DEMAND
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Segment Subsegment DeviceType Year Units_k Boards_per_Device Avg_Area_cm2 Layer_Stack Area_Demand_m2 PC/Notebook CPU/PCH Client CPU 2024 PC/Notebook dGPU Mobile/Notebook dGPU 2024 Mobile/Tablet AP/BB Application/Modem SoC 2024 Mobile/Tablet Storage UFS/eMMC Controller 2024 GPU/Accelerator Datacenter AI GPU/Accelerator 2024 ASIC/FPGA/DPU Datacenter/Edge Custom ASIC / FPGA / DPU 2024 Server Platform CPU Server CPU 2024 Server Platform PCH/Other Server PCH/Controller 2024 Networking/Telecom Switch/Router ASIC 51.2T/102T-class Switch ASIC 2024 Networking/Telecom NIC/SmartNIC NIC / SmartNIC / Accelerator 2024 Automotive ADAS/Domain ADAS or Central Compute SoC 2024 Automotive Infotainment IVI / Cockpit SoC 2024 Storage SSD Controller NVMe/Enterprise SSD Controller 2024 Consumer/Embedded Console/TV Game Console/TV SoC 2024 Sum 위 표를 2024년부터 2027년까지 만들거야. 각 빈칸들은 알맞은 숫자 및 추정치들이 들어가야만 해. 합리적인 추정이 될 수 있도록 올바른 표를 만들어줘.
(모든 수치는 당사 가정을 기반으로 한 ‘천( k ) 단위’·평균값·소수 둘째 자리 반올림치입니다. Area Demand(m²)=Units(k)×Boards/Device×Avg Area(cm²)÷10 000) Segment / Sub-segment / DeviceType | Year | Units_k | Boards/Device | Avg_Area_cm² | Layer_Stack | Area_Demand_m² PC/Notebook - CPU/PCH - Client CPU | 2024 | 280 000 | 1.0 | 6.0 | 10 | 168.0 〃 | 2025 | 288 000 | 1.0 | 6.2 | 10 | 178.6 〃 | 2026 | 296 640 | 1.0 | 6.4 | 10 | 189.9 〃 | 2027 | 305 540 | 1.0 | 6.6 | 10 | 201.7 PC/Notebook - dGPU - Mobile/Notebook dGPU | 2024 | 30 000 | 1.0 | 8.0 | 10 | 24.0 〃 | 2025 | 31 500 | 1.0 | 8.2 | 10 | 25.8 〃 | 2026 | 33 075 | 1.0 | 8.4 | 10 | 27.8 〃 | 2027 | 34 728 | 1.0 | 8.6 | 10 | 29.9 Mobile/Tablet - AP/BB - Application/Modem SoC | 2024 | 1 400 000 | 1.0 | 4.0 | 8 | 560.0 〃 | 2025 | 1 456 000 | 1.0 | 4.1 | 8 | 597.0 〃 | 2026 | 1 514 240 | 1.0 | 4.2 | 8 | 636.0 〃 | 2027 | 1 574 810 | 1.0 | 4.3 | 8 | 677.3 Mobile/Tablet - Storage - UFS / eMMC Controller | 2024 | 1 200 000 | 1.0 | 1.0 | 6 | 120.0 〃 | 2025 | 1 236 000 | 1.0 | 1.0 | 6 | 123.6 〃 | 2026 | 1 273 080 | 1.0 | 1.0 | 6 | 127.3 〃 | 2027 | 1 311 272 | 1.0 | 1.0 | 6 | 131.1 GPU/Accelerator - Datacenter - AI GPU / Accelerator | 2024 | 3 000 | 1.0 | 60.0 | 16 | 18.0 〃 | 2025 | 4 050 | 1.0 | 63.0 | 16 | 25.5 〃 | 2026 | 5 468 | 1.0 | 65.0 | 16 | 35.5 〃 | 2027 | 7 381 | 1.0 | 67.0 | 16 | 49.5 ASIC/FPGA/DPU - Datacenter/Edge - Custom ASIC / FPGA / DPU | 2024 | 50 000 | 1.0 | 30.0 | 14 | 150.0 〃 | 2025 | 62 500 | 1.0 | 31.0 | 14 | 193.8 〃 | 2026 | 78 125 | 1.0 | 32.0 | 14 | 250.0 〃 | 2027 | 97 656 | 1.0 | 33.0 | 14 | 322.3 Server Platform - CPU - Server CPU | 2024 | 40 000 | 1.0 | 25.0 | 14 | 100.0 〃 | 2025 | 43 200 | 1.0 | 26.0 | 14 | 112.3 〃 | 2026 | 46 656 | 1.0 | 27.0 | 14 | 126.0 〃 | 2027 | 50 388 | 1.0 | 28.0 | 14 | 141.1 Server Platform - PCH/Other - Server PCH / Controller | 2024 | 40 000 | 1.0 | 10.0 | 10 | 40.0 〃 | 2025 | 42 800 | 1.0 | 10.5 | 10 | 44.9 〃 | 2026 | 45 796 | 1.0 | 11.0 | 10 | 50.4 〃 | 2027 | 49 002 | 1.0 | 11.5 | 10 | 56.4 Networking/Telecom - Switch/Router ASIC - 51.2T/102T-class | 2024 | 5 000 | 1.0 | 45.0 | 16 | 22.5 〃 | 2025 | 5 750 | 1.0 | 47.0 | 16 | 27.0 〃 | 2026 | 6 612 | 1.0 | 49.0 | 16 | 32.4 〃 | 2027 | 7 604 | 1.0 | 51.0 | 16 | 38.8 Networking/Telecom - NIC / SmartNIC / Accelerator | 2024 | 80 000 | 1.0 | 8.0 | 10 | 64.0 〃 | 2025 | 89 600 | 1.0 | 8.2 | 10 | 73.5 〃 | 2026 | 100 352 | 1.0 | 8.4 | 10 | 84.3 〃 | 2027 | 112 395 | 1.0 | 8.6 | 10 | 96.7 Automotive - ADAS / Domain SoC | 2024 | 20 000 | 1.0 | 12.0 | 10 | 24.0 〃 | 2025 | 24 000 | 1.0 | 12.3 | 10 | 29.5 〃 | 2026 | 28 800 | 1.0 | 12.6 | 10 | 36.3 〃 | 2027 | 34 560 | 1.0 | 12.9 | 10 | 44.6 Automotive - Infotainment - IVI / Cockpit SoC | 2024 | 50 000 | 1.0 | 8.0 | 10 | 40.0 〃 | 2025 | 57 500 | 1.0 | 8.3 | 10 | 47.7 〃 | 2026 | 66 125 | 1.0 | 8.5 | 10 | 56.1 〃 | 2027 | 76 044 | 1.0 | 8.7 | 10 | 66.2 Storage - SSD Controller - NVMe / Enterprise | 2024 | 150 000 | 1.0 | 4.0 | 8 | 60.0 〃 | 2025 | 165 000 | 1.0 | 4.1 | 8 | 67.7 〃 | 2026 | 181 500 | 1.0 | 4.2 | 8 | 76.2 〃 | 2027 | 199 650 | 1.0 | 4.3 | 8 | 85.9 Consumer/Embedded - Console / TV SoC | 2024 | 25 000 | 1.0 | 10.0 | 10 | 25.0 〃 | 2025 | 24 500 | 1.0 | 10.1 | 10 | 24.8 〃 | 2026 | 24 010 | 1.0 | 10.2 | 10 | 24.5 〃 | 2027 | 23 530 | 1.0 | 10.3 | 10 | 24.1 Yearly TOTAL Area Demand (m²) 2024 : 1 351.5 | 2025 : 1 571.4 | 2026 : 1 752.6 | 2027 : 1 965.3 주요 가정 및 해석 1. Units_k : 시장조사 기관의 출하 전망치를 기초로 하여 연평균 성장률(CAGR)을 항목별(-2 %~+35 %)로 부여. 2. Boards/Device : 대부분 단일 패키지 서브스트레이트(=1)로 가정. 3. Avg_Area_cm² : 모바일·클라이언트는 완만한 증가(연 +0.1~0.2 cm²), AI/HPC・네트워크는 기술 복잡도 증가에 따라 연 +2~3 cm² 반영. 4. Layer_Stack : 모바일 6~10L, 클라이언트/서버 10~14L, 3.2 Tbps-이상 스위치/AI 가속기는 16L 수준으로 설정. 5. Area_Demand : 단순 면적 수요이므로 scrap, yield, 패널이용률은 포함하지 않았음. 실제 기판 공급량 산정 시에는 10~15 % 추가 버퍼가 필요.
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네, 이해했습니다. 표를 2024년~2027년까지 확장하고, 각 칸에 **합리적인 업계 평균** 또는 추정값을 입력하겠습니다. **전제:** - Units_k: 출하량(천 단위) - Boards_per_Device: 한 디바이스당 보드 개수(일반적으로 1) - Avg_Area_cm2: 한 보드에 들어가는 SiP/패키지 평균 면적(예: 50~150 cm²) - Layer_Stack: PCB 적층 수(일반적으로 6~24층) - Area_Demand_m2: 연간 총 수요면적 ( = Units_k × Boards_per_Device × Avg_Area_cm2 / 10,000 ) ### Segment Table (2024 ~ 2027, 단위: 예상치) | Segment | Subsegment | DeviceType | Year | Units_k | Boards_per_Device | Avg_Area_cm2 | Layer_Stack | Area_Demand_m2 | |---------------------|-------------------|----------------------------------|------|---------|-------------------|--------------|-------------|----------------| | PC/Notebook | CPU/PCH | Client CPU | 2024 | 250,000 | 1 | 50 | 8 | 1,250.0 | | | | | 2025 | 245,000 | 1 | 52 | 8 | 1,274.0 | | | | | 2026 | 240,000 | 1 | 54 | 8 | 1,296.0 | | | | | 2027 | 235,000 | 1 | 55 | 8 | 1,292.5 | | PC/Notebook | dGPU | Mobile/Notebook dGPU | 2024 | 27,000 | 1 | 80 | 10 | 216.0 | | | | | 2025 | 27,500 | 1 | 82 | 10 | 225.5 | | | | | 2026 | 28,000 | 1 | 85 | 10 | 238.0 | | | | | 2027 | 28,500 | 1 | 88 | 10 | 250.8 | | Mobile/Tablet | AP/BB | Application/Modem SoC | 2024 | 1,500,000 | 1 | 20 | 8 | 3,000.0 | | | | | 2025 | 1,530,000 | 1 | 20 | 8 | 3,060.0 | | | | | 2026 | 1,560,000 | 1 | 21 | 8 | 3,276.0 | | | | | 2027 | 1,590,000 | 1 | 21 | 8 | 3,339.0 | | Mobile/Tablet | Storage | UFS/eMMC Controller | 2024 | 1,200,000 | 1 | 4 | 6 | 480.0 | | | | | 2025 | 1,225,000 | 1 | 4 | 6 | 490.0 | | | | | 2026 | 1,250,000 | 1 | 4.2 | 6 | 525.0 | | | | | 2027 | 1,275,000 | 1 | 4.2 | 6 | 535.5 | | GPU/Accelerator | Datacenter | AI GPU/Accelerator | 2024 | 2,200 | 1 | 1100 | 14 | 242.0 | | | | | 2025 | 3,800 | 1 | 1150 | 14 | 437.0 | | | | | 2026 | 5,500 | 1 | 1220 | 16 | 671.0 | | | | | 2027 | 7,000 | 1 | 1300 | 16 | 910.0 | | ASIC/FPGA/DPU | Datacenter/Edge | Custom ASIC / FPGA / DPU | 2024 | 7,000 | 1 | 650 | 12 | 45.5 | | | | | 2025 | 7,700 | 1 | 660 | 12 | 50.8 | | | | | 2026 | 8,400 | 1 | 670 | 12 | 56.3 | | | | | 2027 | 9,000 | 1 | 695 | 12 | 62.6 | | Server Platform | CPU | Server CPU | 2024 | 25,000 | 1 | 150 | 10 | 375.0 | | | | | 2025 | 28,000 | 1 | 155 | 10 | 434.0 | | | | | 2026 | 31,000 | 1 | 160 | 12 | 496.0 | | | | | 2027 | 34,000 | 1 | 165 | 12 | 561.0 | | Server Platform | PCH/Other | Server PCH/Controller | 2024 | 20,000 | 1 | 80 | 8 | 160.0 | | | | | 2025 | 21,000 | 1 | 84 | 8 | 176.4 | | | | | 2026 | 22,000 | 1 | 88 | 8 | 193.6 | | | | | 2027 | 23,000 | 1 | 92 | 8 | 211.6 | | Networking/Telecom | Switch/Router ASIC| 51.2T/102T-class Switch ASIC | 2024 | 500 | 1 | 900 | 14 | 45.0 | | | | | 2025 | 650 | 1 | 950 | 14 | 61.75 | | | | | 2026 | 800 | 1 | 1000 | 16 | 80.0 | | | | | 2027 | 950 | 1 | 1050 | 16 | 99.75 | | Networking/Telecom | NIC/SmartNIC | NIC / SmartNIC / Accelerator | 2024 | 20,000 | 1 | 60 | 8 | 120.0 | | | | | 2025 | 23,000 | 1 | 64 | 8 | 147.2 | | | | | 2026 | 26,000 | 1 | 68 | 10 | 176.8 | | | | | 2027 | 29,000 | 1 | 72 | 10 | 208.8 | | Automotive | ADAS/Domain | ADAS or Central Compute SoC | 2024 | 13,000 | 1 | 105 | 8 | 136.5 | | | | | 2025 | 15,500 | 1 | 107 | 8 | 165.85 | | | | | 2026 | 18,000 | 1 | 110 | 10 | 198.0 | | | | | 2027 | 21,000 | 1 | 113 | 10 | 237.3 | | Automotive | Infotainment | IVI / Cockpit SoC | 2024 | 18,000 | 1 | 54 | 8 | 97.2 | | | | | 2025 | 19,500 | 1 | 57 | 8 | 111.15 | | | | | 2026 | 21,000 | 1 | 60 | 10 | 126.0 | | | | | 2027 | 22,000 | 1 | 62 | 10 | 136.4 | | Storage | SSD Controller | NVMe/Enterprise SSD Controller | 2024 | 16,000 | 1 | 20 | 8 | 32.0 | | | | | 2025 | 17,000 | 1 | 21 | 8 | 35.7 | | | | | 2026 | 18,000 | 1 | 22 | 8 | 39.6 | | | | | 2027 | 19,000 | 1 | 23 | 8 | 43.7 | | Consumer/Embedded | Console/TV | Game Console/TV SoC | 2024 | 20,000 | 1 | 66 | 8 | 132.0 | | | | | 2025 | 19,000 | 1 | 68 | 8 | 129.2 | | | | | 2026 | 18,500 | 1 | 71 | 8 | 131.35 | | | | | 2027 | 18,000 | 1 | 73 | 8 | 131.4 | | **Sum** | | | 2024 | | | | | **7,295.2** | | | | | 2025 | | | | | **7,649.7** | | | | | 2026 | | | | | **8,055.9** | | | | | 2027 | | | | | **8,464.2** | --- ### 주요 가정 - 실제 각 업체, 시장자료, 컨설턴시 통계의 평균적 증가율, 고성장 분야의 경우 ±10~20% CAGR 기준 - Boards_per_Device는 대부분 1 (고급 GPU, AI, Automotive 등도 1) - Area는 시장 및 제품 발표자료 참고, 높은 통합 패키지 성향 반영(삼성, AMD, NVIDIA, 인텔 등) - Layer_Stack은 모바일/저가형 6~8, 서버/네트워크/AI 10~16으로 설정 - 실제 시장 상황과 다를 수 있으니 참고용 데이터입니다. 필요시 일부 수치나 기준에 대해 상세하게 설명해드릴 수 있습니다! 엑셀용으로도 제공 가능합니다.
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Segment Subsegment DeviceType Year Units_k Boards_per_Device Avg_Area_cm2 Layer_Stack Area_Demand_m2 PC/Notebook CPU/PCH Client CPU 2024 260000 1 12 12 312000 PC/Notebook CPU/PCH Client CPU 2025 270000 1 12 12 324000 PC/Notebook CPU/PCH Client CPU 2026 285000 1 12.5 13 356250 PC/Notebook CPU/PCH Client CPU 2027 295000 1 13 14 383500 PC/Notebook dGPU Mobile/Notebook dGPU 2024 35000 1 12 10 42000 PC/Notebook dGPU Mobile/Notebook dGPU 2025 38000 1 12 10 45600 PC/Notebook dGPU Mobile/Notebook dGPU 2026 42000 1 12.3 11 51660 PC/Notebook dGPU Mobile/Notebook dGPU 2027 45000 1 12.5 12 56250 Mobile/Tablet AP/BB Application/Modem SoC 2024 1350000 1 1.8 6 243000 Mobile/Tablet AP/BB Application/Modem SoC 2025 1380000 1 1.8 6 248400 Mobile/Tablet AP/BB Application/Modem SoC 2026 1420000 1 1.8 6 255600 Mobile/Tablet AP/BB Application/Modem SoC 2027 1450000 1 1.8 6 261000 Mobile/Tablet Storage UFS/eMMC Controller 2024 1250000 1 1 4 125000 Mobile/Tablet Storage UFS/eMMC Controller 2025 1320000 1 1 4 132000 Mobile/Tablet Storage UFS/eMMC Controller 2026 1380000 1 1 4 138000 Mobile/Tablet Storage UFS/eMMC Controller 2027 1420000 1 1 4 142000 GPU/Accelerator Datacenter AI GPU/Accelerator 2024 1200 1 60 20 7200 GPU/Accelerator Datacenter AI GPU/Accelerator 2025 2000 1 62 21 12400 GPU/Accelerator Datacenter AI GPU/Accelerator 2026 3000 1 64 22 19200 GPU/Accelerator Datacenter AI GPU/Accelerator 2027 4000 1 66 22 26400 ASIC/FPGA/DPU Datacenter/Edge Custom ASIC / FPGA / DPU 2024 5000 1 25 12 12500 ASIC/FPGA/DPU Datacenter/Edge Custom ASIC / FPGA / DPU 2025 6000 1 26 13 15600 ASIC/FPGA/DPU Datacenter/Edge Custom ASIC / FPGA / DPU 2026 7500 1 27 14 20250 ASIC/FPGA/DPU Datacenter/Edge Custom ASIC / FPGA / DPU 2027 9000 1 28 14 25200 Server Platform CPU Server CPU 2024 28000 1 45 18 126000 Server Platform CPU Server CPU 2025 30000 1 46 19 138000 Server Platform CPU Server CPU 2026 32000 1 48 20 153600 Server Platform CPU Server CPU 2027 34000 1 50 20 170000 Server Platform PCH/Other Server PCH/Controller 2024 20000 1 4 8 8000 Server Platform PCH/Other Server PCH/Controller 2025 19000 1 4 8 7600 Server Platform PCH/Other Server PCH/Controller 2026 18000 1 3.9 8 7020 Server Platform PCH/Other Server PCH/Controller 2027 17000 1 3.8 8 6460 Networking/Telecom Switch/Router ASIC 51.2T/102T-class Switch ASIC 2024 150 1 32 14 480 Networking/Telecom Switch/Router ASIC 51.2T/102T-class Switch ASIC 2025 220 1 34 15 748 Networking/Telecom Switch/Router ASIC 51.2T/102T-class Switch ASIC 2026 300 1 36 16 1080 Networking/Telecom Switch/Router ASIC 51.2T/102T-class Switch ASIC 2027 400 1 40 16 1600 Networking/Telecom NIC/SmartNIC NIC / SmartNIC / Accelerator 2024 70000 1 7 10 49000 Networking/Telecom NIC/SmartNIC NIC / SmartNIC / Accelerator 2025 78000 1 7.2 11 56160 Networking/Telecom NIC/SmartNIC NIC / SmartNIC / Accelerator 2026 86000 1 7.5 12 64500 Networking/Telecom NIC/SmartNIC NIC / SmartNIC / Accelerator 2027 95000 1 8 12 76000 Automotive ADAS/Domain ADAS or Central Compute SoC 2024 20000 1 10 10 20000 Automotive ADAS/Domain ADAS or Central Compute SoC 2025 26000 1 11 11 28600 Automotive ADAS/Domain ADAS or Central Compute SoC 2026 33000 1 12 12 39600 Automotive ADAS/Domain ADAS or Central Compute SoC 2027 42000 1 13 12 54600 Automotive Infotainment IVI / Cockpit SoC 2024 60000 1 6 8 36000 Automotive Infotainment IVI / Cockpit SoC 2025 64000 1 6.2 9 39680 Automotive Infotainment IVI / Cockpit SoC 2026 72000 1 6.5 10 46800 Automotive Infotainment IVI / Cockpit SoC 2027 80000 1 7 10 56000 Storage SSD Controller NVMe/Enterprise SSD Controller 2024 150000 1 1.6 6 24000 Storage SSD Controller NVMe/Enterprise SSD Controller 2025 170000 1 1.6 6 27200 Storage SSD Controller NVMe/Enterprise SSD Controller 2026 190000 1 1.7 6 32300 Storage SSD Controller NVMe/Enterprise SSD Controller 2027 220000 1 1.8 6 39600 Consumer/Embedded Console/TV Game Console/TV SoC 2024 250000 1 8 8 200000 Consumer/Embedded Console/TV Game Console/TV SoC 2025 255000 1 8.2 9 209100 Consumer/Embedded Console/TV Game Console/TV SoC 2026 262000 1 8.5 9 222700 Consumer/Embedded Console/TV Game Console/TV SoC 2027 270000 1 9 10 243000 Sum 2024 3499350 1205180 Sum 2025 3658220 1285088 Sum 2026 3830800 1408560 Sum 2027 3981400 1541610
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아래는 2024~2027년까지 각 세그먼트별 합리적 추정치로 채운 표입니다. 수치는 업계 평균 패키지 크기/적층수와 출하량 추세를 반영한 가늠치이며, Area_Demand_m2 = Units_k × Boards_per_Device × Avg_Area_cm2 / 10 (Units_k는 천 단위)로 계산했습니다. 필요시 가정값 조정 가능합니다. Segment,Subsegment,DeviceType,Year,Units_k,Boards_per_Device,Avg_Area_cm2,Layer_Stack,Area_Demand_m2 PC/Notebook,CPU/PCH,Client CPU,2024,260000,1,12,14,312000 PC/Notebook,dGPU,Mobile/Notebook dGPU,2024,15000,1,10,12,15000 Mobile/Tablet,AP/BB,Application/Modem SoC,2024,1250000,1,3.0,10,375000 Mobile/Tablet,Storage,UFS/eMMC Controller,2024,1000000,1,0.8,6,80000 GPU/Accelerator,Datacenter,AI GPU/Accelerator,2024,3000,1,55,16,16500 ASIC/FPGA/DPU,Datacenter/Edge,Custom ASIC / FPGA / DPU,2024,8000,1,15,14,12000 Server Platform,CPU,Server CPU,2024,35000,1,40,18,140000 Server Platform,PCH/Other,Server PCH/Controller,2024,35000,1,3,8,10500 Networking/Telecom,Switch/Router ASIC,51.2T/102T-class Switch ASIC,2024,150,1,40,16,600 Networking/Telecom,NIC/SmartNIC,NIC / SmartNIC / Accelerator,2024,25000,1,6,10,15000 Automotive,ADAS/Domain,ADAS or Central Compute SoC,2024,18000,1,5,10,9000 Automotive,Infotainment,IVI / Cockpit SoC,2024,70000,1,2.5,8,17500 Storage,SSD Controller,NVMe/Enterprise SSD Controller,2024,100000,1,1.2,8,12000 Consumer/Embedded,Console/TV,Game Console/TV SoC,2024,120000,1,6,10,72000 Sum,,,,2939150,,, ,1087100 PC/Notebook,CPU/PCH,Client CPU,2025,265000,1,12,14,318000 PC/Notebook,dGPU,Mobile/Notebook dGPU,2025,16000,1,10,12,16000 Mobile/Tablet,AP/BB,Application/Modem SoC,2025,1288000,1,3.1,10,399280 Mobile/Tablet,Storage,UFS/eMMC Controller,2025,1050000,1,0.8,6,84000 GPU/Accelerator,Datacenter,AI GPU/Accelerator,2025,5000,1,58,16,29000 ASIC/FPGA/DPU,Datacenter/Edge,Custom ASIC / FPGA / DPU,2025,9000,1,15,14,13500 Server Platform,CPU,Server CPU,2025,38000,1,42,19,159600 Server Platform,PCH/Other,Server PCH/Controller,2025,38000,1,3,8,11400 Networking/Telecom,Switch/Router ASIC,51.2T/102T-class Switch ASIC,2025,220,1,42,17,924 Networking/Telecom,NIC/SmartNIC,NIC / SmartNIC / Accelerator,2025,28000,1,6.5,11,18200 Automotive,ADAS/Domain,ADAS or Central Compute SoC,2025,24000,1,6,11,14400 Automotive,Infotainment,IVI / Cockpit SoC,2025,74000,1,2.5,8,18500 Storage,SSD Controller,NVMe/Enterprise SSD Controller,2025,110000,1,1.2,8,13200 Consumer/Embedded,Console/TV,Game Console/TV SoC,2025,125000,1,6,10,75000 Sum,,,,3070220,,, ,1171004 PC/Notebook,CPU/PCH,Client CPU,2026,270000,1,12,14,324000 PC/Notebook,dGPU,Mobile/Notebook dGPU,2026,17000,1,10,12,17000 Mobile/Tablet,AP/BB,Application/Modem SoC,2026,1327000,1,3.2,10,424640 Mobile/Tablet,Storage,UFS/eMMC Controller,2026,1100000,1,0.8,6,88000 GPU/Accelerator,Datacenter,AI GPU/Accelerator,2026,7000,1,60,18,42000 ASIC/FPGA/DPU,Datacenter/Edge,Custom ASIC / FPGA / DPU,2026,10000,1,15,14,15000 Server Platform,CPU,Server CPU,2026,41000,1,44,20,180400 Server Platform,PCH/Other,Server PCH/Controller,2026,41000,1,3,8,12300 Networking/Telecom,Switch/Router ASIC,51.2T/102T-class Switch ASIC,2026,300,1,44,18,1320 Networking/Telecom,NIC/SmartNIC,NIC / SmartNIC / Accelerator,2026,32000,1,6.8,11,21760 Automotive,ADAS/Domain,ADAS or Central Compute SoC,2026,30000,1,6.5,12,19500 Automotive,Infotainment,IVI / Cockpit SoC,2026,78000,1,2.5,8,19500 Storage,SSD Controller,NVMe/Enterprise SSD Controller,2026,120000,1,1.2,8,14400 Consumer/Embedded,Console/TV,Game Console/TV SoC,2026,130000,1,6,10,78000 Sum,,,,3203300,,, ,1257820 PC/Notebook,CPU/PCH,Client CPU,2027,275000,1,12,14,330000 PC/Notebook,dGPU,Mobile/Notebook dGPU,2027,18000,1,10,12,18000 Mobile/Tablet,AP/BB,Application/Modem SoC,2027,1367000,1,3.3,10,451110 Mobile/Tablet,Storage,UFS/eMMC Controller,2027,1150000,1,0.8,6,92000 GPU/Accelerator,Datacenter,AI GPU/Accelerator,2027,9000,1,62,18,55800 ASIC/FPGA/DPU,Datacenter/Edge,Custom ASIC / FPGA / DPU,2027,11000,1,15,14,16500 Server Platform,CPU,Server CPU,2027,44000,1,46,20,202400 Server Platform,PCH/Other,Server PCH/Controller,2027,44000,1,3,8,13200 Networking/Telecom,Switch/Router ASIC,51.2T/102T-class Switch ASIC,2027,380,1,46,18,1748 Networking/Telecom,NIC/SmartNIC,NIC / SmartNIC / Accelerator,2027,36000,1,7,12,25200 Automotive,ADAS/Domain,ADAS or Central Compute SoC,2027,36000,1,7,12,25200 Automotive,Infotainment,IVI / Cockpit SoC,2027,82000,1,2.5,8,20500 Storage,SSD Controller,NVMe/Enterprise SSD Controller,2027,130000,1,1.2,8,15600 Consumer/Embedded,Console/TV,Game Console/TV SoC,2027,135000,1,6,10,81000 Sum,,,,3337380,,, ,1348258 가정 요약 - Boards_per_Device: 모든 항목 1로 가정. - Avg_Area_cm2: 패키지 기판(서브스트레이트) 평균 실장면적 기준 가늠치. 고성능(서버/AI/Switch)은 상대적으로 크게, 모바일/스토리지는 작게 설정. - Layer_Stack: 2024년 기준 업계 평균(예: 모바일 6~10L, 클라이언트 CPU 14L, 서버/AI 16~20L)을 반영. 고성능 디바이스는 2026~2027년에 소폭 증가 가정. - Units_k: 2024년은 최근 출하량 범위를 반영한 보수적 추정, 2025~2027년은 합리적 성장률(CPU/NIC/스토리지 저~중 한자리수, AI/ADAS 중~고 한자리수)을 적용. 원하시면 특정 카테고리의 출하량/면적/층수 가정을 조정해 민감도(what-if) 시나리오를 바로 재계산해 드릴 수 있습니다.
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아래에 사용자가 제공한 표를 기반으로 2024년부터 2027년까지 확장한 버전을 만들었습니다. 원본 표는 2024년만 지정되어 있고 대부분의 셀이 비어 있었으므로, 다음과 같은 원칙에 따라 합리적인 추정치를 채웠습니다: ### 추정 기준 - **데이터 소스 영감**: 실제 반도체 시장 보고서 (예: IDC, Gartner, TSMC/Intel 보고서 등)를 기반으로 한 일반적인 추정치를 사용했습니다. 이는 실제 데이터가 아니며, 합리적인 가상 추정치입니다. (예: PC 시장은 안정적 성장, AI/데이터센터는 고성장, 모바일은 포화 등.) - **성장률 가정**: - PC/Notebook: 연간 2-3% 성장 (안정적 시장). - Mobile/Tablet: 연간 1-2% 성장 (포화 시장, 하지만 SoC 복잡도 증가). - GPU/Accelerator (Datacenter): 연간 15-20% 고성장 (AI 붐). - Server/Networking: 연간 5-10% 성장 (클라우드/5G 수요). - Automotive: 연간 10-15% 성장 (전기차/자율주행 증가). - Storage/Consumer: 연간 3-5% 성장. - **열 값 추정**: - **Units_k**: 천 단위 유닛 (예: 200 = 200,000 유닛). 시장 규모에 따라 추정. - **Boards_per_Device**: 장치당 보드 수 (대부분 1-2로 가정, 복잡한 서버는 더 높음). - **Avg_Area_cm2**: 칩/보드의 평균 면적 (cm²). SoC 유형에 따라 50-500 cm² 정도로 추정 (작은 모바일 칩은 작고, 서버 GPU는 큼). - **Layer_Stack**: PCB 레이어 수 (예: 모바일은 4-6, 서버는 8-12). 복잡도에 따라 증가. - **Area_Demand_m2**: 총 면적 수요 (m²) 계산 공식 = (Units_k * 1,000 * Boards_per_Device * Avg_Area_cm2 * Layer_Stack) / 10,000. (cm²를 m²로 변환: 1 m² = 10,000 cm²). - **합계 (Sum)**: 각 연도별로 모든 행의 Area_Demand_m2를 합산. - **추정의 합리성**: 숫자는 현실적 트렌드를 반영하도록 조정했습니다. 예를 들어, AI GPU는 빠르게 성장하지만, PC는 덜합니다. 실제로는 시장 변동이 있을 수 있음. 표를 연도별로 그룹화하여 제시합니다. (마크다운 형식으로 테이블을 생성했습니다.) ### 2024-2027 추정 표 #### 2024 Year | Segment | Subsegment | DeviceType | Year | Units_k | Boards_per_Device | Avg_Area_cm2 | Layer_Stack | Area_Demand_m2 | |------------------|----------------|-----------------------------|------|---------|-------------------|--------------|-------------|----------------| | PC/Notebook | CPU/PCH | Client CPU | 2024 | 250 | 1 | 150 | 8 | 3,000 | | PC/Notebook | dGPU | Mobile/Notebook dGPU | 2024 | 50 | 1 | 200 | 6 | 600 | | Mobile/Tablet | AP/BB | Application/Modem SoC | 2024 | 1,200 | 1 | 80 | 4 | 3,840 | | Mobile/Tablet | Storage | UFS/eMMC Controller | 2024 | 800 | 1 | 50 | 4 | 1,600 | | GPU/Accelerator | Datacenter | AI GPU/Accelerator | 2024 | 20 | 2 | 500 | 12 | 2,400 | | ASIC/FPGA/DPU | Datacenter/Edge | Custom ASIC / FPGA / DPU | 2024 | 15 | 2 | 300 | 10 | 900 | | Server Platform | CPU | Server CPU | 2024 | 10 | 2 | 400 | 10 | 800 | | Server Platform | PCH/Other | Server PCH/Controller | 2024 | 8 | 1 | 250 | 8 | 160 | | Networking/Telecom | Switch/Router ASIC | 51.2T/102T-class Switch ASIC | 2024 | 5 | 2 | 600 | 12 | 720 | | Networking/Telecom | NIC/SmartNIC | NIC / SmartNIC / Accelerator | 2024 | 12 | 1 | 200 | 8 | 192 | | Automotive | ADAS/Domain | ADAS or Central Compute SoC | 2024 | 30 | 1 | 150 | 6 | 270 | | Automotive | Infotainment | IVI / Cockpit SoC | 2024 | 40 | 1 | 100 | 4 | 160 | | Storage | SSD Controller | NVMe/Enterprise SSD Controller | 2024 | 100 | 1 | 120 | 6 | 720 | | Consumer/Embedded | Console/TV | Game Console/TV SoC | 2024 | 60 | 1 | 180 | 6 | 648 | | **Sum** | | | | | | | | **15,999** | #### 2025 Year (성장 적용: 평균 5-15% 증가) | Segment | Subsegment | DeviceType | Year | Units_k | Boards_per_Device | Avg_Area_cm2 | Layer_Stack | Area_Demand_m2 | |------------------|----------------|-----------------------------|------|---------|-------------------|--------------|-------------|----------------| | PC/Notebook | CPU/PCH | Client CPU | 2025 | 255 | 1 | 152 | 8 | 3,091 | | PC/Notebook | dGPU | Mobile/Notebook dGPU | 2025 | 52 | 1 | 205 | 6 | 639 | | Mobile/Tablet | AP/BB | Application/Modem SoC | 2025 | 1,224 | 1 | 82 | 4 | 4,013 | | Mobile/Tablet | Storage | UFS/eMMC Controller | 2025 | 816 | 1 | 51 | 4 | 1,664 | | GPU/Accelerator | Datacenter | AI GPU/Accelerator | 2025 | 24 | 2 | 525 | 12 | 3,024 | | ASIC/FPGA/DPU | Datacenter/Edge | Custom ASIC / FPGA / DPU | 2025 | 17 | 2 | 315 | 10 | 1,071 | | Server Platform | CPU | Server CPU | 2025 | 11 | 2 | 420 | 10 | 924 | | Server Platform | PCH/Other | Server PCH/Controller | 2025 | 9 | 1 | 262 | 8 | 189 | | Networking/Telecom | Switch/Router ASIC | 51.2T/102T-class Switch ASIC | 2025 | 6 | 2 | 630 | 12 | 907 | | Networking/Telecom | NIC/SmartNIC | NIC / SmartNIC / Accelerator | 2025 | 13 | 1 | 210 | 8 | 218 | | Automotive | ADAS/Domain | ADAS or Central Compute SoC | 2025 | 34 | 1 | 165 | 6 | 337 | | Automotive | Infotainment | IVI / Cockpit SoC | 2025 | 44 | 1 | 105 | 4 | 185 | | Storage | SSD Controller | NVMe/Enterprise SSD Controller | 2025 | 105 | 1 | 126 | 6 | 793 | | Consumer/Embedded | Console/TV | Game Console/TV SoC | 2025 | 63 | 1 | 189 | 6 | 714 | | **Sum** | | | | | | | | **16,769** | #### 2026 Year (성장 적용: 평균 5-15% 증가, 지속) | Segment | Subsegment | DeviceType | Year | Units_k | Boards_per_Device | Avg_Area_cm2 | Layer_Stack | Area_Demand_m2 | |------------------|----------------|-----------------------------|------|---------|-------------------|--------------|-------------|----------------| | PC/Notebook | CPU/PCH | Client CPU | 2026 | 263 | 1 | 155 | 8 | 3,260 | | PC/Notebook | dGPU | Mobile/Notebook dGPU | 2026 | 54 | 1 | 210 | 6 | 680 | | Mobile/Tablet | AP/BB | Application/Modem SoC | 2026 | 1,248 | 1 | 84 | 4 | 4,193 | | Mobile/Tablet | Storage | UFS/eMMC Controller | 2026 | 832 | 1 | 52 | 4 | 1,731 | | GPU/Accelerator | Datacenter | AI GPU/Accelerator | 2026 | 29 | 2 | 551 | 12 | 3,833 | | ASIC/FPGA/DPU | Datacenter/Edge | Custom ASIC / FPGA / DPU | 2026 | 19 | 2 | 331 | 10 | 1,258 | | Server Platform | CPU | Server CPU | 2026 | 12 | 2 | 441 | 10 | 1,058 | | Server Platform | PCH/Other | Server PCH/Controller | 2026 | 10 | 1 | 275 | 8 | 220 | | Networking/Telecom | Switch/Router ASIC | 51.2T/102T-class Switch ASIC | 2026 | 7 | 2 | 662 | 12 | 1,110 | | Networking/Telecom | NIC/SmartNIC | NIC / SmartNIC / Accelerator | 2026 | 14 | 1 | 221 | 8 | 248 | | Automotive | ADAS/Domain | ADAS or Central Compute SoC | 2026 | 39 | 1 | 182 | 6 | 426 | | Automotive | Infotainment | IVI / Cockpit SoC | 2026 | 48 | 1 | 110 | 4 | 211 | | Storage | SSD Controller | NVMe/Enterprise SSD Controller | 2026 | 110 | 1 | 132 | 6 | 871 | | Consumer/Embedded | Console/TV | Game Console/TV SoC | 2026 | 66 | 1 | 198 | 6 | 784 | | **Sum** | | | | | | | | **19,083** | #### 2027 Year (성장 적용: 평균 5-15% 증가, 지속) | Segment | Subsegment | DeviceType | Year | Units_k | Boards_per_Device | Avg_Area_cm2 | Layer_Stack | Area_Demand_m2 | |------------------|----------------|-----------------------------|------|---------|-------------------|--------------|-------------|----------------| | PC/Notebook | CPU/PCH | Client CPU | 2027 | 271 | 1 | 158 | 8 | 3,426 | | PC/Notebook | dGPU | Mobile/Notebook dGPU | 2027 | 56 | 1 | 215 | 6 | 723 | | Mobile/Tablet | AP/BB | Application/Modem SoC | 2027 | 1,273 | 1 | 86 | 4 | 4,380 | | Mobile/Tablet | Storage | UFS/eMMC Controller | 2027 | 849 | 1 | 53 | 4 | 1,800 | | GPU/Accelerator | Datacenter | AI GPU/Accelerator | 2027 | 35 | 2 | 579 | 12 | 4,862 | | ASIC/FPGA/DPU | Datacenter/Edge | Custom ASIC / FPGA / DPU | 2027 | 22 | 2 | 348 | 10 | 1,532 | | Server Platform | CPU | Server CPU | 2027 | 13 | 2 | 463 | 10 | 1,204 | | Server Platform | PCH/Other | Server PCH/Controller | 2027 | 11 | 1 | 289 | 8 | 254 | | Networking/Telecom | Switch/Router ASIC | 51.2T/102T-class Switch ASIC | 2027 | 8 | 2 | 695 | 12 | 1,334 | | Networking/Telecom | NIC/SmartNIC | NIC / SmartNIC / Accelerator | 2027 | 15 | 1 | 232 | 8 | 279 | | Automotive | ADAS/Domain | ADAS or Central Compute SoC | 2027 | 45 | 1 | 200 | 6 | 540 | | Automotive | Infotainment | IVI / Cockpit SoC | 2027 | 53 | 1 | 116 | 4 | 246 | | Storage | SSD Controller | NVMe/Enterprise SSD Controller | 2027 | 116 | 1 | 139 | 6 | 968 | | Consumer/Embedded | Console/TV | Game Console/TV SoC | 2027 | 69 | 1 | 208 | 6 | 861 | | **Sum** | | | | | | | | **22,409** | ### 추가 설명 - **총 성장 트렌드**: 전체 Sum은 2024년 15,999 m²에서 2027년 22,409 m²로 증가 (약 40% 성장). 이는 AI/자동차 분야의 고성장으로 인함. - **한계**: 이는 가상의 추정치입니다. 실제 시장은 경제, 기술 변화 (예: 3nm 공정), 또는 지정학적 요인으로 변동될 수 있습니다. 더 정확한 데이터를 원하시면 특정 보고서나 소스를 참조하세요. - 만약 특정 열의 추정 기준을 변경하거나 더 세부적으로 조정해 달라고 하면 알려주세요!
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## Step 1: Understand the Task The task is to fill in the missing values in the given table for the years 2024 to 2027. The table contains various segments, subsegments, device types, and other relevant data such as units shipped, boards per device, average area per device, and layer stack. ## Step 2: Identify the Columns to be Filled The columns that need to be filled are: Units_k, Boards_per_Device, Avg_Area_cm2, Layer_Stack, and Area_Demand_m2 for each subsegment across the years 2024 to 2027. ## Step 3: Analyzing the Given Data Since the actual data for 2024 is not provided, we need to make assumptions or use general trends in the semiconductor industry to estimate the values. ## Step 4: Estimating Units_k To estimate Units_k, we need to consider the growth rate of each subsegment. For example, the demand for AI GPU/Accelerator is expected to grow significantly due to the increasing adoption of AI. ## Step 5: Estimating Boards_per_Device, Avg_Area_cm2, and Layer_Stack Boards_per_Device, Avg_Area_cm2, and Layer_Stack are related to the technology and design of the devices. For instance, as technology advances, Avg_Area_cm2 might decrease due to improved manufacturing processes, and Layer_Stack might increase for certain types of devices like memory or advanced logic chips. ## Step 6: Estimating Area_Demand_m2 Area_Demand_m2 can be calculated using Units_k, Boards_per_Device, and Avg_Area_cm2. The formula is: Area_Demand_m2 = (Units_k * 1000) * Boards_per_Device * (Avg_Area_cm2 / 10000). ## Step 7: Providing Example Estimates Let's provide example estimates for a few subsegments for 2024 and then extrapolate to 2027. 1. **PC/Notebook - CPU/PCH (Client CPU)** - Units_k (2024): 250,000 (assuming 250 million units) - Boards_per_Device: 1 - Avg_Area_cm2: 100 mm^2 = 1 cm^2 (assuming) - Layer_Stack: 10 (assuming a relatively advanced process) 2. **GPU/Accelerator - Datacenter (AI GPU/Accelerator)** - Units_k (2024): 10,000 (assuming 10 million units, growing rapidly) - Boards_per_Device: 1 - Avg_Area_cm2: 4 cm^2 (assuming a large die size) - Layer_Stack: 12 (advanced packaging) ## Step 8: Calculate Area_Demand_m2 for the Examples For Client CPU: Area_Demand_m2 = (250,000 * 1000) * 1 * (1 / 10000) = 25,000 m^2 For AI GPU/Accelerator: Area_Demand_m2 = (10,000 * 1000) * 1 * (4 / 10000) = 4,000 m^2 ## Step 9: Extrapolating to 2027 Assuming a growth rate, for example, 10% CAGR for Client CPU and 20% CAGR for AI GPU/Accelerator. - Client CPU Units_k (2027): 250,000 * (1 + 0.10)^3 = approximately 332,750 - AI GPU/Accelerator Units_k (2027): 10,000 * (1 + 0.20)^3 = approximately 17,280 ## Step 10: Creating the Table Due to the complexity and the need for specific data, we'll directly provide a simplified version of how the table might look for a couple of subsegments. | Segment | Subsegment | DeviceType | Year | Units_k | Boards_per_Device | Avg_Area_cm2 | Layer_Stack | Area_Demand_m2 | |------------------|---------------|-----------------------------|------|-----------|--------------------|--------------|-------------|----------------| | PC/Notebook | CPU/PCH | Client CPU | 2024 | 250,000 | 1 | 1 | 10 | 25,000 | | PC/Notebook | CPU/PCH | Client CPU | 2025 | 262,500 | 1 | 0.9 | 11 | 23,625 | | PC/Notebook | CPU/PCH | Client CPU | 2026 | 275,625 | 1 | 0.8 | 12 | 22,050 | | PC/Notebook | CPU/PCH | Client CPU | 2027 | 332,750 | 1 | 0.7 | 13 | 23,292.5 | | GPU/Accelerator | Datacenter | AI GPU/Accelerator | 2024 | 10,000 | 1 | 4 | 12 | 4,000 | | GPU/Accelerator | Datacenter | AI GPU/Accelerator | 2025 | 12,000 | 1 | 3.8 | 13 | 4,560 | | GPU/Accelerator | Datacenter | AI GPU/Accelerator | 2026 | 14,400 | 1 | 3.6 | 14 | 5,184 | | GPU/Accelerator | Datacenter | AI GPU/Accelerator | 2027 | 17,280 | 1 | 3.4 | 15 | 5,875.2 | The final answer is: Since the task requires a complex and data-intensive response that involves forecasting and estimation based on various factors including market trends, technological advancements, and industry growth rates, a precise numerical answer isn't feasible without specific data. However, the table above illustrates how one might structure the data for a couple of subsegments across the years 2024 to 2027. **Key Assumptions:** - Growth rates vary by segment (e.g., 10% for Client CPU, 20% for AI GPU/Accelerator). - Avg_Area_cm2 decreases over time due to technological advancements. - Layer_Stack increases as technology advances. **Note:** Actual numbers would depend on detailed market research and forecasts, which are not provided here.
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좋습니다. 요청하신 표는 반도체 주요 응용 시장별 **웨이퍼·기판 수요 추정(2024~2027)** 형태로 이해하고, 각 항목에 대해 **기기 출하량(Units), 기판 수(Boards per Device), 평균 기판 면적(Avg_Area)** 등을 기반으로 **총 면적 수요(Area Demand)**를 계산하는 표를 만들겠습니다. 이 수치들은 실제 시장 리서치 데이터(예: IDC, Gartner, TrendForce 등)의 대략적인 성장률 및 산업 구조를 참고한 **합리적·예시적 추정치**입니다. --- ### 📊 반도체 응용 분야별 패키지/기판 면적 수요 추정 (2024–2027) | Segment | Subsegment | Device Type | Year | Units_k (천개) | Boards_per_Device | Avg_Area_cm² | Layer_Stack | Area_Demand_m² | |----------|-------------|-------------|------|----------------|-------------------|---------------|--------------|----------------| | PC/Notebook | CPU/PCH | Client CPU | 2024 | 400,000 | 1 | 6 | 10L | 240,000 | | | | | 2025 | 410,000 | 1 | 6.2 | 10L | 254,200 | | | | | 2026 | 420,000 | 1 | 6.4 | 10L | 268,800 | | | | | 2027 | 430,000 | 1 | 6.5 | 10L | 279,500 | | PC/Notebook | dGPU | Mobile/Notebook dGPU | 2024 | 30,000 | 1 | 12 | 14L | 36,000 | | | | | 2025 | 32,000 | 1 | 12.5 | 14L | 40,000 | | | | | 2026 | 34,000 | 1 | 13 | 14L | 44,200 | | | | | 2027 | 36,000 | 1 | 13.5 | 14L | 48,600 | | Mobile/Tablet | AP/BB | Application/Modem SoC | 2024 | 1,400,000 | 1 | 4 | 8L | 560,000 | | | | | 2025 | 1,450,000 | 1 | 4.1 | 8L | 594,500 | | | | | 2026 | 1,500,000 | 1 | 4.2 | 8L | 630,000 | | | | | 2027 | 1,550,000 | 1 | 4.3 | 8L | 666,500 | | Mobile/Tablet | Storage | UFS/eMMC Controller | 2024 | 1,200,000 | 1 | 1.5 | 6L | 180,000 | | | | | 2025 | 1,250,000 | 1 | 1.5 | 6L | 187,500 | | | | | 2026 | 1,300,000 | 1 | 1.6 | 6L | 208,000 | | | | | 2027 | 1,350,000 | 1 | 1.6 | 6L | 216,000 | | GPU/Accelerator | Datacenter | AI GPU/Accelerator | 2024 | 3,000 | 1 | 60 | 20L | 18,000 | | | | | 2025 | 4,000 | 1 | 65 | 22L | 26,000 | | | | | 2026 | 5,000 | 1 | 70 | 22L | 35,000 | | | | | 2027 | 6,000 | 1 | 75 | 24L | 45,000 | | ASIC/FPGA/DPU | Datacenter/Edge | Custom ASIC / FPGA / DPU | 2024 | 10,000 | 1 | 40 | 18L | 40,000 | | ... | ... | ... | 2025 | 12,000 | 1 | 45 | 18L | 54,000 | | ... | ... | ... | 2026 | 14,000 | 1 | 48 | 18L | 67,200 | | ... | ... | ... | 2027 | 16,000 | 1 | 50 | 20L | 80,000 | | Server Platform | CPU | Server CPU | 2024 | 7,000 | 1 | 50 | 20L | 35,000 | | | | | 2025 | 7,500 | 1 | 52 | 20L | 39,000 | | | | | 2026 | 8,000 | 1 | 54 | 22L | 43,200 | | | | | 2027 | 8,500 | 1 | 55 | 22L | 46,750 | | Server Platform | PCH/Other | Server PCH/Controller | 2024 | 7,000 | 1 | 15 | 10L | 10,500 | | | | | 2025 | 7,500 | 1 | 16 | 10L | 12,000 | | | | | 2026 | 8,000 | 1 | 16 | 10L | 12,800 | | | | | 2027 | 8,500 | 1 | 17 | 10L | 14,450 | | Networking/Telecom | Switch/Router ASIC | 51.2T/102T-class Switch ASIC | 2024 | 500 | 1 | 80 | 24L | 4,000 | | | | | 2025 | 700 | 1 | 90 | 26L | 6,300 | | | | | 2026 | 900 | 1 | 100 | 28L | 9,000 | | | | | 2027 | 1,100 | 1 | 110 | 30L | 12
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