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半導體生產設備

市場調查報告書

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1440445

系統單晶片 (SoC) - 市佔率分析、產業趨勢與統計、成長預測（2024 年 - 2029 年）

System On Chip (SoC) - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)

出版日期: 2024年02月15日 | 出版商:

Mordor Intelligence | 英文 156 Pages | 商品交期: 2-3個工作天內

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簡介目錄

系統單晶片市場規模預計到2024年為1,726.5億美元，預估至2029年將達到2,538億美元，在預測期內（2024-2029年）CAGR為8.01%。

系統單晶片 (SoC) 技術已成為現代技術不可或缺的一部分，徹底改變了電子設備的設計和製造方式。基本上，系統單晶片 (SoC) 將電腦的所有元件整合到單一晶片上，包括 CPU、記憶體、輸入和輸出連接埠以及輔助儲存。

主要亮點

快速發展的技術，包括 5G 和 6G、軟體車輛、非地面網路 (NTN) 和數位醫療保健、無盡的想像力和跨行業的發明，為 SoC 快速進入消費市場鋪平了道路。 SoC 長期以來一直被整合到平板電腦和手機等電子設備中，因為它們結構緊湊且節能。
如今，SoC 擴大用於物聯網設備和其他設備。消費者對智慧和節能設備的需求不斷成長，以及各個垂直行業對物聯網的指數級採用，預計將成為半導體市場參與者的促進因素，從而推動 SoC 市場的成長。
電子產業的另一個重要趨勢是物聯網（IoT）的成長。隨著智慧型裝置需求的成長，物聯網已成為日常生活的重要組成部分。因此，企業主要使用這項技術來開發新產品和服務。 SoC 也將在軟性電子產品的發展中發揮關鍵作用，為穿戴式和置入裝置帶來新的外形尺寸。
隨著技術不斷發展，多個行業正在採用自動化和數位化，為主要參與者帶來進入新市場的新機會，但與系統單晶片 (SoC) 相關的初始研發成本很高。由於SoC針對各種產品的客製化程度越來越高，廠商需要同時專注於多個研發項目，從而增加了專案成本。預計這些因素將阻礙預測期內的市場成長。
雖然 COVID-19 透過增加對消費性電子產品的需求改變了消費者的支出模式，但汽車產業向電動車的發展也增加了對晶片的需求。例如，一輛典型的汽油引擎汽車使用大約 50 到 150 個半導體晶片，但電動車可以使用多達 3,000 個半導體晶片。對電動車製造的日益重視肯定會在未來消耗更多的半導體晶片，從而推動 SoC 在全球市場中的作用。

系統單晶片 (SoC) 市場趨勢

消費性電子領域將佔據重要佔有率

SoC 的結合有助於提高效率、減少能耗和緊湊性，使得 SoC 對於從智慧型手機到各種互連設備等眾多消費性電子應用至關重要。消費性電子產品預計將根據其應用對 SoC 產生巨大需求。這主要歸因於消費者可支配收入的增加促使智慧型手機的普及。
高階智慧型手機、智慧音箱、平板電腦、穿戴式裝置等消費性電子產品廣泛採用邊緣人工智慧晶片。這些晶片經過專門設計，旨在增強網路邊緣人工智慧演算法的運算能力和有效性，從而實現更快、即時的決策能力。對人工智慧晶片技術不斷成長的需求預計將在整個預計時間內推動市場擴張。此外，人工智慧技術的不斷採用和物聯網消費設備的激增將加速市場的成長。
此外，市場成長主要是由網際網路和智慧型手機用戶的不斷擴大、雲端運算和物聯網平台的廣泛使用以及智慧基礎設施中無線感測器的廣泛部署所推動的。隨著市場上物聯網和智慧型裝置數量的持續成長，由於 SoC 晶片在這些裝置中的不同應用，預計對 SoC 晶片的需求也會以相當的速度成長。因此，市場上的一些供應商不斷投資推出重要產品，以滿足消費性電子產品不斷成長的連結需求。
多個國家對消費性電子產業的投資不斷增加，預計將增加市場機會。世界各國政府不斷鼓勵新的投資進入該國建立電子製造設施，旨在提高其生產能力。行動普及率的不斷提高、網際網路連接的不斷增強以及連網設備的日益普及預計將推動消費性電子產品的成長。這種在行動裝置、個人電腦、平板電腦、音訊設備等多種消費性電子設備中受到青睞的重要功能預計將推動市場的發展。
據愛立信稱，2022年全球智慧型手機行動網路用戶數量接近64億，預計到2028年將超過77億。值得一提的是，中國、印度和美國成為擁有最多智慧型手機行動網路用戶的國家。大量智慧手機行動網路訂閱。愛立信的報告強調，儘管銷售量在 2022 年達到平台期，但智慧型手機平均售價的上漲預計將在未來幾年加強市場。這些顯著的發展將增強市場前景。

亞太地區預計將主導市場

預計亞太地區將主導所研究的市場，因為它目前主導著全球半導體市場，並得到了政府政策的進一步支持。據SIA稱，中國、日本、台灣和韓國合計約佔全球半導體產量的75%，越南、泰國、馬來西亞和新加坡等其他國家也對該地區的市場主導地位做出了重大貢獻。
隨著各行業對技術先進裝置的需求不斷增加，市場對SoC裝置的需求預計將進一步增加。此外，汽車和智慧型手機市場中各種感測器的應用不斷增加，預計將進一步增加對感測器的需求。
此外，政府的「中國製造2025」計畫正在幫助擴大電力電子市場。此外，該行業正在為該領域的電力電子領域帶來新的資金。例如，寬頻隙化合物半導體的重要製造商IIVI Incorporated擴大了其在中國的SiC晶圓精加工製造廠的規模。
配合此次發布，該公司旨在為其下一代 5G 建設產品提供動力，包括下一代 5G Compact Macro、基帶單元和 Massive MIMO 無線電。

系統單晶片 (SoC) 產業概覽

由於國內和全球參與者的存在，系統單晶片（SoC）市場處於半整合狀態。主要參與者採用各種策略，例如產品發布、協議和收購，以擴大其在市場中的足跡。該市場的主要參與者包括博通公司、英特爾公司、聯發科技公司、微芯科技公司和恩智浦半導體公司。

2023年9月，GlobalFoundries和Microchip Technology透過Microchip子公司Silicon Storage Technology（SST）於近期推出了SST ESF3第三代嵌入式SuperFlash技術NVM解決方案。此尖端解決方案現已可用於 GF 28SLPe 鑄造製程的生產。 GF 的客戶對該解決方案提供的卓越性能、卓越可靠性、廣泛的 IP 選項和成本效益表示滿意。事實證明，它非常適合消費和工業應用中使用的高級 MCU、複雜的智慧卡和物聯網晶片。
2023年5月，STM推出了適用於STM32 MCU和BLE SoC的具有天線匹配功能的單晶片IC。意法半導體展示了其最新的單晶片天線匹配 IC 系列，可加快藍牙 LE 晶片系統和兩個 STM32 微控制器的創新速度。

額外的好處：

Excel 格式的市場估算 (ME) 表
3 個月的分析師支持

公司簡介
- Broadcom Inc.
- Intel Corporation
- Mediatek Inc.
- Microchip Technology Inc.
- NXP Semiconductors NV
- Qualcomm Incorporated
- Samsung Electronics Co. Ltd
- STMicroelectronics NV
- Toshiba Corporation
- Apple Inc.
- Taiwan Semiconductor Manufacturing Company Limited (TSMC)
- Texas Instruments Incorporated

第 8 章：投資分析

第 9 章：市場機會與未來趨勢

簡介目錄

Product Code: 92353

The System On Chip Market size is estimated at USD 172.65 billion in 2024, and is expected to reach USD 253.80 billion by 2029, growing at a CAGR of 8.01% during the forecast period (2024-2029).

System-on-chip (SoC) technology has become an integral part of modern technology, revolutionizing the way electronic devices are designed and manufactured. Basically, a system-on-a-chip, or SoC, integrates all the components of a computer onto a single chip, including CPU, memory, input and output ports, and secondary storage.

Key Highlights

Rapidly evolving technologies, including 5G and 6G, software-packed vehicles, non-terrestrial networks (NTN), and digital healthcare, endless imagination, and invention across industries have been significantly paving the way for SoC to enter the consumer market rapidly. SoCs have long been incorporated into electronic devices such as tablets and mobile phones because they are compact and power-efficient.
Today, SoCs are increasingly being used in the Internet of Things devices and other devices. The rising demand for smart and power-efficient devices by consumers and exponential adoptions of IoT by various industry verticals are expected to be driving factors for the players in the semiconductor market, thus boosting the growth of the SoC market.
Another important trend in the electronics industry is the increase of the Internet of Things (IoT). With the rise in demand for smart devices, IoT has become an essential part of everyday life. Thus, businesses are primarily using this technology to develop new products and services. SoCs will also play a pivotal role in the advancement of flexible electronics, enabling new form factors for wearable and implantable devices.
As technology continues to evolve, several industries are adopting automation and digitization, thereby bringing new opportunities to the key players for entering new markets but with high initial research and development costs associated with the system on a chip (SoC). Owing to the increasing customization of SoC for various products, the players need to focus on various R&D projects simultaneously, increasing their project costs. Such factors are expected to hamper the market growth over the forecast period.
While COVID-19 changed consumer spending patterns by increasing the demand for consumer electronics, the automotive industry's move toward electric vehicles is also boosting the need for chips. For instance, a typical gasoline engine car uses about 50 to 150 semiconductor chips, but an electric vehicle can use up to 3,000 semiconductor chips. The growing emphasis on electric vehicle manufacturing is certain to consume vastly more semiconductor chips in the future, thus driving the role of SoC in the global market.

System On Chip (SoC) Market Trends

Consumer Electronics Segment to Occupy a Significant Share

The incorporation of SoCs facilitates improved efficiency, decreased energy usage, and compactness, rendering SoCs essential for numerous consumer electronics applications ranging from smartphones to various interconnected devices. Consumer electronics is projected to witness a significant demand for SoCs based on their application. This is primarily attributed to the increasing adoption of smartphones due to the growing disposable incomes of consumers.
Consumer electronics such as premium smartphones, intelligent speakers, tablets, wearables, and other devices extensively employ edge AI chips. These chips are specifically crafted to augment the computational capabilities and effectiveness of AI algorithms at the network's edge, enabling quicker and real-time decision-making capabilities. The rising demand for AI chip technology is anticipated to propel market expansion throughout the projected timeframe. Furthermore, the escalating adoption of AI technology and the proliferation of IoT-connected consumer devices are poised to amplify the growth of the market.
Moreover, the market growth is primarily driven by the expanding presence of the internet and smartphone users, the widespread utilization of cloud computing and IoT-enabled platforms, and the extensive deployment of wireless sensors in smart infrastructure. As the market continues to witness a rise in the number of IoT and smart devices, the demand for SoC chips is also anticipated to grow at a comparable rate due to their diverse applications in these devices. As a result, several vendors in the market are constantly investing in introducing significant products catering to the rising demand for connectivity in consumer electronics.
The increasing investments in the consumer electronics industry across several countries are expected to enhance the market opportunities. Several governments across the world are constantly encouraging new investments into the country to set up electronics manufacturing facilities and aiming to enhance their production capabilities. The increasing mobile penetration, increasing internet connectivity, and the growing popularity of connected devices are expected to drive the growth of consumer electronics. Such significant capabilities preferred in several consumer electronics devices such as Mobile devices, PCs, Tablets, Audio Devices, and others are expected to drive the market.
As stated by Ericsson, the worldwide tally of smartphone mobile network subscriptions came close to 6.4 billion in 2022 and is estimated to exceed 7.7 billion by 2028. It is worth mentioning that China, India, and the United States emerge as the countries with the most significant number of smartphone mobile network subscriptions. Ericsson's report emphasizes that although the sales reached a plateau in 2022, the increasing average selling price of smartphones is expected to strengthen the market in the coming years. These remarkable developments are set to enhance the market's prospects.

Asia-Pacific Expected to Dominate the Market

The Asia-Pacific region is anticipated to dominate the market studied because it currently dominates the global semiconductor market, which is further supported by government policies. According to SIA, China, Japan, Taiwan, and South Korea account for about 75% of the world's semiconductor production collectively, and other countries like Vietnam, Thailand, Malaysia, and Singapore also make significant contributions to the region's market dominance.
With the increasing demand for technologically advanced devices in every industry, the demand for SoC devices in the market is expected to increase further. Furthermore, the increasing applications of a wide range of sensors in the automotive and smartphone market are expected to increase the demand for sensors further.
Furthermore, the government's Made in China 2025 initiative is helping to expand the power electronics market. Additionally, the industry is bringing in fresh funding for power electronics in the area. For instance, a significant manufacturer of wide-bandgap compound semiconductors, IIVI Incorporated, increased the size of its SiC wafer finishing manufacturing facility in China.
In line with this launch, the company aims to power its next-generation products for 5G build-out, including the next-generation 5G Compact Macro, baseband units, and Massive MIMO radios.

System On Chip (SoC) Industry Overview

The system-on-chip (SoC) market is semi-consolidated due to the presence of domestic and global players. Major players use various strategies, such as product launches, agreements, and acquisitions, to increase their footprints in the market. The key players in the market are Broadcom Inc., Intel Corporation, MediaTek Inc., Microchip Technology Inc., and NXP Semiconductors NV.

In September 2023, GlobalFoundries and Microchip Technology, through Microchip's subsidiary Silicon Storage Technology (SST), have recently unveiled the SST ESF3 third-generation embedded SuperFlash technology NVM solution. This cutting-edge solution is now available for production in the GF 28SLPe foundry process. Customers of GF have expressed their satisfaction with the remarkable performance, exceptional reliability, wide range of IP options, and cost efficiency offered by this solution. It has proven to be the perfect fit for advanced MCUs, intricate smart cards, and IoT chips used in both consumer and industrial applications.
In May 2023, STM launched single-chip ICs with antenna matching for STM32 MCUs and BLE SoCs. STMicroelectronics revealed its latest line of single-chip antenna-matching ICs that facilitate innovation speed for Bluetooth LE System of Chips and two STM32 microcontrollers.

Additional Benefits:

The market estimate (ME) sheet in Excel format
3 months of analyst support

1 INTRODUCTION

1.1 Study Assumptions and Market Definition
1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

4.1 Market Overview
4.2 Industry Attractiveness - Porter's Five Forces Analysis
- 4.2.1 Bargaining Power of Suppliers
- 4.2.2 Bargaining Power of Buyers
- 4.2.3 Threat of New Entrants
- 4.2.4 Threat of Substitutes
- 4.2.5 Intensity of Competitive Rivalry
4.3 Industry Value Chain/Supply Chain Analysis
4.4 Impact of COVID-19 Aftereffects and Other Macroeconomic Factors on the Market

5 MARKET DYNAMICS

5.1 Market Drivers
- 5.1.1 Rising Adoption of Emerging Technologies Like IoT and AI
- 5.1.2 Increasing Investments in 5G and Growing Demand for 5G Smartphones
5.2 Market Restraints
- 5.2.1 High Initial Costs of R&D

6 MARKET SEGMENTATION

6.1 By Type
- 6.1.1 Analog
- 6.1.2 Digital
- 6.1.3 Mixed
6.2 By End-user Industry
- 6.2.1 Consumer Electronics
- 6.2.2 Communications
- 6.2.3 Automotive
- 6.2.4 Computing and Data Storage
- 6.2.5 Industrial
- 6.2.6 Other End-user Industries
6.3 By Geography
- 6.3.1 North America
- 6.3.2 Europe
- 6.3.3 Asia-Pacific
- 6.3.4 Rest of the World

7 COMPETITIVE LANDSCAPE

7.1 Company Profiles
- 7.1.1 Broadcom Inc.
- 7.1.2 Intel Corporation
- 7.1.3 Mediatek Inc.
- 7.1.4 Microchip Technology Inc.
- 7.1.5 NXP Semiconductors NV
- 7.1.6 Qualcomm Incorporated
- 7.1.7 Samsung Electronics Co. Ltd
- 7.1.8 STMicroelectronics NV
- 7.1.9 Toshiba Corporation
- 7.1.10 Apple Inc.
- 7.1.11 Taiwan Semiconductor Manufacturing Company Limited (TSMC)
- 7.1.12 Texas Instruments Incorporated