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市场调查报告书
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1840125
2025年5G晶片组全球市场报告5G Chipset Global Market Report 2025 |
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近年来,5G晶片组市场规模快速扩张,从2024年的168.8亿美元成长到2025年的222.9亿美元,复合年增长率达32.0%。这段期间的成长可归因于行动通讯标准的演进、对更快数据传输速度日益增长的需求、物联网(IoT)设备的普及、行动宽频服务的成长、智慧城市的发展以及互联基础设施的建设。
预计未来几年,5G晶片组市场规模将呈指数级增长,到2029年将达到679.4亿美元,复合年增长率(CAGR)为32.1%。预测期内的成长主要受以下因素驱动:5G在工业自动化和物联网领域的应用;5G网路扩展以增强行动连线;对低延迟和高频宽应用的需求不断增长;5G在自动驾驶汽车和智慧交通领域的整合;以及5G在农村和偏远地区的部署扩展。预测期间的关键趋势包括:毫米波技术在5G晶片组中的出现;节能型和小型化5G晶片组的开发;人工智慧(AI)在设计上的应用;对开放式区域网路(无线接取网路)架构的关注;以及5G晶片组在固定无线存取(FWA)中的应用。
5G 晶片组,又称为资料流管理系统,是由电子元件组成的积体电路,能够促进与下一代网路的连接,实现 5G 资料包的传输,并有效管理资讯流,从而在为 5G 设备供电方面发挥关键作用。
5G晶片组中包含的主要积体电路类型包括无线电频率积体电路(RFIC)、专用积体电路(ASIC)、蜂巢积体电路(Cellular IC)和毫米波积体电路(MMWAVE IC)。无线电频率积体电路(RFIC)主要用于行动电话和无线设备。这些电路作为类比电路工作,通常运作频率频率范围为3 kHz至2.4 GHz(3000赫兹至24亿赫兹)。在製造业、能源和公共产业、媒体和娱乐、IT和电信、运输和电讯以及医疗保健等各个领域,也会使用低于6 GHz、26-39 GHz和高于39 GHz等不同的工作频率。
美国在2025年春季突然提高关税及其引发的贸易摩擦,对资讯科技产业,特别是硬体製造、资料基础设施和软体部署领域,产生了重大影响。进口半导体、电路基板和网路设备的关税上涨,推高了高科技公司、云端服务供应商和资料中心的生产和营运成本。在全球范围内采购笔记型电脑、伺服器和消费电子产品零件的公司,面临更长的前置作业时间和价格压力。同时,对专用软体征收的关税以及主要国际市场的报復性措施,扰乱了全球IT供应链,并降低了海外对美国製造技术的需求。为了应对这些挑战,该产业正在加大对国内晶片生产的投资,扩大供应商网络,并利用人工智慧驱动的自动化技术来增强韧性,更有效地控製成本。
这份5G晶片组市场研究报告是商业研究公司最新发布的系列报告之一,提供5G晶片组市场统计数据,例如全球市场规模、区域份额、竞争对手及其市场份额、详细的5G晶片组市场细分、市场趋势以及5G晶片组行业的商机。这5G晶片组市场研究报告对该行业的现状和未来发展趋势进行了深入分析,为您提供所需的一切全面观点。
未来五年32.1%的成长率预测较我们先前对该市场的预测略微下调了0.2%。这一下调主要归因于美国与其他国家之间的关税影响。由于台湾和韩国的主要半导体供应商需要调整以应对关税的影响,这可能会对美国产生直接影响,导致智慧型手机和物联网设备的价格上涨。此外,由于相互关税措施以及贸易紧张局势和限制措施加剧对全球经济和贸易造成的负面影响,这种影响也将更加广泛。
行动数据流量的成长在推动5G晶片组市场成长方面发挥关键作用。行动资料流程量指的是任何给定时间通过网路传输的数据量。随着行动资料流程量的不断增长,对未来5G网路所支援的更高网路效能和数据连接性的需求日益增加,从而加速了5G晶片组的研发。例如,瑞典电信业者爱立信(Telefonaktiebolaget LM Ericsson)于2023年11月发布的《爱立信行动报告》预测,到2029年底,全球行动数据流量将成长两倍,5G用户数将超过53亿。报告也预测,2023年至2029年间,智慧型手机的平均每月数据使用量将从21GB增加到56GB。因此,预计未来几年行动数据流量的成长将推动5G晶片组市场的发展。
对网路日益增长的依赖将推动5G晶片组市场的扩张。网际网路指的是利用标准化通讯协定进行资料和资讯交流的互联电脑网路和设备,它是5G网路的基础。作为这项技术的骨干,5G晶片组能够实现更快、更可靠的无线通讯,这对于从行动装置到物联网和智慧城市等各种应用至关重要。向5G连接的过渡正在推动对5G晶片组的需求。例如,根据荷兰软体公司Meltwater的数据,英国的网路使用者数量将在2022年至2023年间激增22.4万(成长0.3%),总数将达到6,611万人。因此,网路用户的快速成长正在推动5G晶片组市场的成长。
产品创新是推动5G晶片组市场发展的关键趋势。该领域的主要企业正在开发创新产品以拓展市场。例如,总部位于美国的无线通讯产品和服务供应商高通技术公司(Qualcomm Technologies, Inc.)于2024年7月发布了骁龙4s Gen 2晶片组。该晶片组旨在为价格亲民的5G智慧型手机提供动力,支援独立组网(SA)5G网络,价格低至8300印度卢比。这款晶片组的意义在于提高5G的普及率,让更多人能够享受先进的行动技术,尤其是在印度等新兴市场。
5G晶片组市场的领导企业正致力于突破性创新,为客户提供可靠的服务。这些5G晶片组的创新核心在于打造高效、紧凑、高效能的半导体解决方案,进而推动下一代无线通讯网路的演进。这些发展将带来更快的资料传输速度、更低的延迟,并支援各种设备和应用。例如,台湾半导体公司联发科(MediaTek Inc.)于2023年5月发布的Dimensity 9200+ 5G晶片组便是此类创新的典范。此晶片组专为智慧型手机设计,整合了第六代人工智慧(AI)处理单元(APU 690),可有效降低杂讯。此外,它还首次为智慧型手机引入了64位元Armv9(Arm版本9)性能核心,以极致性能优化旗舰体验。
2022年2月,美国半导体公司AMD成功收购了以提供5G晶片组而闻名的美国半导体公司赛灵思(Xilinx)。此次策略性收购符合AMD扩展其产品组合的目标,使其涵盖中央处理器(CPU)、图形处理器(GPU)、现场可编程闸阵列(FPGA)和自我调整系统晶片(SoC),从而提供高效能、高适应性的运算解决方案,巩固公司在瞬息万变的先进半导体技术领域的地位。
5G晶片组市场由营运商提供5G无线通讯设备和解决方案所产生的收入组成,这些设备和解决方案能够提升网路覆盖范围和资料传输速度。市场价值包括服务供应商销售的相关产品或包含在其服务产品中的相关产品的价值。 5G晶片组市场还包括射频积体电路(RFIC)、系统晶片(SoC)、专用积体电路(ASIC)、蜂巢式积体电路和毫米波积体电路的销售。此市场价值为“出厂价”,即製造商或产品创造者销售额的商品价值,无论销售对像是其他营业单位(包括下游製造商、批发商、经销商和零售商)还是直接销售给最终客户。该市场中的商品价值还包括产品创造者提供的任何相关服务。
A 5G chipset, also referred to as a data flow management system, is an integrated circuit comprising electronic components. It plays a pivotal role in enhancing 5G devices by facilitating connectivity to the next-generation network, enabling the transmission of 5G packets, and effectively managing information flow.
The key categories of integrated circuits found within the 5G chipset encompass Radio Frequency Integrated Circuits (RFIC), Application-Specific Integrated Circuits (ASIC), Cellular Integrated Circuits (Cellular IC), and Millimeter-Wave Integrated Circuits (MMWAVE IC). Radio Frequency Integrated Circuits (RFIC) are specifically utilized in mobile phones and wireless devices. These circuits, functioning as analog circuits, typically operate within the frequency range of 3 kHz to 2. 4 GHz (3,000 hertz to 2. 4 billion hertz). Diverse operational frequencies, including sub-6 GHz, between 26 and 39 GHz, and above 39 GHz, are employed across various sectors such as manufacturing, energy and utilities, media and entertainment, IT and telecom, transportation and logistics, healthcare, and others.
Note that the outlook for this market is being affected by rapid changes in trade relations and tariffs globally. The report will be updated prior to delivery to reflect the latest status, including revised forecasts and quantified impact analysis. The report's Recommendations and Conclusions sections will be updated to give strategies for entities dealing with the fast-moving international environment.
The sharp rise in U.S. tariffs and the ensuing trade tensions in spring 2025 are having a significant impact on the information technology sector, especially in hardware manufacturing, data infrastructure, and software deployment. Increased duties on imported semiconductors, circuit boards, and networking equipment have driven up production and operating costs for tech companies, cloud service providers, and data centers. Firms that depend on globally sourced components for laptops, servers, and consumer electronics are grappling with extended lead times and mounting pricing pressures. At the same time, tariffs on specialized software and retaliatory actions by key international markets have disrupted global IT supply chains and dampened foreign demand for U.S.-made technologies. In response, the sector is ramping up investments in domestic chip production, broadening its supplier network, and leveraging AI-powered automation to improve resilience and manage costs more effectively.
The 5G chipset market research report is one of a series of new reports from The Business Research Company that provides 5G chipset market statistics, including 5G chipset industry global market size, regional shares, competitors with a 5G chipset market share, detailed 5G chipset market segments, market trends and opportunities, and any further data you may need to thrive in the 5G chipset industry. This 5G chipset market research report delivers a complete perspective of everything you need, with an in-depth analysis of the current and future scenarios of the industry.
The 5G chipset market size has grown exponentially in recent years. It will grow from $16.88 billion in 2024 to $22.29 billion in 2025 at a compound annual growth rate (CAGR) of 32.0%. The growth in the historic period can be attributed to evolution of mobile communication standards, increasing demand for higher data transfer rates, proliferation of internet of things (IoT) devices, growth of mobile broadband services, development of smart cities and connected infrastructure.
The 5G chipset market size is expected to see exponential growth in the next few years. It will grow to $67.94 billion in 2029 at a compound annual growth rate (CAGR) of 32.1%. The growth in the forecast period can be attributed to adoption of 5G in industrial automation and IoT, expansion of 5G networks for enhanced mobile connectivity, rise in demand for low-latency and high-bandwidth applications, integration of 5G in autonomous vehicles and smart transportation, growing deployment of 5G in rural and remote areas. Major trends in the forecast period include emergence of mmWave technology in 5G chipsets, development of energy-efficient and compact 5G chipsets, integration of artificial intelligence (AI) in 5G chipset design, focus on open ran (radio access network) architectures, implementation of 5G chipsets for fixed wireless access (FWA).
The forecast of 32.1% growth over the next five years reflects a modest reduction of 0.2% from the previous estimate for this market. This reduction is primarily due to the impact of tariffs between the US and other countries. This is likely to directly affect the US by raising prices for smartphones and IoT devices, as key semiconductor suppliers in Taiwan and South Korea adjust for tariff impacts. The effect will also be felt more widely due to reciprocal tariffs and the negative effect on the global economy and trade due to increased trade tensions and restrictions.
The increasing mobile data traffic is playing a significant role in driving the growth of the 5G chipset market. Mobile data traffic refers to the volume of data transmitted across a network at any given time. As mobile data traffic expands, there is a growing need for enhanced network performance and data connectivity, which will be supported by future 5G network generations, thereby accelerating the development of 5G chipsets. For example, in November 2023, the Ericsson Mobility Report, published by Telefonaktiebolaget LM Ericsson, a Sweden-based telecommunications company, projected that global mobile data traffic will triple by the end of 2029, with 5G subscriptions expected to exceed 5.3 billion and average smartphone data usage rising from 21GB to 56GB per month between 2023 and 2029. As a result, the increasing mobile data traffic is anticipated to drive the growth of the 5G chipset market in the coming years.
The increasing reliance on the internet is poised to propel the expansion of the 5G chipset market. The internet, denoting interconnected computer networks and devices utilizing standardized protocols for data and information exchange, serves as the foundation for 5G networks. 5G chipsets, as the backbone of this technology, facilitate faster and more reliable wireless communication, crucial for applications ranging from mobile devices to IoT and smart cities. The transition to 5G connectivity is generating heightened demand for 5G chipsets. For instance, data from Meltwater, a Netherlands-based software company, reveals a surge of 224 thousand (+0. 3 percent) internet users in the UK between 2022 and 2023, totaling 66. 11 million users overall. Thus, the escalating internet usage is steering the growth of the 5G chipset market.
Product innovations have become a key trend gaining traction in the 5G chipset market. Leading companies in the sector are developing innovative products to drive market expansion. For instance, in July 2024, Qualcomm Technologies, Inc., a US-based provider of wireless telecommunications products and services, introduced the Snapdragon 4s Gen 2 chipset. This chipset is designed to power affordable 5G smartphones, supporting standalone (SA) 5G network compatibility at a price point as low as Rs 8,300. Its importance lies in increasing 5G accessibility, making advanced mobile technology available to a broader audience, particularly in emerging markets like India, while competing with MediaTek in the budget segment.
Prominent companies within the 5G chipset market are directing their efforts towards pioneering advancements to deliver dependable services to their customers. These innovations in 5G chipsets revolve around the creation of highly efficient, compact, and high-performance semiconductor solutions that drive the evolution of wireless communication networks for the next generation. These developments enable faster data speeds, reduced latency, and support a diverse array of devices and applications. An example of such innovation is seen in MediaTek Inc., a Taiwan-based semiconductor company, which, in May 2023, unveiled the Dimensity 9200+ 5G chipset. This chipset is specifically tailored for smartphones and features an integrated sixth-generation artificial intelligence (AI) processing unit (APU 690) for effective noise reduction. It introduces the first 64-bit Armv9 (Arm version 9) performance cores for smartphones, optimizing flagship experiences through ultimate performance.
In a significant move in February 2022, Advanced Micro Devices, Inc., a US-based semiconductor company, successfully acquired Xilinx Inc., a US-based semiconductor company known for providing 5G chipsets, for an undisclosed amount. This strategic acquisition aligns with Advanced Micro Devices, Inc. 's objective of broadening its portfolio, encompassing central processing units (CPUs), graphics processing units (GPUs), field programmable gate arrays (FPGAs), and Adaptive System-on-Chips (SoCs). The aim is to offer high-performance and adaptive computing solutions, consolidating the company's position in the dynamic landscape of advanced semiconductor technologies.
Major companies operating in the 5G chipset market include Qorvo Inc., Qualcomm Technologies Inc., Huawei Technologies Co. Ltd., Samsung Electronics Co. Ltd., UNISOC Communications Inc., Intel Corporation, MediaTek Inc., Infineon Technologies AG, Xilinx Inc., NOKIA CORPORATION, Skyworks Solutions Inc., NXP Semiconductors, Advanced Micro Devices Inc., International Business Machines Corporation, Broadcom Inc., Marvell Technology Group Ltd., Analog Devices Inc., Renesas Electronics Corporation, Fujitsu Limited, Integrated Device Technology Inc., Texas Instruments Incorporated, STMicroelectronics N. V., Murata Manufacturing Co. Ltd., Cavium Inc., MACOM Technology Solutions Holdings Inc., Anokiwave Inc., Sequans Communications S. A., MaxLinear Inc., Inseego Corp., Sierra Wireless Inc., Telit Communications PLC, Quectel Wireless Solutions Co. Ltd., Fibocom Wireless Inc.
Asia-Pacific was the largest region in the 5G chipset market in 2024. Asia-Pacific is expected to be the fastest-growing region in the forecast period. The regions covered in the 5g chipset market report are Asia-Pacific, Western Europe, Eastern Europe, North America, South America, Middle East, Africa
The countries covered in the 5g chipset market report are Australia, Brazil, China, France, Germany, India, Indonesia, Japan, Russia, South Korea, UK, USA, Italy, Canada, Spain.
The 5G chipset market consists of revenues earned by entities by providing devices and solutions to 5G wireless communication with enhanced network coverage and higher data speed. The market value includes the value of related goods sold by the service provider or included within the service offering. The 5G chipset market also includes sales of radio frequency ICs (RFICs), system-on-chips (SoCs), application-specific integrated circuits (ASICs), cellular ICs, and millimeter-wave (mmWave) ICs. Values in this market are 'factory gate' values, that is the value of goods sold by the manufacturers or creators of the goods, whether to other entities (including downstream manufacturers, wholesalers, distributors, and retailers) or directly to end customers. The value of goods in this market includes related services sold by the creators of the goods.
The market value is defined as the revenues that enterprises gain from the sale of goods and/or services within the specified market and geography through sales, grants, or donations in terms of the currency (in USD, unless otherwise specified).
The revenues for a specified geography are consumption values that are revenues generated by organizations in the specified geography within the market, irrespective of where they are produced. It does not include revenues from resales along the supply chain, either further along the supply chain or as part of other products.
5G Chipset Global Market Report 2025 from The Business Research Company provides strategists, marketers and senior management with the critical information they need to assess the market.
This report focuses on 5g chipset market which is experiencing strong growth. The report gives a guide to the trends which will be shaping the market over the next ten years and beyond.
Where is the largest and fastest growing market for 5g chipset ? How does the market relate to the overall economy, demography and other similar markets? What forces will shape the market going forward, including technological disruption, regulatory shifts, and changing consumer preferences? The 5g chipset market global report from the Business Research Company answers all these questions and many more.
The report covers market characteristics, size and growth, segmentation, regional and country breakdowns, competitive landscape, market shares, trends and strategies for this market. It traces the market's historic and forecast market growth by geography.
The forecasts are made after considering the major factors currently impacting the market. These include the technological advancements such as AI and automation, Russia-Ukraine war, trade tariffs (government-imposed import/export duties), elevated inflation and interest rates.