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市場調查報告書
商品編碼
1636733
到 2030 年 SerDes 市場預測:按產品類型、架構、組件、資料速率、通道數量、功耗、通訊協定、應用、最終用戶和地區進行的全球分析SerDes Market Forecasts to 2030 - Global Analysis By Product Type, Architecture, Component, Data Rate, Channel Count, Power Consumption, Protocol, Application, End User and By Geography |
根據 Stratistics MRC 的數據,2024 年全球 SerDes 市值將達到 8.635 億美元,預計到 2030 年將達到 19.766 億美元,預測期內複合年成長率為 14.8%。
在資料傳輸中採用了一種稱為SerDes(串行器/解串器)的技術,將平行資料轉換為串行格式,以實現高效的遠距通訊。在接收端,資料被並行轉換。透過減少所需的資料通道數量,最大限度地降低功耗,同時提高速度和頻寬。 SerDes 廣泛應用於需要快速資料傳輸的應用,例如資料中心、高速網路和通訊。
根據半導體產業協會(SIA)統計,2021年全球半導體產業銷售額創下歷史新高,達5,559億美元,較2020年成長26.2%。
高速資料傳輸的需求不斷成長
對高速資料傳輸的需求不斷成長正在推動 SerDes 市場的發展。隨著資料中心、5G網路和人工智慧應用的激增,對高效、可靠的資料傳輸解決方案的需求正在迅速增加。 SerDes 技術可實現積體電路之間的高速通訊,提高訊號完整性並減少延遲。雲端處理和物聯網設備的進步進一步加速了 SerDes 的採用。
對電力消耗的擔憂
對功耗的擔憂正在限制 SerDes 市場的成長。隨著資料速率的增加,SerDes 設備需要更多的功率來維持效能,這可能會導致更高的營運成本和溫度控管挑戰。這個問題在資料中心和汽車系統等優先考慮能源效率的應用中尤其嚴重。製造商正在致力於低功耗設計,但這些解決方案通常涉及成本和性能的權衡,這可能會限制市場的成長。
自動駕駛汽車的使用增加
自動駕駛汽車中擴大使用 SerDes 代表著市場成長的重大機會。自動駕駛系統依賴高速資料通訊來實現 ADAS(高級駕駛輔助系統)、資訊娛樂和 V2X(車對萬物)通訊。 SerDes 技術可確保車內感測器、攝影機和處理單元之間的無縫資料傳輸。隨著汽車產業轉向電氣化和自動化,對強大、高效的 SerDes 解決方案的需求預計將會增加。
監管和標準化挑戰
監管和標準化挑戰威脅著 SerDes 市場。 SerDes 技術必須符合通訊、汽車和消費性電子等產業的嚴格標準。法規因地區而異,這可能會使產品開發變得複雜並延遲市場准入。此外,不斷發展的 5G 網路和車輛安全標準需要製造商不斷適應,從而增加了成本和複雜性。
COVID-19 大流行對 SerDes 市場產生了各種影響。雖然供應鏈和製造中斷推遲了計劃,但疫情加速了跨產業的數位轉型。對雲端運算、遠端工作和線上服務的日益依賴增加了對 SerDes 等高速資料傳輸解決方案的需求。隨著經濟復甦,5G基礎設施和資料中心的投資預計將進一步推動市場成長。
中速(10-25Gbps)細分市場預計在預測期內規模最大
預計中速(10-25Gbps)細分市場將在預測期內佔據最大的市場佔有率。該細分市場滿足了通訊、消費性電子和企業網路等應用中對可靠資料傳輸日益成長的需求。中速 SerDes 解決方案在性能和成本效率之間實現了良好的平衡,使其成為各行業廣泛採用的理想選擇。與現有基礎設施的兼容性進一步支持了我們的市場優勢。
汽車OEM和供應商領域預計在預測期內複合年成長率最高。
在預測期內,由於 ADAS(高級駕駛輔助系統)和自動駕駛汽車技術的採用不斷增加,汽車OEM/供應商行業預計將實現最高的複合年成長率。汽車製造商需要高性能 SerDes 解決方案,以實現車內感測器、攝影機和處理器之間的無縫通訊。向電動車 (EV) 的轉變進一步增加了需求,因為這些系統嚴重依賴高效的資料傳輸技術。
預計亞太地區在預測期內將佔據最大的市場佔有率。通訊、消費性電子產品和資料中心基礎設施的快速成長正在推動該地區對 SerDes 技術的需求。中國、日本和韓國等國家正大力投資 5G 網路和雲端運算基礎設施,進一步提高採用率。主要半導體製造商的到來也證實了亞太地區是該市場的領先地區。
由於對人工智慧、物聯網設備和自動駕駛汽車等先進技術的投資增加,預計亞太地區在預測期內將實現最高成長率。消費者對高速連接解決方案不斷成長的需求正在推動汽車和通訊等行業的市場擴張。此外,印度等新興國家也透過基礎設施升級和技術進步做出了巨大貢獻,刺激了市場擴張。
According to Stratistics MRC, the Global SerDes Market is accounted for $863.5 million in 2024 and is expected to reach $1976.6 million by 2030 growing at a CAGR of 14.8% during the forecast period. A technology called SerDes (Serializer/Deserializer) is used in data transmission to transform parallel data into serial form for effective long-distance communication. At the receiving end, the data is then converted back to parallel. It minimizes power consumption while increasing speed and bandwidth by reducing the number of data lanes needed. SerDes is widely used in applications where quick data transfer is essential, like data centers, high-speed networking, and telecommunications.
According to the Semiconductor Industry Association (SIA), the global semiconductor industry sales reached a record $555.9 billion in 2021, a 26.2% increase compared to 2020.
Increasing demand for high-speed data transmission
The increasing demand for high-speed data transmission is driving the SerDes market. With the proliferation of data centers, 5G networks, and AI applications, the need for efficient and reliable data transfer solutions has surged. SerDes technology enables high-speed communication between integrated circuits, ensuring better signal integrity and reduced latency. Its adoption is further fueled by advancements in cloud computing and IoT devices.
Power consumption concerns
Power consumption concerns are restraining the growth of the SerDes market. As data rates increase, SerDes devices require more power to maintain performance, which can lead to higher operational costs and thermal management challenges. This issue is particularly critical in applications like data centers and automotive systems, where energy efficiency is a priority. Manufacturers are working on low-power designs, but these solutions often come with trade-offs in cost or performance, which might limit the market growth.
Rising use in autonomous vehicles
The rising use of SerDes in autonomous vehicles presents significant opportunities for market growth. Autonomous systems rely on high-speed data communication for advanced driver-assistance systems (ADAS), infotainment, and vehicle-to-everything (V2X) communication. SerDes technology ensures seamless data transfer between sensors, cameras, and processing units within vehicles. As the automotive industry shifts toward electrification and autonomy, the demand for robust and efficient SerDes solutions is expected to grow.
Regulatory and standardization challenges
Regulatory and standardization challenges pose a threat to the SerDes market. The technology must comply with stringent standards across industries like telecommunications, automotive, and consumer electronics. Variations in regional regulations can complicate product development and delay market entry. Additionally, evolving standards for 5G networks and automotive safety require continuous adaptation by manufacturers, increasing costs and complexity.
The COVID-19 pandemic had mixed effects on the SerDes market. While disruptions in supply chains and manufacturing delayed projects, the pandemic accelerated digital transformation across industries. Increased reliance on cloud computing, remote work, and online services drove demand for high-speed data transmission solutions like SerDes. As economies recover, investments in 5G infrastructure and data centers are expected to further boost market growth.
The medium-speed (10-25 Gbps) segment is expected to be the largest during the forecast period
The medium-speed (10-25 Gbps) segment is expected to account for the largest market share during the forecast period. This segment addresses the growing demand for reliable data transmission in applications like telecommunications, consumer electronics, and enterprise networking. Medium-speed SerDes solutions balance performance with cost-effectiveness, making them ideal for widespread adoption across industries. Their compatibility with existing infrastructure further supports their dominance in the market.
The automotive OEMs & suppliers segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the automotive OEMs & suppliers segment is expected to witness the highest CAGR due to increasing adoption of advanced driver-assistance systems (ADAS) and autonomous vehicle technologies. Automotive manufacturers require high-performance SerDes solutions to enable seamless communication between sensors, cameras, and processors within vehicles. The shift toward electric vehicles (EVs) further amplifies demand as these systems rely heavily on efficient data transmission technologies.
The Asia Pacific region is anticipated to account for the largest market share during the forecast period. Rapid growth in telecommunications, consumer electronics, and data center infrastructure drives regional demand for SerDes technology. Countries like China, Japan, and South Korea are investing heavily in 5G networks and cloud computing infrastructure, further boosting adoption rates. The presence of major semiconductor manufacturers also strengthens Asia Pacific's position as a leading region in this market.
The Asia Pacific region is anticipated to register the highest growth rate over the forecast period due to increasing investments in advanced technologies like AI, IoT devices, and autonomous vehicles. Rising consumer demand for high-speed connectivity solutions fuels market expansion across industries such as automotive and telecommunications. Additionally, emerging economies like India are also contributing significantly through infrastructure upgrades and technological advancements, which are fueling the market expansion.
Key players in the market
Some of the key players in SerDes Market include Texas Instruments, Broadcom, STMicroelectronics, NXP Semiconductors, Renesas Electronics, ON Semiconductor, ROHM Semiconductor, Maxim Integrated, Cypress Semiconductor, Rambus, Synopsys, Marvell Technology Group, Cadence Design Systems, Lattice Semiconductor, Analog Devices and Microchip Technology.
In December 2024, NXP Semiconductors is to acquire US SerDes startup Aviva Links for $242.5m in cash. This is important for NXP for advanced driver-assistance systems (ADAS) and in-vehicle infotainment (IVI), such as in-cabin digital cockpits for software-defined vehicles (SDVs) that need highly-asymmetric camera and display networks with high downstream and low upstream bandwidth.
In April 2024, Renesas Electronics Corporation a premier supplier of advanced semiconductor solutions, today expanded its timing solutions portfolio with a new ultra-low 25fs-rms clock solution for wireline infrastructure, data center and industrial applications. The new FemtoClock(TM) 3 family includes ultra-low jitter clock generators and jitter attenuators with 8 and 12 outputs, enabling high-performance, easy-to-use, and cost-effective clock tree designs for next-generation, high-speed interconnect systems.
In October 2022, ROHM has developed full-HD (1980X1080 pixels) compatible SerDes ICs (Serializer: BU18TL82-M, Deserializer: BU18RL82-M) - optimized for multi-screen vehicle displays. ROHM's new BU18RL82-M deserializer can be daisy-chained to enable video transmission over multiple routes - using just a single serializer. Reducing the number of connectors and cables simplifies the video transmission paths - lowering both system costs and failure risks. The new products are also capable of monitoring whether video data is correctly transmitted end-to-end (from the SoC to the displays) by comparing CRC values. This feature supports functional safety in automotive applications.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.