디지털 아이솔레이터 시장 전망(-2030년) : 데이터 속도별, 채널별, 재료별, 기술별, 용도별, 최종 사용자별, 지역별 세계 분석

According to Stratistics MRC, the Global Digital Isolator Market is accounted for $2.6 billion in 2023 and is expected to reach $5.1 billion by 2030 growing at a CAGR of 10.3% during the forecast period. A digital isolator is an electronic component used to transmit digital signals between two isolated circuits while providing electrical isolation to prevent current flow between them. It typically utilizes optocouplers, magnetic isolators, or capacitive coupling to achieve isolation. Digital isolators ensure safety and reliability by protecting sensitive components from voltage spikes, ground loops, and electromagnetic interference. They are commonly employed in applications requiring galvanic isolation, such as in industrial automation, medical devices, and automotive electronics.

According to the World Economic Forum Report in 2020, IoT investments among businesses reached USD 832 billion, and consumer spending on IoT solutions reached USD 236 billion in 2020.

Market Dynamics:

Driver:

Growing need for noise-free signal isolation

With industries such as automotive, industrial automation, healthcare, and telecommunications increasingly relying on digital isolators to ensure reliable signal transmission, the demand for these components is likely to surge. The emphasis on noise-free signal isolation drives the adoption of digital isolators over traditional optocouplers and other isolation methods. Leading to the introduction of innovative technologies and features such as higher data rates, lower power consumption, enhanced electromagnetic interference (EMI) immunity, and improved reliability propelling the growth of the market.

Restraint:

High production costs

High production costs often translate into higher prices for digital isolator products. This can make them less attractive to customers, especially in price-sensitive markets or industries where cost is a significant consideration. As a result, potential customers may seek alternative solutions or delay purchasing decisions, leading to decreased demand for digital isolators. This can result in a lack of innovation within the digital isolator market, as companies focus more on cost-cutting measures than on developing new and improved products hampering the market growth.

Opportunity:

Increasing demand for miniaturization and high-speed data transfer

As electronic devices continue to become smaller and more compact, there is a growing need for digital isolators that can fit into smaller spaces without sacrificing performance. This trend drives manufacturers to develop digital isolators with smaller form factors and higher integration capabilities, enabling their integration into densely packed PCBs (Printed Circuit Boards) and miniaturized electronic devices. Thus, this integration trend simplifies system design, reduces component count, and enhances overall performance in applications requiring high-speed data transfer and isolation.

Threat:

Complexity of integration

Integrating digital isolators into complex systems often requires significant engineering effort and time. Designers need to carefully consider factors such as signal integrity, power consumption, layout constraints, and compatibility with other components. This can lead to prolonged development cycles, delaying time-to-market for products incorporating digital isolators. Furthermore, designers may encounter compatibility issues, signal degradation, or unexpected interactions with other components, requiring iterative testing and refinement impeding the growth of the market.

Covid-19 Impact

The COVID-19 pandemic disrupted the digital isolator market with supply chain disruptions and reduced demand from industries like automotive and consumer electronics. However, increased demand emerged from sectors like healthcare, telecommunication, and remote work technologies. This shift accelerated digital transformation and highlighted the importance of medical devices and networking equipment, driving demand for digital isolators. Market consolidation occurred as smaller players struggled, leading to a reshaped competitive landscape.

The silicon dioxide (SiO2) segment is expected to be the largest during the forecast period

The silicon dioxide (SiO2) segment is estimated to have a lucrative growth, as it exhibits excellent dielectric properties, making it suitable for use as an insulating material in digital isolators. Silicon dioxide layers provide high electrical insulation between different components and circuits, enabling reliable signal isolation and preventing electrical interference. Additionally SiO2 is compatible with a wide range of semiconductor fabrication techniques and technologies, allowing digital isolator manufacturers to leverage existing manufacturing processes and infrastructure.

The giant magnetoresistive (GMR) segment is expected to have the highest CAGR during the forecast period

The giant magnetoresistive (GMR) segment is anticipated to witness the highest CAGR growth during the forecast period, as it offers enhanced sensitivity to magnetic fields and can provide higher accuracy and resolution compared to traditional methods. This can lead to digital isolators with improved signal integrity and reliability, particularly in environments with high electromagnetic interference (EMI) enabling to the development of compact digital isolator solutions suitable for space-constrained applications, such as portable electronic devices and IoT sensors.

Region with largest share:

Asia Pacific is projected to hold the largest market share during the forecast period owing to the presence of manufacturers of isolator products. ROHM Semiconductor, Advantech, Murata Manufacturing, and MORNSUN Guangzhou Science and Technology Firm are some of the major market players that have their headquarters in this region. Also, this area comprises several small and medium vital players that provide low-cost isolation products for the consumer electronics industry. Moreover, China and India are growing fast in terms of the development of the market in Asia Pacific.

Region with highest CAGR:

North America is projected to have the highest CAGR over the forecast period, owing to the rising demand for noise-free electronics and investment across the data centers and telecommunication sector. The U.S. comprises more than 2,670 data centers as of 2021, approximately 40% of the globe's data centers. These isolators are used in data center equipment manufacturing to avoid current and voltage breakdown and smooth data transfer rates, additionally increasing government initiatives and investment in consumer electronics and electric vehicle manufacturing drive market growth.

Key players in the market

Some of the key players in the Digital Isolator Market include Amphenol Corporation, Analog Devices, Inc, Broadcom, Infineon Technologies AG, Kinetic Technologies, Monolithic Power Systems, Inc., MORNSUN Guangzhou Science & Technology Co. Ltd., Murata Manufacturing Co., Ltd., NVE Corporation, NXP Semiconductors, Renesas Electronics Corporation, ROHM CO., LTD., Skyworks Solutions, Inc., STMicroelectronics, Texas Instruments Incorporated and TT Electronics

Key Developments:

In March 2024, Amphenol Communication Solutions Extends High-Speed Cable Product Portfolio Range for Next-Generation Enterprise Server and Storage Equipment. The EDSFF cable assemblies meet E1 and E3 specifications, OCP cable assemblies meet OCP NIC 3.0 specifications, and the power shelf cable assemblies are designed to support OCP Orv3 requirements.

In December 2023, Infineon Technologies AG, a leading semiconductor company, has recently unveiled an expansion to its MOTIX(TM) family, introducing four new 2-channel gate driver ICs-2ED2742S01G, 2ED2732S01G, 2ED2748S01G, and 2ED2738S01G.

In November 2023, Amphenol Ardent Concepts Launches an Upgraded Website, Spotlighting Cutting-Edge Connectivity Solutions for Engineers. This revamped website underscores our unwavering commitment to pioneering interconnectivity solutions.

Data Rates Covered:

• Less than 25 Mbps
• 25 Mbps to 75 Mbps
• More than 75 Mbps

Channels Covered:

• 2-channel
• 4-channel
• 6-channel
• 8-channel
• Other Channels

Materials Covered:

• Silicon Dioxide (SiO2)
• Polyimide
• Polynorbornene
• High-Density Polyethylene (HDP)
• Other Materials

Technologies Covered:

• Magnetic Coupling
• Giant Magnetoresistive (GMR)
• Capacitive Coupling

Applications Covered:

• Analog-to-digital Converters (ADCs)
• DC/DC Converters
• Gate Drivers
• USB & Other Communication Ports
• CAN Isolators
• Other Applications

End Users Covered:

• Automotive
• Industrial
• Healthcare
• Telecommunications
• Aerospace & Defense
• Energy & Power
• Other End Users

Regions Covered:

• North America
  • US
  • Canada
  • Mexico
• Europe
  • Germany
  • UK
  • Italy
  • France
  • Spain
  • Rest of Europe
• Asia Pacific
  • Japan
  • China
  • India
  • Australia
  • New Zealand
  • South Korea
  • Rest of Asia Pacific
• South America
  • Argentina
  • Brazil
  • Chile
  • Rest of South America
• Middle East & Africa
  • Saudi Arabia
  • UAE
  • Qatar
  • South Africa
  • Rest of Middle East & Africa

What our report offers:

• Market share assessments for the regional and country-level segments
• Strategic recommendations for the new entrants
• Covers Market data for the years 2021, 2022, 2023, 2026, and 2030
• Market Trends (Drivers, Constraints, Opportunities, Threats, Challenges, Investment Opportunities, and recommendations)
• Strategic recommendations in key business segments based on the market estimations
• Competitive landscaping mapping the key common trends
• Company profiling with detailed strategies, financials, and recent developments
• Supply chain trends mapping the latest technological advancements

Free Customization Offerings:

All the customers of this report will be entitled to receive one of the following free customization options:

• Company Profiling
  • Comprehensive profiling of additional market players (up to 3)
  • SWOT Analysis of key players (up to 3)
• Regional Segmentation
  • Market estimations, Forecasts and CAGR of any prominent country as per the client's interest (Note: Depends on feasibility check)
• Competitive Benchmarking
  • Benchmarking of key players based on product portfolio, geographical presence, and strategic alliances

Table of Contents

1 Executive Summary

2 Preface

• 2.1 Abstract
• 2.2 Stake Holders
• 2.3 Research Scope
• 2.4 Research Methodology
  • 2.4.1 Data Mining
  • 2.4.2 Data Analysis
  • 2.4.3 Data Validation
  • 2.4.4 Research Approach
• 2.5 Research Sources
  • 2.5.1 Primary Research Sources
  • 2.5.2 Secondary Research Sources
  • 2.5.3 Assumptions

3 Market Trend Analysis

• 3.1 Introduction
• 3.2 Drivers
• 3.3 Restraints
• 3.4 Opportunities
• 3.5 Threats
• 3.6 Technology Analysis
• 3.7 Application Analysis
• 3.8 End User Analysis
• 3.9 Emerging Markets
• 3.10 Impact of Covid-19

4 Porters Five Force Analysis

• 4.1 Bargaining power of suppliers
• 4.2 Bargaining power of buyers
• 4.3 Threat of substitutes
• 4.4 Threat of new entrants
• 4.5 Competitive rivalry

5 Global Digital Isolator Market, By Data Rate

• 5.1 Introduction
• 5.2 Less than 25 Mbps
• 5.3 25 Mbps to 75 Mbps
• 5.4 More than 75 Mbps

6 Global Digital Isolator Market, By Channel

• 6.1 Introduction
• 6.2 2-channel
• 6.3 4-channel
• 6.4 6-channel
• 6.5 8-channel
• 6.6 Other Channels

7 Global Digital Isolator Market, By Material

• 7.1 Introduction
• 7.2 Silicon Dioxide (SiO2)
• 7.3 Polyimide
• 7.4 Polynorbornene
• 7.5 High-Density Polyethylene (HDP)
• 7.6 Other Materials

8 Global Digital Isolator Market, By Technology

• 8.1 Introduction
• 8.2 Magnetic Coupling
• 8.3 Giant Magnetoresistive (GMR)
• 8.4 Capacitive Coupling

9 Global Digital Isolator Market, By Application

• 9.1 Introduction
• 9.2 Analog-to-digital Converters (ADCs)
• 9.3 DC/DC Converters
• 9.4 Gate Drivers
• 9.5 USB & Other Communication Ports
• 9.6 CAN Isolators
• 9.7 Other Applications

10 Global Digital Isolator Market, By End User

• 10.1 Introduction
• 10.2 Automotive
• 10.3 Industrial
• 10.4 Healthcare
• 10.5 Telecommunications
• 10.6 Aerospace & Defense
• 10.7 Energy & Power
• 10.8 Other End Users

11 Global Digital Isolator Market, By Geography

• 11.1 Introduction
• 11.2 North America
  • 11.2.1 US
  • 11.2.2 Canada
  • 11.2.3 Mexico
• 11.3 Europe
  • 11.3.1 Germany
  • 11.3.2 UK
  • 11.3.3 Italy
  • 11.3.4 France
  • 11.3.5 Spain
  • 11.3.6 Rest of Europe
• 11.4 Asia Pacific
  • 11.4.1 Japan
  • 11.4.2 China
  • 11.4.3 India
  • 11.4.4 Australia
  • 11.4.5 New Zealand
  • 11.4.6 South Korea
  • 11.4.7 Rest of Asia Pacific
• 11.5 South America
  • 11.5.1 Argentina
  • 11.5.2 Brazil
  • 11.5.3 Chile
  • 11.5.4 Rest of South America
• 11.6 Middle East & Africa
  • 11.6.1 Saudi Arabia
  • 11.6.2 UAE
  • 11.6.3 Qatar
  • 11.6.4 South Africa
  • 11.6.5 Rest of Middle East & Africa

12 Key Developments

• 12.1 Agreements, Partnerships, Collaborations and Joint Ventures
• 12.2 Acquisitions & Mergers
• 12.3 New Product Launch
• 12.4 Expansions
• 12.5 Other Key Strategies

13 Company Profiling

• 13.1 Amphenol Corporation
• 13.2 Analog Devices, Inc
• 13.3 Broadcom
• 13.4 Infineon Technologies AG
• 13.5 Kinetic Technologies
• 13.6 Monolithic Power Systems, Inc.
• 13.7 MORNSUN Guangzhou Science & Technology Co. Ltd.
• 13.8 Murata Manufacturing Co., Ltd.
• 13.9 NVE Corporation
• 13.10 NXP Semiconductors
• 13.11 Renesas Electronics Corporation
• 13.12 ROHM CO., LTD.
• 13.13 Skyworks Solutions, Inc.
• 13.14 STMicroelectronics
• 13.15 Texas Instruments Incorporated
• 13.16 TT Electronics