세계의 포락선 추적 칩(ETC) 시장 규모는 2024년에 23억 9,660만 달러에 달했습니다. 향후 IMARC Group은 시장이 2033년까지 49억 620만 달러에 달하며, 2025-2033년에 7.46%의 성장률(CAGR)을 보일 것으로 예측하고 있습니다. 에너지 효율화에 대한 수요 증가, 4G LTE 및 5G 네트워크의 보급, 웨어러블 기술의 급성장, IoT 및 스마트홈 기기의 확대가 시장 성장을 가속하고 있습니다.
성장하는 자동차 산업
자동차 산업의 성장이 포락선 추적 칩 시장을 크게 견인하고 있습니다. 정부 구상 증가로 인해 전기자동차로의 전환이 진행되고 있습니다. 예를 들어 IEA에 따르면 2023년에는 전 세계에서 약 1,400만 대의 전기자동차가 신규 등록되고, 주행거리는 4,000만 대에 달할 것으로 예상하고 있습니다. 2023년 전기자동차 판매량은 2022년보다 350만 대를 초과하여 전년 대비 35% 증가했습니다. 자동차 용도의 경우, 엔벨로프 트래킹(ET) 기술은 신호 특성에 따라 RF 전력 증폭기에 대한 전압 공급을 동적으로 조정하여 전력 소비를 최적화하는 데 도움이 됩니다. 이 효율은 전기자동차(EV)의 배터리 수명을 연장하고 기존 자동차의 전반적인 에너지 효율을 향상시키는 데 매우 중요합니다. 이러한 요인들이 포락선 추적 칩 시장 점유율을 더욱 높이고 있습니다.
웨어러블 기기 도입
웨어러블 기술의 채택은 포락선 추적 칩(ETC) 시장의 성장을 가속하는 두드러진 요인 중 하나입니다. 예를 들어 IMARC에 따르면 세계 웨어러블 기술 시장 규모는 2023년 642억 달러에 달했습니다. 향후 IMARC Group은 2024-2032년까지 12.6%의 연평균 성장률(CAGR)을 보이며 2032년에는 1,922억 달러에 달할 것으로 전망하고 있습니다. 또한 Vicert가 발표한 기사에 따르면 2020년 현재 미국 성인의 30%가 헬스케어에 웨어러블 기술을 활용하고 있다고 합니다. 스마트워치와 헬스케어 모니터를 포함한 이러한 기기들은 사용자의 편의성과 조작성을 높이기 위해 배터리 수명 연장을 필요로 하고 있습니다. ETC는 웨어러블 단말기가 실시간 사용 패턴에 따라 전압 레벨을 동적으로 조정하여 전력 소비를 최적화하고 배터리 수명을 연장할 수 있도록 합니다. 이러한 요인들은 포락선 추적 칩 시장 예측에 더욱 긍정적인 영향을 미치고 있습니다.
5G 기술 보급
5G 기술의 보급이 포락선 추적 칩(ETC) 시장 수요를 주도하고 있습니다. 5G 사용자 수가 크게 증가하고 있습니다. 예를 들어 2022년에는 전 세계 전체 연결의 약 10분의 1이 5G 기술을 사용하게 될 것이며, 이 수치는 10년 후에는 절반을 넘어설 것으로 예측됩니다. 2023년 기준, 중동 및 아프리카 서비스 프로바이더의 약 1/3이 5G FWA를 제공합니다. ETC는 5G 기지국, 스마트폰 및 기타 커넥티드 기기의 전력 사용을 최적화하고 5G 기술의 세계 확장을 지원함으로써 포락선 추적 칩 시스템 시장의 매출을 높일 수 있습니다.
The global envelope tracking chips market size reached USD 2,396.6 Million in 2024. Looking forward, IMARC Group expects the market to reach USD 4,906.2 Million by 2033, exhibiting a growth rate (CAGR) of 7.46% during 2025-2033. The rising energy efficiency demands, proliferation of 4G LTE and 5G networks, rapid growth in wearable technology, and expansion of IoT and smart home devices are proliferating the market growth.
Growing Automotive Industry
The growing automotive sector is significantly driving the envelope tracking chips market. There has been an increasing shift towards electric vehicles owing to rising government initiatives. For instance, according to IEA, in 2023, about 14 million new electric cars were registered globally, bringing the total number on the road to 40 million. Electric vehicle sales in 2023 were 3.5 million greater than in 2022, representing a 35% year-on-year growth. In automotive applications, envelope tracking (ET) technology helps optimize power consumption by dynamically adjusting the voltage supply to RF power amplifiers based on signal characteristics. This efficiency is crucial for extending battery life in electric vehicles (EVs) and improving overall energy efficiency in conventional vehicles. These factors are further contributing to the envelope tracking chips market share.
Adoption of Wearable Devices
The adoption of wearable technology is one of the prominent factors propelling the Envelope Tracking Chips (ETC) market growth. For instance, according to IMARC, the global wearable technology market size reached US$ 64.2 Billion in 2023. Looking forward, IMARC Group expects the market to reach US$ 192.2 Billion by 2032, exhibiting a growth rate (CAGR) of 12.6% during 2024-2032. Also, according to an article published by Vicert, as of 2020, 30% of American adults are using wearable technology for healthcare. These devices, including smartwatches and healthcare monitors, require extended battery life to enhance user convenience and usability. ETC enables wearable devices to optimize power consumption by dynamically adjusting voltage levels based on real-time usage patterns, thereby extending battery life. These factors are further positively influencing the envelope tracking chips market forecast.
Proliferation of 5G Technology
The proliferation of 5G technology is driving the Envelope Tracking Chips (ETC) market demand. There has been a significant increase in the number of 5G users. For instance, in 2022, around one-tenth of all global connections used 5G technology, with this figure expected to exceed one-half by the end of the decade. As of 2023, about one-third of service providers in the Middle East and Africa offered 5G FWA. ETC can optimize power usage in 5G base stations, smartphones, and other connected devices, supporting the expansion of 5G technology globally, and thereby boosting the envelope tracking chips systems market revenue.
Envelope tracking chips are used in RF power amplifiers (PAs) within base stations and mobile devices to optimize power efficiency in cellular communications. This optimization is critical for supporting higher data rates and increasing network capacity without compromising battery life in mobile devices. Moreover, envelope tracking chips enable efficient power management in RF front-end modules of devices supporting wireless communication standards like Wi-Fi (e.g., 802.11ac, 802.11ax) and Bluetooth. This improves battery life and enhances the range and reliability of wireless connectivity. Furthermore, envelope tracking chips are used in satellite communication terminals to optimize the efficiency of power amplifiers, especially in mobile satellite terminals and ground stations. This improves the reliability and cost-effectiveness of satellite communications systems.
Smartphones and wearable devices require efficient power management to extend battery life. ET technology dynamically adjusts the voltage supply to RF power amplifiers based on the signal's amplitude, ensuring that the device operates at the minimum required power level. This optimization significantly reduces power consumption during voice calls, data transmissions, and other wireless activities, thereby prolonging battery life between charges.
ET chips are widely used in consumer electronics including smartphones to enhance battery life by dynamically adjusting the voltage supplied to RF power amplifiers (PAs). While ET technology is essential in satellite communications for optimizing the efficiency of RF power amplifiers. Moreover, the automotive sector utilizes ET chips to optimize power efficiency in RF systems used for vehicle-to-vehicle (V2V) and vehicle-to-everything (V2X) communications. Furthermore, ET chips are critical in telecommunications infrastructure for optimizing RF power amplifiers in base stations and mobile devices. They ensure efficient power usage, enhance signal quality, and support higher data throughput in LTE and 5G networks.
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.
North American countries are significant contributors to the global ET chips market, driven by the presence of leading semiconductor manufacturers, high adoption of advanced technologies in consumer electronics, automotive, and telecommunications sectors. Moreover, European countries are prominent in automotive manufacturing and telecommunications infrastructure development, influencing the demand for ET chips. Apart from this, Asia-Pacific dominates the global semiconductor market and is a major manufacturing hub for consumer electronics, smartphones, and automotive components.
The market research report has provided a comprehensive analysis of the competitive landscape. Detailed profiles of all major market companies have also been provided. Some of the key players in the market include: