2024 年至 2031 年功率分離式元件和模組市場（按類型、材料、組件、最終用戶產業和地區分類）

功率分離式元件和模組市場評估 - 2024-2031

對節能解決方案日益成長的需求、電動車 (EV) 的普及以及對可再生能源技術和智慧電網基礎設施的大規模投資（尤其是在亞太地區），是功率分離式元件和模組市場的主要驅動力。根據 Verified Market Research 分析師預測，預測期內功率分離式元件和模組市場規模將達到 392.8 億美元，低於 2024 年的 242.8 億美元。

中國、日本和美國政府大力投資智慧電網技術以升級電力基礎設施，這也推動了功率分離式元件和模組市場的發展，預計從 2024 年到 2031 年，複合年成長率將達到 6.2%。

功率分離式元件和模組市場定義/概述

功率分立元件和模組是用於管理和轉換各種應用中電力的專用電子元件。功率模組將多個功率元件（例如功率 MOSFET 和電感器）整合到一個封裝中，從而提高效率並減少所需空間。這些元件廣泛應用於各種應用，包括電動車 (EV)、太陽能逆變器等可再生能源系統、工業自動化和家用電器，它們對提高能源效率和性能做出了顯著貢獻。

影響功率分離式元件和模組市場成長的因素有哪些？

電動車和混合動力汽車市場的不斷成長是功率分離式元件和模組的主要驅動力。根據國際能源總署 (IEA) 的數據，2022 年全球電動車銷量將達到 1,000 萬輛，較 2021 年成長 55%。 IEA 預測，到 2030 年，電動車將佔全球新車銷售的 60% 左右。電動車產量的激增也推動了逆變器、轉換器和電池管理系統 (BMS) 中使用的功率半導體的需求。

向可再生能源的轉型正在推動太陽能逆變器和風力發電機系統中使用的功率元件和模組的需求。根據國際可再生能源機構 (IRENA) 的數據，2021 年全球可再生能源裝置容量將達到 3,064 吉瓦，其中太陽能和風能佔當年新增裝置容量的 88%。 IRENA 也預測，到 2050 年，可再生能源將滿足全球 90% 的電力需求，這將進一步推動功率半導體市場的發展。

此外，5G網路的全球擴張正在推動基地台和其他通訊設備中使用的功率分離式元件和模組的巨大需求。愛立信估計，到2027年底，5G用戶數量預計將達到44億，約佔所有行動電話用戶的48%。 5G技術的快速普及可能會推動對高效能電源管理系統的需求，並擴大功率分立元件和模組市場。

功率分立元件和模組市場面臨的主要挑戰是什麼？

一個主要障礙是製造和實施功率分立元件和模組技術的高初始成本。開發改進的功率電子裝置需要大量的研究資金、製造設備和基礎設施。這一資金障礙阻礙了新進入者，並阻礙了現有企業的成長，尤其是在資源有限的較貧窮國家。

此外，原料短缺，尤其是碳化矽 (SiC) 和氮化鎵 (GaN) 等特殊元件的短缺也是一個問題。這些原料的短缺導致供應鏈中斷和製造成本上升，影響了功率分離式元件和模組的價格和供應。這種限制削弱了製造商滿足日益成長的需求的能力，尤其是在電動車和可再生能源等領域。

目錄

第1章 引言

• 市場定義
• 市場區隔
• 調查方法

第2章執行摘要

• 主要發現
• 市場概況
• 市場亮點

第3章 市場概況

• 市場規模和成長潛力
• 市場趨勢
• 市場促進因素
• 市場限制
• 市場機遇
• 波特五力分析

第4章功率分離式元件模組市場（依設備類型）

• 功率二極體
• 功率電晶體
• 閘流體
• 電源整流器
• 電源模組

第5章功率分立模組市場（依應用）

• 對於汽車
• 工業的
• 家用電子電器
• 通訊
• 航太/國防
• 衛生保健
• 其他

第6章功率分離式元件模組市場（依材料）

• 碳化矽（SiC）
• 氮化鎵（GaN）
• 矽（Si）

第7章區域分析

• 北美洲
• 美國
• 加拿大
• 墨西哥
• 歐洲
• 英國
• 德國
• 法國
• 義大利
• 亞太地區
• 中國
• 日本
• 印度
• 澳洲
• 拉丁美洲
• 巴西
• 阿根廷
• 智利
• 中東和非洲
• 南非
• 沙烏地阿拉伯
• 阿拉伯聯合大公國

第8章市場動態

• 市場促進因素
• 市場限制
• 市場機遇
• COVID-19 市場影響

第9章 競爭態勢

• 主要企業
• 市佔率分析

第10章：公司簡介

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

第11章 市場展望與機遇

• 新興技術
• 未來市場趨勢
• 投資機會

第12章 附錄

• 簡稱列表
• 來源和參考文獻

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