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2023-2024 IP Gordon Moore 1965 18-24 50 IDM Integrated Device Manufacture IDM IC Foundry Fabless Fabrication less IC OSAT Outsourced Semiconductor Assembly and Testing OSAT Foundry EDA Electronic design automation EDA CAD chiplet Chiplet die chiplet RISC-V Reduced Instruction Set Computer RISC(ISA)RISC-V PPA Performance()Power()Area()Heterogeneous Computing MCM IC Interposer PCB TSMC CoWos TSMC CoWoS Chip-on-Wafer-on-Substrate 2.5D FOWLP Fan-out Wafer Level Packaging FOWLP TSMC InFO WLP Integrated Fan-Out Wafer Level Packaging Samsung FOPLP Fan-Out Panel Level Packaging FOPLP 2 C O N T E N T S 1.2.3.4.5.01 IP 2.IP 1.IP 2.IP 3.IP 4.IP 5.IP 6.3.IP 1.2.3.4.04 IP 4.1 4.2 4.3 4.4 C O N T E N T S 1.2.3.4.5.01 IP 2.IP 1.IP 2.IP 3.IP 4.IP 5.IP 6.3.IP 1.2.3.4.04 IP 4.1 4.2 4.3 4.4 1.1 IP IP IP IP IP IP IP IP HDL IDM Fabless Foundry OSAT CPU GPU NPU VPU DSP ISP USB MIPI HDMI IP IP IP Intellectual Property IP IP core IP IP IP IP IP IP IP IP IDM Fabless OSAT IP PCIe 5 DDR/LPDDR SerDes IP IP IP 1.2 IP 60 IP 600 10%IP 60 6000 EDA IP IC IC IC IP IP 3-4 1.5-2 1-2 0.1-0.5 IDM Fabless Fab EDA IP IDM Fabless/IP IP IP 6 IP IP 1.3.1 IP 28 38 50 64 81 102 126 19 27 37 49 62 76 92 47 65 87 113 143 178 218 65nm 45nm 28nm 16nm 10nm 7nm 5nm IP IP IP 1 2 3 4 IP IP IDM IP 28 36.6 50.2 57.1 99.6 162.1 270.3 497.6 22.2 30.9 41.0 46.4 80.8 128.7 222.3 426.3 13.2 18.9 26.1 30.2 52.3 86.4 143 251.7 65nm 40nm 28nm 22nm 16nm 10nm 7nm 5nm 7 AI 30.69%IP IP AI AI AI IP 1.3.2 AI 2017-2022 112 110 158 143 177 198 216 2019 2020 2021 2022 2023E 2024E 2025E()2019-2025 190.6 123.7 426.8 850.2 1038.8 1405.9 1780 2019 2020 2021 2022 2023E 2024E 2025E AI 2019-2025 AI 512.8 680.1 878.3 1167.5 1500.2 1900.7 2017 2018 2019 2020 2021 2022 8 1.4 IP 40.4%19.7%1.6%2.3%1.8%2.5%3.3%5.8%22.6%ARM Imagination Tech Verisilicon Synopsys SST Alphawave Candence Ceva IP 90 CR3 CR10 66.2%79.3%IP IP IP IP 2021 IP IP IP IP-EDA IP IP IP IP IP IP Fabless IP IP 9 1.5 IP 54.6 66.3 82.2 98.7 119.0 142.8 171.3 2018 2019 2020 2023E 2024E 2025E 2021 2022 IP(CAGR 20%IP 1 100 2022 IP 119 2025 198.8 2018-2025 20%IP 2022 IP IP AI IP IP 2018-2025 IP 198.8 10 IP IP IP IP 1.6 IP IP IP IP IDM foundry fabless OSAT 11 C O N T E N T S 1.2.3.4.5.01 IP 04 IP 1.2.3.4.2.IP 1.IP 2.IP 3.IP 4.IP 5.IP 6.3.IP 1.2.3.4.2.1 IP IP IP IP IP PPA 12 IP IP IP IP PPA IP 28nm-16nm-14nm-7nm-5nm IP IP IP-lP IP IP 13 2.2 IP IP License Royalty IP IP IP IP IP IP IP IP IP CPU GPU DSP USB PCIe DDR IP IP License Royalty 45.0%55.0%License Royalty 88.0%12.0%ARM 2022 IP 14 IP IP CPU IP GPU IP NPU IP VPU IP DSP IP ISP IP IP IP CPU IP CPU IP ARM IP IP 2.3.1 IP CPU IP ARM CPU 40%IP-PC AI ARM Synopsys GPU IP GPU CPU PC AI ARM Imagination NPU IP ARM Cadence Synopsys VPU IP ARM Chips&Media DSP IP Cadence Synopsys CEVA ISP IP AR/VR ARM Imagination IP 2020 IP 15 /IP IP MPU MCU DSP IP IP IP IP IP 2.3.2 IP 2015-2021 IP 16.7 17.8 19.6 18.9 20.3 23.4 27.4 2015 2016 2017 2018 2019 2020 2021 RISC-V 62.3%63.8%58.4%56.4%52.9%51.1%50.3%16.7%16.9%17.2%19.5%22.1%23.2%25.3%17.4%16.0%17.3%16.9%17.1%16.3%4.7%5.5%7.1%8.0%16.2%8.1%8.6%8.1%2015 2016 2017 2018 2019 2020 2021 2015-2021 IP%IP IP IP IP 16 IP ARM CPU IP GPU IP IP IP IP RISC-V ARM 2.3.3 IP SoC IP BIOS IP SoC SoC IP IP GPU CPU GPU NN AI CPU GPU NN RISC-V Arm RISC-V RISC-V RISC-V RISC-V RISC-V IP 17 IP IP IP IP IP USB IP PCIe IP DDR IP MIPI IP D2D IP IP Zigbee Thread IP USB DDR PCIe MIPI HDMI SerDes IP 2.4.1 IP IP 2020 IP USB USB 2.0 USB 3.0 USB 4 IP/Synopsys Cadence PCIe PCIe 4 PCIe 5 IP AI Synopsys Cadence DDR DDR IP DDR IP DDR5 DDR4 LPDDR LPDDR2 LPDDR3 LPDDR4,LPDDR5 SDRAM IP Synopsys Cadence Rambus MIPI 5G IoT Synopsys Mixel Arasan HDMI HDMI IP Synopsys Cadence SerDes D2D PHY IP D2D CHIP 5G Synopsys Cadence 95%5%18 IP IP IPnest 2025 IP CPU IP PCIe IP DDR IP D2D IP IP ARM IP 2.4.2 IP IP IP 9%19%21%24%29%&D2D PCIe MIPI DDR USB%IP 1 2 3 IP IP IP IP IP 4.2 5.7 6.3 7.4 8.2 11.1 13.8 25 2015 2016 2017 2018 2019 2020 2021 2025E 2020-2025 IP CAGRs 2015-2025 IP CAGR 22.83%19 2.4.3 IP IP DDR IP IP IP DDR IP IP IP IP 5G Chiplet IP IP IP IP IP DDR IP Chiplet IP IP IP IP IP IP Fab IP Fab Fab 20 IP IP IP IP IP IP IP IP IP IP IP 2.5.1 IP IP SoC IP IP IP IP IP Vervesemi Archband IP GPS Avago Skyworks Qorvo IP IP Synopsys eMemory SST IP IP IP IP IP USB Wi-Fi GPS 21 IP IP IP IPnest 2021 IP 8.93 24.17%IP IP 2.5.2 IP IP IP IP 1 2 3 IP IP IP IP IP 4.5 5.6 6.1 6.8 7.7 7.1 8.9 2015 2016 2017 2018 2019 2020 2021 2015-2021 IP 22 IP IP IP IP 2.6.1 IP IP 1 2/IDM IP 3 IP 23 IP IP IP IP IP IP 2.6.2 IP 1689 1780 2218 2810 3243 2577.0 3084.9 3819.4 4586.9 5345.7 2018 2019 2020 2021 2022 2018-2022 IP EDA/IP IP 7.5%7.8%7.6%8.5%8.8%2018 2019 2020 2021 2026E 2018-2026%24 IP IP IP IP 2.6.3 IP IP IP IP SoC IP IP IP IP 25 C O N T E N T S 1.2.3.4.5.01 IP 2.IP 1.IP 2.IP 3.IP 4.IP 5.IP 6.3.IP 1.2.3.4.04 IP 1.2.3.4.27 IP IP IP debug/bring-up IP IP IP IP 5G IP D2D DDR5/4 PHY IP IP IP IP IP 300 7 20 80%100%300 IP/IP 20 IP IP DDR5 IP IP IP SoC/ASIC BA AX B Bus PCIe SerDes DDR D2D I/AH MIPI USB AM HDMI SATA SD/eMMC PCIe3.0 PCIe4.0 PCIe5.0 10G Multi-Protocol Serdes 20G Multi-Protocol Serdes 32G Multi-Protocol Serdes MIPI CPHY V1.2/DPHY V2.1 RX MIPI CPHY V1.2/DPHY V2.1 TX MIPI DPHY V2.1 RX MIPI DPHY V2.1 TX MIPI MPHY G4/3 HDMI 2.1/2.0 DDR4/3 DDR5/4 LPDDR4X/LPDDR4/DDR4 LPDDR5X/5/4X/4 USB2.0 USB3.2 G1 USB3.2 G2/DP V1.4 Type-C combo SATA3.0 SD3.0/eMMC5.1 112G D2D SerDes D2D UCIe 29 IP IP IP IP IP IP IP CDC IP SoC IP SoC IP RTL GDS IP IP RTL PCB IC IP SoC 5G IP SoC Chiplet&3.2 IP ASIC Chiplet Chiplet IP IP Chiplet ASIC IP 1 IP IP IP IP 32-112G Sedes,D2D LPDDR5 HBM2e ONFI5 IP 2 3 ASIC 28nm-4nm Chiplet IP die DFT die MCM FCBGA 2.5D HBM IP IP IP IP 20+Foundry TSMC Samsung SMIC GF 5G 3.3 RISC-V CPU IP 64 RISC-V CPU Core IP 11+RISC-V RV64GCBH SPECint2006 9.2/GHz Core Complex Cluster SoC(StarFive)2018 RISC-V CPU IP SoC RISC-V RISC-V IP IP RISC-V Chiplet RISC-V CPU/SoC RISC-V CPU IP Dubhe 10+RV64GCBVH RISC-V SPECint2006 7.0/GHz Core Complex Cluster SoC RISC-V CPU IP IP NoC RISC-V Trace/Debug RISC-V(PLIC,CLINT)IO IO Coherency RISC-V CPU IP Merak IP StarLink 1.0 RISC-V StarLink 1.0 Coherent Network on Chip,CNoC IP CPU SoC NoC CPU Cluster IO DDR SoC Snoop filter,Memory hierarchy CPU IO CPU IO Way shutdown Cache retention Snoop filter SEC-DED(Single Error Correction Double Error Detection)CPU IO SRAM;IO/DPU 5G/LinuxPC/MiniPC/KIOS 31/5G V2X/AR/VR/MR 3.4 IP IP IP Silicon Platform as a Service,SiPaaS IP(IDM)IDM IP GPU/NPU/DSP/VPU/ISP/IP IP IP IP IP IP IP IP IP 180 7 IP IP 250 5 IP MIPI,USB,PCIE IP BLE IP NB-IoT IP IP 32 Vivante IP ZSP IP Vivante IP Vivante IP Vivante IP IP Hantro IP IP C O N T E N T S 1.2.3.4.5.01 IP 2.IP 1.IP 2.IP 3.IP 4.IP 5.IP 6.3.IP 1.2.3.4.04 IP 1.2.3.4.4.1 IP More Moore IP 5G IoT AI IP IP SoC SoC More than Moore IP 34 Chiplet IP+IP SoC Chiplet die RISC-V Arm Beyond Moore EDA IP+AI IP IP SoC Chiplet-FinFET GAA FD-SOI 4.2 FinFET GAA FD-SOI Fin Field-Effect Transistor FinFET Fully Depleted Silicon On Insulator FD-SOI FinFET GAA FD-SOI 3D FinFET Gate-All-Around GAA 35 Chiplet Chiplet IP Chiplet 4.3.1 Chiplet IP IP Chiplet Chiplet MCM Interposer TSMC CoWos FOWLP TSMC InFo WLP Samsung FOPLP Silicon Bridge Intel EMIB 3D stacking IP 2.5D 3D UCIe 2018-2035EChiplet 6.45 58 570 2018 2024E 2035E 36 RISC-V RISC CPU CPU CPU 10 5G RISC-V RISC-V RISC-V IP RISC-V 4.3.2 RISC-V RISC-V RISC-V;RISC-V RISC-V X86 ARM RISC-V 40 X86 ARM X86 PC ARM MCU 100 800 2022 2025 RISC-V 37 IP EDA IP+AI IP 4.4 IP AIGC AI AI GPU 85 850 AI 17.6 28.9 36.9 52.8 65.5 184.3 2018 2019 2020 2021 2022 2025E 2018-2025 AI EDA IP+AI 1 2 38 T H A N K Y O U
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