下一代晶体管市场 - COVID-19 的增长、趋势、影响和预测 (2023-2028)

在预测期内，下一代晶体管市场预计将以 4% 的复合年增长率增长。

主要是由于消费电子市场的增长。 市场上最新的智能手机配备了 10 亿个晶体管，可实现更快的设备操作。 根据 IBEF 的数据，印度智能手机市场近期收入超过 380 亿美元，同比增长 27%。 智能手机领导者小米将在 2022 年第二季度出货 3950 万部设备。

主要亮点

• 半导体材料是电子行业的重要创新之一。 这归因于其高电子迁移率、宽温度限制和低能耗。 据 SEMI 预测，2022 年全球原始设备製造商的半导体製造设备销售额将达到 1175 亿美元，较之前 2021 年的 1025 亿美元的行业纪录增长 14.7%，预计将增加 1208 亿美元。
• 消费类设备中越来越多的高级功能也推动了对快速、实时处理的需求。 此外，随着物联网的出现，人工智能、数据分析、实时数据传输和处理等功能正在成为任何先进设备的基本要求，为接受调查的市场供应商创造了巨大的机会。 此外，台积电在公司的“2022 北美技术研讨会”上展示了其即将推出的製造工艺技术，其亮点是其下一代 2nm 节点（内部简称为“N2”）的详细信息。 该公司计划在 2022 年底开始生产 3nm 节点。
• 此外，2022 年 4 月，科学家们创造了第一个磁电晶体管，可以帮助提高电子设备的能效。 这种设计有望降低集成它的微电子器件的能耗，并将存储给定数据所需的晶体管数量减少多达 75%，从而使设备更小。。 微电子还可以有一个“窃取陷阱记忆”，即使在关机或突然断电后，它也能准确记住用户离开的地方。
• 此外，许多市场参与者正在转向在其製造过程中采用纳米片。 例如，2022 年 6 月，台湾芯片製造商台积电透露了其备受期待的 2nm 製造工艺节点的详细信息，预计将于 2025 年到来。 该节点将采用纳米片晶体管架构来增强公司的 3nm 技术。 据该公司称，新一代硅半导体芯片有望提高速度。 随着工艺节点的缩小和科技行业继续坚持摩尔定律，它将变得更加节能。
• 此外，后 COVID-19 正在影响半导体和其他电子元件行业的生产和製造能力。 例如，据《中国日报》的消息来源称，2022 年 6 月，深圳的 Omicron 停工迫使全球最大的电子市场之一华强北再次部分关闭。 华强北是半导体、手机等电子设备的供应基地，位于深圳市福田区。 财经媒体彩联称，随着深圳加强措施遏制具有高度传染性的 COVID-19 的传播，华强北的一些供应商已暂时关闭业务。 这些商户包括华强电子世界1号店和2号店。

下一代晶体管市场趋势

高电子迁移率晶体管 (HEMT) 的采用增加

• 高电子迁移率晶体管由于具有高增益，因此非常适合用作放大器。 另外，速度切换快。 此外，由于电流波动小，所以几乎不会产生噪音。
• 许多公司正在开发工作频率高于传统晶体管的 HEMT 设备。 例如，2022 年 11 月，纳科科技宣布推出一款新的低 RDS(on) 650V E-mode GaN HEMT 器件。 在标准 8x8 DFN 封装中，INN650D080BS 功率晶体管的导通电阻为 80mΩ（典型值为 60mΩ），可实现图腾柱 LLC 架构和快速电池充电器等高功率应用。
• 例如，2022 年 9 月，Ampleon 推出了新的 CLL3H0914L-700 GaN-SiC 高电子迁移率晶体管。 这种坚固耐用的 GaN 晶体管针对需要长脉衝宽度和高占空比的雷达运行进行了优化。 该晶体管设计用于在 50V 电压下工作时从单个晶体管实现超过 700W 的峰值输出功率，实现超过 70% 的行业领先效率和 ~2mm.秒的脉衝宽度），热开髮用于长脉衝应用程序，如 20% 的占空比。
• 此外，对消费电子产品不断增长的需求和高电子迁移率晶体管的应用正在推动市场增长。 根据 IBEF 的数据，印度的消费电子和消费电子行业最近价值 98.4 亿美元，预计到 2025 年将增长一倍以上，达到 14.8 亿印度卢比（211.8 亿美元）。 此类家电的发展将进一步推动所研究市场的增长。
• 此外，STMicroelectronics 最近还发布了一个新的 GaN 组件系列，称为 STi2GaN（ST 智能集成 GaN）。 该器件采用 ST 的无键合线封装技术以提供稳健性和可靠性。 这个新产品系列旨在利用 GaN 的高功率密度和效率来提供一系列 100V 和 650V 高电子迁移率晶体管 (HEMT) 器件。

亚太地区见证了显着的市场增长

• 亚太地区是电子产品的中心，每年生产数十亿台电子设备，尤其是在该地区消费的电子设备。 然而，亚太地区在向全球出口电子元器件方面发挥着重要作用。 该地区消费电子市场的快速增长已成为亚太地区在全球下一代晶体管市场的关键增长因素。
• 此外，中国和日本等新兴经济体拥有庞大的电子製造基地，有潜力成为晶体管市场的重要参与者。 此外，下一代手机可能会完全专注于提高手机性能，并提供更好的规格。 集成更多的晶体管有望带来体积更小、速度更快的手机，从而更好地满足消费者的需求。 据IBEF预测，2022年Q1“印度製造”智能手机出货量将超过4800万部，同比增长7%，其中印度智能手机出货量超过1.9亿部。
• 根据 IBEF，“国家电子政策 2019”的目标是到 2025 年生产 10 亿部移动终端（相当于 1900 亿美元），其中 6 亿部（相当于 1000 亿美元）预计将用于出口。
• 此外，中国已将半导体行业的发展作为“中国製造 2025”中改变这一状况的关键因素。 这个想法是通过国产芯片来增加电子领域的份额，同时满足国内对 14 亿人每天使用的智能手机和个人电脑等许多设备的 80% 的需求。 预计这些因素将推动市场扩张。
• 此外，该地区还拥有多家活跃于半导体市场的公司，包括三星、英特尔和台积电。 这些公司承认，在 2023 年之后，使用 3 纳米或 2 纳米技术世代的逻辑器件生产将逐渐从旗舰 FinFET 晶体管架构转向纳米片架构。
• 此外，2022 年 4 月，韩国第三大企业集团 SK 集团宣布，硅和碳化物（收购国内唯一一家使用 SiC 的功率半导体製造商 Yes Powertechnix）组件。 SK 宣布将以 1200 亿韩元（9500 万美元）的额外价格购买控股权并收购 Yes Powertechnix 95.8% 的股份。 此外，最近投资268亿韩元收购了Yes Powertechnix 33.6%的股份。 这些发展可能会刺激该地区的需求。

下一代晶体管市场竞争者分析

下一代晶体管市场竞争激烈。 半导体行业本身正在进入专业化阶段。 从历史上看，该行业一直专注于生产可以执行一些通用功能的计算机芯片。 这些筹码在某种程度上是相互关联的。 然而，如今，半导体应用更加微妙和差异化，导致在各个垂直领域拥有专业知识的利基玩家激增。 此外，该行业的许多公司都将其职能外包出去，但像英特尔这样设计、製造和生产半导体产品的大公司除外。 因此，该行业与全球供应链紧密相连，形成了激烈的竞争和深度合作。

• 2022 年 6 月 GaN Systems 是 GaN（氮化镓）功率半导体领域的跨国公司，在业界最广泛的 GaN 功率晶体管产品组合中推出了一款新晶体管。 GS-065-018-2-L 扩展了我们的高性能、低成本晶体管产品组合，具有低导通电阻、稳健性、改进的热性能和 850V VDS（瞬态）额定值。

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

• 调查结果
• 调查假设
• 本次调查的范围

第2章研究方法论

第 3 章执行摘要

第4章市场动态

• 市场概览
• 市场动态简介
• 市场驱动因素
  • 高密度设备的技术进步
  • 消费电子产品的扩散
• 市场製约因素
  • 维持摩尔定律的成本更高，回报更低
• 价值链分析
• 行业吸引力 - 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

第 5 章市场细分

• 按类型
  • 高电子迁移率晶体管 (HEMT)
  • 双极结型晶体管 (BJT)
  • 场效应晶体管 (FET)
  • 多发射极晶体管 (MET)
  • 双栅金属氧化物半导体场效应晶体管
• 按最终用户行业
  • 航空航天与国防
  • 工业
  • 通讯领域
  • 消费类电子产品
• 区域信息
  • 北美
  • 欧洲
  • 亚太地区
  • 拉丁美洲
  • 中东和非洲

第6章竞争格局

• 公司简介
  • NXP Semiconductors N.V.
  • Infineon Technologies AG
  • STMicroelectronics N.V.
  • Fairchild Semiconductor International, Inc.（ON Semiconductor Corp.）
  • Texas Instruments Incorporated
  • Intel Corporation
  • GLOBALFOUNDRIES Inc.
  • Taiwan Semiconductor Manufacturing Company
  • Samsung Electronics Co., Ltd
  • Microchip Technology Inc.

第7章 投资分析

第8章 市场将来性

Next-Generation Transistors Market is expected to grow at a CAGR of 4% over the forecast period. Primarily due to the increase in the consumer electronics market. A billion transistors are present in the newest smartphones on the market, ensuring speedier gadget operation. According to IBEF, India's smartphone market revenue crossed USD 38 billion recently, with a 27% YoY growth. In addition, Xiaomi, a top smartphone company, shipped 39.5 million devices in Q2 2022.

Key Highlights

• Semiconductor materials represent one of the significant innovations in the electronics industry. This can be accredited to their high electron mobility, wide temperature limits, and low energy consumption. According to SEMI, worldwide sales of total semiconductor manufacturing equipment by original equipment manufacturers reached a record USD 117.5 billion in 2022, rising 14.7% from the previous industry high of USD 102.5 billion in 2021 and forecasted to increase by USD 120.8 billion in 2023.
• The growing scope of advanced features in consumer devices is also fueling the need for fast and real-time processing. Furthermore, with the advent of IoT, features like AI, data analytics, real-time data transfer, and processing are becoming a basic necessity for any advanced devices, creating a massive opportunity for the studied market vendors. Furthermore, TSMC showcased its upcoming manufacturing process technology at the company's 2022 North America Technology Symposium, with the highlight being details of its next-generation 2nm node, known internally as N2. The company will go into production with the 3nm node at the end of 2022.
• Moreover, in April 2022, Scientists created what they believe is the first magneto-electric transistor that could help to make electronics more power-efficient. Along with curbing the energy consumption of any microelectronics that incorporate it, the team's design could reduce the number of transistors needed to store specific data by as much as 75 percent leading to smaller devices. It could also lend those microelectronics "steel-trap memory" that remembers exactly where its users leave off, even after being shut down or abruptly losing power.
• Further, many players in the market are shifting towards employing nanosheets in their manufacturing process. For instance, in June 2022, Taiwanese chipmaker TSMC revealed details of its much-anticipated 2nm production process node - set to arrive in 2025 - which will use a nanosheet transistor architecture and enhancements to its 3nm technology. According to the company. The newer generations of silicon semiconductor chips are expected to increase speed. They will be more energy efficient as process nodes shrink and the tech industry continues to fight to hang onto Moore's Law.
• Moreover, Post COVID-19 is affecting the production and manufacturing capacity of the semiconductor and other electronics components industry. For instance, in June 2022, according to sources in the Chinese Press, Shenzhen's Omicron lockout forced Huaqiangbei, one of the world's biggest electronics markets, to partially close once again. Huaqiangbei, a center for the supply of semiconductors, cellphones, and other electronics, is situated in the Futian District of Shenzhen. According to financial media Cailianshe, certain vendors in Huaqiangbeihave temporarily ceased operations as Shenzhen intensified measures to control the spread of the highly contagious Omicron COVID-19. These vendors include the first and second stores of HuaqiangElectronics World.

Next-Generation Transistors Market Trends

Increasing adoption of High Electron Mobility Transistor (HEMT)

• High electron mobility transistors produce high gain, making these transistors very useful as amplifiers. They can quickly switch speeds. And shallow noise values are produced as the current variations in these transistors are relatively low.
• Many companies are developing HEMT devices that operate at higher frequencies than conventional transistors. For instance, in November 2022, Nanoscience Technology announced a new low RDS(on) 650V E-mode GaN HEMT device. In a standard 8x8 DFN package, INN650D080BS power transistors have an on-resistance of 80m (60m typical), enabling higher power applications such as totem pole LLC architectures or fast battery chargers.
• For instance, in September 2022, Ampleon Launched a new CLL3H0914L-700 GaN-SiC High-electron-mobility transistor. This rugged GaN transistor is optimized for radar executions where long pulse width and high-duty cycles are needed. The transistor was engineered to accomplish over 700W of peak output power from a single transistor while operating at a voltage of 50V with industry-leading efficiency of over 70%, as well as developed thermally for long pulse applications, such as pulse widths (~2 milliseconds) and 20% duty cycles.
• Moreover, the growing demand for consumer electronics and the applicability of high electron mobility transistors drive market growth. According to IBEF, the Indian appliances and consumer electronics industry stood at USD 9.84 billion recently and is expected to more than double to reach INR 1.48 lakh crore (USD 21.18 billion) by 2025. Such developments in consumer electronics will further drive the studied market growth.
• Furthermore, STMicroelectronics recently announced a new family of GaN parts designated STi2GaN, which stands for ST Intelligent and Integrated GaN. The pieces use ST's bond-wire-free packaging technology to provide robustness and reliability. The new product family aims to leverage the high-power density and efficiency of GaN to offer a range of 100- and 650-V high-electron-mobility transistor (HEMT) devices.

Asia Pacific to Experience Significant Market Growth

• The Asia Pacific region is an electronics hub with billions of electronic devices manufactured annually for consumption, specifically in this region. However, the Asia-Pacific region plays a significant role in exporting electronic components across the globe. The rapid growth in the consumer electronics market in this region is the key growth factor for the Asia-Pacific region in the Global Next Generation Transistor Market.
• Furthermore, the developing economies of the region, such as China and Japan, have massive electronics manufacturing bases and hold the potential to become significant players in the transistors market. Further, the next-generation phones would be entirely focused on improving the performance of phones with better specifications. Integrating more transistors is expected to direct to smaller phones with faster processing, which caters perfectly to consumer needs. According to IBEF, Shipments of "Made-in-India" smartphones rose 7% YoY in Q1 2022 to reach over 48 million units, while over 190 million smartphones made in India were shipped.
• According to IBEF, The National Policy on Electronics 2019 targets the production of one billion mobile handsets valued at USD 190 billion by 2025, out of which 600 million handsets valued at USD 100 billion are likely to be exported.
• Furthermore, China has made the growth of its semiconductor industry a key component of its Made in China 2025 agenda to alter this situation. China intends to increase its market share in electronics while having local chip production meet 80% of domestic demand for the numerous smartphones, PCs, and other devices that its 1.4 billion citizens use daily. All of these elements are anticipated to support market expansion.
• Moreover, the region has several players in the semiconductor market, like Samsung, Intel, and TSMC. These firms have acknowledged that starting in 2023, the production of logic devices using the 3nm or 2nm technology generations will gradually switch from the workhorse FinFETtransistor architectures to nanosheet-like architectures.
• Furthermore, in April 2022, The third-largest conglomerate in South Korea, SK Group, will acquire Yes Powertechnix, the only domestic manufacturer of power semiconductors based on a component of silicon and carbide (SiC), which are emerging as a key component of electric vehicles, as part of a group-wide effort to strengthen its battery-related business. SK Inc. said it would purchase management rights and a further KRW 120 billion (USD 95 million) to acquire 95.8% of Yes Powertechnix. Further, the business recently invested KRW 26.8 billion to acquire a 33.6% ownership in Yes Powertechnix. Such development may fuel the region's demand.

Next-Generation Transistors Market Competitor Analysis

The next-generation transistors market is highly competitive. The semiconductor industry itself is going through a phase of specialization. Historically, the industry has concentrated on producing computer chips that could perform several generalized functions. These chips were related to each other to some extent. But today, the applications of semiconductors are more nuanced and differentiated, leading to the proliferation of niche players with specialized expertise across various verticals. Moreover, in this industry, many players outsource their functionalities except a few major players like Intel, who design, fabricate, and manufacture semiconductor products. This makes the sector deeply connected to global supply chains and has made this industry fiercely competitive and deeply collaborative.

• June 2022 - GaN Systems, the multinational player in GaN (gallium nitride) power semiconductors, introduced a new transistor in the industry's broadest portfolio of GaN power transistors. The GS-065-018-2-L expands the firm's high-performance, low-cost transistor portfolio and features lower on-resistance, raised robustness and thermal performance, and an 850V VDS (transient) rating.

Additional Benefits:

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

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Deliverables
• 1.2 Study Assumptions
• 1.3 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

• 4.1 Market Overview
• 4.2 Introduction to Market Dynamics
• 4.3 Market Drivers
  • 4.3.1 Technological Advancements Leading To Demand for Increasing Device Densities
  • 4.3.2 Proliferation of Consumer Electronics
• 4.4 Market Restraints
  • 4.4.1 Cost of Maintaining Moore's Law is Getting Higher with Low Returns
• 4.5 Industry Value Chain Analysis
• 4.6 Industry Attractiveness - Porter's Five Forces Analysis
  • 4.6.1 Threat of New Entrants
  • 4.6.2 Bargaining Power of Buyers
  • 4.6.3 Bargaining Power of Suppliers
  • 4.6.4 Threat of Substitute Products
  • 4.6.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

• 5.1 By Type
  • 5.1.1 High Electron Mobility Transistor (HEMT)
  • 5.1.2 Bipolar Junction Transistor (BJT)
  • 5.1.3 Field Effect Transistors (FET)
  • 5.1.4 Multiple Emitter Transistor (MET)
  • 5.1.5 Dual Gate Metal Oxide Semiconductor Field Effective Transistor
• 5.2 By End User Industry
  • 5.2.1 Aerospace & Defense
  • 5.2.2 Industrial
  • 5.2.3 Telecommunications
  • 5.2.4 Consumer Electronics
• 5.3 By Geography
  • 5.3.1 North America
  • 5.3.2 Europe
  • 5.3.3 Asia Pacific
  • 5.3.4 Latin America
  • 5.3.5 Middle East & Africa

6 COMPETITIVE LANDSCAPE

• 6.1 Company Profiles
  • 6.1.1 NXP Semiconductors N.V.
  • 6.1.2 Infineon Technologies AG
  • 6.1.3 STMicroelectronics N.V.
  • 6.1.4 Fairchild Semiconductor International, Inc. (ON Semiconductor Corp.)
  • 6.1.5 Texas Instruments Incorporated
  • 6.1.6 Intel Corporation
  • 6.1.7 GLOBALFOUNDRIES Inc.
  • 6.1.8 Taiwan Semiconductor Manufacturing Company
  • 6.1.9 Samsung Electronics Co., Ltd
  • 6.1.10 Microchip Technology Inc.

7 INVESTMENT ANALYSIS

8 FUTURE OF THE MARKET