查看購物車
  • Simplified Chinese
  • English
  • Japanese
封面
市場調查報告書
商品編碼
1456873

AI晶片組市場－2024年至2029年預測

AI Chipsets Market - Forecasts from 2024 to 2029
出版日期: | 出版商: Knowledge Sourcing Intelligence | 英文 118 Pages | 商品交期: 最快1-2個工作天內

價格
簡介目錄

AI晶片組市場預計將以25.87%的複合年成長率成長，從2022年的318億美元增至2029年的1591.67億美元。

人工智慧正在發展成為一種將改變許多領域的技術。 AI晶片組經過專門設計，可提供高速製造、低延遲和運算能力，幫助您更快、更有效地運行AI應用程式。企業使用人工智慧來自動化業務、獲得富有洞察力的資料洞察、改進決策、改善客戶體驗並推動創新。隨著人工智慧的使用越來越廣泛，對能夠有效處理人工智慧工作負載的專用硬體的需求不斷增加，推動了人工智慧晶片組產業的擴張。

市場驅動力

  • 對建構人工智慧系統的日益關注正在推動世界各地的工業成長。

由於專注於建構人類感知的人工智慧系統，人工智慧晶片組市場正在擴大。然而，規範和法規的缺失以及技術純熟勞工的供應正在限制AI晶片組市場的擴張。隨著人工智慧在技術領域的不斷發展，對大量 ASIC 的需求可能會增加。亞馬遜和谷歌等公司已經在加強他們的伺服器晶片計劃。該公司正在開發採用人工智慧等最尖端科技的新型人工智慧晶片。例如，根據 2021 年 6 月在學術期刊《自然》上發表的一篇論文，Google正在利用人工智慧和機器學習來幫助開發下一代人工智慧處理器。該公司聲稱人工智慧可以在不到六個小時的時間內完成人類需要幾個月才能完成的任務。

  • 家電需求上升為市場帶來新的成長前景

包括平板電腦和智慧型手機在內的各種電子產品的高階規格在AI晶片組產業中得到大量應用，增加了消費性電子產品對AI晶片組的需求。為了滿足不斷成長的需求，眾多廠商不斷推出尖端的AI晶片組。例如，台灣晶片製造商聯發科於 2022 年 5 月發布了用於人工智慧物聯網 (AIoT) 設備的 Genio架構和 Genio 1200 晶片。聯發科表示，基於 Genio 1200 晶片的高階 AIoT 解決方案將於 2022 年下半年商用。

此外，擴大使用量子運算技術進行分析運算和解決複雜問題也正在擴大人工智慧晶片組市場。例如，Google LLC 的量子電腦 Sycamore 可以使用現有最快的電腦在大約 200 秒內完成任務。人工智慧、機器學習、機器視覺、巨量資料和擴增實境（AR）等技術正在使量子運算成為可能。隨著對量子電腦了解的加深，對人工智慧晶片組的需求將會增加，從而加速該領域的成長。

  • 資料量的增加正在推動市場成長。

社群媒體和電子商務的使用不斷成長推動了資料量的顯著增加。隨著資料量的快速增加，對高速處理器的需求不斷增加，這對AI晶片組市場的擴大產生正面影響。此晶片組滿足了機器學習驅動的高速處理的需求。大眾對電腦視覺和機器學習工具的偏好正在激勵科技公司開發更快的處理器。例如，AMD 將於 2023 年推出新的行動 CPU 和 GPU，包括首款具有 AI專用引擎的 x86 PC CPU。在 CES 2023 上，AMD 也發布了具有出色遊戲效能的全新 3D 堆疊桌面 CPU、用於資料中心的 APU 以及 AI 推理加速器。這些發展導致了智慧型手機的普及。例如，根據 GSMA 的數據，智慧型手機普及預計將從 2021 年的 75% 增加到 2025 年的 84%。

  • 有利的投資和其他應用的日益成長正在推動市場成長。

隨著人工智慧應用變得更加複雜，對高效能人工智慧晶片組的需求不斷增加。例如，自動駕駛汽車需要能夠即時處理大量資料的人工智慧晶片組。此外，醫學影像分析應用需要能夠處理複雜演算法的人工智慧晶片組。此外，科技公司正在大力投資研發，以開發新的人工智慧晶片組。這有助於提升AI晶片組的效能和效率，進一步帶動AI晶片組產業的成長。例如，NVIDIA正於2022年投資1億美元開發GPU（圖形處理單元）技術，用於各種AI應用。

北美預計將出現顯著成長

由於主要區域經濟體美國各領域工業機器人安裝的蓬勃發展，預計北美地區將佔據重要的市場佔有率。 2019-2021 年期間將反映出向自動化和先進製造技術的重大轉變。在汽車領域，機器人安裝數量從2019年的9,800台增加到2021年的13,000台，大幅增加32%。電氣和電子產業也呈現穩健成長，同期機器人安裝數量增加了 20%。此外，根據國際機器人聯合會的數據，到2022年，美國將佔美洲市場所有機器人安裝量的71%，墨西哥的安裝量也將成長13%。自動化的成長與北美地區不斷擴大的人工智慧晶片組市場一致，這些機器人通常依賴人工智慧驅動的技術來提高效率和準確性。這種協同效應凸顯了人工智慧晶片組在推動工業自動化和創新方面的關鍵作用。

目錄

第1章 簡介

  • 市場概況
  • 市場定義
  • 調查範圍
  • 市場區隔
  • 貨幣
  • 先決條件
  • 基準年和預測年時間表
  • 相關人員的主要利益

第2章調查方法

  • 研究設計
  • 調查過程

第3章執行摘要

  • 主要發現
  • 分析師觀點

第4章市場動態

  • 市場促進因素
  • 市場限制因素
  • 波特五力分析
  • 產業價值鏈分析
  • 分析師觀點

第5章人工智慧晶片組市場：依組件分類

  • 介紹
  • GPU（圖形處理單元）
  • FPGA（現場可程式化閘陣列）
  • ASIC（專用積體電路）
  • 其他

第6章 AI 晶片組市場：依最終用戶分類

  • 介紹
  • 車
  • 家用電器
  • 工業的
  • 醫療保健
  • 其他

第7章 AI晶片組市場：按地區

  • 介紹
  • 北美洲
  • 南美洲
  • 歐洲
  • 中東/非洲
  • 亞太地區

第8章競爭環境及分析

  • 主要企業及策略分析
  • 市場佔有率分析
  • 合併、收購、協議和合作
  • 競爭對手儀表板

第9章 公司簡介

  • AMD Inc
  • Graphcore Ltd
  • Huawei Technologies Co Ltd
  • IBM Corporation
  • Intel Corporation
  • NVIDIA Corporation
  • Micron Technology Inc
  • Samsung Semiconductor
簡介目錄
Product Code: KSI061614975

The AI chipsets market is projected to grow at a CAGR of 25.87% to reach US$159.167 billion in 2029 from US$31.800 billion in 2022.

Al has evolved into a technology that is transforming numerous sectors. Al (chipsets) is specifically designed to offer high-speed manufacturing, low latency, and computing capabilities, enabling Al applications to run more quickly and effectively. Businesses are using Al to automate operations, acquire insightful data insights, increase decision-making, improve customer experiences, and spur innovation. The demand for specialized hardware that can effectively handle Al workloads is increasing as Al use spreads, fueling the expansion of the Al (chipsets) industry.

Market Drivers

  • Increasing focus on creating AI systems has propelled the industrial growth globally.

The AI Chipsets market is expanding as a result of the increased attention being paid to creating AI systems that are aware of humans. The absence of norms and regulations as well as a skilled labor supply are, however, limiting the AI Chipsets market expansion. As artificial intelligence continues to advance in the field of technology, there will likely be an increased demand for a significant number of ASICs. Companies like Amazon and Google are already working to strengthen their server silicon projects. Companies are developing new AI chips employing cutting-edge technology like artificial intelligence. For instance, Google is utilizing AI and machine learning to assist in creating its next generation of AI processors, according to a paper published in the journal Nature in June 2021. The business claims that AI can finish tasks that take humans months to complete in less than six hours.

  • Rising demand for consumer electronics has provided new growth prospects for the market

High-end specifications for a variety of electronic gadgets, including tablets and smartphones, are highly used in the AI Chipsets industry which is increasing the demand for AI chipsets in consumer electronics. To meet the growing demand, numerous manufacturers are constantly releasing cutting-edge AI chipsets. For instance, MediaTek, a Taiwanese chip manufacturer, unveiled the Genio architecture and Genio 1200 chip for artificial intelligence of things (AIoT) devices in May 2022. According to MediaTek, premium AIoT solutions based on the Genio 1200 chip will be commercially available in the second part of 2022.

Further, the rising usage of analytical computations and complex problem-solving using quantum computing technology is also increasing the AI Chipsets market. The Sycamore quantum computer from Google LLC, for example, can complete a task using the fastest computer in around 200 seconds. Artificial intelligence, machine learning, machine vision, big data, augmented reality (AR), and other technologies enable quantum computers. The demand for AI chipsets will increase as our understanding of quantum computing deepens, accelerating the growth of the sector.

  • Growth in data volume has bolstered the market growth.

A significant increase in data volume is brought on by the expanding use of social media and e-commerce. The need for high-speed processors has increased as a result of the data volume's quick growth, which is favorably affecting the AI Chipsets market expansion. The chipset takes care of the need for quicker processing caused by machine learning that is activated. The public's preference for computer vision and machine learning tools motivates tech companies to make developments in the development of high-speed processors. For instance, AMD released new mobile CPUs and GPUs in 2023, including the first x86 PC CPU with a dedicated AI engine. At CES 2023, AMD also unveiled a new 3D-stacked desktop CPU with outstanding gaming performance, a data center APU, and an AI inference accelerator. These developments have also increased smartphone adoption. For instance, as per GSMA, the adoption of smartphones is expected to increase by 84% in 2025 from 75% in 2021.

  • Favorable investments and growing usage in other applications has augmented the market growth.

The demand for high-performance AI chipsets is growing as AI applications become more complex. For example, self-driving cars require AI chipsets that can process large amounts of data in real time. And medical image analysis applications require AI chipsets that can handle complex algorithms. Moreover, technology companies are investing heavily in R&D to develop new AI chipsets. This is helping to improve the performance and efficiency of AI chipsets, which is further driving AI Chipsets industry growth. For example, NVIDIA invested US$100 million in 2022 in the development of its GPU (graphics processing unit) technology, which is used in a variety of AI applications.

North American is expected to show a significant growth

The North American region is anticipated to hold a considerable market share fueled by the booming the booming installation of industrial robots in various sectors in the major regional economies namley USA. From 2019 to 2021 reflects a substantial shift towards automation and advanced manufacturing technologies. In the automotive sector, the number of robots installed increased from 9.8 thousand in 2019 to 13 thousand in 2021, showcasing a remarkable 32% growth. The electrical/electronics sector also witnessed a steady rise, with a 20% increase in robot installations over the same period. Furthermore, according to the International Federation of Robotics, in 2022, United States accounted for 71% of the total robotics installation in the Americas market, and Mexico also witnessed 13% growth in installation. Such growth in automation aligns with the expanding AI Chipsets market in the North American region as these robots often rely on AI-driven technologies for improved efficiency and precision. This synergy underscores the pivotal role of AI chipsets in driving industrial automation and innovation.

Key Developments

  • In December 2023: Intel at its "AI Everywhere" event launched its new portfolio of AI products to enable consumers access to AI products across cloud, network, PC, and data centers. The portfolio included AI chipset "Gaudi 3".

Segmentation:

By Component

  • GPU (Graphic Processing Unit)
  • FGPA (Field-Programmable Gate Array)
  • ASIC (Application-Specific Integrated Circuit)
  • Others

By End-User

  • Automotives
  • Consumer Electronics
  • Industrial
  • Healthcare
  • Others

By Geography

  • North America
  • United States
  • Canada
  • Mexico
  • South America
  • Brazil
  • Argentina
  • Others
  • Europe
  • United Kingdom
  • Germany
  • France
  • Italy
  • Spain
  • Others
  • Middle East and Africa
  • Saudi Arabia
  • UAE
  • Others
  • Asia Pacific
  • China
  • Japan
  • India
  • South Korea
  • Taiwan
  • Australia
  • Others

TABLE OF CONTENTS

1. INTRODUCTION

  • 1.1. Market Overview
  • 1.2. Market Definition
  • 1.3. Scope of the Study
  • 1.4. Market Segmentation
  • 1.5. Currency
  • 1.6. Assumptions
  • 1.7. Base, and Forecast Years Timeline
  • 1.8. Key Benefits for the stakeholder

2. RESEARCH METHODOLOGY

  • 2.1. Research Design
  • 2.2. Research Processes

3. EXECUTIVE SUMMARY

  • 3.1. Key Findings
  • 3.2. Analyst View

4. MARKET DYNAMICS

  • 4.1. Market Drivers
  • 4.2. Market Restraints
  • 4.3. Porter's Five Forces Analysis
    • 4.3.1. Bargaining Power of Suppliers
    • 4.3.2. Bargaining Power of Buyers
    • 4.3.3. Threat of New Entrants
    • 4.3.4. Threat of Substitutes
    • 4.3.5. Competitive Rivalry in the Industry
  • 4.4. Industry Value Chain Analysis
  • 4.5. Analyst View

5. AI CHIPSETS MARKET BY COMPONENT

  • 5.1. Introduction
  • 5.2. GPU (Graphic Processing Unit)
    • 5.2.1. Market Trends and Opportunities
    • 5.2.2. Growth Prospects
    • 5.2.3. Geographic Lucrativeness Insights
  • 5.3. FGPA (Field-Programmable Gate Array)
    • 5.3.1. Market Trends and Opportunities
    • 5.3.2. Growth Prospects
    • 5.3.3. Geographic Lucrativeness Insights
  • 5.4. ASIC (Application-Specific Integrated Circuit)
    • 5.4.1. Market Trends and Opportunities
    • 5.4.2. Growth Prospects
    • 5.4.3. Geographic Lucrativeness Insights
  • 5.5. Others
    • 5.5.1. Market Trends and Opportunities
    • 5.5.2. Growth Prospects
    • 5.5.3. Geographic Lucrativeness Insights

6. AI CHIPSETS MARKET BY END-USER

  • 6.1. Introduction
  • 6.2. Automotives
    • 6.2.1. Market Trends and Opportunities
    • 6.2.2. Growth Prospects
    • 6.2.3. Geographic Lucrativeness Insights
  • 6.3. Consumer Electronics
    • 6.3.1. Market Trends and Opportunities
    • 6.3.2. Growth Prospects
    • 6.3.3. Geographic Lucrativeness Insights
  • 6.4. Industrial
    • 6.4.1. Market Trends and Opportunities
    • 6.4.2. Growth Prospects
    • 6.4.3. Geographic Lucrativeness Insights
  • 6.5. Healthcare
    • 6.5.1. Market Trends and Opportunities
    • 6.5.2. Growth Prospects
    • 6.5.3. Geographic Lucrativeness Insights
  • 6.6. Others
    • 6.6.1. Market Trends and Opportunities
    • 6.6.2. Growth Prospects
    • 6.6.3. Geographic Lucrativeness Insights

7. AI CHIPSETS MARKET BY GEOGRAPHY

  • 7.1. Introduction
  • 7.2. North America
    • 7.2.1. By Component
    • 7.2.2. By End-User
    • 7.2.3. By Country
      • 7.2.3.1. USA
        • 7.2.3.1.1. Market Trends and Opportunities
        • 7.2.3.1.2. Growth Prospects
      • 7.2.3.2. Canada
        • 7.2.3.2.1. Market Trends and Opportunities
        • 7.2.3.2.2. Growth Prospects
      • 7.2.3.3. Mexico
        • 7.2.3.3.1. Market Trends and Opportunities
        • 7.2.3.3.2. Growth Prospects
  • 7.3. South America
    • 7.3.1. By Component
    • 7.3.2. By End-User
    • 7.3.3. By Country
      • 7.3.3.1. Brazil
        • 7.3.3.1.1. Market Trends and Opportunities
        • 7.3.3.1.2. Growth Prospects
      • 7.3.3.2. Argentina
        • 7.3.3.2.1. Market Trends and Opportunities
        • 7.3.3.2.2. Growth Prospects
      • 7.3.3.3. Others
        • 7.3.3.3.1. Market Trends and Opportunities
        • 7.3.3.3.2. Growth Prospects
  • 7.4. Europe
    • 7.4.1. By Component
    • 7.4.2. By End-User
    • 7.4.3. By Country
      • 7.4.3.1. United Kingdom
        • 7.4.3.1.1. Market Trends and Opportunities
        • 7.4.3.1.2. Growth Prospects
      • 7.4.3.2. Germany
        • 7.4.3.2.1. Market Trends and Opportunities
        • 7.4.3.2.2. Growth Prospects
      • 7.4.3.3. France
        • 7.4.3.3.1. Market Trends and Opportunities
        • 7.4.3.3.2. Growth Prospects
      • 7.4.3.4. Italy
        • 7.4.3.4.1. Market Trends and Opportunities
        • 7.4.3.4.2. Growth Prospects
      • 7.4.3.5. Spain
        • 7.4.3.5.1. Market Trends and Opportunities
        • 7.4.3.5.2. Growth Prospects
      • 7.4.3.6. Others
        • 7.4.3.6.1. Market Trends and Opportunities
        • 7.4.3.6.2. Growth Prospects
  • 7.5. Middle East and Africa
    • 7.5.1. By Component
    • 7.5.2. By End-User
    • 7.5.3. By Country
      • 7.5.3.1. Saudi Arabia
        • 7.5.3.1.1. Market Trends and Opportunities
        • 7.5.3.1.2. Growth Prospects
      • 7.5.3.2. UAE
        • 7.5.3.2.1. Market Trends and Opportunities
        • 7.5.3.2.2. Growth Prospects
      • 7.5.3.3. Others
        • 7.5.3.3.1. Market Trends and Opportunities
        • 7.5.3.3.2. Growth Prospects
  • 7.6. Asia Pacific
    • 7.6.1. By Component
    • 7.6.2. By End-User
    • 7.6.3. By Country
      • 7.6.3.1. China
        • 7.6.3.1.1. Market Trends and Opportunities
        • 7.6.3.1.2. Growth Prospects
      • 7.6.3.2. Japan
        • 7.6.3.2.1. Market Trends and Opportunities
        • 7.6.3.2.2. Growth Prospects
      • 7.6.3.3. India
        • 7.6.3.3.1. Market Trends and Opportunities
        • 7.6.3.3.2. Growth Prospects
      • 7.6.3.4. South Korea
        • 7.6.3.4.1. Market Trends and Opportunities
        • 7.6.3.4.2. Growth Prospects
      • 7.6.3.5. Taiwan
        • 7.6.3.5.1. Market Trends and Opportunities
        • 7.6.3.5.2. Growth Prospects
      • 7.6.3.6. Australia
        • 7.6.3.6.1. Market Trends and Opportunities
        • 7.6.3.6.2. Growth Prospects
      • 7.6.3.7. Others
        • 7.6.3.7.1. Market Trends and Opportunities
        • 7.6.3.7.2. Growth Prospects

8. COMPETITIVE ENVIRONMENT AND ANALYSIS

  • 8.1. Major Players and Strategy Analysis
  • 8.2. Market Share Analysis
  • 8.3. Mergers, Acquisitions, Agreements, and Collaborations
  • 8.4. Competitive Dashboard

9. COMPANY PROFILES

  • 9.1. AMD Inc
  • 9.2. Graphcore Ltd
  • 9.3. Huawei Technologies Co Ltd
  • 9.4. IBM Corporation
  • 9.5. Intel Corporation
  • 9.6. NVIDIA Corporation
  • 9.7. Micron Technology Inc
  • 9.8. Samsung Semiconductor