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Where will MCUs roll in 2024?

Author : Calycomponents

Update time : 2024-03-28 11:13:55

The MCU industry is finally turning a corner.

"I haven't seen my customers for almost half a year, and they finally took the initiative to pick up their goods recently." At the end of 2023, according to MCU industry insiders in Shenzhen, large MCU chip companies accelerated de-stocking and shipments increased.

As a microprocessor chip designed for application-specific control processing, MCUs are used in consumer electronics, automotive electronics, industrial control and other scenarios. Among them, industrial control is the second largest downstream application of MCU globally, with a market share of about 25% in 2021. Industrial control MCUs are widely used in key scenarios such as PLC controllers, motors, meters, industrial robots, etc. With the rising market share of local industrial equipment companies, the introduction of industrial control MCUs is expected to accelerate.

Industrial control MCUs, where are the opportunities

MCU giants, scrambling for a $100 billion market

Statista data show that the global industrial control and automation market reached $234.3 billion in 2022, and is expected to reach $339.6 billion in 2026, with a CAGR of 9.7% over the next four years. According to China Industrial Control Network, in 2021, China's industrial automation market size reached 253 billion yuan, is expected to 2023 China's industrial automation market size will grow to 311.5 billion yuan, the growth rate is higher than the global, the future prospects are broad.

With the continuous upgrading of China's manufacturing intelligence level, CNC machine tools, precision machinery, lithium equipment, new energy vehicles, robots and other emerging industries with higher technological content gradually came to the fore, MCU as a necessary part of industrial automation is bound to higher computing power, higher intelligence and lower power consumption in the direction of the development of the MCU, thus driving the demand for industrial control MCU and the performance of the continuous upgrading.

To this end, MCU head manufacturers have launched new products and new technologies to accelerate the beach hundreds of billions of market.

For example, STMicroelectronics released a new generation of STM32MP2 series industrial microprocessors (MPUs) to promote the future development of smart factories, smart healthcare, smart buildings and smart infrastructure.

NXP introduces the MCX A14x and MCX A15x microcontrollers, a family of MCUs optimized for rich functionality, innovative power architectures and software compatibility to meet the needs of a wide range of embedded applications, including industrial sensors, motor control, battery-powered or handheld power system controllers, and Internet of Things devices.

· Industrial humanoid robots, igniting industrial control MCUs

At the start of spring 2024, the humanoid robot industry is accelerating into the fast lane, ushering in unprecedented development opportunities. As the ultimate form of artificial intelligence, dozens of new products such as Ubiquiti's industrial version of humanoid robot WalkerS, Zhiyuan Robotics, Yutree Unitree H1, and Chase Universal Humanoid Robot have been released one after another within a year, fully demonstrating China's innovative vitality in the field of humanoid robots.

Among them, Ubiquitous industrial version of the humanoid robot WalkerS into the automobile factory to participate in the "practical training" video triggered a hot debate, the video, WalkerS completed the Azalea automobile door locks, seat belts, lamps cover detection, but also with smooth, silky movements affixed to the car labeling, so that the humanoid robot began to enter the factory! "Working" into reality.

Industrial control MCU can be regarded as the "brain" of robotics technology, responsible for handling the robot's motion control, data processing, sensor signal processing and other key tasks. Industrial robots in a single robot arm, the built-in controller has an average of about eight into the MCU chip.

According to the International Association of Robotics predicts that by 2030, the global humanoid robot market size will grow at a compound annual growth rate of up to 71%. The Chinese Institute of Electronics is expected to 2030, China's humanoid robot market size is expected to reach 870 billion yuan, with a large space for growth.As the application of robotics becomes more widespread, the demand for industrial control MCUs increases, driving the continuous development and innovation of MCU technology.

· MCU Market Size Growing Rapidly with Industrial Policy Support

In June 2023, the Ministry of Industry and Information Technology, the Ministry of Education, the Ministry of Science and Technology, the Ministry of Finance, the State Administration for Market Supervision and Regulation issued the "Implementation Opinions on Reliability Enhancement of Manufacturing Industry", which puts forward the focus on enhancing the reliability of the electronic machine and equipment, such as high-end general-purpose chips, gallium nitride/silicon carbide and other wide bandwidth semiconductor power devices, precision optical components, optical communications devices, new sensitive components and Sensors, highly adaptable sensor modules, BeiDou chips and devices, chip-type resistance and capacitance sensing components, high-speed connectors, high-end RF devices, high-end electromechanical components, LED chips and other electronic components of the reliability level.

In recent years, benefiting from the Internet of Things, smart home, automotive electronics, industrial control and other strong market demand as well as national industrial policy support, MCU chip market size is growing rapidly.According to IC Insights forecast, the total MCU shipments will grow at a CAGR of 3.0% between 2021 and 2026, and the total MCU shipments are expected to reach 35.8 billion chips by 2026.

So 2024, what new demands and challenges to the industrial control MCU? MCU manufacturers and how to rise to the occasion, seize the opportunity to realize the change of lane?

April 9, 2024, hosted by Shenzhen Core Master Technology Co., Ltd, the twelfth China Electronic Information Expo (CITE2024) co-sponsored by the Shenzhen Semiconductor Industry Association, supported by the "second industrial control MCU technology and application innovation forum", will be held in the Shenzhen Futian Convention and Exhibition Center, No. 1 Hall, Conference Room M3, focusing on the "Industrial Intelligent Connection, Core Start the future" two major cores, to create a professional exhibition and efficient communication platform for the industry to bring the people to feel the immersion of the industrial innovation results of the depth of the integration of the chip industry experience, the industrial manufacturing industry, the development of the new era of MCU injection of new kinetic energy.

As the industry wind vane of chain communication, this forum brings together chip design, supply chain, end customers and other upstream and downstream enterprises and experts and scholars, together with more than 150 industrial elites on-site bright bloom, bringing cutting-edge innovation throughout the industrial control MCU industry chain, helping related enterprises to accelerate the formation of new quality productivity, shaping a new engine of high-quality development.

Forum Highlights

NO.01

· Gathering the best of the best to explore the future of the industry

In 2024, the semiconductor industry is embarking on a new beginning: it is undergoing a transformation driven by innovative technologies to meet the growing demand for semiconductor products. The 2nd Industrial Control MCU Technology and Application Innovation Forum gathers global leading enterprises, outstanding leaders and cutting-edge experts to exchange and discuss cutting-edge trends, learn from and study the methodologies of excellent enterprises in the industry, promote R&D innovation, reduce costs and increase efficiency, and help industrial control MCUs grow.

NO.02

· Gathering industrial energy, seeking incremental growth in the anti-involution industry

Semiconductor industry to meet the rebound, MCU manufacturers actively explore new markets, "change" has become a footnote in 2023, but also predicts the direction of development in 2024.However, the industry pattern of "involution", the old experience, the old approach can not stand, must explore multiple innovative paths to take root. The 2nd Industrial Control MCU Technology and Application Innovation Forum creates an industrial control MCU industry ecological exchange field, standing on the platform above the vision to face the fog, overview the whole situation, through the close communication between the industry chain, to find out the "new incremental" path.

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Where will MCUs roll in 2024?