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携帯電話半導体市場 - 成長、傾向、予測(2020 - 2025)

Mobile Phone Semiconductor Market - Growth, Trends, and Forecast (2020 - 2025)

出版日: | 発行: Mordor Intelligence LLP | ページ情報: 英文 131 Pages | 納期: 2-3営業日

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携帯電話半導体市場 - 成長、傾向、予測(2020 - 2025)
出版日: 2020年01月01日
発行: Mordor Intelligence LLP
ページ情報: 英文 131 Pages
納期: 2-3営業日
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  • 概要
  • 目次
概要

世界の携帯電話半導体市場は、2019年に449億3,100万米ドルとなりました。今後は 7.49%のCAGRで拡大し、2025年には693億300万米ドルに達すると予測されています。 通信、データ処理、スマートフォンといったセクターからの需要が、この半導体市場を大きく牽引しています。

当レポートでは、携帯電話半導体の世界市場を調査し、市場の概要、タイプ、地域別の市場動向、市場規模の推移と予測、市場促進・阻害要因ならびに市場機会の分析、競合情勢、主要企業のプロファイルなど包括的な情報を提供しています。

目次

第1章 イントロダクション

  • 調査成果
  • 調査の前提条件
  • 調査範囲

第2章 調査方法

第3章 エグゼクティブサマリー

第4章 市場のダイナミクス

  • 市場概況
  • 市場の成長要因と制約の概要
  • 成長要因
  • 阻害要因
  • ファイブフォース分析
    • 新規参入の脅威
    • 消費者の交渉力
    • サプライヤーの交渉力
    • 代替製品の脅威
    • 業界内での競争

第5章 市場セグメンテーション

  • コンポーネントタイプ別
    • モバイルプロセッサー
    • メモリー
    • ロジックチップ
    • アナログ
  • 地域別
    • 北米
    • 欧州
    • アジア太平洋
    • その他

第6章 競合情勢

  • 企業プロファイル
    • Samsung Electronics
    • Arm Limited
    • Qualcomm Technologies, Inc.
    • MediaTek Inc.
    • Skyworks Solutions Inc.
    • Qorvo Inc.
    • Huawei Technologies Co., Ltd.
    • Apple Inc.
    • NXP Semiconductors NV
    • Broadcom Inc.
    • SK Hynix Inc.
    • Micron Technolgy Inc.

第7章 市場機会および将来動向

第8章 投資分析

目次
Product Code: 67078

Market Overview

The Mobile Phone Semiconductor Market was valued at USD 44.931 billion in 2019 and is expected to reach USD 69.303 billion by 2025, at a CAGR of 7.49% over the forecast period 2020 - 2025. The market for the semiconductors that power wireless communications such as mobile phones are undergoing dramatic changes, which is growing at a rate of more than 25% annually which is further expected to grow with the introduction of 5G technology and growth in emerging markets. Today, mobile application processors operate at 10 to 15 percent of a typical laptop's computing power, yet that gap is rapidly narrowing as smartphones run applications from mobile video to mobile games, and their energy consumption is lower than a laptop's by a factor of 10 to 30 times. Owing to the introduction of LTE - or 4G, the use of the mobile Internet has created strong pull, as a result, LTE technology offering much-needed transmission bandwidth for mobile data, catering to the consumer need for fast connectivity on high-end smartphones, as a result, both handset original equipment manufacturers and telecommunications operators are expected to migrate to LTE as early as possible to take advantage of its greater speed and data capacity, as a result driving the market growth.

  • In addition, demand from the communications, data processing, and smartphone sectors will largely drive this market. Special-purpose application-specific integrated circuit (ASIC) and application-specific signal processor (ASSP) logic chips will make up the vast majority of the total market over the forecast period. Global mobile data traffic will increase seven-fold between 2017 and 2022, growing at a CAGR of 46% from 2017 to 2022, would reach 77.5 exabytes per month by 2022 (Cisco Systems, 2019) - a trend largely attributable to the rapid growth in the mobile video. In consequence, mobile operators will find it increasingly difficult to provide the bandwidth requested by customers. Furthermore, the spectral efficiency of mobile networks is reaching its physical limits. As a result of this architecture change, an increasing share of the integration work is likely done by baseband manufacturers rather than by handset makers.
  • In terms of growth, the United States has the fastest growth rate due to the rise of DRAM and high demand for MCUs, especially in the storage market. This market will continue to be the main contributor to revenues for the semiconductor industry in APAC. The Asia Pacific region has profited from a boom in the memory market as the rising price of memory generated great revenue. Mobile phone semiconductor production will continue to be centered in China. China has an ever-increasing demand for mobile phone semiconductors and is the world's largest purchaser and importer of chips due to its manufacturing prowess. Developing and strengthening the industry is a high priority of the Chinese government, with many budding companies in the early startup phase.

Scope of the Report

Mobile phones represent the most comprehensive application for the semiconductor market by revenue, but the market is saturating. The maturing of the mobile revolution and the strong growth opportunity presented by IoT are attracting the interests of many chipmakers.

Key Market Trends

Memory to Drive the Mobile Phone Semiconductor Market by Component Type

  • A large portion of the growth in this segment will 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 are also playing a substantial role in generating 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 complex, real-time workload functions.
  • However, Samsung's massive capital spending on its semiconductor division has created overcapacity in the memory market, the 3D NAND flash market in particular. The overcapacity will lead to excess supplies in the market, which will lower the market price for memory. As a result, revenues for these chips will drop in the later part of 2019, adversely affecting the entire semiconductor market.

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

  • The Asia Pacific region has profited from a growth in the memory market as the increasing price of memory generated large revenue. The integrated circuit (IC) industry in China developed by more than 25%, making a significant contribution to Asia-Pacific. Korean mobile phone semiconductor industry growth depends largely on IC suppliers, especially in the memory chip market.
  • Moreover, the mobile phone semiconductor industry in Taiwan is based on the foundry model. Nevertheless, price fluctuations have wrecked many foundries. This has assisted vendors in Taiwan to transfer some foundries into Mainland China and re-prioritize to concentrate on IC design in order to counter the price decline.
  • In East Asia, Japan has held a preeminent position in the mobile phone semiconductor R&D and materials industry, with semiconductor giants including Sony, Toshiba, and Renesas. Taiwan and South Korea are strong in memory and foundry, individually. South Korea leads in NAND and DRAM and has several top semiconductor companies such as Samsung and SK Hynix, largely due to government support.
  • In terms of NAND, it is increasingly challenging for new players to participate in the competition due to the requisite accumulation of technical know-how. However, South Korea also has challenges. The price of DRAM is declining and exports are weakening. Therefore, South Korean semiconductor vendors are devoting themselves to equipment and materials research as they attempt to expand into other areas to tilt away from heavy importance on memory.

Competitive Landscape

The Mobile Phone Semiconductor Market is a highly fragmented market, dominated by several major players. Various acquisitions and collaboration of large companies have taken place and are expected to take place shortly which focuses 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.

  • July 2019 - MediaTek announced the launch of its Helio G90 series chipsets with Helio G90 & G90T exclusively designed to be the core of an incredible smartphone gaming experience. The Helio G90 Series combines the latest CPU and GPU cores with ultra-fast memory and massive AI performance to deliver fast, fluid action. And for even more gaming power, the MediaTek Helio G90 series is paired with MediaTek's HyperEngine game technology that tunes the entire smartphone for the greatest gaming experience possible.
  • May 2019 - Arm Limited announced the launch of its Arm Mali-D77 display processor which delivers superior VR performance for head-mounted displays (HMD), eliminating motion sickness and optimized for 3K120, achieving more than 40% system bandwidth savings, 12% power savings for VR workloads, enabling development of smaller, lighter, more comfortable untethered VR devices, scaling from HMDs to standard premium mobile displays.

Reasons to Purchase this report:

  • The market estimate (ME) sheet in Excel format
  • Report customization as per the client's requirements
  • 3 months of analyst support

Table of Contents

1 INTRODUCTION

  • 1.1 Study Deliverables
  • 1.2 Study Assumptions
  • 1.3 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
    • 4.3.3 Increasing Demand for Consumer Electronics and Mobile Phone Communications
  • 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 Force Analysis
    • 4.5.1 Threat of New Entrants
    • 4.5.2 Bargaining Power of Buyers/Consumers
    • 4.5.3 Bargaining Power of Suppliers
    • 4.5.4 Threat of Substitute Products
    • 4.5.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

  • 5.1 By 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 Rest of the World

6 COMPETITIVE LANDSCAPE

  • 6.1 Company Profiles
    • 6.1.1 Samsung Electronics
    • 6.1.2 Arm Limited
    • 6.1.3 Qualcomm Technologies, Inc.
    • 6.1.4 MediaTek Inc.
    • 6.1.5 Skyworks Solutions Inc.
    • 6.1.6 Qorvo Inc.
    • 6.1.7 Huawei Technologies Co., Ltd.
    • 6.1.8 Apple Inc.
    • 6.1.9 NXP Semiconductors N.V.
    • 6.1.10 Broadcom Inc.
    • 6.1.11 SK Hynix Inc.
    • 6.1.12 Micron Technolgy Inc.

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

8 INVESTMENT ANALYSIS

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