半導體智慧財產權 (IP) 市場機會、成長動力、產業趨勢分析及 2025 - 2034 年預測

2024 年全球半導體 IP 市場規模達到 88 億美元，並將經歷強勁成長，預計 2025 年至 2034 年的複合年成長率為 15.1%。半導體智慧財產權 (IP) 包括可重複使用的設計或核心，它們對於半導體裝置的開發至關重要。這些 IP 核是創建用於各個行業的複雜晶片的基本構建模組，包括行動裝置、汽車電子和人工智慧 (AI) 應用。對更高性能和客製化解決方案的需求正在推動對半導體IP的需求，而半導體IP在下一代技術的創造中發揮關鍵作用。

隨著市場的發展，我們看到 5G、機器學習、邊緣運算和物聯網等領域的快速發展，所有這些都需要高效和專業化的半導體元件。由於現代設備和系統日益複雜，對客製化、高性能半導體 IP 核心的需求激增。半導體IP市場分為不同的細分領域，其中處理器IP、介面IP、記憶體IP和其他類別佔據主導地位。特別是處理器 IP 領域，預計到 2034 年將達到 141 億美元，這得益於對高速和低功耗處理器的需求不斷成長。這種需求主要由行動裝置、人工智慧驅動的系統和汽車電子產品推動，它們依靠處理器來滿足性能標準同時保持能源效率。

就IP核類型而言，市場分為硬IP和軟IP。預計從 2025 年到 2034 年，軟 IP 領域將以 15.9% 的驚人複合年成長率成長。軟 IP 的主要區別在於其靈活性和可自訂性。這些IP核通常以可合成的RTL（暫存器傳輸級）代碼的形式提供，半導體製造商可以根據特定需求進行修改。這種靈活性在人工智慧、物聯網和汽車等新興領域尤其重要，這些領域需要客製化晶片設計來實現專門的功能。

2024年，美國半導體IP市場佔據了87.7%的壓倒性市場佔有率，鞏固了其在全球半導體創新領域的領先地位。美國是一些全球最具影響力的科技公司的所在地，其對人工智慧、5G 和雲端運算等先進技術的關注繼續推動對高效能半導體 IP 的巨大需求。美國還擁有完善的 IP 供應商生態系統，支援蓬勃發展的晶片設計產業。此外，汽車和醫療保健等擴大採用尖端技術，進一步提升了對半導體 IP 解決方案的需求。

目錄

第 1 章：方法論與範圍

• 市場範圍和定義
• 基礎估算與計算
• 預測計算
• 資料來源
  • 基本的
  • 次要
    • 付費來源
    • 公共資源

第 2 章：執行摘要

第 3 章：產業洞察

• 產業生態系統分析
  • 影響價值鏈的因素
  • 利潤率分析
  • 中斷
  • 未來展望
  • 製造商
  • 經銷商
• 供應商格局
• 利潤率分析
• 重要新聞及舉措
• 監管格局
• 衝擊力
  • 成長動力
    • 對先進半導體裝置的需求不斷增加
    • 半導體設計的技術進步
    • 採用系統單晶片 (SoC) 架構
    • 將半導體設計外包給第三方IP供應商
    • 5G和物聯網基礎設施的擴展
  • 產業陷阱與挑戰
    • 智慧財產權安全與保護
    • 整合和相容性問題
• 成長潛力分析
• 波特的分析
• PESTEL 分析

第4章：競爭格局

• 介紹
• 公司市佔率分析
• 競爭定位矩陣
• 戰略展望矩陣

第 5 章：市場估計與預測：按 IP 類型，2021 年至 2034 年

• 主要趨勢
• 處理器 IP
• 記憶體IP
• 介面 IP
• 其他

第 6 章：市場估計與預測：按 IP 核，2021 年至 2034 年

• 主要趨勢
• 軟IP
• 硬核IP

第 7 章：市場估計與預測：按 IP 來源，2021 年至 2034 年

• 主要趨勢
• 授權
• 版權費

第 8 章：市場估計與預測：依最終用途，2021 年至 2034 年

• 主要趨勢
• 消費性電子產品
• 資訊科技和電信
• 汽車
• 其他

第 9 章：市場估計與預測：按地區，2021 年至 2034 年

• 主要趨勢
• 北美洲
  • 美國
  • 加拿大
• 歐洲
  • 英國
  • 德國
  • 法國
  • 義大利
  • 西班牙
  • 俄羅斯
• 亞太地區
  • 中國
  • 印度
  • 日本
  • 韓國
  • 澳洲
• 拉丁美洲
  • 巴西
  • 墨西哥
• 中東及非洲
  • 南非
  • 沙烏地阿拉伯
  • 阿拉伯聯合大公國

第10章：公司簡介

• Achronix Semiconductor Corporation
• Advanced Micro Devices, Inc.
• ALPHA WAVE SEMI
• Analog Bits
• Arm Limited
• ARTERIS, INC
• Cadence Design Systems, Inc.
• CEVA, Inc.
• Dolphin Design
• eMemory Technology Inc.
• Eureka Technology, Inc.
• Faraday Technology Corporation
• Frontgrade Gaisler
• Imagination Technologies
• Lattice Semiconductor
• Rambus
• Renesas Electronics Corporation
• Siemens
• SiFive, Inc.
• SILVACO GROUP, INC.
• Synopsys, Inc.
• VeriSilicon

The Global Semiconductor IP Market reached USD 8.8 billion in 2024 and is set to experience robust growth with a projected CAGR of 15.1% from 2025 to 2034. Semiconductor intellectual property (IP) consists of reusable designs or cores that are integral to the development of semiconductor devices. These IP cores serve as essential building blocks for creating complex chips used across various industries, including mobile devices, automotive electronics, and artificial intelligence (AI) applications. The need for higher performance and customized solutions is driving the demand for semiconductor IP, which plays a pivotal role in the creation of next-generation technologies.

As the market evolves, we're seeing rapid advancements in fields such as 5G, machine learning, edge computing, and IoT, all of which require highly efficient and specialized semiconductor components. The demand for customized, high-performance semiconductor IP cores has surged due to the growing complexity of modern devices and systems. The semiconductor IP market is divided into different segments, with processor IP, interface IP, memory IP, and other categories leading the way. The processor IP segment, in particular, is expected to reach USD 14.1 billion by 2034, propelled by the increasing demand for processors that offer high speeds and lower energy consumption. This demand is largely fueled by mobile devices, AI-driven systems, and automotive electronics, which rely on processors to meet performance standards while maintaining energy efficiency.

Regarding IP core types, the market is split into hard IP and soft IP. The soft IP segment is projected to grow at an impressive CAGR of 15.9% from 2025 to 2034. The key differentiator of soft IP is its flexibility and customizability. These IP cores are typically provided as synthesizable RTL (Register Transfer Level) code, which semiconductor manufacturers can modify according to specific needs. This flexibility is especially crucial in emerging sectors like AI, IoT, and automotive, where custom chip designs are necessary to achieve specialized functionality.

In 2024, the U.S. semiconductor IP market held an overwhelming 87.7% market share, solidifying its position as the leader in global semiconductor innovation. The U.S. is home to some of the world's most influential technology companies, and its focus on advancing technologies such as AI, 5G, and cloud computing continues to drive substantial demand for high-performance semiconductor IP. The U.S. also boasts a well-established ecosystem of IP providers that support a thriving chip design industry. Furthermore, sectors like automotive and healthcare, which are increasingly adopting cutting-edge technologies, further elevate the demand for semiconductor IP solutions.

Table of Contents

Chapter 1 Methodology & Scope

• 1.1 Market scope & definitions
• 1.2 Base estimates & calculations
• 1.3 Forecast calculations
• 1.4 Data sources
  • 1.4.1 Primary
  • 1.4.2 Secondary
    • 1.4.2.1 Paid sources
    • 1.4.2.2 Public sources

Chapter 2 Executive Summary

• 2.1 Industry synopsis, 2021-2034

Chapter 3 Industry Insights

• 3.1 Industry ecosystem analysis
  • 3.1.1 Factor affecting the value chain
  • 3.1.2 Profit margin analysis
  • 3.1.3 Disruptions
  • 3.1.4 Future outlook
  • 3.1.5 Manufacturers
  • 3.1.6 Distributors
• 3.2 Supplier landscape
• 3.3 Profit margin analysis
• 3.4 Key news & initiatives
• 3.5 Regulatory landscape
• 3.6 Impact forces
  • 3.6.1 Growth drivers
    • 3.6.1.1 Increasing demand for advanced semiconductor devices
    • 3.6.1.2 Technological advancements in semiconductor design
    • 3.6.1.3 Adoption of System-on-Chip (SoC) architecture
    • 3.6.1.4 Outsourcing of semiconductor design to third-party IP providers
    • 3.6.1.5 Expansion of 5G and IoT infrastructure
  • 3.6.2 Industry pitfalls & challenges
    • 3.6.2.1 Intellectual property security and protection
    • 3.6.2.2 Integration and compatibility issues
• 3.7 Growth potential analysis
• 3.8 Porter’s analysis
• 3.9 PESTEL analysis

Chapter 4 Competitive Landscape, 2024

• 4.1 Introduction
• 4.2 Company market share analysis
• 4.3 Competitive positioning matrix
• 4.4 Strategic outlook matrix

Chapter 5 Market Estimates & Forecast, By IP Type, 2021-2034 (USD Billion)

• 5.1 Key trends
• 5.2 Processor IP
• 5.3 Memory IP
• 5.4 Interface IP
• 5.5 Others

Chapter 6 Market Estimates & Forecast, By IP Core, 2021-2034 (USD Billion)

• 6.1 Key trends
• 6.2 Soft IP
• 6.3 Hard IP

Chapter 7 Market Estimates & Forecast, By IP Source, 2021-2034 (USD Billion)

• 7.1 Key trends
• 7.2 Licensing
• 7.3 Royalty

Chapter 8 Market Estimates & Forecast, By End Use, 2021-2034 (USD Billion)

• 8.1 Key trends
• 8.2 Consumer electronics
• 8.3 IT & telecommunication
• 8.4 Automotive
• 8.5 Others

Chapter 9 Market Estimates & Forecast, By Region, 2021-2034 (USD Billion)

• 9.1 Key trends
• 9.2 North America
  • 9.2.1 U.S.
  • 9.2.2 Canada
• 9.3 Europe
  • 9.3.1 UK
  • 9.3.2 Germany
  • 9.3.3 France
  • 9.3.4 Italy
  • 9.3.5 Spain
  • 9.3.6 Russia
• 9.4 Asia Pacific
  • 9.4.1 China
  • 9.4.2 India
  • 9.4.3 Japan
  • 9.4.4 South Korea
  • 9.4.5 Australia
• 9.5 Latin America
  • 9.5.1 Brazil
  • 9.5.2 Mexico
• 9.6 MEA
  • 9.6.1 South Africa
  • 9.6.2 Saudi Arabia
  • 9.6.3 UAE

Chapter 10 Company Profiles

• 10.1 Achronix Semiconductor Corporation
• 10.2 Advanced Micro Devices, Inc.
• 10.3 ALPHA WAVE SEMI
• 10.4 Analog Bits
• 10.5 Arm Limited
• 10.6 ARTERIS, INC
• 10.7 Cadence Design Systems, Inc.
• 10.8 CEVA, Inc.
• 10.9 Dolphin Design
• 10.10 eMemory Technology Inc.
• 10.11 Eureka Technology, Inc.
• 10.12 Faraday Technology Corporation
• 10.13 Frontgrade Gaisler
• 10.14 Imagination Technologies
• 10.15 Lattice Semiconductor
• 10.16 Rambus
• 10.17 Renesas Electronics Corporation
• 10.18 Siemens
• 10.19 SiFive, Inc.
• 10.20 SILVACO GROUP, INC.
• 10.21 Synopsys, Inc.
• 10.22 VeriSilicon