In 2023,the market size and proportion of Application Specific Integrated Circuits(ASICs)reached historic highs,with strong momentum for sustained growth.Focusing on the demand for ASICs,this paper analyzes the market size and distribution of ASICs from the aspects of revenue,proportion,and development differentiation in segmented application fields.The main driving forces for the rise of ASICs are summarized from the aspects of termi-nal demand,energy constraints,supply chain,and prices.Several trends in the development of ASICs are proposed:the new round of semiconductor upward cycle will drive the proportion of ASICs to exceed half for the first time,with Domain Specific Architectures,open source processor Instruction Set Architectures,and Chiplet becoming the main technological driving forces for the growth of the semiconductor industry.The"long-term General Purpose ends in Application Specific"of semiconductor products will drive the"long-term division ends in integration"of the industry model.
application specific integrated circuitsartificial intelligenceASICs
NETL
NSTL
万方数据
