칩렛 (Chiplet) 시장조사 보고서

Report Overview

The chiplet market is projected to grow from USD 6.5 billion in 2023 and is projected to reach USD 148.0 billion by 2028; it is expected to grow at a CAGR of 86.7% from 2023 to 2028.
Adoption of chiplets in AI and edge computing applications, proliferation of data centers worldwide, and adoption of advanced packaging technologies are the factors expected to fuel the growth of the chiplet market.

“AI ASIC coprocessor segment of the chiplet market to witness high growth during the forecast period.”
The artificial intelligence application-specific integrated circuit (AI ASIC) coprocessor segment of the chiplet market to grow at high CAGR during the forecast period. The growth is attributed to the growing demand for user-specific customized solutions tailored for artificial intelligence (AI) applications. The shift toward AI-driven decision-making processes across industries is a driving force behind this trend. In addition, the pursuit of energy efficiency and optimized performance is steering companies toward AI ASIC coprocessors to bolster their AI capabilities. This convergence of technological advancements, strategic alliances, and a burgeoning demand for AI-driven solutions underscores the tremendous growth potential of the AI ASIC coprocessor segment within the chiplet market, cementing its role in the evolving landscape of AI-focused computing.

“Enterprise electronics segment to witness significant growth for chiplet market during the forecast period.”
Enterprise electronics segment to grow at high CAGR during the forecast period. Data centers are crucial for enterprise operations as it rapidly adopts chiplets to enhance processing power while reducing energy consumption. The appeal of chiplets lies in their modular design, providing scalability aligned with evolving enterprise needs. They are revolutionizing server architectures by reducing latency and optimizing power consumption, offering a promising solution for data-centric enterprises. Its key applications include AI accelerators, memory chiplets, and network processors, providing efficient and flexible solutions for data center infrastructures.  

“Asia Pacific to hold a major market share of the chiplet market during the forecast period” Asia Pacific is expected to hold a major market share for chiplet market during the forecast period. The emergence of advanced technologies, such as AI, IoT, and Big Data has paved the way for the implementation of large-scale data centers in the region. Global giants such as Alibaba (China), Facebook (US), Amazon (US), Microsoft (US), Google (US), and Baidu (China) have already established their data centers in the Asian territory and are planning to expand their dominance in other regions. In Asia Pacific, the market is currently driven by Chinese and Indian consumers because of their increasing adoption rate of high-speed broadband services and mobile devices. The increasing telecommunication and data center networking infrastructure expansion is expected to drive the Asia Pacific chiplet market over the forecast period.

Extensive primary interviews were conducted with key industry experts in the chiplet market space to determine and verify the market size for various segments and subsegments gathered through secondary research. The break-up of primary participants for the report has been shown below:
The break-up of the profile of primary participants in the chiplet market:
• By Company Type: Tier 1 – 50%, Tier 2 – 30%, and Tier 3 – 20%
• By Designation: C Level – 20%, Director Level – 50%, Others-30%
• By Region: North America – 30%, Europe – 20%, Asia Pacific – 40%, ROW- 10%

The report profiles key players in the chiplet market with their respective market ranking analysis. Prominent players profiled in this report are Intel Corporation (US), Advanced Micro Devices, Inc. (US), Apple Inc. (US), IBM (US), Marvell (US), MediaTek Inc. (Taiwan), NVIDIA Corporation (us), Achronix Semiconductor Corporation (US), Ranovus (Canada), and ASE Technology Holding Co., Ltd. (Taiwan).
Apart from this, Netronome (US), Cadence Design Systems, Inc. (US), and Synopsys, Inc. (US), SiFive, Inc. (US), ALPHAWAVE SEMI (UK), Eliyan (US), Ayar Labs, Inc. (US), Tachyum (US), X-Celeprint (Ireland), Kandou Bus SA (Switzerland), NHanced Semiconductors (US), Tenstorrent (Canada), Chipuller (China) and Rain Neuromorphics (US) are among a few emerging companies in the chiplet market.

 Research Coverage: This research report categorizes the chiplet market on the basis of processor, packaging technology, end-use application, and region. The report describes the major drivers, restraints, challenges, and opportunities pertaining to the chiplet market and forecasts the same till 2028. Apart from these, the report also consists of leadership mapping and analysis of all the companies included in the chiplet ecosystem.
Key Benefits of Buying the Report The report will help the market leaders/new entrants in this market with information on the closest approximations of the revenue numbers for the overall chiplet market and the subsegments. This report will help stakeholders understand the competitive landscape and gain more insights to position their businesses better and to plan suitable go-to-market strategies. The report also helps stakeholders understand the pulse of the market and provides them with information on key market drivers, restraints, challenges, and opportunities.

The report provides insights on the following pointers:
• Analysis of key drivers (adoption of high-performance computing (HPC) servers in various sectors, proliferation of data centers worldwide, adoption of advanced packaging technologies), restraints (heat management issues, lack of industry-wide interoperability standards), opportunities (development of quantum chiplets, rapid expansion of 5G infrastructure, rising incorporation of high-performance and power-efficient chiplets in medical devices, adoption of chiplets in AI and edge computing applications, increasing investments in autonomous vehicles) and challenges (challenges related to intellectual property (IP) protection and licensing, cybersecurity and vulnerability issues associated with chiplet-based systems) influencing the growth of the chiplet market.

• Product Development/Innovation: Detailed insights on upcoming technologies, research & development activities, and new product & service launches in the chiplet market.
• Market Development: Comprehensive information about lucrative markets – the report analysis the chiplet market across varied regions
• Market Diversification: Exhaustive information about new products & services, untapped geographies, recent developments, and investments in the chiplet market
• Competitive Assessment: In-depth assessment of market shares, growth strategies and service offerings of leading players like Intel Corporation (US), Advanced Micro Devices, Inc. (US), Apple Inc. (US), IBM (US), Marvell (US), among others in the chiplet market.

Table of Contents

1            INTRODUCTION            25

1.1         STUDY OBJECTIVES      25

1.2         MARKET DEFINITION   25

1.3         STUDY SCOPE  26

1.3.1      MARKETS COVERED     26

FIGURE 1           CHIPLET MARKET SEGMENTATION      26

1.3.2      REGIONAL SCOPE         26

1.3.3      INCLUSIONS AND EXCLUSIONS 27

1.3.4      YEARS CONSIDERED     27

1.3.5      CURRENCY CONSIDERED          28

1.4         LIMITATIONS   28

1.5         STAKEHOLDERS            28

1.6         RECESSION IMPACT      29

FIGURE 2           GDP GROWTH PROJECTION UNTIL 2023 FOR MAJOR ECONOMIES     29

2            RESEARCH METHODOLOGY     31

2.1         RESEARCH DATA           31

FIGURE 3           CHIPLET MARKET: RESEARCH DESIGN 31

2.1.1      SECONDARY DATA       32

2.1.1.1   Major secondary sources    32

2.1.1.2   Key data from secondary sources     32

2.1.2      PRIMARY DATA 33

2.1.2.1   Participants and key opinion leaders for primary interviews       33

2.1.2.2   Breakdown of primaries     33

2.1.2.3   Key data from primary sources         34

2.1.3      SECONDARY AND PRIMARY RESEARCH 35

2.1.3.1   Key industry insights          35

2.2         MARKET SIZE ESTIMATION       36

FIGURE 4           RESEARCH FLOW FOR MARKET SIZE ESTIMATION         36

2.2.1      BOTTOM-UP APPROACH           36

2.2.1.1   Approach to derive market size using bottom-up analysis (demand side) 36

FIGURE 5           MARKET SIZE ESTIMATION METHODOLOGY: BOTTOM-UP APPROACH       37

2.2.2      TOP-DOWN APPROACH             37

2.2.2.1   Approach to derive market size using top-down analysis  (supply side)   37

FIGURE 6           MARKET SIZE ESTIMATION METHODOLOGY: TOP-DOWN APPROACH       38

2.2.2.2   Supply-side analysis           38

FIGURE 7           MARKET SIZE ESTIMATION METHODOLOGY: SUPPLY-SIDE ANALYSIS          38

2.3         MARKET BREAKDOWN AND DATA TRIANGULATION    39

FIGURE 8           DATA TRIANGULATION             39

2.4         RESEARCH ASSUMPTIONS         40

FIGURE 9           ASSUMPTIONS 40

2.5         APPROACH TO ANALYZE IMPACT OF RECESSION ON  CHIPLET MARKET            41

2.6         RISK ASSESSMENT         41

TABLE 1             RISK ASSESSMENT         41

2.7         RESEARCH LIMITATIONS           41

3            EXECUTIVE SUMMARY 42

3.1         GROWTH RATE ASSUMPTIONS/FORECAST        42

FIGURE 10         CPU SEGMENT TO HOLD LARGEST MARKET SHARE IN 2028              43

FIGURE 11         2.5D/3D SEGMENT TO HOLD LARGEST MARKET SHARE IN 2028              44

FIGURE 12         ENTERPRISE ELECTRONICS SEGMENT TO HOLD LARGEST MARKET SHARE  IN 2028           44

FIGURE 13         ASIA PACIFIC HELD LARGEST SHARE OF CHIPLET MARKET IN 2022      45

4            PREMIUM INSIGHTS      46

4.1         ATTRACTIVE OPPORTUNITIES FOR PLAYERS IN CHIPLET MARKET              46

FIGURE 14         RISING NUMBER OF DATA CENTERS WORLDWIDE        46

4.2         CHIPLET MARKET, BY PROCESSOR        46

FIGURE 15         CPU SEGMENT TO DOMINATE CHIPLET MARKET DURING FORECAST PERIOD       46

4.3         CHIPLET MARKET, BY PACKAGING TECHNOLOGY AND  END-USE APPLICATION  47

FIGURE 16         2.5D/3D AND ENTERPRISE ELECTRONICS SEGMENTS TO HOLD LARGEST MARKET SHARES IN 2023          47

4.4         CHIPLET MARKET, BY REGION 47

FIGURE 17         ASIA PACIFIC TO HOLD LARGEST MARKET SHARE IN 2023              47

4.5         CHIPLET MARKET, BY COUNTRY           48

FIGURE 18         CHINA TO REGISTER HIGHEST CAGR IN CHIPLET MARKET FROM 2023 TO 2028       48

5            MARKET OVERVIEW     49

5.1         INTRODUCTION            49

5.2         MARKET DYNAMICS     49

FIGURE 19         CHIPLET MARKET: DRIVERS, RESTRAINTS, OPPORTUNITIES, AND CHALLENGES        49

5.2.1      DRIVERS            50

5.2.1.1   Adoption of high-performance computing (HPC) servers in various sectors              50

5.2.1.2   Proliferation of data centers worldwide          50

FIGURE 20         NUMBER OF DATA CENTERS WORLDWIDE        51

5.2.1.3   Adoption of advanced packaging technologies             51

FIGURE 21         ANALYSIS OF IMPACT OF DRIVERS ON CHIPLET MARKET              52

5.2.2      RESTRAINTS     52

5.2.2.1   Heat management issues    52

5.2.2.2   Lack of industry-wide interoperability standards          52

FIGURE 22         ANALYSIS OF IMPACT OF RESTRAINTS ON CHIPLET MARKET              53

5.2.3      OPPORTUNITIES           53

5.2.3.1   Development of quantum chiplets    53

5.2.3.2   Rapid expansion of 5G infrastructure             53

5.2.3.3   Rising incorporation of high-performance and power-efficient chiplets into medical devices    54

5.2.3.4   Adoption of chiplets in AI and edge computing applications      54

5.2.3.5   Increasing investments in autonomous vehicles           55

FIGURE 23         ANALYSIS OF IMPACT OF OPPORTUNITIES ON CHIPLET MARKET            56

5.2.4      CHALLENGES   56

5.2.4.1   Challenges related to intellectual property (IP) protection and licensing  56

5.2.4.2   Cybersecurity and vulnerability issues associated with chiplet-based systems              57

FIGURE 24         ANALYSIS OF IMPACT OF OPPORTUNITIES ON CHIPLET MARKET            57

5.3         TECHNOLOGY ANALYSIS           57

5.4         VALUE CHAIN ANALYSIS            59

FIGURE 25         CHIPLET MARKET: VALUE CHAIN ANALYSIS     59

5.5         ECOSYSTEM MAPPING 62

TABLE 2             CHIPLET MARKET: ROLE OF KEY PLAYERS IN ECOSYSTEM              62

FIGURE 26         KEY PLAYERS IN CHIPLET ECOSYSTEM 64

5.6         TRENDS AND DISRUPTIONS IMPACTING CUSTOMERS’ BUSINESSES              65

FIGURE 27         REVENUE SHIFTS AND NEW REVENUE POCKETS FOR PLAYERS IN CHIPLET MARKET    65

5.7         PORTER’S FIVE FORCES ANALYSIS         65

TABLE 3             CHIPLET MARKET: PORTER’S FIVE FORCES ANALYSIS   65

FIGURE 28         PORTER’S FIVE FORCES ANALYSIS         66

5.7.1      THREAT OF NEW ENTRANTS    66

5.7.2      THREAT OF SUBSTITUTES         67

5.7.3      BARGAINING POWER OF SUPPLIERS     67

5.7.4      BARGAINING POWER OF BUYERS           67

5.7.5      INTENSITY OF COMPETITIVE RIVALRY 68

5.8         PRICING ANALYSIS        68

5.8.1      INDICATIVE PRICING ANALYSIS FOR CHIPLET SOLUTIONS       68

TABLE 4             INDICATIVE PRICING ANALYSIS, BY KEY PLAYER (USD) 68

TABLE 5             INDICATIVE PRICING ANALYSIS, BY PROCESSOR (USD) 69

TABLE 6             INDICATIVE PRICING ANALYSIS, BY APPLICATION (USD)              69

5.9         CASE STUDY ANALYSIS 70

5.9.1      INTEL AND SIEMENS HEALTHINEERS DEVELOPED STATE-OF-THE-ART AI-POWERED IMAGING SOLUTIONS USING CHIPLETS        70

5.9.2      ACHRONIX’S EMBEDDED FPGAS (EFPGAS) EMPOWERED HETEROGENEOUS CHIPLET INTEGRATION      70

5.9.3      ELIYAN PARTNERED WITH TMSC TO ADVANCE CHIPLET INTEGRATION 71

5.10       TRADE ANALYSIS          71

FIGURE 29         IMPORT DATA FOR PRODUCTS COVERED UNDER HS CODE 854231,  BY COUNTRY, 2018–2022 (USD MILLION)          72

FIGURE 30         EXPORT DATA FOR PRODUCTS COVERED UNDER HS CODE 854231,  BY COUNTRY, 2018–2022 (USD MILLION)          72

5.11       TARIFF ANALYSIS          73

TABLE 7             MFN TARIFF FOR HS CODE 854231-COMPLIANT PRODUCTS EXPORTED BY CHINA   73

TABLE 8             MFN TARIFF FOR HS CODE 854231-COMPLIANT PRODUCTS EXPORTED BY US           73

TABLE 9             MFN TARIFF FOR HS CODE 854231-COMPLIANT PRODUCTS EXPORTED BY GERMANY          73

5.12       PATENT ANALYSIS        74

FIGURE 31         NUMBER OF PATENTS GRANTED RELATED TO CHIPLETS PUBLISHED FROM  2012 TO 2023           74

FIGURE 32         TOP 10 PATENT APPLICANTS, 2012–2023            74

TABLE 10           TOP 20 PATENT OWNERS, 2012–2023     75

TABLE 11           PATENT REGISTRATIONS, 2019–2023     76

5.13       KEY CONFERENCES AND EVENTS, 2023–2024     80

TABLE 12           CHIPLET MARKET: KEY CONFERENCES AND EVENTS, 2023–2024      80

5.14       STANDARDS AND REGULATORY LANDSCAPE   82

5.14.1    REGULATORY BODIES, GOVERNMENT AGENCIES,  AND OTHER ORGANIZATIONS          82

TABLE 13           NORTH AMERICA: REGULATORY BODIES, GOVERNMENT AGENCIES,  AND OTHER ORGANIZATIONS      82

TABLE 14           EUROPE: REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS 84

TABLE 15           ASIA PACIFIC: REGULATORY BODIES, GOVERNMENT AGENCIES,  AND OTHER ORGANIZATIONS      85

TABLE 16           ROW: REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS          87

5.14.2    STANDARDS     88

5.14.3    GOVERNMENT REGULATIONS 88

5.15       KEY STAKEHOLDERS AND BUYING CRITERIA    89

5.15.1    KEY STAKEHOLDERS IN BUYING PROCESS         89

FIGURE 33         INFLUENCE OF STAKEHOLDERS ON BUYING PROCESS FOR  TOP 3 END-USE APPLICATIONS             89

TABLE 17           INFLUENCE OF STAKEHOLDERS ON BUYING PROCESS FOR TOP 3 END-USE  APPLICATIONS (%)    90

5.15.2    BUYING CRITERIA         90

FIGURE 34         KEY BUYING CRITERIA FOR TOP 3 END-USE APPLICATIONS              90

TABLE 18           KEY BUYING CRITERIA FOR TOP 3 END-USE APPLICATIONS              90

6            CHIPLET MARKET, BY PROCESSOR        91

6.1         INTRODUCTION            92

FIGURE 35         CPU SEGMENT TO HOLD LARGEST SHARE OF CHIPLET MARKET IN 2028             92

TABLE 19           CHIPLET MARKET, BY PROCESSOR, 2019–2022 (USD MILLION)              93

TABLE 20           CHIPLET MARKET, BY PROCESSOR, 2023–2028 (USD MILLION)              93

6.2         FIELD PROGRAMMABLE GATE ARRAY (FPGA)   93

6.2.1      RE-PROGRAMMABILITY, FLEXIBILITY, SCALABILITY, IMPROVED PERFORMANCE, AND POWER EFFICIENCY FEATURES TO FUEL DEMAND              93

TABLE 21           FPGA: CHIPLET MARKET, BY END-USE APPLICATION, 2019–2022 (USD MILLION)     94

TABLE 22           FPGA: CHIPLET MARKET, BY END-USE APPLICATION, 2023–2028 (USD MILLION)     95

TABLE 23           FPGA: CHIPLET MARKET, BY REGION, 2019–2022 (USD MILLION)          95

TABLE 24           FPGA: CHIPLET MARKET, BY REGION, 2023–2028 (USD MILLION)          95

6.3         GRAPHICS PROCESSING UNIT (GPU)    96

6.3.1      HIGHER BANDWIDTH THAN CPUS AND EXPANDING AI, MACHINE LEARNING, AND DATA CENTER MARKETS TO DRIVE DEMAND 96

TABLE 25           GPU: CHIPLET MARKET, BY END-USE APPLICATION, 2019–2022 (USD MILLION) 96

TABLE 26           GPU: CHIPLET MARKET, BY END-USE APPLICATION, 2023–2028 (USD MILLION) 97

TABLE 27           GPU: CHIPLET MARKET, BY REGION, 2019–2022 (USD MILLION)              97

TABLE 28           GPU: CHIPLET MARKET, BY REGION, 2023–2028 (USD MILLION)              97

6.4         CENTRAL PROCESSING UNIT (CPU)      98

6.4.1      COST-EFFECTIVENESS AND ABILITY TO HANDLE CERTAIN AI ALGORITHMS TO FUEL DEMAND          98

TABLE 29           CPU: CHIPLET MARKET, BY END-USE APPLICATION, 2019–2022 (USD MILLION) 98

TABLE 30           CPU: CHIPLET MARKET, BY END-USE APPLICATION, 2023–2028 (USD MILLION) 99

TABLE 31           CPU: CHIPLET MARKET, BY REGION, 2019–2022 (USD MILLION)              99

TABLE 32           CPU: CHIPLET MARKET, BY REGION, 2023–2028 (USD MILLION)              99

6.5         APPLICATION PROCESSING UNIT (APU)            100

6.5.1      EXCELLENT PERFORMANCE AND EFFICIENT THERMAL MANAGEMENT FEATURES TO DRIVE DEMAND 100

TABLE 33           APU: CHIPLET MARKET, BY END-USE APPLICATION, 2019–2022 (USD MILLION) 101

TABLE 34           APU: CHIPLET MARKET, BY END-USE APPLICATION, 2023–2028 (USD MILLION) 101

TABLE 35           APU: CHIPLET MARKET, BY REGION, 2019–2022 (USD MILLION)              101

TABLE 36           APU: CHIPLET MARKET, BY REGION, 2023–2028 (USD MILLION)              102

6.6         ARTIFICIAL INTELLIGENCE APPLICATION-SPECIFIC INTEGRATED CIRCUIT (AI ASIC) COPROCESSOR         102

6.6.1      GROWING NEED FOR USER-SPECIFIC CUSTOMIZED SOLUTIONS TO DRIVE MARKET 102

TABLE 37           AI ASIC COPROCESSOR: CHIPLET MARKET, BY END-USE APPLICATION,  2019–2022 (USD MILLION)        103

TABLE 38           AI ASIC COPROCESSOR: CHIPLET MARKET, BY END-USE APPLICATION,  2023–2028 (USD MILLION)        103

TABLE 39           AI ASIC COPROCESSOR: CHIPLET MARKET, BY REGION, 2019–2022 (USD MILLION)     103

TABLE 40           AI ASIC COPROCESSOR: CHIPLET MARKET, BY REGION, 2023–2028 (USD MILLION)     104

7            CHIPLET MARKET, BY PACKAGING TECHNOLOGY        105

7.1         INTRODUCTION            106

FIGURE 36         2.5D/3D PACKAGING SEGMENT TO DOMINATE CHIPLET MARKET DURING FORECAST PERIOD   106

TABLE 41           CHIPLET MARKET, BY PACKAGING TECHNOLOGY, 2019–2022 (USD MILLION) 106

TABLE 42           CHIPLET MARKET, BY PACKAGING TECHNOLOGY, 2023–2028 (USD MILLION) 107

7.2         SYSTEM-IN-PACKAGE (SIP)       107

7.2.1      ABILITY OF SYSTEM-IN-PACKAGE (SIP) TECHNOLOGY TO SEAMLESSLY INTEGRATE MULTIPLE HETEROGENEOUS CHIPLETS INTO SINGLE, COMPACT MODULE TO FUEL DEMAND            107

7.3         FLIP CHIP CHIP SCALE PACKAGE (FCCSP)         108

7.3.1      EXCEPTIONAL ELECTRICAL PERFORMANCE OF FLIP CHIP CHIP SCALE PACKAGE (FCCSP) TECHNOLOGY TO FUEL DEMAND   108

7.4         FLIP CHIP BALL GRID ARRAY (FCBGA)  108

7.4.1      STRONG ELECTRICAL CONNECTION AND EFFICIENT HEAT DISSIPATION FEATURES OF FLIP CHIP BALL GRID ARRAY (FCBGA) TECHNOLOGY TO DRIVE MARKET        108

7.5         2.5D/3D             109

7.5.1      ABILITY OF 2.5D/3D PACKAGING TECHNOLOGY TO DELIVER SUPERIOR PERFORMANCE AND HIGH BANDWIDTH THROUGH VERTICAL STACKING TO PROPEL DEMAND           109

7.6         WAFER-LEVEL CHIP SCALE PACKAGE (WLCSP) 110

7.6.1      CAPABILITY OF WAFER-LEVEL CHIP SCALE PACKAGING (WLCSP) TECHNOLOGY TO ELIMINATE NEED FOR TRADITIONAL PACKAGING SUBSTRATES AND COMPATIBILITY WITH HIGH-VOLUME MANUFACTURING PROCESSES TO SUPPORT MARKET GROWTH    110

7.7         FAN-OUT (FO)  110

7.7.1      POTENTIALITY OF FAN-OUT (FO) PACKAGING TECHNOLOGY TO SUPPORT DIFFERENT CHIPLET CONFIGURATIONS TO FUEL ADOPTION              110

8            CHIPLET MARKET, BY END-USE APPLICATION 111

8.1         INTRODUCTION            112

FIGURE 37         ENTERPRISE ELECTRONICS SEGMENT TO DOMINATE CHIPLET MARKET DURING FORECAST PERIOD 112

TABLE 43           CHIPLET MARKET, BY END-USE APPLICATION, 2019–2022 (USD MILLION)          112

TABLE 44           CHIPLET MARKET, BY END-USE APPLICATION, 2023–2028 (USD MILLION)          113

8.2         ENTERPRISE ELECTRONICS      113

8.2.1      INCREASING DEMAND FOR ENERGY EFFICIENCY IN ORGANIZATIONAL OPERATIONS TO DRIVE SEGMENTAL GROWTH      113

TABLE 45           ENTERPRISE ELECTRONICS: CHIPLET MARKET, BY PROCESSOR,  2019–2022 (USD MILLION)            114

TABLE 46           ENTERPRISE ELECTRONICS: CHIPLET MARKET, BY PROCESSOR,  2023–2028 (USD MILLION)            114

8.3         CONSUMER ELECTRONICS        114

8.3.1      TECHNOLOGICAL ADVANCEMENTS IN CONSUMER ELECTRONICS TO FUEL ADOPTION OF MICROPROCESSORS FOR FAST DATA PROCESSING              114

TABLE 47          CONSUMER ELECTRONICS: CHIPLET MARKET, BY PROCESSOR,  2019–2022 (USD MILLION)          115

TABLE 48          CONSUMER ELECTRONICS: CHIPLET MARKET, BY PROCESSOR,  2023–2028 (USD MILLION)          115

8.4         AUTOMOTIVE  116

8.4.1      ADVANCEMENTS IN ADAS AND AUTONOMOUS DRIVING TECHNOLOGIES TO SUPPORT SEGMENTAL GROWTH  116

TABLE 49           AUTOMOTIVE: CHIPLET MARKET, BY PROCESSOR,  2019–2022 (USD MILLION) 116

TABLE 50           AUTOMOTIVE: CHIPLET MARKET, BY PROCESSOR,  2023–2028 (USD MILLION) 117

8.5         INDUSTRIAL AUTOMATION      117

8.5.1      INCREASING DEPLOYMENT OF ROBOTICS AND AUTOMATION ACROSS INDUSTRIAL PLANTS AND FACILITIES TO DRIVE DEMAND      117

TABLE 51           INDUSTRIAL AUTOMATION: CHIPLET MARKET, BY PROCESSOR,  2019–2022 (USD MILLION)            118

TABLE 52           INDUSTRIAL AUTOMATION: CHIPLET MARKET, BY PROCESSOR,  2023–2028 (USD MILLION)            118

8.6         HEALTHCARE  118

8.6.1      RISING NEED FOR WEARABLES AND IMPLANTABLE DEVICES TO FUEL MARKET GROWTH        118

TABLE 53           HEALTHCARE: CHIPLET MARKET, BY PROCESSOR, 2019–2022 (USD MILLION) 119

TABLE 54           HEALTHCARE: CHIPLET MARKET, BY PROCESSOR,  2023–2028 (USD MILLION) 119

8.7         MILITARY & AEROSPACE           119

8.7.1      GROWING NEED FOR RELIABILITY AND EXCEPTIONAL PERFORMANCE IN MILITARY & AEROSPACE SECTOR TO BOOST ADOPTION              119

TABLE 55           MILITARY & AEROSPACE: CHIPLET MARKET, BY PROCESSOR,  2019–2022 (USD MILLION)          120

TABLE 56           MILITARY & AEROSPACE: CHIPLET MARKET, BY PROCESSOR,  2023–2028 (USD MILLION)          120

8.8         OTHERS             120

TABLE 57           OTHERS: CHIPLET MARKET, BY PROCESSOR, 2019–2022 (USD MILLION)          121

TABLE 58           OTHERS: CHIPLET MARKET, BY PROCESSOR, 2023–2028 (USD MILLION)          121

9            CHIPLET MARKET, BY REGION 122

9.1         INTRODUCTION            123

FIGURE 38         ASIA PACIFIC TO DOMINATE CHIPLET MARKET DURING FORECAST PERIOD       123

TABLE 59           CHIPLET MARKET, BY REGION, 2019–2022 (USD MILLION)              124

TABLE 60           CHIPLET MARKET, BY REGION, 2023–2028 (USD MILLION)              124

9.2         NORTH AMERICA          124

9.2.1      NORTH AMERICA: RECESSION IMPACT 125

FIGURE 39         NORTH AMERICA: CHIPLET MARKET SNAPSHOT           125

FIGURE 40         US TO DOMINATE NORTH AMERICAN CHIPLET MARKET  DURING FORECAST PERIOD     126

TABLE 61           NORTH AMERICA: CHIPLET MARKET, BY COUNTRY, 2019–2022 (USD MILLION) 126

TABLE 62           NORTH AMERICA: CHIPLET MARKET, BY COUNTRY, 2023–2028 (USD MILLION) 126

TABLE 63           NORTH AMERICA: CHIPLET MARKET, BY PROCESSOR, 2019–2022 (USD MILLION)     127

TABLE 64           NORTH AMERICA: CHIPLET MARKET, BY PROCESSOR, 2023–2028 (USD MILLION)     127

9.2.2      US         127

9.2.2.1   Rising demand for chiplets in data centers and presence of stringent environmental policies to fuel market growth 127

9.2.3      CANADA            128

9.2.3.1   Government-led initiatives for boosting domestic semiconductor industry to drive demand 128

9.2.4      MEXICO             129

9.2.4.1   Growing automotive industry to fuel market growth    129

9.3         EUROPE             129

9.3.1      EUROPE: RECESSION IMPACT   130

FIGURE 41         EUROPE: CHIPLET MARKET SNAPSHOT             131

FIGURE 42         GERMANY TO DOMINATE EUROPEAN CHIPLET MARKET DURING FORECAST PERIOD     132

TABLE 65           EUROPE: CHIPLET MARKET, BY COUNTRY, 2019–2022 (USD MILLION)          132

TABLE 66           EUROPE: CHIPLET MARKET, BY COUNTRY, 2023–2028 (USD MILLION)          132

TABLE 67           EUROPE: CHIPLET MARKET, BY PROCESSOR, 2019–2022 (USD MILLION)          133

TABLE 68           EUROPE: CHIPLET MARKET, BY PROCESSOR, 2023–2028 (USD MILLION)          133

9.3.2      GERMANY         133

9.3.2.1   Government-led investments in semiconductor industry to fuel market growth              133

9.3.3      UK         134

9.3.3.1   Government-led focus on developing telecommunications industry to drive demand 134

9.3.4      FRANCE             135

9.3.4.1   Strategic investments in semiconductor manufacturing to support market growth              135

9.3.5      REST OF EUROPE           135

9.4         ASIA PACIFIC    136

9.4.1      ASIA PACIFIC: RECESSION IMPACT        136

FIGURE 43         ASIA PACIFIC: CHIPLET MARKET SNAPSHOT     137

FIGURE 44         CHINA TO DOMINATE ASIA PACIFIC CHIPLET MARKET DURING FORECAST PERIOD     138

TABLE 69           ASIA PACIFIC: CHIPLET MARKET, BY COUNTRY, 2019–2022 (USD MILLION) 138

TABLE 70           ASIA PACIFIC: CHIPLET MARKET, BY COUNTRY, 2023–2028 (USD MILLION) 138

TABLE 71           ASIA PACIFIC: CHIPLET MARKET, BY PROCESSOR, 2019–2022 (USD MILLION) 139

TABLE 72           ASIA PACIFIC: CHIPLET MARKET, BY PROCESSOR, 2023–2028 (USD MILLION) 139

9.4.2      CHINA  139

9.4.2.1   Government-led efforts for enhancing semiconductor capabilities to drive demand              139

9.4.3      JAPAN  140

9.4.3.1   Technological advancements in automotive sector to accelerate market growth              140

9.4.4      SOUTH KOREA 140

9.4.4.1   Booming consumer electronics industry to drive demand           140

9.4.5      REST OF ASIA PACIFIC  141

9.5         ROW     142

9.5.1      ROW: RECESSION IMPACT         142

TABLE 73           ROW: CHIPLET MARKET, BY REGION, 2019–2022 (USD MILLION)          143

TABLE 74           ROW: CHIPLET MARKET, BY REGION, 2023–2028 (USD MILLION)          143

TABLE 75           ROW: CHIPLET MARKET, BY PROCESSOR, 2019–2022 (USD MILLION)          143

TABLE 76           ROW: CHIPLET MARKET, BY PROCESSOR, 2023–2028 (USD MILLION)          144

9.5.2      SOUTH AMERICA           144

9.5.2.1   Increased need for data centers to drive market growth 144

9.5.3      MIDDLE EAST & AFRICA             145

9.5.3.1   Government funding for development of healthcare infrastructure to boost market growth   145

10          COMPETITIVE LANDSCAPE       146

10.1       OVERVIEW        146

10.2       KEY STRATEGIES ADOPTED BY MAJOR PLAYERS            146

TABLE 77           CHIPLET MARKET: OVERVIEW OF STRATEGIES ADOPTED BY KEY PLAYERS   146

10.3       REVENUE ANALYSIS, 2020–2022 148

FIGURE 45         REVENUE ANALYSIS OF TOP FIVE MARKET PLAYERS, 2020–2022              148

10.4       MARKET SHARE ANALYSIS, 2022             148

FIGURE 46         CHIPLET MARKET SHARE ANALYSIS, 2022          148

TABLE 78           CHIPLET MARKET SHARE ANALYSIS, 2022          149

10.5       EVALUATION MATRIX OF KEY COMPANIES, 2022           151

10.5.1    STARS  151

10.5.2    EMERGING LEADERS    151

10.5.3    PERVASIVE PLAYERS     151

10.5.4    PARTICIPANTS 152

FIGURE 47         CHIPLET MARKET: EVALUATION MATRIX OF KEY COMPANIES, 2022      152

10.6       EVALUATION MATRIX OF STARTUPS/SMALL AND MEDIUM-SIZED ENTERPRISES (SMES), 2022        153

10.6.1    PROGRESSIVE COMPANIES       153

10.6.2    RESPONSIVE COMPANIES          153

10.6.3    DYNAMIC COMPANIES 153

10.6.4    STARTING BLOCKS       153

FIGURE 48        CHIPLET MARKET: EVALUATION MATRIX OF STARTUPS/SMES, 2022      154

10.7       LIST OF STARTUPS/SMES          155

TABLE 79           CHIPLET MARKET: LIST OF KEY STARTUPS/SMES          155

10.8       COMPETITIVE BENCHMARKING            156

TABLE 80           STARTUP/SME: COMPANY FOOTPRINT 156

TABLE 81           OVERALL COMPANY FOOTPRINT          157

TABLE 82           PROCESSOR: COMPANY FOOTPRINT    158

TABLE 83           END-USE APPLICATION: COMPANY FOOTPRINT           159

TABLE 84           REGION: COMPANY FOOTPRINT            160

10.9       COMPETITIVE SCENARIOS AND TRENDS           161

10.9.1    PRODUCT LAUNCHES  161

TABLE 85           CHIPLET MARKET: PRODUCT LAUNCHES, 2019–2023     161

10.9.2    DEALS  167

TABLE 86           CHIPLET MARKET: DEALS, 2019–2023    167

11          COMPANY PROFILES    176

(Business overview, Products/Solutions/Services offered, Recent Developments, MNM view)*

11.1       KEY PLAYERS   176

11.1.1    INTEL CORPORATION  176

TABLE 87           INTEL CORPORATION: COMPANY OVERVIEW  176

FIGURE 49         INTEL CORPORATION: COMPANY SNAPSHOT  177

TABLE 88           INTEL CORPORATION: PRODUCTS/SOLUTIONS/SERVICES OFFERED          177

TABLE 89           INTEL CORPORATION: PRODUCT LAUNCHES  179

TABLE 90           INTEL CORPORATION: DEALS  180

11.1.2    ADVANCED MICRO DEVICES, INC.         183

TABLE 91           ADVANCED MICRO DEVICES, INC.: COMPANY OVERVIEW              183

FIGURE 50         ADVANCED MICRO DEVICES, INC.: COMPANY SNAPSHOT              184

TABLE 92           ADVANCED MICRO DEVICES, INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED   184

TABLE 93           ADVANCED MICRO DEVICES, INC.: PRODUCT LAUNCHES              186

TABLE 94           ADVANCED MICRO DEVICES, INC.: DEALS         188

11.1.3    APPLE INC.        191

TABLE 95           APPLE INC.: COMPANY OVERVIEW        191

FIGURE 51         APPLE INC.: COMPANY SNAPSHOT        192

TABLE 96           APPLE INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED              192

TABLE 97           APPLE INC.: PRODUCT LAUNCHES        193

TABLE 98           APPLE INC.: DEALS        193

11.1.4    IBM       195

TABLE 99           IBM: COMPANY OVERVIEW       195

FIGURE 52         IBM: COMPANY SNAPSHOT       196

TABLE 100         IBM: PRODUCTS/SOLUTIONS/SERVICES OFFERED        196

TABLE 101         IBM: PRODUCT LAUNCHES       198

TABLE 102         IBM: DEALS       198

11.1.5    MARVELL          201

TABLE 103         MARVELL: COMPANY OVERVIEW           201

FIGURE 53         MARVELL: COMPANY SNAPSHOT          202

TABLE 104         MARVELL: PRODUCTS/SOLUTIONS/SERVICES OFFERED              202

TABLE 105         MARVELL: PRODUCT LAUNCHES           203

TABLE 106         MARVELL: DEALS          203

11.1.6    MEDIATEK INC.              207

TABLE 107         MEDIATEK INC.: COMPANY OVERVIEW 207

FIGURE 54         MEDIATEK INC.: COMPANY SNAPSHOT 208

TABLE 108         MEDIATEK, INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED              208

TABLE 109         MEDIATEK, INC.: PRODUCT LAUNCHES             209

TABLE 110         MEDIATEK, INC.: DEALS             210

11.1.7    NVIDIA CORPORATION 211

TABLE 111         NVIDIA CORPORATION: COMPANY OVERVIEW 211

FIGURE 55         NVIDIA CORPORATION: COMPANY SNAPSHOT 212

TABLE 112         NVIDIA CORPORATION: PRODUCTS/SOLUTIONS/SERVICES OFFERED          212

TABLE 113         NVIDIA CORPORATION: PRODUCT LAUNCHES 213

TABLE 114         NVIDIA CORPORATION: DEALS 214

11.1.8    ACHRONIX SEMICONDUCTOR CORPORATION 215

TABLE 115         ACHRONIX SEMICONDUCTOR CORPORATION: COMPANY OVERVIEW        215

TABLE 116         ACHRONIX SEMICONDUCTOR CORPORATION: PRODUCTS/SOLUTIONS/ SERVICES OFFERED  215

TABLE 117         ACHRONIX SEMICONDUCTOR CORPORATION: PRODUCT LAUNCHES       216

TABLE 118         ACHRONIX SEMICONDUCTOR CORPORATION: DEALS 216

11.1.9    RANOVUS          219

TABLE 119         RANOVUS: COMPANY OVERVIEW          219

TABLE 120         RANOVUS: PRODUCTS/SOLUTIONS/SERVICES OFFERED              219

TABLE 121         RANOVUS: PRODUCT LAUNCHES          220

TABLE 122         RANOVUS: DEALS          220

11.1.10  ASE       221

TABLE 123         ASE: COMPANY OVERVIEW       221

FIGURE 56         ASE: COMPANY SNAPSHOT       222

TABLE 124         ASE: PRODUCTS/SOLUTIONS/SERVICES OFFERED        222

TABLE 125         ASE: PRODUCT LAUNCHES       223

TABLE 126         ASE: DEALS       224

11.2       OTHER PLAYERS           225

11.2.1    CADENCE DESIGN SYSTEMS, INC.          225

11.2.2    SYNOPSYS, INC. 226

11.2.3    ALPHAWAVE SEMI         227

11.2.4    ELIYAN 228

11.2.5    NETRONOME   229

11.2.6    TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LIMITED              230

11.2.7    NHANCED SEMICONDUCTORS 231

11.2.8    CHIPULLER      232

11.2.9    SIFIVE, INC.       233

11.2.10  RAMBUS            234

11.2.11  AYAR LABS, INC.             235

11.2.12  TACHYUM         236

11.2.13  X-CELEPRINT   237

11.2.14  KANDOU BUS SA            238

11.2.15  RAIN NEUROMORPHICS             238

11.2.16  TENSTORRENT 239

*Details on Business overview, Products/Solutions/Services offered, Recent Developments, MNM view might not be captured in case of unlisted companies.

12          APPENDIX         240

12.1       DISCUSSION GUIDE      240

12.2       KNOWLEDGESTORE: MARKETSANDMARKETS’  SUBSCRIPTION PORTAL             244

12.3       CUSTOMIZATION OPTIONS      246

12.4       RELATED REPORTS       246

12.5       AUTHOR DETAILS         247