2024 年至 2031 年功率分离式元件和模组市场（按类型、材料、组件、最终用户产业和地区划分）

功率分离式元件和模组市场评估 - 2024-2031

对节能解决方案日益增长的需求、电动车 (EV) 的普及以及对可再生能源技术和智慧电网基础设施的大规模投资（尤其是在亚太地区），是功率分离式元件和模组市场的主要驱动力。根据 Verified Market Research 分析师预测，预测期内功率分离式元件和模组市场规模将达到 392.8 亿美元，低于 2024 年的 242.8 亿美元。

中国、日本和美国政府大力投资智慧电网技术以升级电力基础设施，这也推动了功率分离式元件和模组市场的发展，预计从 2024 年到 2031 年，复合年增长率将达到 6.2%。

功率分离式元件和模组市场定义/概述

功率分立元件和模组是用于管理和转换各种应用中电力的专用电子元件。功率模组将多个功率元件（例如功率 MOSFET 和电感器）整合到一个封装中，从而提高效率并减少所需空间。这些元件广泛应用于各种应用，包括电动车 (EV)、太阳能逆变器等可再生能源系统、工业自动化和家用电器，它们对提高能源效率和性能做出了显着贡献。

影响功率分离式元件和模组市场成长的因素有哪些？

电动车和混合动力汽车市场的不断增长是功率分离式元件和模组的主要驱动力。根据国际能源总署 (IEA) 的数据，2022 年全球电动车销量将达到 1,000 万辆，较 2021 年成长 55%。 IEA 预测，到 2030 年，电动车将占全球新车销售的 60% 左右。电动车产量的激增也推动了逆变器、转换器和电池管理系统 (BMS) 中使用的功率半导体的需求。

向可再生能源的转型正在推动太阳能逆变器和风力发电机系统中使用的功率元件和模组的需求。根据国际可再生能源机构 (IRENA) 的数据，2021 年全球可再生能源装置容量将达到 3,064 吉瓦，其中太阳能和风能占当年新增装置容量的 88%。 IRENA 也预测，到 2050 年，可再生能源将满足全球 90% 的电力需求，这将进一步推动功率半导体市场的发展。

此外，5G网路的全球扩张正在推动基地台和其他通讯设备中使用的功率分离式元件和模组的巨大需求。爱立信估计，到2027年底，5G用户数量预计将达到44亿，约占所有行动电话用户的48%。 5G技术的快速普及可能会推动对高效能电源管理系统的需求，并扩大功率分立元件和模组市场。

功率分立元件和模组市场面临的主要挑战是什么？

一个主要障碍是製造和实施功率分立元件和模组技术的高初始成本。开发改进的功率电子装置需要大量的研究资金、製造设备和基础设施。这一资金障碍阻碍了新进入者，并阻碍了现有企业的成长，尤其是在资源有限的较贫穷国家。

此外，原料短缺，尤其是碳化硅 (SiC) 和氮化镓 (GaN) 等特殊元件的短缺也是一个问题。这些原材料的短缺导致供应链中断和製造成本上升，影响了功率分离式元件和模组的价格和供应。这种限制削弱了製造商满足日益增长的需求的能力，尤其是在电动车和可再生能源等领域。

目录

第一章 引言

• 市场定义
• 市场区隔
• 调查方法

第二章执行摘要

• 主要发现
• 市场概况
• 市集亮点

第三章 市场概况

• 市场规模和成长潜力
• 市场趋势
• 市场驱动因素
• 市场限制
• 市场机会
• 波特五力分析

第四章功率分离式元件模组市场（依设备类型）

• 功率二极体
• 功率电晶体
• 闸流体
• 电源整流器
• 电源模组

第五章功率分立模组市场（依应用）

• 对于汽车
• 工业的
• 家用电子电器
• 通讯
• 航太/国防
• 卫生保健
• 其他的

第六章功率分离式元件模组市场（依材料）

• 碳化硅（SiC）
• 氮化镓（GaN）
• 硅（Si）

第七章区域分析

• 北美洲
• 美国
• 加拿大
• 墨西哥
• 欧洲
• 英国
• 德国
• 法国
• 义大利
• 亚太地区
• 中国
• 日本
• 印度
• 澳洲
• 拉丁美洲
• 巴西
• 阿根廷
• 智利
• 中东和非洲
• 南非
• 沙乌地阿拉伯
• 阿拉伯聯合大公国

第八章市场动态

• 市场驱动因素
• 市场限制
• 市场机会
• COVID-19 市场影响

第九章 竞争态势

• 主要企业
• 市占率分析

第十章：公司简介

• Infineon Technologies AG
• ROHM Semiconductor
• STMicroelectronics
• NXP Semiconductors
• Texas Instruments
• ON Semiconductor
• Renesas Electronics Corporation
• Mitsubishi Electric Corporation
• Semtech Corporation
• Toshiba Corporation

第十一章 市场展望与机会

• 新兴技术
• 未来市场趋势
• 投资机会

第十二章 附录

• 简称列表
• 来源和参考文献

Power Discrete and Modules Market Valuation - 2024-2031

The growing need for energy-efficient solutions, the adoption of electric vehicles (EVs), and large investments in renewable energy technologies and smart grid infrastructure, especially in the Asia-Pacific region are the main drivers of the power discrete and modules market. According to the analyst from Verified Market Research, the power discrete and modules market is estimated to reach a valuation of USD 39.28 Billion over the forecast subjugating around USD 24.28 Billion valued in 2024.

The substantial investments by governments in China, Japan, and the US in smart grid technology to upgrade their electrical infrastructures are also pushing the power discrete and modules market. It enables the market to grow at a CAGR of 6.2% from 2024 to 2031.

Power Discrete and Modules Market: Definition/Overview

Power discrete and modules are specialized electronic components that are used to manage and convert electrical power in a variety of applications. Power modules combine several power components, such as power MOSFETs and inductors, into a single package, increasing efficiency and lowering space requirements, whereas discrete devices allow for greater customization and design freedom. These components are widely used in a variety of applications, including electric vehicles (EVs), renewable energy systems such as solar inverters, industrial automation, and consumer electronics, where they contribute significantly to improved energy efficiency and performance.

What are the Aspects Influencing the Growth of the Power Discrete and Modules Market?

The increasing growth of the EV and HEV markets is a major driver of power discrete and modules. According to the International Energy Agency (IEA), global electric vehicle sales reached 10 million in 2022, up 55% from 2021. By 2030, the IEA predicts that EVs will account for around 60% of worldwide new car sales. This surge in EV production is increasing demand for power semiconductors used in inverters, converters, and battery management systems (BMS).

The transition to renewable energy sources is increasing demand for power components and modules used in solar inverters and wind turbine systems. According to the International Renewable Energy Agency (IRENA), the global installed capacity of renewable electricity reached 3,064 GW in 2021, with solar and wind accounting for 88% of new capacity added that year. According to IRENA, renewables will supply 90% of global electricity needs by 2050, boosting the power semiconductor market even higher.

Furthermore, the global expansion of 5G networks is driving significant demand for power discrete and modules used in base stations and other communication equipment. According to an Ericsson estimate, 5G subscribers are expected to total 4.4 billion by the end of 2027, accounting for around 48% of all mobile subscriptions. This rapid spread of 5G technology is likely to increase demand for efficient power management systems, hence increasing the power discrete and modules market.

What are the Primary Challenges Faced by the Power Discrete and Modules Market?

The high initial cost of manufacturing and implementing power discrete and module technologies is one major barrier. The development of improved power electronics necessitates significant funding for research, manufacturing equipment, and infrastructure. This financial barrier discourages new entrants and hinders the growth of current businesses, especially in poorer countries where finance may be limited.

Furthermore, the scarcity of raw materials, especially for specialist components like silicon carbide (SiC) and gallium nitride (GaN), is another problem. The scarcity of these materials causes supply chain disruptions and higher production costs, affecting the pricing and availability of power discretes and modules. This limitation impairs manufacturers' ability to meet rising demand, particularly in sectors such as electric vehicles and renewable energy.

Category-wise Acumens

What Factors Contribute to the Increasing Demand for Power Modules in the Market?

According to VMR analyst, the power module segment is expected to dominate within the power discrete and modules market during the forecast period. The superior performance and efficiency of power modules over discrete devices is one of their main driving factors. Power modules combine many semiconductor components into a single package, resulting in improved thermal control and lower power loss. This increased efficiency is critical for applications like electric vehicles, renewable energy systems, and industrial automation, which require high performance and reliability.

The increasing need for dependable and small-sized power electronics solutions is another important driver. As industries move toward downsizing and higher power density, power modules provide a space-saving solution that fits these needs. Their capacity to withstand greater voltages and currents makes them excellent for use in electric vehicles and smart grid technologies, reinforcing their market dominance.

Furthermore, the rapid improvement of semiconductor technology, particularly in Silicon Carbide (SiC) and Gallium Nitride (GaN), is driving the expansion of the power module segment. These materials allow power modules to operate at greater temperatures and frequencies, which improves their performance in demanding applications. Continuous innovation in this field is boosting adoption across several sectors, including automotive and renewable energy, reinforcing the segment's market leadership.

How Does the Surge in EV Adoption in the Automotive Sector Driving the Market?

The automotive segment is estimated to hold the largest share of the power discrete and modules market during the forecast period. The need for power components and modules has greatly increased as the automotive sector moves toward electrification. These components are critical for regulating power in electric vehicles, enabling efficient energy conversion, and improving overall vehicle performance, all of which are required to meet consumer expectations and regulatory standards.

Manufacturers face pressure to design automobiles that use less energy and release fewer pollutants. Power components and modules play an important part in attaining these objectives by optimizing power management systems, increasing the efficiency of electric drivetrains, and lowering energy losses during operation.

Furthermore, the increasing use of automation and advanced driver assistance systems (ADAS) in automobiles is pushing up demand for sophisticated power electronics. These systems require dependable and efficient power management solutions to function properly. Power discrete and modules are essential to the operation of numerous electronic components in modern automobiles, helping the industry shift to more automated and intelligent driving experiences.

Gain Access to Power Discrete and Modules Market Report Methodology

Country/Region-wise Acumens

What are the Drivers Contributing to the Dominance of Asia Pacific in the Market?

The Asia Pacific region is estimated to dominate the power discrete and modules market during the forecast period. The Asia Pacific region is rapidly industrializing and urbanizing, resulting in increased demand for power electronics in a variety of sectors. According to the Asian Development Bank (ADB), urbanization in Asia and the Pacific will increase to 55% by 2030 and 64% by 2050, up from 20% in 1950. This expansion is driving demand for power infrastructure and electronic devices, hence boosting the power discrete and modules market. The United Nations predicts that by 2050, Asia's urban population will grow by 1.2 billion people, necessitating major growth of power systems and electronic infrastructure.

Furthermore, the Asia-Pacific region, especially China, is leading the way in electric vehicle adoption. According to the International Energy Agency (IEA), China accounted for half of the increase in worldwide electric car sales in 2021, selling 3.3 million electric vehicles. The China Association of Automobile Manufacturers predicts that new energy vehicle (NEV) sales in China will reach 9 million units in 2023, representing a 35% rise year on year. The rapid growth of the EV sector is creating a large demand for power discrete and modules used in car powertrains and charging infrastructures.

What Factors Influence the Market of Power Discrete and Modules in North America?

North America is estimated to exhibit substantial growth within the market during the forecast period. The North American region is experiencing significant development in data center capacity, creating demand for efficient power management systems. According to the United States International Trade Administration, the North American data center market will increase at a 10.5% CAGR between 2021 and 2026, reaching USD 105.12 Billion by 2026. This growth is driving up the demand for power components and modules in server power supplies, UPS systems, and cooling infrastructure.

Furthermore, North America is making significant investments in renewable energy sources and updating its power system, both of which necessitate superior power semiconductor technologies. The Energy Information Administration (EIA) predicts that renewables will account for 44% of US power output by 2050, up from 21% in 2021. In addition, the US Department of Energy's Grid Modernization Initiative is spending more than USD 220 Million on initiatives to increase grid dependability and resilience. These advancements are increasing the demand for power discrete and modules in inverters, converters, and smart grid applications.

Competitive Landscape

The competitive landscape of the power discrete and modules market is characterized by a constant interplay of innovation, technical advancement, and strategic alliances among various companies. Companies are increasingly focusing on research and development to better the efficiency, durability, and performance of power devices, which are crucial for applications in electric vehicles, renewable energy systems, and industrial automation.

Some of the prominent players operating in the power discrete and modules market include:

Infineon Technologies AG

ROHM Semiconductor

STMicroelectronics

NXP Semiconductors

Texas Instruments

ON Semiconductor

Renesas Electronics Corporation

Mitsubishi Electric Corporation

Semtech Corporation

Toshiba Corporation

Latest Developments:

In January 2023, Volkswagen signed a "strategic" procurement agreement with Onsemi. The agreement aims to secure power semiconductors for the next generation of electric vehicles. Onsemi provides SiC modules and transistors for VW's drive converters.

Power Discrete and Modules Market by Category

Type:

Power Discrete

Power Module

Material:

SiC

GaN

Others

Component:

Thyristor

Diode

Rectifier

MOSFET

IGBT

Others

End-User Industry:

Telecommunication

Industrial

Automotive

Renewable

Consumer Electronics

Military & Defense

Medical

Others

Region:

North America

Europe

Asia Pacific

Latin America

Middle East & Africa

TABLE OF CONTENTS

1. Introduction

• Market Definition
• Market Segmentation
• Research Methodology

2. Executive Summary

• Key Findings
• Market Overview
• Market Highlights

3. Market Overview

• Market Size and Growth Potential
• Market Trends
• Market Drivers
• Market Restraints
• Market Opportunities
• Porter's Five Forces Analysis

4. Power Discrete And Modules Market, By Type of Devices

• Power Diodes
• Power Transistors
• Thyristors
• Power Rectifiers
• Power Modules

5. Power Discrete And Modules Market, By Application

• Automotive
• Industrial
• Consumer Electronics
• Telecommunications
• Aerospace and Defense
• Healthcare
• Others

6. Power Discrete And Modules Market, By Material

• Silicon Carbide (SiC)
• Gallium Nitride (GaN)
• Silicon (Si)

7. Regional Analysis

• North America
• United States
• Canada
• Mexico
• Europe
• United Kingdom
• Germany
• France
• Italy
• Asia-Pacific
• China
• Japan
• India
• Australia
• Latin America
• Brazil
• Argentina
• Chile
• Middle East and Africa
• South Africa
• Saudi Arabia
• UAE

8. Market Dynamics

• Market Drivers
• Market Restraints
• Market Opportunities
• Impact of COVID-19 on the Market

9. Competitive Landscape

• Key Players
• Market Share Analysis

10. Company Profiles

• Infineon Technologies AG
• ROHM Semiconductor
• STMicroelectronics
• NXP Semiconductors
• Texas Instruments
• ON Semiconductor
• Renesas Electronics Corporation
• Mitsubishi Electric Corporation
• Semtech Corporation
• Toshiba Corporation

11. Market Outlook and Opportunities

• Emerging Technologies
• Future Market Trends
• Investment Opportunities

12. Appendix

• List of Abbreviations
• Sources and References