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半導體生產設備

市場調查報告書

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1440365

微處理器 - 市場佔有率分析、產業趨勢與統計、成長預測（2024 - 2029）

Microprocessor - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)

出版日期: 2024年02月15日 | 出版商:

Mordor Intelligence | 英文 120 Pages | 商品交期: 2-3個工作天內

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簡介目錄

微處理器市場規模預計到 2024 年為 1,032.1 億美元，預計到 2029 年將達到 1,363.7 億美元，在預測期內（2024-2029 年）CAGR為 5.73%。

由於5G和高效能運算設備的日益普及、基於雲端的軟體和資料中心的日益採用、人工智慧和機器學習解決方案的進步以及對家用電器和汽車的需求不斷成長可能會推動微處理器市場的成長。

主要亮點

微處理器是微型電腦的控制單元，建構在晶片上，能夠執行算術邏輯單元（ALU）運算並與其他連結設備進行通訊。微處理器包括控制單元、暫存器陣列和ALU。 ALU執行算術和邏輯運算；控制單元透過電腦監控資料流和指令，暫存器陣列儲存累加器和資料。微處理器依照提供的順序執行獲取、解碼和執行。
物聯網的快速崛起是促進微處理器使用的重要原因之一。由於現在從更廣泛的事物中收集資料在技術和經濟上都比以前更加可行，因此公司經常誤判物聯網產品和平台生成的資料的複雜性和數量，因此需要部署解決方案來幫助他們管理和解釋所有資料他們現在正在收集。因此，微處理器是物聯網基礎設施的主要組成部分，預計需求將會成長。
此外，對擴增實境和虛擬實境應用程式和設備以及數位相機和遊戲機的需求不斷成長，正在推動全球微處理器市場向前發展。
除此之外，智慧家庭產品的日益普及也推動了對微處理器的需求。智慧鎖、火災煙霧警報系統、智慧揚聲器等設備擴大在人們的生活中佔據一席之地。再加上中產階級的消費能力不斷增強，尤其是印度、巴西等發展中國家的中產階級，預計將進一步支持研究市場的成長。
由於 IT 基礎設施、UPS（不間斷電源）系統、配電裝置 (PDU) 和冷卻裝置都以某種形式使用微處理器，不斷擴大的資料中心產業預計也將為所研究的市場的成長創造有利的場景。此外，採用微型資料中心的多重好處，例如降低交易成本、高功能性和高儲存量，預計將推動對此類資料中心類型的需求，從而推動所研究市場的成長。
然而，半導體晶片的短缺、微處理器積體電路生產的複雜性、電路設計費用、原料價格上漲、電腦系統出貨量減少以及低成本行動裝置銷售增加等因素正在課題著所研究市場的成長。
COVID-19 對微處理器市場產生了顯著影響。儘管如此，疫情期間需求大幅增加，尤其是消費性電子和醫療保健產業。由於各國實施廣泛的封鎖，生產能力有限，供應鏈受到限制，供應商感到難以滿足需求。
然而，隨著情況恢復正常，由於很大一部分半導體製造商正在增加投資和努力擴大微處理器和其他半導體產品的生產，預計市場將獲得牽引力。此外，自動化、連網汽車、人工智慧、機器學習和物聯網等技術的日益普及，為後疫情時期研究市場的成長創造了有利的市場場景。

微處理器市場趨勢

消費性電子領域推動市場成長

微處理器因其處理速度快、尺寸小且易於維護而擴大應用於桌上型電腦、智慧型手機、平板電腦和伺服器等消費性電子應用。這種多用途電子處理設備可配置為每秒完成約30億次活動，在儲存區域之間快速傳輸資料，並進行複雜的數學計算，例如浮點運算。不斷成長的消費性電子市場將有利於微處理器市場，有助於市場的成長和所考慮市場的進步。
近年來，遊戲產業成長顯著，自疫情爆發以來成長更為顯著，因為PC、遊戲機、智慧型手機等遊戲設備都包含由許多組件組成的嵌入式系統，這些組件均服務於特定功能，遊戲不斷成長市場將促進智慧型手機、遊戲機和 VR/AR 設備的成長，最終影響全球微處理器的成長。
近年來智慧型手機和平板電腦的普及影響了個人電腦的需求。微處理器和 GPU 市場的成長受到新一代智慧型手機和平板電腦的攜帶性和效能的影響。與智慧型手機和平板電腦中使用的處理器和 GPU 相比，PC 處理器和 GPU 通常更昂貴。隨著越來越多的用戶選擇智慧型手機和平板電腦等可攜式裝置來執行日常任務，桌上型電腦在個人電腦類別中的銷量大幅下降。此外，由於PC的生命週期較長，短時間內無法更換，因此智慧型手機產業的整體需求不斷成長，可以輕鬆快速地升級到改進的技術。
此外，由於低延遲和高速網路的可用性，5G 的到來預計將大大加快智慧型手機和其他穿戴式裝置的採用，從而在此過程中產生對微處理器的需求。愛立信預計，全球智慧型手機用戶數量預計將從 2021 年的 62.6 億增加到 2028 年的 77.9 億。

亞太地區將佔據重要市場佔有率

亞太地區佔有重要的市場佔有率，預計在預測期內將成長最快。這一成長歸功於該地區智慧型手機和其他設備（例如筆記型電腦、手機、桌上型電腦和平板電腦）使用量的增加。由於數位化的快速發展、高科技產品的普及以及汽車電子的進步等因素，中國和印度等發展中經濟體也正在幫助市場擴張。此外，物聯網 (IoT) 使用量的增加、政府大量 IT 投資以及對基於雲端的服務不斷成長的需求將在整個預測期內推動區域市場的發展。
由於亞太地區對具有先進功能的豪華汽車的需求最近不斷增加，預計汽車行業將對微處理器產生大量需求。此外，有關乘客和車輛安全的嚴格政府法規也對亞太地區研究市場的成長做出了積極貢獻。
由於存在龐大的消費性電子產品和汽車製造業，預計中國將在所研究的市場中保持主導地位。根據中國汽車工業協會統計，2022年4月，中國乘用車產量約99.6萬輛，商用車產量約21萬輛。此外，本月中國汽車工業共生產了約120萬輛汽車。
考慮到對半導體晶片不斷成長的需求以及與美國持續存在的問題，包括阿里巴巴和百度在內的多家中國公司一直在投資製造自己的晶片，此舉被認為是中國在實現增強本土晶片能力的目標方面取得的進展。一項關鍵技術。中國在其「十四五」規劃中將人工智慧、量子運算、半導體和太空等七個技術領域列為優先考慮的領域，預計將推動所研究市場的機會。
其他國家也出現了類似的趨勢，它們不斷推出措施來推動各自地區半導體產業的成長。例如，最近公佈的印度 DIR-V 計畫旨在透過大規模生產下一代本土微處理器來加速該國的半導體生態系統。印度政府希望在 2023 年 12 月實現重質商業矽生產和設計勝利。同樣，政府也與索尼印度、ISRO、BEL 等公司簽署了五份合作備忘錄，以推廣內部創建的 Shakti 和 Vega RISC-V 微處理器的使用。

微處理器產業概況

由於初始投資較高，微處理器市場非常集中，並由少數主要參與者主導。然而，不斷成長的市場需求和穩定的獲利能力預計將吸引新參與者進入市場，使其更具競爭力。該市場的一些主要參與者包括英特爾、英偉達、高通等。

2023 年 2 月，印度高級運算發展中心 (C-DAC) 宣布他們正在開發該國第一個自主設計的微處理器系列。該組織的處理器路線圖旨在幫助該國實現微處理器的自力更生。 C-DAC 的目標是到 2024 年底在全國範圍內實現 64 PetaFlops (PF) 的累積運算能力。

2023 年1 月，英特爾在CES 2023 上推出了最新的第13 代H 和HX 系列筆記型電腦處理器。據該公司稱，這些高效能筆記型電腦處理器提供多達24 核CPU、DDR5 支援、PCIe Gen5等。該公司還發布了第 13 代英特爾酷睿 P 和 U 系列處理器，具有改進的 Iris Xe 板載顯示卡和多達 14 核心 CPU 設計。

額外的好處：

Excel 格式的市場估算 (ME) 表
3 個月的分析師支持

Due to the growing popularity of 5G and high-performance computing devices, increasing adoption of cloud-based software and data centers, advancements in artificial intelligence and machine learning solutions, and the increasing demand for household appliances and automobiles will likely fuel the microprocessor market growth.

Key Highlights

A microprocessor is a microcomputer's controlling unit, built on a chip, capable of performing Arithmetic Logic Unit (ALU) operations and communicating with other linked devices. A microprocessor comprises a Control Unit, a Register Array, and an ALU. The ALU performs arithmetic and logical operations; the Control Unit supervises data flow and instructions through the computer, and the Register Array stores accumulators and data. The microprocessor performs Fetch, Decode, and Execute in the provided sequence.
The rapid rise of the Internet of Things is one significant reason for promoting microprocessor usage. As collecting data from a far wider range of things is now technically and economically feasible than before, companies frequently misjudge the complexity and volume of data generated by IoT products and platforms, necessitating the deployment of solutions to help them manage and interpret all of the data they are now collecting. Microprocessors which are among the major component of IoT infrastructure, are thus expected to grow in demand.
In addition, the growing demand for Augmented Reality and Virtual Reality apps and devices, as well as digital cameras and gaming consoles, is propelling the worldwide microprocessor market forward.
Apart from this, the increasing penetration of smart home products is also driving the demand for microprocessors. Devices like smart locks, fire, and smoke alarm systems, smart speakers, etc., are increasingly taking their place in the lives of people. Coupled with the increasing spending capacity of the middle class, especially across developing countries such as India, Brazil, etc., are expected to support the growth of the studied market further.
The expanding data center industry is also expected to create a favorable scenario for the studied market's growth, as IT infrastructure, UPS (uninterruptible power supply) systems, power distribution units (PDUs), and cooling units all use microprocessors in some form or other. Furthermore, the multiple benefits of adopting micro-data centers, such as decreased transactional costs, high functionality, and high storage, are expected to propel the demand for such data center types, driving the studied market's growth in the process.
However, the factors such as the shortage of semiconductor chips, the complexity involved in the production of microprocessor integrated circuits, circuit design expenses, escalating raw material prices, decreased shipment of computer systems, and increased sales of low-cost mobile devices are challenging the growth of the studied market.
A notable impact of COVID-19 was observed on the microprocessors market. Although, the demand increased significantly during the pandemic, especially across the consumer electronics and healthcare industry. The vendors felt it hard to match the demand owing to limited production capabilities and supply chain constraints due to widespread lockdowns imposed across various countries.
However, with the conditions returning to normalcy, the market is expected to gain traction as a significant portion of the semiconductor manufacturers is increasing their investment and efforts to scale up the production of microprocessors and other semiconductor products. Furthermore, the increasing penetration of technologies such as automation, connected cars, AI, ML, and IoT are creating a favorable market scenario for the growth of the studied market in the post-COVID period.

Microprocessor Market Trends

Consumer Electronics Segment to drive the Market Growth

Microprocessors are increasingly used in consumer electronics applications such as desktop PCs, smartphones, tablets, and servers because of their fast processing speed, small size, and ease of maintenance. This multipurpose electronic processing device may be configured to accomplish about 3 billion activities per second, transport data swiftly between memory regions, and conduct sophisticated mathematical calculations such as floating-point operations. The rising consumer electronic segment will favor the Microprocessor Market, contributing to market growth and progress for the market under consideration.
The gaming industry has grown significantly in recent years, rather more dramatically since the outbreak of the pandemic, as gaming devices such as PC, game consoles, smartphones, etc., contain embedded systems comprising many components all serving a specific function, the growing gaming market will contribute to the growth of smartphones, Gaming consoles, and VR/AR devices, ultimately influencing the growth of microprocessors globally.
The popularity of smartphones and tablets in recent years has influenced PC demand. Microprocessor and GPU market growth have been impacted by the portability and performance of new-generation smartphones and tablets. When compared to those utilized in smartphones and tablets, PC processors and GPUs are usually more expensive. Desktop PCs have significantly declined in the PC category as more users chose portable devices such as smartphones and tablets for day-to-day tasks. Furthermore, because PCs have a long lifecycle and cannot be replaced in a short time, there is a growth in overall demand for the smartphone industry, which can be easily upgraded to improved technology quickly.
Furthermore, the arrival of 5G is expected to significantly expedite the adoption of smartphones and other wearable devices owing to the availability of a low latency and high-speed network, creating the demand for microprocessors in the process. According to Ericsson, global smartphone subscriptions are expected to grow from 6,260 million in 2021 to 7,790 million by 2028.

Asia Pacific to Account for a Significant Market Share

The Asia-Pacific region commands a significant market share and is predicted to grow the fastest over the forecast period. The increased use of smartphones and other devices in the region, such as laptops, mobile phones, desktop computers, and tablets, is credited with the increase. Due to factors such as fast digitalization, increased penetration of high-tech gadgets, and progress of automotive electronics, developing economies such as China and India are also helping market expansion. Furthermore, increased Internet of Things (IoT) usage, large government IT investment, and rising demand for cloud-based services will drive the regional market throughout the projection period.
The automotive industry is expected to generate considerable demand for microprocessors as the demand for luxury cars with advanced functionalities has been increasing lately in the Asia Pacific region. Furthermore, stringent government regulations regarding passenger and vehicle safety also contribute positively to the studied market's growth in Asia Pacific.
China is expected to remain dominant in the studied market due to the presence of a large consumer electronics and automotive manufacturing industry. According to the China Association of Automobile Manufacturers, in April 2022, around 996,000 passenger cars and 210,000 commercial vehicles were produced in China. Additionally, during the month, China's automotive industry produced a total of about 1.2 million vehicles.
Considering the growing demand for semiconductor chips, and ongoing issues with the United States, various Chinese firms, including Alibaba and Baidu, among others, have been making investments in manufacturing their own chips, a move considered progress toward China's goal of increasing local capabilities in a crucial technology. China has outlined seven technology fields in its 14th five-year plan, including artificial intelligence, quantum computing, semiconductors, and space, as its priority which is expected to drive opportunities in the studied market.
A similar trend has been observed across other countries as well, which are continuously launching initiatives to drive the semiconductor industry's growth in their respective regions. For instance, India's DIR-V program, which aims to accelerate the country's semiconductor ecosystem by mass-producing next-generation indigenous microprocessors, was recently revealed. By December 2023, the Indian government hopes to have achieved heavy-grade commercial silicon production and design victories. In the same vein, the government has inked five Memorandums of Understanding with companies such as Sony India, ISRO, BEL, and others to promote the usage of the Shakti and Vega RISC-V microprocessors, which were created in-house.

Microprocessor Industry Overview

The Microprocessor Market is concentrated due to the high initial investments and is dominated by a few major players. However, the growing market demand and stable profitability are expected to drive new players into the market, making it more competitive. Some of the key players in the market are Intel, Nvidia, Qualcomm, etc.

In February 2023, India's Centre for Development of Advanced Computing (C-DAC) announced they are working on the country's first indigenously designed family of microprocessors. The organization's roadmap for processors is aimed at helping the country become self-reliant in microprocessors. C-DAC targets to achieve 64 PetaFlops (PF) of cumulative compute power across the country by the end of 2024.

In January 2023, Intel unveiled its latest 13th Gen H and HX series of laptop processors at CES 2023. According to the company, these high-performance laptop processors offer up to 24-core CPU, DDR5 support, PCIe Gen5, and more. The company also announced the 13th Gen Intel Core P and U series of processors with improved Iris Xe onboard graphics and up to 14 core CPU designs.

Additional Benefits:

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

1 INTRODUCTION

1.1 Study Assumptions and Market Definition
1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHT

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

5 MARKET DYNAMICS

5.1 Market Drivers
- 5.1.1 Increase in demand for high performance and energy-efficient processors
5.2 Market Restraints
- 5.2.1 Decrease in demand for PCs

6 MARKET SEGMENTATION

6.1 By Type
- 6.1.1 APU
- 6.1.2 CPU
- 6.1.3 GPU
- 6.1.4 FPGA
6.2 By Application
- 6.2.1 Consumer Electronics
- 6.2.2 Enterprise - Computer and Servers
- 6.2.3 Automotive
- 6.2.4 Industrial
- 6.2.5 Others
6.3 By Geography
- 6.3.1 North America
- 6.3.2 Europe
- 6.3.3 Asia Pacific
- 6.3.4 Latin America
- 6.3.5 Middle East & Africa

7 COMPETITIVE LANDSCAPE

7.1 Company Profiles
- 7.1.1 Intel Corporation
- 7.1.2 TSMC
- 7.1.3 SK Hynix Inc.
- 7.1.4 Sony Corporation
- 7.1.5 Nvidia Corporation
- 7.1.6 Samsung Electronics Co. Ltd.
- 7.1.7 Qualcomm Technologies
- 7.1.8 Broadcom Inc.
- 7.1.9 Micron Technology