POWER
Powering a renewable future
Research from iSuppli suggests that the shape of the power management semiconductor sector over coming years will be moulded by a booming alternative energy industry By Jon Barrett
My home town was Clacton-on-Sea.When I moved from Essex to Kent 25-years ago the view from Clacton’s promenade was simply the line where the sea meets the sky. Not so today. The horizon is now interrupted by a wind farm. Over the years I’ve watched it grow, realising how much effort will ultimately be required to power the world with renewable energy
In reality, if the human race wants to power its future via
renewable energy it needs to do two things. Firstly, it must increase the efficiency of power generation systems. Secondly, it must reduce power consumption by improving the efficiency of electrically powered products.
With this in mind I was pleased to read an article by iSuppli’s
principal analyst, power management,Marijana Vukicevic, explaining that future growth in power management semiconductors will be driven, in part, by the vibrant alternative energy market. The following article summarises the iSuppli findings.
Fuelled by encouraging gains in commercial and industrial
sectors, power management semiconductors will finish 2010 on a high: unmatched over the next few years.
Comprising integrated circuits and discretes, power
management semiconductors will generate $31.4 billion in 2010, up 39.9 per cent from 2009. This year’s expansion reverses the 2009 losses and will be unequalled over the next four years.
Solid first half year growth saw a exceptionally robust first
quarter, due mainly to demand in industrial and communication markets, plus deliveries pushed to 2010 after late 2009’s component shortages. In keeping with normal seasonal patterns the market will slow as the year ends.
12 | September 2010 Second half year growth will be propelled by the consumer
electronics, wireless and data processing sectors, reflecting the overall improvement of the Consumer Confidence Index. However, prices are likely to increase as backlogs ease at the backend and time will be needed before supply catches demand.
Over the next five years, much of the growth in power
management semiconductors will derive from the vibrant alternative energy market, which will bring inverters to the attention of many suppliers. The need for inverters (devices that convert direct current to alternating current) will stem from applications in the automotive, solar and wind turbine markets. Revenue is expected to more than double by 2014, reaching $7.2 billion, compared to $2.9 billion in 2009.
Among the various types of power management
semiconductors, the fastest growth will take place among power MOSFETs, a discrete semiconductor device designed to handle large amounts of power.
From 2009 to 2014, powerMOSFETS will increase at a
Compound Annual Growth Rate of 20.8 percent: higher than any type of power management semiconductor in either the discrete or IC category.
Within the powerMOSFET group, the best performer will be
low-voltage discretes, exploding at a runaway CAGR of 25.6 percent during the same period of time with forecasted revenue by 2014 of $4.9 billion. Several markets will contribute to the growth of low-voltage powerMOSFETs, including wired communications, consumer, automotive and industrial.
www.isuppli.com www.electronics-sourcing.eu
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