SerDesの市場規模、シェア、成長分析：製品別、コンポーネント別、アプリケーション別、産業別、地域別 - 産業予測、2024-2031年

SerDesの世界市場規模は2022年に5億1,300万米ドルとなり、2023年の5億7,743万米ドルから2031年には14億2,123万米ドルに達し、予測期間（2024-2031年）のCAGRで8.13%の成長が予測されています。

SerDes（シリアライザー/デシリアライザー）技術は、効率的なデータトランスミッションに不可欠なものとなりつつあり、パラレルデータのシリアルフォーマットへの変換を容易にするスタンドアロンデバイスまたは統合IPコアとして機能します。この技術は、迅速なデータ取引が不可欠なデータセンターや情報ハブにおいて特に重要です。グローバルネットワークインフラが拡大し、デジタル化が加速するにつれて、生成されるデータ量は飛躍的に増大し、厳しいデータプライバシー規制のもとで、何十億バイトものデータを迅速にトランスミッションする必要が生じています。この急増は、貴重な経済資産としてのデータの重要性を浮き彫りにしています。しかし、デバイスのインターネットへの接続性が高まるにつれ、SerDesデバイスの設計は複雑化し、高速データトランスミッションの要求を満たすための課題がメーカーに生じています。これらのハードルを克服するために、パルス振幅変調（PAM4）やNRZ（Non-Return to Zero）などの進歩が開発され、特に100Gbps以上の速度で運用されるデータセンターでは、運用効率を高め、増大する速度要件に対応しています。その結果、SerDes技術に対する需要は急増しており、特に米国市場では今後の予測期間中、CAGRで持続的な成長が見込まれています。このような進化する状況は、近代的なデータ処理におけるSerDesの重要な役割を浮き彫りにするだけでなく、データ中心の需要に対応する技術的進歩によってもたらされる大きな市場機会を示唆しています。

目次

イントロダクション

• 調査の目的
• 定義
• 市場範囲

調査手法

• 情報調達
• 二次データソースと一次データソース
• 市場規模予測
• 市場の想定と制限

エグゼクティブサマリー

• 市場概要見通し
• 供給需要動向分析
• セグメント別機会分析

市場力学と見通し

• 市場力学
  • 促進要因
  • 機会
  • 抑制要因
  • 課題
• ポーターの分析

主な市場の考察

• 技術分析
• バリューチェーン分析
• 市場のエコシステム
• 規制情勢
• 特許分析
• イノベーションマトリクス
• 主な投資の分析
• 主な成功要因
• 競合の程度

SerDes市場：製品別

• 市場概要
• スタンドアロンSerDes
• SerDes IPコア

SerDes市場：コンポーネント別

• 市場概要
• クロックマルチプライヤーユニット
• レーン
• 物理的コーディングサブブロック

SerDes市場：アプリケーション別

• 市場概要
• 光ファイバー通信
• データセンター・クラウドコンピューティング
• 5Gワイヤレスインフラ
• ADAS
• 車両インフォテインメント
• その他

SerDes市場：産業別

• 市場概要
• 自動車
• コンシューマーエレクトロニクス
• 通信・IT
• 航空宇宙
• 軍事・防衛
• 製造
• その他

SerDes市場規模：地域別

• 市場概要
• 北米
  • 米国
  • カナダ
• 欧州
  • ドイツ
  • スペイン
  • フランス
  • 英国
  • イタリア
  • その他欧州地域
• アジア太平洋地域
  • 中国
  • インド
  • 日本
  • 韓国
  • その他アジア太平洋地域
• ラテンアメリカ
  • ブラジル
  • その他ラテンアメリカ地域
• 中東・アフリカ（MEA）
  • GCC諸国
  • 南アフリカ
  • その他中東・アフリカ地域

競合情勢

• 上位5社の比較
• 主要企業の市場ポジショニング（2023年）
• 主な市場企業が採用した戦略
• 市場における最近の活動
• 主要企業の市場シェア（2023年）

主要企業プロファイル

• Texas Instruments Inc.
• ON Semiconductor Corporation
• STMicroelectronics NV
• ROHM Semiconductor
• Broadcom Inc.
• Analog Devices, Inc.
• NXP Semiconductors N.V.
• Advanced Micro Devices, Inc.
• Microchip Technology Inc.
• Marvell Technology Group Ltd.
• Synopsys, Inc.
• MediaTek Inc.
• Semtech Corporation
• Lattice Semiconductor Corporation
• Marvell Technology
• Integrated Device Technology
• Credo Semiconductor
• Micron Technology
• Intel Corporation
• Realtek Semiconductor Corp

Global SerDes Market size was valued at USD 513 million in 2022 and is poised to grow from USD 577.43 million in 2023 to USD 1,421.23 million by 2031, growing at a CAGR of 8.13% during the forecast period (2024-2031).

The SerDes (Serializer/Deserializer) technology is becoming increasingly vital for efficient data transmission, serving as either standalone devices or integrated IP cores that facilitate the conversion of parallel data into a serial format. This technology is particularly crucial in data centers and information hubs, where rapid data transactions are imperative. As global network infrastructure expands and digitalization accelerates, the volume of data generated has surged exponentially, with billions of bytes needing swift transmission under strict data privacy regulations. This surge has underscored the significance of data as a valuable economic asset. However, the growing connectivity of devices to the Internet has complicated SerDes device design, creating challenges for manufacturers in satisfying the demand for high-speed data transmission. To overcome these hurdles, advances such as Pulse Amplitude Modulation (PAM4) and Non-Return to Zero (NRZ) have been developed, enhancing operational efficiency and addressing the increasing speed requirements, especially in data centers that operate at speeds of 100 Gbps or more. Consequently, the demand for SerDes technology is on a steep rise, particularly within the US market, which is anticipated to experience sustainable growth at a compound annual growth rate (CAGR) over the upcoming forecast period. This evolving landscape not only highlights the critical role of SerDes in modern data handling but also signals robust market opportunities driven by technological advancement in response to data-centric demands.

Top-down and bottom-up approaches were used to estimate and validate the size of the global serdes market and to estimate the size of various other dependent submarkets. The research methodology used to estimate the market size includes the following details: The key players in the market were identified through secondary research, and their market shares in the respective regions were determined through primary and secondary research. This entire procedure includes the study of the annual and financial reports of the top market players and extensive interviews for key insights from industry leaders such as CEOs, VPs, directors, and marketing executives. All percentage shares split, and breakdowns were determined using secondary sources and verified through Primary sources. All possible parameters that affect the markets covered in this research study have been accounted for, viewed in extensive detail, verified through primary research, and analyzed to get the final quantitative and qualitative data.

global serdes Market Segmental Analysis

Global SerDes Market is segmented by Product, Component, Application, Industry, and Region. Based on Product, the market is segmented into Stand-Alone SerDes, SerDes IP Core. Based on Component, the market is segmented into Clock Multiplier Unit, Lanes, Physical Coding Sub-Block. Based on Application, the market is segmented into Optical Fibre Communication, Datacenter and Cloud Computing, 5G Wireless Infrastructures, ADAS, Vehicle Infotainment, Others. Based on Industry, the market is segmented into Automotive, Consumer Electronics, Telecom & IT, Aerospace, Military and Defense, Manufacturing, Others. Based on region, the market is segmented into North America, Europe, Asia Pacific, Latin America and Middle East & Africa.

Driver of the global serdes Market

The increasing demand for fast and efficient data transfer across numerous applications serves as a significant market driver for the global SerDes market. As industries strive for high-speed serial communication to support the exponential growth of data generation and consumption, SerDes technology emerges as a critical solution, offering high bandwidth and reliability. This is particularly crucial in sectors like telecommunications, automotive, and consumer electronics, where rapid data exchange is paramount. As organizations seek to enhance operational efficiency and performance through advanced connectivity solutions, the adoption of SerDes technology is set to expand, thereby propelling market growth worldwide.

Restraints in the global serdes Market

The global SerDes market faces significant restraints driven by the increasing complexity of high-speed data transmission. As demand escalates, ensuring reliable performance necessitates advanced signal integrity techniques and rigorous testing, which poses challenges to designers and manufacturers alike. Additionally, the technical demands of developing SerDes solutions that balance higher data rates and power efficiency complicate design and manufacturing processes. High costs associated with implementing SerDes technology further deter investment, particularly among smaller enterprises. Finally, the shortage of skilled professionals with the requisite expertise exacerbates these challenges, restricting the market's potential growth and innovation capabilities.

Market Trends of the global serdes Market

The global SerDes market is witnessing significant growth driven by the surging demand for higher data rates and bandwidth, fueled by the proliferation of data-intensive applications across various sectors, including telecommunications, automotive, and consumer electronics. The necessity for faster and more efficient data transmission is propelling advancements in SerDes technology, making it indispensable for enabling high-speed data exchanges. Furthermore, the adoption of advanced modulation techniques, particularly Pulse Amplitude Modulation 4 (PAM4), is enhancing data transfer efficiency by allowing multiple bits to be transmitted per symbol. This evolution aligns with the industry's quest for optimizing performance within constrained bandwidth, solidifying SerDes as a pivotal component in the digital transformation landscape.

Table of Contents

Introduction

• Objectives of the Study
• Definitions
• Market Scope

Research Methodology

• Information Procurement
• Secondary & Primary Data Sources
• Market Size Estimation
• Market Assumptions & Limitations

Executive Summary

• Market Overview Outlook
• Supply Demand Trend Analysis
• Segmental Opportunity Analysis

Market Dynamics & Outlook

• Market Dynamics
  • Drivers
  • Opportunities
  • Restraints
  • Challenges
• Porters Analysis
  • Competitive rivalry
  • Threat of Substitute Products
  • Bargaining Power of Buyers
  • Threat of New Entrants
  • Bargaining Power of Suppliers

Key Market Insights

• Technology Analysis
• Value Chain Analysis
• Ecosystem of the Market
• Regulatory Landscape
• Patent Analysis
• Innovation Matrix
• Top Investment Analysis
• Key Success Factor
• Degree of Competition

SerDes Market by Product

• Market Overview
• Stand-Alone SerDes
• SerDes IP Core

SerDes Market by Component

• Market Overview
• Clock Multiplier Unit
• Lanes
• Physical Coding Sub-Block

SerDes Market by Application

• Market Overview
• Optical Fibre Communication
• Datacenter and Cloud Computing
• 5G Wireless Infrastructures
• ADAS
• Vehicle Infotainment
• Others

SerDes Market by Industry

• Market Overview
• Automotive
• Consumer Electronics
• Telecom & IT
• Aerospace
• Military and Defense
• Manufacturing
• Others

SerDes Market Size by Region

• Market Overview
• North America
  • USA
  • Canada
• Europe
  • Germany
  • Spain
  • France
  • UK
  • Italy
  • Rest of Europe
• Asia Pacific
  • China
  • India
  • Japan
  • South Korea
  • Rest of Asia-Pacific
• Latin America
  • Brazil
  • Rest of Latin America
• Middle East & Africa (MEA)
  • GCC Countries
  • South Africa
  • Rest of MEA

Competitive Landscape

• Top 5 Player Comparison
• Market Positioning of Key Players, 2023
• Strategies Adopted by Key Market Players
• Recent Activities in the Market
• Key Companies Market Share (%), 2023

Key Company Profiles

• Texas Instruments Inc.
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• ON Semiconductor Corporation
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• STMicroelectronics NV
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• ROHM Semiconductor
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Broadcom Inc.
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Analog Devices, Inc.
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• NXP Semiconductors N.V.
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Advanced Micro Devices, Inc.
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Microchip Technology Inc.
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Marvell Technology Group Ltd.
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Synopsys, Inc.
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• MediaTek Inc.
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Semtech Corporation
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Lattice Semiconductor Corporation
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Marvell Technology
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Integrated Device Technology
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Credo Semiconductor
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Micron Technology
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Intel Corporation
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Realtek Semiconductor Corp
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments