预计到2021年，随着嵌入式处理器和计算机CPU的增长将带动整体微处理器销量的增长

    IC Insights对其发布的2020 McClean报告做了年中更新，根据更新数据显示，预计今年全球微处理器总销量将增长1.4%，达到约793亿美元，而2019年的总销量减少2.4%，这是10来年首次MPU市场销量减少。年中预测还显示，如果全球新冠病毒疫苗成功研制及多数地区的卫生健康危机得到缓解的话，2021年全球MPU的销量将增长8.8%，达到约863亿美元，并创年度新高。

    根据年中更新预测，2020年微处理器市场按终端类别进行划分，如下图：



    2020年MPU应用销量预计达793亿美元。
    传统PC、服务器、大型机采用的x86 CPU占49%；
    手机应用类MPU占26%（包括基于ARM和x86处理器）；
    嵌入式MPU占21%，其中通讯类占9.4%，计算机及周边类占1.9%，工业/医疗类占5.8%，消费类占2.4%，车用类占1.1%，其他类占0.5%；
    平板电脑MPU占3%（包括基于ARM和x86处理器）；
    其他计算机类CPU 占1%（包括基于ARM和其他RISC处理器）；

    在全球新冠病毒疫情期间，网络应用增加带动了传统PC业务，平板电脑，服务器，超级计算机以及其他所有类型的计算机中的中央处理器（CPU）的销量。IC Insights预测，今年这部分微控制器市场的销量将增长2.2%，达到417亿美元，占整个MPU市场的52%。传统PC，服务器和大型计算机的MPU基本采用由Intel和AMD供货的X86架构，这部分销量约占今年全球MPU销量的49%（386亿美元）。平板触摸电脑中的MPU（主要是基于ARM的片上系统SoC处理器）预计将占今年MPU总销量的3%（23亿美元），采用其他非X86架构内核的计算机CPU微处理器，预计将占总量的1%（7.5亿美元）

     今年，采用英国ARM公司授权RISC内核技术的手机微处理器，预计将占MPU总收入的26％。由于受新冠病毒疫情的影响，智能手机微处理器销量将减少3%，至209亿美元。但是，随着智能手机尤其是第五代（5G）手机的需求增长，预计手机微处理器将在今年第四季度有所改善。

    IC Insights预测，今年嵌入式处理系统将占MPU销量的21％，包括车用（客车，卡车和公共汽车），数据网络和通信设备，工业和医疗系统以及消费类产品。 今年嵌入式处理器部分将增长5.0％，达到167亿美元。




原文如下：

    Sales expected to strengthen in 2021 with embedded processors and computer CPUs leading the growth

    Total microprocessor sales are forecast to grow 1.4% in 2020 to nearly $79.3 billion, following a 2.4% decline in 2019, which was the first revenue drop in the worldwide MPU market in 10 years, according to data released in IC Insights’ Mid-Year Update to the 2020 McClean Report.   The mid-year forecast shows total MPU sales strengthening with an 8.8% increase in 2021 to reach a new record high annual level of about $86.3 billion, under the assumption that vaccines become available for the Covid-19 virus and the health crisis diminishes in most regional markets next year.


    Figure 1 divides the 2020 microprocessor market by end-equipment categories, based on the Mid-Year Update forecast.

    Within the microprocessor market, sales of central processing units (CPUs) used in traditional PCs, tablets, servers, supercomputers, and all other types of computers are benefitting from increased Internet usage during the global Covid-19 virus health crisis.  IC Insights expects sales in this segment to rise 2.2% to $41.7 billion this year and account for 52% of the total MPU market.  About 49% of total MPU sales this year ($38.6 billion) are expected to be generated by microprocessors built with the x86 architecture and sold by Intel and rival Advanced Micro Devices for traditional PCs, servers, and large computers.  MPUs in touchscreen tablet computers—most of which are ARM-based system-on-chip (SoC) processors—are expected to account for 3% of total MPU sales in 2020 ($2.3 billion), while computer CPU microprocessors made with architectures other than x86-based cores are forecast to be 1% of the total ($750 million).

    Cellphone application processors—nearly all built with RISC-computing cores and technology licensed from ARM in the U.K.—are expected to account for 26% of total MPU revenue in 2020.  On account of the economic fallout from the deadly coronavirus pandemic, sales of application processors for smartphones are expected to decline 3% to $20.9 billion this year. However, smartphones sales are expected to gradually improve in 4Q20, especially with demand growing for fifth-generation (5G) handsets.

    IC Insights forecasts that 21% of MPU sales this year will be generated by MPUs used in embedded-processing systems including automotive applications (passenger cars, trucks, and buses), data networking and communications equipment, industrial and medical systems, and consumer products.  The embedded-processor portion of the MPU market is expected to climb 5.0% to $16.7 billion in 2020.