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市场调查报告书
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1548886

世界功率半导体市场：市场占有率分析、产业趋势/统计、成长预测（2024-2029）

Power Semiconductor - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)
出版日期: | 出版商: Mordor Intelligence | 英文 192 Pages | 商品交期: 2-3个工作天内

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简介目录

预计2024年全球功率半导体市场规模为542亿美元，预计2029年将达708.3亿美元，在预测期内（2024-2029年）复合年增长率为4.93%。

功率半导体市场

功率半导体设计用于处理大电流和功率，通常被分类为额定电流为 1A 或更高。这些装置应用广泛，包括消费性电子产品、音讯/视讯设备和汽车。

功率半导体彻底改变了电子和能源管理领域。功率半导体的主要优点之一是可以显着提高能源效率。透过最大限度地减少转换和控制过程中的能量损失，功率半导体使系统能够更有效率地运作、降低能耗并节省成本。这些元件提供更高的功率密度、更低的导通电阻和更低的开关损耗，从而提高整体系统效率。

此外，功率半导体提供更高的功率密度，使其能够以更小的物理占地面积处理更多的功率，这有利于空间宝贵的应用，例如电动车和工业自动化。功率半导体可最大限度地提高功率输出，同时最大限度地减少空间需求，从而实现紧凑高效的系统的开发。

快速的技术进步是消费性电子和无线通讯需求激增的主要因素之一。科技的不断发展催生了创新且功能丰富的设备，这些设备彻底改变了个人与世界互动的方式。更智慧的智慧型手机、超薄笔记型电脑、高清晰度电视(HDTV)和穿戴式装置已成为不可或缺的个人和专业工具。这些进步改善了用户体验并促进了对这些设备不断增长的需求。

硅晶圆是功率半导体製造的基础。硅晶型的薄圆盘用作建构半导体元件的基板。硅的独特性能，例如丰富的、高导热性和优异的电气性能，使其成为这些应用的理想材料。由于硅晶圆适用于高功率应用，功率半导体市场严重依赖硅晶圆。

据美国预算办公室称，美国国防支出预计每年都会增加，直到 2033 年。 2023年美国国防支出将达7,460亿美元。该预测预计，到2033年，国防支出将增加至1.1兆美元。 2024年国防支出将占国内生产总值的6%，高于2023年的3.9%和2021年的2.7%。全球国防预算的增加预计将为该市场的成长提供有利可图的机会。

功率半导体市场趋势

汽车产业作为最终用户正在快速成长

  • 汽车领域功率半导体的分析包括主动车距控制巡航系统、车道偏离警示系统、用于防撞的 ADAS、用于流畅音乐播放和精确 GPS 功能的资讯娱乐系统、远端资讯处理、联网汽车等。此外，它也用于电动车中调节马达的运作。
  • 汽车是功率半导体市场的新兴领域之一，由于自动驾驶汽车、电动车和混合动力汽车的日益普及，预计将占据相当大的份额。
  • 电力电子技术广泛应用于汽车电气和电子系统中，以提高燃油效率并解决热问题。这是透过采用硅基功率 MOSFET 和 IGBT 等组件来实现的，这些组件在动力传动系统系统中充当电力电子开关。透过采用这些技术，可以利用千瓦级的高功率，同时减少整个系统的尺寸。
  • 此外，绝缘栅双极电晶体(IGBT) 正成为电动车开发的重要组件。未来几年，由于电动车销量的增加，预计 IGBT 的需求将大幅增加。例如，根据国际能源总署最近的一份报告，电动车市场正在经历强劲成长，到 2023 年销量将接近 1,400 万辆。电动车市场占有率将从 2020 年的 4% 左右跃升至 2023 年的 18%，这表明消费者偏好发生了向更永续交通途径的重大转变。
  • 电动车销量预计到 2024 年将强劲成长。光是第一季，全球电动车销量就超过 300 万辆，较 2023 年成长 25%。据预测， 年终，电动车销售量将达到1,700万辆总合，较去年同期大幅成长20%以上，预计与前一年同期比较新增购买量将大幅加速。这种快速成长主要归功于国家政策、奖励和价格竞争的加剧，所有这些因素共同促进了销售并推动市场向前发展。

中国正在实现巨大成长

  • 功率半导体越来越多地安装在电动车中。 MOSFET 和 IGBT 等组件在汽车动力传动系统系统中充当电力电子开关。市场的显着增长是由于对节能混合电动车的需求不断增长，以应对日益严重的环境污染的影响，特别是在中国等国家。
  • 尤其中国是全球最大的汽车市场，年销售量和产量均居全球第一。到 2025 年，预计国内汽车产量将达到 3,500 万辆，这是一个重要的里程碑。
  • 展望未来，随着中国的目标是到 2060 年实现碳中和，政府措施将增加对电力电子产品的需求。这项提振与更广泛的市场扩张同时发生，特别是在电动车领域。 《中国新能源汽车产业开拓规划（2021-2035年）》预计，到2025年，电动车市场占有率将达到25%。因此，中国正在加强奖励电动车购买，此举预计将进一步推动电动车中电力电子技术的开发和采用。
  • 中国与政府合作在全国扩展5G网路方面取得了重大进展。中国移动、中国联通、中国电信等主要通讯业者主导在城市中心和重点区域建设了强大的5G基础设施。这项倡议使中国数百万用户能够获得快速、可靠的网路服务。目前，基地台部署已进入关键阶段。
  • 2023年终，我国5G基地台数量将达338万个。凭藉大规模的基础设施投资和雄心勃勃的部署计划，中国已实现了显着的 5G 普及率。据预测，到2024年基地台数量预计将超过600万个。

功率半导体产业概况

功率半导体市场较为分散，由英飞凌科技公司、德州仪器公司、意法半导体、恩智浦半导体公司和 Qorvo 公司等几家全球知名公司组成。此外，预计只有在创新永续竞争优势的市场中，竞争才会加剧，因为新的最终用户行业的需求预计将激增。

2024 年 6 月 -美国半导体巨头德克萨斯 Instruments) 和台湾电子专家Delta电子 (Delta Electronics) 合作增强电动车的电力电子技术。两家公司最初专注于开发更轻、更具成本效益的 11kW 车载充电器，但这只是合作关係的开始。从长远来看，TI 和Delta将利用其位于台湾平镇的联合创新实验室，结合双方的电源管理和电力传输专业知识。两家公司的目标是透过提高功率密度、增强性能和减小尺寸来加速更安全、更快、更实惠的电动车的到来。

2024 年 4 月 - 英飞凌科技股份公司与逆变器和能源储存系统专家 FOXESS 合作。这种伙伴关係旨在推动绿色能源倡议。英飞凌的贡献包括为 FOXESS 提供额定电压为 1,200 V 的最先进的 CoolSiC MOSFET。这些 MOSFET 与专为工业能源储存应用设计的 EiceDRIVER 闸极驱动器结合。

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
  • COVID-19 后遗症和其他宏观经济因素对市场的影响
  • 技术简介

第五章市场动态

  • 市场驱动因素
    • 对家用电器和无线通讯的需求增加
    • 节能电池供电行动装置的需求不断增长
  • 市场限制因素
    • 硅片短缺和驱动需求波动

第六章 市场细分

  • 按成分
    • 离散的
      • 整流器
      • 双极性
      • MOSFET
      • IGBT
      • 其他分立元件（闸流体和HEMT）
    • 模组
      • 闸流体
      • IGBT
      • MOSFET
    • 电源IC
      • 多通道PMIC
      • 开关稳压器（AC/DC、DC/DC、隔离式和非隔离式）
      • 线性调节器
      • BMIC
      • 其他部分
  • 按材质
    • 硅/锗
    • 碳化硅（SiC）
    • 氮化镓（GaN）
  • 按最终用户产业
    • 车
    • 家电
    • 资讯科技/通讯
    • 军事/航太
    • 电力
    • 工业
    • 其他最终用户产业
  • 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
    • Infineon Technologies AG
    • Texas Instruments Inc.
    • Qorvo Inc.
    • STMicroelectronics NV
    • NXP Semiconductors NV
    • ON Semiconductor Corporation
    • Renesas Electronics Corporation
    • Broadcom Inc.
    • Toshiba Corporation
    • Mitsubishi Electric Corporation
    • Fuji Electric Co. Ltd
    • Semikron International
    • Wolfspeed Inc.
    • Rohm Co. Ltd
    • Vishay Intertechnology Inc.
    • Nexperia Holding BV（Wingtech Technology Co. Ltd）
    • Alpha & Omega Semiconductor
    • Magnachip Semiconductor Corp.
    • Microchip Technology Inc.
    • Littlefuse Inc.

第八章供应商市场占有率分析

第九章投资分析

第10章市场的未来

简介目录
Product Code: 63819

The Power Semiconductor Market size is estimated at USD 54.20 billion in 2024, and is expected to reach USD 70.83 billion by 2029, growing at a CAGR of 4.93% during the forecast period (2024-2029).

Power Semiconductor - Market

Power semiconductors are designed to handle or process large currents and power, and they are typically categorized as having a rated current of 1A or greater. These devices are used in a wide range of applications, including home appliances, audiovisual equipment, automobiles, etc.

Power semiconductors have revolutionized the field of electronics and energy management. One of the key advantages of power semiconductors is their ability to improve energy efficiency significantly. By minimizing energy losses during the conversion and control processes, power semiconductors enable systems to operate more efficiently, reducing energy consumption and saving costs. These devices offer higher power density, lower on-resistance, and reduced switching losses, resulting in higher overall system efficiency.

Moreover, power semiconductors offer higher power density, allowing more power to be handled within a smaller physical footprint, which is beneficial in applications where space is limited, such as electric vehicles and industrial automation. Power semiconductors enable the development of compact and efficient systems by maximizing power output while minimizing space requirements.

Rapid technological advancement is one of the primary drivers of the surging demand for consumer electronics and wireless communication. The continuous evolution of technology has led to the introduction of innovative and feature-rich devices that have revolutionized the way an individual interacts with the world. Smarter smartphones, ultra-slim laptops, high-definition televisions, and wearable gadgets have become essential tools for both personal and professional purposes. These advancements have enhanced the user experience and contributed to the increasing demand for such devices.

Silicon wafers are the foundation of power semiconductor manufacturing. These thin, circular discs of crystalline silicon serve as the substrate upon which semiconductor devices are built. Silicon's unique properties, such as its abundance, high thermal conductivity, and excellent electrical properties, make it an ideal material for these applications. The power semiconductor market heavily relies on silicon wafers due to their suitability for high-power applications.

According to the US Congressional Budget Office, defense spending in the United States is predicted to increase every year until 2033. Defense outlays in the United States amounted to USD 746 billion in 2023. The forecast predicts an increase in defense outlays up to USD 1.1 trillion in 2033. The defense spending would comprise 6% of the country's gross domestic product in 2024, up from 3.9% in 2023 and 2.7% in 2021. The increasing defense budgets globally are expected to offer lucrative opportunities for the growth of the market studied.

Power Semiconductor Market Trends

Automotive Industry to be the Fastest Growing End User

  • Analyzing power semiconductors in the automotive segment includes ADAS for adaptive cruise control, lane assistance, collision avoidance, infotainment systems for smooth music playback and accurate GPS functionality, telematics and connected vehicles, and others. Furthermore, they are also used in electric vehicles to coordinate the operations of electric motors.
  • Automotive is one of the emerging sectors of the power semiconductors market and is estimated to have a significant share with the increase in the adoption of autonomous vehicles, EVs, and HEVs.
  • Power electronics is widely utilized in automotive electrical and electronic systems to enhance fuel efficiency and address thermal concerns. This is achieved by implementing components like silicon-based power MOSFETs and IGBTs, which serve as power electronic switches in the power train system. By employing these technologies, the system's overall size can be reduced while utilizing high power in the kilowatt range.
  • Moreover, the Insulated Gate Bipolar Transistor (IGBT) has emerged as an essential component in the development of electric vehicles. In the upcoming years, it is anticipated that the demand for IGBTs will rise significantly due to the rise in EV sales. For instance, according to a recent report from the International Energy Agency, electric car markets experienced robust growth, with sales approaching 14 million in 2023. The market share of electric vehicles surged from approximately 4% in 2020 to 18% by 2023, indicating a significant shift in consumer preferences toward more sustainable transportation options.
  • Electric vehicle sales are poised for robust growth through 2024. In the first quarter alone, global sales of electric cars surpassed 3 million, marking a 25% surge compared to 2023. Forecasts suggest a total of approximately 17 million electric vehicles will be sold by the close of 2024, indicating a notable 20%+ year-on-year uptick, with a significant acceleration in new purchases anticipated in the latter half of this year. This surge is largely attributed to a combination of national policies, incentives, and intensifying price competition, all working in tandem to bolster sales and drive the market forward.

China to Witness Major Growth

  • Power semiconductors are increasingly prevalent in EVs, as these vehicles demand high-power energy for their electric motors. Components like MOSFETs and IGBT serve as power electronic switches in the vehicles' power train systems. The market's notable growth is fueled by the escalating demand for energy-efficient hybrid electric vehicles, particularly in nations like China, as they combat the effects of mounting environmental pollution.
  • Notably, China stands as the world's premier vehicle market, boasting the highest annual sales and manufacturing output. By 2025, the nation is expected to be on track to achieve a significant milestone, with an estimated 35 million vehicles slated for domestic production.
  • Looking ahead, as China aims for carbon neutrality by 2060, the government's initiatives are set to bolster the demand for power electronics. This push aligns with the broader market expansion, especially in the electric vehicle segment. China's Development Plan for the New Energy Automobile Industry (2021-2035) projects that EVs could capture a 25% market share by 2025. Consequently, China is intensifying efforts to incentivize EV purchases, a move expected to further propel the development and adoption of power electronics in the EV landscape.
  • In collaboration with its government, China made substantial progress in expanding its 5G network nationwide. The country's major telecom operators, China Mobile, China Unicom, and China Telecom, led the construction of robust 5G infrastructure in urban centers and key regions. This initiative enabled millions of users to access high-speed, reliable internet services across China. The deployment of base stations has now reached a critical stage.
  • By the end of 2023, the number of 5G base stations in China amounted to 3.38 million. With extensive infrastructure investments and ambitious rollout plans, China has achieved significant 5G coverage. According to forecasts, the number of base stations is projected to reach over six million by 2024.

Power Semiconductor Industry Overview

The power semiconductor market is fragmented and comprises several global and popular players, such as Infineon Technologies AG, Texas Instruments Inc., STMicroelectronics NV, NXP Semiconductors NV, Qorvo Inc., and others. Furthermore, in a market where the sustainable competitive advantage through innovation is considerably high, the competition is expected only to increase, considering the anticipated surge in demand from new customers from the end-user industries.

June 2024 - US semiconductor giant Texas Instruments and Taiwanese electronics expert Delta Electronics joined forces to enhance power electronics for electric vehicles. Their initial focus was on crafting a lighter, more cost-efficient 11 kW onboard charger; this marked just the beginning of their partnership. In the long run, the two firms, TI and Delta, will leverage their joint innovation lab in Pingzhen, Taiwan, pooling their expertise in power management and supply. Their goal is to boost power density, enhance performance, and shrink sizes, all in a bid to hasten the arrival of safer, speedier, and more affordable electric vehicles.

April 2024 - Infineon Technologies AG partnered with FOXESS, which specializes in inverters and energy storage systems. The collaboration was geared toward advancing green energy initiatives. Infineon's contribution includes supplying FOXESS with its cutting-edge CoolSiC MOSFETs rated at 1,200 V. These will be paired with EiceDRIVER gate drivers, tailored explicitly for industrial energy storage applications.

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 Impact of COVID-19 Aftereffects and Other Macroeconomic Factors on the Market
  • 4.5 Technology Snapshot

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Increasing Demand for Consumer Electronics and Wireless Communications
    • 5.1.2 Growing Demand for Energy-Efficient Battery-powered Portable Devices
  • 5.2 Market Restraints
    • 5.2.1 Shortage of Silicon Wafers and Variable Driving Requirement

6 MARKET SEGMENTATION

  • 6.1 By Component
    • 6.1.1 Discrete
      • 6.1.1.1 Rectifier
      • 6.1.1.2 Bipolar
      • 6.1.1.3 MOSFET
      • 6.1.1.4 IGBT
      • 6.1.1.5 Other Discrete Components (Thyristor and HEMT)
    • 6.1.2 Modules
      • 6.1.2.1 Thyristor
      • 6.1.2.2 IGBT
      • 6.1.2.3 MOSFET
    • 6.1.3 Power IC
      • 6.1.3.1 Multichannel PMICS
      • 6.1.3.2 Switching Regulators (AC/DC, DC/DC, Isolated and Non-isolated)
      • 6.1.3.3 Linear Regulators
      • 6.1.3.4 BMICs
      • 6.1.3.5 Other Components
  • 6.2 By Material
    • 6.2.1 Silicon/Germanium
    • 6.2.2 Silicon Carbide (SiC)
    • 6.2.3 Gallium Nitride (GaN)
  • 6.3 By End-user Industry
    • 6.3.1 Automotive
    • 6.3.2 Consumer Electronics
    • 6.3.3 IT and Telecommunication
    • 6.3.4 Military and Aerospace
    • 6.3.5 Power
    • 6.3.6 Industrial
    • 6.3.7 Other End-user Industries
  • 6.4 By Geography
    • 6.4.1 United States
    • 6.4.2 Europe
    • 6.4.3 Japan
    • 6.4.4 China
    • 6.4.5 South Korea
    • 6.4.6 Taiwan

7 COMPETITIVE LANDSCAPE

  • 7.1 Company Profiles
    • 7.1.1 Infineon Technologies AG
    • 7.1.2 Texas Instruments Inc.
    • 7.1.3 Qorvo Inc.
    • 7.1.4 STMicroelectronics NV
    • 7.1.5 NXP Semiconductors NV
    • 7.1.6 ON Semiconductor Corporation
    • 7.1.7 Renesas Electronics Corporation
    • 7.1.8 Broadcom Inc.
    • 7.1.9 Toshiba Corporation
    • 7.1.10 Mitsubishi Electric Corporation
    • 7.1.11 Fuji Electric Co. Ltd
    • 7.1.12 Semikron International
    • 7.1.13 Wolfspeed Inc.
    • 7.1.14 Rohm Co. Ltd
    • 7.1.15 Vishay Intertechnology Inc.
    • 7.1.16 Nexperia Holding BV (Wingtech Technology Co. Ltd)
    • 7.1.17 Alpha & Omega Semiconductor
    • 7.1.18 Magnachip Semiconductor Corp.
    • 7.1.19 Microchip Technology Inc.
    • 7.1.20 Littlefuse Inc.

8 VENDORS MARKET SHARE ANALYSIS

9 INVESTMENT ANALYSIS

10 FUTURE OF THE MARKET