![]() |
市场调查报告书
商品编码
1636733
到 2030 年 SerDes 市场预测:按产品类型、架构、组件、资料速率、通道数量、功耗、通讯协定、应用、最终用户和地区进行的全球分析SerDes Market Forecasts to 2030 - Global Analysis By Product Type, Architecture, Component, Data Rate, Channel Count, Power Consumption, Protocol, Application, End User and By Geography |
根据 Stratistics MRC 的数据,2024 年全球 SerDes 市值将达到 8.635 亿美元,预计到 2030 年将达到 19.766 亿美元,预测期内复合年增长率为 14.8%。
在资料传输中采用了一种称为SerDes(串行器/解串器)的技术,将平行资料转换为串行格式,以实现高效的远距通讯。在接收端,资料被并行转换。透过减少所需的资料通道数量,最大限度地降低功耗,同时提高速度和频宽。 SerDes 广泛应用于需要快速资料传输的应用,例如资料中心、高速网路和通讯。
根据半导体产业协会(SIA)统计,2021年全球半导体产业销售额创下历史新高,达5,559亿美元,较2020年成长26.2%。
高速资料传输的需求不断增长
对高速资料传输的需求不断增长正在推动 SerDes 市场的发展。随着资料中心、5G网路和人工智慧应用的激增,对高效、可靠的资料传输解决方案的需求正在迅速增加。 SerDes 技术可实现积体电路之间的高速通讯,提高讯号完整性并减少延迟。云端处理和物联网设备的进步进一步加速了 SerDes 的采用。
对电力消耗的担忧
对功耗的担忧正在限制 SerDes 市场的成长。随着资料速率的增加,SerDes 设备需要更多的功率来维持效能,这可能会导致更高的营运成本和温度控管挑战。这个问题在资料中心和汽车系统等优先考虑能源效率的应用中尤其严重。製造商正在致力于低功耗设计,但这些解决方案通常涉及成本和性能的权衡,这可能会限制市场的成长。
自动驾驶汽车的使用增加
自动驾驶汽车中越来越多地使用 SerDes 代表着市场成长的重大机会。自动驾驶系统依赖高速资料通讯来实现 ADAS(高级驾驶辅助系统)、资讯娱乐和 V2X(车对万物)通讯。 SerDes 技术可确保车内感测器、摄影机和处理单元之间的无缝资料传输。随着汽车产业转向电气化和自动化,对强大、高效的 SerDes 解决方案的需求预计将会增加。
监管和标准化挑战
监管和标准化挑战威胁着 SerDes 市场。 SerDes 技术必须符合通讯、汽车和消费性电子等产业的严格标准。法规因地区而异,这可能会使产品开发变得复杂并延迟市场准入。此外,不断发展的 5G 网路和车辆安全标准需要製造商不断适应,从而增加了成本和复杂性。
COVID-19 大流行对 SerDes 市场产生了各种影响。虽然供应链和製造中断推迟了计划,但疫情加速了跨产业的数位转型。对云端运算、远端工作和线上服务的日益依赖增加了对 SerDes 等高速资料传输解决方案的需求。随着经济復苏,5G基础设施和资料中心的投资预计将进一步推动市场成长。
中速(10-25Gbps)细分市场预计在预测期内规模最大
预计中速(10-25Gbps)细分市场将在预测期内占据最大的市场占有率。该细分市场满足了通讯、消费性电子和企业网路等应用中对可靠资料传输日益增长的需求。中速 SerDes 解决方案在性能和成本效率之间实现了良好的平衡,使其成为各行业广泛采用的理想选择。与现有基础设施的兼容性进一步支持了我们的市场优势。
汽车OEM和供应商领域预计在预测期内复合年增长率最高。
在预测期内,由于 ADAS(高级驾驶辅助系统)和自动驾驶汽车技术的采用不断增加,汽车OEM/供应商行业预计将实现最高的复合年增长率。汽车製造商需要高性能 SerDes 解决方案,以实现车内感测器、摄影机和处理器之间的无缝通讯。向电动车 (EV) 的转变进一步增加了需求,因为这些系统严重依赖高效的资料传输技术。
预计亚太地区在预测期内将占据最大的市场占有率。通讯、消费性电子产品和资料中心基础设施的快速成长正在推动该地区对 SerDes 技术的需求。中国、日本和韩国等国家正大力投资 5G 网路和云端运算基础设施,进一步提高采用率。主要半导体製造商的到来也证实了亚太地区是该市场的领先地区。
由于对人工智慧、物联网设备和自动驾驶汽车等先进技术的投资增加,预计亚太地区在预测期内将实现最高成长率。消费者对高速连接解决方案不断增长的需求正在推动汽车和通讯等行业的市场扩张。此外,印度等新兴国家也透过基础设施升级和技术进步做出了巨大贡献,刺激了市场扩张。
According to Stratistics MRC, the Global SerDes Market is accounted for $863.5 million in 2024 and is expected to reach $1976.6 million by 2030 growing at a CAGR of 14.8% during the forecast period. A technology called SerDes (Serializer/Deserializer) is used in data transmission to transform parallel data into serial form for effective long-distance communication. At the receiving end, the data is then converted back to parallel. It minimizes power consumption while increasing speed and bandwidth by reducing the number of data lanes needed. SerDes is widely used in applications where quick data transfer is essential, like data centers, high-speed networking, and telecommunications.
According to the Semiconductor Industry Association (SIA), the global semiconductor industry sales reached a record $555.9 billion in 2021, a 26.2% increase compared to 2020.
Increasing demand for high-speed data transmission
The increasing demand for high-speed data transmission is driving the SerDes market. With the proliferation of data centers, 5G networks, and AI applications, the need for efficient and reliable data transfer solutions has surged. SerDes technology enables high-speed communication between integrated circuits, ensuring better signal integrity and reduced latency. Its adoption is further fueled by advancements in cloud computing and IoT devices.
Power consumption concerns
Power consumption concerns are restraining the growth of the SerDes market. As data rates increase, SerDes devices require more power to maintain performance, which can lead to higher operational costs and thermal management challenges. This issue is particularly critical in applications like data centers and automotive systems, where energy efficiency is a priority. Manufacturers are working on low-power designs, but these solutions often come with trade-offs in cost or performance, which might limit the market growth.
Rising use in autonomous vehicles
The rising use of SerDes in autonomous vehicles presents significant opportunities for market growth. Autonomous systems rely on high-speed data communication for advanced driver-assistance systems (ADAS), infotainment, and vehicle-to-everything (V2X) communication. SerDes technology ensures seamless data transfer between sensors, cameras, and processing units within vehicles. As the automotive industry shifts toward electrification and autonomy, the demand for robust and efficient SerDes solutions is expected to grow.
Regulatory and standardization challenges
Regulatory and standardization challenges pose a threat to the SerDes market. The technology must comply with stringent standards across industries like telecommunications, automotive, and consumer electronics. Variations in regional regulations can complicate product development and delay market entry. Additionally, evolving standards for 5G networks and automotive safety require continuous adaptation by manufacturers, increasing costs and complexity.
The COVID-19 pandemic had mixed effects on the SerDes market. While disruptions in supply chains and manufacturing delayed projects, the pandemic accelerated digital transformation across industries. Increased reliance on cloud computing, remote work, and online services drove demand for high-speed data transmission solutions like SerDes. As economies recover, investments in 5G infrastructure and data centers are expected to further boost market growth.
The medium-speed (10-25 Gbps) segment is expected to be the largest during the forecast period
The medium-speed (10-25 Gbps) segment is expected to account for the largest market share during the forecast period. This segment addresses the growing demand for reliable data transmission in applications like telecommunications, consumer electronics, and enterprise networking. Medium-speed SerDes solutions balance performance with cost-effectiveness, making them ideal for widespread adoption across industries. Their compatibility with existing infrastructure further supports their dominance in the market.
The automotive OEMs & suppliers segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the automotive OEMs & suppliers segment is expected to witness the highest CAGR due to increasing adoption of advanced driver-assistance systems (ADAS) and autonomous vehicle technologies. Automotive manufacturers require high-performance SerDes solutions to enable seamless communication between sensors, cameras, and processors within vehicles. The shift toward electric vehicles (EVs) further amplifies demand as these systems rely heavily on efficient data transmission technologies.
The Asia Pacific region is anticipated to account for the largest market share during the forecast period. Rapid growth in telecommunications, consumer electronics, and data center infrastructure drives regional demand for SerDes technology. Countries like China, Japan, and South Korea are investing heavily in 5G networks and cloud computing infrastructure, further boosting adoption rates. The presence of major semiconductor manufacturers also strengthens Asia Pacific's position as a leading region in this market.
The Asia Pacific region is anticipated to register the highest growth rate over the forecast period due to increasing investments in advanced technologies like AI, IoT devices, and autonomous vehicles. Rising consumer demand for high-speed connectivity solutions fuels market expansion across industries such as automotive and telecommunications. Additionally, emerging economies like India are also contributing significantly through infrastructure upgrades and technological advancements, which are fueling the market expansion.
Key players in the market
Some of the key players in SerDes Market include Texas Instruments, Broadcom, STMicroelectronics, NXP Semiconductors, Renesas Electronics, ON Semiconductor, ROHM Semiconductor, Maxim Integrated, Cypress Semiconductor, Rambus, Synopsys, Marvell Technology Group, Cadence Design Systems, Lattice Semiconductor, Analog Devices and Microchip Technology.
In December 2024, NXP Semiconductors is to acquire US SerDes startup Aviva Links for $242.5m in cash. This is important for NXP for advanced driver-assistance systems (ADAS) and in-vehicle infotainment (IVI), such as in-cabin digital cockpits for software-defined vehicles (SDVs) that need highly-asymmetric camera and display networks with high downstream and low upstream bandwidth.
In April 2024, Renesas Electronics Corporation a premier supplier of advanced semiconductor solutions, today expanded its timing solutions portfolio with a new ultra-low 25fs-rms clock solution for wireline infrastructure, data center and industrial applications. The new FemtoClock(TM) 3 family includes ultra-low jitter clock generators and jitter attenuators with 8 and 12 outputs, enabling high-performance, easy-to-use, and cost-effective clock tree designs for next-generation, high-speed interconnect systems.
In October 2022, ROHM has developed full-HD (1980X1080 pixels) compatible SerDes ICs (Serializer: BU18TL82-M, Deserializer: BU18RL82-M) - optimized for multi-screen vehicle displays. ROHM's new BU18RL82-M deserializer can be daisy-chained to enable video transmission over multiple routes - using just a single serializer. Reducing the number of connectors and cables simplifies the video transmission paths - lowering both system costs and failure risks. The new products are also capable of monitoring whether video data is correctly transmitted end-to-end (from the SoC to the displays) by comparing CRC values. This feature supports functional safety in automotive applications.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.