全球专用模拟 IC 市场 - 增长、趋势、COVID-19 影响和预测 (2023-2028)

全球专用模拟 IC 市场预计在预测期内 (2023-2028) 的复合年增长率为 6.10%。

工厂自动化程度提高、半导体小型化、物联网 (IoT) 和人工智能 (AI) 的进步等因素正在推动所研究市场的增长。

主要亮点

• 模拟 IC 使用双极和场效应晶体管集成技术设计和分析调製解调器的模拟电路。 模拟集成电路 (IC) 在整个连续信号幅度值范围内工作，用于高频和音频放大器需要可变输出信号的各种功能。
• 模拟 IC 在各种应用（包括消费电子产品、汽车驾驶员辅助系统 (ADAS) 和工业应用）中的使用越来越多，这促进了模拟 IC 市场的增长。 此外，模拟IC在电动汽车中的使用增加也是需求增加的主要因素。 模拟 IC 对汽车自动化至关重要，因为它们可以为嵌入式人工智能 (AI) 提供准确的信息。
• 模拟 IC 在汽车自动化方面发挥着重要作用，尤其是网络通信和驾驶自动化，这是无人驾驶/自动驾驶车辆的关键要求。 据纳斯达克称，到 2030 年，无人驾驶汽车很可能会主导市场。
• COVID-19 的爆发扰乱了全球供应炼和製造业。 COVID-19 大流行和随之而来的供应链不确定性对 2020 年和 2021 年的全球经济产生了重大影响。 这扰乱了金融市场，对全球供应链产生了负面影响，并增加了材料和运营成本，尤其是在全球汽车行业。
• 随着各行各业越来越多地采用物联网，模拟 IC 在大量实时连接设备和应用中所提供的优势有望推动市场增长。 模拟 IC 具有形成自动化设备生态系统所需的动态功耗特性和信号处理能力。

专用模拟 IC 的市场趋势

消费电子设备的流行推动市场增长

• 消费电子设备中越来越多地使用模拟 IC 正在刺激需求。 智能手机和智能设备的日益普及正在增加对模拟 IC 的需求。 从智能扬声器和可穿戴设备到语音控制的电视遥控器，消费者喜欢用他们的声音与生活中始终在线的智能电子产品进行交互。
• 智能手机占据了很大的市场份额，随着 5G 智能手机的出现，预计需求会进一步增加。 三星等全球公司正在加大对半导体业务的投资，以成为5G智能手机领域的领先智能手机厂商。
• 根据中国信息通信技术研究院 (CAICT) 的一份报告，随着价格下降提振需求，2022 年 1 月中国 5G 网络兼容智能手机的出货量将增长 63.5%，达到 2.66 亿部。它是 此外，5G智能手机出货量占中国出货量的75.9%，高于全球40.7%的平均水平。
• 智能手錶和健身手环等智能可穿戴设备的普及和成熟也在推动消费电子行业的增长。 例如，2021 年 4 月，Fitbit 发布了一款全新的无按钮健身追踪器 Luxe。 兼容 Android 和 iOS 设备。 它还支持 Google Fast Pair 以更快地与 Android 设备配对，并支持在配对时连接 GPS。

亚太地区有望实现显着增长

• 智能手机、可穿戴设备和车辆自动化的普及是推动亚太地区增长的关键因素。 智能手机普及率的上升使亚太地区成为全球最大的移动市场之一。 这是由于人口增长和城市化进程。
• 根据 GSM 协会的公告，到 2025 年，超过五分之四的连接将是智能手机。 预计这一趋势将增加该地区智能手机模拟 IC 的使用。
• 对物联网平台的日益关注推动了该地区模拟 IC 的增长前景。 中国、印度和韩国等国家/地区正在积极寻求加强其物联网平台，这些新兴国家/地区的政府正在发起各种公共和私营部门计划，以利用物联网在智慧城市、自动化和其他工业应用方面的进步。我们专注于合作，我们正在加强亚太地区的发展。
• 中国还计划到 2022 年销售 700 万辆电动汽车，以应对空气污染和对外国石油的依赖。 中国政府正在製定自动驾驶汽车的技术标准和行业指南。 北京成为全国首个允许自动驾驶汽车在公共道路上进行测试的城市。
• 为应对全球半导体芯片短缺，各国都在推动提高半导体产量。 例如，2021年12月，印度宣布了“半导体印度计划”，旨在使印度成为半导体製造、设计和创新的世界领先者。 该计划将为涉及硅半导体晶圆厂、显示器晶圆厂和半导体设计的公司提供激励支持。
• 在政府的支持下，区域供应商正在提高产能，特别是在中国、印度、日本、韩国和台湾等国家/地区，以满足全球对模拟 IC 不断增长的需求。

专用模拟 IC 市场的竞争对手分析

全球专用模拟 IC 市场竞争异常激烈，提高了公司之间的竞争力。 这个市场由德州仪器公司、意法半导体和恩智浦半导体等多家主要厂商组成。 就市场份额而言，这些主要参与者目前占据市场主导地位。 然而，随着技术创新的进步，许多公司正在通过获得新合同和开发新市场来增加其在市场上的影响力。

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

第一章介绍

• 研究假设和市场定义
• 调查范围

第二章研究方法论

第 3 章执行摘要

第 4 章市场洞察

• 市场概览
• 产业吸引力 - 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
• 价值链分析
• COVID-19 对市场的影响

第 5 章市场动态

• 市场驱动力
  • 工厂自动化的发展
  • 电动汽车的迅速普及
  • 物联网 (IoT) 和人工智能 (AI) 的进展
• 市场挑战/限制
  • 由于应用程序的增加而导致设计的复杂性

第 6 章市场细分

• 通过申请
  • 消费者
  • 计算机
  • 通讯设备
  • 汽车
  • 工业，其他
• 区域信息
  • 北美
  • 欧洲
  • 亚太地区
    • 中国
    • 韩国
    • 日本
    • 台湾
    • 其他亚太地区
  • 世界其他地区

第七章竞争格局

• 公司简介
  • Texas Instruments Incorporated
  • STMicroelectronics
  • NXP Semiconductors
  • Microchip Technology Inc.
  • Onsemi
  • Renesas Electronics Corporation
  • Skywork Solutions Inc.
  • Maxim Integrated Products Inc.
  • Analog Devices, Inc.
  • Infenion Technologies
  • Taiwan Semiconductor Co., Ltd.

第八章投资分析

第九章市场潜力

The Global Application Specific Analog IC Market is expected to register a CAGR of 6.10% during the forecast period (2023 - 2028). Factors such as rising factory automation, miniaturization of semiconductors, and advancements in the Internet of Things (IoT) and Artificial Intelligence (AI) are driving the growth of the studied market.

Key Highlights

• Analog integrated circuits deal with the design and analysis of modem analog circuits using integrated bipolar and field-effect transistor technologies. The analog integrated circuit (IC) operates over an entire range of continuous signal amplitude values, which are used for various functions that require variable output signals for radio-frequency and audio-frequency amplifiers.
• The increasing usage of analog ICs in various applications, such as consumer electronics, automotive driver assistance systems (ADAS), and industrial sectors, has contributed to the growth of the analog IC market. The rising adoption of analog ICs in electric automotive is one of the major factors driving its demand. Analog ICs are essential for vehicle automation, as they provide accurate information for the inbuilt artificial intelligence (AI).
• Analog ICs play a key role in the automation of automobiles, especially in networked communications and driving automation, which are the primary requirements of driverless/autonomous cars. According to the NASDAQ, driverless vehicles will likely dominate the market by 2030.
• Due to the COVID-19 outbreak, the global supply chain and manufacturing sector have been disrupted. The COVID-19 pandemic and subsequent supply chain uncertainties significantly impacted the global economy in 2020 and 2021. This has disrupted the financial markets, negatively impacted the global supply chain, and increased the cost of materials and operations, particularly within the global automotive industry.
• The growing adoption of IoT in various industries is expected to propel the market's growth, owing to the benefits offered by analog ICs, across a considerable range of real-time connected devices and applications. Analog ICs have dynamic power consumption characteristics and signal-processing capabilities required to configure an ecosystem of automated devices.

Application Specific Analog IC Market Trends

Increased Consumer Electronics Penetration to Drive the Market Growth

• The increasing usage of analog ICs in consumer electronic devices fuels the demand. The growing penetration of smartphones and smart devices is augmenting the demand for analog integrated circuits. From smart speakers and wearables to voice-controlled TV remotes, consumers love using voice to interact with the always-on smart electronic products in their lives.
• Smartphones command a significant market share, and with the advent of 5G smartphones, the demand is expected to increase even further. Global companies, like Samsung, are increasingly investing in the semiconductor business to become prominent smartphone vendors in the 5G smartphone space.
• In January 2022, China's shipments of smartphones compatible with 5G networks increased by 63.5% to 266 million in 2021 as falling prices boosted demand, according to the report by the China Academy of Information and Communications (CAICT). The report also stated that 5G smartphone shipments accounted for 75.9% of Chinese shipments, higher than a global average of 40.7%.
• The increasing adoption of smart wearables, like smartwatches and fitness bands, and their increasing functionality are also expanding the growth of the consumer electronics segment. For instance, in April 2021, Fitbit announced its new Luxe fitness tracker, a buttonless tracker. It is supported for Android and iOS devices. It also supports Google Fast Pair for pairing more quickly to Android devices and supports connected GPS while paired to the phone.

Asia-Pacific is Expected to Witness Significant Growth

• The increased adoptions of smartphones, wearables, and vehicle automation are the prime factors driving the growth of the Asia-Pacific segment. Rising smartphone adoption rates have made Asia-Pacific one of the largest mobile markets in the world. This is due to the increasing population growth and urbanization.
• As per the GSM Association, more than 4 out of 5 connections will be smartphones by 2025. This trend is expected to increase the analog integrated circuit (Analog IC) usage for smartphones in this region.
• The increasing focus on IoT platforms is boosting this region's growth prospects for analog ICs. With countries such as China, India, and South Korea, actively trying to strengthen the IoT platforms, governments of these developing countries are focusing on entering various public and private collaborations on leveraging IoT advancements for smart cities, automation, and other industrial applications, thus reinforcing the development of the Asia-Pacific segment.
• Also, China is targeting sales of 7 million EVs by 2022 to battle air pollution and dependence on foreign oil. The Chinese government has been formulating technology standards and industry guidelines for autonomous vehicles. Beijing became the country's first city to allow open road tests for autonomous cars.
• Due to the global semiconductor chip shortage, various countries are taking initiatives to boost semiconductor production. For instance, in December 2021, India announced the Semicon India Program intending to make India a global leader in semiconductor manufacturing, design, and innovation. The program will provide incentive support to companies engaged in silicon semiconductor fabs, display fabs, and semiconductor design.
• With governmental support, the regional vendors have been increasing their production capacities, especially in countries including China, India, Japan, South Korea, and Taiwan, to meet the increasing global demand for Analog ICs.

Application Specific Analog IC Market Competitor Analysis

The global application-specific analog IC market is significantly competitive and is witnessing a rise in competitiveness among companies. The market consists of various major players, such as Texas Instruments Incorporated, STMicroelectronics, and NXP Semiconductors. In terms of market share, these significant players currently dominate the market. However, with increasing technology innovations, many companies are increasing their market presence by securing new contracts and tapping new markets.

• June 2022 - Toshiba Electronic Devices and Storage Corporation and Japan Semiconductor Corporation developed a highly reliable and versatile analog platform with an embedded non-volatile memory (eNVM) for automotive applications. The 0.13-micron generation analog platform, applied to analog integrated circuits, offers an optimized combination of processes and devices.
• September 2021 - Siemens Digital Industries Software introduced the mPower integrity solution for analog, digital, and mixed-signal IC designs. The new software will provide a power integrity verification solution for unlimited scalability for analog, digital, and mixed-signal ICs, enabling ample power, voltage drop (IR), and electromigration (EM) analysis for even the largest IC designs.

Additional Benefits:

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

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumption 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 Value Chain Analysis
• 4.4 Impact Of Covid-19 On The Market

5 MARKET DYNAMICS

• 5.1 Market Drivers
  • 5.1.1 Growth in Factory Automation
  • 5.1.2 Rapid adoption of Electric Automobiles
  • 5.1.3 Advancements in Internet of Things (IoT) and Artificial Intelligence (AI)
• 5.2 Market Challenges/Restraints
  • 5.2.1 Growing Design Complexity with Increasing Applications

6 MARKET SEGMENTATION

• 6.1 By Application
  • 6.1.1 Consumer
  • 6.1.2 Computer
  • 6.1.3 Communications
  • 6.1.4 Automotive
  • 6.1.5 Industrial and Others
• 6.2 By Geography
  • 6.2.1 North America
  • 6.2.2 Europe
  • 6.2.3 Asia-Pacific
    • 6.2.3.1 China
    • 6.2.3.2 South Korea
    • 6.2.3.3 Japan
    • 6.2.3.4 Taiwan
    • 6.2.3.5 Rest of Asia-Pacific
  • 6.2.4 Rest of the World

7 COMPETITIVE LANDSCAPE

• 7.1 Company Profiles
  • 7.1.1 Texas Instruments Incorporated
  • 7.1.2 STMicroelectronics
  • 7.1.3 NXP Semiconductors
  • 7.1.4 Microchip Technology Inc.
  • 7.1.5 Onsemi
  • 7.1.6 Renesas Electronics Corporation
  • 7.1.7 Skywork Solutions Inc.
  • 7.1.8 Maxim Integrated Products Inc.
  • 7.1.9 Analog Devices, Inc.
  • 7.1.10 Infenion Technologies
  • 7.1.11 Taiwan Semiconductor Co., Ltd.

8 INVESTMENT ANALYSIS

9 FUTURE OF THE MARKET