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市场调查报告书
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5G 晶片组：市场占有率分析、行业趋势和统计、成长预测（2024-2029 年）

Global 5G Chipset - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)
出版日期: | 出版商: Mordor Intelligence | 英文 120 Pages | 商品交期: 2-3个工作天内

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简介目录

预计2024年全球5G晶片组市场规模为443.7亿美元，预计到2029年将达到1,099.7亿美元，在预测期间（2024-2029年）市场规模将增加199亿美元，复合年增长率为% 。

全球 5G 晶片组 - 市场

与服务供应商结合，5G调变解调器晶片组主要服务于三个关键应用：增强型行动宽频、超可靠和低延迟通讯以及大规模机器类通讯及其增强功能。预计该技术的应用将在预测期内推动 5G 晶片组的需求。

5G晶片组预计将成为5G网路的关键组成部分，并将很快为智慧型手机OEM和通讯业者大规模推出。为了提供超快的网路速度和资料速率，全球主要通讯服务供应商正在将其网路升级到 5G。

5G 的出现预计将加速已迈向第四次工业革命（工业 4.0）的产业中连网型设备的使用。工业 4.0 支援跨行业的蜂窝连接。物联网和机器对机器连接的兴起也有助于推动市场吸引力。多个智慧城市计划和倡议正在世界各地展开，预计到 2025 年，全球将有约 30 个智慧城市，其中一半位于北美和欧洲。这些努力得到了全球投资的支持，据经合组织称，预计 2010 年至 2030 年间城市基础设施计划投资总额将达到 1.8 兆美元。这是主要推动 5G 晶片组需求的主要因素之一。智慧城市连结应用。

多家通讯业者正在获取频谱以扩大 5G 连接的覆盖范围。例如，2022年8月，在印度首次5G频谱竞标中，Airtel以4,308.4亿卢比购买了19,800MHz频谱。在过去的二十年里，900 MHz、2100 频宽频谱透过竞标获得的。在 3.5 GHz 和 26 GHz频宽覆盖全印度。该公司表示，这是实现最佳 5G 体验的理想频谱库，能够以最低的成本实现战略性 100 倍容量扩展。

疫情期间，考虑到5G的额外技术优势，准备了在家工作的设置。在全球工作场所分析（2020）调查中，超过 80% 的受访者表示他们拥有在家工作所需的技术技能和知识。可靠地存取公司网路（可以透过固网和移动方式）。

3GPP规定5G必须提供基于IMS的语音或视讯通讯服务。这意味着 IMS 必须部署在 3GPP Release 16 中的 5G 到 3G SRVCC 或 3GPP Release 15 中的 VoNR、EPS FB、VoeLTE 和 RAT FB 上。因此，此类升级预计将增加基础设施成本，从而对市场成长构成挑战。所有架构都面临独特的挑战，但都需要通讯业者网路内的 IP 多媒体子系统 (IMS) 的网路支援。

5G晶片市场趋势

工业自动化将占据很大份额

据Capgemini SA称，过去 18 至 24 个月内，十分之三的汽车工厂变得更加智慧。此外，80% 的汽车製造商认为 5G 对于未来五年的数位转型至关重要。例如，爱立信和奥迪正在后者位于德国盖默斯海姆的製造实验室使用无线连接的生产机器人来製造车身，使用的模拟流程类似于其英戈尔施塔特总部使用的流程，我们正在进行装配等实际测试。

对智慧製造实践的重视是影响市场的关键趋势。 IBEF资料显示，印度政府制定了雄心勃勃的目标，到2025年将製造业产出对GDP的贡献从16%提高到25%。智慧先进製造和快速转型中心 (SAMARTH) 倡议 Bharat 4.0 计画旨在提高印度製造业对工业 4.0 的认识，并帮助相关人员应对智慧製造的挑战。

工业 4.0 革命，即工业物联网 (IIOT)，透过利用智慧机器和对哑机产生的资料进行即时分析，正在对汽车、製造、仓储和物流行业产生重大影响。然而，自动化在这些领域带来了一些挑战。由于缺乏必要的硬体集成，预期的营运改善被证明是困难的。例如，自动化仅占印度製造业 GDP 的 1%，而已开发国家这一比例约为 5%。这是由于可采用的合适技术存在差距。此外，根据 GSMA 的数据，到 2025 年，北美消费者和工业物联网 (IoT) 连接总数预计将成长到 54 亿。

鑑于 5G 在工业环境中所承诺的优势，它引起了人们的极大兴趣。自3GPP Release 16以来，企业5G的关键特性（99.999％的网路可用性和可靠性、低于10毫秒的延迟、对时间敏感网路的网路支援等）已经数位化，吸引了产业相关人员人士正在寻找它。

例如，ABB和爱立信合作实现泰国的工业4.0雄心，并透过自动化系统和无线通讯促进未来的弹性生产。重点领域包括ABB的机器人和离散式自动化、工业自动化和运动业务领域以及ABBability TM 平台服务。此次合作涵盖了五个支援 G 的扩增实境镜头，用于在製造环境中进行远端试运行，以及透过爱立信通讯服务供应商商合作伙伴及其物联网加速器平台支援 G 的全球 NB-IoT 连接马达和驱动器。

北美地区占比最大

北美是最重要的市场成长地区之一。美国贡献了该地区的大部分市场占有率。对物联网、M2M通讯、行动宽频和其他新兴应用的需求正在推动这一成长。

根据GSMA行动智库的2020年北美行动经济报告，5G连线将占北美所有行动连线的一半以上。到 2025 年，该地区 4.26 亿行动连线中的 51% 将使用 5G 网路。报告称，到2025年，该地区行动电话用户数量预计将达到3.4亿。

此外，根据思科年度网路报告，到 2023 年，美国智慧型手机的平均连线速度预计将达到 81.1 Mbps，比 2018 年的 19.2 Mbps 成长 4.2 倍（复合年增长率为 33%）。在推出 5G 的同时，通讯业者也在推行雄心勃勃的网路转型策略。此外，全球 18 家通讯和消费性设备製造商已与美国公司合作开发 5G 晶片组。

5G 增强的吞吐量、可靠性、可用性和减少的延迟将支援新的以安全为中心的应用程序，统称为​​ V2X 或车辆到一切。为了促进都市区、郊区和高速公路驾驶情况下不同应用程式的集成，5G 蜂窝 V2X (C-V2X) 提供了通用无线网路。

5G晶片产业概况

5G 晶片组市场由许多地区和全球参与者适度整合。创新推动产品供应市场，每个供应商都投资创新。

2022年8月，中国着名晶片厂商紫光展锐的第二代5G晶片预计将于2022年底或2023年初发表。我们使用极紫外线（EUV）技术，这是切割的关键製程。 -在边缘晶片製造方面，紫光展锐已开始量产6nm 5G元件。凭藉市场上三种不同类型的 5G 晶片，紫光展锐将在消费性电器产品、物联网、电动车电子、智慧显示器和元宇宙展开竞争。

2022 年 5 月，下一代 5G 智慧型手机将搭载联发科技的 Dimensity1050系统晶片[SoC]，这是该公司首款毫米波5G 晶片组，具有无缝连接、显示、游戏和功效。这是一个时间表。 Dimensity930 和 HelioG99 是作为该公司 5G 和游戏晶片组系列扩展的一部分而推出的另外两款晶片组。 Dimensity1050 采用八核心CPU 和台积电 6nm 製造製程打造，结合了毫米波 5G 和 sub-6GHz，有助于网路频谱迁移。

其他福利

  • Excel 格式的市场预测 (ME) 表
  • 3 个月分析师支持

目录

第一章简介

  • 合作公寓 合作公寓 市场

第二章调查方法

第三章执行摘要

第四章市场洞察

  • 市场概况
  • 产业吸引力－波特五力分析
    • 买方议价能力
    • 供应商的议价能力
    • 替代品的威胁
    • 新进入者的威胁
    • 竞争公司之间的敌对关係
  • 技术简介
  • 宏观经济走势对产业的影响

第五章市场动态

  • 市场驱动因素
    • 对高速互联网和广泛网路覆盖范围的需求不断增长，同时减少延迟和功耗
    • 增加机器对机器/物联网连接
    • 行动资讯服务需求增加
  • 市场限制因素
    • 精细的频谱分配

第六章市场区隔

  • 按晶片组类型
    • 专用积体电路 (ASIC)
    • 无线电频率积体电路(RFIC)
    • 毫米波技术晶片
    • FPGA（现场可程式化闸阵列）
  • 按运作频率
    • 小于6GHz
    • 26～39 GHz
    • 39 GHz 或更高
  • 按最终用户
    • 消费性电子产品
    • 工业自动化
    • 汽车和交通
    • 能源和公共产业
    • 卫生保健
    • 零售
    • 其他最终用户
  • 按地区
    • 北美洲
    • 欧洲
    • 亚太地区
    • 拉丁美洲
    • 中东/非洲

第七章 竞争形势

  • 公司简介
    • MediaTek Inc.
    • Intel Corporation
    • Samsung Electronics Co. Ltd
    • Xilinx Inc.
    • Nokia Corporation
    • Broadcom Inc.
    • Infineon Technologies AG
    • Huawei Technologies Co. Ltd
    • Renesas Electronics Corporation
    • Anokiwave Inc.
    • Qorvo Inc.
    • NXP Semiconductors NV
    • Cavium Inc.
    • Analog Devices Inc.
    • Texas Instruments Inc.

第八章投资分析

第9章市场的未来

简介目录
Product Code: 65173

The Global 5G Chipset Market size is estimated at USD 44.37 billion in 2024, and is expected to reach USD 109.97 billion by 2029, growing at a CAGR of 19.90% during the forecast period (2024-2029).

Global 5G Chipset - Market

The 5G modem chipsets, in combination with service providers, largely serve and enhance the capabilities of three major applications - enhanced mobile broadband, ultra-reliable and low latency communications, and massive machine-type communications. The applications of this technology are expected to drive the demand for 5G chipsets during the forecast period.

The 5G chipsets are expected to be a critical component of 5G networks, which will soon be rolled out at a massive scale for smartphone OEMs and telecom players. In order to provide ultra-high network speeds and data rates, major telecom service providers across the globe are upgrading their networks to 5G.

The emergence of 5G is expected to expedite the use of connected devices in industries that are already pushing toward the fourth industrial revolution (Industry 4.0). Industry 4.0 is aiding cellular connectivity throughout the industry; the rise of IoT and machine-to-machine connections is also instrumental in driving market traction. Several smart city projects and initiatives are underway around the world, and it is expected that by 2025, there will be around 30 global smart cities, with half of these located in North America and Europe. These steps are supported by global investments, which, according to the OECD, are expected to total USD 1.8 trillion in urban infrastructure projects between 2010 and 2030. This is one of the major factors driving demand for 5G chipsets, owing primarily to their use in smart city connectivity applications.

Multiple telecom operators are acquiring spectrums to increase their 5G connection coverage. For instance, in August 2022, In India's first 5G spectrum auction, Airtel paid Rs 43,084 crore for 19,800 MHz spectrum. In the past 20 years, spectrum bands 900 MHz, 2100 MHz, 1800 MHz, 3300 MHz, and 26 GHz have been acquired through auctions. It obtained a pan-India footprint in the 3.5 GHz and 26 GHz bands. According to the company, this is the ideal spectrum bank for the best 5G experience, with 100x capacity enhancement done strategically at the lowest cost.

During the pandemic, the WFH setting was prepared for the extra technological benefits of 5G: in the Global Workplace Analytics (2020) survey, more than 80% of respondents stated that they had the technical skills and knowledge required for WFH, as well as easy and reliable access to company networks (presumably by both fixed-line and mobile means).

3GPP has specified that 5G should offer voice or video communication services based on the IMS, i.e., the IMS must be deployed for 5G-to-3G SRVCC in 3GPP Release 16 or VoNR, EPS FB, VoeLTE, and RAT FB in 3GPP Release 15. Hence such upgrades are expected to increase the infrastructure cost, thereby challenging the market's growth. While every architecture has specific challenges, all of them need network readiness of the IP Multimedia Subsystem (IMS) within the carrier's network.

5G Chipset Market Trends

Industrial Automation to Account for a Significant Share

According to Capgemini, three out of every ten automotive plants have become smart in the last 18-24 months. Furthermore, 80% of automakers believe 5G will be critical to their digital transformation over the next five years. For instance, Ericsson and Audi are conducting field trials, such as wirelessly connected production robots building a car body at the latter company's production lab in Gaimersheim, Germany, using simulated processes similar to those used at its headquarters in Ingolstadt.

The emphasis on smart manufacturing practices is a significant trend influencing the market. According to IBEF data, the Government of India has set an ambitious target of increasing manufacturing output contribution to GDP to 25% by 2025, up from 16%. The Smart Advanced Manufacturing and Rapid Transformation Hub (SAMARTH) Udyog Bharat 4.0 initiative aims to raise awareness of Industry 4.0 in the Indian manufacturing industry and assist stakeholders in addressing smart manufacturing challenges.

The Industry 4.0 revolution, or industrial internet of things (IIOT) is making a dent in the automotive, manufacturing, warehousing, and logistics sectors by leveraging smart machines and real-time analytics on data produced by dumb machines. However, automation created several challenges in these sectors. Expected operational improvements proved hard to match due to a lack of integration with the required hardware. For instance, automation contributes to just 1% of manufacturing GDP in India, compared to around 5% in developed countries. This stems from a gap in suitable technology available for adoption. Further, According to GSMA By 2025 the total number of consumer and industrial Internet of Things (IoT) connections in North America is forecast to grow to 5.4 billion

5G has garnered significant interest considering the promised benefits within industrial environments. Since 3GPP's Release 16, key capabilities for enterprise 5G (such as 99.999% network availability and reliability, sub-10 milliseconds latencies, and Internet support for time-sensitive networking) has attracted ,industrial players for digitization in the context of Industry 4.0.

For example, ABB and Ericsson collaborated to realize Thailand's Industry 4.0 ambition and facilitate future flexible production with automation systems and wireless communications. The focus areas include ABB's Robotics & Discrete Automation, Industrial Automation, and Motion business areas and ABB Ability TM Platform Services. The collaboration would cover 5 G-enabled andAugmented Reality Lenses for remote commissioning in manufacturing environments G-enabledand global NB-IoT connected motors and drives through Ericsson Communication Service Provider partners and its IoT-Accelerator platform.

North America to Account for the Largest Share

North America is one of the most important market growth regions. The United States has contributed the majority of the region's market share. The demand for IoT, M2M communications, mobile broadband, and other emerging applications is driving the increase.

In North America, 5G connections will represent more than half of all mobile connections, according to GSMA Intelligence's 'Mobile Economy North America 2020' report. By 2025, 51% of the region's 426 million mobile connections will be on 5G networks. According to the report, the region will have 340 million mobile subscribers by 2025.

Furthermore, according to Cisco Annual Internet Report, the average smartphone connection speed in the United States will be 81.1 Mbps by 2023, up from 19.2 Mbps in 2018, 4.2-fold growth (33% CAGR). Alongside 5G rollouts, operators are also pursuing ambitious network transformation strategies. Moreover, 18 global telecom and consumer device makers partnered with US-based Qualcomm for their 5G chipset.

New safety-sensitive applications, collectively known as V2X or Vehicle-to-Everything, will be made possible by 5G's enhanced throughput, dependability, availability, and decreased latency. To facilitate the convergence of various apps for urban, suburban, and highway driving circumstances, 5G Cellular V2X (C-V2X) offers a common wireless network.

5G Chipset Industry Overview

The 5G chipset market is moderately consolidated, with many regional and global players. Innovation drives the market in product offerings, and each vendor invests in innovation.

In August 2022, a second-generation 5G chip will be released by UNISOC, a well-known Chinese chip manufacturer, in the latter part of 2022 or the first half of 2023. Using extreme ultraviolet (EUV) technology, a crucial process for cutting-edge chipmaking, UNISOC had already started mass-producing 6nm 5G devices. UNISOC, which has three distinct types of 5G chips available on the market, will compete to establish itself in consumer electronics, IoT, EV electronics, smart displays, and the metaverse.

In May 2022, the next generation of 5G smartphones will be powered by MediaTek's Dimensity1050 system-on-chip [SoC], the company's first mm-Wave 5G chipset, featuring seamless connection, displays, gaming, and power efficiency. Dimensity930 and HelioG99 are two more chipsets introduced as part of the company's 5G and gaming chipset families expansion. The Dimensity1050, constructed using an octa-core CPU and the TSMC 6nm fabrication process, combines mm-Wave 5G with sub-6GHz to aid network spectrum migration.

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 Definition
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

  • 4.1 Market Overview
  • 4.2 Industry Value Chain Analysis
  • 4.3 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.3.1 Bargaining Power of Suppliers
    • 4.3.2 Bargaining Power of Buyers
    • 4.3.3 Threat of New Entrants
    • 4.3.4 Threat of Substitutes
    • 4.3.5 Intensity of Competitive Rivalry
  • 4.4 Technology Snapshot
  • 4.5 Impact of Macro Economic trends on the Industry

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Increasing Demand for High-speed Internet and Broad Network Coverage with Reduced Latency and Power Consumption
    • 5.1.2 Growing Machine-to-machine/IoT Connections
    • 5.1.3 Increase in Demand for Mobile Data Services
  • 5.2 Market Restraints
    • 5.2.1 Fragmented Spectrum Allocation

6 MARKET SEGMENTATION

  • 6.1 By Chipset Type
    • 6.1.1 Application-specific Integrated Circuits (ASIC)
    • 6.1.2 Radio Frequency Integrated Circuit (RFIC)
    • 6.1.3 Millimeter Wave Technology Chips
    • 6.1.4 Field-programmable Gate Array (FPGA)
  • 6.2 By Operational Frequency
    • 6.2.1 Sub-6 GHz
    • 6.2.2 Between 26 and 39 GHz
    • 6.2.3 Above 39 GHz
  • 6.3 By End User
    • 6.3.1 Consumer Electronics
    • 6.3.2 Industrial Automation
    • 6.3.3 Automotive and Transportation
    • 6.3.4 Energy and Utilities
    • 6.3.5 Healthcare
    • 6.3.6 Retail
    • 6.3.7 Other End Users
  • 6.4 By Geography
    • 6.4.1 North America
    • 6.4.2 Europe
    • 6.4.3 Asia Pacific
    • 6.4.4 Latin America
    • 6.4.5 Middle East and Africa

7 COMPETITIVE LANDSCAPE

  • 7.1 Company Profiles*
    • 7.1.1 MediaTek Inc.
    • 7.1.2 Intel Corporation
    • 7.1.3 Samsung Electronics Co. Ltd
    • 7.1.4 Xilinx Inc.
    • 7.1.5 Nokia Corporation
    • 7.1.6 Broadcom Inc.
    • 7.1.7 Infineon Technologies AG
    • 7.1.8 Huawei Technologies Co. Ltd
    • 7.1.9 Renesas Electronics Corporation
    • 7.1.10 Anokiwave Inc.
    • 7.1.11 Qorvo Inc.
    • 7.1.12 NXP Semiconductors NV
    • 7.1.13 Cavium Inc.
    • 7.1.14 Analog Devices Inc.
    • 7.1.15 Texas Instruments Inc.

8 INVESTMENT ANALYSIS

9 FUTURE OF THE MARKET