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5G向けメモリ、パワー、人工知能(AI)半導体の成長機会 :2025年までの予測

Growth Opportunities for Memory, Power, and Artificial Intelligence (AI) Semiconductors in 5G, Forecast to 2025

発行 Frost & Sullivan 商品コード 936663
出版日 ページ情報 英文 130 Pages
納期: 即日から翌営業日
価格
本日の銀行送金レート: 1USD=106.59円で換算しております。
5G向けメモリ、パワー、人工知能(AI)半導体の成長機会 :2025年までの予測 Growth Opportunities for Memory, Power, and Artificial Intelligence (AI) Semiconductors in 5G, Forecast to 2025
出版日: 2020年04月27日 ページ情報: 英文 130 Pages
概要

当レポートでは、5G向けメモリ、パワー、人工知能(AI)半導体について調査し、市場概要、市場成長への影響要因、収益予測と動向、および成長機会などについて分析しています。

目次

エグゼクティブダッシュボード

  • 変革的成長への5つのステッププロセス
  • サプライヤーの戦略的な必須事項

成長環境 - 市場概要

  • 市場の定義
  • 市場セグメンテーション
  • 主な質問事項

5Gネットワーク技術の基礎

  • 通信ネットワーク技術の進化
  • ベンチマークパラメータの比較
  • ベンチマークパラメータの説明
  • 4Gネットワークトポロジ
  • 5Gネットワークトポロジ
  • コア5G技術の説明

成長要因と抑制要因 - 5G 向けAI、メモリ、およびパワーアンプ半導体市場

  • 市場成長要因
  • 成長要因の説明
  • 市場の抑制要因
  • 抑制要因の説明

5GとWi-Fiの比較

  • 5GとWi-Fi

6Gのタイムライン

  • 5Gおよび6Gの進化のタイムライン
  • ビジョン2030 - 6G変革体験

市場予測

  • 予測の前提条件
  • 市場エンジニアリング測定
  • 収益予測
  • 収益予測のディスカッション
  • チップタイプ別の収益予測
  • チップタイプ別のパーセント収益率予測
  • チップタイプ別収益予測ディスカッション
  • 業界別パーセント収益率予測
  • 業界別収益予測
  • 業界別収益予測ディスカッション

地域のホットスポット

  • 地域のホットスポット - 5Gの導入

5Gメモリ半導体:セグメント分析

  • 市場エンジニアリング測定
  • 収益予測
  • 収益予測のディスカッション
  • タイプ別パーセント収益率予測
  • タイプ別収益予測
  • タイプ別収益予測ディスカッション
  • 業界別パーセント収益率予測
  • 業界別収益予測
  • 業界別収益予測ディスカッション
  • 競合環境
  • 5Gにおける市場参入企業の活動

5Gパワーアンプ半導体のセグメント分析

  • 市場エンジニアリング測定
  • 収益予測
  • 収益予測のディスカッション
  • 業界別パーセント収益率予測
  • 業界別収益予測
  • 業界別収益予測ディスカッション
  • 競合環境
  • 5Gにおける市場参入企業の活動

5G AI半導体のセグメント分析

  • 市場エンジニアリング測定
  • 収益予測
  • 収益予測のディスカッション
  • 業界別パーセント収益率予測
  • 業界別収益予測
  • 業界別収益予測ディスカッション
  • 競合環境
  • 5Gにおける市場参入企業の活動

視覚的シナリオ

  • マクロからマイクロビジョンへ
  • 5G向けAI、メモリ、およびパワーアンプ半導体市場に影響を与える傾向と要因

成長パイプライン

  • 成長のためのレバー
  • 成長パイプライン

ビジョンと戦略 - 成長機会

  • 成長機会 1 - 産業用IoT - マテリアルハンドリング
  • 成長機会 2 - 産業用IoT - iShopfloor
  • パーソナライズされた生産への大量カスタマイズの説明
  • 成長機会 3 - フィットネスおよび医療IoT
  • 成長機会 4 - 自律走行車
  • 自動車の研究開発動向の説明
  • 成長機会 5 - 小売
  • 成長機会 6 - 公共の安全
  • 成長機会 7 - iTraffic管理
  • 成長機会 8 - 農業
  • 成長機会 9 - AR / VRゲームヘッドセット
  • 成功と成長のための戦略的必須事項

成長機会マトリックス

  • 成長機会は用途別のタイムラインに影響を与える
  • 成長用途のネットワーク要件とデバイス需要分析
  • 会社の成長ゾーンの特定
  • 成長機会 1-10 - ビジョンと戦略
  • 成長機会マトリックス
  • 免責事項

付録

  • 市場工学方法論
  • インタビューした企業の部分的なリスト
  • 使用される略語と頭字語
  • 出品物リスト
目次
Product Code: K44C-26

Implementation of Discrete AI Processors at the Edge, Improved Memory Density to Support Low-latency Data Transmission, and High-performance Power Amplifiers (PAs) Enable Accelerated Growth in the Adoption of 5G Connected Devices

The 5G wireless communication technology is designed to operate in sub-6 GHz and mmWave frequency ranges with a bandwidth of 100 MHz, data rates in Gbps, with connection reliability of 99.99% to 99.9999%, and latency in the sub-5 millisecond range. Compared to 4G, these performance goals had multiplied several fold in 5G to improve the customer experience and bring in innovative service offerings. Such performance levels cannot be achieved without advancements in semiconductor chipsets. It is known that the modem, radio frequency front-end, and the integrating system on chip (SoC) platform plays a significant role in realizing the purposes of 5G. However, a 5G enabling device or system also relies on devices such as power amplifiers, memory modules, and AI chipsets to support the latency requirements through faster on-device processing capability and power efficiency. The advancements in memory modules, including technology and capacity, are almost doubling to meet 5G device and application requirements. Similarly, the integration of AI chipsets on edge devices is viewed as a critical 5G technology enabler to capacitate a multitude of use cases that rely on both faster local inference and instant communication with the cloud. Moreover, as 5G is set to carry out a huge workload, the expectation on the battery life of 5G devices itself is increasing. Therefore, market participants involved in the design and manufacture of power amplifiers are focusing on several advancement efforts, including material and processing technology.

Therefore, this study focuses on evaluating the market potential of these chips in traditional communication end users such as smartphones, laptops, tablets, and network infrastructure equipment. The market witnessed early commercialization activities in 2019, kicking off with the aforementioned verticals. In the long term, however, 5G is expected to be adopted across a wide range of applications and use cases that 4G could not penetrate. The new opportunities include smart cities, automotive, retail, and industrial to mention a few. As concepts such as on-device processing gain significance, the demand for these chips is expected to grow significantly. However, market participants have to carefully evaluate requirements and prioritize investments to launch products at the right time. Hence, this study also focuses on identifying and evaluating requirements across a wide range of IoT-based use cases. The opportunities on each possible scenario are analyzed individually, along with recommendations for market participants to capitalize on the opportunity.

The market potential is evaluated through a combination of secondary and primary research. With the insights gained from expert interviews, trends and quantitative information are combined carefully with a bottom-up approach to evaluate the market potential. The base year of the study is 2019, and market growth is forecasted till 2025 on a global level.

Key Issues Addressed:

  • How will 5G impact the growth of memory, power, and AI semiconductor devices?
  • What are the key end-user verticals generating revenue for these devices in 5G applications?
  • When will 5G and semiconductor technological developments converge to provide value-added 5G services?
  • What is the competitive landscape like in the memory, power, and AI semiconductor market?
  • What are the new growth opportunities expected in the next 5 years that AI, memory, and power devices could capitalize on?

RESEARCH: INFOGRAPHIC

This infographic presents a brief overview of the research, and highlights the key topics discussed in it.

Table of Contents

Executive Dashboard

  • 5 Step Process to Transformational Growth
  • Strategic Imperatives for Suppliers

Growth Environment-Market Overview

  • Market Definitions
  • Market Definitions (continued)
  • Market Definitions (continued)
  • Market Definitions (continued)
  • Market Segmentation
  • Market Segmentation (continued)
  • Key Questions this Study will Answer

5G Network Technology Basics

  • Communication Network Technology Evolution
  • Comparison of Benchmark Parameters
  • Benchmark Parameters Explanation
  • 4G Network Topology
  • 5G Network Topology
  • Explanation of Core 5G Technologies
  • Explanation of Core 5G Technologies (continued)

Drivers and Restraints-Total 5G AI, Memory, and Power Amplifier Semiconductor Market

  • Market Drivers
  • Drivers Explained
  • Drivers Explained (continued)
  • Drivers Explained (continued)
  • Drivers Explained (continued)
  • Market Restraints
  • Restraints Explained
  • Restraints Explained (continued)

Comparison Between 5G and Wi-Fi 6

  • 5G Versus Wi-Fi 6

6G Timeline

  • 5G and 6G Evolution Timeline
  • Vision 2030-A Transformative Experience Through 6G

Market Forecast

  • Forecast Assumptions
  • Market Engineering Measurements
  • Revenue Forecast
  • Revenue Forecast Discussion
  • Percent Revenue Forecast by Chip Type
  • Revenue Forecast by Chip Type
  • Revenue Forecast Discussion by Chip Type
  • Revenue Forecast Discussion by Chip Type (continued)
  • Percent Revenue Forecast by Vertical
  • Revenue Forecast by Vertical
  • Revenue Forecast Discussion by Vertical
  • Revenue Forecast Discussion by Vertical (continued)

Regional Hotspots

  • Regional Hotspots-5G Deployments

5G Memory Semiconductor Segment Analysis

  • Market Engineering Measurements
  • Revenue Forecast
  • Revenue Forecast Discussion
  • Revenue Forecast Discussion (continued)
  • Percent Revenue Forecast by Type
  • Revenue Forecast by Type
  • Revenue Forecast Discussion by Type
  • Revenue Forecast Discussion by Type (continued)
  • Percent Revenue Forecast by Vertical
  • Revenue Forecast by Vertical
  • Revenue Forecast Discussion by Vertical
  • Competitive Environment
  • Market Participant Activities in 5G

5G Power Amplifier Semiconductor Segment Analysis

  • Market Engineering Measurements
  • Revenue Forecast
  • Revenue Forecast Discussion
  • Percent Revenue Forecast by Vertical
  • Revenue Forecast by Vertical
  • Revenue Forecast Discussion by Vertical
  • Revenue Forecast Discussion by Vertical (continued)
  • Revenue Forecast Discussion by Vertical (continued)
  • Competitive Environment
  • Market Participant Activities in 5G

5G AI Semiconductor Segment Analysis

  • Market Engineering Measurements
  • Revenue Forecast
  • Revenue Forecast Discussion
  • Revenue Forecast Discussion (continued)
  • Percent Revenue Forecast by Vertical
  • Revenue Forecast by Vertical
  • Revenue Forecast Discussion by Vertical
  • Revenue Forecast Discussion by Vertical (continued)
  • Competitive Environment
  • Market Participant Activities in 5G

Visioning Scenarios

  • Macro to Micro Visioning
  • Trends and Factors Impacting the 5G AI, Memory, and Power Amplifier Semiconductor Market

Growth Pipeline

  • Levers for Growth
  • Growth Pipeline

Vision and Strategy-Growth Opportunities

  • Growth Opportunity 1-Industrial IoT-Material Handling
  • Growth Opportunity 2-Industrial IoT-iShopfloor
  • Mass Customization to Personalized Production Explained
  • Growth Opportunity 3-Fitness and Healthcare IoT
  • Growth Opportunity 4-Autonomous Vehicles
  • Automotive R&D Trends Explained
  • Growth Opportunity 5-Retail
  • Growth Opportunity 6-Public Safety
  • Growth Opportunity 7-iTraffic Management
  • Growth Opportunity 8-Agriculture
  • Growth Opportunity 9-AR/VR Gaming Headsets
  • Strategic Imperatives for Success and Growth
  • Strategic Imperatives for Success and Growth (continued)

Growth Opportunities Matrix

  • Growth Opportunities Impact Timeline by Application
  • Network Requirement and Device Demand Analysis for Growth Applications
  • Network Requirement and Device Demand Analysis for Growth Applications (continued)
  • Identifying Your Company's Growth Zone
  • Growth Opportunities 1-10-Vision and Strategy
  • Growth Opportunities Matrix
  • Legal Disclaimer

Appendix

  • Market Engineering Methodology
  • Partial List of Companies Interviewed
  • Abbreviations and Acronyms Used
  • Abbreviations and Acronyms Used (continued)
  • Abbreviations and Acronyms Used (continued)
  • Abbreviations and Acronyms Used (continued)
  • List of Exhibits
  • List of Exhibits (continued)
  • List of Exhibits (continued)