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市場調查報告書
商品編碼
1874063
ASIC晶片市場ASIC Chip Market |
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2024 年 ASIC 晶片市值為 171.9 億美元,預計到 2031 年將成長至 253.8 億美元,2031 年至 2031 年的複合年成長率預計為 6.3%。
分析師觀點:
推動ASIC晶片市場發展的主要因素包括晶片技術的進步、對可客製化積體電路(IC)需求的成長以及在消費性電子產品領域應用的日益廣泛。影響產業動態的一個顯著趨勢是,ASIC生產中採用了先進的7奈米工藝,並開發了專為人工智慧、5G、雲端運算和邊緣運算工作負載量身定做的結構化ASIC,同時也開發了用於攜帶式設備的超緊湊型電容器。
ASIC晶片市場概況:
專用積體電路 (ASIC) 是專為特定應用而設計的專用積體電路。與標準邏輯積體電路或可程式邏輯元件相比,ASIC 體積更小、能效更高。然而,其缺點是設計和製造成本可能很高,尤其是在小批量生產的情況下。 ASIC 幾乎應用於所有電子設備中,其功能涵蓋音訊處理到自訂影像渲染等各個方面。
戰略洞察
ASIC晶片市場促進因素:
人工智慧和物聯網等先進技術的融合
ASIC晶片日益成長的需求吸引了AMD、NVIDIA和Intel等大型科技公司的關注,因為ASIC旨在顛覆傳統的CPU和GPU市場。谷歌的TPU v4超級電腦就是ASIC對人工智慧處理產生重大影響的一個顯著例證。該電腦整合了約4000個TPU,並採用光路交換技術,在顯著降低能耗的同時,實現了十倍的速度提升。這項進步得益於Google專有的光路交換技術所帶來的系統互連拓樸結構的改變。 TPU v4超級電腦充分展現了ASIC在人工智慧開發中的巨大潛力,並為未來的創新鋪平了道路。 ASIC在人工智慧處理領域的引進標誌著一項變革性的發展,有望重塑人工智慧的格局。憑藉其卓越的速度和效率,ASIC能夠為特定任務提供客製化的解決方案,使其成為複雜處理工作負載的理想選擇。 ASIC將在人工智慧的未來發展中扮演至關重要的角色。
ASIC晶片市場細分分析:
ASIC晶片市場按類型、應用和地區進行分類。按類型分類,包括全客製化晶片、半客製化晶片和可編程邏輯裝置。按應用分類,市場分為資料處理系統、消費性電子、電信、醫療儀器和其他領域。按地區分類,ASIC晶片市場分為五大區域:北美、歐洲、亞太地區(APAC)、中東和非洲(MEA)以及南美(SAM)。
預計在2031年至2032年的預測期內,全客製化積體電路市場將達到顯著的複合年成長率。這些積體電路在提供更高速度和可靠性的同時,也能降低功耗。設計人員可以自訂佈局、邏輯單元、電路和機械結構,最佳化積體電路上的儲存單元,從而縮短處理時間並最大限度地降低風險。然而,與半客製化積體電路相比,全客製化專用積體電路的製造週期較長,通常針對特定應用需要約八週時間。
2022年,消費性電子領域在全球市場佔據了相當大的佔有率。預計該領域將為價值鏈上的所有利益相關者帶來豐厚的成長機遇,這主要得益於全球平板電腦、智慧型手機和筆記型電腦中ASIC晶片使用量的不斷成長。 ASIC晶片具有許多優勢,包括智慧財產權安全、低功耗、高頻寬和小型化等,這些優勢推動了其在消費性電子產品製造領域的應用。此外,電子設備的快速發展提高了能源效率和穩定性,進一步促進了ASIC晶片市場的成長。除了消費性電子領域,這些積體電路也廣泛應用於電信和醫療等各行業。
ASIC晶片市場區域分析:
預計在預測期內,歐洲市場將經歷快速的收入成長,這主要得益於工業自動化領域對專用積體電路(ASIC)需求的不斷成長。此外,自動駕駛汽車和電動車的日益普及,以及工業自動化領域對機器視覺和機器人技術日益成長的需求,預計也將推動ASIC晶片市場的發展。
預計亞太市場在預測期內將佔據顯著的收入佔有率,這主要得益於消費性電子和電信行業對專用積體電路(ASIC)晶片需求的不斷成長。北美市場預計在預測期內也將佔據可觀的收入佔有率,這主要得益於汽車、電信、航太和國防等產業對高效能運算解決方案日益成長的需求。此外,該地區主要半導體製造商的集中以及對5G等新興技術需求的不斷成長,也是推動ASIC晶片市場成長的其他因素。
ASIC晶片市場報告範圍
ASIC晶片市場主要參與者分析:
ASIC晶片市場的主要參與者包括德州儀器、比特大陸、英飛凌科技、AMD、英偉達、賽靈思、台積電、三星電子、安森美半導體和英特爾。本研究也分析了其他幾家重要公司,以全面展現ASIC晶片市場的生態系統。 ASIC晶片市場的主要參與者正積極投入研發,以獲得競爭優勢。
最新進展:
ASIC晶片市場的參與者正在採用有機成長和無機成長相結合的策略。以下是ASIC晶片市場近期一些值得關注的發展動態:
The ASIC chip market was valued at US$ 17.19 Billion in 2024 and is projected to grow to US$ 25.38 Billion by 2031, with an anticipated CAGR of 6.3% from 2031 to 2031.
Analyst Perspective:
The primary factors driving the ASIC chip market include advancements in chip technology, a rising demand for customizable integrated circuits (ICs), and an increasing application in consumer electronics. A notable trend impacting the industry dynamics is the adoption of advanced 7-nm technology for ASIC production and the development of structured ASICs tailored for AI, 5G, cloud, and edge computing workloads, alongside the creation of ultra-compact capacitors for portable devices.
ASIC Chip Market Overview:
An application-specific integrated circuit (ASIC) is a specialized type of integrated circuit designed for a specific application. Compared to standard logic integrated circuits or programmable logic devices, ASICs can be smaller and more energy-efficient. However, the downside is that they can be costly to design and manufacture, especially for low-volume production. ASICs are utilized in nearly all electronic devices, serving functions from audio processing to custom image rendering.
Strategic Insights
ASIC Chip Market Driver:
Integration of Advanced Technologies like AI and IoT
The growing demand for ASICs has attracted the attention of major tech companies such as AMD, NVIDIA, and Intel, as ASICs aim to disrupt the conventional CPU and GPU markets. A significant example of ASIC's impact on AI processing is Google's TPU v4 supercomputer, which integrates approximately 4,000 TPUs with optical circuit switching, achieving a tenfold increase in speed while significantly lowering energy consumption. This advancement was facilitated by changes in the system's interconnect topology enabled by Google's proprietary optical circuit switches. The TPU v4 supercomputer exemplifies the potential of ASICs in AI development and paves the way for future innovations. The introduction of ASICs in AI processing marks a transformative development that could reshape the AI landscape. With their exceptional speed and efficiency, ASICs offer tailored solutions for specific tasks, making them ideal for complex processing workloads. ASICs are poised to play a crucial role in the future of AI.
ASIC Chip Market Segmental Analysis:
The ASIC chip market is categorized by type, application, and region. By type, it includes full custom, semi-custom, and programmable logic devices. In terms of application, the market is divided into data processing systems, consumer electronics, telecommunications, medical instrumentation, and others. Regionally, the ASIC chip market is segmented into five key areas: North America, Europe, Asia Pacific (APAC), the Middle East & Africa (MEA), and South America (SAM).
The full custom segment is expected to experience significant CAGR during the forecast period from 2031 to 2031. These ICs provide enhanced speed and reliability while consuming less power. Designers can customize layouts, logic cells, circuits, and mechanical structures, optimizing memory cells on the IC, which reduces processing time and minimizes risks. However, the manufacturing timeline for full custom ASICs is longer, typically around eight weeks for a specific application, compared to semi-custom ASICs.
In 2022, the consumer electronics segment held a substantial share of the global market. This segment is projected to offer lucrative growth opportunities for all stakeholders in the value chain, primarily driven by the increasing use of ASICs in tablets, smartphones, and laptops globally. ASICs provide numerous benefits, including IP security, low power consumption, enhanced bandwidth, and compact size, which are driving their adoption in consumer electronics manufacturing. Additionally, rapid advancements in electronic devices have improved energy efficiency and stability, further propelling the growth of the ASIC chip market. Beyond consumer electronics, these ICs are widely used across various sectors, including telecommunications and medical applications.
ASIC Chip Market Regional Analysis:
The European market is expected to experience rapid revenue growth during the forecast period, driven by the increasing demand for ASICs in industrial automation. Additionally, the rising adoption of autonomous and electric vehicles, along with the growing need for machine vision and robotics in industrial automation, is anticipated to boost the ASIC chip market.
The Asia Pacific market is projected to capture a significant revenue share during the forecast period, fueled by the rising demand for ASIC chips in consumer electronics and telecommunications. The North American market is also expected to hold a substantial revenue share during the forecast period, driven by the growing demand for high-performance computing solutions in sectors such as automotive, telecommunications, aerospace, and defense. Furthermore, the region's concentration of major semiconductor manufacturers and the increasing demand for emerging technologies like 5G are additional factors contributing to the growth of the ASIC chip market.
ASIC Chip Market Report Scope
ASIC Chip Market Key Player Analysis:
Key players in the ASIC chip market include Texas Instruments, Bitmain Technologies Ltd., Infineon Technologies, Advanced Micro Devices, Inc., Nvidia Corporation, Xilinx, Inc., Taiwan Semiconductor Manufacturing Company, Samsung Electronics Co. Ltd., On Semiconductor, and Intel Corporation. Several other significant companies have been analyzed in this research to provide a comprehensive view of the ASIC chip market ecosystem. Prominent players in the ASIC chip market are actively focusing on research and development (R&D) initiatives to gain a competitive edge.
Recent Developments:
Participants in the ASIC chip market are adopting both inorganic and organic strategies. Here are some notable recent developments in the ASIC chip market: