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OSD市場調査 2020年:オプトエレクトロニクス、センサ、ディスクリート半導体市場分析・予測

O-S-D Report 2020

 

出版社 出版年月電子版価格 ページ数図表数
IC Insights
ICインサイツ社
2020年4月US$7,290
マルチユーザコーポレートライセンス
350 240

サマリー

この調査レポートは、光エレクトロニクス、センサ/アクチュエータ(MEMSを含む)、ディスクリートの、3つの半導体製品市場(O-S-D)と技術について、調査・分析しています。

調査範囲

光エレクトロニクス

  • CCDとCMOSイメージセンサ
  • 高輝度LEDと標準LED
  • レーザー送信機とピックアップ
  • 赤外線装置
  • 光カプラー、アイソレータ、光スイッチ
  • デジタル文字ディスプレイ
  • 光センサーとその他の光デバイス

センサ/アクチュエータ

  • 圧力センサ(MEMSベースのマイク機器を含む)
  • 加速度センサ/ヨーセンサ
  • 磁場センサ
  • MEMSベースアクチュエータ
  • その他のセンサ(例:温度、湿度、ガス監視チップ)

ディスクリート

  • パワートランジスタ/モジュール
  • 小信号トランジスタ
  • スイッチングトランジスタ
  • ダイオード、整流器、サイリスタ
  • RF/マイクロ波トランジスタ/モジュール

主な掲載内容(目次より抜粋)

  1. エグゼクティブサマリー
  2. 半導体市場展望
  3. デバイスタイプ別OSD市場概要
  4. 光エレクトロニクス市場
  5. センサとアクチュエータ市場
  6. ディスクリート市場
  7. 光エレクトロニクス技術
  8. センサとアクチュエータ技術
  9. ディスクリート技術

Introduction

 

The semiconductor universe consists of integrated circuits (ICs) and optoelectronic, sensor, and discrete (O-S-D) components. Although often overlooked in the past, the O-S-D market segments now command more attention due to a number of high-growth product categories that have consistently outperformed ICs and several "hot" emerging technologies that have moved into volume production.  Among these technologies are microelectromechanical systems (MEMS) for sensors and actuators, CMOS image sensors for a growing range of embedded cameras, laser semiconductors for optical communications and depth scanning in 3D imaging systems, and high-brightness light-emitting diodes (HB-LEDs) for solid-state lighting applications.

IC Insights' 2020 O-S-D Report covers all the product categories of the optoelectronics, sensors/actuators, and discretes markets, which together accounted for 19% of total semiconductor sales in 2019, compared to 16% in 2009, and 13% in 1998.

Key Findings Include

  • With few exceptions, O-S-D's share of total semiconductor sales has been trending higher since the end of the 1990s.  In 2019, O-S-D sales as a percent of total semiconductor sales swelled to 19.4% because of the steep 15% decline in the IC market.  By 2024, O-S-D sales are projected to represent a more typical 17.4% of total semiconductor sales with the rest coming from ICs.
  • The O-S-D market grew 5% in 2019 to $86.1 billion, marking its 10th consecutive year of increasing sales.  However, the economic fallout from the global Covid-19 virus crisis is expected to break the string of record-high O-S-D sales in 2020.
  • After 9% growth in 2019, the optoelectronics market is forecast to drop 6% in virus-plagued 2020 and then rebound with 10% growth in 2021. Optoelectronics growth in the next five years will be driven by CMOS image sensors for embedded cameras, automotive safety, vision-based automation, laser transmitters for optical networks and new 3D imaging applications, and more powerful LEDs for solid-state lighting. The sensor/actuator market is forecast to drop 4% in 2020, but sales are also expected to recover in 2021. Unit demand for sensors and actuator semiconductors continues to be driven by automation of embedded controls, more connections to Internet of Things, and the miniaturization of measurements.  Discrete semiconductor sales declined 1% in 2019 and are forecast to fall another 8% in 2020 to $25.0 billion and then begin a slow-but-steady recovery in 2021. Power transistors remain the growth engine in the commodity-filled discretes market.
  • New fast-growing and emerging applications, such as machine vision, image recognition, ongoing electrification of cars, automated driving, IoT, solid-state lighting, and multi-sensor "fusion" in intelligent systems are forecast to lift total O-S-D sales to $104.4 billion in 2024, which equates to a CAGR of 4% through the forecast.

Discover many facts like these in the O-S-D Report

Internet access to the report is included with every purchase!

The O-S-D Report is accessible over the Internet. Using the provided password, the valuable market data in the O-S-D Report can be viewed with any computer connected to the Internet. Documents are keyword searchable and include color graphs, tables, and illustrations. This is a great solution for those times when you're traveling.


Report Contents and Summaries
The O-S-D Report offers a substantial amount of information on many facets of the optoelectronic, sensor/actuator, and discrete industries. With 350 pages and more than 240 tables, graphs, and illustrations, the O-S-D Report provides a thorough look at market and technology trends related to O-S-D devices.

Included are an overview of the global semiconductor market outlook and cycles; extensive tables of market, unit, and pricing data through the year 2024; end-use application and regional market analysis; leading supplier rankings; device history and technology trends; diagrams and illustrations of devices and packages; and more!

Optoelectronics
• CCD and CMOS Image Sensors
• High-Brightness and Standard LEDs
• Laser Transmitters and Pick-Ups
• Infrared Devices
• Optocouplers, Isolators, Optical Switches
• Digital Character Displays
• Light Sensors and Other Opto Devices

Optoelectronics remains the second-largest semiconductor market behind ICs.  This market continues to see solid growth fueled by the spread of image sensing, 3D machine vision, artificial intelligence-driven human recognition capabilities, and high-speed optical communications.  For the third year in a row, optoelectronics sales increased by 9% in 2019 with strong unit demand occurring in light sensors, laser transmitters, CMOS image sensors, and the recovery of laser storage pick-up devices.  In 2019, light sensor sales surged 34% and CMOS image sensor revenue climbed 30%. Laser transmitter sales grew 14% despite a 13% drop in the average selling price, and laser storage pick-up devices increased 10%. Sales of optoelectronics are forecast to grow by a CAGR of 4.9% through 2024.

Image

Sensors/Actuators
• Pressure Sensors (Including MEMS-based Microphone Devices)
• Acceleration/Yaw Sensors (For Consumer, Cellphones, Automotive, and Other Systems)
• Magnetic-Field Sensors (including compass chips)
• MEMS-based Actuators
• Other Sensors (e.g., Temperature, Humidity, and Gas Monitoring Chips)

High-volume applications and greater automation in "intelligent" systems—such as driver-assist features in cars and fully autonomous vehicles—are expanding the sensor and actuator market, but price erosion is keeping sales growth in check.  Total sensor sales grew 3% in 2019 but the average selling price for all sensors fell 8%.  Within the large and diverse actuator product category, sales declined 1%.  Total sensors/actuators sales are forecast to rise 3% in 2020. Products built with MEMS technology now generate about 83% of total sensors/acuators sales.  New applications in intelligent embedded control, automation in cars, and the Internet of Things are expected to help expand total sensors/actuators sales by a CAGR of 6.0% through 2024 with unit volumes increasing by an average rate of 8.2%.

Image

Discretes
• Power Transistors/Modules
• Small-Signal Transistors
• Switching Transistors
• Diodes, Rectifiers, and Thyristors
• RF/Microwave Transistors/Modules

Two years of unusually strong sales growth in discretes came to a halt in 2019 when shortages ended for power transitors and other widely used parts.  Weakness in the global economy and the fallout from the U.S.-China trade war also lowered demand in most discrete product categories.  Discretes sales are forecast to grow by a CAGR of 1.1% in the 2019-2024 period.  The marketshare of power transistors in discretes will continue to edge higher to about 66% of total sales by 2024.  In power discretes, a revolution is underway with GaN and SiC technologies replacing silicon

Image



目次

Table of Contents

Section  1.      Executive  Summary ........................ 1-1

Section  2.     Semiconductor  Market  Outlook ................... 2-1

The Electronic System/Semiconductor Relationship ................. 2-1
Semiconductor Content in Systems ...................... 2-7
Macroeconomics ........................... 2-8
Worldwide GDP Outlook and Impact on O-S-D Growth ............... 2-8
The Global Semiconductor Market ..................... 2-10
Semiconductor Market History and Forecast ................. 2-10
The Semiconductor Cycle ........................ 2-13
Consumer Markets and Consolidation Impacts Growth .............. 2-13
Semiconductor Market Forecast Assumptions .................. 2-14
2020 Industry Forecast Assumptions .................... 2-14
2021-2024 Semiconductor Forecast Assumptions ............... 2-16
2014-2024 Market Unit, and ASP Analysis ................ 2-17
The Changing O-S-D Landscape .................... 2-23
Unit Volume Trends ......................... 2-25
Market Forecast by Region ........................ 2-30
Top Suppliers of Optoelectronics, Sensors/Actuators, and Discretes ............ 2-33

Section  3.     O-S-D  Market  Overview  by  Device  Type ................. 3-1    

Section  4.     Optoelectronics  Market ..................... 4-‐1  

Overview .............................. 4-‐1
Optoelectronics Forecast ......................... 4-4
Optoelectronics Regional Markets and End-Use Applications ........... 4-8
Top Optoelectronics Suppliers ...................... 4-12
Transmitters Drive Laser Comeback ................... 4-13
Depth- and 3D-Sensing Growth in Lasers ................. 4-16
Image Sensors............................. 4-19
CMOS Image Sensor Expansion and Supplier Ranking .............. 4-21
Camera Phones and Other CMOS Image Sensor Apps................ 4-28
High-Brightness LEDs ......................... 4-34
LEDs Gain Ground in More Applications.................. 4-40
Growing LED Supplier Base Struggles with Oversupplies in Market ......... 4-44

Section  5.     Sensors  and  Actuators  Market ...................5-1

Overview ..............................5-1
Sensor/Actuator Forecast ..........................5-4
Sensor/Actuator Applications and Regional Marketshare ............5-8
Top Sensor/Actuator Suppliers .................... 5-12
MEMS-based Product Growth .................... 5-14
Sensor Outlook ........................... 5-20
Pressure Sensors ......................... 5-21
Acceleration & Yaw Sensors ........................ 5-24
Magnetic-Field Sensors......................... 5-26
Temperature Sensors ......................... 5-28
Application-Specific Sensor Trends ..................... 5-29
MEMS-based Microphone Devices.................... 5-29
Fingerprint Identification Sensors ................... 5-37
Actuators.............................. 5-39
Section  6.     Discretes  Market ........................6-1    
Overview ..............................6-1
Discretes Forecast...........................6-5
Regional Discretes Markets ...................... 6-11
Top Discretes Suppliers........................ 6-12
Power Transistor Outlook .......................... 6-14
Automotive Applications ........................ 6-25
RF/Microwave Discrete Devices ...................... 6-32

Section  7.     Optoelectronics  Technology.....................7-1

Overview ...............................  7-1
Progress in Silicon Photonics ......................7-2
Optical Network Communications......................7-7
Fiber-Optic Laser Transmitter Trends .................. 7-11
Optical-Storage Lasers ........................ 7-15
Blue Laser Challenges ........................ 7-17
Optocouplers and Optical Isolation .................... 7-19
Image Sensors............................. 7-22
CCDs Versus CMOS Image Sensors .................... 7-24
CMOS Imaging Challenges and New Solutions .................. 7-26
3D Imaging with Time-of-Flight and Structured Light .............. 7-35
Light-Emitting Diodes (LEDs)...................... 7-41
Solid-State Lighting Progress ...................... 7-44
Methods of White LED Generation .................... 7-51
LED Packaging Advancements ...................... 7-53
Increasing LEDs Wafer Sizes ....................... 7-56

Section  8.     Sensors  and  Actuators  Technology ..................8-1

Overview ..............................8-1
Increasing Unit Volumes and Cutting Costs..................8-2
MEMS-based Transducers..........................8-4
Inertial Movement Sensors (Accelerometers & Gyroscopes) ..............8-5
Inertial Sensors Invade Volume Applications.................8-8
Accelerometer and Gyroscope Evolution ................... 8-10
“Sensor Fusion” Grows ........................ 8-17
Pressure Sensors .......................... 8-19
Tire-Pressure Measurement Systems .................... 8-23
Magnetic, Temperature, and Environmental Sensors ................. 8-28
Magnetometer Electronic Compasses .................... 8-34
Fingerprint Sensors.......................... 8-36
Actuators.............................. 8-40
Microfluidic Devices......................... 8-40
Micro-Mirrors and Spatial Light Modulation .................. 8-44
MEMS-based RF Filters and Silicon Oscillators................. 8-48
MEMS-based Silicon Timekeeping Units................. 8-51

Section  9.     Discretes  Technology .......................9-1

Overview ..............................9-1
Growth and Specialization in the Last Six Decades ................9-2
Diodes Get Smaller and Optimized ....................9-4
Discrete Transistor Improvements ......................9-8
Power Transistor Evolution ......................... 9-11
High- and Low-Voltage MOSFETs ...................... 9-14
High-Voltage Superjunction MOSFETs ................. 9-18
Power MOSFET Packaging Trends .................... 9-23
IGBTs .............................. 9-26
Bipolar Power Transistors ........................ 9-31
RF and Microwave Transistors ...................... 9-32
Silicon RF vs. Compound Semiconductors ................. 9-35
GaN & SiC Power Transistors....................... 9-42
GaN vs. SiC in Power Discrete Applications .................. 9-46

 

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