HD video chip industry ushered in explosive growth, hundreds of billions of market size has been opened!
Global HD Video Chip Market Breakthrough 150 billion RMB in 2021
high-definition video related chips are mainly divided into the following parts, one part is the display driver chip and display timing control chip related to the display screen, and the other part is the chip related to video image processing, bridging and signal transmission, it mainly includes high-definition video bridge chip, high-speed signal transmission chip, video image processing chip and some SoC chips with video image processing and codec as the main functions, such as TV SoC, set-top box SoC, network camera SoC, etc.
According to CINNO Research statistics, the global high-definition video chip market size in 2020 is 105.237 billion RMB, and in 2021, affected by the tight global wafer supply, the sharp rise in wafer foundry prices led to the rise in chip prices, pushing the global high-definition video chip market size to 150.417 billion RMB in 2021. In the future, with the continued rapid development of the high-definition video industry, the global high-definition video chip market is expected to reach 189.716 billion in 2025, with a compound annual growth rate of about 6.0% in 2021-2025.
Illustration: Global HD Video Chip Market Trends 2016-2025, Source: CINNO Research
the global HD video bridging chip market will reach 5.6 billion RMB in 2025
HD video bridging chip is an important branch of HD video chip. Its main function is to convert video format, so as to realize the transmission of video signals between hardware with different video interfaces.
video interface is to output video signals to external devices or collect externally collected video signals. From the perspective of interface connection, it can be divided into external video interface, internal video interface and other video interfaces.
external video interface refers to the video transmission interface between equipment and equipment. Its technology is divided into five generations. The first generation is bright color hybrid video interface (CVBS, AV), the second generation is bright color separation video interface (S-Video), the third generation is analog RGB video interface (VGA), the fourth generation is digital video interface (DVI), and the fifth generation is stronger performance video interface (HDMI, DP).
internal video interface refers to the video transmission interface between board-to-board or chip-to-chip in-board, which appears in the video transmission interface with the development of liquid crystal display technology. Liquid crystal display is different from picture tube display. Each signal used to represent pixels must be a digital signal, and the internal video interface transmits a digital video signal. The common video interfaces for internal displays are mainly as follows according to the presentation time: DVP, LVDS, MIPI, eDP, V-By-One, etc.
From the development of video signals, video formats are various, and video interfaces are also different in different applications. The following figure shows some video-related products and the video interfaces of each product. The following products include video capture products, video processing products, and video display products. From the perspective of application fields, they include security monitoring, industrial, consumer electronics, and automotive electronics. There are various interfaces for each product, and when video signals are transmitted from device A to device B, they must have the same interface and protocol as intermediate media. From a product point of view, this intermediate media is an interface conversion product.
illustration: video related products and video interfaces, source: CINNO Research
As the types of terminal applications related to high-definition video become more and more abundant, SoC main control chips supporting various video formats need a large number of bridge chips between various display screens and video acquisition equipment to realize the free transmission of video signals. At the same time, the bridge chip also provides the benefit of high degree of freedom for the design of the terminal application scheme. The selection of core components such as the chip, display screen and video acquisition equipment by the scheme designer need not be limited to supporting the same type of video interface, but can be more from the product performance, interface size, cost and other aspects to expand the selection range.
According to CINNO Research statistics, the global HD video bridging chip market will be about 2.238 billion RMB in 202020., of which the Chinese mainland market will be about 0.881 billion RMB. Benefiting from the development of the industry and the sharp rise in chip prices caused by the shortage of wafers, the global HD video bridging chip market is estimated to reach 3.336 billion RMB in 2021, of which the size of the Chinese mainland market is about 1.294 billion RMB. In the future, with the rapid development of autonomous driving and the outbreak of AR/VR industry, the demand for high-definition video bridging chips will also increase significantly. It is expected that the global high-definition video bridging chip market will reach 5.574 billion RMB in 2025 and the Chinese mainland market will reach 2.413 billion RMB.
Illustration: Global HD Video Bridging Chip Market Trend 2016-2025, Source: CINNO Research
HD video bridge chip belongs to the digital-mode hybrid chip, the traditional analog giant Texas Instruments is still the industry leader, in 202020in the Chinese mainland market accounted for about 50.1%, ranking first. Chinese mainland manufacturers Longxun Semiconductor and Silicon Valley Digital Model accounted for 6.8% and 3.9%, respectively, ranking fourth and sixth.
illustration: global and mainland China HD video bridging chip market share in 2020, source: CINNO Research
the global high-speed signal transmission chip market will reach 6.3 billion RMB in 2025
high-speed signal transmission chip is another market segment of high-definition video chips. Its main functional features are: the same input and output interfaces, the same transmission data format, and the same data content. According to different functions, it can be subdivided into relay chips, switching chips, distribution chips and matrix switching chips. Taking the relay chip as an example, its main function is to enhance the transmission capability of the interface, correct the error and restore the clock, send the complete output signal to the receiving end, and realize the purpose of long-distance transmission.
According to CINNO Research statistics, the global high-speed signal transmission chip market will be about 3.414 billion RMB in 2020, of which the size of the Chinese mainland market is about 0.75 billion RMB. It is estimated that the global market size will rise sharply to 4.553 billion RMB in 2021, of which the size of the Chinese mainland market is about 1.018 billion RMB. In the future, with the rapid development of autonomous driving, the number of automotive cameras will continue to grow, and the demand for signal transmission chips connecting cameras and in-vehicle central control will also increase significantly. It is expected that the global high-speed signal transmission chip market will reach 6.337 billion RMB in 2025, and the Chinese mainland market will reach 1.569 billion RMB.
Illustration: Global High Speed Signal Transmission Chip Market Trend 2016-2025, Source: CINNO Research
In terms of market share of high-speed signal transmission in mainland China in 2020, Texas Instruments ranked first with a market share of about 39.2%, and the 30.9% percentage of revenue, ranked second. Chinese mainland manufacturers Longxun Semiconductor and Silicon Valley Digital Model accounted for 3.6% and 3.4%, respectively, ranking fifth and sixth.
