市场调查报告书
商品编码
1573673
电脑微晶片市场、机会、成长动力、产业趋势分析与预测,2024-2032Computer Microchips Market, Opportunity, Growth Drivers, Industry Trend Analysis and Forecast, 2024-2032 |
2023 年,全球电脑微晶片市场价值为 249.7 亿美元,预计 2024 年至 2032 年复合年增长率将超过 10.7%。随着科技的进步,从智慧型手机、平板电脑到笔记型电脑等消费性电子产品不断发展,并拥有复杂的功能。这种演变刺激了对能够有效管理复杂任务的高效能微晶片的持续需求。此外,全球转向智慧家庭和穿戴式装置也放大了这项需求。例如,IDC 2024 年 7 月的资料显示,全球智慧型手机出货量年增 6.5%,2024 年第二季(2Q24)达到 2.854 亿部,连续第四个季度成长。
向 5G 技术的过渡也重塑了产业格局。凭藉更快的速度、更低的延迟以及同时连接大量设备的能力,5G 正在树立新的基准。这种演进要求微晶片不仅能够处理更高的资料速率,而且能够满足更高的处理要求。具体来说,以 5G 为中心的微晶片必须拥有卓越的连接功能和更高的能源效率。随着电信巨头和设备製造商加大对 5G 基础设施的投资,对专用微晶片的需求激增。一个典型的例子:2024 年 5 月,加纳政府与 Radisys Corporation(Reliance Industries Limited 的子公司)合作,公布了到 2024 年底推出价格实惠的全国 5G 行动宽频服务的计划,投资额达 1.45 亿美元在接在下来的三年里,加纳的基础建设将会改善。
整个产业分为晶片类型、架构、应用、最终用途和地区。
按晶片类型分類的市场包括逻辑晶片、记忆体晶片、ASIC 和 SoC。 2023 年,逻辑晶片占据主导地位,占据超过 39% 的收入份额。逻辑晶片有助于跨运算系统处理和管理资料。这些晶片包含微处理器和现场可程式闸阵列 (FPGA),是从个人电脑到扩展伺服器等装置运作的基础。随着人工智慧、巨量资料和高效能运算应用推动运算需求不断上升,对先进逻辑晶片的需求日益强烈。
按架构分類的市场包括 x86、ARM、RISC-V 等。 RISC-V 成为成长最快的细分市场,复合年增长率超过 13%。 RISC-V 是一种开源指令集架构 (ISA),凭藉其固有的灵活性和成本优势,正在电脑微晶片领域占有一席之地。与专有架构不同,RISC-V 使设计人员能够自由自订和扩展 ISA。
到 2023 年,亚太地区占据了超过 50% 的主导市场份额,预计该地区将在整个预测期内保持这一领先地位。亚太地区在电脑微晶片市场的霸主地位归因于多项战略优势。值得注意的是,该地区拥有台湾、韩国和中国等主要半导体製造强国,这些国家合计占全球微晶片产量的很大一部分。
The Global Computer Microchips Market was valued at USD 24.97 billion in 2023, with projections indicating a CAGR of over 10.7% from 2024 to 2032. A primary driver of this market is the surging demand for consumer electronics. As technology advances, consumer electronics ranging from smartphones and tablets to laptops are evolving, boasting sophisticated features. This evolution has spurred a consistent demand for high-performance microchips adept at efficiently managing complex tasks. Moreover, the global pivot towards smart homes and wearable devices amplifies this demand. For instance, data from IDC in July 2024 highlighted a 6.5% year-over-year rise in global smartphone shipments, reaching 285.4 million units in the second quarter of 2024 (2Q24), marking the fourth consecutive quarter of growth.
The industry's landscape is also reshaped by the transition to 5G technology. With its promise of faster speeds, reduced latency, and the capacity to connect numerous devices simultaneously, 5G is setting new benchmarks. This evolution demands microchips that can not only handle elevated data rates but also meet heightened processing requirements. Specifically, 5G-centric microchips must boast superior connectivity features and enhanced power efficiency. As telecom giants and device manufacturers pour investments into 5G infrastructure, the appetite for specialized microchips surges. A case in point: In May 2024, the Ghanaian government, collaborating with Radisys Corporation (a subsidiary of Reliance Industries Limited), unveiled plans to roll out affordable nationwide 5G mobile broadband services by the close of 2024, with a hefty USD 145 million investment in Ghana's infrastructure over the ensuing three years.
The overall industry is divided into chip type, architecture, application, end-use, and region.
Market segmentation by chip type includes logic chips, memory chips, ASICs, and SoCs. In 2023, logic chips dominated, capturing over 39% of the revenue share. Logic chips help in processing and managing data across computing systems. Encompassing microprocessors and field-programmable gate arrays (FPGAs), these chips are foundational to the operation of devices, from personal computers to expansive servers. With rising computing demands spurred by AI, big data, and high-performance computing applications, the call for advanced logic chips intensifies.
Market segmentation by architecture includes x86, ARM, RISC-V, and others. RISC-V emerged as the fastest growing segment, boasting a CAGR exceeding 13%. RISC-V, an open-source instruction set architecture (ISA), is carving a niche in the computer microchip arena, thanks to its inherent flexibility and cost advantages. Diverging from proprietary architectures, RISC-V empowers designers with the liberty to customize and extend the ISA.
Asia Pacific region commanded a dominant market share of over 50% in 2023 with forecasts suggesting it will maintain this lead throughout the projected period. The Asia-Pacific's supremacy in the computer microchips market is attributed to several strategic advantages. Notably, the region houses key semiconductor manufacturing powerhouses like Taiwan, South Korea, and China, which collectively account for a substantial portion of global microchip production.