AI Booming is Fueling Interface IP 23.5% YoY Growth
AI explosion is clearly driving semi-industry since 2020. AI processing, based on GPU, need to be as powerful as possible, but a system will reach optimum only if it can rely on top interconnects. The various sub-system need to be interconnected with ever more bandwidth and lower latency, creating the need for ever advanced protocol like DDR5 or HBM memory controller, PCIe and CXL, 224G SerDes and so on.
When you design a supercomputer, raw processing power is important, but the way you access memory, latency and network speed optimization will allow you to succeed. It’s the same with AI, that’s why interconnects protocols are becoming key.
In 2024, the interface IP segment grew by 23.5% to reach $2365 million. Our forecast shows growth for years 2024 to 2029, comparable to 20% growth in the 2020’s. AI is driving the semiconductor industry and Interconnect protocols efficiency are fueling AI performance. Virtuous cycle!
The interface IP category has moved from 18% share of all IP categories in 2017 to 28% in 2023. In 2024, we think this trend will amplify during the decade and Interface IP to grow to 38% of total (detrimental to processor IP passing from 47% in 2023 to 41% in 2029). We forecast total IP to weight $15 billion in 2029 and Interface IP $5.4 billion itself.
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