ISP（图像信号处理器）和视觉处理器市场——增长、趋势、COVID-19 影响和预测 (2023-2028)

ISP（图像信号处理器）和视觉处理器市场预计在预测期内的复合年增长率为 6.9%。

ISP（图像信号处理器）和视觉处理器在广泛的工业领域（包括消费电子产品、医疗保健、汽车和製造）的采用预计将推动显着的市场增长。 在研究、生产和开发方面的显着投资也推动了市场增长。

主要亮点

• 由于将智能手机、相机和无人机等高端产品用于监控应用，该市场具有巨大的增长潜力。 此外，VPU 在安全和监控摄像头、无人机 (UAV) 和汽车等应用领域的使用激增正在推动市场增长。
• 对高计算能力的需求不断增长、对计算机视觉应用的需求不断增加、人工智能和机器学习技术的采用不断增加以及对 ASIC 的需求不断增长是推动市场增长的主要因素。
• 影响汽车行业发展的一个关键决定因素是采用配备高级驾驶辅助系统 (ADAS) 和信息娱乐系统的电动和非电动汽车。 由于用于 ADAS 系统的图像信号处理器和视觉处理器的进步和技术创新，预计该市场将会增长。 例如，今年 1 月，Light 和 Cadence Design Systems Inc. 为 Light 的 Clarity 深度感知平台配备了 Cadence Tensilica Vision Q7 DSP，实现了使用行业标准相机的高分辨率、远距离深度感知。并透露它将支持高级驾驶辅助系统。
• 图像信号处理器和视觉处理器具有高性能，但它们的製造成本很高。 这会导致更高的成本，因为 SoC 製造需要更高的资金。 这可能会导致客户的最终价格更高，并阻碍市场增长。
• 由于 COVID-19 疫情，图像信号处理设备和图像处理设备製造设备行业在全球范围内继续停工，导致部分产品的生产放缓。 封锁措施减少了对电子产品的需求，并对全球半导体行业产生了影响。 此外，全球需求持续下滑，汽车出口数量持续下滑，因此半导体製造设备的需求预计将长期下滑。

ISP（图像信号处理器）和视觉处理器的市场趋势

消费电子占据压倒性的市场份额

• 在 VR 产品、智能手机、无人机等中引入 ISP 和 VPU 的情况越来越多，推动了消费电子产品的 ISP（图像信号处理器）和视觉处理器市场。 提供具有升级消费者体验和卓越功能的优质产品的需求不断增长，这推动了 OEM 对 ISP 和 VPU 的采用。
• 消费电子产品不断创新，创造出先进的特性和功能，再加上市场参与者发布的产品不断增多，正在推动对这些处理器的需求增加。 例如，STMicroelectronics 在今年 3 月发布了用于智能手机和其他设备的全新高分辨率飞行时间 (ToF) 传感器系列。 VD55H1 是 3D 系列中的第一款产品，该传感器通过确定超过 500,000 个点的间距来映射 3D 对象。
• 快速的处理器、连接性、出色的相机图像质量和应用程序使智能手机成为最受欢迎的消费电子产品。 与今天的手机不同，未来的智能手机将利用高速连接、机器学习芯片、人工智能能力和更强大的处理能力等创新。
• VPU 使用专用的 AI 芯片组，通过为设备引入 AI 计算能力来增强用户体验。 对具有高安全性、快速计算、低延迟和较少对连接的依赖等高级特性的高端智能手机的需求不断增长，预计将推动人工智能专用芯片的采用。

亚太地区将在预测期内实现最高复合年增长率。

• 在接下来的几年里，亚太地区的图像信号处理器和视觉处理器市场有望面临有利可图的发展潜力。 该地区的需求归因于 AI 处理器领域多家初创公司的存在，这很可能很快会给 VPU 业务带来巨大的发展潜力。 此外，该地区还是无人机和智能相机供应商的主要生产商，这些供应商将 VPU 集成到他们的产品中。
• 图像信号处理器和视觉处理器市场的主要驱动力是机器视觉系统的日益普及以及消费电子和汽车等一系列不同的垂直行业。 此外，系统编程所需的人工智能和机器学习技术的出现也有望帮助市场增长。
• 在亚太地区，由于中国和日本等国家/地区的电子行业产能不断增加，市场需求也在增加。 例如，2021年日本电子产业总产值将达到近11万亿日元。 该领域包括消费电子产品、工业电子产品以及电子元件和设备。
• 此外，日本併购、扩张和合作活动的增加也促进了市场增长。 例如，台积电去年10月计划与索尼共同在日本开设第一家工厂。 索尼是全球最大的手机摄像头图像传感器製造商。 总投资估计约为8000亿美元。
• 汽车和製造业正在部署多款具有视觉功能的机器人，用于多种用途，例如质量控制、产品检验、生产各个阶段的协助、安全和监控。 此外，汽车，尤其是自动驾驶汽车的进步，被认为对该行业产生了积极影响。

ISP（图像信号处理器）和视觉处理器市场竞争分析

ISP（图像信号处理器）和视觉处理器市场竞争适中，由几家主要参与者组成。 市场上的一些主要参与者是 STMicroelectronics、德州仪器公司、Sigma Corporation、Semiconductor Components Industries LLC、富士通有限公司等。 凭藉在市场上的突出份额，这些重要参与者专注于扩大其在不同国家/地区的客户群。 他们利用战略联合计划来增加市场份额和提高盈利能力。

2022 年 9 月，提供图像处理技术的 Visionary.ai 宣布发布可提高视频质量的实时视频噪声消除器。 在每年生产的大约 70 亿个图像传感器中，它有可能在很大程度上改善工作环境。

2022 年 2 月，ST 微电子宣布推出 ISPU（智能传感器处理单元），在同一硅片上结合适合执行 AI 算法的 DSP（数字信号处理器）和 MEMS 传感器。 它具有全精度浮点运算单元、高速4级流水线、16位变长指令和1週期16位乘法器。 中断响应在 4 个週期内完成。

其他福利。

• Excel 格式的市场预测 (ME) 表
• 三个月的分析师支持

内容

第一章介绍

• 研究假设和市场定义
• 调查范围

第二章研究方法论

第 3 章执行摘要

第四章市场动态

• 市场概览
• 市场驱动因素
  • 提高智能手机普及率
  • 对高端计算的需求不断增长
• 市场製约因素
  • 配备高性能 CPU 和 GPU
  • 芯片开发和製造方面的技术挑战
• 价值链分析
• 行业吸引力 - 波特五力分析
  • 新进入者的威胁
  • 买家的议价能力
  • 供应商的议价能力
  • 替代品的威胁
  • 竞争公司之间的敌对关係
• 技术快照
• 评估 COVID-19 对行业的影响

第 5 章市场细分

• 按组件
  • 硬件
  • 软件
  • 服务
• 最终用户
  • 消费类电子产品
  • 安全和监控
  • 汽车
  • 航空航天与国防
  • 製造业
  • 医疗保健
  • 其他最终用户
• 按地区
  • 北美
  • 欧洲
  • 亚太地区
  • 拉丁美洲
  • 中东

第六章竞争格局

• 公司简介
  • STMicroelectronics
  • Texas Instruments Incorporated
  • Sigma Corporation
  • Semiconductor Components Industries LLC
  • Fujitsu Ltd
  • Toshiba Corporation
  • Samsung Electronics Co. Ltd
  • Analog Devices Inc.
  • Broadcom Inc.
  • NXP Semiconductors NV
  • Google LLC
  • Qualcomm Inc.
  • Xilinx Inc.
  • Cadence Design Systems Inc.
  • HiSilicon（Shanghai）Technologies Co. Ltd

第7章 投资分析

第8章 市场机会未来动向

The image signal processor and vision processor market is expected to register a CAGR of 6.9% during the forecast period. The market is expected to witness substantial growth due to a rise in the adoption of image signal processor and vision processor systems across a broad range of industry verticals, including consumer electronics, healthcare, automotive, and manufacturing. Notable research, production, and development investments also add to the market's growth.

Key Highlights

• The market holds enormous growth potential for premium products like smartphones and the use of cameras and drones for surveillance applications. Furthermore, a surge in the usage of VPUs in security and surveillance cameras, unmanned aerial vehicles (UAVs), and automobiles, among other application areas, is driving the market's growth.
• The growing demand for high computational capability, rising demand for computer vision applications, increasing adoption of artificial intelligence and machine learning technologies, and growing need for ASICs are the principal factors that drive market growth.
• The primary determinant influencing the growth of the automotive sector is the adoption of electric and non-electric vehicles provided with advanced driver-assistance systems (ADAS) and infotainment systems. Increasing advancement and innovation in image signal processors and vision processors for ADAS systems are expected to boost market growth. For instance, in January this year, Light and Cadence Design Systems Inc. unveiled the deployment of the Cadence Tensilica Vision Q7 DSP in Light's Clarity Depth Perception Platform, which enables high-resolution long-range, depth perception utilizing industry-standard cameras to assist advanced driver-assistance systems.
• Although image signal and vision processors offer high performance, their production costs are substantial. It is related to increased cost since producing SoCs requires higher money. This factor raises the customer's ultimate price range and may impede market growth.
• The COVID-19 pandemic slowed the manufacture of several items in the image signal processor and vision processor production equipment industry owing to the continued lockdown in several global regions. Lockdown measures reduced the demand for electronic gadgets, which had a global impact on the semiconductor sector. The continued decline in worldwide demand and automobile export shipments negatively impacted the market, which is expected to slow the demand for semiconductor manufacturing equipment in the long run.

Image Signal Processor & Vision Processor Market Trends

Consumer Electronics to Hold Dominant Share of the Market

• The increasing deployment of ISPs and VPUs in VR products, smartphones, drones, etc., boost the image signal processor and vision processor market for consumer electronics. The increasing demand to bring superior products with upgraded consumer experience and excellent functionalities drive OEMs' adoption of ISPs and VPUs.
• Constant innovations in consumer electronics products, inducing advanced features and functionalities, coupled with increasing product launches by market players, add to the rising demand for these processors. For instance, in March this year, STMicroelectronics launched a new line of high-resolution Time-of-Flight (ToF) sensors for smartphones and similar devices. The VD55H1 is the first member of the 3D family, a sensor that maps three-dimensional objects by determining the separation between more than half a million points.
• Fast processors, connectivity, superior camera quality, and applications make smartphones the most thriving consumer electronic devices in terms of their adoption. Unlike current phones, future smartphones will leverage innovations such as high-speed connectivity, machine-learning chips, AI capabilities, and more powerful processing power.
• VPUs, which use dedicated AI chipsets, enhance the user experience by inducing the AI computing capacity in the devices. Growing demand for premium smartphones due to advanced characteristics, such as higher security, faster computing, low latency, and less dependence on connectivity, is expected to encourage the adoption of dedicated AI chips.

APAC to Register Highest CAGR During Forecast Period

• In subsequent years, the Asia-Pacific image signal processor and vision processor market is expected to face profitable development possibilities. This region's demand is attributed to the presence of multiple start-ups of AI processors, which are likely to give the VPU businesses with significant development possibilities soon. Besides, the region is home to primary producers of drones and intelligent camera suppliers that integrate VPUs into their goods.
• The image signal processor and vision processor market is driven principally by the expanding adoption of machine vision systems and a different range of vertical industries, including consumer electronics and automotive. Also, it is assumed that the arrival of AI and machine learning technologies required to program the systems will help market growth.
• The market demand is increasing in the Asia-Pacific due to increasing production capacities of the electronic industry in countries such as China and Japan, among others. For example, the total production value of the electronics industry in Japan reached close to JPY 11 trillion in 2021. The sector encompasses consumer electronic equipment, industrial electronic equipment, and electronic components and devices.
• Furthermore, Japan's growing merger, acquisition, expansion, and collaboration activities also assist the market's growth. For example, TSMC planned to open its first factory in Japan in October last year in collaboration with Sony. Sony is the world's largest manufacturer of image sensors used in cell phone cameras and other applications. The total investment is estimated to be around 800 billion USD.
• Several robots with vision capabilities are progressively being introduced across the automotive and manufacturing businesses for multiple purposes, including quality control, product inspection, assisting in the various production stages, and security and monitoring, among others. Besides, the growing advancement in cars, in particular autonomous vehicles, are supposed to impact the industry positively.

Image Signal Processor & Vision Processor Market Competitor Analysis

The image signal processor and vision processor market is moderately competitive and consists of several major players. Some major players operating in the market include STMicroelectronics, Texas Instruments Incorporated, Sigma Corporation, Semiconductor Components Industries LLC, and Fujitsu Ltd. These important market players with a noticeable share in the market are concentrating on expanding their customer base across different countries. They leverage strategic collaborative initiatives to improve their market share and enhance profitability.

In September 2022, Visionary.ai, an image processing technology provider, announced the release of a real-time video denoiser that enhances video picture quality. It has the potential to improve the working circumstances of the vast proportion of the nearly 7 billion image sensors produced each year.

In February 2022, STMicroelectronics' announced the launch of the Intelligent Sensor Processing Unit (ISPU), which combines a Digital Signal Processor (DSP) suited to run AI algorithms and MEMS sensors on the same silicon. A full-precision floating-point unit is included, as well as a fast four-stage pipeline, 16-bit variable-length instructions, and a single-cycle 16-bit multiplier. The interrupt response takes four cycles.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definitions
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Increasing Adoption of Smartphones
  • 4.2.2 Rising Demand for High-end Computing Capabilities
• 4.3 Market Restraints
  • 4.3.1 Availability of CPUs and GPUs With High Capabilities
  • 4.3.2 Technological Challenges in Chip Development and Manufacturing
• 4.4 Industry Value Chain Analysis
• 4.5 Industry Attractiveness - Porter's Five Forces Analysis
  • 4.5.1 Threat of New Entrants
  • 4.5.2 Bargaining Power of Buyers
  • 4.5.3 Bargaining Power of Suppliers
  • 4.5.4 Threat of Substitute Products
  • 4.5.5 Intensity of Competitive Rivalry
• 4.6 Technology Snapshot
• 4.7 Assessment of the Impact of COVID-19 on the Industry

5 MARKET SEGMENTATION

• 5.1 By Component
  • 5.1.1 Hardware
  • 5.1.2 Software
  • 5.1.3 Services
• 5.2 By End User
  • 5.2.1 Consumer Electronics
  • 5.2.2 Security and Surveillance
  • 5.2.3 Automotive
  • 5.2.4 Aerospace and Defense
  • 5.2.5 Manufacturing
  • 5.2.6 Healthcare
  • 5.2.7 Other End Users
• 5.3 Geography
  • 5.3.1 North America
  • 5.3.2 Europe
  • 5.3.3 Asia-Pacific
  • 5.3.4 Latin America
  • 5.3.5 Middle East

6 COMPETITIVE LANDSCAPE

• 6.1 Company Profiles
  • 6.1.1 STMicroelectronics
  • 6.1.2 Texas Instruments Incorporated
  • 6.1.3 Sigma Corporation
  • 6.1.4 Semiconductor Components Industries LLC
  • 6.1.5 Fujitsu Ltd
  • 6.1.6 Toshiba Corporation
  • 6.1.7 Samsung Electronics Co. Ltd
  • 6.1.8 Analog Devices Inc.
  • 6.1.9 Broadcom Inc.
  • 6.1.10 NXP Semiconductors NV
  • 6.1.11 Google LLC
  • 6.1.12 Qualcomm Inc.
  • 6.1.13 Xilinx Inc.
  • 6.1.14 Cadence Design Systems Inc.
  • 6.1.15 HiSilicon(Shanghai) Technologies Co. Ltd

7 INVESTMENT ANALYSIS

8 MARKET OPPORTUNITIES AND FUTURE TRENDS