Global Power Semiconductor Industry Analysis

According to IC Insights statistics, global #semiconductor shipments will show an upward trend from 2016 to 2021. In 2021, global semiconductor shipments will reach 1.14 trillion pieces, a year-on-year increase of 13.36%.

#Infineon is firmly in the leading position in the global power semiconductor industry, and the market concentration of the industry has increased slightly

According to HIS statistics, the top 5 companies in the global power semiconductor industry from 2016 to 2020 are mainly Infineon, ON Semiconductor, #Mitsubishi, STMicroelectronics and Toshiba, among which Infineon has the largest market share in the global power semiconductor industry. The market share reached 19.7%. Based on the data disclosed by HIS, a preliminary calculation made a preliminary calculation of the market share of TOP5 companies in the global power semiconductor industry in 2021. Infineon's market share in 2021 is about 20%.

Supply distribution of the global power semiconductor industry: mainly concentrated in the United States, Europe and Japan

Headquarters of the world's leading power semiconductor manufacturers are mainly located in the United States, Europe and Japan. American power semiconductor companies are represented by #ONSemi Group, European semiconductor companies are represented by Germany's #Infineon, Japanese semiconductor companies are represented by #Toshiba Semiconductor, and the rest The distribution of some leading enterprises is as follows:

Electric vehicles and photovoltaics are the driving force behind the growth of demand for power semiconductors, and the market size of the industry is expected to exceed US$50 billion in 2027

The future development trend of the global power semiconductor industry may mainly be that electric vehicles and photovoltaics are the driving force for the growth of power semiconductor demand, and silicon carbide has excellent performance and rapid expansion of downstream demand. The detailed analysis is as follows:

Power semiconductors have been at the edge of the semiconductor field for a long time. Compared with other semiconductor industries, the power semiconductor industry has received relatively weak attention, but power semiconductors still have a strong importance in practical applications. In the future, with the new With the development of downstream demand industries such as energy vehicles and electrical appliances, the volume of the power semiconductor industry may continue to increase.

Based on this, Lansheng Technology predicts that the market size of the global power semiconductor industry may exceed US$50 billion in 2027, and the compound growth rate from 2022 to 2027 may reach 3%.