Chiplet Markets Are Rising: Where and When?

By Tom Hackenberg, Principal Analyst, Yole Group and Ying-Wu Liu, Technology/Cost Analyst, Yole SystemPlus

Chiplets allow designers to break up the design of large chips into smaller units. The advantages are shorter design time, lower cost, easier drop-in inclusion of already available designs, increased modularity and scalability, and fewer manufacturing defects. Chiplets allow for ready inclusion of analog and other accessory circuits, proven designs from previous nodes, and designs from other technologies. Obviously, the major issue is integrating all the chiplets together. This requires high-speed buses to avoid latency and maximize throughput, interconnection patterns, and often an interposer to provide connections between chiplets. The drop-in approach should eventually lead to a large ecosystem including chiplet libraries, IP, stores, and exchanges.

Introduction
What constitutes a “chiplet” ?
Why is the Chiplet Market Rising? 
End System for Chiplets  -  Consumer Product – Smartphone 
End System for Chiplets  - Consumer Product – Smartphone SoC
End System for Chiplets  - Automotive SoC
End System for Chiplets -  PC - Intel
Example in the Market - PC - Apple
Example in the Market - PC (Ryzen 7 5800) - AMD
Example in the Market - Ryzen 7 5800 Processor Manufacturing Supply Chain
Example in the Market - Server - AMD
Example in the Market - Server - NVIDIA
Example in the Market - Mining ASIC – Sunlune Jasminer X4-Q
Where are the Interconnect Trends Happening?
Where is the packaging growth?
Where are the top device markets for chiplets?
HBM is another crucial chiplet market
Data Centers are tethered to chiplet success
Generative AI accelerates chiplet demand
Conclusion