IGBT（绝缘栅双极晶体管）市场 - 增长、趋势、COVID-19 影响和预测 (2023-2028)

IGBT（绝缘栅双极晶体管）市场预计在预测期内以 11.14% 的复合年增长率增长。

功率器件技术的扩展有望加强 IGBT 市场。 IGBT 广泛用于逆变器应用，以提高冰箱和空调等家用电器以及工业电机的效率。

主要亮点

• 此外，根据 WSTS 的数据，半导体行业预计将增长 10.36%，达到 6010 亿美元，所有产品类别现在都以平均速度增长。
• 由于 IGBT 的应用范围很广，因此有不少新公司进入该市场。 IGBT 用于配备开关放大器的多种现代应用，例如炊具、微波炉、电动汽车、火车、变频驱动器 (VFD)、变速冰箱、空调、灯镇流器、市政电力传输系统和立体声系统。激活/改变家用电器的电能。
• 在研究期间，风能和光伏应用对 IGBT 的需求不断增长将支持市场增长。 IGBT 在 500kW 到几兆瓦的高功率转换器中具有明显的优势，非常适合太阳能和风能应用。 能源需求的增加迫使製造商发明最新的第 7 代 IGBT 技术，以提高 IGBT 效率并降低阻断电压。 预计这将使风力发电机中的半导体损耗减少约 38%。 这导致整体电流更低，电缆损耗和布线成本降低 40%，从而显着节省系统成本。
• 但是，在低压区域（低于 400V），IGBT 并不是首选。 IGBT（绝缘栅双极晶体管）与MOSFET相比没有优势。 此外，由于它们以高频和大功率运行，因此存在易受热影响的问题。
• 随着智能设备的快速增加和数字化进程的推进，对设备节能、轻量化和小型化的需求越来越大，这推动了分立 IGBT 市场的发展。 已发现消费品中的功率损耗在分立式 IGBT 中最低，这有望成为推动 IGBT 增长的主要因素。
• COVID-19 对全球经济产生了重大影响，包括 IGBT 市场。 无法确保劳动力影响了绝缘栅双极晶体管的生产能力和市场增长。 此外，由于汽车销量下降，全球汽车製造商削减了订单。 但是，在大流行后期解除了限制，对功率半导体的需求恢復了正常。 未来几年，市场有望经历更大的增长。

IGBT（绝缘栅双极晶体管）市场趋势

电动/混合动力汽车推动 IGBT 增长

• 电动汽车市场的巨大增长有望推动 IGBT 市场的增长。 它是电动汽车电源的重要组成部分，该领域的发展有望降低成本并延长电动汽车的续航里程。
• IGBT 在电动和混合动力汽车中的应用包括动力总成和充电器中的电力利用，以及电机的电源和控制。 由于世界各国政府实施了更严格的碳排放法规，电池製造能力预计到预测期结束时将增加两倍。
• 此外，在成本和可靠性方面满足汽车需求的功率器件和转换架构的开发和创新有望推动研究市场的增长。 据国际能源署估计，2022 年新车销量的 13% 将是电动汽车。 如果过去两年的增长持续下去，到 2050 年，汽车的二氧化碳排放有望实现净零排放。
• IGBT 的使用范围扩大预计会增加对半导体的需求，从而推动汽车的电气化。 汽车架构中不断增长的机会，如冷却、提高燃油经济性和缩小功率转换器容量，将推动市场增长。 EV 和 HEV 仍处于起步阶段，製造商尚未充分发挥这些车辆的潜力。
• Infineon Technologies AG 提供稳健的 650V IGBT，可提供快速开关汽车应用所需的最高效率。 符合 AEC-Q 标准的 TRENCHSTOP 5 AUTO IGBT 可以减少功率损耗并提高 EV 和 HEV 应用的可靠性，例如车载充电、功率因数校正、DC/DC 和 DC/AC 转换。
• 因此，由于 EV/HEV 具有更高的效率、更高的输出、更低的损耗和更高的可靠性，预计 IGBT 市场将会扩大。 因此，预计在电动和混合动力汽车领域对 IGBT 的需求将增加。

亚太地区有望实现显着增长

• 预计亚太地区在预测期内将占据很大的市场份额。 亚太地区的IGBT市场发展迅速。 亚太地区的绝缘栅双极晶体管市场预计将由中国主导。 主要原因是新兴经济体对电动汽车和混合动力汽车的需求不断增长。
• 电动汽车在疲软的汽车市场中的快速普及进一步推高了电动汽车的份额。 例如，根据 EV-Volumes.com 的数据，中国将在 2022 年上半年拥有第二高的电动汽车市场份额，达到 21%。
• 此外，亚太地区的目标是通过提高能源效率和燃油经济性来减少二氧化碳排放，汽车製造商之间的竞争非常激烈。 中国市场正在转向製造电动和混合动力汽车，预计这将在预测期内推动市场需求。
• 印度正在快速发展基础设施，使其成为汽车製造的理想市场。 由于政府对混合动力汽车製造的有利政策，预计该地区在预测期内还将保持其在全球绝缘栅双极晶体管市场的主导地位。
• 此外，对 IGBT 的需求主要是由 IGBT 在消费电子产品、医疗设备、UPS、工业系统、逆变器和电机驱动等众多应用中越来越多的使用所推动的。 由于 IGBT 比功率 MOSFET 具有更低的开关损耗和更高的可靠性，因此在行业中迅速普及。 由于这些原因，它支持了该地区 IGBT（绝缘栅双极晶体管）市场的需求。

IGBT（绝缘栅双极晶体管）市场竞争者分析

IGBT（绝缘栅双极晶体管）市场竞争激烈，国内和国际市场上有许多大大小小的参与者。 市场参与者正在采用产品创新、併购和战略合作伙伴关係等关键战略来扩大产品组合併扩大地理范围。 市场参与者包括 Renesas Electronics Corporation、Infineon Technologies AG 和 Fuji Electric。

2022 年 8 月，高级半导体解决方案的主要供应商瑞萨电子株式会社开发了新一代 Si-IGBT（硅绝缘栅双极晶体管），该晶体管具有低功率损耗和小尺寸的特点。并宣布成功了。 用于下一代电动汽车 (EV) 逆变器的 AE5 代 IGBT 计划于 2023 年上半年在 Renesas Naka 工厂的 200mm 和 300mm 晶圆生产线上开始量产。

2022 年 3 月，Infineon Technologies AG 推出了采用 TO247PLUS 封装的新型 IGBT“EDT2”。 该产品针对汽车分立式牵引逆变器进行了优化，还将扩展公司的汽车分立式高压设备产品组合。 由于其高质量，该 IGBT 达到并超过了汽车零部件行业标准 AECQ101。

其他好处

• Excel 格式的市场预测 (ME) 表
• 3 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
• 工业价值链分析
• 评估 COVID-19 对市场的影响

第 5 章市场动态

• 市场驱动因素
  • 功率器件技术的部署加强了 IGBT 市场
  • 由于对物联网设备和消费电子设备的需求增加而扩大市场
• 市场挑战
  • 由于低电压范围，IGBT 不是首选

第 6 章市场细分

• 按类型
  • 分立式 IGBT
  • 模块 IGBT
• 按额定功率
  • 高产出
  • 中功率
  • 低功率
• 通过申请
  • 电动汽车/混合动力汽车
  • 可再生能源
  • UPS
  • 铁路
  • 电机驱动
  • 其他应用
• 区域信息
  • 北美
  • 欧洲
  • 亚太地区
  • 世界其他地方

第七章竞争格局

• 公司简介
  • Renesas Electronics Corporation
  • Infineon Technologies AG
  • Fuji Electric Co. Ltd
  • Rohm Co. Ltd
  • SEMIKRON International GmbH
  • Mitsubishi Electric Corp.
  • Toshiba Corp.
  • Hitachi Ltd
  • ON Semiconductor Corporation
  • ABB Ltd

第8章 投资分析

第9章 市场未来性

The Insulated Gate Bipolar Transistors market is expected to register a CAGR of 11.14% during the forecast period. The increasing deployment of power device technologies is expected to strengthen the IGBT Market. IGBT is widely used in inverter applications in home appliances like refrigerators, air conditioners, and industrial motors to improve their efficiency.

Key Highlights

• Furthermore, according to WSTS, the semiconductor industry is expected to increase by 10.36% to USD 601 billion, and all product categories will currently grow at an average pace.
• The broad application range of IGBTs has attracted several new companies to venture into the market. IGBT activates/modifies electrical energy in several modern appliances, such as cookers, microwaves, electric cars, trains, variable-frequency drives (VFDs), variable speed refrigerators, air conditioners, lamp ballasts, municipal power transmission systems, and stereo systems, which are well-equipped with switching amplifiers.
• The rising demand for IGBT in the wind and solar power applications will support market growth in the studied period. The IGBT delivers clear advantages in high-power converters, i.e., 500kW to multi-megawatt, well suited for solar and wind application. The increasing requirement for energy has forced the manufacturers to invent the latest Generation 7 IGBT technology, which has increased the efficiency and lower blocking voltage of the IGBTs. This is expected to reduce the semiconductor losses by about 38% in a wind turbine. This enables significant system cost reductions due to the lower overall current coupled with 40% lower cable losses or cabling costs.
• However, IGBT is not preferred for lower voltage ranges (less than 400 V). The Insulated gate bipolar ​transistor does not offer advantages compared to MOSFETs. It is also vulnerable to heat-related issues because it runs at high frequencies and under high power.
• With the exponentially growing number of smart devices and increasing digitization, the growing need for energy saving, weight saving, and equipment downsizing are primarily driving the market for discrete IGBT. Power losses in consumer goods have been identified to be the lowest in the case of discrete IGBTs, which is expected to be a significant factor in driving the growth of IGBTs.
• COVID-19 had a significant impact on the global economy, including the IGBT market. The non-availability of the workforce affected the insulated gate bipolar transistor production capacity and market growth. Owing to the enforced lockdown, automobile manufacturers worldwide cut their orders as vehicle sales declined. However, in the second half of the pandemic, the restrictions were normalized, and the demand for power semiconductors returned to normal. Over the coming years, the market is further expected to register significant growth.

Insulated Gate Bipolar Transistors Market Trends

Electric vehicle / Hybrid Electric Vehicles to Drive the Growth of IGBT

• The enormous growth in the EV market is anticipated to drive growth in the IGBT market. It is an integral part of electric vehicle power supplies, and developments in the field will decrease the cost and increase the range of electric vehicles.
• IGBT applications in electric and hybrid electric vehicles include power usage in powertrains and chargers for delivery and control of power regarding motors. The battery manufacturing capacity is expected to triple by the end of the projected timeframe due to numerous governments' stringent carbon dioxide emission regulations.
• Additionally, the development and innovation in the power devices and conversion architecture that fit automotive needs in terms of cost and reliability are expected to propel growth for the studied market. According to IEA, it is estimated that 13% of new cars sold in 2022 will be electric; if the growth experienced in the past two*years is sustained, CO2 emissions from cars can be put on a path in line with the Net Zero Emissions by 2050 Scenario.
• The growing utilization of IGBT is propelling the demand for semiconductors which is anticipated to expand into the electrified vehicle. The rising opportunities in vehicle architecture for cooling, improved fuel efficiency, and shrinkage in power converter volume will support market growth. The EV and HEV are still in the initial phase of production, and the manufacturing companies are yet to realize the full potential of these vehicles.
• Infineon Technologies AG offers a range of robust 650 V IGBTs that will deliver the highest efficiency required for fast-switching automotive applications. The AEC-Q-qualified TRENCHSTOP 5 AUTO IGBTs are likely to lower power losses and enhance reliability in EV and HEV applications, like on-board charging, power factor correction, and DC/DC and DC/AC conversion.
• As a result, the market for IGBTs is expected to witness growth owing to the increasing utilization of these transistors to make EV and HEV more efficient and powerful, with lower power losses and enhanced reliability in EV and HEV applications. This could increase demand for IGBTs from the electric and hybrid electric vehicle segments in the projected timeframe.

Asia-Pacific is Expected to Witness Significant Growth

• The Asia-Pacific region will have a significant share of the market during the projected timeframe. The IGBTs market in the Asia-Pacific has developed rapidly. China is expected to dominate the insulated gate bipolar transistor market in the Asia-Pacific region. The reason for domination is the growing demand for electric & hybrid electric vehicles in developing economies.
• Rapid EV adoption in weak auto markets has boosted EV shares further. For instance, according to EV-Volumes.com, China has the second highest EV market share, with 21% in H1 2022.
• The Asia-Pacific region is also the leading automobile manufacturer, aiming to decrease carbon emissions by enhancing energy and fuel efficiency. The market in China is shifting toward the manufacture of electric & hybrid electric vehicles, which is expected to propel market demand in the forecast period.
• Surging infrastructure development is making India an ideal choice for automobile manufacturing. Additionally, favorable government policies for hybrid vehicles manufacture will help this region maintain its domination in the global insulated gate bipolar transistor market in the estimated period.
• Further, the demand for the IGBTs market is driven mainly due to the increasing utilization of IGBTs in numerous applications, such as consumer electronics, medical devices, UPS, industrial systems, inverters, and motor drives. The market is witnessing rapid adoption across industries due to its capability to offer reduced switching losses and higher reliability than power MOSFETs. The reasons mentioned above will support the demand for the region's Insulated gate bipolar transistor market.

Insulated Gate Bipolar Transistors Market Competitor Analysis

The Insulated Gate Bipolar Transistors market is highly competitive, owing to several small and large players operating in domestic and international markets. The players in the market are adopting major strategies, like product innovations, mergers and acquisitions, and strategic partnerships, to widen their product portfolio and expand their geographical reach. Some of the players in the market are Renesas Electronics Corporation, Infineon Technologies AG, and Fuji Electric Co. Ltd, among others.

In August 2022, Renesas Electronics Corporation, a premier supplier of advanced semiconductor solutions, announced the development of a new generation of Si-IGBTs (Silicon Insulated Gate Bipolar Transistors), which will be offered in a small footprint while providing low power losses. Aimed at next-generation electric vehicle (EVs) inverters, AE5-generation IGBTs will be mass-produced starting in the first half of 2023 on Renesas' 200- and 300-mm wafer lines at the company's factory in Naka, Japan.

In March 2022, Infineon Technologies AG launched the new EDT2 IGBTs in a TO247PLUS package. It is optimized for automotive, discrete traction inverters and has also expanded the company's portfolio of discrete high-voltage devices for automotive applications. Owing to their high quality, the IGBTs meet and exceed the industry standard AECQ101 for automotive components.

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 Industry Value Chain Analysis
• 4.4 Assessment of Impact of COVID-19 on the Market

5 MARKET DYNAMICS

• 5.1 Market Drivers
  • 5.1.1 Deployment of Power Device Technologies is Strengthening the IGBT Market
  • 5.1.2 Increasing Demand for IOT Devices and Consumer Electronics is Expanding the Market
• 5.2 Market Challenges
  • 5.2.1 IGBT Not a Preferred Option Due to Lower Voltage Range

6 MARKET SEGMENTATION

• 6.1 By Type
  • 6.1.1 Discrete IGBT
  • 6.1.2 Modular IGBT
• 6.2 By Power Rating
  • 6.2.1 High Power
  • 6.2.2 Medium Power
  • 6.2.3 Low Power
• 6.3 By Application
  • 6.3.1 EV/HEV
  • 6.3.2 Renewables
  • 6.3.3 UPS
  • 6.3.4 Rail
  • 6.3.5 Motor Drives
  • 6.3.6 Other Applications
• 6.4 By Geography
  • 6.4.1 North America
  • 6.4.2 Europe
  • 6.4.3 Asia-Pacific
  • 6.4.4 Rest of the World

7 COMPETITIVE LANDSCAPE

• 7.1 Company Profiles
  • 7.1.1 Renesas Electronics Corporation
  • 7.1.2 Infineon Technologies AG
  • 7.1.3 Fuji Electric Co. Ltd
  • 7.1.4 Rohm Co. Ltd
  • 7.1.5 SEMIKRON International GmbH
  • 7.1.6 Mitsubishi Electric Corp.
  • 7.1.7 Toshiba Corp.
  • 7.1.8 Hitachi Ltd
  • 7.1.9 ON Semiconductor Corporation
  • 7.1.10 ABB Ltd

8 INVESTMENT ANALYSIS

9 FUTURE OF THE MARKET