市场调查报告书
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1462700
2030 年数位隔离器市场预测:按资料速率、通道、材料、技术、应用、最终用户和地区进行的全球分析Digital Isolator Market Forecasts to 2030 - Global Analysis By Data Rate (Less than 25 Mbps, 25 Mbps to 75 Mbps and More than 75 Mbps), Channel, Material, Technology, Application, End User and By Geography |
根据 Stratistics MRC 的数据,2023 年全球数位隔离器市场规模将达到 26 亿美元,预计到 2030 年将达到 51 亿美元,预测期内复合年增长率为 10.3%。
数位隔离器是一种电子元件,用于传输数位讯号,同时电气隔离两个隔离电路,使它们之间没有电流流动。通常使用光耦合器、磁隔离器或电容耦合来实现隔离。数位隔离器透过保护敏感组件免受电压尖峰、接地迴路和电磁干扰的影响,确保安全性和可靠性。数位隔离器通常用于需要电流隔离的应用,例如工业自动化、医疗设备和汽车电子。
根据2020年世界经济论坛报告,2020年企业物联网投资将达到8,320亿美元,消费者在物联网解决方案上的支出将达到2,360亿美元。
无杂讯讯号分离的需求不断增加
汽车、工业自动化、医疗保健和通讯等行业越来越依赖数位隔离器来确保可靠的讯号传输,并且对这些组件的需求预计将激增。对无杂讯讯号隔离的重视正在推动数位隔离器相对于传统光耦合器和其他隔离方法的采用。高资料速率、低功耗、增强的电磁干扰 (EMI) 抗扰度和更高的可靠性等创新技术和功能的引入正在推动市场成长。
生产成本高
较高的製造成本通常会导致数位隔离器产品的价格较高。这可能会降低它们对客户的吸引力,特别是在价格敏感的市场或成本是重要考虑因素的行业。因此,潜在客户可能会寻求替代解决方案或推迟购买决定,导致对数位隔离器的需求减少。因此,数位隔离器市场缺乏创新,导致公司专注于削减成本措施,而不是开发新的和改进的产品,这可能会阻碍市场成长。
对小型化和高速资料传输的需求不断增长
随着电子设备变得越来越小,对能够适应狭小空间而不牺牲性能的数位隔离器的需求不断增长。这一趋势促使製造商开发更小、整合度更高的数位隔离器,这些隔离器可以整合到密集封装的印刷电路板 (基板) 和小型电子设备中。因此,这种整合趋势简化了系统设计,减少了组件数量,并提高了需要高速资料传输和隔离的应用程式的整体效能。
复杂的整合
将数位隔离器整合到复杂的系统中通常需要大量的工程工作和时间。设计人员必须仔细考虑讯号完整性、功耗、布局限制以及与其他元件的兼容性等因素。这可能会延长整合式数位隔离器的产品的开发週期并延迟上市时间。此外,设计人员可能会遇到相容性问题、讯号劣化以及与其他组件的意外交互,需要反覆测试和改进,从而阻碍市场成长。
COVID-19 的影响
由于 COVID-19 大流行,数位隔离器市场因供应链中断以及汽车和消费性电子等行业的需求减少而受到干扰。然而,医疗保健、通讯和远距工作技术等领域的需求增加。这项变革加速了数位转型,凸显了医疗设备和网路设备的重要性,并推动了对数位隔离器的需求。中小企业处境艰难,市场整合不断推进,竞争格局重构。
二氧化硅 (SiO2) 领域预计将在预测期内成为最大的领域
二氧化硅 (SiO2) 领域预计将出现良好成长,因为它具有优异的介电性能,并且适合用作数位隔离器中的绝缘材料。二氧化硅层在不同组件和电路之间提供高度电绝缘,从而实现可靠的讯号分离并防止电干扰。此外,二氧化硅与多种半导体製造技术相容,使数位隔离器製造商能够利用现有的製造流程和基础设施。
巨磁电阻(GMR) 领域预计在预测期内复合年增长率最高
巨磁电阻(GMR) 领域预计在预测期内将实现最高的复合年增长率,因为其对磁场的灵敏度更高,并且与传统方法相比可以提供更高的精度和分辨率。这使得数位隔离器具有更高的完整性和可靠性,使其成为适合行动电子设备和物联网感测器等空间受限应用的紧凑型数位隔离器解决方案,特别是在高电磁干扰(EMI)的环境中开发成为可能。
由于隔离器产品製造商的存在,预计亚太地区在预测期内将占据最大的市场占有率。罗姆半导体、研华、村田製作所和金升阳广州科技公司是总部设在该地区的主要市场参与者。该地区还拥有多家主要企业,为消费性电子产业提供低成本绝缘产品。此外,在开拓亚太市场方面,中国和印度正在快速成长。
由于对无杂讯电子产品的需求不断增长以及对资料中心和整个通讯行业的投资,预计北美在预测期内将呈现最高的复合年增长率。截至2021年,美国拥有超过2,670个资料中心,约占全球资料中心的40%。这些隔离器用于资料中心设备製造,以避免电流和电压击穿并实现平稳的资料传输速度,也用于不断增加的政府倡议、消费性电子产品和电动汽车製造投资正在推动市场成长。
According to Stratistics MRC, the Global Digital Isolator Market is accounted for $2.6 billion in 2023 and is expected to reach $5.1 billion by 2030 growing at a CAGR of 10.3% during the forecast period. A digital isolator is an electronic component used to transmit digital signals between two isolated circuits while providing electrical isolation to prevent current flow between them. It typically utilizes optocouplers, magnetic isolators, or capacitive coupling to achieve isolation. Digital isolators ensure safety and reliability by protecting sensitive components from voltage spikes, ground loops, and electromagnetic interference. They are commonly employed in applications requiring galvanic isolation, such as in industrial automation, medical devices, and automotive electronics.
According to the World Economic Forum Report in 2020, IoT investments among businesses reached USD 832 billion, and consumer spending on IoT solutions reached USD 236 billion in 2020.
Growing need for noise-free signal isolation
With industries such as automotive, industrial automation, healthcare, and telecommunications increasingly relying on digital isolators to ensure reliable signal transmission, the demand for these components is likely to surge. The emphasis on noise-free signal isolation drives the adoption of digital isolators over traditional optocouplers and other isolation methods. Leading to the introduction of innovative technologies and features such as higher data rates, lower power consumption, enhanced electromagnetic interference (EMI) immunity, and improved reliability propelling the growth of the market.
High production costs
High production costs often translate into higher prices for digital isolator products. This can make them less attractive to customers, especially in price-sensitive markets or industries where cost is a significant consideration. As a result, potential customers may seek alternative solutions or delay purchasing decisions, leading to decreased demand for digital isolators. This can result in a lack of innovation within the digital isolator market, as companies focus more on cost-cutting measures than on developing new and improved products hampering the market growth.
Increasing demand for miniaturization and high-speed data transfer
As electronic devices continue to become smaller and more compact, there is a growing need for digital isolators that can fit into smaller spaces without sacrificing performance. This trend drives manufacturers to develop digital isolators with smaller form factors and higher integration capabilities, enabling their integration into densely packed PCBs (Printed Circuit Boards) and miniaturized electronic devices. Thus, this integration trend simplifies system design, reduces component count, and enhances overall performance in applications requiring high-speed data transfer and isolation.
Complexity of integration
Integrating digital isolators into complex systems often requires significant engineering effort and time. Designers need to carefully consider factors such as signal integrity, power consumption, layout constraints, and compatibility with other components. This can lead to prolonged development cycles, delaying time-to-market for products incorporating digital isolators. Furthermore, designers may encounter compatibility issues, signal degradation, or unexpected interactions with other components, requiring iterative testing and refinement impeding the growth of the market.
Covid-19 Impact
The COVID-19 pandemic disrupted the digital isolator market with supply chain disruptions and reduced demand from industries like automotive and consumer electronics. However, increased demand emerged from sectors like healthcare, telecommunication, and remote work technologies. This shift accelerated digital transformation and highlighted the importance of medical devices and networking equipment, driving demand for digital isolators. Market consolidation occurred as smaller players struggled, leading to a reshaped competitive landscape.
The silicon dioxide (SiO2) segment is expected to be the largest during the forecast period
The silicon dioxide (SiO2) segment is estimated to have a lucrative growth, as it exhibits excellent dielectric properties, making it suitable for use as an insulating material in digital isolators. Silicon dioxide layers provide high electrical insulation between different components and circuits, enabling reliable signal isolation and preventing electrical interference. Additionally SiO2 is compatible with a wide range of semiconductor fabrication techniques and technologies, allowing digital isolator manufacturers to leverage existing manufacturing processes and infrastructure.
The giant magnetoresistive (GMR) segment is expected to have the highest CAGR during the forecast period
The giant magnetoresistive (GMR) segment is anticipated to witness the highest CAGR growth during the forecast period, as it offers enhanced sensitivity to magnetic fields and can provide higher accuracy and resolution compared to traditional methods. This can lead to digital isolators with improved signal integrity and reliability, particularly in environments with high electromagnetic interference (EMI) enabling to the development of compact digital isolator solutions suitable for space-constrained applications, such as portable electronic devices and IoT sensors.
Asia Pacific is projected to hold the largest market share during the forecast period owing to the presence of manufacturers of isolator products. ROHM Semiconductor, Advantech, Murata Manufacturing, and MORNSUN Guangzhou Science and Technology Firm are some of the major market players that have their headquarters in this region. Also, this area comprises several small and medium vital players that provide low-cost isolation products for the consumer electronics industry. Moreover, China and India are growing fast in terms of the development of the market in Asia Pacific.
North America is projected to have the highest CAGR over the forecast period, owing to the rising demand for noise-free electronics and investment across the data centers and telecommunication sector. The U.S. comprises more than 2,670 data centers as of 2021, approximately 40% of the globe's data centers. These isolators are used in data center equipment manufacturing to avoid current and voltage breakdown and smooth data transfer rates, additionally increasing government initiatives and investment in consumer electronics and electric vehicle manufacturing drive market growth.
Key players in the market
Some of the key players in the Digital Isolator Market include Amphenol Corporation, Analog Devices, Inc, Broadcom, Infineon Technologies AG, Kinetic Technologies, Monolithic Power Systems, Inc., MORNSUN Guangzhou Science & Technology Co. Ltd., Murata Manufacturing Co., Ltd., NVE Corporation, NXP Semiconductors, Renesas Electronics Corporation, ROHM CO., LTD., Skyworks Solutions, Inc., STMicroelectronics, Texas Instruments Incorporated and TT Electronics
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In December 2023, Infineon Technologies AG, a leading semiconductor company, has recently unveiled an expansion to its MOTIX(TM) family, introducing four new 2-channel gate driver ICs-2ED2742S01G, 2ED2732S01G, 2ED2748S01G, and 2ED2738S01G.
In November 2023, Amphenol Ardent Concepts Launches an Upgraded Website, Spotlighting Cutting-Edge Connectivity Solutions for Engineers. This revamped website underscores our unwavering commitment to pioneering interconnectivity solutions.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.