市场调查报告书
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1530706
到 2030 年功率半导体市场预测:按组件、材料、最终用户和地区进行的全球分析Power Semiconductor Market Forecasts to 2030 - Global Analysis By Component (Power Discrete, Power Integrated Circuits and Power Modules), Material (Gallium Nitride (GaN), Silicon Carbide (SiC) and Other Materials), End User and By Geography |
根据Stratistics MRC预测,2024年全球功率半导体市场规模将达到762.5亿美元,预计2030年将达到1,244.1亿美元,预测期内复合年增长率为8.5%。
功率半导体是设计用来有效处理大电流和电压的电子元件。与用于低功率应用的小讯号半导体不同,功率半导体针对高电压和高额定电流进行了最佳化,通常可以开关或调节大量功率。每种类型都有特定的特性,使其适合不同的电源管理需求,平衡开关速度、电压中断能力和效率等因素。
据 Shopify 称,智慧型手机销售收入预计将在 2021 年达到高峰 4,810 亿美元,到 2026 年将超过 5,000 亿美元。根据《中国新能源汽车产业开拓计画(2021-2035年)》,到2025年,电动车市场占有率将达到25%。
电力电子需求增加
对电力电子产品不断增长的需求极大地推动了电力半导体市场的发展。电力电子在各种应用中的功率转换和管理中发挥着至关重要的作用,包括可再生能源系统、电动车、工业设备和家用电子电器。世界向太阳能和风能等永续能源来源的转变需要高效的电力转换技术,其中功率半导体至关重要。此外,电动车的普及需要先进的功率半导体解决方案来实现高效的能源管理和马达控制。
初期投资成本高
由于初始投资成本高昂,功率半导体产业面临重大障碍,阻碍了创新和市场进入。这些成本主要归因于复杂且集中密集的半导体製造工艺,包括研发、製造设施(晶圆厂)和设备。建造和维护最先进的晶圆厂需要大量资金,通常达数十亿美元,这使得新参与企业和小型企业很难与行业现有企业竞争。然而,这些财务障碍对进入市场造成了很高的壁垒,阻碍了中小企业扩大业务和投资下一代半导体技术的研究。
对能源效率的需求不断增长
对能源效率日益增长的需求正在推动功率半导体的成长。这些半导体在提高电源转换和管理系统的效率以及降低能耗和营运成本方面发挥关键作用。主要驱动因素包括电动车的快速采用、可再生能源基础设施的扩张以及智慧电网技术的普及。功率半导体可实现更高的功率转换和控制效率,最大限度地减少传输和使用过程中的能量损失。随着全球努力优先考虑永续性和减少碳足迹,对先进功率半导体技术的需求预计将继续增长。
整合和相容性问题
功率半导体的整合和相容性问题是指由于需要在单一晶片或单一系统内结合不同的半导体技术和材料而产生的挑战。 MOSFET 和 IGBT 等功率半导体装置对于从可再生能源系统到电动车等各种应用中的高效功率转换和控制至关重要。然而,整合这些设备构成了主要的技术障碍。不同半导体材料和技术之间的电气性能、热性能和製造过程的差异会产生相容性问题。
COVID-19大流行对功率半导体产业产生了重大影响。最初,全球供应链中断导致半导体製造和分销延迟,导致供不应求和价格波动。由于製造商面临劳动力短缺和物流挑战,工厂关闭和产能减少进一步加剧了这种情况。功率半导体产业的公司必须透过加快数位转型努力、实施远距工作政策以及供应链来源多元化来适应,以降低未来风险。
功率积体电路产业预计将在预测期内成为最大的产业
功率积体电路领域透过将多种功能整合到一个晶片中来提高各种应用的效率和性能,预计在预测期内将实现最高成长。与二极体和电晶体等分立功率元件不同,功率 IC 将控制、驱动和保护电路与 MOSFET 和 IGBT 等功率开关元件整合在一起。电源 IC 还透过优化的电路设计和更少的互连来提供更好的温度控管和更高的可靠性。随着对节能、紧凑型电子设备的需求不断增加,电源 IC 在各种电子产品和系统中实现更小的外形尺寸、提高能源效率和提高性能方面发挥关键作用。
碳化硅(SiC)领域预计在预测期内复合年增长率最高
碳化硅(SiC)领域预计在预测期内复合年增长率最高,因为与传统硅相比,它具有更优越的材料性能。 SiC 装置具有高击穿场强,可在更高的电压和温度下工作,同时保持效率。这项特性减少了传导损耗,使电力电子系统变得更小、更有效率。此外,SiC 的高导热性可改善散热,进一步提高高功率运作期间的可靠性和效能。随着製造商不断改进生产流程并降低成本,碳化硅半导体的采用预计将加速,推动电力电子技术的创新,并有助于向更节能的技术过渡。
在外推期间,亚太地区占据了最大的市场占有率。随着城市的扩张和现代化,智慧电网、电动车和工业自动化等各种应用对高效能电源管理解决方案的需求正在迅速增加。随着全部区域城市能源需求的增加,功率半导体在提高能源效率、减少碳排放和确保可靠电力供应方面发挥关键作用。此外,物联网 (IoT) 和人工智慧 (AI) 等先进技术在城市基础设施中的整合正在推动对能够处理全部区域复杂资料处理和即时决策的强大半导体设备的需求。
预计欧洲地区在预测期内将呈现良好的成长动能。更严格的环境标准和雄心勃勃的气候目标正在推动各国政府鼓励和强制区域采用节能技术,包括功率半导体。这些法规鼓励创新和投资开发更有效率、更永续的半导体解决方案。此外,政府提供的财政支持和研究津贴鼓励产业相关人员和研究机构之间的合作,为全部区域的技术进步培育一个强大的生态系统。
According to Stratistics MRC, the Global Power Semiconductor Market is accounted for $76.25 billion in 2024 and is expected to reach $124.41 billion by 2030 growing at a CAGR of 8.5% during the forecast period. Power semiconductors are electronic devices designed to handle large electrical currents and voltages efficiently. Unlike small-signal semiconductors used in low-power applications, power semiconductors are optimized for high voltage and current ratings, often capable of switching or regulating substantial amounts of electrical power. Each type has specific characteristics suited for different power management needs, balancing factors like switching speed, voltage blocking capability, and efficiency.
According to Shopify, income from smartphone sales peaked at USD 481 billion in 2021 and is predicted to surpass USD 500 billion by 2026. According to China's Development Plan for the New Energy Automobile Industry (2021-2035), EVs could include a 25% market share by 2025.
Rise in demand for power electronics
The increasing demand for power electronics is substantially boosting the power semiconductor market. Power electronics play a crucial role in converting and managing electrical power in various applications, including renewable energy systems, electric vehicles, industrial equipment and consumer electronics. The global shift towards sustainable energy sources such as solar and wind power requires efficient power conversion technologies, where power semiconductors are integral. Additionally, the proliferation of electric vehicles necessitates advanced power semiconductor solutions for efficient energy management and motor control.
High initial investment costs
The power semiconductor industry faces significant barriers due to high initial investment costs, which impede innovation and market entry. These costs primarily stem from the complex and capital-intensive nature of semiconductor manufacturing processes, including research and development, fabrication facilities (fabs), and equipment. Building and maintaining cutting-edge fabs require substantial financial resources, often in the billions of dollars, making it difficult for new players or smaller companies to compete with established giants in the industry. However, these financial barriers create a high threshold for entry into the market and inhibit smaller firms from scaling up operations or investing in research for next-generation semiconductor technologies.
Increasing demand for energy efficiency
The increasing demand for energy efficiency has propelled the growth of power semiconductors. These semiconductors play a crucial role in improving the efficiency of power conversion and management systems, thereby reducing energy consumption and operational costs. Key drivers include the rapid adoption of electric vehicles, the expansion of renewable energy infrastructure, and the proliferation of smart grid technologies. Power semiconductors enable higher efficiency in converting and controlling electrical power, minimizing energy losses during transmission and utilization. As global initiatives prioritize sustainability and carbon footprint reduction, the demand for advanced power semiconductor technologies is expected to continue growing.
Integration and compatibility issues
Integration and compatibility issues in power semiconductors refer to challenges arising from the need to combine different semiconductor technologies or materials on a single chip or within a single system. Power semiconductor devices, such as MOSFETs and IGBTs, are crucial for efficient power conversion and control in various applications from renewable energy systems to electric vehicles. However, integrating these devices poses significant technical hurdles. Compatibility issues arise due to differences in electrical characteristics, thermal properties, and manufacturing processes between different semiconductor materials and technologies.
The COVID-19 pandemic significantly impacted the power semiconductor industry. Initially, disruptions in the global supply chain caused delays in manufacturing and distribution of semiconductors, leading to shortages and price fluctuations. This was exacerbated by factory shutdowns and reduced production capacities as manufacturers struggled with labor shortages and logistical challenges. Companies in the power semiconductor sector had to adapt by accelerating digital transformation efforts, implementing remote work policies, and diversifying supply chain sources to mitigate future risks.
The Power Integrated Circuits segment is expected to be the largest during the forecast period
Power Integrated Circuits segment is expected to be the largest during the forecast period by combining multiple functionalities onto a single chip to enhance efficiency and performance in various applications. Unlike discrete power components, such as diodes and transistors, Power ICs integrate control, drive, and protection circuitry with power switching devices like MOSFETs or IGBTs. Power ICs also facilitate better thermal management and higher reliability due to optimized circuit design and reduced interconnects. As the demand for energy-efficient and compact electronic devices grows, Power ICs play a crucial role in enabling smaller form factors, improved energy efficiency, and enhanced performance across a wide range of electronic products and systems.
The Silicon Carbide (SiC) segment is expected to have the highest CAGR during the forecast period
Silicon Carbide (SiC) segment is expected to have the highest CAGR during the forecast period due to its superior material properties compared to traditional silicon. SiC devices offer higher breakdown electric field strength, enabling them to operate at higher voltages and temperatures while maintaining efficiency. This characteristic results in reduced conduction losses, allowing for smaller, more efficient power electronic systems. Additionally, SiC's higher thermal conductivity enhances heat dissipation, further improving reliability and performance under high-power operation. As manufacturers continue to refine production processes and reduce costs, the widespread adoption of SiC semiconductors is expected to accelerate, driving innovation in power electronics and contributing to the transition towards more energy-efficient technologies.
Asia Pacific region commanded the largest market share over the extrapolated period. As cities expand and modernize, there is a burgeoning need for efficient power management solutions in various applications such as smart grids, electric vehicles, and industrial automation. Power semiconductors play a crucial role in enhancing energy efficiency, reducing carbon footprints, and ensuring reliable power delivery amidst increasing urban energy demands throughout the region. Moreover, the integration of advanced technologies like Internet of Things (IoT) and artificial intelligence (AI) in urban infrastructure further amplifies the requirement for robust semiconductor devices capable of handling complex data processing and real-time decision-making across the region.
During the projected time frame, Europe region is estimated to witness lucrative growth. Stricter environmental standards and ambitious climate goals have pushed governments to incentivize and mandate the regional adoption of energy-efficient technologies, including power semiconductors. These regulations drive innovation and investment in the development of more efficient and sustainable semiconductor solutions. Moreover, financial support and research grants provided by governments encourage collaboration between industry players and research institutions, fostering a robust ecosystem for technological advancement across the region.
Key players in the market
Some of the key players in Power Semiconductor market include Analog Devices, Inc, Fairchild Semiconductor International, Inc, Fuji Electric Co., Ltd, Infineon Technologies AG, Magnachip Semiconductor Corporation, Mitsubishi Electric Corporation, NXP Semiconductors N.V., Renesas Electronics Corporation, Semikron International GmbH, Silicon Laboratories Inc, STMicroelectronics N.V. and Toshiba Corporation.
In October 2023, Kia Corporation and Hyundai Motor Company announced a deliberate collaboration with Infineon Technologies AG, a universal semiconductor lead, in order to secure power semiconductors in support of the rising electric vehicle demand across the globe. As per the deal, Kia and Hyundai will buy core power semiconductors for automobiles, such as insulated-gate bipolar transistor (IGBT), diode, and silicon carbide (SiC) power modules.
In June 2023, Mitsubishi Electric Corporation announced that the company would begin shipping samples of its new NX-type full-SiC (silicon carbide) power semiconductor module for industrial equipment.
In May 2023, Toshiba Electronics Europe launched a new 150V N-channel power MOSFET based upon their latest generation U-MOS X-H Trench process. The TPH9R00CQ5 is specifically designed for high-performance switching power supplies such as those used in communication base stations and other industrial applications.