离散半导体：市场占有率分析、产业趋势与统计、成长预测（2024-2029）

离散半导体市场规模预计到2024年为333亿美元，预计到2029年将达到459.5亿美元，在预测期内（2024-2029年）复合年增长率为6.65%。

出货量方面，预计将从2024年的4,069.1亿台成长到2029年的5,191.1亿台，预测期间（2024-2029年）复合年增长率为4.99%。

主要亮点

• 随着新应用的出现和现有技术的发展，对更先进、更有效率的半导体的需求不断增加。小型化、提高功率效率和改进性能的进步为将半导体整合到各种设备和系统中开闢了新的可能性。物联网 (IoT)、人工智慧 (AI) 和自动驾驶汽车等领域的创新正在推动对离散半导体的需求。
• 此外，汽车和电子产业对高能源效率设备的需求不断增长，以及对绿色能源发电的需求不断增长，也推动了市场的发展。
• 此外，在可支配收入增加、生活方式改变和技术进步等因素的推动下，全球消费性电子市场持续快速成长。智慧型手机、平板电脑、穿戴式装置和家用电器等消费性电子产品严重依赖离散半导体。对这些设备的需求不断增加，导致对离散半导体的需求不断增加，推动市场成长。
• 然而，市场的成长和发展面临一些限制。来自积体电路（IC）的日益激烈的竞争是市场成长的主要挑战。随着 IC 提供紧凑且经济高效的解决方案，对离散半导体的需求正在减少。市场偏好的这些变化给离散半导体产业带来了重大挑战。
• 持续不断的俄乌衝突和中国的「零容忍政策」导致全球通膨大幅上升，影响到包括电子元件产业在内的多个产业，包括逻辑、线性、分立、进阶模拟，从而导致价格上涨被动元件，这对所研究市场的成长有负面影响。

离散半导体市场趋势

汽车板块有望大幅成长

• 在这些系统中使用二极体和电晶体等离散半导体来管理功率流并有效地最大限度地减少能量损失。因此，对汽车电气化的日益关注推动了汽车产业对离散半导体的需求。
• 自动驾驶和 ADAS 技术正在彻底改变汽车产业，需要先进的电子设备和离散半导体来实现即时资料处理、感测器融合和车辆控制。这些系统严重依赖高能量、高能源效率设备来确保准确、可靠的运作。
• 离散半导体对于实现主动式车距维持定速系统、车道维持辅助和防撞等自动驾驶功能至关重要。自动驾驶和 ADAS 技术需求的快速成长正在推动汽车产业对高能源和高能源效率设备的需求。
• 此外，随着向电动车的过渡，生产基于 SiC 的逆变器原型的汽车公司数量近年来迅速增加。在该领域，SiC功率MOSFET、二极体和模组的主要应用是车载电动车（EV）充电器、DC/DC转换器和传动系统逆变器。插电式混合混合电动车和纯电动车使用车载充电器在家庭或公共充电站为车用电池充电。
• 此外，正如IEA所强调的，全球汽车产业正在经历重大变革时期期，这也可能对能源产业产生影响。据预测，到 2030 年，电气化的进步预计将消除每天 500 万桶石油的需求。

中国可望引领市场

• 由于国内产业数量不断增加以及与自动化的整合以提高投资收益，中国离散半导体市场正在经历显着成长。中国拥有全球最大的製造业，对市场需求贡献巨大。中国製造企业优先采用4.0解决方案来实现业务优化和复杂化，从而推动市场扩张。
• 政府为加强该国半导体生态系统而采取的越来越多倡议以及该国作为汽车和家用电子电器行业全球生产商的崛起可能会支持市场成长。
• 在该国，由于汽车製造中对离散半导体装置的需求不断增加，预计市场成长将受到汽车产业的严重影响。例如，2024年1月，中国工业协会宣布，中国汽车工业实现了令人瞩目的里程碑，年产销量突破3,000万辆。这清楚地表明了汽车市场的巨大成长潜力。
• 中国汽车产业经历了显着成长，巩固了其作为全球汽车市场主要企业的地位。中国政府将汽车工业和汽车零件产业视为国家经济的重要支柱。
• 电动车在全球越来越受欢迎。中国是全球引进电动车的领先国家。中国的「十三五」规划促进了混合动力汽车和电动车等环保交通解决方案的发展，以发展该国的交通运输业。
• 政府为 2060 年实现碳中和目标所做的努力预计将透过利用包括电动车市场在内的各个行业的成长来推动对离散半导体的需求。根据《中国新能源汽车产业发展规划（2021-2035年）》，到2025年，电动车市场占有率将达到25%。
• 因此，中国正在采取更积极的措施来鼓励电动车的普及，从而加速采用广泛用于电动车的离散半导体。 2023 年 8 月，中国汽车工业协会报告称，中国生产了 589,000 辆纯电动车 (BEV)。此外，当月中国生产了25.4万辆插电式混合动力汽车（PHEV），其中25.3万辆为搭乘用插电式混合动力汽车，1,000辆为商用插电式混合动力汽车。

离散半导体产业概况

离散半导体市场较为分散，主要企业包括 ABB Ltd、安森美半导体公司、英飞凌科技股份公司、意法半导体、东芝电子元件及储存公司和恩智浦半导体公司（将被高通收购）。市场参与者努力创新先进、全面的产品，以满足消费者复杂且不断变化的需求。

• 2024 年 3 月：英飞凌推出其全新先进 MOSFET 技术 OptiMOS 7 80 V 的首批产品。 IAUCN08S7N013 显着提高了功率密度，采用多功能、坚固耐用的高电流 SSO8 5 x 6 mm2 SMD 封装。 OptiMOS 780 V 非常适合未来的 48 V 板网应用。该产品专为高性能应用而设计，例如电动车DC-DC转换器、48V马达控制、电动方向盘（EPS）、48V电池开关、电动二轮车和三轮车以及其他要求苛刻的汽车专为高性能、高品质和稳健性而设计。
• 2024 年 2 月：ONSemi 推出 1200V SPM31 智慧型功率模组 (IPM)，采用最先进的 Field Stop 7 (FS7)绝缘栅双极电晶体(IGBT) 技术。该 IPM 以其卓越的效率和紧凑的设计而闻名，拥有更高的功率密度，与同类产品相比，整体系统成本更低。透过利用这些优化的 IGBT，SPM31 IPM 在三相逆变器驱动等应用中找到了最佳位置，尤其是热泵、商务用HVAC 系统、伺服马达以及各种工业泵浦和风扇。

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
  • 竞争公司之间敌对关係的强度
• 产业价值链/供应链分析
• COVID-19副作用和其他宏观经济因素对市场的影响

第五章市场动态

• 市场驱动因素
  • 汽车和电子领域对高节能省电元件的需求不断增加
  • 绿色能源发电需求增加带动市场
• 市场限制因素
  • 积体电路需求增加

第六章 市场细分

• 依设备类型
  • 二极体
  • 小讯号电晶体
  • 功率电晶体
    • MOSFET功率晶体管
    • IGBT功率电晶体
    • 其他功率电晶体
  • 整流器
  • 闸流体
• 按行业分类
  • 车
  • 家用电子产品
  • 通讯设备
  • 工业的
  • 其他行业
• 按地区
  • 美国
  • 欧洲
  • 日本
  • 中国
  • 韩国
  • 台湾

第七章 竞争格局

• 公司简介
  • ABB Ltd
  • On Semiconductor Corporation
  • Infineon Technologies AG
  • STMicroelectronics NV
  • Toshiba Electronic Devices and Storage Corporation
  • NXP Semiconductors NV
  • Diodes Incorporated
  • Nexperia BV
  • Semikron Danfoss Holding A/S（Danfoss A/S）
  • Eaton Corporation PLC
  • Hitachi Energy Ltd（Hitachi Ltd）
  • Mitsubishi Electric Corporation
  • Fuji Electric Co Ltd
  • Analog Devices Inc.
  • Vishay Intertechnology Inc.
  • Renesas Electronics Corporation
  • Rohm Co. Ltd
  • Microchip Technology
  • Qorvo Inc.
  • Wolfspeed Inc.
  • Texas Instrument Inc.
  • Littelfuse Inc
  • WeEn Semiconductors

第八章投资分析

第九章 市场机会及未来趋势

The Discrete Semiconductor Market size is estimated at USD 33.30 billion in 2024, and is expected to reach USD 45.95 billion by 2029, growing at a CAGR of 6.65% during the forecast period (2024-2029). In terms of shipment volume, the market is expected to grow from 406.91 billion units in 2024 to 519.11 billion units by 2029, at a CAGR of 4.99% during the forecast period (2024-2029).

Key Highlights

• As new applications emerge and existing technologies evolve, the demand for more advanced and efficient semiconductors increases. Advancements such as miniaturization, increased power efficiency, and improved performance open new possibilities for integrating semiconductors into various devices and systems. Innovations in areas like the Internet of Things (IoT), artificial intelligence (AI), and autonomous vehicles drive the demand for discrete semiconductors.
• Additionally, the rising demand for high-energy and power-efficient devices in the automotive and electronics segment and the increasing demand for green energy power generation drive the market.
• Furthermore, the global consumer electronics market continues to experience rapid growth, fueled by factors such as rising disposable incomes, changing lifestyles, and technological advancements. Consumer electronics, including smartphones, tablets, wearables, and home appliances, heavily rely on discrete semiconductors. The increasing demand for these devices translates into a higher demand for discrete semiconductors, driving the market's growth.
• However, the market faces several restraints that impact its growth and development. The increasing competition from integrated circuits (ICs) is a significant challenge for the market's growth. ICs offer a compact and cost-effective solution, which led to a decline in the demand for discrete semiconductors. This shift in the market preference poses a significant challenge for the discrete semiconductors industry.
• Continuous Russia-Ukraine conflict, as well as China's "Zero Tolerance Policy," has led to a significant increase in global inflation, impacting multiple sectors, including the electronic components industry, leading to climbing prices of logic, linear, discrete, advanced analog, and passive component, thus negatively impacting the growth of the market studied.

Discrete Semiconductor Market Trends

Automotive Segment Is Expected to Witness Major Growth

• Discrete semiconductors, such as diodes and transistors, are utilized in these systems to manage power flow and minimize energy losses efficiently. The demand for discrete semiconductors in the automotive industry is thus driven by the growing emphasis on vehicle electrification.
• Autonomous driving and ADAS technologies are revolutionizing the automotive industry, requiring sophisticated electronics and discrete semiconductors to enable real-time data processing, sensor fusion, and vehicle control. These systems heavily rely on high energy and power-efficient devices to ensure precise and reliable operation.
• Discrete semiconductors are crucial in enabling autonomous driving functions like adaptive cruise control, lane-keeping assist, and collision avoidance. The surge in demand for autonomous driving and ADAS technologies has consequently driven the need for high-energy and power-efficient devices in the automotive industry.
• Furthermore, with the transition to EVs, the number of car companies building SiC-based inverter prototypes has rapidly increased in the past few years. In the sector, the primary applications for SiC power MOSFETs, diodes, and modules are onboard electric vehicle (EV) chargers, DC/DC converters, and drivetrain inverters. Plug-in hybrid EVs and BEVs use onboard chargers to refuel the vehicle battery either at home or at a public charging station.
• Moreover, the global automotive industry is undergoing a significant transformation, as highlighted by the IEA, with potentially far-reaching implications for the energy sector. According to projections, the rise of electrification is anticipated to result in a daily elimination of the need for 5 million barrels of oil by 2030.

China is Expected to Lead the Market

• The discrete semiconductor market in China is experiencing substantial growth due to the increasing number of industries in the country and their integration with automation to enhance return on investment. China has the largest manufacturing industry globally, contributing significantly to market demand. Manufacturing companies in China prioritize adopting 4.0 solutions to optimize and elevate their operations, thereby propelling market expansion.
• The growth of governmental initiatives in strengthening the country's semiconductor ecosystem and the country's emergence as a global producer of automotive and consumer electronic sectors would support the market's growth.
• The market's growth in the country is expected to be greatly influenced by the automotive segment, as there is a rising demand for discrete semiconductor devices in automotive manufacturing. For instance, in January 2024, the China Association of Automobile Manufacturers announced that China's automobile industry achieved a remarkable milestone, with production and sales surpassing 30 million units annually. This clearly indicates the immense growth potential of the automobile market.
• China's automotive sector experienced significant growth, solidifying the country's position as a key player in the worldwide automotive market. The Chinese government considers the automotive industry, along with its auto parts segment, to be crucial pillars of the nation's economy.
• The popularity of EVs is rising globally. China is a dominant adopter of electric vehicles worldwide. The country's 13th Five-Year Plan promotes the development of green transportation solutions, such as hybrid and electric vehicles, to advance the country's transportation sector.
• The government's efforts to attain carbon neutrality objectives by 2060 are projected to enhance the need for discrete semiconductors by leveraging the growth of various sectors, including the electric vehicle market. According to China's Development Plan for the New Energy Automobile Industry (2021-2035), electric vehicles could capture a 25% market share by 2025.
• Consequently, China is implementing more assertive measures to incentivize the adoption of electric vehicles, thereby expediting the adoption of discrete semiconductors for their extensive utilization in EVs. In August 2023, CAAM reported that China manufactured 589,000 battery electric vehicles (BEVs), comprising 551,000 passenger BEVs and 38,000 commercial BEVs. Additionally, 254,000 plug-in hybrid electric vehicles (PHEVs) were produced in China during the same month, with 253,000 being passenger PHEVs and 1,000 being commercial PHEVs.

Discrete Semiconductor Industry Overview

The discrete semiconductor market is fragmented, with several prominent players, such as ABB Ltd, ON Semiconductor Corporation, Infineon Technologies AG, STMicroelectronics NV, Toshiba Electronic Devices & Storage Corporation, and NXP Semiconductors NV (to be acquired by Qualcomm). The market players strive to innovate advanced and comprehensive products to cater to consumers' complex and evolving requirements.

• March 2024: Infineon introduced the first product in its new advanced MOSFET technology OptiMOS 7 80 V. The IAUCN08S7N013 features a significantly increased power density and is available in the versatile, robust, and high-current SSO8 5 x 6 mm2 SMD package. The OptiMOS 780 V offering perfectly matches the upcoming 48 V board net applications. It is designed specifically for the high performance, high quality, and robustness needed for demanding automotive applications like automotive DC-DC converters in EVs, 48 V motor control, for instance, electric power steering (EPS), 48 V battery switches, and electric two- and three-wheelers.
• February 2024: Onsemi unveiled its 1200 V SPM31 Intelligent Power Modules (IPMs), showcasing the cutting-edge Field Stop 7 (FS7) Insulated Gate Bipolar Transistor (IGBT) technology. These IPMs, known for their superior efficiency and compact design, boast a higher power density, ultimately translating to a reduced overall system cost compared to their industry counterparts. Leveraging these optimized IGBTs, the SPM31 IPMs find their sweet spot in applications like three-phase inverter drives, notably in heat pumps, commercial HVAC systems, servo motors, and various industrial pumps and fans.

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 Attractiveness - Porter's Five Forces Analysis
  • 4.2.1 Bargaining Power of Suppliers
  • 4.2.2 Bargaining Power of Buyers
  • 4.2.3 Threat of New Entrants
  • 4.2.4 Threat of Substitute Products
  • 4.2.5 Intensity of Competitive Rivalry
• 4.3 Industry Value Chain / Supply Chain Analysis
• 4.4 Impact of COVID-19 Aftereffects and Other Macroeconomic Factors on the Market

5 MARKET DYNAMICS

• 5.1 Market Drivers
  • 5.1.1 Rising Demand for High-energy and Power-efficient Devices in the Automotive and Electronics Segment
  • 5.1.2 Increasing Demand for Green Energy Power Generation Drives the Market
• 5.2 Market Restraints
  • 5.2.1 Rising Demand for Integrated Circuits

6 MARKET SEGMENTATION

• 6.1 By Device Type
  • 6.1.1 Diode
  • 6.1.2 Small Signal Transistor
  • 6.1.3 Power Transistor
    • 6.1.3.1 MOSFET Power Transistor
    • 6.1.3.2 IGBT Power Transistor
    • 6.1.3.3 Other Power Transistor
  • 6.1.4 Rectifier
  • 6.1.5 Thyristor
• 6.2 By End-user Vertical
  • 6.2.1 Automotive
  • 6.2.2 Consumer Electronics
  • 6.2.3 Communication
  • 6.2.4 Industrial
  • 6.2.5 Other End-user Verticals
• 6.3 By Geography
  • 6.3.1 United States
  • 6.3.2 Europe
  • 6.3.3 Japan
  • 6.3.4 China
  • 6.3.5 South Korea
  • 6.3.6 Taiwan

7 COMPETITIVE LANDSCAPE

• 7.1 Company Profiles
  • 7.1.1 ABB Ltd
  • 7.1.2 On Semiconductor Corporation
  • 7.1.3 Infineon Technologies AG
  • 7.1.4 STMicroelectronics NV
  • 7.1.5 Toshiba Electronic Devices and Storage Corporation
  • 7.1.6 NXP Semiconductors NV
  • 7.1.7 Diodes Incorporated
  • 7.1.8 Nexperia BV
  • 7.1.9 Semikron Danfoss Holding A/S (Danfoss A/S)
  • 7.1.10 Eaton Corporation PLC
  • 7.1.11 Hitachi Energy Ltd (Hitachi Ltd)
  • 7.1.12 Mitsubishi Electric Corporation
  • 7.1.13 Fuji Electric Co Ltd
  • 7.1.14 Analog Devices Inc.
  • 7.1.15 Vishay Intertechnology Inc.
  • 7.1.16 Renesas Electronics Corporation
  • 7.1.17 Rohm Co. Ltd
  • 7.1.18 Microchip Technology
  • 7.1.19 Qorvo Inc.
  • 7.1.20 Wolfspeed Inc.
  • 7.1.21 Texas Instrument Inc.
  • 7.1.22 Littelfuse Inc
  • 7.1.23 WeEn Semiconductors

8 INVESTMENT ANALYSIS

9 MARKET OPPORTUNITIES AND FUTURE TRENDS