Microcontroller Market Monitor Q2 2021

© 2021
From Technologies to Markets
Sample
Microcontroller
Market Monitor
2021 Q2
Automotive Feature
Edition

2
Biographie & contact
Microcontroller Quarterly Market Monitor | Q2 2021 | Sample | www.yole.fr | © 2021
ABOUT THE AUTHOR
Tom Hackenberg
As 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.
Tom is an industry leading expert reporting on markets for semiconductor processors including CPUs, MPUs, MCUs and DSPs, SoCs, GPUs and
discrete accelerators, FPGAs and configurable processors since 2006. Tom is also well-versed in related technology trends including AI and edge
computing, IoT, heterogeneous processing, chiplets, as well as vertical markets like Automotive, Computing and Telecommunications where processor
trends play a significant role.
Tom worked with market-leading processor suppliers developing both syndicated and custom research. He holds a BSEE/BSECE from the University
of Texas at Austin specializing in Processors and FPGAs.
Contact:Tom.Hackenberg@Yole.fr

TABLE OF CONTENTS
MCU MARKET OVERVIEW 3
▪ Executive Summary 4
▪ Introduction 8
▪ Methodology 10
▪ Definitions and Assumptions 11
MARKET SIZE AND FORECASTS 17
▪ Overall Market Summary 18
▪ Automotive (Featured Discussion) 27
▪ Mobility Featured Discussion 41
▪ Other Markets 53
▪ Consumer 53
▪ Personal Data Processing 57
▪ Smartcard & Secure MCU 61
▪ Enterprise Data Processing 66
▪ Telecommunications Infrastructure 70
▪ Defense and Aerospace 74
▪ Medical 78
▪ Industrial and Other 82
REGIONAL MCU BOOKINGS 87
▪ By MCU Class 88 - 94
DESIGNTRENDS 95
▪ Embedded Memory Density 98
▪ Voltage and Frequency 100
▪ Primary Function 102
▪ Technology Ecosystem 104
COMPETITIVE LANDSCAPE 107
▪ Top 10 Rankings 108
▪ Overall MCU Companies 109
▪ 4/8/16-bit Class 110
▪ 32-bit Class 111
▪ High-Reliability Class 112
▪ Multimarket Class 113
▪ Secure MCU Class 114
▪ Top 5 in Rankings 115
▪ By MCU Market 115-124
MCU DESIGNER PROFILES 125
▪ Ranked MCU Designer Profile 126
▪ 1st Rank Profile 127
▪ 2nd Rank Profile 129
▪ 3rd Rank Profile 131
▪ 4th Rank Profile 133
MCU PRODUCTION 147
▪ Process andWafer Production 148
▪ Foundry MCU Capex 153
▪ MCU Fabrication 155
▪ Composite of IDM Production 156
▪ Foundry Unit Production 157
▪ Foundry Wafer Production 158

Microcontroller Quarterly Market Monitor | Q2 2021 | Sample | www.yole.fr | © 2021 4
Welcome to the Premier ofYole Développement’s Microcontroller Monitor, this is the 2021 Q2 Edition.This
service is a presentation of the market for microcontrollers comprised of a data rich quantitative Excel
database and this qualitative and visual view of that data in the over 150 pages of this report.
For your convenience, this page briefly summarizes top level data from the monitor followed by a few graphic
overviews to visualize the market.
• 2020 – Microcontroller Global Market Revenue: $XX billion USD
• 2026 – Microcontroller Global Market Revenue: $XX billion USD
• 2020 to 2026 Revenue CAGR is XX %
• 2020 – Microcontroller Global Market Shipments: XX billion units
• 2026 – Microcontroller Global Market Shipments: XX billion units
• 2020 to 2026 Unit Shipment CAGR is XX %
• 2020 to 2026 Average Selling Price CAGR is XX %
• 2020 – 4/8/16 bit market share XX %, 32-bit share XX %
• 2026 – 4/8/16 bit market share XX %, 32-bit share XX %
• 2020 – Top 5 MCU Markets by Revenue Share: Market 1 XX % Market 2 XX %, Market 3 XX %, Market 4
XX % Market 5 XX %
• 2026 – Top 5 MCU Markets by Revenue Share: Market 1 XX % Market 2 XX %, Market 3 XX %, Market 4
XX % Market 5 XX %
• 2020 – Top 5 MCU Designers by Revenue Share: Company A XX %, Company B XX %, Company C XX %,
Company D XX % Company E XX %
EXECUTIVE SUMMARY

2019 2020 2021 2022 2023 2024 2025 2026
Overall MCU Market Revenue Forecast $(M) with 2020 to 2026 CAGR of X.X%
Total MCU Revenue
EXECUTIVE SUMMARY
2019 2020 2021 2022 2023 2024 2025 2026
Overall MCU Market Shipment Forecast (M) with 2020 to 2026 CAGR of X.X%
Total MCU Shipments
Revenue
$(M)
USD
Shipments
(M)
Units

2020 Bit Class Revenue Share
4/8/16-bit 32-bit
EXECUTIVE SUMMARY
2020 Leading Market Revenue Share
Market 1 Market 2 Market 3 Market 4 Market 5 Market 6
2026 Bit Class Revenue Share
4/8/16-bit 32-bit
2026 Leading Market Revenue Share
Market 1 Market 2 Market 3 Market 4 Market 5 Market 6
As the MCU market grows from $XXB in 2020 to $XXB in 2026, performance design trends align with performance market growth
XX% XX% XX%
XX%
XX%
XX%
XX%
XX%
XX%
XX%
XX%
XX%
XX%
XX%
XX%
XX%

EXECUTIVE SUMMARY
Company A
Company B
Company C
Company E
Company D Company F Company G
Company H
Company I
Company J
Rest of Market
Autre
2019TopTen Overall MCU Rev Share
Company A
Company B
Company C
Company D
Company E
Company F Company G
Company H
Company I
Company J
Rest of Market
Autre
2020TopTen Overall MCU Rev Share
In 2020, the $XXB MCU market is dominated by the top 5 designers which supply over 80% of the MCU Market
XX%
XX%
XX%
XX%
XX%
XX%
XX%
XX%
XX%
XX%
XX%
XX%
XX%
XX%
XX%
XX%
XX%
XX%
XX%
XX%
XX%
XX%
XX%
XX%

INTRODUCTION
Welcome
Introducing the Microcontroller MonitorTracker fromYole Développement.This is the 2021 Q2 Edition and the premier edition of this service.
The goal of this service is to provide a comprehensive supply chain view of the microcontroller (MCU) market by providing the essential data
enabling well-informed actionable decisions for all participants in the microcontroller value chain.
About this Monitor
The scope of this report includes quarterly data from the prior, current and next year forecast. It provides annual data from the prior two years,
current year and next five-year forecast for key market metrics including MCU Class, Market, and Applications in terms of Revenue, Shipments and
Average Selling Price.
It also provides key value chain characteristics including design attributes, list of suppliers, market leaders and shares, leader profiles. It provides
manufacturing data and the relationship of MCU process node, manufacturing share, and wafer starts.
Before diving into the rich data presented in the accompanying database, please allow us to present some background for your convenience.This
introductory section will provide some context of the research and define some of the terms and classifications to better understand the value of
the data presented.
Following the definitions, there will be a discussion of some of the current key trends in the overall market.Then the report will provide more
depth into classes and markets.We’ll delve into the design features.We’ll present the competitive landscape with details on the leading MCU
suppliers.We will then round out the monitor report with a discussion of the relationship between the MCU landscape and Integrated Design
Manufacturers (IDM) and Foundry services.
Featured Content
Each edition of the monitor will provide an expanded discussion of one or more markets or trends to provide even greater depth of
understanding of MCUs in that scope.This edition features an in-depth look at the closely related markets of Automotive and Mobility.

This monitor will provide quarterly updates.With each update, the
report will present a featured topic for detailed and in-depth analysis
of the important trends in the context of the featured presentation.
This edition, Q2, of the Microcontroller Monitor features and in-depth
look at the applications in Automotive and Mobility, with highly related
market trends.
In our next edition, Q3, we will review the highly evolving trend for
Smartcards and Secure MCUs in the context of their strong
relationship with Personal Data Processing.
In Q4, the plan is to go more in-depth on the wide variety of
Consumer products discussing ‘smart’ products, the strategy of
optimizing time-to-market, point-of-sale pricing, brand identification
and other Consumer trends.
Each Edition will also provide updates that highlight any significant
changes that have been made and what assumptions or risks may have
led to the update.
Analyst Access
Subscribers of this service are encouraged to contact the author with
questions or discussions of the data presented in the monitor, requests
for upcoming featured topics, or any recommendations on the content
or structure of the monitor.
INTRODUCTION

INTRODUCTION
Methodology
This Monitor Service is the culmination of over a decade’s research specifically on the microcontroller market. It is an integral
part ofYole Développement’s portfolio of highly insightful and technically thorough Semiconductor and Software Division
building on the web of semiconductor knowledge.The diagram below shows the quality control standards for production. It is
important to also understand that we target between 15 and 30 interviews per quarter to maintain firsthand knowledge with
MCU supply chain participants to keep the topics presented fresh and relevant for our subscribers.

Definitions andTreatments
Microcontroller (MCU) – A highly cost, power, and area optimized processor for use in
very resource constrained systems. The primary characteristics distinguishing a
microcontroller from other processors are: the presence of on-chip memory, the
presence of a variety or application specific input/output interconnects, the ability to load
a program onto bootable read-only or nonvolatile memory (usually integrated in the
MCU) and allow that program to run beginning at power on without the need of an
operating system. Microcontrollers are frequently recognizable because their cores are
named or labelled as controller cores, having a simpler integrated development
environment to program and a more limited instruction set as compared to
microprocessors, system-on-chip and more application specific processors and
coprocessors.Advanced MCUs can have attributes of higher performing processors such
as multiple cores, integrated coprocessing cores and subsystems, but these are rarer and
still target highly constrained systems. Besides being very capable of operating in
constrained applications, the verifiability and durability of these basic processors can
make them more desirable even for applications that have fewer constraints and require
more performance.
4/8/16-bit and 32-bit Class – a description of the maximum size of a piece of data that
can be transferred or operated on in a clock cycle. It can limit the data coming into or
leaving the processor per clock cycle and limit the size of operation that can be worked
in a clock cycle. Blocks of data too large may have to be broken down into smaller blocks
leading to inefficiencies, so the choices of hardware and software for an application are
typically correlated.This means the higher the bit-class the better suited for more
complex mathematical equations and larger memory addressing.This greater versatility
often comes at the cost of energy, area and price, but the differences in characteristics
between these two classes has narrowed substantially in recent years. So far there has
been insufficient interest in increasing MCU complexity to 64-bit.
INTRODUCTION
Images Courtesy of Components 101
https://components101.com/article/difference-between-8-bit-16-bit-and-32-
bit-microcontrollers

High-Reliability Class –The high-reliability design class is an affiliation between the
characteristics of a specific group of processors and the business line of the processor
designer.The characteristics of high-reliability are resistance to errors and breakdowns due
to heat, vibration, electromagnetic interference, prolonged use, exposure to radiation and
similar strengths.It is usually achieved by careful design, improved packaging, and cherry
picking the highest validations from the manufacturing lots. Historically, these processors may
have been and may still be referred to as automotive grade, military spec, rad hardened, and
various other application related names. It is significant to the MCU Monitor because many
MCU designers build costly manufacturing and business line strategies around optimizing
these characteristics in order to win lucrative contracts for these pricier application-specific
MCUs that also happen to supply long life cycle equipment.
Secure MCU Class – At the exact opposite end of the spectrum from High-Reliability is
the Secure MCU Class which is also and affiliation between the characteristics of a specific
group of processor and the business line of the processor designer. In this case, the Secure
MCU Class is targeting s highly disposable device market with very stripped-down versions
of an MCU.That is not to say that the MCU is poor quality, but it has a smaller instruction
set, small memory footprint, a small count of specific I/O and almost no packaging.The
market that uses this highly cost optimized MCU are smartcards including SIM, bankcard, ID
cards and even some embedded applications.The companies that participate in this market
quite often have very specific manufacturing processes that differ from other classes of MCU
just to service this very simple, yet high volume market. It has fewer barriers to entry and is
very attractive for startups.The expertise behind the crypto engine that is functionally the
application the entire MCU is optimized for, is also being drawn on for more embedded
secure elements.This is likely to be a strong migration as the smartcard market wains.
INTRODUCTION
Images Courtesy of DigiKey
https://digikey.com

Multimarket Class –Where the business lines in High-Reliability and Secure MCU
Classes have aligned with very application-specific specialized manufacturing strategies.
The multimarket class is designed to fit the needs of a wide variety of applications. It
includes both general purpose MCUs where the same product may be used across
multiple markets and application-specific MCUs where the manufacturing strategy is
more common, but the MCU featured characteristics have been optimized to be
attractive for specific applications.The majority of MCUs fall in this class.
Market –The report is divided into ten vertical markets (defined later). Market is an
arbitrary term to collect groups of dissimilar products into smaller, more manageable
and actionable groups. Markets are typically chosen by a grouping of end-equipment that
share some commonality that influences the entire supply chain. It influences sales
outlets, OEM groups, design strategies and even manufacturing.These markets can
further be subdivided by applications which is a further refinement of commonality.
Class relationship to market – It is unrealistic to try to track every product line and
chip produced by specific classes and characteristics, so models are made and validated
to best represent the trends characterizing the market. One of those model features is
to treat specific applications as mostly targeted by specific MCU Classes such as
Automotive Powertrain application as being a market demanding High-Reliability MCUs.
The model holds mostly true but there are going to be exceptions where for whatever
reason, an equipment manufacturer may choose a design that does not adhere to the
model. In the end, the exceptions do not invalidate the points that the data are
presenting because the outliers tend to average out.
The graphs on the next page are provided as a visual aid to express the common
relationship between Classes, Markets and Applications for Microcontrollers with the
respective market shares intact.
INTRODUCTION
Image Courtesy of Infineon
https://infineon.com

INTRODUCTION TO MCU CLASS, MARKET & APPLICATION STRUCTURE
Graphic Depiction of 2020 MCU Revenue Structures*
* See associated Excel database for complete legible list of structures

INTRODUCTION
Markets

GENERAL MARKET OVERVIEW
Major MarketTrends
Covid 19 – Pandemic impacts the global economy.
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laborum.
Supply chain disruption – Not really an automotive semiconductor shortage
laborum.
laborum.
laborum.
Pricing – New pricing growth trends.
laborum.

Major MarketTrends
AI – Not just for cars and data centers
laborum..
Electrification and Intelligence – Automotive leads market growth for MCUs
laborum..
laborum.
RISCV – Mainly custom for now.
laborum.

General MarketTrends
Hybrid MCUs – Classifying processors is not an exact science.
PerformanceTrends – 32-bit to grow even more dominant.
High-reliability & Secure MCU Classes
General Market Forecast Overview
The following section offers a graphical quantitative overview of these general class and market trends. Specific detailed market trends follow.

Overall Quarterly Rev $(M) USD
High Reliability MCU Multimarket MCU Secure MCU
OVERALL MARKET SUMMARY
2019 2020 2021 2022 2023 2024 2025 2026
Overall Annual Rev $(M) USD
Overall Quarterly Shpmt (M) Units
2019 2020 2021 2022 2023 2024 2025 2026
Overall Annual Shpmt (M) Units
2020 to 2026 CAGR X.X%
2020 to 2026 CAGR X.X%
Q/Q X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% Y/Y X.X% X.X% X.X% X.X% X.X% X.X% X.X%
Y/Y X.X% X.X% X.X% X.X% X.X% X.X% X.X%
Q/Q X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X%

23
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SalesTeam
for more
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Neuromorphic Computing
and Sensing 2021
Processor Quarterly Market
Monitor
Artificial Intelligence Computing
for Automotive 2020
Microcontroller Quarterly Market Monitor | Q2 2021 | Sample | www.yole.fr | © 2021
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Email: leroy@yole.fr
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