CXL PCIe 6.0 PHY IP 시장 : 시장 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the CXL pCIe 6.0 PHY IP market size is projected to be USD 112.60 million in 2025, USD 146.30 million in 2026, and reach USD 524.80 million by 2031, growing at a CAGR of 29.11% from 2026 to 2031.

This report is Segmented by Offering (Standalone PCIe 6. 0 / CXL 3. X PHY IP, Integrated PHY Subsystem IP, and More), Protocol (PCIe 6. 0 PHY IP - PCIe-Only, and More), Process Node (3 Nm and Below, and More), IP Configuration (Single-Lane PHY IP, and More), End Use (General-Purpose Data Center and Cloud Servers, and More), and Geography. The Market Forecasts are Provided in Terms of Value (USD).

Global CXL PCIe 6.0 PHY IP Market Trends and Insights

Rapid AI Accelerator and Hyperscale Coherent Memory Demand

AI accelerator SoC programs have become the main buying trigger for the CXL PCIe 6.0 PHY IP market, and they now carry more weight than a normal server refresh cycle. Hyperscale operators need 64 GT/s lane performance because larger AI clusters place much heavier pressure on memory movement, cache coherence, and rack-scale bandwidth than earlier cloud workloads. CXL 3.0 strengthened that case by extending coherent memory behavior over the PCIe 6.0 physical layer, which made the shared PHY more important in new accelerator designs. Published 2025 research also showed that CXL-attached DRAM with full-duplex channels delivered 55-61% higher bandwidth at balanced read and write ratios than flat DDR5 setups, which gave system architects a more direct performance reason to specify CXL-enabled interfaces. The CXL PCIe 6.0 PHY IP market is benefiting because every accelerator, switch, or memory controller built around that architecture still needs a licensable high-speed physical interface. As AI system design shifts from simple compute scaling to memory-aware scaling, the CXL PCIe 6.0 PHY IP market is seeing stronger pull from programs that want both bandwidth and coherency in a single IP decision.

PCIe 6.0 And CXL Convergence in Next-Generation SoCs

The convergence of PCIe 6.0 and CXL 3.x has turned two earlier procurement paths into one, and that has made the CXL PCIe 6.0 PHY IP market more valuable at the PHY layer. Designers that support both standards in one SoC can now reduce duplication in area and power, which makes a combined PHY block more attractive than separate implementations. Cadence reinforced that direction in June 2025 when it extended its Samsung Foundry relationship to include PCIe 6.0 and CXL 3.2 PHY and controller IP on advanced Samsung nodes. Alphawave Semi also showed commercial demand for converged I/O when it taped out a multi-protocol connectivity chiplet that supports PCIe 6.0, CXL 3.1, and 800G Ethernet in mixed modes. Synopsys then demonstrated PCIe 6.x interoperability with Broadcom's PEX90000 switch at 64 GT/s in June 2025, which showed that the surrounding compliance and interoperability stack was becoming more practical for real design wins. The CXL PCIe 6.0 PHY IP market is therefore being pushed not just by protocol demand, but by a broader design preference for unified physical interfaces that reduce integration risk.

High Validation Cost for PCIe 6.0 PAM4 PHY Compliance

Validation remains one of the clearest brakes on the CXL PCIe 6.0 PHY IP market because 64 GT/s PAM4 testing needs more expensive tools and more engineering time than earlier PCIe generations. PCIe 6.0 compliance requires different measurement methods and protocol-specific patterns, which adds complexity for transmitter, jitter, and stressed-eye validation. Synopsys responded with an official PCIe 6.x Gold System for pre-FYI compliance testing, but the value of that environment is highest for customers already working with top-tier IP ecosystems. Smaller design teams can struggle to justify the tool cost, lab time, and repeated characterization work that accompany a first PAM4 tapeout. The CXL PCIe 6.0 PHY IP market therefore remains skewed toward large hyperscale and AI-related programs that can absorb that burden more easily. Until broader host availability and test maturity improve, validation cost will continue to slow expansion into second-tier customer groups.

Other drivers and restraints analyzed in the detailed report include:

1. Shift To PAM4 and Advanced SerDes IP Outsourcing
2. Need For Lower-Latency Memory Disaggregation in Data Centers
3. Limited Design Wins Outside Tier 1 Hyperscale and AI Programs

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Standalone PCIe 6.0 and CXL 3.x PHY IP held 44.13% of revenue in 2025, which made it the leading offering in the CXL PCIe 6.0 PHY IP market. That position reflects the preference of advanced SoC teams for modular PHY blocks that can connect with their own controllers or selected third-party logic. Many large chip programs still want freedom at the controller layer because that gives them more control over system architecture, security, workload tuning, and foundry migration. The standalone model also fits well with hyperscaler design strategies that avoid overdependence on a single subsystem stack. In the CXL PCIe 6.0 PHY IP market, that keeps demand high for licensable cores backed by characterization data, compliance support, and process-porting experience. Verification, compliance, and characterization collateral have also become more important inside the standalone category because PAM4 validation can materially lengthen time to deployment. Synopsys highlighted that need with its PCIe 6.x Gold System approach, which gave customers an earlier compliance path before broad commercial host availability. That kind of collateral raises the value of a standalone license because it reduces uncertainty beyond the circuit block itself. It also helps explain why premium PHY vendors can defend pricing even when modular licensing seems simpler on paper. In practice, the leading standalone offer is no longer just a PHY macro, but a risk-managed entry point into high-speed product execution.

Integrated PHY subsystem IP is projected to grow at a 29.89% CAGR through 2031, which makes it the fastest-growing offering in the CXL PCIe 6.0 PHY IP market. This shift reflects a different buyer profile, especially teams handling first-generation PCIe 6.0 or CXL programs with limited internal PAM4 expertise. A bundled controller and PHY shortens integration cycles, reduces debugging overlap across suppliers, and moves more system responsibility to the IP licensor. That model is increasingly attractive for CXL memory controller ASICs, retimers, and DPU programs where the schedule risk of a fragmented stack is high. Cadence's continued expansion of process-specific PCIe 6.0 and CXL PHY and controller support for Samsung Foundry shows how integrated offerings are becoming more tailored to specific manufacturing paths. In the CXL PCIe 6.0 PHY IP industry, that makes porting, integration, and customization services a stronger revenue layer instead of a secondary add-on. Design teams also see value in receiving one coordinated qualification package rather than building proof across separate PHY and controller vendors. As node transitions accelerate from 5 nm toward 3 nm and below, this subsystem model should keep gaining relevance among buyers that value speed and risk control over maximum architecture flexibility. The result is a CXL PCIe 6.0 PHY IP market where the biggest current revenue sits with modular cores, but the fastest future expansion comes from tightly bundled solutions. That balance is likely to define vendor packaging strategy through the forecast period.

PCIe 6.0 PHY IP with CXL 3.0 and CXL 3.1 support accounted for 48.86% of revenue in 2025, the largest protocol capability share in the CXL PCIe 6.0 PHY IP market. This result is tied to the fact that most advanced data center SoCs now need both standard PCIe connectivity and coherent CXL memory behavior from the same interface. A PCIe-only implementation is no longer sufficient for many server, accelerator, and fabric designs that need memory pooling or coherency features. The CXL 3.0 specification itself makes that linkage structural because the protocol sits on top of the PCIe 6.0 physical interface rather than beside it. That gives dual-mode PHY support a durable advantage in the CXL PCIe 6.0 PHY IP market, especially where server processors and accelerator platforms are being designed for longer roadmap relevance. Buyers also view dual-mode support as a hedge against architecture shifts because it preserves optionality between standard I/O expansion and coherent memory deployment. That means the largest share is not simply a reflection of current demand, but a response to uncertainty in how future platforms will use CXL at scale. In many programs, a dual-mode PHY has become the default starting point rather than a premium upgrade. This is one reason the CXL PCIe 6.0 PHY IP market continues to favor suppliers with broad protocol roadmaps and mature interoperability support. It also reinforces why vendors that can prove both PCIe and CXL readiness hold a stronger position during licensing decisions.

Multi-protocol 64 GT/s PHY IP is projected to grow at a 29.67% CAGR through 2031, and this reflects the widening use of shared SerDes across several standards. Chiplet-based designs, SmartNICs, and DPUs increasingly need PCIe, CXL, and Ethernet support from a unified high-speed infrastructure to limit die area and power. Alphawave Semi's AlphaCHIP1600-IO chiplet showed that direction clearly by combining PCIe 6.0, CXL 3.1, and 800G Ethernet support in one mixed-mode design. The CXL PCIe 6.0 PHY IP market gains from this pattern because each reusable high-speed lane can serve more product classes and more system roles. Vendors that support such reuse are better placed to win designs where bandwidth is critical but silicon area and thermal limits are tight. PCIe-only PHY IP still holds a steady place in storage controllers and selected automotive compute designs where CXL support is not essential. Even so, the forward demand pattern in the CXL PCIe 6.0 PHY IP market is moving toward flexible lane infrastructure that supports multiple protocols without duplicating analog resources. That trend favors vendors with stronger portfolio breadth and broader compliance coverage instead of narrow single-standard products. Over time, protocol flexibility is likely to matter as much as raw signal performance in many buying decisions. The growth of this segment therefore says as much about system architecture economics as it does about interconnect standards.

Complete Report Scope:

• By Offering
  • Standalone PCIe 6.0 / CXL 3.x PHY IP
  • Integrated PHY Subsystem IP
  • PHY Verification, Compliance, and Characterization Collateral
  • PHY Porting, Integration, and Customization Services
• By Protocol Capability
  • PCIe 6.0 PHY IP - PCIe-Only
  • PCIe 6.0 PHY IP with CXL 3.0 / CXL 3.1 Support
  • Multi-Protocol 64 GT/s PHY IP
• By Process Node
  • 3 Nm and Below
  • 4 Nm to 5 Nm
  • 6 Nm to 7 Nm
  • 8 Nm to 16 Nm
  • Above 16 Nm
• By IP Configuration
  • Single-Lane PHY IP
  • x4 PHY IP Subsystem
  • x8 PHY IP Subsystem
  • x16 and Above PHY IP Subsystem
• By End Use
  • General-Purpose Data Center and Cloud Servers
  • AI Accelerators and HPC Systems
  • CXL Memory Expansion and Memory Pooling Infrastructure
  • Networking, Switching, DPUs, and Storage Infrastructure
  • Telecom and Edge Compute
  • Automotive and Industrial Compute
  • Aerospace, Defense, and Other Specialized Compute
• By Geography
  • North America
    • United States
    • Canada
    • Mexico
  • Europe
    • Germany
    • United Kingdom
    • France
    • Italy
    • Rest of Europe
  • Asia-Pacific
    • China
    • Japan
    • South Korea
    • India
    • Southeast Asia
    • Rest of Asia-Pacific
  • South America
  • Middle East and Africa

Geography Analysis

North America held 43.27% of the CXL PCIe 6.0 PHY IP market share in 2025, which kept it in the leading regional position. The region benefits from a dense concentration of hyperscale cloud operators, accelerator developers, EDA vendors, and independent IP suppliers, most of which remain centered in the United States. That combination shortens the path from architecture selection to licensing, validation, and tapeout in the CXL PCIe 6.0 PHY IP market. Synopsys reported more than 100 PCIe 6.x implementations and more than 3,800 customer tapeouts across seven PCIe generations by 2025, which reflects the maturity of the regional design base. Europe remains important as both a development and end-use region, supported by established IP vendors and automotive compute activity, while Rambus has positioned a complete PCIe 6.0 interface subsystem with CXL 3.0 support for data center and AI SoCs.

Asia-Pacific is projected to grow at a 30.06% CAGR through 2031, which makes it the fastest-growing regional block in the CXL PCIe 6.0 PHY IP market size. Growth is supported by advanced foundry capacity, national AI infrastructure plans, and a stronger regional ecosystem around memory, switching, and validation tools. KIOXIA's August 2025 prototype of a PCIe 6.0 flash memory module with 5 TB capacity and 64 GB/s bandwidth showed that regional demand extends beyond accelerator silicon into storage-class memory applications. Anritsu's June 2026 launch of CXL 2.0 and 3.x evaluation solutions for 64 GT/s PAM4 links also showed that compliance infrastructure in Japan is evolving alongside device development. The CXL PCIe 6.0 PHY IP market in Asia-Pacific therefore benefits from both manufacturing depth and a broader supporting tool chain. This matters because buyers often prefer ecosystems where PHY design, packaging, memory innovation, and validation resources are available within the same regional supply network. The region is also well placed to benefit from future memory pooling deployments because of its strong position in semiconductors, storage, and server hardware. As a result, Asia-Pacific is likely to narrow the gap with North America even if it does not overtake it during the forecast period.

South America and Middle East and Africa still represent smaller shares of the CXL PCIe 6.0 PHY IP market, but both regions are linked to longer-term data center and sovereign cloud build-outs. Their current role is limited more by local semiconductor design depth than by end demand for AI and memory infrastructure. Middle East investment programs can still support indirect growth through accelerator procurement, design partnerships, and services linked to large AI infrastructure projects. South America remains earlier in the cycle, though expanding hyperscale presence and interest in domestic semiconductor capability could create a more meaningful pipeline over time. For the CXL PCIe 6.0 PHY IP market, these regions are better viewed as future diversification opportunities than as near-term revenue anchors.

1. Synopsys Incorporated
2. Cadence Design Systems, Inc.
3. Qualcomm Incorporated
4. Rambus Inc.
5. Qualitas Semiconductor Co Ltd
6. PLDA
7. SignatureIP, Inc.
8. Logic Fruit Technologies Private Limited
9. Credo Technology Group Holding Ltd
10. SmartDV Technologies, Inc.
11. EXTOLL GmbH
12. Chip Interfaces B.V.
13. Faraday Technology Corporation
14. Global Unichip Corporation
15. M31 Technology Corporation
16. Silicon Creations, LLC
17. VeriSilicon Microelectronics (Shanghai) Co., Ltd.
18. Teledyne LeCroy, Inc.
19. Keysight Technologies, Inc.
20. Broadcom Inc.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET LANDSCAPE

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Rapid AI Accelerator and Hyperscale Coherent Memory Demand
  • 4.2.2 PCIe 6.0 and CXL Convergence in Next-Generation SoCs
  • 4.2.3 Shift to PAM4 and Advanced SerDes IP Outsourcing
  • 4.2.4 Need for Lower-Latency Memory Disaggregation in Data Centers
  • 4.2.5 Multi-Protocol PHY Reuse Across PCIe, CXL, and Ethernet
  • 4.2.6 Advanced Node Tapeout Pressure Favours Proven IP Blocks
• 4.3 Market Restraints
  • 4.3.1 High Validation Cost for PCIe 6.0 PAM4 PHY Compliance
  • 4.3.2 Limited Design Wins Outside Tier 1 Hyperscale and AI Programs
  • 4.3.3 Signal Integrity Challenges at 64 GT/s Raise Integration Risk
  • 4.3.4 Long Tapeout Cycles and Ecosystem Readiness Constraints
• 4.4 Supply Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Porter's Five Forces Analysis
  • 4.7.1 Threat of New Entrants
  • 4.7.2 Bargaining Power of Suppliers
  • 4.7.3 Bargaining Power of Buyers
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Competitive Rivalry

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

• 5.1 By Offering
  • 5.1.1 Standalone PCIe 6.0 / CXL 3.x PHY IP
  • 5.1.2 Integrated PHY Subsystem IP
  • 5.1.3 PHY Verification, Compliance, and Characterization Collateral
  • 5.1.4 PHY Porting, Integration, and Customization Services
• 5.2 By Protocol Capability
  • 5.2.1 PCIe 6.0 PHY IP - PCIe-Only
  • 5.2.2 PCIe 6.0 PHY IP with CXL 3.0 / CXL 3.1 Support
  • 5.2.3 Multi-Protocol 64 GT/s PHY IP
• 5.3 By Process Node
  • 5.3.1 3 Nm and Below
  • 5.3.2 4 Nm to 5 Nm
  • 5.3.3 6 Nm to 7 Nm
  • 5.3.4 8 Nm to 16 Nm
  • 5.3.5 Above 16 Nm
• 5.4 By IP Configuration
  • 5.4.1 Single-Lane PHY IP
  • 5.4.2 x4 PHY IP Subsystem
  • 5.4.3 x8 PHY IP Subsystem
  • 5.4.4 x16 and Above PHY IP Subsystem
• 5.5 By End Use
  • 5.5.1 General-Purpose Data Center and Cloud Servers
  • 5.5.2 AI Accelerators and HPC Systems
  • 5.5.3 CXL Memory Expansion and Memory Pooling Infrastructure
  • 5.5.4 Networking, Switching, DPUs, and Storage Infrastructure
  • 5.5.5 Telecom and Edge Compute
  • 5.5.6 Automotive and Industrial Compute
  • 5.5.7 Aerospace, Defense, and Other Specialized Compute
• 5.6 By Geography
  • 5.6.1 North America
    • 5.6.1.1 United States
    • 5.6.1.2 Canada
    • 5.6.1.3 Mexico
  • 5.6.2 Europe
    • 5.6.2.1 Germany
    • 5.6.2.2 United Kingdom
    • 5.6.2.3 France
    • 5.6.2.4 Italy
    • 5.6.2.5 Rest of Europe
  • 5.6.3 Asia-Pacific
    • 5.6.3.1 China
    • 5.6.3.2 Japan
    • 5.6.3.3 South Korea
    • 5.6.3.4 India
    • 5.6.3.5 Southeast Asia
    • 5.6.3.6 Rest of Asia-Pacific
  • 5.6.4 South America
  • 5.6.5 Middle East and Africa

6 COMPETITIVE LANDSCAPE

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Vendor Positioning Analysis
• 6.4 Company Profiles (includes Global Level Overview, Market Level Overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share, Products and Services, Recent Developments)
  • 6.4.1 Synopsys Incorporated
  • 6.4.2 Cadence Design Systems, Inc.
  • 6.4.3 Qualcomm Incorporated
  • 6.4.4 Rambus Inc.
  • 6.4.5 Qualitas Semiconductor Co Ltd
  • 6.4.6 PLDA
  • 6.4.7 SignatureIP, Inc.
  • 6.4.8 Logic Fruit Technologies Private Limited
  • 6.4.9 Credo Technology Group Holding Ltd
  • 6.4.10 SmartDV Technologies, Inc.
  • 6.4.11 EXTOLL GmbH
  • 6.4.12 Chip Interfaces B.V.
  • 6.4.13 Faraday Technology Corporation
  • 6.4.14 Global Unichip Corporation
  • 6.4.15 M31 Technology Corporation
  • 6.4.16 Silicon Creations, LLC
  • 6.4.17 VeriSilicon Microelectronics (Shanghai) Co., Ltd.
  • 6.4.18 Teledyne LeCroy, Inc.
  • 6.4.19 Keysight Technologies, Inc.
  • 6.4.20 Broadcom Inc.

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-Space and Unmet-Need Assessment