IoT微控制器市场:2025-2030年

本报告对物联网微控制器 (MCU) 市场进行了详细分析，提供了有关市场规模、主要厂商占有率、关键技术趋势以及物联网半导体市场整体概况的全面资讯。

样品预览

连网物联网设备的数量持续成长，每个设备内部的半导体密度也不断提高。物联网设备通常包含多达九种半导体组件，其中处理器，特别是微控制器 (MCU)，是关键元件。本报告对物联网 MCU 市场进行了深入调查和分析，物联网 MCU 是物联网半导体领域的基础类别。

本报告的主要目的是帮助读者了解物联网 MCU 市场的现状，阐明其定义、规模和发展趋势，并介绍市场预测、竞争格局、关键技术趋势和最新进展。

样品预览

本分析是根据2024年11月至2025年7月期间进行的一手调查，包括对20多家半导体供应商和终端用户公司的专家进行访谈。此外，也结合了二手研究和从主要产业展会中获得的见解。

样品预览

报告概要

• 91页内容：物联网MCU市场详细分析，包括 2025 年至 2030 年的五年预测。
• 四大物联网 MCU 关键趋势：对改变市场结构的技术变革进行详细分析。
• 五大半导体产业综合趋势：对影响整个物联网半导体产业的因素进行全面分析，包括人工智慧、安全性和地缘政治。
• 厂商占有率分析：对竞争格局进行细分，包括主要物联网 MCU 厂商的市场占有率。
• 详细市场规模与预测：对 2030 年前各地区的市场趋势进行详细分析。

常见问题

• 什么是物联网半导体和物联网 MCU？ （物联网半导体的定义与类型）
• 物联网半导体中使用了哪些技术？
• 物联网MCU市场的竞争格局如何？主要厂商的市占率是多少？
• 物联网MCU市场的目前规模和未来规模如何？
• 哪些区域动态正在影响物联网MCU市场？
• 物联网MCU领域的新兴趋势有哪些？

公司列表：

目录

第1章 摘要整理

第2章 简介

• 章概要:简介
• 起点：物联网连接设备的数量持续成长，预计到 2030 年将超过 400 亿台。
• 每个设备内部的半导体密度也持续增加。
• 物联网半导体元件共有九种类型，但本报告仅关注微控制器 (MCU)。
• 定义：半导体和物联网半导体
• 定义：处理器
• 定义：连接晶片组
• 定义：人工智慧晶片组
• 定义：安全晶片组
• 定义：其他关键元件

第3章 透视:IoT半导体市场

• 章节概要：概览：物联网半导体市场
• 概述：物联网半导体市场分为两部分
• 第一部分：按类型划分的物联网半导体组件支出
• 第二部分：增强型物联网半导体价值链 - 按价值链细分的支出
• 物联网半导体整体竞争格局
• 物联网对多家晶片公司的重要性
• 影响物联网的五大趋势半导体
• 整体趋势 1
• 整体趋势 2
• 整体趋势 3
• 整体趋势 4
• 整体趋势 5
• 近期新半导体晶圆厂公告
• 研究方法：物联网相关业务概况 - 台积电

第4章 IoT MCU市场:技术概要

• 章节概述：物联网 MCU 市场 - 技术概述
• 物联网 MCU 市场：技术概述：两种类型的物联网处理器
• 物联网 MCU 市场：技术概述：MCU 与物联网 MCU/MPU 与物联网 MPU 的比较
• 物联网 MCU 市场：技术概况：MPU 概述
• 物联网 MCU 市场：技术概述：MCU 概述

第5章 IoT MCU市场:市场规模与展望

• 章节概要：物联网MCU市场 - 市场规模与展望
• 全球半导体元件支出：MCU与其他所有元件的比较
• 全球MCU市场支出：物联网MCU与非物联网MCU的比较
• 全球物联网MCU市场支出
• 分析师对物联网MCU市场的评论
• 全球物联网MCU市场支出：依地区划分

第6章 IoT MCU市场:竞争情形

• 章节概要：物联网MCU - 竞争格局
• 物联网MCU竞争格局
• 主要公司简介：英飞凌
• 研究方法：物联网相关业务映射 - 英飞凌
• 主要公司简介：瑞萨电子
• 研究方法：物联网相关业务概况 - NXP

第7章 IoT MCU市场:主要趋势

• 章概要:IoT MCU市场- 主要趋势
• IoT MCU趋势1
• IoT MCU趋势2
• IoT MCU趋势3
• IoT MCU趋势4

第8章 调查手法和市场定义

• 定义
• 国家与地区的製图
• 调查手法
• 研究方法：如何分析各公司

第9章 关于IoT Analytics

A 91-page report detailing the IoT microcontrollers unit (MCU) market, including market sizing, market shares of key vendors, leading technological trends, with an overview of the broader IoT semiconductor market.

Sample preview

The number of connected IoT devices continues to grow, and the semiconductor density within each device is also increasing. Processors, such as microcontrollers (MCUs), are one of up to nine different types of semiconductor components typically found in an IoT device. This report provides a detailed examination of the IoT MCU market, which is a foundational category within the broader IoT semiconductor landscape.

The main purpose of this document is to help readers understand the current IoT MCU landscape by defining, sizing, and analyzing the market. It includes insights on the market size and outlook, the competitive landscape, and key technological trends and developments.

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The analysis is based on in-depth primary research, including interviews with more than 20 semiconductor experts from various vendors and end-user companies conducted between November 2024 and July 2025. This is supplemented by extensive secondary research and insights gathered from leading industry trade fairs.

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Report at a glance

• 91-page report: Detailing the IoT MCU market with a 5-year forecast from 2025 to 2030
• 4 key IoT MCU trends analyzed: A deep dive into the technological shifts shaping the market
• 5 overarching semiconductor trends: Analysis of the macro trends affecting the entire IoT semiconductor industry, including AI, security, and geopolitics
• Vendor market share analysis: A breakdown of the competitive landscape, including market shares of leading IoT MCU vendors
• Detailed market sizing and forecast: A granular look at the IoT MCU market size through 2030, with breakdowns by region

Key areas of analysis

• IoT semiconductor market overview
  • Defines nine categories of IoT semiconductor components and provides a comprehensive market size analysis for both the general IoT semiconductor market and its extended value chain, including foundries, electronic design automation (EDA), and intellectual property (IP) segments. The section also highlights five overarching trends shaping the industry-AI integration, hardware security, geopolitical rivalry, strategic national investments, and supply chain diversification.
• IoT MCU technology overview
  • Differentiates between microcontrollers (MCUs) and microprocessors (MPUs), outlining the defining characteristics of an "IoT MCU." This section provides an overview of MCU technology, including various bit-architecture variants and their respective suitability for IoT applications.
• IoT MCU market size and outlook
  • Presents a detailed analysis of global IoT MCU market spending, including forecasts through 2030. It contextualizes IoT MCU market growth relative to non-IoT MCUs and the broader semiconductor components market. The section also includes a regional breakdown of market trends across key global markets.
• IoT MCU competitive landscape
  • Analyzes the competitive landscape for IoT MCUs, featuring market share data of leading vendors by revenue. Company profiles highlight IoT strategies, product portfolios, strategic partnerships, and R&D priorities that define competitive positioning.
• Key IoT MCU trends
  • Provides an in-depth examination of four major trends: the adoption of RISC-V architectures, the role of MCUs in intelligent mobility, advancements in energy efficiency, and the integration of edge AI capabilities within MCU designs

A data-driven foundation for key business functions

• Strategy and corporate development
  • Leverage the five-year market forecast, regional dynamics analysis, and assessment of overarching industry trends such as geopolitical shifts and strategic national investments, to inform long-term strategic planning and corporate growth initiatives
• Product management and marketing
  • Utilize insights from the analysis of four key technology trends, the competitive landscape, and detailed company profiles to shape product roadmaps, refine go-to-market strategies, and strengthen competitive positioning
• R&D and engineering leadership
  • Apply findings from the technology overview and key trend analyses to guide research and development priorities, focusing on critical innovation areas such as power efficiency, hardware security, and AI integration
• Market intelligence and competitive analysis
  • Use granular market share data, detailed company profiles, and evaluations of strategic industry shifts such as the transition from component-level to system-level solutions, to benchmark performance and anticipate competitive movements

Key concepts defined

Semiconductor

A material-typically silicon-that exhibits electrical conductivity between that of a conductor and an insulator, enabling it to control electrical current flow in electronic devices and components.

IoT semiconductor

Specialized semiconductor-based components that provide the core functionality and connectivity of IoT devices, including processing, communication, sensing/actuating, power management, and security. The report categorizes these components based on their intended use at the "design stage" of a product's life cycle.

Microcontroller unit (MCU)

A processor qualifies as an MCU when it integrates memory and peripherals on a single chip. MCUs are self-contained processors that integrate CPU, memory (program + data), and peripherals (I/O, timers, ADC/DAC, etc.) on a single chip. They do not require external memory or controllers to function. MCUs are typically optimized for low power, low cost, and dedicated control tasks in embedded systems such as wearables, smart home devices, and automotive subsystems.

IoT MCU

An MCU qualifies as an IoT MCU when it has integrated wireless connectivity (e.g., Wi-Fi, Bluetooth, ...). IoT MCUs are typically optimized for ultra-low power consumption and typically embed hardware-based security features; however, some may rely on software-based mechanisms to secure lightweight data processing tasks in IoT devices.

Questions answered:

• What are IoT semiconductors and IoT MCUs (i.e., definition and types of IoT semiconductors)?
• Which technologies are used for IoT semiconductors?
• How does the competitive landscape for IoT MCUs look like and what are the market shares of leading vendors?
• What is the current and forecasted market size for the IoT MCU market?
• What regional dynamics shape the IoT MCU market?
• What are the emerging trends in the IoT MCU space?

Companies mentioned:

A selection of companies mentioned in the report.

Table of Contents

1. Executive summary

2. Introduction

• 1. Chapter overview: Introduction
• 2. Starting point: The number of IoT connected devices continues to grow Expected to surpass 40 billion by 2030
• 3. The semiconductor density within each device also continues to increase
• 4. There are 9 different types of IoT semiconductor components, only MCUs are in scope of this report
• 5. Definitions (1/6): Semiconductors & IoT semiconductors
• 6. Definitions (2/6): Processors
• 7. Definitions (3/6): Connectivity chipsets
• 8. Definitions (4/6): AI chipsets
• 9. Definitions (5/6): Security chipsets
• 10. Definitions (6/6): Other key components

3. Big picture: The IoT semiconductor market

• 1. Chapter overview: Big picture: The IoT semiconductor market
• 2. Overview: The general IoT semiconductor market is split into 2 parts
• 3. Part 1: IoT semiconductor components Spending by type
• 4. Part 2: Enhanced IoT semiconductor value chain - Spending by value chain segment
• 5. Overall IoT semiconductor competitive landscape
• 6. Importance of IoT as a segment within several chip companies
• 7. 5 overarching trends impacting IoT semiconductors
• 8. Overarching trend 1 (3 parts)
• 9. Overarching trend 2
• 10. Overarching trend 3 (2 parts)
• 11. Overarching trend 4 (4 parts)
• 12. Overarching trend 5 (2 parts)
• 13. Recent announcements for new semiconductor plants
• 14. Methodology: Mapping IoT-related business - TSMC

4. IoT MCU market: Technology overview

• 1. Chapter overview: IoT MCU market - Technology overview
• 2. IoT MCU market: Technology overview: There are 2 types of IoT processors
• 3. IoT MCU market: Technology overview: MCUs vs IoT MCU/MPUS vs IoT MPU
• 4. IoT MCU market: Technology overview: MPU overview
• 5. IoT MCU market: Technology overview: MCU overview

5. IoT MCU market: Market size and outlook

• 1. Chapter overview: IoT MCU market-Market size and outlook
• 2. Global semiconductor component spending: MCUs vs all other components
• 3. Global MCU market spending: IoT MCUs vs non-IoT MCUs
• 4. Global IoT MCU market spending
• 5. Analyst commentary on the IoT MCU market
• 6. Global IoT MCU market spending by region

6. IoT MCU market: Competitive landscape

• 1. Chapter overview: IoT MCU-Competitive landscape
• 2. IoT MCU competitive landscape (3 parts)
• 3. Key company profile: Infineon (4 parts)
• 4. Methodology: Mapping IoT-related business - Infineon
• 5. Key company profile: Renesas (5 parts)
• 6. Methodology: Mapping IoT-related business - NXP

7. IoT MCU market: Key trends

• 1. Chapter overview: IoT MCU market - Key trends
• 2. IoT MCU trend 1
• 3. IoT MCU trend 2 (2 parts)
• 4. IoT MCU trend 3
• 5. IoT MCU trend 4 (2 parts)

8. Methodology & market definitions

• 1. Definitions
• 2. Country mappings to regions (3 parts)
• 3. Research Methodology
• 4. Methodology: How individual companies were analyzed

9. About IoT Analytics