市场预计超70亿美元，四项技术颠覆物联网MCU市场

Core Insights - The global MCU spending is projected to reach $23.2 billion in 2024, with a compound annual growth rate (CAGR) of 3.9%, reaching $29.4 billion by 2030, driven by the rapid expansion of global connectivity technologies [1][6] - The IoT MCU market is expected to recover in 2025, with a projected revenue growth of 1.8% year-on-year, despite a 9% decline in 2024 due to supply chain inventory adjustments [6][7] - The market for IoT MCUs is anticipated to grow at a CAGR of approximately 6.3%, reaching $7.32 billion by 2030 [6] Market Dynamics - The demand for IoT MCUs is driven by the release of delayed automation upgrade needs, particularly in the industrial IoT sector, which is expected to see accelerated growth in 2025 [7] - The LPWAN projects are significantly boosting the demand for IoT MCUs, with nearly 1.3 billion LPWAN IoT connections expected to grow at a CAGR of 26% by 2027 [8] - The shift of AI processing to the edge is positioning MCUs as core components in IoT devices, enhancing local data processing capabilities and reducing reliance on cloud infrastructure [9][10] Technological Trends - The rise of RISC-V architecture is becoming a strategic necessity, particularly in China, which is promoting its widespread adoption to reduce dependency on Western technologies [12] - Energy efficiency is becoming a core design principle for MCUs, with advanced power management features being integrated to support long-lasting battery-powered IoT deployments [13] - Edge AI capabilities are being directly embedded into MCUs, transforming them into intelligent decision-making centers [15] Regional Insights - The IoT MCU market is shifting its geographical focus towards Asia, with China being a major growth driver due to significant investments in energy infrastructure projects [11] Security Considerations - The increasing scale of IoT deployments necessitates the integration of security MCUs and hardware root of trust solutions to protect sensitive data and ensure data integrity [17]