에너지 효율적인 솔루션에 대한 수요 증가, 전기자동차(EV) 채택, 재생 에너지 기술 및 스마트 그리드 인프라에 대한 대규모 투자(특히 아시아태평양)가 파워 디스크리트 및 모듈 시장의 주요 촉진요인으로 작용하고 있습니다. Verified Market Research의 애널리스트에 따르면 파워 디스크리트·모듈 시장은 2024년 242억 8,000만 달러를 밑돌며, 예측 기간 중 392억 8,000만 달러의 평가에 달할 것으로 추정됩니다.
중국, 일본, 미국 정부가 전기 인프라를 업그레이드하기 위해 스마트 그리드 기술에 대한 막대한 투자를 통해 전력 디스크리트 및 모듈 시장에 활력을 불어넣고 있습니다. 2024-2031년 연평균 복합 성장률(CAGR)은 6.2%입니다.
파워 디스크리트 및 모듈 시장 정의/개요
파워 디스크리트 및 모듈은 다양한 용도에서 전력을 관리하고 변환하는 데 사용되는 특수 전자 부품입니다. 파워 모듈은 파워 MOSFET, 인덕터 등 여러 개의 파워 부품을 하나의 패키지로 묶어 효율을 높이고 필요한 공간을 줄입니다. 이들 부품은 전기자동차(EV), 태양광 인버터 등 재생에너지 시스템, 산업 자동화, 가전제품 등 다양한 용도에 널리 사용되고 있으며, 에너지 효율과 성능 향상에 크게 기여하고 있습니다.
EV 및 HEV 시장의 성장 확대는 파워 디스크리트 및 모듈의 주요 촉진요인입니다. 국제에너지기구(IEA)에 따르면 세계 전기자동차 판매량은 2022년 1,000만 대에 달할 것으로 예상되며, 2021년 대비 55% 증가할 것으로 전망하고 있습니다. IEA는 2030년까지 전 세계 신차 판매량의 약 60%를 EV가 차지할 것으로 전망하고 있습니다. 이러한 전기자동차 생산의 급증으로 인버터, 컨버터, 배터리 관리 시스템(BMS)에 사용되는 파워 반도체 수요가 증가하고 있습니다.
재생에너지로의 전환은 태양광 인버터 및 풍력 터빈 시스템에 사용되는 전력 부품 및 모듈에 대한 수요를 증가시키고 있습니다. 국제재생에너지기구(IRENA)에 따르면 2021년 세계 재생에너지 설비용량은 3,064GW에 달할 것으로 예상되며, 태양광과 풍력이 같은 해에 새로 추가된 설비용량의 88%를 차지할 것으로 전망하고 있습니다. IRENA에 따르면 재생에너지는 2050년까지 전 세계 전력 수요의 90%를 공급할 것으로 예상되며, 이는 파워 반도체 시장을 더욱 촉진시킬 것입니다.
또한 5G 네트워크의 세계 확장은 기지국 및 기타 통신 장비에 사용되는 파워 디스크리트 및 모듈에 대한 큰 수요를 견인하고 있습니다. 에릭슨의 추산에 따르면 5G 가입자는 2027년 말까지 44억 명에 달하고, 전체 휴대폰 가입자의 약 48%를 차지할 것으로 예측됩니다. 이러한 5G 기술의 급속한 보급으로 효율적인 전원 관리 시스템에 대한 수요가 증가하여 전원 디스크리트 및 모듈 시장이 확대될 가능성이 높습니다.
파워 디스크리트 및 모듈 기술의 제조 및 구현에 있으며, 초기 비용이 높다는 점이 큰 장벽으로 작용하고 있습니다. 개선된 파워 일렉트로닉스를 개발하기 위해서는 연구, 제조 장비, 인프라에 많은 자금이 필요합니다. 이러한 재정적 장벽은 신규 진입을 막고, 특히 자금이 한정된 가난한 국가에서는 현재 사업의 성장을 저해합니다.
또한 원자재, 특히 탄화규소(SiC)와 질화갈륨(GaN)과 같은 전문 부품의 부족도 문제입니다. 이러한 원자재 부족은 공급망의 혼란과 제조 비용의 상승을 초래하고, 파워 디스크리트 및 모듈의 가격과 가용성에 영향을 미칩니다. 이러한 한계는 특히 전기자동차, 재생에너지 등의 분야에서 증가하는 수요에 대응할 수 있는 제조업체의 능력을 저해합니다.
The growing need for energy-efficient solutions, the adoption of electric vehicles (EVs), and large investments in renewable energy technologies and smart grid infrastructure, especially in the Asia-Pacific region are the main drivers of the power discrete and modules market. According to the analyst from Verified Market Research, the power discrete and modules market is estimated to reach a valuation of USD 39.28 Billion over the forecast subjugating around USD 24.28 Billion valued in 2024.
The substantial investments by governments in China, Japan, and the US in smart grid technology to upgrade their electrical infrastructures are also pushing the power discrete and modules market. It enables the market to grow at a CAGR of 6.2% from 2024 to 2031.
Power Discrete and Modules Market: Definition/Overview
Power discrete and modules are specialized electronic components that are used to manage and convert electrical power in a variety of applications. Power modules combine several power components, such as power MOSFETs and inductors, into a single package, increasing efficiency and lowering space requirements, whereas discrete devices allow for greater customization and design freedom. These components are widely used in a variety of applications, including electric vehicles (EVs), renewable energy systems such as solar inverters, industrial automation, and consumer electronics, where they contribute significantly to improved energy efficiency and performance.
The increasing growth of the EV and HEV markets is a major driver of power discrete and modules. According to the International Energy Agency (IEA), global electric vehicle sales reached 10 million in 2022, up 55% from 2021. By 2030, the IEA predicts that EVs will account for around 60% of worldwide new car sales. This surge in EV production is increasing demand for power semiconductors used in inverters, converters, and battery management systems (BMS).
The transition to renewable energy sources is increasing demand for power components and modules used in solar inverters and wind turbine systems. According to the International Renewable Energy Agency (IRENA), the global installed capacity of renewable electricity reached 3,064 GW in 2021, with solar and wind accounting for 88% of new capacity added that year. According to IRENA, renewables will supply 90% of global electricity needs by 2050, boosting the power semiconductor market even higher.
Furthermore, the global expansion of 5G networks is driving significant demand for power discrete and modules used in base stations and other communication equipment. According to an Ericsson estimate, 5G subscribers are expected to total 4.4 billion by the end of 2027, accounting for around 48% of all mobile subscriptions. This rapid spread of 5G technology is likely to increase demand for efficient power management systems, hence increasing the power discrete and modules market.
The high initial cost of manufacturing and implementing power discrete and module technologies is one major barrier. The development of improved power electronics necessitates significant funding for research, manufacturing equipment, and infrastructure. This financial barrier discourages new entrants and hinders the growth of current businesses, especially in poorer countries where finance may be limited.
Furthermore, the scarcity of raw materials, especially for specialist components like silicon carbide (SiC) and gallium nitride (GaN), is another problem. The scarcity of these materials causes supply chain disruptions and higher production costs, affecting the pricing and availability of power discretes and modules. This limitation impairs manufacturers' ability to meet rising demand, particularly in sectors such as electric vehicles and renewable energy.
According to VMR analyst, the power module segment is expected to dominate within the power discrete and modules market during the forecast period. The superior performance and efficiency of power modules over discrete devices is one of their main driving factors. Power modules combine many semiconductor components into a single package, resulting in improved thermal control and lower power loss. This increased efficiency is critical for applications like electric vehicles, renewable energy systems, and industrial automation, which require high performance and reliability.
The increasing need for dependable and small-sized power electronics solutions is another important driver. As industries move toward downsizing and higher power density, power modules provide a space-saving solution that fits these needs. Their capacity to withstand greater voltages and currents makes them excellent for use in electric vehicles and smart grid technologies, reinforcing their market dominance.
Furthermore, the rapid improvement of semiconductor technology, particularly in Silicon Carbide (SiC) and Gallium Nitride (GaN), is driving the expansion of the power module segment. These materials allow power modules to operate at greater temperatures and frequencies, which improves their performance in demanding applications. Continuous innovation in this field is boosting adoption across several sectors, including automotive and renewable energy, reinforcing the segment's market leadership.
The automotive segment is estimated to hold the largest share of the power discrete and modules market during the forecast period. The need for power components and modules has greatly increased as the automotive sector moves toward electrification. These components are critical for regulating power in electric vehicles, enabling efficient energy conversion, and improving overall vehicle performance, all of which are required to meet consumer expectations and regulatory standards.
Manufacturers face pressure to design automobiles that use less energy and release fewer pollutants. Power components and modules play an important part in attaining these objectives by optimizing power management systems, increasing the efficiency of electric drivetrains, and lowering energy losses during operation.
Furthermore, the increasing use of automation and advanced driver assistance systems (ADAS) in automobiles is pushing up demand for sophisticated power electronics. These systems require dependable and efficient power management solutions to function properly. Power discrete and modules are essential to the operation of numerous electronic components in modern automobiles, helping the industry shift to more automated and intelligent driving experiences.
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The Asia Pacific region is estimated to dominate the power discrete and modules market during the forecast period. The Asia Pacific region is rapidly industrializing and urbanizing, resulting in increased demand for power electronics in a variety of sectors. According to the Asian Development Bank (ADB), urbanization in Asia and the Pacific will increase to 55% by 2030 and 64% by 2050, up from 20% in 1950. This expansion is driving demand for power infrastructure and electronic devices, hence boosting the power discrete and modules market. The United Nations predicts that by 2050, Asia's urban population will grow by 1.2 billion people, necessitating major growth of power systems and electronic infrastructure.
Furthermore, the Asia-Pacific region, especially China, is leading the way in electric vehicle adoption. According to the International Energy Agency (IEA), China accounted for half of the increase in worldwide electric car sales in 2021, selling 3.3 million electric vehicles. The China Association of Automobile Manufacturers predicts that new energy vehicle (NEV) sales in China will reach 9 million units in 2023, representing a 35% rise year on year. The rapid growth of the EV sector is creating a large demand for power discrete and modules used in car powertrains and charging infrastructures.
North America is estimated to exhibit substantial growth within the market during the forecast period. The North American region is experiencing significant development in data center capacity, creating demand for efficient power management systems. According to the United States International Trade Administration, the North American data center market will increase at a 10.5% CAGR between 2021 and 2026, reaching USD 105.12 Billion by 2026. This growth is driving up the demand for power components and modules in server power supplies, UPS systems, and cooling infrastructure.
Furthermore, North America is making significant investments in renewable energy sources and updating its power system, both of which necessitate superior power semiconductor technologies. The Energy Information Administration (EIA) predicts that renewables will account for 44% of US power output by 2050, up from 21% in 2021. In addition, the US Department of Energy's Grid Modernization Initiative is spending more than USD 220 Million on initiatives to increase grid dependability and resilience. These advancements are increasing the demand for power discrete and modules in inverters, converters, and smart grid applications.
The competitive landscape of the power discrete and modules market is characterized by a constant interplay of innovation, technical advancement, and strategic alliances among various companies. Companies are increasingly focusing on research and development to better the efficiency, durability, and performance of power devices, which are crucial for applications in electric vehicles, renewable energy systems, and industrial automation.
Some of the prominent players operating in the power discrete and modules market include:
Infineon Technologies AG
ROHM Semiconductor
STMicroelectronics
NXP Semiconductors
Texas Instruments
ON Semiconductor
Renesas Electronics Corporation
Mitsubishi Electric Corporation
Semtech Corporation
Toshiba Corporation
In January 2023, Volkswagen signed a "strategic" procurement agreement with Onsemi. The agreement aims to secure power semiconductors for the next generation of electric vehicles. Onsemi provides SiC modules and transistors for VW's drive converters.
Power Discrete and Modules Market by Category
Type:
Power Discrete
Power Module
Material:
SiC
GaN
Others
Component:
Thyristor
Diode
Rectifier
MOSFET
IGBT
Others
End-User Industry:
Telecommunication
Industrial
Automotive
Renewable
Consumer Electronics
Military & Defense
Medical
Others
Region:
North America
Europe
Asia Pacific
Latin America
Middle East & Africa