手機半導體市場 - 增長、趨勢、COVID-19 的影響、預測 (2023-2028)

手機半導體市場在預測期內以 7.49% 的複合年增長率增長。

手機的智能化以及 LTE 和 5G 等下一代移動通信標準的快速推出是推動手機採用半導體元件的主要因素。

主要亮點

• 整個半導體行業的增長正在放緩，我們也看到了智能手機業務的波動。 然而，由於智能手機越來越多地採用基於射頻的應用，手機半導體市場得以小幅增長。 在許多地區，尤其是亞太地區，智能手機業務是半導體行業的最大消費者。
• 從去年開始，智能手機行業進入了成熟期，對手機半導體行業產生了一定的影響。 然而，隨著 5G 技術的出現和政府批准採用 5G 技術，智能手機用戶有望從支持 4G 和 LTE 技術的手機遷移到 5G 技術，這為研究目標市場創造了巨大的機會。我猜。
• 平板電腦、智能手機和電子書閱讀器等移動設備的出貨量不斷增加，應用處理器、調製解調器、MEMS 傳感器、無線連接 IC、音頻 IC 等各種半導體組件正在推動增長
• RF 收入增長的推動因素是更多的頻段間、更多的載波聚合以及更高階 MIMO 配置的更多采用，以及智能手機 ASP 的增長。 預計這一趨勢將在 2019 年繼續，部分 5G 智能手機將增加 6GHz 以下的 5G 中間頻段和毫米波模塊。
• 半導體供應鏈的變化、美中貿易戰、俄烏戰爭導致的市場波動，以及商業模式的變化，為一些製造商帶來了機遇，同時也給其他製造商帶來了威脅。我來了。
• 但是，全球 COVID-19 大流行擾亂了供應鍊和生產，尤其是在亞太地區。 由於亞太地區是過去幾十年的世界製造中心，主要的半導體製造行業受到了很大的影響。

手機半導體市場趨勢

記憶驅動市場

• 智能手機等終端設備中的雲計算和虛擬現實等技術進步可能會推動該行業的大部分增長。 此外，DRAM和NAND閃存平均售價的大幅上漲也將有助於盈利。
• 一般來說，閃存和 DRAM 的新容量將抵消預期的價格下降，從而使這些設備實現更好的供需平衡，從而增加對企業固態硬盤 (SSD)、增強現實和虛擬 它將可能支持現代應用程序，例如現實、人工智能、圖形和其他復雜的實時工作負載能力。
• 但是，新興的內存技術勢必會蠶食該行業的大量 DRAM 需求。 2022年8月，美光科技宣布計劃到2030年投資400億美元擴大其在美國的半導體製造能力。
• Micron 的 DRAM 芯片用於從智能手機到數據中心服務器的各種應用。 該公司擴大其在美國製造部門的計劃預計將得到 CHIPS 和科學法案規定的各種減免和補貼的支持。 該公司的努力有望在預測期內提振手機半導體市場的內存需求，提振手機半導體市場。

亞太地區主導手機半導體市場

• 亞太地區是手機和半導體技術的主要市場之一。 該地區主導著半導體和智能手機製造業。 這兩個市場的大多數主要公司都位於亞太地區，其餘公司也在亞太地區開展業務。
• 該地區還主導著全球半導體市場。 智能手機和半導體產量的增加，尤其是在新興國家，也增加了該地區對移動半導體的需求。 印度、越南、泰國和新加坡等國家見證了越來越多的智能手機製造商在該地區設立製造廠。
• 例如，2022 年 11 月，Apple 宣布計劃根據印度政府的“印度製造”計劃在印度開設其最大的製造工廠之一。 新的製造部門預計將成為 Apple 在該地區最大的製造部門。 該公司的努力有望振興該地區的手機半導體市場。
• 中國、韓國、日本、新加坡和台灣是該地區一些高度發達的半導體生產國。 然而，馬來西亞和印度等國家也正在成為潛在市場。 這些國家也為市場研究提供了巨大的機會，因為智能手機市場也很大。 馬來西亞已成為半導體出口的主要市場之一。
• 2021 年 5 月，韓國宣布了一項雄心勃勃的計劃，即在未來十年內投資約 4500 億美元，建設全球最大的芯片製造基地。 繼中國和美國之後，爭奪這一關鍵技術的主導地位已經成為全球性的競爭。 此外，隨著各大公司紛紛轉向手機半導體市場，手機半導體市場的競爭日趨激烈。

手機半導體市場競爭者分析

手機半導體市場是一個高度分散的市場，由幾家大公司主導。 專注於創新的大公司的各種收購和合作已經發生，預計很快就會發生。 市場上的主要參與者包括三星電子和高通技術公司。 這些公司正在利用戰略合作來增加市場份額和盈利能力。

• 2022 年 8 月 - 美光科技公司宣布計劃到 2030 年投資 400 億美元，以擴大其在美國的半導體製造能力。 新的製造部門有望幫助公司提高其在市場上的製造能力。

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

第四章市場動態

• 市場概覽
• 市場驅動因素和限制因素簡介
• 市場驅動力
  • 快速引入下一代移動通信標準，例如 LTE 和 4G
  • Multicom 解決方案的出現
• 市場製約因素
  • 製造複雜性
  • 消費者需求超過工廠產能
• 行業吸引力 - 波特五力分析
  • 買家的議價能力
  • 供應商的議價能力
  • 新進入者的威脅
  • 替代品的威脅
  • 競爭公司之間的敵對關係
• 工業價值鏈分析
• 評估 COVID-19 對市場的影響

第 5 章市場細分

• 組件類型
  • 移動處理器
  • 內存
  • 邏輯芯片
  • 模擬
• 按地區
  • 北美
  • 歐洲
  • 亞太地區
  • 拉丁美洲
  • 中東

第六章競爭格局

• 公司簡介
  • Samsung Electronics
  • Qualcomm Technologies, Inc.
  • MediaTek Inc.
  • NXP Semiconductors N.V.
  • Broadcom Inc.
  • Skyworks Solutions Inc.
  • Intel Corporation
  • Huawei Technologies Co. Ltd
  • Micron Technology Inc.
  • Qorvo Inc.

第7章 投資分析

第8章 市場機會未來動向

The Mobile Phone Semiconductor Market grew at a CAGR of 7.49% during the forecast period. The increasing adoption of smart technologies in mobile phones and the rapid introduction of next-generation mobile-communications standards, like LTE or 5G, are some of the major factors driving the adoption of semiconductor components in mobile phones.

Key Highlights

• The overall semiconductor industry witnessed lesser growth, and the smartphone business was also fluctuating. However, the mobile phone semiconductor market was able to witness marginal growth, owing to the increasing adoption of RF-based applications in smartphones. In many regions, especially Asia-Pacific, the smartphone business was the largest consumer of the semiconductor industry.
• Since the past year, the smartphone industry has been witnessing a nearing maturity state which is affecting the mobile phone semiconductor industry. However, with the advent of 5G technology and the government's approval for the adoption of 5G technology, it is expected to enable smartphone users to shift from phones supporting 4G and LTE technology to 5G technology which would create huge opportunities for the studied market.
• With the increasing shipments of mobile devices such as tablets, smartphones, and e-book readers have been growing and are driving the growth for a range of semiconductor components, including applications processors, modems, MEMS sensors, wireless connectivity ICs, and audio ICs in these devices.
• The increased revenue of RF was generated from its growing adoption among more bands, a larger number of carriers aggregated, and higher-order MIMO configurations supported by an increase in smartphone ASPs. This trend was expected to continue in 2019, with the addition of the mid-band spectrum for sub-6GHz 5G and mmWave modules in some 5G phones.
• Changes in the semiconductor supply chain, the market fluctuation due to the US-China trade war, the Russia-Ukrain war, and the shifting business models created opportunities for some manufacturers while posing a threat to others.
• However, the significant outbreak of the COVID-19 pandemic globally disrupted the supply chain and production, especially in the Asia-Pacific region. Major semiconductor manufacturing industries have been significantly affected as a result of Asia-Pacific being a world production center over the past two to three decades.

Mobile Phone Semiconductor Market Trends

Memory to Significantly Drive the Market

• A large portion of the growth in this segment would be driven by ongoing technological advancements such as cloud computing and virtual reality in end devices such as smartphones. Sharply higher average selling prices (ASPs) for dynamic random access memory (DRAM) and NAND flash chips also substantially generate revenues.
• In general, the expected price decreases would be offset by new capacity for flash memory and for DRAM, which would result in a better balance of supply and demand for these devices to support more latest applications such as enterprise solid-state drives (SSDs), augmented and virtual reality, artificial intelligence, graphics, and other complexes, real-time workload functions.
• However, emerging memory technologies are poised to cannibalize huge chunks of the DRAM demand in the industry. In August 2022, Micron Technology Inc., announced its plan to spend USD 40 billion through 2030 to expand its semiconductor production capacity in the United States.
• Micron's DRAM chips are used for applications in a variety of devices ranging from smartphones to data center servers. The company's plan to expand its manufacturing unit in the United States is expected to be supported by various credits and grants under the CHIPS and Science Act. Such initiatives by the company is expected to promote the demand for memory in the market providing a positive push to the mobile phone semiconductor market during the forecast period.

Asia-Pacific to Hold a Dominant Position in the Mobile Phone Semiconductor Market

• Asia-Pacific is one of the major markets for mobile phone and semiconductor technologies. The region is dominating semiconductor and smartphone manufacturing fields. Most of the major companies, in both the markets, are based in the Asia-Pacific region, while the remaining companies have a presence in the region.
• The region also dominates the global semiconductor market. The increasing smartphone and semiconductor production, especially in emerging countries, is also augmenting the mobile semiconductor demand in the region. Countries like India, Vietnam, Thailand, and Singapore, among others, are witnessing an increasing number of smartphone manufacturers setting up their manufacturing plants in the region.
• For instance, in November 2022, Apple announced its plan to open one of its largest manufacturing unit in India under the 'Make in India' initiative by the Indian Government. The new manufacturing unit is expected to be Apple's largest manufacturing unit in the region. Such initiatives by the company in the region are expected to ppromote the mobile pone semiconductor market in the region.
• China, South Korea, Japan, Singapore, and Taiwan are some of the highly developed semiconductor producers in the region. However, countries, like Malaysia and India, are also emerging as potential markets. The smartphone market is also massive in these countries; hence, they can offer enormous opportunity for the market studied too. Malaysia is emerging as one of the vital semiconductor export markets.
• In May 2021, South Korea announced its ambitious plans to spend roughly USD 450 billion to build the world's biggest chipmaking base over the next decade. joining China and the U.S. in a global race to dominate the key technology. Moreover, with the shift of various major companies to the

Mobile Phone Semiconductor Market Competitor Analysis

The Mobile Phone Semiconductor Market is a highly fragmented market, dominated by several major players. Various acquisitions and collaborations of large companies have taken place and are expected to take place shortly, which focus on innovation. Some of the key players in the market are Samsung Electronics and Qualcomm Technologies, Inc. These companies are leveraging strategic collaborative initiatives to increase their market share and increase their profitability.

• August 2022 - Micron Technology Inc. announced its plan to spend USD 40 billion through 2030 to expand its semiconductor production capacity in the United States. The new manufacturing unit is expected to help the company to increase its manufacturing capabilities in the market.

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 DYNAMICS

• 4.1 Market Overview
• 4.2 Introduction to Market Drivers and Restraints
• 4.3 Market Drivers
  • 4.3.1 Rapid Introduction of Next-generation Mobile-communications Standard, LTE or 4G
  • 4.3.2 Emergence of 'Multicom' Solutions
• 4.4 Market Restraints
  • 4.4.1 Complexity Regarding Manufacturing
  • 4.4.2 Consumer Demand Exceeding Factory Capacity
• 4.5 Industry Attractiveness - Porter's Five Forces Analysis
  • 4.5.1 Bargaining Power of Buyers
  • 4.5.2 Bargaining Power of Suppliers
  • 4.5.3 Threat of New Entrants
  • 4.5.4 Threat of Substitute Products
  • 4.5.5 Intensity of Competitive Rivalry
• 4.6 Industry Value Chain Analysis
• 4.7 Assessment of Impact of COVID-19 on the Market 

5 MARKET SEGMENTATION

• 5.1 Component Type
  • 5.1.1 Mobile Processors
  • 5.1.2 Memory
  • 5.1.3 Logic Chips
  • 5.1.4 Analog
• 5.2 Geography
  • 5.2.1 North America
  • 5.2.2 Europe
  • 5.2.3 Asia Pacific
  • 5.2.4 Latin America
  • 5.2.5 Middle East

6 COMPETITIVE LANDSCAPE

• 6.1 Company Profiles
  • 6.1.1 Samsung Electronics
  • 6.1.2 Qualcomm Technologies, Inc.
  • 6.1.3 MediaTek Inc.
  • 6.1.4 NXP Semiconductors N.V.
  • 6.1.5 Broadcom Inc.
  • 6.1.6 Skyworks Solutions Inc.
  • 6.1.7 Intel Corporation
  • 6.1.8 Huawei Technologies Co. Ltd
  • 6.1.9 Micron Technology Inc.
  • 6.1.10 Qorvo Inc.

7 INVESTMENT ANALYSIS

8 MARKET OPPORTUNITIES AND FUTURE TRENDS