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1440365

微处理器 - 市场占有率分析、产业趋势与统计、成长预测（2024 - 2029）

Microprocessor - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)

出版日期: 2024年02月15日 | 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

微处理器市场规模预计到 2024 年为 1,032.1 亿美元，预计到 2029 年将达到 1,363.7 亿美元，在预测期内（2024-2029 年）CAGR为 5.73%。

由于5G和高效能运算设备的日益普及、基于云端的软体和资料中心的日益采用、人工智慧和机器学习解决方案的进步以及对家用电器和汽车的需求不断增长可能会推动微处理器市场的增长。

主要亮点

微处理器是微型电脑的控制单元，建构在晶片上，能够执行算术逻辑单元（ALU）运算并与其他连结设备进行通讯。微处理器包括控制单元、暂存器阵列和ALU。 ALU执行算术和逻辑运算；控制单元透过电脑监控资料流和指令，暂存器阵列储存累加器和资料。微处理器按照提供的顺序执行获取、解码和执行。
物联网的快速崛起是促进微处理器使用的重要原因之一。由于现在从更广泛的事物中收集资料在技术和经济上都比以前更加可行，因此公司经常误判物联网产品和平台生成的资料的复杂性和数量，因此需要部署解决方案来帮助他们管理和解释所有资料他们现在正在收集。因此，微处理器是物联网基础设施的主要组成部分，预计需求将会成长。
此外，对扩增实境和虚拟实境应用程式和设备以及数位相机和游戏机的需求不断增长，正在推动全球微处理器市场向前发展。
除此之外，智慧家庭产品的日益普及也推动了对微处理器的需求。智慧锁、火灾烟雾警报系统、智慧扬声器等设备越来越多地在人们的生活中占据一席之地。再加上中产阶级的消费能力不断增强，尤其是印度、巴西等发展中国家的中产阶级，预计将进一步支持研究市场的成长。
由于 IT 基础设施、UPS（不间断电源）系统、配电装置 (PDU) 和冷却装置都以某种形式使用微处理器，不断扩大的资料中心产业预计也将为所研究的市场的成长创造有利的场景。此外，采用微型资料中心的多重好处，例如降低交易成本、高功能性和高储存量，预计将推动对此类资料中心类型的需求，从而推动所研究市场的成长。
然而，半导体晶片的短缺、微处理器积体电路生产的复杂性、电路设计费用、原材料价格上涨、电脑系统出货量减少以及低成本行动装置销售增加等因素正在挑战着所研究市场的成长。
COVID-19 对微处理器市场产生了显着影响。儘管如此，疫情期间需求大幅增加，尤其是消费性电子和医疗保健产业。由于各国实施广泛的封锁，生产能力有限，供应链受到限制，供应商感到难以满足需求。
然而，随着情况恢復正常，由于很大一部分半导体製造商正在增加投资和努力扩大微处理器和其他半导体产品的生产，预计市场将获得牵引力。此外，自动化、连网汽车、人工智慧、机器学习和物联网等技术的日益普及，为后疫情时期研究市场的成长创造了有利的市场场景。

微处理器市场趋势

消费性电子领域推动市场成长

微处理器因其处理速度快、尺寸小且易于维护而越来越多地应用于桌上型电脑、智慧型手机、平板电脑和伺服器等消费性电子应用。这种多用途电子处理设备可配置为每秒完成约30亿次活动，在储存区域之间快速传输资料，并进行复杂的数学计算，例如浮点运算。不断成长的消费性电子市场将有利于微处理器市场，有助于市场的成长和所考虑市场的进步。
近年来，游戏产业成长显着，自疫情爆发以来成长更为显着，因为PC、游戏机、智慧型手机等游戏设备都包含由许多组件组成的嵌入式系统，这些组件均服务于特定功能，游戏不断成长市场将促进智慧型手机、游戏机和 VR/AR 设备的成长，最终影响全球微处理器的成长。
近年来智慧型手机和平板电脑的普及影响了个人电脑的需求。微处理器和 GPU 市场的成长受到新一代智慧型手机和平板电脑的便携性和效能的影响。与智慧型手机和平板电脑中使用的处理器和 GPU 相比，PC 处理器和 GPU 通常更昂贵。随着越来越多的用户选择智慧型手机和平板电脑等可携式装置来执行日常任务，桌上型电脑在个人电脑类别中的销量大幅下降。此外，由于PC的生命週期较长，短时间内无法更换，因此智慧型手机产业的整体需求不断增长，可以轻鬆快速地升级到改进的技术。
此外，由于低延迟和高速网路的可用性，5G 的到来预计将大大加快智慧型手机和其他穿戴式装置的采用，从而在此过程中产生对微处理器的需求。爱立信预计，全球智慧型手机用户数量预计将从 2021 年的 62.6 亿增加到 2028 年的 77.9 亿。

亚太地区将占据重要市场份额

亚太地区占有重要的市场份额，预计在预测期内将成长最快。这一增长归功于该地区智慧型手机和其他设备（例如笔记型电脑、手机、桌上型电脑和平板电脑）使用量的增加。由于数位化的快速发展、高科技产品的普及以及汽车电子的进步等因素，中国和印度等发展中经济体也正在帮助市场扩张。此外，物联网 (IoT) 使用量的增加、政府大量 IT 投资以及对基于云端的服务不断增长的需求将在整个预测期内推动区域市场的发展。
由于亚太地区对具有先进功能的豪华汽车的需求最近不断增加，预计汽车行业将对微处理器产生大量需求。此外，有关乘客和车辆安全的严格政府法规也对亚太地区研究市场的成长做出了积极贡献。
由于存在庞大的消费性电子产品和汽车製造业，预计中国将在所研究的市场中保持主导地位。根据中国汽车工业协会统计，2022年4月，中国乘用车产量约99.6万辆，商用车产量约21万辆。此外，本月中国汽车工业共生产了约120万辆汽车。
考虑到对半导体晶片不断增长的需求以及与美国持续存在的问题，包括阿里巴巴和百度在内的多家中国公司一直在投资製造自己的晶片，此举被认为是中国在实现增强本土晶片能力的目标方面取得的进展。一项关键技术。中国在其「十四五」规划中将人工智慧、量子运算、半导体和太空等七个技术领域列为优先考虑的领域，预计将推动所研究市场的机会。
其他国家也出现了类似的趋势，它们不断推出措施来推动各自地区半导体产业的成长。例如，最近公布的印度 DIR-V 计画旨在透过大规模生产下一代本土微处理器来加速该国的半导体生态系统。印度政府希望在 2023 年 12 月实现重质商业硅生产和设计胜利。同样，政府也与索尼印度、ISRO、BEL 等公司签署了五份谅解备忘录，以推广内部创建的 Shakti 和 Vega RISC-V 微处理器的使用。

微处理器产业概况

由于初始投资较高，微处理器市场非常集中，并由少数主要参与者主导。然而，不断增长的市场需求和稳定的获利能力预计将吸引新参与者进入市场，使其更具竞争力。该市场的一些主要参与者包括英特尔、英伟达、高通等。

2023 年 2 月，印度高级运算发展中心 (C-DAC) 宣布他们正在开发该国第一个自主设计的微处理器系列。该组织的处理器路线图旨在帮助该国实现微处理器的自力更生。 C-DAC 的目标是到 2024 年底在全国范围内实现 64 PetaFlops (PF) 的累积运算能力。

2023 年1 月，英特尔在CES 2023 上推出了最新的第13 代H 和HX 系列笔记型电脑处理器。据该公司称，这些高效能笔记型电脑处理器提供多达24 核CPU、DDR5 支援、PCIe Gen5等。该公司还发布了第 13 代英特尔酷睿 P 和 U 系列处理器，具有改进的 Iris Xe 板载显示卡和多达 14 核心 CPU 设计。

额外的好处：

Excel 格式的市场估算 (ME) 表
3 个月的分析师支持

Due to the growing popularity of 5G and high-performance computing devices, increasing adoption of cloud-based software and data centers, advancements in artificial intelligence and machine learning solutions, and the increasing demand for household appliances and automobiles will likely fuel the microprocessor market growth.

Key Highlights

A microprocessor is a microcomputer's controlling unit, built on a chip, capable of performing Arithmetic Logic Unit (ALU) operations and communicating with other linked devices. A microprocessor comprises a Control Unit, a Register Array, and an ALU. The ALU performs arithmetic and logical operations; the Control Unit supervises data flow and instructions through the computer, and the Register Array stores accumulators and data. The microprocessor performs Fetch, Decode, and Execute in the provided sequence.
The rapid rise of the Internet of Things is one significant reason for promoting microprocessor usage. As collecting data from a far wider range of things is now technically and economically feasible than before, companies frequently misjudge the complexity and volume of data generated by IoT products and platforms, necessitating the deployment of solutions to help them manage and interpret all of the data they are now collecting. Microprocessors which are among the major component of IoT infrastructure, are thus expected to grow in demand.
In addition, the growing demand for Augmented Reality and Virtual Reality apps and devices, as well as digital cameras and gaming consoles, is propelling the worldwide microprocessor market forward.
Apart from this, the increasing penetration of smart home products is also driving the demand for microprocessors. Devices like smart locks, fire, and smoke alarm systems, smart speakers, etc., are increasingly taking their place in the lives of people. Coupled with the increasing spending capacity of the middle class, especially across developing countries such as India, Brazil, etc., are expected to support the growth of the studied market further.
The expanding data center industry is also expected to create a favorable scenario for the studied market's growth, as IT infrastructure, UPS (uninterruptible power supply) systems, power distribution units (PDUs), and cooling units all use microprocessors in some form or other. Furthermore, the multiple benefits of adopting micro-data centers, such as decreased transactional costs, high functionality, and high storage, are expected to propel the demand for such data center types, driving the studied market's growth in the process.
However, the factors such as the shortage of semiconductor chips, the complexity involved in the production of microprocessor integrated circuits, circuit design expenses, escalating raw material prices, decreased shipment of computer systems, and increased sales of low-cost mobile devices are challenging the growth of the studied market.
A notable impact of COVID-19 was observed on the microprocessors market. Although, the demand increased significantly during the pandemic, especially across the consumer electronics and healthcare industry. The vendors felt it hard to match the demand owing to limited production capabilities and supply chain constraints due to widespread lockdowns imposed across various countries.
However, with the conditions returning to normalcy, the market is expected to gain traction as a significant portion of the semiconductor manufacturers is increasing their investment and efforts to scale up the production of microprocessors and other semiconductor products. Furthermore, the increasing penetration of technologies such as automation, connected cars, AI, ML, and IoT are creating a favorable market scenario for the growth of the studied market in the post-COVID period.

Microprocessor Market Trends

Consumer Electronics Segment to drive the Market Growth

Microprocessors are increasingly used in consumer electronics applications such as desktop PCs, smartphones, tablets, and servers because of their fast processing speed, small size, and ease of maintenance. This multipurpose electronic processing device may be configured to accomplish about 3 billion activities per second, transport data swiftly between memory regions, and conduct sophisticated mathematical calculations such as floating-point operations. The rising consumer electronic segment will favor the Microprocessor Market, contributing to market growth and progress for the market under consideration.
The gaming industry has grown significantly in recent years, rather more dramatically since the outbreak of the pandemic, as gaming devices such as PC, game consoles, smartphones, etc., contain embedded systems comprising many components all serving a specific function, the growing gaming market will contribute to the growth of smartphones, Gaming consoles, and VR/AR devices, ultimately influencing the growth of microprocessors globally.
The popularity of smartphones and tablets in recent years has influenced PC demand. Microprocessor and GPU market growth have been impacted by the portability and performance of new-generation smartphones and tablets. When compared to those utilized in smartphones and tablets, PC processors and GPUs are usually more expensive. Desktop PCs have significantly declined in the PC category as more users chose portable devices such as smartphones and tablets for day-to-day tasks. Furthermore, because PCs have a long lifecycle and cannot be replaced in a short time, there is a growth in overall demand for the smartphone industry, which can be easily upgraded to improved technology quickly.
Furthermore, the arrival of 5G is expected to significantly expedite the adoption of smartphones and other wearable devices owing to the availability of a low latency and high-speed network, creating the demand for microprocessors in the process. According to Ericsson, global smartphone subscriptions are expected to grow from 6,260 million in 2021 to 7,790 million by 2028.

Asia Pacific to Account for a Significant Market Share

The Asia-Pacific region commands a significant market share and is predicted to grow the fastest over the forecast period. The increased use of smartphones and other devices in the region, such as laptops, mobile phones, desktop computers, and tablets, is credited with the increase. Due to factors such as fast digitalization, increased penetration of high-tech gadgets, and progress of automotive electronics, developing economies such as China and India are also helping market expansion. Furthermore, increased Internet of Things (IoT) usage, large government IT investment, and rising demand for cloud-based services will drive the regional market throughout the projection period.
The automotive industry is expected to generate considerable demand for microprocessors as the demand for luxury cars with advanced functionalities has been increasing lately in the Asia Pacific region. Furthermore, stringent government regulations regarding passenger and vehicle safety also contribute positively to the studied market's growth in Asia Pacific.
China is expected to remain dominant in the studied market due to the presence of a large consumer electronics and automotive manufacturing industry. According to the China Association of Automobile Manufacturers, in April 2022, around 996,000 passenger cars and 210,000 commercial vehicles were produced in China. Additionally, during the month, China's automotive industry produced a total of about 1.2 million vehicles.
Considering the growing demand for semiconductor chips, and ongoing issues with the United States, various Chinese firms, including Alibaba and Baidu, among others, have been making investments in manufacturing their own chips, a move considered progress toward China's goal of increasing local capabilities in a crucial technology. China has outlined seven technology fields in its 14th five-year plan, including artificial intelligence, quantum computing, semiconductors, and space, as its priority which is expected to drive opportunities in the studied market.
A similar trend has been observed across other countries as well, which are continuously launching initiatives to drive the semiconductor industry's growth in their respective regions. For instance, India's DIR-V program, which aims to accelerate the country's semiconductor ecosystem by mass-producing next-generation indigenous microprocessors, was recently revealed. By December 2023, the Indian government hopes to have achieved heavy-grade commercial silicon production and design victories. In the same vein, the government has inked five Memorandums of Understanding with companies such as Sony India, ISRO, BEL, and others to promote the usage of the Shakti and Vega RISC-V microprocessors, which were created in-house.

Microprocessor Industry Overview

The Microprocessor Market is concentrated due to the high initial investments and is dominated by a few major players. However, the growing market demand and stable profitability are expected to drive new players into the market, making it more competitive. Some of the key players in the market are Intel, Nvidia, Qualcomm, etc.

In February 2023, India's Centre for Development of Advanced Computing (C-DAC) announced they are working on the country's first indigenously designed family of microprocessors. The organization's roadmap for processors is aimed at helping the country become self-reliant in microprocessors. C-DAC targets to achieve 64 PetaFlops (PF) of cumulative compute power across the country by the end of 2024.

In January 2023, Intel unveiled its latest 13th Gen H and HX series of laptop processors at CES 2023. According to the company, these high-performance laptop processors offer up to 24-core CPU, DDR5 support, PCIe Gen5, and more. The company also announced the 13th Gen Intel Core P and U series of processors with improved Iris Xe onboard graphics and up to 14 core CPU designs.

Additional Benefits:

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

1 INTRODUCTION

1.1 Study Assumptions and Market Definition
1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHT

4.1 Market Overview
4.2 Industry Attractiveness - Porter's Five Forces Analysis
- 4.2.1 Threat of New Entrants
- 4.2.2 Bargaining Power of Buyers
- 4.2.3 Bargaining Power of Suppliers
- 4.2.4 Threat of Substitute Products
- 4.2.5 Intensity of Competitive Rivalry
4.3 Industry Value Chain Analysis
4.4 Impact of Macro Trends on the Industry

5 MARKET DYNAMICS

5.1 Market Drivers
- 5.1.1 Increase in demand for high performance and energy-efficient processors
5.2 Market Restraints
- 5.2.1 Decrease in demand for PCs

6 MARKET SEGMENTATION

6.1 By Type
- 6.1.1 APU
- 6.1.2 CPU
- 6.1.3 GPU
- 6.1.4 FPGA
6.2 By Application
- 6.2.1 Consumer Electronics
- 6.2.2 Enterprise - Computer and Servers
- 6.2.3 Automotive
- 6.2.4 Industrial
- 6.2.5 Others
6.3 By Geography
- 6.3.1 North America
- 6.3.2 Europe
- 6.3.3 Asia Pacific
- 6.3.4 Latin America
- 6.3.5 Middle East & Africa

7 COMPETITIVE LANDSCAPE

7.1 Company Profiles
- 7.1.1 Intel Corporation
- 7.1.2 TSMC
- 7.1.3 SK Hynix Inc.
- 7.1.4 Sony Corporation
- 7.1.5 Nvidia Corporation
- 7.1.6 Samsung Electronics Co. Ltd.
- 7.1.7 Qualcomm Technologies
- 7.1.8 Broadcom Inc.
- 7.1.9 Micron Technology