当前传感器市场 - COVID-19 的增长、趋势、影响和预测 (2023-2028)

目前的传感器市场预计在预测期内以 8% 的复合年增长率增长。

市场是由电池供电和可再生能源应用的快速增长推动的。 智能手机和平板电脑等移动设备需要更小的外形尺寸和更低的功耗。 作为预测电池寿命和保护电路和 Li+ 电池免受过流情况影响的高精度、超低功耗解决方案，电流传感器的需求量很大。 开环传感器通常用于电池供电应用。 它们比闭环传感器消耗更少的功率，并且更能容忍过载。

主要亮点

• 近年来，工业、汽车、商业和电信领域对低成本、高精度和小电流传感器的需求不断增加。 新的设计理念和先进技术的系统化使用，使得进一步提高IC性能成为可能。 将电源保护等附加功能集成到同一电流传感器 IC 中也为新产品方法打开了大门。
• 电池供电和可再生能源应用的增加正在推动市场发展。 智能手机和平板电脑等移动设备需要体积更小、功耗更低。 电流传感器用于提供高精度、超低功耗的解决方案，用于估算电池寿命并保护电路和 Li+ 电池免受过流情况的影响。
• 预计在预测期内，智能手机的日益普及将推动对电流传感器的需求。 例如，据爱立信预测，2021年全球智能手机用户将达到62.59亿，预计2027年将达到76.9亿。
• 此外，对世界能源需求的日益关注以及环保意识的全面提高正在推动电力电子应用的设计人员不断提高效率。 智能电网、并网光伏 (PV) 和其他并网可再生能源系统的出现需要高效逆变器的增长。 根据国际能源署 2050 年净零排放情景，到 2030 年将有 3 亿辆电动汽车投入使用，占新车销量的 60% 以上（2020 年仅为 4.6%）。 由于电流传感器在 EV 和 HEV 中的广泛使用，预计汽车终端用户将继续成为未来电流传感器市场增长的重要因素之一。
• IoT 和 IIoT 的大规模商业化正在推动市场发展。 据爱立信称，到 2023 年，蜂窝物联网连接数预计将达到 35 亿。 随着传统製造业的数字化转型，物联网正在催生下一场智能连接的工业革命。 这正在改变行业处理日益复杂的系统和机器以提高效率和减少停机时间的方式，为当前传感器市场的增长创造了良好的前景。
• 但是，与产品开发和电流传感器集成相关的高成本和技术限制，以及针对高压尖峰、高温和电流条件的电流传感器法规，对所研究市场的增长构成了挑战。是一些主要因素
• 但是，COVID-19 的情况对运输和送货服务产生了重大影响。 大多数汽车製造商、消费电子产品製造商和一级供应商不得不关闭或减产，从而减少了对汽车和消费电子产品中使用的半导体和传感器的需求。 但随着经济重新开放和商业恢復正常，市场开始反弹。 这些传感器有望通过增加各行业的需求并进一步推动市场增长来推动市场增长。

主要市场趋势

汽车行业占有较大的市场份额

• 随着汽车技术的进步，各国都鼓励生产电动汽车。 电动汽车的复杂架构图通常包含多个电流传感器。 无刷 (BLDC) 电动机的控制也需要电流传感器。 宝马和大众等电动汽车使用这种电流装置进行电机控制。
• 电流传感器通常用于电池电流监控、光伏逆变器以及驱动中型和全混合动力电动汽车牵引电机的电源逆变器。 CMOS 霍尔效应磁传感器集成了先进的功能并提供高电平输出信号能力。 它还包括可编程存储器、微控制器逻辑和自定义校准输出。 还可以实施标准接口，以促进与 EV 中其他电路的通信。
• 此外，混合动力电动汽车 (HEV) 作为环保汽车正迅速普及，它使用复杂的电子电路来控制车内的电能流动。 在单电机 HEV 中，电机与内燃机一起作为牵引电机或发电机在再生製动期间为电池充电。 典型的 HEV 具有各种需要电流传感器以最高效率运行的系统，例如交流电机和 DC-DC 转换器应用。 根据美国能源部的数据，2021 年，HEV 销量将同比增长约 76%。
• Allegro MicroSystems 等公司正在开发范围广泛的电流传感器集成电路 (IC)，非常适合 HEV 应用。 它具有 120 kHz 输出带宽、高电流分辨率、低噪声频谱密度、可降低功率损耗的通孔合规性，以及信号处理和封装设计方面的创新，可实现低电阻集成导体封装。
• 根据 IEA 的数据，到 2021 年，电动汽车销量将翻一番以上，达到 660 万辆，占全球汽车市场的近 9%。 有利的政府监管也在电动汽车行业的发展中发挥了不可或缺的作用，该行业已成为电流传感器的主要消费者。 例如，2022 年初，欧盟宣布了自己的 7500 亿欧元（约合 7705 亿美元）刺激计划。 这包括一项 200 亿欧元（约合 205 亿美元）的刺激计划，以促进清洁汽车的销售，并到 2025 年安装约 100 万个电动和氢燃料汽车充电站。增加。

亚太地区有望实现显着增长

• 预计亚太地区将实现显着增长。 中国、印度和日本等新兴经济体的人口增长和快速城市化正在推动该地区的快速发展，导致能源、汽车、通信和网络、工业和医疗保健等终端用户对电流传感器的需求。以刺激需求。
• 根据家用电器和电子製造商协会的数据，印度的家用电器和电子行业预计将在 2024-25 年翻一番，达到 148 万卢比（约合 179 亿美元）。 基于BiCMOS和CMOS技术的全集成可编程电流传感器正在製造中，随着家用电器产量的增加，对这些电流传感器的需求有望有效增加。
• 对于机器人，现在有数百个传感器投入生产，几乎可以感知任何事物。 电流传感器输出0V~5V的模拟电压，可由机器人内部的微控制器进一步处理。 据日本机器人协会（JARA）预测，2021 年工业机器人产值将比上年增长 22.5% 至 9391 亿日元（高达 66.4 亿美元），出货总值将增长约 23.2%从上一年增加到 96,240 亿日元（约合 68 亿美元），日本有望成为工业机器人的主要供应商之一。
• 此外，占世界汽车消费量大部分的中国已承诺到 2030 年减少二氧化碳排放量。 为了实现这一目标，我们正在努力减少使用化石燃料的车辆的生产并合理化销售。 这将增加对电动汽车的需求，预计将推动市场增长。 根据中国汽车工业协会 (CAAM) 的数据，2021 年中国将销售约 290 万辆纯电动汽车，比 2020 年增长 162%。 同年，中国售出约60.3万辆插电式混合动力汽车，同比增长140%。 预计此类趋势将在预测期内推动对电流传感器的需求。

竞争格局

电流传感器市场是分散的，有多家公司在这个领域开展业务。 领先的公司现在专注于为客户提供具有成本竞争力的产品，以应对激烈的市场竞争。 主要参与者包括 Allegro MicroSystems, LLC、TDK Corporation 和 Infineon Technologies AG。

• 2022 年 6 月 - Murata Manufacturing 发布了用于工业系统的 MRD 系列开环电流传感器。 MRD 系列采用高性能隧道磁阻元件 (TMR)，可精确测量高达 40A 的直流和交流电流，并在宽温度范围内保持稳定的特性。
• 2022 年 1 月东芝电子元件及存储装置株式会社开发出一种在半桥模块中集成分流 MOS 电流传感器的产品。 该传感器可在不增加功率损耗的情况下，在氮化镓 (GaN) 功率器件等功率电子系统中实现高精度电流监测。 这种新的传感器技术利用连接到 GaN 场效应晶体管的低压 MOSFET（金属氧化物半导体场效应晶体管）的级联来感测电流。

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章研究方法论

第 3 章执行摘要

第 4 章市场洞察

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

第 5 章市场动态

• 市场驱动因素
  • 扩大电池供电和可再生能源应用的使用
  • IoT 和 IIoT 的大规模商业化
• 市场製约因素
  • 传感器组件的平均销售价格下降影响新的市场准入

第 6 章市场细分

• 按类型
  • 霍尔效应传感器
    • 开环
    • 闭环
    • 其他（分芯式霍尔电流传感器）
  • 光纤式电流传感器
  • 电感电流传感器
• 最终用户
  • 汽车
  • 消费类电子产品
  • 电信与网络
  • 医疗
  • 能源/电力
  • 工业领域
  • 其他最终用户
• 区域信息
  • 北美
    • 美国
    • 加拿大
  • 欧洲
    • 德国
    • 英国
    • 法国
    • 其他欧洲地区
  • 亚太地区
    • 印度
    • 中国
    • 日本
    • 其他亚太地区
  • 世界其他地方
    • 拉丁美洲
    • 中东和非洲

第7章竞争格局

• 公司简介
  • Allegro MicroSystems LLC
  • TDK Corporation（TDK-Micronas GmbH）
  • Infineon Technologies AG
  • Melexis NV
  • Honeywell International Inc.
  • Asahi Kasei Microdevices Corporation
  • ABB Group
  • NK Technologies
  • Tamura Corporation
  • Vacuumschmelze GmbH & Co KG

第8章 投资分析

第9章 市场机会与将来动向

The current sensor market is anticipated to grow at a CAGR of 8% during the forecast period. The rapidly increasing use of battery-powered and renewable energy applications drives the market. Smartphones, tablets, and other portable devices need smaller form factors and lower power consumption rates. A highly accurate, ultra-low-power solution for predicting remaining battery life and protecting the circuitry and Li+ battery from overcurrent conditions, the requirement of current sensors is high. Open-loop sensors are typically used in battery-powered applications. They require less power than closed-loop sensors and are better able to withstand overloads.

Key Highlights

• In recent years, the demand for low-cost, accurate, and small-size current sensor solutions has increased across the industrial, automotive, commercial, and communications systems. New design concepts and the systematic utilization of advanced technology have entitled further improvements in IC performance. It has also opened the path to new product approaches by supporting the integration of additional functions, such as power protection, in the same current sensor IC.
• Increasing the use of battery-powered and renewable energy applications drives the market. Smartphones, tablets, and other portable devices require smaller form factors and lower power consumption rates. Current sensors are used to achieve a highly accurate, ultra-low-power solution for estimating remaining battery life and for protecting the circuitry and Li+ battery from overcurrent conditions.
• The increasing smartphone penetration is expected to drive the demand for current sensors over the forecast period. For instance, according to Ericsson, the number of smartphone users globally in 2021 was 6,259 million, and it is expected to reach 7,690 million users by 2027.
• Furthermore, with the growing concerns about the global demand for energy and the overall augmentation of environmental awareness, designers for power electronics applications are under constant pressure to improve efficiency. The advent of the smart grid, grid-tied photovoltaic (PV), and some other grid-tied renewable energy systems require the growth of high-efficiency power inverters. According to the International Energy agency's Net Zero Emissions by 2050 Scenario, 300 million electric automobiles will be on the road by 2030, accounting for more than 60% of new car sales, up from only 4.6% in 2020. Because of the widespread usage of current sensors in EVs and HEVs, the automotive end user is projected to continue to be one of the significator factors for the growth of the current sensor market.
• Large-scale commercialization of IoT and IIoT is bolstering the market. According to Ericsson, the number of cellular IoT connections is expected to reach 3.5 billion in 2023. With the traditional manufacturing sector witnessing a digital transformation, IoT is fueling intelligent connectivity's next industrial revolution. This is transforming the way industries approach increasingly complex systems and machines to improve efficiency and reduce downtime, creating a good scenario for the growth of the current sensor market.
• However, high cost and technical limitations associated with product development and integration of current sensors integration, along with the rules of current sensors in case of high voltage spikes, high temperature, and current conditions, are some of the major factors challenging the growth of the studied market.
• However, due to the COVID-19 situation, shipping and delivery services were significantly affected. Most car manufacturers, consumer electronic manufacturers, and tier-1 suppliers had to suspend operations or function at reduced capacity, reducing the demand for the semiconductors and sensors used in cars and consumer electronics. However, as the economies reopened and businesses returned to normalcy, the market started gaining traction. The demand for these sensors increased across industries and is further expected to propel them, thereby boosting the market growth.

Key Market Trends

Automotive Industry to Hold Considerable Market Share

• With increased automotive technology advancements, the trends toward electric vehicle production are highly recommended in various countries. A complex architectural diagram of an electric car generally incorporates multiple current sensors. Besides this, current sensors are also needed for brushless (BLDC) electric motor control. The EVs of companies like BMW, Volkswagen, etc. use this motor-control-current device.
• Typically, current sensors are found in battery current monitoring, solar power inverters, and power inverters that drive traction motors in mid and full hybrid electric vehicles. CMOS Hall-effect-based magnetic sensors integrate advanced features and provide high-level output signals functionality. Sophisticated magnetic sensors hold programmable memory and even microcontroller logic allowing for a fully custom-calibrated output. Additionally, it is possible to implement standard interfaces that simplify communication with other circuits in EVs.
• Furthermore, the hybrid electric vehicle (HEV) is quickly becoming the most popular green car and employs complex electronic circuitry to control the flow of electric energy through the vehicle. In a single-motor HEV, the motor acts as a drive motor in parallel with the internal combustion engine or as a generator to charge the battery during regenerative braking. A typical HEV contains various systems that require electrical current sensors for maximally efficient operation, including AC motor and DC-DC converter applications. According to the US Department of Energy, in 2021, the sales of HEVs increased by about 76% compared to the previous year.
• Players like Allegro MicroSystems have developed a broad family of current sensor integrated circuits (ICs) that are ideally suited for HEV applications. The features include signal processing and package design innovations enabling 120 kHz output bandwidth, high current resolution, low noise spectral density, reduced power loss through-hole compliance, and low-resistance integrated conductor packages.
• According to the IEA, electric car sales have more than doubled to 6.6 million, representing close to 9% of the global car market, in 2021. Favorable government regulations are also playing an integral role in the growth of the electric vehicle industry, which has emerged as a leading consumer of current sensors. For instance, in early 2022, the European Union announced a unique EUR 750 billion (~USD 770.5 billion) stimulus package, which includes EUR 20 billion (~USD 20.5 billion) to boost the sales of clean vehicles and to install about 1 million electric and hydrogen vehicle charging stations by 2025.

Asia-Pacific is Expected to Register Significant Growth

• Asia-Pacific is anticipated to account for significant growth. The population growth and rapid urbanization in developing economies, such as China, India, and Japan, have prompted the speedy development in the region, which will boost the demand for the current sensor from end-users such as energy, automotive, telecom and networking, industrial, and healthcare.
• According to the Consumer Electronics and Appliances Manufacturers Association, in India, the appliances and consumer electronics industry is projected to double to INR 1.48 lakh crore (~USD 17.9 Billion) by 2024 - 25. As players are manufacturing fully integrated, and programmable current sensors based on BiCMOS or CMOS technology, the demand for these current sensors will increase effectively with the increasing production of consumer electronics.
• In robots, there are hundreds of sensors made today to sense virtually anything. Current sensors output an analog voltage between 0V and 5V, which can be further processed using a microcontroller in the robots. According to Japan Robot Association (JARA), in 2021, the production value of industrial robots will increase by 22.5% year on year to JPY 939.1 billion (~USD 6.64 billion), and the total shipments will increase by about 23.2% year on year to JPY 962.4 billion (~USD 6.8 billion), making the country one of the leading suppliers of industrial robots.
• Furthermore, China, responsible for a large portion of global car consumption, pledged to control its carbon emissions by 2030. It has been streamlining the production cuts and sale of vehicles that run on fossil fuels to meet the emission goals. This is anticipated to increase the demand for electric vehicles, thereby driving the market growth. According to the China Association of Automobile Manufacturers (CAAM), in 2021, around 2.9 million battery electric vehicles were sold in China, an increase of 162% compared to 2020. In the same year, about 603,000 plug-in hybrid cars were sold in China, a rise of 140% compared to the previous year. Such trends are expected to propel the demand for current sensors during the forecast period.

Competitive Landscape

The current sensor market is fragmented, with several companies operating in the segment. Leading players are currently focusing on providing cost-competitive products to the customers, which caters to an intense rivalry in the market. Key players are Allegro MicroSystems, LLC, TDK Corporation, Infineon Technologies AG, etc.

• June 2022 - Murata launched the MRD series of open-loop current sensors for industrial systems. Each sensor in the MRD series integrates high-performance tunnel magneto-resistive (TMR) elements - enabling precision measurement concerning both DC and AC currents up to 40A, and maintaining stable characteristics across an extensive temperature range.
• January 2022 - Toshiba Electronic Devices & Storage Corporation developed an integrated shunt MOS current sensor in a half-bridge module. The sensor enables power electronics systems to monitor current with high accuracy, without any increase in power loss, when used on devices such as gallium nitride (GaN) power devices. The new sensor technology utilizes a cascode comprising a low-voltage MOSFET (metal oxide semiconductor field effect transistor) connected to a GaN field effect transistor for current sensing.

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 Value Chain Analysis
• 4.3 Industry Attractiveness - Porter's Five Forces Analysis
  • 4.3.1 Threat of New Entrants
  • 4.3.2 Bargaining Power of Buyers
  • 4.3.3 Bargaining Power of Suppliers
  • 4.3.4 Threat of Substitute Products
  • 4.3.5 Intensity of Competitive Rivalry
• 4.4 Assesment of the Impact of COVID-19 on the Market

5 MARKET DYNAMICS

• 5.1 Market Drivers
  • 5.1.1 Increasing Use of Battery-Powered and Renewable Energy Applications
  • 5.1.2 Large Scale Commercialization of IoT and IIoT
• 5.2 Market Restraints
  • 5.2.1 Falling Average Selling Prices of Sensor Components Affecting New Market Entrants

6 MARKET SEGMENTATION

• 6.1 By Type
  • 6.1.1 Hall Effect Sensors
    • 6.1.1.1 Open Loop
    • 6.1.1.2 Closed Loop
    • 6.1.1.3 Other Types(Split Core Hall Effect Current Sensor)
  • 6.1.2 Fiber Optic Current Sensors
  • 6.1.3 Inductive Current Sensors
• 6.2 By End User
  • 6.2.1 Automotive
  • 6.2.2 Consumer Electronics
  • 6.2.3 Telecom and Networking,
  • 6.2.4 Medical
  • 6.2.5 Energy and Power
  • 6.2.6 Industrial
  • 6.2.7 Other End Users
• 6.3 By Geography
  • 6.3.1 North America
    • 6.3.1.1 United States
    • 6.3.1.2 Canada
  • 6.3.2 Europe
    • 6.3.2.1 Germany
    • 6.3.2.2 United Kingdom
    • 6.3.2.3 France
    • 6.3.2.4 Rest of Europe
  • 6.3.3 Asia-Pacific
    • 6.3.3.1 India
    • 6.3.3.2 China
    • 6.3.3.3 Japan
    • 6.3.3.4 Rest of Asia-Pacific
  • 6.3.4 Rest of the World
    • 6.3.4.1 Latin America
    • 6.3.4.2 Middle East and Africa

7 COMPETITIVE LANDSCAPE

• 7.1 Company Profiles
  • 7.1.1 Allegro MicroSystems LLC
  • 7.1.2 TDK Corporation (TDK-Micronas GmbH)
  • 7.1.3 Infineon Technologies AG
  • 7.1.4 Melexis NV
  • 7.1.5 Honeywell International Inc.
  • 7.1.6 Asahi Kasei Microdevices Corporation
  • 7.1.7 ABB Group
  • 7.1.8 NK Technologies
  • 7.1.9 Tamura Corporation
  • 7.1.10 Vacuumschmelze GmbH & Co KG

8 INVESTMENT ANALYSIS

9 MARKET OPPORTUNITIES AND FUTURE TRENDS