產業用/醫療用半導體服務市場 - 2010年版 是由出版商Semicast在2010年07月所出版的。
這份英文市場調查報告書包含139 Pages 價格從美金7500起跳。
產業用以及醫療用半導體市場，由於是一個區分非常細的複雜領域，目前為止各家半導體廠商並不是很重視，不過因為今後預期將有大幅成長，現在被高度關注當中。
本報告，為2008年6月所發行調查報告的最新版，針對最近在產業用/醫療用半導體市場上所發生的變化進行分析，展望脫離2008∼2009年景氣衰退期後的市場，並明確指出未來將是可期待業績量大幅成長的領域，由下列摘要形式闡述。
第1章 概要
第2章 調查範圍、方式、限制
- 調查範圍
- 調查資料
- 調查方式的限制
- 產業用/醫療用電子設備以及半導體的服務
第3章 關於半導體的有效市場的分析
第4章 工廠自動化與管理
第5章 電動機驅動
第6章 照明、建築自動化、冷暖氣空調以及冷凍
第7章 電子條碼系統（EPOS）、電子資金轉帳系統(EFT)、身分證明
第8章 檢查與測量
第9章 消費者導向的醫療設備
第10章 醫療用影像處理/診斷
第11章 電力/能源
第12章 產業用運輸
第13章 其他產業用途
第14章 詳細的市場區塊別產品一覽
附錄I：目前為止的歷史基礎上的市場預測
圖表
Abstract
Synopsis
The industrial sector remains undoubtedly the most complicated market for
semiconductor manufacturers to serve. Applications cover a very diverse range
and the supply chain is complicated. Owing to this complexity, the sector has
historically been overlooked by many semiconductor vendors, who have elected
instead to focus their marketing efforts on higher value and less complicated
industries.
Although the industrial sector is fragmented and complex, it is also highly
dependable. Equipment production volumes are unusually stable, industrial
semiconductor devices rarely require the latest technology processes and the
lifetime of an industrial design-win can often last ten years. Accordingly,
the industrial sector has risen in importance at many semiconductor vendors
over the last few years and revenues for semiconductors in the industrial
sector exceeded those in automotive in both 2008 and 2009. The industrial
sector also outperformed the overall semiconductor market in 2009.
Semicast has developed this study to focus on the strategic needs of
semiconductor suppliers looking to identify the key equipment types driving
semiconductor revenues in the industrial and medical sector and which market
segments are forecast to have highest revenue growth. Last published in June
2008, the 2010 edition of the research builds on the work of the previous
report, in particular to understand changes in the market composition and
outlook following the economic downturn of 2008/9.
This study has been developed to be used as a companion report to the Semicast
study Tactical Analysis of the World Industrial/Medical Electronics Market &
Supply Chain, which meets the tactical needs of semiconductor suppliers
looking to identify the key equipment types driving manufacturer revenues in
the industrial and medical sector and who the leading OEMs are to focus
resource on. Used together, the two reports provide a comprehensive tactical
and strategic analysis of the industrial and medical sector for semiconductor
vendors.
Key Conclusions:
- The industrial/medical market for semiconductors is forecast to grow from
$20.6 billion in 2009 to over $35 billion in 2015.
- Compared to a total semiconductor market of around $226 billion, the
industrial/medical sector represented 9% of the total available market in 2009.
- Analog ICs and discretes were the largest semiconductor product categories
in the industrial/medical sector in 2009, together accounting for around half
of all semiconductor sales.
- 25 equipment types account for just over half of revenue growth and almost
half of cumulative semiconductor revenues forecast for the industrial/medical
sector over the period to 2015.
- Renesas Electronics is estimated to have been the leading supplier of
semiconductors to the industrial/medical sector in 2009, ahead of Infineon
Technologies and STMicroelectronics.
Key Features:
- Scope and specification developed specifically to meet strategic needs of
semiconductor suppliers.
- Analysis of 135 industrial/medical equipment types
- Estimate and forecast for worldwide production volumes of each equipment
type (2008-15).
- Estimate and forecast for semiconductor value in each equipment type
(2008-15).
- Estimate and forecast for semiconductor TAM for each equipment type
(2008-15).
- Identification and ranking of top 25 highest revenue applications.
- Analysis of supplier market shares for industrial/medical semiconductors
in 2009.
- Highly quantitative analysis, with discussion summarized in short, easy to
read bullet points.
- PDF and Excel delivery options available.
- Analyst support time to answer all reasonable questions relating to
forecasts and conclusions
Industrial/Medical Equipment Coverage:
The equipment types analyzed by the study are as follows:
- Factory Automation & Control: Control & Compute [Industrial Ethernet
Infrastructure, Computer Numerical Control, Ruggedized/Industrial PCs, Single
Board Computers, HMIs & Operator Panels, Machine Vision Inspection Systems,
PLCs & PACs, Distributed & Remote I/O Modules] ; Process Measurement & Field
Instruments [Process Analytical Instruments, Flow Measurement, Level
Measurement, Pressure Measurement, Temperature Measurement, Process Variable
Transmitters, Telemetry / RTUs, Process/Temperature Controllers, Position
Sensing] ; Switchgear [Circuit Breakers, Contactors, Protection Relays, Solid
State Relays] ; Miscellaneous Automation [Pumps, Robotics, Semiconductor
Manufacturing & Test Equipment, Welding].
- Motor Drives: AC Variable Speed Drives, DC Drives, Servo Drives, Stepper
Drives, Soft Starters/Brakes.
- Lighting, Building Automation, HVAC&R: Lighting [Electronic Lighting
Ballasts, Exit & Emergency Exit Lighting, Lighting Controls, Street/Traffic
Lighting & Control] ; Building Automation [Fire Detection, Fire Alarm Control
Panels & Annunciators, Fire Alarm Notification, Intruder Alarm Control Panels,
Intruder Detection & Notification, CCTV/Video Surveillance Cameras, CCTV/Video
Surveillance Equipment, Electronic Access Control, Time & Attendance
Equipment, Elevators & Escalators] ; HVAC & Refrigeration[Boilers & Warm Air
Furnaces, Circulator Pumps, Compressors, Electronic Room Thermostats &
Controls, Humidifiers/Dehumidifiers, Unitary Air Conditioners, Commercial
Refrigeration] ; Environment [Electronic Utility Metering, Electronic
Sanitation Control, Actuator Driven Blinds, Doors & Windows].
- EPOS, EFT & ID: ATM (Automated Teller Machines), Handheld EFT Transaction
Terminals, POS Authentication Pads, EPOS/ECR/Cash Drawer, Handheld Data
Terminals, Fuel Dispensers, Vending/Payment/Change Machines, Card Readers,
Coin Acceptors & Currency Validators, Printers, Scanners, Smart Cards.
- Test & Measurement: Application Specific T&M [Automotive Test Equipment,
DSL Test Equipment, Fiber Optic Test Equipment, LAN/MAN/WAN Test Equipment,
SONET/SDH Test Equipment, Wireless Comms Test Equipment, Other Test Equipment]
; General Purpose T&M [Counters & Timers, Logic Analyzers, Digital
Multimeters, Network Analyzers, Digital Oscilloscopes, PC-based Test
Equipment, RF Power Meters, PXI/VXI-based Test Equipment, Resistance Meters,
Signal/Function Generators, Spectrum Analyzers, Other General Purpose T&M] ;
Instrumentation [Calibration Instruments, pH/ORP Instruments, Chart Recorders
& Data Acquisition, Laboratory Instrumentation, Scales & Weighing, X-Ray
Instrumentation].
- Consumer Medical: Blood Glucose Meters, Blood Pressure Monitors,
Electronic Cholesterol Monitors, Heart Monitors & Pedometers, Electronic
Thermometers, Pregnancy Testers/Fertility Monitors
- Medical Imaging & Diagnostics: Medical Imaging [CT, Ultrasound, MRI,
PET/PET-CT, Analog X-Ray, Digital X-Ray, Picture Archiving & Communications
(PACS)] ; Diagnostics, Therapy & Monitoring [ECG, Dialysis Machines, Medical
Ventilators, Professional Care Diagnostics Equipment, Multiparameter Patient
Monitors, Medical Lasers, Medical Endoscopes, Infusion Pumps, Pacemakers,
Implantable Cardioverter Defibrillators (ICDs), Cardiac Resynchronization
Therapy (CRT), Pain Management Devices, External Defibrillators, Analog
Hearing Aids, Digital Hearing Aids, Fitness Machines, Electronic Beds,
Wheelchairs, Powered Scooters].
- Power & Energy: AC/DC Power Supplies, DC/DC Converters, DC/AC Power
Inverters, Industrial Battery Chargers, UPS, Generators, Renewable Energy
(Hydro/Solar/Wind).
- Industrial Transport: Construction & Lifting Machinery, Farm Vehicles &
Machinery, Materials Handling Vehicles, Heavy Trucks & Busses, Refrigerated
Trailers, Electric Motorized Vehicles, Trains/Trams/Subway Carriages.
Semiconductor Market Segmentation
In each main system area (drives, automation, test & measurement etc.) the
study provides analysis of the market for semiconductors into 16 product
types, as follows:
- 4/8-bit MCU
- 16-bit MCU
- 32/64-bit MCU/eMPU
- Digital Signal Processor (DSP)
- Memory
- Gate Arrays & Standard Cells
- PLD/FPGA
- Other Logic
- Standard Linear
- Application Specific Analog
- Power Discretes
- Other Discretes
- Actuators & Sensors
- LEDs
- LCDs
- Other Optoelectronics
Further segmentation of the 32/64-bit MCU/eMPU category is also provided by
architecture as follows:
- ARM
- MIPS
- x86
- Power Architecture
- 68K/Coldfire
- SuperH
- Other
Table of Contents
Section 1 - Executive Overview
Section 2 - Scope, Method & Limitations
- 2.1 Scope
- 2.2 Research Sources
- 2.3 Limitations to Method
- 2.4 Industrial/Medical Electronics & Semiconductors Service
Section 3 - Semiconductor TAM Analysis
Section 4 - Factory Automation & Control
Section 5 - Motor Drives
Section 6 - Lighting, Building Automation, HVAC & Refrigeration
Section 7 - EPOS, EFT & ID
Section 8 - Test & Measurement
Section 9 - Consumer Medical
Section 10 - Medical Imaging & Diagnostics
Section 11 - Power & Energy
Section 12 - Industrial Transport
Section 13 - Other Industrial Applications
Section 14 - Product Tables by Sub-Sector
Appendix I - Historical Market Forecasts
List of Tables
- 1.1 Global Market for Semiconductors & LCDs in the Industrial/Medical
Sector by Product
- 1.2 Ranking of Top 25 Industrial/Medical Applications by Cumulative
Revenues (SUM) from 2009-2015
- 1.3 Market Share Estimates for Semiconductor Suppliers to the
Industrial/Medical Sector in 2009
- 1.4 Global Market for Semiconductors in the Industrial/Medical Sector by
Sub-sector
- 1.5 Global Equipment Production Estimates and Forecasts in the
Industrial/Medical Sector
- 1.6 Average Semiconductor & LCD Value Estimates and Forecasts in the
Industrial/Medical Sector
- 1.7 Global Market for Semiconductors & LCDs in the Industrial/Medical
Sector by Region
- 3.1 Analysis of the World Market for Semiconductors in the
Industrial/Medical Sector in 2009
- 4.1 Key Changes to the Factory Automation & Control Sector
- 4.2 Definition of Equipment Types in the Factory Automation & Control
Sector
- 4.3 Global Equipment Production Estimates and Forecasts in the Factory
Automation & Control Sector
- 4.4 Average Semiconductor & LCD Value Estimates and Forecasts in the
Factory Automation & Control Sector
- 4.5 Global Market for Semiconductors & LCDs in the Factory Automation &
Control Sector by Equipment Type
- 4.6 Global Market for Semiconductors & LCDs in the Factory Automation &
Control Sector by Product
- 4.7 Global Market for Semiconductors & LCDs in the Factory Automation &
Control Sector by Region
- 5.1 Key Changes to the Motor Drives Sector
- 5.2 Definition of Equipment Types in the Motor Drives Sector
- 5.3 Global Equipment Production Estimates and Forecasts in the Motor
Drives Sector
- 5.4 Average Semiconductor & LCD Value Estimates and Forecasts in the Motor
Drives Sector
- 5.5 Global Market for Semiconductors & LCDs in the Motor Drives Sector by
Equipment Type
- 5.6 Global Market for Semiconductors & LCDs in the Motor Drives Sector by
Product
- 5.7 Global Market for Semiconductors & LCDs in the Motor Drives Sector by
Region
- 6.1 Key Changes to the Lighting, Building Automation, HVAC&R Sector
- 6.2 Definition of Equipment Types in the Lighting, Building Automation,
HVAC&R Sector
- 6.3 Global Equipment Production Estimates and Forecasts in the Lighting,
Building Automation, HVAC&R Sector
- 6.4 Average Semiconductor & LCD Value Estimates and Forecasts in the
Lighting, Building Automation & HVAC&R Sector
- 6.5 Global Market for Semiconductors & LCDs in the Lighting, Building
Automation & HVAC&R Sector by Equipment Type
- 6.6 Global Market for Semiconductors & LCDs in the Lighting, Building
Automation & HVAC&R Sector by Product
- 6.7 Global Market for Semiconductors & LCDs in the Lighting, Building
Automation & HVAC&R Sector by Region
- 7.1 Key Changes to the EPOS, EFT & ID Sector
- 7.2 Definition of Equipment Types in the EPOS, EFT & ID Sector
- 7.3 Global Equipment Production Estimates and Forecasts in the EPOS, EFT &
ID Sector
- 7.4 Average Semiconductor & LCD Value Estimates and Forecasts in the EPOS,
EFT & ID Sector
- 7.5 Global Market for Semiconductors & LCDs in the EPOS, EFT & ID Sector
by Equipment Type
- 7.6 Global Market for Semiconductors & LCDs in the EPOS, EFT & ID Sector
by Product
- 7.7 Global Market for Semiconductors & LCDs in the EPOS, EFT & ID Sector
by Region
- 8.1 Key Changes to the Test & Measurement Sector
- 8.2 Definition of Equipment Types in the Test & Measurement Sector
- 8.3 Global Equipment Production Estimates and Forecasts in the Test &
Measurement Sector
- 8.4 Average Semiconductor & LCD Value Estimates and Forecasts in the Test
& Measurement Sector
- 8.5 Global Market for Semiconductors & LCDs in the Test & Measurement
Sector by Equipment Type
- 8.6 Global Market for Semiconductors & LCDs in the Test & Measurement
Sector by Product
- 8.7 Global Market for Semiconductors & LCDs in the Test & Measurement
Sector by Region
- 9.1 Key Changes to the Consumer Medical Sector
- 9.2 Definition of Equipment Types in the Consumer Medical Sector
- 9.3 Global Equipment Production Estimates and Forecasts in the Consumer
Medical Sector
- 9.4 Average Semiconductor & LCD Value Estimates and Forecasts in the
Consumer Medical Sector
- 9.5 Global Market for Semiconductors & LCDs in the Consumer Medical Sector
by Equipment Type
- 9.6 Global Market for Semiconductors & LCDs in the Consumer Medical Sector
by Product
- 9.7 Global Market for Semiconductors & LCDs in the Consumer Medical Sector
by Region
- 10.1 Key Changes to the Medical Imaging & Diagnostics Sector
- 10.2 Definition of Equipment Types in the Medical Imaging & Diagnostics
Sector
- 10.3 Global Equipment Production Estimates and Forecasts in the Medical
Imaging & Diagnostics Sector
- 10.4 Average Semiconductor & LCD Value Estimates and Forecasts in the
Medical Imaging & Diagnostics Sector
- 10.5 Global Market for Semiconductors & LCDs in the Medical Imaging &
Diagnostics Sector by Equipment Type
- 10.6 Global Market for Semiconductors & LCDs in the Medical Imaging &
Diagnostics Sector by Product
- 10.7 Global Market for Semiconductors & LCDs in the Medical Imaging &
Diagnostics Sector by Region
- 11.1 Key Changes to the Power & Energy Sector
- 11.2 Definition of Equipment Types in the Power & Energy Sector
- 11.3 Global Equipment Production Estimates and Forecasts in the Power &
Energy Sector
- 11.4 Average Semiconductor & LCD Value Estimates and Forecasts in the
Power & Energy Sector
- 11.5 Global Market for Semiconductors & LCDs in the Power & Energy Sector
by Equipment Type
- 11.6 Global Market for Semiconductors & LCDs in the Power & Energy Sector
by Product
- 11.7 Global Market for Semiconductors & LCDs in the Power & Energy Sector
by Region
- 12.1 Key Changes to the Industrial Transport Sector
- 12.2 Definition of Equipment Types in the Industrial Transport Sector
- 12.3 Global Equipment Production Estimates and Forecasts in the Industrial
Transport Sector
- 12.4 Average Semiconductor & LCD Value Estimates and Forecasts in the
Industrial Transport Sector
- 12.5 Global Market for Semiconductors & LCDs in the Industrial Transport
Sector by Equipment Type
- 12.6 Global Market for Semiconductors & LCDs in the Industrial Transport
Sector by Product
- 12.7 Global Market for Semiconductors & LCDs in the Industrial Transport
Sector by Region
- 13.1 Global Market for Semiconductors & LCDs in Other Industrial
Applications by Equipment Type
- 13.2 Global Market for Semiconductors & LCDs in Other Industrial
Applications by Product
- 13.3 Global Market for Semiconductors & LCDs in Other Industrial
Applications by Region
- 14.1 Industrial/Medical Market for Actuators & Sensors by Sub-sector
- 14.2 Industrial/Medical Market for Application Specific Analog ICs by
Sub-sector
- 14.3 Industrial/Medical Market for Standard Linear ICs by Sub-sector
- 14.4 Industrial/Medical Market for Power Discretes by Sub-sector
- 14.5 Industrial/Medical Market for Other Discretes by Sub-sector
- 14.6 Industrial/Medical Market for Gate Arrays & Standard Cells by
Sub-sector
- 14.7 Industrial/Medical Market for PLDs/FPGAs by Sub-sector
- 14.8 Industrial/Medical Market for Other Logic by Sub-sector
- 14.9 Industrial/Medical Market for 4/8-bit MCUs by Sub-sector
- 14.10 Industrial/Medical Market for 16-bit MCUs by Sub-sector
- 14.11 Industrial/Medical Market for 32/64-bit MCUs/eMPUs by Sub-sector
- 14.12 Industrial/Medical Market for ARM-based MCUs/eMPUs by Sub-sector
- 14.13 Industrial/Medical Market for MIPS-based MCUs/eMPUs by Sub-sector
- 14.14 Industrial/Medical Market for Power Architecture-based MCUs/eMPUs by
Sub-sector
- 14.15 Industrial/Medical Market for 68K/Coldfire-based MCUs/eMPUs by
Sub-sector
- 14.16 Industrial/Medical Market for x86-based MCUs/eMPUs by Sub-sector
- 14.17 Industrial/Medical Market for SuperH/RX-based MCUs/eMPUs by
Sub-sector
- 14.18 Industrial/Medical Market for "Other" 32/64-bit MCUs/eMPUs by
Sub-sector
- 14.19 Industrial/Medical Market for DSPs by Sub-sector
- 14.20 Industrial/Medical Market for Memory by Sub-sector
- 14.21 Industrial/Medical Market for LEDs by Sub-sector
- 14.22 Industrial/Medical Market for Other Optoelectronics by Sub-sector
- 14.23 Industrial/Medical Market for LCDs by Sub-sector
- AP.1 Global Market for Semiconductors & LCDs in the Industrial/Medical
Sector by Product (2008 Forecast)
- AP.2 Global Market for Semiconductors & LCDs in the Industrial/Medical
Sector by Sub-sector (2008 Forecast)
- AP.3 Global Market for Semiconductors & LCDs in the Industrial/Medical
Sector by Product (2006 Forecast)
- AP.4 Global Market for Semiconductors & LCDs in the Industrial/Medical
Sector by Sub-sector (2006 Forecast)
List of Figures
- Figure 1: Semiconductor & LCD Revenues in the Industrial/Medical Sector -
Comparisons with Historical Forecasts
- Figure 2: Semiconductor & LCD Revenues in the Factory Automation & Control
Sector - Comparisons with Historical Forecasts
- Figure 3: Semiconductor & LCD Revenues in the Motor Drives Sector-
Comparisons with Historical Forecasts
- Figure 4: Semiconductor & LCD Revenues in the Lighting, Building
Automation & HVAC&R Sector - Comparisons with Historical Forecasts
- Figure 5: Semiconductor & LCD Revenues in the EPOS, EFT & ID Sector -
Comparisons with Historical Forecasts
- Figure 6: Semiconductor & LCD Revenues in the Test & Measurement Sector -
Comparisons with Historical Forecasts
- Figure 7: Semiconductor & LCD Revenues in the Consumer Medical Sector -
Comparisons with Historical Forecasts
- Figure 8: Semiconductor & LCD Revenues in the Medical Imaging &
Diagnostics Sector - Comparisons with Historical Forecasts
- Figure 9: Semiconductor & LCD Revenues in the Power & Energy Sector -
Comparisons with Historical Forecasts
- Figure 10: Semiconductor & LCD Revenues in the Industrial Transport Sector
- Comparisons with Historical Forecasts
- Figure 11: Semiconductor & LCD Revenues in the Other Industrial
Applications Sector - Comparisons with Historical Forecasts
產業用/醫療用半導體市場2015年的市場規模將達到350億美元
2010年08月11日
Global Information, Inc.已開始銷售英國調查公司Semicast所發行的報告書「Industrial/Medical Semiconductor Service - 2010 Edition (產業用/醫療用半導體服務市場 - 2010年版)」
「產業用半導體市場是最難因應的領域」，這是許多半導體製造廠共有的體認。因為供應鏈複雜，且用途涉及廣泛的範圍。正因為是具有錯綜複雜性格的領域，以往半導體製造廠不太注重產業用半導體市場，而是較單純將市場行銷策略集中在預估會有更大收益的領域。
話雖如此，2009年產業用及醫療用半導體市場的銷售額為206億美元，預測2015年將超過350億美元。Semicast發行的最新調查報告將重點置於「使成為產業用及醫療用半導體市場銷售額擴大原動力的主要機器類型明確，且能期待是最大銷售額成長的領域為半導體製造廠戰略性的需要」。
產業用半導體市場被非常複雜細分化。反之，亦成為廠商極為仰賴的市場。Semicast的調查報告指出，「在此領域機器的生產量極為穩定。且因產業用半導體設備幾乎不需使用最新技術的製造流程，故優異的設計產品維持10年壽命的例子亦不少。」。
本調查報告討論的主要主題：
- 2009年半導體市場全部銷售額約為2,260億美元，而產業用/醫療用半導體市場就佔據有效市場的9％。
- 在2009年產業用/醫療用的半導體市場，類比積體電路（analog IC）與個別半導體的比例最大，這些產品約佔半導體產品全部銷售額的50％。
- 在2009年產業用/醫療用的半導體市場，預測在瑞薩電子(Renesas Electronics）勝過Infineon Technologies和STMicroelectronics後將取得領導地位。
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