韩国半导体 知识产权市场估计价值 2024年395.0百万美元 预计将达到 至2031年750.8百万美元以复合年增长率增长 2024年至2031年(CAGR)为9.6%。 。 。 韩国拥有蓬勃发展的电子和半导体产业,在过去几年中帮助了半导体IP市场的增长.

预计在预测期间,由于消费电子、汽车和5G基础设施等行业对先进半导体的需求不断增加,市场将稳步增长。 市场上的主要角色正专注于为人工智能,IOT,自主载体等新技术开发先进的IP解决方案,以利用新的机遇.

市场驱动力:

驱动市场的汽车工业对半导体知识产权的需求增加

韩国汽车工业在过去十年中经历了巨大的增长. 自2010年以来,韩国的车辆生产翻了一番多,使韩国跻身全球十大汽车制造国之列. 汽车生产的这种激增导致电子系统在新的汽车模型中集成更加复杂。 现代车辆目前拥有超过1亿行的软件代码和半导体,约占车辆总生产成本的40%. 预计向自主、连接和电动车辆的过渡将进一步加强半导体在汽车中的作用。

原始设备制造商(OEMs)面临巨大压力,需要在压缩车辆开发周期内引进先进的司机辅助系统、远程数据解决方案、信息娱乐服务和新的动力列车技术。 这正在推动汽车公司将半导体知识产权设计更大的外包给专门的半导体IP供应商。 诸如处理器、接口、安全控制器和电池管理系统等关键IP块越来越多地来自第三方,以利用其专门知识。 由于知识产权诉讼的威胁越来越大,汽车设计小组在内部开发知识产权的工作面临挑战,因此需求也因此加剧。

韩国已成为汽车生产和出口的主要枢纽,现代汽车和基亚等公司在国内市场占有相当大份额. 它们注重推出新的电动和连接车辆,目的是加强全球市场地位。 这种雄心勃勃的扩展估计会大大增加新汽车平台的半导体内容. 同时,大型汽车供应商和LG Electronics,三星和SK Group等级供应商的存在正在吸引更多的半导体IP供应商在当地设立办公室,并与其设计团队合作. 所有这些因素预计将促使针对汽车部分的半导体IP供应商获得更多的收入机会。

推动市场发展的消费电子部门的多核心技术

韩国消费电子工业在三星和LG等国内强项的背后迅速发展. 智能手机、电视、电器和其他连接设备正在快速采用5G、人工智能、增强现实和虚拟现实等剪切技术。 这些平台需要的无缝用户体验依赖于高性能的多核处理器和专用逻辑IP. 消费者OEM要求其SoC供应商在芯片上整合更多加工芯片,同时将功率降到最低并优化性能.

这种硅缩放的挑战加上严格的周转时间,正在鼓励无线半导体公司从第三方供应商处实施专门的多核心IP子系统。 同时,半导体初创企业正以创新的多处理器和互联IP解决方案出现,针对移动AI加速,计算机视觉处理和手势控制接口等多种消费电子应用. 它们在发展高级多核心架构方面的敏捷性正在吸引韩国企业集团的战略投资和伙伴关系。 例如,三星最近为多核心网络芯片供应商提供资金,突出表明需要尖端互联IP,以便在未来5G消费装置上实现众多核心的互联.

韩国消费者对高性能、但高效发电装置的需求继续刺激品牌之间的竞争,以迅速推出升级型号。 这大大缩短了内部多核心系统设计和验证的时间。 韩国半导体IP供应商完全有能力通过灵活的许可模式、专门的支助服务和不断推进其多核心平台,满足如此紧凑的时间到市场的限制。 有效整合第三方多核心实施伙伴的能力被引述为关键的成功因素,推动相关实施伙伴许可证市场的扩大。

市场挑战和机遇:

抗体数量增加 限制市场

韩国半导体IP市场面临的主要挑战之一是制造和销售越来越多的假冒集成电路。 伪造集成电路不仅侵犯了知识产权,而且对产品质量和可靠性构成严重风险。 许多假冒的IC没有经过真实产品必须经过的严格的测试和验证步骤. 因此,它们的性能无法预测,并且可能发生故障或过早故障. 这损害了真实产品的完整性和声誉。

假冒IC的扩散是韩国半导体公司严重关切的一个问题,因为它直接影响其销售和利润。 一度购买假冒产品的客户可能失去对该品牌的信任,今后不愿从这些公司购买. 它还阻碍创新,因为公司认为其创新努力可能因猖獗的知识产权盗窃和伪造而受到损害。 处理伪造行为需要广泛监测供应链和跟踪欺诈活动,这增加了公司的业务费用。 尽管执法机构不断作出努力,但由于这一非法业务的跨国性质,完全停止制造和分销假冒商品是一项挑战。 除非采取有力措施,否则假冒对合法的韩国半导体IP市场的增长构成巨大的制约力。

人工智能 为半导体公司创造新机会的硬件

人工智能技术的兴起为韩国的半导体产业带来了巨大的机遇. AI被广泛应用于从数据分析到机器人的各种行业. 然而,训练复杂的AI模型需要强大的计算能力,能够处理大量数据集和复杂的计算. 这驱动了对专门的AI硬件加速器的需求,它们能够比常规芯片更快地执行AI相关任务. 韩国半导体公司在芯片设计和制造方面长期拥有专门知识,因此完全有能力利用这一需求。 正在进行积极的研发,以开发AI特定集成电路,如GPU,ASIC,FPGA和神经形态芯片,这些芯片能够适应不同类型的AI工作量. 创新的AI硬件解决方案的开发有可能在未来几年中显著提升韩国半导体IP市场的财富. 它可以帮助公司增加其在全球的市场份额,并利用AI技术扩大为新的应用领域。 随着AI芯片进入各种消费品和工业产品,硬件IP许可证发放的机会也会增加。 总体来说,AI是一股巨大的干扰力量,为韩国的半导体玩家开辟了新的成长途径.

Insights By Design IP: Processor IP Drives the Market Amidst Growing Demand for Powerful and Efficient Processors

Insights By Design IP, Processor IP contributes the 55.4% share of the market owning to the ever-growing demand for powerful yet efficient processors. Processor IPs are integral components for semiconductors used in various consumer electronics and computing devices that require high processing capabilities. As the applications for devices expand with evolving technologies, the demand for faster and more capable processor IPs is surging. South Korean OEMs are continuously focusing on integrating powerful processor IPs from semiconductor IP vendors to deliver premium performance in their products. Additionally, the growth in applications of AI, machine learning and IoT is pushing the need for specialized processor IPs with specialized instructions and architectural enhancements. This is benefitting the processor IP segment. Furthermore, the strong presence of global tech giants and growing domestic brands in South Korea is driving more R&D towards developing sophisticated processor IPs. Tech companies rely on processor IPs from IP vendors to reduce development costs and time to market for their cutting-edge devices. The competitive South Korean consumer electronics market therefore contributes highly to the processor IP segment growth.

Insights By Revenue Source: Royalty Segment Dominates Due to High Reliance on Interface Ips

Insights By Revenue Source, the Royalty segment contributes the 51.1% share to the South Korea Semiconductor IP Market owing to the high reliance on interface IPs. Interface IPs play a crucial role in connecting different components of a semiconductor chip and expanding its capabilities. They provide communication protocols and electrical specifications to allow interaction between various blocks on an IC. As semiconductor applications require connecting with more external components and expanding connectivity options, the demand for sophisticated interface IPs is amplified. This rising need is boosting the royalty revenues of IP vendors. Moreover, South Korean OEMs prefer licensing premier interface IPs from reputed vendors under royalty contracts to integrate latest connectivity standards in their products without investing heavily in internal interface IP development. Established as well as emerging connectivity technologies such as USB, Ethernet, PCIe, Bluetooth and Wi-Fi rely majorly on licensed interface IPs. The emphasis of South Korean electronics industry and brands on introducing innovative connectivity features also drives higher reliance on licensed interface IPs strengthen the royalty segment.

Insights By Vertical: Consumer Electronics Leads the Market Owing to Country's Prominent Position in Global Consumer Electronics Industry

Insights By Vertical, Consumer Electronics contributes the highest share to the South Korea Semiconductor IP Market owing to the country's strong foothold in the global consumer electronics industry. South Korea is home to leading electronics giants that invest heavily in developing class-leading consumer devices. This vertical consumes a significant share of semiconductor IPs that serve as fundamental components of various consumer products. Right from smart phones to TVs, home appliances and more, almost every consumer electronic item ships with customized semiconductors featuring IPs. As consumer preferences shift towards smarter, connected and futuristic electronic devices, the demand for specialized semiconductor IPs sees a notable uplift from this vertical. Additionally, the South Korean government has announced several funding programs and initiatives to stimulate R&D in these strategic electronics vertical. This is encouraging more semiconductor IP customization and licensing to spur innovations in consumer electronics. Overall, the prowess and prioritization of South Korea's consumer electronics industry differentiate it as the leading consumer for semiconductor IPs compared to other verticals.

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