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半导体生产设备半导体市场

市场调查报告书

商品编码

1798091

全球工业半导体市场：成长机会（2024-2029）

Growth Opportunities in the Industrial Semiconductors Market, Global, 2024-2029

出版日期: 2025年07月22日 | 出版商:

Frost & Sullivan | 英文 50 Pages | 商品交期: 最快1-2个工作天内

价格

简介目录

永续性、数位转型、人工智慧和连接性的整合将推动工业半导体市场对人工智慧晶片组和复合半导体等特殊半导体的需求。

用于工业领域的半导体装置称为工业半导体。「工业」一词含义广泛，但具体应用包括工业自动化系统（PLC、SCADA、马达驱动器等）、航太和国防、医疗保健、教育、能源（包括绿色能源和电动车充电）以及其他领域。

目前工业半导体市场的疲软主要是因为全球宏观经济情势导致客户公司库存耗尽，造成需求疲软和销售下降。

不过，一些市场参与企业预计情况将在 2024 年底或 2025 年中期有所改善，此后工业半导体市场将再次进入成长阶段。

人工智慧、数位转型、互联互通、人工智慧与互联互通的融合以及永续性等大趋势预计将推动 2025 年后市场成长。

本报告旨在从收益角度估算市场 SAM，并确定未来五年将影响市场未来的趋势。

市场收益仅代表新晶片的销售额，不包括翻新零件的销售额。

本研究分析了全球范围内的工业半导体市场，并按地区细分如下：

北美洲（美国、加拿大）、拉丁美洲（巴西、墨西哥、阿根廷、中美洲和南美洲）、其他（加勒比海群岛等）
欧洲、中东和非洲 (EMEA)（包括俄罗斯）
亚太地区：包括西太平洋沿岸国家、印度支那、太平洋岛屿和中亚

三大战略要务对全球工业半导体产业的影响

颠覆性技术

为什么
半导体产业正在探索硅以外的技术和材料，以解决开发下一代设备时面临的功率、性能和麵积挑战，从而满足永续性等大趋势。
正在开发 SiC、氮化镓 (GaN)、环栅 (GaAs) 电晶体和磷化铟 (InP) 等复合半导体材料，以促进功率和射频产品的进步，并且正在积极推行硅光电技术来解决计算挑战。
前景
上述材料和技术平台处于研发和商业性成熟的不同阶段，到 2025 年，预计硅以外材料的利用和新计算技术的采用将呈现强劲势头。
减少作为新兴技术领导者的竞争。
没有必要单独生产替代技术或更先进的技术。

内部挑战

原因
技能短缺正在广泛影响半导体产业，因为在整个设计和製造过程中，上市时间和成本变得越来越具有挑战性。在工业半导体市场，针对各种应用的客製化设计需求加剧了这个问题。
因此，设计工程师必须处理大量请求，同时努力保持竞争力。
观点
EDA 解决方案必须发挥更大的作用。用软体解决方案来弥补技能短缺并非易事。设计和製造流程中的工程师需要获得 AI 赋能的设计能力，使他们能够应对挑战，同时提供端到端的设计测试和高品质的生产力。
需要 STEM倡议来增强新一代劳动力的能力，并且产业必须与学术机构合作，投资基础设施、教育和培训，以确保半导体产业的职业成功。

地缘政治混乱

为什么
疫情后的供应链中断凸显了半导体产业对南亚地区的过度依赖。
各国正大力国有化其半导体产业，引发自给自足和技术优势的竞赛。
贸易战（例如美国与中国）以及跨行业制裁和关税的实施对功率半导体供应链产生了负面影响。
俄乌战争、台海衝突等事件导致国际市场不稳定。
观点
本产业需要一个连结价值链各部分的电子生态系。
半导体世界/生态系统如此庞大，完全自给自足并不是一个可行的目标。
西方国家无法与亚洲国家的成本优势相抗衡，因此他们不应该选择回流，而应该专注于友好国家和近岸国家，以享受成本效益。
建立功率半导体晶片的后端和晶圆厂可能有助于确立在半导体供应链中的地位。

主要竞争对手

世界

Analog Devices
Fuji Electric
Infineon Technologies
Microchip Technology
MINEBEA MITSUMI Inc.
Mitsubishi Electric
Navitas Semiconductor
Nexperia
Onsemi
Power Integrations
Renesas Electronics
ROHM
Sanan IC
Semikron-Danfoss
STMicroelectronics
Texas Instruments
Toshiba Electronic Devices
Transphorm
Vincotech GmbH
Vishay Intertechnology
Wolfspeed

亚太地区

Actron Technology Corp.
BYD Semiconductor
CR Micro
Fuji Electric
Innoc Semiconductor
KEC Corporation
Kyocera
Leapers Semiconductor
Magnachip
MINEBEA MITSUMI Inc.
Mitsubishi Electric
Power Master Semiconductor
Renesas Electronics
ROHM
Sanan IC
Sanken Electric
SemilQ
Silan Microelectronics
SIRETEXFIR Corp.
Star Semiconductor Corp.
Toshiba Electronic Devices
WeEn Semiconductors

欧洲、中东和非洲

CambridgeGaN Devices
Diotec Semiconductor AG
Dynex Semiconductor Ltd.
Infineon Technologies
Nexperia
Robert Bosch
Semikron-Danfoss
STMicroelectronics
Vincotech GmbH
VisIC Technologies

美洲

Alpha and Omega
Semiconductor
C&H Technology Inc.
Diodes Inc.
Efficient Power Conversion
Litefuels
MaxPower Semiconductor
Microchip Technology
Navitas Semiconductor
Onsemi
Polar Semiconductor
Power Integrations
Power Semiconductors Inc.
Powerex Inc.
Oorvo
SiPower Inc.
Texas Instruments
Transphorm
Vishay Intertechnology
Wolfspeed

驱动程式

永续性
数位转型
边缘设备
製造业投资重拾动力

成长抑制因素

宏观经济情景

儘管2023年工业领域收益有所下降，但到2023年，该领域仍将贡献半导体装置市场总收益的13.7%。随着后疫情时代工业应用的蓬勃发展，该领域凭藉连续两年的收入成长势头，预计来年将实现成长。然而，始于2023年下半年的宏观经济衰退持续影响工业领域。因此，上半年工业和市场库存水准依然高企。此外，地缘政治的不确定性以及由此导致的投资环境恶化，也推迟了明年预期的需求復苏。

技术人员短缺

技能人才短缺对整个半导体产业产生了重大影响，引发了人们对产品上市时间和设计和製造环节成本控制的担忧。由于工业半导体市场应用范围广泛，设计客製化需求旺盛，此问题在工业半导体市场中进一步凸显。

上市时间和高昂的设计成本

随着製程节点的不断缩小，设计下一代半导体元件的挑战日益严峻，这实际上考验着半导体技术的物理和科学极限。因此，产品开发成本更高、耗时更长。业界对评估研发投资的长期商业可行性也愈发重视。小型、边缘计划可能会被搁置，从而错失推动创新的机会。

成长指标
成长动力
成长抑制因素
预测考虑因素
收益预测
终端市场收益预测
半导体装置销售额预测
各地区收益预测
收益预测分析
大趋势一：製造业的人工智慧
大趋势二：永续性：创新到零
收益分享
2024 年终端市场收益占有率
收益份额分析

产业系统·机械本部：成长的原动力

成长指标
收益预测
半导体装置销售额预测
收益预测分析

能源产业推动成长

成长指标
收益预测
半导体装置销售额预测
预测分析
预测分析
预测分析 - 电动车无线充电系统和方法

航太和国防部门推动成长

成长指标
收益预测
半导体装置销售额预测
预测分析

医疗领域推动成长

成长指标
收益预测
半导体装置销售额预测
预测分析

其他产业推动成长

成长指标
收益预测
半导体装置销售额预测
预测分析

工业半导体市场的成长机会

成长机会1：铁路
成长机会二：人工智慧辅助测试
成长机会3：电动车充电

附录与后续步骤

简介目录

Product Code: K8EC-30

Sustainability, Digital Transformation, and the Convergence of AI and Connectivity will Drive Demand for Specialty Semiconductors, Such as AI Chipsets and Compound Semiconductors, in the Industrial Semiconductor Market

Semiconductor devices used in the industrial sector are referred to as industrial semiconductors. While the term "industrial" is very broad, the specific applications in scope include industrial automation systems (such as PLCs, SCADA, and motor drives), as well as aerospace and defense, healthcare, education, energy (including green energy and EV charging), and other sectors.

Current weaknesses in the industrial semiconductor market are primarily attributed to the global macroeconomic scenario, which has led to inventory depletion at customer sites. Consequently, demand has been low, resulting in a decline in sales.

However, some market participants expect the situation to improve by the end of 2024 or by mid-2025, after which the market for industrial semiconductors is expected to enter a growth phase once again.

In 2025 and beyond, market growth will be fueled by megatrends such as AI, digital transformation, connectivity, the convergence of AI and connectivity, and sustainability.

The report aims to estimate the SAM of the market from a revenue perspective and further identifies the trends that will shape the future of the market in the next five years.

The market revenues only represent sales of new chips; they exclude sales of refurbished components.

The study provides a global analysis of the industrial semiconductor market, with segmentation by the following regions:

The Americas, which includes North America (the United States and Canada), Latin America (Brazil, Mexico, Argentina, and Central and South America), and others (e.g., the Caribbean Islands)
Europe, the Middle East, and Africa (EMEA), including Russia
Asia-Pacific (APAC), which includes countries on the western border of the Pacific Ocean, those on the Indo-Chinese Peninsula and the Pacific Islands, and in Central Asia

The Impact of the Top 3 Strategic Imperatives on the Global Industrial Semiconductors Industry

Disruptive Technologies

Why
The semiconductor industry is exploring technologies and materials beyond silicon to meet the power, performance, and area challenges of developing devices for next-gen applications that address megatrends like sustainability.
Compound semiconductor materials like SiC, gallium nitride (GaN), gate-all-around (GaA) transistors, and indium phosphide (InP) are being developed for advancing power and RF products. Silicon photonics technology is being actively pursued to solve computing challenges.
Frost Perspective
The material and technology platforms mentioned above are at various stages of R&D and commercial maturity. In 2025, there will be more momentum for leveraging materials beyond silicon and for adopting new computing technologies for two reasons:
To reduce the race to be a leader in emerging technologies.
Alternative and superior technologies need not be manufactured in isolation.

Internal Challenges

Why
The skill shortage issue widely impacts the semiconductor industry as time-to-market and cost issues increase across design and manufacturing processes. In the industrial semiconductor market, this problem is amplified mainly because of the need for design customization at scale driven by the sheer breadth of applications.
As a result, design engineers are required to handle a large volume of requests while striving to remain competitive.
Frost Perspective
EDA solutions need to play a larger role. Overcoming skill shortages with software solutions is not an easy approach. Engineers working across design and manufacturing processes need to be empowered with AI-powered design, allowing and enabling them to tackle challenges while providing end-to-end design testing and quality productivity.
STEM initiatives are needed to boost new workforce generation, and industries need to partner with academic institutions and invest in infrastructure, education, and training for successful careers in the semiconductor industry.

Geopolitical Chaos

Why
Post-pandemic supply chain disruptions highlighted the semiconductor industry's overreliance on the South Asian region.
Countries are intensively having nationalized semiconductor industries, sparking a race for self-sufficiency and technological dominance.
Trade wars (e.g., the US vs. China) and the imposition of sanctions and tariffs across industries have negatively impacted power semiconductor supply chains.
The Russo-Ukrainian War and China-Taiwan conflict destabilized international markets.
Frost Perspective
The industry needs an electronics ecosystem that connects all parts of the value chain.
The global ecosystem for semiconductors is so extensive that making it completely self-sufficient is not a viable goal.
Western countries cannot compete with Asian countries' cost advantages. Instead of reshoring, Western countries should focus on friend-shoring and near-shoring to reap cost benefits.
Establishing back and fabs for power semiconductor chips will help make their position in the semiconductor supply chain.

Key Competitors

Global

Analog Devices
Fuji Electric
Infineon Technologies
Microchip Technology
MINEBEA MITSUMI Inc.
Mitsubishi Electric
Navitas Semiconductor
Nexperia
Onsemi
Power Integrations
Renesas Electronics
ROHM
Sanan IC
Semikron-Danfoss
STMicroelectronics
Texas Instruments
Toshiba Electronic Devices
Transphorm
Vincotech GmbH
Vishay Intertechnology
Wolfspeed

APAC

Actron Technology Corp.
BYD Semiconductor
CR Micro
Fuji Electric
Innoc Semiconductor
KEC Corporation
Kyocera
Leapers Semiconductor
Magnachip
MINEBEA MITSUMI Inc.
Mitsubishi Electric
Power Master Semiconductor
Renesas Electronics
ROHM
Sanan IC
Sanken Electric
SemilQ
Silan Microelectronics
SIRETEXFIR Corp.
Star Semiconductor Corp.
Toshiba Electronic Devices
WeEn Semiconductors

EMEA

CambridgeGaN Devices
Diotec Semiconductor AG
Dynex Semiconductor Ltd.
Infineon Technologies
Nexperia
Robert Bosch
Semikron-Danfoss
STMicroelectronics
Vincotech GmbH
VisIC Technologies

Americas

Alpha and Omega
Semiconductor
C&H Technology Inc.
Diodes Inc.
Efficient Power Conversion
Litefuels
MaxPower Semiconductor
Microchip Technology
Navitas Semiconductor
Onsemi
Polar Semiconductor
Power Integrations
Power Semiconductors Inc.
Powerex Inc.
Oorvo
SiPower Inc.
Texas Instruments
Transphorm
Vishay Intertechnology
Wolfspeed

Growth Drivers

Sustainability.
Digital Transformation.
Edge Devices.
Manufacturing Investments to Regain Momentum:

Growth Restraints

Macro-economic Scenario:

The industrial sector contributed 13.7% of the total semiconductor devices market revenue in 2023 despite a decline in revenues in the same year. The sector was poised for growth in the following years, riding the momentum of two consecutive years of revenue growth, as industry implementation in the post-pandemic world gained steam. However, a weak macroeconomic situation, which began in late 2023, continued to impact the industrial sector. As a result, inventory levels in industrial and markets remained high in the first half. Furthermore, an expected revival of demand in the following year has been delayed due to uncertainty surrounding geopolitics and a resulting weaker investment climate.

Lack of Skilled Resources:

The shortage of skilled talent significantly impacts the overall semiconductor industry, with concerns over time-to-market and cost management increasing across both design and manufacturing processes. In the Industrial semiconductor market, this problem is further amplified because the need for design customization is large due to the high volume of applications in this sector.

High Time-to-market and Design Costs:

The challenges in designing next-generation semiconductor devices are increasing due to shrinking process nodes, effectively testing the physical and scientific limits of semiconductor technology. As a result, developing products is becoming expensive and time-consuming. The industry is becoming very stringent in assessing the long-term commercialization prospects of research investments. Smaller branch projects are likely to be shelved, thus missing opportunities to drive new innovations.

Research Scope

Scope of Analysis
Product Segmentation
Segmentation by End-User Vertical

Growth Environment: Transformation in the Industrial Semiconductors Market

Why is it Increasingly Difficult to Grow?
The Strategic Imperative 8™
The Impact of the Top 3 Strategic Imperatives on the Global Industrial Semiconductors Industry