市場調查報告書
商品編碼
1462700
數位隔離器市場至2030年的預測:按資料速率、通道、材料、技術、應用、最終用戶和地區的全球分析Digital Isolator Market Forecasts to 2030 - Global Analysis By Data Rate (Less than 25 Mbps, 25 Mbps to 75 Mbps and More than 75 Mbps), Channel, Material, Technology, Application, End User and By Geography |
根據 Stratistics MRC 的資料,2023年全球數位隔離器市場規模將達到 26 億美元,預計到2030年將達到 51 億美元,預測期內年複合成長率為 10.3%。
數位隔離器是一種電子元件,用於傳輸數位訊號,同時電氣隔離兩個隔離電路,使它們之間沒有電流流動。通常使用光耦合器、磁隔離器或電容耦合來實現隔離。數位隔離器透過保護敏感組件免受電壓尖峰、接地迴路和電磁干擾的影響,確保安全性和可靠性。數位隔離器通常用於需要電流隔離的應用,例如工業自動化、醫療設備和汽車電子。
根據2020年世界經濟論壇報告,2020年企業物聯網投資將達到8,320億美元,消費者在物聯網解決方案上的支出將達到2,360億美元。
無雜訊訊號分離的需求不斷增加
汽車、工業自動化、醫療保健和通訊等行業越來越依賴數位隔離器來確保可靠的訊號傳輸,並且對這些組件的需求預計將激增。對無雜訊訊號隔離的重視推動數位隔離器相對於傳統光耦合器和其他隔離方法的採用。高資料速率、低功耗、增強的電磁干擾(EMI)抗擾度和更高的可靠性等創新技術和功能的引進推動市場成長。
生產成本高
較高的製造成本通常會導致數位隔離器產品的價格較高。這可能會降低它們對客戶的吸引力,特別是在價格敏感的市場或成本是重要考慮因素的行業。因此,潛在客戶可能會尋求替代解決方案或推遲購買決定,導致對數位隔離器的需求減少。因此,數位隔離器市場缺乏創新,導致公司致力於削減成本措施,而不是開發新的和改進的產品,這可能會阻礙市場成長。
對小型化和高速資料傳輸的需求不斷成長
隨著電子設備變得越來越小,對能夠適應狹小空間而不犧牲性能的數位隔離器的需求不斷成長。這一趨勢促使製造商開發更小、整合度更高的數位隔離器,這些隔離器可以整合到密集封裝的印刷電路板(基板)和小型電子設備中。因此,這種整合趨勢簡化了系統設計,減少了組件數量,並提高了需要高速資料傳輸和隔離的應用程式的整體效能。
複雜的整合
將數位隔離器整合到複雜的系統中通常需要大量的工程工作和時間。設計人員必須仔細考慮訊號完整性、功耗、佈局限制以及與其他元件的兼容性等因素。這可能會延長整合式數位隔離器的產品的開發週期並延遲上市時間。此外,設計人員可能會遇到相容性問題、訊號劣化以及與其他組件的意外交互,需要反覆測試和改進,阻礙市場成長。
COVID-19 的影響
由於 COVID-19 大流行,數位隔離器市場因供應鏈中斷以及汽車和消費性電子等行業的需求減少而受到干擾。然而,醫療保健、通訊和遠距工作技術等領域的需求增加。這項變革加速了數位轉型,凸顯了醫療設備和網路設備的重要性,並推動了對數位隔離器的需求。中小企業處境艱難,市場整合不斷推進,競爭格局重構。
二氧化矽(SiO2)領域預計將在預測期內成為最大的領域
二氧化矽(SiO2)領域預計將出現良好成長,因為它具有優異的介電性能,並且適合用作數位隔離器中的絕緣材料。二氧化矽層在不同組件和電路之間提供高度電絕緣,實現可靠的訊號分離並防止電干擾。此外,二氧化矽與多種半導體製造技術相容,使數位隔離器製造商能夠利用現有的製造流程和基礎設施。
巨磁電阻(GMR)領域預計在預測期內年複合成長率最高
巨磁電阻(GMR)領域預計在預測期內將實現最高的年複合成長率,因為其對磁場的靈敏度更高,並且與傳統方法相比可以提供更高的精度和解析度。這使得數位隔離器具有更高的完整性和可靠性,使其成為適合行動電子設備和物聯網感測器等空間受限應用的緊湊型數位隔離器解決方案,特別是在高電磁干擾(EMI)的環境中開發成為可能。
由於隔離器產品製造商的存在,預計亞太地區在預測期內將佔據最大的市場佔有率。ROHM Semiconductor、Advantech、Murata Manufacturing和MORNSUN Guangzhou Science and Technology Firm是總部設在該地區的主要市場參與者。該地區還擁有多家主要企業,為消費性電子產業提供低成本絕緣產品。此外,在開拓亞太市場方面,中國和印度快速成長。
由於對無雜訊電子產品的需求不斷成長以及對資料中心和整個通訊行業的投資,預計北美在預測期內將呈現最高的年複合成長率。截至2021年,美國擁有超過2,670個資料中心,約佔全球資料中心的40%。這些隔離器用於資料中心設備製造,以避免電流和電壓擊穿並實現平穩的資料傳輸速度,也用於不斷增加的政府舉措、消費性電子產品和電動汽車製造投資推動市場成長。
According to Stratistics MRC, the Global Digital Isolator Market is accounted for $2.6 billion in 2023 and is expected to reach $5.1 billion by 2030 growing at a CAGR of 10.3% during the forecast period. A digital isolator is an electronic component used to transmit digital signals between two isolated circuits while providing electrical isolation to prevent current flow between them. It typically utilizes optocouplers, magnetic isolators, or capacitive coupling to achieve isolation. Digital isolators ensure safety and reliability by protecting sensitive components from voltage spikes, ground loops, and electromagnetic interference. They are commonly employed in applications requiring galvanic isolation, such as in industrial automation, medical devices, and automotive electronics.
According to the World Economic Forum Report in 2020, IoT investments among businesses reached USD 832 billion, and consumer spending on IoT solutions reached USD 236 billion in 2020.
Growing need for noise-free signal isolation
With industries such as automotive, industrial automation, healthcare, and telecommunications increasingly relying on digital isolators to ensure reliable signal transmission, the demand for these components is likely to surge. The emphasis on noise-free signal isolation drives the adoption of digital isolators over traditional optocouplers and other isolation methods. Leading to the introduction of innovative technologies and features such as higher data rates, lower power consumption, enhanced electromagnetic interference (EMI) immunity, and improved reliability propelling the growth of the market.
High production costs
High production costs often translate into higher prices for digital isolator products. This can make them less attractive to customers, especially in price-sensitive markets or industries where cost is a significant consideration. As a result, potential customers may seek alternative solutions or delay purchasing decisions, leading to decreased demand for digital isolators. This can result in a lack of innovation within the digital isolator market, as companies focus more on cost-cutting measures than on developing new and improved products hampering the market growth.
Increasing demand for miniaturization and high-speed data transfer
As electronic devices continue to become smaller and more compact, there is a growing need for digital isolators that can fit into smaller spaces without sacrificing performance. This trend drives manufacturers to develop digital isolators with smaller form factors and higher integration capabilities, enabling their integration into densely packed PCBs (Printed Circuit Boards) and miniaturized electronic devices. Thus, this integration trend simplifies system design, reduces component count, and enhances overall performance in applications requiring high-speed data transfer and isolation.
Complexity of integration
Integrating digital isolators into complex systems often requires significant engineering effort and time. Designers need to carefully consider factors such as signal integrity, power consumption, layout constraints, and compatibility with other components. This can lead to prolonged development cycles, delaying time-to-market for products incorporating digital isolators. Furthermore, designers may encounter compatibility issues, signal degradation, or unexpected interactions with other components, requiring iterative testing and refinement impeding the growth of the market.
Covid-19 Impact
The COVID-19 pandemic disrupted the digital isolator market with supply chain disruptions and reduced demand from industries like automotive and consumer electronics. However, increased demand emerged from sectors like healthcare, telecommunication, and remote work technologies. This shift accelerated digital transformation and highlighted the importance of medical devices and networking equipment, driving demand for digital isolators. Market consolidation occurred as smaller players struggled, leading to a reshaped competitive landscape.
The silicon dioxide (SiO2) segment is expected to be the largest during the forecast period
The silicon dioxide (SiO2) segment is estimated to have a lucrative growth, as it exhibits excellent dielectric properties, making it suitable for use as an insulating material in digital isolators. Silicon dioxide layers provide high electrical insulation between different components and circuits, enabling reliable signal isolation and preventing electrical interference. Additionally SiO2 is compatible with a wide range of semiconductor fabrication techniques and technologies, allowing digital isolator manufacturers to leverage existing manufacturing processes and infrastructure.
The giant magnetoresistive (GMR) segment is expected to have the highest CAGR during the forecast period
The giant magnetoresistive (GMR) segment is anticipated to witness the highest CAGR growth during the forecast period, as it offers enhanced sensitivity to magnetic fields and can provide higher accuracy and resolution compared to traditional methods. This can lead to digital isolators with improved signal integrity and reliability, particularly in environments with high electromagnetic interference (EMI) enabling to the development of compact digital isolator solutions suitable for space-constrained applications, such as portable electronic devices and IoT sensors.
Asia Pacific is projected to hold the largest market share during the forecast period owing to the presence of manufacturers of isolator products. ROHM Semiconductor, Advantech, Murata Manufacturing, and MORNSUN Guangzhou Science and Technology Firm are some of the major market players that have their headquarters in this region. Also, this area comprises several small and medium vital players that provide low-cost isolation products for the consumer electronics industry. Moreover, China and India are growing fast in terms of the development of the market in Asia Pacific.
North America is projected to have the highest CAGR over the forecast period, owing to the rising demand for noise-free electronics and investment across the data centers and telecommunication sector. The U.S. comprises more than 2,670 data centers as of 2021, approximately 40% of the globe's data centers. These isolators are used in data center equipment manufacturing to avoid current and voltage breakdown and smooth data transfer rates, additionally increasing government initiatives and investment in consumer electronics and electric vehicle manufacturing drive market growth.
Key players in the market
Some of the key players in the Digital Isolator Market include Amphenol Corporation, Analog Devices, Inc, Broadcom, Infineon Technologies AG, Kinetic Technologies, Monolithic Power Systems, Inc., MORNSUN Guangzhou Science & Technology Co. Ltd., Murata Manufacturing Co., Ltd., NVE Corporation, NXP Semiconductors, Renesas Electronics Corporation, ROHM CO., LTD., Skyworks Solutions, Inc., STMicroelectronics, Texas Instruments Incorporated and TT Electronics
In March 2024, Amphenol Communication Solutions Extends High-Speed Cable Product Portfolio Range for Next-Generation Enterprise Server and Storage Equipment. The EDSFF cable assemblies meet E1 and E3 specifications, OCP cable assemblies meet OCP NIC 3.0 specifications, and the power shelf cable assemblies are designed to support OCP Orv3 requirements.
In December 2023, Infineon Technologies AG, a leading semiconductor company, has recently unveiled an expansion to its MOTIX(TM) family, introducing four new 2-channel gate driver ICs-2ED2742S01G, 2ED2732S01G, 2ED2748S01G, and 2ED2738S01G.
In November 2023, Amphenol Ardent Concepts Launches an Upgraded Website, Spotlighting Cutting-Edge Connectivity Solutions for Engineers. This revamped website underscores our unwavering commitment to pioneering interconnectivity solutions.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.