消費類特殊用途邏輯 IC 市場 - 增長、趨勢、COVID-19 影響和預測（2022-2027 年）

消費類專用邏輯 IC 市場預計在預測期間（2022-2027 年）以 6.1% 的複合年增長率增長。

智能手機和平板電腦在消費電子領域的廣泛使用預計將提振對專用邏輯 IC 的需求，從而推動全球消費專用邏輯 IC 市場向前發展。

主要亮點

• 此外，對低成本智能手機的需求和互聯網的普及推動了全球專用邏輯 IC 市場的發展。由於邏輯 IC 在非電子行業中的使用越來越多，專用邏輯 IC 的全球市場正在增長。奧迪和豐田汽車公司等領先的汽車製造商要求並提供用於車輛的電子設備，從而推動了全球專用邏輯 IC 市場。
• 根據經濟產業省的數據，2021 年日本的邏輯 IC 產值估計約為 1305 億日元。金屬氧化物半導體集成電路（邏輯IC）是金屬氧化物半導體集成電路（MOS IC）的一種。除邏輯IC外，該類別還包括微型計算機、存儲器IC和雜項MOS IC。如此巨大的產出為特定應用的邏輯 IC 創造了增長機會。
• 根據 GSMA，到 2025 年，海灣合作委員會國家的 5G 採用率將略高於全球平均水平 (15%)（客戶 5G 採用率為 16%），這在很大程度上得到了政府和移動技術合作夥伴的支持。移動運營商。此外，中東和北非地區的5G用戶數量預計將達到12962萬。隨著 5G 的普及，預計消費類 IC 的需求將顯著增長。
• 此外，COVID-19 大流行和在家工作的情況增加了對全球消費電子市場某些細分市場的需求。全球各個市場對個人電腦和筆記本電腦的需求顯著增加。在大流行期間，遊戲機和健身設備的銷量也創下新高。例如，2020年全球對教育PC的需求增加，筆記本電腦的ASP下降。在主要使用類別中花費在 PC 上的時間顯著增加，每個家庭的 PC 數量也有所增加。
• 另一方面，半導體工廠為了保證產品良率，需要在工廠氣氛和特殊盒子（FOUP：Front Opening Unified Pods）中使用大量液氮來運輸晶圓。另外，IC基板較薄，0.2mm以下的基板特別容易因突起而變形。因此，需要在基板收縮、貼合參數、貼合定位設備等方面進行突破，以控制基板的翹曲和厚度。

主要市場趨勢

技術的快速進步有望推動市場增長

• AR 和 VR 的迅速普及正在改變遊戲行業，並為 XR 市場□□創造更多機會。一些公司正在快速開發產品和解決方案，以獲得強大的市場吸引力。例如，最近，VR 頭戴設備 Oculus Quest 可能會通過增加手部追蹤功能來改進其 VR 系統，讓 VR 用戶可以用手指來操縱 VR 世界。
• 遊戲、電視、電子產品、信息亭、醫療保健、3D 雕刻、工程、醫療專業人士、設計師、廣告商，甚至那些身體受限的人都在接受基於手勢的計算。基於手勢的遊戲在標準遊戲機之外越來越受歡迎，並且越來越多地用於青少年教育遊戲。例如，“Magic Touch Math”是第一款專注於用獨特手勢教授數學的遊戲。這樣一來，手勢識別就有了在傳統遊戲以外的領域應用的潛力。
• 根據 Snapchat 的報告，到 2025 年，全球約 75% 的人口和幾乎所有智能手機用戶將成為 AR 技術的頻繁用戶，其中超過 15 億是千禧一代。預計這一數字將如此。根據 GSMA 的《Mobile Economy China 2021》，到 2025 年，中國將新增約 3.4 億智能手機連接，其中中國大陸 15 億，香港 1230 萬，澳門 190 萬，台灣 2570。據說十分之九連接會傳播。
• 此外，據索尼稱，2021 年 6 月 PlayStation 4 遊戲機的全球銷量達到 1.1568 億台。此外，PlayStation 2 已成為全球最受歡迎的遊戲機，全球銷量達 1.5768 億台，其中北美和歐洲銷量超過 5000 萬台。
• 有機 EL 技術有望顯著提高圖像質量，並有可能在消費類顯示器中產生革命性的新效果。它通常被譽為數字顯示器和屏幕的未來。例如，2022 年 4 月，LG Business Solutions 在達拉斯的 AVI-SPL 辦公室發布並安裝了視頻“Wave Wall”，該視頻與多個彎曲的有機 EL 顯示器形成高清表面。視頻牆配備 65 英寸 LG 交互式數字標牌板，提供行車路線。技術的不斷進步以及消費電子產品的普及似乎正在推動研究目標市場的增長。
• 根據經濟合作與發展組織 (OECD) 的一項研究，到 2025 年，擁有計算機的家庭數量預計將增加到 12.6247 億。擁有一台或多台計算機的家庭稱為計算機家庭。這種計算機滲透率的顯著提高將為市場參與者創造機會，擴大其標準邏輯 IC 的產品組合，增加其在各個地區的存在，並增加其市場份額。

具有高增長潛力的亞太地區

• 根據中國國家統計局的數據，2022 年 4 月中國計算機成品產量約為 3266 萬台。此外，根據電子和信息技術部的數據，2020 財年印度計算機硬件的產值約為 2150 億印度盧比。預計到 2021 年將增至 2200 億印度盧比。計算機生產上的巨額支出為本地計算機製造商和消費類專用邏輯 IC 製造商創造了擴大其產品組合的機會。
• 自 2013 年以來，印度等新興國家的數據通信成本有所下降。因此，智能手機用戶的數量正在增加。根據 ASSOCHAM 的數據，該國智能手機用戶數量預計將從 2017 年的約 4.68 億翻一番至 2022 年的 8.59 億，複合年增長率為 12.9%。
• 此外，自 2021 年 5 月起，Google 宣布將與合作夥伴 Reliance Jio 密切合作，努力打造價格實惠的智能手機，該項目的工作正在進行中。該公司此前在 2020 年以 33,737 盧比的價格收購了 Jio Platforms 7.7% 的股份，並與 Jio Platforms 簽訂了商業協議，共同開發一款價格實惠的入門級智能手機。預計此類產品開發將為研發驅動的市場增長和公司增加市場份額創造機會。
• 日本旨在通過財政激勵措施吸引外國公司，以確保芯片供應並解決全球芯片短缺問題。日本從海外大量進口半導體，並希望為該技術建立國內供應鏈。例如，2021年6月，日本與台積電簽署了370億日元的半導體研究項目，在國內開發芯片技術。包括日立高新技術在內的大約 20 家日本公司將與台積電合作開展該項目，日本政府只需支付一半以上的成本。
• 此外，印度政府 76,000 盧比的半導體和顯示器製造政策有望進一步推動亞洲市場的增長。印度電子和信息技術部 (MeitY) 已開始接受公司從 2022 年 1 月起在印度設立製造工廠的申請。亞太地區半導體製造生態系統的振興有望為研究市場提供有利可圖的機會。

競爭格局

消費類專用邏輯 IC 市場是一個適度分散的市場，擁有高通公司、恩智浦半導體 NV、德州儀器公司和 Infenion Technologies 等重要參與者。產品創新、協作和收購是市場參與者經常採用的技術之一。此外，隨著 IC 製造工藝的進步，新的行業參與者正在擴大他們的市場份額並擴大他們在新興國家的公司基礎，以應對許多應用。

• 2022 年 2 月 - 隨著新的地緣政治和技術動態改變全球半導體業務，德國和日本的半導體材料供應商繼續加強在台灣的業務。據工研院諮詢所長表示，隨著台積電（TSMC）不斷引進新技術，日本和德國的工廠正在與台積電合作，以增強其在行業中的競爭力。您的合作。

其他好處

• Excel 格式的市場預測 (ME) 表
• 三個月的分析師支持

內容

第1章介紹

• 研究假設和市場定義
• 調查範圍

第2章研究方法

第 3 章執行摘要

第 4 章市場洞察

• 市場概覽
• 工業吸引力 - 波特五力分析
  • 供應商的議價能力
  • 買家的議價能力
  • 新進入者的威脅
  • 替代品的威脅
  • 競爭公司之間的敵對關係
• 技術快照
• 價值鏈分析
• 評估 COVID-19 對市場的影響

第5章市場動態

• 市場驅動力
  • 藍牙、Wi-Fi 和 NFC 等通信技術的進步
  • 智能手機和筆記本電腦的普及率提高
  • 半導體的小型化
• 市場製約因素
  • 應用程序增加導致設計複雜性
  • 產品演變對需求的影響
• 市場機會
  • 物聯網與人工智能的演進

第 6 章市場細分

• 細分 - 按地區
  • 中國
  • 日本
  • 台灣
  • 印度
  • 世界其他地區

第 7 章競爭格局

• 公司簡介
  • Qualcomm Inc.
  • NXP Semiconductors NV
  • Texas Instruments Inc.
  • Microchip Technology Inc.
  • Infenion Technologies Ag
  • Broadcom Inc.
  • STMicroelectronics NV
  • Toshiba Corporation
  • Renesas Electronics
  • Marvell Semiconductor, Inc.
  • Intel Corporation

第8章 投資分析

第9章 將來展望

The Consumer Special Purpose Logic IC Market is expected to witness a CAGR of 6.1% during the forecast period (2022-2027). The growing use of smartphones and tablets in consumer electronics segment is driving up demand for special purpose logic ICs, which is expected to move the global market for consumer special purpose logic ICs forward.

Key Highlights

• Furthermore, demand for low-cost smartphones, combined with increasing Internet penetration, propels the worldwide special purpose logic IC market forward. The global special purpose logic IC market is growing due to the increasing use of logic ICs in industries other than electronics. Leading automotive businesses like Audi and Toyota are progressively requesting and offering electronic devices incorporated into their vehicles, driving the worldwide special purpose logic IC market forward.
• According to Ministry of Economy, Trade and Industry Japan, In 2021, the value of logic integrated circuits (ICs) produced in Japan was estimated to be around JPY 130.5 billion. Metal oxide semiconductor integrated circuits (Logic ICs) are a form of metal oxide semiconductor integrated circuit (MOS IC). This category also includes microcomputers, memory ICs, and miscellaneous MOS ICs, in addition to logic ICs. Such huge production value will create aopportunity for the Special purpose logic IC to grow.
• According to GSMA, the usage of 5G in GCC states will be slightly higher (16% customer 5G adoption) than the global average (15%) by 2025, mainly driven by governments and mobile operators with the support of mobile technology partners.​ Moreover, number of 5G subscriptions is expected to reach 129.62 million in Middle East and North African regions. With the increase in the adoption of 5g the demand for consumer special purpose IC will observe significant growth.
• The COVID-19 pandemic and work from home scenarios have also boosted the demand for certain segments in the consumer electronic market across the globe. In various global markets, demand for PCs and laptops witnessed a significant surge. Furthermore, gaming consoles & devices and fitness consumer devices witnessed record-break sales during the pandemic. For instance, in 2020, lower notebook ASPs were recorded, resulting from higher demand for consumer education PCs globally. Time spent on PCs has increased dramatically across all major usage categories, as well as the number of PCs per household.
• On the flip side, semiconductor fabs require vast amounts of liquid nitrogen to maintain the atmosphere within the facility and within specialisedsealed boxes known as front opening unified pods, or FOUPs, that are used to transport the wafers in order to assure optimal yield in the completed product.​ Further, IC substrate is thin and can easily be deformed, especially in protruding cases, when a board is less than 0.2mm thick. In order to overcome the difficulties, breakthroughs have to be made, in terms of board shrinking, lamination parameters, and layer positioning systems, in order to control substrate warpage and lamination thickness. ​

Key Market Trends

Rapid Advancements in Technology is Expected to Drive the Market's Growth

• The rapid adoption of AR and VR is transforming the gaming industry, creating more opportunities for the XR market. Several companies are making rapid developments in their products and solutions to gain robust market traction. For instance, recently, the Oculus Quest VR headset improvised its VR system by adding a hand tracking feature, which may enable the VR users to use fingers to manipulate the VR worlds.​​
• Gaming, TVs, electronics, kiosks, medical, 3D sculpting, engineering, medical experts, designers, advertisers, and even those with physical limitations are all adopting gesture-based computing. Gesture-based gaming has grown in popularity beyond standard gaming consoles, and it is increasingly being used in instructional games for youngsters. Magic Touch Math, for example, is the first game to focus on teaching arithmetic with unique gesture drawings. As a result, gesture-based recognition can be employed in areas other than traditional gaming.​
• According to a report from Snapchat, by 2025, around 75% of all the global population and almost all of the smartphone users will be frequent AR technology users, out of which more than 1.5 billion users are anticipated to be millennials. According to GSMA's Mobile Economy China 2021, China will be adding around 340 million smartphone connections by 2025, with adoption rising to 9 in 10 connections with 1.5 billion in Mainland China, 12.3 million in Hong Kong, 1.9 million in Macao, and 25.7 million in Taiwan.
• Further, according to Sony, PlayStation 4 consoles worldwide sales reached 115.68 million in June 2021. Moreover, PlayStation 2 had record sales of 157.68 million units worldwide, including over 50 million units in North America and Europe, making it the most popular video game console globally.
• OLED technology holds the promise of significantly enhanced picture quality, with the potential for innovative new consumer display presentations. It is often hailed as the future of digital displays and screens. For instance, in April 2022, LG Business Solutions has launched and installed a video "Wave Wall" with multiple curved OLED displays to form a high-definition surface at the AVI-SPL office in Dallas. The video wall features a 65-inch LG interactive digital signage board that provides wayfinding information. The continuous advancements in technology coupled with the increasing penetration of consumer electronics is likely to drive the growth of the studied market.
• According to a survey conducted by Organisation for Economic Co-operation and Development, by 2025, the number of households having a computer is expected to increase to 1,262.47 million. Homes with at least one computer are referred to as computer households. Such huge increase in the computer adoption will create aopportunity for the market players to expand their standard logic IC product portfolio and expand their presence in different regions and increase their market share.

The Asia Pacific Region is Expected to Witness a High Market Growth

• According to National Bureau of Statistics of China, China produced approximately 32.66 million completed computers in April 2022. Furthermore, according to Ministry of Electronics and Information Technology The value of computer hardware output in India was roughly INR 215 billion in fiscal year 2020. In fiscal year 2021, this is expected to rise to INR 220 billion . The value of computer hardware produced in the country has been steadily increasing.Such huge spending on the computer production will create an opportunity for the local computer and consumer special purpose logic IC manufacturers to expand their product portfolio.
• Emerging nations, such as India, have witnessed a decline in data costs since 2013. This has increased the number of smartphone users. According to ASSOCHAM, the number of smartphone users in the country is anticipated to double from around 468 million in 2017 to 859 million by 2022, registering a CAGR of 12.9%.
• Also, as of May 2021, Google announced that it is engaging closely with its partner Reliance Jio on the initiative of creating an affordable smartphone and the work is underway on the project. The company previously picked up a 7.7% stake in Jio Platforms for INR 33,737 crore in 2020 and had also entered into a commercial agreement with the Jio Platforms to jointly develop an entry-level, affordable smartphone. Product developments like these will create aopportunity for the studied market to grow and the enable the companies to expand their market share.
• Japan aims to attract overseas companies through financial incentives to secure its chip supplies and address the global shortage. Japan imports significant semiconductors from overseas and wants to build a supply chain of this technology at home. For instance, in June 2021, Japan signed off on a JPY 37-billion semiconductor research project to develop chip technology in the country with TSMC. About 20 Japanese companies, including Hitachi High-Tech Corp., will work with TSMC on the project, with the Japanese government paying just over half of the cost.
• Also, the move of the Indian government by announcing an INR 76,000 crore policy-push for semiconductor and display manufacturing is anticipated to further bolster the growth of the Asian market. The Ministry of Electronics and Information Technology (MeitY) in India started receiving applications from companies to set up manufacturing fabs in India from January 2022. The boost in semiconductor manufacturing ecosystem in the Asia Pacific region is expected to offer lucrative opportunities for the studied market.

Competitive Landscape

The Consumer Special Purpose Logic IC Market is a moderately fragmented market with the presence of significant players like Qualcomm Inc., NXP Semiconductors NV, Texas Instruments Inc., Infenion Technologies, etc. Product innovation, collaborations, and acquisitions are some of the techniques frequently employed by market players. Further, as the IC manufacturing process advances, catering to numerous applications, new industry participants are extending their market presence and expanding their corporate footprint in emerging nations.

• February 2022 - As new geopolitical and technological dynamics alter the global semiconductor business, German and Japanese semiconductor material suppliers are continuing to strengthen their presence in Taiwan. According to the Consulting Director of the Industrial Technology Research Institute (ITRI), as Taiwan Semiconductor Manufacturing Company (TSMC) continues to implement new techniques, Japanese and German factories are seeking to collaborate with TSMC in order to improve their own competitive position in the industry.
• December 2021- Samsung Electronics Co Ltd announced the merger of its mobile and consumer electronics divisions and the appointment of new co-CEOs in its significant reorganization since 2017 to streamline its structure and focus on increasing its logic chip business. In the July-September quarter, the mobile industry had an operating profit of JPY 3.36 trillion (USD 2.84 billion), compared to JPY 760 billion in consumer electronics.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

• 4.1 Market Overview
• 4.2 Industry Attractiveness - Porter's Five Forces Analysis
  • 4.2.1 Bargaining Power Of Suppliers
  • 4.2.2 Bargaining Power Of Buyers
  • 4.2.3 Threat Of New Entrants
  • 4.2.4 Threat Of Substitutes
  • 4.2.5 Intensity Of Competitive Rivalry
• 4.3 Technology Snapshot
• 4.4 Value Chain Analysis
• 4.5 Assessment of the Impact of Covid-19 on the Market

5 MARKET DYNAMICS

• 5.1 Market Drivers
  • 5.1.1 Advancements in communication technologies like Bluetooth, Wi-Fi, and NFC
  • 5.1.2 Increasing penetration of smartphones and laptops
  • 5.1.3 Miniaturization of Semiconductors
• 5.2 Market Restraints
  • 5.2.1 Increasing Design Complexity with Increasing Applications
  • 5.2.2 Constant Evolution of Products Influencing Demand
• 5.3 Market Opportunities
  • 5.3.1 Advancements in Internet of Things and Artificial Intelligence

6 MARKET SEGMENTATION

• 6.1 Segmentation - By Geography
  • 6.1.1 China
  • 6.1.2 Japan
  • 6.1.3 Taiwan
  • 6.1.4 India
  • 6.1.5 Rest of the world

7 COMPETITIVE LANDSCAPE

• 7.1 Company Profiles
  • 7.1.1 Qualcomm Inc.
  • 7.1.2 NXP Semiconductors NV
  • 7.1.3 Texas Instruments Inc.
  • 7.1.4 Microchip Technology Inc.
  • 7.1.5 Infenion Technologies Ag
  • 7.1.6 Broadcom Inc.
  • 7.1.7 STMicroelectronics NV
  • 7.1.8 Toshiba Corporation
  • 7.1.9 Renesas Electronics
  • 7.1.10 Marvell Semiconductor, Inc.
  • 7.1.11 Intel Corporation

8 INVESTMENT ANALYSIS

9 FUTURE OUTLOOK