鍺（SiGe）和絕緣體上矽（SOI）等先進製造技術來提升類比電路的性能。
  • 未來，將出現明顯的轉變，超越 IC 級別，轉向系統級別的類比和數位電路整合。這種轉變被稱為系統晶片（SoC）技術，有望帶來更有效率、更具成本效益的設備。

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 引言

  • 研究假設和市場定義
  • 研究範圍

第2章調查方法

第3章執行摘要

第4章 市場洞察

  • 市場概覽
  • 產業吸引力－波特五力分析
    • 新進入者的威脅
    • 消費者議價能力
    • 供應商的議價能力
    • 替代品的威脅
    • 競爭對手之間的競爭
  • 產業價值鏈分析
  • 宏觀經濟趨勢如何影響市場

第5章市場動態

  • 市場促進因素
    • 智慧型手機、功能手機和平板電腦的普及率不斷提高
  • 市場挑戰
    • 類比IC設計日益複雜

第6章市場區隔

  • 按類型
    • 通用IC
      • 介面
      • 電源管理
      • 訊號轉換
      • 放大器/比較器（訊號調理）
    • 專用積體電路
      • 消費者
      • 音訊/視訊
      • 數位相機/攝影機
      • 其他消費品
      • 車
      • 資訊娛樂
      • 其他資訊娛樂
      • 通訊設備
      • 行動電話
      • 基礎設施
      • 有線通訊
      • 近距離通訊
      • 其他無線
      • 電腦
      • 電腦系統和顯示器
      • 電腦周邊設備
      • 貯存
      • 其他電腦
      • 工業及其他
  • 按地區
    • 北美洲
    • 歐洲
    • 亞洲
    • 澳洲和紐西蘭
    • 拉丁美洲
    • 中東和非洲

7.供應商市場佔有率分析

第8章競爭格局

  • 公司簡介
    • Analog Devices Inc.
    • Infineon Technologies AG
    • Microchip Technology Inc.
    • NXP Semiconductors NV
    • ON Semiconductor
    • Richtek Technology Corporation（MediaTek Inc.）
    • Skyworks Solutions Inc.
    • STMicroelectronics NV
    • Renesas Electronics Corporation
    • Texas Instruments Inc.
    • Qorvo Inc.

第9章類比IC市場定價分析

第10章投資分析

第11章：投資分析市場的未來

簡介目錄
Product Code: 63830

The Analog Integrated Circuit Industry is expected to grow from USD 97.92 billion in 2025 to USD 139.28 billion by 2030, at a CAGR of 7.3% during the forecast period (2025-2030).

Analog Integrated Circuit (IC) Industry - Market - IMG1

Key Highlights

  • Analog integrated circuits (ICs) include interconnected components crafted on a single semiconducting wafer. Unlike digital circuits, which operate on just two voltage levels, analog components react to a continuous spectrum of input signals. These circuits are integral to electronic devices, processing and forging various energy output levels. Appliances such as oscillators, DC amplifiers, multi-vibrators, and audio amplifiers rely on analog circuits to ensure consistent input and output levels.
  • The rise of technologies like the Internet of Things (IoT) is set to drive market growth, highlighting the advantages of analog ICs in a wide array of real-time connected devices. Notably, IoT's footprint is expanding with the surge in high-speed connectivity, cloud adoption, and data analytics. For example, Forbes projects over 207 billion devices will be globally networked by the closing of 2024, which presents a positive growth opportunity for the market.
  • The demand for analog ICs has surged in recent years, fueled by the boom in smartphones, computers, consumer electronics, and electric vehicles. Smartphones utilize various ICs, including charge ICs, display PMICs, SoC PMICs, and Camera PMICs. Industry giants like Apple, Qualcomm, Intel, and Samsung S.LSI dominate this landscape. Given the rising production of technologically advanced smartphones and the integration of 5G and 6G, the global analog IC market is poised for significant growth.
  • However, a dip was witnessed in global smartphone need in 2023 compared to 2022, attributed to inflation, waning consumer spending, and a subdued outlook. This downturn is likely to influence market growth negatively. However, a modest recovery is expected in FY 2024 owing to the rising demand for 5G smartphones and the global expansion of 5G networks, especially with the surge in 5G and foldable smartphones. According to GSMA forecasts, by 2025, 5G networks are expected to encompass a third of the global population.
  • The reliance on skilled analog chip design engineers is pronounced. However, there is a substantial scarcity in the semiconductor industry. Cindi Harper from Intel highlighted that industry demand for talent outstrips supply. According to Ruchir Dixit of Siemens EDA, a shortfall of 250,000 semiconductor engineers is expected to be seen in the United States over the next five years. In China and Taiwan, deficits of 300,000 and 50,000 engineers are expected, respectively. Such imbalances pose challenges to market growth.
  • The Russia-Ukraine War reverberated across multiple industries, including electronics. This geopolitical tension intensified existing semiconductor supply chain disruptions and chip shortages. Such disturbances have led to price volatility in essential raw materials like nickel, palladium, copper, silicon, and titanium, resulting in material shortages.
  • According to SEMI, Russia supplied 45-50% of the world's palladium, a crucial material for semiconductor packaging. With global trading doors closing on Russia, semiconductor manufacturers are increasingly pursuing alternative raw material sources, further prolonging semiconductor production delays. This is expected to hamper the growth of the market.

Analog Integrated Circuit (IC) Industry Trends

The Cell Phone Sub-segment is Expected to Hold a Major Share

  • In the dynamic world of technology, application-specific analog ICs have become essential for cellular phones and multifunctional handheld devices, where voice communication remains a primary function. These devices, developed for extensive cellular networks like 2G, 3G, and Wimax, utilize transmission formats such as CDMA, GSM, and their enhanced versions.
  • Rising smartphone adoption, particularly in developing countries, is driven by population growth and urbanization. For instance, by the end of 2023, GSMA reported that 5.6 billion people, or 69% of the global population, had subscribed to mobile benefits, marking a proliferation of 1.6 billion since 2015.
  • The emergence of 5G technology has led to the adoption of 5G smartphones. According to Ericsson Mobility Report, 5 billion 5G mobile subscriptions are expected to be recorded by the end of 2028. These 5G networks are anticipated to cover 85% of the population and operate about 70% of mobile traffic.
  • All these factors can be attributed to the continuously increasing share of the cell phone sub-segment of the market as there is an increasing need for advanced features in smartphones, such as great camera quality, AR, and VR, all of which are made possible by analog ICs. The importance of analog ICs lies in their ability to process analog signals with high precision and accuracy. This makes them critical for signal processing, power management, and data conversion applications. Additionally, combining multiple analog circuits on a single chip permits for smaller, more efficient, and cost-effective devices.
  • GSMA projects that North America will see smartphone subscribers rise to 328 million by 2025, with mobile penetration at 86% and internet users at 80%. According to Ericsson Mobility Report, Middle East and Africa (MEA) is expected to have 60 million 5G subscribers by 2024, accounting for roughly 3% of total mobile subscriptions. GSMA estimates that there will be about 50 million 5G connections in MENA by 2025, with 20 million in the Arab states alone. These figures highlight the rapid adoption of cell phones, propelling the sub-segment forward.

China is Expected to be the Fastest-growing Market in Asia-Pacific

  • China is set to solidify its position as a critical player in the analog IC market, driven by major semiconductor manufacturers, swift industrialization, and a sprawling consumer electronics landscape. The region is celebrated for its high-volume semiconductor production and the widespread adoption of analog ICs across various industries, including automotive, consumer electronics, and telecommunications. These dynamics are poised to propel the growth of the analog IC market in China, offering enticing prospects for market players.
  • China's burgeoning IT and data center industry directly responds to the ever-increasing annual data generation. This growth is further underscored by China's rising stature in the global tech arena, primarily fueled by its vibrant data center ecosystem. China's internet data center industry is among the world's most technologically advanced, with many organizations leveraging digital platforms.
  • With the increase in investments in data centers and internet penetration, the demand for sensor-enabled devices is also rising. These sensors, which interact with the physical space, necessitate analog processing to convert analog signals to digital ones. Merging these functionalities with digital technology yields a solution that is not only cost-effective and low-power but also reliable. Consequently, these elements are anticipated to bolster the market's growth in the coming years.
  • The expanding 5G networking capabilities are set to drive significant demand for analog IC modules. Having made substantial strides in the 5G domain, China boasts a vast network of 5G base stations. Data from MIIT indicates that by the close of February 2024, China had established over 3.5 million 5G base stations. Owing to its hefty infrastructure investments and ambitious rollout strategies, the nation achieved widespread 5G coverage. Projections suggest that by the end of 2024, the number of 5G base stations in China might exceed six million.
  • According to a report from South China Morning Post, China's smartphone industry showed signs of rejuvenation in 2023, witnessing a 6.5% uptick in shipments from the prior year. This rebound came as the world's largest handset market grappled with a tentative economic recovery and heightened domestic competition, especially with Huawei Technologies making notable strides in the 5G domain.
  • According to ITA, China continues to dominate the global automotive landscape, leading in annual sales and manufacturing output. Projections indicate domestic vehicle production could reach 35 million by 2025. Furthermore, bolstered by a robust manufacturing base, China's automotive industry amplified its global presence, with exports soaring 81% year-on-year, totaling 1.76 million vehicles in the initial five months of 2023, as reported by the China Association of Automobile Manufacturers (CAAM). Given this development prowess, the demand for analog ICs in modern Chinese industries is anticipated to be substantial.

Analog Integrated Circuit (IC) Industry Overview

  • The analog Integrated Circuit (IC) market forecast indicates a semi-consolidated landscape. Manufacturers are committed to fierce competition, leveraging product innovation and technological differentiation. Many companies strategically invest in developing analog ICs to secure a first-mover advantage and maintain competitiveness. Notable players in this arena include Analog Devices Inc., Infineon Technologies AG, Microchip Technology Inc., NXP Semiconductors NV, and ON Semiconductor.
  • Recent advancements in analog ICs have centred on enhancing performance while curbing power consumption. A notable stride has been in mixed-signal ICs, which merge analog and digital circuits onto a single chip.
  • This integration paves the way for intricate and efficient systems, especially for applications like data converters and sensor interfaces. Additionally, advanced fabrication technologies, including silicon-germanium (SiGe) and silicon-on-insulator (SOI), have been harnessed to elevate analog circuit performance.
  • Looking ahead, there's a pronounced shift towards integrating analog and digital circuits at the system level, moving beyond the confines of the IC level. This change, termed system-on-a-chip (SoC) technology, promises more efficient and cost-effective devices.

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 Threat of New Entrants
    • 4.2.2 Bargaining Power of Consumers
    • 4.2.3 Bargaining Power of Suppliers
    • 4.2.4 Threat of Substitutes
    • 4.2.5 Intensity of Competitive Rivalry
  • 4.3 Industry Value Chain Analysis
  • 4.4 Impact of Macro Economic Trends on the Market

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Rising Penetration of Smartphones, Feature Phones, and Tablets
  • 5.2 Market Challenges
    • 5.2.1 Increasing Design Complexity of Analog IC

6 MARKET SEGMENTATION

  • 6.1 By Type
    • 6.1.1 General-Purpose IC
      • 6.1.1.1 Interface
      • 6.1.1.2 Power Management
      • 6.1.1.3 Signal Conversion
      • 6.1.1.4 Amplifiers/Comparators (Signal Conditioning)
    • 6.1.2 Application-Specific IC
      • 6.1.2.1 Consumer
      • 6.1.2.1.1 Audio/Video
      • 6.1.2.1.2 Digital Still Camera and Camcorder
      • 6.1.2.1.3 Other Consumers
      • 6.1.2.2 Automotive
      • 6.1.2.2.1 Infotainment
      • 6.1.2.2.2 Other Infotainment
      • 6.1.2.3 Communication
      • 6.1.2.3.1 Cell Phone
      • 6.1.2.3.2 Infrastructure
      • 6.1.2.3.3 Wired Communication
      • 6.1.2.3.4 Short Range
      • 6.1.2.3.5 Other Wireless
      • 6.1.2.4 Computer
      • 6.1.2.4.1 Computer System and Display
      • 6.1.2.4.2 Computer Periphery
      • 6.1.2.4.3 Storage
      • 6.1.2.4.4 Other Computers
      • 6.1.2.5 Industrial and Others
  • 6.2 By Geography
    • 6.2.1 North America
    • 6.2.2 Europe
    • 6.2.3 Asia
    • 6.2.4 Australia and New Zealand
    • 6.2.5 Latin America
    • 6.2.6 Middle East and Africa

7 VENDOR MARKET SHARE ANALYSIS

8 COMPETITIVE LANDSCAPE

  • 8.1 Company Profiles
    • 8.1.1 Analog Devices Inc.
    • 8.1.2 Infineon Technologies AG
    • 8.1.3 Microchip Technology Inc.
    • 8.1.4 NXP Semiconductors NV
    • 8.1.5 ON Semiconductor
    • 8.1.6 Richtek Technology Corporation (MediaTek Inc.)
    • 8.1.7 Skyworks Solutions Inc.
    • 8.1.8 STMicroelectronics NV
    • 8.1.9 Renesas Electronics Corporation
    • 8.1.10 Texas Instruments Inc.
    • 8.1.11 Qorvo Inc.

9 PRICING ANALYSIS OF ANALOG IC MARKET

10 INVESTMENT ANALYSIS

11 FUTURE OF THE MARKET