全球智能手机PMIC（电源管理IC）行业趋势

Global Smartphone Power Management IC Industry Development

出版日期: 2022年09月01日 | 出版商:

MIC - Market Intelligence & Consulting Institute | 英文 16 Pages | 商品交期: 3-5个工作天内

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电源管理设计是模拟电路，高度依赖于製造工艺技术。当今常见的电源管理解决方案包括分立元件、PMIC（电源管理 IC）和电源模块。其中，PMIC是智能手机的核心部件。目前，PMIC 广泛用于智能手机和消费电子产品。随着智能手机处理器的发展转向更先进的製造工艺，高精度、高效率的 PMIC 和功率半导体元件的重要性与日俱增。

在本报告中，我们分析了全球智能手机用PMIC（电源管理IC）的行业趋势，包括行业最新趋势、供应链的基本结构和趋势（智能手机应用处理器、智能手机、智能手机用PMIC） ), 中文我们将汇总并提供智能手机的PMIC供应商趋势等信息。

内容

第 1 章全球 PMIC 行业概述

世界 PMIC 产值
- WSTS：由于 COVID-19 期间 IC 短缺，通用 PMIC 出货量在 2021 年修订了 3 次
全球 PMIC 市场趋势（2021 年）
- 超过 60% 的 PMIC 市场由美国、欧洲和日本的垂直整合设备製造商主导
- 个性化应用市场需求持续增长，出货量逐年增加
- PMIC 不足仍将是 2022 年下半年的一个问题

第二章智能手机PMIC产业结构与商业模式

智能手机的PMIC产业供应链
将智能手机的 PMIC 捆绑作为一种营销策略
- 智能手机应用处理器供应商：高通、联发科
- 智能手机品牌：三星、苹果
- 智能手机 PMIC 供应商
中国PMIC供应商趋势
- 中国供应商主要生产用于消费电子和 OEM 电器的中低价位 PMIC
- 中国智能手机品牌投资南芯半导体备受关注

第 3 章：智能手机用 PMIC 的行业趋势

5G 智能手机对 PMIC 的需求
主要智能手机品牌的PMIC处理技术介绍情况
- 12 英寸晶圆生产的成本效益

第四章MIC视角

对 PMIC 的需求激增和芯片短缺将推动使用 12 英寸晶圆的 PMIC 生产
PMIC产能缺口持续拉大，助力中国模拟IC/PMIC供应商崛起

附录

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公司名单

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Product Code: SCRPT22090101

The power management design is an analog circuit and is highly dependent on the manufacturing process technology. The current common solutions for power management include discrete components, PMIC (Power Management Integrated Circuits), and power modules. Among them, PMICs are the core component of smartphones. At present, PMICs are mostly used in smartphones and consumer electronics products. With the development of smartphone processors shifting towards more advanced manufacturing processes, high-precision, high-efficiency PMICs, and power semiconductor components have become increasingly important. This report provides an overview of the global PMIC industry and market development, looks into the development of the smartphone PMIC industry and its supply chain, comprising smartphone application processors, smartphones, and smartphone PMIC, and examines the development of Chinese smartphone PMIC suppliers.

1. Overivew of the Global PMIC Industry

1.1 Global PMIC Production Value
- 1.1.1 WSTS Revises General-purpose PMIC Shipment Value Three Times in 2021 Due to IC Shortage amid COVID-19
1.2 Development of the Global PMIC Market in 2021
- 1.2.1 Over 60% of Power Management IC Market Dominated by US, European, and Japanese Integrated Device Manufacturers
- 1.2.2 Market Demand for Individual Applications Keep Growing with Shipment Volume Increasing Year-by-year
- 1.2.3 The Shortage of PMICs Remains an Issue in 2H 2022

2. Smartphone PMIC Industry Structure and Business Model

2.1 Smartphone PMIC Industry Supply Chain
2.2 Smartphone PMIC Bundles as a Marketing Strategy
- 2.2.1 Smartphone Application Processor Supplier: Qualcomm and MediaTek
- 2.2.2 Smartphone Brands: Samsung and Apple
- 2.2.3 Smartphone PMIC Suppliers
2.3 Development of Chinese PMIC Suppliers
- 2.3.1 Chinese Suppliers Produce Mainly Mid-to-Low PMICs for Consumer Electronic and White-label Home Appliance
- 2.3.2 Chinese Smartphone Brands' Investment into Southchip Semiconductor Gains Attention

3.Development of Smartphone PMIC

3.1 The Demand for 5G Smartphone PMICs
3.2 PMIC Process Technology Adoption of Leading Smartphone Brands
- 3.2.1 Cost Effectiveness of 12" Wafer Production

4.MIC Perspective

4.1 Demand for PMIC Surges and Chip Shortage Promotes Manufacturing of PMICs Using 12" Wafers
4.2 PMIC Capacity Gap Keeps Widening to Contribute to the Rise of Chinese Analog IC/PMIC Suppliers

Appendix

Glossary of Terms
List of Companies

List of Tables

Table 1 Smartphone Customers and Investers of Southchip Semiconductor
Table 2 Cost Comparison of PMICs Fabricated Using TI's 8-inch Wafers and 12-inch Wafers

List of Figures

Figure 1 Global Total Production Value of General-purpose Analog Chips and Their Market Share in 2021
Figure 2 Global General-purpose PMIC Shipment Value, 2017-2024
Figure 3 PMIC Industry Supply Chain Ecosystem
Figure 4 Global General-purpose PMIC Shipment Volume, 2015-2021
Figure 5 Smartphone PMIC Upstream Market Suppliers
Figure 6 5G Smartphones and Their PMIC Configuration Requirement
Figure 7 PMIC Process Technology Nodes of Leading Smartphone Brands

简介目录图表

List of Topics

Development of the global PMIC (Power Management IC) industry, touching on its production value and volume

Development of smartphone PMIC industry and includes its supply chain and the development of leading industry players by supplier, comprising smartphone application processor suppliers, smartphone brands, and smartphone PMIC suppliers