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市場調查報告書
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1641840

可程式 ASIC:市場佔有率分析、產業趨勢與統計、成長預測(2025-2030 年)

Programmable ASIC - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)

出版日期: | 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

可程式 ASIC 市場規模預計在 2025 年為 202.2 億美元,預計到 2030 年將達到 315.8 億美元,預測期內(2025-2030 年)的複合年成長率為 9.32%。

可程式 ASIC-市場-IMG1

全球對智慧型手機、平板電腦和其他行動裝置的需求迅速成長,對家用電子電器領域對可編程 ASIC 的需求產生了積極影響。

主要亮點

  • 新產品開發步伐的加快、IC單位功能成本的降低和功能性的提高、產品更新周期的縮短等都對市場發展產生著正面的影響。
  • 各種通訊應用(例如晶片系統(SoC)應用)的需求不斷成長,預計將在未來幾年推動市場收益的成長。此外,專用積體電路在家用電子電器和各種工業及汽車應用的使用日益增多,預計將進一步推動市場的發展。
  • 推動市場發展的另一個因素是物聯網設備的出現。專用積體電路也用於環境監控、汽車排放控制和個人數位助理等領域。專用積體電路能夠整合模擬和邏輯功能,從而可以在單一晶片上形成完整的機制,有望推動市場成長。
  • 可程式 ASIC 市場的主要限制因素之一是高昂的設計成本。設計和開發過程需要投入大量的資源和時間,這對於中小型企業來說成本過高。例如,蘋果採用5nm製程設計的A14 Bionic晶片,其設計開發成本預計約4億美元。
  • 在可程式 ASIC 設計中使用第三方智慧財產權 (IP) 可能會導致授權問題和法律糾紛。例如,2020 年,NVIDIA 與 Arm Holdings 因在 NVIDIA 產品中使用 Arm 的 IP 而陷入法律糾紛。此次糾紛可能會影響NVIDIA未來產品的開發和可用性。
  • COVID-19 疫情導致全球供應鏈嚴重中斷,影響了可程式 ASIC 的生產和交貨。疫情導致產品發布延遲,影響了公司在可程式化 ASIC 市場的收益。例如,賽靈思 2020 年 Versal ACAP 產品線的推出因疫情而推遲,影響了其 2021 會計年度收益。
  • 世界各國政府都支持半導體產業,以減輕疫情的影響。例如,在美國,根據《經濟時報》報道,作為《美國晶片法案》的一部分,政府已在2021年提供了520億美元的資金來支持半導體產業。預計這筆資金將用於支持新興國家可程式 ASIC 的開發和生產。俄羅斯和烏克蘭之間的戰爭也影響了整個包裝生態系統。

可程式 ASIC 市場趨勢

消費性電子領域的需求不斷成長,推動市場

  • 製造商正在將人工智慧 (AI)、機器學習 (ML) 和物聯網 (IoT) 等最尖端科技融入家用電器。可程式 ASIC 提供支援這些技術所需的處理能力和靈活性,使其成為消費性電子產品製造商的首選解決方案。
  • 為了最大限度地延長電池壽命,消費性電子產品需要消耗盡可能少的電量。可程式 ASIC 的設計目標是消耗最少的功率,使其成為消費性電子設備的理想選擇。
  • 人工智慧和機器學習在消費性電子產品中變得越來越重要,尤其是在智慧型手機和智慧揚聲器中。可程式 ASIC 提供支援這些技術所需的運算能力,使其成為消費性電子產品製造商的理想選擇。
  • 物聯網設備在消費性電子領域的應用正在迅速成長。可程式 ASIC 可滿足物聯網設備的連接和處理需求,使其成為尋求製造物聯網設備的消費性電子產品製造商的完美選擇。

亞太地區的高成長

  • 亞太地區的消費性電子市場正在成長,可程式 ASIC 在這些產品中的應用越來越多。例如,三星在 2021 年宣布已開發出 5G 裝置的全新可程式 ASIC。這款新處理器提供更高的資料傳輸速度和更高的電源效率,使其成為 5G 裝置的理想選擇。
  • 亞太地區汽車產業正在採用 ADAS 等最尖端科技,並需要可編程 ASIC 等高效能運算選項。例如,領先的可程式 ASIC 製造商 Xilinx 在 2021 年透露,它已與中國汽車製造商上汽集團合作開發新的 ADAS 平台。該平台採用 Xilinx 可程式 ASIC,提供車道偏離警告和自動緊急煞車等尖端安全功能。
  • 亞太地區對半導體領域的投資持續大幅增加。例如,2021 年,台灣政府宣布將在未來五年內投資 3.34 億美元開發可程式 ASIC 等最尖端科技。預計這項投資將有助於台灣保持其作為該地區最大半導體生產國的地位。
  • 半導體產業的成長持續得到亞太地區政府的支持。例如,印度政府於 2021 年推出了針對半導體產業的生產連結獎勵(PLI) 計畫。該計劃為半導體製造商(尤其是生產可編程 ASIC 的製造商)提供財政獎勵,以在印度建立或擴大業務。
  • 雲端運算和其他數位技術的日益使用,推動了亞太全部區域對資料中心的需求大幅成長。中國領先的雲端服務供應商阿里雲宣布將於2021年推出雲端基礎的全新可程式ASIC平台X-Engine。透過利用可程式 ASIC,平台可提供更快、更有效率的處理效能,使其成為資料中心應用的理想選擇。

可程式專用積體電路 (ASIC) 產業概況

可程式專用積體電路 (ASIC) 市場競爭激烈,國內和國際市場上都有許多領先的供應商。隨著主要企業採用產品創新、合資、夥伴關係和併購等策略,市場似乎正進入中等競爭階段。市場的主要企業包括 ADI 公司、英飛凌科技公司、義法半導體公司和德克薩斯公司。

  • 2022 年 9 月——先進記憶體技術全球領導者三星電子今天宣布推出業界首款 512GB CXL 記憶體晶片,標誌著 CXL 朝著實用化邁出重要一步,這將使IT 系統實現極高的容量和低延遲。新款 CXL DRAM 的記憶體容量是先前三星 CXL 產品的四倍,系統延遲是其五分之一,並且採用專用整合電路 (ASIC) CXL 控制器構建。
  • 2022 年 7 月 - 領先的 ASIC 設計服務和 IP 製造商之一 Faraday Technology Corporation 推出 FPGA-Go-ASIC原型製作平台。透過智原科技的SoCreative,客戶可快速進入電路創作與系統檢驗流程! SoC平台和可選的FPGA原型製作平台使您能夠快速進入電路建立和系統檢驗流程。結合豐富的FPGA-Go-ASIC解決方案,智原科技不僅能幫助客戶提升晶片效能,還能加快產品開發速度並降低成本。

其他福利

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

目錄

第 1 章 簡介

  • 研究假設和市場定義
  • 研究範圍

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
    • 購買者/消費者的議價能力
    • 新進入者的威脅
    • 替代品的威脅
    • 競爭對手之間的競爭
  • 市場促進因素
    • 電子產業需求增加
    • 各種應用對微電子的需求不斷增加
  • 市場挑戰
    • 小批量生產成本相對較高

第5章 市場區隔

  • 按最終用戶
    • 消費性電子產品
    • 通訊
    • 其他最終用戶
  • 按地區
    • 北美洲
      • 美國
      • 加拿大
    • 歐洲
      • 德國
      • 法國
      • 英國
      • 其他歐洲國家
    • 亞太地區
      • 印度
      • 中國
      • 日本
      • 其他亞太地區
    • 世界其他地區

第6章 競爭格局

  • 公司簡介
    • AT&T Inc.
    • Verizon Communications Inc.
    • Vodafone Group Plc
    • T-Mobile US Inc.(Sprint Corporation)
    • Telstra Corporation Ltd
    • Telefonica SA
    • China Telecommunications Corporation
    • Deutsche Telekom
    • IDEMIA
    • Nippon Telegraph and Telephone

第7章投資分析

第8章 市場機會與未來趨勢

簡介目錄
Product Code: 59033

The Programmable ASIC Market size is estimated at USD 20.22 billion in 2025, and is expected to reach USD 31.58 billion by 2030, at a CAGR of 9.32% during the forecast period (2025-2030).

Programmable ASIC - Market - IMG1

The rapidly rising demand for smartphones, tablets, and other mobile devices across the globe is positively impacting the programmable ASIC demand in the consumer electronics segment.

Key Highlights

  • The increased pace of new product development, declining cost per function of ICs, and their increasing functionality, and shortened product replacement cycles are some of the factors that are positively influencing the growth of the market.
  • The growing demand for various telecommunications applications such as system-on-chip (SoC) applications is expected to boost the revenue of the market in the coming years. Additionally, the growing use of application-specific integrated circuits in consumer electronics and various industrial and automotive applications is further expected to drive the market forward.
  • Another factor driving the market is the emergence of IoT devices. These circuits are also used in applications such as environmental monitoring, automotive emission control, and personal digital assistants among others. As the application-specific integrated circuits are capable of integrating both analog and logic functions, hence they enable the formation of a complete mechanism on a single chip, which is expected to boost the growth of the market.
  • One of the major restraints in the Programmable ASIC market is the high design cost associated with it. The design and development process requires a significant investment in terms of resources and time, which may be prohibitive for small and medium-sized enterprises. For instance, Apple's A14 Bionic chip, which was designed on a 5nm process, is estimated to have cost around $400 million in design and development.
  • The use of third-party intellectual property (IP) in Programmable ASIC design can lead to licensing issues and legal disputes. For instance, in 2020, Nvidia and Arm Holdings were involved in a legal dispute over the use of Arm's IP in Nvidia's products. This dispute could potentially impact the development and availability of Nvidia's products in the future.
  • The COVID-19 pandemic led to significant disruptions in the global supply chain, which impacted the production and delivery of Programmable ASICs. The pandemic led to delays in product launches, which impacted the revenue of companies in the Programmable ASIC market. For instance, Xilinx faced delays in the release of its Versal ACAP product line in 2020 due to the pandemic, which impacted its revenue in the fiscal year 2021.
  • Governments across the world provided support to the semiconductor industry to mitigate the impact of the pandemic. For instance, as per Economic times, in the United States, the government provided USD 52 billion in funding to support the semiconductor industry in 2021 as part of the CHIPS for America Act. This funding is expected to support the development and production of Programmable ASICs in the country. There has also been an impact of the Russia-Ukraine war on the overall packaging ecosystem.

Programmable Application Specific Integrated Circuit (ASIC) Market Trends

Increasing Demand from Consumer Electronics Segment to Drive the Market

  • Manufacturers are incorporating cutting-edge technology such as artificial intelligence (AI), machine learning (ML), and the Internet of Things (IoT) into their consumer electronics products. Programmable ASICs are the greatest solution for consumer electronics manufacturers because they provide the processing power and flexibility required to support these technologies.
  • To maximize battery life, consumer electronics gadgets must consume as little electricity as possible. Programmable ASICs are designed to consume less power, making them an excellent choice for consumer electronics gadgets.
  • AI and machine learning are becoming increasingly important in consumer electronics, particularly in smartphones and smart speakers. Programmable ASICs provide the computing power required to support these technologies, making them the ideal choice for consumer device manufacturers.
  • In the consumer electronics sector, the use of IoT devices is rapidly increasing. Programmable ASICs are an excellent choice for consumer electronics manufacturers looking to produce IoT devices because they can meet the connectivity and processing needs of IoT devices.

Asia-Pacific to Witness High Growth

  • In the Asia Pacific region, there is a growing market for consumer electronics, and programmable ASICs are being employed in more and more of these products. For instance, Samsung declared that it had created a brand-new Programmable ASIC for usage in its 5G devices in 2021. The new processor is the best option for 5G handsets since it delivers higher data transfer rates and increased power efficiency.
  • The Asia Pacific region's automobile industry is implementing cutting-edge technologies like ADAS, which need for high-performance computing options like Programmable ASICs. For instance, a top producer of programmable ASICs, Xilinx, revealed in 2021 that it had teamed up with Chinese carmaker SAIC Motor to create a new ADAS platform. The platform offers cutting-edge safety features including lane departure warnings and autonomous emergency braking thanks to Xilinx's Programmable ASICs.
  • Asia Pacific continues to see tremendous investment in the semiconductor sector. For instance, the Taiwanese government declared in 2021 that it will spend USD 334 million over the following five years on the development of cutting-edge technologies, such as Programmable ASICs. The investment will help Taiwan maintain its position as the region's top producer of semiconductors.
  • The growth of the semiconductor sector has continued to get assistance from governments in the Asia Pacific area. The Production-Linked Incentive (PLI) scheme for the semiconductor industry, for instance, was introduced by the Indian government in 2021. The programme offers financial incentives to semiconductor manufacturers, particularly those working on Programmable ASICs, to entice them to establish or grow their operations in India.
  • The increasing usage of cloud computing and other digital technologies is fueling a significant increase in demand for data centres throughout the Asia Pacific region. A new cloud-based Programmable ASIC platform named X-Engine was created in 2021, according to an announcement made by Alibaba Cloud, one of China's top cloud service providers. The platform leverages Programmable ASICs to give processing performance that is faster and more effective, making it the perfect option for data centre applications.

Programmable Application Specific Integrated Circuit (ASIC) Industry Overview

The programmable application-specific integrated circuit (ASIC) market is moderately competitive owing to the presence of many large vendors operating in domestic as well as international markets. The market appears to be moderately concentrated moving towards the moderately competitive stage with the major players adopting strategies like product innovation, joint ventures, partnerships, and mergers and acquisitions. Some of the major players in the market are Analog Devices, Inc., Infineon Technologies AG, STMicroelectronics, and Texas Instruments Inc. among others.

  • September 2022 - In a significant step towards the commercialization of CXL, which will enable extremely high memory capacity with low latency in IT systems, Samsung Electronics Co., Ltd., the world leader in advanced memory technology, today announced its development of the industry's first 512 gigabytes (GB) Compute Express Link (CXL) DRAM. The new CXL DRAM, which boasts four times the memory capacity and a fifth of the system latency compared to the prior Samsung CXL offering, is constructed using an application-specific integrated circuit (ASIC) CXL controller.
  • July 2022 - The FPGA-Go-ASIC prototyping platform was introduced by Faraday Technology Corporation, one of the top producers of ASIC design services and IP. Customers can quickly enter the circuit creation and system verification process with the help of Faraday's SoCreative! SoC platforms and optional FPGA prototyping platforms with this solution. In conjunction with its extensive FPGA-Go-ASIC solution, Faraday can assist clients in improving chip performance as well as hastening and reducing the cost of product development.

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/Consumers
    • 4.2.3 Threat of New Entrants
    • 4.2.4 Threat of Substitutes
    • 4.2.5 Intensity of Competitive Rivalry
  • 4.3 Market Drivers
    • 4.3.1 Rising Demand from the Electronics Industry
    • 4.3.2 Growing Demand for Microelectronics in Several Applications
  • 4.4 Market Challenges
    • 4.4.1 Comparatively Expensive if Manufactured in Small Quantity

5 MARKET SEGMENTATION

  • 5.1 By End User
    • 5.1.1 Consumer Electronics
    • 5.1.2 Telecommunication
    • 5.1.3 Automotive
    • 5.1.4 Other end user
  • 5.2 By Geography
    • 5.2.1 North America
      • 5.2.1.1 United States
      • 5.2.1.2 Canada
    • 5.2.2 Europe
      • 5.2.2.1 Germany
      • 5.2.2.2 France
      • 5.2.2.3 United Kingdom
      • 5.2.2.4 Rest of Europe
    • 5.2.3 Asia-Pacific
      • 5.2.3.1 India
      • 5.2.3.2 China
      • 5.2.3.3 Japan
      • 5.2.3.4 Rest of Asia-Pacific
    • 5.2.4 Rest of the World

6 COMPETITIVE LANDSCAPE

  • 6.1 Company Profiles
    • 6.1.1 AT&T Inc.
    • 6.1.2 Verizon Communications Inc.
    • 6.1.3 Vodafone Group Plc
    • 6.1.4 T-Mobile US Inc. (Sprint Corporation)
    • 6.1.5 Telstra Corporation Ltd
    • 6.1.6 Telefonica SA
    • 6.1.7 China Telecommunications Corporation
    • 6.1.8 Deutsche Telekom
    • 6.1.9 IDEMIA
    • 6.1.10 Nippon Telegraph and Telephone

7 INVESTMENT ANALYSIS

8 MARKET OPPORTUNITIES AND FUTURE TRENDS