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市场调查报告书
商品编码
1934179
5G晶片组市场-全球产业规模、份额、趋势、机会与预测:IC类型、运作频率、部署类型、产业垂直领域、地区与竞争格局,2021-2031年5G Chipset Market - Global Industry Size, Share, Trends, Opportunities, and Forecast Segmented By IC Type, By Operational Frequency, By Deployment Type, By Industry Vertical, By Region & Competition, 2021-2031F |
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全球 5G 晶片组市场预计将从 2025 年的 484.7 亿美元大幅成长至 2031 年的 1,474.3 亿美元,复合年增长率为 20.37%。
该市场涉及集成电路(例如射频前端模组和调製解调器)的製造和销售,这些集成电路支援工业和消费电子设备中的 5G 蜂窝通讯。该行业的主要驱动力是对低延迟、高频宽数据传输的迫切需求,这对于支援智慧製造、自主系统和城市基础设施数位化至关重要。这些关键需求迫使原始设备製造商 (OEM) 采用相容的半导体,以确保其硬体基础设施能够满足现代网路标准对连接可靠性和资料吞吐量的严格要求。
| 市场概览 | |
|---|---|
| 预测期 | 2027-2031 |
| 市场规模:2025年 | 484.7亿美元 |
| 市场规模:2031年 | 1474.3亿美元 |
| 复合年增长率:2026-2031年 | 20.37% |
| 成长最快的细分市场 | 射频积体电路 |
| 最大的市场 | 北美洲 |
然而,由于网路基础设施(尤其是毫米波频谱部署)的复杂性以及高昂的资本成本,市场扩张面临巨大的障碍。这种经济壁垒往往会延缓成本敏感地区的普及,从而限制组件产量的成长。例如,5G Americas 报告称,到 2025 年,全球 5G 连线数将达到约 26 亿。虽然这一数字显示 5G 普及率很高,但全球基础设施投资分布不均仍限制发展中经济体晶片组供应商的潜在市场规模。
5G智慧型手机和家用电子电器的快速普及正成为晶片组产业销售成长的关键催化剂。随着行动电话製造商积极更新产品线以支援第五代行动通讯标准,消费者连接所需的整合5G数据机和射频模组的订单也随之激增。持续的组件成本下降进一步推动了这一成长势头,使得5G功能得以渗透到中低阶设备。全球行动供应商协会(GSA)在其2024年11月发布的《5G设备生态系统》报告中指出,已发布的5G设备数量已达3142款,为半导体供应商创造了巨大的潜在市场,这也印证了这一以设备为中心的扩张趋势。同时,网路使用量也在不断增长。爱立信报告称,到2024年第三季末,全球5G用户数量将达到21亿,显示市场对搭载晶片组的设备需求将持续旺盛。
随着消费市场的成长,工业4.0和工业自动化的加速部署也为专用于超可靠、低延迟通讯(URLLC)的5G晶片组开闢了一个高附加价值市场。製造工厂和物流中心正越来越多地部署专用5G网络,以连接感测器、自主移动机器人和传统机械设备,这需要工业级晶片来确保安全、持续的资料传输。与家用电子电器不同,这些应用更注重边缘处理能力和稳定性,而非原始吞吐量,从而推动了专用系统晶片(SoC)架构的创新。企业级应用领域的进展显而易见:诺基亚2025年1月发布的财务更新显示,该公司已在全球范围内收购了约850家专用无线网路客户,这反映出蜂窝技术在营运环境中的融合度日益提高,以及晶片组製造商正在努力拓展收入来源,不再局限于饱和的智慧型手机市场。
网路密集化所需的高额资本投入和技术复杂性正显着阻碍全球5G晶片组市场的成长。通讯业者在部署独立组网和毫米波频谱所需的密集基地台网路方面面临巨大的财务压力。这种经济负担迫使许多服务供应商,尤其是在发展中地区的服务供应商,放缓了基础设施部署计画。这反过来又限制了5G网路的物理覆盖范围,直接降低了对基地台基础设施级晶片组的需求,并因覆盖盲区而间接抑制了对消费级设备晶片组的需求。
这套颈部体现在向需要高价值半导体元件的先进网路标准过渡的停滞不前。从非独立组网(NSA)架构升级到独立组网(SA)架构的复杂性,造成了市场预期与实际执行之间存在巨大差距。例如,全球行动供应商协会(GSA)在2025年8月发布的报告显示,儘管全球有173通讯业者者正在投资5G独立网路,但只有77家能够推出商用服务。这种差异凸显了阻碍部署的财务和技术障碍,并有效地限制了先进5G数据机和射频模组製造商的潜在市场规模。
设备内人工智慧 (AI) 和神经处理单元 (NPU) 的整合正在从根本上重塑半导体架构,使生成式 AI 工作负载能够直接在边缘设备上处理。晶片组製造商正在超越标准连接,透过整合专用神经网路引擎,使边缘设备和智慧型手机能够在本地处理大型语言模型,而无需依赖云端。这种架构演进显着提高了每块晶片的价值,因为 OEM 厂商正在寻求高效能逻辑晶片来使其高阶产品脱颖而出。例如,为了凸显这项技术变革带来的财务影响,联发科截至 2025 年 2 月的财年财务报告显示,其具备先进 AI 功能的旗舰 SoC 的收入同比增长超过一倍,在 2024 年达到 20 亿美元。
同时,面向物联网的5G低容量标准(RedCap)的采用,正在催生一个高效能5G和低功率广域网路(LPWAN)的中阶市场细分领域。这一趋势克服了先前阻碍5G在监控系统、穿戴式装置和中阶工业感测器领域普及的复杂性和成本壁垒。这主要得益于晶片组在价格和功耗方面的最佳化,而非追求最大吞吐量。透过剔除高阶数据机中不必要的功能,半导体供应商现在可以瞄准对成本敏感的物联网终端这一庞大市场。全球行动供应商协会(GSA)于2025年3月发布的《5G RedCap》报告便是此基础设施发展趋势的佐证。该报告指出,18个国家的26家通讯业者正在积极部署或投资5G RedCap技术,以支援不断扩展的设备生态系统。
The Global 5G Chipset Market is projected to experience substantial growth, rising from USD 48.47 Billion in 2025 to USD 147.43 Billion by 2031, representing a CAGR of 20.37%. This market involves the manufacturing and sale of integrated circuits, such as radio frequency front-end modules and modems, which facilitate fifth-generation cellular communication in both industrial and consumer devices. The sector is primarily propelled by the urgent need for low-latency and high-bandwidth data transmission essential for supporting smart manufacturing, autonomous systems, and the digitization of urban infrastructure. These critical needs force original equipment manufacturers to incorporate compatible semiconductors, ensuring that hardware infrastructure can handle the rigorous connectivity reliability and data throughput required by modern network standards.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 48.47 Billion |
| Market Size 2031 | USD 147.43 Billion |
| CAGR 2026-2031 | 20.37% |
| Fastest Growing Segment | RFIC |
| Largest Market | North America |
Nevertheless, market expansion faces a significant hurdle due to the high capital costs and technical complexities associated with densifying network infrastructure, especially regarding millimeter-wave spectrum deployment. This economic obstacle frequently delays implementation in cost-sensitive areas, creating a bottleneck for the volume growth of components. To illustrate the current scale of adoption, 5G Americas reported that global 5G connections reached roughly 2.6 billion in 2025. Although this figure suggests strong uptake, the uneven distribution of global infrastructure investment continues to constrain the total addressable market for chipset suppliers within developing economies.
Market Driver
The rapid proliferation of 5G-enabled smartphones and consumer electronics acts as the primary catalyst for volume growth within the chipset sector. As handset manufacturers aggressively update their portfolios to align with fifth-generation standards, there is a corresponding surge in orders for the integrated 5G modems and radio frequency modules required for consumer connectivity. This momentum is further bolstered by continuous reductions in component costs, allowing 5G capabilities to permeate mid-range and budget-tier devices. Highlighting this device-centric expansion, the Global mobile Suppliers Association (GSA) noted in its November 2024 '5G Device Ecosystem' report that the number of announced 5G devices reached 3,142, establishing a massive addressable market for semiconductor vendors. To support this hardware ecosystem, network usage is climbing; Ericsson reported that global 5G subscriptions reached 2.1 billion by the end of the third quarter of 2024, signaling persistent demand for chipset-equipped terminals.
Concurrent with consumer growth, the accelerated deployment of Industry 4.0 and industrial automation is opening a high-value segment for specialized 5G chipsets tailored for ultra-reliable low-latency communications (URLLC). Manufacturing plants and logistics hubs are increasingly adopting private 5G networks to connect sensors, autonomous mobile robots, and legacy machinery, requiring industrial-grade silicon that ensures secure and continuous data flow. Unlike consumer electronics, these applications value edge processing capabilities and stability over raw throughput, driving innovation in specialized system-on-chip architectures. The traction in this enterprise domain is evident; Nokia's January 2025 financial update revealed the company had secured roughly 850 private wireless network customers globally, reflecting the expanding integration of cellular technology into operational environments and diversifying revenue streams for chipset makers beyond the saturated smartphone market.
Market Challenge
The significant capital expenditure and technical complexity required for network densification severely impede the growth of the Global 5G Chipset Market. Telecommunication operators face immense financial pressure to deploy the dense grid of base stations needed for Standalone architectures and millimeter-wave spectrum. This economic burden compels many service providers, especially in developing regions, to decelerate their infrastructure rollout plans. Consequently, this slowdown limits the physical footprint of 5G networks, directly reducing the volume of infrastructure-grade chipsets required for base stations and indirectly suppressing demand for consumer device chipsets as coverage gaps remain.
This bottleneck is further evidenced by the sluggish migration to advanced network standards that necessitate higher-value semiconductor components. The complexity involved in upgrading from Non-Standalone to Standalone architectures creates a tangible gap between market ambition and actual execution. For instance, the Global mobile Suppliers Association (GSA) reported in August 2025 that while 173 operators globally were investing in 5G Standalone networks, only 77 had successfully launched commercial services. This disparity highlights how financial and technical barriers stall deployment, effectively capping the total addressable market for manufacturers producing advanced 5G modems and radio frequency modules.
Market Trends
The integration of On-Device Artificial Intelligence and Neural Processing Units is fundamentally reshaping semiconductor architectures to facilitate generative AI workloads directly at the edge. Chipset manufacturers are moving beyond standard connectivity functions by embedding dedicated neural engines that enable edge devices and smartphones to process large language models locally without relying on the cloud. This architectural evolution significantly increases the silicon value per unit, as original equipment manufacturers seek high-performance logic to differentiate their premium tiers. Highlighting the financial impact of this technical shift, MediaTek's February 2025 financial update reported that revenue from flagship system-on-chips featuring advanced AI capabilities more than doubled year-over-year to reach $2 billion in 2024.
Simultaneously, the adoption of 5G Reduced Capability (RedCap) Standards for IoT is creating a new intermediate market segment between high-performance 5G and low-power wide-area networks. This trend addresses the complexity and cost barriers that previously hindered 5G adoption in surveillance, wearables, and mid-tier industrial sensors by optimizing chipsets for a balance of price and power consumption rather than maximum throughput. By removing unnecessary features found in premium modems, semiconductor vendors can now target a massive volume of cost-sensitive IoT endpoints. Validating this infrastructure commitment, the Global mobile Suppliers Association (GSA) stated in its March 2025 '5G RedCap' report that 26 operators across 18 countries were actively deploying or investing in 5G RedCap technology to support this expanding device ecosystem.
Report Scope
In this report, the Global 5G Chipset Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:
Company Profiles: Detailed analysis of the major companies present in the Global 5G Chipset Market.
Global 5G Chipset Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report: