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市场调查报告书
商品编码
1887795
全球电源管理积体电路市场:依产品类型、最终用户和地区划分 - 市场规模、行业趋势、机会分析和预测(2026-2035 年)Global Power Management Integrated Circuit Market: By Product Type, End User, Region - Market Size, Industry Dynamics, Opportunity Analysis and Forecast for 2026-2035 |
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全球电源管理积体电路 (PMIC) 市场正经历显着扩张,反映出其在众多产业中日益增长的重要性。 2025 年,该市场规模约为 292.5 亿美元,预计未来十年将成长近一倍,到 2035 年达到约 695.4 亿美元。 2026 年至 2035 年的复合年增长率 (CAGR) 为 10.1%,凸显了全球对先进电源管理解决方案的持续需求。
推动这一强劲市场成长的关键因素有很多。其中一个关键推动因素是对改良型电池管理系统的需求不断增长,尤其是在便携式电子设备普及的情况下。高效的电池管理不仅对延长电池寿命至关重要,而且对确保设备安全和优化能耗也至关重要,从智慧型手机到电动车,没有例外。同时,氮化镓 (GaN) 和碳化硅 (SiC) 等先进半导体材料的应用在推动市场扩张方面发挥关键作用。这些材料具有卓越的性能,包括更高的效率和热稳定性,从而能够开发出更强大、更可靠的电源管理积体电路 (PMIC)。
电源管理积体电路 (PMIC) 市场目前正经历一场激烈的“产能大战”,各公司都在积极投资先进的製造能力,以获得成本和性能优势。德州仪器 (TI) 透过扩大其位于德克萨斯州谢尔曼 (SM1) 和犹他州莱希 (LFAB) 新投产晶圆厂的产能,在竞争激烈的市场中占了稳固的地位。
在如此激烈的竞争中,其他行业参与者也在不断强化其产品组合和技术,以抢占细分市场并满足特定的应用需求。 2025年12月,东芝电子元件及储存设备株式会社(Toshiba Electronic Devices & Storage Corporation)推出40V TCKE6系列电子保险丝(eFuse)积体电路,进一步拓展了其产品线。此系列包含五款产品,旨在增强电源电路保护,这对于提升各种应用中电子设备的安全性和可靠性至关重要。 同时,精工爱普生株式会社(Seiko Epson Corporation,东京证券交易所代码:6724,以下简称“爱普生”)于2025年3月宣布开发一款新型电源管理IC“S1A00210B”,专为助听器等小型电子设备而设计。该产品体现了爱普生在小型化和能源效率方面的战略重点,旨在满足市场对小型化、长寿命穿戴电子产品日益增长的需求。爱普生计画于2025年4月开始提供样品,这表明其致力于快速进入市场并与设备製造商合作,从而把握低功耗专业应用领域不断增长的机会。
主要成长推动因素
电源管理积体电路 (PMIC) 市场目前对多相电压调节器的需求正快速成长,尤其是那些能够应对严苛瞬态负载的电压调节器。这项需求成长主要由生成式人工智慧 (AI) 硬体的快速发展所驱动,这大大增加了资料中心和伺服器机架的电力需求。随着 AI 模型变得越来越复杂和运算密集,支援它们的处理器和 GPU 的能耗显着增加,给供电系统带来了前所未有的压力。在这些高效能运算环境中,电压调节器模组 (VRM) 已成为关键瓶颈,需要为速度越来越快、密度越来越高的元件提供稳定且高效的电源。
新机遇
电动车 (EV) 的日益普及预计将为电源管理积体电路 (PMIC) 市场的企业创造庞大的商机。随着全球消费者对电动车的兴趣持续增长,这一趋势正成为 PMIC 产业成长的关键推动因素之一。世界各国政府正积极透过消费者补贴和大力投资电动车充电基础设施来推动电动出行的转型。这些政策措施不仅使电动车更容易拥有,而且还创造了一个有利于电动交通发展的支持性生态系统。
优化障碍
由于先进电源管理积体电路 (PMIC) 技术开发成本高昂,PMIC 市场的成长面临巨大的挑战。製造商必须在研发和原型製作阶段投入大量资金,才能完善专用元件。对于电动车和再生能源系统尤其如此,因为它们需要尖端的性能和可靠性,这使得 PMIC 的设计复杂性达到了新的高度。整合氮化镓 (GaN) 和碳化硅 (SiC) 等先进特性会进一步增加成本,因为这些材料和製造流程本身就比传统的硅基技术更具挑战性和成本更高。
The global power management integrated circuit (PMIC) market is undergoing significant expansion, reflecting its increasing importance across a wide range of industries. Valued at approximately US$ 29.25 billion in 2025, the market is projected to nearly double in size over the next decade, reaching an estimated valuation of US$ 69.54 billion by 2035. This growth corresponds to a compound annual growth rate (CAGR) of 10.1% during the forecast period from 2026 to 2035, underscoring the sustained demand for advanced power management solutions worldwide.
Several key factors are driving this robust market growth. One of the primary catalysts is the escalating need for improved battery management systems, especially as portable and electric devices become more prevalent. Efficient battery management is critical not only for extending battery life but also for ensuring safety and optimizing energy consumption in devices ranging from smartphones to electric vehicles. Alongside this, the adoption of advanced semiconductor materials such as Gallium Nitride (GaN) and Silicon Carbide (SiC) is playing a pivotal role in boosting market expansion. These materials offer superior performance characteristics, including higher efficiency and thermal stability, which enable the creation of more powerful and reliable PMICs.
The competitive landscape of the power management integrated circuit (PMIC) market is currently shaped by what can be described as a "manufacturing arms race," where companies are aggressively investing in advanced fabrication capabilities to gain a cost and performance edge. Texas Instruments (TI) has positioned itself strongly in this race with the ramp-up of production at its new fabrication plants located in Sherman, Texas (SM1), and Lehi, Utah (LFAB).
Amid this intense competition, other industry players are also advancing their product portfolios and technologies to capture niche markets and address specific application needs. In December 2025, Toshiba Electronic Devices & Storage Corporation expanded its range of electronic fuse (eFuse) integrated circuits with the introduction of the 40V TCKE6 series. This new lineup includes five products engineered to enhance power line circuit protection, a critical feature for improving the safety and reliability of electronic devices in various applications.
Meanwhile, in March 2025, Seiko Epson Corporation (TSE: 6724, "Epson") announced the development of a new power management IC, the S1A00210B, specifically designed for compact electronic devices such as hearing aids. This product reflects Epson's strategic focus on miniaturization and energy efficiency, catering to the growing demand for smaller, longer-lasting wearable electronics. The availability of samples starting in April 2025 signals Epson's commitment to quick market entry and collaboration with device manufacturers, positioning the company to capitalize on expanding opportunities in specialized, low-power device segments.
Core Growth Drivers
The power management integrated circuit (PMIC) market is currently experiencing a strong surge in demand, particularly for multiphase voltage regulators engineered to manage extreme transient loads. This heightened demand is primarily fueled by the rapid growth of generative AI hardware, which has dramatically increased the power requirements within data centers and server racks. As AI models become more complex and computationally intensive, the processors and GPUs that support them consume significantly more energy, placing unprecedented stress on power delivery systems. In these high-performance computing environments, Voltage Regulator Modules (VRMs) have become a critical bottleneck because they are responsible for delivering stable, efficient power to components that operate at ever-increasing speeds and power densities.
Emerging Opportunity Trends
The increasing adoption of electric vehicles (EVs) is poised to generate substantial opportunities for companies operating within the power management integrated circuit (PMIC) market. As consumer interest in EVs continues to rise globally, this trend is becoming one of the primary drivers of growth in the PMIC sector. Governments around the world are actively encouraging the shift toward electric mobility by offering subsidies to consumers and investing heavily in the development of EV charging infrastructure. These policy measures not only make EV ownership more accessible but also create a supportive ecosystem that fosters the expansion of electric transportation.
Barriers to Optimization
The growth of the power management integrated circuit (PMIC) market faces significant challenges due to the high development costs associated with advanced PMIC technologies. Manufacturers are required to invest substantial financial resources into research and development, as well as the prototyping phases necessary to perfect specialized devices. This is particularly true for applications in electric vehicles and renewable energy systems, where the demand for cutting-edge performance and reliability pushes the complexity of PMIC design to new heights. The integration of advanced features such as Gallium Nitride (GaN) and Silicon Carbide (SiC) further escalates costs, as these materials and manufacturing processes are inherently more difficult and expensive compared to traditional silicon-based technologies.
By Product Type, the linear power supply chips hold a dominant position due to their unique ability to deliver ultra-low noise output, which is essential for the proper functioning of sensitive analog technologies. These components are critical in applications where signal integrity and clarity cannot be compromised, making them indispensable for a variety of high-precision electronic systems. Linear regulators maintain a significant market share of 22.9%, reflecting their ongoing importance despite the broader industry's push toward more energy-efficient switching regulators.
By End Users, Consumer electronics represent the foremost driver of chip consumption within the broader semiconductor market, largely due to the vast scale of personal device manufacturing worldwide. This end-user segment commands a substantial 30.9% share of chip usage, underscoring its critical importance to the industry. The primary force behind this dominance is the global smartphone market, which continues to expand rapidly as these devices become increasingly essential to daily life and work. In 2024 alone, worldwide smartphone shipments surpassed 1.2 billion units, reflecting both sustained consumer demand and ongoing technological advancements.
By End User
By Region
Geography Breakdown