Summary
This report examines in detail Artificial Intelligence (AI), 5G, Automotive, and Memory Chips (DRAM, NAND, NVM). Markets for the ICs and their applications are forecast to 2026, and market shares given in each sector. A profile of the IC manufacturers for each sector is presented.
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Table of Contents
Chapter 1 Executive Summary 1-1
Chapter 2 Automotive 2-1
2.1 Automotive Industry Metrics 2-1
2.2 Automotive Semiconductor Industry 2-5
2.2.1 Automotive Memory Semiconductors 2-7
2.2.2 Automotive Semiconductors By Type 2-12
2.2.2.1 Microcontrollers 2-12
2.2.2.2 ASSP/ASICs 2-12
2.2.2.3 Analog 2-15
2.2.2.4 Discrete 2-15
2.3 Key Technology And Component Suppliers 2-15
NXP 2-15
STMicroelectronics 2-19
Renesas Electronics 2-20
Nvidia 2-20
Intel (Mobileye and Moovit) 2-21
Skyworks 2-23
Qualcomm 2-24
onsemi 2-24
Texas Instruments 2-24
Analog Devices 2-25
2.4 Automotive/ Advanced Driver Assistance Systems (ADAS) 2-26
2.4.1 Competition from Alternative Automotive AI Chips 2-32
Intel-Mobileye 2-33
Qualcomm 2-34
Nvidia 2-35
Huawei 2-35
Horizon Robotics 2-36
Black SesameTechnologies 2-36
Xin Chi Technology 2-37
Tesla 2-37
2.5 LiDAR Sensors 2-40
2.5.1 LiDAR ? Cost Considerations 2-43
2.5.2 Automotive Applications 2-47
2.5.3 LiDAR Suppliers 2-49
Velodyne 2-51
Luminar 2-51
Aeva 2-52
Ouster 2-52
Innoviz 2-52
Hesai 2-53
Livox 2-53
Innovusion 2-53
Chapter 3 5G 3-1
3.1 5G Chip Technology and Trends 3-1
3.2 Applications 3-4
3.2.1 Mobile Handsets 3-4
3.2.2 Interdisciplinary Connections 3-6
3.3 Market Analysis 3-8
3.3.1 Market Forecasts 3-8
3.3.2 New Components For 5G vs 4G 3-20
3.3.2.1 5G Modem Chip Overview 3-20
3.3.2.2 5G Chips 3-21
3.3.2.3 mmWave Modules 3-23
3.3.2.4 Traditional MIMO Antennas 3-25
3.4 5G Chip Supplier Products and Profiles 3-35
Analog Devices 3-35
Anokiware 3-36
Apple 3-36
Broadcom 3-36
Huawei 3-38
Infineon 3-39
Intel 3-39
Inphi 3-40
Microchip 3-41
MediaTek 3-42
Marvell 3-43
M/A-Com 3-44
NXP Semiconductor 3-46
Onsemi 3-47
Qualcomm 3-47
Qorvo 3-48
Samsung Electronics 3-50
Sivers IMA 3-50
Skyworks Solutions 3-51
STMicroelectronics 3-51
Teradyne 3-52
Texas Instruments 3-53
Win Semiconductors 3-54
Xilinx 3-55
Chapter 4 Artificial Intelligence (AI) 4-1
4.1 AI Technology and Trends 4-1
4.1.1 Cloud AI Computing 4-1
4.1.2 Edge AI Computing 4-4
4.1.3 The Elements Of Artificial Intelligence 4-5
4.1.3.1 Importance Of Training And Inference 4-5
4.1.3.2 The Growing Importance Of Accelerators In Dc Spending 4-6
4.1.3.3 Training Costs 4-8
4.1.3.4 Generative AI 4-10
4.2 Market Analysis 4-13
4.2.1 AI Chip Revenue Forecast 4-13
4.3 Applications 4-24
4.3.1 Industry Applications of AI 4-24
4.3.1.1 Smart Healthcare 4-24
4.3.1.2 Smart Security 4-25
4.3.1.3 Smart Finance 4-26
4.3.1.4 Smart Grid 4-26
4.3.1.5 Smart Hone 4-27
4.3.2 AI-Powered Devices 4-28
4.3.2.1 Smart Speakers 4-28
4.3.2.2 Drones 4-30
4.3.2.3 Intelligent Robots 4-31
4.3.3 Military/Defense Applications 4-33
4.3.3.1 China’s AI Plan 4-37
4.3.2.1 Driverless Vehicles 4-15
4.3.2.2 Computer Chips 4-15
4.3.2.3 Financial 4-15
4.3.2.4 Facial Recognition 4-16
4.3.2.5 Retail 4-16
4.3.2.6 Robots 4-16
4.3.3 AI Chip Revenue Forecast 4-17
4.4 AI Chip Technology 4-41
4.4.1 Graphics Processing Unit (GPU) 4-41
4.4.2 Field Programmable Gate Array (FPGA) 4-42
4.4.3 Application Specific Integrated Circuits (ASIC) 4-42
4.4.4 Neuromorphic Chips 4-43
4.4.5 Data Processing Units (DPUs) 4-43
4.5 AI Chip Supplier Products and Profiles 4-45
4.5.1 IC Vendors 4-45
Achronix 4-45
AMD 4-46
Ampere 4-46
Biren Technology 4-47
Flex Logix 4-48
IBM 4-49
Intel 4-49
MediaTek 4-50
Nvidia 4-51
NXP 4-52
Qualcomm 4-53
Rockchip 4-54
Samsung Electronics 4-54
STMicroelectronics 4-55
Tentsorrent 4-56
Xilinx 4-56
4.5.2 Cloud Providers ? Tech Leaders 4-57
Alibaba 4-57
Alibaba Cloud 4-58
Amazon 4-58
Apple 4-60
Baidu 4-61
Meta 4-62
Fujitsu 4-62
Google 4-63
Huawei Cloud 4-65
Microsoft 4-65
Nokia 4-66
Tencent Cloud 4-67
Tesla 4-68
4.5.3 IP Vendors 4-68
ARM 4-68
CEVA 4-69
Imagination 4-70
VeriSilicon 4-70
Videantis 4-71
4.5.4 Startups Worldwide 4-72
Adapteva 4-72
aiCTX 4-73
AImotive 4-74
AlphaICs 4-74
Anari AI 4-75
Blaize 4-75
BrainChip 4-75
Cerebras Systems 4-76
Cornami 4-77
DeepScale 4-77
Anari AI 4-78
Esperanto Technologies 4-79
Graphcore 4-80
GreenWaves Technology 4-81
Groq 4-82
Hailo AI 4-83
KAIST 4-83
Kalray 4-84
Kneron 4-84
Knowm 4-85
Koniku 4-85
Mythic 4-85
SambaNova Systems 4-86
Tachyum 4-88
Via 4-88
videantis 4-89
Wave Computing 4-89
4.5.5 Startups in China 4-91
AISpeech 4-91
Bitmain 4-91
Cambricon 4-92
Chipintelli 4-93
DeePhi Tech 4-93
Horizon Robotics 4-93
NextVPU 4-94
Rokid 4-94
Thinkforce 4-94
Unisound 4-95
Chapter 5 Memory Chips 5-1
5.1 Memory Technology and Trends 5-1
5.1.1 DRAM 5-4
5.1.2 NAND 5-7
5.1.3 NVRAM ? MRAM, RRAM, and FERAM 5-13
5.2 Applications 5-20
5.2.1 DRAM 5-20
5.2.1.1 Server 5-20
5.2.1.2 PC 5-20
5.2.1.3 Graphics 5-21
5.2.1.4 Mobile 5-21
5.2.1.5 Consumer 5-22
5.2.2 NAND 5-22
5.2.2.1 SSD 5-22
5.2.2.2 PC 5-22
5.2.2.3 TV 5-23
5.2.2.4 Mobile 5-23
5.2.2.5 USB 5-24
5.3 Market Analysis 5-25
5.4 Memory Chip Supplier Products and Profiles 5-44
CXMT 5-44
Fujian 5-44
GigaDevice Semiconductor 5-45
Intel 5-45
Micron Technology 5-46
Nanya 5-46
Powerchip Technology 5-47
Samsung Electronics 5-47
SK Hynix 5-48
Toshiba (Kloxia) 5-49
Tsinghua Chongqing 5-49
Western Digital 5-50
Winbond 5-50
YMTC 5-51
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List of Tables/Graphs
List of Figures
1.1 IC Market By Revenue By Type By Quarter 2019-2023 1-4
1.2 IC Market By Units By Type By Quarter 2019-2023 1-5
1.3 IC Market By Asps By Type By Quarter 2019-2023 1-6
1.4 Smartphone And PC Unit Shipments By Quarter 2022-
2023 1-15
1.5 Smartphone And PC Unit Shipments By Year 2021-2024 1-16
1-6 PC Semiconductor Market Forecast 2015-2026 1-26
1.7 Logic Revenues By Quarter 2019-2023 1-30
1.8 Memory Revenues By Quarter 2019-2023 1-31
1.9 Memory Units By Quarter 2019-2023 1-32
1.10 Memory ASPs By Quarter 2019-2023 1-33
2.1 Semiconductor Content Per Vehicle Forecast 2-6
2.2 Key Applications Of Semiconductors In An Automobile 2-9
2.3 Diagram Of Automotive Memory Needs 2-11
2.4 Automotive Memory Market Share 2-13
2.5 Automotive Semiconductor Market Share 2-14
2.6 Average Semiconductor Content Per Car By Level Of
Automation 2-28
2.7 Automotive Imaging Segments 2-30
2.8 Five Levels Of Autonomous Driving 2-48
3.1 RF Chip Market Forecast By Network Generation 3-13
4.1 Performance Comparison Of TPU, GPU, And CPU 4-2
4.2 Artificial Intelligence Market Share by Chip Type 2022
and 2023 4-15
4.3 AI Training And Inference 4-16
4.4 AI Training And Inference Chip Forecast 4-17
4.5 AI Training And Inference Chip Forecast By Type 4-20
4.6 Total Top Global Defense Company M&A 2013-2020 4-35
5.1 DRAM Scaling 5-5
5.2 DRAM Memory Shrink Roadmap 5-6
5.3 3D-NAND Memory Shrink Roadmap 5-9
5.4 Transition From SLC To QLC 5-12
5.5 Comparison Of Non-Volatile Ram Write Times 5-14
5.6 Competition In Dissipation Speed And Memory Capacity 5-15
5.7 DRAM Content Of Chinese Smartphones 5-40
5.8 NAND Content Of Chinese Smartphones 5-41
5.9 Total Available Market For SST MRAM 5-42
5.10 Total Available Market For Toggle MRAM 5-43
List of Tables
1.1 Semiconductor Market Forecast By End Application
2019-2026 1-3
1.2 Smartphone Unit Shipment Forecast 2019-2026 1-8
1.3 Smartphone Semiconductor Content Forecast 2019-2026 1-9
1.4 Smartphone Semiconductor Market By Revenue 2019-
2026 1-10
1.5 Smartphone Semiconductor Revenue Content 2019-2026 1-11
1.6 Smartphone Dram ASPs Forecast 2019-2026 1-12
1.7 Smartphone Nand ASPs Forecast 2019-2026 1-13
1.8 PC Market Forecast By Type 2019-2026 1-17
1.9 PC Semiconductor Market Forecast 2019-2026 1-18
1-10 PC Memory Revenue Market Forecast 2019-2026 1-19
1-11 PC Memory Gb Market Forecast By Type 2019-2026 1-20
1-12 Server Market Forecast 2019-2026 1-25
1-13 Server Semiconductor Market Forecast 2019-2026 1-27
1-14 Server Memory Revenue Market Forecast 2019-2026 1-28
1-15 Server GPU Revenue Market Forecast 2019-2026 1-29
2.1 EV Shipment Forecast By Region 2018-2025 2-3
2.2 ICE Auto Shipment Forecast By Region 2018-2025 2-4
2.3 Automotive Semiconductor Sales Forecast 2019-2025 2-8
2.4 Automotive Semiconductor Sales By Company 2022-
2024 2-16
2.5 Top Automotive Semiconductor Sales By Customer 2021-
2022 2-17
2.6 SOC Autopilot Chip Versions 2-39
2.7 Functionality Comparison Of Sensor Modalities 2-41
2.8 Differences Among Lidar Devices 2-45
2.9 Major Lidar Companies 2-50
3.1 Feature Comparison Of Smartphone PAs By Generation 3-5
3.2 5G Subscriptions 3-9
3.3 Smartphone Forecast By Geographic Region 3-10
3.4 Smartphone Subscription Forecast By Technology 3-11
3.5 5G Smartphone Forecast By Geographic Region 3-12
3.6 5G Smartphone Mobile Semiconductor Forecast 3-15
3.7 5G Semiconductor Total Available Market Forecast 3-17
3.8 5G Smartphone Shipment By Major OEMs 3-18
3.9 5G Smartphone Penetration By Country 3-19
3.10 Mobile Subscriptions By Region 3-29
3.11 Smartphone Subscriptions By Region 3-30
3.12 LTE Subscriptions By Region 3-31
3.13 5G Subscriptions By Region 3-32
3.14 Data Traffic Per Smartphone By Region 3-33
3.15 Mobile Data Traffic By Region 3-34
4.1 Artificial Intelligence Market Forecast By Chip Type 2019-
2026 4-14
4.2 AI Training And Inference Chip Forecast 4-18
4.3 AI Chip Forecast By Chip Type 4-21
4.4 Characteristics Of CPU, FPGA, CCPU, and ASIC 4-22
4.5 Characteristics Of CPU, FPGA, CCPU, and ASIC 4-23
4.6 Smart Speaker Products 4-29
5.1 Comparison Of Non-Volatile RAM Technology 5-16
5.2 Total DRAM Industry Revenue Forecast 2019-2026 5-26
5.3 Total DRAM Bit Shipment Revenue Forecast 2019-2026 5-27
5.4 Total DRAM Blended ASP ($/GB) Revenue Forecast 2015-
2026 5-28
5.5 Total DRAM Bit Supply Forecast 2019-2026 5-29
5.6 DRAM Revenue By End Market Forecast 2019-2026 5-30
5.7 DRAM Capacity By Company Forecast 2018-2024 5-31
5.8 DRAM Revenue By Company Forecast 2018-2024 5-32
5.9 Total NAND Industry Revenue Forecast 2019-2026 5-33
5.10 Total NAND Bit Shipment Revenue Forecast 2019-2026 5-34
5-11 Total NAND Blended ASP ($/Gb) Revenue Forecast 2019-
2026 5-35
5-12 Total NAND Bit Supply Forecast 2019-2026 5-36
5-13 NAND Revenue By End Market Forecast 2019-2026 5-37
5-14 NAND Capacity By Company Forecast 2018-2024 5-38
5-15 NAND Revenue By Company Forecast 2018-2024 5-39
