消费类特殊用途逻辑 IC 市场 - 增长、趋势、COVID-19 影响和预测（2022-2027 年）

消费类专用逻辑 IC 市场预计在预测期间（2022-2027 年）以 6.1% 的复合年增长率增长。

智能手机和平板电脑在消费电子领域的广泛使用预计将提振对专用逻辑 IC 的需求，从而推动全球消费专用逻辑 IC 市场向前发展。

主要亮点

• 此外，对低成本智能手机的需求和互联网的普及推动了全球专用逻辑 IC 市场的发展。由于逻辑 IC 在非电子行业中的使用越来越多，专用逻辑 IC 的全球市场正在增长。奥迪和丰田汽车公司等领先的汽车製造商要求并提供用于车辆的电子设备，从而推动了全球专用逻辑 IC 市场。
• 根据经济产业省的数据，2021 年日本的逻辑 IC 产值估计约为 1305 亿日元。金属氧化物半导体集成电路（逻辑IC）是金属氧化物半导体集成电路（MOS IC）的一种。除逻辑IC外，该类别还包括微型计算机、存储器IC和杂项MOS IC。如此巨大的产出为特定应用的逻辑 IC 创造了增长机会。
• 根据 GSMA，到 2025 年，海湾合作委员会国家的 5G 采用率将略高于全球平均水平 (15%)（客户 5G 采用率为 16%），这在很大程度上得到了政府和移动技术合作伙伴的支持。移动运营商。此外，中东和北非地区的5G用户数量预计将达到12962万。随着 5G 的普及，预计消费类 IC 的需求将显着增长。
• 此外，COVID-19 大流行和在家工作的情况增加了对全球消费电子市场某些细分市场的需求。全球各个市场对个人电脑和笔记本电脑的需求显着增加。在大流行期间，游戏机和健身设备的销量也创下新高。例如，2020年全球对教育PC的需求增加，笔记本电脑的ASP下降。在主要使用类别中花费在 PC 上的时间显着增加，每个家庭的 PC 数量也有所增加。
• 另一方面，半导体工厂为了保证产品良率，需要在工厂气氛和特殊盒子（FOUP：Front Opening Unified Pods）中使用大量液氮来运输晶圆。另外，IC基板较薄，0.2mm以下的基板特别容易因突起而变形。因此，需要在基板收缩、贴合参数、贴合定位设备等方面进行突破，以控制基板的翘曲和厚度。

主要市场趋势

技术的快速进步有望推动市场增长

• AR 和 VR 的迅速普及正在改变游戏行业，并为 XR 市场□□创造更多机会。一些公司正在快速开发产品和解决方案，以获得强大的市场吸引力。例如，最近，VR 头戴设备 Oculus Quest 可能会通过增加手部追踪功能来改进其 VR 系统，让 VR 用户可以用手指来操纵 VR 世界。
• 游戏、电视、电子产品、信息亭、医疗保健、3D 雕刻、工程、医疗专业人士、设计师、广告商，甚至那些身体受限的人都在接受基于手势的计算。基于手势的游戏在标准游戏机之外越来越受欢迎，并且越来越多地用于青少年教育游戏。例如，“Magic Touch Math”是第一款专注于用独特手势教授数学的游戏。这样一来，手势识别就有了在传统游戏以外的领域应用的潜力。
• 根据 Snapchat 的报告，到 2025 年，全球约 75% 的人口和几乎所有智能手机用户将成为 AR 技术的频繁用户，其中超过 15 亿是千禧一代。预计这一数字将如此。根据 GSMA 的《Mobile Economy China 2021》，到 2025 年，中国将新增约 3.4 亿智能手机连接，其中中国大陆 15 亿，香港 1230 万，澳门 190 万，台湾 2570。据说十分之九连接会传播。
• 此外，据索尼称，2021 年 6 月 PlayStation 4 游戏机的全球销量达到 1.1568 亿台。此外，PlayStation 2 已成为全球最受欢迎的游戏机，全球销量达 1.5768 亿台，其中北美和欧洲销量超过 5000 万台。
• 有机 EL 技术有望显着提高图像质量，并有可能在消费类显示器中产生革命性的新效果。它通常被誉为数字显示器和屏幕的未来。例如，2022 年 4 月，LG Business Solutions 在达拉斯的 AVI-SPL 办公室发布并安装了视频“Wave Wall”，该视频与多个弯曲的有机 EL 显示器形成高清表面。视频墙配备 65 英寸 LG 交互式数字标牌板，提供行车路线。技术的不断进步以及消费电子产品的普及似乎正在推动研究目标市场的增长。
• 根据经济合作与发展组织 (OECD) 的一项研究，到 2025 年，拥有计算机的家庭数量预计将增加到 12.6247 亿。拥有一台或多台计算机的家庭称为计算机家庭。这种计算机渗透率的显着提高将为市场参与者创造机会，扩大其标准逻辑 IC 的产品组合，增加其在各个地区的存在，并增加其市场份额。

具有高增长潜力的亚太地区

• 根据中国国家统计局的数据，2022 年 4 月中国计算机成品产量约为 3266 万台。此外，根据电子和信息技术部的数据，2020 财年印度计算机硬件的产值约为 2150 亿印度卢比。预计到 2021 年将增至 2200 亿印度卢比。计算机生产上的巨额支出为本地计算机製造商和消费类专用逻辑 IC 製造商创造了扩大其产品组合的机会。
• 自 2013 年以来，印度等新兴国家的数据通信成本有所下降。因此，智能手机用户的数量正在增加。根据 ASSOCHAM 的数据，该国智能手机用户数量预计将从 2017 年的约 4.68 亿翻一番至 2022 年的 8.59 亿，复合年增长率为 12.9%。
• 此外，自 2021 年 5 月起，Google 宣布将与合作伙伴 Reliance Jio 密切合作，努力打造价格实惠的智能手机，该项目的工作正在进行中。该公司此前在 2020 年以 33,737 卢比的价格收购了 Jio Platforms 7.7% 的股份，并与 Jio Platforms 签订了商业协议，共同开发一款价格实惠的入门级智能手机。预计此类产品开发将为研发驱动的市场增长和公司增加市场份额创造机会。
• 日本旨在通过财政激励措施吸引外国公司，以确保芯片供应并解决全球芯片短缺问题。日本从海外大量进口半导体，并希望为该技术建立国内供应链。例如，2021年6月，日本与台积电签署了370亿日元的半导体研究项目，在国内开发芯片技术。包括日立高新技术在内的大约 20 家日本公司将与台积电合作开展该项目，日本政府只需支付一半以上的成本。
• 此外，印度政府 76,000 卢比的半导体和显示器製造政策有望进一步推动亚洲市场的增长。印度电子和信息技术部 (MeitY) 已开始接受公司从 2022 年 1 月起在印度设立製造工厂的申请。亚太地区半导体製造生态系统的振兴有望为研究市场提供有利可图的机会。

竞争格局

消费类专用逻辑 IC 市场是一个适度分散的市场，拥有高通公司、恩智浦半导体 NV、德州仪器公司和 Infenion Technologies 等重要参与者。产品创新、协作和收购是市场参与者经常采用的技术之一。此外，随着 IC 製造工艺的进步，新的行业参与者正在扩大他们的市场份额并扩大他们在新兴国家的公司基础，以应对许多应用。

• 2022 年 2 月 - 随着新的地缘政治和技术动态改变全球半导体业务，德国和日本的半导体材料供应商继续加强在台湾的业务。据工研院咨询所长表示，随着台积电（TSMC）不断引进新技术，日本和德国的工厂正在与台积电合作，以增强其在行业中的竞争力。您的合作。

其他好处

• Excel 格式的市场预测 (ME) 表
• 三个月的分析师支持

内容

第1章介绍

• 研究假设和市场定义
• 调查范围

第2章研究方法

第 3 章执行摘要

第 4 章市场洞察

• 市场概览
• 工业吸引力 - 波特五力分析
  • 供应商的议价能力
  • 买家的议价能力
  • 新进入者的威胁
  • 替代品的威胁
  • 竞争公司之间的敌对关係
• 技术快照
• 价值链分析
• 评估 COVID-19 对市场的影响

第5章市场动态

• 市场驱动力
  • 蓝牙、Wi-Fi 和 NFC 等通信技术的进步
  • 智能手机和笔记本电脑的普及率提高
  • 半导体的小型化
• 市场製约因素
  • 应用程序增加导致设计复杂性
  • 产品演变对需求的影响
• 市场机会
  • 物联网与人工智能的演进

第 6 章市场细分

• 细分 - 按地区
  • 中国
  • 日本
  • 台湾
  • 印度
  • 世界其他地区

第 7 章竞争格局

• 公司简介
  • Qualcomm Inc.
  • NXP Semiconductors NV
  • Texas Instruments Inc.
  • Microchip Technology Inc.
  • Infenion Technologies Ag
  • Broadcom Inc.
  • STMicroelectronics NV
  • Toshiba Corporation
  • Renesas Electronics
  • Marvell Semiconductor, Inc.
  • Intel Corporation

第8章 投资分析

第9章 将来展望

The Consumer Special Purpose Logic IC Market is expected to witness a CAGR of 6.1% during the forecast period (2022-2027). The growing use of smartphones and tablets in consumer electronics segment is driving up demand for special purpose logic ICs, which is expected to move the global market for consumer special purpose logic ICs forward.

Key Highlights

• Furthermore, demand for low-cost smartphones, combined with increasing Internet penetration, propels the worldwide special purpose logic IC market forward. The global special purpose logic IC market is growing due to the increasing use of logic ICs in industries other than electronics. Leading automotive businesses like Audi and Toyota are progressively requesting and offering electronic devices incorporated into their vehicles, driving the worldwide special purpose logic IC market forward.
• According to Ministry of Economy, Trade and Industry Japan, In 2021, the value of logic integrated circuits (ICs) produced in Japan was estimated to be around JPY 130.5 billion. Metal oxide semiconductor integrated circuits (Logic ICs) are a form of metal oxide semiconductor integrated circuit (MOS IC). This category also includes microcomputers, memory ICs, and miscellaneous MOS ICs, in addition to logic ICs. Such huge production value will create aopportunity for the Special purpose logic IC to grow.
• According to GSMA, the usage of 5G in GCC states will be slightly higher (16% customer 5G adoption) than the global average (15%) by 2025, mainly driven by governments and mobile operators with the support of mobile technology partners.​ Moreover, number of 5G subscriptions is expected to reach 129.62 million in Middle East and North African regions. With the increase in the adoption of 5g the demand for consumer special purpose IC will observe significant growth.
• The COVID-19 pandemic and work from home scenarios have also boosted the demand for certain segments in the consumer electronic market across the globe. In various global markets, demand for PCs and laptops witnessed a significant surge. Furthermore, gaming consoles & devices and fitness consumer devices witnessed record-break sales during the pandemic. For instance, in 2020, lower notebook ASPs were recorded, resulting from higher demand for consumer education PCs globally. Time spent on PCs has increased dramatically across all major usage categories, as well as the number of PCs per household.
• On the flip side, semiconductor fabs require vast amounts of liquid nitrogen to maintain the atmosphere within the facility and within specialisedsealed boxes known as front opening unified pods, or FOUPs, that are used to transport the wafers in order to assure optimal yield in the completed product.​ Further, IC substrate is thin and can easily be deformed, especially in protruding cases, when a board is less than 0.2mm thick. In order to overcome the difficulties, breakthroughs have to be made, in terms of board shrinking, lamination parameters, and layer positioning systems, in order to control substrate warpage and lamination thickness. ​

Key Market Trends

Rapid Advancements in Technology is Expected to Drive the Market's Growth

• The rapid adoption of AR and VR is transforming the gaming industry, creating more opportunities for the XR market. Several companies are making rapid developments in their products and solutions to gain robust market traction. For instance, recently, the Oculus Quest VR headset improvised its VR system by adding a hand tracking feature, which may enable the VR users to use fingers to manipulate the VR worlds.​​
• Gaming, TVs, electronics, kiosks, medical, 3D sculpting, engineering, medical experts, designers, advertisers, and even those with physical limitations are all adopting gesture-based computing. Gesture-based gaming has grown in popularity beyond standard gaming consoles, and it is increasingly being used in instructional games for youngsters. Magic Touch Math, for example, is the first game to focus on teaching arithmetic with unique gesture drawings. As a result, gesture-based recognition can be employed in areas other than traditional gaming.​
• According to a report from Snapchat, by 2025, around 75% of all the global population and almost all of the smartphone users will be frequent AR technology users, out of which more than 1.5 billion users are anticipated to be millennials. According to GSMA's Mobile Economy China 2021, China will be adding around 340 million smartphone connections by 2025, with adoption rising to 9 in 10 connections with 1.5 billion in Mainland China, 12.3 million in Hong Kong, 1.9 million in Macao, and 25.7 million in Taiwan.
• Further, according to Sony, PlayStation 4 consoles worldwide sales reached 115.68 million in June 2021. Moreover, PlayStation 2 had record sales of 157.68 million units worldwide, including over 50 million units in North America and Europe, making it the most popular video game console globally.
• OLED technology holds the promise of significantly enhanced picture quality, with the potential for innovative new consumer display presentations. It is often hailed as the future of digital displays and screens. For instance, in April 2022, LG Business Solutions has launched and installed a video "Wave Wall" with multiple curved OLED displays to form a high-definition surface at the AVI-SPL office in Dallas. The video wall features a 65-inch LG interactive digital signage board that provides wayfinding information. The continuous advancements in technology coupled with the increasing penetration of consumer electronics is likely to drive the growth of the studied market.
• According to a survey conducted by Organisation for Economic Co-operation and Development, by 2025, the number of households having a computer is expected to increase to 1,262.47 million. Homes with at least one computer are referred to as computer households. Such huge increase in the computer adoption will create aopportunity for the market players to expand their standard logic IC product portfolio and expand their presence in different regions and increase their market share.

The Asia Pacific Region is Expected to Witness a High Market Growth

• According to National Bureau of Statistics of China, China produced approximately 32.66 million completed computers in April 2022. Furthermore, according to Ministry of Electronics and Information Technology The value of computer hardware output in India was roughly INR 215 billion in fiscal year 2020. In fiscal year 2021, this is expected to rise to INR 220 billion . The value of computer hardware produced in the country has been steadily increasing.Such huge spending on the computer production will create an opportunity for the local computer and consumer special purpose logic IC manufacturers to expand their product portfolio.
• Emerging nations, such as India, have witnessed a decline in data costs since 2013. This has increased the number of smartphone users. According to ASSOCHAM, the number of smartphone users in the country is anticipated to double from around 468 million in 2017 to 859 million by 2022, registering a CAGR of 12.9%.
• Also, as of May 2021, Google announced that it is engaging closely with its partner Reliance Jio on the initiative of creating an affordable smartphone and the work is underway on the project. The company previously picked up a 7.7% stake in Jio Platforms for INR 33,737 crore in 2020 and had also entered into a commercial agreement with the Jio Platforms to jointly develop an entry-level, affordable smartphone. Product developments like these will create aopportunity for the studied market to grow and the enable the companies to expand their market share.
• Japan aims to attract overseas companies through financial incentives to secure its chip supplies and address the global shortage. Japan imports significant semiconductors from overseas and wants to build a supply chain of this technology at home. For instance, in June 2021, Japan signed off on a JPY 37-billion semiconductor research project to develop chip technology in the country with TSMC. About 20 Japanese companies, including Hitachi High-Tech Corp., will work with TSMC on the project, with the Japanese government paying just over half of the cost.
• Also, the move of the Indian government by announcing an INR 76,000 crore policy-push for semiconductor and display manufacturing is anticipated to further bolster the growth of the Asian market. The Ministry of Electronics and Information Technology (MeitY) in India started receiving applications from companies to set up manufacturing fabs in India from January 2022. The boost in semiconductor manufacturing ecosystem in the Asia Pacific region is expected to offer lucrative opportunities for the studied market.

Competitive Landscape

The Consumer Special Purpose Logic IC Market is a moderately fragmented market with the presence of significant players like Qualcomm Inc., NXP Semiconductors NV, Texas Instruments Inc., Infenion Technologies, etc. Product innovation, collaborations, and acquisitions are some of the techniques frequently employed by market players. Further, as the IC manufacturing process advances, catering to numerous applications, new industry participants are extending their market presence and expanding their corporate footprint in emerging nations.

• February 2022 - As new geopolitical and technological dynamics alter the global semiconductor business, German and Japanese semiconductor material suppliers are continuing to strengthen their presence in Taiwan. According to the Consulting Director of the Industrial Technology Research Institute (ITRI), as Taiwan Semiconductor Manufacturing Company (TSMC) continues to implement new techniques, Japanese and German factories are seeking to collaborate with TSMC in order to improve their own competitive position in the industry.
• December 2021- Samsung Electronics Co Ltd announced the merger of its mobile and consumer electronics divisions and the appointment of new co-CEOs in its significant reorganization since 2017 to streamline its structure and focus on increasing its logic chip business. In the July-September quarter, the mobile industry had an operating profit of JPY 3.36 trillion (USD 2.84 billion), compared to JPY 760 billion in consumer electronics.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

• 4.1 Market Overview
• 4.2 Industry Attractiveness - Porter's Five Forces Analysis
  • 4.2.1 Bargaining Power Of Suppliers
  • 4.2.2 Bargaining Power Of Buyers
  • 4.2.3 Threat Of New Entrants
  • 4.2.4 Threat Of Substitutes
  • 4.2.5 Intensity Of Competitive Rivalry
• 4.3 Technology Snapshot
• 4.4 Value Chain Analysis
• 4.5 Assessment of the Impact of Covid-19 on the Market

5 MARKET DYNAMICS

• 5.1 Market Drivers
  • 5.1.1 Advancements in communication technologies like Bluetooth, Wi-Fi, and NFC
  • 5.1.2 Increasing penetration of smartphones and laptops
  • 5.1.3 Miniaturization of Semiconductors
• 5.2 Market Restraints
  • 5.2.1 Increasing Design Complexity with Increasing Applications
  • 5.2.2 Constant Evolution of Products Influencing Demand
• 5.3 Market Opportunities
  • 5.3.1 Advancements in Internet of Things and Artificial Intelligence

6 MARKET SEGMENTATION

• 6.1 Segmentation - By Geography
  • 6.1.1 China
  • 6.1.2 Japan
  • 6.1.3 Taiwan
  • 6.1.4 India
  • 6.1.5 Rest of the world

7 COMPETITIVE LANDSCAPE

• 7.1 Company Profiles
  • 7.1.1 Qualcomm Inc.
  • 7.1.2 NXP Semiconductors NV
  • 7.1.3 Texas Instruments Inc.
  • 7.1.4 Microchip Technology Inc.
  • 7.1.5 Infenion Technologies Ag
  • 7.1.6 Broadcom Inc.
  • 7.1.7 STMicroelectronics NV
  • 7.1.8 Toshiba Corporation
  • 7.1.9 Renesas Electronics
  • 7.1.10 Marvell Semiconductor, Inc.
  • 7.1.11 Intel Corporation

8 INVESTMENT ANALYSIS

9 FUTURE OUTLOOK