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系统单晶片 (SoC) - 市占率分析、产业趋势与统计、成长预测（2024 年 - 2029 年）

System On Chip (SoC) - 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 156 Pages | 商品交期: 2-3个工作天内

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简介目录

系统单晶片市场规模预计到2024年为1,726.5亿美元，预估至2029年将达到2,538亿美元，在预测期内（2024-2029年）CAGR为8.01%。

系统单晶片 (SoC) 技术已成为现代技术不可或缺的一部分，彻底改变了电子设备的设计和製造方式。基本上，系统单晶片 (SoC) 将电脑的所有元件整合到单一晶片上，包括 CPU、记忆体、输入和输出连接埠以及辅助储存。

主要亮点

快速发展的技术，包括 5G 和 6G、软体车辆、非地面网路 (NTN) 和数位医疗保健、无尽的想像力和跨行业的发明，为 SoC 快速进入消费市场铺平了道路。 SoC 长期以来一直被整合到平板电脑和手机等电子设备中，因为它们结构紧凑且节能。
如今，SoC 越来越多地用于物联网设备和其他设备。消费者对智慧和节能设备的需求不断增长，以及各个垂直行业对物联网的指数级采用，预计将成为半导体市场参与者的驱动因素，从而推动 SoC 市场的成长。
电子产业的另一个重要趋势是物联网（IoT）的成长。随着智慧型装置需求的成长，物联网已成为日常生活的重要组成部分。因此，企业主要使用这项技术来开发新产品和服务。 SoC 也将在柔性电子产品的发展中发挥关键作用，为穿戴式和置入装置带来新的外形尺寸。
随着技术不断发展，多个行业正在采用自动化和数位化，为主要参与者带来进入新市场的新机会，但与系统单晶片 (SoC) 相关的初始研发成本很高。由于SoC针对各种产品的客製化程度越来越高，厂商需要同时专注于多个研发项目，从而增加了专案成本。预计这些因素将阻碍预测期内的市场成长。
虽然 COVID-19 透过增加对消费性电子产品的需求改变了消费者的支出模式，但汽车产业向电动车的发展也增加了对晶片的需求。例如，一辆典型的汽油引擎汽车使用大约 50 到 150 个半导体晶片，但电动车可以使用多达 3,000 个半导体晶片。对电动车製造的日益重视肯定会在未来消耗更多的半导体晶片，从而推动 SoC 在全球市场中的作用。

系统单晶片 (SoC) 市场趋势

消费性电子领域将占据重要份额

SoC 的结合有助于提高效率、减少能耗和紧凑性，使得 SoC 对于从智慧型手机到各种互连设备等众多消费性电子应用至关重要。消费性电子产品预计将根据其应用对 SoC 产生巨大需求。这主要归因于消费者可支配收入的增加导致智慧型手机的普及。
高阶智慧型手机、智慧音箱、平板电脑、穿戴式装置等消费性电子产品广泛采用边缘人工智慧晶片。这些晶片经过专门设计，旨在增强网路边缘人工智慧演算法的运算能力和有效性，从而实现更快、即时的决策能力。对人工智慧晶片技术不断增长的需求预计将在整个预计时间内推动市场扩张。此外，人工智慧技术的不断采用和物联网消费设备的激增将加速市场的成长。
此外，市场成长主要是由互联网和智慧型手机用户的不断扩大、云端运算和物联网平台的广泛使用以及智慧基础设施中无线感测器的广泛部署所推动的。随着市场上物联网和智慧型装置数量的持续成长，由于 SoC 晶片在这些装置中的不同应用，预计对 SoC 晶片的需求也会以相当的速度成长。因此，市场上的一些供应商不断投资推出重要产品，以满足消费性电子产品不断增长的连结需求。
多个国家对消费性电子产业的投资不断增加，预计将增加市场机会。世界各国政府不断鼓励新的投资进入该国建立电子製造设施，旨在提高其生产能力。行动普及率的不断提高、互联网连接的不断增强以及连网设备的日益普及预计将推动消费性电子产品的成长。这种在行动装置、个人电脑、平板电脑、音讯设备等多种消费性电子设备中受到青睐的重要功能预计将推动市场的发展。
据爱立信称，2022年全球智慧型手机行动网路用户数量接近64亿，预计到2028年将超过77亿。值得一提的是，中国、印度和美国成为拥有最多智慧型手机行动网路用户的国家。大量智能手机行动网路订阅。爱立信的报告强调，儘管销售量在 2022 年达到平台期，但智慧型手机平均售价的上涨预计将在未来几年加强市场。这些显着的发展将增强市场前景。

亚太地区预计将主导市场

预计亚太地区将主导所研究的市场，因为它目前主导着全球半导体市场，并得到了政府政策的进一步支持。据SIA称，中国、日本、台湾和韩国合计约占全球半导体产量的75%，越南、泰国、马来西亚和新加坡等其他国家也对该地区的市场主导地位做出了重大贡献。
随着各行业对技术先进装置的需求不断增加，市场对SoC装置的需求预计将进一步增加。此外，汽车和智慧型手机市场中各种感测器的应用不断增加，预计将进一步增加对感测器的需求。
此外，政府的「中国製造2025」计画正在帮助扩大电力电子市场。此外，该行业正在为该领域的电力电子领域带来新的资金。例如，宽频隙化合物半导体的重要製造商IIVI Incorporated扩大了其在中国的SiC晶圆精加工製造厂的规模。
配合此次发布，该公司旨在为其下一代 5G 建设产品提供动力，包括下一代 5G Compact Macro、基带单元和 Massive MIMO 无线电。

系统单晶片 (SoC) 产业概览

由于国内和全球参与者的存在，系统单晶片（SoC）市场处于半整合状态。主要参与者采用各种策略，例如产品发布、协议和收购，以扩大其在市场中的足迹。该市场的主要参与者包括博通公司、英特尔公司、联发科技公司、微芯科技公司和恩智浦半导体公司。

2023年9月，GlobalFoundries和Microchip Technology透过Microchip子公司Silicon Storage Technology（SST）于近期推出了SST ESF3第三代嵌入式SuperFlash技术NVM解决方案。此尖端解决方案现已可用于 GF 28SLPe 铸造製程的生产。 GF 的客户对该解决方案提供的卓越性能、卓越可靠性、广泛的 IP 选项和成本效益表示满意。事实证明，它非常适合消费和工业应用中使用的高级 MCU、复杂的智慧卡和物联网晶片。
2023年5月，STM推出了适用于STM32 MCU和BLE SoC的具有天线匹配功能的单晶片IC。意法半导体展示了其最新的单晶片天线匹配 IC 系列，可加快蓝牙 LE 晶片系统和两个 STM32 微控制器的创新速度。

额外的好处：

Excel 格式的市场估算 (ME) 表
3 个月的分析师支持

公司简介
- Broadcom Inc.
- Intel Corporation
- Mediatek Inc.
- Microchip Technology Inc.
- NXP Semiconductors NV
- Qualcomm Incorporated
- Samsung Electronics Co. Ltd
- STMicroelectronics NV
- Toshiba Corporation
- Apple Inc.
- Taiwan Semiconductor Manufacturing Company Limited (TSMC)
- Texas Instruments Incorporated

第 8 章：投资分析

第 9 章：市场机会与未来趋势

简介目录

Product Code: 92353

The System On Chip Market size is estimated at USD 172.65 billion in 2024, and is expected to reach USD 253.80 billion by 2029, growing at a CAGR of 8.01% during the forecast period (2024-2029).

System-on-chip (SoC) technology has become an integral part of modern technology, revolutionizing the way electronic devices are designed and manufactured. Basically, a system-on-a-chip, or SoC, integrates all the components of a computer onto a single chip, including CPU, memory, input and output ports, and secondary storage.

Key Highlights

Rapidly evolving technologies, including 5G and 6G, software-packed vehicles, non-terrestrial networks (NTN), and digital healthcare, endless imagination, and invention across industries have been significantly paving the way for SoC to enter the consumer market rapidly. SoCs have long been incorporated into electronic devices such as tablets and mobile phones because they are compact and power-efficient.
Today, SoCs are increasingly being used in the Internet of Things devices and other devices. The rising demand for smart and power-efficient devices by consumers and exponential adoptions of IoT by various industry verticals are expected to be driving factors for the players in the semiconductor market, thus boosting the growth of the SoC market.
Another important trend in the electronics industry is the increase of the Internet of Things (IoT). With the rise in demand for smart devices, IoT has become an essential part of everyday life. Thus, businesses are primarily using this technology to develop new products and services. SoCs will also play a pivotal role in the advancement of flexible electronics, enabling new form factors for wearable and implantable devices.
As technology continues to evolve, several industries are adopting automation and digitization, thereby bringing new opportunities to the key players for entering new markets but with high initial research and development costs associated with the system on a chip (SoC). Owing to the increasing customization of SoC for various products, the players need to focus on various R&D projects simultaneously, increasing their project costs. Such factors are expected to hamper the market growth over the forecast period.
While COVID-19 changed consumer spending patterns by increasing the demand for consumer electronics, the automotive industry's move toward electric vehicles is also boosting the need for chips. For instance, a typical gasoline engine car uses about 50 to 150 semiconductor chips, but an electric vehicle can use up to 3,000 semiconductor chips. The growing emphasis on electric vehicle manufacturing is certain to consume vastly more semiconductor chips in the future, thus driving the role of SoC in the global market.

System On Chip (SoC) Market Trends

Consumer Electronics Segment to Occupy a Significant Share

The incorporation of SoCs facilitates improved efficiency, decreased energy usage, and compactness, rendering SoCs essential for numerous consumer electronics applications ranging from smartphones to various interconnected devices. Consumer electronics is projected to witness a significant demand for SoCs based on their application. This is primarily attributed to the increasing adoption of smartphones due to the growing disposable incomes of consumers.
Consumer electronics such as premium smartphones, intelligent speakers, tablets, wearables, and other devices extensively employ edge AI chips. These chips are specifically crafted to augment the computational capabilities and effectiveness of AI algorithms at the network's edge, enabling quicker and real-time decision-making capabilities. The rising demand for AI chip technology is anticipated to propel market expansion throughout the projected timeframe. Furthermore, the escalating adoption of AI technology and the proliferation of IoT-connected consumer devices are poised to amplify the growth of the market.
Moreover, the market growth is primarily driven by the expanding presence of the internet and smartphone users, the widespread utilization of cloud computing and IoT-enabled platforms, and the extensive deployment of wireless sensors in smart infrastructure. As the market continues to witness a rise in the number of IoT and smart devices, the demand for SoC chips is also anticipated to grow at a comparable rate due to their diverse applications in these devices. As a result, several vendors in the market are constantly investing in introducing significant products catering to the rising demand for connectivity in consumer electronics.
The increasing investments in the consumer electronics industry across several countries are expected to enhance the market opportunities. Several governments across the world are constantly encouraging new investments into the country to set up electronics manufacturing facilities and aiming to enhance their production capabilities. The increasing mobile penetration, increasing internet connectivity, and the growing popularity of connected devices are expected to drive the growth of consumer electronics. Such significant capabilities preferred in several consumer electronics devices such as Mobile devices, PCs, Tablets, Audio Devices, and others are expected to drive the market.
As stated by Ericsson, the worldwide tally of smartphone mobile network subscriptions came close to 6.4 billion in 2022 and is estimated to exceed 7.7 billion by 2028. It is worth mentioning that China, India, and the United States emerge as the countries with the most significant number of smartphone mobile network subscriptions. Ericsson's report emphasizes that although the sales reached a plateau in 2022, the increasing average selling price of smartphones is expected to strengthen the market in the coming years. These remarkable developments are set to enhance the market's prospects.

Asia-Pacific Expected to Dominate the Market

The Asia-Pacific region is anticipated to dominate the market studied because it currently dominates the global semiconductor market, which is further supported by government policies. According to SIA, China, Japan, Taiwan, and South Korea account for about 75% of the world's semiconductor production collectively, and other countries like Vietnam, Thailand, Malaysia, and Singapore also make significant contributions to the region's market dominance.
With the increasing demand for technologically advanced devices in every industry, the demand for SoC devices in the market is expected to increase further. Furthermore, the increasing applications of a wide range of sensors in the automotive and smartphone market are expected to increase the demand for sensors further.
Furthermore, the government's Made in China 2025 initiative is helping to expand the power electronics market. Additionally, the industry is bringing in fresh funding for power electronics in the area. For instance, a significant manufacturer of wide-bandgap compound semiconductors, IIVI Incorporated, increased the size of its SiC wafer finishing manufacturing facility in China.
In line with this launch, the company aims to power its next-generation products for 5G build-out, including the next-generation 5G Compact Macro, baseband units, and Massive MIMO radios.

System On Chip (SoC) Industry Overview

The system-on-chip (SoC) market is semi-consolidated due to the presence of domestic and global players. Major players use various strategies, such as product launches, agreements, and acquisitions, to increase their footprints in the market. The key players in the market are Broadcom Inc., Intel Corporation, MediaTek Inc., Microchip Technology Inc., and NXP Semiconductors NV.

In September 2023, GlobalFoundries and Microchip Technology, through Microchip's subsidiary Silicon Storage Technology (SST), have recently unveiled the SST ESF3 third-generation embedded SuperFlash technology NVM solution. This cutting-edge solution is now available for production in the GF 28SLPe foundry process. Customers of GF have expressed their satisfaction with the remarkable performance, exceptional reliability, wide range of IP options, and cost efficiency offered by this solution. It has proven to be the perfect fit for advanced MCUs, intricate smart cards, and IoT chips used in both consumer and industrial applications.
In May 2023, STM launched single-chip ICs with antenna matching for STM32 MCUs and BLE SoCs. STMicroelectronics revealed its latest line of single-chip antenna-matching ICs that facilitate innovation speed for Bluetooth LE System of Chips and two STM32 microcontrollers.

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 INSIGHTS

4.1 Market Overview
4.2 Industry Attractiveness - Porter's Five Forces Analysis
- 4.2.1 Bargaining Power of Suppliers
- 4.2.2 Bargaining Power of Buyers
- 4.2.3 Threat of New Entrants
- 4.2.4 Threat of Substitutes
- 4.2.5 Intensity of Competitive Rivalry
4.3 Industry Value Chain/Supply Chain Analysis
4.4 Impact of COVID-19 Aftereffects and Other Macroeconomic Factors on the Market

5 MARKET DYNAMICS

5.1 Market Drivers
- 5.1.1 Rising Adoption of Emerging Technologies Like IoT and AI
- 5.1.2 Increasing Investments in 5G and Growing Demand for 5G Smartphones
5.2 Market Restraints
- 5.2.1 High Initial Costs of R&D

6 MARKET SEGMENTATION

6.1 By Type
- 6.1.1 Analog
- 6.1.2 Digital
- 6.1.3 Mixed
6.2 By End-user Industry
- 6.2.1 Consumer Electronics
- 6.2.2 Communications
- 6.2.3 Automotive
- 6.2.4 Computing and Data Storage
- 6.2.5 Industrial
- 6.2.6 Other End-user Industries
6.3 By Geography
- 6.3.1 North America
- 6.3.2 Europe
- 6.3.3 Asia-Pacific
- 6.3.4 Rest of the World

7 COMPETITIVE LANDSCAPE

7.1 Company Profiles
- 7.1.1 Broadcom Inc.
- 7.1.2 Intel Corporation
- 7.1.3 Mediatek Inc.
- 7.1.4 Microchip Technology Inc.
- 7.1.5 NXP Semiconductors NV
- 7.1.6 Qualcomm Incorporated
- 7.1.7 Samsung Electronics Co. Ltd
- 7.1.8 STMicroelectronics NV
- 7.1.9 Toshiba Corporation
- 7.1.10 Apple Inc.
- 7.1.11 Taiwan Semiconductor Manufacturing Company Limited (TSMC)
- 7.1.12 Texas Instruments Incorporated