電力電子：市場佔有率分析、產業趨勢與統計、成長預測，2024-2029 年

上年度電力電子市場估計為291.9億美元。

預測期內市場規模預計將達到 377.2 億美元，複合年成長率為 4.53%。電力電子產品需求的成長是由各種蓬勃發展的應用所推動的，包括電動車和混合電動車(xEV)、工廠自動化、太陽能、風力發電機、UPS 和消費性電子產品。

主要亮點

• 值得注意的是，電能的消耗持續成長，用電的應用數量持續增加。預計總能源消耗的 60% 以上將轉化為電力，必須盡可能有效地生產、分配和使用電能。而且，新的氣候變遷也堅持為未來尋找永續的解決方案。在這些不斷發展的條件下，兩項再生能源來源以及在輸配電、發電和終端中使用高效電力電子技術。用戶應用正在推動電力電子技術的發展。
• 電力電子產業處於一個動態環境中，由於眾多趨勢而不斷變化。電力電子裝置和系統存在於整個電力供應鏈中，從發電廠到整個電網，因此影響它們的因素很多。也適用於消耗電力的物品。都是完全不同的環境，受到的影響也不同。
• 降低能耗是影響能源產業的主要趨勢之一，而電力電子技術已成為根據負載的需求精確控制電能從電源到負載的流動的關鍵技術。因此，電力電子負責整個供電基礎設施的可靠性和穩定性，從電源、能源傳輸和分配到工業、交通系統以及家庭和辦公室電器產品的各種應用。
• 例如，當將市電或電池電壓轉換為電子設備使用的電壓時，先進的電力電子裝置可以將能量損失減少約 50%。然而，儘管電力電子技術非常重要，但即使是資訊的公眾也需要更加意識到它在現代工業社會中的作用。
• 此次疫情也加速了物聯網的採用，對市場產生了正面影響。例如，全球行動衛星供應商 Inmarsat 最近的一項研究發現，自 COVID-19 大流行開始以來，採用工業物聯網 (IoT) 的公司的成熟度迅速提高。

電力電子市場趨勢

電子領域對高能源和節能設備的需求不斷增加預計將推動市場成長

• 不斷電系統(UPS)、伺服器電源、電源轉換器和馬達驅動裝置等工業設備消耗了全球大部分電力。因此，提高工業電源的效率可以顯著降低企業的營運成本。隨著更大的功率密度和更好的熱性能，對高效能電源的需求呈指數級成長。
• 目前，功率半導體最常見的應用之一是不斷電系統。這通常是為了保護電腦、資料中心、通訊設備和其他電氣設備等硬體，在這些設備中，意外斷電可能會導致人身傷害、死亡、重大業務損失或資料中斷或遺失。不斷電系統通常包括電池和使用 IGBT（絕緣柵雙極電晶體）的逆變器。
• 對高效率電源的需求正在迅速增加。有幾個因素正在推動這種擴張。首先是世界日益認知到高效率、明智地使用能源的重要性。控制電力的功率半導體是有助於減少全球社會二氧化碳排放的關鍵裝置，其應用不斷擴大，需求不斷增加。
• 電動馬達驅動器是每個產業的重要元素。它們同樣用於驅動泵浦、風扇、皮帶輸送機、移動懸掛式汽車和電梯，以及生產壓縮空氣和冷凍。電動裝置應用普及，佔工業用電量的大部分。
• 使用高效能功率半導體可以設計出有效且可靠的多維機器人。因此，工業機器人的安裝量將會增加，市場前景看好。根據國際機器人聯合會（IFR）的數據，去年全球安裝的機器人數量大幅反彈，成為機器人產業有史以來最好的一年。隨著自動化趨勢的持續發展和持續的技術創新，整個行業的需求處於高水準。

亞太地區預計將快速成長

• 亞太地區目前主導全球半導體市場，並得到政府政策的進一步支持，根據市場研究預計將主導市場。據SIA稱，中國、日本、台灣和韓國約佔全球半導體產量的75%，越南、泰國、馬來西亞和新加坡等其他國家也對該地區的市場主導地位做出了重大貢獻。
• 2023年4月舉辦的PowerUP Asia會議暨展覽會介紹了電力電子領域的最新技術發展與趨勢，包括WBG元件、功率半導體及相關技術。電動車(EV) 產業的成長、對採用可再生能源的呼聲日益高漲、工業自動化的趨勢以及家用電子電器產品需求的不斷成長都在推動製造商提高能源效率、減少二氧化碳排放並變得更加環保。該公司表示，它正在支持電力電子產業的發展，因為它專注於「友善」能源。
• 電力電子設備在電動車中變得越來越普遍，電動車需要高功率來旋轉電動馬達。 MOSFET（金屬氧化物半導體場效電晶體）和 IGBT 等功率元件是動力傳動系統系統中的電力電子交換器。該市場的顯著成長歸因於印度、中國和日本等國家對節能混合電動車的需求不斷增加，以減少日益嚴重的環境污染的影響。
• 例如，中國的汽車產業正在崛起，該地區在全球汽車產業中發揮越來越重要的作用。中國是電動車普及最高的國家之一。根據中國小客車協會統計，2022年中國電動車及插電式汽車銷量為567萬輛。這是因為政府補貼和急劇上升油價導致消費者轉換高耗油車款。隨著電動車產業的發展，電力電子的需求也有望快速成長。
• 此外，由於交通和可再生能源等電力電子應用廣泛領域的市場開拓，日本電力電子市場正在快速成長。因此，在電動車車需求的推動下，日本汽車工業的快速擴張預計將成為該地區電力電子機會的主要動力。

電力電子產業概況

電力電子市場競爭對手之間的敵意強度很高，預計在預測期內將保持不變。該市場對新參與企業設置了較高的進入壁壘，但由幾個新參與企業推動。

其他福利：

• Excel 格式的市場預測 (ME) 表
• 3 個月分析師支持

目錄

第1章簡介

• 研究假設和市場定義
• 調查範圍

第2章調查方法

第3章執行摘要

第4章市場洞察

• 市場概況
• 產業吸引力－波特五力分析
  • 供應商的議價能力
  • 買方議價能力
  • 新進入者的威脅
  • 替代品的威脅
  • 競爭公司之間敵對關係的強度
• 評估 COVID-19 對產業的影響
• 技術簡介

第5章市場動態

• 市場促進因素
  • 電子領域對高節能設備的需求不斷增加
  • 綠色能源發電需求不斷成長
• 市場抑制因素
  • 積體電路需求增加

第6章市場區隔

• 按成分
  • 離散的
  • 模組
• 按材質
  • 矽/鍺
  • 碳化矽（SiC）
  • 氮化鎵（GaN）
• 按最終用戶產業
  • 車
  • 消費性電子產品
  • 資訊科技/通訊
  • 軍事/航太
  • 產業
  • 能源/電力
  • 其他
• 按地區
  • 北美洲
  • 歐洲
  • 亞太地區
  • 拉丁美洲
  • 中東/非洲

第7章競爭形勢

• 公司簡介
  • ON Semiconductor Corporation
  • ABB Ltd.
  • Infineon Technologies AG
  • Texas instruments Inc.
  • ROHM Co. Ltd
  • STMicroelectronics NV
  • Renesas electronic corporation
  • Vishay Intertechnologies Inc.
  • Toshiba Corporation
  • Mitsubishi Electric Corporation

第8章供應商市場佔有率分析

第9章投資分析

第10章市場的未來

The power electronics market is estimated at USD 29.19 billion in the previous year. The market is expected to reach USD 37.72 billion over the forecast period, registering a CAGR of 4.53%. This growing demand for power electronics comes from various booming applications, including electric and hybrid electric vehicles (xEV), factory automation, photovoltaics, wind turbines, UPS, and home appliances.

Key Highlights

• Notably, electrical energy consumption continues to grow, and more applications are being introduced based on electricity. More than 60 percent of total energy consumption is expected to be converted into electricity for use, and electrical energy must be produced, distributed, and used as efficiently as possible. Further, emerging climate change also argues for finding future sustainable solutions. Under such evolving circumstances, two major technologies that are likely to play essential roles in solving parts of those future problems include the change in electrical power production from conventional, fossil (and short-term) based energy sources to renewable energy sources and usage of highly efficient power electronics in power transmission/distribution, power generation, and end-user application, thus driving the role of power electronics.
• The power electronics industry is experiencing a dynamic environment that is constantly changing due to numerous trends. As power electronic devices and systems exist throughout the power supply chain, from the power plant to the entire power grid, the factors that influence them can vary widely. And then to items that consume electricity. All are very different environments and are affected differently.
• Reducing energy consumption is one of the major trends impacting the energy industry, and power electronics are emerging as a key technology to precisely control the flow of electrical energy from the source to the load, depending on the load requirements. Thus, it is responsible for the reliability and stability of the whole power supply infrastructure from the sources, the energy transmission and distribution up to the huge variety of applications in the industry, transportation systems, and home and office appliances.
• For instance, advanced power electronics could realize savings of about 50 percent of the energy losses in converting from mains or battery voltages to those being utilized in electronic equipment. But despite the tremendous importance of power electronics, there needs to be more awareness of the role of power electronics in modern industrial society, even in the well-informed general public.
• The pandemic also accelerated the adoption of IoT, which positively impacted the market. For instance, a recent study by global mobile satellite provider Inmarsat found that the maturity of companies adopting the Industrial Internet of Things (IoT) has increased rapidly since the start of the COVID-19 pandemic.

Power Electronics Market Trends

Rising Demand for High-energy and Power-efficient Devices in the Electronics Segment is Expected to Drive the Market Growth

• Industrial appliances such as uninterruptible power supplies (UPS), server power supplies, power converters, and motor drives consume a significant portion of the world's power. Therefore, any increase in efficiency in industrial power supplies will substantially reduce a company's operating costs. With greater power density and better thermal performance, the demand for high-efficiency power supplies is increasing exponentially.
• Currently, one of the most popular applications for power semiconductors is uninterruptible power supplies. It is typically used to protect hardware such as computers, data centers, communications equipment, and other electrical equipment where an unexpected power failure could result in injury, death, critical business loss, and interruption or loss of data. Uninterruptible power supply systems usually contain batteries and an inverter that uses IGBT (insulated-gate bipolar transistor).
• The need for high-efficiency power sources is growing at a rapid pace. Several causes are fueling this expansion. The first is a growing global awareness of the importance of using energy efficiently and wisely. Power semiconductors for controlling electric power are attracting wider applications and increasing demand as key devices that can help lower a global society's carbon footprint.
• Electric motor drives are one of the key elements in any industry. They drive pumps, fans, and conveyor belts, move hoisting vehicles and elevators, and are used to the same extent to generate compressed air or refrigeration. Owing to their widespread deployment, electric drives account for a significant portion of the power used in the industry.
• Using efficient power semiconductors allows for the design of effective, reliable, and multi-dimensional robots. Thus, increasing the installation of industrial robots creates a positive outlook for the market. According to the International Federation of Robotics (IFR), robot installations worldwide recovered strongly the year before, making it the most successful year ever for the robotics industry. With the continued trend toward automation and continued technological innovation, demand has reached high levels across the industry.

Asia-Pacific Expected to be the Fastest Growing Region

• The Asia-Pacific region dominated the electronic power market in the previous year and is expected to grow considerably and continue dominating over the forecast period. The lucrative opportunities in consumer electronics, automotive, telecom, and industrial applications in the Asia-Pacific region are responsible for the sizeable market share and regional growth.
• The region of Asia-Pacific is anticipated to dominate the market studied because it currently dominates the global semiconductor market, further supported by government policies. According to SIA, China, Japan, Taiwan, and South Korea account for about 75 percent of the world's semiconductor production collectively, and other countries like Vietnam, Thailand, Malaysia, and Singapore also make significant contributions to the region's market dominance.
• In April 2023, the PowerUP Asia conference and exhibition highlighted the most recent technological developments and trends in power electronics, including WBG devices, power semiconductors, and related technologies. It stated that the growing electric vehicle (EV) industry, rising calls for renewable energy adoption, industrial automation trends, and rising consumer electronics demand are all fueling the growth of the power electronics industry as manufacturers focus on power efficiency, carbon reduction, and 'greener' energy.
• Power electronics are becoming increasingly common in EVs, requiring high-power energy to rotate electric motors. Power components like MOSFETs (metal-oxide-semiconductor field-effect transistors) and IGBT are power electronic switches in power train systems. The significant market growth can be attributed to the rising demand for energy-efficient hybrid electric vehicles in several nations, including India, China, Japan, and others, to reduce the effects of rising environmental pollution.
• For instance, China's automotive sector has increased, and the region plays a more significant role in the global auto industry. China is one of the top countries to adopt electric vehicles, which are becoming increasingly popular. In 2022, China sold 5.67 million EVs (electronic vehicles) and plug-ins, according to the China Passenger Car Association, as consumers switched from gas-guzzler models due to government subsidies and high oil prices. With the EV industry, it is anticipated that demand for power electronics will increase quickly.
• In addition, the market for power electronics in Japan is rapidly growing due to developments in several industries, including transportation, renewable energy, and other fields where power electronics have a wide range of applications. As a result, it is anticipated that the Japanese automotive industry, which is expanding quickly due to demand for electric vehicles, will be the primary driver of opportunities for power electronics in the region.

Power Electronics Industry Overview

The intensity of competitive rivalry in the power electronics market is expected to be high and remain unchanged over the forecast period. The market comprises several global and popular players, such as ON Semiconductor, Infineon, ROHM, STMicroelectronics NV, and others. Although the market poses moderately high barriers to entry for new players, several new entrants have gained traction.

In May 2023, Infineon launched CoolSiC power modules using 3.3 kV MOSFETs in the XHP 2 package for traction applications. The FF2000UXTR33T2M1 and FF2600UXTR33T2M1 power modules use newly developed 3.3 kV CoolSiC MOSFETs and Infineon's XT interconnection technology. The modules come in an XHP 2 package specifically tailored for traction applications.

In May 2023, Mitsubishi Electric Corporation developed a new structure for a silicon carbide metal-oxide-semiconductor field-effect transistor (SiC-MOSFET) embedded with a Schottky barrier diode (SBD), which the company has applied in a 3.3 kV full SiC power module, the FMF800DC-66BEW for large industrial equipment such as railways and DC power systems.

In January 2023, Renesas Electronics announced a new gate driver IC designed to drive high-voltage power devices such as IGBTs (insulated gate transistors) and SiC (silicon carbide) MOSFETs for electric vehicle (EV) inverters. Moreover, As electric vehicles become more affordable, demand for automotive power semiconductors is increasing rapidly. The business continually increases its market share by providing various products to meet demand.

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 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 Assessment of COVID -19 impact on the Industry
• 4.4 Technology Snapshot
  • 4.4.1 Power Generation and Storage
  • 4.4.2 Sensing and Measurement
  • 4.4.3 Power Management and Distribution
  • 4.4.4 Other Functions

5 MARKET DYNAMICS

• 5.1 Market Drivers
  • 5.1.1 Rising Demand for High-energy and Power-efficient Devices in the Electronics Segment
  • 5.1.2 Demand for Green Energy Power Generation Drives
• 5.2 Market Restraints
  • 5.2.1 Rising Demand for Integrated Circuits

6 MARKET SEGMENTATION

• 6.1 By Component
  • 6.1.1 Discrete
  • 6.1.2 Module
• 6.2 By Material
  • 6.2.1 Silicon/Germanium
  • 6.2.2 Silicon Carbide (SiC)
  • 6.2.3 Gallium Nitride (GaN)
• 6.3 By End-user Industry
  • 6.3.1 Automotive
  • 6.3.2 Consumer Electronics
  • 6.3.3 IT and Telecommunication
  • 6.3.4 Military and Aerospace
  • 6.3.5 Industrial
  • 6.3.6 Energy and Power
  • 6.3.7 Other End-user Industries
• 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 and Africa

7 COMPETITIVE LANDSCAPE

• 7.1 Company Profiles
  • 7.1.1 ON Semiconductor Corporation
  • 7.1.2 ABB Ltd.
  • 7.1.3 Infineon Technologies AG
  • 7.1.4 Texas instruments Inc.
  • 7.1.5 ROHM Co. Ltd
  • 7.1.6 STMicroelectronics NV
  • 7.1.7 Renesas electronic corporation
  • 7.1.8 Vishay Intertechnologies Inc.
  • 7.1.9 Toshiba Corporation
  • 7.1.10 Mitsubishi Electric Corporation

8 VENDORS MARKET SHARE ANALYSIS

9 INVESTMENT ANALYSIS

10 FUTURE OF THE MARKET