市场调查报告书
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1577191
2030 年 ASIC(专用积体电路)市场预测:按类型、应用、最终用户和地区分類的全球分析Application Specific Integrated Circuit Market Forecasts to 2030 - Global Analysis By Type, Application, End User and By Geography |
根据 Stratistics MRC 的数据,2024 年全球 ASIC(专用积体电路)市场规模将达到 184 亿美元,预计到 2030 年将达到 285 亿美元,预测期内复合年增长率为 7.6%。
ASIC(专用积体电路)是专门为单一目的而不是通用目的而製造的微晶片。这些电路旨在最大限度地提高机器学习、密码学和数位讯号处理等特定任务的功能、效率和性能。 ASIC 具有更低的功耗、更高的速度和更小的尺寸。 ASIC 广泛应用于汽车系统、消费性电子产品、通讯和专用运算环境。
根据Gartner预测,2021年全球半导体销售额将成长25.1%,达到5,835亿美元,其中严重依赖ASIC的5G智慧型手机等领域成长强劲。
消费性电子产品需求增加
对家用电器(尤其是智慧型手机、智慧型手錶和平板电脑)的需求不断增长,正在推动 ASIC 市场的成长。 ASIC 是这些设备的重要组件,提供专门的功能并提高能源效率。随着消费性电子产品不断发展并融入更多先进功能,对 ASIC 的需求预计将增加,从而推动市场成长。
开发成本高
开发和製造 ASIC 的高成本是市场成长的主要限制因素。设计和製造 ASIC 需要在研发和专用设备方面进行大量投资。这些高成本可能会让中小型企业望而却步,限制了 ASIC 在某些应用中的采用,并减缓了市场扩张。
物联网设备的扩展
物联网 (IoT) 的快速成长为 ASIC 市场带来了巨大机会。随着物联网设备在各个行业中变得越来越普遍,对专用和节能晶片的需求不断增加。 ASIC 可为物联网应用提供客製化解决方案,与通用处理器相比,提供更高的效能和功效。这个不断扩大的细分市场为 ASIC 製造商提供了巨大的成长潜力。
FPGA和GPU的竞争
ASIC 市场面临来自替代晶片技术的竞争,特别是 FPGA(现场可编程闸阵列)和 GPU(图形处理单元)。这些技术提供了灵活性和可程式性,这在某些应用中可能是有利的。随着 FPGA 和 GPU 的效能和能源效率不断提高,这可能会威胁到 ASIC 在某些细分市场的采用,并影响整体市场的成长。
由于供应链中断和消费者支出减少,COVID-19 大流行最初扰乱了 ASIC 市场。然而,封锁期间对数位技术的依赖增加加速了对电子产品的需求,最终使 ASIC 市场受益。这次疫情也凸显了强大供应链的重要性,并促使人们努力实现多元化和加强全球半导体製造能力。
消费性电子产业预计将在预测期内成为最大的产业
预计消费电子领域将在预测期内获得最大的市场占有率。这项优势归功于 ASIC 在智慧型手机、平板电脑、智慧型手錶和其他消费性设备中的广泛采用。 ASIC 使这些产品具有先进的功能、改进的性能和更高的能源效率。消费性电子产品的持续创新以及人工智慧和物联网功能的不断集成,进一步推动了该领域对专用 ASIC 的需求。
预计全客自订ASIC 领域的复合年增长率将在预测期内达到最高
预计全客自订ASIC 细分市场在预测期内将呈现 ASIC 市场最高的复合年增长率。完全自订的ASIC 提供最高水准的客製化和效能最佳化,使其成为需要最高效率和功能的应用的理想选择。人工智慧、5G 和自动驾驶汽车等新兴技术对专用晶片的需求不断增长,正在推动该领域的快速成长。此外,设计工具和製造流程的进步使得更多公司更容易获得完全自订的ASIC。
预计亚太地区在预测期内将占据最大的市场占有率。这一优势得益于该地区在消费性电子产品製造领域的强大影响力,尤其是在中国、日本和韩国等国家。对节能设备的需求不断增长、智慧型手机的快速普及以及对数位化的持续努力正在为该地区的市场领导地位做出贡献。此外,主要半导体公司和消费性电子公司的进驻进一步推动了亚太地区ASIC市场的成长。
预计北美地区在预测期内将实现最高的复合年增长率。这一增长将由物联网技术的广泛采用、5G 网路的出现以及消费性电子产品、医疗保健监控系统和电动汽车的重大进步所推动。众多 ASIC 製造商和解决方案提供商的存在,加上 ASIC 技术的早期采用,使得北美非常适合快速的市场扩张。该地区专注于人工智慧和自动驾驶系统等领域的创新和技术领先,进一步加速 ASIC 市场的成长。
According to Stratistics MRC, the Global Application Specific Integrated Circuit (ASIC) Market is accounted for $18.4 billion in 2024 and is expected to reach $28.5 billion by 2030, growing at a CAGR of 7.6% during the forecast period. Application-specific integrated circuit (ASIC) is a specially made microchip intended for a single purpose as opposed to general usage. These circuits are designed to maximize functionality, efficiency, and performance for specific tasks like machine learning, cryptography, and digital signal processing. ASICs offer lower power consumption, increased speed, and smaller size. They are extensively utilized in automotive systems, consumer electronics, telecommunications, and specialized computing environments.
According to Gartner, worldwide semiconductor revenue grew 25.1% in 2021 to total $583.5 billion, with strong growth in segments like 5G smartphones that rely heavily on ASICs.
Rising demand for consumer electronics
The increasing demand for consumer electronics, particularly smartphones, smartwatches, and tablets, is driving the growth of the ASIC market. ASICs are essential components in these devices, providing specialized functionality and improved energy efficiency. As consumer electronics continue to evolve and incorporate more advanced features, the demand for ASICs is expected to rise, fueling market growth.
High development costs
The high costs associated with ASIC development and production pose a significant restraint to market growth. Designing and manufacturing ASICs requires substantial investments in research, development, and specialized equipment. These high costs can be prohibitive for smaller companies and may limit the adoption of ASICs in certain applications, potentially slowing market expansion.
Expansion in IoT devices
The rapid growth of the Internet of Things (IoT) presents a significant opportunity for the ASIC market. As IoT devices become more prevalent across various industries, the demand for specialized, energy-efficient chips is increasing. ASICs can provide tailored solutions for IoT applications, offering improved performance and power efficiency compared to general-purpose processors. This expanding market segment offers substantial growth potential for ASIC manufacturers.
Competition from FPGAs and GPUs
The ASIC market faces competition from alternative chip technologies, particularly field-programmable gate arrays (FPGAs) and graphics processing units (GPUs). These technologies offer flexibility and programmability, which can be advantageous in certain applications. As FPGAs and GPUs continue to improve in performance and energy efficiency, they may pose a threat to ASIC adoption in some market segments, potentially impacting overall market growth.
The COVID-19 pandemic initially disrupted the ASIC market due to supply chain interruptions and reduced consumer spending. However, the increased reliance on digital technologies during lockdowns accelerated the demand for electronic devices, ultimately benefiting the ASIC market. The pandemic also highlighted the importance of robust supply chains, leading to efforts to diversify and strengthen semiconductor manufacturing capabilities globally.
The consumer electronics segment is expected to be the largest during the forecast period
The consumer electronics segment is predicted to secure the largest market share throughout the forecast period. This dominance can be attributed to the widespread adoption of ASICs in smartphones, tablets, smartwatches, and other consumer devices. ASICs enable these products to offer advanced features, improved performance, and enhanced energy efficiency. The continuous innovation in consumer electronics and the increasing integration of AI and IoT capabilities further drive the demand for specialized ASICs in this segment.
The full-custom ASIC segment is expected to have the highest CAGR during the forecast period
The full-custom ASIC segment is projected to have the highest CAGR in the ASIC market during the extrapolated period. Full-custom ASICs offer the highest level of customization and performance optimization, making them ideal for applications requiring maximum efficiency and functionality. The growing demand for specialized chips in emerging technologies such as AI, 5G, and autonomous vehicles is driving the rapid growth of this segment. Additionally, advancements in design tools and manufacturing processes are making full-custom ASICs more accessible to a broader range of companies.
The Asia Pacific region is projected to account for the largest market share during the forecast period. This dominance is attributed to the region's strong presence in consumer electronics manufacturing, particularly in countries like China, Japan, and South Korea. The increasing demand for energy-efficient devices, rapid smartphone adoption, and ongoing digitalization efforts contribute to the region's market leadership. Additionally, the presence of major semiconductor companies and consumer electronics giants further fuels the growth of the ASIC market in Asia Pacific.
The North America region is projected to achieve the highest CAGR during the forecast period. This growth is driven by the widespread adoption of IoT technologies, the emergence of 5G networks, and significant advancements in consumer electronics, healthcare monitoring systems, and electric vehicles. The presence of numerous ASIC manufacturers and solution providers, coupled with early adoption of ASIC technology, positions North America for rapid market expansion. The region's focus on innovation and technological leadership in areas such as AI and autonomous systems further accelerates ASIC market growth.
Key players in the market
Some of the key players in Application Specific Integrated Circuit (ASIC) Market include Infineon Technologies AG, STMicroelectronics, Texas Instruments Inc., NXP Semiconductors N.V., ON Semiconductor Corporation, Analog Devices, Inc., Intel Corporation, NVIDIA Corporation, Qualcomm Technologies, Inc., Broadcom Inc., Renesas Electronics Corporation, Microchip Technology Inc., Xilinx, Inc., Marvell Technology Group Ltd., GlobalFoundries, Faraday Technology Corporation, and OmniVision Technologies, Inc.
In September 2024, STMicroelectronics has unveiled a new generation of silicon carbide power technology tailored for next-generation EV traction inverters. The company plans to introduce multiple silicon carbide technology innovations through 2027, including a radical innovation. This development is relevant to ASICs as it represents advancements in specialized integrated circuits for automotive applications.
In May 2024, Infineon has opened the world's largest and most efficient 200-millimeter silicon carbide (SiC) power semiconductor fab in Kulim, Malaysia.
In May 2024, NVIDIA has confirmed its entry into the ASIC market. CEO Jensen Huang announced that Nvidia will start doing ASIC chip designs. This move is significant as it expands Nvidia's offerings beyond GPUs and into the ASIC space, potentially competing with its current customers.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.