Not only are these ICs the "hottest" part of the highest growing technology sectors, they are, in fact, interrelated.
Advanced driver-assistance systems (ADAS) are ubiquitous in autonomous vehicles. ADAS uses CMOS Integrated Sensors, memory, processing, and networking to detect road conditions and provide feedback to drivers-and in some cases to drive the vehicle off the road if there are unsafe conditions.
Besides powering ADAS and autonomous vehicles, AI is also a key enabler of voice recognition technologies, smart cities, and the Internet of Things (IoT). AI alongside the development of greater universal connectivity will enable new services that can benefit consumers in many ways.
Real-world fleets of autonomous vehicles are now ready for commercial deployment and many auto companies already provide some level of autonomous vehicle technology in their latest models. It is likely that on the show floor and in conference presentations we will see new uses for these AI-driven vehicles. We'll also see how possible problems are being tackled before the technology moves more into the consumer space.
The growth in mobile and personal devices, and their need for energy-efficient electronics, will lead to new ways to store information for immediate processing as well as long-term storage. The report details storage and memory products including those using traditional (NAND and DRAM) memories and emerging memories, such as phase change memory (PCM), magnetic random access memory (MRAM) or resistive random access memory. With the end of Moore's-law computer-lithography scaling, there is also a move to more specialized processing capability, tied to particular applications.
This report examines in detail Artificial Intelligence (AI), 5G, CMOS Image Sensor, and Memory Chips (DRAM, NAND, NVM). Markets for the ICs and their applications are forecast to 2025, and market shares given in each sector.
Table of Contents
1.0. Executive Summary
2.0. Automotive
- 2.1. Automotive Industry Metrics
- 2.2. Automotive Semiconductor Industry
- 2.2.1. Automotive Memory Semiconductors
- 2.2.2. Automotive Semiconductors By Type
- 2.2.2.1 Microcontrollers
- 2.2.2.2 ASSP/ASICs
- 2.2.2.3 Analog
- 2.2.2.4 Discrete
- 2.3. Key Technology And Component Suppliers
- NXP
- STMicroelectronics
- Renesas Electronics
- Nvidia
- Intel (Mobileye and Moovit)
- Skyworks
- Qualcomm
- onsemi
- Texas Instruments
- Analog Devices
- 2.4. Automotive/ Advanced Driver Assistance Systems (ADAS)
- 2.4.1. Competition from Alternative Automotive AI Chips
- Intel-Mobileye
- Qualcomm
- Nvidia
- Huawei
- Horizon Robotics
- Black SesameTechnologies
- Xin Chi Technology
- Tesla
- 2.5. LiDAR Sensors
- 2.5.1. LiDAR - Cost Considerations
- 2.5.2. Automotive Applications
- 2.5.3. LiDAR Suppliers
- Velodyne
- Luminar
- Aeva
- Ouster
- Innoviz
- Hesai
- Livox
- Innovusion
3.0. 5G
- 3.1. 5G Chip Technology and Trends
- 3.2. Applications
- 3.2.1. Mobile Handsets
- 3.2.2. Interdisciplinary Connections
- 3.3. Market Analysis
- 3.3.1. Market Forecasts
- 3.3.2. New Components For 5G vs 4G
- 3.3.2.1 5G Modem Chip Overview
- 3.3.2.2 5G Chips
- 3.3.2.3 mmWave Modules
- 3.3.2.4 Traditional MIMO Antennas
- 3.4. 5G Chip Supplier Products and Profiles
- Analog Devices
- Anokiware
- Apple
- Broadcom
- Huawei
- Infineon
- Intel
- Inphi
- Microchip
- MediaTek
- Marvell
- M/A-Com
- NXP Semiconductor
- Onsemi
- Qualcomm
- Qorvo
- Samsung Electronics
- Sivers IMA
- Skyworks Solutions
- STMicroelectronics
- Teradyne
- Texas Instruments
- Win Semiconductors
- Xilinx
4.0. Artificial Intelligence (AI)
- 4.1. AI Technology and Trends
- 4.1.1. Cloud AI Computing
- 4.1.2. Edge AI Computing
- 4.1.3 The Elements Of Artificial Intelligence
- 4.1.3.1 Importance Of Training And Inference
- 4.1.3.2 The Growing Importance Of Accelerators In Dc Spending
- 4.1.3.3 Training Costs
- 4.1.3.4 Generative AI
- 4.2. Market Analysis
- 4.2.1. AI Chip Revenue Forecast
- 4.3. Applications
- 4.3.1. Industry Applications of AI
- 4.3.1.1 Smart Healthcare
- 4.3.1.2 Smart Security
- 4.3.1.3 Smart Finance
- 4.3.1.4 Smart Grid
- 4.3.1.5 Smart Hone
- 4.3.2. AI-Powered Devices
- 4.3.2.1 Smart Speakers
- 4.3.2.2 Drones
- 4.3.2.3 Intelligent Robots
- 4.3.3 Military/Defense Applications
- 4.3.3.1 China's AI Plan
- 4.3.2.1 Driverless Vehicles
- 4.3.2.2 Computer Chips
- 4.3.2.3 Financial
- 4.3.2.4 Facial Recognition
- 4.3.2.5 Retail
- 4.3.2.6 Robots
- 4.3.3. AI Chip Revenue Forecast
- 4.4. AI Chip Technology
- 4.4.1. Graphics Processing Unit (GPU)
- 4.4.2. Field Programmable Gate Array (FPGA)
- 4.4.3. Application Specific Integrated Circuits (ASIC)
- 4.4.4. Neuromorphic Chips
- 4.4.5. Data Processing Units (DPUs)
- 4.5. AI Chip Supplier Products and Profiles
- 4.5.1. IC Vendors
- Achronix
- AMD
- Ampere
- Biren Technology
- Flex Logix
- IBM
- Intel
- MediaTek
- Nvidia
- NXP
- Qualcomm
- Rockchip
- Samsung Electronics
- STMicroelectronics
- Tentsorrent
- Xilinx
- 4.5.2. Cloud Providers - Tech Leaders
- Alibaba
- Alibaba Cloud
- Amazon
- Apple
- Baidu
- Meta
- Fujitsu
- Google
- Huawei Cloud
- Microsoft
- Nokia
- Tencent Cloud
- Tesla
- 4.5.3. IP Vendors
- ARM
- CEVA
- Imagination
- VeriSilicon
- Videantis
- 4.5.4. Startups Worldwide
- Adapteva
- aiCTX
- AImotive
- AlphaICs
- Anari AI
- Blaize
- BrainChip
- Cerebras Systems
- Cornami
- DeepScale
- Anari AI
- Esperanto Technologies
- Graphcore
- GreenWaves Technology
- Groq
- Hailo AI
- KAIST
- Kalray
- Kneron
- Knowm
- Koniku
- Mythic
- SambaNova Systems
- Tachyum
- Via
- videantis
- Wave Computing
- 4.5.5. Startups in China
- AISpeech
- Bitmain
- Cambricon
- Chipintelli
- DeePhi Tech
- Horizon Robotics
- NextVPU
- Rokid
- Thinkforce
- Unisound
5.0. Memory Chips
- 5.1. Memory Technology and Trends
- 5.1.1. DRAM
- 5.1.2. NAND
- 5.1.3. NVRAM - MRAM, RRAM, and FERAM
- 5.2. Applications
- 5.2.1. DRAM
- 5.2.1.1 Server
- 5.2.1.2 PC
- 5.2.1.3 Graphics
- 5.2.1.4 Mobile
- 5.2.1.5 Consumer
- 5.2.2. NAND
- 5.2.2.1 SSD
- 5.2.2.2 PC
- 5.2.2.3 TV
- 5.2.2.4 Mobile
- 5.2.2.5 USB
- 5.3. Market Analysis
- 5.4. Memory Chip Supplier Products and Profiles
- CXMT
- Fujian
- GigaDevice Semiconductor
- Intel
- Micron Technology
- Nanya
- Powerchip Technology
- Samsung Electronics
- SK Hynix
- Toshiba (Kloxia)
- Tsinghua Chongqing
- Western Digital
- Winbond
- YMTC