{"id":104142,"date":"2026-01-14T10:54:27","date_gmt":"2026-01-14T01:54:27","guid":{"rendered":"https:\/\/www.marketresearch.co.jp\/insights\/processor-market-mordor\/"},"modified":"2026-10-13T12:23:24","modified_gmt":"2026-10-13T03:23:24","slug":"processor-market-mordor","status":"publish","type":"post","link":"https:\/\/www.marketresearch.co.jp\/insights\/processor-market-mordor\/","title":{"rendered":"\u30d7\u30ed\u30bb\u30c3\u30b5\u30fc\u5e02\u5834 \u898f\u6a21\u30fb\u30b7\u30a7\u30a2\u5206\u6790\uff1a\u6210\u9577\u52d5\u5411\u3068\u4e88\u6e2c (2025-2030\u5e74)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.marketresearch.co.jp\/insights\/wp-content\/uploads\/2026\/01\/processor-market-1756845740578-major-players.webp\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.marketresearch.co.jp\/insights\/wp-content\/uploads\/2026\/01\/processor-market-size-image-1756846073664.webp\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-0\">1. \u306f\u3058\u3081\u306b<\/p>\n<ul>\n<li class=\"toc-level-2\">1.1 \u8abf\u67fb\u306e\u524d\u63d0\u6761\u4ef6\u3068\u5e02\u5834\u306e\u5b9a\u7fa9<\/li>\n<li class=\"toc-level-2\">1.2 \u8abf\u67fb\u7bc4\u56f2<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-1\">2. \u8abf\u67fb\u65b9\u6cd5<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-2\">3. \u30a8\u30b0\u30bc\u30af\u30c6\u30a3\u30d6\u30b5\u30de\u30ea\u30fc<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-3\">4. \u5e02\u5834\u6982\u6cc1<\/p>\n<ul>\n<li class=\"toc-level-2\">4.1 \u5e02\u5834\u6982\u8981<\/li>\n<li class=\"toc-level-2\">4.2 \u5e02\u5834\u306e\u63a8\u9032\u8981\u56e0\n<ul>\n<li class=\"toc-level-3\">4.2.1 \u30b9\u30de\u30fc\u30c8\u30d5\u30a9\u30f3\u306e\u666e\u53ca\u7387\u306e\u4e0a\u6607<\/li>\n<li class=\"toc-level-3\">4.2.2 \u30af\u30e9\u30a6\u30c9\u3001AI\u3001\u30d3\u30c3\u30b0\u30c7\u30fc\u30bf\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u306e\u63a1\u7528\u62e1\u5927<\/li>\n<li class=\"toc-level-3\">4.2.3 \u30a8\u30c3\u30b8\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u5c0e\u5165\u306e\u62e1\u5927<\/li>\n<li class=\"toc-level-3\">4.2.4 \u534a\u5c0e\u4f53\u751f\u7523\u80fd\u529b\u306b\u5bfe\u3059\u308b\u653f\u5e9c\u306e\u30a4\u30f3\u30bb\u30f3\u30c6\u30a3\u30d6<\/li>\n<li class=\"toc-level-3\">4.2.5 AI\u306b\u6700\u9069\u5316\u3055\u308c\u305f\u547d\u4ee4\u30bb\u30c3\u30c8\u62e1\u5f35\uff08\u4f8b\uff1aAMX\u3001SVE2\uff09<\/li>\n<li class=\"toc-level-3\">4.2.6 \u30c1\u30c3\u30d7\u30ec\u30c3\u30c8\u30d9\u30fc\u30b9\u306e\u30d8\u30c6\u30ed\u30b8\u30cb\u30a2\u30b9\u7d71\u5408\u306b\u3088\u308b\u30b3\u30b9\u30c8\u524a\u6e1b<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.3 \u5e02\u5834\u306e\u963b\u5bb3\u8981\u56e0\n<ul>\n<li class=\"toc-level-3\">4.3.1 \u5148\u7aef\u30ce\u30fc\u30c9\u8a2d\u8a08\u306b\u304a\u3051\u308b\u4eba\u6750\u4e0d\u8db3<\/li>\n<li class=\"toc-level-3\">4.3.2 EDA\/IP\u306b\u5bfe\u3059\u308b\u5730\u653f\u5b66\u7684\u8f38\u51fa\u898f\u5236<\/li>\n<li class=\"toc-level-3\">4.3.3 3nm\u4ee5\u4e0b\u306e\u30ce\u30fc\u30c9\u306b\u304a\u3051\u308b\u71b1\u8a2d\u8a08\u306e\u9650\u754c<\/li>\n<li class=\"toc-level-3\">4.3.4 \u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u6392\u51fa\u91cf\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30b3\u30b9\u30c8<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \u30de\u30af\u30ed\u7d4c\u6e08\u8981\u56e0\u306e\u5f71\u97ff<\/li>\n<li class=\"toc-level-2\">4.5 \u898f\u5236\u74b0\u5883<\/li>\n<li class=\"toc-level-2\">4.6 \u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306e\u898b\u901a\u3057<\/li>\n<li class=\"toc-level-2\">4.7 \u696d\u754c\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u5206\u6790<\/li>\n<li class=\"toc-level-2\">4.8 \u30dd\u30fc\u30bf\u30fc\u306e5\u3064\u306e\u529b\u5206\u6790\n<ul>\n<li class=\"toc-level-3\">4.8.1 \u4f9b\u7d66\u8005\u306e\u4ea4\u6e09\u529b<\/li>\n<li class=\"toc-level-3\">4.8.2 \u6d88\u8cbb\u8005\u306e\u4ea4\u6e09\u529b<\/li>\n<li class=\"toc-level-3\">4.8.3 \u65b0\u898f\u53c2\u5165\u306e\u8105\u5a01<\/li>\n<li class=\"toc-level-3\">4.8.4 \u4ee3\u66ff\u54c1\u306e\u8105\u5a01<\/li>\n<li class=\"toc-level-3\">4.8.5 \u7af6\u4e89\u306e\u6fc0\u3057\u3055<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-4\">5. \u5e02\u5834\u898f\u6a21\u3068\u6210\u9577\u4e88\u6e2c\uff08\u91d1\u984d\uff09<\/p>\n<ul>\n<li class=\"toc-level-2\">5.1 \u88fd\u54c1\u30bf\u30a4\u30d7\u5225\n<ul>\n<li class=\"toc-level-3\">5.1.1 CPU<\/li>\n<li class=\"toc-level-3\">5.1.2 \u30af\u30e9\u30a4\u30a2\u30f3\u30c8 (\u30c7\u30b9\u30af\u30c8\u30c3\u30d7\u304a\u3088\u3073\u30ce\u30fc\u30c8\u30d1\u30bd\u30b3\u30f3)<\/li>\n<li class=\"toc-level-3\">5.1.3 \u30b5\u30fc\u30d0\u30fc<\/li>\n<li class=\"toc-level-3\">5.1.4 APU<\/li>\n<li class=\"toc-level-3\">5.1.5 \u30b9\u30de\u30fc\u30c8\u30d5\u30a9\u30f3<\/li>\n<li class=\"toc-level-3\">5.1.6 \u30bf\u30d6\u30ec\u30c3\u30c8<\/li>\n<li class=\"toc-level-3\">5.1.7 \u30b9\u30de\u30fc\u30c8\u30c6\u30ec\u30d3<\/li>\n<li class=\"toc-level-3\">5.1.8 \u30b9\u30de\u30fc\u30c8\u30b9\u30d4\u30fc\u30ab\u30fc<\/li>\n<li class=\"toc-level-3\">5.1.9 \u305d\u306e\u4ed6 (\u30b9\u30de\u30fc\u30c8\u30a6\u30a9\u30c3\u30c1\u3001\u30ce\u30fc\u30c8\u30d6\u30c3\u30af\u3001AR\/VR\u3001\u81ea\u52d5\u8eca)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \u30de\u30a4\u30af\u30ed\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u5225\n<ul>\n<li class=\"toc-level-3\">5.2.1 x86<\/li>\n<li class=\"toc-level-3\">5.2.2 Arm<\/li>\n<li class=\"toc-level-3\">5.2.3 RISC-V<\/li>\n<li class=\"toc-level-3\">5.2.4 Power<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \u88fd\u9020\u30ce\u30fc\u30c9\u5225\n<ul>\n<li class=\"toc-level-3\">5.3.1 10 nm\u4ee5\u4e0a<\/li>\n<li class=\"toc-level-3\">5.3.2 7-10 nm<\/li>\n<li class=\"toc-level-3\">5.3.3 5-6 nm<\/li>\n<li class=\"toc-level-3\">5.3.4 4 nm\u4ee5\u4e0b<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \u6700\u7d42\u7528\u9014\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u5225\n<ul>\n<li class=\"toc-level-3\">5.4.1 \u5bb6\u5ead\u7528\u96fb\u5316\u88fd\u54c1<\/li>\n<li class=\"toc-level-3\">5.4.2 \u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u304a\u3088\u3073\u30af\u30e9\u30a6\u30c9<\/li>\n<li class=\"toc-level-3\">5.4.3 \u7523\u696d\u7528\u304a\u3088\u3073IoT\u30a8\u30c3\u30b8<\/li>\n<li class=\"toc-level-3\">5.4.4 \u81ea\u52d5\u8eca\u304a\u3088\u3073ADAS<\/li>\n<li class=\"toc-level-3\">5.4.5 \u822a\u7a7a\u5b87\u5b99\u304a\u3088\u3073\u9632\u885b<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.5 \u5730\u57df\u5225\n<ul>\n<li class=\"toc-level-3\">5.5.1 \u5317\u7c73<\/li>\n<li class=\"toc-level-4\">5.5.1.1 \u30a2\u30e1\u30ea\u30ab\u5408\u8846\u56fd<\/li>\n<li class=\"toc-level-4\">5.5.1.2 \u30ab\u30ca\u30c0<\/li>\n<li class=\"toc-level-4\">5.5.1.3 \u30e1\u30ad\u30b7\u30b3<\/li>\n<li class=\"toc-level-3\">5.5.2 \u5357\u7c73<\/li>\n<li class=\"toc-level-4\">5.5.2.1 \u30d6\u30e9\u30b8\u30eb<\/li>\n<li class=\"toc-level-4\">5.5.2.2 \u30a2\u30eb\u30bc\u30f3\u30c1\u30f3<\/li>\n<li class=\"toc-level-4\">5.5.2.3 \u5357\u7c73\u306e\u305d\u306e\u4ed6\u306e\u5730\u57df<\/li>\n<li class=\"toc-level-3\">5.5.3 \u30e8\u30fc\u30ed\u30c3\u30d1<\/li>\n<li class=\"toc-level-4\">5.5.3.1 \u30c9\u30a4\u30c4<\/li>\n<li class=\"toc-level-4\">5.5.3.2 \u30a4\u30ae\u30ea\u30b9<\/li>\n<li class=\"toc-level-4\">5.5.3.3 \u30d5\u30e9\u30f3\u30b9<\/li>\n<li class=\"toc-level-4\">5.5.3.4 \u30a4\u30bf\u30ea\u30a2<\/li>\n<li class=\"toc-level-4\">5.5.3.5 \u30b9\u30da\u30a4\u30f3<\/li>\n<li class=\"toc-level-4\">5.5.3.6 \u30ed\u30b7\u30a2<\/li>\n<li class=\"toc-level-4\">5.5.3.7 \u30e8\u30fc\u30ed\u30c3\u30d1\u306e\u305d\u306e\u4ed6\u306e\u5730\u57df<\/li>\n<li class=\"toc-level-3\">5.5.4 \u30a2\u30b8\u30a2\u592a\u5e73\u6d0b<\/li>\n<li class=\"toc-level-4\">5.5.4.1 \u4e2d\u56fd<\/li>\n<li class=\"toc-level-4\">5.5.4.2 \u65e5\u672c<\/li>\n<li class=\"toc-level-4\">5.5.4.3 \u30a4\u30f3\u30c9<\/li>\n<li class=\"toc-level-4\">5.5.4.4 \u97d3\u56fd<\/li>\n<li class=\"toc-level-4\">5.5.4.5 \u6771\u5357\u30a2\u30b8\u30a2<\/li>\n<li class=\"toc-level-4\">5.5.4.6 \u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u306e\u305d\u306e\u4ed6\u306e\u5730\u57df<\/li>\n<li class=\"toc-level-3\">5.5.5 \u4e2d\u6771\u304a\u3088\u3073\u30a2\u30d5\u30ea\u30ab<\/li>\n<li class=\"toc-level-4\">5.5.5.1 \u4e2d\u6771<\/li>\n<li class=\"toc-level-5\">5.5.5.1.1 \u30b5\u30a6\u30b8\u30a2\u30e9\u30d3\u30a2<\/li>\n<li class=\"toc-level-5\">5.5.5.1.2 \u30a2\u30e9\u30d6\u9996\u9577\u56fd\u9023\u90a6<\/li>\n<li class=\"toc-level-5\">5.5.5.1.3 \u30c8\u30eb\u30b3<\/li>\n<li class=\"toc-level-5\">5.5.5.1.4 \u4e2d\u6771\u306e\u305d\u306e\u4ed6\u306e\u5730\u57df<\/li>\n<li class=\"toc-level-4\">5.5.5.2 \u30a2\u30d5\u30ea\u30ab<\/li>\n<li class=\"toc-level-5\">5.5.5.2.1 \u5357\u30a2\u30d5\u30ea\u30ab<\/li>\n<li class=\"toc-level-5\">5.5.5.2.2 \u30ca\u30a4\u30b8\u30a7\u30ea\u30a2<\/li>\n<li class=\"toc-level-5\">5.5.5.2.3 \u30a2\u30d5\u30ea\u30ab\u306e\u305d\u306e\u4ed6\u306e\u5730\u57df<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">6. \u7af6\u4e89\u74b0\u5883<\/p>\n<ul>\n<li class=\"toc-level-2\">6.1 \u5e02\u5834\u96c6\u4e2d\u5ea6<\/li>\n<li class=\"toc-level-2\">6.2 \u6226\u7565\u7684\u52d5\u5411<\/li>\n<li class=\"toc-level-2\">6.3 \u5e02\u5834\u30b7\u30a7\u30a2\u5206\u6790<\/li>\n<li class=\"toc-level-2\">6.4 \u4f01\u696d\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\uff08\u30b0\u30ed\u30fc\u30d0\u30eb\u30ec\u30d9\u30eb\u306e\u6982\u8981\u3001\u5e02\u5834\u30ec\u30d9\u30eb\u306e\u6982\u8981\u3001\u4e3b\u8981\u30bb\u30b0\u30e1\u30f3\u30c8\u3001\u5229\u7528\u53ef\u80fd\u306a\u8ca1\u52d9\u60c5\u5831\u3001\u6226\u7565\u60c5\u5831\u3001\u4e3b\u8981\u4f01\u696d\u306e\u5e02\u5834\u30e9\u30f3\u30ad\u30f3\u30b0\/\u30b7\u30a7\u30a2\u3001\u88fd\u54c1\u3068\u30b5\u30fc\u30d3\u30b9\u3001\u304a\u3088\u3073\u6700\u8fd1\u306e\u52d5\u5411\u3092\u542b\u3080\uff09\n<ul>\n<li class=\"toc-level-3\">6.4.1 Advanced Micro Devices Inc. (AMD)<\/li>\n<li class=\"toc-level-3\">6.4.2 Intel Corporation<\/li>\n<li class=\"toc-level-3\">6.4.3 Qualcomm Technologies Inc.<\/li>\n<li class=\"toc-level-3\">6.4.4 Apple Inc.<\/li>\n<li class=\"toc-level-3\">6.4.5 NVIDIA Corporation<\/li>\n<li class=\"toc-level-3\">6.4.6 MediaTek Inc.<\/li>\n<li class=\"toc-level-3\">6.4.7 Samsung Electronics Co. Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.8 Huawei Technologies Co. Ltd. (HiSilicon)<\/li>\n<li class=\"toc-level-3\">6.4.9 Broadcom Inc.<\/li>\n<li class=\"toc-level-3\">6.4.10 Marvell Technology Group Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.11 UNISOC (Shanghai) Technologies Co. Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.12 Texas Instruments Inc.<\/li>\n<li class=\"toc-level-3\">6.4.13 Renesas Electronics Corporation<\/li>\n<li class=\"toc-level-3\">6.4.14 NXP Semiconductors N.V.<\/li>\n<li class=\"toc-level-3\">6.4.15 STMicroelectronics N.V.<\/li>\n<li class=\"toc-level-3\">6.4.16 VIA Technologies Inc.<\/li>\n<li class=\"toc-level-3\">6.4.17 SiFive Inc.<\/li>\n<li class=\"toc-level-3\">6.4.18 Ampere Computing LLC<\/li>\n<li class=\"toc-level-3\">6.4.19 Alibaba Pingtouge (T-Head)<\/li>\n<li class=\"toc-level-3\">6.4.20 Esperanto Technologies Inc.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-6\">7. \u5e02\u5834\u6a5f\u4f1a\u3068\u5c06\u6765\u5c55\u671b<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u30d7\u30ed\u30bb\u30c3\u30b5\u30fc\u5e02\u5834\u306e\u6982\u8981\uff1a\u6210\u9577\u30c8\u30ec\u30f3\u30c9\u3068\u4e88\u6e2c\uff082025\u5e74\uff5e2030\u5e74\uff09<\/p>\n<p>1. \u5e02\u5834\u6982\u6cc1<\/p>\n<p>\u30d7\u30ed\u30bb\u30c3\u30b5\u30fc\u5e02\u5834\u306f\u30012025\u5e74\u306b1,327\u51043,000\u4e07\u7c73\u30c9\u30eb\u306e\u5e02\u5834\u898f\u6a21\u3092\u8a18\u9332\u3057\u30012030\u5e74\u307e\u3067\u306b1,724\u51045,000\u4e07\u7c73\u30c9\u30eb\u306b\u9054\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u304a\u308a\u3001\u4e88\u6e2c\u671f\u9593\u4e2d\u306e\u5e74\u5e73\u5747\u6210\u9577\u7387\uff08CAGR\uff09\u306f5.38%\u3067\u3059\u3002\u3053\u306e\u6210\u9577\u306f\u3001\u6c4e\u7528\u8a2d\u8a08\u304b\u3089AI\u306b\u6700\u9069\u5316\u3055\u308c\u305f\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u3078\u306e\u79fb\u884c\u3001\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u306b\u3088\u308b\u30ab\u30b9\u30bf\u30e0\u30b7\u30ea\u30b3\u30f3\u306e\u5897\u52a0\u3001\u304a\u3088\u3073\u56fd\u5185\u88fd\u9020\u80fd\u529b\u3092\u62e1\u5927\u3059\u308b\u305f\u3081\u306e\u653f\u5e9c\u306e\u30a4\u30f3\u30bb\u30f3\u30c6\u30a3\u30d6\u306b\u3088\u3063\u3066\u63a8\u9032\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u5317\u7c73\u306f\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3078\u306e\u6295\u8cc7\u3068CHIPS\u6cd5\u306b\u3088\u308b\u30a4\u30f3\u30bb\u30f3\u30c6\u30a3\u30d6\u3092\u80cc\u666f\u306b\u9700\u8981\u3092\u727d\u5f15\u3057\u3066\u304a\u308a\u3001\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u5730\u57df\u306f\u30a4\u30f3\u30c9\u3001\u4e2d\u56fd\u3001\u65e5\u672c\u304c\u88fd\u9020\u80fd\u529b\u3092\u62e1\u5927\u3057\u3066\u3044\u308b\u305f\u3081\u3001\u6700\u3082\u901f\u3044\u6210\u9577\u7387\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u9593\u306e\u7af6\u4e89\u306f\u6fc0\u5316\u3057\u3066\u304a\u308a\u3001x86\u306e\u9577\u5e74\u306e\u512a\u4f4d\u6027\u306f\u3001\u30ef\u30c3\u30c8\u3042\u305f\u308a\u306e\u6027\u80fd\u304c\u9ad8\u3044ARM\u304a\u3088\u3073RISC-V\u8a2d\u8a08\u306b\u3088\u3063\u3066\u6311\u6226\u3092\u53d7\u3051\u3066\u3044\u307e\u3059\u30022025\u5e74\u306b\u306f500\u5104\u7c73\u30c9\u30eb\u3092\u8d85\u3048\u308bM&#038;A\u6d3b\u52d5\u304c\u3042\u308a\u3001\u696d\u754c\u304c\u5782\u76f4\u7d71\u5408\u3001\u9ad8\u5ea6\u306a\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u3001\u304a\u3088\u3073\u30b3\u30b9\u30c8\u3092\u524a\u6e1b\u3057\u9762\u7a4d\u3042\u305f\u308a\u306e\u6027\u80fd\u3092\u5411\u4e0a\u3055\u305b\u308b\u30c1\u30c3\u30d7\u30ec\u30c3\u30c8\u6226\u7565\u3078\u3068\u8ee2\u63db\u3057\u3066\u3044\u308b\u3053\u3068\u304c\u793a\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>2. \u4e3b\u8981\u306a\u5e02\u5834\u52d5\u5411\u3068\u6d1e\u5bdf<\/p>\n<p>2.1. \u6210\u9577\u8981\u56e0<\/p>\n<p>*   \u30af\u30e9\u30a6\u30c9\u3001AI\u3001\u30d3\u30c3\u30b0\u30c7\u30fc\u30bf\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u306e\u63a1\u7528\u62e1\u5927\uff08CAGR\u3078\u306e\u5f71\u97ff\uff1a+1.80%\uff09: \u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u306f\u73fe\u5728\u3001\u5546\u7528\u30b7\u30ea\u30b3\u30f3\u3068\u6bd4\u8f03\u3057\u3066\u6027\u80fd\u5bfe\u8cbb\u7528\u6bd4\u3092\u5411\u4e0a\u3055\u305b\u308b\u30ab\u30b9\u30bf\u30e0\u30c1\u30c3\u30d7\u3092\u8a2d\u8a08\u30fb\u5c55\u958b\u3057\u3066\u3044\u307e\u3059\u3002\u4f8b\u3048\u3070\u3001AWS Trainium2\u306fGPU\u30a4\u30f3\u30b9\u30bf\u30f3\u30b9\u3068\u6bd4\u8f03\u3057\u3066AI\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u306e\u30b3\u30b9\u30c8\u52b9\u7387\u309230\uff5e40%\u6539\u5584\u3057\u3001Google\u306eIronwood TPU\u306f\u30c1\u30c3\u30d7\u3042\u305f\u308a4,614 TFLOPS\u3092\u9054\u6210\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001450\u5104\u7c73\u30c9\u30eb\u306e\u30ab\u30b9\u30bf\u30e0\u30c1\u30c3\u30d7\u5e02\u5834\u304c\u751f\u307e\u308c\u3001\u30af\u30e9\u30a6\u30c9\u4e8b\u696d\u8005\u304c\u30b7\u30ea\u30b3\u30f3\u8a2d\u8a08\u3092\u5185\u88fd\u5316\u3059\u308b\u3053\u3068\u3067\u3001\u5f93\u6765\u306eCPU\u30d9\u30f3\u30c0\u30fc\u306e\u5229\u76ca\u7387\u3092\u5727\u8feb\u3057\u3066\u3044\u307e\u3059\u3002\u6b27\u5dde\u304a\u3088\u3073\u30a2\u30b8\u30a2\u306e\u4e00\u90e8\u306b\u304a\u3051\u308b\u30c7\u30fc\u30bf\u4e3b\u6a29\u306e\u7fa9\u52d9\u5316\u306f\u3001\u5730\u57df\u3054\u3068\u306e\u30d7\u30ed\u30bb\u30c3\u30b5\u30fc\u9078\u597d\u3092\u5f37\u5316\u3057\u3001\u9700\u8981\u30d1\u30bf\u30fc\u30f3\u3092\u3055\u3089\u306b\u7d30\u5206\u5316\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u30b9\u30de\u30fc\u30c8\u30d5\u30a9\u30f3\u306e\u666e\u53ca\u62e1\u5927\uff08CAGR\u3078\u306e\u5f71\u97ff\uff1a+1.20%\uff09: \u30cf\u30f3\u30c9\u30bb\u30c3\u30c8\u30e1\u30fc\u30ab\u30fc\u304c\u30aa\u30f3\u30c7\u30d0\u30a4\u30b9AI\u3092\u63a8\u9032\u3059\u308b\u306b\u3064\u308c\u3066\u3001\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u30d7\u30ed\u30bb\u30c3\u30b5\u30fc\u306b\u306f\u5c02\u7528\u306eNPU\u304c\u642d\u8f09\u3055\u308c\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3057\u305f\u3002Apple\u306eA18 Pro\u306f\u30de\u30c8\u30ea\u30c3\u30af\u30b9\u30b3\u30d7\u30ed\u30bb\u30c3\u30b5\u30fc\u3092\u7d71\u5408\u3057\u3001Qualcomm\u306eSnapdragon 8 Gen 4\u306fNPU\u306e\u9032\u5316\u3092\u901a\u3058\u306640%\u306e\u6027\u80fd\u5411\u4e0a\u3092\u76ee\u6307\u3057\u3066\u3044\u307e\u3059\u30025G\u30e2\u30c7\u30e0\u306e\u30e2\u30ce\u30ea\u30b7\u30c3\u30af\u7d71\u5408\u306b\u3088\u308a\u3001\u90e8\u54c1\u30b3\u30b9\u30c8\u304c15\uff5e20%\u524a\u6e1b\u3055\u308c\u3001\u30d0\u30c3\u30c6\u30ea\u30fc\u52b9\u7387\u304c\u5411\u4e0a\u3057\u307e\u3057\u305f\u3002\u4ea4\u63db\u30b5\u30a4\u30af\u30eb\u306e\u9577\u671f\u5316\u306f\u6301\u7d9a\u7684\u306a\u52b9\u7387\u6027\u3078\u306e\u91cd\u70b9\u3092\u79fb\u3057\u3001\u30d7\u30ec\u30df\u30a2\u30e0\u5c64\u5411\u3051\u306b5nm\u4ee5\u4e0b\u306e\u6700\u5148\u7aef\u30ce\u30fc\u30c9\u306e\u91cf\u7523\u3092\u63a8\u9032\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u30a8\u30c3\u30b8\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u5c55\u958b\u306e\u62e1\u5927\uff08CAGR\u3078\u306e\u5f71\u97ff\uff1a+0.90%\uff09: \u7523\u696d\u7528\u304a\u3088\u3073\u8eca\u8f09\u7528\u30a8\u30c3\u30b8\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u306f\u3001\u5f93\u6765\u306eMCU\u306e\u80fd\u529b\u3092\u4e0a\u56de\u308a\u3001\u30b5\u30fc\u30d0\u30fc\u30af\u30e9\u30b9\u306e\u30b3\u30a2\u306e\u63a1\u7528\u3092\u4fc3\u3057\u3066\u3044\u307e\u3059\u3002Ampere\u306e512\u30b3\u30a2\u30d7\u30ed\u30bb\u30c3\u30b5\u30fc\u306f\u30b3\u30f3\u30d1\u30af\u30c8\u306a\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u30fb\u30a4\u30f3\u30fb\u30a2\u30fb\u30dc\u30c3\u30af\u30b9\u5c55\u958b\u3092\u30bf\u30fc\u30b2\u30c3\u30c8\u3068\u3057\u3001Tesla\u306eDojo\u30c0\u30a4\u306f\u8eca\u4e21\u30a8\u30c3\u30b8\u3067\u306e\u81ea\u5f8b\u63a8\u8ad6\u5411\u3051\u306b362 BF16 TFLOPS\u3092\u8a18\u9332\u3057\u3066\u3044\u307e\u3059\u3002\u30a8\u30c3\u30b8\u8a2d\u8a08\u306f\u73fe\u5728\u3001\u6c7a\u5b9a\u8ad6\u7684\u5236\u5fa1\u3068AI\u63a8\u8ad6\u3092\u4e21\u7acb\u3055\u305b\u3001CPU\u3001GPU\u30bf\u30a4\u30eb\u3001\u30d1\u30b1\u30c3\u30c8\u51e6\u7406\u30a8\u30f3\u30b8\u30f3\u3092\u7d44\u307f\u5408\u308f\u305b\u305f\u7570\u7a2e\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u30d5\u30a1\u30d6\u30ea\u30c3\u30af\u3078\u306e\u9700\u8981\u3092\u9ad8\u3081\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u534a\u5c0e\u4f53\u88fd\u9020\u80fd\u529b\u306b\u5bfe\u3059\u308b\u653f\u5e9c\u306e\u30a4\u30f3\u30bb\u30f3\u30c6\u30a3\u30d6\uff08CAGR\u3078\u306e\u5f71\u97ff\uff1a+0.70%\uff09: CHIPS\u304a\u3088\u3073\u79d1\u5b66\u6cd5\u306f\u3001\u56fd\u5185\u306e\u30d5\u30a1\u30d6\u3092\u4fc3\u9032\u3059\u308b\u305f\u3081\u306b527\u5104\u7c73\u30c9\u30eb\u3092\u89e3\u653e\u3057\u3001TSMC\u306e1,650\u5104\u7c73\u30c9\u30eb\u306e\u30a2\u30ea\u30be\u30ca\u8907\u5408\u65bd\u8a2d\u3068Intel\u306e1,000\u5104\u7c73\u30c9\u30eb\u306e\u8907\u6570\u30b5\u30a4\u30c8\u62e1\u5f35\u3092\u8a98\u767a\u3057\u307e\u3057\u305f\u3002EU\uff08430\u5104\u30e6\u30fc\u30ed\uff09\u3068\u30a4\u30f3\u30c9\uff08100\u5104\u7c73\u30c9\u30eb\uff09\u3067\u3082\u540c\u69d8\u306e\u8a08\u753b\u304c\u5730\u57df\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u3092\u5968\u52b1\u3057\u3066\u3044\u307e\u3059\u3002\u627f\u8a8d\u30b5\u30a4\u30af\u30eb\u3068\u5efa\u8a2d\u671f\u9593\u304c\u9577\u3044\u305f\u3081\u3001\u6069\u6075\u306f4\u5e74\u4ee5\u4e0a\u306e\u671f\u9593\u306b\u308f\u305f\u3063\u3066\u84c4\u7a4d\u3055\u308c\u307e\u3059\u304c\u3001\u653f\u7b56\u306e\u52e2\u3044\u306f\u3059\u3067\u306b\u30b5\u30a4\u30c8\u9078\u5b9a\u3068\u9577\u671f\u7684\u306a\u80fd\u529b\u8a08\u753b\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>2.2. \u963b\u5bb3\u8981\u56e0<\/p>\n<p>*   \u5148\u7aef\u30ce\u30fc\u30c9\u8a2d\u8a08\u306b\u304a\u3051\u308b\u4eba\u6750\u4e0d\u8db3\uff08CAGR\u3078\u306e\u5f71\u97ff\uff1a-1.10%\uff09: \u30c1\u30c3\u30d7\u30e1\u30fc\u30ab\u30fc\u306f3nm\u4ee5\u4e0b\u306e\u8a2d\u8a08\u306b\u719f\u7df4\u3057\u305f\u30a8\u30f3\u30b8\u30cb\u30a2\u306e\u63a1\u7528\u306b\u82e6\u616e\u3057\u3066\u3044\u307e\u3059\u3002Intel\u306f20\u4e07\u7c73\u30c9\u30eb\u306e\u521d\u4efb\u7d66\u30d1\u30c3\u30b1\u30fc\u30b8\u306b\u3082\u304b\u304b\u308f\u3089\u305a3,000\u306e\u7a7a\u5e2d\u3092\u5831\u544a\u3057\u3001TSMC\u306f1,000\u4eba\u306e\u53f0\u6e7e\u4eba\u30b9\u30bf\u30c3\u30d5\u3092\u30a2\u30ea\u30be\u30ca\u306b\u79fb\u3057\u3066\u73fe\u5730\u63a1\u7528\u8005\u3092\u8a13\u7df4\u3057\u307e\u3057\u305f\u3002\u5b66\u8853\u754c\u306e\u30ab\u30ea\u30ad\u30e5\u30e9\u30e0\u30b5\u30a4\u30af\u30eb\u304c\u9045\u3044\u305f\u3081\u3001\u7279\u306b\u30c1\u30c3\u30d7\u30ec\u30c3\u30c8\u6570\u304c\u5897\u52a0\u3059\u308b\u691c\u8a3c\u5206\u91ce\u30675\uff5e7\u5e74\u306e\u30b9\u30ad\u30eb\u30ae\u30e3\u30c3\u30d7\u304c\u751f\u3058\u3066\u3044\u307e\u3059\u3002\u7c73\u56fd\u306e\u30d3\u30b6\u4e0a\u9650\u306f\u4f9b\u7d66\u3092\u3055\u3089\u306b\u903c\u8feb\u3055\u305b\u3001\u4f01\u696d\u306f\u8a2d\u8a08\u30bb\u30f3\u30bf\u30fc\u3092\u30a4\u30f3\u30c9\u3084\u6771\u5357\u30a2\u30b8\u30a2\u306b\u79fb\u8ee2\u3059\u308b\u3088\u3046\u4fc3\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   EDA\/IP\u306b\u95a2\u3059\u308b\u5730\u653f\u5b66\u7684\u8f38\u51fa\u898f\u5236\uff08CAGR\u3078\u306e\u5f71\u97ff\uff1a-0.80%\uff09: \u7c73\u56fd\u306e\u9ad8\u5ea6\u306aEDA\u30c4\u30fc\u30eb\u3068IP\u306b\u5bfe\u3059\u308b\u4e2d\u56fd\u3078\u306e\u8f38\u51fa\u5236\u9650\u306f\u3001\u8a2d\u8a08\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u3092\u5206\u65ad\u3057\u3066\u3044\u307e\u3059\u3002Alibaba\u306eT-Head\u306f\u5225\u3005\u306eEDA\u30d5\u30ed\u30fc\u3092\u7dad\u6301\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u3001\u30b3\u30b9\u30c8\u3068\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u306b15\uff5e25%\u3092\u8ffd\u52a0\u3057\u3066\u3044\u307e\u3059\u3002\u4e00\u65b9\u3001ARM\u30e9\u30a4\u30bb\u30f3\u30b9\u306e\u4e0d\u78ba\u5b9f\u6027\u306fx86\u306e\u30af\u30ed\u30b9\u30e9\u30a4\u30bb\u30f3\u30b9\u5951\u7d04\u3092\u8907\u96d1\u306b\u3057\u3066\u3044\u307e\u3059\u3002RISC-V\u306e\u30aa\u30fc\u30d7\u30f3\u30e2\u30c7\u30eb\u306f\u8f38\u51fa\u7ba1\u7406\u3078\u306e\u8010\u6027\u304b\u3089\u6ce8\u76ee\u3092\u96c6\u3081\u3066\u3044\u307e\u3059\u304c\u3001\u9ad8\u6027\u80fd\u30c4\u30fc\u30eb\u30c1\u30a7\u30fc\u30f3\u306f\u307e\u3060\u672a\u6210\u719f\u3067\u3059\u3002\u3057\u305f\u304c\u3063\u3066\u3001\u4f01\u696d\u306f\u91cd\u8907\u3057\u305f\u691c\u8a3c\u3068\u5236\u9650\u3055\u308c\u305f\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u3078\u306e\u30a2\u30af\u30bb\u30b9\u3092\u8ca0\u62c5\u3057\u3001\u77ed\u671f\u7684\u306a\u6210\u9577\u3092\u6291\u5236\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   3nm\u4ee5\u4e0b\u306e\u30ce\u30fc\u30c9\u306b\u304a\u3051\u308b\u71b1\u8a2d\u8a08\u306e\u9650\u754c\uff08CAGR\u3078\u306e\u5f71\u97ff\uff1a-0.60%\uff09: \u30b5\u30d63nm\u30c1\u30c3\u30d7\u306f\u71b1\u9650\u754c\u3092200 W\/cm\u00b2\u4ee5\u4e0a\u306b\u62bc\u3057\u4e0a\u3052\u3001\u6db2\u51b7\u3084\u9ad8\u5ea6\u306a\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u3092\u5fc5\u8981\u3068\u3057\u3001\u30d1\u30c3\u30b1\u30fc\u30b8\u3042\u305f\u308a50\uff5e100\u7c73\u30c9\u30eb\u306e\u8ffd\u52a0\u30b3\u30b9\u30c8\u304c\u767a\u751f\u3057\u307e\u3059\u3002Samsung\u3068TSMC\u306e2025\u5e74\u5f8c\u534a\u307e\u3067\u306e2nm\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u306f\u3001\u96fb\u6d41\u5bc6\u5ea6\u3092\u7de9\u548c\u3059\u308b\u305f\u3081\u306e\u88cf\u9762\u96fb\u529b\u4f9b\u7d66\u306b\u7126\u70b9\u3092\u5f53\u3066\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>3. \u30bb\u30b0\u30e1\u30f3\u30c8\u5206\u6790<\/p>\n<p>3.1. \u88fd\u54c1\u30bf\u30a4\u30d7\u5225\uff1a\u7d71\u5408\u304c\u4fa1\u5024\u3092\u518d\u5b9a\u7fa9<\/p>\n<p>2024\u5e74\u306b\u306fCPU\u304c\u30d7\u30ed\u30bb\u30c3\u30b5\u30fc\u5e02\u5834\u30b7\u30a7\u30a2\u306e64.20%\u3092\u5360\u3081\u307e\u3057\u305f\u304c\u3001APU\u306e6.61%\u306eCAGR\u306f\u3001AI\u63a8\u8ad6\u3092\u30ed\u30fc\u30ab\u30eb\u3067\u51e6\u7406\u3059\u308b\u7d71\u5408\u3055\u308c\u305fCPU-GPU\u30d5\u30a1\u30d6\u30ea\u30c3\u30af\u3078\u306e\u9700\u8981\u3092\u5f37\u8abf\u3057\u3066\u3044\u307e\u3059\u3002APU\u306e\u30d7\u30ed\u30bb\u30c3\u30b5\u30fc\u5e02\u5834\u898f\u6a21\u306f\u3001\u30aa\u30f3\u30c1\u30c3\u30d7\u30b0\u30e9\u30d5\u30a3\u30c3\u30af\u30b9\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30b7\u30e7\u30f3\u3092\u5fc5\u8981\u3068\u3059\u308b\u30af\u30ea\u30a8\u30a4\u30bf\u30fc\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u306e\u5897\u52a0\u3068\u9023\u52d5\u3057\u3066\u62e1\u5927\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u30b9\u30de\u30fc\u30c8\u30d5\u30a9\u30f3SoC\u306f\u81ea\u52d5\u8eca\u304a\u3088\u3073IoT\u5206\u91ce\u306b\u5206\u5c90\u3057\u3001\u305d\u306e\u5bff\u547d\u4fa1\u5024\u3092\u5ef6\u3070\u3057\u3066\u3044\u307e\u3059\u3002\u30b9\u30de\u30fc\u30c8TV\u30d7\u30ed\u30bb\u30c3\u30b5\u30fc\u306f8K\u30b3\u30f3\u30c6\u30f3\u30c4\u3068AI\u30a2\u30c3\u30d7\u30b9\u30b1\u30fc\u30ea\u30f3\u30b0\u306e\u8ffd\u3044\u98a8\u306b\u4e57\u3063\u3066\u3044\u307e\u3059\u3002\u30bf\u30d6\u30ec\u30c3\u30c8\u306b\u5bfe\u3059\u308b\u30b3\u30e2\u30c7\u30a3\u30c6\u30a3\u5316\u5727\u529b\u306f\u3001\u96fb\u8a71\u30af\u30e9\u30b9\u306e\u30b7\u30ea\u30b3\u30f3\u304c\u6027\u80fd\u5dee\u3092\u7e2e\u3081\u308b\u306b\u3064\u308c\u3066\u6301\u7d9a\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>Apple\u306eM\u30b7\u30ea\u30fc\u30ba\u306f\u3001PCIe\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u3092\u89e3\u6d88\u3059\u308b\u5171\u6709\u30e1\u30e2\u30ea\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u3078\u306e\u79fb\u884c\u3092\u4f8b\u793a\u3057\u3066\u304a\u308a\u3001Intel\u306eCore Ultra\u306f48 TOPS\u306eNPU\u3092\u7d71\u5408\u3057\u3066AI PC\u306b\u304a\u3051\u308bx86\u306e\u95a2\u9023\u6027\u3092\u7dad\u6301\u3057\u3066\u3044\u307e\u3059\u3002\u30b9\u30de\u30fc\u30c8\u30a6\u30a9\u30c3\u30c1\u3001AR\/VR\u3001\u81ea\u52d5\u8eca\u306a\u3069\u306e\u7279\u6b8a\u30ab\u30c6\u30b4\u30ea\u306f\u3001\u5b89\u5168\u6027\u3068\u904b\u8ee2\u652f\u63f4\u306b\u95a2\u3059\u308b\u898f\u5236\u306e\u63a8\u9032\u306b\u3088\u308a\u30b7\u30a7\u30a2\u3092\u7372\u5f97\u3057\u3066\u3044\u307e\u3059\u3002ISO 26262\u306a\u3069\u306e\u8a8d\u8a3c\u7d4c\u8def\u306f\u958b\u767a\u671f\u9593\u3092\u6700\u592724\u30f6\u6708\u5ef6\u9577\u3057\u307e\u3059\u304c\u3001\u30d7\u30ec\u30df\u30a2\u30e0\u4fa1\u683c\u8a2d\u5b9a\u3068\u9ad8\u3044\u5229\u76ca\u7387\u7dad\u6301\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\u3002<\/p>\n<p>3.2. \u30de\u30a4\u30af\u30ed\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u5225\uff1a\u30aa\u30fc\u30d7\u30f3\u30b9\u30bf\u30f3\u30c0\u30fc\u30c9\u304c\u666e\u53ca<\/p>\n<p>x86\u306f2024\u5e74\u306b54.80%\u3092\u5360\u3081\u3001\u30d7\u30ed\u30bb\u30c3\u30b5\u30fc\u5e02\u5834\u3092\u4f9d\u7136\u3068\u3057\u3066\u652f\u914d\u3057\u3066\u3044\u307e\u3059\u304c\u3001ARM\u304a\u3088\u3073RISC-V\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u306f\u52b9\u7387\u6027\u3068\u30e9\u30a4\u30bb\u30f3\u30b9\u306e\u67d4\u8edf\u6027\u306b\u3088\u308a\u6210\u9577\u3057\u3066\u3044\u307e\u3059\u3002ARM\u30b3\u30a2\u306e\u30d7\u30ed\u30bb\u30c3\u30b5\u30fc\u5e02\u5834\u898f\u6a21\u306f\u3001\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u306e\u63a1\u7528\u304b\u3089\u6069\u6075\u3092\u53d7\u3051\u3066\u3044\u307e\u3059\u3002AWS Graviton4\u3068Google Axion\u306f\u3001\u540c\u7b49\u306ex86\u30a4\u30f3\u30b9\u30bf\u30f3\u30b9\u3068\u6bd4\u8f03\u3057\u3066\u6700\u592760%\u512a\u308c\u305f\u30a8\u30cd\u30eb\u30ae\u30fc\u52b9\u7387\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002Intel\u306eAMX\u62e1\u5f35\u6a5f\u80fd\u306f\u30ae\u30e3\u30c3\u30d7\u3092\u76f8\u6bba\u3059\u308b\u3053\u3068\u3092\u76ee\u6307\u3057\u3066\u3044\u307e\u3059\u304c\u30012\u5e74\u9593\u306e\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u6709\u52b9\u5316\u66f2\u7dda\u306b\u4f9d\u5b58\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>RISC-V\u306e6.81%\u306eCAGR\u306f\u30aa\u30fc\u30d7\u30f3\u6027\u306b\u57fa\u3065\u3044\u3066\u3044\u307e\u3059\u3002SiFive\u3068GlobalFoundries\u306f\u3001\u9ad8\u4fe1\u983c\u6027\u30b7\u30b9\u30c6\u30e0\u306b\u304a\u3051\u308bPower\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u306e\u30cb\u30c3\u30c1\u306b\u6311\u6226\u3059\u308b\u8eca\u8f09\u30b0\u30ec\u30fc\u30c9\u306e\u8a2d\u8a08\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u30c4\u30fc\u30eb\u30ae\u30e3\u30c3\u30d7\u304c\u4e3b\u6d41\u306e\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u30923\uff5e5\u5e74\u9045\u3089\u305b\u3066\u3044\u307e\u3059\u3002\u8f38\u51fa\u7ba1\u7406\u30d5\u30ea\u30fc\u306eIP\u3092\u512a\u9047\u3059\u308b\u898f\u5236\u306e\u5909\u66f4\u306f\u3001\u30d1\u30a4\u30ed\u30c3\u30c8\u5c55\u958b\u3092\u52a0\u901f\u3055\u305b\u3066\u304a\u308a\u30012028\u5e74\u4ee5\u964d\u306e\u5e02\u5834\u6d78\u900f\u306e\u6df1\u5316\u3092\u793a\u5506\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>3.3. \u88fd\u9020\u30ce\u30fc\u30c9\u5225\uff1a\u30d7\u30ec\u30df\u30a2\u30e0\u30ce\u30fc\u30c9\u304c\u6210\u9577\u3092\u727d\u5f15<\/p>\n<p>\u6210\u719f\u30ce\u30fc\u30c9\uff0810nm\u8d85\uff09\u306f2024\u5e74\u306e\u53ce\u76ca\u306e46.10%\u3092\u4f9d\u7136\u3068\u3057\u3066\u652f\u914d\u3057\u3066\u304a\u308a\u3001\u30b3\u30b9\u30c8\u306b\u654f\u611f\u306a\u81ea\u52d5\u8eca\u304a\u3088\u3073RF\u30c7\u30d0\u30a4\u30b9\u306b\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u304c\u3001AI\u5bc6\u5ea6\u306e\u9700\u8981\u304c\u9ad8\u307e\u308b\u306b\u3064\u308c\u3066\u30014nm\u4ee5\u4e0b\u306e\u30ce\u30fc\u30c9\u306f\u6700\u901f\u306e8.21%\u306eCAGR\u3092\u8a18\u9332\u3057\u3066\u3044\u307e\u3059\u3002\u30c8\u30e9\u30f3\u30b8\u30b9\u30bf\u306e\u5897\u52a0\u304c\u30de\u30b9\u30af\u30b3\u30b9\u30c8\u306e\u5897\u52a0\u3092\u4e0a\u56de\u308b\u305f\u3081\u3001\u5148\u9032\u30ce\u30fc\u30c9\u306e\u30d7\u30ed\u30bb\u30c3\u30b5\u30fc\u5e02\u5834\u898f\u6a21\u306f\u4e16\u4ee3\u3054\u3068\u306b\u4e0a\u6607\u3057\u3066\u3044\u307e\u3059\u3002\u30b5\u30d64nm\u30c1\u30c3\u30d7\u306f\u71b1\u9650\u754c\u3092200W\/cm\u00b2\u4ee5\u4e0a\u306b\u62bc\u3057\u4e0a\u3052\u3001\u6db2\u51b7\u3084\u9ad8\u5ea6\u306a\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u3092\u5f37\u5236\u3057\u3001\u30d1\u30c3\u30b1\u30fc\u30b8\u3042\u305f\u308a50\uff5e100\u7c73\u30c9\u30eb\u306e\u8ffd\u52a0\u30b3\u30b9\u30c8\u304c\u767a\u751f\u3057\u307e\u3059\u3002Samsung\u3068TSMC\u306e2025\u5e74\u5f8c\u534a\u307e\u3067\u306e2nm\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u306f\u3001\u96fb\u6d41\u5bc6\u5ea6\u3092\u7de9\u548c\u3059\u308b\u305f\u3081\u306e\u88cf\u9762\u96fb\u529b\u4f9b\u7d66\u306b\u7126\u70b9\u3092\u5f53\u3066\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u30df\u30c3\u30c9\u30ec\u30f3\u30b8\u30ce\u30fc\u30c9\uff085\uff5e6nm\uff09\u306f\u3001\u30b3\u30b9\u30c8\u3068\u52b9\u7387\u306e\u30d0\u30e9\u30f3\u30b9\u3092\u53d6\u308a\u306a\u304c\u3089\u3001\u30d7\u30ec\u30df\u30a2\u30e0\u30e2\u30d0\u30a4\u30eb\u304a\u3088\u3073PC\u30c7\u30d0\u30a4\u30b9\u306e\u4e3b\u6d41\u3068\u306a\u308a\u30017\uff5e10nm\u306f\u3001\u30ec\u30c1\u30af\u30eb\u30b3\u30b9\u30c8\u306e\u6025\u5897\u306a\u3057\u306b12nm\u304b\u3089\u79fb\u884c\u3059\u308b\u8a2d\u8a08\u8005\u306b\u3068\u3063\u3066\u306e\u6a4b\u6e21\u3057\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u30ab\u30ea\u30d5\u30a9\u30eb\u30cb\u30a2\u3068EU\u306e\u74b0\u5883\u898f\u5236\u306f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30b3\u30b9\u30c8\u3092\u5e74\u95933\uff5e5%\u4e0a\u6607\u3055\u305b\u3001\u4e00\u90e8\u306e\u751f\u7523\u91cf\u3092\u6392\u51fa\u4e0a\u9650\u304c\u7de9\u3044\u5730\u57df\u306b\u79fb\u884c\u3055\u305b\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>3.4. \u30a8\u30f3\u30c9\u30e6\u30fc\u30b9\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u5225\uff1a\u81ea\u52d5\u8eca\u5206\u91ce\u306e\u52e2\u3044\u304c\u5897\u3059<\/p>\n<p>2024\u5e74\u306b\u306f\u5bb6\u96fb\u88fd\u54c1\u304c\u53ce\u76ca\u306e38.50%\u3092\u5360\u3081\u307e\u3057\u305f\u304c\u3001\u81ea\u52d5\u8eca\u304a\u3088\u3073ADAS\u306b\u304a\u3051\u308b\u30d7\u30ed\u30bb\u30c3\u30b5\u30fc\u5e02\u5834\u898f\u6a21\u306f\u3001\u30ec\u30d9\u30eb3\u306e\u81ea\u5f8b\u8d70\u884c\u3078\u306e\u9053\u7b4b\u30677.82%\u306eCAGR\u3067\u6210\u9577\u3057\u3066\u3044\u307e\u3059\u3002Tesla\u306e165\u5104\u7c73\u30c9\u30eb\u306eSamsung\u3068\u306e\u5951\u7d04\u306f\u30012026\u5e74\u304b\u3089\u306e\u5b8c\u5168\u81ea\u52d5\u904b\u8ee2\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u306e\u5bb9\u91cf\u3092\u78ba\u4fdd\u3057\u3066\u3044\u307e\u3059\u3002\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306f\u3001AI\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u30ce\u30fc\u30c9\u306e\u62e1\u5927\u306b\u3088\u308a2\u756a\u76ee\u306b\u5927\u304d\u306a\u5e02\u5834\u3067\u3042\u308a\u7d9a\u3051\u3066\u3044\u307e\u3059\u304c\u3001\u5de5\u5834\u3084\u901a\u4fe1\u30b5\u30a4\u30c8\u3067\u306e\u30a8\u30c3\u30b8\u5c55\u958b\u306f\u3001\u63a8\u8ad6\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u3092\u5206\u6563\u3055\u305b\u308b\u3053\u3068\u3067\u305d\u306e\u5dee\u3092\u7e2e\u3081\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u7523\u696d\u7528IoT\u306f\u3001\u30c7\u30fc\u30bf\u3092\u30ed\u30fc\u30ab\u30eb\u3067\u51e6\u7406\u3057\u3001\u30d0\u30c3\u30af\u30db\u30fc\u30eb\u9045\u5ef6\u3092\u524a\u6e1b\u3059\u308b\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u30d7\u30ed\u30bb\u30c3\u30b5\u30fc\u306b\u79fb\u884c\u3057\u3066\u3044\u307e\u3059\u3002\u822a\u7a7a\u5b87\u5b99\u304a\u3088\u3073\u9632\u885b\u5206\u91ce\u3067\u306f\u3001ITAR\u304a\u3088\u3073DO-178C\u306b\u6e96\u62e0\u3059\u308b\u30d7\u30ed\u30bb\u30c3\u30b5\u30fc\u304c\u6c42\u3081\u3089\u308c\u3001\u8a2d\u8a08\u30b5\u30a4\u30af\u30eb\u306b12\uff5e18\u30f6\u6708\u3092\u8ffd\u52a0\u3057\u307e\u3059\u304c\u3001\u3088\u308a\u9ad8\u3044\u5e73\u5747\u8ca9\u58f2\u4fa1\u683c\uff08ASP\uff09\u3092\u4eab\u53d7\u3067\u304d\u307e\u3059\u3002\u30b2\u30fc\u30e0\u6a5f\u3068\u30af\u30e9\u30a6\u30c9\u30b2\u30fc\u30df\u30f3\u30b0\u306e\u30d0\u30c3\u30af\u30a8\u30f3\u30c9\u306f\u3001\u30ec\u30a4\u30c8\u30ec\u30fc\u30b7\u30f3\u30b0\u30b3\u30a2\u3068\u30b9\u30ab\u30e9\u30fc\u30a8\u30f3\u30b8\u30f3\u3092\u878d\u5408\u3057\u305f\u30e2\u30ce\u30ea\u30b7\u30c3\u30afAPU\u306e\u5bff\u547d\u3092\u5ef6\u3070\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>4. \u5730\u57df\u5206\u6790<\/p>\n<p>*   \u5317\u7c73: 2024\u5e74\u306b\u306f\u30d7\u30ed\u30bb\u30c3\u30b5\u30fc\u5e02\u5834\u30b7\u30a7\u30a2\u306e42.30%\u3092\u5360\u3081\u3001CHIPS\u6cd5\u306b\u3088\u308b\u8cc7\u91d1\u63d0\u4f9b\u3068\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u306e\u96c6\u4e2d\u304c\u8ca2\u732e\u3057\u3066\u3044\u307e\u3059\u3002TSMC\u30a2\u30ea\u30be\u30ca\u306e4nm\u30e9\u30a4\u30f3\u306f2025\u5e74\u521d\u982d\u306b\u91cf\u7523\u3092\u958b\u59cb\u3057\u3001Apple\u3068NVIDIA\u306b\u4f9b\u7d66\u3057\u3066\u3044\u307e\u3059\u3002Intel\u306f2029\u5e74\u307e\u3067\u306b\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u62e1\u5f35\u306b1,000\u5104\u7c73\u30c9\u30eb\u3092\u6295\u3058\u308b\u3053\u3068\u3092\u7d04\u675f\u3057\u307e\u3057\u305f\u3002\u4eba\u6750\u30ae\u30e3\u30c3\u30d7\u3068\u30d3\u30b6\u5236\u9650\u306f\u69cb\u9020\u7684\u306a\u969c\u5bb3\u3067\u3042\u308a\u3001\u4f01\u696d\u306f\u30a2\u30b8\u30a2\u304b\u3089\u5c02\u9580\u77e5\u8b58\u3092\u8f38\u5165\u305b\u3056\u308b\u3092\u5f97\u307e\u305b\u3093\u3002<br \/>\n*   \u30a2\u30b8\u30a2\u592a\u5e73\u6d0b: \u6700\u901f\u306e8.60%\u306eCAGR\u3092\u8a18\u9332\u3057\u3066\u304a\u308a\u3001\u4e2d\u56fd\u306e\u56fd\u7523\u8a2d\u8a08\u3068\u30a4\u30f3\u30c9\u306e100\u5104\u7c73\u30c9\u30eb\u306e\u30a4\u30f3\u30bb\u30f3\u30c6\u30a3\u30d6\u304c\u5730\u57df\u306e\u81ea\u7d66\u81ea\u8db3\u4f53\u5236\u3092\u69cb\u7bc9\u3057\u3066\u3044\u307e\u3059\u3002\u65e5\u672c\u306eTSMC-JASM\u30d5\u30a1\u30d6\u3068\u97d3\u56fd\u306eSystem Semiconductor Vision 2030\u306f\u3001\u4e16\u754c\u306e\u751f\u7523\u3092\u6771\u65b9\u306b\u3055\u3089\u306b\u50be\u3051\u3066\u3044\u307e\u3059\u3002\u8f38\u51fa\u898f\u5236\u306f\u4e2d\u56fd\u4f01\u696d\u3078\u306e\u30cf\u30a4\u30a8\u30f3\u30c9EDA\u30d5\u30ed\u30fc\u3092\u5236\u9650\u3057\u3066\u304a\u308a\u3001\u56fd\u5185\u8a2d\u8a08\u306b\u304a\u3051\u308bRISC-V\u306e\u63a1\u7528\u3092\u4fc3\u9032\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u6b27\u5dde: 430\u5104\u30e6\u30fc\u30ed\u306eChips Act\u3092\u901a\u3058\u3066\u6210\u9577\u3092\u7dad\u6301\u3057\u3066\u304a\u308a\u3001GlobalFoundries\u306e\u30c9\u30ec\u30b9\u30c7\u30f3\u62e1\u5f35\u3068Intel\u306e\u30de\u30b0\u30c7\u30d6\u30eb\u30af\u30d5\u30a1\u30d6\u3092\u652f\u63f4\u3057\u3066\u3044\u307e\u3059\u3002\u81ea\u52d5\u8eca\u7528\u30d7\u30ed\u30bb\u30c3\u30b5\u30fc\u306f\u5927\u9678\u306e\u4e3b\u8981\u306a\u9700\u8981\u3092\u5f62\u6210\u3057\u3001\u5805\u7262\u306aTier-1\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u3068\u9023\u643a\u3057\u3066\u3044\u307e\u3059\u3002\u74b0\u5883\u304a\u3088\u3073GDPR\u898f\u5236\u306f\u3001\u9ad8\u3044\u4eba\u4ef6\u8cbb\u306b\u3082\u304b\u304b\u308f\u3089\u305a\u3001OEM\u3092\u5730\u57df\u306b\u4f4d\u7f6e\u3059\u308b\u30d5\u30a1\u30d6\u3078\u3068\u8a98\u5c0e\u3057\u3066\u3044\u307e\u3059\u3002\u4e2d\u6771\u304a\u3088\u3073\u30a2\u30d5\u30ea\u30ab\u306f\u3001\u30bd\u30d6\u30ea\u30f3\u6295\u8cc7\u30d5\u30a1\u30f3\u30c9\u3092\u4f7f\u7528\u3057\u3066\u7d44\u307f\u7acb\u3066\u304a\u3088\u3073\u30c6\u30b9\u30c8\u30bb\u30b0\u30e1\u30f3\u30c8\u306b\u53c2\u5165\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u9ad8\u5ea6\u306a\u88fd\u9020\u306f\u307e\u3060\u521d\u671f\u6bb5\u968e\u3067\u3059\u3002<\/p>\n<p>5. \u7af6\u4e89\u74b0\u5883<\/p>\n<p>\u30d7\u30ed\u30bb\u30c3\u30b5\u30fc\u5e02\u5834\u306b\u304a\u3051\u308b\u7af6\u4e89\u306f\u3001\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u9769\u65b0\u3001\u5782\u76f4\u7d71\u5408\u3001\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u30ea\u30fc\u30c0\u30fc\u30b7\u30c3\u30d7\u306e3\u3064\u306e\u30d9\u30af\u30c8\u30eb\u306b\u96c6\u4e2d\u3057\u3066\u3044\u307e\u3059\u3002Intel\u306e\u9045\u5ef6\u306fAMD\u304a\u3088\u3073ARM\u30d9\u30fc\u30b9\u306e\u30d9\u30f3\u30c0\u30fc\u306b\u30b7\u30a7\u30a2\u62e1\u5927\u306e\u6a5f\u4f1a\u3092\u4e0e\u3048\u3001NVIDIA\u306eGrace Hopper\u306fCPU\u3068GPU\u3092\u5358\u4e00\u30e2\u30b8\u30e5\u30fc\u30eb\u306b\u7d71\u5408\u3057\u3001AI\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u306e\u512a\u4f4d\u6027\u3092\u78ba\u7acb\u3057\u3066\u3044\u307e\u3059\u30025,000\u4e07\u500b\u4ee5\u4e0a\u306e\u81ea\u793e\u88fd\u30c1\u30c3\u30d7\u3092\u5c55\u958b\u3057\u305f\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u306f\u3001\u73fe\u5728\u3001\u547d\u4ee4\u30bb\u30c3\u30c8\u306e\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u3068\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u306e\u5bb9\u91cf\u4e88\u7d04\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>Qualcomm\u306e24\u5104\u7c73\u30c9\u30eb\u306eAlphawave Semi\u8cb7\u53ce\u306f\u3001\u9ad8\u901f\u76f8\u4e92\u63a5\u7d9aIP\u3092\u62e1\u5927\u3057\u3001\u30c1\u30c3\u30d7\u30ec\u30c3\u30c8\u6642\u4ee3\u306e\u7d71\u5408\u3078\u306e\u79fb\u884c\u3092\u5f37\u8abf\u3057\u3066\u3044\u307e\u3059\u3002GlobalFoundries\u306eMIPS\u8cb7\u53ce\u8a08\u753b\u306f\u3001\u30a8\u30c3\u30b8\u304a\u3088\u3073\u81ea\u5f8b\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u5411\u3051\u306e\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u53ef\u80fd\u306aRISC-V IP\u3092\u8ffd\u52a0\u3057\u307e\u3059\u3002\u6226\u7565\u306f\u3001\u30b7\u30ea\u30b3\u30f3\u3001\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u3001\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30b9\u30bf\u30c3\u30af\u3092\u6240\u6709\u3057\u3001\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u4fa1\u5024\u3092\u56fa\u5b9a\u3059\u308b\u3053\u3068\u306b\u53ce\u675f\u3057\u3066\u3044\u307e\u3059\u3002\u5927\u898f\u6a21\u306a\u53d6\u5f15\u306b\u5bfe\u3059\u308bFTC\u306e\u76e3\u8996\u306f\u898f\u5236\u4e0a\u306e\u30aa\u30fc\u30d0\u30fc\u30d8\u30c3\u30c9\u3092\u751f\u307f\u51fa\u3057\u307e\u3059\u304c\u3001\u30d9\u30f3\u30c0\u30fc\u306f\u7d71\u5408\u3092\u6570\u5341\u5104\u30c9\u30eb\u898f\u6a21\u306e\u30ce\u30fc\u30c9\u79fb\u884c\u3092\u8cc7\u91d1\u8abf\u9054\u3059\u308b\u305f\u3081\u306b\u4e0d\u53ef\u6b20\u3067\u3042\u308b\u3068\u8a8d\u8b58\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u30a8\u30c3\u30b8AI ASIC\u3001\u8eca\u8f09\u30b0\u30ec\u30fc\u30c9HPC\u3001\u30dd\u30b9\u30c8\u91cf\u5b50\u6697\u53f7\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf\u30fc\u306b\u306f\u3001\u4f9d\u7136\u3068\u3057\u3066\u30db\u30ef\u30a4\u30c8\u30b9\u30da\u30fc\u30b9\u306e\u6a5f\u4f1a\u304c\u5b58\u5728\u3057\u307e\u3059\u3002\u30c8\u30e9\u30f3\u30b8\u30b9\u30bf\u306e\u30b9\u30b1\u30fc\u30ea\u30f3\u30b0\u3060\u3051\u3067\u306f\u9650\u754c\u304c\u3042\u308b\u305f\u3081\u3001\u6df1\u3044\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u3068\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u306e\u30ce\u30a6\u30cf\u30a6\u3092\u6301\u3064\u30d9\u30f3\u30c0\u30fc\u304c\u512a\u4f4d\u6027\u3092\u7372\u5f97\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>5.1. \u4e3b\u8981\u4f01\u696d<\/p>\n<p>*   Advanced Micro Devices Inc. (AMD)<br \/>\n*   Intel Corporation<br \/>\n*   Qualcomm Technologies Inc.<br \/>\n*   Apple Inc.<br \/>\n*   NVIDIA Corporation<\/p>\n<p>5.2. \u6700\u8fd1\u306e\u696d\u754c\u52d5\u5411\uff082025\u5e74\uff09<\/p>\n<p>*   2025\u5e749\u6708: Qualcomm\u306f\u3001\u30af\u30e9\u30a6\u30c9AI\u30d7\u30ed\u30bb\u30c3\u30b5\u30fc\u5411\u3051\u306e\u9ad8\u901f\u63a5\u7d9aIP\u3092\u78ba\u4fdd\u3059\u308b\u305f\u3081\u3001Alphawave Semi\u309224\u5104\u7c73\u30c9\u30eb\u3067\u8cb7\u53ce\u3059\u308b\u3053\u3068\u306b\u5408\u610f\u3057\u3001\u5782\u76f4\u30b9\u30bf\u30c3\u30af\u3092\u5f37\u5316\u3057\u307e\u3057\u305f\u3002<br \/>\n*   2025\u5e748\u6708: TSMC\u306f\u3001\u30ce\u30fc\u30c9\u30ea\u30fc\u30c0\u30fc\u30b7\u30c3\u30d7\u3092\u78ba\u4fdd\u3057\u3001\u6025\u5897\u3059\u308bAI\u9700\u8981\u306b\u5bfe\u5fdc\u3059\u308b\u305f\u3081\u30012025\u5e74\u306b8\u3064\u306e\u30d5\u30a1\u30d6\u3068\u9ad8\u5ea6\u306a\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u5de5\u5834\u3092\u5efa\u8a2d\u3059\u308b\u305f\u3081\u306b380\u5104\uff5e420\u5104\u7c73\u30c9\u30eb\u306e\u8a2d\u5099\u6295\u8cc7\u3092\u767a\u8868\u3057\u307e\u3057\u305f\u3002<br \/>\n*   2025\u5e747\u6708: Tesla\u306f\u3001AI6\u30d7\u30ed\u30bb\u30c3\u30b5\u30fc\u3092\u88fd\u9020\u3059\u308b\u305f\u3081\u3001Samsung\u3068165\u5104\u7c73\u30c9\u30eb\u306e\u30c1\u30c3\u30d7\u4f9b\u7d66\u5951\u7d04\u3092\u7de0\u7d50\u3057\u30012026\u5e74\u304b\u30892033\u5e74\u307e\u3067\u306e\u5b8c\u5168\u81ea\u52d5\u904b\u8ee2\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u306e\u5bb9\u91cf\u3092\u78ba\u4fdd\u3057\u307e\u3057\u305f\u3002<br \/>\n*   2025\u5e747\u6708: GlobalFoundries\u306fMIPS\u306e\u8cb7\u53ce\u306b\u5408\u610f\u3057\u3001\u30a8\u30c3\u30b8\u304a\u3088\u3073\u8eca\u8f09\u30e6\u30fc\u30b9\u30b1\u30fc\u30b9\u5411\u3051\u306e\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u53ef\u80fd\u306aRISC-V IP\u3092\u62e1\u5927\u3057\u307e\u3057\u305f\u3002\u8cb7\u53ce\u306f2025\u5e74\u4e0b\u534a\u671f\u306b\u5b8c\u4e86\u3059\u308b\u4e88\u5b9a\u3067\u3059\u3002<\/p>\n<p>\u672c\u30ec\u30dd\u30fc\u30c8\u306f\u3001\u30b0\u30ed\u30fc\u30d0\u30eb\u30d7\u30ed\u30bb\u30c3\u30b5\u5e02\u5834\u306b\u95a2\u3059\u308b\u5305\u62ec\u7684\u306a\u5206\u6790\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002\u30d7\u30ed\u30bb\u30c3\u30b5\u306f\u3001\u30b3\u30f3\u30d4\u30e5\u30fc\u30bf\u30fc\u306e\u52d5\u4f5c\u306b\u5fc5\u8981\u306a\u6f14\u7b97\u3001\u8ad6\u7406\u3001I\/O\u3001\u305d\u306e\u4ed6\u306e\u57fa\u672c\u7684\u306a\u547d\u4ee4\u3092\u5b9f\u884c\u3059\u308b\u96c6\u7a4d\u56de\u8def\u3068\u5b9a\u7fa9\u3055\u308c\u3066\u304a\u308a\u3001\u672c\u8abf\u67fb\u3067\u306f\u305d\u306e\u5e02\u5834\u306e\u4eee\u5b9a\u3001\u7bc4\u56f2\u3001\u8abf\u67fb\u65b9\u6cd5\u304c\u660e\u78ba\u306b\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u5e02\u5834\u898f\u6a21\u306f2025\u5e74\u306b1,327.3\u5104\u7c73\u30c9\u30eb\u306e\u898f\u6a21\u306b\u9054\u3057\u30012025\u5e74\u304b\u30892030\u5e74\u306b\u304b\u3051\u3066\u5e74\u5e73\u5747\u6210\u9577\u7387\uff08CAGR\uff095.38%\u3067\u7740\u5b9f\u306b\u6210\u9577\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u7279\u306b\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u5730\u57df\u306f8.60%\u306eCAGR\u3067\u6700\u3082\u901f\u3044\u6210\u9577\u304c\u898b\u8fbc\u307e\u308c\u3066\u304a\u308a\u3001\u5e02\u5834\u5168\u4f53\u306e\u727d\u5f15\u5f79\u3068\u306a\u308b\u3067\u3057\u3087\u3046\u3002<\/p>\n<p>\u5e02\u5834\u306e\u4e3b\u306a\u63a8\u9032\u8981\u56e0\u3068\u3057\u3066\u306f\u3001\u30b9\u30de\u30fc\u30c8\u30d5\u30a9\u30f3\u306e\u666e\u53ca\u62e1\u5927\u3001\u30af\u30e9\u30a6\u30c9\u3001AI\u3001\u30d3\u30c3\u30b0\u30c7\u30fc\u30bf\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u306e\u63a1\u7528\u5897\u52a0\u3001\u30a8\u30c3\u30b8\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u5c55\u958b\u306e\u62e1\u5927\u304c\u6319\u3052\u3089\u308c\u307e\u3059\u3002\u3055\u3089\u306b\u3001\u534a\u5c0e\u4f53\u751f\u7523\u80fd\u529b\u306b\u5bfe\u3059\u308b\u653f\u5e9c\u306e\u30a4\u30f3\u30bb\u30f3\u30c6\u30a3\u30d6\u3001AI\u6700\u9069\u5316\u3055\u308c\u305f\u547d\u4ee4\u30bb\u30c3\u30c8\u62e1\u5f35\uff08\u4f8b\uff1aIntel\u306eAMX\u3001Arm\u306eSVE2\u306a\u3069\uff09\u3001\u30c1\u30c3\u30d7\u30ec\u30c3\u30c8\u30d9\u30fc\u30b9\u306e\u30d8\u30c6\u30ed\u30b8\u30cb\u30a2\u30b9\u7d71\u5408\u306b\u3088\u308b\u30b3\u30b9\u30c8\u524a\u6e1b\u3082\u6210\u9577\u3092\u5f8c\u62bc\u3057\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u4e00\u65b9\u3001\u5e02\u5834\u306e\u963b\u5bb3\u8981\u56e0\u306b\u306f\u3001\u5148\u7aef\u30ce\u30fc\u30c9\u8a2d\u8a08\u306b\u304a\u3051\u308b\u5c02\u9580\u4eba\u6750\u306e\u4e0d\u8db3\u3001EDA\uff08\u96fb\u5b50\u8a2d\u8a08\u81ea\u52d5\u5316\uff09\u30c4\u30fc\u30eb\u3084IP\uff08\u77e5\u7684\u8ca1\u7523\uff09\u306b\u5bfe\u3059\u308b\u5730\u653f\u5b66\u7684\u306a\u8f38\u51fa\u898f\u5236\u30013nm\u4ee5\u4e0b\u306e\u5fae\u7d30\u5316\u30ce\u30fc\u30c9\u306b\u304a\u3051\u308b\u71b1\u8a2d\u8a08\u306e\u9650\u754c\u3001\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u5168\u4f53\u3067\u306e\u6392\u51fa\u91cf\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30b3\u30b9\u30c8\u306e\u5897\u52a0\u306a\u3069\u3001\u591a\u5c90\u306b\u308f\u305f\u308b\u8ab2\u984c\u304c\u5b58\u5728\u3057\u307e\u3059\u3002\u307e\u305f\u3001\u30de\u30af\u30ed\u7d4c\u6e08\u8981\u56e0\u3084\u898f\u5236\u74b0\u5883\u3001\u6280\u8853\u52d5\u5411\u3001\u696d\u754c\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u5206\u6790\u3001\u30dd\u30fc\u30bf\u30fc\u306e\u30d5\u30a1\u30a4\u30d6\u30d5\u30a9\u30fc\u30b9\u5206\u6790\u3082\u5e02\u5834\u306e\u5168\u4f53\u50cf\u3092\u628a\u63e1\u3059\u308b\u305f\u3081\u306b\u8a73\u7d30\u306b\u691c\u8a0e\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u672c\u30ec\u30dd\u30fc\u30c8\u3067\u306f\u3001\u5e02\u5834\u3092\u4ee5\u4e0b\u306e\u4e3b\u8981\u306a\u30bb\u30b0\u30e1\u30f3\u30c8\u306b\u5206\u3051\u3066\u8a73\u7d30\u306b\u5206\u6790\u3057\u3001\u5c06\u6765\u306e\u6210\u9577\u4e88\u6e2c\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u88fd\u54c1\u30bf\u30a4\u30d7\u5225: CPU\uff08\u30c7\u30b9\u30af\u30c8\u30c3\u30d7\u304a\u3088\u3073\u30e9\u30c3\u30d7\u30c8\u30c3\u30d7\u5411\u3051\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3001\u30b5\u30fc\u30d0\u30fc\u5411\u3051\uff09\u3001APU\uff08\u30b9\u30de\u30fc\u30c8\u30d5\u30a9\u30f3\u3001\u30bf\u30d6\u30ec\u30c3\u30c8\u3001\u30b9\u30de\u30fc\u30c8\u30c6\u30ec\u30d3\u3001\u30b9\u30de\u30fc\u30c8\u30b9\u30d4\u30fc\u30ab\u30fc\u5411\u3051\uff09\u3001\u305d\u306e\u4ed6\uff08\u30b9\u30de\u30fc\u30c8\u30a6\u30a9\u30c3\u30c1\u3001\u30ce\u30fc\u30c8\u30d6\u30c3\u30af\u3001AR\/VR\u3001\u8eca\u8f09\u30b7\u30b9\u30c6\u30e0\u306a\u3069\uff09\u304c\u542b\u307e\u308c\u307e\u3059\u3002<br \/>\n*   \u30de\u30a4\u30af\u30ed\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u5225: x86\u3001Arm\u3001RISC-V\u3001Power\u304c\u5bfe\u8c61\u3067\u3059\u3002RISC-V\u306f\u3001\u30aa\u30fc\u30d7\u30f3\u3067\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u53ef\u80fd\u306aIP\u3078\u306e\u95a2\u5fc3\u3092\u53cd\u6620\u3057\u30016.81%\u306eCAGR\u3067\u6700\u3082\u5f37\u3044\u6210\u9577\u3092\u793a\u3059\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u88fd\u9020\u30ce\u30fc\u30c9\u5225: 10nm\u8d85\u30017-10nm\u30015-6nm\u30014nm\u4ee5\u4e0b\u3068\u3044\u3063\u305f\u5fae\u7d30\u5316\u6280\u8853\u306e\u9032\u5c55\u306b\u57fa\u3065\u3044\u305f\u5206\u985e\u3067\u3059\u3002<br \/>\n*   \u6700\u7d42\u7528\u9014\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u5225: \u6d88\u8cbb\u8005\u5411\u3051\u96fb\u5b50\u6a5f\u5668\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u304a\u3088\u3073\u30af\u30e9\u30a6\u30c9\u3001\u7523\u696d\u7528\u304a\u3088\u3073IoT\u30a8\u30c3\u30b8\u3001\u81ea\u52d5\u8eca\u304a\u3088\u3073ADAS\uff08\u5148\u9032\u904b\u8ee2\u652f\u63f4\u30b7\u30b9\u30c6\u30e0\uff09\u3001\u822a\u7a7a\u5b87\u5b99\u304a\u3088\u3073\u9632\u885b\u3068\u3044\u3063\u305f\u5e45\u5e83\u3044\u5206\u91ce\u304c\u5bfe\u8c61\u3067\u3059\u3002\u81ea\u52d5\u8eca\u304a\u3088\u3073ADAS\u30d7\u30ed\u30bb\u30c3\u30b5\u306f\u30012030\u5e74\u307e\u3067\u306b7.82%\u306eCAGR\u3067\u6700\u3082\u6025\u901f\u306b\u62e1\u5927\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u5730\u57df\u5225: \u5317\u7c73\uff08\u7c73\u56fd\u3001\u30ab\u30ca\u30c0\u3001\u30e1\u30ad\u30b7\u30b3\uff09\u3001\u5357\u7c73\uff08\u30d6\u30e9\u30b8\u30eb\u3001\u30a2\u30eb\u30bc\u30f3\u30c1\u30f3\u306a\u3069\uff09\u3001\u30e8\u30fc\u30ed\u30c3\u30d1\uff08\u30c9\u30a4\u30c4\u3001\u82f1\u56fd\u3001\u30d5\u30e9\u30f3\u30b9\u306a\u3069\uff09\u3001\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\uff08\u4e2d\u56fd\u3001\u65e5\u672c\u3001\u30a4\u30f3\u30c9\u3001\u97d3\u56fd\u3001\u6771\u5357\u30a2\u30b8\u30a2\u306a\u3069\uff09\u3001\u4e2d\u6771\u304a\u3088\u3073\u30a2\u30d5\u30ea\u30ab\uff08\u30b5\u30a6\u30b8\u30a2\u30e9\u30d3\u30a2\u3001UAE\u3001\u5357\u30a2\u30d5\u30ea\u30ab\u306a\u3069\uff09\u3068\u3044\u3063\u305f\u8a73\u7d30\u306a\u5730\u7406\u7684\u533a\u5206\u3067\u5206\u6790\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u307e\u305f\u3001\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\uff08\u5927\u898f\u6a21\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u4e8b\u696d\u8005\uff09\u304c\u6027\u80fd\u5bfe\u4fa1\u683c\u6bd4\u306e\u5411\u4e0a\u3068\u30c7\u30fc\u30bf\u4e3b\u6a29\u306e\u8981\u4ef6\u306b\u5408\u81f4\u3055\u305b\u308b\u305f\u3081\u3001\u81ea\u793e\u30c1\u30c3\u30d7\u3092\u8a2d\u8a08\u3059\u308b\u50be\u5411\u304c\u9855\u8457\u3067\u3042\u308a\u3001\u3053\u308c\u306b\u3088\u308a450\u5104\u7c73\u30c9\u30eb\u306e\u5185\u90e8\u5e02\u5834\u304c\u5275\u51fa\u3055\u308c\u3066\u3044\u308b\u70b9\u3082\u7279\u7b46\u3059\u3079\u304d\u3067\u3059\u3002<\/p>\n<p>\u7af6\u4e89\u74b0\u5883\u306b\u3064\u3044\u3066\u306f\u3001\u5e02\u5834\u96c6\u4e2d\u5ea6\u3001\u4e3b\u8981\u4f01\u696d\u306e\u6226\u7565\u7684\u52d5\u5411\u3001\u5e02\u5834\u30b7\u30a7\u30a2\u5206\u6790\u304c\u8a73\u7d30\u306b\u8a18\u8ff0\u3055\u308c\u3066\u3044\u307e\u3059\u3002Advanced Micro Devices Inc. (AMD)\u3001Intel Corporation\u3001Qualcomm Technologies Inc.\u3001Apple Inc.\u3001NVIDIA Corporation\u3001MediaTek Inc.\u3001Samsung Electronics Co. Ltd.\u3001Huawei Technologies Co. Ltd. (HiSilicon)\u306a\u3069\u3001\u30b0\u30ed\u30fc\u30d0\u30eb\u30ec\u30d9\u30eb\u3067\u306e\u6982\u8981\u3001\u5e02\u5834\u30ec\u30d9\u30eb\u3067\u306e\u6982\u8981\u3001\u4e3b\u8981\u30bb\u30b0\u30e1\u30f3\u30c8\u3001\u8ca1\u52d9\u60c5\u5831\u3001\u5e02\u5834\u30e9\u30f3\u30af\/\u30b7\u30a7\u30a2\u3001\u88fd\u54c1\u3068\u30b5\u30fc\u30d3\u30b9\u3001\u6700\u8fd1\u306e\u52d5\u5411\u3092\u542b\u308020\u793e\u306e\u4e3b\u8981\u4f01\u696d\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u304c\u63d0\u4f9b\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u3055\u3089\u306b\u3001\u672c\u30ec\u30dd\u30fc\u30c8\u3067\u306f\u3001\u5e02\u5834\u6a5f\u4f1a\u3068\u5c06\u6765\u306e\u5c55\u671b\u3068\u3057\u3066\u3001\u30db\u30ef\u30a4\u30c8\u30b9\u30da\u30fc\u30b9\u304a\u3088\u3073\u672a\u5145\u8db3\u30cb\u30fc\u30ba\u306e\u8a55\u4fa1\u3082\u542b\u307e\u308c\u3066\u304a\u308a\u3001\u5e02\u5834\u306e\u6f5c\u5728\u7684\u306a\u6210\u9577\u9818\u57df\u3068\u4eca\u5f8c\u306e\u65b9\u5411\u6027\u304c\u793a\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/posts\/104142"}],"collection":[{"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/comments?post=104142"}],"version-history":[{"count":1,"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/posts\/104142\/revisions"}],"predecessor-version":[{"id":104145,"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/posts\/104142\/revisions\/104145"}],"wp:attachment":[{"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/media?parent=104142"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/categories?post=104142"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/tags?post=104142"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}