全球專用模擬 IC 市場 - 增長、趨勢、COVID-19 影響和預測 (2023-2028)

全球專用模擬 IC 市場預計在預測期內 (2023-2028) 的複合年增長率為 6.10%。

工廠自動化程度提高、半導體小型化、物聯網 (IoT) 和人工智能 (AI) 的進步等因素正在推動所研究市場的增長。

主要亮點

• 模擬 IC 使用雙極和場效應晶體管集成技術設計和分析調製解調器的模擬電路。 模擬集成電路 (IC) 在整個連續信號幅度值範圍內工作，用於高頻和音頻放大器需要可變輸出信號的各種功能。
• 模擬 IC 在各種應用（包括消費電子產品、汽車駕駛員輔助系統 (ADAS) 和工業應用）中的使用越來越多，這促進了模擬 IC 市場的增長。 此外，模擬IC在電動汽車中的使用增加也是需求增加的主要因素。 模擬 IC 對汽車自動化至關重要，因為它們可以為嵌入式人工智能 (AI) 提供準確的信息。
• 模擬 IC 在汽車自動化方面發揮著重要作用，尤其是網絡通信和駕駛自動化，這是無人駕駛/自動駕駛車輛的關鍵要求。 據納斯達克稱，到 2030 年，無人駕駛汽車很可能會主導市場。
• COVID-19 的爆發擾亂了全球供應鍊和製造業。 COVID-19 大流行和隨之而來的供應鏈不確定性對 2020 年和 2021 年的全球經濟產生了重大影響。 這擾亂了金融市場，對全球供應鏈產生了負面影響，並增加了材料和運營成本，尤其是在全球汽車行業。
• 隨著各行各業越來越多地採用物聯網，模擬 IC 在大量實時連接設備和應用中所提供的優勢有望推動市場增長。 模擬 IC 具有形成自動化設備生態系統所需的動態功耗特性和信號處理能力。

專用模擬 IC 的市場趨勢

消費電子設備的流行推動市場增長

• 消費電子設備中越來越多地使用模擬 IC 正在刺激需求。 智能手機和智能設備的日益普及正在增加對模擬 IC 的需求。 從智能揚聲器和可穿戴設備到語音控制的電視遙控器，消費者喜歡用他們的聲音與生活中始終在線的智能電子產品進行交互。
• 智能手機佔據了很大的市場份額，隨著 5G 智能手機的出現，預計需求會進一步增加。 三星等全球公司正在加大對半導體業務的投資，以成為5G智能手機領域的領先智能手機廠商。
• 根據中國信息通信技術研究院 (CAICT) 的一份報告，隨著價格下降提振需求，2022 年 1 月中國 5G 網絡兼容智能手機的出貨量將增長 63.5%，達到 2.66 億部。它是 此外，5G智能手機出貨量佔中國出貨量的75.9%，高於全球40.7%的平均水平。
• 智能手錶和健身手環等智能可穿戴設備的普及和成熟也在推動消費電子行業的增長。 例如，2021 年 4 月，Fitbit 發布了一款全新的無按鈕健身追蹤器 Luxe。 兼容 Android 和 iOS 設備。 它還支持 Google Fast Pair 以更快地與 Android 設備配對，並支持在配對時連接 GPS。

亞太地區有望實現顯著增長

• 智能手機、可穿戴設備和車輛自動化的普及是推動亞太地區增長的關鍵因素。 智能手機普及率的上升使亞太地區成為全球最大的移動市場之一。 這是由於人口增長和城市化進程。
• 根據 GSM 協會的公告，到 2025 年，超過五分之四的連接將是智能手機。 預計這一趨勢將增加該地區智能手機模擬 IC 的使用。
• 對物聯網平台的日益關注推動了該地區模擬 IC 的增長前景。 中國、印度和韓國等國家/地區正在積極尋求加強其物聯網平台，這些新興國家/地區的政府正在發起各種公共和私營部門計劃，以利用物聯網在智慧城市、自動化和其他工業應用方面的進步。我們專注於合作，我們正在加強亞太地區的發展。
• 中國還計劃到 2022 年銷售 700 萬輛電動汽車，以應對空氣污染和對外國石油的依賴。 中國政府正在製定自動駕駛汽車的技術標準和行業指南。 北京成為全國首個允許自動駕駛汽車在公共道路上進行測試的城市。
• 為應對全球半導體芯片短缺，各國都在推動提高半導體產量。 例如，2021年12月，印度宣布了“半導體印度計劃”，旨在使印度成為半導體製造、設計和創新的世界領先者。 該計劃將為涉及矽半導體晶圓廠、顯示器晶圓廠和半導體設計的公司提供激勵支持。
• 在政府的支持下，區域供應商正在提高產能，特別是在中國、印度、日本、韓國和台灣等國家/地區，以滿足全球對模擬 IC 不斷增長的需求。

專用模擬 IC 市場的競爭對手分析

全球專用模擬 IC 市場競爭異常激烈，提高了公司之間的競爭力。 這個市場由德州儀器公司、意法半導體和恩智浦半導體等多家主要廠商組成。 就市場份額而言，這些主要參與者目前佔據市場主導地位。 然而，隨著技術創新的進步，許多公司正在通過獲得新合同和開發新市場來增加其在市場上的影響力。

其他好處

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

第 5 章市場動態

• 市場驅動力
  • 工廠自動化的發展
  • 電動汽車的迅速普及
  • 物聯網 (IoT) 和人工智能 (AI) 的進展
• 市場挑戰/限制
  • 由於應用程序的增加而導致設計的複雜性

第 6 章市場細分

• 通過申請
  • 消費者
  • 計算機
  • 通訊設備
  • 汽車
  • 工業，其他
• 區域信息
  • 北美
  • 歐洲
  • 亞太地區
    • 中國
    • 韓國
    • 日本
    • 台灣
    • 其他亞太地區
  • 世界其他地區

第七章競爭格局

• 公司簡介
  • Texas Instruments Incorporated
  • STMicroelectronics
  • NXP Semiconductors
  • Microchip Technology Inc.
  • Onsemi
  • Renesas Electronics Corporation
  • Skywork Solutions Inc.
  • Maxim Integrated Products Inc.
  • Analog Devices, Inc.
  • Infenion Technologies
  • Taiwan Semiconductor Co., Ltd.

第八章投資分析

第九章市場潛力

The Global Application Specific Analog IC Market is expected to register a CAGR of 6.10% during the forecast period (2023 - 2028). Factors such as rising factory automation, miniaturization of semiconductors, and advancements in the Internet of Things (IoT) and Artificial Intelligence (AI) are driving the growth of the studied market.

Key Highlights

• Analog integrated circuits deal with the design and analysis of modem analog circuits using integrated bipolar and field-effect transistor technologies. The analog integrated circuit (IC) operates over an entire range of continuous signal amplitude values, which are used for various functions that require variable output signals for radio-frequency and audio-frequency amplifiers.
• The increasing usage of analog ICs in various applications, such as consumer electronics, automotive driver assistance systems (ADAS), and industrial sectors, has contributed to the growth of the analog IC market. The rising adoption of analog ICs in electric automotive is one of the major factors driving its demand. Analog ICs are essential for vehicle automation, as they provide accurate information for the inbuilt artificial intelligence (AI).
• Analog ICs play a key role in the automation of automobiles, especially in networked communications and driving automation, which are the primary requirements of driverless/autonomous cars. According to the NASDAQ, driverless vehicles will likely dominate the market by 2030.
• Due to the COVID-19 outbreak, the global supply chain and manufacturing sector have been disrupted. The COVID-19 pandemic and subsequent supply chain uncertainties significantly impacted the global economy in 2020 and 2021. This has disrupted the financial markets, negatively impacted the global supply chain, and increased the cost of materials and operations, particularly within the global automotive industry.
• The growing adoption of IoT in various industries is expected to propel the market's growth, owing to the benefits offered by analog ICs, across a considerable range of real-time connected devices and applications. Analog ICs have dynamic power consumption characteristics and signal-processing capabilities required to configure an ecosystem of automated devices.

Application Specific Analog IC Market Trends

Increased Consumer Electronics Penetration to Drive the Market Growth

• The increasing usage of analog ICs in consumer electronic devices fuels the demand. The growing penetration of smartphones and smart devices is augmenting the demand for analog integrated circuits. From smart speakers and wearables to voice-controlled TV remotes, consumers love using voice to interact with the always-on smart electronic products in their lives.
• Smartphones command a significant market share, and with the advent of 5G smartphones, the demand is expected to increase even further. Global companies, like Samsung, are increasingly investing in the semiconductor business to become prominent smartphone vendors in the 5G smartphone space.
• In January 2022, China's shipments of smartphones compatible with 5G networks increased by 63.5% to 266 million in 2021 as falling prices boosted demand, according to the report by the China Academy of Information and Communications (CAICT). The report also stated that 5G smartphone shipments accounted for 75.9% of Chinese shipments, higher than a global average of 40.7%.
• The increasing adoption of smart wearables, like smartwatches and fitness bands, and their increasing functionality are also expanding the growth of the consumer electronics segment. For instance, in April 2021, Fitbit announced its new Luxe fitness tracker, a buttonless tracker. It is supported for Android and iOS devices. It also supports Google Fast Pair for pairing more quickly to Android devices and supports connected GPS while paired to the phone.

Asia-Pacific is Expected to Witness Significant Growth

• The increased adoptions of smartphones, wearables, and vehicle automation are the prime factors driving the growth of the Asia-Pacific segment. Rising smartphone adoption rates have made Asia-Pacific one of the largest mobile markets in the world. This is due to the increasing population growth and urbanization.
• As per the GSM Association, more than 4 out of 5 connections will be smartphones by 2025. This trend is expected to increase the analog integrated circuit (Analog IC) usage for smartphones in this region.
• The increasing focus on IoT platforms is boosting this region's growth prospects for analog ICs. With countries such as China, India, and South Korea, actively trying to strengthen the IoT platforms, governments of these developing countries are focusing on entering various public and private collaborations on leveraging IoT advancements for smart cities, automation, and other industrial applications, thus reinforcing the development of the Asia-Pacific segment.
• Also, China is targeting sales of 7 million EVs by 2022 to battle air pollution and dependence on foreign oil. The Chinese government has been formulating technology standards and industry guidelines for autonomous vehicles. Beijing became the country's first city to allow open road tests for autonomous cars.
• Due to the global semiconductor chip shortage, various countries are taking initiatives to boost semiconductor production. For instance, in December 2021, India announced the Semicon India Program intending to make India a global leader in semiconductor manufacturing, design, and innovation. The program will provide incentive support to companies engaged in silicon semiconductor fabs, display fabs, and semiconductor design.
• With governmental support, the regional vendors have been increasing their production capacities, especially in countries including China, India, Japan, South Korea, and Taiwan, to meet the increasing global demand for Analog ICs.

Application Specific Analog IC Market Competitor Analysis

The global application-specific analog IC market is significantly competitive and is witnessing a rise in competitiveness among companies. The market consists of various major players, such as Texas Instruments Incorporated, STMicroelectronics, and NXP Semiconductors. In terms of market share, these significant players currently dominate the market. However, with increasing technology innovations, many companies are increasing their market presence by securing new contracts and tapping new markets.

• June 2022 - Toshiba Electronic Devices and Storage Corporation and Japan Semiconductor Corporation developed a highly reliable and versatile analog platform with an embedded non-volatile memory (eNVM) for automotive applications. The 0.13-micron generation analog platform, applied to analog integrated circuits, offers an optimized combination of processes and devices.
• September 2021 - Siemens Digital Industries Software introduced the mPower integrity solution for analog, digital, and mixed-signal IC designs. The new software will provide a power integrity verification solution for unlimited scalability for analog, digital, and mixed-signal ICs, enabling ample power, voltage drop (IR), and electromigration (EM) analysis for even the largest IC designs.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumption 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 Attractiveness - Porter's Five Forces Analysis
  • 4.2.1 Bargaining Power Of Suppliers
  • 4.2.2 Bargaining Power Of Buyers
  • 4.2.3 Threat Of New Entrants
  • 4.2.4 Threat Of Substitutes
  • 4.2.5 Intensity Of Competitive Rivalry
• 4.3 Value Chain Analysis
• 4.4 Impact Of Covid-19 On The Market

5 MARKET DYNAMICS

• 5.1 Market Drivers
  • 5.1.1 Growth in Factory Automation
  • 5.1.2 Rapid adoption of Electric Automobiles
  • 5.1.3 Advancements in Internet of Things (IoT) and Artificial Intelligence (AI)
• 5.2 Market Challenges/Restraints
  • 5.2.1 Growing Design Complexity with Increasing Applications

6 MARKET SEGMENTATION

• 6.1 By Application
  • 6.1.1 Consumer
  • 6.1.2 Computer
  • 6.1.3 Communications
  • 6.1.4 Automotive
  • 6.1.5 Industrial and Others
• 6.2 By Geography
  • 6.2.1 North America
  • 6.2.2 Europe
  • 6.2.3 Asia-Pacific
    • 6.2.3.1 China
    • 6.2.3.2 South Korea
    • 6.2.3.3 Japan
    • 6.2.3.4 Taiwan
    • 6.2.3.5 Rest of Asia-Pacific
  • 6.2.4 Rest of the World

7 COMPETITIVE LANDSCAPE

• 7.1 Company Profiles
  • 7.1.1 Texas Instruments Incorporated
  • 7.1.2 STMicroelectronics
  • 7.1.3 NXP Semiconductors
  • 7.1.4 Microchip Technology Inc.
  • 7.1.5 Onsemi
  • 7.1.6 Renesas Electronics Corporation
  • 7.1.7 Skywork Solutions Inc.
  • 7.1.8 Maxim Integrated Products Inc.
  • 7.1.9 Analog Devices, Inc.
  • 7.1.10 Infenion Technologies
  • 7.1.11 Taiwan Semiconductor Co., Ltd.

8 INVESTMENT ANALYSIS

9 FUTURE OF THE MARKET