ISP（圖像信號處理器）和視覺處理器市場——增長、趨勢、COVID-19 影響和預測 (2023-2028)

ISP（圖像信號處理器）和視覺處理器市場預計在預測期內的複合年增長率為 6.9%。

ISP（圖像信號處理器）和視覺處理器在廣泛的工業領域（包括消費電子產品、醫療保健、汽車和製造）的採用預計將推動顯著的市場增長。 在研究、生產和開發方面的顯著投資也推動了市場增長。

主要亮點

• 由於將智能手機、相機和無人機等高端產品用於監控應用，該市場具有巨大的增長潛力。 此外，VPU 在安全和監控攝像頭、無人機 (UAV) 和汽車等應用領域的使用激增正在推動市場增長。
• 對高計算能力的需求不斷增長、對計算機視覺應用的需求不斷增加、人工智能和機器學習技術的採用不斷增加以及對 ASIC 的需求不斷增長是推動市場增長的主要因素。
• 影響汽車行業發展的一個關鍵決定因素是採用配備高級駕駛輔助系統 (ADAS) 和信息娛樂系統的電動和非電動汽車。 由於用於 ADAS 系統的圖像信號處理器和視覺處理器的進步和技術創新，預計該市場將會增長。 例如，今年 1 月，Light 和 Cadence Design Systems Inc. 為 Light 的 Clarity 深度感知平台配備了 Cadence Tensilica Vision Q7 DSP，實現了使用行業標準相機的高分辨率、遠距離深度感知。並透露它將支持高級駕駛輔助系統。
• 圖像信號處理器和視覺處理器具有高性能，但它們的製造成本很高。 這會導致更高的成本，因為 SoC 製造需要更高的資金。 這可能會導致客戶的最終價格更高，並阻礙市場增長。
• 由於 COVID-19 疫情，圖像信號處理設備和圖像處理設備製造設備行業在全球範圍內繼續停工，導致部分產品的生產放緩。 封鎖措施減少了對電子產品的需求，並對全球半導體行業產生了影響。 此外，全球需求持續下滑，汽車出口數量持續下滑，因此半導體製造設備的需求預計將長期下滑。

ISP（圖像信號處理器）和視覺處理器的市場趨勢

消費電子佔據壓倒性的市場份額

• 在 VR 產品、智能手機、無人機等中引入 ISP 和 VPU 的情況越來越多，推動了消費電子產品的 ISP（圖像信號處理器）和視覺處理器市場。 提供具有升級消費者體驗和卓越功能的優質產品的需求不斷增長，這推動了 OEM 對 ISP 和 VPU 的採用。
• 消費電子產品不斷創新，創造出先進的特性和功能，再加上市場參與者發布的產品不斷增多，正在推動對這些處理器的需求增加。 例如，STMicroelectronics 在今年 3 月發布了用於智能手機和其他設備的全新高分辨率飛行時間 (ToF) 傳感器系列。 VD55H1 是 3D 系列中的第一款產品，該傳感器通過確定超過 500,000 個點的間距來映射 3D 對象。
• 快速的處理器、連接性、出色的相機圖像質量和應用程序使智能手機成為最受歡迎的消費電子產品。 與今天的手機不同，未來的智能手機將利用高速連接、機器學習芯片、人工智能能力和更強大的處理能力等創新。
• VPU 使用專用的 AI 芯片組，通過為設備引入 AI 計算能力來增強用戶體驗。 對具有高安全性、快速計算、低延遲和較少對連接的依賴等高級特性的高端智能手機的需求不斷增長，預計將推動人工智能專用芯片的採用。

亞太地區將在預測期內實現最高複合年增長率。

• 在接下來的幾年裡，亞太地區的圖像信號處理器和視覺處理器市場有望面臨有利可圖的發展潛力。 該地區的需求歸因於 AI 處理器領域多家初創公司的存在，這很可能很快會給 VPU 業務帶來巨大的發展潛力。 此外，該地區還是無人機和智能相機供應商的主要生產商，這些供應商將 VPU 集成到他們的產品中。
• 圖像信號處理器和視覺處理器市場的主要驅動力是機器視覺系統的日益普及以及消費電子和汽車等一系列不同的垂直行業。 此外，系統編程所需的人工智能和機器學習技術的出現也有望幫助市場增長。
• 在亞太地區，由於中國和日本等國家/地區的電子行業產能不斷增加，市場需求也在增加。 例如，2021年日本電子產業總產值將達到近11萬億日元。 該領域包括消費電子產品、工業電子產品以及電子元件和設備。
• 此外，日本併購、擴張和合作活動的增加也促進了市場增長。 例如，台積電去年10月計劃與索尼共同在日本開設第一家工廠。 索尼是全球最大的手機攝像頭圖像傳感器製造商。 總投資估計約為8000億美元。
• 汽車和製造業正在部署多款具有視覺功能的機器人，用於多種用途，例如質量控制、產品檢驗、生產各個階段的協助、安全和監控。 此外，汽車，尤其是自動駕駛汽車的進步，被認為對該行業產生了積極影響。

ISP（圖像信號處理器）和視覺處理器市場競爭分析

ISP（圖像信號處理器）和視覺處理器市場競爭適中，由幾家主要參與者組成。 市場上的一些主要參與者是 STMicroelectronics、德州儀器公司、Sigma Corporation、Semiconductor Components Industries LLC、富士通有限公司等。 憑藉在市場上的突出份額，這些重要參與者專注於擴大其在不同國家/地區的客戶群。 他們利用戰略聯合計劃來增加市場份額和提高盈利能力。

2022 年 9 月，提供圖像處理技術的 Visionary.ai 宣布發布可提高視頻質量的實時視頻噪聲消除器。 在每年生產的大約 70 億個圖像傳感器中，它有可能在很大程度上改善工作環境。

2022 年 2 月，ST 微電子宣布推出 ISPU（智能傳感器處理單元），在同一矽片上結合適合執行 AI 算法的 DSP（數字信號處理器）和 MEMS 傳感器。 它具有全精度浮點運算單元、高速4級流水線、16位變長指令和1週期16位乘法器。 中斷響應在 4 個週期內完成。

其他福利。

• Excel 格式的市場預測 (ME) 表
• 三個月的分析師支持

內容

第一章介紹

• 研究假設和市場定義
• 調查範圍

第二章研究方法論

第 3 章執行摘要

第四章市場動態

• 市場概覽
• 市場驅動因素
  • 提高智能手機普及率
  • 對高端計算的需求不斷增長
• 市場製約因素
  • 配備高性能 CPU 和 GPU
  • 芯片開發和製造方面的技術挑戰
• 價值鏈分析
• 行業吸引力 - 波特五力分析
  • 新進入者的威脅
  • 買家的議價能力
  • 供應商的議價能力
  • 替代品的威脅
  • 競爭公司之間的敵對關係
• 技術快照
• 評估 COVID-19 對行業的影響

第 5 章市場細分

• 按組件
  • 硬件
  • 軟件
  • 服務
• 最終用戶
  • 消費類電子產品
  • 安全和監控
  • 汽車
  • 航空航天與國防
  • 製造業
  • 醫療保健
  • 其他最終用戶
• 按地區
  • 北美
  • 歐洲
  • 亞太地區
  • 拉丁美洲
  • 中東

第六章競爭格局

• 公司簡介
  • STMicroelectronics
  • Texas Instruments Incorporated
  • Sigma Corporation
  • Semiconductor Components Industries LLC
  • Fujitsu Ltd
  • Toshiba Corporation
  • Samsung Electronics Co. Ltd
  • Analog Devices Inc.
  • Broadcom Inc.
  • NXP Semiconductors NV
  • Google LLC
  • Qualcomm Inc.
  • Xilinx Inc.
  • Cadence Design Systems Inc.
  • HiSilicon（Shanghai）Technologies Co. Ltd

第7章 投資分析

第8章 市場機會未來動向

The image signal processor and vision processor market is expected to register a CAGR of 6.9% during the forecast period. The market is expected to witness substantial growth due to a rise in the adoption of image signal processor and vision processor systems across a broad range of industry verticals, including consumer electronics, healthcare, automotive, and manufacturing. Notable research, production, and development investments also add to the market's growth.

Key Highlights

• The market holds enormous growth potential for premium products like smartphones and the use of cameras and drones for surveillance applications. Furthermore, a surge in the usage of VPUs in security and surveillance cameras, unmanned aerial vehicles (UAVs), and automobiles, among other application areas, is driving the market's growth.
• The growing demand for high computational capability, rising demand for computer vision applications, increasing adoption of artificial intelligence and machine learning technologies, and growing need for ASICs are the principal factors that drive market growth.
• The primary determinant influencing the growth of the automotive sector is the adoption of electric and non-electric vehicles provided with advanced driver-assistance systems (ADAS) and infotainment systems. Increasing advancement and innovation in image signal processors and vision processors for ADAS systems are expected to boost market growth. For instance, in January this year, Light and Cadence Design Systems Inc. unveiled the deployment of the Cadence Tensilica Vision Q7 DSP in Light's Clarity Depth Perception Platform, which enables high-resolution long-range, depth perception utilizing industry-standard cameras to assist advanced driver-assistance systems.
• Although image signal and vision processors offer high performance, their production costs are substantial. It is related to increased cost since producing SoCs requires higher money. This factor raises the customer's ultimate price range and may impede market growth.
• The COVID-19 pandemic slowed the manufacture of several items in the image signal processor and vision processor production equipment industry owing to the continued lockdown in several global regions. Lockdown measures reduced the demand for electronic gadgets, which had a global impact on the semiconductor sector. The continued decline in worldwide demand and automobile export shipments negatively impacted the market, which is expected to slow the demand for semiconductor manufacturing equipment in the long run.

Image Signal Processor & Vision Processor Market Trends

Consumer Electronics to Hold Dominant Share of the Market

• The increasing deployment of ISPs and VPUs in VR products, smartphones, drones, etc., boost the image signal processor and vision processor market for consumer electronics. The increasing demand to bring superior products with upgraded consumer experience and excellent functionalities drive OEMs' adoption of ISPs and VPUs.
• Constant innovations in consumer electronics products, inducing advanced features and functionalities, coupled with increasing product launches by market players, add to the rising demand for these processors. For instance, in March this year, STMicroelectronics launched a new line of high-resolution Time-of-Flight (ToF) sensors for smartphones and similar devices. The VD55H1 is the first member of the 3D family, a sensor that maps three-dimensional objects by determining the separation between more than half a million points.
• Fast processors, connectivity, superior camera quality, and applications make smartphones the most thriving consumer electronic devices in terms of their adoption. Unlike current phones, future smartphones will leverage innovations such as high-speed connectivity, machine-learning chips, AI capabilities, and more powerful processing power.
• VPUs, which use dedicated AI chipsets, enhance the user experience by inducing the AI computing capacity in the devices. Growing demand for premium smartphones due to advanced characteristics, such as higher security, faster computing, low latency, and less dependence on connectivity, is expected to encourage the adoption of dedicated AI chips.

APAC to Register Highest CAGR During Forecast Period

• In subsequent years, the Asia-Pacific image signal processor and vision processor market is expected to face profitable development possibilities. This region's demand is attributed to the presence of multiple start-ups of AI processors, which are likely to give the VPU businesses with significant development possibilities soon. Besides, the region is home to primary producers of drones and intelligent camera suppliers that integrate VPUs into their goods.
• The image signal processor and vision processor market is driven principally by the expanding adoption of machine vision systems and a different range of vertical industries, including consumer electronics and automotive. Also, it is assumed that the arrival of AI and machine learning technologies required to program the systems will help market growth.
• The market demand is increasing in the Asia-Pacific due to increasing production capacities of the electronic industry in countries such as China and Japan, among others. For example, the total production value of the electronics industry in Japan reached close to JPY 11 trillion in 2021. The sector encompasses consumer electronic equipment, industrial electronic equipment, and electronic components and devices.
• Furthermore, Japan's growing merger, acquisition, expansion, and collaboration activities also assist the market's growth. For example, TSMC planned to open its first factory in Japan in October last year in collaboration with Sony. Sony is the world's largest manufacturer of image sensors used in cell phone cameras and other applications. The total investment is estimated to be around 800 billion USD.
• Several robots with vision capabilities are progressively being introduced across the automotive and manufacturing businesses for multiple purposes, including quality control, product inspection, assisting in the various production stages, and security and monitoring, among others. Besides, the growing advancement in cars, in particular autonomous vehicles, are supposed to impact the industry positively.

Image Signal Processor & Vision Processor Market Competitor Analysis

The image signal processor and vision processor market is moderately competitive and consists of several major players. Some major players operating in the market include STMicroelectronics, Texas Instruments Incorporated, Sigma Corporation, Semiconductor Components Industries LLC, and Fujitsu Ltd. These important market players with a noticeable share in the market are concentrating on expanding their customer base across different countries. They leverage strategic collaborative initiatives to improve their market share and enhance profitability.

In September 2022, Visionary.ai, an image processing technology provider, announced the release of a real-time video denoiser that enhances video picture quality. It has the potential to improve the working circumstances of the vast proportion of the nearly 7 billion image sensors produced each year.

In February 2022, STMicroelectronics' announced the launch of the Intelligent Sensor Processing Unit (ISPU), which combines a Digital Signal Processor (DSP) suited to run AI algorithms and MEMS sensors on the same silicon. A full-precision floating-point unit is included, as well as a fast four-stage pipeline, 16-bit variable-length instructions, and a single-cycle 16-bit multiplier. The interrupt response takes four cycles.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definitions
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Increasing Adoption of Smartphones
  • 4.2.2 Rising Demand for High-end Computing Capabilities
• 4.3 Market Restraints
  • 4.3.1 Availability of CPUs and GPUs With High Capabilities
  • 4.3.2 Technological Challenges in Chip Development and Manufacturing
• 4.4 Industry Value Chain Analysis
• 4.5 Industry Attractiveness - Porter's Five Forces Analysis
  • 4.5.1 Threat of New Entrants
  • 4.5.2 Bargaining Power of Buyers
  • 4.5.3 Bargaining Power of Suppliers
  • 4.5.4 Threat of Substitute Products
  • 4.5.5 Intensity of Competitive Rivalry
• 4.6 Technology Snapshot
• 4.7 Assessment of the Impact of COVID-19 on the Industry

5 MARKET SEGMENTATION

• 5.1 By Component
  • 5.1.1 Hardware
  • 5.1.2 Software
  • 5.1.3 Services
• 5.2 By End User
  • 5.2.1 Consumer Electronics
  • 5.2.2 Security and Surveillance
  • 5.2.3 Automotive
  • 5.2.4 Aerospace and Defense
  • 5.2.5 Manufacturing
  • 5.2.6 Healthcare
  • 5.2.7 Other End Users
• 5.3 Geography
  • 5.3.1 North America
  • 5.3.2 Europe
  • 5.3.3 Asia-Pacific
  • 5.3.4 Latin America
  • 5.3.5 Middle East

6 COMPETITIVE LANDSCAPE

• 6.1 Company Profiles
  • 6.1.1 STMicroelectronics
  • 6.1.2 Texas Instruments Incorporated
  • 6.1.3 Sigma Corporation
  • 6.1.4 Semiconductor Components Industries LLC
  • 6.1.5 Fujitsu Ltd
  • 6.1.6 Toshiba Corporation
  • 6.1.7 Samsung Electronics Co. Ltd
  • 6.1.8 Analog Devices Inc.
  • 6.1.9 Broadcom Inc.
  • 6.1.10 NXP Semiconductors NV
  • 6.1.11 Google LLC
  • 6.1.12 Qualcomm Inc.
  • 6.1.13 Xilinx Inc.
  • 6.1.14 Cadence Design Systems Inc.
  • 6.1.15 HiSilicon(Shanghai) Technologies Co. Ltd

7 INVESTMENT ANALYSIS

8 MARKET OPPORTUNITIES AND FUTURE TRENDS