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市場調查報告書
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1403089

半導體(矽)智慧財產權:市場佔有率分析、產業趨勢/統計、2024年至2029年成長預測

Semiconductor (Silicon) Intellectual Property - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts 2024 - 2029

出版日期: | 出版商: Mordor Intelligence | 英文 173 Pages | 商品交期: 2-3個工作天內

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簡介目錄

上年度半導體(矽)智慧財產權市場價值為62.6億美元,預計未來五年將成長96億美元,預測期內複合年成長率為7.38%。

半導體(矽)知識產權-市場-IMG1

主要亮點

  • 隨著半導體銷售額的成長,半導體IP(SIP)市場正在經歷快速成長。這個市場完全依賴半導體產業。過去 20 年來,半導體業務經歷了顯著成長。 SIP 業務實踐包括與傳統半導體、專用積體電路 (ASIC)、電子設計自動化 (EDA) 和設計服務市場類似的元素。然而,與 ASIC 和 EDA 產業中已建立的商業模式不同,SIP 商業模式更加複雜,因為在 IC 設計中成功部署商業性SIP 涉及供應鏈中的相關人員。
  • 儘管業務實踐和SIP業務模型已經變得有些統一,但行業仍然需要實現標準化,因為SIP產品類型和客戶需求差異很大,而且EDA工具和流程技術經常變化。不斷上升的設計成本和不斷增加的市場壓力正迫使企業尋求半導體IP製造商的服務。該市場的各種應用包括汽車、智慧型裝置(行動電話和平板電腦)、電腦、周邊設備等。該市場的主要成長動力包括全球消費性設備的普及以及對先進 SOC 設計和連網型設備的需求。嵌入式和可程式 DSP-IP 等新興技術預計將進一步推動市場發展。
  • 根據SEMI最新季度報告《世界晶圓廠預測》,2021年至2023年,全球半導體產業將花費超過5,000億美元建造84座大型晶片製造設施,其中包括汽車和高效能運算(HPC)領域。投入更多資金並鼓勵增加支出。報告也指出,2022年全球半導體材料市場收益將達726.9億美元,其中台灣產值達201.3億美元。中國新增產值129.7億美元,較2021年成長7%。
  • 系統晶片(SoC) 設計的複雜性超出了系統工程能力。設計複雜性的增加導致資料量的增加,使半導體開發比以往任何時候都更具挑戰性。預計這將抑制市場成長。
  • COVID-19大流行從需求和供應雙方影響了整個半導體製造市場。此外,全球封鎖和半導體工廠關閉加劇了供不應求。這種影響也反映在受調查的市場中。然而,其中許多影響可能是短期的。世界各國政府支持汽車和半導體產業的措施可能會刺激產業成長。

半導體(矽)智慧財產權市場趨勢

消費性電子產品成為最大的最終用戶領域

  • 半導體智慧財產權核心廣泛應用於智慧型手機、遊戲機、微波爐、冰箱等家電產品。消費性電子產業正在快速發展,消費者需求壓力迫使廠商提供差異化產品並引領市場。半導體被涵蓋行動電話等通訊設備以及遊戲機、電視、家用電器等家用電器中。
  • 積體電路(IC)的發明是消費性電子產業發展的主要驅動力之一,包括寬頻和行動應用的興起。
  • 由於通訊市場平板設備和智慧型手機銷量的增加,預計該市場將穩定成長。例如,根據愛立信的數據,全球智慧型手機行動網路用戶數量預計將從2022年的64.2億增加到2028年的77.4億人。中國、印度和美國的智慧型手機行動網路訂閱數量最多。
  • 如今,智慧產品由複雜的電子系統組成,必須無錯誤運作。提高資料速度、小型化設備、支援多種無線技術以及延長電池壽命都需要詳細的分析。此外,需要將各種功能整合到一台設備中,這使得 PCB 設計變得更加複雜。
  • 由於消費性電子產品個人運算的進步以及智慧型手機八核心處理器的推出,多核心處理器市場正在經歷顯著成長。預計多核心處理器的成長將為所研究的市場提供強勁的成長機會。
半導體(矽)智慧財產權-市場-IMG2

北美佔據主要市場佔有率

  • 從供應商和最終用戶的角度來看,美國是整個半導體市場的領先市場之一。美國許多產業對智慧型命令和控制的需求不斷成長,為許多半導體製造商提供了重要的市場機會。
  • 許多市場供應商正在擴大在該地區的業務。此外,許多市場供應商都位於美國,這使得該區域市場具有競爭優勢。美國政府也在該地區開拓半導體業務、支持半導體矽知識產權(IP)市場方面發揮重要作用。
  • 加拿大的半導體IP產業包括多種產品和服務,惠及許多產業,包括消費性電子、醫療保健、交通和通訊。半導體開發在全國範圍內獲得國內資本來源方面面臨差異,特別是在種子期前、種子期、早期輪次和後期階段。因此,加拿大公司的外資持股比例整體相當高。同時,資金的缺乏為加拿大企業提前退出創造了不利的環境。
  • 加拿大市場是一個新興市場,CMC Microsystems 和 LSI Computer Systems 等知名公司在物聯網連接、5G 和人工智慧/機器學習 (AI/ML)開拓等領域處於領先地位。創新不斷進步。希望產學合作能進一步加強加拿大在全球半導體智慧財產權領域的地位,推動技術進步,並支持整個產業。

半導體(矽)智慧財產權產業概況

半導體(矽)智慧財產權市場是分散的,大型經銷商能夠進行向後和向前整合,並且許多參與者在國內和國際地區運作。重要參與者主要採取產品創新、併購等策略來維持優勢。市場參與企業智原科技、摘要、ARM(Softbank Corporation)、LTI 和 Mindtree Limited。

2023年7月,智原科技宣布推出完整的SerDes(串列器/解串器)解決方案,包括聯華電子28奈米製程節點上的SerDes IP設計。此外,我們還提供 IP 高級 (IPA) 服務,包括 IP 子系統整合、PHY 硬核實施、徹底的訊號完整性/電源完整性(SI/PI) 分析,以及整合封裝和 PCB 設計。

2023 年 6 月,Synopsys Inc. 擴大了與 Samsung Foundry 的合作關係,合作創造多種專為半導體製造設計的智慧財產權 (IP)。目標是最大限度地降低設計風險並加快晶片成功的進程。過去,Synopsys 和三星合作開發了多種三星製程的 IP 解決方案,包括 8LPU、SF5、SF4 和 SF3。這些產品包括 Foundation IP、USB、PCI Express、112G 乙太網路、UCIe、LPDDR、DDR、MIPI 和各種其他 IP 元件。

其他福利:

  • Excel 格式的市場預測 (ME) 表
  • 3 個月分析師支持

目錄

第1章簡介

  • 研究假設和市場定義
  • 調查範圍

第2章調查方法

第3章執行摘要

第4章市場洞察

  • 市場概況
  • 產業吸引力-波特五力分析
    • 供應商的議價能力
    • 買方議價能力
    • 新進入者的威脅
    • 替代品的威脅
    • 競爭公司之間敵對關係的強度
  • 產業價值鏈分析
  • 評估主要宏觀趨勢的影響

第5章市場動態

  • 市場促進因素
    • 對連網型設備的需求不斷成長
    • 對現代 SoC 設計的需求不斷成長
  • 市場抑制因素
    • IP商業模式與規模經濟

第6章市場區隔

  • 按收益類型
    • 執照
    • 版稅
    • 服務
  • 按IP類型
    • 處理器IP
    • 有線/無線介面IP
    • 其他IP類型
  • 按行業分類
    • 消費性電子產品
    • 電腦及周邊設備
    • 產業
    • 其他行業
  • 按地區
    • 北美洲
      • 美國
      • 加拿大
    • 歐洲
      • 英國
      • 德國
      • 法國
      • 其他歐洲國家
    • 亞太地區
      • 中國
      • 台灣
      • 日本
      • 韓國
      • 印度
      • 其他亞太地區
    • 世界其他地區

第7章競爭形勢

  • 公司簡介
    • Faraday Technology Corporation
    • Fujitsu Ltd
    • LTIMindtree Limited
    • ARM Ltd(SoftBank)
    • Synopsys Inc.
    • Cadence Design Systems Inc.
    • CEVA Inc.
    • Andes Technology Corporation
    • MediaTek Inc.
    • Digital Media Professionals
    • Imagination Technologies Ltd
    • VeriSilicon Holdings Co., Ltd
    • Achronix Semiconductor Corporation
    • Rambus Incorporated
    • eMemory Technology Inc.
    • MIPS Tech, LLC
  • 供應商市場佔有率

第8章投資分析

第9章 市場的未來

簡介目錄
Product Code: 48682
Semiconductor (Silicon) Intellectual Property - Market - IMG1

The semiconductor (silicon) intellectual property market was valued at USD 6.26 billion in the previous year and is expected to register a CAGR of 7.38% during the forecast period to become USD 9.6 billion by the next five years.

Key Highlights

  • The semiconductor IP (SIP) market is witnessing rapid growth, with growing semiconductor sales. The market studied is entirely dependent on the semiconductor industry. The semiconductor business has experienced significant growth in the last two decades. The SIP business practices include elements similar to those in traditional semiconductor or application-specific integrated circuits (ASIC), electronic design automation (EDA), and design services markets. However, unlike the well-established business models in the ASIC and EDA industries, SIP business models tend to be more complex, as several parties in the supply chain are involved with successfully deploying commercial SIP in an IC design.
  • Although business practices and SIP business models have become somewhat uniform, the industry still needs to achieve standardization due to the wide variety of SIP product types, customer needs, and frequent changes in EDA tools and process technologies. Rising design costs and increasing market pressures are forcing companies to seek the services of semiconductor IP manufacturers. The various applications of this market include automobiles, smart devices (mobiles and tablets), computers, and peripherals. The significant growth driver of the market studied includes the emerging global adoption of consumer devices and the demand for advanced SOC designs and connected devices. Emerging technologies such as embedded and programmable DSP-IP are expected to further boost the market.
  • According to SEMI's latest quarterly World Fab Forecast report, the worldwide semiconductor industry will invest more than USD 500 billion between 2021 and 2023 in building 84 large-scale chip manufacturing facilities, including automotive and high-performance computing ( HPC), fueling the spending increases. The source also states that the global semiconductor materials market generated revenues of USD 72.69 billion in 2022, of which USD 20.13 billion was made in Taiwan. A further USD 12.97 billion was generated in China, a 7 percent increase from 2021.
  • The complexity of system-on-chip (SoC) designs is outpacing systems engineering capabilities. Increasing design complexity has given rise to growing data size and, thus, making semiconductor development more challenging than before. This is expected to restrain the growth of the market.
  • The COVID-19 pandemic impacted the entire semiconductor manufacturing market on both the demand and supply sides. Additionally, global lockdowns and semiconductor factory closures have exacerbated supply shortages. The impact was also reflected in the studied market. However, many of these effects may be short-term in nature. Measures by governments around the world to support the automotive and semiconductor sectors could stimulate industry growth.

Semiconductor (Silicon) Intellectual Property Market Trends

Consumer Electronics to be the Largest End-user Vertical

  • Semiconductor intellectual property cores are widely used in consumer electronics like smartphones, gaming consoles, microwaves, refrigerators, etc. The consumer electronics industry is evolving by leaps and bounds, and consumer demand pressures are forcing vendors to offer differentiated products and be ahead of the market. Semiconductors are incorporated into communication devices such as mobile phones and home appliances such as game consoles, televisions, and home appliances.
  • The invention of integrated circuits (ICs) is one of the main drivers of the development of the consumer electronics industry, such as broadband and increasingly mobile applications.
  • The market is anticipated to witness robust growth driven by increased tablet and communications market smartphone sales. For instance, according to Ericsson, the number of smartphone mobile network subscriptions worldwide was estimated to increase from 6.42 billion units in 2022 to 7.74 billion units in 2028. China, India, and the United States have the highest number of smartphone mobile network subscriptions.
  • Today, smart products consist of complex electronic systems that require error-free operation. Increasing data speeds, miniaturizing devices, supporting multiple wireless technologies, and extending battery life require detailed analysis. Additionally, the requirement to integrate various functions into one device complicated PCB design.
  • The market for multi-core processors is growing significantly with advancements in personal computing for consumer electronics and the advent of octa-core processors for smartphones. The growth in multi-core processors is anticipated to offer robust growth opportunities for the market studied.
Semiconductor (Silicon) Intellectual Property - Market - IMG2

North America to Hold Major Market Share

  • The United States is one of the major markets in the overall semiconductor market, from vendors' and end-user perspectives. The growing need for intelligent command and control in many industries in the United States presents essential market opportunities for many semiconductor manufacturers.
  • Most of the market vendors are expanding their presence in the region. Furthermore, many market vendors are US-based, which provides a competitive advantage to the regional market. The US government is also playing a significant role in developing the regional semiconductor business, supporting the semiconductor silicon intellectual property (IP) market.
  • The Canadian semiconductor IP industry includes a variety of products and services that benefit a number of sectors, including consumer electronics, healthcare, transportation, and telecommunication. Semiconductor development has faced a gap in access to domestic sources of capital, especially in pre-seed, seed, and early-stage rounds and later stages across the country. This led to a significant percentage of foreign ownership across Canadian companies. At the same time, a lack of funding created an unfavorable environment for Canadian companies to exit too early.
  • The market in Canada is experiencing development and innovation in areas like IoT connection, 5G, and artificial intelligence/ machine learning (AI/ML) acceleration due to prominent players like CMC Microsystems and LSI Computer Systems, Inc. driving the pace. It is anticipated that industry-academia collaboration would further solidify Canada's position in the global semiconductor IP environment, advancing technology and boosting the industry as a whole.

Semiconductor (Silicon) Intellectual Property Industry Overview

The semiconductor (Silicon) intellectual property market is fragmented, with large-scale dealers capable of backward and forward integration and many players running the business in national and international territories. The significant players primarily adopt strategies like product innovation and mergers and acquisitions to stay ahead. The players in the market are Faraday Technology Corporation., Synopsys Inc., Fujitsu Ltd., ARM Ltd (SoftBank), LTI, and Mindtree Limited. among others.

In July 2023, Faraday Technology Corporation introduced a complete SerDes (serializer/deserializer) solution that includes SerDes IP design on the UMC 28 nm process node. Additionally, they offer an IP advanced (IPA) service, encompassing IP subsystem integration, PHY hardcore implementation, and thorough signal integrity/power integrity (SI/PI) analysis on the system, incorporating package and PCB design.

In June 2023, Synopsys Inc. extended its partnership with Samsung Foundry to collaborate on creating a range of intellectual property (IP) designed for semiconductor manufacturing. The aim is to minimize design risk and expedite the process of achieving successful silicon outcomes. In the past, Synopsys and Samsung partnered to develop IP solutions for several of Samsung's processes, such as 8LPU, SF5, SF4, and SF3. These offerings included foundation IP, USB, PCI Express, 112 G Ethernet, UCIe, LPDDR, DDR, MIPI, and various other IP components.

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 Definition
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

  • 4.1 Market Overview
  • 4.2 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.2.1 Bargaining Power of Suppliers
    • 4.2.2 Bargaining Power of Buyers
    • 4.2.3 Threat of New Entrants
    • 4.2.4 Threat of Substitute Products
    • 4.2.5 Intensity of Competitive Rivalry
  • 4.3 Industry Value Chain Analysis
  • 4.4 An Assessment of the Impact of Key Macro Trends

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Growing Demand for Connected Devices
    • 5.1.2 Growing Demand for Modern SoC Designs
  • 5.2 Market Restraints
    • 5.2.1 IP Business Model and Economies of Scale

6 MARKET SEGMENTATION

  • 6.1 By Revenue Type
    • 6.1.1 License
    • 6.1.2 Royalty
    • 6.1.3 Services
  • 6.2 By IP Type
    • 6.2.1 Processor IP
    • 6.2.2 Wired and Wireless Interface IP
    • 6.2.3 Other IP Types
  • 6.3 By End-user Vertical
    • 6.3.1 Consumer Electronics
    • 6.3.2 Computers and Peripherals
    • 6.3.3 Automobile
    • 6.3.4 Industrial
    • 6.3.5 Other End-user Verticals
  • 6.4 By Geography
    • 6.4.1 North America
      • 6.4.1.1 United States
      • 6.4.1.2 Canada
    • 6.4.2 Europe
      • 6.4.2.1 United Kingdom
      • 6.4.2.2 Germany
      • 6.4.2.3 France
      • 6.4.2.4 Rest of Europe
    • 6.4.3 Asia Pacific
      • 6.4.3.1 China
      • 6.4.3.2 Taiwan
      • 6.4.3.3 Japan
      • 6.4.3.4 South Korea
      • 6.4.3.5 India
      • 6.4.3.6 Rest of the Asia Pacific
    • 6.4.4 Rest of the World

7 COMPETITIVE LANDSCAPE

  • 7.1 Company Profiles*
    • 7.1.1 Faraday Technology Corporation
    • 7.1.2 Fujitsu Ltd
    • 7.1.3 LTIMindtree Limited
    • 7.1.4 ARM Ltd (SoftBank )
    • 7.1.5 Synopsys Inc.
    • 7.1.6 Cadence Design Systems Inc.
    • 7.1.7 CEVA Inc.
    • 7.1.8 Andes Technology Corporation
    • 7.1.9 MediaTek Inc.
    • 7.1.10 Digital Media Professionals
    • 7.1.11 Imagination Technologies Ltd
    • 7.1.12 VeriSilicon Holdings Co., Ltd
    • 7.1.13 Achronix Semiconductor Corporation
    • 7.1.14 Rambus Incorporated
    • 7.1.15 eMemory Technology Inc.
    • 7.1.16 MIPS Tech, LLC
  • 7.2 Vendor Market Share

8 INVESTMENT ANALYSIS

9 FUTURE OF THE MARKET