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市場調查報告書
商品編碼
1896160
基於晶片組的處理器市場預測至2032年:按晶片組類型、整合架構、封裝技術、應用、最終用戶和地區分類的全球分析Chiplet-Based Processor Market Forecasts to 2032 - Global Analysis By Chiplet Type, Integration Architecture, Packaging Technology, Application, End User, and By Geography |
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根據 Stratistics MRC 的一項研究,預計到 2025 年,全球基於晶片的處理器市場規模將達到 99 億美元,到 2032 年將達到 191 億美元,在預測期內的複合年成長率為 9.8%。
基於晶片組的處理器是一種模組化半導體架構,它將多個小型功能晶片(晶片組)整合到單一封裝中,以執行複雜的運算任務。與單片設計相比,這種方法提高了產量比率、可擴展性和成本最佳化。晶片組架構廣泛應用於資料中心、高效能運算和高階消費性電子產品,能夠加快創新週期、實現異質整合並提高電源效率。
對高效能運算架構的需求
對高效能運算 (HPC) 架構日益成長的需求正在推動基於晶片組的處理器普及。人工智慧、雲端運算和進階分析需要大規模的平行處理能力、頻寬和能源效率。晶片組支援模組化擴展,可將 CPU、GPU 和加速器整合到異構封裝中。這種架構降低了延遲並提高了吞吐量,使其成為資料中心、科學研究和企業工作負載的理想選擇。隨著各產業不斷突破運算能力的極限,基於晶片組的設計正成為全球下一代 HPC 系統的基礎。
複雜的整合和設計挑戰
儘管發展勢頭強勁,但基於晶片組的處理器仍面臨整合和設計方面的挑戰。為了實現異構晶片組之間的無縫互連,需要採用混合鍵結和矽中介層等先進的封裝技術。設計複雜性會增加檢驗成本並延長開發週期。確保跨廠商相容性以及在高負載下保持可靠性也是額外的障礙。這些挑戰限制了中小企業採用該技術,並延緩了其商業化進程,其中整合複雜性是限制基於晶片組架構在全球推廣的主要因素。
異構運算和可擴展性優勢
基於晶片組的處理器憑藉其異構運算和可擴展性展現出巨大的潛力。透過將 CPU、GPU、AI 加速器和記憶體整合到模組化封裝中,製造商可以針對不同的工作負載最佳化效能。這種柔軟性支援從邊緣 AI 到超大規模資料中心等廣泛的應用。可擴展性還可透過在不同產品線中重複使用檢驗的晶片組來降低成本。隨著對自適應運算的需求不斷成長,晶片組架構提供了一條清晰的創新路徑,能夠為多個行業和應用場景提供客製化解決方案。
單片式晶片設計的進展。
單片式晶片設計不斷發展,對基於晶片組的架構構成威脅。極紫外線 (EUV) 微影技術和 2nm 製程節點的進步正在提高單晶片的電晶體密度、性能和能效。這些創新降低了某些應用中對模組化整合的需求,挑戰了晶片組的價值提案。如果單晶片設計能夠實現與晶片組相當的可擴展性和成本效益,那麼對基於晶片組的處理器的需求可能會下降,迫使供應商透過封裝創新來實現差異化。
新冠疫情擾亂了半導體供應鏈,導致封裝和中介層生產延誤。然而,疫情也加速了數位轉型,推動了對人工智慧、雲端運算和高效能運算系統的需求。隨著企業尋求可擴展的解決方案來應對快速成長的工作負載,基於晶片組的處理器獲得了廣泛關注。疫情後的復甦階段,企業加大了對彈性供應鏈和本地化製造的投資。這次危機也凸顯了模組化架構在應對需求突變方面的重要性,從而增強了晶片組處理器的長期成長前景。
預計在預測期內,CPU晶片組細分市場將佔據最大佔有率。
由於CPU晶片在運算架構中扮演核心角色,預計將主導市場。模組化CPU晶片能夠實現跨消費級、企業級和高效能運算(HPC)系統的可擴展性,並提供效能和成本方面的柔軟性。與GPU和加速器的整合可提高整體系統效率。隨著對自適應運算需求的不斷成長,CPU晶片仍將是異質架構的基礎,預計在預測期內將佔據最大的市場佔有率。
預計在預測期內,模組化SoC架構細分市場將實現最高的複合年成長率。
由於模組化SoC架構能夠將各種晶片整合到統一的平台中,預計其複合年成長率將最高。這些架構透過將CPU、GPU、記憶體和加速器整合到客製化封裝中,支援人工智慧、物聯網和邊緣運算。其可擴展性降低了設計成本並加快了產品上市速度。隨著各行業尋求靈活、高效能的解決方案,模組化SoC將推動成長,並成為基於晶片的處理器市場中成長最快的細分市場。
亞太地區預計將佔據最大的市場佔有率,這主要得益於台灣、韓國、中國大陸和日本強大的半導體製造基地。該地區正受惠於對晶圓代工廠、封裝廠和研發中心的強勁投資。消費性電子、汽車和人工智慧等產業的需求進一步鞏固了其主導地位。政府主導的各項舉措和供應鏈整合正在增強亞太地區的優勢,使其成為基於晶片組的處理器生產和應用的全球中心。
這與人工智慧、雲端運算和國防領域的強勁需求密切相關。大型科技公司和半導體創新者的湧入正在推動晶片組架構的快速普及。政府對國內晶片製造的資助以及為減少進口依賴而採取的戰略舉措,進一步促進了這一成長。北美地區專注於高效能運算和下一代人工智慧處理器,預計將成為該市場成長最快的地區。
According to Stratistics MRC, the Global Chiplet-Based Processor Market is accounted for $9.9 billion in 2025 and is expected to reach $19.1 billion by 2032 growing at a CAGR of 9.8% during the forecast period. Chiplet-Based Processors are modular semiconductor architectures that integrate multiple smaller functional chips, or chiplets, into a single package to perform complex computing tasks. This approach enhances yield, scalability, and cost optimization compared to monolithic designs. Widely adopted in data centers, high-performance computing, and advanced consumer electronics, chiplet architectures enable faster innovation cycles, heterogeneous integration, and improved power-performance efficiency.
Demand for high-performance computing architectures
The rising demand for high-performance computing (HPC) architectures is driving adoption of chiplet-based processors. AI, cloud computing, and advanced analytics require massive parallelism, bandwidth, and energy efficiency. Chiplets enable modular scaling, integrating CPUs, GPUs, and accelerators into heterogeneous packages. This architecture reduces latency and improves throughput, making it ideal for data centers, scientific research, and enterprise workloads. As industries push computational boundaries, chiplet-based designs are becoming the cornerstone of next-generation HPC systems worldwide.
Complex integration and design challenges
Despite strong momentum, chiplet-based processors face integration and design challenges. Achieving seamless interconnectivity between heterogeneous chiplets requires advanced packaging technologies, such as hybrid bonding and silicon interposers. Design complexity increases validation costs and lengthens development cycles. Ensuring compatibility across multiple vendors and maintaining reliability under high workloads adds further hurdles. These challenges limit adoption among smaller firms and delay commercialization, making integration complexity a key restraint in scaling chiplet-based architectures globally.
Heterogeneous computing and scalability advantages
Chiplet-based processors offer significant opportunities through heterogeneous computing and scalability. By combining CPUs, GPUs, AI accelerators, and memory into modular packages, manufacturers can tailor performance for diverse workloads. This flexibility supports applications ranging from edge AI to hyperscale data centers. Scalability also reduces costs by reusing validated chiplets across product lines. As demand for adaptive computing grows, chiplet architectures provide a clear pathway to innovation, enabling customized solutions for multiple industries and use cases.
Advances in monolithic chip designs
Monolithic chip designs continue to evolve, posing a threat to chiplet-based architectures. Advances in extreme ultraviolet (EUV) lithography and 2nm process nodes are improving transistor density, performance, and energy efficiency in single-die chips. These innovations reduce the need for modular integration in certain applications, challenging the value proposition of chiplets. If monolithic designs achieve comparable scalability and cost efficiency, they may erode demand for chiplet-based processors, pressuring vendors to differentiate through packaging innovation.
The COVID-19 pandemic disrupted semiconductor supply chains, delaying packaging and interposer production. However, it also accelerated digital transformation, boosting demand for AI, cloud computing, and HPC systems. Chiplet-based processors gained traction as enterprises sought scalable solutions to meet surging workloads. Post-pandemic recovery reinforced investments in resilient supply chains and localized manufacturing. The crisis ultimately highlighted the importance of modular architectures in adapting to rapid shifts in demand, strengthening long-term growth prospects for chiplet processors.
The CPU chiplets segment is expected to be the largest during the forecast period
The CPU chiplets segment is expected to dominate the market, resulting from their central role in computing architectures. Modular CPU chiplets enable scalability across consumer, enterprise, and HPC systems, offering flexibility in performance and cost. Their integration with GPUs and accelerators enhances overall system efficiency. As demand for adaptive computing grows, CPU chiplets remain the backbone of heterogeneous architectures, ensuring they capture the largest market share during the forecast period.
The modular SoC architectures segment is expected to have the highest CAGR during the forecast period
Modular SoC architectures are projected to register the highest CAGR, propelled by their ability to integrate diverse chiplets into unified platforms. These architectures support AI, IoT, and edge computing by combining CPUs, GPUs, memory, and accelerators in customizable packages. Their scalability reduces design costs and accelerates time-to-market. As industries demand flexible, high-performance solutions, modular SoCs are expected to lead growth, making them the fastest-expanding segment in the chiplet-based processor market.
Asia Pacific is expected to hold the largest market share, attributed to its strong semiconductor manufacturing base in Taiwan, South Korea, China, and Japan. The region benefits from robust investments in foundries, packaging facilities, and R&D centers. Demand from consumer electronics, automotive, and AI-driven industries further strengthens its leadership. Government-backed initiatives and supply chain integration reinforce Asia Pacific's dominance, positioning it as the global hub for chiplet-based processor production and adoption.
associated with strong demand from AI, cloud computing, and defense sectors. The presence of leading technology companies and semiconductor innovators drives rapid adoption of chiplet architectures. Government funding for domestic chip manufacturing and strategic initiatives to reduce reliance on imports further accelerate growth. With emphasis on high-performance computing and next-gen AI processors, North America is poised to be the fastest-growing region in this market.
Key players in the market
Some of the key players in Chiplet-Based Processor Market include Advanced Micro Devices (AMD), Intel Corporation, NVIDIA Corporation, Taiwan Semiconductor Manufacturing Company, Samsung Electronics, Marvell Technology Group, Broadcom Inc., Qualcomm Incorporated, Apple Inc., IBM Corporation, MediaTek Inc., Arm Holdings, ASE Technology Holding, Amkor Technology, Cadence Design Systems and Synopsys Inc.
In November 2025, AMD (Advanced Micro Devices) unveiled its Zen 6 chiplet architecture, integrating CPU and GPU cores with advanced interconnects, targeting AI and HPC workloads with improved scalability.
In October 2025, Intel Corporation expanded its Foveros Direct 3D packaging technology, enabling tighter chiplet integration for next-generation server processors, reducing latency and boosting energy efficiency.
In September 2025, NVIDIA Corporation introduced chiplet-based GPU modules for AI inference accelerators, leveraging modular design to scale performance across cloud and enterprise deployments.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.