市場調查報告書
商品編碼
1530801
2030 年功率半導體市場預測:按產品類型、材料、應用、最終用戶和地區分類的全球分析Power Semiconductor Market Forecasts to 2030 - Global Analysis By Product Type (Discrete Power Semiconductors, Power Modules, Power Integrated Circuits and Other Product Types), Material, Application, 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542億美元,預計2030年將達到808億美元,預測期內複合年成長率為6.9%。
功率半導體是現代電子系統中的關鍵組件,用於有效控制和轉換電力。功率半導體可處理高電壓和電流,從而在從工業機械到家用電子電器的各種應用中實現功率調節。這些半導體管理功率流、提高能源效率並減少熱量產生。材料科學的創新,例如碳化矽 (SiC) 和氮化鎵 (GaN) 的使用,正在提高性能和效率。與傳統矽基半導體相比,這些材料具有更高的導熱率和卓越的開關速度,有助於實現更可靠、更緊湊的電源管理解決方案。
據美國預算辦公室稱,美國國防支出預計每年都會增加,直到 2033 年。 2023年美國國防支出將達7,460億美元。
電動和混合動力汽車快速成長
隨著電動和混合動力汽車變得越來越流行,對先進功率半導體元件的需求將會增加,因為它們在電池管理、馬達控制和能量轉換中發揮關鍵作用。 MOSFET、IGBT 和 GaN 裝置等功率半導體對於管理電力推進系統和高效功率轉換中涉及的高電壓和電流至關重要。這種不斷成長的需求正在推動功率半導體技術的創新和投資,從而提高效率、尺寸和性能,從而推動市場成長。
研發成本高
碳化矽(SiC)和氮化鎵(GaN)等先進技術的開發需要大量投資,這可能會導致更高的生產成本和價格壓力。面臨財務限制的小型企業可能難以跟上技術進步,從而降低競爭力並抑制創新。此外,不斷上升的研發成本可能會減緩新技術的商業化,並減緩尖端解決方案在整個市場的廣泛採用。
太陽能和風力發電系統的採用增加
再生能源來源需要高效的電力管理和轉換技術來與電網整合並最佳化能源使用。功率半導體對於太陽能逆變器和風力發電機中的直流-交流轉換、最大功率點追蹤 (MPPT) 和能源儲存管理等任務至關重要。此外,太陽能和風力發電能力的增加正在推動對先進功率半導體元件(如高效二極體、MOSFET和IGBT)以及新興技術(如碳化矽(SiC)和氮化鎵(GaN))的需求。
溫度控管挑戰
功率半導體在運作過程中會產生大量熱量,溫度控管不當會導致過熱、效率降低和裝置壽命縮短。這需要開發複雜且昂貴的冷卻解決方案,這會增加系統的整體成本。溫度控管要求的提高也會減慢產品開發速度,增加研發成本,並影響市場創新和新技術的快速上市時間。
COVID-19 擾亂了供應鏈並導致生產和運輸延誤,對功率半導體市場產生了重大影響。由於經濟放緩和工廠關閉,疫情最初導致需求下降。但隨著世界的適應,由於對電子產品、遠距工作的依賴增加以及醫療保健和可再生能源等行業的成長,需求激增。這場危機加速了數位轉型,凸顯了對有彈性的供應鏈的需求,並鼓勵了對半導體技術和基礎設施的長期投資。
離散式功率半導體領域預計將在預測期內成為最大的領域
由於離散式功率半導體的多功能性和廣泛的應用範圍,預計將在預測期內成為最大的市場。分立功率半導體可有效處理從家用電子電器到工業機械等各種系統中的特定功率控制任務。它的不斷發展提高了性能、可靠性和能源效率。汽車、可再生能源和工業自動化等領域對節能解決方案的需求不斷成長,正在推動市場成長。
預計氮化鎵領域在預測期內複合年成長率最高
預計氮化鎵細分市場在預測期內複合年成長率最高。因為這些 GaN 裝置可實現更快的開關速度、更高的效率和更高的導熱性,從而提高能源效率並減少熱量產生。這帶來了更緊湊和可靠的電源管理解決方案。 GaN 技術在電動車、可再生能源系統和高頻電源等應用中的採用正在加速。
電動車在北美越來越受歡迎,電池管理系統和馬達控制對功率半導體的需求不斷增加。此外,太陽能和風能等再生能源來源的擴張增加了對高效能電力轉換和管理系統的需求,從而推動了市場成長。
由於中國、日本和韓國等國家對電動車基礎設施和生產的大量投資推動了功率半導體的需求,特別是電池管理和馬達控制應用,預計亞太地區將保持最高的複合年成長率。此外,亞太國家也擴大轉向太陽能和風能等可再生能源,需要先進的電源管理解決方案來整合和最佳化這些能源來源。
According to Stratistics MRC, the Global Power Semiconductor Market is accounted for $54.2 billion in 2024 and is expected to reach $80.8 billion by 2030 growing at a CAGR of 6.9% during the forecast period. Power semiconductors are crucial components in modern electronic systems, used to control and convert electrical power efficiently. They handle high voltages and currents, enabling the regulation of power in various applications, from industrial machinery to consumer electronics. These semiconductors manage power flow, improve energy efficiency, and reduce heat generation. Innovations in material science, such as the use of silicon carbide (SiC) and gallium nitride (GaN), are enhancing performance and efficiency. These materials offer higher thermal conductivity and better switching speeds compared to traditional silicon-based semiconductors, contributing to more reliable and compact power management solutions.
According to the US Congressional Budget Office, defense spending in the United States is predicted to increase every year until 2033. Defense outlays in the United States amounted to USD 746 billion in 2023.
Surge in electric and hybrid vehicles
As electric and hybrid vehicles become more prevalent, the demand for advanced power semiconductor components increases due to their critical role in battery management, motor control, and energy conversion. Power semiconductors like MOSFETs, IGBTs, and GaN devices are essential for managing the high voltages and currents involved in electric propulsion systems and efficient power conversion. This growing demand drives innovation and investment in power semiconductor technology, leading to advancements in efficiency, size, and performance boosting the growth of the market.
High R&D costs
Significant investment is required to develop advanced technologies like silicon carbide (SiC) and gallium nitride (GaN), which can lead to higher production costs and pricing pressures. Smaller firms, facing financial constraints, may struggle to keep pace with technological advancements, reducing competition and potentially stifling innovation. Additionally, high R&D expenses can delay the commercialization of new technologies, slowing the overall market adoption of cutting-edge solutions.
Increasing adoption of solar and wind power systems
Renewable energy sources require efficient power management and conversion technologies to integrate with the grid and optimize energy usage. Power semiconductors are essential for tasks such as DC-AC conversion, maximum power point tracking (MPPT), and energy storage management in solar inverters and wind turbines. Further the growth in solar and wind energy installations drives demand for advanced power semiconductor components, such as high-efficiency diodes, MOSFETs, and IGBTs, as well as emerging technologies like silicon carbide (SiC) and gallium nitride (GaN).
Thermal management challenges
Power semiconductors generate significant heat during operation, and inadequate thermal management can lead to overheating, reduced efficiency, and shorter device lifespans. This necessitates the development of complex and costly cooling solutions, which can increase overall system costs and the increased thermal management requirements can also delay product development and add to R&D expenses, impacting the market's ability to innovate and bring new technologies to market quickly.
COVID-19 significantly impacted the power semiconductor market by disrupting supply chains, causing delays in production and shipping. The pandemic initially led to a decline in demand due to economic slowdowns and factory closures. However, as the world adapted, there was a surge in demand driven by increased reliance on electronics, remote work, and growth in sectors like healthcare and renewable energy. The crisis accelerated digital transformation and highlighted the need for resilient supply chains, driving long-term investments in semiconductor technology and infrastructure.
The discrete power semiconductors segment is expected to be the largest during the forecast period
The discrete power semiconductors is expected to be the largest during the forecast period due to their versatility and wide application range. They handle specific power control tasks efficiently in various systems, from consumer electronics to industrial machinery. Their continued evolution enhances performance, reliability, and energy efficiency. The growing demand for energy-efficient solutions in sectors like automotive, renewable energy, and industrial automation drives their market growth.
The gallium nitride segment is expected to have the highest CAGR during the forecast period
The gallium nitride segment is expected to have the highest CAGR during the forecast period because these GaN devices enable faster switching speeds, higher efficiency, and greater thermal conductivity, which improves energy efficiency and reduces heat generation. This leads to more compact and reliable power management solutions. The adoption of GaN technology is accelerating in applications such as electric vehicles, renewable energy systems, and high-frequency power supplies.
North America is projected to hold the largest market share during the forecast period owing to the growing adoption of EVs in North America increases demand for power semiconductors for battery management systems and motor control. Further the expansion of renewable energy sources like solar and wind drives the need for efficient power conversion and management systems propelling the market growth.
Asia Pacific is projected to hold the highest CAGR over the forecast period due to significant investments in EV infrastructure and production in countries like China, Japan, and South Korea are driving demand for power semiconductors, particularly for battery management and motor control applications. Additionally the growing focus on renewable energy sources, such as solar and wind power, in Asia Pacific countries necessitates advanced power management solutions to integrate and optimize these energy sources.
Key players in the market
Some of the key players in Power Semiconductor market include Alpha & Omega Semiconductor, Broadcom Inc., Fuji Electric Co. Ltd, Infineon Technologies AG, Littlefuse Inc., Magnachip Semiconductor Corp., Microchip Technology Inc., Mitsubishi Electric Corporation, Nexperia Holding BV, NXP Semiconductors NV, ON Semiconductor Corporation, Qorvo Inc., Renesas Electronics Corporation, Rohm Co. Ltd, Semikron International, STMicroelectronics NV, Texas Instruments Inc., Toshiba Corporation and Wolfspeed Inc.
In July 2024, Infineon expanded Infringement Lawsuit against Innoscience and files complaint with U.S. International Trade Commission. In addition, Infineon filed a complaint with the U.S. International Trade Commission (USITC) containing legal claims referring to the same four patents covered by the lawsuit.
In June 2024, Infineon introduced power system reliability Modeling to reduce power shortages and blackouts in data center systems. Target applications of the solution include DCDC converters, ACDC rectifiers and IBC modules utilized in data centers, AI servers, GPUs, and telecom networks.
In June 2024, VIS and NXP to established a joint venture to build and operate a 300mm Fab. The joint-venture fab will support 130nm to 40nm mixed-signal, power management and analog products, targeting the automotive, industrial, consumer and mobile end markets.