逻辑 IC 市场 - 增长、趋势、COVID-19 的影响、预测 (2023-2028)

逻辑 IC 市场预计在预测期内 (2023-2028) 以 3.4% 的复合年增长率增长。

该领域最近的技术进步每天都在发现新的应用。 智能手机的普及、电动汽车的普及以及发达国家和新兴国家通信基础设施的发展都是增加对逻辑 IC 需求的因素。 影响逻辑 IC 市场增长的一些关键因素包括：

主要亮点

• 由于人工智能等技术进步及其与最终用户设备的集成，对存储设备的需求正在推动对半导体的需求。 逻辑器件用于专用集成电路和信号处理器，加速了市场需求。
• 半导体为 5G 技术的发展和智能手机的製造做出了重大贡献。 半导体用于製造有线通信设备，例如开关、适配器和控制器。 无线局域网适配器、移动Wi-Fi芯片、蓝牙收发器、全球定位系统接收器、近场通信芯片等设备中使用的半导体都是无线通信半导体。 由于实现设备之间高速连接的无线技术的发展和需求的扩大，预计未来五年对半导体的需求将增加。
• 逻辑集成电路设计的复杂性会阻碍市场增长。 製造定制电路的高成本、电路设计成本和功能可靠性问题等因素预计将在未来几年阻碍逻辑集成电路的市场增长。
• COVID-19 对市场产生了负面影响，随着冠状病毒继续影响经济、贸易、製造甚至消费者的购买习惯，半导体短缺显着增加。 电子製造商需要仔细规划，以避免 2021 年即将到来的组件供应链陷阱。 2021 年国防授权法案 (NDAA) 中包含的美国芯片法案 (CHIPS for America Act) 确定并缓解了近期的半导体短缺，并鼓励为在美国製造这些设备的公司提供更多的美国製造激励措施。我们的目标是

逻辑IC市场趋势

扩大逻辑 IC 在汽车行业的采用

• 消费者对环境污染意识的增强和油价上涨导致全球对电动汽车的需求增加，这正在影响半导体需求并推动逻辑 IC 市场的增长。
• 为确保服务人员的安全，汽车使用了集成电路。 IC 有望推动市场需求，作为改善驾驶员连接驾驶和安全创新的驱动力。 汽车的快速电气化正在推动汽车 IC 市场的增长。
• 根据 Virta Carrying 的说法，这是大多数发达国家目前正在认真应对的减排挑战，2021 年将改变电动汽车销量的历史，到年底全球销量将达到 640 万辆。PHEV 总计) 预计将被出售。 这比上一年增加了 98%。 例如，2021 年，欧洲（106 万辆）和中国（114.9 万辆）的新电动汽车註册量占比最高，其次是美国（29.7 万辆）。
• 推动全球逻辑集成电路市场增长的因素包括汽车产量的增加、对电动汽车的需求不断增长以及对汽车电子产品增强功能的需求不断增长。 此外，物联网的引入以及政府对自动驾驶、联网和低排放汽车生产的有利标准等多项技术进步将在预测期内进一步推动汽车集成电路的市场增长。我正在加速。

亚太地区是增长最快的地区

• 亚太地区是逻辑集成电路最赚钱的主要市场之一，与西部地区竞争激烈。 全球电动汽车市场新兴地区产销量双双增长。
• 放眼亚洲，日本已宣布可能会在 2030 年代中期禁止销售新的 ICV，以便到 2050 年实现净碳中和。 对此，丰田汽车公司和日本汽车製造商协会会长丰田章男强调，ICV 的环境影响和技术还有改进的空间。
• 泰国政府于 2016 年启动了电动汽车行动计划，鼓励到 2036 年生产 120 万辆 BEV 和 PHEV。 因此，有 13 家公司受益于电动汽车的税收优惠。 泰国于 2020 年 3 月公布了其电动汽车路线图，表示到 2025 年将生产 25 万辆电动汽车，并建立东盟电动汽车中心。

逻辑IC市场竞争分析

逻辑 IC 市场竞争激烈，由多家参与者组成。 市场参与者正在采取各种策略，例如产品创新、併购。 此外，随着IC製造工艺的进步以实现全方位的应用，新的市场参与者正在扩大其在市场中的存在并重振其在新兴国家的业务发展。

• 2021 年 6 月 - 杰克·基尔比 (Jack Kilby) 领导的一个项目开发了有史以来第一个绕地球轨道运行的集成电路，为未来的太空电子产品奠定了基础。 一系列数字逻辑 IC 以 10 倍的速度和 1/10 的功耗取代了 SN502，帮助 NASA 实现了让计算机更强大、更轻便的目标。
• 2020 年 10 月- 内存后端专家 Powertech Technology (PTI) 宣布将增加电视 SoC、手机 AP 等的销售。我们正积极进军新的逻辑 IC 领域。

其他福利。

• 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
• 工业价值链分析
• 产业吸引力 - 波特五力分析
  • 供应商的议价能力
  • 消费者的议价能力
  • 新进入者的威胁
  • 竞争公司之间的敌对关係
  • 替代品的威胁
• COVID-19 对市场的影响

第 5 章市场动态

• 市场驱动力
  • 越来越关注设备集成
  • Fab 增加资本投资以提高产能
• 市场製约因素
  • 与逻辑 IC 设计相关的复杂性

第 6 章市场细分

• 按类型
  • TTL（晶体管晶体管逻辑）
  • CMOS（互补金属氧化物半导体）
  • 混合信号 IC
• 按产品类型
  • ASIC
  • ASSP
  • PLD
• 通过申请
  • 消费类电子产品
  • 车载
  • IT/通讯
  • 製造和自动化
  • 其他最终用户行业（医疗保健、航空航天和国防等）
• 区域信息
  • 北美
  • 欧洲
  • 亚太地区
  • 拉丁美洲
  • 中东

第七章竞争格局

• 公司简介
  • STMicroelectronics
  • Renesas Electronics
  • ADI
  • Broadcom Inc.
  • Qualcomm Inc.
  • NXP Semiconductors N.V.
  • Marvell Semiconductor, Inc.
  • Mediatek, Inc.
  • Intel Corporation
  • Toshiba Corporation

第8章 投资分析

第9章 市场未来性

The Logic IC market is anticipated to witness a CAGR of 3.4 % over the forecast period (2023 - 2028). Recent technological advancements in this field have been revealing new applications each day. The rising proliferation of smartphones, growing electric vehicle adoption, and rise of telecommunication infrastructure in both developed and developing companies are factors for which the demand for Logic IC increases. Some of the significant factors influencing the market's growth for logic integrated circuit devices are:

Key Highlights

• The demand for memory devices due to the ongoing technological advancements such as artificial intelligence and their integration into the end-user devices is fostering the demand for semiconductors. Logic devices are used in application-specific integrated circuits and signal processors, accelerating market demand.
• The major contributing factor is semiconductors in the deployment of 5G technology and the manufacture of smartphones. Semiconductors are used to manufacture wired communication devices such as switches, adapters, and controllers. Semiconductors used in wireless local area network adapters, mobile Wi-Fi chips, Bluetooth transceivers, global positioning system receivers, near-field communication chips, and other devices are wireless communication semiconductors. The development and growing demand for wireless technology to establish fast connections between devices are expected to increase the demand for semiconductors over the next five years.
• The complexity associated with the design of logic integrated circuits can hinder the market's growth. Factors such as the high cost of manufacturing customized circuits, the cost of circuit design, and functional reliability issues are expected to hinder the market's growth for logic-integrated circuits in the coming years.
• COVID-19 has a negative market impact due to a significant increase in semiconductor shortages, as the COVID-19 coronavirus continues to impact economies, trade, manufacturing, and even consumer purchasing habits. Companies manufacturing electronic products must plan carefully to avoid impending component supply chain pitfalls in 2021. The CHIPS for America Act, included in the Fiscal Year 2021 National Defense Authorization Act (NDAA), seeks to identify and alleviate short-term semiconductor shortages and encourage more US manufacturing incentives for companies to manufacture these devices in the United States.

Logic IC Market Trends

Growing Adoption of Logic IC in Automotive Industries

• The increasing demand for electric vehicles worldwide, because of rising consumer awareness about environmental pollution and rising oil prices, is influencing semiconductor demand which has led the market of logic IC to grow.
• To keep drivers safe, integrated circuits are used in vehicles. ICs improve connectivity driving and safety innovation among drivers, which is expected to fuel their market demand. The rapid electrification of vehicles is driving the growth of the automotive IC market.
• According to Virta Carrying, an emissions reduction challenge that most leading nations now take seriously, 2021 is a game-changer in the history of EV sales, with 6.4 million vehicles (EVs and PHEVs combined) expected to be sold globally by the end of the year. It would then be a 98 percent increase year over year. For example, Europe (1.06 million new registrations) and China (1.149 million new registrations) are expected to have the highest share of new electric vehicle registrations in 2021, followed by the United States (297 000 new registrations).
• The factors driving the global logic integrated circuit market's growth include increased vehicle production, rising demand for electric vehicles, and the growing need for electronics in vehicles to enhance their features. Additionally, several technological advancements, such as the implementation of IoT and favorable government standards for the production of autonomous, connected, and low-emission vehicles, are further fuelling the market growth of the automotive integrated circuit during the forecast period.

Asia pacific is the fastest growing region

• The Asia-Pacific is one of the most profitable and leading markets for logic integrated circuits, providing stiff competition to Western regions. The emerging area in the global electric vehicle market has been on the rise, both production and sales.
• Looking at Asia, Japan announced it could ban new sales of ICVs in the mid-2030s to achieve net carbon neutrality by 2050. In response, the president of Toyota and the Japan Automobile Manufacturers Association, Akio Toyoda, stressed that there was room for improvement in the environmental impact and technology of ICVs.
• The Thai government launched an EV action plan in 2016 to encourage the production of BEVs and PHEVs to have 1.2 million such vehicles on the road by 2036. As a result, 13 companies have benefited from preferential tax treatment for electric vehicles. Thailand announced an EV roadmap in March 2020 to produce 250,000 EVs by 2025 and establish an ASEAN EV hub.

Logic IC Market Competitor Analysis

The Logic IC Market is highly competitive and consists of several players. The market players adopt various strategies such as product innovation, mergers, and acquisitions. In addition, with the advancement in the IC manufacturing process, which provides enhanced applications, new market players are expanding their market presence and increasing their business footprint across the emerging economies.

• June 2021 - A project assigned by Jack Kilby led to the development of the first integrated circuits to ever orbit the Earth - and a foundation for future space electronics. A line of digital logic ICs replaces the SN502 with ten times the speed and one-tenth the power requirements to help NASA reach its goal of increased computer power and reduced weight.
• October 2020 - Memory backend specialist Powertech Technology (PTI) is aggressively foraying into new logic IC segments such as TV SoCs and handset APs to offset the loss of orders expected from Intel selling its NAND flash business to SK Hynix.

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 Bargaining Power of Suppliers
  • 4.3.2 Bargaining Power of Consumers
  • 4.3.3 Threat of New Entrants
  • 4.3.4 Intensity of Competitive Rivalry
  • 4.3.5 Threat of Substitutes
• 4.4 COVID-19 Impact on the Market

5 MARKET DYNAMICS

• 5.1 Market Drivers
  • 5.1.1 The growing focus on the integration of devices
  • 5.1.2 Rising Capital Spending by Fabs to Increase Production Capacities
• 5.2 Market Restraints
  • 5.2.1 Complexity associated with the design of Logic IC

6 MARKET SEGMENTATION

• 6.1 By Type
  • 6.1.1 TTL (Transistor Transistor Logic)
  • 6.1.2 CMOS (Complementry Metal Oxide Semiconductor)
  • 6.1.3 Mixed-Signal IC
• 6.2 By Product Type
  • 6.2.1 ASIC
  • 6.2.2 ASSP
  • 6.2.3 PLD
• 6.3 By Application
  • 6.3.1 Consumer Electronics
  • 6.3.2 Automotive
  • 6.3.3 IT & Telecommunications
  • 6.3.4 Manufacturing and Automation
  • 6.3.5 Other End-user Industries (Healthcare, Aerospace & Defense, etc.)
• 6.4 By Geography
  • 6.4.1 North America
  • 6.4.2 Europe
  • 6.4.3 Asia-Pacific
  • 6.4.4 Latin America
  • 6.4.5 Middle-East

7 COMPETITIVE LANDSCAPE

• 7.1 Company Profiles
  • 7.1.1 STMicroelectronics
  • 7.1.2 Renesas Electronics
  • 7.1.3 ADI
  • 7.1.4 Broadcom Inc.
  • 7.1.5 Qualcomm Inc.
  • 7.1.6 NXP Semiconductors N.V.
  • 7.1.7 Marvell Semiconductor, Inc.
  • 7.1.8 Mediatek, Inc.
  • 7.1.9 Intel Corporation
  • 7.1.10 Toshiba Corporation

8 INVESTMENT ANALYSIS

9 FUTURE OF THE MARKET