市场调查报告书
商品编码
1476302
2030 年 Chiplet 市场预测:按处理器、封装技术、应用和地区进行的全球分析Chiplets Market Forecasts to 2030 - Global Analysis By Processor, By Packaging Technologies, Application and By Geography |
根据Stratistics MRC预测,2023年全球chiplet市场规模将达到68.2亿美元,预计2030年将达到4,494.6亿美元,预测期内复合年增长率为81.9%。
小晶片是在积体电路 (IC) 系统中执行特定功能的模组化半导体组件。这些小型晶片在组装成更大的 IC 封装之前均经过单独设计、製造和测试。小晶片支援灵活且可扩展的系统设计,使 CPU、GPU 和 AI 加速器等复杂电子产品能够提高效能、降低开发成本并加快上市时间。
根据消费者科技协会的数据,2020 年 10 月假期季节期间,美国在游戏机、笔记型电脑、穿戴式装置和电视等科技相关商品上平均花费约 528 美元。
对更高性能和效率的需求
随着电子设备对技术创新的不断追求,对更高性能和效率的需求已成为chiplet市场的主要驱动因素。 Chiplet 能够将具有最佳化效能特征的专用元件(例如 CPU、GPU 和 AI 加速器)整合到一个系统中。这种模组化方法为设计高效能产品提供了更大的灵活性,同时也提高了能源效率。随着消费者对速度更快、功能更强大的设备的期望不断提高,基于小晶片的架构的采用有望显着增长。
标准化和互通性
缺乏普遍接受的标准会导致不同供应商的小晶片之间出现相容性问题,从而阻碍无缝互通性和整合到不同的系统中。标准化的缺乏使系统设计变得复杂,增加了开发时间,并增加了製造商的成本。此外,缺乏标准化介面限制了生态系统开发和协作的潜力,抑制了创新和市场成长。
生态系发展
半导体公司、晶圆代工厂、封装供应商和系统整合商之间的协作可以建立标准化介面、开发参考设计并建立供应链合作伙伴关係。这促进了创新、互通性和扩充性,从而能够在各种应用中快速部署基于小晶片的解决方案。此外,强大的生态系统可以促进知识共用,加速技术进步并刺激投资,从而促进小晶片市场的扩张,并使相关人员能够利用新的趋势和需求带来最佳机会。
智慧财产权(IP)风险
由于技术开发和整合的生态系统复杂,智慧财产权 (IP) 风险对 Chiplet 市场构成重大威胁。由于chiplet由多个营业单位开发并整合到各种系统中,因此存在知识产权侵权、诈欺以及诈欺其专有设计、演算法和技术的风险。这可能会导致法律纠纷、竞争优势丧失和业务关係受损,并抑制小晶片产业的创新和市场成长。
COVID-19 大流行扰乱了小型晶片市场,导致供应链中断、工厂关闭和消费者需求减少。不确定性和景气衰退推迟了产品发布和半导体技术投资。然而,对数位基础设施和远端工作解决方案的需求不断增长,推动了chiplet在资料中心和通讯网路中的采用,在一定程度上缓解了市场低迷。
预计中央处理器 (CPU) 细分市场在预测期内将是最大的
在小晶片市场中,由于 CPU 在电子设备中发挥至关重要的作用,因此预计中央处理器 (CPU) 领域将在预测期内占据主导地位。随着 CPU 处理从基本运算到复杂运算的广泛任务,对基于小晶片的高级 CPU 设计的需求不断增长。由于资料中心、游戏和人工智慧等各种应用对高效能运算的需求不断增长,CPU 领域预计将在市场占有率和收益处于领先地位。
汽车业预计在预测期内复合年增长率最高
由于 ADAS(高级驾驶辅助系统)、电动和连网汽车技术的日益普及,汽车产业预计将出现小晶片市场中最高的复合年增长率。 Chiplet 将人工智慧处理器、感测器和通讯模组等复杂功能整合到汽车系统中,以提高车辆的安全性、效率和连接性。此外,对电动车和自动驾驶汽车的需求正在推动汽车产业小晶片的成长。
在预测期内,亚太地区将以其强大的半导体製造生态系统(包括晶圆代工厂、封装设施和组装厂)预计将主导小晶片市场。此外,中国、日本、韩国和台湾等国家对家用电子电器、汽车和工业自动化的需求不断增长,正在推动小晶片的采用。此外,政府措施、技术基础设施投资和熟练劳动力正在进一步加强亚太地区小晶片市场的领导地位。
在预测期内,由于各种因素,亚太地区的chiplet市场预计将快速扩张。该地区拥有强大的半导体製造基础设施、不断增加的研发投资、不断增长的家用电子电器需求以及越来越多地采用人工智慧和5G等先进技术。此外,中国、日本、韩国和台湾等主要市场参与者的存在也促进了该地区小晶片市场的良好成长轨迹。
According to Stratistics MRC, the Global Chiplets Market is accounted for $6.82 billion in 2023 and is expected to reach $449.46 billion by 2030 growing at a CAGR of 81.9% during the forecast period. Chiplets are modular semiconductor components that perform specific functions within an integrated circuit (IC) system. These small, individual chips can be independently designed, manufactured, and tested before being assembled into a larger IC package. Chiplets enable flexible and scalable system designs, allowing for improved performance, reduced development costs, and faster time-to-market for complex electronic devices such as CPUs, GPUs, and AI accelerators.
According to Consumer Technology Association, in October 2020, the population in the U.S. in the holiday season spent about US$ 528, on average, on technology-based items, which included video game consoles, laptops, wearable's and television sets.
Demand for higher performance and efficiency
The demand for higher performance and efficiency is a key driver in the chiplets market due to the relentless pursuit of innovation in electronic devices. Chiplets enable manufacturers to integrate specialized components with optimized performance characteristics, such as CPUs, GPUs, and AI accelerators, into a single system. This modular approach allows for greater flexibility in designing high-performance products while also improving energy efficiency. As consumer expectations for faster and more powerful devices continue to rise, the adoption of chiplet-based architectures is poised for significant growth.
Standardization and interoperability
Without universally accepted standards, compatibility issues arise between chiplets from different vendors, hindering seamless interoperability and integration into heterogeneous systems. This lack of standardization complicates system design, increases development time, and raises costs for manufacturers. Furthermore, the absence of standardized interfaces limits the potential for ecosystem development and collaboration, stifling innovation and market growth.
Ecosystem development
Collaborative efforts among semiconductor companies, foundries, packaging suppliers, and system integrators can establish standardized interfaces, develop reference designs, and create supply chain partnerships. This fosters innovation, interoperability, and scalability, enabling faster adoption of chiplet-based solutions across various applications. Additionally, a robust ecosystem promotes knowledge sharing, accelerates technological advancements, and stimulates investment, driving the expansion of the chiplets market and unlocking new opportunities for stakeholders to capitalize on emerging trends and demands.
Intellectual property (IP) risks
Intellectual property (IP) risks pose a significant threat to the chiplets market due to the complex ecosystem of technology development and integration. With chiplets being developed by multiple entities and integrated into various systems, there's a risk of IP infringement, unauthorized use, or misappropriation of proprietary designs, algorithms, or technologies. This can lead to legal disputes, loss of competitive advantage, and damage to business relationships, potentially hampering innovation and market growth in the chiplets industry.
The COVID-19 pandemic disrupted the chiplets market, causing supply chain disruptions, factory closures, and reduced consumer demand. Uncertainty and economic downturns led to delays in product launches and investments in semiconductor technologies. However, the increased demand for digital infrastructure and remote work solutions has driven the adoption of chiplets in data centers and telecommunication networks, mitigating some of the market's downturns.
The central processing unit (CPU) segment is expected to be the largest during the forecast period
In the chiplets market, the central processing unit (CPU) segment is anticipated to dominate during the forecast period due to the critical role CPUs play in electronic devices. CPUs handle tasks ranging from basic operations to complex computations, driving demand for advanced chiplet-based CPU designs. With the increasing need for high-performance computing in various applications such as data centers, gaming, and artificial intelligence, the CPU segment is expected to lead in market share and revenue.
The automotive segment is expected to have the highest CAGR during the forecast period
The automotive segment is poised for the highest CAGR in the chiplets market due to the increasing adoption of advanced driver assistance systems (ADAS), electrification, and connected vehicle technologies. Chiplets enable the integration of complex functionalities, such as AI processors, sensors, and communication modules, into automotive systems, enhancing vehicle safety, efficiency, and connectivity. Additionally, the demand for electric and autonomous vehicles further drives the growth of chiplets in the automotive sector.
Over the forecast period, Asia Pacific is poised to dominate the chiplets market due to the region's robust semiconductor manufacturing ecosystem, including foundries, packaging facilities, and assembly plants. Additionally, the growing demand for consumer electronics, automotive vehicles, and industrial automation in countries like China, Japan, South Korea, and Taiwan drives the adoption of chiplets. Moreover, government initiatives, investments in technology infrastructure, and a skilled workforce further bolster Asia Pacific's leadership in the chiplets market.
During the forecast period, the Asia Pacific region is expected to experience rapid expansion in the chiplets market due to various factors. These include the region's robust semiconductor manufacturing infrastructure, increasing investments in research and development, growing demand for consumer electronics and rising adoption of advanced technologies such as artificial intelligence and 5G. Additionally, the presence of key market players in countries like China, Japan, South Korea, and Taiwan contribute to the region's promising growth trajectory in the chiplets market.
Key players in the market
Some of the key players in Chiplets Market include Advanced Micro Devices, Inc. (AMD), Applied Materials, Inc., ARM Holdings, Broadcom Inc., GlobalFoundries Inc., IBM Corporation, Infineon Technologies AG, Intel Corporation, Marvell Technology Group Ltd., MediaTek Inc., Micron Technology, Inc., NVIDIA Corporation, Qualcomm Incorporated, Renesas Electronics Corporation, Samsung Electronics Co., Ltd., Synopsys, Inc., Taiwan Semiconductor Manufacturing Company Limited (TSMC), Texas Instruments Incorporated, United Microelectronics Corporation (UMC) and Xilinx, Inc.
In January 2024, Intel Corportion announced its intention to collaborate with an R&D hub named IMEC, to ensure Intel's advanced chiplet packaging technologies satisfy the stringent quality and reliability requirements required for automotive use cases.
In August 2023, Google Cloud (US) and NVIDIA Corporation (US) collaborated to offer advanced AI infrastructure and software for deploying large generative AI models and accelerating data science tasks. This partnership streamlines AI supercomputer deployment via Google Cloud's NVIDIA-powered solutions, leveraging the same technology utilized by Google DeepMind and research teams. The integration optimizes PaxML, Google's LLM framework, for NVIDIA, accelerated computing, enhancing experimentation and scalability with H100 and A100 Tensor Core GPUs.
In June 2023, Intel Corporation (US) announced a partnership with Taiwan Semiconductor Manufacturing Company Limited (Taiwan) to manufacture chips for Intel's high-performance computing and graphics products. The partnership would help Intel reduce its reliance on external foundries.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.