市場調查報告書
商品編碼
1573673
電腦微晶片市場、機會、成長動力、產業趨勢分析與預測,2024-2032Computer Microchips Market, Opportunity, Growth Drivers, Industry Trend Analysis and Forecast, 2024-2032 |
2023 年,全球電腦微晶片市場價值為 249.7 億美元,預計 2024 年至 2032 年複合年成長率將超過 10.7%。隨著科技的進步,從智慧型手機、平板電腦到筆記型電腦等消費性電子產品不斷發展,並擁有複雜的功能。這種演變刺激了對能夠有效管理複雜任務的高效能微晶片的持續需求。此外,全球轉向智慧家庭和穿戴式裝置也放大了這項需求。例如,IDC 2024 年 7 月的資料顯示,全球智慧型手機出貨量年增 6.5%,2024 年第二季(2Q24)達到 2.854 億部,連續第四個季度成長。
向 5G 技術的過渡也重塑了產業格局。憑藉更快的速度、更低的延遲以及同時連接大量設備的能力,5G 正在樹立新的基準。這種演進要求微晶片不僅能夠處理更高的資料速率,而且能夠滿足更高的處理要求。具體來說,以 5G 為中心的微晶片必須擁有卓越的連接功能和更高的能源效率。隨著電信巨頭和設備製造商加大對 5G 基礎設施的投資,對專用微晶片的需求激增。一個典型的例子:2024 年 5 月,加納政府與 Radisys Corporation(Reliance Industries Limited 的子公司)合作,公佈了到 2024 年底推出價格實惠的全國 5G 行動寬頻服務的計劃,投資額達 1.45 億美元在接在下來的三年裡,加納的基礎建設將會改善。
整個產業分為晶片類型、架構、應用、最終用途和地區。
按晶片類型分類的市場包括邏輯晶片、記憶體晶片、ASIC 和 SoC。 2023 年,邏輯晶片佔據主導地位,佔據超過 39% 的收入佔有率。邏輯晶片有助於跨運算系統處理和管理資料。這些晶片包含微處理器和現場可程式閘陣列 (FPGA),是從個人電腦到擴展伺服器等裝置運作的基礎。隨著人工智慧、巨量資料和高效能運算應用推動運算需求不斷上升,對先進邏輯晶片的需求日益強烈。
按架構分類的市場包括 x86、ARM、RISC-V 等。 RISC-V 成為成長最快的細分市場,複合年成長率超過 13%。 RISC-V 是一種開源指令集架構 (ISA),憑藉其固有的靈活性和成本優勢,正在電腦微晶片領域佔有一席之地。與專有架構不同,RISC-V 使設計人員能夠自由自訂和擴展 ISA。
到 2023 年,亞太地區佔據了超過 50% 的主導市場佔有率,預計該地區將在整個預測期內保持這一領先地位。亞太地區在電腦微晶片市場的霸主地位歸因於多項戰略優勢。值得注意的是,該地區擁有台灣、韓國和中國等主要半導體製造強國,這些國家合計佔全球微晶片產量的很大一部分。
The Global Computer Microchips Market was valued at USD 24.97 billion in 2023, with projections indicating a CAGR of over 10.7% from 2024 to 2032. A primary driver of this market is the surging demand for consumer electronics. As technology advances, consumer electronics ranging from smartphones and tablets to laptops are evolving, boasting sophisticated features. This evolution has spurred a consistent demand for high-performance microchips adept at efficiently managing complex tasks. Moreover, the global pivot towards smart homes and wearable devices amplifies this demand. For instance, data from IDC in July 2024 highlighted a 6.5% year-over-year rise in global smartphone shipments, reaching 285.4 million units in the second quarter of 2024 (2Q24), marking the fourth consecutive quarter of growth.
The industry's landscape is also reshaped by the transition to 5G technology. With its promise of faster speeds, reduced latency, and the capacity to connect numerous devices simultaneously, 5G is setting new benchmarks. This evolution demands microchips that can not only handle elevated data rates but also meet heightened processing requirements. Specifically, 5G-centric microchips must boast superior connectivity features and enhanced power efficiency. As telecom giants and device manufacturers pour investments into 5G infrastructure, the appetite for specialized microchips surges. A case in point: In May 2024, the Ghanaian government, collaborating with Radisys Corporation (a subsidiary of Reliance Industries Limited), unveiled plans to roll out affordable nationwide 5G mobile broadband services by the close of 2024, with a hefty USD 145 million investment in Ghana's infrastructure over the ensuing three years.
The overall industry is divided into chip type, architecture, application, end-use, and region.
Market segmentation by chip type includes logic chips, memory chips, ASICs, and SoCs. In 2023, logic chips dominated, capturing over 39% of the revenue share. Logic chips help in processing and managing data across computing systems. Encompassing microprocessors and field-programmable gate arrays (FPGAs), these chips are foundational to the operation of devices, from personal computers to expansive servers. With rising computing demands spurred by AI, big data, and high-performance computing applications, the call for advanced logic chips intensifies.
Market segmentation by architecture includes x86, ARM, RISC-V, and others. RISC-V emerged as the fastest growing segment, boasting a CAGR exceeding 13%. RISC-V, an open-source instruction set architecture (ISA), is carving a niche in the computer microchip arena, thanks to its inherent flexibility and cost advantages. Diverging from proprietary architectures, RISC-V empowers designers with the liberty to customize and extend the ISA.
Asia Pacific region commanded a dominant market share of over 50% in 2023 with forecasts suggesting it will maintain this lead throughout the projected period. The Asia-Pacific's supremacy in the computer microchips market is attributed to several strategic advantages. Notably, the region houses key semiconductor manufacturing powerhouses like Taiwan, South Korea, and China, which collectively account for a substantial portion of global microchip production.