市場調查報告書
商品編碼
1530706
到 2030 年功率半導體市場預測:按組件、材料、最終用戶和地區進行的全球分析Power Semiconductor Market Forecasts to 2030 - Global Analysis By Component (Power Discrete, Power Integrated Circuits and Power Modules), Material (Gallium Nitride (GaN), Silicon Carbide (SiC) and Other Materials), End User and By Geography |
根據Stratistics MRC預測,2024年全球功率半導體市場規模將達到762.5億美元,預計2030年將達到1,244.1億美元,預測期內複合年成長率為8.5%。
功率半導體是設計用來有效處理大電流和電壓的電子元件。與用於低功率應用的小訊號半導體不同,功率半導體針對高電壓和高額定電流進行了最佳化,通常可以開關或調節大量功率。每種類型都有特定的特性,使其適合不同的電源管理需求,平衡開關速度、電壓中斷能力和效率等因素。
據 Shopify 稱,智慧型手機銷售收入預計將在 2021 年達到高峰 4,810 億美元,到 2026 年將超過 5,000 億美元。根據《中國新能源汽車產業開拓計畫(2021-2035年)》,到2025年,電動車市場佔有率將達到25%。
電力電子需求增加
對電力電子產品不斷成長的需求極大地推動了電力半導體市場的發展。電力電子在各種應用中的功率轉換和管理中發揮著至關重要的作用,包括可再生能源系統、電動車、工業設備和家用電子電器。世界向太陽能和風能等永續能源來源的轉變需要高效的電力轉換技術,其中功率半導體至關重要。此外,電動車的普及需要先進的功率半導體解決方案來實現高效的能源管理和馬達控制。
初期投資成本高
由於初始投資成本高昂,功率半導體產業面臨重大障礙,阻礙了創新和市場進入。這些成本主要歸因於複雜且集中密集的半導體製造程序,包括研發、製造設施(晶圓廠)和設備。建造和維護最先進的晶圓廠需要大量資金,通常達數十億美元,這使得新參與企業和小型企業很難與行業現有企業競爭。然而,這些財務障礙對進入市場造成了很高的壁壘,阻礙了中小企業擴大業務和投資下一代半導體技術的研究。
對能源效率的需求不斷成長
對能源效率日益成長的需求正在推動功率半導體的成長。這些半導體在提高電源轉換和管理系統的效率以及降低能耗和營運成本方面發揮關鍵作用。主要促進因素包括電動車的快速採用、可再生能源基礎設施的擴張以及智慧電網技術的普及。功率半導體可實現更高的功率轉換和控制效率,最大限度地減少傳輸和使用過程中的能量損失。隨著全球努力優先考慮永續性和減少碳足跡,對先進功率半導體技術的需求預計將繼續成長。
整合和相容性問題
功率半導體的整合和相容性問題是指由於需要在單一晶片或單一系統內結合不同的半導體技術和材料而產生的挑戰。 MOSFET 和 IGBT 等功率半導體裝置對於從可再生能源系統到電動車等各種應用中的高效功率轉換和控制至關重要。然而,整合這些設備構成了主要的技術障礙。不同半導體材料和技術之間的電氣性能、熱性能和製造過程的差異會產生相容性問題。
COVID-19大流行對功率半導體產業產生了重大影響。最初,全球供應鏈中斷導致半導體製造和分銷延遲,導致供不應求和價格波動。由於製造商面臨勞動力短缺和物流挑戰,工廠關閉和產能減少進一步加劇了這種情況。功率半導體產業的公司必須透過加快數位轉型努力、實施遠距工作政策以及供應鏈來源多元化來適應,以降低未來風險。
功率積體電路產業預計將在預測期內成為最大的產業
功率積體電路領域透過將多種功能整合到一個晶片中來提高各種應用的效率和性能,預計在預測期內將實現最高成長。與二極體和電晶體等分立功率元件不同,功率 IC 將控制、驅動和保護電路與 MOSFET 和 IGBT 等功率開關元件整合在一起。電源 IC 還透過最佳化的電路設計和更少的互連來提供更好的溫度控管和更高的可靠性。隨著對節能、緊湊型電子設備的需求不斷增加,電源 IC 在各種電子產品和系統中實現更小的外形尺寸、提高能源效率和提高性能方面發揮關鍵作用。
碳化矽(SiC)領域預計在預測期內複合年成長率最高
碳化矽(SiC)領域預計在預測期內複合年成長率最高,因為與傳統矽相比,它具有更優越的材料性能。 SiC 裝置具有高擊穿場強,可在更高的電壓和溫度下工作,同時保持效率。這項特性減少了傳導損耗,使電力電子系統變得更小、更有效率。此外,SiC 的高導熱性可改善散熱,進一步提高高功率運作期間的可靠性和效能。隨著製造商不斷改進生產流程並降低成本,碳化矽半導體的採用預計將加速,推動電力電子技術的創新,並有助於向更節能的技術過渡。
在外推期間,亞太地區佔據了最大的市場佔有率。隨著城市的擴張和現代化,智慧電網、電動車和工業自動化等各種應用對高效能電源管理解決方案的需求正在迅速增加。隨著全部區域城市能源需求的增加,功率半導體在提高能源效率、減少碳排放和確保可靠電力供應方面發揮關鍵作用。此外,物聯網 (IoT) 和人工智慧 (AI) 等先進技術在城市基礎設施中的整合正在推動對能夠處理全部區域複雜資料處理和即時決策的強大半導體設備的需求。
預計歐洲地區在預測期內將呈現良好的成長動能。更嚴格的環境標準和雄心勃勃的氣候目標正在推動各國政府鼓勵和強制區域採用節能技術,包括功率半導體。這些法規鼓勵創新和投資開發更有效率、更永續的半導體解決方案。此外,政府提供的財政支持和研究津貼鼓勵產業相關人員和研究機構之間的合作,為全部區域的技術進步培育一個強大的生態系統。
According to Stratistics MRC, the Global Power Semiconductor Market is accounted for $76.25 billion in 2024 and is expected to reach $124.41 billion by 2030 growing at a CAGR of 8.5% during the forecast period. Power semiconductors are electronic devices designed to handle large electrical currents and voltages efficiently. Unlike small-signal semiconductors used in low-power applications, power semiconductors are optimized for high voltage and current ratings, often capable of switching or regulating substantial amounts of electrical power. Each type has specific characteristics suited for different power management needs, balancing factors like switching speed, voltage blocking capability, and efficiency.
According to Shopify, income from smartphone sales peaked at USD 481 billion in 2021 and is predicted to surpass USD 500 billion by 2026. According to China's Development Plan for the New Energy Automobile Industry (2021-2035), EVs could include a 25% market share by 2025.
Rise in demand for power electronics
The increasing demand for power electronics is substantially boosting the power semiconductor market. Power electronics play a crucial role in converting and managing electrical power in various applications, including renewable energy systems, electric vehicles, industrial equipment and consumer electronics. The global shift towards sustainable energy sources such as solar and wind power requires efficient power conversion technologies, where power semiconductors are integral. Additionally, the proliferation of electric vehicles necessitates advanced power semiconductor solutions for efficient energy management and motor control.
High initial investment costs
The power semiconductor industry faces significant barriers due to high initial investment costs, which impede innovation and market entry. These costs primarily stem from the complex and capital-intensive nature of semiconductor manufacturing processes, including research and development, fabrication facilities (fabs), and equipment. Building and maintaining cutting-edge fabs require substantial financial resources, often in the billions of dollars, making it difficult for new players or smaller companies to compete with established giants in the industry. However, these financial barriers create a high threshold for entry into the market and inhibit smaller firms from scaling up operations or investing in research for next-generation semiconductor technologies.
Increasing demand for energy efficiency
The increasing demand for energy efficiency has propelled the growth of power semiconductors. These semiconductors play a crucial role in improving the efficiency of power conversion and management systems, thereby reducing energy consumption and operational costs. Key drivers include the rapid adoption of electric vehicles, the expansion of renewable energy infrastructure, and the proliferation of smart grid technologies. Power semiconductors enable higher efficiency in converting and controlling electrical power, minimizing energy losses during transmission and utilization. As global initiatives prioritize sustainability and carbon footprint reduction, the demand for advanced power semiconductor technologies is expected to continue growing.
Integration and compatibility issues
Integration and compatibility issues in power semiconductors refer to challenges arising from the need to combine different semiconductor technologies or materials on a single chip or within a single system. Power semiconductor devices, such as MOSFETs and IGBTs, are crucial for efficient power conversion and control in various applications from renewable energy systems to electric vehicles. However, integrating these devices poses significant technical hurdles. Compatibility issues arise due to differences in electrical characteristics, thermal properties, and manufacturing processes between different semiconductor materials and technologies.
The COVID-19 pandemic significantly impacted the power semiconductor industry. Initially, disruptions in the global supply chain caused delays in manufacturing and distribution of semiconductors, leading to shortages and price fluctuations. This was exacerbated by factory shutdowns and reduced production capacities as manufacturers struggled with labor shortages and logistical challenges. Companies in the power semiconductor sector had to adapt by accelerating digital transformation efforts, implementing remote work policies, and diversifying supply chain sources to mitigate future risks.
The Power Integrated Circuits segment is expected to be the largest during the forecast period
Power Integrated Circuits segment is expected to be the largest during the forecast period by combining multiple functionalities onto a single chip to enhance efficiency and performance in various applications. Unlike discrete power components, such as diodes and transistors, Power ICs integrate control, drive, and protection circuitry with power switching devices like MOSFETs or IGBTs. Power ICs also facilitate better thermal management and higher reliability due to optimized circuit design and reduced interconnects. As the demand for energy-efficient and compact electronic devices grows, Power ICs play a crucial role in enabling smaller form factors, improved energy efficiency, and enhanced performance across a wide range of electronic products and systems.
The Silicon Carbide (SiC) segment is expected to have the highest CAGR during the forecast period
Silicon Carbide (SiC) segment is expected to have the highest CAGR during the forecast period due to its superior material properties compared to traditional silicon. SiC devices offer higher breakdown electric field strength, enabling them to operate at higher voltages and temperatures while maintaining efficiency. This characteristic results in reduced conduction losses, allowing for smaller, more efficient power electronic systems. Additionally, SiC's higher thermal conductivity enhances heat dissipation, further improving reliability and performance under high-power operation. As manufacturers continue to refine production processes and reduce costs, the widespread adoption of SiC semiconductors is expected to accelerate, driving innovation in power electronics and contributing to the transition towards more energy-efficient technologies.
Asia Pacific region commanded the largest market share over the extrapolated period. As cities expand and modernize, there is a burgeoning need for efficient power management solutions in various applications such as smart grids, electric vehicles, and industrial automation. Power semiconductors play a crucial role in enhancing energy efficiency, reducing carbon footprints, and ensuring reliable power delivery amidst increasing urban energy demands throughout the region. Moreover, the integration of advanced technologies like Internet of Things (IoT) and artificial intelligence (AI) in urban infrastructure further amplifies the requirement for robust semiconductor devices capable of handling complex data processing and real-time decision-making across the region.
During the projected time frame, Europe region is estimated to witness lucrative growth. Stricter environmental standards and ambitious climate goals have pushed governments to incentivize and mandate the regional adoption of energy-efficient technologies, including power semiconductors. These regulations drive innovation and investment in the development of more efficient and sustainable semiconductor solutions. Moreover, financial support and research grants provided by governments encourage collaboration between industry players and research institutions, fostering a robust ecosystem for technological advancement across the region.
Key players in the market
Some of the key players in Power Semiconductor market include Analog Devices, Inc, Fairchild Semiconductor International, Inc, Fuji Electric Co., Ltd, Infineon Technologies AG, Magnachip Semiconductor Corporation, Mitsubishi Electric Corporation, NXP Semiconductors N.V., Renesas Electronics Corporation, Semikron International GmbH, Silicon Laboratories Inc, STMicroelectronics N.V. and Toshiba Corporation.
In October 2023, Kia Corporation and Hyundai Motor Company announced a deliberate collaboration with Infineon Technologies AG, a universal semiconductor lead, in order to secure power semiconductors in support of the rising electric vehicle demand across the globe. As per the deal, Kia and Hyundai will buy core power semiconductors for automobiles, such as insulated-gate bipolar transistor (IGBT), diode, and silicon carbide (SiC) power modules.
In June 2023, Mitsubishi Electric Corporation announced that the company would begin shipping samples of its new NX-type full-SiC (silicon carbide) power semiconductor module for industrial equipment.
In May 2023, Toshiba Electronics Europe launched a new 150V N-channel power MOSFET based upon their latest generation U-MOS X-H Trench process. The TPH9R00CQ5 is specifically designed for high-performance switching power supplies such as those used in communication base stations and other industrial applications.