市場調查報告書
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1577191
2030 年 ASIC(專用積體電路)市場預測:按類型、應用、最終用戶和地區分類的全球分析Application Specific Integrated Circuit Market Forecasts to 2030 - Global Analysis By Type, Application, End User and By Geography |
根據 Stratistics MRC 的數據,2024 年全球 ASIC(專用積體電路)市場規模將達到 184 億美元,預計到 2030 年將達到 285 億美元,預測期內複合年成長率為 7.6%。
ASIC(專用積體電路)是專門為單一目的而不是通用目的而製造的微晶片。這些電路旨在最大限度地提高機器學習、密碼學和數位訊號處理等特定任務的功能、效率和性能。 ASIC 具有更低的功耗、更高的速度和更小的尺寸。 ASIC 廣泛應用於汽車系統、消費性電子產品、通訊和專用運算環境。
根據Gartner預測,2021年全球半導體銷售額將成長25.1%,達到5,835億美元,其中嚴重依賴ASIC的5G智慧型手機等領域成長強勁。
消費性電子產品需求增加
對家用電器(尤其是智慧型手機、智慧型手錶和平板電腦)的需求不斷成長,正在推動 ASIC 市場的成長。 ASIC 是這些設備的重要組件,提供專門的功能並提高能源效率。隨著消費性電子產品不斷發展並融入更多先進功能,對 ASIC 的需求預計將增加,從而推動市場成長。
開發成本高
開發和製造 ASIC 的高成本是市場成長的主要限制因素。設計和製造 ASIC 需要在研發和專用設備方面進行大量投資。這些高成本可能會讓中小型企業望而卻步,限制了 ASIC 在某些應用中的採用,並減緩了市場擴張。
物聯網設備的擴展
物聯網 (IoT) 的快速成長為 ASIC 市場帶來了巨大機會。隨著物聯網設備在各個行業中變得越來越普遍,對專用和節能晶片的需求不斷增加。 ASIC 可為物聯網應用提供客製化解決方案,與通用處理器相比,提供更高的效能和功效。這個不斷擴大的細分市場為 ASIC 製造商提供了巨大的成長潛力。
FPGA和GPU的競爭
ASIC 市場面臨來自替代晶片技術的競爭,特別是 FPGA(現場可編程閘陣列)和 GPU(圖形處理單元)。這些技術提供了靈活性和可程式性,這在某些應用中可能是有利的。隨著 FPGA 和 GPU 的效能和能源效率不斷提高,這可能會威脅到 ASIC 在某些細分市場的採用,並影響整體市場的成長。
由於供應鏈中斷和消費者支出減少,COVID-19 大流行最初擾亂了 ASIC 市場。然而,封鎖期間對數位技術的依賴增加加速了對電子產品的需求,最終使 ASIC 市場受益。這次疫情也凸顯了強大供應鏈的重要性,並促使人們努力實現多元化和加強全球半導體製造能力。
消費性電子產業預計將在預測期內成為最大的產業
預計消費電子領域將在預測期內獲得最大的市場佔有率。這項優勢歸功於 ASIC 在智慧型手機、平板電腦、智慧型手錶和其他消費性設備中的廣泛採用。 ASIC 使這些產品具有先進的功能、改進的性能和更高的能源效率。消費性電子產品的持續創新以及人工智慧和物聯網功能的不斷整合,進一步推動了該領域對專用 ASIC 的需求。
預計全客自訂ASIC 領域的複合年成長率將在預測期內達到最高
預計全客自訂ASIC 細分市場在預測期內將呈現 ASIC 市場最高的複合年成長率。完全自訂的ASIC 提供最高水準的客製化和效能最佳化,使其成為需要最高效率和功能的應用的理想選擇。人工智慧、5G 和自動駕駛汽車等新興技術對專用晶片的需求不斷成長,正在推動該領域的快速成長。此外,設計工具和製造流程的進步使得更多公司更容易獲得完全自訂的ASIC。
預計亞太地區在預測期內將佔據最大的市場佔有率。這一優勢得益於該地區在消費性電子產品製造領域的強大影響力,尤其是在中國、日本和韓國等國家。對節能設備的需求不斷成長、智慧型手機的快速普及以及對數位化的持續努力正在為該地區的市場領導地位做出貢獻。此外,主要半導體公司和消費性電子公司的進駐進一步推動了亞太地區ASIC市場的成長。
預計北美地區在預測期內將實現最高的複合年成長率。這一成長將由物聯網技術的廣泛採用、5G 網路的出現以及消費性電子產品、醫療保健監控系統和電動汽車的重大進步所推動。眾多 ASIC 製造商和解決方案提供商的存在,加上 ASIC 技術的早期採用,使得北美非常適合快速的市場擴張。該地區專注於人工智慧和自動駕駛系統等領域的創新和技術領先,進一步加速 ASIC 市場的成長。
According to Stratistics MRC, the Global Application Specific Integrated Circuit (ASIC) Market is accounted for $18.4 billion in 2024 and is expected to reach $28.5 billion by 2030, growing at a CAGR of 7.6% during the forecast period. Application-specific integrated circuit (ASIC) is a specially made microchip intended for a single purpose as opposed to general usage. These circuits are designed to maximize functionality, efficiency, and performance for specific tasks like machine learning, cryptography, and digital signal processing. ASICs offer lower power consumption, increased speed, and smaller size. They are extensively utilized in automotive systems, consumer electronics, telecommunications, and specialized computing environments.
According to Gartner, worldwide semiconductor revenue grew 25.1% in 2021 to total $583.5 billion, with strong growth in segments like 5G smartphones that rely heavily on ASICs.
Rising demand for consumer electronics
The increasing demand for consumer electronics, particularly smartphones, smartwatches, and tablets, is driving the growth of the ASIC market. ASICs are essential components in these devices, providing specialized functionality and improved energy efficiency. As consumer electronics continue to evolve and incorporate more advanced features, the demand for ASICs is expected to rise, fueling market growth.
High development costs
The high costs associated with ASIC development and production pose a significant restraint to market growth. Designing and manufacturing ASICs requires substantial investments in research, development, and specialized equipment. These high costs can be prohibitive for smaller companies and may limit the adoption of ASICs in certain applications, potentially slowing market expansion.
Expansion in IoT devices
The rapid growth of the Internet of Things (IoT) presents a significant opportunity for the ASIC market. As IoT devices become more prevalent across various industries, the demand for specialized, energy-efficient chips is increasing. ASICs can provide tailored solutions for IoT applications, offering improved performance and power efficiency compared to general-purpose processors. This expanding market segment offers substantial growth potential for ASIC manufacturers.
Competition from FPGAs and GPUs
The ASIC market faces competition from alternative chip technologies, particularly field-programmable gate arrays (FPGAs) and graphics processing units (GPUs). These technologies offer flexibility and programmability, which can be advantageous in certain applications. As FPGAs and GPUs continue to improve in performance and energy efficiency, they may pose a threat to ASIC adoption in some market segments, potentially impacting overall market growth.
The COVID-19 pandemic initially disrupted the ASIC market due to supply chain interruptions and reduced consumer spending. However, the increased reliance on digital technologies during lockdowns accelerated the demand for electronic devices, ultimately benefiting the ASIC market. The pandemic also highlighted the importance of robust supply chains, leading to efforts to diversify and strengthen semiconductor manufacturing capabilities globally.
The consumer electronics segment is expected to be the largest during the forecast period
The consumer electronics segment is predicted to secure the largest market share throughout the forecast period. This dominance can be attributed to the widespread adoption of ASICs in smartphones, tablets, smartwatches, and other consumer devices. ASICs enable these products to offer advanced features, improved performance, and enhanced energy efficiency. The continuous innovation in consumer electronics and the increasing integration of AI and IoT capabilities further drive the demand for specialized ASICs in this segment.
The full-custom ASIC segment is expected to have the highest CAGR during the forecast period
The full-custom ASIC segment is projected to have the highest CAGR in the ASIC market during the extrapolated period. Full-custom ASICs offer the highest level of customization and performance optimization, making them ideal for applications requiring maximum efficiency and functionality. The growing demand for specialized chips in emerging technologies such as AI, 5G, and autonomous vehicles is driving the rapid growth of this segment. Additionally, advancements in design tools and manufacturing processes are making full-custom ASICs more accessible to a broader range of companies.
The Asia Pacific region is projected to account for the largest market share during the forecast period. This dominance is attributed to the region's strong presence in consumer electronics manufacturing, particularly in countries like China, Japan, and South Korea. The increasing demand for energy-efficient devices, rapid smartphone adoption, and ongoing digitalization efforts contribute to the region's market leadership. Additionally, the presence of major semiconductor companies and consumer electronics giants further fuels the growth of the ASIC market in Asia Pacific.
The North America region is projected to achieve the highest CAGR during the forecast period. This growth is driven by the widespread adoption of IoT technologies, the emergence of 5G networks, and significant advancements in consumer electronics, healthcare monitoring systems, and electric vehicles. The presence of numerous ASIC manufacturers and solution providers, coupled with early adoption of ASIC technology, positions North America for rapid market expansion. The region's focus on innovation and technological leadership in areas such as AI and autonomous systems further accelerates ASIC market growth.
Key players in the market
Some of the key players in Application Specific Integrated Circuit (ASIC) Market include Infineon Technologies AG, STMicroelectronics, Texas Instruments Inc., NXP Semiconductors N.V., ON Semiconductor Corporation, Analog Devices, Inc., Intel Corporation, NVIDIA Corporation, Qualcomm Technologies, Inc., Broadcom Inc., Renesas Electronics Corporation, Microchip Technology Inc., Xilinx, Inc., Marvell Technology Group Ltd., GlobalFoundries, Faraday Technology Corporation, and OmniVision Technologies, Inc.
In September 2024, STMicroelectronics has unveiled a new generation of silicon carbide power technology tailored for next-generation EV traction inverters. The company plans to introduce multiple silicon carbide technology innovations through 2027, including a radical innovation. This development is relevant to ASICs as it represents advancements in specialized integrated circuits for automotive applications.
In May 2024, Infineon has opened the world's largest and most efficient 200-millimeter silicon carbide (SiC) power semiconductor fab in Kulim, Malaysia.
In May 2024, NVIDIA has confirmed its entry into the ASIC market. CEO Jensen Huang announced that Nvidia will start doing ASIC chip designs. This move is significant as it expands Nvidia's offerings beyond GPUs and into the ASIC space, potentially competing with its current customers.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.