物聯網、嵌入式與行動處理器：實現普遍創新的核心技術

處理器是運算創新的基礎，推動著邊緣AI、工作負載最佳化和作業系統功能的快速發展。

本報告分析了物聯網、嵌入式和行動系統中使用的商用微處理器單元/中央處理單元（MPU/CPU）、微控制器（MCU）、現場可程式閘陣列（FPGA）和系統單晶片（SoC）的全球市場。除了廣泛的市場規模、細分和預測之外，本研究還探討了硬體工程師、軟體開發人員以及原始設備製造商、整合商和其他工程組織的其他人員的當前需求、偏好、依賴關係和投資領域。

報告摘錄

回答了什麼問題？

• 對硬體加速的無限需求如何透過處理器類型、架構和佔用空間來塑造市場機會？
• 到2028年，哪個垂直產業將成為嵌入式處理器市場成長最快的產業？
• 嵌入式 MPU/CPU、MCU、DSP、FPGA、SoC 和行動 SoC 的主要供應商有哪些？
• 嵌入式處理器的領先供應商如何改善其產品組合、軟體開發環境/平台和服務以滿足市場需求？
• 加工商與供應商之間的當前架構格局如何？
• 以嵌入式處理器類型劃分，最大的成長機會在哪裡？
• 不同規模的組織中的嵌入式工程師和開發人員的不同群體對其嵌入式處理器供應商有何期望？

目錄

本報告的內容

將解決哪些問題？

誰應該閱讀此報告？

本報告中的技術供應商

需求方研究概述

執行摘要

• 主要調查結果

全球市場概覽

• 市場進入策略需要多方面
• 邊緣人工智慧具有大眾市場潛力
  • 神經處理的發展
  • 生成式人工智慧處理器市場啟動
• 嵌入式小晶片仍未問世
• 近期發展
  • 併購

區域分析

• 美洲
• 歐洲、中東和非洲
• 亞太地區
  • 晶片戰爭愈演愈烈，RISC-V 的採用加速

垂直市場

• 汽車
• 航空航太和國防
• 通訊與網路
• 工業自動化
• 行動裝置
• 新興產業

CPU架構的作用

• ARM
• Intel架構/x86
• RISC-V
• 其他

競爭格局與概況

• AMD
• Arm
• Infineon Technologies
• Intel
• MediaTek
• Microchip Technology
• NXP Semiconductors
• Qualcomm
• Renesas
• STMicroelectronics

最終用戶洞察

• 硬體創新和軟體開發支援提升了供應商聲譽
• 計算位置混淆了垂直優先權
• 價格並不是選擇處理器的唯一因素
• 軟體堆疊因處理器類型和最終用途而異

關於作者

關於VDC Research

Inside this Report

Processors are the bedrock of computing innovation and have been the leading force behind rapid advances in edge AI, workload optimization, and operational system capabilities. This report analyzes the global market for merchant microprocessor units/central processing units (MPUs/CPUs), microcontrollers (MCUs), field- programmable gate arrays (FPGAs), and system-on-chips (SoCs) used in IoT, embedded and mobile systems. In addition to extensive market sizing, segmentations, and forecasting, this research also investigates the current requirements, preferences, dependencies, and areas of investment for hardware engineers, software developers, and others at OEMs, integrators, and other engineering organizations.

Report Excerpt

What Questions are Addressed?

• How is insatiable demand for hardware acceleration shaping the market opportunities for different processor types, architectures, and footprints?
• Which industry segments are expected to grow the fastest in the embedded processor market through 2028?
• Who are the leading suppliers of embedded MPUs/CPUs, MCUs, DSPs, FPGAs, SoCs and Mobile SoCs?
• How have leading embedded processor suppliers evolved their product portfolios, software development environments/platforms, and services to align with market needs?
• What does the current architectural landscape look like among processor suppliers?
• Where is the largest growth opportunity for different embedded processor types?
• What do different communities of embedded engineers and developers working at organizations of various sizes and origins expect of embedded processor suppliers?

Key Findings

• The global market for IoT, embedded and mobile processors has flourished over recent years and, despite a turbulent 2024, is expected to regain a steady growth trajectory through 2028.
• With supply and component shortages now largely overcome, some leading suppliers are now contending with large fluctuations in oversupply of existing SKUs and product inventory against current demand in some industries.
• The rapid advancement of AI and machine learning still has significant runway remaining within the embedded processor market for new design wins and retrofits/updates.
• Geopolitical issues are hampering some embedded processor technology access across borders but are also fueling dramatic R&D investments across several leading countries in the market.
• Distributors/resellers and embedded motherboard, modules, and integrated system/server vendors are critical channels to market for aligning with the evolving preferences of processor end users.
• VDC's survey of embedded engineers and developers found that the amount of computation taking place at the far edge (i.e., endpoint sensors, machinery/equipment) is considerably higher for organizations in A&D, automotive, and industrial automation than others, which have more processing taking place in edge gateways and near-edge infrastructure.

Who Should Read this Report?

This report was written for those making critical decisions regarding product, market, channel, and competitive strategy and tactics. This report is intended for senior decision-makers who are developing embedded solutions, including:

Table of Contents

Inside this Report

What Questions are Addressed?

Who Should Read this Report?

Technology Suppliers in this Report

Demand-side Research Overview

Executive Summary

• Key Findings

Global Market Overview

• Go-to-market Strategies Must be Multifaceted
• Edge AI is Reaching Mass Market Potential
  • Neural Processing Takes Off
  • The Generative AI Processor Market is Beginning to Stir
• Chiplets are Still on the Horizon for Embedded
• Recent Developments
  • Mergers and Acquisitions

Regional Analysis

• Americas
• Europe, Middle East, and Africa
• Asia-Pacific
  • RISC-V Adoption Accelerates Amidst the Escalating Chip War

Vertical Markets

• Automotive
• Aerospace & Defense
• Communications & Networking
• Industrial Automation
• Mobile Devices
• Emerging Verticals

Role of CPU Architectures

• ARM
• Intel Architecture/x86
• RISC-V
• Others

Competitive Landscape & Profiles

• AMD
• Arm
• Infineon Technologies
• Intel
• MediaTek
• Microchip Technology
• NXP Semiconductors
• Qualcomm
• Renesas
• STMicroelectronics

End-user Insights

• Hardware Innovation and Software Development Support Boost Vendor Ratings
• Computation Location Scrambles Vertical Priorities
• Processor Selection Criteria Extends Beyond Price
• Software Stacks Vary Based on Processor Type and End Application

About the Authors

About VDC Research

List of Report Exhibits

• Exhibit 1: Global Shipments of Embedded Processors Segmented by Processor Type, 2023-2028 (Billions of Dollars)
• Exhibit 2: Global Shipments of Embedded Processors Segmented by Processor Type, 2024 & 2028 (Unit Shipments)
• Exhibit 3: Global Shipments of Embedded Processors Segmented by Region, 2024 (Percentage of Revenue)
• Exhibit 4: Global Shipments of Embedded MPUs/CPUs Segmented by Vertical Market (US$ in Billions, Percentage of Revenue)
• Exhibit 5: Global Shipments of Embedded MCUs Segmented by Vertical Market (US$ in Billions, Percentage of Revenue)
• Exhibit 6: Global Shipments of Embedded FPGAs Segmented by Vertical Market (US$ in Billions, Percentage of Revenue)
• Exhibit 7: Global Shipments of Embedded SoCs Segmented by Vertical Market (US$ in Billions, Percentage of Revenue)
• Exhibit 8: Global Shipments of Embedded MSoCs Segmented by Vertical Market (US$ in Billions, Percentage of Revenue)
• Exhibit 9: Current Architectural Support Among Leading Embedded Processor Suppliers
• Exhibit 10: Global Shipments of Embedded Processors Segmented by CPU Architecture, 2024 (Percentage of Unit Shipments) Exhibit 11 Leading Embedded Processor Vendor Shares Segmented by Processor Type, 2024 (Percentage of Revenue)
• Exhibit 12: Rating of Experience with Embedded Processor Suppliers (Average of Responses) Exhibit 13 Amount of Overall Computation Being Done by Location (Average of Responses)
• Exhibit 14: Most Important Characteristics When Choosing an Embedded Processor (Percentage of Respondents) Exhibit 15 Embedded Software Stack Components Required on Current Project (Percentage of Respondents)

List of Market Data Exhibits

Embedded MPU/CPU

• Exhibit 1: Total Embedded MPU/CPU Market, Dollar Volume & Unit Shipments, 2023-2028
• Exhibit 2: Embedded MPU/CPU Market Segmented by Vertical, Dollar Volume Shipments, 2023-2028
• Exhibit 3: Embedded MPU/CPU Market Segmented by Vertical, Unit Shipments, 2023-2028
• Exhibit 4: Embedded MPU/CPU Market Segmented by Geographic Region, Dollar Volume Shipments, 2023-2028
• Exhibit 5: Embedded MPU/CPU Market Segmented by Geographic Region, Unit Shipments, 2023-2028
• Exhibit 6: Embedded MPU/CPU Market Segmented by Distribution Channel, Dollar Volume Shipments, 2023-2028
• Exhibit 7: Embedded MPU/CPU Market Segmented by Distribution Channel, Unit Shipments, 2023-2028
• Exhibit 8: Embedded MPU/CPU Market Segmented by Bit Count, Dollar Volume Shipments, 2023-2028
• Exhibit 9: Embedded MPU/CPU Market Segmented by Bit Count, Unit Shipments, 2023-2028
• Exhibit 10: Embedded MPU/CPU Market Segmented by Core Count, Dollar Volume Shipments, 2023-2028
• Exhibit 11: Embedded MPU/CPU Market Segmented by Core Count, Unit Shipments, 2023-2028
• Exhibit 12: Embedded MPU/CPU Market Segmented by Core Architecture, Dollar Volume Shipments, 2023-2028
• Exhibit 13: Embedded MPU/CPU Market Segmented by Core Architecture, Unit Shipments, 2023-2028
• Exhibit 14: Embedded MPU/CPU Market, Vendor Shares, Dollar Volume Shipments, 2023

Embedded MCU

• Exhibit 1: Total Embedded MCU Market, Dollar Volume & Unit Shipments, 2023-2028
• Exhibit 2: Embedded MCU Market Segmented by Vertical, Dollar Volume Shipments, 2023-2028
• Exhibit 3: Embedded MCU Market Segmented by Vertical, Unit Shipments, 2023-2028
• Exhibit 4: Embedded MCU Market Segmented by Geographic Region, Dollar Volume Shipments, 2023-2028
• Exhibit 5: Embedded MCU Market Segmented by Geographic Region, Unit Shipments, 2023-2028
• Exhibit 6: Embedded MCU Market Segmented by Distribution Channel, Dollar Volume Shipments, 2023-2028
• Exhibit 7: Embedded MCU Market Segmented by Distribution Channel, Unit Shipments, 2023-2028
• Exhibit 8: Embedded MCU Market Segmented by Bit Count, Dollar Volume Shipments, 2023-2028
• Exhibit 9: Embedded MCU Market Segmented by Bit Count, Unit Shipments, 2023-2028
• Exhibit 10: Embedded MCU Market Segmented by Core Count, Dollar Volume Shipments, 2023-2028
• Exhibit 11: Embedded MCU Market Segmented by Core Count, Unit Shipments, 2023-2028
• Exhibit 12: Embedded MCU Market Segmented by CPU Architecture, Dollar Volume Shipments, 2023-2028
• Exhibit 13: Embedded MCU Market Segmented by CPU Architecture, Unit Shipments, 2023-2028
• Exhibit 14: Embedded MCU Market, Vendor Shares, Dollar Volume Shipments, 2023

Embedded FPGA

• Exhibit 1: Total Embedded FPGA Market, Dollar Volume & Unit Shipments, 2023-2028
• Exhibit 2: Embedded FPGA Market Segmented by Vertical, Dollar Volume Shipments, 2023-2028
• Exhibit 3: Embedded FPGA Market Segmented by Vertical, Unit Shipments, 2023-2028
• Exhibit 4: Embedded FPGA Market Segmented by Geographic Region, Dollar Volume Shipments, 2023-2028
• Exhibit 5: Embedded FPGA Market Segmented by Geographic Region, Unit Shipments, 2023-2028
• Exhibit 6: Embedded FPGA Market Segmented by Distribution Channel, Dollar Volume Shipments, 2023-2028
• Exhibit 7: Embedded FPGA Market Segmented by Distribution Channel, Unit Shipments, 2023-2028
• Exhibit 8: Embedded FPGA Market, Vendor Shares, Dollar Volume Shipments, 2023

Embedded System-on-Chip

• Exhibit 1: Total Embedded System-on-Chip Market, Dollar Volume & Unit Shipments, 2023-2028
• Exhibit 2: Embedded System-on-Chip Market Segmented by Vertical, Dollar Volume Shipments, 2023-2028
• Exhibit 3: Embedded System-on-Chip Market Segmented by Vertical, Unit Shipments, 2023-2028
• Exhibit 4: Embedded System-on-Chip Market Segmented by Geographic Region, Dollar Volume Shipments, 2023-2028
• Exhibit 5: Embedded System-on-Chip Market Segmented by Geographic Region, Unit Shipments, 2023-2028
• Exhibit 6: Embedded System-on-Chip Market Segmented by Distribution Channel, Dollar Volume Shipments, 2023-2028
• Exhibit 7: Embedded System-on-Chip Market Segmented by Distribution Channel, Unit Shipments, 2023-2028
• Exhibit 8: Embedded System-on-Chip Market Segmented by Bit Count, Dollar Volume Shipments, 2023-2028
• Exhibit 9: Embedded System-on-Chip Market Segmented by Bit Count, Unit Shipments, 2023-2028
• Exhibit 10: Embedded System-on-Chip Market Segmented by Core Count, Dollar Volume Shipments, 2023-2028
• Exhibit 11: Embedded System-on-Chip Market Segmented by Core Count, Unit Shipments, 2023-2028
• Exhibit 12: Embedded System-on-Chip Market Segmented by CPU Architecture, Dollar Volume Shipments, 2023-2028
• Exhibit 13: Embedded System-on-Chip Market Segmented by CPU Architecture, Unit Shipments, 2023-2028
• Exhibit 14: Embedded System-on-Chip Market, Vendor Shares, Dollar Volume Shipments, 2023

Embedded Mobile System-on-Chip

• Exhibit 1: Total Embedded Mobile System-on-Chip Market, Dollar Volume & Unit Shipments, 2023-2028
• Exhibit 2: Embedded Mobile System-on-Chip Market Segmented by Vertical, Dollar Volume Shipments, 2023-2028
• Exhibit 3: Embedded Mobile System-on-Chip Market Segmented by Vertical, Unit Shipments, 2023-2028
• Exhibit 4: Embedded Mobile System-on-Chip Market Segmented by Region, Dollar Volume Shipments, 2023-2028
• Exhibit 5: Embedded Mobile System-on-Chip Market Segmented by Region, Unit Shipments, 2023-2028
• Exhibit 6: Embedded Mobile System-on-Chip Market Segmented by Channel, Dollar Volume Shipments, 2023-2028
• Exhibit 7: Embedded Mobile System-on-Chip Market Segmented by Channel, Unit Shipments, 2023-2028
• Exhibit 8: Embedded Mobile System-on-Chip Market Segmented by Bit Count, Dollar Volume Shipments, 2023-2028
• Exhibit 9: Embedded Mobile System-on-Chip Market Segmented by Bit Count, Unit Shipments, 2023-2028
• Exhibit 10: Embedded Mobile System-on-Chip Market Segmented by Core Count, Dollar Volume Shipments, 2023-2028
• Exhibit 11: Embedded Mobile System-on-Chip Market Segmented by Core Count, Unit Shipments, 2023-2028
• Exhibit 12: Embedded Mobile System-on-Chip Market Segmented by CPU Architecture, Dollar Volume Shipments, 2023-2028
• Exhibit 13: Embedded Mobile System-on-Chip Market Segmented by CPU Architecture, Unit Shipments, 2023-2028
• Exhibit 14: Embedded Mobile System-on-Chip Market, Vendor Shares, Dollar Volume Shipments, 2023

IoT & Embedded Engineering Survey

• Exhibit 1: Primary Role Within Company/Organization
• Exhibit 2: Respondent's Organization's Primary Industry
• Exhibit 3: Total Number of Employees at Respondent's Organization
• Exhibit 4: Primary Region of Residence
• Exhibit 5: Primary Country of Residence