本报告围绕全球及中国SerDes IP及相关互连芯片行业展开系统性分析，覆盖行业基础定义、技术架构、产品分类、产业链结构、市场规模、竞争格局、下游应用及未来发展趋势等核心内容。
在AI算力需求高速增长的推动下，数据中心基础设施持续升级，算力芯片与高速互连之间的带宽瓶颈加速凸显，SerDes IP及相关高速互连芯片成为支撑AI服务器、交换机、AEC铜缆及光模块高速互联的关键底层技术。随着112G及以上高速SerDes技术逐步成熟，产业正由传统速率向100G/112G等更高速率演进，带动高速通信链路全面升级。
SerDes IP作为芯片级高速串行/解串核心模块，广泛嵌入ASIC、AI加速芯片、交换芯片及光通信DSP中，是构建数据中心“算力互联网络”的底层核心组件。与之配套的Retimer、AEC高速铜缆控制芯片及光模块oDSP共同构成高速互连芯片体系，覆盖从芯片内部互连到机架级、数据中心级通信链路的全场景需求。
竞争格局方面，全球市场长期由Broadcom、Marvell、Cadence、Synopsys等国际厂商主导，中国厂商在高速SerDes IP及Retimer、光模块oDSP等领域加速追赶，逐步在中低速及部分高速场景实现国产替代突破。
未来随着AI算力集群规模扩大、800G/1.6T光互连普及以及共封装光学等新架构逐步落地，SerDes IP及相关互连芯片将持续向更高速率、更低功耗、更高集成度方向演进，并成为AI数据中心基础设施升级的核心驱动力之一，长期支撑全球算力网络的高密度互联与高效传输。
This report analyzes the global and China SerDes IP and interconnect chip industry, covering definitions, technology architecture, market structure, competitive landscape, and key application scenarios.
Driven by rapid growth in AI computing demand, data center bandwidth requirements are rising sharply, with SerDes IP and related high-speed interconnect chips becoming critical enabling technologies for AI servers, switches, AEC copper links, and optical modules. The industry is transitioning toward 100G/112G+ SerDes standards, accelerating upgrades in high-speed connectivity.
As a core high-speed serializer/deserializer IP, SerDes is widely embedded in ASICs, AI accelerators, switches, and optical DSPs. Together with Retimers, AEC controllers, and optical oDSPs, it forms the backbone of data center interconnect infrastructure, enabling end-to-end high-speed communication.
The global market is dominated by Broadcom, Marvell, Cadence, and Synopsys, while Chinese players are advancing in SerDes IP, Retimers, and optical DSPs, achieving gradual breakthroughs in selected segments.
Looking ahead, AI cluster expansion, 800G/1.6T adoption, and CPO-based architectures will continue driving SerDes IP toward higher speed, lower power, and greater integration, making it a foundational enabler of AI data center interconnect evolution.
如果您对全球及中国SerDes IP及相关互连芯片市场有进一步的研究需求，请联系我们：
沙利文 程女士
E-mail: jenny.cheng@frostchina.com
