1, MCU Industry Overview
MCU is microcontroller , also known as microcontroller or microcontroller, which is a chip-level computer formed by appropriately reducing the frequency and specifications of the microprocessor, and integrating memory, flash memory, counter , A/D conversion, serial port , etc. into a single chip to form a chip-level computer.
can be divided into 4-bit, 8-bit, 16-bit, 32-bit and 64-bit according to the number of data bits processed; according to the instruction structure, it can be divided into CISC (complex instruction set computer) and RISC (simplified instruction set computer); according to the memory architecture, it can be divided into Harvard architecture and von Neumann architecture; according to the purpose, it can be divided into general-purpose microcontrollers and special-purpose microcontrollers.
MCU (microcontroller) Main classification
Source: Public information compilation
MCU was first proposed by Intel. After iterative update of 4-bit, 8-bit, 16-bit, 32-bit and even 64-bit MCU, it has been widely used in a variety of scenarios. Currently, the market is dominated by 8-bit and 32-bit MCUs. In the future, with the continuous improvement of product performance requirements, the market size of 32-bit MCUs will further expand. In China, most of them are 8- and 32-bit MCU companies at this stage. In the future, companies will increase R&D investment and further realize domestic substitution of MCUs.
MCU industry development history
Source: Electronic enthusiast, compiled by Huajing Industry Research Institute
2. MCU industry chain
From the perspective of the MCU industry chain, the original factory is located in the middle, and the upstream mainly includes raw material manufacturers, equipment manufacturers, etc. Compared with the IDM type, the Fabless type requires additional support from wafer foundry manufacturers, and the downstream uses dealers to distribute to terminal applications, including automobiles, industrial control, consumption, communications and other fields.
MCU industrial chain structure diagram
Source: Public information sorting
MCU is widely used in various electronic products. The consumer electronics industry with the highest downstream share in my country's MCU industry is 26%, followed by computer networks, accounting for 19%. In the future, with the penetration of new energy vehicles and the promotion of new car manufacturing forces, it will continue to drive the improvement of automotive MCUs.
The downstream share of China's MCU industry
Source: IHS Markit, ASPENCORE, compiled by Huajing Industry Research Institute
3. Current status of the global MCU industry
In 2020, the global MCU market sales situation fell to US$15.9 billion due to the epidemic, a year-on-year decrease of 2.45%. Global MCU sales rebounded to US$19.6 billion in 2021, a year-on-year increase of 23.27%, and are expected to exceed US$20 billion in 2022.
Global MCU sales and growth trends from 2015 to 2022
Source: IC insights, compiled by Huajing Industry Research Institute
In the global MCU market sales in 2021, automobile MCU sales were US$7.6 billion, accounting for about 39%. Another 46% come from general embedded application MCUs (including smartphones, computers and peripherals, industrial uses and consumer products), and the rest come from the smart card market (bank cards, bus cards, ID cards, etc.) and other uses, accounting for about 15%.
Global MCU market sales structure in 2021
Source: IC insights, compiled by Huajing Industry Research Institute
Total global MCU shipments in 2021 were about 30.9 billion, a year-on-year increase of 12%. The CAGR is expected to be 3.0% in the next five years, and will reach 35.8 billion in 2026.
2021-2026 Global MCU shipments and forecasts
Source: IC insights, compiled by Huajing Industry Research Institute
related reports: The "Research Report on the Development Prospects and Industry Investment Strategy of China Microcontroller Industry from 2021 to 2026" released by Huajing Industry Research Institute
4. Current status of China's MCU industry
Currently, the domestic MCU market size is still small. In 2021, China's MCU sales (China's MCU sales refer to domestically produced MCU sales) will reach US$4.6 billion. The CAGR is expected to be 8.5% in the next five years, and the sales in 2026 will reach US$6.9 billion.
2021-2026 China's MCU sales and forecast
Source: Public information compilation
In 2021, my country's automobile MCU sales were approximately US$680 million, a year-on-year increase of 6.25%. Automobile MCU sales are expected to grow at a CAGR of 5.3% over the next five years, and sales will increase to US$880 million by 2026.
2020-2026 China's automobile MCU sales and forecast
Source: Public information sorting
5. The competitive landscape of the MCU industry
IDM and OEM MCU production expansion are limited, and the supply is expected to continue. The specifications of automotive chips are mainly 8-inch wafers, and some manufacturers have begun to migrate to 12-inch platforms. According to Taiwan's MIC, the proportion of outsourcing of automotive chip IDM manufacturers is about 15%, and outsourcing products are mainly MCUs, of which about 70% are manufactured by TSMC Manufacturing. In the expansion plans of TSMC and major MCU manufacturers, TSMC deals with the gap in automotive chip supply through production expansion and reallocating production capacity, while the expansion plans of major IDM manufacturers are concentrated on 12-inch and 8-inch expansions.
The expansion plan for major MCU OEM factories and IDM factories in the world
Source: Electronic Engineering Album, compiled by Huajing Industry Research Institute
6. MCU industry development trends
Future automotive MCUs are one of the most potential markets. As a major automobile manufacturing country, my country has a strong demand for automotive semiconductors. With the acceleration of the progress of major automobile manufacturers in my country's automobile manufacturing, the MCU market in the automobile field will usher in sustained growth.
Automotive Electronics is undoubtedly still a hot topic for the next application, especially the development of new energy vehicles has brought new opportunities to this market. Because new energy vehicles do not have too many old technologies, they can better adopt the new generation of electronic and electrical architectures, and can directly apply domain controllers in new energy vehicles. The use of domain controllers will put forward new and higher demands for MCUs, while also promoting faster product iteration. Intelligent driving puts higher requirements on MCU performance, such as users require the MCU to perform more real-time computing.
MCU is the chip type that is most missing in the process of automotive chip shortage. Compared with consumer and industrial MCUs, automotive grade MCUs have higher technical barriers to operating temperature, delivery yield and working life. Although the current market has supplemented the supply of MCUs to a certain extent, control chips are still in short supply.
integration, cross-domain integration, in-vehicle central computers, in-vehicle cloud computing and other needs more core processors. It is expected that the market share of 32-bit MCUs will increase year by year, and the single value of automotive-grade MCUs will increase multiple times.
Huajing Intelligence Network is affiliated to Huajing Industry Research Institute, focusing on industrial and economic information and research in Greater China. Its main products and services currently provide include traditional and emerging industry research, business plans, feasibility studies, market research, special reports, customized reports, etc. It covers the fields of culture and sports, logistics and tourism, healthy elderly care, biomedicine , energy and chemical industry, equipment manufacturing, automobile electronics, agriculture, forestry, animal husbandry and fishery, and also conducts in-depth research on emerging fields such as smart cities, smart life, smart manufacturing, new energy, new materials, new consumption, new finance, artificial intelligence , " Internet + " and other emerging fields.
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