Under two-way squeezing, will 16-bit MCU become invisible?
Terminal intelligence continues to upgrade, the MCU market as a whole is iterating towards 32-bit, and the 8-bit and 16-bit product space continues to shrink.Among themAlthough the performance of 16-bit MCU is better than that of 8-bit, the situation is more passive, under the double squeeze of 32-bit dropping and 8-bit clinging, it seems that it is about to become invisible, but in fact it can still find new opportunities through differentiated positioning.
1. Prominent disadvantages in cost performance: two-way squeeze at both ends
8-bit MCU sticks to the bottom line of cost and squeezes upwardWith its extremely low cost and low power consumption, 8-bit MCUs firmly occupy cost-sensitive scenarios such as low-end home appliances and toys. At the same time, process upgrades have greatly improved high-end 8-bit performance and can directly replace some 16-bit applications. With a huge existing ecosystem, 8-bit MCUs still occupy a considerable market share. Microchip, Infineon, Renesas and other manufacturers continue to deploy 8-bit product lines.
32-bit MCU prices plummetThe price of 32-bit MCUs continues to fall, performance and power consumption continue to be optimized, and the price/performance ratio comprehensively catches up with 16-bit MCUs.Taking ST as an example, the STM32C0 launched in 2023 is priced as low as $0.21. It faces 8-bit competition with 32-bit performance and directly diverts the original 16-bit users; the mature 32-bit ecosystem also makes manufacturers more willing to focus on this track and further compress the 16-bit living space.
2. Domestic manufacturers gather in 32 companies, while investments in 16 companies continue to decrease.
The maturity of semiconductor technology has lowered the research and development threshold for 32-bit MCUs. Domestic manufacturers have focused on the 32-bit market. GigaDevice, Smart Micro, Jighai Semiconductor and other benchmark imported products cover consumer, industrial, automotive, medical and other fields.
Superimposed on the demand for local terminal intelligence, the ARM and RISC-V architecture ecology is complete, and 32-bit has become the industry consensus, which not only meets current needs, but also leaves room for upgrades.Texas Instruments’ previous withdrawal from China’s MCU research and development was directly related to the decline in competitiveness of its 16-bit MSP430 and its shift in focus to 32-bit.
3. Before the 16-bit MCU retires: differentiation becomes the only way out
There is still a strong need for existing scenariosIn long-life cycle fields such as industrial sensors, medical equipment, and automotive power transmission, 16-bit MCUs still maintain stable applications due to the stability of the solution, and are difficult to be quickly replaced in the short term.
Characteristics of slot segmentation and misaligned competition16-bit MCU can accurately position the card
Better performance than 8-bit, smaller package / lower power consumption than 32-bitsegmentation needs.For example, Renesas will launch the RL78/G15 series in 2023, replacing 8-bit with 16-bit for the home appliance market. It will improve performance and make up for peripheral shortcomings while ensuring cost-effectiveness and taking a differentiated route.
Summary
Although it is difficult for 16-bit MCUs to return to the mainstream due to squeeze from both directions, they will not be completely invisible.Abandoning all-out competition and focusing on segmented scenarios for differentiation and high cost performance will be the core logic of its long-term survival; and the MCU market will also form a more segmented product pattern in the misaligned competition of 8-bit, 16-bit, and 32-bit.