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市场调查报告书
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1403092

智慧型功率模组 (IPM) -市场占有率分析、产业趋势与统计、2024-2029 年成长预测

Intelligent Power Module (IPM) - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts 2024 - 2029
出版日期: | 出版商: Mordor Intelligence | 英文 120 Pages | 商品交期: 2-3个工作天内

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简介目录

智慧型功率模组（IPM）市场规模预计到 2024 年为 21.2 亿美元，预计到 2029 年将达到 36.3 亿美元，预测期内（2024-2029 年）复合年增长率为 9.87%

智慧功率模组（IPM）-市场-IMG1

智慧型功率模组 (IPM) 经常用于消费性电子、工业自动化、可再生能源和汽车等产业。它具有提高电源效率、体积更小、重量更轻、可靠性更高、电路设计更容易等优点。

主要亮点

  • 智慧型功率模组 (IPM) 将高速、低损耗 IGBT、二极体功率装置、整合式闸极驱动器和保护电路整合在一个机壳中。电力电子技术在马达控制应用中提供的诸多优势正在推动对 IPM 的需求。 IPM 内建的过温保护和电压锁定保护也可用于提高系统可靠性。
  • 由于人口的巨大增长和各行业的电气化，对电力的需求持续增长，能源效率已成为关键问题。随着IPM在最新一代功率半导体中带来显着的效率提升，研究市场发现多个部门都致力于开发有助于减少电力浪费和提高利用效率的解决方案，这是支持成长的主要因素之一。
  • 可再生能源发电的需求不断增长， OEM专注于提供创新高效的能源电力监控模组，以及工业、汽车和家电领域对IPM的需求快速成长，正在推动智慧型功率模组（IPM）市场的发展。主要因素之一。此外，个人运算产业的趋势，例如更小的系统尺寸、更快的处理器以及支援高级应用的需求，正在推动智慧型电源模组（IPM）的小型化，使它们更容易购买、储存和组装。随着所需组件数量的减少，预计将推动市场成长。
  • IEA表示，从2022年到2030年，可再生能源供应预计将继续以每年13%左右的速度成长，以实现净零排放。此外，为了在 2050 年实现净零排放，到 2030 年全球对可再生能源的年度投资将需要增加两倍以上，达到约 4 兆美元。这些因素将增加各种半导体装置的需求，并为IPM创造庞大的市场。
  • 世界各地旨在减少碳排放和保护环境的多个政府计划正在推动新能源汽车的采用，例如混合插电动车、电动车（EV）和替代燃料汽车，IPM广泛应用于石油领域泵、交流压缩机、汽车充电装置等因此，电动汽车行业的成长预计将支持研究市场的成长。
  • 此外，IPM也广泛应用于空调、洗衣机、吸尘器、冰箱等家用电器。例如，意法半导体提供的智慧型功率模组（IPM）SLLIMM是一款紧凑型、高度整合的功率模具模组，它结合了智慧驱动和功率开关零件，适用于家用电器、风扇、空调逆变器、水泵等，驱动来自少数几个马达的马达。功率高达 5 千瓦，适用于伺服马达和通用驱动器等应用。
  • 然而，IPM产业要快速发展，需要将新的趋势和技术融入IPM中。由于厂商专注于将大量功能整合到单一晶片中，因此很难建构高效的控制结构，这成为了IPM技术成长的限制因素。
  • 此外，随着智慧型功率模组（IPM）的应用领域和效能要求进一步扩大，高成本和设计复杂性增加等因素预计也会阻碍所研究市场的成长。

智慧型功率模组（IPM）市场趋势

可再生能源投资的增加推动市场成长

  • 智慧型功率模组 (IPM) 结合了最先进的 IGBT、MOSFET、新一代闸极驱动器 IC 和尖端热机械技术，可提高功率密度、提高系统稳健性、提高系统可靠性、改善系统性能和能源效率。由于这些优点，IPM在可再生能源领域已广泛应用。
  • 在全球范围内，可再生能源计划的数量正在增加，这也推动了市场的成长。政府鼓励使用可再生能源的计划推动了对智慧型功率模组 (IPM) 的需求。预计到2040年，太阳能风力发电能将满足全球三分之一的电力需求。
  • 国际能源总署（IEA）预测，到2023年，全球清洁能源投资将达到1.7兆美元，太阳能产量首次超过石油。此外，在再生能源和电动车的推动下，2021年至2023年清洁能源的年度投资将成长24%，而同期石化燃料的投资预计将成长15%。此类支出可能会推动可再生能源产业的发展，并为 IPM 製造商创造多种机会来改善其产品并满足需求。
  • 由于全球可再生能源计划的增加，智慧型功率模组（IPM）市场预计在未来几年将扩大。例如，2023年2月，苹果承诺增加对欧洲太阳能和风能计划的投资，并鼓励供应商对iPhone和其他产品生产相关流程进行脱碳。
  • 此外，可再生能源预计将大幅成长，100多个国家生产风电，全球整体风电产量预计将增加十倍。研究的市场是由离岸风电网路的日益增长推动的，包括直接高压电流 (HVDC) 输电系统，IPM 是其中的一个组成部分。根据Ember的数据，可再生能源在全球发电中的份额正在稳步上升，从2015年的23.31%增加到2022年的29.91%。
  • 此外，政府对可再生能源领域的措施和投资的增加也为所研究市场的成长创造了有利的市场前景。例如，2022年12月，印度政府与印度太阳能公司有限公司（SECI）宣布提供2,800万美元的干净科技基金（CTF）贷款，以支持增加可再生和清洁能源来源。与世界银行合作，包括1.5 亿美元的IBRD 贷款和2,200 万美元的CTF津贴。该协议符合印度雄心勃勃的计划，即在 2030 年实现 500 吉瓦 (GW)可再生能源发电能力。
智慧功率模组（IPM）-市场-IMG2

北美预计将为市场成长做出重大贡献

  • 由于终端用户产业对可再生能源的高利用率、先进家用电器的高普及以及电动汽车利用率预计将持续上升，北美地区是全球智慧型功率模组（IPM）市场最重要的地区。消费者对使用节能产品的高度认识也是北美地区市场成长的关键驱动力之一。
  • 北美地区，特别美国，拥有福特、通用汽车、菲亚特克莱斯勒汽车、特斯拉等众多国际汽车及汽车零件製造商，是全球最大的汽车市场之一。根据美国能源局统计，2022年美国轻型车（含轿车、轻型卡车等）销量约1,384万辆。这些趋势支持了所研究市场的成长，因为 IPM 广泛应用于汽车行业的动力传动系统、油泵和交流压缩机等应用。
  • 此外，随着北美电动车和混合普及的提高，对智慧型功率模组（IPM）的需求也大幅增加。根据阿贡国家实验室的数据，2023 年 7 月，美国销售了约 103,623 辆混合动力汽车和 119,853 辆插电式汽车 (PHEV)。截至 2023 年 7 月，纯电动车和插电式混合动力车总合销量为 780,294 辆。
  • 家用电子电器也是一个关键领域，随着北美地区对智慧消费设备的需求持续强劲，IPM 需求预计将成长。例如，根据消费者技术协会 (CTA) 的数据，美国美国科技产业预计到 2023 年将产生超过 4,850 亿美元的零售额。
  • 此外，随着世界各国政府专注于使用可再生能源发电，工业活动正在增加。这也有望扩大市场机会。例如，加拿大2022年联邦预算承诺在四年内投资相当于2.5亿美元，以支持全国重要清洁能源计划的前期开发活动。

智慧型功率模组（IPM）产业概况

由于提供 IPM 解决方案的公司越来越少，智慧型功率模组 (IPM) 市场已成为半固体。主要企业包括富士电机、英飞凌科技股份公司、三菱电机公司、罗姆公司和半导体公司。由于这些公司占据主导地位，市场适度整合。然而，随着需求的扩大，参与企业预计将会增加，参与企业之间的竞争预计将会加剧。

2023年7月，智慧型电源与感测技术供应商ONCEMI与行动科技公司麦格纳宣布签署长期供货协议，麦格纳将ONCEMI的EliteSiC智慧型电源解决方案整合到该公司的eDrive系统中。

2022 年 5 月，ensitron 推出 SPG025N035P1B GaN 半轴智慧型功率模组 (IPM)，采用 Efficient Power Conversion 的 350V EPC2050 eGaN FET。 ensitron 透过用 EPC 的 350V 和 EPC2050 GaN FET 取代普通硅 FET，将解决方案的尺寸减小了 60%。

其他福利：

  • Excel 格式的市场预测 (ME) 表
  • 3 个月分析师支持

目录

第一章简介

  • 研究假设和市场定义
  • 调查范围

第二章调查方法

第三章执行摘要

第四章市场洞察

  • 市场概况
  • 产业价值链分析
  • 产业吸引力－波特五力分析
    • 供应商的议价能力
    • 买方议价能力
    • 新进入者的威胁
    • 替代品的威胁
    • 竞争公司之间的敌对关係
  • 宏观趋势对市场的影响

第五章市场动态

  • 市场驱动因素
    • 透过增强监控水准提高可靠性
    • 电动车成长潜力大
  • 市场抑制因素
    • 延迟采用新技术

第六章市场区隔

  • 按工作电压
    • 600V
    • 1,200V
  • 按功率元件
    • IGBT
    • MOSFET
  • 按用途
    • 家用电子电器
    • 伺服驱动器
    • 运输设备
    • 可再生能源
    • 其他用途
  • 按地区
    • 北美洲
      • 美国
      • 加拿大
    • 欧洲
      • 英国
      • 德国
      • 法国
      • 欧洲其他地区
    • 亚太地区
      • 中国
      • 印度
      • 日本
      • 其他亚太地区
    • 世界其他地区 中东/非洲
      • 中东/非洲
      • 拉丁美洲

第七章竞争形势

  • 公司简介
    • Mitsubishi Electric Corp.
    • Infineon Technologies AG
    • Fuji Electric Co. Ltd
    • Fairchild Semiconductors（ON Semiconductor）
    • Semikron Elektronik GmbH & Co. KG
    • ROHM Co. Ltd
    • Vincotech GmbH
    • Future Electronics Inc.
    • ST Microelectronics NV
    • Powerex Inc.
    • ON Semiconductor Corporation

第八章投资分析

第九章 市场未来展望

简介目录
Product Code: 48751
Intelligent Power Module (IPM) - Market - IMG1

The Intelligent Power Module Market size is estimated at USD 2.12 billion in 2024, and is expected to reach USD 3.63 billion by 2029, growing at a CAGR of 9.87% during the forecast period (2024-2029).

Industries like consumer electronics, industrial automation, renewable energy, automotive, and more frequently use intelligent power modules. They provide advantages such as increased power efficiency, smaller and lighter size and weight, higher reliability, and easier circuit design.

Key Highlights

  • Intelligent power modules are high-speed, low-loss IGBTs, diode power devices, integrated gate drives, and protective circuits housed in a single enclosure. The many advantages afforded by power electronics technology in motor control applications are driving up demand for these IPMs. The IPM's integrated over-temperature and voltage lock-out protection are also employed to improve system dependability.
  • With the demand for electricity continuing to grow due to staggering population growth and the electrification of various industries, energy efficiency is a crucial concern. The increasing focus of multiple sectors to develop solutions that can help them reduce power wastage and enhance utilization efficiency is among the primary factors supporting the growth of the studied market as IPMs deliver significant efficiency gains with the latest generation of power semiconductors.
  • Rising demand for renewable energy generation, OEM focus on offering creative and efficient energy and power monitoring modules, and soaring demand for IPMs in the industrial, automotive, and consumer electronics verticals are some of the primary drivers driving the intelligent power module market. Furthermore, trends in the personal computing industry, such as smaller system sizes, faster processors, and the need to support advanced applications, are expected to promote the market's growth, as intelligent power modules' small size results in fewer parts needing to be purchased, stored and put together.
  • According to the IEA, in order to achieve the Net Zero Scenario, the supply of renewable energy is anticipated to continue growing by roughly 13 percent annually throughout the years 2022-2030. Additionally, global annual renewable energy investment must more than triple to around USD 4 trillion by 2030 to achieve net zero emissions by 2050. These elements will increase demand for a variety of semiconductor devices, creating a substantial market for IPMs.
  • Several government programs throughout the world aimed at reducing carbon emissions and preserving the environment are driving the adoption of new energy vehicles such as hybrid plug-in electric vehicles, Electric Vehicles (EVs), and alternate fuel vehicles, wherein IPMs are widely used in oil pumps, AC compressors, onboard charging units, etc. Hence, the growth of the EV industry is expected to support the studied market's growth.
  • Furthermore, IPMs are widely adopted in consumer appliances such as air conditioners, washing machines, vacuum cleaners, refrigerators, etc. For instance, the intelligent power module, SLLIMM, offered by STMicroelectronics, is a compact and highly integrated power molded module that combines smart driving and power switching sections to drive motors from a few watts up to 5 kilowatts in applications such as home appliances, fans, air conditioning inverters, pumps, servo motors, general purpose drives and more.
  • However, for the rapid growth of the IPM industry, adopting new trends and technologies in IPMs is required. Building a highly efficient control structure is difficult as vendors focus on integrating numerous functionalities into a single chip, acting as a stifling factor for the technological growth of IPMs.
  • Additionally, factors such as a higher cost and the growing design complexity as the application area and performance requirement from intelligent power modules expand further are also anticipated to challenge the studied market's growth.

Intelligent Power Module (IPM) Market Trends

Growing Investments in Renewable Energy to Drive the Market's Growth

  • The intelligent power modules combine cutting-edge IGBTs, MOSFETs, next-generation Gate Driver ICs, and cutting-edge thermomechanical technology to give increased power density, improved system ruggedness, and system reliability boost system performance and energy efficiency. These benefits make IPMs widely used in the renewable energy sector.
  • Globally, the number of renewable energy projects is increasing, which also adds to market growth. Demand for intelligent power modules is driven by government programs designed to encourage the use of renewable energy. By 2040, solar and wind energy are estimated to meet one-third of worldwide power needs.
  • The International Energy Agency (IEA) estimates that by 2023, global investments in clean energy will reach USD 1.7 trillion, with solar energy production expected to surpass that of oil for the first time. Additionally, it is anticipated that annual investments in clean energy will increase by 24 percent between 2021 and 2023, led by renewables and electric cars, as opposed to a 15 percent increase in investments in fossil fuels during the same time frame. Such expenditures will propel the renewable energy industry, creating several opportunities for IPM manufacturers to improve their products and meet demand.
  • In the upcoming years, the market for intelligent power modules is anticipated to expand due to the rising number of renewable energy projects taking place around the world. As an illustration, Apple Inc. declared in February 2023 that it would increase its investments in solar and wind projects in Europe and urged its suppliers to decarbonize processes related to the production of iPhones and other products.
  • Furthermore, renewable energy is anticipated to grow significantly as more than 100 nations generate electricity from wind, and wind energy production is expected to increase tenfold globally. The market under study is being driven by the expanding use of off-shore wind networks that include direct high-voltage current (HVDC) power transmission systems, a component of which is IPM. According to Ember, the share of renewable energy in global power generation has been witnessing steady growth, increasing from 23.31 percent in 2015 to 29.91 percent in 2022.
  • Furthermore, the increasing government initiatives and investment in the renewable energy segment are also creating a favorable market scenario for the growth of the studied market. For instance, in December 2022, the Government of India and the Solar Energy Corporation of India Limited (SECI) signed an agreement with the World Bank for a USD 150 million IBRD loan, including a USD 28 million Clean Technology Fund (CTF) loan, and a USD 22 million CTF grant to help increase its power generation capacity through renewable and cleaner energy sources. This agreement aligns with India's ambitious plans to achieve 500 gigawatts (GW) of renewable energy generation capability by 2030.
Intelligent Power Module (IPM) - Market - IMG2

North America is Expected to Contribute Significantly to the Market's Growth

  • The North American region is expected to remain among the most critical regions in the global intelligent power module market owing to the high usage of renewable energy in end-user industries, higher penetration of advanced consumer electronic products, and rising E.V. usage. Higher consumer awareness about using energy-efficient products is also among the key driving factors for the studied market's growth in the North American region.
  • In the North American region, especially in the United States, there are numerous international automotive and automotive part manufacturers such as Ford, General Motors, Fiat Chrysler Automobiles, and Tesla, putting the country among the world's largest automotive marketplaces. According to the U.S. Department of Energy, in 2022, about 13.84 million units of light-duty vehicles (including autos, light trucks, etc.) were sold in the United States. As IPMs are widely used in the automotive industry in applications such as powertrains, oil pumps, A.C. compressors, etc., such trends are supporting the studied market's growth.
  • The demand for intelligent power modules is also significantly expanding as electric and hybrid car adoption rates rise in the North American region. According to the Argonne National Laboratory, in July 2023, about 103,623 HEVs and 119,853 plug-in vehicles (PHEVs) were sold in the United States. Cumulatively, a total of 780,294 BEVs and PHEVs were sold in 2023 till July.
  • Consumer electronics is another significant segment wherein the demand for IPM is expected to grow as the demand for smart consumer devices continues to remain high in the North American region. For instance, according to the Consumer Technology Association (CTA), the U.S. consumer technology industry is projected to generate over USD 485 billion in retail sales revenue in 2023.
  • In addition, more industrial activity has been seen as a result of governments putting more emphasis on producing power from renewable sources. This is also anticipated to open up market opportunities. For instance, the 2022 Federal Budget of Canada committed investment worth USD 250 million that would be spent over four years to support pre-development activities of clean electricity projects of national significance.

Intelligent Power Module (IPM) Industry Overview

The Intelligent Power Module (IPM) market is semi-consolidated because few companies provide IPM solutions. Some major companies are Fuji Electric Co. Ltd., Infineon Technologies AG, Mitsubishi Electric Corp., ROHM Co., Ltd., Semiconductor Corporation, and others. The market has become moderately consolidated due to these businesses' dominance. However, the growing demand is anticipated to attract more players in the market, which will drive competition among the market players.

In July 2023, onsemi, a provider of intelligent power and sensing technologies, and Magna, a mobility technology company, announced a long-term supply agreement for Magna to integrate Onsemi's EliteSiC intelligent power solutions into its eDrive systems.

In May 2022, Sensitron announced the SPG025N035P1B GaN Half Bridge Intelligent Power Module (IPM) module, which employed Efficient Power Conversion's 350 V EPC2050 eGaN FET. Sensitron reduced the size of their solution by 60% by replacing typical silicon FETs with EPC's 350 V and EPC2050 GaN FET while also boosting the module's already superb junction-to-case thermal conduction.

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 Buyers
    • 4.3.3 Threat of New Entrants
    • 4.3.4 Threat of Substitute Products
    • 4.3.5 Intensity of Competitive Rivalry
  • 4.4 Impact of Macro Trends on the Market

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Increasing Reliability Through An Enhanced Level of Monitoring
    • 5.1.2 High Potential For Growth Of Electric Vehicles
  • 5.2 Market Restraints
    • 5.2.1 Sluggish Adoption of New Technologies

6 MARKET SEGMENTATION

  • 6.1 By Operational Voltage
    • 6.1.1 600V
    • 6.1.2 1200V
  • 6.2 By Power Device
    • 6.2.1 IGBT
    • 6.2.2 MOSFET
  • 6.3 By Application
    • 6.3.1 Consumer Electronics
    • 6.3.2 Servo Drives
    • 6.3.3 Transportation
    • 6.3.4 Renewable Energy
    • 6.3.5 Other Applications
  • 6.4 By Geography
    • 6.4.1 North America
      • 6.4.1.1 United States
      • 6.4.1.2 Canada
    • 6.4.2 Europe
      • 6.4.2.1 United Kingdom
      • 6.4.2.2 Germany
      • 6.4.2.3 France
      • 6.4.2.4 Rest of Europe
    • 6.4.3 Asia-Pacific
      • 6.4.3.1 China
      • 6.4.3.2 India
      • 6.4.3.3 Japan
      • 6.4.3.4 Rest of Asia-Pacific
    • 6.4.4 Rest of the World
      • 6.4.4.1 Middle East & Africa
      • 6.4.4.2 Latin America

7 COMPETITIVE LANDSCAPE

  • 7.1 Company Profiles
    • 7.1.1 Mitsubishi Electric Corp.
    • 7.1.2 Infineon Technologies AG
    • 7.1.3 Fuji Electric Co. Ltd
    • 7.1.4 Fairchild Semiconductors (ON Semiconductor)
    • 7.1.5 Semikron Elektronik GmbH & Co. KG
    • 7.1.6 ROHM Co. Ltd
    • 7.1.7 Vincotech GmbH
    • 7.1.8 Future Electronics Inc.
    • 7.1.9 ST Microelectronics NV
    • 7.1.10 Powerex Inc.
    • 7.1.11 ON Semiconductor Corporation

8 INVESTMENT ANALYSIS

9 FUTURE OUTLOOK OF THE MARKET