逻辑IC：市场占有率分析、产业趋势与统计、成长预测（2024-2029）

逻辑IC市场规模预计到2024年为1,983.6亿美元，预估至2029年将达2,763.3亿美元，预测期内（2024-2029年）复合年增长率为6.85%。

出货量方面，预计将从2024年的652.4亿台成长到2029年的801亿台，预测期间（2024-2029年）复合年增长率为4.19%。

半导体製造流程的不断进步正在开发更复杂、更有效率的逻辑 IC。更小的电晶体尺寸、更高的性能和更低的功耗使得开发可用于广泛应用的高效能逻辑 IC 成为可能。逻辑 IC 非常灵活，可用于多种应用。它可以配置为执行多种逻辑功能，例如 AND、OR、NOT 和 XOR。这种灵活性使得智慧电路的设计和开发能够满足各种行业的要求，包括消费性电子、汽车、通讯和工业自动化。

主要亮点

• 逻辑IC对电子设备的小型化和整合化做出了巨大贡献。由于半导体製造技术的发展，近年来小型且复杂的逻辑电路已被整合到单晶片中。这种整合使电子系统能够增强其功能，同时减少其物理尺寸和消费量，从而可用于行动装置、无线技术甚至空间受限的应用。显示辅助器、通用逻辑和 MOS 触控萤幕控制器是近年来显着推动市场发展的一些逻辑组件。
• 此外，最终用户行业的进步正在增加对小型且坚固的半导体设备的需求。例如，与传统 PCB基板不同，现代智慧型手机需要更小的 PCB基板。我们也看到物联网设备的出现，例如具有不规则和不同形状的可穿戴设备，这只能透过小型化来实现。因此，对小型化IC元件的需求预计将大幅增加。
• 物联网和工业物联网的出现对电子设备的设计和尺寸产生了重大影响，包括智慧家庭、办公室、穿戴式装置、远端监控和控制等技术的引入。此外，OEM和设计师在开发穿戴式技术时首先考虑小型化。
• 需要小型化电子元件的另一项进步是便携式电子产品，其中需要更小、更薄的半导体系统以节省空间和小型化。对于航太和电动车等高度整合和高速应用，提高电气性能以尽量减少噪音影响的需求也很明显。由于设计最终产品时考虑这些因素，逻辑 IC 元件在开发先进电子系统中变得越来越重要。
• 逻辑 IC 预计将执行各种复杂的功能。随着技术的进步，电子设备需要具有更尖端的功能和性能。设计人员必须结合复杂的逻辑电路和演算法来满足这些需求。功能的增加导致了更大、更复杂的设计，使得管理和优化各个元件之间的复杂互动成为一项挑战。
• COVID-19 大流行极大地改变了市场，影响了客户行为、业务收益以及公司营运的许多方面。疫情暴露了供应方面以前未被注意到的风险，可能导致关键零件的短缺。因此，半导体公司正在积极重组其供应链以增强弹性，而这些调整可能会在疫情后继续下去。

逻辑IC市场趋势

快速成长的汽车领域

• 逻辑 IC 对于汽车控制和通讯系统至关重要。它们用于引擎控制单元（ECU）、变速箱控制单元（TCU）、防锁死煞车系统、资讯娱乐系统、安全气囊控制模组和系统以及各种其他电控系统。 IC 可以处理和执行用于车辆控制、监控和通讯的高级演算法和逻辑功能。
• 消费者寻求先进的功能、便利性和无缝的使用者体验，包括舒适性、安全性和便利性，例如ADAS（高级驾驶辅助系统）、智慧照明系统、个人化设定和语音控制等。满足消费者期望并提供创新功能正在推动汽车产业对逻辑 IC 的需求。
• 各种 ADAS 技术在现代车辆中变得司空见惯，包括自动紧急煞车、车道偏离警告和主动式车距维持定速系统。逻辑 IC 对于处理感测器资料、做出即时决策和控制车辆功能至关重要。未来的趋势很可能会导致更先进的ADAS功能的发展，需要逻辑IC具有更高的运算能力、更低的延迟和增强的感测器融合能​​力。
• 安全和功能要求在汽车行业中非常重要。逻辑 IC 可确保 ADAS、自动驾驶、动力传动系统控制等各种汽车系统的安全可靠运作。对符合 ISO 26262 等严格安全标准的高性能、可靠逻辑 IC 的需求正在推动汽车市场的需求。
• 追求自动驾驶汽车是汽车产业的重要趋势。逻辑 IC 对于自动驾驶所需的复杂处理和决策至关重要。
• 罗兰贝格预计，2025年4级轻型自动驾驶汽车的渗透率将达到1%，此后市场占有率将逐步增加。此外，到 2030 年，预计 4 级小型自动驾驶汽车将占全球市场的 5%。随着自动驾驶技术的进步，将需要具有更高处理能力、先进感测器整合和强大安全功能的逻辑 IC。
• 此外，环境问题和政府法规正在加速向电动车的转变。电动车基于先进的电力电子和电池管理，因此需要专门的逻辑 IC 来确保最佳的能源使用、马达控制和充电基础设施整合。
• IEA最新报告预计，2022年全球电动车销量将超过1,000万辆，2023年销量预计将成长35%，达到1,400万辆。 2023年，中国、欧洲、美国等地区电动车销量将达1,390万辆。

亚太地区录得强劲成长

• 亚太地区仅包含对中国和日本的分析。该地区是全球半导体产业充满活力且快速成长的部分。凭藉新兴经济体、强大的製造能力以及不断增长的电子产品需求，亚太地区对于推动逻辑 IC 创新、生产和消费至关重要。
• 亚太地区是世界半导体製造中心，中国和日本等国家在半导体製造和组装方面处于领先地位。主要半导体晶圆代工厂、组装和测试设施以及电子製造服务的存在使得逻辑 IC 的生产变得高效且具有成本效益。中国拥有庞大且快速扩张的消费性电子和汽车市场，随着工业化和自动化的开拓，ADAS和电动车市场正在不断发展。
• 由于国内市场的稳定表现和巨大的潜力，中国被称为汽车和旅行行业的世界领导者。中国工业和资讯化部预测，到2025年国内汽车产量将达到3,500万辆，进一步巩固中国作为世界领先汽车製造商之一的地位。根据中国汽车工业协会统计，2023年8月，中国新能源汽车销售84.6万辆，其中搭乘用80.8万辆，商用车3.9万辆。纯电动车保有量为 55.9 万辆，插电式油电混合车保有量为 24.8 万辆。
• 此外，根据中国汽车物流市场预测，到2025年，新能源乘用车类别中的纯电动车(BEV)预计将占据84%的市场占有率，并且由于ADAS整合度的增加，这一比例预计还会增加。 2024年，中国智慧驾驶系统的采用可能会达到阈值。自动驾驶等级的采用将比预期更快，从而有可能缩短车辆更换週期。供应的增加，可能伴随着密集的消费者教育和媒体曝光，可能会加速中国消费者向智慧驾驶的转变。
• 亚太地区电动车市场的快速成长预计将对逻辑积体电路（IC）市场产生重大影响。随着电动车采用 ADAS 和智慧驾驶系统等更先进的技术，对 IC，尤其是处理和控制系统的 IC 的需求可能会激增。此外，向电动车的转变需要充电基础设施的发展，而充电基础设施高度依赖IC技术。因此，专门从事逻辑 IC 的半导体公司有望从全部区域不断扩大的电动车市场中受益。

逻辑IC产业概况

由于全球参与者和中小企业的存在，逻辑 IC 市场呈现分散化。该市场的主要企业包括意法半导体、瑞萨电子公司、Analog Devices Inc.、Broadcom Inc.和Diodes Incorporated。市场上的不同参与者正在采取各种策略，例如收购和联盟，以加强其产品阵容并获得永续的竞争优势。

• 2024年4月，Centrica Energy与义法半导体签署了一份在义大利供应可再生能源的长期协议。这是义大利一座新太阳能发电厂所生产能源的为期 10 年的合约。
• 2024 年 4 月，瑞萨电子甲府工厂开始运营，这是一家专用生产晶圆的工厂。位于山梨县甲斐市。甲府工厂先前营运瑞萨子公司瑞萨半导体製造有限公司旗下的 150mm 和 200mm 晶圆生产线。

其他好处：

• 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/供应链分析
• 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
  • 竞争公司之间的敌对关係
  • 替代品的威胁
• 市场宏观走势分析
• 技术简介

第五章市场动态

• 市场驱动因素
  • 日益关注设备集成
  • 增加工厂资本投资以提高产能
• 市场限制因素
  • 逻辑 IC 设计的复杂度不断增加

第六章 市场细分

• 按IC类型
  • 数位双极性
  • 透过MOS逻辑
    • MOS通用
    • MOS闸阵列
    • MOS驱动器/控制器
    • MOS标准单元
    • MOS专用
• 按用途
  • 家用电子电器
  • 车
  • 资讯科技和通讯
  • 电脑
  • 其他的
• 按地区
  • 美国
  • 欧洲
  • 亚洲
  • 澳洲/纽西兰
  • 中东/非洲

第七章 竞争格局

• 公司简介
  • STMicroelectronics NV
  • Renesas Electronics Corp.
  • Analog Devices Inc.
  • Broadcom Inc.
  • Diodes Incorporated
  • NXP Semiconductors NV
  • ON Semiconductor Corporation
  • Texas Instruments Inc.
  • Intel Corporation
  • Toshiba Corporation

第八章投资分析

第9章 市场的未来

The Logic IC Market size is estimated at USD 198.36 billion in 2024, and is expected to reach USD 276.33 billion by 2029, growing at a CAGR of 6.85% during the forecast period (2024-2029). In terms of shipment volume, the market is expected to grow from 65.24 billion units in 2024 to 80.10 billion units by 2029, at a CAGR of 4.19% during the forecast period (2024-2029).

Ongoing advancements in semiconductor manufacturing processes have led to the development of more complex and efficient logic ICs. Smaller transistor sizes, improved performance, and lower power consumption enable the creation of high-performance logic ICs for a wide range of applications. A logic IC is very flexible and can be used in various applications. One can configure them to perform multiple logical functions, such as AND, OR, NOT, and XOR. This flexibility allows for designing and developing intelligent circuits that meet requirements in different industries, such as consumer electronics, automotive, telecommunications, and industry automation.

Key Highlights

• Logic ICs have significantly aided the miniaturization and integration of electronic devices. The development of the technology to manufacture semiconductors has produced small, more complex logic circuits on a single chip in recent years. This integration increases functionality while reducing electronic systems' physical size and energy consumption so that they can be used in portable devices, wireless technology, or space-constrained applications. Display drivers, general purpose logic, and MOS touch screen controllers are some of the logic components that have gained significant market traction in recent years.
• Furthermore, advances in end-user industries have created the need for small and robust semiconductor devices. For instance, nowadays, smartphones require a smaller PCB board, unlike traditional PCB boards. There has also been the advent of IoT devices, such as wearables with irregular and different shapes, which can only be achieved through miniaturization. This is expected to boost the need for miniaturized IC components significantly.
• The advent of the IoT and IIoT has largely impacted the design and size of electronics, with the introduction of technologies like smart homes, offices, wearables, remote monitoring, and control. Moreover, OEMs and designers consider miniaturization a primary focus while creating wearable technologies.
• Another advancement that demands miniaturized electronic components is portable electronic equipment, which requires smaller and thinner semiconductor systems for saving space and miniaturization. Due to highly integrated, high-speed applications like aerospace and electric vehicles, the demand for improved electrical performance to minimize noise effects is also evident. As a result of these considerations when designing end products, logic IC components are becoming increasingly important in developing advanced electronic systems.
• Logic ICs are expected to perform a wide range of complex functions. The demand for more state-of-the-art features and capabilities in electronic devices grows as technology advances. Designers need to incorporate complex logic circuits and algorithms to meet these requirements. This increased functionality leads to larger and more intricate designs, making it challenging to manage and optimize the complex interactions between different components.
• The market has undergone substantial changes due to the COVID-19 pandemic, impacting customer behavior, business revenues, and various aspects of corporate operations. The pandemic revealed previously unnoticed risks on the supply side, potentially resulting in shortages of essential parts and components. Consequently, semiconductor companies are proactively restructuring their supply chains to enhance resilience, and these adjustments may persist in the post-pandemic era.

Logic IC Market Trends

The Automotive Segment to Witness Rapid Growth

• Logic ICs are essential in vehicle control and communications systems. They are used in engine control units (ECUs), transmission control units (TCUs), antilock braking systems infotainment, airbag control modules, systems, and various other electronic control units. ICs can process and execute sophisticated algorithms and logical functions for vehicle control, monitoring, and communication.
• Consumers expect vehicles to offer advanced features, convenience, and a seamless user experience, including comfort, safety, and convenience, such as advanced driver assistance, intelligent lighting systems, personalized settings, and voice control. Meeting consumer expectations and providing innovative features drive the demand for logic ICs in the automotive industry.
• Various ADAS technologies, such as automatic emergency braking, lane departure warning, and adaptive cruise control, are becoming more prevalent in modern vehicles. Logic ICs are critical in processing sensor data, enabling real-time decision-making, and controlling vehicle functions. Future trends may involve the development of more advanced ADAS features, requiring logic ICs with higher computational power, low latency, and enhanced sensor fusion capabilities.
• In the automotive industry, safety and functional requirements are of great importance. Logic ICs ensure various automotive systems' safe and reliable operation, including ADAS, autonomous driving, and powertrain control. The need for high-performance, reliable logic ICs that meet stringent safety standards, such as ISO 26262, drives the demand in the automotive market.
• The pursuit of autonomous vehicles is a significant trend in the automotive industry. Logic ICs are essential for the complex processing and decision-making required for autonomous driving.
• According to Roland Berger, in 2025, the penetration rate of level 4 light autonomous vehicles is expected to be 1%, with a gradually increasing market share in subsequent years. Furthermore, 5% of the global market is anticipated to comprise level 4 light autonomous vehicles by 2030. As self-driving technology advances, logic ICs with increased processing power, advanced sensor integration, and robust safety features are likely to be in demand.
• Moreover, due to environmental concerns and government regulations, the shift toward the use of electric vehicles is gaining momentum. EVs are based on advanced power electronics and battery management, which requires specialized logic ICs to ensure optimum energy use, motor control, or charging infrastructure integration.
• According to the latest report from IEA, over 10 million electric vehicles were bought worldwide in 2022, and sales were estimated to increase by 35% in 2023 to reach 14 million. In 2023, China, Europe, the United States, and other regions sold 13.9 million electric vehicles.

Asia-Pacific to Register Major Growth

• Asia-Pacific consists of the analysis of only China and Japan. The region is a dynamic and rapidly growing segment of the global semiconductor industry. With emerging economies, strong manufacturing capabilities, and growing demand for electronic devices, Asia-Pacific is pivotal in driving innovation, production, and consumption of logic ICs.
• Asia-Pacific is a global manufacturing hub for semiconductor production, with countries such as China and Japan leading in semiconductor manufacturing and assembly. The presence of leading semiconductor foundries, assembly and testing facilities, and electronics manufacturing services enables efficient and cost-effective production of logic ICs. It is home to a vast and rapidly expanding consumer electronics market and automotive market with developments in ADAS and EVs along with increasing industrialization and automation.
• China is known as a global leader in the automotive and mobility industry owing to the consistent performance of the domestic market and its enormous potential. The Chinese Ministry of Industry and Information Technology projects that domestic vehicle production will reach 35 million by 2025, further strengthening its position as the world's leading car manufacturer. According to CAAM, China's new energy vehicle sales amounted to 846,000 units, 808,000 of which were passenger EVs and 39,000 were commercial electric vehicles during August 2023. Sales of BEVs and PHEVs recorded 559,000 and 248,000 vehicles, respectively.
• Furthermore, according to the forecast from China's automotive logistics market, it is expected that the battery electric vehicles (BEV) in the new energy passenger vehicle category will have 84% of the market share by 2025, which leads to major technological advancements in the segment like integration of ADAS in BEVs. In 2024, China is likely to achieve a threshold in adopting intelligent driving systems. The replacement cycle of vehicles could be shortened by more rapid adoption of AD levels than anticipated. An increase in supply may be accompanied by intensive consumer education and media exposure, which will accelerate Chinese consumers' shift toward smart driving.
• The rapid growth of EV markets in Asia-Pacific is expected to impact the logic integrated circuit (IC) market significantly. As EVs incorporate more advanced technologies like ADAS and intelligent driving systems, the demand for ICs, especially those for processing and control systems, will likely surge. Additionally, the shift toward EVs necessitates developing charging infrastructure, which relies heavily on IC technology. As a result, semiconductor companies specializing in logic ICs are poised to benefit from the expanding EV markets across the region.

Logic IC Industry Overview

The logic IC market is fragmented due to the presence of both global players and small and medium-sized enterprises. Some of the major players in the market are STMicroelectronics NV, Renesas Electronics Corp., Analog Devices Inc., Broadcom Inc., and Diodes Incorporated. The various players in the market are adopting different strategies, such as acquisitions and partnerships, to enhance their product offerings and gain a sustainable competitive advantage.

• In April 2024, a long-term agreement was signed between Centrica Energy and STMicroelectronics for the supply of electricity produced from renewable sources in Italy. It is a 10-year contract for energy produced by a new solar farm in Italy.
• In April 2024, Renesas started the operation of Kofu Factory, a dedicated wafer fab. It is located in Kai City, Yamanashi Prefecture, Japan. The Kofu Factory previously operated both 150 mm and 200 mm wafer fabrication lines under Renesas Semiconductor Manufacturing Co., a subsidiary of Renesas.

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/Supply 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 Intensity of Competitive Rivalry
  • 4.3.5 Threat of Substitutes
• 4.4 Analysis of Macroeconomic Trends on the Market
• 4.5 Technology Snapshot

5 MARKET DYNAMICS

• 5.1 Market Drivers
  • 5.1.1 Increasing Focus on Device Integration
  • 5.1.2 Increasing Capital Expenditure of Fabs to Augment Production Capacity
• 5.2 Market Restraints
  • 5.2.1 Complexity Associated with Logic IC Design

6 MARKET SEGMENTATION

• 6.1 By IC Type
  • 6.1.1 Digital Bipolar
  • 6.1.2 By MOS Logic
    • 6.1.2.1 MOS General Purpose
    • 6.1.2.2 MOS Gate Arrays
    • 6.1.2.3 MOS Drivers/Controllers
    • 6.1.2.4 MOS Standard Cells
    • 6.1.2.5 MOS Special Purpose
• 6.2 By Application
  • 6.2.1 Consumer Electronics
  • 6.2.2 Automotive
  • 6.2.3 IT and Communication
  • 6.2.4 Computer
  • 6.2.5 Other Applications
• 6.3 By Geography***
  • 6.3.1 Americas
  • 6.3.2 Europe
  • 6.3.3 Asia
  • 6.3.4 Australia and New Zealand
  • 6.3.5 Middle East and Africa

7 COMPETITIVE LANDSCAPE

• 7.1 Company Profiles*
  • 7.1.1 STMicroelectronics NV
  • 7.1.2 Renesas Electronics Corp.
  • 7.1.3 Analog Devices Inc.
  • 7.1.4 Broadcom Inc.
  • 7.1.5 Diodes Incorporated
  • 7.1.6 NXP Semiconductors NV
  • 7.1.7 ON Semiconductor Corporation
  • 7.1.8 Texas Instruments Inc.
  • 7.1.9 Intel Corporation
  • 7.1.10 Toshiba Corporation

8 INVESTMENT ANALYSIS

9 FUTURE OF THE MARKET