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市場調查報告書
商品編碼
1840125
2025年5G晶片組全球市場報告5G Chipset Global Market Report 2025 |
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近年來,5G晶片組市場規模快速擴張,從2024年的168.8億美元成長到2025年的222.9億美元,複合年成長率達32.0%。這段期間的成長可歸因於行動通訊標準的演進、對更快數據傳輸速度日益成長的需求、物聯網(IoT)設備的普及、行動寬頻服務的成長、智慧城市的發展以及互聯基礎設施的建設。
預計未來幾年,5G晶片組市場規模將呈指數級成長,到2029年將達到679.4億美元,複合年成長率(CAGR)為32.1%。預測期內的成長主要受以下因素驅動:5G在工業自動化和物聯網領域的應用;5G網路擴展以增強行動連線;對低延遲和高頻寬應用的需求不斷成長;5G在自動駕駛汽車和智慧交通領域的整合;以及5G在農村和偏遠地區的部署擴展。預測期間的關鍵趨勢包括:毫米波技術在5G晶片組中的出現;節能型和小型化5G晶片組的開發;人工智慧(AI)在設計上的應用;對開放式區域網路(無線接取網路)架構的關注;以及5G晶片組在固定無線存取(FWA)中的應用。
5G 晶片組,又稱為資料流管理系統,是由電子元件組成的積體電路,能夠促進與下一代網路的連接,實現 5G 資料包的傳輸,並有效管理資訊流,從而在為 5G 設備供電方面發揮關鍵作用。
5G晶片組中包含的主要積體電路類型包括無線電頻率積體電路(RFIC)、專用積體電路(ASIC)、蜂巢積體電路(Cellular IC)和毫米波積體電路(MMWAVE IC)。無線電頻率積體電路(RFIC)主要用於行動電話和無線設備。這些電路作為類比電路工作,通常運作頻率頻率範圍為3 kHz至2.4 GHz(3000赫茲至24億赫茲)。在製造業、能源和公共產業、媒體和娛樂、IT和電信、運輸和電訊以及醫療保健等各個領域,也會使用低於6 GHz、26-39 GHz和高於39 GHz等不同的工作頻率。
美國在2025年春季突然提高關稅及其引發的貿易摩擦,對資訊科技產業,特別是硬體製造、資料基礎設施和軟體部署領域,產生了重大影響。進口半導體、電路基板和網路設備的關稅上漲,推高了高科技公司、雲端服務供應商和資料中心的生產和營運成本。在全球範圍內採購筆記型電腦、伺服器和消費電子產品零件的公司,面臨更長的前置作業時間和價格壓力。同時,對專用軟體徵收的關稅以及主要國際市場的報復性措施,擾亂了全球IT供應鏈,並降低了海外對美國製造技術的需求。為了應對這些挑戰,該產業正在加大對國內晶片生產的投資,擴大供應商網路,並利用人工智慧驅動的自動化技術來增強韌性,更有效地控制成本。
這份5G晶片組市場研究報告是商業研究公司最新發布的系列報告之一,提供5G晶片組市場統計數據,例如全球市場規模、區域佔有率、競爭對手及其市場佔有率、詳細的5G晶片組市場細分、市場趨勢以及5G晶片組行業的商機。這5G晶片組市場研究報告對該行業的現狀和未來發展趨勢進行了深入分析,為您提供所需的一切全面觀點。
未來五年32.1%的成長率預測較我們先前對該市場的預測略微下調了0.2%。這一下調主要歸因於美國與其他國家之間的關稅影響。由於台灣和韓國的主要半導體供應商需要調整以應對關稅的影響,這可能會對美國產生直接影響,導致智慧型手機和物聯網設備的價格上漲。此外,由於相互關稅措施以及貿易緊張局勢和限制措施加劇對全球經濟和貿易造成的負面影響,這種影響也將更加廣泛。
行動數據流量的成長在推動5G晶片組市場成長方面發揮關鍵作用。行動資料流程量指的是任何給定時間通過網路傳輸的數據量。隨著行動資料流程量的不斷成長,對未來5G網路所支援的更高網路效能和數據連接性的需求日益增加,從而加速了5G晶片組的研發。例如,瑞典電信業者愛立信(Telefonaktiebolaget LM Ericsson)於2023年11月發布的《愛立信行動報告》預測,到2029年底,全球行動數據流量將成長兩倍,5G用戶數將超過53億。報告也預測,2023年至2029年間,智慧型手機的平均每月數據使用量將從21GB增加到56GB。因此,預計未來幾年行動數據流量的成長將推動5G晶片組市場的發展。
對網路日益成長的依賴將推動5G晶片組市場的擴張。網際網路指的是利用標準化通訊協定進行資料和資訊交流的互聯電腦網路和設備,它是5G網路的基礎。作為這項技術的骨幹,5G晶片組能夠實現更快、更可靠的無線通訊,這對於從行動裝置到物聯網和智慧城市等各種應用至關重要。向5G連接的過渡正在推動對5G晶片組的需求。例如,根據荷蘭軟體公司Meltwater的數據,英國的網路使用者數量將在2022年至2023年間激增22.4萬(成長0.3%),總數將達到6,611萬人。因此,網路用戶的快速成長正在推動5G晶片組市場的成長。
產品創新是推動5G晶片組市場發展的關鍵趨勢。該領域的主要企業正在開發創新產品以拓展市場。例如,總部位於美國的無線通訊產品和服務供應商高通技術公司(Qualcomm Technologies, Inc.)於2024年7月發布了驍龍4s Gen 2晶片組。該晶片組旨在為價格親民的5G智慧型手機提供動力,支援獨立組網(SA)5G網路,價格低至8300印度盧比。這款晶片組的意義在於提高5G的普及率,讓更多人能夠享受先進的行動技術,尤其是在印度等新興市場。
5G晶片組市場的領導企業正致力於突破性創新,為客戶提供可靠的服務。這些5G晶片組的創新核心在於打造高效、緊湊、高效能的半導體解決方案,進而推動下一代無線通訊網路的演進。這些發展將帶來更快的資料傳輸速度、更低的延遲,並支援各種設備和應用。例如,台灣半導體公司聯發科(MediaTek Inc.)於2023年5月發布的Dimensity 9200+ 5G晶片組便是此類創新的典範。此晶片組專為智慧型手機設計,整合了第六代人工智慧(AI)處理單元(APU 690),可有效降低雜訊。此外,它還首次為智慧型手機引入了64位元Armv9(Arm版本9)性能核心,以極致性能最佳化旗艦體驗。
2022年2月,美國半導體公司AMD成功收購了以提供5G晶片組而聞名的美國半導體公司賽靈思(Xilinx)。此次策略性收購符合AMD擴展其產品組合的目標,使其涵蓋中央處理器(CPU)、圖形處理器(GPU)、現場可編程閘陣列(FPGA)和自我調整系統晶片(SoC),從而提供高效能、高適應性的運算解決方案,鞏固公司在瞬息萬變的先進半導體技術領域的地位。
5G晶片組市場由營運商提供5G無線通訊設備和解決方案所產生的收入組成,這些設備和解決方案能夠提升網路覆蓋範圍和資料傳輸速度。市場價值包括服務供應商銷售的相關產品或包含在其服務產品中的相關產品的價值。 5G晶片組市場還包括射頻積體電路(RFIC)、系統晶片(SoC)、專用積體電路(ASIC)、蜂巢式積體電路和毫米波積體電路的銷售。此市場價值為“出廠價”,即製造商或產品創造者銷售額的商品價值,無論銷售對像是其他營業單位(包括下游製造商、批發商、經銷商和零售商)還是直接銷售給最終客戶。該市場中的商品價值還包括產品創造者提供的任何相關服務。
A 5G chipset, also referred to as a data flow management system, is an integrated circuit comprising electronic components. It plays a pivotal role in enhancing 5G devices by facilitating connectivity to the next-generation network, enabling the transmission of 5G packets, and effectively managing information flow.
The key categories of integrated circuits found within the 5G chipset encompass Radio Frequency Integrated Circuits (RFIC), Application-Specific Integrated Circuits (ASIC), Cellular Integrated Circuits (Cellular IC), and Millimeter-Wave Integrated Circuits (MMWAVE IC). Radio Frequency Integrated Circuits (RFIC) are specifically utilized in mobile phones and wireless devices. These circuits, functioning as analog circuits, typically operate within the frequency range of 3 kHz to 2. 4 GHz (3,000 hertz to 2. 4 billion hertz). Diverse operational frequencies, including sub-6 GHz, between 26 and 39 GHz, and above 39 GHz, are employed across various sectors such as manufacturing, energy and utilities, media and entertainment, IT and telecom, transportation and logistics, healthcare, and others.
Note that the outlook for this market is being affected by rapid changes in trade relations and tariffs globally. The report will be updated prior to delivery to reflect the latest status, including revised forecasts and quantified impact analysis. The report's Recommendations and Conclusions sections will be updated to give strategies for entities dealing with the fast-moving international environment.
The sharp rise in U.S. tariffs and the ensuing trade tensions in spring 2025 are having a significant impact on the information technology sector, especially in hardware manufacturing, data infrastructure, and software deployment. Increased duties on imported semiconductors, circuit boards, and networking equipment have driven up production and operating costs for tech companies, cloud service providers, and data centers. Firms that depend on globally sourced components for laptops, servers, and consumer electronics are grappling with extended lead times and mounting pricing pressures. At the same time, tariffs on specialized software and retaliatory actions by key international markets have disrupted global IT supply chains and dampened foreign demand for U.S.-made technologies. In response, the sector is ramping up investments in domestic chip production, broadening its supplier network, and leveraging AI-powered automation to improve resilience and manage costs more effectively.
The 5G chipset market research report is one of a series of new reports from The Business Research Company that provides 5G chipset market statistics, including 5G chipset industry global market size, regional shares, competitors with a 5G chipset market share, detailed 5G chipset market segments, market trends and opportunities, and any further data you may need to thrive in the 5G chipset industry. This 5G chipset market research report delivers a complete perspective of everything you need, with an in-depth analysis of the current and future scenarios of the industry.
The 5G chipset market size has grown exponentially in recent years. It will grow from $16.88 billion in 2024 to $22.29 billion in 2025 at a compound annual growth rate (CAGR) of 32.0%. The growth in the historic period can be attributed to evolution of mobile communication standards, increasing demand for higher data transfer rates, proliferation of internet of things (IoT) devices, growth of mobile broadband services, development of smart cities and connected infrastructure.
The 5G chipset market size is expected to see exponential growth in the next few years. It will grow to $67.94 billion in 2029 at a compound annual growth rate (CAGR) of 32.1%. The growth in the forecast period can be attributed to adoption of 5G in industrial automation and IoT, expansion of 5G networks for enhanced mobile connectivity, rise in demand for low-latency and high-bandwidth applications, integration of 5G in autonomous vehicles and smart transportation, growing deployment of 5G in rural and remote areas. Major trends in the forecast period include emergence of mmWave technology in 5G chipsets, development of energy-efficient and compact 5G chipsets, integration of artificial intelligence (AI) in 5G chipset design, focus on open ran (radio access network) architectures, implementation of 5G chipsets for fixed wireless access (FWA).
The forecast of 32.1% growth over the next five years reflects a modest reduction of 0.2% from the previous estimate for this market. This reduction is primarily due to the impact of tariffs between the US and other countries. This is likely to directly affect the US by raising prices for smartphones and IoT devices, as key semiconductor suppliers in Taiwan and South Korea adjust for tariff impacts. The effect will also be felt more widely due to reciprocal tariffs and the negative effect on the global economy and trade due to increased trade tensions and restrictions.
The increasing mobile data traffic is playing a significant role in driving the growth of the 5G chipset market. Mobile data traffic refers to the volume of data transmitted across a network at any given time. As mobile data traffic expands, there is a growing need for enhanced network performance and data connectivity, which will be supported by future 5G network generations, thereby accelerating the development of 5G chipsets. For example, in November 2023, the Ericsson Mobility Report, published by Telefonaktiebolaget LM Ericsson, a Sweden-based telecommunications company, projected that global mobile data traffic will triple by the end of 2029, with 5G subscriptions expected to exceed 5.3 billion and average smartphone data usage rising from 21GB to 56GB per month between 2023 and 2029. As a result, the increasing mobile data traffic is anticipated to drive the growth of the 5G chipset market in the coming years.
The increasing reliance on the internet is poised to propel the expansion of the 5G chipset market. The internet, denoting interconnected computer networks and devices utilizing standardized protocols for data and information exchange, serves as the foundation for 5G networks. 5G chipsets, as the backbone of this technology, facilitate faster and more reliable wireless communication, crucial for applications ranging from mobile devices to IoT and smart cities. The transition to 5G connectivity is generating heightened demand for 5G chipsets. For instance, data from Meltwater, a Netherlands-based software company, reveals a surge of 224 thousand (+0. 3 percent) internet users in the UK between 2022 and 2023, totaling 66. 11 million users overall. Thus, the escalating internet usage is steering the growth of the 5G chipset market.
Product innovations have become a key trend gaining traction in the 5G chipset market. Leading companies in the sector are developing innovative products to drive market expansion. For instance, in July 2024, Qualcomm Technologies, Inc., a US-based provider of wireless telecommunications products and services, introduced the Snapdragon 4s Gen 2 chipset. This chipset is designed to power affordable 5G smartphones, supporting standalone (SA) 5G network compatibility at a price point as low as Rs 8,300. Its importance lies in increasing 5G accessibility, making advanced mobile technology available to a broader audience, particularly in emerging markets like India, while competing with MediaTek in the budget segment.
Prominent companies within the 5G chipset market are directing their efforts towards pioneering advancements to deliver dependable services to their customers. These innovations in 5G chipsets revolve around the creation of highly efficient, compact, and high-performance semiconductor solutions that drive the evolution of wireless communication networks for the next generation. These developments enable faster data speeds, reduced latency, and support a diverse array of devices and applications. An example of such innovation is seen in MediaTek Inc., a Taiwan-based semiconductor company, which, in May 2023, unveiled the Dimensity 9200+ 5G chipset. This chipset is specifically tailored for smartphones and features an integrated sixth-generation artificial intelligence (AI) processing unit (APU 690) for effective noise reduction. It introduces the first 64-bit Armv9 (Arm version 9) performance cores for smartphones, optimizing flagship experiences through ultimate performance.
In a significant move in February 2022, Advanced Micro Devices, Inc., a US-based semiconductor company, successfully acquired Xilinx Inc., a US-based semiconductor company known for providing 5G chipsets, for an undisclosed amount. This strategic acquisition aligns with Advanced Micro Devices, Inc. 's objective of broadening its portfolio, encompassing central processing units (CPUs), graphics processing units (GPUs), field programmable gate arrays (FPGAs), and Adaptive System-on-Chips (SoCs). The aim is to offer high-performance and adaptive computing solutions, consolidating the company's position in the dynamic landscape of advanced semiconductor technologies.
Major companies operating in the 5G chipset market include Qorvo Inc., Qualcomm Technologies Inc., Huawei Technologies Co. Ltd., Samsung Electronics Co. Ltd., UNISOC Communications Inc., Intel Corporation, MediaTek Inc., Infineon Technologies AG, Xilinx Inc., NOKIA CORPORATION, Skyworks Solutions Inc., NXP Semiconductors, Advanced Micro Devices Inc., International Business Machines Corporation, Broadcom Inc., Marvell Technology Group Ltd., Analog Devices Inc., Renesas Electronics Corporation, Fujitsu Limited, Integrated Device Technology Inc., Texas Instruments Incorporated, STMicroelectronics N. V., Murata Manufacturing Co. Ltd., Cavium Inc., MACOM Technology Solutions Holdings Inc., Anokiwave Inc., Sequans Communications S. A., MaxLinear Inc., Inseego Corp., Sierra Wireless Inc., Telit Communications PLC, Quectel Wireless Solutions Co. Ltd., Fibocom Wireless Inc.
Asia-Pacific was the largest region in the 5G chipset market in 2024. Asia-Pacific is expected to be the fastest-growing region in the forecast period. The regions covered in the 5g chipset market report are Asia-Pacific, Western Europe, Eastern Europe, North America, South America, Middle East, Africa
The countries covered in the 5g chipset market report are Australia, Brazil, China, France, Germany, India, Indonesia, Japan, Russia, South Korea, UK, USA, Italy, Canada, Spain.
The 5G chipset market consists of revenues earned by entities by providing devices and solutions to 5G wireless communication with enhanced network coverage and higher data speed. The market value includes the value of related goods sold by the service provider or included within the service offering. The 5G chipset market also includes sales of radio frequency ICs (RFICs), system-on-chips (SoCs), application-specific integrated circuits (ASICs), cellular ICs, and millimeter-wave (mmWave) ICs. Values in this market are 'factory gate' values, that is the value of goods sold by the manufacturers or creators of the goods, whether to other entities (including downstream manufacturers, wholesalers, distributors, and retailers) or directly to end customers. The value of goods in this market includes related services sold by the creators of the goods.
The market value is defined as the revenues that enterprises gain from the sale of goods and/or services within the specified market and geography through sales, grants, or donations in terms of the currency (in USD, unless otherwise specified).
The revenues for a specified geography are consumption values that are revenues generated by organizations in the specified geography within the market, irrespective of where they are produced. It does not include revenues from resales along the supply chain, either further along the supply chain or as part of other products.
5G Chipset Global Market Report 2025 from The Business Research Company provides strategists, marketers and senior management with the critical information they need to assess the market.
This report focuses on 5g chipset market which is experiencing strong growth. The report gives a guide to the trends which will be shaping the market over the next ten years and beyond.
Where is the largest and fastest growing market for 5g chipset ? How does the market relate to the overall economy, demography and other similar markets? What forces will shape the market going forward, including technological disruption, regulatory shifts, and changing consumer preferences? The 5g chipset market global report from the Business Research Company answers all these questions and many more.
The report covers market characteristics, size and growth, segmentation, regional and country breakdowns, competitive landscape, market shares, trends and strategies for this market. It traces the market's historic and forecast market growth by geography.
The forecasts are made after considering the major factors currently impacting the market. These include the technological advancements such as AI and automation, Russia-Ukraine war, trade tariffs (government-imposed import/export duties), elevated inflation and interest rates.