市場調查報告書
商品編碼
1476302
2030 年 Chiplet 市場預測:按處理器、封裝技術、應用和地區進行的全球分析Chiplets Market Forecasts to 2030 - Global Analysis By Processor, By Packaging Technologies, Application and By Geography |
根據Stratistics MRC預測,2023年全球chiplet市場規模將達到68.2億美元,預計2030年將達到4,494.6億美元,預測期內複合年成長率為81.9%。
小晶片是在積體電路 (IC) 系統中執行特定功能的模組化半導體組件。這些小型晶片在組裝成更大的 IC 封裝之前均經過單獨設計、製造和測試。小晶片支援靈活且可擴展的系統設計,使 CPU、GPU 和 AI 加速器等複雜電子產品能夠提高效能、降低開發成本並加快上市時間。
根據消費者科技協會的數據,2020 年 10 月假期季節期間,美國在遊戲機、筆記型電腦、穿戴式裝置和電視等科技相關商品上平均花費約 528 美元。
對更高性能和效率的需求
隨著電子設備對技術創新的不斷追求,對更高性能和效率的需求已成為chiplet市場的主要促進因素。 Chiplet 能夠將具有最佳化效能特徵的專用元件(例如 CPU、GPU 和 AI 加速器)整合到一個系統中。這種模組化方法為設計高效能產品提供了更大的靈活性,同時也提高了能源效率。隨著消費者對速度更快、功能更強大的設備的期望不斷提高,基於小晶片的架構的採用有望顯著成長。
標準化和互通性
缺乏普遍接受的標準會導致不同供應商的小晶片之間出現相容性問題,從而阻礙無縫互通性和整合到不同的系統中。標準化的缺乏使系統設計變得複雜,增加了開發時間,並增加了製造商的成本。此外,缺乏標準化介面限制了生態系統開發和協作的潛力,抑制了創新和市場成長。
生態系發展
半導體公司、晶圓代工廠、封裝供應商和系統整合商之間的協作可以建立標準化介面、開發參考設計並建立供應鏈合作夥伴關係。這促進了創新、互通性和擴充性,從而能夠在各種應用中快速部署基於小晶片的解決方案。此外,強大的生態系統可以促進知識共用,加速技術進步並刺激投資,從而促進小晶片市場的擴張,並使相關人員能夠利用新的趨勢和需求帶來最佳機會。
智慧財產權(IP)風險
由於技術開發和整合的生態系統複雜,智慧財產權 (IP) 風險對 Chiplet 市場構成重大威脅。由於chiplet由多個營業單位開發並整合到各種系統中,因此存在知識產權侵權、詐欺以及詐欺其專有設計、演算法和技術的風險。這可能會導致法律糾紛、競爭優勢喪失和業務關係受損,並抑制小晶片產業的創新和市場成長。
COVID-19 大流行擾亂了小型晶片市場,導致供應鏈中斷、工廠關閉和消費者需求減少。不確定性和景氣衰退推遲了產品發布和半導體技術投資。然而,對數位基礎設施和遠端工作解決方案的需求不斷成長,推動了chiplet在資料中心和通訊網路中的採用,在一定程度上緩解了市場低迷。
預計中央處理器 (CPU) 細分市場在預測期內將是最大的
在小晶片市場中,由於 CPU 在電子設備中發揮至關重要的作用,因此預計中央處理器 (CPU) 領域將在預測期內佔據主導地位。隨著 CPU 處理從基本運算到複雜運算的廣泛任務,對基於小晶片的高級 CPU 設計的需求不斷成長。由於資料中心、遊戲和人工智慧等各種應用對高效能運算的需求不斷成長,CPU 領域預計將在市場佔有率和收益處於領先地位。
汽車業預計在預測期內複合年成長率最高
由於 ADAS(高級駕駛輔助系統)、電動和連網汽車技術的日益普及,汽車產業預計將出現小晶片市場中最高的複合年成長率。 Chiplet 將人工智慧處理器、感測器和通訊模組等複雜功能整合到汽車系統中,以提高車輛的安全性、效率和連接性。此外,對電動車和自動駕駛汽車的需求正在推動汽車產業小晶片的成長。
在預測期內,亞太地區將以其強大的半導體製造生態系統(包括晶圓代工廠、封裝設施和組裝廠)預計將主導小晶片市場。此外,中國、日本、韓國和台灣等國家對家用電子電器、汽車和工業自動化的需求不斷成長,正在推動小晶片的採用。此外,政府措施、技術基礎設施投資和熟練勞動力正在進一步加強亞太地區小晶片市場的領導地位。
在預測期內,由於各種因素,亞太地區的chiplet市場預計將快速擴張。該地區擁有強大的半導體製造基礎設施、不斷增加的研發投資、不斷成長的家用電子電器需求以及擴大採用人工智慧和5G等先進技術。此外,中國、日本、韓國和台灣等主要市場參與者的存在也促進了該地區小晶片市場的良好成長軌跡。
According to Stratistics MRC, the Global Chiplets Market is accounted for $6.82 billion in 2023 and is expected to reach $449.46 billion by 2030 growing at a CAGR of 81.9% during the forecast period. Chiplets are modular semiconductor components that perform specific functions within an integrated circuit (IC) system. These small, individual chips can be independently designed, manufactured, and tested before being assembled into a larger IC package. Chiplets enable flexible and scalable system designs, allowing for improved performance, reduced development costs, and faster time-to-market for complex electronic devices such as CPUs, GPUs, and AI accelerators.
According to Consumer Technology Association, in October 2020, the population in the U.S. in the holiday season spent about US$ 528, on average, on technology-based items, which included video game consoles, laptops, wearable's and television sets.
Demand for higher performance and efficiency
The demand for higher performance and efficiency is a key driver in the chiplets market due to the relentless pursuit of innovation in electronic devices. Chiplets enable manufacturers to integrate specialized components with optimized performance characteristics, such as CPUs, GPUs, and AI accelerators, into a single system. This modular approach allows for greater flexibility in designing high-performance products while also improving energy efficiency. As consumer expectations for faster and more powerful devices continue to rise, the adoption of chiplet-based architectures is poised for significant growth.
Standardization and interoperability
Without universally accepted standards, compatibility issues arise between chiplets from different vendors, hindering seamless interoperability and integration into heterogeneous systems. This lack of standardization complicates system design, increases development time, and raises costs for manufacturers. Furthermore, the absence of standardized interfaces limits the potential for ecosystem development and collaboration, stifling innovation and market growth.
Ecosystem development
Collaborative efforts among semiconductor companies, foundries, packaging suppliers, and system integrators can establish standardized interfaces, develop reference designs, and create supply chain partnerships. This fosters innovation, interoperability, and scalability, enabling faster adoption of chiplet-based solutions across various applications. Additionally, a robust ecosystem promotes knowledge sharing, accelerates technological advancements, and stimulates investment, driving the expansion of the chiplets market and unlocking new opportunities for stakeholders to capitalize on emerging trends and demands.
Intellectual property (IP) risks
Intellectual property (IP) risks pose a significant threat to the chiplets market due to the complex ecosystem of technology development and integration. With chiplets being developed by multiple entities and integrated into various systems, there's a risk of IP infringement, unauthorized use, or misappropriation of proprietary designs, algorithms, or technologies. This can lead to legal disputes, loss of competitive advantage, and damage to business relationships, potentially hampering innovation and market growth in the chiplets industry.
The COVID-19 pandemic disrupted the chiplets market, causing supply chain disruptions, factory closures, and reduced consumer demand. Uncertainty and economic downturns led to delays in product launches and investments in semiconductor technologies. However, the increased demand for digital infrastructure and remote work solutions has driven the adoption of chiplets in data centers and telecommunication networks, mitigating some of the market's downturns.
The central processing unit (CPU) segment is expected to be the largest during the forecast period
In the chiplets market, the central processing unit (CPU) segment is anticipated to dominate during the forecast period due to the critical role CPUs play in electronic devices. CPUs handle tasks ranging from basic operations to complex computations, driving demand for advanced chiplet-based CPU designs. With the increasing need for high-performance computing in various applications such as data centers, gaming, and artificial intelligence, the CPU segment is expected to lead in market share and revenue.
The automotive segment is expected to have the highest CAGR during the forecast period
The automotive segment is poised for the highest CAGR in the chiplets market due to the increasing adoption of advanced driver assistance systems (ADAS), electrification, and connected vehicle technologies. Chiplets enable the integration of complex functionalities, such as AI processors, sensors, and communication modules, into automotive systems, enhancing vehicle safety, efficiency, and connectivity. Additionally, the demand for electric and autonomous vehicles further drives the growth of chiplets in the automotive sector.
Over the forecast period, Asia Pacific is poised to dominate the chiplets market due to the region's robust semiconductor manufacturing ecosystem, including foundries, packaging facilities, and assembly plants. Additionally, the growing demand for consumer electronics, automotive vehicles, and industrial automation in countries like China, Japan, South Korea, and Taiwan drives the adoption of chiplets. Moreover, government initiatives, investments in technology infrastructure, and a skilled workforce further bolster Asia Pacific's leadership in the chiplets market.
During the forecast period, the Asia Pacific region is expected to experience rapid expansion in the chiplets market due to various factors. These include the region's robust semiconductor manufacturing infrastructure, increasing investments in research and development, growing demand for consumer electronics and rising adoption of advanced technologies such as artificial intelligence and 5G. Additionally, the presence of key market players in countries like China, Japan, South Korea, and Taiwan contribute to the region's promising growth trajectory in the chiplets market.
Key players in the market
Some of the key players in Chiplets Market include Advanced Micro Devices, Inc. (AMD), Applied Materials, Inc., ARM Holdings, Broadcom Inc., GlobalFoundries Inc., IBM Corporation, Infineon Technologies AG, Intel Corporation, Marvell Technology Group Ltd., MediaTek Inc., Micron Technology, Inc., NVIDIA Corporation, Qualcomm Incorporated, Renesas Electronics Corporation, Samsung Electronics Co., Ltd., Synopsys, Inc., Taiwan Semiconductor Manufacturing Company Limited (TSMC), Texas Instruments Incorporated, United Microelectronics Corporation (UMC) and Xilinx, Inc.
In January 2024, Intel Corportion announced its intention to collaborate with an R&D hub named IMEC, to ensure Intel's advanced chiplet packaging technologies satisfy the stringent quality and reliability requirements required for automotive use cases.
In August 2023, Google Cloud (US) and NVIDIA Corporation (US) collaborated to offer advanced AI infrastructure and software for deploying large generative AI models and accelerating data science tasks. This partnership streamlines AI supercomputer deployment via Google Cloud's NVIDIA-powered solutions, leveraging the same technology utilized by Google DeepMind and research teams. The integration optimizes PaxML, Google's LLM framework, for NVIDIA, accelerated computing, enhancing experimentation and scalability with H100 and A100 Tensor Core GPUs.
In June 2023, Intel Corporation (US) announced a partnership with Taiwan Semiconductor Manufacturing Company Limited (Taiwan) to manufacture chips for Intel's high-performance computing and graphics products. The partnership would help Intel reduce its reliance on external foundries.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.