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市場調查報告書

全球IoT(物聯網)&嵌入式處理器的市場:市場分析

The Global Market for IoT & Embedded Processors - Market Analysis

出版商 VDC Research Group, Inc. 商品編碼 316189
出版日期 內容資訊 英文
商品交期: 最快1-2個工作天內
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全球IoT(物聯網)&嵌入式處理器的市場:市場分析 The Global Market for IoT & Embedded Processors - Market Analysis
出版日期: 2014年10月07日 內容資訊: 英文
簡介

嵌入式處理器的市場廣泛地適應設備等級和各種引進目的地般的迅速變化。特別是IoT(物聯網),是可帶給處理器供應商巨大市場機會的領域,還有,也有重新構成傳統內建式市場的領域。IoT今後數年將成為嵌入式處理器市場的主要成長推動要素。

本報告提供全球嵌入式處理器(CPU、GPU、MCU、SoC)的市場相關調查、各種的出貨數及收益的變化與預測、各地區的趨勢、各最終用途產業的比較分析,與新抬頭的IoT部門的詳細趨勢分析、競爭環境與供應商的市場佔有率、終端用戶的選擇標準及必要條件等彙整資料。

摘要整理

  • 主要調查結果

全球市場概要與預測

  • 全球市場概要
  • 全球市場相關考察、分析
    • 5年預測:物聯網(IoT)促進新的用途
    • 最近的發展
    • 競爭環境

地區預測

  • 南北美洲
    • 概要
    • 考察、分析
  • 歐洲、中東、非洲
    • 概要
    • 考察、分析
  • 亞太地區
    • 概要
    • 考察、分析

各終端用戶產業比較預測

  • 概要
  • 汽車
  • 通訊、網路
  • 行動裝置
    • 考察、分析
  • 新的IoT市場
    • 考察、分析

競爭環境

  • 概要
  • 考察、分析
    • 市場概要
    • 供應商分析

終端用戶趨勢、分析

  • 處理器的選擇標準
    • 概要
    • 考察、分析
  • 輸出必要條件
    • 概要
    • 考察、分析

關於本報告

目錄

Embedded processor markets are rapidly evolving to suit a growing number of different device classes and applications. The Internet of Things (IoT) in particular will present a wealth of new growth opportunities for processor vendors while concurrently reshaping traditional embedded markets. This research analyzes the market for commercially available CPUs, GPUs, MCUs, and SoCs and their role in powering future embedded systems.

What Questions are Addressed

  • Will Intel be able to make an impact in mobile devices and wrestle the stranglehold from ARM's architectures
  • How are 8- and 16-bit MCU markets faring against newer 32-bit architectures
  • Which vertical markets are driving the IoT movement
  • How severe is the impact of SoCs on discrete processor markets
  • What regions and countries constitute the greatest demand for current and future embedded processors
  • How are suppliers differentiating their solutions through software and tooling
  • Which markets will continue to be profitable for standalone GPU vendors

The Internet of Things will be a major growth driver for embedded processor markets over the next several years. The rise in connectivity across industries has produced new applications and opportunities for embedded hardware suppliers and OEMs alike. However, competition is intensifying among processor vendors and other ecosystem players for control of multiple layers of the embedded/IoT stack - including processor architectures, connectivity protocols and standards, development tools and platforms, and more. Suppliers must align their product roadmaps, partnerships, and technical/professional support services to facilitate OEMs' next-generation embedded systems.

[Data available in full report.]

Key Findings

  • The compound annual growth rate (CAGR) for the global CPU, GPU, MCU, and SoC markets from 2013 to 2018 is projected at X.X%, X.X%, X.X%, and XX.X%, respectively.
  • Automotive and industrial automation remain key industries for embedded processor markets and will grow further as a result of the IoT.
  • MIPS and x86 have made efforts in the past 12 months to reach new mobile device classes such as wearables, but ARM already has a head start, having helped several successful devices go to market.
  • Embedded SoCs will continue to displace the market opportunity for discrete processor types - particularly for GPUs.
  • Most embedded processors through 2018 will be shipped to China and the Asia-Pacific.
  • Processor selection criteria vary between processor types; price and performance rule the roost for CPUs and MCUs, while power consumption is the primary criterion for SoCs.

Global Market Overview and Forecast

Global Market at a Glance

Exhibit 1:
Forecasted Global Shipments of IoT & Embedded Processors
by Revenue (US $M/B)

Global Market Ideas & Insights

Five-Year Forecast: IoT is Driving New Applications

The IoT & embedded processor markets for central processing units (CPUs), graphics processing units (GPUs), microcontrollers (MCUs), and system-on-chips (SoCs) will see varying growth throughout the next five years. The embedded SoC market generated global 2013 revenues of approximately $XX.XB, followed by the markets for MCUs, CPUs, and GPUs with $XX.XB, $X.XB, and $XXM, respectively. Traditional embedded markets are under siege by growing user requirements propelled by the Internet of Things (IoT). Various device classes across industries now demand seamless connectivity to support new applications and services - that which require more processing power and, in the case of MCUs and SoCs, integrated peripheral support from embedded processors.

The ecosystems surrounding embedded architectures remain in constant flux, with everyone positioning themselves as the prime candidate for the next big embedded opportunity. The ARM ecosystem continues to expand its grasp within high-growth processor markets in the Asia-Pacific and China, particularly for mobile devices including smartphones and tablets. Intel, on the other hand, has launched several new products and platforms in the past 12 months specifically targeting wearables and IoT devices like sensors and gateways. Imagination Technologies is also attempting to breathe new life into MIPS with new architectures for device classes from mobile devices to high-end networking and storage.

Increasing demand for pervasive M2M connectivity and richer user experiences across industries has spurred new opportunities for growth in both traditional and emerging embedded processor markets. For instance, processing requirements within the automotive industry are rapidly escalating to support new advanced driver assistance applications, connected infotainment and telematics systems, and ultimately, autonomous driving. The energy and industrial automation sectors are also hotbeds for growth over the next five years as deployments for smart grids/metering and connected factories progress from pilots and proof-of-concept stages to full-scale rollouts. The resulting surge in M2M connections and traffic will progressively strain communications and networking infrastructures - requiring high-performance CPUs and new device classes such as M2M and intelligent gateways.

Embedded software and tooling are an integral part to a vendor's embedded processor products, platforms, and solutions. OEMs and other end users are looking to reuse their software investments and accelerate their pace of innovation to supply truly differentiated products. By supplying or supporting more of the middleware or application stack, vendors are looking to facilitate the end-to-end development of embedded designs through supported architecture ecosystems and in-house resources. Software and tools are also opportunities for vendors to enable/capture more of end device designs given the migration of value up the solution stack.

Recent Developments

The IoT & embedded processor market has seen a number of new product/platform rollouts and other developments in the past 12 months. Most of the action has centered on the development of embedded architectures for next-generation systems, rollout of standards bodies to guide the IoT, and new solutions for emerging device classes.

The 64-bit architecture space has grown dramatically in the past 12 months. For mobile devices in particular, VDC has seen progressively more OEM rollouts featuring ARM, MIPS, and x86 64-bit architectures. ARM is looking to move into high-end communications and networking applications with its Cortex-A53 and Cortex-A57 cores, but Intel has built a strong ecosystem for those OEMs with its microarchitectures and Xeon products.

Intel helped found the Industrial Internet Consortium in March 2014 alongside AT&T, Cisco, GE, and IBM to establish interoperability across industrial environments for the IoT. Intel also helped found the Open Interconnect Consortium in July 2014. The company aims to be on the forefront of establishing pervasive M2M solutions and influencing the underlying lower-level protocols and standards. Likewise, ARM helped launch the low-power networking protocol Thread in July 2014 for smart home applications alongside vendors Nest (Google) and Samsung.

Both ARM and Intel have made significant announcements and investments specifically for embedded hardware in the IoT space for several different device classes. For example, Intel launched its Gateway Solutions for the IoT in April 2014, which provides OEMs with pre-integrated, pre-validated hardware (Atom processors) and software (McAfee and Wind River investments) building blocks for gateway devices. ARM has similarly been using its Sensinode acquisition and “mbed” platform to help facilitate IoT prototyping and designs.

XX Commercial in Confidence.

Table of Contents

Executive Summary

  • Key Findings

Global Market Overview and Forecast

  • Global Market at a Glance
    • Exhibit 1: Forecasted Global Shipments of Embedded Processors by Revenue (US $M/B)
    • Exhibit 2: Forecasted Global Shipments of Embedded Processors by Units
  • Global Market Ideas & Insights
    • Five-Year Forecast: IoT is Driving New Applications
    • Recent Developments
    • Competitive Landscape

Regional Forecasts

  • The Americas
    • At a Glance
      • Exhibit 3: Forecasted Americas Shipments of Embedded Processors (US $M)
    • Ideas & Insights
  • Europe, the Middle East, and Africa (EMEA)
    • At a Glance
      • Exhibit 4: Forecasted EMEA Shipments of Embedded Processors (US $M)
    • Ideas & Insights
  • Asia-Pacific (APAC)
    • At a Glance
      • Exhibit 5: Forecasted APAC Shipments of Embedded Processors (US $M)
    • Ideas & Insights

Comparative Forecast by Vertical Market

  • At a Glance
    • Exhibit 6: Vertical Market Share Forecast for Embedded CPUs (US $M)
    • Exhibit 7: Vertical Market Share Forecast for Embedded GPUs (US $M)
    • Exhibit 8: Vertical Market Share Forecast for Embedded MCUs (US $M)
    • Exhibit 9: Vertical Market Share Forecast for Embedded SoCs (US $M)
  • Automotive
  • Communications and Networking
  • Mobile Devices
    • Ideas & Insights
  • Emerging IoT Markets
    • Ideas & Insights

Competitive Landscape

  • At a Glance
    • Exhibit 10: Supplier Market Share for Embedded CPUs by Revenue (percentage of dollars)
    • Exhibit 11: Supplier Market Share for Embedded GPUs by Revenue (percentage of dollars)
    • Exhibit 12: Supplier Market Share for Embedded MCUs by Revenue (percentage of dollars)
    • Exhibit 13: Supplier Market Share for Embedded SoCs by Revenue (percentage of dollars)
  • Competitive Landscape Ideas & Insights
    • Market Overview
    • Vendor Insights

End-User Trends and Insights

  • Processor Selection Criteria
    • At a Glance
      • Exhibit 14: Processor Selection Criteria Segmented by Processor Type (percentage of respondents)
    • Ideas & Insights
  • Power range requirements
    • At a Glance
      • Exhibit 15: Processor Power Range Requirements Segmented by Primary Processor Architecture (percentage of respondents)
    • Ideas & Insights
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