サマリー
この調査レポートは人工知能（AI)、5G、CMOSイメージセンサ、メモリーチップ（DRAM、NAND、NVM)向けICと関連アプリケーションについて詳細に調査し、2025年までの市場予測を行っています。また各セクタごとの市場シェアやICメーカの企業情報も掲載しています。
This report examines in detail Artificial Intelligence (AI), 5G, CMOS Image Sensor, and Memory Chips (DRAM, NAND, NVM). Markets for the ICs and their applications are forecast to 2025, and market shares given in each sector. A profile of the IC manufacturers for each sector is presented.
目次
Table of Contents (Preliminary)
1.0 Executive Summary 1-1
2.0 CMOS Image Sensors (CIS) 2-1
2.1 CMOS Sensors Technology and Trends 2-1
2.2 Applications 2-2
2.2.1 Automotive/Advanced Driver Assistance Systems (ADAS) 2-2
2.2.2 Smartphones 2-9
2.2.3 Others 2-9
2.3 Market Analysis 2-11
2.3.1 Introduction 2-11
2.3.2 Automotive 2-14
2.3.3 Smartphones 2-21
2.3.4 Others 2-23
2.4 CMOS Image Sensor Supplier Products and Profiles 2-25
Canon 2-25
Galaxycore 2-25
Hanamatsu 2-26
LG Electronics 2-26
Newsight Imaging 2-26
ON Semiconductor 2-27
Omnivision 2-28
Pixelplus 2-28
Samsung Electronics 2-28
SK Hynix 2-29
Sony 2-30
TowerJazz Panasonic 2-31
3.0 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 3-9
3.3.1 Market Forecasts 3-9
3.3.2 China Mobile Carriers 3-17
3.3.3 Japan Mobile Carriers 3-19
3.3.4 U.S. Mobile Carriers 3-20
3.4 5G Chip Supplier Products and Profiles 3-22
Analog Devices 3.22
Anokiware 3-23
Apple 3-23
Broadcom 3-24
Huawei 3-26
Infineon 3-26
Intel 3-27
Inphi 3-29
Microchip 3-30
MediaTek 3-31
Marvell 3-31
M/A-Com 3-33
NXP Semiconductor 3-35
On Semiconductor 3-36
Qualcomm 3-36
Qorvo 3-37
Samsung Electronics 3-38
Sivers IMA 3-38
Skyworks Solutions 3-39
STMicroelectronics 3-41
Teradyne 3-42
Texas Instruments 3-43
Win Semiconductors 3-44
Xilinx 3-45
4.0 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
4.2 Applications 4-5
4.2.1 Industry Applications of AI 4-5
4.2.1.1 Smart Healthcare 4-5
4.2.1.2 Smart Security 4-6
4.2.1.3 Smart Finance 4-7
4.2.1.4 Smart Grid 4-7
4.2.1.5 Smart Phone 4-8
4.2.2 AI-Powered Devices 4-9
4.2.2.1 Smart Speakers 4-9
4.2.1.2 Drones 4-11
4.2.1.3 Intelligent Robots 4-12
4.3 Market Analysis 4-14
4.3.1 Introduction 4-14
4.3.2 China’s AI Plan 4-14
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 4-25
4.4.1 Graphics Processing Unit (GPU) 4-25
4.4.2 Field Programmable Gate Array (FPGA) 4-27
4.4.3 Application Specific Integrated Circuits (ASIC) 4-27
4.4.4 Neuromorphic Chips 4-28
4.5 AI Chip Supplier Products and Profiles 4.29
4.5.1 IC Vendors 4.29
AMD 4-29
HiSilicon 4-30
IBM 4-30
Intel 4-30
MediaTek 4-31
Nvidia 4-32
NXP 4-33
Qualcomm 4-34
Rockchip 4-35
Samsung Electronics 4-36
STMicroelectronics 4-37
Xilinx 4-37
4.5.2 Cloud Providers ? Tech Leaders 4-40
Alibaba 4-40
Alibaba Cloud 4-40
Amazon 4-40
Apple 4-41
Baidu 4-42
Facebook 4-42
Fujitsu 4-42
Google 4-43
HuaweI Cloud 4-44
Microsoft 4-44
Nokia 4-45
Tencent Cloud 4-46
Tesla 4-46
4.5.3 IP Vendors 4-47
ARM 4-47
CEVA 4-47
Imagination 4-48
VeriSilicon 4-49
Videantis 4-49
4.5.4 Startups Worldwide 4-51
Adapteva 4-51
aiCTX 4-51
AImotive 4-52
AlphaICs 4-53
BrainChip 4-53
Cornami 4-54
DeepScale 4-54
Esperanto Technologies 4-55
Graphcore 4-56
GreenWaves Technology 4-56
KAIST 4-56
Kalray 4-57
Kneron 4-57
Knowm 4-58
Koniku 4-58
Mythic 4-58
SambaNova Systems 4-59
Videantis 4-59
Wave Computing 4-60
4.5.5 Startups in China 4-61
AISpeech 4-61
Bitmain 4-61
Cambricon 4-62
Chipintelli 4-62
DeePhi Tech 4-62
Horizon Robotics 4-63
NextVPU 4-63
Rokid 4-64
Thinkforce 4-64
Unisound 4-65
5.0 Memory Chips 5-1
5.1 Memory Technology and Trends 5-1
5.1.1 DRAM 5-1
5.1.2 NAND 5-10
5.1.3 NVRAM ? MRAM, RRAM, and FERAM 5-14
5.2 Applications 5-21
5.2.1 DRAM 5-21
5.2.1.1 Server 5-21
5.2.1.2 PC 5-21
5.2.1.3 Graphics 5-22
5.2.1.4 Mobile 5-22
5.2.1.5 Consumer 5-23
5.2.2 NAND 5-23
5.2.2.1 SSD 5-23
5.2.2.2 PC 5-23
5.2.2.3 TV 5-24
5.2.2.4 Mobile 5-25
5.2.2.5 USB 5-25
5.3 Market Analysis 5-26
5.4 Memory Chip Supplier Products and Profiles 5-41
Fujian 5-41
Innotron 5-41
Intel 5-42
Micron Technology 5-43
Nanya 5-43
Powerchip 5-43
Samsung Electronics 5-44
SK Hynix 5-45
Toshiba 5-46
Western Digital 5-47
Winbond 5-47
YMTC 5-48
List of Figures
2.1 Five Levels of Autonomous Driving 2-3
2.2 Average Semiconductor Content Per Car by Level of Automation 2-6
2.3. Automotive Imaging Segments 2-8
2.4 Market Shares of CMOS Image Sensor Manufacturers 2-13
2.5 Semiconductor Market Forecast for ADAS 2-17
2.6 IC Content Used in ADAS Systems ? 2015 2-19
2.7 Market Shares of Automotive CMOS Image Sensor Manufacturers 2-20
2.8 CMOS Image Sensor Market Forecast For Smartphones 2-22
2.9 CMOS Image Sensor Market Forecast For Other Applications 2-24
3.1 RF Chip Market Forecast by Network Generation 3-14
4.1 Performance Comparison of TPU, GPU, and CUP 4-2
4.2 AI Training and Inference 4-18
4.3 AI Training and Inference Chip Forecast - Revenue 4-19
4.4 AI Training and Inference Chip Forecast by Type ? Units 4-22
5.1 DRAM Scaling 5-2
5.2 Memory Industry Shrink Roadmap and EUV Insertion 5-3
5.3 Quadruple Patterning Technology 5-5
5.4 Ultra-Thin Dielectric Layer Deposition 5-7
5.5 Proprietary Circuit Design Technology 5-9
5.6 Transition from SLC to QLC NAND 5-13
5.7 Comparison Of Non-Volatile Ram Write Times 5-15
5.8 Competition In Dissipation Speed And Memory Capacity 5-16
5.9 Comparison Of Non-Volatile RAM Technology 5-17
5.10 Total Available Market for SST MRAM 5-39
5.11 Total Available Market for Toggle MRAM 5-40
List of Tables
2.1 Levels of Autonomous Driving 2-3
2.2 Market Forecast of CMOS Image Sensors by Application 2-12
2.3 Aotomotive Image Sensor Market by Application 2-15
2.4 Forecast of ADAS Market by Systems 2-18
3.1 Feature Comparison of Smartphone Power Amplifiers by Generations 3-5
3.2 Smartphone Subscription Forecast by Geographic Region 3-10
3.3 Smartphone Subscription Forecast by Technology 3-11
3.4 5G Smartphone Subscription Forecast by Geographic Region 3-12
3.5 5G Smartphone Plans by Geographic Region 3-13
3.6 5G Smartphone Mobile Semiconductor Forecast 3-16
3.6 Top Wireless Carriers 3-18
4.1 Smart Speaker Products 4-10
4.2 AI Training and Inference Chip Forecast 4-20
4.3 AI Chip Forecast by Chip Type 4-23
4.4 Characteristics of CPU, FPGA, CPU, and ASIC 4-24
4.5 Characteristics of CPU, FPGA, CPU, and ASIC 4-25
5.1 DRAM Bit Growth Supply Forecast by Company 5-27
5.2 DRAM Bit Growth Demand Forecast by Application 5-28
5.3 DRAM Wafer Capacity Forecast by Fab - Wafers 5-29
5.4 DRAM Market Shares 5-30
5.5 DRAM Capex Forecast by Company 5-31
5.6 NAND Bit Growth Supply Forecast by Company 5-32
5.7 NAND Bit Growth Demand Forecast by Application 5-33
5.8 NAND Wafer Capacity by Company Fab 5-34
5.9 3D NAND Wafer Capacity Forecast by Fab 5-35
5.10 Cloud Capex Spend 5-36
5.11 DRAM Content of Chinese Smartphones 5-37
5.12 NAND Content of Chinese Smartphones 5-38
