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1403092

智慧型功率模組 (IPM) -市場佔有率分析、產業趨勢與統計、2024-2029 年成長預測

Intelligent Power Module (IPM) - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts 2024 - 2029
出版日期: | 出版商: Mordor Intelligence | 英文 120 Pages | 商品交期: 2-3個工作天內

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簡介目錄

智慧型功率模組（IPM）市場規模預計到 2024 年為 21.2 億美元，預計到 2029 年將達到 36.3 億美元，預測期內（2024-2029 年）複合年成長率為 9.87%

智慧功率模組（IPM）-市場-IMG1

智慧型功率模組 (IPM) 經常用於消費性電子、工業自動化、可再生能源和汽車等產業。它具有提高電源效率、體積更小、重量更輕、可靠性更高、電路設計更容易等優點。

主要亮點

  • 智慧型功率模組 (IPM) 將高速、低損耗 IGBT、二極體功率裝置、整合式閘極驅動器和保護電路整合在一個機殼中。電力電子技術在馬達控制應用中提供的諸多優勢正在推動對 IPM 的需求。 IPM 內建的過溫保護和電壓鎖定保護也可用於提高系統可靠性。
  • 由於人口的巨大成長和各行業的電氣化，對電力的需求持續成長，能源效率已成為關鍵問題。隨著IPM在最新一代功率半導體中帶來顯著的效率提升，研究市場發現多個部門都致力於開發有助於減少電力浪費和提高利用效率的解決方案，這是支持成長的主要因素之一。
  • 可再生能源發電的需求不斷成長， OEM專注於提供創新高效的能源電力監控模組，以及工業、汽車和家電領域對IPM的需求快速成長，正在推動智慧型功率模組（IPM）市場的發展。主要因素之一。此外，個人運算產業的趨勢，例如更小的系統尺寸、更快的處理器以及支援高級應用的需求，正在推動智慧型電源模組（IPM）的小型化，使它們更容易購買、儲存和組裝。隨著所需組件數量的減少，預計將推動市場成長。
  • IEA表示，從2022年到2030年，可再生能源供應預計將繼續以每年13%左右的速度成長，以實現淨零排放。此外，為了在 2050 年實現淨零排放，到 2030 年全球對可再生能源的年度投資將需要增加兩倍以上，達到約 4 兆美元。這些因素將增加各種半導體裝置的需求，並為IPM創造龐大的市場。
  • 世界各地旨在減少碳排放和保護環境的多個政府計劃正在推動新能源汽車的採用，例如混合插電動車、電動車（EV）和替代燃料汽車，IPM廣泛應用於石油領域泵、交流壓縮機、汽車充電裝置等因此，電動汽車行業的成長預計將支持研究市場的成長。
  • 此外，IPM也廣泛應用於空調、洗衣機、吸塵器、冰箱等家用電器。例如，意法半導體提供的智慧型功率模組（IPM）SLLIMM是一款緊湊型、高度整合的功率模具模組，它結合了智慧驅動和功率開關零件，適用於家用電器、風扇、空調逆變器、水泵等，驅動來自少數幾個馬達的馬達。功率高達 5 千瓦，適用於伺服馬達和通用驅動器等應用。
  • 然而，IPM產業要快速發展，需要將新的趨勢和技術融入IPM中。由於廠商專注於將大量功能整合到單一晶片中，因此很難建構高效的控制結構，這成為了IPM技術成長的限制因素。
  • 此外，隨著智慧型功率模組（IPM）的應用領域和效能要求進一步擴大，高成本和設計複雜性增加等因素預計也會阻礙所研究市場的成長。

智慧型功率模組（IPM）市場趨勢

可再生能源投資的增加推動市場成長

  • 智慧型功率模組 (IPM) 結合了最先進的 IGBT、MOSFET、新一代閘極驅動器 IC 和尖端熱機械技術，可提高功率密度、提高系統穩健性、提高系統可靠性、改善系統性能和能源效率。由於這些優點，IPM在可再生能源領域已廣泛應用。
  • 在全球範圍內，可再生能源計劃的數量正在增加，這也推動了市場的成長。政府鼓勵使用可再生能源的計劃推動了對智慧型功率模組 (IPM) 的需求。預計到2040年，太陽能風力發電能將滿足全球三分之一的電力需求。
  • 國際能源總署（IEA）預測，到2023年，全球清潔能源投資將達到1.7兆美元，太陽能產量首次超過石油。此外，在再生能源和電動車的推動下，2021年至2023年清潔能源的年度投資將成長24%，而同期石化燃料的投資預計將成長15%。此類支出可能會推動可再生能源產業的發展，並為 IPM 製造商創造多種機會來改善其產品並滿足需求。
  • 由於全球可再生能源計劃的增加，智慧型功率模組（IPM）市場預計在未來幾年將擴大。例如，2023年2月，蘋果承諾增加對歐洲太陽能和風能計劃的投資，並鼓勵供應商對iPhone和其他產品生產相關流程進行脫碳。
  • 此外，可再生能源預計將大幅成長，100多個國家生產風電，全球整體風電產量預計將增加十倍。研究的市場是由離岸風電網路的日益成長推動的，包括直接高壓電流 (HVDC) 輸電系統，IPM 是其中的一個組成部分。根據Ember的數據，可再生能源在全球發電中的佔有率正在穩步上升，從2015年的23.31%增加到2022年的29.91%。
  • 此外，政府對可再生能源領域的措施和投資的增加也為所研究市場的成長創造了有利的市場前景。例如，2022年12月，印度政府與印度太陽能公司有限公司（SECI）宣布提供2,800萬美元的乾淨科技基金（CTF）貸款，以支持增加可再生和清潔能源來源。與世界銀行合作，包括1.5 億美元的IBRD 貸款和2,200 萬美元的CTF津貼。該協議符合印度雄心勃勃的計劃，即在 2030 年實現 500 吉瓦 (GW)可再生能源發電能力。
智慧功率模組（IPM）-市場-IMG2

北美預計將為市場成長做出重大貢獻

  • 由於終端用戶產業對可再生能源的高利用率、先進家用電器的高普及以及電動汽車利用率預計將持續上升，北美地區是全球智慧型功率模組（IPM）市場最重要的地區。消費者對使用節能產品的高度認知也是北美地區市場成長的關鍵驅動力之一。
  • 北美地區，特別美國，擁有福特、通用汽車、飛雅特克萊斯勒汽車、特斯拉等眾多國際汽車及汽車零件製造商，是全球最大的汽車市場之一。根據美國能源局統計，2022年美國輕型車（含轎車、輕型卡車等）銷量約1,384萬輛。這些趨勢支持了所研究市場的成長，因為 IPM 廣泛應用於汽車行業的動力傳動系統、油泵和交流壓縮機等應用。
  • 此外，隨著北美電動車和混合普及的提高，對智慧型功率模組（IPM）的需求也大幅增加。根據阿貢國家實驗室的數據，2023 年 7 月，美國銷售了約 103,623 輛混合動力汽車和 119,853 輛插電式汽車 (PHEV)。截至 2023 年 7 月，純電動車和插電式混合動力車總合銷量為 780,294 輛。
  • 家用電子電器也是一個關鍵領域，隨著北美地區對智慧消費設備的需求持續強勁，IPM 需求預計將成長。例如，根據消費者技術協會 (CTA) 的數據，美國美國科技產業預計到 2023 年將產生超過 4,850 億美元的零售額。
  • 此外，隨著世界各國政府專注於使用可再生能源發電，工業活動正在增加。這也有望擴大市場機會。例如，加拿大2022年聯邦預算承諾在四年內投資相當於2.5億美元，以支持全國重要清潔能源計劃的前期開發活動。

智慧型功率模組（IPM）產業概況

由於提供 IPM 解決方案的公司越來越少，智慧型功率模組 (IPM) 市場已成為半固體。主要企業包括富士電機、英飛凌科技股份公司、三菱電機公司、羅姆公司和半導體公司。由於這些公司佔據主導地位，市場適度整合。然而，隨著需求的擴大，參與企業預計將會增加，參與企業之間的競爭預計將會加劇。

2023年7月，智慧型電源與感測技術供應商ONCEMI與行動科技公司麥格納宣布簽署長期供貨協議，麥格納將ONCEMI的EliteSiC智慧型電源解決方案整合到該公司的eDrive系統中。

2022 年 5 月，ensitron 推出 SPG025N035P1B GaN 半軸智慧型功率模組 (IPM)，採用 Efficient Power Conversion 的 350V EPC2050 eGaN FET。 ensitron 透過用 EPC 的 350V 和 EPC2050 GaN FET 取代普通矽 FET，將解決方案的尺寸減小了 60%。

其他福利：

  • Excel 格式的市場預測 (ME) 表
  • 3 個月分析師支持

目錄

第1章簡介

  • 研究假設和市場定義
  • 調查範圍

第2章調查方法

第3章執行摘要

第4章市場洞察

  • 市場概況
  • 產業價值鏈分析
  • 產業吸引力－波特五力分析
    • 供應商的議價能力
    • 買方議價能力
    • 新進入者的威脅
    • 替代品的威脅
    • 競爭公司之間的敵對關係
  • 宏觀趨勢對市場的影響

第5章市場動態

  • 市場促進因素
    • 透過增強監控水準提高可靠性
    • 電動車成長潛力大
  • 市場抑制因素
    • 延遲採用新技術

第6章市場區隔

  • 按工作電壓
    • 600V
    • 1,200V
  • 按功率元件
    • IGBT
    • MOSFET
  • 按用途
    • 家用電子電器
    • 伺服驅動器
    • 運輸設備
    • 可再生能源
    • 其他用途
  • 按地區
    • 北美洲
      • 美國
      • 加拿大
    • 歐洲
      • 英國
      • 德國
      • 法國
      • 歐洲其他地區
    • 亞太地區
      • 中國
      • 印度
      • 日本
      • 其他亞太地區
    • 世界其他地區 中東/非洲
      • 中東/非洲
      • 拉丁美洲

第7章競爭形勢

  • 公司簡介
    • Mitsubishi Electric Corp.
    • Infineon Technologies AG
    • Fuji Electric Co. Ltd
    • Fairchild Semiconductors（ON Semiconductor）
    • Semikron Elektronik GmbH & Co. KG
    • ROHM Co. Ltd
    • Vincotech GmbH
    • Future Electronics Inc.
    • ST Microelectronics NV
    • Powerex Inc.
    • ON Semiconductor Corporation

第8章投資分析

第9章 市場未來展望

簡介目錄
Product Code: 48751
Intelligent Power Module (IPM) - Market - IMG1

The Intelligent Power Module Market size is estimated at USD 2.12 billion in 2024, and is expected to reach USD 3.63 billion by 2029, growing at a CAGR of 9.87% during the forecast period (2024-2029).

Industries like consumer electronics, industrial automation, renewable energy, automotive, and more frequently use intelligent power modules. They provide advantages such as increased power efficiency, smaller and lighter size and weight, higher reliability, and easier circuit design.

Key Highlights

  • Intelligent power modules are high-speed, low-loss IGBTs, diode power devices, integrated gate drives, and protective circuits housed in a single enclosure. The many advantages afforded by power electronics technology in motor control applications are driving up demand for these IPMs. The IPM's integrated over-temperature and voltage lock-out protection are also employed to improve system dependability.
  • With the demand for electricity continuing to grow due to staggering population growth and the electrification of various industries, energy efficiency is a crucial concern. The increasing focus of multiple sectors to develop solutions that can help them reduce power wastage and enhance utilization efficiency is among the primary factors supporting the growth of the studied market as IPMs deliver significant efficiency gains with the latest generation of power semiconductors.
  • Rising demand for renewable energy generation, OEM focus on offering creative and efficient energy and power monitoring modules, and soaring demand for IPMs in the industrial, automotive, and consumer electronics verticals are some of the primary drivers driving the intelligent power module market. Furthermore, trends in the personal computing industry, such as smaller system sizes, faster processors, and the need to support advanced applications, are expected to promote the market's growth, as intelligent power modules' small size results in fewer parts needing to be purchased, stored and put together.
  • According to the IEA, in order to achieve the Net Zero Scenario, the supply of renewable energy is anticipated to continue growing by roughly 13 percent annually throughout the years 2022-2030. Additionally, global annual renewable energy investment must more than triple to around USD 4 trillion by 2030 to achieve net zero emissions by 2050. These elements will increase demand for a variety of semiconductor devices, creating a substantial market for IPMs.
  • Several government programs throughout the world aimed at reducing carbon emissions and preserving the environment are driving the adoption of new energy vehicles such as hybrid plug-in electric vehicles, Electric Vehicles (EVs), and alternate fuel vehicles, wherein IPMs are widely used in oil pumps, AC compressors, onboard charging units, etc. Hence, the growth of the EV industry is expected to support the studied market's growth.
  • Furthermore, IPMs are widely adopted in consumer appliances such as air conditioners, washing machines, vacuum cleaners, refrigerators, etc. For instance, the intelligent power module, SLLIMM, offered by STMicroelectronics, is a compact and highly integrated power molded module that combines smart driving and power switching sections to drive motors from a few watts up to 5 kilowatts in applications such as home appliances, fans, air conditioning inverters, pumps, servo motors, general purpose drives and more.
  • However, for the rapid growth of the IPM industry, adopting new trends and technologies in IPMs is required. Building a highly efficient control structure is difficult as vendors focus on integrating numerous functionalities into a single chip, acting as a stifling factor for the technological growth of IPMs.
  • Additionally, factors such as a higher cost and the growing design complexity as the application area and performance requirement from intelligent power modules expand further are also anticipated to challenge the studied market's growth.

Intelligent Power Module (IPM) Market Trends

Growing Investments in Renewable Energy to Drive the Market's Growth

  • The intelligent power modules combine cutting-edge IGBTs, MOSFETs, next-generation Gate Driver ICs, and cutting-edge thermomechanical technology to give increased power density, improved system ruggedness, and system reliability boost system performance and energy efficiency. These benefits make IPMs widely used in the renewable energy sector.
  • Globally, the number of renewable energy projects is increasing, which also adds to market growth. Demand for intelligent power modules is driven by government programs designed to encourage the use of renewable energy. By 2040, solar and wind energy are estimated to meet one-third of worldwide power needs.
  • The International Energy Agency (IEA) estimates that by 2023, global investments in clean energy will reach USD 1.7 trillion, with solar energy production expected to surpass that of oil for the first time. Additionally, it is anticipated that annual investments in clean energy will increase by 24 percent between 2021 and 2023, led by renewables and electric cars, as opposed to a 15 percent increase in investments in fossil fuels during the same time frame. Such expenditures will propel the renewable energy industry, creating several opportunities for IPM manufacturers to improve their products and meet demand.
  • In the upcoming years, the market for intelligent power modules is anticipated to expand due to the rising number of renewable energy projects taking place around the world. As an illustration, Apple Inc. declared in February 2023 that it would increase its investments in solar and wind projects in Europe and urged its suppliers to decarbonize processes related to the production of iPhones and other products.
  • Furthermore, renewable energy is anticipated to grow significantly as more than 100 nations generate electricity from wind, and wind energy production is expected to increase tenfold globally. The market under study is being driven by the expanding use of off-shore wind networks that include direct high-voltage current (HVDC) power transmission systems, a component of which is IPM. According to Ember, the share of renewable energy in global power generation has been witnessing steady growth, increasing from 23.31 percent in 2015 to 29.91 percent in 2022.
  • Furthermore, the increasing government initiatives and investment in the renewable energy segment are also creating a favorable market scenario for the growth of the studied market. For instance, in December 2022, the Government of India and the Solar Energy Corporation of India Limited (SECI) signed an agreement with the World Bank for a USD 150 million IBRD loan, including a USD 28 million Clean Technology Fund (CTF) loan, and a USD 22 million CTF grant to help increase its power generation capacity through renewable and cleaner energy sources. This agreement aligns with India's ambitious plans to achieve 500 gigawatts (GW) of renewable energy generation capability by 2030.
Intelligent Power Module (IPM) - Market - IMG2

North America is Expected to Contribute Significantly to the Market's Growth

  • The North American region is expected to remain among the most critical regions in the global intelligent power module market owing to the high usage of renewable energy in end-user industries, higher penetration of advanced consumer electronic products, and rising E.V. usage. Higher consumer awareness about using energy-efficient products is also among the key driving factors for the studied market's growth in the North American region.
  • In the North American region, especially in the United States, there are numerous international automotive and automotive part manufacturers such as Ford, General Motors, Fiat Chrysler Automobiles, and Tesla, putting the country among the world's largest automotive marketplaces. According to the U.S. Department of Energy, in 2022, about 13.84 million units of light-duty vehicles (including autos, light trucks, etc.) were sold in the United States. As IPMs are widely used in the automotive industry in applications such as powertrains, oil pumps, A.C. compressors, etc., such trends are supporting the studied market's growth.
  • The demand for intelligent power modules is also significantly expanding as electric and hybrid car adoption rates rise in the North American region. According to the Argonne National Laboratory, in July 2023, about 103,623 HEVs and 119,853 plug-in vehicles (PHEVs) were sold in the United States. Cumulatively, a total of 780,294 BEVs and PHEVs were sold in 2023 till July.
  • Consumer electronics is another significant segment wherein the demand for IPM is expected to grow as the demand for smart consumer devices continues to remain high in the North American region. For instance, according to the Consumer Technology Association (CTA), the U.S. consumer technology industry is projected to generate over USD 485 billion in retail sales revenue in 2023.
  • In addition, more industrial activity has been seen as a result of governments putting more emphasis on producing power from renewable sources. This is also anticipated to open up market opportunities. For instance, the 2022 Federal Budget of Canada committed investment worth USD 250 million that would be spent over four years to support pre-development activities of clean electricity projects of national significance.

Intelligent Power Module (IPM) Industry Overview

The Intelligent Power Module (IPM) market is semi-consolidated because few companies provide IPM solutions. Some major companies are Fuji Electric Co. Ltd., Infineon Technologies AG, Mitsubishi Electric Corp., ROHM Co., Ltd., Semiconductor Corporation, and others. The market has become moderately consolidated due to these businesses' dominance. However, the growing demand is anticipated to attract more players in the market, which will drive competition among the market players.

In July 2023, onsemi, a provider of intelligent power and sensing technologies, and Magna, a mobility technology company, announced a long-term supply agreement for Magna to integrate Onsemi's EliteSiC intelligent power solutions into its eDrive systems.

In May 2022, Sensitron announced the SPG025N035P1B GaN Half Bridge Intelligent Power Module (IPM) module, which employed Efficient Power Conversion's 350 V EPC2050 eGaN FET. Sensitron reduced the size of their solution by 60% by replacing typical silicon FETs with EPC's 350 V and EPC2050 GaN FET while also boosting the module's already superb junction-to-case thermal conduction.

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 Value Chain Analysis
  • 4.3 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.3.1 Bargaining Power of Suppliers
    • 4.3.2 Bargaining Power of Buyers
    • 4.3.3 Threat of New Entrants
    • 4.3.4 Threat of Substitute Products
    • 4.3.5 Intensity of Competitive Rivalry
  • 4.4 Impact of Macro Trends on the Market

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Increasing Reliability Through An Enhanced Level of Monitoring
    • 5.1.2 High Potential For Growth Of Electric Vehicles
  • 5.2 Market Restraints
    • 5.2.1 Sluggish Adoption of New Technologies

6 MARKET SEGMENTATION

  • 6.1 By Operational Voltage
    • 6.1.1 600V
    • 6.1.2 1200V
  • 6.2 By Power Device
    • 6.2.1 IGBT
    • 6.2.2 MOSFET
  • 6.3 By Application
    • 6.3.1 Consumer Electronics
    • 6.3.2 Servo Drives
    • 6.3.3 Transportation
    • 6.3.4 Renewable Energy
    • 6.3.5 Other Applications
  • 6.4 By Geography
    • 6.4.1 North America
      • 6.4.1.1 United States
      • 6.4.1.2 Canada
    • 6.4.2 Europe
      • 6.4.2.1 United Kingdom
      • 6.4.2.2 Germany
      • 6.4.2.3 France
      • 6.4.2.4 Rest of Europe
    • 6.4.3 Asia-Pacific
      • 6.4.3.1 China
      • 6.4.3.2 India
      • 6.4.3.3 Japan
      • 6.4.3.4 Rest of Asia-Pacific
    • 6.4.4 Rest of the World
      • 6.4.4.1 Middle East & Africa
      • 6.4.4.2 Latin America

7 COMPETITIVE LANDSCAPE

  • 7.1 Company Profiles
    • 7.1.1 Mitsubishi Electric Corp.
    • 7.1.2 Infineon Technologies AG
    • 7.1.3 Fuji Electric Co. Ltd
    • 7.1.4 Fairchild Semiconductors (ON Semiconductor)
    • 7.1.5 Semikron Elektronik GmbH & Co. KG
    • 7.1.6 ROHM Co. Ltd
    • 7.1.7 Vincotech GmbH
    • 7.1.8 Future Electronics Inc.
    • 7.1.9 ST Microelectronics NV
    • 7.1.10 Powerex Inc.
    • 7.1.11 ON Semiconductor Corporation

8 INVESTMENT ANALYSIS

9 FUTURE OUTLOOK OF THE MARKET