세계 지능형 파워 모듈(IPM) 시장 규모는 2024년 22억 달러에 달했습니다. IMARC Group은 시장이 2033년까지 40억 달러에 달하고, 2025-2033년 6.54%의 연평균 성장률(CAGR)을 보일 것으로 예측했습니다. 이 시장은 주로 전기자동차(EV)의 보급 확대, 산업 자동화의 발전, 재생에너지 프로젝트의 점진적인 증가로 인해 큰 성장을 이루고 있습니다. IGBT, SiC, GaN 기술 혁신으로 IPM 효율을 높입니다. 이는 에너지 효율이 높은 가전제품에 대한 수요 증가와 맞물려 시장 성장을 더욱 촉진하고 있습니다.
기술 발전
첨단 절연 게이트 바이폴라 트랜지스터(IGBT), 실리콘 카바이드(SiC), 질화갈륨(GaN) 기술 개발 등 기술 발전으로 지능형 파워 모듈(IPM)의 성능과 효율이 크게 향상되었습니다. 이러한 기술 혁신은 우수한 스위칭 속도, 높은 열전도율, 전력 손실 감소를 실현하여 IPM을 고성능 용도에 더욱 효과적으로 사용할 수 있도록 합니다. 이러한 기술 발전은 향후 지능형 파워 모듈(IPM) 시장 전망에 긍정적인 영향을 미칠 것으로 예측됩니다. 예를 들어, 텍사스 기기는 2024년 6월 250W 모터 구동 용도를 위해 DRV7308이라는 이름의 업계 최초 650V 3상 GaN 집적 전력 모듈(IPM)을 발표했습니다. 이 모듈은 99% 이상의 인버터 효율, 음향 성능 향상, 솔루션 크기 축소, 시스템 비용 절감을 실현합니다. GaN 기술을 채택하여 세계 효율 기준을 충족하고 전력 손실을 50% 줄입니다. 12mm×12mm의 컴팩트한 설치 공간으로 다양한 응용 분야에 적합합니다. 그 결과, 자동차, 재생에너지, 산업 자동화 등의 산업에서 신뢰성 있고 효율적이며 컴팩트한 전력 솔루션의 필요성으로 인해 IPM의 채택이 증가하고 있습니다. 이러한 중요한 지능형 파워 모듈(IPM) 시장 동향은 IPM 시장이 다양한 분야의 기술 발전에 중요한 역할을 하고 있음을 보여줍니다.
전기자동차(EV) 도입 증가
전기자동차(EV)의 보급이 확대되면서 효율적인 지능형 파워 모듈(IPM)에 대한 수요가 증가하고 있습니다. 국제에너지기구(IEA)가 발표한 보고서에 따르면, 2023년 전기차 판매량은 전 세계적으로 약 1,400만 대에 달할 것이며, 그 중 95%가 중국, 유럽, 미국에서 판매될 것으로 예상했습니다. 도로를 달리는 전기자동차의 총 수는 4,000만 대로 2023년 전체 자동차 판매량의 약 18%를 차지하여 이전보다 크게 증가했습니다. 이러한 모듈은 높은 전력 부하를 관리하고 전체 배터리 성능을 향상시키는 데 필수적입니다. EV는 배터리 수명을 극대화하고 안정적인 작동을 보장하기 위해 효율적인 전력 변환 및 관리가 필요하기 때문에 IPM은 필요한 고효율, 소형화, 열 관리 기능을 제공합니다. 또한 IPM은 충전 시간 단축과 전력 밀도 향상에 기여하며, 이는 EV의 성능과 매력에 매우 중요한 요소입니다. 자동차 산업이 지속 가능하고 에너지 효율적인 솔루션으로 전환함에 따라 EV 용도에 IPM의 통합이 더욱 가속화될 것입니다. 지능형 파워 모듈(IPM) 시장 예측은 환경 문제에 대한 관심과 자동차 기술의 발전으로 인해 사람들의 전기자동차 도입이 증가함에 따라 수요가 급증하고, IPM이 지속 가능한 운송의 미래에 매우 중요한 구성 요소로서 IPM의 역할을 확고히할 것으로 예측했습니다.
산업 자동화 분야의 제품 보급
산업 자동화 추세는 지능형 파워 모듈(IPM)에 대한 수요를 크게 증가시키고 있습니다. 2024년 4월, 엔비디아는 지난 3월 GTC 행사에서 산업 자동화 기술 공급업체와의 협력 관계 확대를 강조한 바 있습니다. AI, 디지털 트윈, 로봇 공학의 발전은 제조 산업에 혁명을 일으키고 있습니다. 로크웰 오토메이션, 지멘스, 슈나이더 일렉트릭과의 중요한 파트너십을 통해 디지털 트윈 개발 가속화 및 공장 분석 강화에 중점을 둔 엔비디아 기술의 광범위한 통합을 소개합니다. 이 모듈은 모터 드라이브, 로봇 공학, 제어 시스템에 필수적이며, 자동화 프로세스에 필요한 전력 관리 및 효율성을 제공합니다. IPM은 자동화 제조의 정확성, 신뢰성, 에너지 효율을 높여 생산성을 향상시키고 운영비용을 절감할 수 있습니다.
The global intelligent power module (IPM) market size reached USD 2.2 Billion in 2024. Looking forward, IMARC Group expects the market to reach USD 4.0 Billion by 2033, exhibiting a growth rate (CAGR) of 6.54% during 2025-2033. The market is experiencing significant growth mainly driven by the rising adoption of electric vehicles (EV), advancements in industrial automation and the gradual increase in renewable energy projects. Technological innovations in IGBTs, SiC and GaN technologies enhances IPM efficiency. This, coupled with the rising demand for energy-efficient consumer electronics further propels market growth.
Technological Advancements
Technological advancements, including the development of advanced Insulated Gate Bipolar Transistors (IGBTs), Silicon Carbide (SiC), and Gallium Nitride (GaN) technologies, are significantly enhancing the performance and efficiency of Intelligent Power Modules (IPMs). The innovations offer superior switching speeds, higher thermal conductivity, and reduced power losses, making IPMs more effective for high-performance applications. These technological advancements are expected to positively influence the intelligent power module market outlook in the coming future. For instance, in June 2024, Texas Instruments introduced the industry's first 650V three-phase GaN Integrated Power Module (IPM), named DRV7308, for 250W motor drive applications. This module offers over 99% inverter efficiency, improved acoustic performance, reduced solution size, and lower system costs. It incorporates GaN technology to meet global efficiency standards and reduce power losses by 50%. The compact 12mm-by-12mm footprint makes it suitable for a range of applications. Consequently, industries such as automotive, renewable energy, and industrial automation are increasingly adopting IPMs, driven by the need for reliable, efficient, and compact power solutions. Such significant intelligent power module market trends highlight the IPM market's critical role in advancing technology across various sectors.
Rising Adoption in Electric Vehicles (EVs)
The rising adoption of electric vehicles (EVs) is driving the demand for efficient Intelligent Power Modules (IPMs). According to a report published by International Energy Agency (IEA), in 2023, electric car sales reached nearly 14 million globally, with 95% sold in China, Europe, and the United States. The total number of electric cars on the roads was 40 million, making up approximately 18% of all car sales in 2023, a significant increase from previous years. These modules are essential for managing high power loads and enhancing overall battery performance. As EVs require efficient power conversion and management to maximize battery life and ensure reliable operation, IPMs provide the necessary high efficiency, compact size, and thermal management capabilities. Additionally, IPMs contribute to faster charging times and improved power density, which are crucial for the performance and appeal of EVs. The automotive industry's shift toward sustainable and energy-efficient solutions further accelerates the integration of IPMs in EV applications. The intelligent power module market forecast projects a surge in the demand as people increasingly adopt electric vehicles, driven by environmental concerns and advancements in automotive technology, thereby solidifying IPMs' role as a pivotal component in the future of sustainable transportation.
Widespread Product Adoption in Industrial Automation
The growing trend of industrial automation is significantly boosting the demand for intelligent power modules (IPMs). In April 2024, Nvidia's expanded collaboration with industrial automation technology suppliers was emphasized at the March 2024 GTC event. The company's advancements in AI, digital twins, and robotics are revolutionizing the manufacturing industry. Significant partnerships with Rockwell Automation, Siemens, and Schneider Electric showcase the extensive integration of Nvidia technology, with a focus on accelerating digital twin development and enhancing factory analysis. These modules are essential for motor drives, robotics, and control systems, providing the necessary power management and efficiency required for automated processes. IPMs enhance precision, reliability, and energy efficiency in automated manufacturing, leading to improved productivity and reduced operational costs.
Upto 600V accounts for the majority of the market share
The Upto 600V segment holds the majority of the intelligent power module market share, driven by its extensive use in consumer electronics, industrial automation, and renewable energy applications. These modules offer a balanced combination of efficiency, reliability, and cost-effectiveness, making them ideal for medium-power applications. Their prevalent use in motor drives, HVAC systems, and home appliances underlines their importance. Additionally, the growing demand for energy-efficient devices and the transition toward renewable energy sources further propel this segment's dominance. Technological advancements and the increasing adoption of electric vehicles also contribute significantly to the growth of the Upto 600V IPM market.
Upto 100 A holds the largest share of the industry
The upto 100 A segment holds the largest share of the intelligent power module industry, driven by its suitability for a wide range of applications requiring moderate current levels. According to the intelligent power module market overview, the up to 100 A segment is gaining traction due to its versatility and efficiency, making it a preferred choice for various industrial, consumer electronics, and automotive applications. As industries nowadays seek more energy-efficient and compact solutions, the demand for Upto 100 A IPMs is on the rise. These IPMs are extensively used in industrial machinery, consumer electronics, and automotive systems, offering an optimal balance of performance and efficiency. Their popularity in motor control, inverters, and power supplies highlights their versatility. The increasing adoption of electric vehicles and renewable energy systems further boosts this segment's prominence.
The 6-PAC (Six-Pack) configuration is a prominent segment in the intelligent power module (IPM) market, primarily used in three-phase motor drives and inverters. It comprises six IGBTs and diodes, offering a compact and efficient solution for controlling three-phase motors in industrial applications. This configuration is highly valued for its ability to enhance energy efficiency, reduce system size, and lower costs. With the growing demand for energy-efficient motor control systems in industrial automation, HVAC, and renewable energy sectors, the 6-PAC configuration continues to hold a significant share in the market.
The 7-PAC configuration in the intelligent power module (IPM) market includes an additional IGBT and diode as compared to the 6-PAC, providing enhanced control and efficiency for high-performance applications. This configuration is especially beneficial in applications requiring precise control and higher power density, such as advanced industrial drives and electric vehicles. The 7-PAC configuration's ability to handle higher power levels and its improved thermal management capabilities make it a preferred choice for demanding applications. As industries push for higher efficiency and performance, the 7-PAC segment is expected to see significant growth in the IPM market. The intelligent power module market value is expected to rise in tandem with the rising need for advanced power management solutions in automated systems, the push for greater energy efficiency, and the rapid adoption of automation technologies across various industries, thus ensuring sustained market expansion.
IGBT exhibits a clear dominance in the market
IGBT (Insulated Gate Bipolar Transistor) exhibits clear dominance in the intelligent power module market due to its superior efficiency, fast switching capabilities, and high thermal stability. These attributes make IGBTs ideal for applications in industrial automation, electric vehicles, renewable energy systems, and consumer electronics. Their ability to handle high voltages and currents while minimizing energy loss is crucial in enhancing system performance and reducing operational costs. As the demand for energy-efficient and high-performance power solutions grows, IGBT-based IPMs continue to lead the market, securing a significant portion of the market share. For instance, in February 2024, Onsemi unveiled its 1200V SPM31 Intelligent Power Modules featuring the latest Field Stop 7 (FS7) IGBT technology. These modules promise higher efficiency, reduced power losses, and increased power density for three-phase inverter drive applications, such as heat pumps and HVAC systems. With a focus on energy efficiency and reduced emissions, these modules offer a compelling solution for the transition to electrification.
Consumer Electronics dominates the market
According to intelligent power module market research report, consumer electronics dominate the market due to the high demand for efficient, compact, and reliable power solutions in devices such as smartphones, laptops, and home appliances. IPMs enhance energy efficiency, performance, and durability in these applications, making them indispensable. The rapid advancement and proliferation of smart devices, coupled with increasing consumer expectations for longer battery life and better performance, drive the adoption of IPMs in the consumer electronics sector, ensuring its leading position in the market.
Asia Pacific leads the market, accounting for the largest intelligent power module (IPM) market share
The report has also provided a comprehensive analysis of all the major regional markets, which include North America (the United States and Canada); Europe (Germany, France, the United Kingdom, Italy, Spain, Russia, and others); Asia Pacific (China, Japan, India, South Korea, Australia, Indonesia, and others); Latin America (Brazil, Mexico, and others); and the Middle East and Africa. According to the report, Asia Pacific represents the largest regional market for intelligent power module (IPM).
According to intelligent power module market report, Asia Pacific holds the largest share mainly driven by the region's robust industrial base, rapid urbanization, and increasing adoption of advanced technologies. Countries like China, Japan, and South Korea are at the forefront due to their strong electronics manufacturing sectors and significant investments in renewable energy projects. The growing demand for energy-efficient solutions in industrial automation, consumer electronics, and electric vehicles further propels the market. Additionally, favorable government policies and initiatives supporting technological innovation and energy efficiency contribute to Asia Pacific's dominant position in the IPM market. For instance, in April 2024, the Japanese company Sharp announced their plans to invest $3-5 billion to establish a semiconductor display fab factory in India, which will be larger than its current unit in Japan. The company is currently in discussions with state governments in Telangana, Gujarat, and Maharashtra to identify potential locations. With a proposed 1,000-acre facility, Sharp aims to serve both domestic and global markets.
(Please note that this is only a partial list of the key players, and the complete list is provided in the report.)