首頁 > 市場調查報告書 > 電子零件/半導體

半導體生產設備半導體市場

市場調查報告書

商品編碼

1798091

全球工業半導體市場：成長機會（2024-2029）

Growth Opportunities in the Industrial Semiconductors Market, Global, 2024-2029

出版日期: 2025年07月22日 | 出版商:

Frost & Sullivan | 英文 50 Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄

永續性、數位轉型、人工智慧和連接性的整合將推動工業半導體市場對人工智慧晶片組和複合半導體等特殊半導體的需求。

用於工業領域的半導體裝置稱為工業半導體。「工業」一詞含義廣泛，但具體應用包括工業自動化系統（PLC、SCADA、馬達驅動器等）、航太和國防、醫療保健、教育、能源（包括綠色能源和電動車充電）以及其他領域。

目前工業半導體市場的疲軟主要是因為全球宏觀經濟情勢導致客戶公司庫存耗盡，造成需求疲軟和銷售下降。

不過，一些市場參與企業預計情況將在2024年底或2025年中期有所改善，此後工業半導體市場將再次進入成長階段。

人工智慧、數位轉型、互聯互通、人工智慧與互聯互通的融合以及永續性等大趨勢預計將推動2025年後市場成長。

本報告目的是從收益角度估算市場 SAM，並確定未來五年將影響市場未來的趨勢。

市場收益僅代表新晶片的銷售額，不包括翻新零件的銷售額。

本研究分析了全球範圍內的工業半導體市場，並依地區細分如下：

北美洲（美國、加拿大）、拉丁美洲（巴西、墨西哥、阿根廷、中美洲和南美洲）、其他（加勒比海群島等）
歐洲、中東和非洲（EMEA）（包括俄羅斯）
亞太地區：包括西太平洋沿岸國家、印度支那、太平洋島嶼和中亞

三大戰略要務對全球工業半導體產業的影響

顛覆性技術

為什麼
半導體產業探索矽以外的技術和材料，以解決開發下一代設備時面臨的功率、性能和面積挑戰，滿足永續性等大趨勢。
開發 SiC、氮化鎵（GaN）、環柵（GaAs）電晶體和磷化銦（InP）等複合半導體材料，以促進功率和射頻產品的進步，並且積極推行矽光電技術來解決計算挑戰。
前景
上述材料和技術平台處於研發和商業性成熟的不同階段，到2025年，預計矽以外材料的利用和新計算技術的採用將呈現強勁動力。
減少作為新興技術領導者的競爭。
沒有必要單獨生產替代技術或更先進的技術。

內部挑戰

原因
技能短缺廣泛影響半導體產業，因為在整個設計和製造過程中，上市時間和成本變得越來越具有挑戰性。在工業半導體市場，針對各種應用的客製化設計需求加劇了這個問題。
因此，設計工程師必須處理大量請求，同時努力保持競爭力。
觀點
EDA 解決方案必須發揮更大的作用。用軟體解決方案來彌補技能短缺並非易事。設計和製造流程中的工程師需要獲得 AI 賦能的設計能力，使他們能夠應對挑戰，同時提供端到端的設計測試和高品質的生產力。
需要 STEM舉措來增強新一代勞動力的能力，並且產業必須與學術機構合作，投資基礎設施、教育和培訓，以確保半導體產業的職業成功。

地緣政治混亂

為什麼
疫情後的供應鏈中斷凸顯了半導體產業對南亞地區的過度依賴。
各國正大力國有化其半導體產業，引發自給自足和技術優勢的競賽。
貿易戰（例如美國與中國）以及跨行業制裁和關稅的實施對功率半導體供應鏈產生了負面影響。
俄烏戰爭、台海衝突等事件導致國際市場不穩定。
觀點
本產業需要一個連結價值鏈各部分的電子生態系。
半導體世界/生態系統如此龐大，完全自給自足並不是一個可行的目標。
西方國家無法與亞洲國家的成本優勢相抗衡，因此他們不應該選擇回流，而應該致力於友善國家和近岸國家，以享受成本效益。
建立功率半導體晶片的後端和晶圓廠可能有助於確立在半導體供應鏈中的地位。

主要競爭對手

世界

Analog Devices
Fuji Electric
Infineon Technologies
Microchip Technology
MINEBEA MITSUMI Inc.
Mitsubishi Electric
Navitas Semiconductor
Nexperia
Onsemi
Power Integrations
Renesas Electronics
ROHM
Sanan IC
Semikron-Danfoss
STMicroelectronics
Texas Instruments
Toshiba Electronic Devices
Transphorm
Vincotech GmbH
Vishay Intertechnology
Wolfspeed

亞太地區

Actron Technology Corp.
BYD Semiconductor
CR Micro
Fuji Electric
Innoc Semiconductor
KEC Corporation
Kyocera
Leapers Semiconductor
Magnachip
MINEBEA MITSUMI Inc.
Mitsubishi Electric
Power Master Semiconductor
Renesas Electronics
ROHM
Sanan IC
Sanken Electric
SemilQ
Silan Microelectronics
SIRETEXFIR Corp.
Star Semiconductor Corp.
Toshiba Electronic Devices
WeEn Semiconductors

歐洲、中東和非洲

CambridgeGaN Devices
Diotec Semiconductor AG
Dynex Semiconductor Ltd.
Infineon Technologies
Nexperia
Robert Bosch
Semikron-Danfoss
STMicroelectronics
Vincotech GmbH
VisIC Technologies

美洲

Alpha and Omega
Semiconductor
C&H Technology Inc.
Diodes Inc.
Efficient Power Conversion
Litefuels
MaxPower Semiconductor
Microchip Technology
Navitas Semiconductor
Onsemi
Polar Semiconductor
Power Integrations
Power Semiconductors Inc.
Powerex Inc.
Oorvo
SiPower Inc.
Texas Instruments
Transphorm
Vishay Intertechnology
Wolfspeed

促進因素

永續性
數位轉型
邊緣設備
製造業投資重拾動力

成長抑制因素

宏觀經濟情景

儘管2023年工業領域收益有所下降，但到2023年，該領域仍將貢獻半導體裝置市場總收益的13.7%。隨著後疫情時代工業應用的蓬勃發展，該領域憑藉連續兩年的收入成長動力，預計來年將實現成長。然而，始於2023年下半年的宏觀經濟衰退持續影響工業領域。因此，上半年工業和市場庫存水準依然高企。此外，地緣政治的不確定性以及由此導致的投資環境惡化，也推遲了明年預期的需求復甦。

技術人員短缺

技能人才短缺對整個半導體產業產生了重大影響，引發了人們對產品上市時間和設計和製造環節成本控制的擔憂。由於工業半導體市場應用範圍廣泛，設計客製化需求旺盛，此問題在工業半導體市場中進一步凸顯。

上市時間和高昂的設計成本

隨著製程節點的不斷縮小，設計下一代半導體元件的挑戰日益嚴峻，這實際上考驗著半導體技術的物理和科學極限。因此，產品開發成本更高、耗時更長。業界對評估研發投資的長期商業可行性也愈發重視。小型、邊緣計劃可能會被擱置，錯失推動創新的機會。

成長指標
成長動力
成長抑制因素
預測考慮因素
收益預測
終端市場收益預測
半導體裝置銷售額預測
各地區收益預測
收益預測分析
大趨勢1：製造業的人工智慧
大趨勢2：永續性：創新到零
收益分配
2024年終端市場收益佔有率
收益佔有率分析

產業系統、機械本部：成長的原動力

成長指標
收益預測
半導體裝置銷售額預測
收益預測分析

能源產業推動成長

成長指標
收益預測
半導體裝置銷售額預測
預測分析
預測分析
預測分析 - 電動車無線充電系統和方法

航太和國防部門推動成長

成長指標
收益預測
半導體裝置銷售額預測
預測分析

醫療領域推動成長

成長指標
收益預測
半導體裝置銷售額預測
預測分析

其他產業推動成長

成長指標
收益預測
半導體裝置銷售額預測
預測分析

工業半導體市場的成長機會

成長機會1：鐵路
成長機會2：人工智慧輔助測試
成長機會3：電動車充電

附錄與後續步驟

簡介目錄

Product Code: K8EC-30

Sustainability, Digital Transformation, and the Convergence of AI and Connectivity will Drive Demand for Specialty Semiconductors, Such as AI Chipsets and Compound Semiconductors, in the Industrial Semiconductor Market

Semiconductor devices used in the industrial sector are referred to as industrial semiconductors. While the term "industrial" is very broad, the specific applications in scope include industrial automation systems (such as PLCs, SCADA, and motor drives), as well as aerospace and defense, healthcare, education, energy (including green energy and EV charging), and other sectors.

Current weaknesses in the industrial semiconductor market are primarily attributed to the global macroeconomic scenario, which has led to inventory depletion at customer sites. Consequently, demand has been low, resulting in a decline in sales.

However, some market participants expect the situation to improve by the end of 2024 or by mid-2025, after which the market for industrial semiconductors is expected to enter a growth phase once again.

In 2025 and beyond, market growth will be fueled by megatrends such as AI, digital transformation, connectivity, the convergence of AI and connectivity, and sustainability.

The report aims to estimate the SAM of the market from a revenue perspective and further identifies the trends that will shape the future of the market in the next five years.

The market revenues only represent sales of new chips; they exclude sales of refurbished components.

The study provides a global analysis of the industrial semiconductor market, with segmentation by the following regions:

The Americas, which includes North America (the United States and Canada), Latin America (Brazil, Mexico, Argentina, and Central and South America), and others (e.g., the Caribbean Islands)
Europe, the Middle East, and Africa (EMEA), including Russia
Asia-Pacific (APAC), which includes countries on the western border of the Pacific Ocean, those on the Indo-Chinese Peninsula and the Pacific Islands, and in Central Asia

The Impact of the Top 3 Strategic Imperatives on the Global Industrial Semiconductors Industry

Disruptive Technologies

Why
The semiconductor industry is exploring technologies and materials beyond silicon to meet the power, performance, and area challenges of developing devices for next-gen applications that address megatrends like sustainability.
Compound semiconductor materials like SiC, gallium nitride (GaN), gate-all-around (GaA) transistors, and indium phosphide (InP) are being developed for advancing power and RF products. Silicon photonics technology is being actively pursued to solve computing challenges.
Frost Perspective
The material and technology platforms mentioned above are at various stages of R&D and commercial maturity. In 2025, there will be more momentum for leveraging materials beyond silicon and for adopting new computing technologies for two reasons:
To reduce the race to be a leader in emerging technologies.
Alternative and superior technologies need not be manufactured in isolation.

Internal Challenges

Why
The skill shortage issue widely impacts the semiconductor industry as time-to-market and cost issues increase across design and manufacturing processes. In the industrial semiconductor market, this problem is amplified mainly because of the need for design customization at scale driven by the sheer breadth of applications.
As a result, design engineers are required to handle a large volume of requests while striving to remain competitive.
Frost Perspective
EDA solutions need to play a larger role. Overcoming skill shortages with software solutions is not an easy approach. Engineers working across design and manufacturing processes need to be empowered with AI-powered design, allowing and enabling them to tackle challenges while providing end-to-end design testing and quality productivity.
STEM initiatives are needed to boost new workforce generation, and industries need to partner with academic institutions and invest in infrastructure, education, and training for successful careers in the semiconductor industry.

Geopolitical Chaos

Why
Post-pandemic supply chain disruptions highlighted the semiconductor industry's overreliance on the South Asian region.
Countries are intensively having nationalized semiconductor industries, sparking a race for self-sufficiency and technological dominance.
Trade wars (e.g., the US vs. China) and the imposition of sanctions and tariffs across industries have negatively impacted power semiconductor supply chains.
The Russo-Ukrainian War and China-Taiwan conflict destabilized international markets.
Frost Perspective
The industry needs an electronics ecosystem that connects all parts of the value chain.
The global ecosystem for semiconductors is so extensive that making it completely self-sufficient is not a viable goal.
Western countries cannot compete with Asian countries' cost advantages. Instead of reshoring, Western countries should focus on friend-shoring and near-shoring to reap cost benefits.
Establishing back and fabs for power semiconductor chips will help make their position in the semiconductor supply chain.

Key Competitors

Global

Analog Devices
Fuji Electric
Infineon Technologies
Microchip Technology
MINEBEA MITSUMI Inc.
Mitsubishi Electric
Navitas Semiconductor
Nexperia
Onsemi
Power Integrations
Renesas Electronics
ROHM
Sanan IC
Semikron-Danfoss
STMicroelectronics
Texas Instruments
Toshiba Electronic Devices
Transphorm
Vincotech GmbH
Vishay Intertechnology
Wolfspeed

APAC

Actron Technology Corp.
BYD Semiconductor
CR Micro
Fuji Electric
Innoc Semiconductor
KEC Corporation
Kyocera
Leapers Semiconductor
Magnachip
MINEBEA MITSUMI Inc.
Mitsubishi Electric
Power Master Semiconductor
Renesas Electronics
ROHM
Sanan IC
Sanken Electric
SemilQ
Silan Microelectronics
SIRETEXFIR Corp.
Star Semiconductor Corp.
Toshiba Electronic Devices
WeEn Semiconductors

EMEA

CambridgeGaN Devices
Diotec Semiconductor AG
Dynex Semiconductor Ltd.
Infineon Technologies
Nexperia
Robert Bosch
Semikron-Danfoss
STMicroelectronics
Vincotech GmbH
VisIC Technologies

Americas

Alpha and Omega
Semiconductor
C&H Technology Inc.
Diodes Inc.
Efficient Power Conversion
Litefuels
MaxPower Semiconductor
Microchip Technology
Navitas Semiconductor
Onsemi
Polar Semiconductor
Power Integrations
Power Semiconductors Inc.
Powerex Inc.
Oorvo
SiPower Inc.
Texas Instruments
Transphorm
Vishay Intertechnology
Wolfspeed

Growth Drivers

Sustainability.
Digital Transformation.
Edge Devices.
Manufacturing Investments to Regain Momentum:

Growth Restraints

Macro-economic Scenario:

The industrial sector contributed 13.7% of the total semiconductor devices market revenue in 2023 despite a decline in revenues in the same year. The sector was poised for growth in the following years, riding the momentum of two consecutive years of revenue growth, as industry implementation in the post-pandemic world gained steam. However, a weak macroeconomic situation, which began in late 2023, continued to impact the industrial sector. As a result, inventory levels in industrial and markets remained high in the first half. Furthermore, an expected revival of demand in the following year has been delayed due to uncertainty surrounding geopolitics and a resulting weaker investment climate.

Lack of Skilled Resources:

The shortage of skilled talent significantly impacts the overall semiconductor industry, with concerns over time-to-market and cost management increasing across both design and manufacturing processes. In the Industrial semiconductor market, this problem is further amplified because the need for design customization is large due to the high volume of applications in this sector.

High Time-to-market and Design Costs:

The challenges in designing next-generation semiconductor devices are increasing due to shrinking process nodes, effectively testing the physical and scientific limits of semiconductor technology. As a result, developing products is becoming expensive and time-consuming. The industry is becoming very stringent in assessing the long-term commercialization prospects of research investments. Smaller branch projects are likely to be shelved, thus missing opportunities to drive new innovations.

Research Scope

Scope of Analysis
Product Segmentation
Segmentation by End-User Vertical

Growth Environment: Transformation in the Industrial Semiconductors Market

Why is it Increasingly Difficult to Grow?
The Strategic Imperative 8™
The Impact of the Top 3 Strategic Imperatives on the Global Industrial Semiconductors Industry