The Global Market for IoT & Embedded Processors - Market Analysis
|発行||VDC Research Group, Inc.||商品コード||316189|
|世界のIoT（モノのインターネット）&組込みプロセッサー市場：市場分析 The Global Market for IoT & Embedded Processors - Market Analysis|
|出版日: 2014年10月07日||ページ情報: 英文||
Embedded processor markets are rapidly evolving to suit a growing number of different device classes and applications. The Internet of Things (IoT) in particular will present a wealth of new growth opportunities for processor vendors while concurrently reshaping traditional embedded markets. This research analyzes the market for commercially available CPUs, GPUs, MCUs, and SoCs and their role in powering future embedded systems.
The Internet of Things will be a major growth driver for embedded processor markets over the next several years. The rise in connectivity across industries has produced new applications and opportunities for embedded hardware suppliers and OEMs alike. However, competition is intensifying among processor vendors and other ecosystem players for control of multiple layers of the embedded/IoT stack - including processor architectures, connectivity protocols and standards, development tools and platforms, and more. Suppliers must align their product roadmaps, partnerships, and technical/professional support services to facilitate OEMs' next-generation embedded systems.
[Data available in full report.]
Forecasted Global Shipments of IoT & Embedded Processors
by Revenue (US $M/B)
The IoT & embedded processor markets for central processing units (CPUs), graphics processing units (GPUs), microcontrollers (MCUs), and system-on-chips (SoCs) will see varying growth throughout the next five years. The embedded SoC market generated global 2013 revenues of approximately $XX.XB, followed by the markets for MCUs, CPUs, and GPUs with $XX.XB, $X.XB, and $XXM, respectively. Traditional embedded markets are under siege by growing user requirements propelled by the Internet of Things (IoT). Various device classes across industries now demand seamless connectivity to support new applications and services - that which require more processing power and, in the case of MCUs and SoCs, integrated peripheral support from embedded processors.
The ecosystems surrounding embedded architectures remain in constant flux, with everyone positioning themselves as the prime candidate for the next big embedded opportunity. The ARM ecosystem continues to expand its grasp within high-growth processor markets in the Asia-Pacific and China, particularly for mobile devices including smartphones and tablets. Intel, on the other hand, has launched several new products and platforms in the past 12 months specifically targeting wearables and IoT devices like sensors and gateways. Imagination Technologies is also attempting to breathe new life into MIPS with new architectures for device classes from mobile devices to high-end networking and storage.
Increasing demand for pervasive M2M connectivity and richer user experiences across industries has spurred new opportunities for growth in both traditional and emerging embedded processor markets. For instance, processing requirements within the automotive industry are rapidly escalating to support new advanced driver assistance applications, connected infotainment and telematics systems, and ultimately, autonomous driving. The energy and industrial automation sectors are also hotbeds for growth over the next five years as deployments for smart grids/metering and connected factories progress from pilots and proof-of-concept stages to full-scale rollouts. The resulting surge in M2M connections and traffic will progressively strain communications and networking infrastructures - requiring high-performance CPUs and new device classes such as M2M and intelligent gateways.
Embedded software and tooling are an integral part to a vendor's embedded processor products, platforms, and solutions. OEMs and other end users are looking to reuse their software investments and accelerate their pace of innovation to supply truly differentiated products. By supplying or supporting more of the middleware or application stack, vendors are looking to facilitate the end-to-end development of embedded designs through supported architecture ecosystems and in-house resources. Software and tools are also opportunities for vendors to enable/capture more of end device designs given the migration of value up the solution stack.
The IoT & embedded processor market has seen a number of new product/platform rollouts and other developments in the past 12 months. Most of the action has centered on the development of embedded architectures for next-generation systems, rollout of standards bodies to guide the IoT, and new solutions for emerging device classes.
The 64-bit architecture space has grown dramatically in the past 12 months. For mobile devices in particular, VDC has seen progressively more OEM rollouts featuring ARM, MIPS, and x86 64-bit architectures. ARM is looking to move into high-end communications and networking applications with its Cortex-A53 and Cortex-A57 cores, but Intel has built a strong ecosystem for those OEMs with its microarchitectures and Xeon products.
Intel helped found the Industrial Internet Consortium in March 2014 alongside AT&T, Cisco, GE, and IBM to establish interoperability across industrial environments for the IoT. Intel also helped found the Open Interconnect Consortium in July 2014. The company aims to be on the forefront of establishing pervasive M2M solutions and influencing the underlying lower-level protocols and standards. Likewise, ARM helped launch the low-power networking protocol Thread in July 2014 for smart home applications alongside vendors Nest (Google) and Samsung.
Both ARM and Intel have made significant announcements and investments specifically for embedded hardware in the IoT space for several different device classes. For example, Intel launched its Gateway Solutions for the IoT in April 2014, which provides OEMs with pre-integrated, pre-validated hardware (Atom processors) and software (McAfee and Wind River investments) building blocks for gateway devices. ARM has similarly been using its Sensinode acquisition and “mbed” platform to help facilitate IoT prototyping and designs.
XX Commercial in Confidence.