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市场调查报告书
商品编码
1360029
全球类比积体电路市场 - 2023-2030Global Analog Integrated Circuits Market - 2023-2030 |
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全球类比积体电路市场2022年达到886亿美元,预计2030年将达到1,302亿美元,2023-2030年预测期间复合年增长率为7.4%。
类比 IC 用于电源管理和能源效应用,随着人们对节能和永续性的日益关注,对 IC 的需求正在优化电源使用。不断增长的消费性电子产品需求正在推动对类比积体电路 (IC) 的需求,类比积体电路 (IC) 常见于智慧型手机和智慧家电等产品中。
不断增加的 5G 技术投资导致网路普及率和资料传输速度大幅提高。 GSMA预测,到2025年,5G网路将覆盖全球三分之一的人口。智慧型手机电池效率和有效电源利用率已成为推动 5G 无线蜂窝网路电源管理类比 IC 扩展的主要因素。
预计北美在预测期内将以极快的速度发展,到 2022 年约占全球积体电路市场的 1/4。拥有众多技术和创新中心,如加州的硅谷、波士顿-剑桥技术集群等,位于北美,吸引了半导体研发方面的大量投资,从而生产了尖端的类比积体电路(IC)。
随着智慧型手机对先进功能的需求不断增加,例如更高的相机品质、扩增实境(AR)、虚拟实境和改进的音讯功能,而这些功能都是透过模拟IC 实现的,这刺激了对日益先进的IC 的需求。可以优化电源管理和功耗的类比 IC 有助于延长电池寿命,这是智慧型手机的关键卖点。
例如,2023 年8 月31 日,用于节能智慧系统的类比和电源管理积体电路製造商Halo MicroElectronics 推出了HL7095,这是一款I2C 控制的单节电池充电器,配有两个LDO 和这种先进的锂离子电池充电器具有功率 FET、电源路径管理和反向升压功能。它专为各种应用而设计,包括穿戴式装置、智慧型手机、平板电脑、行动电源和其他便携式电子产品。
半导体製造技术的进步使得能够将更多组件整合到单一晶片上,从而产生更小、更节能和更具成本效益的类比 IC,并且不断推动类比 IC 变得更节能,以延长电池寿命。对电池供电设备的需求增加。量子运算和光子电路等新兴技术的进步可能会为类比 IC 的发展带来新的机会。
例如,2022年6月23日,澳洲量子运算製造商硅量子运算公司取得重大突破,宣布推出全球首个原子级积体电路,该原子级积体电路作为类比量子处理器,已交付两颗。比计划提前了几年。它使 SQC 能够准确地模拟分子的量子态,证明了其量子系统建模技术的有效性。
具有不同专业领域的公司聚集在一起,他们可以创建更全面的解决方案。例如,一家公司可能擅长低功耗设计,而另一家公司则专注于高效能类比电路。透过合作,他们可以将这些优势整合到单一产品中。类比 IC 通常必须满足严格的监管标准,特别是在医疗设备或汽车等安全关键型应用中。协作可以帮助公司更有效地应对这些法规。
例如,2022 年5 月21 日,东芝电子元件及储存装置株式会社和日本半导体公司共同开发了一款用于汽车应用的带有嵌入式非挥发性记忆体(eNVM) 的多功能模拟平台,该平台基于0.13 微米世代,结合了类比单晶片上的积体电路和 eNVM。它提供针对汽车模拟电路最佳化的各种製程和装置,满足与额定电压、性能、可靠性和成本相关的要求。
类比电路可能会变得复杂,尤其是在处理精密模拟功能时,这种复杂性可能会导致设计和製造成本增加。与数位电路相比,类比电路通常对製造製程变化更敏感。元件值或製造公差的微小变化都会影响性能。类比电路容易受到杂讯、干扰和电源电压波动的影响。
由于电阻、电容和电感等因素,类比讯号在通过电线和组件时可能会降级。可能需要讯号调节来补偿讯号损失。类比电路在其可执行功能的复杂性方面有其限制。复杂的数位处理任务更适合数位 IC。电阻器和电容器等类比元件会随着时间的推移而退化,从而影响电路性能和可靠性。
Global Analog Integrated Circuits Market reached US$ 88.6 billion in 2022 and is expected to reach US$ 130.2 billion by 2030, growing with a CAGR of 7.4% during the forecast period 2023-2030.
Analog ICs are used for power management and energy-efficiency applications and with a growing focus on energy conservation and sustainability the demand for the ICs is optimizing the power usage. Rising consumer electronics demand is driving up demand for analog integrated circuits (ICs), which are frequently seen in products like smartphones and smart home appliances.
Rising 5G technology investments have led to greatly increased internet penetration and data transfer speeds. By 2025, the GSMA predicts that one-third of the world's population will be covered by 5G networks. Smartphone battery efficiency and effective power utilisation have emerged as major elements contributing to the expansion of analog ICs for power management in 5G wireless cellular networks.
North America is expected to develop at an excellent pace during the forecast period, making up around 1/4th of the global integrated circuits market in 2022. Numerous technological and innovation hubs, like Silicon Valley in California, the Boston-Cambridge tech cluster and others, are located in North America, attracting major investments in semiconductor research and development, resulting in the production of cutting-edge analogue integrated circuits (ICs).
As there is an increasing need for advanced features in smartphones, such as greater camera quality, augmented reality (AR), virtual reality and improved audio capabilities and these functionalities are made possible by analog ICs, which fuel the desire for increasingly advanced ICs. Analog ICs that can optimize power management and consumption contribute to longer battery life, which is a key selling point for smartphones.
For instance, on 31 August 2023, Halo Microelectronics, a manufacturer of analog and power management integrated circuits for energy-efficient smart systems, unveiled the HL7095, an I2C-controlled single-cell battery charger with two LDOs and this advanced Li-ion battery charger features power FETs, power-path management and a reverse boost function. It's designed for various applications, including wearables, smartphones, tablets, power banks and other portable electronics.
Advancements in semiconductor manufacturing technology have enabled the integration of more components onto a single chip leading to smaller, more power-efficient and cost-effective Analog ICs and there is an ongoing drive to make Analog ICs more power-efficient to increase battery life as the need for battery-powered devices increases. Advancements in emerging technologies like quantum computing and photonic circuits may lead to new opportunities for Analog IC development.
For instance, on 23 June 2022, Australian quantum computing manufacturer, Silicon Quantum Computing achieved a major breakthrough by announcing the world's first integrated circuit manufactured at the atomic scale and this atomic-scale integrated circuit serves as an analog quantum processor and has been delivered two years ahead of schedule. It allows SQC to accurately model the quantum states of molecules, demonstrating the validity of their technology for quantum systems modeling.
Companies with different areas of expertise come together, they can create more comprehensive solutions. For instance, one company might excel in low-power design, while another specializes in high-performance analog circuits. Collaborating allows them to combine these strengths into a single product Analog ICs must often meet strict regulatory standards, especially in safety-critical applications like medical devices or automotive. Collaboration can help companies navigate these regulations more effectively.
For instance, on 21 May 2022, Toshiba Electronic Devices & Storage Corporation and Japan Semiconductor Corporation jointly developed a versatile analog platform with embedded non-volatile memory (eNVM) for automotive applications and this platform, based on the 0.13-micron generation, combines analog integrated circuits and eNVM on a single chip. It offers various processes and devices optimized for automotive analog circuits, addressing requirements related to rated voltage, performance, reliability and cost.
Analog circuits can become complex, especially when dealing with precision analog functions and this complexity can lead to increased design and manufacturing costs. Analog circuits are often more sensitive to manufacturing process variations compared to digital circuits. Small changes in component values or manufacturing tolerances can affect performance. Analog circuits are susceptible to noise, interference and fluctuations in power supply voltage.
Analog signals can degrade as they travel through wires and components due to factors like resistance, capacitance and inductance. Signal conditioning may be required to compensate for signal loss. Analog circuits have limitations in terms of the complexity of functions they can perform. Complex digital processing tasks are better suited for digital ICs. Analog components, such as resistors and capacitors, can degrade over time, affecting circuit performance and reliability.
The global analog integrated circuits market is segmented based on product, application, end-user and region.
In 2022, general-purpose ICs are expected to be the dominant segment in the global market covering around 1/3rd of the market. The development of more energy-efficient and higher-performing integrated circuits which as a result has advancement in the process of manufacturing semiconductors and has a wide range of applications. As there is growing demand for general purpose integrated circuits because it has many applications like consumer electronics and also in automative systems.
For instance, on 20 March 2023, Texas Instruments (TI) introduced the industry's first stand-alone active electromagnetic interference (EMI) filter integrated circuits (ICs) and these ICs enable engineers to implement smaller, lighter EMI filters while meeting EMI regulatory standards and they sense and cancel common-mode EMI by up to 30 dB at frequencies between 100 kHz and 3 MHz in AC power systems.
Asia-Pacific is the fastest growing as well as dominant region in the global analog integrated circuits market covering more than 1/3rd of the market. Asia-Pacific is among the largest regions in the global analog integrated circuits market and China and India are leading the way in Asia-Pacific automobile market, which is expanding significantly. Analog ICs are crucial for advanced driver-assistance systems, in-car entertainment and engine control units. Some governments in the region are heavily investing and also promoting semiconductor manufacturing.
For instance, on 5 September 2023, a large state-backed investment fund will soon be launched in China with a goal of raising US$ 40 billion to support the country's semiconductor industry and this program is a component of China's larger plan to narrow the technology gap with U.S. and other nations around the world. The fund is expected to be the largest among the three established by the China Integrated Circuit Industry Investment Fund, often referred to as the Big Fund.
The major global players in the market include: Samsung, Intel Corporation, Qualcomm Technologies, Inc., Texas Instruments, SK Hynix, NVIDIA, Avago Technologies, Micron Technology, Inc., AMI Semiconductor and Toshiba Electronic Devices & Storage Corporation.
The pandemic disrupted global supply chains, affecting the production and availability of electronic components, including analog ICs. Many semiconductor manufacturing facilities faced temporary closures or reduced capacity, leading to supply shortages. Lockdowns and remote work/learning measures in place, there was a surge in demand for consumer electronics, including laptops, tablets and gaming consoles and this increased demand for analog ICs used in these devices.
The pandemic also led to increased demand for certain types of ICs. With the shift to remote work and online activities, there was a surge in demand for laptops, tablets and other devices, driving the need for ICs used in these products. As there was a decrease in demand for ICs used in industries hit hardest by the pandemic, such as automotive. As car manufacturing slowed down, the demand for automotive ICs decreased.
The pandemic highlighted vulnerabilities in the semiconductor supply chain, prompting companies to invest in supply chain resilience and consider reshoring semiconductor manufacturing. Analog ICs are used in various industrial automation and control systems. The pandemic accelerated digital transformation efforts in industries like manufacturing, leading to increased demand for analog ICs in these applications.
AI can assist in optimizing the design of analog ICs. AI algorithms can explore a vast design space more efficiently than traditional methods, leading to improved performance, reduced power consumption and smaller form factors and this can be especially valuable for applications like IoT devices, wearables and smartphones where power efficiency and miniaturization are critical. Electronic Design Automation (EDA) tools, which are essential for IC design, are increasingly incorporating AI-driven features.
Analog circuits are notoriously challenging to test and verify due to their continuous nature. AI can aid in automating this process by simulating various scenarios and identifying potential issues. Machine learning algorithms can assist in analyzing testing data more effectively, improving the reliability of analog ICs. AI can enable self-calibration mechanisms in analog ICs and these ICs can continuously monitor their own performance and adjust parameters to compensate for aging or environmental changes, ensuring long-term stability and accuracy.
For instance, on 19 September 2023, SandBox Semiconductor launched a new product as part of its process development platform, SandBox Studio AI. The platform employs physics-based, AI-enabled modeling to aid in the development of semiconductor manufacturing processes. In the semiconductor industry, optimizing manufacturing processes for advanced chip designs with high yield and reliability is a significant challenge.
Governments involved in the conflict might impose export restrictions on certain technologies or materials, which could impact the availability of critical components used in Analog IC manufacturing. Companies that assemble electronic devices, such as smartphones, computers and automotive manufacturers, may face challenges in securing an adequate supply of Analog ICs and this, in turn, could affect their production schedules.
Currency fluctuations driven by geopolitical events can impact the cost of importing or exporting Analog ICs, potentially affecting pricing and profit margins. Research and development projects involving Analog ICs might not get investment due to the region's ongoing instability and instability. The semiconductor industry is also highly integrated globally and disruptions there can have impact across the entire supply chain.
The global analog integrated circuits market report would provide approximately 61 tables, 60 figures and 201 pages.
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