邏輯 IC 市場 - 增長、趨勢、COVID-19 的影響、預測 (2023-2028)

邏輯 IC 市場預計在預測期內 (2023-2028) 以 3.4% 的複合年增長率增長。

該領域最近的技術進步每天都在發現新的應用。 智能手機的普及、電動汽車的普及以及發達國家和新興國家通信基礎設施的發展都是增加對邏輯 IC 需求的因素。 影響邏輯 IC 市場增長的一些關鍵因素包括：

主要亮點

• 由於人工智能等技術進步及其與最終用戶設備的集成，對存儲設備的需求正在推動對半導體的需求。 邏輯器件用於專用集成電路和信號處理器，加速了市場需求。
• 半導體為 5G 技術的發展和智能手機的製造做出了重大貢獻。 半導體用於製造有線通信設備，例如開關、適配器和控制器。 無線局域網適配器、移動Wi-Fi芯片、藍牙收發器、全球定位系統接收器、近場通信芯片等設備中使用的半導體都是無線通信半導體。 由於實現設備之間高速連接的無線技術的發展和需求的擴大，預計未來五年對半導體的需求將增加。
• 邏輯集成電路設計的複雜性會阻礙市場增長。 製造定制電路的高成本、電路設計成本和功能可靠性問題等因素預計將在未來幾年阻礙邏輯集成電路的市場增長。
• COVID-19 對市場產生了負面影響，隨著冠狀病毒繼續影響經濟、貿易、製造甚至消費者的購買習慣，半導體短缺顯著增加。 電子製造商需要仔細規劃，以避免 2021 年即將到來的組件供應鏈陷阱。 2021 年國防授權法案 (NDAA) 中包含的美國芯片法案 (CHIPS for America Act) 確定並緩解了近期的半導體短缺，並鼓勵為在美國製造這些設備的公司提供更多的美國製造激勵措施。我們的目標是

邏輯IC市場趨勢

擴大邏輯 IC 在汽車行業的採用

• 消費者對環境污染意識的增強和油價上漲導致全球對電動汽車的需求增加，這正在影響半導體需求並推動邏輯 IC 市場的增長。
• 為確保服務人員的安全，汽車使用了集成電路。 IC 有望推動市場需求，作為改善駕駛員連接駕駛和安全創新的驅動力。 汽車的快速電氣化正在推動汽車 IC 市場的增長。
• 根據 Virta Carrying 的說法，這是大多數發達國家目前正在認真應對的減排挑戰，2021 年將改變電動汽車銷量的歷史，到年底全球銷量將達到 640 萬輛。PHEV 總計) 預計將被出售。 這比上一年增加了 98%。 例如，2021 年，歐洲（106 萬輛）和中國（114.9 萬輛）的新電動汽車註冊量佔比最高，其次是美國（29.7 萬輛）。
• 推動全球邏輯集成電路市場增長的因素包括汽車產量的增加、對電動汽車的需求不斷增長以及對汽車電子產品增強功能的需求不斷增長。 此外，物聯網的引入以及政府對自動駕駛、聯網和低排放汽車生產的有利標準等多項技術進步將在預測期內進一步推動汽車集成電路的市場增長。我正在加速。

亞太地區是增長最快的地區

• 亞太地區是邏輯集成電路最賺錢的主要市場之一，與西部地區競爭激烈。 全球電動汽車市場新興地區產銷量雙雙增長。
• 放眼亞洲，日本已宣布可能會在 2030 年代中期禁止銷售新的 ICV，以便到 2050 年實現淨碳中和。 對此，豐田汽車公司和日本汽車製造商協會會長豐田章男強調，ICV 的環境影響和技術還有改進的空間。
• 泰國政府於 2016 年啟動了電動汽車行動計劃，鼓勵到 2036 年生產 120 萬輛 BEV 和 PHEV。 因此，有 13 家公司受益於電動汽車的稅收優惠。 泰國於 2020 年 3 月公佈了其電動汽車路線圖，表示到 2025 年將生產 25 萬輛電動汽車，並建立東盟電動汽車中心。

邏輯IC市場競爭分析

邏輯 IC 市場競爭激烈，由多家參與者組成。 市場參與者正在採取各種策略，例如產品創新、併購。 此外，隨著IC製造工藝的進步以實現全方位的應用，新的市場參與者正在擴大其在市場中的存在並重振其在新興國家的業務發展。

• 2021 年 6 月 - 傑克·基爾比 (Jack Kilby) 領導的一個項目開發了有史以來第一個繞地球軌道運行的集成電路，為未來的太空電子產品奠定了基礎。 一系列數字邏輯 IC 以 10 倍的速度和 1/10 的功耗取代了 SN502，幫助 NASA 實現了讓計算機更強大、更輕便的目標。
• 2020 年 10 月- 內存後端專家 Powertech Technology (PTI) 宣布將增加電視 SoC、手機 AP 等的銷售。我們正積極進軍新的邏輯 IC 領域。

其他福利。

• Excel 格式的市場預測 (ME) 表
• 三個月的分析師支持

內容

第一章介紹

• 研究假設和市場定義
• 調查範圍

第二章研究方法論

第 3 章執行摘要

第 4 章市場洞察

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

第 5 章市場動態

• 市場驅動力
  • 越來越關注設備集成
  • Fab 增加資本投資以提高產能
• 市場製約因素
  • 與邏輯 IC 設計相關的複雜性

第 6 章市場細分

• 按類型
  • TTL（晶體管晶體管邏輯）
  • CMOS（互補金屬氧化物半導體）
  • 混合信號 IC
• 按產品類型
  • ASIC
  • ASSP
  • PLD
• 通過申請
  • 消費類電子產品
  • 車載
  • IT/通訊
  • 製造和自動化
  • 其他最終用戶行業（醫療保健、航空航天和國防等）
• 區域信息
  • 北美
  • 歐洲
  • 亞太地區
  • 拉丁美洲
  • 中東

第七章競爭格局

• 公司簡介
  • STMicroelectronics
  • Renesas Electronics
  • ADI
  • Broadcom Inc.
  • Qualcomm Inc.
  • NXP Semiconductors N.V.
  • Marvell Semiconductor, Inc.
  • Mediatek, Inc.
  • Intel Corporation
  • Toshiba Corporation

第8章 投資分析

第9章 市場未來性

The Logic IC market is anticipated to witness a CAGR of 3.4 % over the forecast period (2023 - 2028). Recent technological advancements in this field have been revealing new applications each day. The rising proliferation of smartphones, growing electric vehicle adoption, and rise of telecommunication infrastructure in both developed and developing companies are factors for which the demand for Logic IC increases. Some of the significant factors influencing the market's growth for logic integrated circuit devices are:

Key Highlights

• The demand for memory devices due to the ongoing technological advancements such as artificial intelligence and their integration into the end-user devices is fostering the demand for semiconductors. Logic devices are used in application-specific integrated circuits and signal processors, accelerating market demand.
• The major contributing factor is semiconductors in the deployment of 5G technology and the manufacture of smartphones. Semiconductors are used to manufacture wired communication devices such as switches, adapters, and controllers. Semiconductors used in wireless local area network adapters, mobile Wi-Fi chips, Bluetooth transceivers, global positioning system receivers, near-field communication chips, and other devices are wireless communication semiconductors. The development and growing demand for wireless technology to establish fast connections between devices are expected to increase the demand for semiconductors over the next five years.
• The complexity associated with the design of logic integrated circuits can hinder the market's growth. Factors such as the high cost of manufacturing customized circuits, the cost of circuit design, and functional reliability issues are expected to hinder the market's growth for logic-integrated circuits in the coming years.
• COVID-19 has a negative market impact due to a significant increase in semiconductor shortages, as the COVID-19 coronavirus continues to impact economies, trade, manufacturing, and even consumer purchasing habits. Companies manufacturing electronic products must plan carefully to avoid impending component supply chain pitfalls in 2021. The CHIPS for America Act, included in the Fiscal Year 2021 National Defense Authorization Act (NDAA), seeks to identify and alleviate short-term semiconductor shortages and encourage more US manufacturing incentives for companies to manufacture these devices in the United States.

Logic IC Market Trends

Growing Adoption of Logic IC in Automotive Industries

• The increasing demand for electric vehicles worldwide, because of rising consumer awareness about environmental pollution and rising oil prices, is influencing semiconductor demand which has led the market of logic IC to grow.
• To keep drivers safe, integrated circuits are used in vehicles. ICs improve connectivity driving and safety innovation among drivers, which is expected to fuel their market demand. The rapid electrification of vehicles is driving the growth of the automotive IC market.
• According to Virta Carrying, an emissions reduction challenge that most leading nations now take seriously, 2021 is a game-changer in the history of EV sales, with 6.4 million vehicles (EVs and PHEVs combined) expected to be sold globally by the end of the year. It would then be a 98 percent increase year over year. For example, Europe (1.06 million new registrations) and China (1.149 million new registrations) are expected to have the highest share of new electric vehicle registrations in 2021, followed by the United States (297 000 new registrations).
• The factors driving the global logic integrated circuit market's growth include increased vehicle production, rising demand for electric vehicles, and the growing need for electronics in vehicles to enhance their features. Additionally, several technological advancements, such as the implementation of IoT and favorable government standards for the production of autonomous, connected, and low-emission vehicles, are further fuelling the market growth of the automotive integrated circuit during the forecast period.

Asia pacific is the fastest growing region

• The Asia-Pacific is one of the most profitable and leading markets for logic integrated circuits, providing stiff competition to Western regions. The emerging area in the global electric vehicle market has been on the rise, both production and sales.
• Looking at Asia, Japan announced it could ban new sales of ICVs in the mid-2030s to achieve net carbon neutrality by 2050. In response, the president of Toyota and the Japan Automobile Manufacturers Association, Akio Toyoda, stressed that there was room for improvement in the environmental impact and technology of ICVs.
• The Thai government launched an EV action plan in 2016 to encourage the production of BEVs and PHEVs to have 1.2 million such vehicles on the road by 2036. As a result, 13 companies have benefited from preferential tax treatment for electric vehicles. Thailand announced an EV roadmap in March 2020 to produce 250,000 EVs by 2025 and establish an ASEAN EV hub.

Logic IC Market Competitor Analysis

The Logic IC Market is highly competitive and consists of several players. The market players adopt various strategies such as product innovation, mergers, and acquisitions. In addition, with the advancement in the IC manufacturing process, which provides enhanced applications, new market players are expanding their market presence and increasing their business footprint across the emerging economies.

• June 2021 - A project assigned by Jack Kilby led to the development of the first integrated circuits to ever orbit the Earth - and a foundation for future space electronics. A line of digital logic ICs replaces the SN502 with ten times the speed and one-tenth the power requirements to help NASA reach its goal of increased computer power and reduced weight.
• October 2020 - Memory backend specialist Powertech Technology (PTI) is aggressively foraying into new logic IC segments such as TV SoCs and handset APs to offset the loss of orders expected from Intel selling its NAND flash business to SK Hynix.

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 Consumers
  • 4.3.3 Threat of New Entrants
  • 4.3.4 Intensity of Competitive Rivalry
  • 4.3.5 Threat of Substitutes
• 4.4 COVID-19 Impact on the Market

5 MARKET DYNAMICS

• 5.1 Market Drivers
  • 5.1.1 The growing focus on the integration of devices
  • 5.1.2 Rising Capital Spending by Fabs to Increase Production Capacities
• 5.2 Market Restraints
  • 5.2.1 Complexity associated with the design of Logic IC

6 MARKET SEGMENTATION

• 6.1 By Type
  • 6.1.1 TTL (Transistor Transistor Logic)
  • 6.1.2 CMOS (Complementry Metal Oxide Semiconductor)
  • 6.1.3 Mixed-Signal IC
• 6.2 By Product Type
  • 6.2.1 ASIC
  • 6.2.2 ASSP
  • 6.2.3 PLD
• 6.3 By Application
  • 6.3.1 Consumer Electronics
  • 6.3.2 Automotive
  • 6.3.3 IT & Telecommunications
  • 6.3.4 Manufacturing and Automation
  • 6.3.5 Other End-user Industries (Healthcare, Aerospace & Defense, etc.)
• 6.4 By Geography
  • 6.4.1 North America
  • 6.4.2 Europe
  • 6.4.3 Asia-Pacific
  • 6.4.4 Latin America
  • 6.4.5 Middle-East

7 COMPETITIVE LANDSCAPE

• 7.1 Company Profiles
  • 7.1.1 STMicroelectronics
  • 7.1.2 Renesas Electronics
  • 7.1.3 ADI
  • 7.1.4 Broadcom Inc.
  • 7.1.5 Qualcomm Inc.
  • 7.1.6 NXP Semiconductors N.V.
  • 7.1.7 Marvell Semiconductor, Inc.
  • 7.1.8 Mediatek, Inc.
  • 7.1.9 Intel Corporation
  • 7.1.10 Toshiba Corporation

8 INVESTMENT ANALYSIS

9 FUTURE OF THE MARKET