Table of Content


1 INTRODUCTION 13
1.1 STUDY OBJECTIVES 13
1.2 DEFINITION 13
1.3 STUDY SCOPE 14
1.3.1 MARKETS COVERED 14
1.3.2 GEOGRAPHIC SCOPE 14
1.3.3 YEARS CONSIDERED 15
1.4 CURRENCY 15
1.5 LIMITATIONS 15
1.6 STAKEHOLDERS 15

2 RESEARCH METHODOLOGY 16
2.1 RESEARCH DATA 16
2.1.1 SECONDARY DATA 18
2.1.1.1 Secondary sources 18
2.1.2 PRIMARY DATA 19
2.1.2.1 Primary sources 19
2.1.2.2 Key industry insights 20
2.1.2.3 Breakdown of primary interviews 20
2.1.3 SECONDARY AND PRIMARY RESEARCH 21
2.2 MARKET SIZE ESTIMATION 21
2.2.1 BOTTOM-UP APPROACH 22
2.2.1.1 Approach for capturing market size by bottom-up
analysis (demand side) 22
2.2.2 TOP-DOWN APPROACH 23
2.2.2.1 Approach for capturing market share by top-down
analysis (supply side) 23
2.3 DATA TRIANGULATION 24
2.4 ASSUMPTIONS 25

3 EXECUTIVE SUMMARY 26

4 PREMIUM INSIGHTS 30
4.1 VPU MARKET OPPORTUNITIES 30
4.2 VPU MARKET FOR SMARTPHONES, BY REGION 30
4.3 VPU MARKET, BY VERTICAL AND REGION 31
4.4 COUNTRY-WISE SNAPSHOT OF VPU MARKET 32
4.5 VPU MARKET IN APAC, BY COUNTRY 32
?

5 MARKET OVERVIEW 33
5.1 INTRODUCTION 33
5.2 MARKET DYNAMICS 33
5.2.1 DRIVERS 34
5.2.1.1 Increasing adoption of premium smartphones 34
5.2.1.2 Growing adoption of edge AI 34
5.2.1.3 Rising demand for high-end computing capabilities for computer
and machine vision 35
5.2.2 RESTRAINTS 35
5.2.2.1 Availability of CPUs and GPUs with high capabilities 35
5.2.3 OPPORTUNITIES 35
5.2.3.1 Emergence of autonomous cars 35
5.2.3.2 High requirement of machine vision in industrial applications 36
5.2.4 CHALLENGES 36
5.2.4.1 Technological challenges in chip development and manufacturing 36
5.3 VALUE CHAIN ANALYSIS 36

6 VPU MARKET, BY END-USE APPLICATION 38
6.1 INTRODUCTION 39
6.2 SMARTPHONES 41
6.2.1 SMARTPHONES TO DOMINATE VPU MARKET DURING FORECAST PERIOD 41
6.3 ADAS 42
6.3.1 EMERGENCE OF SEMI-AUTONOMOUS AND AUTONOMOUS VEHICLES
DRIVES VPU MARKET FOR ADAS 42
6.4 CAMERA 44
6.4.1 VPU-BASED CAMERAS GAINING TRACTION IN SURVEILLANCE APPLICATIONS 44
6.5 DRONES 46
6.5.1 INCREASING USAGE OF DRONES FOR SAFETY, SECURITY, AND TRACKING APPLICATIONS WITH VISION ANALYSIS TO DEMAND VPU INTEGRATION 46
6.6 AR/VR PRODUCTS 48
6.6.1 VPU MARKET FOR AR/VR TO GROW AT HIGHEST CAGR DURING
FORECAST PERIOD 48

7 VPU MARKET, BY VERTICAL 49
7.1 INTRODUCTION 50
7.2 CONSUMER ELECTRONICS 51
7.2.1 CONSUMER ELECTRONICS SECTOR TO DOMINATE VPU MARKET 51
7.3 AUTOMOTIVE 52
7.3.1 INCREASING REQUIREMENT OF MACHINE VISION FOR AUTONOMOUS ACTIVITIES TO FUEL MARKET FOR AUTOMOTIVE SECTOR 52
7.4 SECURITY AND SURVEILLANCE 52
7.4.1 SECURITY AND SURVEILLANCE TO BE FAST-GROWING SEGMENT
IN VPU MARKET DURING FORECAST PERIOD 52
7.5 OTHERS 53

8 VPU MARKET, BY FABRICATION PROCESS 54
8.1 INTRODUCTION 55
8.2 ?16 NM NODE 56
8.2.1 ?16 NM TECHNOLOGY NODE TO GAIN TRACTION IN NEAR FUTURE OWING
TO BENEFITS PERTAINING TO PERFORMANCE, SCALING, AND POWER CONSUMPTION 56
8.3 >16–28 NM NODE 57
8.3.1 >16–28 NM TECHNOLOGY NODE TO HOLD LARGER SHARE OWING TO
ITS WIDE USAGE ACROSS DIFFERENT APPLICATIONS 57

9 GEOGRAPHIC ANALYSIS 59
9.1 INTRODUCTION 60
9.2 NORTH AMERICA 63
9.2.1 US 65
9.2.1.1 US held largest size of VPU market in North America 65
9.2.2 CANADA 66
9.2.2.1 Canada holds significant growth opportunities for VPU players
in North America 66
9.2.3 MEXICO 66
9.2.3.1 Increasing demand for consumer electronics products to
contribute to VPU market in Mexico in coming years 66
9.3 EUROPE 67
9.3.1 GERMANY 69
9.3.1.1 Germany holds largest share of European VPU market 69
9.3.2 FRANCE 69
9.3.2.1 High adoption of AI-enabled products to drive VPU market
in France in coming years 69
9.3.3 ITALY 69
9.3.3.1 Market in Italy to grow at high CAGR during forecast period 69
9.3.4 UK 70
9.3.4.1 Surveillance applications to drive VPU market in UK 70
9.3.5 REST OF EUROPE 70
9.4 APAC 71
9.4.1 CHINA 73
9.4.1.1 China holds largest share of VPU market in APAC 73
9.4.2 JAPAN 73
9.4.2.1 Increasing initiatives for commercialization of autonomous cars and rising need for surveillance solutions drive market in Japan 73
9.4.3 SOUTH KOREA 74
9.4.3.1 Presence of major consumer electronics manufacturers in South Korea drives demand for VPU 74
9.4.4 REST OF APAC 74
?
9.5 ROW 74
9.5.1 SOUTH AMERICA 76
9.5.1.1 Growing economy and increasing demand for consumer
electronics to contribute to market growth in South America 76
9.5.2 MIDDLE EAST AND AFRICA 76
9.5.2.1 Growing investments in economic developments in
Middle East and Africa likely to drive the market in this region 76

10 COMPETITIVE LANDSCAPE 77
10.1 OVERVIEW 77
10.2 RANKING ANALYSIS 79
10.3 COMPETITIVE SCENARIO 80
10.3.1 PRODUCT DEVELOPMENTS/LAUNCHES 80
10.3.2 PARTNERSHIPS/AGREEMENTS/COLLABORATIONS 81
10.3.3 ACQUISITIONS 82
10.3.4 INVESTMENTS/EXPANSIONS 82
10.4 COMPETITIVE LEADERSHIP MAPPING 83
10.4.1 VISIONARY LEADERS 83
10.4.2 DYNAMIC DIFFERENTIATORS 83
10.4.3 INNOVATORS 83
10.4.4 EMERGING COMPANIES 83

11 COMPANY PROFILES 85
(Business overview, Products and services, Recent Developments, SWOT analysis, MNM view)*
11.1 KEY PLAYERS 85
11.1.1 SAMSUNG 85
11.1.2 MOVIDIUS 88
11.1.3 NXP SEMICONDUCTOR 91
11.1.4 CADENCE 94
11.1.5 CEVA 97
11.1.6 MEDIATEK 101
11.1.7 GOOGLE 103
11.1.8 HISILICON TECHNOLOGIES (HUAWEI) 105
11.1.9 INUITIVE 107
11.1.10 LATTICE SEMICONDUCTOR 109
11.1.11 SYNOPSYS 111
11.1.12 VERISILICON 114
11.2 OTHER KEY COMPANIES 116
11.2.1 IMAGINATION TECHNOLOGIES 116
11.2.2 VIDEANTIS 116
11.2.3 MORPHO 116
11.2.4 SOCIONEXT 117
11.2.5 THIN CI 117
11.2.6 NEURALA 117
11.2.7 NEXTCHIP 118
11.2.8 TEXAS INSTRUMENTS 118
*Details on Business overview, Products and services, Recent Developments, SWOT analysis, MNM view might not be captured in case of unlisted companies.

12 APPENDIX 119
12.1 INSIGHTS FROM INDUSTRY EXPERTS 119
12.2 DISCUSSION GUIDE 120
12.3 KNOWLEDGE STORE: MARKETSANDMARKETS’ SUBSCRIPTION PORTAL 122
12.4 AVAILABLE CUSTOMIZATIONS 124
12.5 RELATED REPORT 124
12.6 AUTHOR DETAILS 125



List of Figures




FIGURE 1 VPU MARKET SEGMENTATION 14
FIGURE 2 RESEARCH FLOW 16
FIGURE 3 VPU MARKET: RESEARCH DESIGN 17
FIGURE 4 BOTTOM-UP APPROACH 22
FIGURE 5 TOP-DOWN APPROACH 23
FIGURE 6 DATA TRIANGULATION 24
FIGURE 7 SMARTPHONES TO HOLD LARGEST SIZE OF VPU MARKET, IN TERMS OF VOLUME, DURING FORECAST PERIOD 26
FIGURE 8 CONSUMER ELECTRONICS TO HOLD LARGEST SIZE OF VPU MARKET, IN TERMS
OF VALUE, DURING FORECAST PERIOD 27
FIGURE 9 >16–28 NM NODE TO ACCOUNT FOR LARGET SIZE OF VPU MARKET, IN TERMS
OF VOLUME, DURING FORECAST PERIOD 28
FIGURE 10 NORTH AMERICA TO HOLD LARGEST SIZE OF VPU MARKET FOR CAMERAS IN TERMS OF VALUE, DURING FORECAST PERIOD 28
FIGURE 11 VPU MARKET IN APAC, IN TERMS OF VALUE, TO GROW AT HIGHEST CAGR DURING FORECAST PERIOD 29
FIGURE 12 VPU MARKET PLAYERS TO WITNESS ATTRACTIVE GROWTH OPPORTUNITIES DURING FORECAST PERIOD 30
FIGURE 13 NORTH AMERICA TO HOLD LARGEST SIZE OF VPU MARKET FOR SMARTPHONES IN TERMS OF VALUE, BY 2019 30
FIGURE 14 CONSUMER ELECTRONICS AND NORTH AMERICA WERE LARGEST SHAREHOLDERS IN VPU MARKET, IN TERMS OF VALUE, IN 2018 31
FIGURE 15 VPU MARKET IN CHINA, IN TERMS OF VALUE, TO GROW AT HIGHEST CAGR DURING FORECAST PERIOD 32
FIGURE 16 CHINA TO REGISTER HIGHEST CAGR IN VPU MARKET IN APAC, IN TERMS OF VALUE, DURING FORECAST PERIOD 32
FIGURE 17 GROWING ADOPTION OF EDGE AI AND PREMIUM SMARTPHONES DRIVES VPU MARKET GROWTH 33
FIGURE 18 AI-BASED PREMIUM SMARTPHONE PENETRATION, 2018 34
FIGURE 19 SMARTPHONES TO HOLD LARGEST SIZE OF VPU MARKET, IN TERMS OF VOLUME, DURING FORECAST PERIOD 39
FIGURE 20 VPU MARKET FOR ADAS IN APAC TO GROW AT HIGHEST CAGR, IN TERMS
OF VOLUME, DURING FORECAST PERIOD 43
FIGURE 21 NORTH AMERICA TO HOLD LARGEST SIZE OF VPU MARKET FOR CAMERAS IN TERMS OF VOLUME, DURING FORECAST PERIOD 45
FIGURE 22 CONSUMER ELECTRONICS TO HOLD LARGEST SIZE OF VPU MARKET, IN TERMS
OF VALUE, DURING FORECAST PERIOD 50
FIGURE 23 >16 – 28 NM NODE TO HOLD LARGER SIZE OF VPU MARKET DURING
FORECAST PERIOD 55
FIGURE 24 GEOGRAPHIC SNAPSHOT: APAC COUNTRIES EMERGING AS POTENTIAL
MARKETS FOR VPU DURING 60
FIGURE 25 APAC TO REGISTER HIGHEST CAGR IN VPU MARKET, IN TERMS OF VOLUME, DURING FORECAST PERIOD 61
FIGURE 26 NORTH AMERICA: SNAPSHOT OF VPU MARKET 63
FIGURE 27 EUROPE: SNAPSHOT OF VPU MARKET 67
FIGURE 28 APAC: SNAPSHOT OF VPU MARKET 71
FIGURE 29 COMPANIES ADOPTED PRODUCT DEVELOPMENTS AND LAUNCHES AS KEY GROWTH STRATEGIES OVER THE LAST 4 YEARS (2016–2018) 78
FIGURE 30 RANKING ANALYSIS OF TOP 5 PLAYERS IN VPU MARKET 79
FIGURE 31 VPU MARKET (GLOBAL) COMPETITIVE LEADERSHIP MAPPING, 2018 84
FIGURE 32 SAMSUNG: COMPANY SNAPSHOT 85
FIGURE 33 NXP SEMICONDUCTOR: COMPANY SNAPSHOT 91
FIGURE 34 CADENCE: COMPANY SNAPSHOT 94
FIGURE 35 CEVA: COMPANY SNAPSHOT 97
FIGURE 36 MEDIATEK: COMPANY SNAPSHOT 101
FIGURE 37 GOOGLE: COMPANY SNAPSHOT 103
FIGURE 38 LATTICE SEMICONDUCTOR: COMPANY SNAPSHOT 109
FIGURE 39 SYNOPSYS: COMPANY SNAPSHOT 111

 

List of Tables




TABLE 1 VPU MARKET, BY END-USE APPLICATION, 2017–2024 (MILLION UNITS) 39
TABLE 2 VPU MARKET, BY END-USE APPLICATION, 2017–2024 (USD MILLION) 40
TABLE 3 VPU MARKET FOR SMARTPHONES, BY REGION, 2017–2024 (MILLION UNITS) 41
TABLE 4 VPU MARKET FOR SMARTPHONES, BY REGION, 2017–2024 (USD MILLION) 42
TABLE 5 VPU MARKET FOR ADAS, BY REGION, 2017–2024 (THOUSAND UNITS) 43
TABLE 6 VPU MARKET FOR ADAS, BY REGION, 2017–2024 (USD MILLION) 44
TABLE 7 VPU MARKET FOR CAMERAS, BY REGION, 2017–2024 (MILLION UNITS) 45
TABLE 8 VPU MARKET FOR CAMERAS, BY REGION, 2017–2024 (USD MILLION) 46
TABLE 9 VPU MARKET FOR DRONES, BY REGION, 2017–2024 (MILLION UNITS) 47
TABLE 10 VPU MARKET FOR DRONE, BY REGION, 2017–2024 (USD MILLION) 47
TABLE 11 VPU MARKET FOR AR/VR, BY REGION, 2017–2024 (THOUSAND UNITS) 48
TABLE 12 VPU MARKET FOR AR/VR, BY REGION, 2017–2024 (USD MILLION) 48
TABLE 13 VPU MARKET, BY VERTICAL, 2017–2024 (USD MILLION) 50
TABLE 14 VPU MARKET, BY VERTICAL, 2017–2024 (MILLION UNITS) 51
TABLE 15 VPU MARKET, BY FABRICATION PROCESS, 2017–2024 (MILLION UNITS) 55
TABLE 16 VPU MARKET, BY FABRICATION PROCESS, 2017–2024 (USD MILLION) 56
TABLE 17 VPU MARKET FOR ?16 NM NODE, BY VERTICAL, 2017–2024 (MILLION UNITS) 56
TABLE 18 VPU MARKET FOR ?16 NM NODE, BY VERTICAL, 2017–2024 (USD MILLION) 57
TABLE 19 VPU MARKET FOR >16–28 NM NODE, BY VERTICAL, 2017–2024 (MILLION UNITS) 57
TABLE 20 VPU MARKET FOR >16–28 NM NODE, BY VERTICAL, 2017–2024 (USD MILLION) 58
TABLE 21 VPU MARKET, BY REGION, 2017–2024 (MILLION UNITS) 61
TABLE 22 GLOBAL VPU MARKET, BY REGION, 2017–2024 (USD MILLION) 62
TABLE 23 VPU MARKET IN NORTH AMERICA, BY END-USE APPLICATION 2017–2024 (THOUSAND UNITS) 64
TABLE 24 VPU MARKET IN NORTH AMERICA, BY END-USE APPLICATION 2017–2024 (USD MILLION) 64
TABLE 25 VPU MARKET IN NORTH AMERICA, BY COUNTRY, 2017–2024 (USD MILLION) 65
TABLE 26 VPU MARKET IN EUROPE, BY END-USE APPLICATION, 2017–2024 (MILLION UNITS) 68
TABLE 27 VPU MARKET IN EUROPE, BY END-USE APPLICATION, 2017–2024 (USD MILLION) 68
TABLE 28 VPU MARKET IN EUROPE, BY COUNTRY, 2017–2024 (USD MILLION) 69
TABLE 29 VPU MARKET IN APAC, BY END-USE APPLICATION, 2017–2024 (THOUSAND UNITS) 72
TABLE 30 VPU MARKET IN APAC, BY END-USE APPLICATION, 2017–2024 (USD MILLION) 72
TABLE 31 VPU MARKET IN APAC, BY COUNTRY, 2017–2024 (USD MILLION) 73
TABLE 32 VPU MARKET IN ROW, BY END-USE APPLICATION, 2017–2024 (THOUSAND UNITS) 74
TABLE 33 VPU MARKET IN ROW, BY END-USE APPLICATION, 2017–2024 (USD MILLION) 75
TABLE 34 VPU MARKET IN ROW, BY REGION, 2017–2024 (USD MILLION) 75
TABLE 35 PRODUCT DEVELOPMENTS/LAUNCHES, 2017–2018 80
TABLE 36 PARTNERSHIPS/AGREEMENTS/COLLABORATIONS, 2016–2018 81
TABLE 37 ACQUISITIONS, 2016 82
TABLE 38 INVESTMENTS/EXPANSIONS, 2019 82