上市企业：寒武纪[688256]、芯原股份[688521] 相关企业：上海赛昉科技有限公司、中茵微电子(南京)有限公司、平头哥半导体有限公司、芯耀辉科技 股份有限公司 内容概要：随着人工智能、大数据等前沿技术的进一步普及，以及芯片自主可控带来的发展机遇，国内 半导体IP市场规模快速增长，为推进高水平科技自立自强做出"芯"贡献。2024年我国半导体IP市场规模 增长至147.03亿元。其中，处理器IP占49.53%；接口IP占26.66%；物理IP占15.79%；数字IP占8.02%。 预计2025年我国半导体IP市场规模将增长至186.34亿元。其中，处理器IP约占49.34%；接口IP约占 27.15%；物理IP约占15.53%；数字IP约占7.98%。国内集成电路产业正处于快速扩张期，智能手机、物 联网终端、新能源汽车等终端产品的持续放量，直接带动芯片设计需求攀升，进而为本土半导体IP提供 商带来了稳定且庞大的市场空间。 关键词：半导体IP行业发展历程、半导体IP市场规模、半导体IP市场竞争格局、半导体IP行业发展趋势 一、半导体IP行业定义及分类 半导体IP（Intellectual Property， ...

Core Insights - The explosive growth of artificial intelligence since 2020 has significantly driven the development of the semiconductor industry, particularly through the need for advanced interconnect protocols to optimize performance [1][3]. Market Growth and Projections - The interface IP market is expected to grow by 23.5% in 2024, reaching $2.365 billion, with a projected annual growth rate of around 20% from 2024 to 2029 [3][10]. - Despite a decline in the semiconductor market in 2023, the interface IP market still saw a growth of 17% [3]. - The share of interface IP in the overall IP market has increased from 18% in 2017 to 28% in 2023, with expectations to rise to 38% by 2024 [3][10]. Key Protocols and Their Growth - The majority of growth in the interface IP market is anticipated to come from three categories: PCIe, memory controllers (DDR), and Ethernet/SerDes, with five-year compound annual growth rates (CAGR) of 17%, 17%, and 21% respectively [10]. - The top five protocols are projected to grow from $2.2 billion in 2024 to $4.9 billion by 2029, maintaining a CAGR of 17% [10]. Company Performance and Market Share - In 2024, the design IP revenue is expected to reach $8.5 billion, marking a 20% increase, with wired interfaces being the primary growth driver [13][15]. - The top four IP companies (ARM, Synopsys, Cadence, and Alphawave) are projected to capture 75% of the market share in 2024, with growth rates exceeding the overall market [13][15]. - ARM's market share is expected to decrease from 48.1% in 2016 to 43.5% in 2024, while Synopsys is projected to increase its share from 13.1% to 22.5% [16][17]. Strategic Shifts and Future Trends - A significant strategic shift is anticipated in the next decade, with IP suppliers focusing on multi-product strategies and promoting ASICs, ASSPs, and chiplets based on leading IP [11]. - Companies like Credo and Rambus have already begun to generate substantial revenue from ASSPs, with measurable results from chiplets expected by 2026 [11]. Summary of Key Players - Synopsys is expected to lead the IP licensing revenue market with a 32% share in 2024, followed closely by ARM at 30% [21]. - Alphawave has rapidly grown to rank fourth in the market, highlighting the importance of high-performance SerDes IP for modern data center applications [23].

Core Insights - The semiconductor IP industry is a critical value node in the integrated circuit industry, serving as a core driver for chip design and a foundational element for artificial intelligence and high-performance computing [1][2] - China's semiconductor IP industry has seen rapid growth, but the self-sufficiency rate remains below 10%, indicating significant room for development [3][4] Industry Overview - The global semiconductor IP market is projected to reach $8.49 billion in 2024, with a year-on-year growth of 20.2%, marking a historical high [3] - The semiconductor IP market is currently dominated by international firms, with the top three companies (ARM, Synopsys, Cadence) holding a combined market share of 70% [3][4] Market Dynamics - The semiconductor IP sector is experiencing explosive growth due to the rise of AI and the need for innovative chip architectures, with the IP market's share in the integrated circuit sales being less than 2% [2][3] - The interface IP market is expanding rapidly, increasing from approximately 20% in 2020 to 30% by 2024, driven by the demand for data exchange between processors in AI applications [5] Technological Advancements - The industry is undergoing a dual transformation driven by technological innovation and market changes, with new processes and chiplet technology providing new opportunities for domestic semiconductor IP firms [4][5] - Interface IP is becoming increasingly critical as AI and high-performance computing fields grow, making it a key growth engine for the semiconductor IP market [5][6] Ecosystem Development - Domestic semiconductor IP companies are shifting from single product competition to ecosystem competition, emphasizing the need to build an integrated "IP-chip-application" ecosystem [6][7] - Collaboration among domestic and international entities is essential for the success of the semiconductor IP industry, with a focus on technology openness and resource sharing [6][7]