글로벌 AMB 기판 시장(2024-2031년)

Overview
Global AMB (Active Metal Brazed) Substrate Market reached US$ 1.3 billion in 2023 and is expected to reach US$ 1.9 billion by 2031, growing with a CAGR of 4.9% during the forecast period 2024-2031.
As new technologies arise, such as 5G, the Internet of Things and electric vehicles, there will be a greater need for ceramic substrates with specialised characteristics, allowing the active metal brazed ceramic substrate market to expand into new application areas. The deployment of 5G networks, as well as the growing need for faster wireless communication systems, necessitate the use of modern electrical components that can handle high frequencies and power densities.
In accordance with Ericsson, global 5G subscriptions are expected to increase rapidly between 2019 and 2027, from more than 12 million to over 4 billion. The regions with the highest predicted number of subscribers include North East Asia, South East Asia, India, Nepal and Bhutan. AMB ceramic substrates provide good temperature management and electrical insulation, making them appropriate for use in base stations, antennas and RF modules.
In 2022, North America is expected to hold the second-dominant region in the global AMB substrate market covering over 20% of the market. North America is a hub of medical device innovation. Advances in medical electronics, such as diagnostic equipment, imaging devices and wearable health technology, help to drive demand for AMB substrates. The region is distinguished by considerable R&D operations in numerous industries.
Dynamics
Advancements in Ceramics and Brazing Alloys
Advanced ceramics with improved heat conductivity can be put into AMB substrates. It increases the substrate's ability to dissipate heat generated by electronic components, which is critical for maintaining optimal operating temperatures in high-performance devices. Ceramic and brazing alloy advancements help to build substrates with greater mechanical strength and durability.
It is required to support electronic components, maintain structural integrity and withstand mechanical loads during manufacturing and use. Material advancements help to create multilayered AMB substrates with optimised qualities in each layer. It allows for the fabrication of substrates that meet specific requirements for signal integrity, thermal control and structural support.
Rising Demand for Advanced Electronics
Advanced electronics, which include a variety of technologies and gadgets, are increasingly being used in everyday life and industrial applications. AMB substrates are essential in providing structural and electrical support for today's miniaturised and innovative electronic components. The substrates are critical for supporting the sophisticated circuitry and components included in tiny and lightweight gadgets.
Key firms are producing a diverse range of products to fulfil the increasing demand for advanced electronics, creating a myriad of market prospects. For example, in May 2021, Whirlpool Corporation collaborated with VTEX, a globally tech business that offers global, fully integrated end-to-end commerce solutions, to play a vital role in developing digital commerce strategy.
Limited Compatibility and Environmental Concerns
Active metal brazing methods are limited in the sorts of ceramics and metals that can be successfully bonded together. It reduces the number of accessible material combinations and impact the market's growth potential. AMB ceramic substrates are typically built of low-CTE ceramics like alumina or aluminum nitride.
In contrast, metal brazing alloys utilised in AMB procedures, such as copper or silver-based alloys, have greater CTE values. The production methods involved in active metal brazing may employ hazardous substances or produce waste items that must be properly disposed of. Stringent environmental rules can make compliance difficult and costly for enterprises.
Adhering to manufacturer specifications and collaborating with qualified HVAC professionals can provide significant insights and ensure proper maintenance practices are followed. Furthermore, the absence of favourable reimbursement scenarios and technology adoption in developing nations, excessive customs tax imposed on medical devices and lack of sufficient infrastructure in low- and middle-income countries are expected to hamper the market.
Segment Analysis
The global AMB substrate market is segmented based type, application and region.
Rising Demand for AMB Substrate in Automotive
Automotive is expected to drive the market demand with a share of about 1/3rd of the global AMB substrate market in 2022. As a result of their superior thermal and mechanical capabilities, the automotive industry is increasingly using active metal brazed ceramic substrates into components such as power electronics modules, sensors and exhaust gas management devices. AMB ceramic substrates are utilised in EV power modules, motor drives and battery management systems to provide reliable thermal and electrical insulation.
According to the International Energy Agency, the electric car market is expanding at an exponential rate, with sales exceeding 10 million by 2022. In 2022, electric vehicles accounted for 14% of all new automobile sales, up from 9% in 2021 and less than 5% in 2020. According to the IEA Stated Policies Scenario, the global forecast for the percentage of electric car sales based on existing policies and business aims has climbed to 35% in 2031, up from less than 25% in the prior outlook. The increased acceptance and production of EVs globally will boost the segment's growth.
Geographical Penetration
Rising Adoption of Connected Devices in Asia-Pacific
During the forecast period, Asia-Pacific is expected to be the dominant region in global AMB substrate market with over 1/3rd of the market. The growing popularity of smart devices, such as smartphones, tablets, smartwatches and other connected devices, drives up demand for AMB substrates utilised in their manufacture. AMB substrates play an important part in the production of electronic components utilised in modern cars, which helps to drive market growth.
Strong market giants such as Oppo, Xiaomi and Vivo are headquartered in Asia-Pacific. According to GSMA, smartphone usage in the Asia-Pacific area reached 74% in 2021 and is expected to climb to 84% by 2025. Furthermore, it is estimated that 62% of mobile customers will be present in the same year. The smartphone adoption rate in the region is expected to reach 20% between 2019 and 2025.
Competitive Landscape
The major global players in the market include Rogers Corporation, Winning Imperatives, Heraeus Electronics, Kyocera, NGK Electronics Devices, Toshiba Materials, Denka, DOWA METALTECH, Ferrotec and BYD.
COVID-19 Impact Analysis
The pandemic disrupted global supply networks, disrupting the production and shipment of materials necessary to manufacture AMB substrates. Lockdowns, social distance and worker disruptions caused manufacturing delays and temporary shutdown of production facilities, affecting the output of AMB substrates. The AMB substrate market is strongly related to end-user sectors including automotive and telecoms.
During the pandemic, the picture for global EV sales was uncertain at the start of the year. However, 2020 proved to be a surprise positive year, with global EV sales increasing by 43% over 2019 and the global electric car industry market share reaching a record 4.6% in 2020. The slowdown in these industries during the epidemic influenced the demand for AMB substrates.
Russia-Ukraine War Impact
The conflict interrupted the supply chain for materials needed in AMB substrate manufacture. Closures, logistical issues or personnel interruptions have a direct influence on the region's industrial facilities, affecting AMB substrate production. Geopolitical developments cause economic uncertainty, influencing global markets.
Uncertainty may influence investment decisions and overall demand for technology components, particularly AMB substrates. Depending on the commodities received from the region, costs fluctuated owing to geopolitical tensions and supply chain interruptions. Companies in the AMB substrate market may consider diversifying their supply chains to reduce the risks associated with reliance on specific locations.
By Type
• Si3N4 AMB Substrates
• AlN AMB Substrates
By Application
• Automotive
• Electronics
• New Energy & Power Grid
• Military & Aerospace
• Industrial
• Others
By Region
• North America
o U.S.
o Canada
o Mexico
• Europe
o Germany
o UK
o France
o Italy
o Russia
o Rest of Europe
• South America
o Brazil
o Argentina
o Rest of South America
• Asia-Pacific
o China
o India
o Japan
o Australia
o Rest of Asia-Pacific
• Middle East and Africa
Key Developments
• In November 2023, Tecdia Co. Ltd. recently announced a significant development by opening its newest office in Chengdu, China. Chengdu, the country's third largest city and known for its significant developments in telecommunications and high technology, represents an attractive market for Tecdia's main product, single-layer ceramic capacitors.
• In May 2022, Heraeus Electronics introduced the Condura.ultra Ag-free AMB substrate. The metal substrate is well-suited for power electronics uses.
• In July 2021, Daleba Electronics Ltd. recently created a new AMB ceramic substrate for power electronics solutions. The active metal brazing process allows for double-sided copper weighing on 0.25mm thin ceramic substrates.
Why Purchase the Report?
• To visualize the global AMB substrate market segmentation based on type, application and region, as well as understand key commercial assets and players.
• Identify commercial opportunities by analyzing trends and co-development.
• Excel data sheet with numerous data points of AMB substrate market-level with all segments.
• PDF report consists of a comprehensive analysis after exhaustive qualitative interviews and an in-depth study.
• Product mapping available as excel consisting of key products of all the major players.
The global AMB substrate market report would provide approximately 49 tables, 41 figures and 181 pages.
Target Audience 2024
• Manufacturers/ Buyers
• Industry Investors/Investment Bankers
• Research Professionals
• Emerging Companies