2023-2030 年全球 Chiplet 市场

在预测期内（2023-2030 年），Chiplet 市场预计将以 6.4% 的CAGR成长。小晶片是一个子处理单元，通常由同一封装内的 I/O 控制器晶片控制。小晶片设计的概念涉及建构处理器的模组化方法。 AMD 和英特尔公司等 CPU 製造商在其产品系列中使用小晶片设计，透过提高硅产量来提高生产效率。更高的产量和模组化结构有助于减少製造高核心数组件时的浪费。与单晶片 CPU 设计相比，使用小晶片可让製造商提高晶片产量，单晶片 CPU 设计中处理单元的所有部件都内建在一块硅片中。

细分市场前景

全球小晶片市场按类型和最终用户行业细分。按类型，市场细分为 CP) 小晶片、GPU 小晶片、FPGA 小晶片、ASIC 小晶片和记忆体小晶片。按最终用户行业划分，市场细分为汽车电子、消费性电子、工业自动化、医疗保健、军事、IT 和电信。在最终用户中，汽车电子领域对小晶片的需求预计将成长。这一增长主要是由于对先进驾驶辅助系统(ADAS) 和资讯娱乐系统等软体支援用例的需求不断增加。此外，汽车技术的不断进步和全球电动车 (EV) 市场的成长也推动了对小晶片的需求。根据国际能源总署(IEA) 的2023 年全球电动车展望，电动车市场呈指数级增长，2022 年销量突破1000 万辆。2022 年，电动车占所有新车销量的14%，高于2022 年的14 %. 2021 年为 9%，2020 年将低于 5%。在汽车领域，小晶片比传统的单晶片设计具有多种优势。它们的模组化特性有利于快速客製化和升级，从而减少开发时间和成本。这种适应性使製造商能够快速回应不断变化的市场趋势并拥抱技术突破。此外，汽车製造商（及其一级供应商）在混合和匹配来自不同分包商的组件方面获得了更大的灵活性，消除了供应商锁定的风险，并培育了更具弹性、健康和动态的供应链。考虑到汽车中使用小晶片的需求和优势不断增长，业界也开始关注研发和合作，这进一步推动了需求。例如，2023 年 5 月，联发科与 NVIDIA 合作，为汽车提供转型 AI 和加速运算解决方案。此次合作将促进整合 NVIDIA GPU 小晶片的汽车 SoC 的开发。这些小晶片将使用超快速且一致的小晶片互连技术进行互连。此外，联发科还将在这些新型汽车 SoC 上实施 NVIDIA DRIVE OS、DRIVE IX、CUDA 和 TensorRT 软体技术，以实现连网资讯娱乐、车内便利性和安全功能。此次合作预计将扩大汽车製造商在 NVIDIA DRIVE 平台上可用的车载资讯娱乐选项的范围。

资讯科技 (IT) 和电信领域对 Chiplet 的需求预计将成长

目录

第 1 章：报告摘要

• 目前行业分析及成长潜力展望
• 研究方法和工具
• 市场区隔
  • 按细分
  • 按地区

第 2 章：市场概述与见解

• 报告范围
• 分析师见解和当前市场趋势
  • 主要发现
  • 建议
  • 结论

第 3 章：竞争格局

• 主要公司分析
• Advanced Micro Devices, Inc. (AMD)
  • 概述
  • 财务分析
  • SWOT分析
• Alphawave IP Inc
  • 概述
  • 财务分析
  • SWOT分析
  • 最近的发展
• Arm Ltd.
  • 概述
  • 财务分析
  • SWOT分析
  • 最近的发展
• 关键策略分析

第 4 章：市场细分

• 按类型分類的全球 Chiplet 市场
  • 中央处理器 (CPU) 小晶片
  • 图形处理单元 (GPU) 小晶片
  • 现场可程式闸阵列 (FPGA) 小晶片
  • 专用积体电路 (ASIC) 小晶片
  • 记忆体小晶片
• 按最终用户产业分類的全球 Chiplet 市场
  • 汽车电子
  • 消费性电子产品
  • 工业自动化
  • 卫生保健
  • 军队
  • 资讯科技和电信

第 5 章：区域分析

• 北美洲
  • 美国
  • 加拿大
• 欧洲
  • 英国
  • 德国
  • 义大利
  • 西班牙
  • 法国
  • 欧洲其他地区
• 亚太
  • 中国
  • 印度
  • 日本
  • 韩国
  • 亚太其他地区
• 世界其他地区

第 6 章：公司简介

• Ampere Computing, Inc.
• ARTERIS, INC.
• ASE Technology Holding Co., Ltd.
• Ayar Labs, Inc.
• Cadence Design Systems, Inc.
• Intel Corp.oration
• International Business Machines Corp.
• Marvell Technology, Inc.
• MediaTek Inc.
• Netronome Systems, Inc.
• NHanced Semiconductors, Inc.
• Rambus Incorporated
• RANVOUS Inc.
• Samsung Electronics Co., Ltd.
• Taiwan Semiconductor Manufacturing Company, Ltd.

Global Chiplet Market Size, Share & Trends Analysis Report by Type (Central Processing Unit (CPU) Chiplets, Graphics Processing Unit (GPU) Chiplets, Field-Programmable Gate Array (FPGA) Chiplets, Application-Specific Integrated Circuit (ASIC) Chiplets, and Memory Chiplets) and by End-User Industry (Automotive electronics, Consumer electronics, Industrial Automation, Healthcare, Military, and IT & Telecommunication) Forecast Period (2023-2030)

The Chiplet market is anticipated to grow at a CAGR of 6.4% during the forecast period (2023-2030). a chiplet is a sub-processing unit that is typically controlled by an I/O controller chip within the same package. The concept of chiplet design involves a modular method for constructing processors. CPU manufacturers such as AMD and Intel Corporation use chiplet designs in their product lineups which enhance production efficiency through improved silicon yields. Higher yields and modular construction help to reduce waste when manufacturing high core count components. Using chiplets allows manufacturers to increase yields of chips over monolithic CPU designs where all pieces of a processing unit are built into a single piece of silicon.

Segmental Outlook

The global chiplet market is segmented by type and end-user industry. By type, the market is sub-segmented into CP) chiplet, GPU chiplet, FPGA chiplet, ASIC chiplet, and memory chiplet. By end-user industry, the market is sub-segmented into automotive electronics, consumer electronics, industrial automation, healthcare, military, IT, and telecommunication. Among the end-users, the demand for chiplets is expected to grow in automotive electronics. The growth is primarily owing to the increasing demand for software-enabled use cases such as advanced driver assistance systems (ADAS), and infotainment systems. Additionally, growing technological advancements in automobiles and the growth of the global electric vehicles (EV) market is also driving demand for chiplets. According to the 2023 Global EV outlook by the International Energy Agency (IEA), the electric car market has seen exponential growth as sales exceeded 10 million in 2022. A total of 14% of all new cars sold were electric in 2022, up from around 9% in 2021 and less than 5% in 2020. In automobiles, chiplets offer multiple advantages over conventional monolithic chip designs. Their modular nature facilitates rapid customization and upgrades, leading to reduced development time and costs. This adaptability enables manufacturers to swiftly respond to shifting market trends and embrace technological breakthroughs. Additionally, car manufacturers (along with their tier 1 suppliers) gain greater flexibility in mixing and matching components from various subcontractors, eliminating the risk of vendor lock-in and fostering a more resilient, healthy, and dynamic supply chain. Considering the growing demand and advantages of using chiplets in automobiles, industries are also focusing on research and development and collaborations which is further driving demand. For instance, in May 2023, MediaTek partnered With NVIDIA to offer transform AI and accelerated computing solutions for automobiles. This collaboration will result in the development of automotive SoCs that incorporate NVIDIA GPU chiplets. These chiplets will be interconnected using an ultra-fast and coherent chiplet interconnect technology. Additionally, MediaTek will implement NVIDIA DRIVE OS, DRIVE IX, CUDA, and TensorRT software technologies on these new automotive SoCs to enable connected infotainment, in-cabin convenience, and safety features. This partnership is expected to expand the range of in-vehicle infotainment options available to automakers on the NVIDIA DRIVE platform.

The Demand for Chiplets Is Expected to Grow in the Information Technology (IT) and Telecommunications

In IT and telecommunications, with technological advancements, demand for higher processing power and performance is also growing. Using chiplets allows manufacturers to scale up performance by integrating multiple specialized chips into a single package. Chiplets can also be designed with specific power consumption profiles, allowing for more efficient use of energy and cost reduction. Additionally, growing use cases and research, and development activities in the chiplet industry are also driving demand for the overall chiplet industry.

In the field of information technology and telecommunications, rapid technological progress has resulted in a growing need for enhanced processing capabilities and performance. The adoption of chiplets within this domain offers manufacturers a solution to augment system performance by integrating numerous specialized semiconductor chips into a unified package. These chiplets can be easily engineered to adhere to specific power consumption profiles, thereby affording a more judicious and economical use of energy resources. Also, the expanding array of applications and ongoing research and development in the chiplet industry drive overall growth and demand within this sector. For instance, in October 2023, TSMC's 2 nm manufacturing process is currently in development, and a Japanese company is making a chiplet-based CPU that incorporates the Arm Neoverse architecture. With the inclusion of customized chiplets, this novel chip can cater to diverse purposes while optimizing performance. Socionext, a Japanese provider of System-on-Chip (SoC) designs catering to various industries such as automotive, data centers, networks, and smart devices, unveiled a new 32-core Arm CPU that leverages chiplet technology. According to the company, this innovative approach is capable of delivering scalable performance ideally suited for deployment in hyperscale data centers and cutting-edge mobile infrastructures, including those designed to support 5G and 6G networks.

Regional Outlook

The global chiplet market is further segmented based on geography including North America (the US, and Canada), Europe (UK, Italy, Spain, Germany, France, and the Rest of Europe), Asia-Pacific (India, China, Japan, South Korea, and Rest of Asia), and the Rest of the World (the Middle East & Africa, and Latin America). Among the, the market is expected to grow significantly in the North American region owing to factors including the significant presence of semiconductor and end-user industries such as Intel Corp., Nvidia, and Texas Instruments among others. These players are focusing on adopting strategic initiatives and product launches. For instance, in November 2023, Mercury Systems, Inc., a technology firm specializing in providing essential processing power at the edge, disclosed a collaboration with the US Navy to establish manufacturing capabilities aimed at enabling the utilization of commercial photonics chiplets for enhancing edge processing in defense-related contexts.

In addition, over the past few years, the regional government is increasingly inclined towards the R&D activities in semiconductor industry is further propelling the market growth in North America. For instance, in 2022, the US government passed the CHIPS and Science Act which includes $52.0 billion in chip manufacturing incentives and research investments, as well as an investment tax credit for semiconductor manufacturing and semiconductor equipment manufacturing. According to the 2022 report of the Semiconductor Industry Association, the US semiconductor companies continue to invest roughly one-fifth of annual revenue in R&D amounting to $50.2 billion in 2021.

The Chiplet Market is Expected to Grow Significantly in the Asia-Pacific Region

Among these, the demand for Chiplet solutions and services is expected to grow significantly in the Asia Pacific region. The region holds the highest share in production and sales of end-user industries such as automobiles, consumer electronics, IT, and telecommunications among others. According to the International Organization of Motor Vehicle Manufacturers, 4 out of the top countries are from Asia Pacific in terms of annual automobile production in 2022 which were China, Japan, India, and South Korea. Also, the region holds a significant share in the global semiconductor industry. According to the Semiconductor Industry Association, the Asia Pacific semiconductor industry has grown from $39.8 billion in 2001 to over $330.94 billion in 2022. Additionally, growing support for the chiplet and the semiconductor industry from regional governments is also driving the demand. For instance, in May 2023, India's Center for Development of Advanced Computing (C-DAC) announced that be working on a series of ARM-based CPUs including the flagship AUM chip. Also, in January 2023, China-based electronic design automation (EDA) company Empyrean Technology announced it to be working on research and development of chiplet-based advanced packaging as well as AI-based design automation.

Market Players Outlook

The major companies serving the global chiplet market are Ampere Computing, Inc., Taiwan Semiconductor Manufacturing Co., Ltd., Intel Corp., and Marvell Technology, Inc. among others. With growing demand, companies are working on R&D and collaboration to cater to the demand and stay competitive. For instance, in November 2022, Lam Research, a US-based semiconductor equipment manufacturer, acquired Semsysco, a company located in Austria, to enhance its chiplet packaging technology. This acquisition includes the integration of cleaning and plating capabilities for chiplet-to-chiplet or chiplet-to-substrate heterogeneous integration. This encompasses support for fan-out panel-level packaging, a method in which chips or chiplets are cut from a large, rectangular substrate sheet significantly larger than a conventional silicon wafer. This approach allows chip manufacturers to improve yield and reduce waste.

The Report Covers:

• Market value data analysis of 2022 and forecast to 2030.
• Annualized market revenues ($ million) for each market segment.
• Country-wise analysis of major geographical regions.
• Key companies operating in the chiplet market. Based on the availability of data, information related to new product launches, and relevant news is also available in the report.
• Analysis of business strategies by identifying the key market segments positioned for strong growth in the future.
• Analysis of market-entry and market expansion strategies.
• Competitive strategies by identifying 'who-stands-where' in the market.

Table of Contents

1. Report Summary

• Current Industry Analysis and Growth Potential Outlook
• 1.1. Research Methods and Tools
• 1.2. Market Breakdown
  • 1.2.1. By Segments
  • 1.2.2. By Region

2. Market Overview and Insights

• 2.1. Scope of the Report
• 2.2. Analyst Insight & Current Market Trends
  • 2.2.1. Key Findings
  • 2.2.2. Recommendations
  • 2.2.3. Conclusion

3. Competitive Landscape

• 3.1. Key Company Analysis
• 3.2. Advanced Micro Devices, Inc. (AMD)
  • 3.2.1. Overview
  • 3.2.2. Financial Analysis
  • 3.2.3. SWOT Analysis
• 3.3. Alphawave IP Inc
  • 3.3.1. Overview
  • 3.3.2. Financial Analysis
  • 3.3.3. SWOT Analysis
  • 3.3.4. Recent Developments
• 3.4. Arm Ltd.
  • 3.4.1. Overview
  • 3.4.2. Financial Analysis
  • 3.4.3. SWOT Analysis
  • 3.4.4. Recent Developments
• 3.5. Key Strategy Analysis

4. Market Segmentation

• 4.1. Global Chiplet Market by Type
  • 4.1.1. Central Processing Unit (CPU) Chiplet
  • 4.1.2. Graphics Processing Unit (GPU) Chiplet
  • 4.1.3. Field-Programmable Gate Array (FPGA) Chiplet
  • 4.1.4. Application-Specific Integrated Circuit (ASIC) Chiplet
  • 4.1.5. Memory Chiplet
• 4.2. Global Chiplet Market by End-user Industry
  • 4.2.1. Automotive electronics
  • 4.2.2. Consumer electronics
  • 4.2.3. Industrial automation
  • 4.2.4. Healthcare
  • 4.2.5. Military
  • 4.2.6. IT and telecommunication

5. Regional Analysis

• 5.1. North America
  • 5.1.1. United States
  • 5.1.2. Canada
• 5.2. Europe
  • 5.2.1. UK
  • 5.2.2. Germany
  • 5.2.3. Italy
  • 5.2.4. Spain
  • 5.2.5. France
  • 5.2.6. Rest of Europe
• 5.3. Asia-Pacific
  • 5.3.1. China
  • 5.3.2. India
  • 5.3.3. Japan
  • 5.3.4. South Korea
  • 5.3.5. Rest of Asia-Pacific
• 5.4. Rest of the World

6. Company Profiles

• 6.1. Ampere Computing, Inc.
• 6.2. ARTERIS, INC.
• 6.3. ASE Technology Holding Co., Ltd.
• 6.4. Ayar Labs, Inc.
• 6.5. Cadence Design Systems, Inc.
• 6.6. Intel Corp.oration
• 6.7. International Business Machines Corp.
• 6.8. Marvell Technology, Inc.
• 6.9. MediaTek Inc.
• 6.10. Netronome Systems, Inc.
• 6.11. NHanced Semiconductors, Inc.
• 6.12. Rambus Incorporated
• 6.13. RANVOUS Inc.
• 6.14. Samsung Electronics Co., Ltd.
• 6.15. Taiwan Semiconductor Manufacturing Company, Ltd.

LIST OF TABLES

• 1. GLOBAL CHIPLET MARKET RESEARCH AND ANALYSIS BY TYPE, 2022-2030 ($ MILLION)
• 2. GLOBAL CPU CHIPLET MARKET RESEARCH AND ANALYSIS BY REGION, 2022-2030 ($ MILLION)
• 3. GLOBAL GPU CHIPLET MARKET RESEARCH AND ANALYSIS BY REGION, 2022-2030 ($ MILLION)
• 4. GLOBAL FPGA CHIPLET MARKET RESEARCH AND ANALYSIS BY REGION, 2022-2030 ($ MILLION)
• 5. GLOBAL ASIC CHIPLET MARKET RESEARCH AND ANALYSIS BY REGION, 2022-2030 ($ MILLION)
• 6. GLOBAL MEMORY CHIPLET MARKET RESEARCH AND ANALYSIS BY REGION, 2022-2030 ($ MILLION)
• 7. GLOBAL CHIPLET MARKET RESEARCH AND ANALYSIS BY END-USER INDUSTRY, 2022-2030 ($ MILLION)
• 8. GLOBAL CHIPLET FOR AUTOMOTIVE ELECTRONICS MARKET RESEARCH AND ANALYSIS BY REGION, 2022-2030 ($ MILLION)
• 9. GLOBAL CHIPLET FOR CONSUMER ELECTRONICS MARKET RESEARCH AND ANALYSIS BY REGION, 2022-2030 ($ MILLION)
• 10. GLOBAL CHIPLET FOR INDUSTRIAL AUTOMATION MARKET RESEARCH AND ANALYSIS BY REGION, 2022-2030 ($ MILLION)
• 11. GLOBAL CHIPLET FOR HEALTHCARE MARKET RESEARCH AND ANALYSIS BY REGION, 2022-2030 ($ MILLION)
• 12. GLOBAL CHIPLET FOR MILITARY MARKET RESEARCH AND ANALYSIS BY REGION, 2022-2030 ($ MILLION)
• 13. GLOBAL CHIPLET FOR IT AND TELECOMMUNICATION MARKET RESEARCH AND ANALYSIS BY REGION, 2022-2030 ($ MILLION)
• 14. GLOBAL CHIPLET MARKET RESEARCH AND ANALYSIS BY REGION, 2022-2030 ($ MILLION)
• 15. NORTH AMERICAN CHIPLET MARKET RESEARCH AND ANALYSIS BY COUNTRY, 2022-2030 ($ MILLION)
• 16. NORTH AMERICAN CHIPLET MARKET RESEARCH AND ANALYSIS BY TYPE, 2022-2030 ($ MILLION)
• 17. NORTH AMERICAN CHIPLET MARKET RESEARCH AND ANALYSIS BY END-USER INDUSTRY, 2022-2030 ($ MILLION)
• 18. EUROPEAN CHIPLET MARKET RESEARCH AND ANALYSIS BY COUNTRY, 2022-2030 ($ MILLION)
• 19. EUROPEAN CHIPLET MARKET RESEARCH AND ANALYSIS BY TYPE, 2022-2030 ($ MILLION)
• 20. EUROPEAN CHIPLET MARKET RESEARCH AND ANALYSIS BY END-USER INDUSTRY, 2022-2030 ($ MILLION)
• 21. ASIA-PACIFIC CHIPLET MARKET RESEARCH AND ANALYSIS BY COUNTRY, 2022-2030 ($ MILLION)
• 22. ASIA-PACIFIC CHIPLET MARKET RESEARCH AND ANALYSIS BY TYPE, 2022-2030 ($ MILLION)
• 23. ASIA-PACIFIC CHIPLET MARKET RESEARCH AND ANALYSIS BY END-USER INDUSTRY, 2022-2030 ($ MILLION)
• 24. REST OF THE WORLD CHIPLET MARKET RESEARCH AND ANALYSIS BY REGION, 2022-2030 ($ MILLION)
• 25. REST OF THE WORLD CHIPLET MARKET RESEARCH AND ANALYSIS BY TYPE, 2022-2030 ($ MILLION)
• 26. REST OF THE WORLD CHIPLET MARKET RESEARCH AND ANALYSIS BY END-USER INDUSTRY, 2022-2030 ($ MILLION)

LIST OF FIGURES

• 1. GLOBAL CHIPLET MARKET SHARE BY TYPE, 2022 VS 2030 (%)
• 2. GLOBAL CPU CHIPLET MARKET SHARE BY REGION, 2022 VS 2030 (%)
• 3. GLOBAL GPU CHIPLET MARKET SHARE BY REGION, 2022 VS 2030 (%)
• 4. GLOBAL FPGA CHIPLET MARKET SHARE BY REGION, 2022 VS 2030 (%)
• 5. GLOBAL ASIC CHIPLET MARKET SHARE BY REGION, 2022 VS 2030 (%)
• 6. GLOBAL MEMORY CHIPLET MARKET SHARE BY REGION, 2022 VS 2030 (%)
• 7. GLOBAL CHIPLET MARKET SHARE BY END-USER INDUSTRY, 2022 VS 2030 (%)
• 8. GLOBAL CHIPLET FOR AUTOMOTIVE ELECTRONICS MARKET SHARE BY REGION, 2022 VS 2030 (%)
• 9. GLOBAL CHIPLET FOR CONSUMER ELECTRONICS MARKET SHARE BY REGION, 2022 VS 2030 (%)
• 10. GLOBAL CHIPLET INDUSTRIAL AUTOMATION MARKET SHARE BY REGION FOR, 2022 VS 2030 (%)
• 11. GLOBAL CHIPLET FOR HEALTHCARE MARKET SHARE BY REGION, 2022 VS 2030 (%)
• 12. GLOBAL CHIPLET FOR MILITARY MARKET SHARE BY REGION, 2022 VS 2030 (%)
• 13. GLOBAL CHIPLET FOR IT AND TELECOMMUNICATION MARKET SHARE BY REGION, 2022 VS 2030 (%)
• 14. GLOBAL CHIPLET MARKET SHARE BY REGION, 2022 VS 2030 (%)
• 15. US CHIPLET MARKET SIZE, 2022-2030 ($ MILLION)
• 16. CANADA CHIPLET MARKET SIZE, 2022-2030 ($ MILLION)
• 17. UK CHIPLET MARKET SIZE, 2022-2030 ($ MILLION)
• 18. FRANCE CHIPLET MARKET SIZE, 2022-2030 ($ MILLION)
• 19. GERMANY CHIPLET MARKET SIZE, 2022-2030 ($ MILLION)
• 20. ITALY CHIPLET MARKET SIZE, 2022-2030 ($ MILLION)
• 21. SPAIN CHIPLET MARKET SIZE, 2022-2030 ($ MILLION)
• 22. REST OF EUROPE CHIPLET MARKET SIZE, 2022-2030 ($ MILLION)
• 23. INDIA CHIPLET MARKET SIZE, 2022-2030 ($ MILLION)
• 24. CHINA CHIPLET MARKET SIZE, 2022-2030 ($ MILLION)
• 25. JAPAN CHIPLET MARKET SIZE, 2022-2030 ($ MILLION)
• 26. SOUTH KOREA CHIPLET MARKET SIZE, 2022-2030 ($ MILLION)
• 27. REST OF ASIA-PACIFIC CHIPLET MARKET SIZE, 2022-2030 ($ MILLION)
• 28. REST OF THE WORLD CHIPLET MARKET SIZE, 2022-2030 ($ MILLION)