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市場調查報告書

5G帶動記憶體,功率,人工智慧半導體的成長機會:到2025年的預測

Growth Opportunities for Memory, Power, and Artificial Intelligence (AI) Semiconductors in 5G, Forecast to 2025

出版商 Frost & Sullivan 商品編碼 936663
出版日期 內容資訊 英文 130 Pages
商品交期: 最快1-2個工作天內
價格
5G帶動記憶體,功率,人工智慧半導體的成長機會:到2025年的預測 Growth Opportunities for Memory, Power, and Artificial Intelligence (AI) Semiconductors in 5G, Forecast to 2025
出版日期: 2020年04月27日內容資訊: 英文 130 Pages
簡介

此報告研究5G相關的記憶體,功率,人工智慧半導體,並且分析市場概述,對市場成長的影響因素,收入預測及趨勢,以及成長機會

目次

重點摘要

  • 5G邁向革命性成長的步驟過程
  • 供應商的戰略要務

成長環境-市場概要

  • 市場定義
  • 市場區隔
  • 主要疑問事項

5G網路技術基礎

  • 通訊網路技術的進化
  • 基準參數的比較
  • 基準參數的說明
  • 4G網路拓墣
  • 5G網路拓墣
  • 核心5G技術的說明

成長因素及阻礙因素-5G相關的AI,記憶體,功率放大器半導體市場

  • 市場成長因素
  • 成長因素說明
  • 阻礙市場說明
  • 阻礙因素說明

5G與Wi-Fi的比較

  • 5G與Wi-Fi

6G的時間表

  • 5G以及6G進化的時間表
  • 2030願景-6G革命體驗

市場預測

  • 預測假設
  • 市場工程測量
  • 收入預測
  • 收入預測的討論
  • 晶片類型的收入預測
  • 晶片類型的收入率百分比預測
  • 晶片類型的收入預測討論
  • 各業界的收入率百分比預測
  • 各業界收入預測
  • 各業界收入預測討論

地區熱點

  • 地區熱點-導入5G

5G記憶體半導體:市場區隔分析

  • 市場工程測定
  • 收入預測
  • 收入預測的討論
  • 各類型的收入率百分比預測
  • 各類型收入預測
  • 各類型收入預測討論
  • 各業界收入率百分比預測
  • 各業界收入預測
  • 各業界收入預測討論
  • 競爭環境
  • 參與5G市場的企業活動

5G功率放大器半導體的市場區隔分析

  • 市場工程測定
  • 收入預測
  • 收入預測的討論
  • 各業界收入率百分比預測
  • 各業界收入預測
  • 各業界收入預測討論
  • 競爭環境
  • 參與5G市場的企業活動

5G AI半導體的市場區隔分析

  • 市場工程測定
  • 收入預測
  • 收入預測的討論
  • 各業界收入率百分比預測
  • 各業界收入預測
  • 各業界收入預測討論
  • 競爭環境
  • 參與5G市場的企業活動

視覺場景

  • 由宏觀到微觀願景
  • 對5G相關的AI,記憶體,以及功率放大器半導體市場的影響趨勢及因素

成長管道

  • 成長槓桿
  • 成長管道

願景與策略:成長機會

  • 成長機會 1-工業物聯網:材料處理
  • 成長機會 2-工業物聯網:iShopfloor
  • 從大規模訂製到個性化生產的說明
  • 成長機會 3-健身及醫療互聯網
  • 成長機會 4-自動駕駛汽車
  • 汽車的研發趨勢解釋
  • 成長機會 5-零售
  • 成長機會 6-公共安全
  • 成長機會 7-iTraffic管理
  • 成長機會 8-農業
  • 成長機會 9-AR/VR遊戲頭戴式裝置
  • 為了成功及成長的策略要件

成長機會矩陣

  • 成長機會對各用途的時間表帶來影響
  • 各成長用途的網路要件與設備需求分析
  • 鎖定公司的成長區塊
  • 成長機會 1-10-願景與戰略
  • 成長機會矩陣
  • 免責事項聲明

附錄

  • 市場工程方法論
  • 部分受訪企業名單
  • 縮寫和首字母略詞
  • 展品清單
目錄
Product Code: K44C-26

Implementation of Discrete AI Processors at the Edge, Improved Memory Density to Support Low-latency Data Transmission, and High-performance Power Amplifiers (PAs) Enable Accelerated Growth in the Adoption of 5G Connected Devices

The 5G wireless communication technology is designed to operate in sub-6 GHz and mmWave frequency ranges with a bandwidth of 100 MHz, data rates in Gbps, with connection reliability of 99.99% to 99.9999%, and latency in the sub-5 millisecond range. Compared to 4G, these performance goals had multiplied several fold in 5G to improve the customer experience and bring in innovative service offerings. Such performance levels cannot be achieved without advancements in semiconductor chipsets. It is known that the modem, radio frequency front-end, and the integrating system on chip (SoC) platform plays a significant role in realizing the purposes of 5G. However, a 5G enabling device or system also relies on devices such as power amplifiers, memory modules, and AI chipsets to support the latency requirements through faster on-device processing capability and power efficiency. The advancements in memory modules, including technology and capacity, are almost doubling to meet 5G device and application requirements. Similarly, the integration of AI chipsets on edge devices is viewed as a critical 5G technology enabler to capacitate a multitude of use cases that rely on both faster local inference and instant communication with the cloud. Moreover, as 5G is set to carry out a huge workload, the expectation on the battery life of 5G devices itself is increasing. Therefore, market participants involved in the design and manufacture of power amplifiers are focusing on several advancement efforts, including material and processing technology.

Therefore, this study focuses on evaluating the market potential of these chips in traditional communication end users such as smartphones, laptops, tablets, and network infrastructure equipment. The market witnessed early commercialization activities in 2019, kicking off with the aforementioned verticals. In the long term, however, 5G is expected to be adopted across a wide range of applications and use cases that 4G could not penetrate. The new opportunities include smart cities, automotive, retail, and industrial to mention a few. As concepts such as on-device processing gain significance, the demand for these chips is expected to grow significantly. However, market participants have to carefully evaluate requirements and prioritize investments to launch products at the right time. Hence, this study also focuses on identifying and evaluating requirements across a wide range of IoT-based use cases. The opportunities on each possible scenario are analyzed individually, along with recommendations for market participants to capitalize on the opportunity.

The market potential is evaluated through a combination of secondary and primary research. With the insights gained from expert interviews, trends and quantitative information are combined carefully with a bottom-up approach to evaluate the market potential. The base year of the study is 2019, and market growth is forecasted till 2025 on a global level.

Key Issues Addressed:

  • How will 5G impact the growth of memory, power, and AI semiconductor devices?
  • What are the key end-user verticals generating revenue for these devices in 5G applications?
  • When will 5G and semiconductor technological developments converge to provide value-added 5G services?
  • What is the competitive landscape like in the memory, power, and AI semiconductor market?
  • What are the new growth opportunities expected in the next 5 years that AI, memory, and power devices could capitalize on?

RESEARCH: INFOGRAPHIC

This infographic presents a brief overview of the research, and highlights the key topics discussed in it.

Table of Contents

Executive Dashboard

  • 5 Step Process to Transformational Growth
  • Strategic Imperatives for Suppliers

Growth Environment-Market Overview

  • Market Definitions
  • Market Definitions (continued)
  • Market Definitions (continued)
  • Market Definitions (continued)
  • Market Segmentation
  • Market Segmentation (continued)
  • Key Questions this Study will Answer

5G Network Technology Basics

  • Communication Network Technology Evolution
  • Comparison of Benchmark Parameters
  • Benchmark Parameters Explanation
  • 4G Network Topology
  • 5G Network Topology
  • Explanation of Core 5G Technologies
  • Explanation of Core 5G Technologies (continued)

Drivers and Restraints-Total 5G AI, Memory, and Power Amplifier Semiconductor Market

  • Market Drivers
  • Drivers Explained
  • Drivers Explained (continued)
  • Drivers Explained (continued)
  • Drivers Explained (continued)
  • Market Restraints
  • Restraints Explained
  • Restraints Explained (continued)

Comparison Between 5G and Wi-Fi 6

  • 5G Versus Wi-Fi 6

6G Timeline

  • 5G and 6G Evolution Timeline
  • Vision 2030-A Transformative Experience Through 6G

Market Forecast

  • Forecast Assumptions
  • Market Engineering Measurements
  • Revenue Forecast
  • Revenue Forecast Discussion
  • Percent Revenue Forecast by Chip Type
  • Revenue Forecast by Chip Type
  • Revenue Forecast Discussion by Chip Type
  • Revenue Forecast Discussion by Chip Type (continued)
  • Percent Revenue Forecast by Vertical
  • Revenue Forecast by Vertical
  • Revenue Forecast Discussion by Vertical
  • Revenue Forecast Discussion by Vertical (continued)

Regional Hotspots

  • Regional Hotspots-5G Deployments

5G Memory Semiconductor Segment Analysis

  • Market Engineering Measurements
  • Revenue Forecast
  • Revenue Forecast Discussion
  • Revenue Forecast Discussion (continued)
  • Percent Revenue Forecast by Type
  • Revenue Forecast by Type
  • Revenue Forecast Discussion by Type
  • Revenue Forecast Discussion by Type (continued)
  • Percent Revenue Forecast by Vertical
  • Revenue Forecast by Vertical
  • Revenue Forecast Discussion by Vertical
  • Competitive Environment
  • Market Participant Activities in 5G

5G Power Amplifier Semiconductor Segment Analysis

  • Market Engineering Measurements
  • Revenue Forecast
  • Revenue Forecast Discussion
  • Percent Revenue Forecast by Vertical
  • Revenue Forecast by Vertical
  • Revenue Forecast Discussion by Vertical
  • Revenue Forecast Discussion by Vertical (continued)
  • Revenue Forecast Discussion by Vertical (continued)
  • Competitive Environment
  • Market Participant Activities in 5G

5G AI Semiconductor Segment Analysis

  • Market Engineering Measurements
  • Revenue Forecast
  • Revenue Forecast Discussion
  • Revenue Forecast Discussion (continued)
  • Percent Revenue Forecast by Vertical
  • Revenue Forecast by Vertical
  • Revenue Forecast Discussion by Vertical
  • Revenue Forecast Discussion by Vertical (continued)
  • Competitive Environment
  • Market Participant Activities in 5G

Visioning Scenarios

  • Macro to Micro Visioning
  • Trends and Factors Impacting the 5G AI, Memory, and Power Amplifier Semiconductor Market

Growth Pipeline

  • Levers for Growth
  • Growth Pipeline

Vision and Strategy-Growth Opportunities

  • Growth Opportunity 1-Industrial IoT-Material Handling
  • Growth Opportunity 2-Industrial IoT-iShopfloor
  • Mass Customization to Personalized Production Explained
  • Growth Opportunity 3-Fitness and Healthcare IoT
  • Growth Opportunity 4-Autonomous Vehicles
  • Automotive R&D Trends Explained
  • Growth Opportunity 5-Retail
  • Growth Opportunity 6-Public Safety
  • Growth Opportunity 7-iTraffic Management
  • Growth Opportunity 8-Agriculture
  • Growth Opportunity 9-AR/VR Gaming Headsets
  • Strategic Imperatives for Success and Growth
  • Strategic Imperatives for Success and Growth (continued)

Growth Opportunities Matrix

  • Growth Opportunities Impact Timeline by Application
  • Network Requirement and Device Demand Analysis for Growth Applications
  • Network Requirement and Device Demand Analysis for Growth Applications (continued)
  • Identifying Your Company's Growth Zone
  • Growth Opportunities 1-10-Vision and Strategy
  • Growth Opportunities Matrix
  • Legal Disclaimer

Appendix

  • Market Engineering Methodology
  • Partial List of Companies Interviewed
  • Abbreviations and Acronyms Used
  • Abbreviations and Acronyms Used (continued)
  • Abbreviations and Acronyms Used (continued)
  • Abbreviations and Acronyms Used (continued)
  • List of Exhibits
  • List of Exhibits (continued)
  • List of Exhibits (continued)