市场调查报告书
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1530801
2030 年功率半导体市场预测:按产品类型、材料、应用、最终用户和地区分類的全球分析Power Semiconductor Market Forecasts to 2030 - Global Analysis By Product Type (Discrete Power Semiconductors, Power Modules, Power Integrated Circuits and Other Product Types), Material, Application, 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542亿美元,预计2030年将达到808亿美元,预测期内复合年增长率为6.9%。
功率半导体是现代电子系统中的关键组件,用于有效控制和转换电力。功率半导体可处理高电压和电流,从而在从工业机械到家用电子电器的各种应用中实现功率调节。这些半导体管理功率流、提高能源效率并减少热量产生。材料科学的创新,例如碳化硅 (SiC) 和氮化镓 (GaN) 的使用,正在提高性能和效率。与传统硅基半导体相比,这些材料具有更高的导热率和卓越的开关速度,有助于实现更可靠、更紧凑的电源管理解决方案。
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。
电动和混合动力汽车快速成长
随着电动和混合动力汽车变得越来越流行,对先进功率半导体元件的需求将会增加,因为它们在电池管理、马达控制和能量转换中发挥关键作用。 MOSFET、IGBT 和 GaN 装置等功率半导体对于管理电力推进系统和高效功率转换中涉及的高电压和电流至关重要。这种不断增长的需求正在推动功率半导体技术的创新和投资,从而提高效率、尺寸和性能,从而推动市场成长。
研发成本高
碳化硅(SiC)和氮化镓(GaN)等先进技术的开发需要大量投资,这可能会导致更高的生产成本和价格压力。面临财务限制的小型企业可能难以跟上技术进步,从而降低竞争力并抑制创新。此外,不断上升的研发成本可能会减缓新技术的商业化,并减缓尖端解决方案在整个市场的广泛采用。
太阳能和风力发电系统的采用增加
再生能源来源需要高效的电力管理和转换技术来与电网整合并优化能源使用。功率半导体对于太阳能逆变器和风力发电机中的直流-交流转换、最大功率点追踪 (MPPT) 和能源储存管理等任务至关重要。此外,太阳能和风力发电能力的增加正在推动对先进功率半导体元件(如高效二极体、MOSFET和IGBT)以及新兴技术(如碳化硅(SiC)和氮化镓(GaN))的需求。
温度控管挑战
功率半导体在运作过程中会产生大量热量,温度控管不当会导致过热、效率降低和装置寿命缩短。这需要开发复杂且昂贵的冷却解决方案,这会增加系统的整体成本。温度控管要求的提高也会减慢产品开发速度,增加研发成本,并影响市场创新和新技术的快速上市时间。
COVID-19 扰乱了供应链并导致生产和运输延误,对功率半导体市场产生了重大影响。由于经济放缓和工厂关闭,疫情最初导致需求下降。但随着世界的适应,由于对电子产品、远距工作的依赖增加以及医疗保健和可再生能源等行业的成长,需求激增。这场危机加速了数位转型,凸显了对有弹性的供应链的需求,并鼓励了对半导体技术和基础设施的长期投资。
离散式功率半导体领域预计将在预测期内成为最大的领域
由于离散式功率半导体的多功能性和广泛的应用范围,预计将在预测期内成为最大的市场。分立功率半导体可有效处理从家用电子电器到工业机械等各种系统中的特定功率控制任务。它的不断发展提高了性能、可靠性和能源效率。汽车、可再生能源和工业自动化等领域对节能解决方案的需求不断增长,正在推动市场成长。
预计氮化镓领域在预测期内复合年增长率最高
预计氮化镓细分市场在预测期内复合年增长率最高。因为这些 GaN 装置可实现更快的开关速度、更高的效率和更高的导热性,从而提高能源效率并减少热量产生。这带来了更紧凑和可靠的电源管理解决方案。 GaN 技术在电动车、可再生能源系统和高频电源等应用中的采用正在加速。
电动车在北美越来越受欢迎,电池管理系统和马达控制对功率半导体的需求不断增加。此外,太阳能和风能等再生能源来源的扩张增加了对高效能电力转换和管理系统的需求,从而推动了市场成长。
由于中国、日本和韩国等国家对电动车基础设施和生产的大量投资推动了功率半导体的需求,特别是电池管理和马达控制应用,预计亚太地区将保持最高的复合年增长率。此外,亚太国家也越来越多地转向太阳能和风能等可再生能源,需要先进的电源管理解决方案来整合和优化这些能源来源。
According to Stratistics MRC, the Global Power Semiconductor Market is accounted for $54.2 billion in 2024 and is expected to reach $80.8 billion by 2030 growing at a CAGR of 6.9% during the forecast period. Power semiconductors are crucial components in modern electronic systems, used to control and convert electrical power efficiently. They handle high voltages and currents, enabling the regulation of power in various applications, from industrial machinery to consumer electronics. These semiconductors manage power flow, improve energy efficiency, and reduce heat generation. Innovations in material science, such as the use of silicon carbide (SiC) and gallium nitride (GaN), are enhancing performance and efficiency. These materials offer higher thermal conductivity and better switching speeds compared to traditional silicon-based semiconductors, contributing to more reliable and compact power management solutions.
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.
Surge in electric and hybrid vehicles
As electric and hybrid vehicles become more prevalent, the demand for advanced power semiconductor components increases due to their critical role in battery management, motor control, and energy conversion. Power semiconductors like MOSFETs, IGBTs, and GaN devices are essential for managing the high voltages and currents involved in electric propulsion systems and efficient power conversion. This growing demand drives innovation and investment in power semiconductor technology, leading to advancements in efficiency, size, and performance boosting the growth of the market.
High R&D costs
Significant investment is required to develop advanced technologies like silicon carbide (SiC) and gallium nitride (GaN), which can lead to higher production costs and pricing pressures. Smaller firms, facing financial constraints, may struggle to keep pace with technological advancements, reducing competition and potentially stifling innovation. Additionally, high R&D expenses can delay the commercialization of new technologies, slowing the overall market adoption of cutting-edge solutions.
Increasing adoption of solar and wind power systems
Renewable energy sources require efficient power management and conversion technologies to integrate with the grid and optimize energy usage. Power semiconductors are essential for tasks such as DC-AC conversion, maximum power point tracking (MPPT), and energy storage management in solar inverters and wind turbines. Further the growth in solar and wind energy installations drives demand for advanced power semiconductor components, such as high-efficiency diodes, MOSFETs, and IGBTs, as well as emerging technologies like silicon carbide (SiC) and gallium nitride (GaN).
Thermal management challenges
Power semiconductors generate significant heat during operation, and inadequate thermal management can lead to overheating, reduced efficiency, and shorter device lifespans. This necessitates the development of complex and costly cooling solutions, which can increase overall system costs and the increased thermal management requirements can also delay product development and add to R&D expenses, impacting the market's ability to innovate and bring new technologies to market quickly.
COVID-19 significantly impacted the power semiconductor market by disrupting supply chains, causing delays in production and shipping. The pandemic initially led to a decline in demand due to economic slowdowns and factory closures. However, as the world adapted, there was a surge in demand driven by increased reliance on electronics, remote work, and growth in sectors like healthcare and renewable energy. The crisis accelerated digital transformation and highlighted the need for resilient supply chains, driving long-term investments in semiconductor technology and infrastructure.
The discrete power semiconductors segment is expected to be the largest during the forecast period
The discrete power semiconductors is expected to be the largest during the forecast period due to their versatility and wide application range. They handle specific power control tasks efficiently in various systems, from consumer electronics to industrial machinery. Their continued evolution enhances performance, reliability, and energy efficiency. The growing demand for energy-efficient solutions in sectors like automotive, renewable energy, and industrial automation drives their market growth.
The gallium nitride segment is expected to have the highest CAGR during the forecast period
The gallium nitride segment is expected to have the highest CAGR during the forecast period because these GaN devices enable faster switching speeds, higher efficiency, and greater thermal conductivity, which improves energy efficiency and reduces heat generation. This leads to more compact and reliable power management solutions. The adoption of GaN technology is accelerating in applications such as electric vehicles, renewable energy systems, and high-frequency power supplies.
North America is projected to hold the largest market share during the forecast period owing to the growing adoption of EVs in North America increases demand for power semiconductors for battery management systems and motor control. Further the expansion of renewable energy sources like solar and wind drives the need for efficient power conversion and management systems propelling the market growth.
Asia Pacific is projected to hold the highest CAGR over the forecast period due to significant investments in EV infrastructure and production in countries like China, Japan, and South Korea are driving demand for power semiconductors, particularly for battery management and motor control applications. Additionally the growing focus on renewable energy sources, such as solar and wind power, in Asia Pacific countries necessitates advanced power management solutions to integrate and optimize these energy sources.
Key players in the market
Some of the key players in Power Semiconductor market include Alpha & Omega Semiconductor, Broadcom Inc., Fuji Electric Co. Ltd, Infineon Technologies AG, Littlefuse Inc., Magnachip Semiconductor Corp., Microchip Technology Inc., Mitsubishi Electric Corporation, Nexperia Holding BV, NXP Semiconductors NV, ON Semiconductor Corporation, Qorvo Inc., Renesas Electronics Corporation, Rohm Co. Ltd, Semikron International, STMicroelectronics NV, Texas Instruments Inc., Toshiba Corporation and Wolfspeed Inc.
In July 2024, Infineon expanded Infringement Lawsuit against Innoscience and files complaint with U.S. International Trade Commission. In addition, Infineon filed a complaint with the U.S. International Trade Commission (USITC) containing legal claims referring to the same four patents covered by the lawsuit.
In June 2024, Infineon introduced power system reliability Modeling to reduce power shortages and blackouts in data center systems. Target applications of the solution include DCDC converters, ACDC rectifiers and IBC modules utilized in data centers, AI servers, GPUs, and telecom networks.
In June 2024, VIS and NXP to established a joint venture to build and operate a 300mm Fab. The joint-venture fab will support 130nm to 40nm mixed-signal, power management and analog products, targeting the automotive, industrial, consumer and mobile end markets.