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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

発行 VDC Research Group, Inc. 商品コード 316189
出版日 ページ情報 英文
納期: 即日から翌営業日
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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
概要

組込みプロセッサーの市場は広範に及ぶデバイスクラスやさまざまな導入先に適応できるよう急速な変化を遂げています。特にIoT(モノのインターネット)は、プロセッサーベンダーに大きな市場機会をもたらすと考えられる分野であり、また、従来の組込み市場を再構成する分野でもあります。IoTは今後数年にわたって組込みプロセッサー市場の主要な成長牽引因子となるでしょう。

当レポートでは、世界の組込みプロセッサー(CPU・GPU・MCU・SoC)の市場について調査し、それぞれの出荷数および収益の推移と予測、地域別の動向、エンドユーズ産業別の比較分析と新たに台頭しているIoT部門における詳細な動向分析、競合環境とサプライヤーの市場シェア、エンドユーザーによる選定基準および要件などをまとめています。

エグゼクティブサマリー

  • 主要調査結果

世界市場の概要・予測

  • 世界市場概要
  • 世界市場に関する考察・分析
    • 5カ年予測:モノのインターネット(IoT)が新しい用途を促進
    • 最近の発展
    • 競合環境

地域予測

  • 南北アメリカ
    • 概要
    • 考察・分析
  • 欧州・中東・アフリカ
    • 概要
    • 考察・分析
  • アジア太平洋
    • 概要
    • 考察・分析

エンドユーザー産業別の比較予測

  • 概要
  • 自動車
  • 通信・ネットワーク
  • モバイルデバイス
    • 考察・分析
  • 新しいIoT市場
    • 考察・分析

競合環境

  • 概要
  • 考察・分析
    • 市場概要
    • ベンダー分析

エンドユーザーの動向・分析

  • プロセッサーの選定基準
    • 概要
    • 考察・分析
  • 出力要件
    • 概要
    • 考察・分析

本書について

目次

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.

What Questions are Addressed

  • Will Intel be able to make an impact in mobile devices and wrestle the stranglehold from ARM's architectures
  • How are 8- and 16-bit MCU markets faring against newer 32-bit architectures
  • Which vertical markets are driving the IoT movement
  • How severe is the impact of SoCs on discrete processor markets
  • What regions and countries constitute the greatest demand for current and future embedded processors
  • How are suppliers differentiating their solutions through software and tooling
  • Which markets will continue to be profitable for standalone GPU vendors

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.]

Key Findings

  • The compound annual growth rate (CAGR) for the global CPU, GPU, MCU, and SoC markets from 2013 to 2018 is projected at X.X%, X.X%, X.X%, and XX.X%, respectively.
  • Automotive and industrial automation remain key industries for embedded processor markets and will grow further as a result of the IoT.
  • MIPS and x86 have made efforts in the past 12 months to reach new mobile device classes such as wearables, but ARM already has a head start, having helped several successful devices go to market.
  • Embedded SoCs will continue to displace the market opportunity for discrete processor types - particularly for GPUs.
  • Most embedded processors through 2018 will be shipped to China and the Asia-Pacific.
  • Processor selection criteria vary between processor types; price and performance rule the roost for CPUs and MCUs, while power consumption is the primary criterion for SoCs.

Global Market Overview and Forecast

Global Market at a Glance

Exhibit 1:
Forecasted Global Shipments of IoT & Embedded Processors
by Revenue (US $M/B)

Global Market Ideas & Insights

Five-Year Forecast: IoT is Driving New Applications

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.

Recent Developments

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.

Table of Contents

Executive Summary

  • Key Findings

Global Market Overview and Forecast

  • Global Market at a Glance
    • Exhibit 1: Forecasted Global Shipments of Embedded Processors by Revenue (US $M/B)
    • Exhibit 2: Forecasted Global Shipments of Embedded Processors by Units
  • Global Market Ideas & Insights
    • Five-Year Forecast: IoT is Driving New Applications
    • Recent Developments
    • Competitive Landscape

Regional Forecasts

  • The Americas
    • At a Glance
      • Exhibit 3: Forecasted Americas Shipments of Embedded Processors (US $M)
    • Ideas & Insights
  • Europe, the Middle East, and Africa (EMEA)
    • At a Glance
      • Exhibit 4: Forecasted EMEA Shipments of Embedded Processors (US $M)
    • Ideas & Insights
  • Asia-Pacific (APAC)
    • At a Glance
      • Exhibit 5: Forecasted APAC Shipments of Embedded Processors (US $M)
    • Ideas & Insights

Comparative Forecast by Vertical Market

  • At a Glance
    • Exhibit 6: Vertical Market Share Forecast for Embedded CPUs (US $M)
    • Exhibit 7: Vertical Market Share Forecast for Embedded GPUs (US $M)
    • Exhibit 8: Vertical Market Share Forecast for Embedded MCUs (US $M)
    • Exhibit 9: Vertical Market Share Forecast for Embedded SoCs (US $M)
  • Automotive
  • Communications and Networking
  • Mobile Devices
    • Ideas & Insights
  • Emerging IoT Markets
    • Ideas & Insights

Competitive Landscape

  • At a Glance
    • Exhibit 10: Supplier Market Share for Embedded CPUs by Revenue (percentage of dollars)
    • Exhibit 11: Supplier Market Share for Embedded GPUs by Revenue (percentage of dollars)
    • Exhibit 12: Supplier Market Share for Embedded MCUs by Revenue (percentage of dollars)
    • Exhibit 13: Supplier Market Share for Embedded SoCs by Revenue (percentage of dollars)
  • Competitive Landscape Ideas & Insights
    • Market Overview
    • Vendor Insights

End-User Trends and Insights

  • Processor Selection Criteria
    • At a Glance
      • Exhibit 14: Processor Selection Criteria Segmented by Processor Type (percentage of respondents)
    • Ideas & Insights
  • Power range requirements
    • At a Glance
      • Exhibit 15: Processor Power Range Requirements Segmented by Primary Processor Architecture (percentage of respondents)
    • Ideas & Insights
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