半导体智慧财产权 (IP) 市场机会、成长动力、产业趋势分析及 2025 - 2034 年预测

2024 年全球半导体 IP 市场规模达到 88 亿美元，并将经历强劲成长，预计 2025 年至 2034 年的复合年增长率为 15.1%。半导体智慧财产权 (IP) 包括可重复使用的设计或核心，它们对于半导体装置的开发至关重要。这些 IP 核是创建用于各个行业的复杂晶片的基本构建模组，包括行动装置、汽车电子和人工智慧 (AI) 应用。对更高性能和客製化解决方案的需求正在推动对半导体IP的需求，而半导体IP在下一代技术的创造中发挥关键作用。

随着市场的发展，我们看到 5G、机器学习、边缘运算和物联网等领域的快速发展，所有这些都需要高效和专业化的半导体元件。由于现代设备和系统日益复杂，对客製化、高性能半导体 IP 核心的需求激增。半导体IP市场分为不同的细分领域，其中处理器IP、介面IP、记忆体IP和其他类别占据主导地位。特别是处理器 IP 领域，预计到 2034 年将达到 141 亿美元，这得益于对高速和低功耗处理器的需求不断增长。这种需求主要由行动装置、人工智慧驱动的系统和汽车电子产品推动，它们依靠处理器来满足性能标准同时保持能源效率。

就IP核类型而言，市场分为硬IP和软IP。预计从 2025 年到 2034 年，软 IP 领域将以 15.9% 的惊人复合年增长率成长。软 IP 的主要区别在于其灵活性和可自订性。这些IP核通常以可合成的RTL（暂存器传输级）代码的形式提供，半导体製造商可以根据特定需求进行修改。这种灵活性在人工智慧、物联网和汽车等新兴领域尤其重要，这些领域需要客製化晶片设计来实现专门的功能。

2024年，美国半导体IP市场占据了87.7%的压倒性市场份额，巩固了其在全球半导体创新领域的领先地位。美国是一些全球最具影响力的科技公司的所在地，其对人工智慧、5G 和云端运算等先进技术的关注继续推动对高效能半导体 IP 的巨大需求。美国还拥有完善的 IP 供应商生态系统，支援蓬勃发展的晶片设计产业。此外，汽车和医疗保健等越来越多地采用尖端技术，进一步提升了对半导体 IP 解决方案的需求。

目录

第 1 章：方法论与范围

• 市场范围和定义
• 基础估算与计算
• 预测计算
• 资料来源
  • 基本的
  • 次要
    • 付费来源
    • 公共资源

第 2 章：执行摘要

第 3 章：产业洞察

• 产业生态系统分析
  • 影响价值链的因素
  • 利润率分析
  • 中断
  • 未来展望
  • 製造商
  • 经销商
• 供应商格局
• 利润率分析
• 重要新闻及倡议
• 监管格局
• 衝击力
  • 成长动力
    • 对先进半导体装置的需求不断增加
    • 半导体设计的技术进步
    • 采用系统单晶片 (SoC) 架构
    • 将半导体设计外包给第三方IP供应商
    • 5G和物联网基础设施的扩展
  • 产业陷阱与挑战
    • 智慧财产权安全与保护
    • 整合和相容性问题
• 成长潜力分析
• 波特的分析
• PESTEL 分析

第四章：竞争格局

• 介绍
• 公司市占率分析
• 竞争定位矩阵
• 战略展望矩阵

第 5 章：市场估计与预测：按 IP 类型，2021 年至 2034 年

• 主要趋势
• 处理器 IP
• 记忆体IP
• 介面 IP
• 其他的

第 6 章：市场估计与预测：按 IP 核，2021 年至 2034 年

• 主要趋势
• 软IP
• 硬核IP

第 7 章：市场估计与预测：按 IP 来源，2021 年至 2034 年

• 主要趋势
• 授权
• 版权费

第 8 章：市场估计与预测：依最终用途，2021 年至 2034 年

• 主要趋势
• 消费性电子产品
• 资讯科技和电信
• 汽车
• 其他的

第 9 章：市场估计与预测：按地区，2021 年至 2034 年

• 主要趋势
• 北美洲
  • 我们
  • 加拿大
• 欧洲
  • 英国
  • 德国
  • 法国
  • 义大利
  • 西班牙
  • 俄罗斯
• 亚太地区
  • 中国
  • 印度
  • 日本
  • 韩国
  • 澳洲
• 拉丁美洲
  • 巴西
  • 墨西哥
• 中东及非洲
  • 南非
  • 沙乌地阿拉伯
  • 阿联酋

第十章：公司简介

• Achronix Semiconductor Corporation
• Advanced Micro Devices, Inc.
• ALPHA WAVE SEMI
• Analog Bits
• Arm Limited
• ARTERIS, INC
• Cadence Design Systems, Inc.
• CEVA, Inc.
• Dolphin Design
• eMemory Technology Inc.
• Eureka Technology, Inc.
• Faraday Technology Corporation
• Frontgrade Gaisler
• Imagination Technologies
• Lattice Semiconductor
• Rambus
• Renesas Electronics Corporation
• Siemens
• SiFive, Inc.
• SILVACO GROUP, INC.
• Synopsys, Inc.
• VeriSilicon

The Global Semiconductor IP Market reached USD 8.8 billion in 2024 and is set to experience robust growth with a projected CAGR of 15.1% from 2025 to 2034. Semiconductor intellectual property (IP) consists of reusable designs or cores that are integral to the development of semiconductor devices. These IP cores serve as essential building blocks for creating complex chips used across various industries, including mobile devices, automotive electronics, and artificial intelligence (AI) applications. The need for higher performance and customized solutions is driving the demand for semiconductor IP, which plays a pivotal role in the creation of next-generation technologies.

As the market evolves, we're seeing rapid advancements in fields such as 5G, machine learning, edge computing, and IoT, all of which require highly efficient and specialized semiconductor components. The demand for customized, high-performance semiconductor IP cores has surged due to the growing complexity of modern devices and systems. The semiconductor IP market is divided into different segments, with processor IP, interface IP, memory IP, and other categories leading the way. The processor IP segment, in particular, is expected to reach USD 14.1 billion by 2034, propelled by the increasing demand for processors that offer high speeds and lower energy consumption. This demand is largely fueled by mobile devices, AI-driven systems, and automotive electronics, which rely on processors to meet performance standards while maintaining energy efficiency.

Regarding IP core types, the market is split into hard IP and soft IP. The soft IP segment is projected to grow at an impressive CAGR of 15.9% from 2025 to 2034. The key differentiator of soft IP is its flexibility and customizability. These IP cores are typically provided as synthesizable RTL (Register Transfer Level) code, which semiconductor manufacturers can modify according to specific needs. This flexibility is especially crucial in emerging sectors like AI, IoT, and automotive, where custom chip designs are necessary to achieve specialized functionality.

In 2024, the U.S. semiconductor IP market held an overwhelming 87.7% market share, solidifying its position as the leader in global semiconductor innovation. The U.S. is home to some of the world's most influential technology companies, and its focus on advancing technologies such as AI, 5G, and cloud computing continues to drive substantial demand for high-performance semiconductor IP. The U.S. also boasts a well-established ecosystem of IP providers that support a thriving chip design industry. Furthermore, sectors like automotive and healthcare, which are increasingly adopting cutting-edge technologies, further elevate the demand for semiconductor IP solutions.

Table of Contents

Chapter 1 Methodology & Scope

• 1.1 Market scope & definitions
• 1.2 Base estimates & calculations
• 1.3 Forecast calculations
• 1.4 Data sources
  • 1.4.1 Primary
  • 1.4.2 Secondary
    • 1.4.2.1 Paid sources
    • 1.4.2.2 Public sources

Chapter 2 Executive Summary

• 2.1 Industry synopsis, 2021-2034

Chapter 3 Industry Insights

• 3.1 Industry ecosystem analysis
  • 3.1.1 Factor affecting the value chain
  • 3.1.2 Profit margin analysis
  • 3.1.3 Disruptions
  • 3.1.4 Future outlook
  • 3.1.5 Manufacturers
  • 3.1.6 Distributors
• 3.2 Supplier landscape
• 3.3 Profit margin analysis
• 3.4 Key news & initiatives
• 3.5 Regulatory landscape
• 3.6 Impact forces
  • 3.6.1 Growth drivers
    • 3.6.1.1 Increasing demand for advanced semiconductor devices
    • 3.6.1.2 Technological advancements in semiconductor design
    • 3.6.1.3 Adoption of System-on-Chip (SoC) architecture
    • 3.6.1.4 Outsourcing of semiconductor design to third-party IP providers
    • 3.6.1.5 Expansion of 5G and IoT infrastructure
  • 3.6.2 Industry pitfalls & challenges
    • 3.6.2.1 Intellectual property security and protection
    • 3.6.2.2 Integration and compatibility issues
• 3.7 Growth potential analysis
• 3.8 Porter’s analysis
• 3.9 PESTEL analysis

Chapter 4 Competitive Landscape, 2024

• 4.1 Introduction
• 4.2 Company market share analysis
• 4.3 Competitive positioning matrix
• 4.4 Strategic outlook matrix

Chapter 5 Market Estimates & Forecast, By IP Type, 2021-2034 (USD Billion)

• 5.1 Key trends
• 5.2 Processor IP
• 5.3 Memory IP
• 5.4 Interface IP
• 5.5 Others

Chapter 6 Market Estimates & Forecast, By IP Core, 2021-2034 (USD Billion)

• 6.1 Key trends
• 6.2 Soft IP
• 6.3 Hard IP

Chapter 7 Market Estimates & Forecast, By IP Source, 2021-2034 (USD Billion)

• 7.1 Key trends
• 7.2 Licensing
• 7.3 Royalty

Chapter 8 Market Estimates & Forecast, By End Use, 2021-2034 (USD Billion)

• 8.1 Key trends
• 8.2 Consumer electronics
• 8.3 IT & telecommunication
• 8.4 Automotive
• 8.5 Others

Chapter 9 Market Estimates & Forecast, By Region, 2021-2034 (USD Billion)

• 9.1 Key trends
• 9.2 North America
  • 9.2.1 U.S.
  • 9.2.2 Canada
• 9.3 Europe
  • 9.3.1 UK
  • 9.3.2 Germany
  • 9.3.3 France
  • 9.3.4 Italy
  • 9.3.5 Spain
  • 9.3.6 Russia
• 9.4 Asia Pacific
  • 9.4.1 China
  • 9.4.2 India
  • 9.4.3 Japan
  • 9.4.4 South Korea
  • 9.4.5 Australia
• 9.5 Latin America
  • 9.5.1 Brazil
  • 9.5.2 Mexico
• 9.6 MEA
  • 9.6.1 South Africa
  • 9.6.2 Saudi Arabia
  • 9.6.3 UAE

Chapter 10 Company Profiles

• 10.1 Achronix Semiconductor Corporation
• 10.2 Advanced Micro Devices, Inc.
• 10.3 ALPHA WAVE SEMI
• 10.4 Analog Bits
• 10.5 Arm Limited
• 10.6 ARTERIS, INC
• 10.7 Cadence Design Systems, Inc.
• 10.8 CEVA, Inc.
• 10.9 Dolphin Design
• 10.10 eMemory Technology Inc.
• 10.11 Eureka Technology, Inc.
• 10.12 Faraday Technology Corporation
• 10.13 Frontgrade Gaisler
• 10.14 Imagination Technologies
• 10.15 Lattice Semiconductor
• 10.16 Rambus
• 10.17 Renesas Electronics Corporation
• 10.18 Siemens
• 10.19 SiFive, Inc.
• 10.20 SILVACO GROUP, INC.
• 10.21 Synopsys, Inc.
• 10.22 VeriSilicon