物联网、嵌入式与行动处理器：实现普遍创新的核心技术

处理器是运算创新的基础，推动着边缘AI、工作负载最佳化和作业系统功能的快速发展。

本报告分析了物联网、嵌入式和行动系统中使用的商用微处理器单元/中央处理单元（MPU/CPU）、微控制器（MCU）、现场可程式闸阵列（FPGA）和系统单晶片（SoC）的全球市场。除了广泛的市场规模、细分和预测之外，本研究还探讨了硬体工程师、软体开发人员以及原始设备製造商、整合商和其他工程组织的其他人员的当前需求、偏好、依赖关係和投资领域。

报告摘录

回答了什么问题？

• 对硬体加速的无限需求如何透过处理器类型、架构和占用空间来塑造市场机会？
• 到2028年，哪个垂直产业将成为嵌入式处理器市场成长最快的产业？
• 嵌入式 MPU/CPU、MCU、DSP、FPGA、SoC 和行动 SoC 的主要供应商有哪些？
• 嵌入式处理器的领先供应商如何改善其产品组合、软体开发环境/平台和服务以满足市场需求？
• 加工商与供应商之间的当前架构格局如何？
• 以嵌入式处理器类型划分，最大的成长机会在哪里？
• 不同规模的组织中的嵌入式工程师和开发人员的不同群体对其嵌入式处理器供应商有何期望？

目录

本报告的内容

将解决哪些问题？

谁应该阅读此报告？

本报告中的技术供应商

需求方研究概述

执行摘要

• 主要调查结果

全球市场概览

• 市场进入策略需要多方面
• 边缘人工智慧具有大众市场潜力
  • 神经处理的发展
  • 生成式人工智慧处理器市场启动
• 嵌入式小晶片仍未问世
• 近期发展
  • 併购

区域分析

• 美洲
• 欧洲、中东和非洲
• 亚太地区
  • 晶片战争愈演愈烈，RISC-V 的采用加速

垂直市场

• 汽车
• 航空航太和国防
• 通讯与网路
• 工业自动化
• 行动装置
• 新兴产业

CPU架构的作用

• ARM
• Intel架构/x86
• RISC-V
• 其他

竞争格局与概况

• AMD
• Arm
• Infineon Technologies
• Intel
• MediaTek
• Microchip Technology
• NXP Semiconductors
• Qualcomm
• Renesas
• STMicroelectronics

最终用户洞察

• 硬体创新和软体开发支援提升了供应商声誉
• 计算位置混淆了垂直优先权
• 价格并不是选择处理器的唯一因素
• 软体堆迭因处理器类型和最终用途而异

关于作者

关于VDC Research

Inside this Report

Processors are the bedrock of computing innovation and have been the leading force behind rapid advances in edge AI, workload optimization, and operational system capabilities. This report analyzes the global market for merchant microprocessor units/central processing units (MPUs/CPUs), microcontrollers (MCUs), field- programmable gate arrays (FPGAs), and system-on-chips (SoCs) used in IoT, embedded and mobile systems. In addition to extensive market sizing, segmentations, and forecasting, this research also investigates the current requirements, preferences, dependencies, and areas of investment for hardware engineers, software developers, and others at OEMs, integrators, and other engineering organizations.

Report Excerpt

What Questions are Addressed?

• How is insatiable demand for hardware acceleration shaping the market opportunities for different processor types, architectures, and footprints?
• Which industry segments are expected to grow the fastest in the embedded processor market through 2028?
• Who are the leading suppliers of embedded MPUs/CPUs, MCUs, DSPs, FPGAs, SoCs and Mobile SoCs?
• How have leading embedded processor suppliers evolved their product portfolios, software development environments/platforms, and services to align with market needs?
• What does the current architectural landscape look like among processor suppliers?
• Where is the largest growth opportunity for different embedded processor types?
• What do different communities of embedded engineers and developers working at organizations of various sizes and origins expect of embedded processor suppliers?

Key Findings

• The global market for IoT, embedded and mobile processors has flourished over recent years and, despite a turbulent 2024, is expected to regain a steady growth trajectory through 2028.
• With supply and component shortages now largely overcome, some leading suppliers are now contending with large fluctuations in oversupply of existing SKUs and product inventory against current demand in some industries.
• The rapid advancement of AI and machine learning still has significant runway remaining within the embedded processor market for new design wins and retrofits/updates.
• Geopolitical issues are hampering some embedded processor technology access across borders but are also fueling dramatic R&D investments across several leading countries in the market.
• Distributors/resellers and embedded motherboard, modules, and integrated system/server vendors are critical channels to market for aligning with the evolving preferences of processor end users.
• VDC's survey of embedded engineers and developers found that the amount of computation taking place at the far edge (i.e., endpoint sensors, machinery/equipment) is considerably higher for organizations in A&D, automotive, and industrial automation than others, which have more processing taking place in edge gateways and near-edge infrastructure.

Who Should Read this Report?

This report was written for those making critical decisions regarding product, market, channel, and competitive strategy and tactics. This report is intended for senior decision-makers who are developing embedded solutions, including:

Table of Contents

Inside this Report

What Questions are Addressed?

Who Should Read this Report?

Technology Suppliers in this Report

Demand-side Research Overview

Executive Summary

• Key Findings

Global Market Overview

• Go-to-market Strategies Must be Multifaceted
• Edge AI is Reaching Mass Market Potential
  • Neural Processing Takes Off
  • The Generative AI Processor Market is Beginning to Stir
• Chiplets are Still on the Horizon for Embedded
• Recent Developments
  • Mergers and Acquisitions

Regional Analysis

• Americas
• Europe, Middle East, and Africa
• Asia-Pacific
  • RISC-V Adoption Accelerates Amidst the Escalating Chip War

Vertical Markets

• Automotive
• Aerospace & Defense
• Communications & Networking
• Industrial Automation
• Mobile Devices
• Emerging Verticals

Role of CPU Architectures

• ARM
• Intel Architecture/x86
• RISC-V
• Others

Competitive Landscape & Profiles

• AMD
• Arm
• Infineon Technologies
• Intel
• MediaTek
• Microchip Technology
• NXP Semiconductors
• Qualcomm
• Renesas
• STMicroelectronics

End-user Insights

• Hardware Innovation and Software Development Support Boost Vendor Ratings
• Computation Location Scrambles Vertical Priorities
• Processor Selection Criteria Extends Beyond Price
• Software Stacks Vary Based on Processor Type and End Application

About the Authors

About VDC Research

List of Report Exhibits

• Exhibit 1: Global Shipments of Embedded Processors Segmented by Processor Type, 2023-2028 (Billions of Dollars)
• Exhibit 2: Global Shipments of Embedded Processors Segmented by Processor Type, 2024 & 2028 (Unit Shipments)
• Exhibit 3: Global Shipments of Embedded Processors Segmented by Region, 2024 (Percentage of Revenue)
• Exhibit 4: Global Shipments of Embedded MPUs/CPUs Segmented by Vertical Market (US$ in Billions, Percentage of Revenue)
• Exhibit 5: Global Shipments of Embedded MCUs Segmented by Vertical Market (US$ in Billions, Percentage of Revenue)
• Exhibit 6: Global Shipments of Embedded FPGAs Segmented by Vertical Market (US$ in Billions, Percentage of Revenue)
• Exhibit 7: Global Shipments of Embedded SoCs Segmented by Vertical Market (US$ in Billions, Percentage of Revenue)
• Exhibit 8: Global Shipments of Embedded MSoCs Segmented by Vertical Market (US$ in Billions, Percentage of Revenue)
• Exhibit 9: Current Architectural Support Among Leading Embedded Processor Suppliers
• Exhibit 10: Global Shipments of Embedded Processors Segmented by CPU Architecture, 2024 (Percentage of Unit Shipments) Exhibit 11 Leading Embedded Processor Vendor Shares Segmented by Processor Type, 2024 (Percentage of Revenue)
• Exhibit 12: Rating of Experience with Embedded Processor Suppliers (Average of Responses) Exhibit 13 Amount of Overall Computation Being Done by Location (Average of Responses)
• Exhibit 14: Most Important Characteristics When Choosing an Embedded Processor (Percentage of Respondents) Exhibit 15 Embedded Software Stack Components Required on Current Project (Percentage of Respondents)

List of Market Data Exhibits

Embedded MPU/CPU

• Exhibit 1: Total Embedded MPU/CPU Market, Dollar Volume & Unit Shipments, 2023-2028
• Exhibit 2: Embedded MPU/CPU Market Segmented by Vertical, Dollar Volume Shipments, 2023-2028
• Exhibit 3: Embedded MPU/CPU Market Segmented by Vertical, Unit Shipments, 2023-2028
• Exhibit 4: Embedded MPU/CPU Market Segmented by Geographic Region, Dollar Volume Shipments, 2023-2028
• Exhibit 5: Embedded MPU/CPU Market Segmented by Geographic Region, Unit Shipments, 2023-2028
• Exhibit 6: Embedded MPU/CPU Market Segmented by Distribution Channel, Dollar Volume Shipments, 2023-2028
• Exhibit 7: Embedded MPU/CPU Market Segmented by Distribution Channel, Unit Shipments, 2023-2028
• Exhibit 8: Embedded MPU/CPU Market Segmented by Bit Count, Dollar Volume Shipments, 2023-2028
• Exhibit 9: Embedded MPU/CPU Market Segmented by Bit Count, Unit Shipments, 2023-2028
• Exhibit 10: Embedded MPU/CPU Market Segmented by Core Count, Dollar Volume Shipments, 2023-2028
• Exhibit 11: Embedded MPU/CPU Market Segmented by Core Count, Unit Shipments, 2023-2028
• Exhibit 12: Embedded MPU/CPU Market Segmented by Core Architecture, Dollar Volume Shipments, 2023-2028
• Exhibit 13: Embedded MPU/CPU Market Segmented by Core Architecture, Unit Shipments, 2023-2028
• Exhibit 14: Embedded MPU/CPU Market, Vendor Shares, Dollar Volume Shipments, 2023

Embedded MCU

• Exhibit 1: Total Embedded MCU Market, Dollar Volume & Unit Shipments, 2023-2028
• Exhibit 2: Embedded MCU Market Segmented by Vertical, Dollar Volume Shipments, 2023-2028
• Exhibit 3: Embedded MCU Market Segmented by Vertical, Unit Shipments, 2023-2028
• Exhibit 4: Embedded MCU Market Segmented by Geographic Region, Dollar Volume Shipments, 2023-2028
• Exhibit 5: Embedded MCU Market Segmented by Geographic Region, Unit Shipments, 2023-2028
• Exhibit 6: Embedded MCU Market Segmented by Distribution Channel, Dollar Volume Shipments, 2023-2028
• Exhibit 7: Embedded MCU Market Segmented by Distribution Channel, Unit Shipments, 2023-2028
• Exhibit 8: Embedded MCU Market Segmented by Bit Count, Dollar Volume Shipments, 2023-2028
• Exhibit 9: Embedded MCU Market Segmented by Bit Count, Unit Shipments, 2023-2028
• Exhibit 10: Embedded MCU Market Segmented by Core Count, Dollar Volume Shipments, 2023-2028
• Exhibit 11: Embedded MCU Market Segmented by Core Count, Unit Shipments, 2023-2028
• Exhibit 12: Embedded MCU Market Segmented by CPU Architecture, Dollar Volume Shipments, 2023-2028
• Exhibit 13: Embedded MCU Market Segmented by CPU Architecture, Unit Shipments, 2023-2028
• Exhibit 14: Embedded MCU Market, Vendor Shares, Dollar Volume Shipments, 2023

Embedded FPGA

• Exhibit 1: Total Embedded FPGA Market, Dollar Volume & Unit Shipments, 2023-2028
• Exhibit 2: Embedded FPGA Market Segmented by Vertical, Dollar Volume Shipments, 2023-2028
• Exhibit 3: Embedded FPGA Market Segmented by Vertical, Unit Shipments, 2023-2028
• Exhibit 4: Embedded FPGA Market Segmented by Geographic Region, Dollar Volume Shipments, 2023-2028
• Exhibit 5: Embedded FPGA Market Segmented by Geographic Region, Unit Shipments, 2023-2028
• Exhibit 6: Embedded FPGA Market Segmented by Distribution Channel, Dollar Volume Shipments, 2023-2028
• Exhibit 7: Embedded FPGA Market Segmented by Distribution Channel, Unit Shipments, 2023-2028
• Exhibit 8: Embedded FPGA Market, Vendor Shares, Dollar Volume Shipments, 2023

Embedded System-on-Chip

• Exhibit 1: Total Embedded System-on-Chip Market, Dollar Volume & Unit Shipments, 2023-2028
• Exhibit 2: Embedded System-on-Chip Market Segmented by Vertical, Dollar Volume Shipments, 2023-2028
• Exhibit 3: Embedded System-on-Chip Market Segmented by Vertical, Unit Shipments, 2023-2028
• Exhibit 4: Embedded System-on-Chip Market Segmented by Geographic Region, Dollar Volume Shipments, 2023-2028
• Exhibit 5: Embedded System-on-Chip Market Segmented by Geographic Region, Unit Shipments, 2023-2028
• Exhibit 6: Embedded System-on-Chip Market Segmented by Distribution Channel, Dollar Volume Shipments, 2023-2028
• Exhibit 7: Embedded System-on-Chip Market Segmented by Distribution Channel, Unit Shipments, 2023-2028
• Exhibit 8: Embedded System-on-Chip Market Segmented by Bit Count, Dollar Volume Shipments, 2023-2028
• Exhibit 9: Embedded System-on-Chip Market Segmented by Bit Count, Unit Shipments, 2023-2028
• Exhibit 10: Embedded System-on-Chip Market Segmented by Core Count, Dollar Volume Shipments, 2023-2028
• Exhibit 11: Embedded System-on-Chip Market Segmented by Core Count, Unit Shipments, 2023-2028
• Exhibit 12: Embedded System-on-Chip Market Segmented by CPU Architecture, Dollar Volume Shipments, 2023-2028
• Exhibit 13: Embedded System-on-Chip Market Segmented by CPU Architecture, Unit Shipments, 2023-2028
• Exhibit 14: Embedded System-on-Chip Market, Vendor Shares, Dollar Volume Shipments, 2023

Embedded Mobile System-on-Chip

• Exhibit 1: Total Embedded Mobile System-on-Chip Market, Dollar Volume & Unit Shipments, 2023-2028
• Exhibit 2: Embedded Mobile System-on-Chip Market Segmented by Vertical, Dollar Volume Shipments, 2023-2028
• Exhibit 3: Embedded Mobile System-on-Chip Market Segmented by Vertical, Unit Shipments, 2023-2028
• Exhibit 4: Embedded Mobile System-on-Chip Market Segmented by Region, Dollar Volume Shipments, 2023-2028
• Exhibit 5: Embedded Mobile System-on-Chip Market Segmented by Region, Unit Shipments, 2023-2028
• Exhibit 6: Embedded Mobile System-on-Chip Market Segmented by Channel, Dollar Volume Shipments, 2023-2028
• Exhibit 7: Embedded Mobile System-on-Chip Market Segmented by Channel, Unit Shipments, 2023-2028
• Exhibit 8: Embedded Mobile System-on-Chip Market Segmented by Bit Count, Dollar Volume Shipments, 2023-2028
• Exhibit 9: Embedded Mobile System-on-Chip Market Segmented by Bit Count, Unit Shipments, 2023-2028
• Exhibit 10: Embedded Mobile System-on-Chip Market Segmented by Core Count, Dollar Volume Shipments, 2023-2028
• Exhibit 11: Embedded Mobile System-on-Chip Market Segmented by Core Count, Unit Shipments, 2023-2028
• Exhibit 12: Embedded Mobile System-on-Chip Market Segmented by CPU Architecture, Dollar Volume Shipments, 2023-2028
• Exhibit 13: Embedded Mobile System-on-Chip Market Segmented by CPU Architecture, Unit Shipments, 2023-2028
• Exhibit 14: Embedded Mobile System-on-Chip Market, Vendor Shares, Dollar Volume Shipments, 2023

IoT & Embedded Engineering Survey

• Exhibit 1: Primary Role Within Company/Organization
• Exhibit 2: Respondent's Organization's Primary Industry
• Exhibit 3: Total Number of Employees at Respondent's Organization
• Exhibit 4: Primary Region of Residence
• Exhibit 5: Primary Country of Residence