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市场调查报告书
商品编码
1874063
ASIC晶片市场ASIC Chip Market |
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2024 年 ASIC 晶片市值为 171.9 亿美元,预计到 2031 年将成长至 253.8 亿美元,2031 年至 2031 年的复合年增长率预计为 6.3%。
分析师观点:
推动ASIC晶片市场发展的主要因素包括晶片技术的进步、对可客製化积体电路(IC)需求的成长以及在消费性电子产品领域应用的日益广泛。影响产业动态的一个显着趋势是,ASIC生产中采用了先进的7奈米工艺,并开发了专为人工智慧、5G、云端运算和边缘运算工作负载量身定制的结构化ASIC,同时也开发了用于便携式设备的超紧凑型电容器。
ASIC晶片市场概况:
专用积体电路 (ASIC) 是专为特定应用而设计的专用积体电路。与标准逻辑积体电路或可程式逻辑元件相比,ASIC 体积更小、能效更高。然而,其缺点是设计和製造成本可能很高,尤其是在小批量生产的情况下。 ASIC 几乎应用于所有电子设备中,其功能涵盖音讯处理到自订影像渲染等各个方面。
战略洞察
ASIC晶片市场驱动因素:
人工智慧和物联网等先进技术的融合
ASIC晶片日益增长的需求吸引了AMD、NVIDIA和Intel等大型科技公司的关注,因为ASIC旨在颠覆传统的CPU和GPU市场。谷歌的TPU v4超级电脑就是ASIC对人工智慧处理产生重大影响的一个显着例证。该电脑整合了约4000个TPU,并采用光路交换技术,在显着降低能耗的同时,实现了十倍的速度提升。这项进步得益于Google专有的光路交换技术所带来的系统互连拓朴结构的改变。 TPU v4超级电脑充分展现了ASIC在人工智慧开发中的巨大潜力,并为未来的创新铺平了道路。 ASIC在人工智慧处理领域的引进标誌着一项变革性的发展,有望重塑人工智慧的格局。凭藉其卓越的速度和效率,ASIC能够为特定任务提供客製化的解决方案,使其成为复杂处理工作负载的理想选择。 ASIC将在人工智慧的未来发展中扮演至关重要的角色。
ASIC晶片市场細項分析:
ASIC晶片市场按类型、应用和地区进行分类。按类型划分,包括全定制晶片、半定制晶片和可编程逻辑装置。按应用划分,市场分为资料处理系统、消费性电子、电信、医疗仪器和其他领域。按地区划分,ASIC晶片市场分为五大区域:北美、欧洲、亚太地区(APAC)、中东和非洲(MEA)以及南美(SAM)。
预计在2031年至2032年的预测期内,全客製化积体电路市场将达到显着的复合年增长率。这些积体电路在提供更高速度和可靠性的同时,也能降低功耗。设计人员可以自订布局、逻辑单元、电路和机械结构,优化积体电路上的储存单元,从而缩短处理时间并最大限度地降低风险。然而,与半客製化积体电路相比,全客製化专用积体电路的製造週期较长,通常针对特定应用需要约八週时间。
2022年,消费性电子领域在全球市场占据了相当大的份额。预计该领域将为价值链上的所有利益相关者带来丰厚的成长机会,这主要得益于全球平板电脑、智慧型手机和笔记型电脑中ASIC晶片使用量的不断增长。 ASIC晶片具有许多优势,包括智慧财产权安全、低功耗、高频宽和小型化等,这些优势推动了其在消费性电子产品製造领域的应用。此外,电子设备的快速发展提高了能源效率和稳定性,进一步促进了ASIC晶片市场的成长。除了消费性电子领域,这些积体电路也广泛应用于电信和医疗等各行业。
ASIC晶片市场区域分析:
预计在预测期内,欧洲市场将经历快速的收入成长,这主要得益于工业自动化领域对专用积体电路(ASIC)需求的不断增长。此外,自动驾驶汽车和电动车的日益普及,以及工业自动化领域对机器视觉和机器人技术日益增长的需求,预计也将推动ASIC晶片市场的发展。
预计亚太市场在预测期内将占据显着的收入份额,这主要得益于消费性电子和电信行业对专用积体电路(ASIC)晶片需求的不断增长。北美市场预计在预测期内也将占据可观的收入份额,这主要得益于汽车、电信、航太和国防等产业对高效能运算解决方案日益增长的需求。此外,该地区主要半导体製造商的集中以及对5G等新兴技术需求的不断增长,也是推动ASIC晶片市场成长的其他因素。
ASIC晶片市场报告范围
ASIC晶片市场主要参与者分析:
ASIC晶片市场的主要参与者包括德州仪器、比特大陆、英飞凌科技、AMD、英伟达、赛灵思、台积电、三星电子、安森美半导体和英特尔。本研究也分析了其他几家重要公司,以全面展现ASIC晶片市场的生态系统。 ASIC晶片市场的主要参与者正积极投入研发,以获得竞争优势。
最新进展:
ASIC晶片市场的参与者正在采用有机成长和无机成长相结合的策略。以下是ASIC晶片市场近期一些值得关注的发展动态:
The ASIC chip market was valued at US$ 17.19 Billion in 2024 and is projected to grow to US$ 25.38 Billion by 2031, with an anticipated CAGR of 6.3% from 2031 to 2031.
Analyst Perspective:
The primary factors driving the ASIC chip market include advancements in chip technology, a rising demand for customizable integrated circuits (ICs), and an increasing application in consumer electronics. A notable trend impacting the industry dynamics is the adoption of advanced 7-nm technology for ASIC production and the development of structured ASICs tailored for AI, 5G, cloud, and edge computing workloads, alongside the creation of ultra-compact capacitors for portable devices.
ASIC Chip Market Overview:
An application-specific integrated circuit (ASIC) is a specialized type of integrated circuit designed for a specific application. Compared to standard logic integrated circuits or programmable logic devices, ASICs can be smaller and more energy-efficient. However, the downside is that they can be costly to design and manufacture, especially for low-volume production. ASICs are utilized in nearly all electronic devices, serving functions from audio processing to custom image rendering.
Strategic Insights
ASIC Chip Market Driver:
Integration of Advanced Technologies like AI and IoT
The growing demand for ASICs has attracted the attention of major tech companies such as AMD, NVIDIA, and Intel, as ASICs aim to disrupt the conventional CPU and GPU markets. A significant example of ASIC's impact on AI processing is Google's TPU v4 supercomputer, which integrates approximately 4,000 TPUs with optical circuit switching, achieving a tenfold increase in speed while significantly lowering energy consumption. This advancement was facilitated by changes in the system's interconnect topology enabled by Google's proprietary optical circuit switches. The TPU v4 supercomputer exemplifies the potential of ASICs in AI development and paves the way for future innovations. The introduction of ASICs in AI processing marks a transformative development that could reshape the AI landscape. With their exceptional speed and efficiency, ASICs offer tailored solutions for specific tasks, making them ideal for complex processing workloads. ASICs are poised to play a crucial role in the future of AI.
ASIC Chip Market Segmental Analysis:
The ASIC chip market is categorized by type, application, and region. By type, it includes full custom, semi-custom, and programmable logic devices. In terms of application, the market is divided into data processing systems, consumer electronics, telecommunications, medical instrumentation, and others. Regionally, the ASIC chip market is segmented into five key areas: North America, Europe, Asia Pacific (APAC), the Middle East & Africa (MEA), and South America (SAM).
The full custom segment is expected to experience significant CAGR during the forecast period from 2031 to 2031. These ICs provide enhanced speed and reliability while consuming less power. Designers can customize layouts, logic cells, circuits, and mechanical structures, optimizing memory cells on the IC, which reduces processing time and minimizes risks. However, the manufacturing timeline for full custom ASICs is longer, typically around eight weeks for a specific application, compared to semi-custom ASICs.
In 2022, the consumer electronics segment held a substantial share of the global market. This segment is projected to offer lucrative growth opportunities for all stakeholders in the value chain, primarily driven by the increasing use of ASICs in tablets, smartphones, and laptops globally. ASICs provide numerous benefits, including IP security, low power consumption, enhanced bandwidth, and compact size, which are driving their adoption in consumer electronics manufacturing. Additionally, rapid advancements in electronic devices have improved energy efficiency and stability, further propelling the growth of the ASIC chip market. Beyond consumer electronics, these ICs are widely used across various sectors, including telecommunications and medical applications.
ASIC Chip Market Regional Analysis:
The European market is expected to experience rapid revenue growth during the forecast period, driven by the increasing demand for ASICs in industrial automation. Additionally, the rising adoption of autonomous and electric vehicles, along with the growing need for machine vision and robotics in industrial automation, is anticipated to boost the ASIC chip market.
The Asia Pacific market is projected to capture a significant revenue share during the forecast period, fueled by the rising demand for ASIC chips in consumer electronics and telecommunications. The North American market is also expected to hold a substantial revenue share during the forecast period, driven by the growing demand for high-performance computing solutions in sectors such as automotive, telecommunications, aerospace, and defense. Furthermore, the region's concentration of major semiconductor manufacturers and the increasing demand for emerging technologies like 5G are additional factors contributing to the growth of the ASIC chip market.
ASIC Chip Market Report Scope
ASIC Chip Market Key Player Analysis:
Key players in the ASIC chip market include Texas Instruments, Bitmain Technologies Ltd., Infineon Technologies, Advanced Micro Devices, Inc., Nvidia Corporation, Xilinx, Inc., Taiwan Semiconductor Manufacturing Company, Samsung Electronics Co. Ltd., On Semiconductor, and Intel Corporation. Several other significant companies have been analyzed in this research to provide a comprehensive view of the ASIC chip market ecosystem. Prominent players in the ASIC chip market are actively focusing on research and development (R&D) initiatives to gain a competitive edge.
Recent Developments:
Participants in the ASIC chip market are adopting both inorganic and organic strategies. Here are some notable recent developments in the ASIC chip market: