全球智能手機PMIC（電源管理IC）行業趨勢

Global Smartphone Power Management IC Industry Development

出版日期: 2022年09月01日 | 出版商:

MIC - Market Intelligence & Consulting Institute | 英文 16 Pages | 商品交期: 3-5個工作天內

價格

簡介目錄圖表

電源管理設計是模擬電路，高度依賴於製造工藝技術。當今常見的電源管理解決方案包括分立元件、PMIC（電源管理 IC）和電源模塊。其中，PMIC是智能手機的核心部件。目前，PMIC 廣泛用於智能手機和消費電子產品。隨著智能手機處理器的發展轉向更先進的製造工藝，高精度、高效率的 PMIC 和功率半導體元件的重要性與日俱增。

在本報告中，我們分析了全球智能手機用PMIC（電源管理IC）的行業趨勢，包括行業最新趨勢、供應鏈的基本結構和趨勢（智能手機應用處理器、智能手機、智能手機用PMIC） ), 中文我們將匯總並提供智能手機的PMIC供應商趨勢等信息。

內容

第 1 章全球 PMIC 行業概述

世界 PMIC 產值
- WSTS：由於 COVID-19 期間 IC 短缺，通用 PMIC 出貨量在 2021 年修訂了 3 次
全球 PMIC 市場趨勢（2021 年）
- 超過 60% 的 PMIC 市場由美國、歐洲和日本的垂直整合設備製造商主導
- 個性化應用市場需求持續增長，出貨量逐年增加
- PMIC 不足仍將是 2022 年下半年的一個問題

第二章智能手機PMIC產業結構與商業模式

智能手機的PMIC產業供應鏈
將智能手機的 PMIC 捆綁作為一種營銷策略
- 智能手機應用處理器供應商：高通、聯發科
- 智能手機品牌：三星、蘋果
- 智能手機 PMIC 供應商
中國PMIC供應商趨勢
- 中國供應商主要生產用於消費電子和 OEM 電器的中低價位 PMIC
- 中國智能手機品牌投資南芯半導體備受關注

第 3 章：智能手機用 PMIC 的行業趨勢

5G 智能手機對 PMIC 的需求
主要智能手機品牌的PMIC處理技術介紹情況
- 12 英寸晶圓生產的成本效益

第四章MIC視角

對 PMIC 的需求激增和芯片短缺將推動使用 12 英寸晶圓的 PMIC 生產
PMIC產能缺口持續拉大，助力中國模擬IC/PMIC供應商崛起

附錄

詞彙表
公司名單

簡介目錄圖表

Product Code: SCRPT22090101

The power management design is an analog circuit and is highly dependent on the manufacturing process technology. The current common solutions for power management include discrete components, PMIC (Power Management Integrated Circuits), and power modules. Among them, PMICs are the core component of smartphones. At present, PMICs are mostly used in smartphones and consumer electronics products. With the development of smartphone processors shifting towards more advanced manufacturing processes, high-precision, high-efficiency PMICs, and power semiconductor components have become increasingly important. This report provides an overview of the global PMIC industry and market development, looks into the development of the smartphone PMIC industry and its supply chain, comprising smartphone application processors, smartphones, and smartphone PMIC, and examines the development of Chinese smartphone PMIC suppliers.

1. Overivew of the Global PMIC Industry

1.1 Global PMIC Production Value
- 1.1.1 WSTS Revises General-purpose PMIC Shipment Value Three Times in 2021 Due to IC Shortage amid COVID-19
1.2 Development of the Global PMIC Market in 2021
- 1.2.1 Over 60% of Power Management IC Market Dominated by US, European, and Japanese Integrated Device Manufacturers
- 1.2.2 Market Demand for Individual Applications Keep Growing with Shipment Volume Increasing Year-by-year
- 1.2.3 The Shortage of PMICs Remains an Issue in 2H 2022

2. Smartphone PMIC Industry Structure and Business Model

2.1 Smartphone PMIC Industry Supply Chain
2.2 Smartphone PMIC Bundles as a Marketing Strategy
- 2.2.1 Smartphone Application Processor Supplier: Qualcomm and MediaTek
- 2.2.2 Smartphone Brands: Samsung and Apple
- 2.2.3 Smartphone PMIC Suppliers
2.3 Development of Chinese PMIC Suppliers
- 2.3.1 Chinese Suppliers Produce Mainly Mid-to-Low PMICs for Consumer Electronic and White-label Home Appliance
- 2.3.2 Chinese Smartphone Brands' Investment into Southchip Semiconductor Gains Attention

3.Development of Smartphone PMIC

3.1 The Demand for 5G Smartphone PMICs
3.2 PMIC Process Technology Adoption of Leading Smartphone Brands
- 3.2.1 Cost Effectiveness of 12" Wafer Production

4.MIC Perspective

4.1 Demand for PMIC Surges and Chip Shortage Promotes Manufacturing of PMICs Using 12" Wafers
4.2 PMIC Capacity Gap Keeps Widening to Contribute to the Rise of Chinese Analog IC/PMIC Suppliers

Appendix

Glossary of Terms
List of Companies

List of Tables

Table 1 Smartphone Customers and Investers of Southchip Semiconductor
Table 2 Cost Comparison of PMICs Fabricated Using TI's 8-inch Wafers and 12-inch Wafers

List of Figures

Figure 1 Global Total Production Value of General-purpose Analog Chips and Their Market Share in 2021
Figure 2 Global General-purpose PMIC Shipment Value, 2017-2024
Figure 3 PMIC Industry Supply Chain Ecosystem
Figure 4 Global General-purpose PMIC Shipment Volume, 2015-2021
Figure 5 Smartphone PMIC Upstream Market Suppliers
Figure 6 5G Smartphones and Their PMIC Configuration Requirement
Figure 7 PMIC Process Technology Nodes of Leading Smartphone Brands

簡介目錄圖表

List of Topics

Development of the global PMIC (Power Management IC) industry, touching on its production value and volume

Development of smartphone PMIC industry and includes its supply chain and the development of leading industry players by supplier, comprising smartphone application processor suppliers, smartphone brands, and smartphone PMIC suppliers