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市場調查報告書
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1642006

5G 晶片組：全球市場佔有率分析、行業趨勢和統計、成長預測（2025-2030 年）

Global 5G Chipset - 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

2025年全球5G晶片組市場規模預估為532億美元，預計到2030年將達到1318.3億美元，在市場預估和預測期內（2025-2030年）的複合年成長率為19.9%。

全球 5G 晶片組市場-IMG1

5G調變解調器晶片組將與服務供應商結合，顯著貢獻和增強三大關鍵應用：增強行動寬頻、超可靠和低延遲通訊、以及大規模基於機器的通訊。預計該技術的應用將在預測期內推動對 5G 晶片組的需求。

主要亮點

  • 5G晶片組有望成為5G網路的關鍵組成部分，並將很快為智慧型手機OEM和通訊業者大規模部署。為了提供超快的網路速度和資料速率，世界各地的主要通訊服務供應商都在將其網路升級到 5G。
  • 5G的出現有望促進已邁向第四次工業革命（工業4.0）的產業使用連網設備。工業 4.0 正在促進跨行業的蜂窩連接，而物聯網和機器對機器連接的興起也有助於推動市場的發展。全球各地正在進行多個智慧城市計劃和舉措，預計到 2025 年，全球整體將建立約 30 個智慧城市，其中一半將位置北美和歐洲。根據經合組織預測，2010年至2030年間，城市基礎建設計劃預計將達1.8兆美元。這主要是因為它用於智慧城市連接應用，這是推動5G晶片組需求的主要因素之一。
  • 多家通訊業者正在獲取頻譜以擴大 5G 連接的覆蓋範圍。例如，在 2022 年 8 月印度首次 5G 頻譜競標中，Airtel 以 43,084 千萬盧比的價格購買了 19,800 MHz 的頻譜。在過去的20年裡，900 MHz、2100 MHz、1800 MHz、3300 MHz 和 26 GHz 的頻譜都是透過競標獲得的。該公司已在3.5GHz和26GHz頻段取得了全印度業務覆蓋。該公司表示，這是提供最佳5G體驗的理想頻譜庫，可以以最低的成本策略性地實現100倍的容量擴展。
  • Global Workplace Analytics 在 2020 年進行的一項調查發現，超過 80% 的受訪者俱備居家辦公所需的技術技能和知識，並且可以輕鬆存取公司網路（可能包括固網和行動網路）。 100% 的受訪者表示他們信任這項服務。
  • 3GPP規定5G應提供基於IMS的語音或視訊通訊服務。 ii 要求在 3GPP Release 16 中部署用於 5G-to-3G SRVCC 的 IMS，或在 3GPP Release 15 中部署 VoNR、EPS FB、VoeLTE 和 RAT FB。因此，預計此類升級將增加基礎設施成本並使市場成長變得困難。每種架構都有其自身的挑戰，但它們都要求在通訊業者網路內為 IP 多媒體子系統 (IMS) 做好網路準備。

5G晶片組市場趨勢

工業自動化佔很大佔有率

  • 根據凱捷顧問公司調查，過去 18 到 24 個月內，每 10 家汽車工廠中就有 3 家已經變得更聰明。此外，80% 的汽車製造商認為 5G 對未來五年的數位轉型至關重要。例如，愛立信和奧迪正在合作，在位於德國蓋默斯海姆的奧迪生產實驗室中演示無線連接的生產機器人如何製造車身，採用與該公司位於英戈爾施塔特的總部相同的模擬流程。我們正在進行一場考試。
  • 對智慧製造方法的重視是影響市場的關鍵趨勢。根據IBEF的資料，印度政府有一個雄心勃勃的目標，即到2025年將製造業產出對GDP的貢獻從16%提高到25%。智慧先進製造和快速轉型中心 (SAMARTH) Udyog Bharat 4.0舉措旨在提高印度製造業對工業 4.0 的認知，並幫助相關人員應對智慧製造的挑戰。
  • 工業 4.0 革命，即工業物聯網 (IIOT)，正在透過即時分析智慧機器和啞機器產生的資料，朝向汽車、製造、倉儲和物流領域邁進。然而，自動化在這些領域帶來了一些挑戰。由於與必要硬體的整合不佳，預期的業務改善很難實現。例如，自動化僅佔印度製造業GDP的1%，而已開發國家則約為5%。這是由於缺乏適合實施的技術。此外，根據 GSMA 預測，到 2025 年，北美消費者和工業物聯網 (IoT) 連接總數將成長到 54 億。
  • 5G 在工業環境中被期望帶來許多好處，因此引起了廣泛的興趣。自 3GPP Release 16 以來，5G 為企業提供的關鍵特性（如 99.999% 的網路可用性和可靠性、低於 10 毫秒的延遲以及對時間敏感網路的網路支援）已被定義為產業在以下背景下的數位化。
  • 例如，ABB 和愛立信聯手實現泰國的工業 4.0 目標，並透過自動化系統和無線通訊促進未來的彈性生產。重點領域包括 ABB 的機器人和離散式自動化、工業自動化和運動業務領域以及 ABB Ability™ 平台服務。此次合作將透過愛立信的通訊服務供應商合作夥伴和物聯網加速器平台推出用於製造環境中遠端試運行的支援 5G 和擴增實境的鏡頭，以及支援 5G 和全球 NB-IoT 連接的馬達和驅動器。我們已經為你做好準備了。

北美佔最大佔有率

北美是最重要的市場成長地區之一。美國佔據該地區大部分市場佔有率。這一成長是由物聯網、M2M通訊、行動寬頻和其他新興應用的需求所推動的。

根據GSMA Intelligence的《2020年北美行動經濟》報告，5G連線將佔北美所有行動連線的一半以上。到2025年，該地區4.26億個行動連線中，51%將使用5G網路。報告稱，到2025年該地區將擁有3.4億個行動用戶。

此外，根據思科年度網路報告，美國智慧型手機的平均連線速度將從 2018 年的 19.2 Mbps 成長 4.2 倍（33% 複合年成長率）至 2023 年的 81.1 Mbps。隨著5G的推出，通訊業者也正在推行雄心勃勃的網路轉型策略。此外，全球18家通訊和消費性設備製造商已與美國公司合作開發5G晶片組。

5G 增強的吞吐量、可靠性、可用性和降低的延遲將實現新的安全敏感型應用，統稱為 V2X 或車對萬物 (Vehicle-to-Everything)。 5G 蜂窩 V2X（C-V2X）提供通用無線網路，促進都市區、郊區和高速公路駕駛情況下各種應用的整合。

5G晶片組產業概況

5G晶片組市場是半靜態的，有許多區域和全球參與者。創新正在推動產品市場的發展，供應商也正在對創新進行投資。

  • 2023 年 11 月-聯發科推出具有 genAI 功能的 Dimensity 8300 5G 晶片組。該晶片組基於台積電第二代 4nm 工藝，配備八核心CPU，由四個 Arm Cortex-A715 核心和四個 Cortex-A510 核心組成，基於 Arm 的 v9 CPU 架構建構。 GPU是Mali-G615 MC6。 Dimensity 8300 為高階智慧型手機領域帶來了新的可能性，為用戶提供掌上 AI、超現實的娛樂機會和無縫連接。
  • 2023 年 11 月-Viettel High Tech 開發自己的 5G 晶片組。 5G DFE（數位前端）晶片每秒能夠執行1兆次計算。

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
  • 產業價值鏈分析
  • 產業吸引力－波特五力分析
    • 供應商的議價能力
    • 買家的議價能力
    • 新進入者的威脅
    • 替代品的威脅
    • 競爭對手之間的競爭
  • 技術簡介
  • 宏觀經濟趨勢對產業的影響

第5章 市場動態

  • 市場促進因素
    • 對高速網際網路和廣泛網路覆蓋、降低延遲和功耗的需求不斷增加
    • 增加機器對機器/物聯網連接
    • 行動資料服務需求不斷成長
  • 市場限制
    • 頻譜分配分散

第6章 市場細分

  • 按晶片組類型
    • 專用積體電路 (ASIC)
    • 無線電頻率積體電路(RFIC)
    • 毫米波技術晶片
    • FPGA（現場可程式化閘陣列）
  • 按運作頻率
    • 低於 6GHz
    • 26～39 GHz
    • 39 GHz 或更快
  • 按最終用戶
    • 消費性電子產品
    • 工業自動化
    • 汽車和運輸
    • 能源和公共產業
    • 衛生保健
    • 零售
    • 其他最終用戶
  • 按地區
    • 北美洲
    • 歐洲
    • 亞太地區
    • 拉丁美洲
    • 中東和非洲

第7章 競爭格局

  • 公司簡介
    • MediaTek Inc.
    • Intel Corporation
    • Samsung Electronics Co. Ltd
    • Xilinx Inc.
    • Nokia Corporation
    • Broadcom Inc.
    • Infineon Technologies AG
    • Huawei Technologies Co. Ltd
    • Renesas Electronics Corporation
    • Anokiwave Inc.
    • Qorvo Inc.
    • NXP Semiconductors NV
    • Cavium Inc.
    • Analog Devices Inc.
    • Texas Instruments Inc.

第8章投資分析

第9章：市場的未來

簡介目錄
Product Code: 65173

The Global 5G Chipset Market size is estimated at USD 53.20 billion in 2025, and is expected to reach USD 131.83 billion by 2030, at a CAGR of 19.9% during the forecast period (2025-2030).

Global 5G Chipset - Market - IMG1

The 5G modem chipsets, in combination with service providers, largely serve and enhance the capabilities of three major applications - enhanced mobile broadband, ultra-reliable and low latency communications, and massive machine-type communications. The applications of this technology are expected to drive the demand for 5G chipsets during the forecast period.

Key Highlights

  • The 5G chipsets are expected to be a critical component of 5G networks, which will soon be rolled out at a massive scale for smartphone OEMs and telecom players. In order to provide ultra-high network speeds and data rates, major telecom service providers across the globe are upgrading their networks to 5G.
  • The emergence of 5G is expected to expedite the use of connected devices in industries that are already pushing toward the fourth industrial revolution (Industry 4.0). Industry 4.0 is aiding cellular connectivity throughout the industry; the rise of IoT and machine-to-machine connections is also instrumental in driving market traction. Several smart city projects and initiatives are underway around the world, and it is expected that by 2025, there will be around 30 global smart cities, with half of these located in North America and Europe. These steps are supported by global investments, which, according to the OECD, are expected to total USD 1.8 trillion in urban infrastructure projects between 2010 and 2030. This is one of the major factors driving demand for 5G chipsets, owing primarily to their use in smart city connectivity applications.
  • Multiple telecom operators are acquiring spectrums to increase their 5G connection coverage. For instance, in August 2022, In India's first 5G spectrum auction, Airtel paid Rs 43,084 crore for 19,800 MHz spectrum. In the past 20 years, spectrum bands 900 MHz, 2100 MHz, 1800 MHz, 3300 MHz, and 26 GHz have been acquired through auctions. It obtained a pan-India footprint in the 3.5 GHz and 26 GHz bands. According to the company, this is the ideal spectrum bank for the best 5G experience, with 100x capacity enhancement done strategically at the lowest cost.
  • During the pandemic, the WFH setting was prepared for the extra technological benefits of 5G: in the Global Workplace Analytics (2020) survey, more than 80% of respondents stated that they had the technical skills and knowledge required for WFH, as well as easy and reliable access to company networks (presumably by both fixed-line and mobile means).
  • 3GPP has specified that 5G should offer voice or video communication services based on the IMS, i.e., the IMS must be deployed for 5G-to-3G SRVCC in 3GPP Release 16 or VoNR, EPS FB, VoeLTE, and RAT FB in 3GPP Release 15. Hence such upgrades are expected to increase the infrastructure cost, thereby challenging the market's growth. While every architecture has specific challenges, all of them need network readiness of the IP Multimedia Subsystem (IMS) within the carrier's network.

5G Chipset Market Trends

Industrial Automation to Account for a Significant Share

  • According to Capgemini, three out of every ten automotive plants have become smart in the last 18-24 months. Furthermore, 80% of automakers believe 5G will be critical to their digital transformation over the next five years. For instance, Ericsson and Audi are conducting field trials, such as wirelessly connected production robots building a car body at the latter company's production lab in Gaimersheim, Germany, using simulated processes similar to those used at its headquarters in Ingolstadt.
  • The emphasis on smart manufacturing practices is a significant trend influencing the market. According to IBEF data, the Government of India has set an ambitious target of increasing manufacturing output contribution to GDP to 25% by 2025, up from 16%. The Smart Advanced Manufacturing and Rapid Transformation Hub (SAMARTH) Udyog Bharat 4.0 initiative aims to raise awareness of Industry 4.0 in the Indian manufacturing industry and assist stakeholders in addressing smart manufacturing challenges.
  • The Industry 4.0 revolution, or industrial internet of things (IIOT) is making a dent in the automotive, manufacturing, warehousing, and logistics sectors by leveraging smart machines and real-time analytics on data produced by dumb machines. However, automation created several challenges in these sectors. Expected operational improvements proved hard to match due to a lack of integration with the required hardware. For instance, automation contributes to just 1% of manufacturing GDP in India, compared to around 5% in developed countries. This stems from a gap in suitable technology available for adoption. Further, According to GSMA By 2025 the total number of consumer and industrial Internet of Things (IoT) connections in North America is forecast to grow to 5.4 billion
  • 5G has garnered significant interest considering the promised benefits within industrial environments. Since 3GPP's Release 16, key capabilities for enterprise 5G (such as 99.999% network availability and reliability, sub-10 milliseconds latencies, and Internet support for time-sensitive networking) has attracted ,industrial players for digitization in the context of Industry 4.0.
  • For example, ABB and Ericsson collaborated to realize Thailand's Industry 4.0 ambition and facilitate future flexible production with automation systems and wireless communications. The focus areas include ABB's Robotics & Discrete Automation, Industrial Automation, and Motion business areas and ABB Ability TM Platform Services. The collaboration would cover 5 G-enabled andAugmented Reality Lenses for remote commissioning in manufacturing environments G-enabledand global NB-IoT connected motors and drives through Ericsson Communication Service Provider partners and its IoT-Accelerator platform.

North America to Account for the Largest Share

North America is one of the most important market growth regions. The United States has contributed the majority of the region's market share. The demand for IoT, M2M communications, mobile broadband, and other emerging applications is driving the increase.

In North America, 5G connections will represent more than half of all mobile connections, according to GSMA Intelligence's 'Mobile Economy North America 2020' report. By 2025, 51% of the region's 426 million mobile connections will be on 5G networks. According to the report, the region will have 340 million mobile subscribers by 2025.

Furthermore, according to Cisco Annual Internet Report, the average smartphone connection speed in the United States will be 81.1 Mbps by 2023, up from 19.2 Mbps in 2018, 4.2-fold growth (33% CAGR). Alongside 5G rollouts, operators are also pursuing ambitious network transformation strategies. Moreover, 18 global telecom and consumer device makers partnered with US-based Qualcomm for their 5G chipset.

New safety-sensitive applications, collectively known as V2X or Vehicle-to-Everything, will be made possible by 5G's enhanced throughput, dependability, availability, and decreased latency. To facilitate the convergence of various apps for urban, suburban, and highway driving circumstances, 5G Cellular V2X (C-V2X) offers a common wireless network.

5G Chipset Industry Overview

The 5G chipset market is semi-consolidated, with many regional and global players. Innovation drives the market in product offerings, and each vendor invests in innovation.

  • Nov 2023 - MediaTek launched Dimensity 8300 5G chipset with genAI capabilities. The chipset is based on TSMC's second-generation 4nm process and has an octa-core CPU comprising four Arm Cortex-A715 cores and four Cortex-A510 cores built on Arm's v9 CPU architecture. It is paired with the Mali-G615 MC6 GPU. The Dimensity 8300 unlocks new possibilities for the premium smartphone segment, offering users in-hand AI, hyper-realistic entertainment opportunities, and seamless connectivity.
  • November 2023 - Viettel High Tech developed its own 5G chipset. The 5G DFE (digital front end) chip can perform 1 quadrillion calculations per second.

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 Value Chain Analysis
  • 4.3 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.3.1 Bargaining Power of Suppliers
    • 4.3.2 Bargaining Power of Buyers
    • 4.3.3 Threat of New Entrants
    • 4.3.4 Threat of Substitutes
    • 4.3.5 Intensity of Competitive Rivalry
  • 4.4 Technology Snapshot
  • 4.5 Impact of Macro Economic trends on the Industry

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Increasing Demand for High-speed Internet and Broad Network Coverage with Reduced Latency and Power Consumption
    • 5.1.2 Growing Machine-to-machine/IoT Connections
    • 5.1.3 Increase in Demand for Mobile Data Services
  • 5.2 Market Restraints
    • 5.2.1 Fragmented Spectrum Allocation

6 MARKET SEGMENTATION

  • 6.1 By Chipset Type
    • 6.1.1 Application-specific Integrated Circuits (ASIC)
    • 6.1.2 Radio Frequency Integrated Circuit (RFIC)
    • 6.1.3 Millimeter Wave Technology Chips
    • 6.1.4 Field-programmable Gate Array (FPGA)
  • 6.2 By Operational Frequency
    • 6.2.1 Sub-6 GHz
    • 6.2.2 Between 26 and 39 GHz
    • 6.2.3 Above 39 GHz
  • 6.3 By End User
    • 6.3.1 Consumer Electronics
    • 6.3.2 Industrial Automation
    • 6.3.3 Automotive and Transportation
    • 6.3.4 Energy and Utilities
    • 6.3.5 Healthcare
    • 6.3.6 Retail
    • 6.3.7 Other End Users
  • 6.4 By Geography
    • 6.4.1 North America
    • 6.4.2 Europe
    • 6.4.3 Asia Pacific
    • 6.4.4 Latin America
    • 6.4.5 Middle East and Africa

7 COMPETITIVE LANDSCAPE

  • 7.1 Company Profiles
    • 7.1.1 MediaTek Inc.
    • 7.1.2 Intel Corporation
    • 7.1.3 Samsung Electronics Co. Ltd
    • 7.1.4 Xilinx Inc.
    • 7.1.5 Nokia Corporation
    • 7.1.6 Broadcom Inc.
    • 7.1.7 Infineon Technologies AG
    • 7.1.8 Huawei Technologies Co. Ltd
    • 7.1.9 Renesas Electronics Corporation
    • 7.1.10 Anokiwave Inc.
    • 7.1.11 Qorvo Inc.
    • 7.1.12 NXP Semiconductors NV
    • 7.1.13 Cavium Inc.
    • 7.1.14 Analog Devices Inc.
    • 7.1.15 Texas Instruments Inc.

8 INVESTMENT ANALYSIS

9 FUTURE OF THE MARKET