查看购物车
  • Traditional Chinese
  • English
  • Japanese
封面
市场调查报告书
商品编码
1687465

功率半导体：市场占有率分析、产业趋势与统计、成长预测（2025-2030 年）

Power Semiconductor - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 192 Pages | 商品交期: 2-3个工作天内

价格

※ 本网页内容可能与最新版本有所差异。详细情况请与我们联繫。

简介目录

功率半导体市场规模预计在 2025 年达到 568.7 亿美元，预计在 2030 年达到 723.4 亿美元，在市场估计和预测期（2025-2030 年）内复合年增长率为 4.93%。

功率半导体市场-IMG1

功率半导体设计用于处理高电流和功率，通常额定电流为 1A 以上。这些设备用途广泛，包括消费性电子产品、视听设备和汽车。

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能够显着提高能源效率。透过最大限度地减少转换和控制过程中的能量损失，功率半导体使系统运作更高效，降低能耗并节省成本。这些装置具有更高的功率密度、更低的导通电阻和更低的开关损耗，从而提高了整体系统效率。

此外，功率半导体具有更高的功率密度，使其能够在更小的物理尺寸内处理更多的功率，这对于电动车和工业自动化等空间受限的应用有利。功率半导体透过最大化功率输出同时最小化空间需求，实现了紧凑、高效的系统的开发。

科技的快速进步是推动家用电子电器和无线通讯需求激增的主要因素之一。科技的不断发展导致了创新、功能丰富的设备的推出，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)和穿戴式装置已经成为我们个人和职业生活中不可或缺的工具。这些进步改善了用户体验，并促进了对此类设备的需求不断增长。

硅晶圆是生产功率半导体的基础。薄圆盘状硅晶型可作为製造半导体装置的基板。硅的独特性质，包括其丰富性、高热导率和优异的电学性能，使其成为这些应用的理想材料。由于硅晶片适用于高功率应用，因此功率半导体市场严重依赖硅晶片。

美国美国预算办公室预计，2033年，美国国防支出将逐年增加。 2023年，美国国防支出将达7,460亿美元。预测显示，到2033年，国防支出将增加至1.1兆美元。国防支出占国内生产总值的比例将从2023年的3.9%和2021年的2.7%上升到2024年的6%。全球国防预算的增加预计将为该市场的成长提供有利机会。

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

  • 在分析汽车领域的功率半导体时，应用包括用于主动车距控制巡航系统、车道偏离警示系统和防撞的 ADAS、用于流畅音乐播放和精确 GPS 功能的资讯娱乐系统、远端资讯处理和联网汽车等。它们也用于电动车中，以调节马达的运作。
  • 汽车是功率半导体市场中新兴的领域之一，由于自动驾驶汽车、电动车和混合动力汽车的日益普及，预计汽车将占据主要份额。
  • 电力电子广泛应用于汽车电气和电子系统，以提高燃油效率并解决热问题。这是透过实施硅基功率 MOSFET 和 IGBT 等组件来实现的，这些组件充当动力传动系统系统中的电力电子开关。透过采用这些技术，可以利用高功率，同时减少整体系统尺寸。
  • 此外，绝缘栅双极电晶体（IGBT）已成为电动车发展中不可或缺的组成部分。由于电动车销量的成长，预计未来几年对 IGBT 的需求将大幅成长。例如，国际能源总署最近的一份报告预测，电动车市场将经历强劲成长，到2023年销售量将接近1,400万辆。电动车的市场占有率将从2020年的4%左右飙升至2023年的18%，这标誌着消费者偏好向更永续的交通途径发生重大转变。
  • 预计到2024年，电动车销量将强劲成长。光是第一季，全球电动车销量就超过300万辆，比2023年成长25%。预测显示，2024年底，电动车总合销量将达到约1,700万辆，较去年同期成长20%以上，预计与前一年同期比较新车购买量将大幅加速。这种快速成长主要归功于国家政策、奖励和价格竞争加剧等因素的共同作用，这些因素共同增强了销售并推动了市场向前发展。

中国正在经历快速成长

  • 功率半导体越来越多地被安装在电动车中。 MOSFET 和 IGBT 等元件在汽车动力传动系统系统中充当电力电子开关。市场显着成长的动力来自于对节能混合动力电动车日益增长的需求，尤其是在中国等国家，以应对日益严重的环境污染影响。
  • 其中中国是全球最大的汽车市场，年产销量均居世界之冠。到 2025 年，预计本地生产的汽车数量将达到 3,500 万辆，这是一个重要的里程碑。
  • 展望未来，中国的目标是到2060年实现碳中和，政府措施将推动对电力电子产品的需求。这种成长与更广泛的市场扩张相吻合，特别是在电动车领域。 《中国新能源汽车产业发展规划（2021-2035）》预测，到2025年，电动车的市场占有率将达到25%。因此，中国正在加强奖励购买电动车，此举预计将进一步刺激电动车电力电子设备的发展和应用。
  • 中国与政府合作在全国推广5G网路方面取得了长足进步。全国主要通讯业者中国移动、中国联通、中国电信已在城市中心区和重点区域主导建设完善的5G基础设施。这项倡议使中国各地数百万用户能够享受快速、可靠的网路服务。目前，基地台部署已进入关键阶段。
  • 预计2023年底，我国5G基地台数量将达338万个。由于大规模的基础设施投资和雄心勃勃的推广计划，中国已经实现了广泛的5G覆盖范围。预测显示，到2024年基地台数量将达到600多万个。

功率半导体产业概况

功率半导体市场较为分散，由几家全球知名公司组成，包括英飞凌科技股份公司、德州仪器公司、意法半导体公司、恩智浦半导体公司和 Qorvo 公司。此外，在透过创新获得永续竞争优势的市场中，随着终端用户产业新客户需求的激增，竞争预计只会加剧。

2024 年 6 月 -美国半导体巨头德克萨斯和台湾电子专家Delta电子联手加强电动汽车电力电子技术。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，但这只是合作的开始。从长远来看，TI 和Delta将在台湾平镇的联合创新实验室中结合各自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、增强性能和缩小尺寸来加速更安全、更快、更实惠的电动车的问世。

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。此次合作旨在推动绿色能源倡议。英飞凌的贡献包括向 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而设计的 EiceDRIVER 闸极驱动器结合。

其他福利：

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

目录

第一章 引言

  • 研究假设和市场定义
  • 研究范围

第二章调查方法

第三章执行摘要

第四章 市场洞察

  • 市场概览
  • 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
    • 买家的议价能力
    • 新进入者的威胁
    • 竞争对手之间的竞争
    • 替代品的威胁
  • 新冠疫情和其他宏观经济因素的后续影响将影响市场
  • 技术简介

第五章市场动态

  • 市场驱动因素
    • 消费性电子产品和无线通讯的需求不断增长
    • 对节能、电池供电便携式设备的需求不断增加
  • 市场限制
    • 硅片短缺和驱动需求波动

第六章市场区隔

  • 按组件
    • 离散的
      • 整流器
      • 双极
      • 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PMICS
      • 开关稳压器（AC/DC、DC/DC、隔离和非隔离）
      • 线性稳压器
      • 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
    • 消费性电子产品
    • 资讯科技/通讯
    • 军事和航太
    • 力量
    • 产业
    • 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.

8.供应商市场占有率分析

第九章投资分析

第十章：投资分析市场的未来

简介目录
Product Code: 63819

The Power Semiconductor Market size is estimated at USD 56.87 billion in 2025, and is expected to reach USD 72.34 billion by 2030, at a CAGR of 4.93% during the forecast period (2025-2030).

Power Semiconductor - Market - IMG1

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