市场调查报告书
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全球微处理器市场评估:依架构、产业、地区、机会、预测(2017-2031)Microprocessor Market Assessment, By Architecture, By Industry, By Region, Opportunities and Forecast, 2017-2031F |
预计2023年全球微处理器市场规模将达到1094.8亿美元,2031年将达到1841.3亿美元,2024-2031年预测期间复合年增长率为6.44%。我是。 由于对高效能运算的需求激增以及物联网、5G和人工智慧应用的使用不断增加,推动了市场成长,该市场正在蓬勃发展。 虽然能源效率和半导体技术的持续进步发挥关键作用,但市场竞争和持续的技术创新正在推动市场发展。 因此,微处理器市场正在稳步成长,为现代运算和新技术提供必需的处理能力。
电动车的普及以及自动驾驶功能在汽车行业的整合正在对推动微处理器市场的成长产生重大影响。 电动车和自动驾驶汽车依靠先进的微处理器来完成处理感测器数据、启用人工智慧功能和管理连接等任务。 随着这些技术变得更加广泛,对高效能微处理器(包括 CPU 和 GPU)的需求持续激增。 这些微处理器提高了车辆的安全性、效率和使用者体验。 电动车和自动驾驶汽车市场的扩张凸显了强大而高效的运算解决方案在汽车领域的重要性,推动了微处理器市场的成长。
例如,2023 年 5 月,MIPS 与西门子数位工业软体公司合作,加快了 MIPS eVocore P8700 RISC-V 多处理器的上市时间并增强了软体开发。 此次合作将使 SoC 开发人员能够在西门子 Veloce proFPGA 平台上使用 MIPS CPU 来验证系统,从而促进早期硬体和软体程式码签署。 eVocore P8700 以其可扩展性和高性能而闻名,特别适合自动驾驶和 ADAS 等应用。
消费性电子产品需求不断成长推动成长
微处理器因其速度快、尺寸紧凑且易于维护而成为桌上型电脑、个人电脑、智慧型手机、平板电脑和伺服器等消费性电子产品的重要组件。 这些设备每秒能够处理 30 亿次动作并执行复杂的计算,在智慧型手机和平板电脑等不断增长的消费电子领域特别受欢迎,并正在推动市场成长。 疫情期间迅速扩张的游戏产业对微处理器市场产生了重大影响。 游戏机和手持游戏机对于游戏产业至关重要,并且增加了对微处理器的需求。
虽然 PC 的处理器和 GPU 比便携式设备更昂贵,但与桌上型 PC 耗时的更换相比,PC 的较长生命週期允许更快的技术升级。整体需求正在增加。 5G 网路的成长预计也将加速智慧型手机和穿戴式装置的采用,推动全球(包括欧洲和亚太地区)对微处理器的需求。 例如,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。
连接性的增强加速了微处理器市场的需求
由于网路、社群媒体和互连设备的推动,连接性不断扩大,微处理器市场呈现成长趋势。 随着线上互动、社交网路和物联网的激增,需要先进的微处理器来实现高效的资料处理、即时通讯和网路管理。 这些微处理器可实现各种装置之间的平滑连接和资料交换。 随着世界变得更加互联,网路和通讯领域对微处理器的需求持续成长,推动市场成长,成为不断发展的数位环境的关键组成部分。
本报告研究和分析了全球微处理器市场,提供市场规模和预测、市场动态、主要参与者趋势和前景等。
Global microprocessor market size was valued at USD 109.48 billion in 2023, expected to reach USD 184.13 billion in 2031, with a CAGR of 6.44% for the forecast period between 2024 and 2031. The microprocessor market is thriving due to a surge in demand for high-performance computing and increased use of IoT, 5G, and AI applications, propelling the market growth. Ongoing advancements in energy efficiency and semiconductor technology play a significant role while market competition and continuous innovation push the market forward. Consequently, the microprocessor market is steadily growing, providing the essential processing power for modern computing and emerging technologies.
The increasing popularity of electric vehicles and the integration of autonomous driving features in the automotive industry have a substantial impact on driving the growth of the microprocessor market. EVs and self-driving vehicles rely on advanced microprocessors for tasks like processing sensor data, enabling artificial intelligence capabilities, and managing connectivity. As these technologies become widespread, the demand for high-performance microprocessors, including central and graphics processing units, continues to soar. These microprocessors enhance vehicle safety, efficiency, and user experience. The expanding EV and autonomous vehicle market underscores the significance of robust and efficient computing solutions in the automotive sector, thereby propelling the growth of the microprocessor market.
For instance, in May 2023, MIPS partnered with Siemens Digital Industries Software to expedite time-to-market and enhance software development for the MIPS eVocore P8700 RISC-V multiprocessor. The collaboration empowers system-on-chip developers to validate their systems using MIPS CPUs on Siemens' Veloce proFPGA platform, promoting early hardware-software codesign. The eVocore P8700, known for its scalability and high performance, is particularly relevant in applications like autonomous driving and ADAS.
Growth Fueled by Rising Demand for Consumer Electronics
Due to their speed, compact size, and easy maintenance, microprocessors are vital components of consumer electronics like desktops, PCs, smartphones, tablets, and servers. Capable of handling 3 billion activities per second and performing complex calculations, these devices are favored in the growing consumer electronics sector, especially for smartphones and tablets, thereby driving market growth. The gaming industry, which has notably surged during the pandemic, significantly impacted the microprocessor market. Gaming consoles and handhelds are integral to the gaming industry and contribute to the demand for microprocessors.
Despite PCs consisting of pricier processors and GPUs than portable devices, the extended PC lifecycle boosts overall demand for smartphones, which offer quick technology upgrades compared to slower desktop PC replacements. Also, the growth of 5G network is expected to accelerate smartphone and wearable device adoption, creating the demand for microprocessors worldwide, including in Europe and Asia-Pacific. For instance, global smartphone subscriptions are forecasted to grow from 6,260 million in 2021 to 7,790 million by 2028.
Enhanced Connectivity Accelerates Demand for Microprocessor Market
The microprocessor market experiences growth due to the expanding connectivity facilitated by the internet, social media, and interconnected devices. The increasing prevalence of online interactions, social networking, and the Internet of Things necessitates advanced microprocessors for efficient data processing, instantaneous communication, and network administration. These microprocessors enable smooth connectivity and data exchange across diverse devices. As the world becomes more intertwined, the demand for microprocessors in networking and communications remains upward, making them a critical element in supporting the ever-evolving digital environment and driving market growth.
For instance, in October 2023, AMD introduced Ryzen Threadripper PRO 7000 WX-Series processors, targeting professionals, with a maximum of 96 cores, and Ryzen Threadripper 7000 Series processors, created for enthusiasts with a maximum of 64 cores.
In January 2022, Intel MobileEye unveiled EyeQ Ultra, a specialized system-on-chip (SoC) designed explicitly for autonomous driving vehicles. The SoC, boasting an impressive 176 tera operations per second, showcased the power of its advanced EyeQ architecture.
Environmental Concerns Contributing to the Microprocessor Market
Environmental concerns are propelling the microprocessor market. As the world focuses on reducing carbon emissions and energy consumption, manufacturers prioritize microprocessor technologies that offer better performance with less power. Hence, there is a strong inclination towards energy-efficient microprocessors that minimize power usage and heat production, aligning with global sustainability objectives. These energy-efficient processors are essential for eco-friendly computing practices and are in high demand across various sectors, including data centers, IoT devices, and mobile computing. With businesses and consumers seeking environmentally responsible solutions, the market for energy-efficient microprocessors is on the rise, playing a pivotal role in sustainable technology and market expansion.
In June 2023, AMD announced an extension of its collaboration with Amazon Web Services to introduce Amazon EC2 M7a instances featuring 4th Gen AMD EPYC processors. The partnership enhances cloud performance for a wide range of applications.
North America Dominates Microprocessor Market
North America's dominance in the microprocessor market is attributed to several key factors. The region houses major semiconductor industry players, such as Intel and AMD, renowned for producing cutting-edge microprocessors. These companies invest heavily in research and development, fostering innovation and ensuring their products remain at the forefront of technological advancements.
Furthermore, North America benefits from a robust ecosystem that includes leading technology firms, universities, and research institutions collaborating to push the boundaries of microprocessor capabilities. The collaborative environment fosters the exchange of ideas and accelerates the development of next-generation processors. The region's strong focus on emerging technologies, including artificial intelligence, autonomous vehicles, and the Internet of Things, has propelled the demand for high-performance microprocessors. North American companies are well-positioned to cater to these evolving market needs, further solidifying their dominance.
Additionally, favorable government policies, a skilled workforce, and a mature infrastructure for semiconductor manufacturing contribute to North America's supremacy in the microprocessor sector. As the demand for advanced computing solutions continues to rise globally, North America's leadership in microprocessor technology is likely to persist, driving innovation and shaping the future of digital technology.
Government Initiatives are Supplementing the Microprocessor Market Growth
Government efforts are expected to support the microprocessor market, which is of paramount importance globally. In the United States, these initiatives are spearheaded by the Office of Science and Technology Policy (OSTP) and the National Science and Technology Council (NSTC). They offer guidance to the President on scientific and technological matters, facilitate policy coordination among federal agencies, and devise research and development strategies.
Specialized committees, including the Select Committee on Artificial Intelligence and the Subcommittee on Machine Learning and Artificial Intelligence, are dedicated to advancing AI and machine learning, both reliant on advanced microprocessors. These governmental endeavors aim to uphold the United States' leadership in technology, fostering innovation and encouraging collaboration between the public and private sectors.
For instance, in June 2023, Texas allocated USD 1.4 billion for microchip research and manufacturing, establishing the Texas Semiconductor Innovation Fund to drive investment, job creation, and federal support through the CHIPS Act for domestic semiconductor production. The move leverages Texas' strong semiconductor industry ecosystem, thereby driving the demand for microprocessors.
Impact of COVID-19
The COVID-19 pandemic accelerated the growth of integrated logic circuits in microprocessors. It was driven by the increased demand for computing devices, resulting in a surge in demand for microprocessors in laptops, smartphones, data centers, high-speed networks, and multimedia tools. Global sales of integrated logic circuits in 2020 increased by 6.8%, mainly spurred by the COVID-19 pandemic. Moreover, the overall sales of integrated logic circuits rose by almost 19.66% in 2021 and 8.7% in 2022.
The COVID-19 pandemic resulted in a massive chip shortage in the microprocessor market, along with its long-term consequences, such as viral outbreaks, labor shortages, and geopolitical uncertainty. The pandemic led to major price increases, long queues, and production disruptions in various industries, including automotive and mobile phones. The lead time from order to shipment of chips increased from three to four months before the pandemic to a year or longer during the pandemic in 2021 and 2022.
The COVID-19 pandemic triggered a crisis for microchips and integrated logic circuits, disrupting the supply chain and manufacturing activities. The global lockdown led to a sudden drop in microprocessor manufacturing, while the demand for silicon chips rose due to increased usage of 5G phones, gaming systems, and other IT equipment. The surge in demand, coupled with the closure or reduction of production in the automotive industry, led to an integrated logic circuit shortage. Besides it, the pandemic had a mixed impact on the microprocessors market, with disruptions in the supply chain and manufacturing activities, but a subsequent increase in remote work, online learning, and digitalization, thereby driving the demand for microprocessors.
Impact of Russia-Ukraine War
The conflict between Russia and Ukraine had a significant ripple effect on the microprocessor industry. This strife resulted in a halt in the importation of crucial items for the IT sector in Russia, leading to a scarcity of processors and other components for both client computers and server equipment. Additionally, the war disrupted the supply of specific raw materials essential for integrated logic circuit production, presenting substantial challenges for chipmakers and consumers alike. According to Reuters in March 2023, approximately 45% to 54% of the world's integrated logic circuit-grade neon, vital for chip-making lasers, originated from two Ukrainian companies, Ingas and Cryoin. However, these firms ceased operations due to intensified attacks by Russian forces on Ukrainian cities, resulting in civilian casualties and critical infrastructure destruction.
The cessation cast a shadow over global chip output, strained by increased demand for cellphones during the pandemic. Moreover, the conflict prompted companies to devise contingency plans and explore alternative material sources, potentially influencing long-term investments in neon recycling technologies. The war's impact on raw material costs, supply chain disruptions, and general uncertainty will continue to affect chipmakers and consumers. The conflict has worsened existing integrated logic circuit supply chain issues and exacerbated the ongoing chip shortage, with potential enduring consequences contingent upon the conflict's duration. Consequently, the Russia-Ukraine conflict has profoundly and multifariously affected the integrated logic circuit industry, influencing supply chains, raw material availability, and the broader chip scarcity predicament.
Key Players Landscape and Outlook
In the highly competitive microprocessor market, industry leaders play a pivotal role. Major players such as Intel Corporation, NVIDIA Corporation, Qualcomm Technologies, Inc., Taiwan Semiconductor Manufacturing Company Limited, and Samsung Electronics Co., Ltd are central to shaping this dynamic landscape. These companies are at the forefront of driving innovation, influencing technological advancements, and setting industry standards. They offer cutting-edge products catering to diverse applications, ranging from personal computing to artificial intelligence and mobile devices. As the market transforms, these key players are poised to mold its future by leading in research, development, and meeting the increasing demand for high-performance microprocessors.
In October 2023, NVIDIA and Foxconn joined forces to establish AI factories and systems to advance the AI industrial revolution. Foxconn will integrate NVIDIA technology to create data centers that support manufacturing, AI-driven electric vehicles, robotics, and other applications.
In July 2023, TSMC established a global research and development center in Taiwan, specializing in advanced semiconductor tech, materials, and transistor structures, indirectly influencing the microprocessor market through technological progress.
All segments will be provided for all regions and countries covered
Companies mentioned above DO NOT hold any order as per market share and can be changed as per information available during research work.