Semiconductor discrete devices are the basic components of electronic circuits and are indispensable and important components in various electronic product lines. Discrete devices can be widely used in various electronic products, and their downstream application markets can be slightly divided as follows: household appliances, power supplies and chargers, green lighting, networking and communications, automotive electronics, smart meters and instruments, etc. The following will analyze the demand for semiconductor discrete device products from the downstream application market.
1. The field of household appliances
Semiconductor discrete devices can control and convert the electrical energy that drives household appliances, and are key components of household appliances, which directly affect the performance and quality of household appliances. Under the background of the overall upgrading and market expansion of household appliances in my country, semiconductor discrete devices will have a stable market development prospect with the development of the household appliance industry.
China is the world's largest home appliance producer and exporter. Since 2015, under the influence of a combination of factors such as the macroeconomic environment and the downturn in the housing industry, the sales growth of major products in my country's home appliance industry has slowed down, but it is still growing. In 2016, the total output of refrigerators, air conditioners, washing machines, and color TVs in my country reached 503,919,000 units, an increase of 22,681,000 units over the previous year.
2. Power supply and charger field
The power supply market is an important application field of semiconductor discrete devices. As an indispensable power source for electronic equipment, power supply is widely used in all walks of life. In recent years, my country's power supply product market has maintained a growth trend. In 2016, the output value of my country's power supply products was 202.701 billion yuan. By 2019, the output value of power supply products will reach 243.501 billion yuan, with a compound annual growth rate of 6%. above.
Among them, switching power supply accounts for a large proportion of power supply products. In 2016, the output value of switching power supply was 125.269 billion yuan, accounting for 61.77%. It is expected that the output value will reach 150.727 billion yuan in 2019, accounting for 61.89%.
2016-2019 China Power Supply Product Growth Rate Forecast Table, switching power supply will continue to maintain a high and stable growth rate in the next few years, and its output value scale is larger than other power supply products.
(1) Charger field
The charger is one of the important accessories of smart electronic products. It charges smart electronic products through AC-DC conversion, thereby making them portable and easy to use. In recent years, smart electronic devices have developed rapidly, especially in the field of smart phones. Global smartphone shipments reached 1.47 billion units in 2016, an increase of 2.3% over 2015. Among them, Chinese mobile phone brands Huawei, OPPO and VIVO ranked second only to Samsung and Apple in terms of market share, becoming the top five mobile phone brands in the world.
Since every smartphone comes with at least one charger as standard, and in order to meet the needs of different charging scenarios, some mobile phone users may configure one or two more mobile phone chargers. It can be seen that the huge smartphone market has formed a huge market demand for core accessories such as chargers.
In the future, as the global smartphone penetration rate continues to increase in emerging markets and the speed of smartphone replacement continues to accelerate, the global smartphone market has broad prospects. The rapid development of the smartphone market will definitely drive the demand for charger products. As the main components of charger products, semiconductor discrete devices still have a large market development space in the future.
(2) Computer power adapter
From 2014 to 2017, the global computer shipments were 538 million units, 655 million units, 704 million units and 727 million units, respectively.
In recent years, the global shipments of computer products have remained relatively stable, but the overall capacity is huge, and the power adapters, which are standard products for computers, have also remained relatively stable. And semiconductor discrete devices have a wide range of applications in power adapters, mainly playing the role of rectification, voltage regulation, etc., so as to maintain long-term stable development relying on the development of the computer market.
(3) Industrial power supply
Industrial power supplies are widely used in machinery, electric power, railway, aviation, petrochemical and medical industries. In recent years, in order to meet the continuous development of individualization, diversification and complexity of industrial products, informatization and intelligent manufacturing have become the development hotspots in the industrial field. In order to meet the development requirements of industrial products, industrial manufacturing continues to integrate new technologies such as the Internet of Things, big data, automation, mechatronics, and embedded software.
The introduction of new technologies requires the application of more electromechanical control equipment in the field of industrial manufacturing, which also requires corresponding power conversion. Semiconductor discrete devices are the core components for power conversion, which promotes the development of the discrete device industry.
3. The field of green lighting
(1) Status Quo and Prospects of Global Green Lighting
In the field of lighting, semiconductor lighting (LED for short), as a new type of green light source product, has the characteristics of energy saving, environmental protection, long life and small size, and is widely used in various indications, displays, decorations, backlights, general lighting and City night scene and other fields. At present, LED has become a cost-effective ecological light source, and has entered the lighting replacement market in an all-round way. Under the general trend of eliminating incandescent lamps and restricting the use of fluorescent lamps (containing mercury), the global semiconductor lighting market has shown explosive growth.
In recent years, the market penetration rate of LED products has grown rapidly, especially in new markets. In 2015, the penetration rate of global LED lamp installations in the overall lighting product usage was only 6%, and it is expected to be close to 40% by 2022. With the continuous improvement of the penetration rate of LED market applications, it will promote the rapid development of the semiconductor lighting market.
(2) Status and development prospects of green lighting in my country
my country is a big country in the lighting industry, and LED lighting has grown rapidly in recent years. In 2015, the scale of China's lighting industry was about 560 billion yuan, of which the LED lighting industry scale was about 155 billion yuan, with an annual growth rate of 32.5%, and the proportion of LED lighting in the lighting industry was about 28%; domestic LED lighting product output About 6 billion, the domestic sales volume is about 2.8 billion, and the domestic market penetration rate of LED lighting products (the number of domestic sales of LED lighting products/the total domestic sales of lighting products) is about 32%.
In the future, the encouragement of national policies, the improvement of LED penetration rate and the expansion of application fields will promote the development of semiconductor lighting in my country, which in turn will promote the continuous growth of demand for semiconductor discrete device products. In 2015, China's lighting electricity consumption accounted for about 14% of the electricity consumption of the whole society, the market penetration rate of LED lighting products (based on market sales) exceeded 30%, and the annual electricity saving was about 100 billion kWh; it is expected that in 2020, the LED lighting market penetration The rate will exceed 70%, and the annual electricity saving will be about 340 billion kWh. In addition, the application market of semiconductor lighting in agriculture, medical treatment, communication, security and other fields is also expanding. The continuous expansion of downstream application fields will drive the development of semiconductor discrete device products.
4. Network and communication field
Semiconductor discrete devices are mainly used in router products in the network communication market. The global router market was close to an all-time high in the second quarter of 2015, with growth driven mainly by ultra-high-end and core routers. Affected by the overall improvement of the router market, the mobile routing equipment market is developing well. From 2014 to 2019, the global mobile hotspot router market will grow rapidly at a compound annual growth rate of 21.12%.
In the era of mobile Internet, people have an increasing demand for information, online entertainment and consumption through the Internet. With the increasing popularity of WiFi terminal equipment, the frequency of users' use of wireless routing has increased, and users can get rid of the inherent Internet access mode and enjoy the fun of mobile broadband anytime, anywhere. Mobile terminals provide convenience for users to surf the Internet, and mobile routers provide guarantees for these mobile terminals to complete their own missions. The market prospect of mobile routers is broad.
The telecom industry will be the main force driving the growth of the router market in the next few years, and the global router market will reach US$72.77 billion in 2022. The rapid growth of the demand for network communication equipment represented by routers provides a broad application market for semiconductor discrete devices.
5. Automotive electronics field
As the basic components embedded in automotive electronic products, semiconductor discrete devices have a huge demand space for rigidity. With the development of automotive electronics towards intelligence, informatization and networking, and the popularization of various LED energy-saving lamps in automotive main lamps, indicator lights, lighting lamps, decorative lamps, etc., the popularity of semiconductor discrete devices in automotive electronic products The application has a broad space for development.
The degree of automotive electronics has become an important symbol for measuring the comprehensive performance and modernization level of cars. Many industrialized countries have formed independent automotive electronic products. The global average value of semiconductor devices contained in a vehicle is $334 and is expected to increase to $361 by 2019. my country's automobile industry is currently in a stage of rapid development, and the degree of automotive electronics is also increasing, which will further promote the growth of demand for discrete device products.
6. Smart meters and instruments
The electricity meter is a must-have item in the home, and it operates 24 hours a day to record the user's electricity consumption data. Diodes and bridge rectifiers are required in smart meters to realize data processing in the circuit, so the development of the smart meter market will drive the market demand for semiconductor discrete device products.
In recent years, with the rapid development of smart grid, as an important "terminal product" of smart grid, the market penetration rate of smart meters is also gradually increasing. In 2015, the global smart meter shipments exceeded 100 million units, and the hardware sales revenue reached 4 billion US dollars. In 2015, China became the world's largest smart meter market, and its basic meter and smart meter shipments accounted for about 50% of the world's total meter shipments. In 2020, 60.6 million smart electricity meters will be installed, and China's smart electricity meter market has a broad space for development.
With the rapid development of smart grids around the world and the continuous innovation of related technologies, countries around the world have gradually formulated and carried out development plans and strategic deployments of smart grids. As a result, as an important basic equipment for smart grid construction, the smart meter industry will show great development potential in the next few years, and its market space will also become wider with the increase in the demand for smart grids in various countries.
7. IoT and VR/AR application fields
Semiconductor discrete devices are the basic components of electronic circuits. As a medium for connecting all items to the Internet using various information sensing devices, the development of the Internet of Things is inseparable from basic components such as semiconductor discrete devices. By 2020, there will be 27 billion connected devices in the world, of which 10 billion will be mobile connected devices. The broad market prospects of the Internet of Things will drive the market demand for discrete device products.
In the world of VR/AR (Virtual Reality/Augmented Reality), the way the computer operates has become very familiar gestures and pictures, and it can also provide people with a larger field of vision. Like the previous PC and smartphone, VR /AR has the potential to be the next big computing platform. At present, the market stock of VR/AR is small, and the development space is large. With the improvement of technology, price decline, and the generation and promotion of related applications, the VR/AR market will have high growth and high elasticity in the future.
Global VR/AR market revenue will reach $162 billion in 2020. The global VR/AR market revenue in 2016 was about $5.2 billion. This implies a CAGR of 181.3% for the global VR/AR market during 2015-2020. The rapid development of the VR/AR market is bound to promote the growth of demand for discrete device products as its basic components.
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