Processor Quarterly Market Monitor Q2 2021

From Technologies to Markets
© 2021
Processor
Quarterly Market
Monitor
Computing Service 2021
Sample

2
Apple,Arm,AMD, Global Foundries, Google, HiSilicon, HTC, Huawei, Intel, Lenovo, LG,
MediaTek, Meizu, Nvidia, NXP, OPPO, Qualcomm, Samsung, SMIC, Sony, Spreadtrum,
Texas Instruments,TSMC, UMC, UniSOC,Vivo, Xiaomi, Xilinx, XMC, ZTE and more
Processor Quarterly Market Monitor | Sample | www.yole.fr | ©2021
COMPANIES MONITORED IN THE PRODUCT

3
PROCESSOR MONITOR EVOLUTION
Processor Market Monitor
APU – Smartphone,Tablet, Smartwatch,APU-based PC, SmartTV,
Smartspeaker,AR,VR,Automotive infotainment
CPU, GPU – Client and Server
FPGA
Module II
Module III
Publication Date
Released
Released
Module I Released

4
Market overview
o 2020-2026 Market dynamics
o Revenue
o Shipments
o Pricing
o Quarterly revenue – near & long term
o CAPEX
Market shares
o APU quarterly market shares
• Smartphone,Tablet, Smartwatch,
Notebook, Smartspeaker, SmartTV,
AR,VR,Auto Infotainment
o CPU quarterly market shares
• Client Notebook, Client Desktop,
Server
o GPU quarterly market shares
• Client Notebook & Desktop,
Server
o FPGA quarterly market shares
TABLE OF CONTENTS
Pricing
o Pricing, near & long term
o Pricing by segment
o Pricing per unit area
o Pricing per transistor
Technology
o APU designer die size trend
o APUs with embedded AI
accelerators
o APUs by memory interface
o Average die size by segment
Production
o Quarterly wafer output
o Annual wafer output
o Wafers by logic node
o Units by logic node
o Foundry revenue
o Foundry revenue per wafer

5
John Lorenz
John Lorenz is a Technology and Market Senior Analyst within the Computing & Software division at Yole Développement (Yole). After holding various
positions within Micron Technology including engineering, strategic and finance roles, John is daily engaged in the development of market and
technology monitors for the logic segment of advanced semiconductors at Yole. John has a Bachelor of Science degree in Mechanical Engineering from
the University of Illinois Urbana-Champaign (USA), with a focus on MEMS devices.
Contact: john.lorenz@yole.fr
ABOUT THE AUTHORS
Biographies & contacts
Tom Hackenberg
Tom Hackenberg is a 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. He is currently focused on low and
ultralow power.Tom is an industry leading expert with more than a decade’s experience reporting on markets for semiconductor processors.Tom is
also well-versed in related technology trends including IoT, heterogeneous processing, chiplets,AI and edge computing.
Tom holds a BSECE from the University of Texas at Austin.
Contact : tom.hackenberg@yole.fr

6
Q4-20 Q1-21 Q2-21 Q3-21 Q4-21 Q1-22 Q2-22 Q3-22
$/unit
Q4-20 Q1-21 Q2-21 Q3-21 Q4-21 Q1-22 Q2-22 Q3-22
$/Bn
Tr
APU NEAR-TERM DYNAMICS
Q4-20 Q1-21 Q2-21 Q3-21 Q4-21 Q1-22 Q2-22 Q3-22
$
billions
520
499 503
559 556
502 507
565
Q4-20 Q1-21 Q2-21 Q3-21 Q4-21 Q1-22 Q2-22 Q3-22
millions
units
Designer revenue Shipments
Pricing per billion transistors Pricing per unit
+ APU long-term dynamics
Q/Q X% X% X% X% X% X% X% X% Q/Q X% X% X% X% X% X% X% X%
Y/Y X% X% X% X% X% X% X% X%

7
CPU NEAR-TERM DYNAMICS
Q4-20 Q1-21 Q2-21 Q3-21 Q4-21 Q1-22 Q2-22 Q3-22
$
billions
110
107
83
89
95
75 75
80
Q4-20 Q1-21 Q2-21 Q3-21 Q4-21 Q1-22 Q2-22 Q3-22
millions
units
Q4-20 Q1-21 Q2-21 Q3-21 Q4-21 Q1-22 Q2-22 Q3-22
$/Bn
Tr
Q4-20 Q1-21 Q2-21 Q3-21 Q4-21 Q1-22 Q2-22 Q3-22
$/unit
Pricing per billion transistors
Pricing per unit
+ CPU long-term dynamics
Y/Y X% X% X% X% X% X% X% X%
Q/Q X% X% X% X% X% X% X% X%
Q/Q X% X% X% X% X% X% X% X%

8
GPU NEAR-TERM DYNAMICS
Q4-20 Q1-21 Q2-21 Q3-21 Q4-21 Q1-22 Q2-22 Q3-22
$
billions
26
27
23
25
26
23 24
26
Q4-20 Q1-21 Q2-21 Q3-21 Q4-21 Q1-22 Q2-22 Q3-22
millions
units
Q4-20 Q1-21 Q2-21 Q3-21 Q4-21 Q1-22 Q2-22 Q3-22
$/Bn
Tr
Q4-20 Q1-21 Q2-21 Q3-21 Q4-21 Q1-22 Q2-22 Q3-22
$/unit
Pricing per billion transistors
Pricing per unit Richer mix of server pushing
blended price higher
+ GPU long-term dynamics
Y/Y X% X% X% X% X% X% X% X%
Q/Q X% X% X% X% X% X% X% X%
Q/Q X% X% X% X% X% X% X% X%

9
Q4-20 Q1-21 Q2-21 Q3-21 Q4-21 Q1-22 Q2-22 Q3-22
$/unit
FPGA NEAR-TERM DYNAMICS
Pricing per billion transistors Pricing per unit
Q4-20 Q1-21 Q2-21 Q3-21 Q4-21 Q1-22 Q2-22 Q3-22
$
billions
129
122 124
129 133
127
132
139
Q4-20 Q1-21 Q2-21 Q3-21 Q4-21 Q1-22 Q2-22 Q3-22
millions
units
Q4-20 Q1-21 Q2-21 Q3-21 Q4-21 Q1-22 Q2-22 Q3-22
$/Bn
Tr
+ FPGA long-term dynamics
Y/Y X% X% X% X% X% X% X% X%
Q/Q X% X% X% X% X% X% X% X%
Q/Q X% X% X% X% X% X% X% X%

10
• Near term: expect Q2-21 to be on par with Q1 at $11B, pushing toward a $46B 2021
• Long term: Expect continued revenue growth for designers as leading-edge processors will
pay a premium to remain at the leading-edge and lower tier processors will have unit
growth in more edge segments
APU MARKET DYNAMICS
$11b $0b $35b $39b $46b $46b $49b $54b $58b $63b
-30%
-20%
-10%
0%
10%
20%
30%
-
10
20
30
40
50
60
70
Q3-18 Q4-18 Q1-19 Q2-19 Q3-19 Q4-19 Q1-20 Q2-20 Q3-20 Q4-20 Q1-21 Q2-21 2019 2020 2021 2022 2023 2024 2025 2026
revenue
(billions
USD)
Apple Samsung Qualcomm HiSilicon MediaTek UniSoC Other Forecast Y/Y Unit growth Y/Y ASP growth
“APU Market Revenue” is APU designers’ revenue for end-systems tracked in this monitor: Smartphone,
Tablet, APU-based Notebook, Smartwatch, Smartspeaker, SmartTV, AR, VR, and Automotive Infotainment

11
APU MARKET PRICING
-4%
0%
4%
8%
12%
16%
20%
-
5
10
15
20
25
30
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
ASP
($
per
unit)
ASP ASP Y/Y

12
QUARTERLY REVENUE: LONG TERM APU
-
2
4
6
8
10
12
14
16
18
20
revenue
($b)
Apple Samsung Qualcomm HiSilicon MediaTek UniSoC Other Forecast
“APU Quarterly Revenue” is APU designers’ revenue for end-systems tracked in this monitor: Smartphone, Tablet,
APU-based Notebook, Smartwatch, Smartspeaker, SmartTV, AR, VR, and Automotive Infotainment

13
QUARTERLY REVENUE: LONG TERM CLIENT (CPU+GPU)
-
2
4
6
8
10
12
14
16
revenue
($b)
Intel AMD Nvidia Forecast
Client revenue combines x86-based CPU and GPU revenues for desktop and laptop systems

14
QUARTERLY REVENUE: LONG TERM SERVER (CPU+GPU)
-
2
4
6
8
10
12
14
16
18
revenue
($b)
Intel AMD Nvidia Forecast
Server revenue combines x86-based CPU and GPU revenues for all server applications, including
HPC, cloud services, and traditional enterprise

15
FOUNDRY AND LOGIC CAPEX
6%
21%
32%
18%
-1%
17%
-10%
0%
-20%
-10%
0%
10%
20%
30%
40%
0
10
20
30
40
50
60
70
80
2017 2018 2019 2020 2021 2022 2023 2024 2025
capital
expenditure
($b)
TSMC Intel Samsung SMIC GF Total Y/Y growth

16
APU PRICE PER UNIT
-30%
-25%
-20%
-15%
-10%
-5%
0%
5%
10%
0
5
10
15
20
25
30
Q3-18 Q4-18 Q1-19 Q2-19 Q3-19 Q4-19 Q1-20 Q2-20 Q3-20 Q4-20 Q1-21 Q2-21 2019 2020 2021 2022 2023 2024 2025 2026
ASP
($
per
unit)
ASP ASP % change
“APU Pricing” is pricing of APUs for end-systems tracked in this monitor: Smartphone, Tablet, APU-based
Notebook, Smartwatch, Smartspeaker, SmartTV, AR, VR, and Automotive Infotainment

17
APU PRICE BY SEGMENT
0
10
20
30
40
50
60
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
ASP
($
per
unit)
All Smartphone Luxury High End Mid Tier Entry level Tablet

18
APU PRICE BY SEGMENT
0
10
20
30
40
50
60
70
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
ASP
($
per
unit)
All APU Smartwatch Notebook AR VR SmartSpeaker SmartTV Auto Infotainment
“All APU Pricing” is pricing of APUs for end-systems tracked in this monitor: Smartphone, Tablet, APU-based

19
CPU PRICE BY SEGMENT
0
200
400
600
800
1 000
1 200
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
ASP
($
per
unit)
All CPU Desktop Notebook Server

20
GPU PRICE BY SEGMENT
0
200
400
600
800
1 000
1 200
1 400
1 600
1 800
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
ASP
($
per
unit)
All GPU Client Server

21
APU PRICE PER BILLION TRANSISTORS
-30%
-25%
-20%
-15%
-10%
-5%
0%
0
1
2
3
4
5
6
7
8
2019 2020 2021 2022 2023 2024 2025 2026
ASP
($
per
Bn
Tr)
Price per BnTr Y/Y %
“All APU Pricing” is pricing of APUs for end-systems tracked in this monitor: Smartphone, Tablet, APU-based

22
APUS CONTAINING EMBEDDED AI ACCELERATORS
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Q3-18 Q4-18 Q1-19 Q2-19 Q3-19 Q4-19 Q1-20 Q2-20 Q3-20 Q4-20 Q1-21 Q2-21 Q3-21 Q4-21 Q1-22 Q2-22 2019 2020 2021 2022 2023 2024 2025 2026
percent
of
units
Luxury High End Mid Tier Entry level Tablets Total
Embedded Accelerators: important emerging feature
that places upward pressure on future die sizes trends
See alsoYole’s report:
Artificial Intelligence Computing for Consumer 2019

23
APUS BY MEMORY INTERFACE
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
percent
of
units
LPDDR2 LPDDR3 LPDDR4 LPDDR4X LPDDR5 DDR3

24
NON-SMARTPHONE APU:AVERAGE DIE SIZE
Notebook
SmartSpeaker
SmartTV
Auto Infotainment
AR
VR
-
20
40
60
80
100
120
140
160
die
size
(mm2)
All Smartphone

25
CPU:AVERAGE DIE SIZE
-
50
100
150
200
250
300
350
400
450
500
die
size
(mm2)
Notebook Desktop Server All CPU

26
GPU:AVERAGE DIE SIZE
-
100
200
300
400
500
600
die
size
(mm2)
Client Server All GPU

27
INDUSTRY WAFER PRODUCTION
Overall wafer production up slightly as APU increases offset modest decreases in CPU+GPU
*Forecasted shares are based on current foundry/designer relationships
-
100
200
300
400
500
600
700
Q3-18 Q4-18 Q1-19 Q2-19 Q3-19 Q4-19 Q1-20 Q2-20 Q3-20 Q4-20 Q1-21 Q2-21 Q3-21 Q4-21 Q1-22 Q2-22 2023 2024 2025 2026
wafer
production
(k
wpm
-
300mm
equiv)
APU CPU GPU FPGA
Industry 2020-2026 CAGR: 4.4%

28
APU WAFERS BY NODE
-
50
100
150
200
250
300
350
wafer
production
(k
wpm,
300mm
equiv)
3-4nm 5-6nm 7-8nm 10nm 12-16nm 20nm 28nm 45nm Avg Node (wafer basis)

29
CPU+GPU WAFERS BY NODE
-
50
100
150
200
250
300
wafer
production
(k
wpm,
300mm
equiv)
3 nm 5 nm 7 nm 10 nm 12 nm 14 nm 20 nm 22 nm Avg Node (wafer basis)

30
FOUNDRY FPGA REVENUE PER WAFER
Foundry revenue is front-end wafer processing services only.
-
500
1 000
1 500
2 000
2 500
3 000
3 500
4 000
4 500
5 000
revenue
per
wafer
($/300mm
equiv)

31
PROCESSOR MARKET FORECAST

32
Contact our
SalesTeam
for more
information
DRAM & NAND Quartely
Market Monitor
Cameras and Computing for
Surveillance and Security 2020
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Datacenter Applications 2020
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YOLE GROUP OF COMPANIES RELATED REPORTS
Yole Développement

33
Contact our
SalesTeam
for more
information
Teardown Tracks
YOLE GROUP OF COMPANIES RELATED REPORTS
System Plus Consulting

34
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: leroy@yole.fr
HOWTO USE OUR DATA?
About Yole Développement | www.yole.fr | ©2021

35
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+1 208 850 3914
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jerome.azemar@yole.fr - +33 6 27 68 69 33
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GENERAL
› Sandrine Leroy, Public Relations
sandrine.leroy@yole.fr - +33 4 72 83 01 89
› General inquiries: info@yole.fr - +33 4 72 83 01 80
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