Microcontroller Market Monitor

© 2021

From Technologies to Markets

Sample

Microcontroller Market Monitor

2021 Q2 Automotive Feature

Edition

2

Biographie & contact

Microcontroller Quarterly Market Monitor | Q2 2021 | Sample | www.yole.fr | © 2021

ABOUT THE AUTHOR

Tom Hackenberg

As Principal Analyst for Computing and Software in the Semiconductor, Memory and Computing Division at Yole Développement (Yole), Tom is

engaged in developing processor market monitors and research into related technology trends.

Tom is an industry leading expert reporting on markets for semiconductor processors including CPUs, MPUs, MCUs and DSPs, SoCs, GPUs and

discrete accelerators, FPGAs and configurable processors since 2006. Tom is also well-versed in related technology trends including AI and edge

computing, IoT, heterogeneous processing, chiplets, as well as vertical markets like Automotive, Computing and Telecommunications where processor

trends play a significant role.

Tom worked with market-leading processor suppliers developing both syndicated and custom research. He holds a BSEE/BSECE from the University

of Texas at Austin specializing in Processors and FPGAs.

Contact:[email protected]

http://www.yole.fr/

mailto:[email protected]

TABLE OF CONTENTS

MCU MARKET OVERVIEW 3

▪ Executive Summary 4

▪ Introduction 8

▪ Methodology 10

▪ Definitions and Assumptions 11

MARKET SIZE AND FORECASTS 17

▪ Overall Market Summary 18

▪ Automotive (Featured Discussion) 27

▪ Mobility Featured Discussion 41

▪ Other Markets 53

▪ Consumer 53

▪ Personal Data Processing 57

▪ Smartcard & Secure MCU 61

▪ Enterprise Data Processing 66

▪ Telecommunications Infrastructure 70

▪ Defense and Aerospace 74

▪ Medical 78

▪ Industrial and Other 82

REGIONAL MCU BOOKINGS 87

▪ By MCU Class 88 - 94

DESIGN TRENDS 95

▪ Embedded Memory Density 98

▪ Voltage and Frequency 100

▪ Primary Function 102

▪ Technology Ecosystem 104

COMPETITIVE LANDSCAPE 107

▪ Top 10 Rankings 108

▪ Overall MCU Companies 109

▪ 4/8/16-bit Class 110

▪ 32-bit Class 111

▪ High-Reliability Class 112

▪ Multimarket Class 113

▪ Secure MCU Class 114

▪ Top 5 in Rankings 115

▪ By MCU Market 115-124

MCU DESIGNER PROFILES 125

▪ Ranked MCU Designer Profile 126

▪ 1st Rank Profile 127

▪ 2nd Rank Profile 129

▪ 3rd Rank Profile 131

▪ 4th Rank Profile 133







MCU PRODUCTION 147

▪ Process and Wafer Production 148

▪ Foundry MCU Capex 153

▪ MCU Fabrication 155

▪ Composite of IDM Production 156

▪ Foundry Unit Production 157

▪ Foundry Wafer Production 158

http://www.yole.fr/

Microcontroller Quarterly Market Monitor | Q2 2021 | Sample | www.yole.fr | © 2021 4

Welcome to the Premier of Yole Développement’s Microcontroller Monitor, this is the 2021 Q2 Edition. This service is a presentation of the market for microcontrollers comprised of a data rich quantitative Excel database and this qualitative and visual view of that data in the over 150 pages of this report.

For your convenience, this page briefly summarizes top level data from the monitor followed by a few graphic overviews to visualize the market.

• 2020 – Microcontroller Global Market Revenue: $XX billion USD

• 2026 – Microcontroller Global Market Revenue: $XX billion USD

• 2020 to 2026 Revenue CAGR is XX %

• 2020 – Microcontroller Global Market Shipments: XX billion units

• 2026 – Microcontroller Global Market Shipments: XX billion units

• 2020 to 2026 Unit Shipment CAGR is XX %

• 2020 to 2026 Average Selling Price CAGR is XX %

• 2020 – 4/8/16 bit market share XX %, 32-bit share XX %

• 2026 – 4/8/16 bit market share XX %, 32-bit share XX %

• 2020 – Top 5 MCU Markets by Revenue Share: Market 1 XX % Market 2 XX %, Market 3 XX %, Market 4 XX % Market 5 XX %

• 2026 – Top 5 MCU Markets by Revenue Share: Market 1 XX % Market 2 XX %, Market 3 XX %, Market 4 XX % Market 5 XX %

• 2020 – Top 5 MCU Designers by Revenue Share: Company A XX %, Company B XX %, Company C XX %, Company D XX % Company E XX %

EXECUTIVE SUMMARY

http://www.yole.fr/


2019 2020 2021 2022 2023 2024 2025 2026

Overall MCU Market Revenue Forecast $(M) with 2020 to 2026 CAGR of X.X%

Total MCU Revenue

EXECUTIVE SUMMARY

2019 2020 2021 2022 2023 2024 2025 2026

Overall MCU Market Shipment Forecast (M) with 2020 to 2026 CAGR of X.X%

Total MCU Shipments

Reve

nue $

(M)

USD

Ship

ments

(M

) U

nits

http://www.yole.fr/


2020 Bit Class Revenue Share

4/8/16-bit 32-bit

EXECUTIVE SUMMARY

2020 Leading Market Revenue Share

Market 1 Market 2 Market 3 Market 4 Market 5 Market 6

2026 Bit Class Revenue Share

4/8/16-bit 32-bit

2026 Leading Market Revenue Share

Market 1 Market 2 Market 3 Market 4 Market 5 Market 6

As the MCU market grows from $XXB in 2020 to $XXB in 2026, performance design trends align with performance market growth

XX% XX% XX%

XX%

XX%

XX%

XX%

XX%

XX%

XX%

XX%

XX%

XX%

XX%

XX%

XX%

http://www.yole.fr/


EXECUTIVE SUMMARY

Company ACompany B

Company C

Company E

Company D Company F Company G

Company H

Company I

Company J

Rest of Market

Autre

2019 Top Ten Overall MCU Rev Share

Company ACompany B

Company C

Company D

Company E

Company F Company G

Company H

Company I

Company J

Rest of Market

Autre

2020 Top Ten Overall MCU Rev Share

In 2020, the $XXB MCU market is dominated by the top 5 designers which supply over 80% of the MCU Market

XX%

XX%

XX%

XX%XX%

XX%

XX%XX%

XX%

XX%

XX%

XX%

XX%

XX%

XX%

XX%XX%

XX%

XX%XX%

XX%

XX%

XX%

XX%

http://www.yole.fr/


INTRODUCTION

Welcome

Introducing the Microcontroller Monitor Tracker from Yole Développement. This is the 2021 Q2 Edition and the premier edition of this service. The goal of this service is to provide a comprehensive supply chain view of the microcontroller (MCU) market by providing the essential data enabling well-informed actionable decisions for all participants in the microcontroller value chain.

About this Monitor

The scope of this report includes quarterly data from the prior, current and next year forecast. It provides annual data from the prior two years, current year and next five-year forecast for key market metrics including MCU Class, Market, and Applications in terms of Revenue, Shipments and Average Selling Price.

It also provides key value chain characteristics including design attributes, list of suppliers, market leaders and shares, leader profiles. It provides manufacturing data and the relationship of MCU process node, manufacturing share, and wafer starts.

Before diving into the rich data presented in the accompanying database, please allow us to present some background for your convenience. This introductory section will provide some context of the research and define some of the terms and classifications to better understand the value of the data presented.

Following the definitions, there will be a discussion of some of the current key trends in the overall market. Then the report will provide more depth into classes and markets. We’ll delve into the design features. We’ll present the competitive landscape with details on the leading MCU suppliers. We will then round out the monitor report with a discussion of the relationship between the MCU landscape and Integrated Design Manufacturers (IDM) and Foundry services.

Featured Content

Each edition of the monitor will provide an expanded discussion of one or more markets or trends to provide even greater depth of understanding of MCUs in that scope. This edition features an in-depth look at the closely related markets of Automotive and Mobility.

http://www.yole.fr/


This monitor will provide quarterly updates. With each update, the report will present a featured topic for detailed and in-depth analysis of the important trends in the context of the featured presentation.

This edition, Q2, of the Microcontroller Monitor features and in-depth look at the applications in Automotive and Mobility, with highly related market trends.

In our next edition, Q3, we will review the highly evolving trend for Smartcards and Secure MCUs in the context of their strong relationship with Personal Data Processing.

In Q4, the plan is to go more in-depth on the wide variety of Consumer products discussing ‘smart’ products, the strategy of optimizing time-to-market, point-of-sale pricing, brand identification and other Consumer trends.

Each Edition will also provide updates that highlight any significant changes that have been made and what assumptions or risks may have led to the update.

Analyst Access

Subscribers of this service are encouraged to contact the author with questions or discussions of the data presented in the monitor, requests for upcoming featured topics, or any recommendations on the content or structure of the monitor.

INTRODUCTION

http://www.yole.fr/


INTRODUCTION

Methodology

This Monitor Service is the culmination of over a decade’s research specifically on the microcontroller market. It is an integral part of Yole Développement’s portfolio of highly insightful and technically thorough Semiconductor and Software Division building on the web of semiconductor knowledge. The diagram below shows the quality control standards for production. It is important to also understand that we target between 15 and 30 interviews per quarter to maintain firsthand knowledge with MCU supply chain participants to keep the topics presented fresh and relevant for our subscribers.

http://www.yole.fr/


Definitions and TreatmentsMicrocontroller (MCU) – A highly cost, power, and area optimized processor for use in very resource constrained systems. The primary characteristics distinguishing a microcontroller from other processors are: the presence of on-chip memory, the presence of a variety or application specific input/output interconnects, the ability to load a program onto bootable read-only or nonvolatile memory (usually integrated in the MCU) and allow that program to run beginning at power on without the need of an operating system. Microcontrollers are frequently recognizable because their cores are named or labelled as controller cores, having a simpler integrated development environment to program and a more limited instruction set as compared to microprocessors, system-on-chip and more application specific processors and coprocessors. Advanced MCUs can have attributes of higher performing processors such as multiple cores, integrated coprocessing cores and subsystems, but these are rarer and still target highly constrained systems. Besides being very capable of operating in constrained applications, the verifiability and durability of these basic processors can make them more desirable even for applications that have fewer constraints and require more performance.

4/8/16-bit and 32-bit Class – a description of the maximum size of a piece of data that can be transferred or operated on in a clock cycle. It can limit the data coming into or leaving the processor per clock cycle and limit the size of operation that can be worked in a clock cycle. Blocks of data too large may have to be broken down into smaller blocks leading to inefficiencies, so the choices of hardware and software for an application are typically correlated. This means the higher the bit-class the better suited for more complex mathematical equations and larger memory addressing. This greater versatility often comes at the cost of energy, area and price, but the differences in characteristics between these two classes has narrowed substantially in recent years. So far there has been insufficient interest in increasing MCU complexity to 64-bit.

INTRODUCTION

Images Courtesy of Components 101

https://components101.com/article/difference-between-8-bit-16-bit-and-32-

bit-microcontrollers

http://www.yole.fr/


Definitions and Treatments

High-Reliability Class – The high-reliability design class is an affiliation between the characteristics of a specific group of processors and the business line of the processor designer. The characteristics of high-reliability are resistance to errors and breakdowns due to heat, vibration, electromagnetic interference, prolonged use, exposure to radiation and similar strengths. It is usually achieved by careful design, improved packaging, and cherry picking the highest validations from the manufacturing lots. Historically, these processors may have been and may still be referred to as automotive grade, military spec, rad hardened, and various other application related names. It is significant to the MCU Monitor because many MCU designers build costly manufacturing and business line strategies around optimizing these characteristics in order to win lucrative contracts for these pricier application-specific MCUs that also happen to supply long life cycle equipment.

Secure MCU Class – At the exact opposite end of the spectrum from High-Reliability is the Secure MCU Class which is also and affiliation between the characteristics of a specific group of processor and the business line of the processor designer. In this case, the Secure MCU Class is targeting s highly disposable device market with very stripped-down versions of an MCU. That is not to say that the MCU is poor quality, but it has a smaller instruction set, small memory footprint, a small count of specific I/O and almost no packaging. The market that uses this highly cost optimized MCU are smartcards including SIM, bankcard, ID cards and even some embedded applications. The companies that participate in this market quite often have very specific manufacturing processes that differ from other classes of MCU just to service this very simple, yet high volume market. It has fewer barriers to entry and is very attractive for startups. The expertise behind the crypto engine that is functionally the application the entire MCU is optimized for, is also being drawn on for more embedded secure elements. This is likely to be a strong migration as the smartcard market wains.

INTRODUCTION

Images Courtesy of DigiKey

https://digikey.com

http://www.yole.fr/



Multimarket Class – Where the business lines in High-Reliability and Secure MCU Classes have aligned with very application-specific specialized manufacturing strategies. The multimarket class is designed to fit the needs of a wide variety of applications. It includes both general purpose MCUs where the same product may be used across multiple markets and application-specific MCUs where the manufacturing strategy is more common, but the MCU featured characteristics have been optimized to be attractive for specific applications. The majority of MCUs fall in this class.

Market – The report is divided into ten vertical markets (defined later). Market is an arbitrary term to collect groups of dissimilar products into smaller, more manageable and actionable groups. Markets are typically chosen by a grouping of end-equipment that share some commonality that influences the entire supply chain. It influences sales outlets, OEM groups, design strategies and even manufacturing. These markets can further be subdivided by applications which is a further refinement of commonality.

Class relationship to market – It is unrealistic to try to track every product line and chip produced by specific classes and characteristics, so models are made and validated to best represent the trends characterizing the market. One of those model features is to treat specific applications as mostly targeted by specific MCU Classes such as Automotive Powertrain application as being a market demanding High-Reliability MCUs. The model holds mostly true but there are going to be exceptions where for whatever reason, an equipment manufacturer may choose a design that does not adhere to the model. In the end, the exceptions do not invalidate the points that the data are presenting because the outliers tend to average out.

The graphs on the next page are provided as a visual aid to express the common relationship between Classes, Markets and Applications for Microcontrollers with the respective market shares intact.

INTRODUCTION

Image Courtesy of Infineon

https://infineon.com

http://www.yole.fr/


INTRODUCTION TO MCU CLASS, MARKET & APPLICATION STRUCTURE

Graphic Depiction of 2020 MCU Revenue Structures*

* See associated Excel database for complete legible list of structures

http://www.yole.fr/


INTRODUCTION


Markets

http://www.yole.fr/


INTRODUCTION


Markets

http://www.yole.fr/


GENERAL MARKET OVERVIEW

Major Market Trends

Covid 19 – Pandemic impacts the global economy.

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velitesse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id estlaborum.

Supply chain disruption – Not really an automotive semiconductor shortage




Pricing – New pricing growth trends.


http://www.yole.fr/



Major Market Trends

AI – Not just for cars and data centers

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velitesse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id estlaborum..

Electrification and Intelligence –Automotive leads market growth for MCUs

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velitesse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id estlaborum..


RISC V – Mainly custom for now.


http://www.yole.fr/



General Market Trends

Hybrid MCUs – Classifying processors is not an exact science.

Performance Trends – 32-bit to grow even more dominant.

High-reliability & Secure MCU Classes

General Market Forecast Overview

The following section offers a graphical quantitative overview of these general class and market trends. Specific detailed market trends follow.

http://www.yole.fr/


Overall Quarterly Rev $(M) USD

High Reliability MCU Multimarket MCU Secure MCU

OVERALL MARKET SUMMARY

2019 2020 2021 2022 2023 2024 2025 2026

Overall Annual Rev $(M) USD


Overall Quarterly Shpmt (M) Units


2019 2020 2021 2022 2023 2024 2025 2026

Overall Annual Shpmt (M) Units


2020 to 2026 CAGR X.X%

2020 to 2026 CAGR X.X%

Q/Q X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% Y/Y X.X% X.X% X.X% X.X% X.X% X.X% X.X%

Y/Y X.X% X.X% X.X% X.X% X.X% X.X% X.X% Q/Q X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X%

http://www.yole.fr/

23

Contact our

Sales Team

for more

information

Neuromorphic Computing and Sensing 2021

Processor Quarterly MarketMonitor

Artificial Intelligence Computingfor Automotive 2020

Microcontroller Quarterly Market Monitor | Q2 2021 | Sample | www.yole.fr | © 2021

YOLE GROUP OF COMPANIES RELATED REPORTS

Yole Développement

http://www.yole.fr/

https://www.i-micronews.com/products/neuromorphic-computing-and-sensing-2021/?pk_campaign=r_MCU_August2021&pk_medium=relatedreports_Sample

https://www.i-micronews.com/products/application-processor-quarterly-market-monitor/?pk_campaign=r_MCU_August2021&pk_medium=relatedreports_Sample

https://www.i-micronews.com/products/neuromorphic-computing-and-sensing-2021/?pk_campaign=r_MCU_August2021&pk_medium=relatedreports_Sample

https://www.i-micronews.com/products/artificial-intelligence-computing-for-automotive-2020/?pk_campaign=r_MCU_August2021&pk_medium=relatedreports_Sample

https://www.i-micronews.com/products/application-processor-quarterly-market-monitor/?pk_campaign=r_MCU_August2021&pk_medium=relatedreports_Sample

https://www.i-micronews.com/products/artificial-intelligence-computing-for-automotive-2020/?pk_campaign=r_MCU_August2021&pk_medium=relatedreports_Sample

24

Yole Group of Companies, including Yole Développement,

System Plus Consulting and PISEO, are pleased to provide

you a glimpse of our accumulated knowledge.

We invite you to share our data with your own network,

within your presentations, press releases, dedicated

articles and more, but you first need approval from Yole

Public Relations department.

If you are interested, feel free to contact us right now!

We will also be more than happy to give you updated data

and appropriate formats.

Your contact: Sandrine Leroy, Dir. Public Relations

Email: [email protected]

HOW TO USE OUR DATA?

About Yole Développement | www.yole.fr | ©2021

http://www.yole.fr/

mailto:[email protected]?subject=I%20want%20to%20use%20webcast%20data

25About Yole Développement | www.yole.fr | ©2020

CONTACTS

Western US & Canada

Steve Laferriere - [email protected]

+ 1 310 600 8267

Eastern US & Canada

Chris Youman - [email protected]

+1 919 607 9839

Europe and RoW

Lizzie Levenez - [email protected]

+49 151 23 54 41 82

DACH (North Germany, Austria, Switzerland)

Neha CHAUDHURY - [email protected]

+49 172 97 47 248

Benelux, UK & Scandinavia

Marine Wybranietz - [email protected]

+49 69 96 21 76 78

South Germany & France

Martine Komono - [email protected]

+49 173 69 43 31

India and RoA

Takashi Onozawa - [email protected]

+81 80 4371 4887

Greater China

Mavis Wang - [email protected]

+886 979 336 809 +86 136 6156 6824

Korea

Peter Ok - [email protected]

+82 10 4089 0233

Japan

Miho Ohtake - [email protected]

+81 34 4059 204

Toru Hosaka – [email protected]

+81 90 1775 3866

Japan and Singapore

Itsuyo Oshiba - [email protected]

+81 80 3577 3042

FINANCIAL SERVICES

› Jean-Christophe Eloy - [email protected]

+33 4 72 83 01 80

› Ivan Donaldson - [email protected]

+1 208 850 3914

CUSTOM PROJECT SERVICES

› Jérome Azémar, Yole Développement -

[email protected] - +33 6 27 68 69 33

› Julie Coulon, System Plus Consulting -

[email protected] - +33 2 72 17 89 85

GENERAL

› Sandrine Leroy, Public Relations

[email protected] - +33 4 72 83 01 89

› General inquiries: [email protected] - +33 4 72 83 01 80

REPORTS, MONITORS & TRACKS

Follow us on

About Yole Développement | www.yole.fr | ©2021

http://www.yole.fr/



















https://twitter.com/yole_dev

https://www.linkedin.com/company/yole-d-veloppement

https://fr.slideshare.net/Yole_Developpement

https://www.facebook.com/pages/category/Consulting-Agency/Yole-D%C3%A9veloppement-532261576952457/

Documents

Microcontroller Market Monitor