手机半导体市场 - 增长、趋势、COVID-19 的影响、预测 (2023-2028)

手机半导体市场在预测期内以 7.49% 的复合年增长率增长。

手机的智能化以及 LTE 和 5G 等下一代移动通信标准的快速推出是推动手机采用半导体元件的主要因素。

主要亮点

• 整个半导体行业的增长正在放缓，我们也看到了智能手机业务的波动。 然而，由于智能手机越来越多地采用基于射频的应用，手机半导体市场得以小幅增长。 在许多地区，尤其是亚太地区，智能手机业务是半导体行业的最大消费者。
• 从去年开始，智能手机行业进入了成熟期，对手机半导体行业产生了一定的影响。 然而，随着 5G 技术的出现和政府批准采用 5G 技术，智能手机用户有望从支持 4G 和 LTE 技术的手机迁移到 5G 技术，这为研究目标市场创造了巨大的机会。我猜。
• 平板电脑、智能手机和电子书阅读器等移动设备的出货量不断增加，应用处理器、调製解调器、MEMS 传感器、无线连接 IC、音频 IC 等各种半导体组件正在推动增长
• RF 收入增长的推动因素是更多的频段间、更多的载波聚合以及更高阶 MIMO 配置的更多采用，以及智能手机 ASP 的增长。 预计这一趋势将在 2019 年继续，部分 5G 智能手机将增加 6GHz 以下的 5G 中间频段和毫米波模块。
• 半导体供应链的变化、美中贸易战、俄乌战争导致的市场波动，以及商业模式的变化，为一些製造商带来了机遇，同时也给其他製造商带来了威胁。我来了。
• 但是，全球 COVID-19 大流行扰乱了供应炼和生产，尤其是在亚太地区。 由于亚太地区是过去几十年的世界製造中心，主要的半导体製造行业受到了很大的影响。

手机半导体市场趋势

记忆驱动市场

• 智能手机等终端设备中的云计算和虚拟现实等技术进步可能会推动该行业的大部分增长。 此外，DRAM和NAND闪存平均售价的大幅上涨也将有助于盈利。
• 一般来说，闪存和 DRAM 的新容量将抵消预期的价格下降，从而使这些设备实现更好的供需平衡，从而增加对企业固态硬盘 (SSD)、增强现实和虚拟 它将可能支持现代应用程序，例如现实、人工智能、图形和其他復杂的实时工作负载能力。
• 但是，新兴的内存技术势必会蚕食该行业的大量 DRAM 需求。 2022年8月，美光科技宣布计划到2030年投资400亿美元扩大其在美国的半导体製造能力。
• Micron 的 DRAM 芯片用于从智能手机到数据中心服务器的各种应用。 该公司扩大其在美国製造部门的计划预计将得到 CHIPS 和科学法案规定的各种减免和补贴的支持。 该公司的努力有望在预测期内提振手机半导体市场的内存需求，提振手机半导体市场。

亚太地区主导手机半导体市场

• 亚太地区是手机和半导体技术的主要市场之一。 该地区主导着半导体和智能手机製造业。 这两个市场的大多数主要公司都位于亚太地区，其余公司也在亚太地区开展业务。
• 该地区还主导着全球半导体市场。 智能手机和半导体产量的增加，尤其是在新兴国家，也增加了该地区对移动半导体的需求。 印度、越南、泰国和新加坡等国家见证了越来越多的智能手机製造商在该地区设立製造厂。
• 例如，2022 年 11 月，Apple 宣布计划根据印度政府的“印度製造”计划在印度开设其最大的製造工厂之一。 新的製造部门预计将成为 Apple 在该地区最大的製造部门。 该公司的努力有望振兴该地区的手机半导体市场。
• 中国、韩国、日本、新加坡和台湾是该地区一些高度发达的半导体生产国。 然而，马来西亚和印度等国家也正在成为潜在市场。 这些国家也为市场研究提供了巨大的机会，因为智能手机市场也很大。 马来西亚已成为半导体出口的主要市场之一。
• 2021 年 5 月，韩国宣布了一项雄心勃勃的计划，即在未来十年内投资约 4500 亿美元，建设全球最大的芯片製造基地。 继中国和美国之后，争夺这一关键技术的主导地位已经成为全球性的竞争。 此外，随着各大公司纷纷转向手机半导体市场，手机半导体市场的竞争日趋激烈。

手机半导体市场竞争者分析

手机半导体市场是一个高度分散的市场，由几家大公司主导。 专注于创新的大公司的各种收购和合作已经发生，预计很快就会发生。 市场上的主要参与者包括三星电子和高通技术公司。 这些公司正在利用战略合作来增加市场份额和盈利能力。

• 2022 年 8 月 - 美光科技公司宣布计划到 2030 年投资 400 亿美元，以扩大其在美国的半导体製造能力。 新的製造部门有望帮助公司提高其在市场上的製造能力。

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

第四章市场动态

• 市场概览
• 市场驱动因素和限制因素简介
• 市场驱动力
  • 快速引入下一代移动通信标准，例如 LTE 和 4G
  • Multicom 解决方案的出现
• 市场製约因素
  • 製造复杂性
  • 消费者需求超过工厂产能
• 行业吸引力 - 波特五力分析
  • 买家的议价能力
  • 供应商的议价能力
  • 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 章市场细分

• 组件类型
  • 移动处理器
  • 内存
  • 逻辑芯片
  • 模拟
• 按地区
  • 北美
  • 欧洲
  • 亚太地区
  • 拉丁美洲
  • 中东

第六章竞争格局

• 公司简介
  • Samsung Electronics
  • Qualcomm Technologies, Inc.
  • MediaTek Inc.
  • NXP Semiconductors N.V.
  • Broadcom Inc.
  • Skyworks Solutions Inc.
  • Intel Corporation
  • Huawei Technologies Co. Ltd
  • Micron Technology Inc.
  • Qorvo Inc.

第7章 投资分析

第8章 市场机会未来动向

The Mobile Phone Semiconductor Market grew at a CAGR of 7.49% during the forecast period. The increasing adoption of smart technologies in mobile phones and the rapid introduction of next-generation mobile-communications standards, like LTE or 5G, are some of the major factors driving the adoption of semiconductor components in mobile phones.

Key Highlights

• The overall semiconductor industry witnessed lesser growth, and the smartphone business was also fluctuating. However, the mobile phone semiconductor market was able to witness marginal growth, owing to the increasing adoption of RF-based applications in smartphones. In many regions, especially Asia-Pacific, the smartphone business was the largest consumer of the semiconductor industry.
• Since the past year, the smartphone industry has been witnessing a nearing maturity state which is affecting the mobile phone semiconductor industry. However, with the advent of 5G technology and the government's approval for the adoption of 5G technology, it is expected to enable smartphone users to shift from phones supporting 4G and LTE technology to 5G technology which would create huge opportunities for the studied market.
• With the increasing shipments of mobile devices such as tablets, smartphones, and e-book readers have been growing and are driving the growth for a range of semiconductor components, including applications processors, modems, MEMS sensors, wireless connectivity ICs, and audio ICs in these devices.
• The increased revenue of RF was generated from its growing adoption among more bands, a larger number of carriers aggregated, and higher-order MIMO configurations supported by an increase in smartphone ASPs. This trend was expected to continue in 2019, with the addition of the mid-band spectrum for sub-6GHz 5G and mmWave modules in some 5G phones.
• Changes in the semiconductor supply chain, the market fluctuation due to the US-China trade war, the Russia-Ukrain war, and the shifting business models created opportunities for some manufacturers while posing a threat to others.
• However, the significant outbreak of the COVID-19 pandemic globally disrupted the supply chain and production, especially in the Asia-Pacific region. Major semiconductor manufacturing industries have been significantly affected as a result of Asia-Pacific being a world production center over the past two to three decades.

Mobile Phone Semiconductor Market Trends

Memory to Significantly Drive the Market

• A large portion of the growth in this segment would be driven by ongoing technological advancements such as cloud computing and virtual reality in end devices such as smartphones. Sharply higher average selling prices (ASPs) for dynamic random access memory (DRAM) and NAND flash chips also substantially generate revenues.
• In general, the expected price decreases would be offset by new capacity for flash memory and for DRAM, which would result in a better balance of supply and demand for these devices to support more latest applications such as enterprise solid-state drives (SSDs), augmented and virtual reality, artificial intelligence, graphics, and other complexes, real-time workload functions.
• However, emerging memory technologies are poised to cannibalize huge chunks of the DRAM demand in the industry. In August 2022, Micron Technology Inc., announced its plan to spend USD 40 billion through 2030 to expand its semiconductor production capacity in the United States.
• Micron's DRAM chips are used for applications in a variety of devices ranging from smartphones to data center servers. The company's plan to expand its manufacturing unit in the United States is expected to be supported by various credits and grants under the CHIPS and Science Act. Such initiatives by the company is expected to promote the demand for memory in the market providing a positive push to the mobile phone semiconductor market during the forecast period.

Asia-Pacific to Hold a Dominant Position in the Mobile Phone Semiconductor Market

• Asia-Pacific is one of the major markets for mobile phone and semiconductor technologies. The region is dominating semiconductor and smartphone manufacturing fields. Most of the major companies, in both the markets, are based in the Asia-Pacific region, while the remaining companies have a presence in the region.
• The region also dominates the global semiconductor market. The increasing smartphone and semiconductor production, especially in emerging countries, is also augmenting the mobile semiconductor demand in the region. Countries like India, Vietnam, Thailand, and Singapore, among others, are witnessing an increasing number of smartphone manufacturers setting up their manufacturing plants in the region.
• For instance, in November 2022, Apple announced its plan to open one of its largest manufacturing unit in India under the 'Make in India' initiative by the Indian Government. The new manufacturing unit is expected to be Apple's largest manufacturing unit in the region. Such initiatives by the company in the region are expected to ppromote the mobile pone semiconductor market in the region.
• China, South Korea, Japan, Singapore, and Taiwan are some of the highly developed semiconductor producers in the region. However, countries, like Malaysia and India, are also emerging as potential markets. The smartphone market is also massive in these countries; hence, they can offer enormous opportunity for the market studied too. Malaysia is emerging as one of the vital semiconductor export markets.
• In May 2021, South Korea announced its ambitious plans to spend roughly USD 450 billion to build the world's biggest chipmaking base over the next decade. joining China and the U.S. in a global race to dominate the key technology. Moreover, with the shift of various major companies to the

Mobile Phone Semiconductor Market Competitor Analysis

The Mobile Phone Semiconductor Market is a highly fragmented market, dominated by several major players. Various acquisitions and collaborations of large companies have taken place and are expected to take place shortly, which focus on innovation. Some of the key players in the market are Samsung Electronics and Qualcomm Technologies, Inc. These companies are leveraging strategic collaborative initiatives to increase their market share and increase their profitability.

• August 2022 - Micron Technology Inc. announced its plan to spend USD 40 billion through 2030 to expand its semiconductor production capacity in the United States. The new manufacturing unit is expected to help the company to increase its manufacturing capabilities in the market.

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 DYNAMICS

• 4.1 Market Overview
• 4.2 Introduction to Market Drivers and Restraints
• 4.3 Market Drivers
  • 4.3.1 Rapid Introduction of Next-generation Mobile-communications Standard, LTE or 4G
  • 4.3.2 Emergence of 'Multicom' Solutions
• 4.4 Market Restraints
  • 4.4.1 Complexity Regarding Manufacturing
  • 4.4.2 Consumer Demand Exceeding Factory Capacity
• 4.5 Industry Attractiveness - Porter's Five Forces Analysis
  • 4.5.1 Bargaining Power of Buyers
  • 4.5.2 Bargaining Power of Suppliers
  • 4.5.3 Threat of New Entrants
  • 4.5.4 Threat of Substitute Products
  • 4.5.5 Intensity of Competitive Rivalry
• 4.6 Industry Value Chain Analysis
• 4.7 Assessment of Impact of COVID-19 on the Market 

5 MARKET SEGMENTATION

• 5.1 Component Type
  • 5.1.1 Mobile Processors
  • 5.1.2 Memory
  • 5.1.3 Logic Chips
  • 5.1.4 Analog
• 5.2 Geography
  • 5.2.1 North America
  • 5.2.2 Europe
  • 5.2.3 Asia Pacific
  • 5.2.4 Latin America
  • 5.2.5 Middle East

6 COMPETITIVE LANDSCAPE

• 6.1 Company Profiles
  • 6.1.1 Samsung Electronics
  • 6.1.2 Qualcomm Technologies, Inc.
  • 6.1.3 MediaTek Inc.
  • 6.1.4 NXP Semiconductors N.V.
  • 6.1.5 Broadcom Inc.
  • 6.1.6 Skyworks Solutions Inc.
  • 6.1.7 Intel Corporation
  • 6.1.8 Huawei Technologies Co. Ltd
  • 6.1.9 Micron Technology Inc.
  • 6.1.10 Qorvo Inc.

7 INVESTMENT ANALYSIS

8 MARKET OPPORTUNITIES AND FUTURE TRENDS