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全球人工智慧晶片市場：按計算、按內存、按網路、按技術、按功能、按最終用戶、按地區 - 預測到 2029 年
市場調查報告書
商品編碼
1558152

全球人工智慧晶片市場：按計算、按內存、按網路、按技術、按功能、按最終用戶、按地區 - 預測到 2029 年

AI Chip Market by Offerings (GPU, CPU, FPGA, NPU, TPU, Trainium, Inferentia, T-head, Athena ASIC, MTIA, LPU, Memory (DRAM (HBM, DDR)), Network (NIC/Network Adapters, Interconnects)), Function (Training, Inference) & Region - Global Forecast to 2029
出版日期: | 出版商: MarketsandMarkets | 英文 359 Pages | 訂單完成後即時交付

價格

全球AI晶片市場規模預計將從2024年的1,232億美元成長到2029年的3,115.8億美元，2024年至2029年的複合年成長率為20.4%。

調查範圍
調查年份 2020-2029
基準年 2023年
預測期 2024-2029
考慮單位 金額（百萬美元）
按細分市場 按計算、按記憶體、按網路、按技術、按功能、按最終用戶、按區域
目標區域 北美、歐洲、亞太等地區

由於機器學習和深度學習演算法的採用增加，人工智慧晶片市場預計將成長。 AI伺服器出貨量的增加預計將推動對支援AI功能的晶片的需求。此外，自動駕駛汽車的新興趨勢預計將推動用於即時決策的人工智慧晶片市場的發展。

預計 2024 年至 2029 年，人工智慧晶片市場的神經處理單元（NPU）部分將呈現高成長率。這項市場成長是由高階智慧型手機、人工智慧個人電腦和筆記型電腦的日益普及所推動的，這些產品需要邊緣的專用人工智慧功能。 NPU 有助於加速神經網路處理以執行 AI主導的任務，例如高級 AI影像處理和自然語言處理。為了維持市場競爭力，市場企業普遍專注於開發高階NPU解決方案。

人工智慧晶片市場的機器學習領域預計將在預測期內實現高速成長。人工智慧晶片針對學習和推理等機器學習任務進行了最佳化，這使得它們對於運行和處理大型資料集、實現預測分析和支援即時決策至關重要。此類人工智慧晶片的最大採用驅動力是自主系統中機器學習模型的靈活性和擴充性以及個人化建議。這種人工智慧晶片廣泛應用於從雲端服務和醫療保健到金融、汽車和零售等許多領域，許多公司正在開發支援機器學習功能的強大人工智慧晶片。

該報告審視了全球人工智慧晶片市場，並按計算、內存、網路、技術、功能、最終用戶、地區和進入市場的公司概況總結了趨勢。

目錄

第1章簡介

第2章調查方法

第3章執行摘要

第 4 章重要考察

第5章市場概況

  • 介紹
  • 市場動態
  • 影響客戶業務的趨勢/干擾
  • 價格分析
  • 價值鏈分析
  • 生態系分析
  • 投資金籌措場景
  • 技術分析
  • 伺服器成本結構/材料清單
  • AI伺服器的普及和成長
  • 雲端服務供應商（CSPS）資料中心的未來發展
  • 雲端服務供應商資本投資
  • 2020-2029年雲端服務供應商伺服器採購狀況
  • 處理器基準測試
  • 專利分析
  • 貿易分析
  • 2024-2025年重大會議和活動
  • 案例研究分析
  • 監管狀況
  • 波特五力分析
  • 主要相關人員和採購標準

第6章 AI 晶片市場，依計算分類

  • 介紹
  • GPU
  • CPU
  • FPGA
  • NPU
  • TPU
  • 道場、FSD
  • TRAINIUM，推理
  • ATHENA ASIC
  • T-HEAD
  • MTIA
  • LPU
  • 其他

第7章 AI晶片市場，依記憶體分類

  • 介紹
  • DDR
  • HBM

第8章 AI晶片市場，按網路

  • 介紹
  • 網路卡/網路適配器
  • 互連

第9章人工智慧晶片市場，依技術分類

  • 介紹
  • 人工智慧世代
  • 機器學習
  • 自然語言處理
  • 電腦視覺

第10章人工智慧晶片市場（按功能）

  • 介紹
  • 訓練
  • 推理

第11章 AI 晶片市場，依最終用戶分類

  • 介紹
  • 消費者
  • 資料中心
  • 政府機構

第12章人工智慧晶片市場（按地區）

  • 介紹
  • 北美洲
  • 歐洲
  • 亞太地區
  • 其他領域

第13章競爭格局

  • 介紹
  • 主要參與企業的策略/秘密，2019-2024
  • 2021-2023年收益分析
  • 2023 年市場佔有率分析
  • 企業價值評估及財務指標
  • 品牌/產品比較
  • 企業評估矩陣：主要參與企業，2023
  • 企業評估矩陣：Start-Ups/小型企業，2023 年
  • 競爭場景

第14章 公司簡介

  • 主要參與企業
    • NVIDIA CORPORATION
    • ADVANCED MICRO DEVICES, INC.
    • INTEL CORPORATION
    • SK HYNIX INC.
    • SAMSUNG
    • MICRON TECHNOLOGY, INC.
    • APPLE INC.
    • QUALCOMM TECHNOLOGIES, INC.
    • HUAWEI TECHNOLOGIES CO., LTD.
    • GOOGLE
    • AMAZON WEB SERVICES, INC.
    • TESLA
    • MICROSOFT
    • META
    • T-HEAD
    • IMAGINATION TECHNOLOGIES
    • GRAPHCORE
    • CEREBRAS
  • 其他公司
    • MYTHIC
    • KALRAY
    • BLAIZE
    • GROQ, INC.
    • HAILO TECHNOLOGIES LTD
    • GREENWAVES TECHNOLOGIES
    • SIMA TECHNOLOGIES, INC.
    • KNERON, INC.
    • RAIN NEUROMORPHICS INC.
    • TENSTORRENT
    • SAMBANOVA SYSTEMS, INC.
    • TAALAS
    • SAPEON INC.
    • REBELLIONS INC.
    • RIVOS INC.
    • SHANGHAI BIREN TECHNOLOGY CO., LTD.

第15章附錄

Product Code: SE 5997

The AI Chip market is projected to grow from USD 123.2 billion in 2024 and is estimated to reach USD 311.58 billion by 2029; it is expected to grow at a CAGR of 20.4% from 2024 to 2029.

Scope of the Report
Years Considered for the Study2020-2029
Base Year2023
Forecast Period2024-2029
Units ConsideredValue (USD Million)
SegmentsBy Offerings, Memory, Network, Function & Region
Regions coveredNorth America, Europe, APAC, RoW

The market for AI chips is expected to grow due to increasing adoption of machine learning and deep learning algorithms. The increase in AI server shipments will boost the demand for chips supporting AI capabilities. Moreover, the emerging trend of autonomous vehicles is expected to boost the market for AI chips used for real-time decision making.

"The Neural Processing Unit (NPU) segment is projected to grow at a high rate during the forecast period."

The Neural Processing Unit (NPU) segment is projected grow at a high rate in the AI chip market from 2024 to 2029. The market growth is attributed to the increasing adoption of high-end smartphones and AI PCs and laptops which requires dedicated AI capabilities at the edge. The NPUs helps to accelerate the neural network processing to perform the AI-driven tasks including advanced AI image processing and natural language processing. Market players are extensively focusing on developing high-end NPU solutions to stay competitive in the market. For instance, in September 2023, Apple Inc. (US) launched the iPhone 15 Pro series, featuring the A17 Pro chip. The new AI processor is incorporated with a dedicated 16-core Neural Engine which has capabilities of performing 35 trillion operations per second (TOPS). Such significant product developments and launches are expected to amplify the adoption of NPUs in the market over the forecast timeframe.

"Machine Learning segment of the AI Chip market to witness high market share during the forecast period."

The machine learning segment in AI chip market is expected to grow at a high rate during the forecast period. AI chips are critical in running large datasets to process and enable predictive analytics, supporting real-time decision-making, as they are optimized to machine learning tasks such as training and inference. For this category of AI chips, the foremost drivers of adoption were flexibility and scalability of machine learning models within autonomous systems and personalized recommendations. This AI chip is widely used in many sectors-from cloud services and healthcare to finance, automotive, and retail-in which companies are developing powerful AI chips in support of machine learning capabilities, where business insights can be gained, the customer experience improved, and efficiency generally jacked. For instance, Google (US) announced Trillium in May 2024 as its sixth-generation TPU. It focuses on its cloud platform with an onboard accelerator for machine learning workload acceleration. Enterprises that have adopted TPUs widely bring machine learning power to predictive analytics, personalization, and operational efficiency. This represents increasing dependence on AI chips in this domain. As businesses seek to exploit the power of data for insight, efficiencies, and customer experience, demand is surging for machine learning capabilities.

"North America to hold a major market share of the AI chip market during the forecast period" North America took the largest market share for the AI chip market in 2023. The presence of prominent technology firms and data center operators are driving the AI chip market across North America region. The region hosts companies such as NVIDIA Corporation (US), Intel Corporation (US), Advanced Micro Devices, Inc. (AMD) (US), Google (US); and cloud service providers include Amazon Web Services, Inc. (AWS) (US), Microsoft Azure (US), and Google Cloud (US). For instance, in April 2024, Google (US) announced a USD 3 billion investment to expand their data centers across the US. These data centers are further backed by AI infrastructure to provide real-time services across the world. The region also hosts several startups set up in the area for providing AI chips for data centers, which include SAPEON Inc. (US), Tenstorrent (Canada), Taalas (Canada), Kneron, Inc. (US), SambaNova Systems, Inc. (US). North America has a well-established technological infrastructure that supports advanced AI research and development. There are very many modern data centers in this region, equipped with state-of-the-art AI hardware. They may include GPUs and TPUs, as well as specialized AI chips. The presence of large scale data centers and leading AI chip developers in the region are driving the market growth of AI chips.

Extensive primary interviews were conducted with key industry experts in the AI chip market to determine and verify the market size for various segments and subsegments gathered through secondary research. The break-up of primary participants for the report has been shown below:

The break-up of the profile of primary participants in the AI chip market:

  • By Company Type: Tier 1 - 45%, Tier 2 - 32%, and Tier 3 - 23%
  • By Designation: C-level - 30%, Director Level - 45%, Others- 25%
  • By Region: North America - 26%, Europe - 40%, Asia Pacific - 22%, ROW- 12%

The report profiles key players in the AI Chip market with their respective market ranking analysis. Prominent players profiled in this report are NVIDIA Corporation (US), Intel Corporation (US), Advanced Micro Devices, Inc. (US), Micron Technology, Inc. (US), Google (US), Samsung (South Korea), SK HYNIX INC. (South Korea), Qualcomm Technologies, Inc. (US), Huawei Technologies Co., Ltd. (China), Apple Inc. (US), Imagination Technologies (UK), Graphcore (UK), Cerebras (US).

Apart from this, Mythic (US), Kalray (France), Blaize (US), Groq, Inc. (US), HAILO TECHNOLOGIES LTD (Israel), GreenWaves Technologies (France), SiMa Technologies, Inc. (US), Kneron, Inc. (US), Rain Neuromorphics Inc. (US), Tenstorrent (Canada), SambaNova Systems, Inc. (US), Taalas (Canada), SAPEON Inc. (US), Rebellions Inc. (South Korea), Rivos Inc. (US), and Shanghai BiRen Technology Co., Ltd. (China) are among a few emerging companies in the AI chip market.

Research Coverage: This research report categorizes the AI Chip market on the basis of offerings, function, technology, end user, and region. The report describes the major drivers, restraints, challenges, and opportunities pertaining to the AI chip market and forecasts the same till 2029. Apart from these, the report also consists of leadership mapping and analysis of all the companies included in the AI chip ecosystem.

Key Benefits of Buying the Report The report will help the market leaders/new entrants in this market with information on the closest approximations of the revenue numbers for the overall AI chip market and the subsegments. This report will help stakeholders understand the competitive landscape and gain more insights to position their businesses better and to plan suitable go-to-market strategies. The report also helps stakeholders understand the pulse of the market and provides them with information on key market drivers, restraints, challenges, and opportunities.

The report provides insights on the following pointers:

  • Analysis of key drivers (increasing data traffic and need for high computing power, emerging trend of autonomous vehicles, growing adoption of industrial robots, rising focus on parallel computing in AI data centers, increasing adoption of machine learning and deep learning algorithms, increase in AI server shipments to boost the demand for AI chips), restraints (lack of AI hardware experts and skilled workforce, increasing power consumption), opportunities (surging demand for AI-based field programmable gate array (FPGA) technology, integration of AI-based solutions into defense systems, growing potential of AI-based tools in healthcare sector, planned investments in data centers by cloud service providers, rise of ASICs based on AI technology), and challenges (data privacy concerns associated with AI platforms, unreliability of AI algorithms, availability of limited structured data to develop efficient AI systems, supply chain disruptions) influencing the growth of the AI Chip market.
  • Product Development/Innovation: Detailed insights on upcoming technologies, research & development activities, and new product & service launches in the AI chip market.
  • Market Development: Comprehensive information about lucrative markets - the report analysis the AI chip market across various regions
  • Market Diversification: Exhaustive information about new products & services, untapped geographies, recent developments, and investments in the Ai Chip market.
  • Competitive Assessment: In-depth assessment of market shares, growth strategies and product offerings of leading players like NVIDIA Corporation (US), Intel Corporation (US), Advanced Micro Devices, Inc. (US), Micron Technology, Inc. (US), Google (US), among others in the AI Chip market.

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 STUDY OBJECTIVES
  • 1.2 MARKET DEFINITION
  • 1.3 STUDY SCOPE
    • 1.3.1 MARKETS COVERED AND REGIONAL SCOPE
    • 1.3.2 INCLUSIONS AND EXCLUSIONS
    • 1.3.3 YEARS CONSIDERED
  • 1.4 CURRENCY CONSIDERED
  • 1.5 UNIT CONSIDERED
  • 1.6 LIMITATIONS
  • 1.7 STAKEHOLDERS
  • 1.8 SUMMARY OF CHANGES

2 RESEARCH METHODOLOGY

  • 2.1 RESEARCH DATA
    • 2.1.1 SECONDARY AND PRIMARY RESEARCH
    • 2.1.2 SECONDARY DATA
      • 2.1.2.1 List of key secondary sources
      • 2.1.2.2 Key data from secondary sources
    • 2.1.3 PRIMARY DATA
      • 2.1.3.1 List of primary interview participants
      • 2.1.3.2 Breakdown of primaries
      • 2.1.3.3 Key data from primary sources
      • 2.1.3.4 Key industry insights
  • 2.2 MARKET SIZE ESTIMATION METHODOLOGY
    • 2.2.1 BOTTOM-UP APPROACH
      • 2.2.1.1 Approach to arrive at market size using bottom-up analysis (demand side)
    • 2.2.2 TOP-DOWN APPROACH
      • 2.2.2.1 Approach to arrive at market size using top-down analysis (supply side)
  • 2.3 DATA TRIANGULATION
  • 2.4 RESEARCH ASSUMPTIONS
  • 2.5 RISK ANALYSIS
  • 2.6 RESEARCH LIMITATIONS

3 EXECUTIVE SUMMARY

4 PREMIUM INSIGHTS

  • 4.1 ATTRACTIVE OPPORTUNITIES FOR PLAYERS IN AI CHIP MARKET
  • 4.2 AI CHIP MARKET, BY COMPUTE
  • 4.3 AI CHIP MARKET, BY MEMORY
  • 4.4 AI CHIP MARKET, BY NETWORK
  • 4.5 AI CHIP MARKET, BY TECHNOLOGY AND FUNCTION
  • 4.6 AI CHIP MARKET, BY END USER
  • 4.7 AI CHIP MARKET, BY REGION
  • 4.8 AI CHIP MARKET, BY COUNTRY

5 MARKET OVERVIEW

  • 5.1 INTRODUCTION
  • 5.2 MARKET DYNAMICS
    • 5.2.1 DRIVERS
      • 5.2.1.1 Pressing need for large-scale data handling and real-time analytics
      • 5.2.1.2 Rising adoption of autonomous vehicles
      • 5.2.1.3 Surging use of GPUs and ASICs in AI servers
      • 5.2.1.4 Continuous advancements in machine learning and deep learning technologies
      • 5.2.1.5 Increasing penetration of AI servers
    • 5.2.2 RESTRAINTS
      • 5.2.2.1 Shortage of skilled workforce with technical know-how
      • 5.2.2.2 Computational workloads and power consumption in AI Chip
      • 5.2.2.3 Unreliability of AI algorithms
    • 5.2.3 OPPORTUNITIES
      • 5.2.3.1 Elevating demand for AI-based FPGA chips
      • 5.2.3.2 Government initiatives to deploy AI-enabled defense systems
      • 5.2.3.3 Rising trend of AI-driven diagnostics and treatments
      • 5.2.3.4 Increasing investments in AI-enabled data centers by cloud service providers
      • 5.2.3.5 Rise in adoption of AI-based ASIC technology
    • 5.2.4 CHALLENGES
      • 5.2.4.1 Data privacy concerns associated with AI platforms
      • 5.2.4.2 Availability of limited structured data to develop efficient AI systems
      • 5.2.4.3 Supply chain disruptions
  • 5.3 TRENDS/DISRUPTIONS IMPACTING CUSTOMER BUSINESS
  • 5.4 PRICING ANALYSIS
    • 5.4.1 AVERAGE SELLING PRICE TREND OF KEY PLAYERS, BY COMPUTE
    • 5.4.2 AVERAGE SELLING PRICE TREND, BY REGION
  • 5.5 VALUE CHAIN ANALYSIS
  • 5.6 ECOSYSTEM ANALYSIS
  • 5.7 INVESTMENT AND FUNDING SCENARIO
  • 5.8 TECHNOLOGY ANALYSIS
    • 5.8.1 KEY TECHNOLOGIES
      • 5.8.1.1 High-bandwidth Memory (HBM)
      • 5.8.1.2 GenAI workload
    • 5.8.2 COMPLEMENTARY TECHNOLOGIES
      • 5.8.2.1 Data center power management and cooling system
      • 5.8.2.2 High-speed interconnects
    • 5.8.3 ADJACENT TECHNOLOGIES
      • 5.8.3.1 AI development frameworks
      • 5.8.3.2 Quantum AI
  • 5.9 SERVER COST STRUCTURE/BILL OF MATERIAL
    • 5.9.1 CPU SERVER
    • 5.9.2 GPU SERVER
  • 5.10 PENETRATION AND GROWTH OF AI SERVERS
  • 5.11 UPCOMING DEPLOYMENT OF DATA CENTERS BY CLOUD SERVICE PROVIDERS (CSPS)
  • 5.12 CLOUD SERVICE PROVIDERS' CAPEX
  • 5.13 SERVER PROCUREMENT BY CLOUD SERVICE PROVIDERS, 2020-2029
  • 5.14 PROCESSOR BENCHMARKING
    • 5.14.1 GPU BENCHMARKING
    • 5.14.2 CPU BENCHMARKING
  • 5.15 PATENT ANALYSIS
  • 5.16 TRADE ANALYSIS
    • 5.16.1 IMPORT SCENARIO (HS CODE 854231)
    • 5.16.2 EXPORT SCENARIO (HS CODE 854231)
  • 5.17 KEY CONFERENCES AND EVENTS, 2024-2025
  • 5.18 CASE STUDY ANALYSIS
    • 5.18.1 CDW INTEGRATED AMD EPYC SOLUTIONS TO ENSURE ENERGY EFFICIENCY AND OPTIMUM SPACE UTILIZATION
    • 5.18.2 OVH SAS LEVERAGED AMD EPYC PROCESSOR TO OPTIMIZE PERFORMANCE OF CLOUD SOLUTIONS IN AI WORKLOADS
    • 5.18.3 INTEL XEON SCALABLE PROCESSORS POWER TENCENT CLOUD'S XIAOWEI INTELLIGENT SPEECH AND VIDEO SERVICE ACCESS PLATFORM
    • 5.18.4 AIC HELPS WESTERN DIGITAL TO ENHANCE SSD TESTING AND VALIDATION EFFICIENCY USING AMD PROCESSOR
  • 5.19 REGULATORY LANDSCAPE
    • 5.19.1 REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS
    • 5.19.2 STANDARDS
  • 5.20 PORTER'S FIVE FORCES ANALYSIS
    • 5.20.1 THREAT OF NEW ENTRANTS
    • 5.20.2 THREAT OF SUBSTITUTES
    • 5.20.3 BARGAINING POWER OF SUPPLIERS
    • 5.20.4 BARGAINING POWER OF BUYERS
    • 5.20.5 INTENSITY OF COMPETITION RIVALRY
  • 5.21 KEY STAKEHOLDERS AND BUYING CRITERIA
    • 5.21.1 KEY STAKEHOLDERS IN BUYING PROCESS
    • 5.21.2 BUYING CRITERIA

6 AI CHIP MARKET, BY COMPUTE

  • 6.1 INTRODUCTION
  • 6.2 GPU
    • 6.2.1 ABILITY TO HANDLE AI WORKLOADS AND PROCESS VAST DATA VOLUMES TO BOOST ADOPTION
  • 6.3 CPU
    • 6.3.1 RISING DEMAND FOR VERSATILE AND GENERAL-PURPOSE AI PROCESSING TO AUGMENT MARKET GROWTH
  • 6.4 FPGA
    • 6.4.1 GROWING NEED FOR FLEXIBILITY AND CUSTOMIZATION FOR AI WORKLOADS TO SPUR DEMAND
  • 6.5 NPU
    • 6.5.1 RISING DEMAND FOR HIGH-END SMARTPHONES TO DRIVE SEGMENTAL GROWTH
  • 6.6 TPU
    • 6.6.1 PRESSING NEED FOR FASTER PROCESSING IN AI RESEARCH AND APPLICATION DEVELOPMENT TO BOOST DEMAND
  • 6.7 DOJO & FSD
    • 6.7.1 ACCELERATING DEMAND FOR HIGH-PERFORMANCE, ENERGY-EFFICIENT AI PROCESSING IN AUTONOMOUS VEHICLES TO FUEL ADOPTION
  • 6.8 TRAINIUM & INFERENTIA
    • 6.8.1 ABILITY TO TRAIN COMPLEX AI AND DEEP LEARNING MODELS TO DRIVE ADOPTION
  • 6.9 ATHENA ASIC
    • 6.9.1 INCREASING NEED TO HANDLE COMPLEX NLP AND LANGUAGE-BASED AI TASKS TO ACCELERATE MARKET GROWTH
  • 6.10 T-HEAD
    • 6.10.1 RISING DEMAND FOR CUSTOMIZED, HIGH-PERFORMANCE AI CHIPS ACROSS CHINESE DATA CENTERS TO STIMULATE MARKET GROWTH
  • 6.11 MTIA
    • 6.11.1 META'S EXPANSION INTO AR, VR, AND METAVERSE TO FUEL MARKET GROWTH
  • 6.12 LPU
    • 6.12.1 INCREASING NEED TO HANDLE COMPLEX NLP AND LANGUAGE-BASED AI TASKS TO ACCELERATE MARKET GROWTH
  • 6.13 OTHER ASIC

7 AI CHIP MARKET, BY MEMORY

  • 7.1 INTRODUCTION
  • 7.2 DDR
    • 7.2.1 RISING ADOPTION OF AI-ENABLED CPUS IN DATA CENTERS TO SUPPORT MARKET GROWTH
  • 7.3 HBM
    • 7.3.1 ELEVATING NEED FOR HIGH THROUGHPUT IN DATA-INTENSIVE AI TASKS TO FUEL MARKET GROWTH

8 AI CHIP MARKET, BY NETWORK

  • 8.1 INTRODUCTION
  • 8.2 NIC/NETWORK ADAPTERS
    • 8.2.1 INFINIBAND
      • 8.2.1.1 Growing utilization of HPC and AI models to minimize latency and maximize throughput to boost segmental growth
    • 8.2.2 ETHERNET
      • 8.2.2.1 Rising demand for scalable and cost-effective networking solutions to propel growth
  • 8.3 INTERCONNECTS
    • 8.3.1 GROWING COMPLEXITY OF AI MODELS REQUIRING HIGH-BANDWIDTH DATA PATHS TO FUEL DEMAND

9 AI CHIP MARKET, BY TECHNOLOGY

  • 9.1 INTRODUCTION
  • 9.2 GENERATIVE AI
    • 9.2.1 RULE-BASED MODELS
      • 9.2.1.1 Rising need to detect fraud in finance sector to propel market
    • 9.2.2 STATISTICAL MODELS
      • 9.2.2.1 Requirement to make accurate predictions from complex data structures to boost segmental growth
    • 9.2.3 DEEP LEARNING
      • 9.2.3.1 Ability to advance AI technologies to boost demand
    • 9.2.4 GENERATIVE ADVERSARIAL NETWORKS (GAN)
      • 9.2.4.1 Pressing need to handle large-scale data to fuel segmental growth
    • 9.2.5 AUTOENCODERS
      • 9.2.5.1 Ability to compress and restructure data to ensure optimum storage space in data centers to stimulate demand
    • 9.2.6 CONVOLUTIONAL NEURAL NETWORKS (CNNS)
      • 9.2.6.1 Surging demand for realistic and high-quality images and videos to accelerate market growth
    • 9.2.7 TRANSFORMER MODELS
      • 9.2.7.1 Increasing utilization in image synthesis and captioning applications to foster segmental growth
  • 9.3 MACHINE LEARNING
    • 9.3.1 RISING USE IN IMAGE AND SPEECH RECOGNITION AND PREDICTIVE ANALYTICS TO CONTRIBUTE TO MARKET GROWTH
  • 9.4 NATURAL LANGUAGE PROCESSING
    • 9.4.1 INCREASING NEED FOR REAL-TIME APPLICATIONS TO SUPPORT MARKET GROWTH
  • 9.5 COMPUTER VISION
    • 9.5.1 ESCALATING NEED FOR ADVANCED PROCESSING CAPABILITIES TO BOOST DEMAND

10 AI CHIP MARKET, BY FUNCTION

  • 10.1 INTRODUCTION
  • 10.2 TRAINING
    • 10.2.1 SURGING NEED TO PROCESS LARGE DATA SETS AND PERFORM PARALLEL COMPUTATION TO CREATE OPPORTUNITIES
  • 10.3 INFERENCE
    • 10.3.1 SURGING DEPLOYMENT ACROSS VARIOUS INDUSTRIES TO BOOST DEMAND

11 AI CHIP MARKET, BY END USER

  • 11.1 INTRODUCTION
  • 11.2 CONSUMER
    • 11.2.1 GROWING ADOPTION OF AI-ENABLED PERSONAL DEVICES TO PROPEL MARKET
  • 11.3 DATA CENTERS
    • 11.3.1 CLOUD SERVICE PROVIDERS
      • 11.3.1.1 Surging AI workloads and cloud adoption to stimulate market growth
    • 11.3.2 ENTERPRISES
      • 11.3.2.1 Escalating use of NLP, image recognition, and predictive analytics to create growth opportunities
      • 11.3.2.2 Healthcare
        • 11.3.2.2.1 Integration of AI in computer-aided drug discovery and development to foster market growth
      • 11.3.2.3 BFSI
        • 11.3.2.3.1 Surging need for fraud detection in financial institutions to boost demand
      • 11.3.2.4 Automotive
        • 11.3.2.4.1 Growing focus on safe and enhanced driving experiences to fuel demand
      • 11.3.2.5 Retail & ecommerce
        • 11.3.2.5.1 Increasing use of chatbots and virtual assistants to offer improved customer services to drive market
      • 11.3.2.6 Media & entertainment
        • 11.3.2.6.1 Real-time analysis of viewer preferences, engagement patterns, and demographic information to augment market growth
      • 11.3.2.7 Others
  • 11.4 GOVERNMENT ORGANIZATIONS
    • 11.4.1 SIGNIFICANT FOCUS ON AUTOMATING ROUTINE TASKS AND EXTRACTING REAL-TIME ACTIONABLE INSIGHTS TO SUPPORT MARKET GROWTH

12 AI CHIP MARKET, BY REGION

  • 12.1 INTRODUCTION
  • 12.2 NORTH AMERICA
    • 12.2.1 MACROECONOMIC OUTLOOK FOR NORTH AMERICA
    • 12.2.2 US
      • 12.2.2.1 Government-led initiatives to boost semiconductor manufacturing to drive market
    • 12.2.3 CANADA
      • 12.2.3.1 Growing emphasis on commercializing AI to spur demand
    • 12.2.4 MEXICO
      • 12.2.4.1 Increasing shift toward digital platforms and cloud-based solutions to accelerate demand
  • 12.3 EUROPE
    • 12.3.1 MACROECONOMIC OUTLOOK FOR EUROPE
    • 12.3.2 UK
      • 12.3.2.1 Growing investments in data center infrastructure to boost demand
    • 12.3.3 GERMANY
      • 12.3.3.1 Presence of robust industrial base to offer lucrative growth opportunities
    • 12.3.4 FRANCE
      • 12.3.4.1 Increasing number of AI startups to accelerate demand
    • 12.3.5 ITALY
      • 12.3.5.1 Rising adoption of digitalization in automotive and healthcare sectors to drive market
    • 12.3.6 SPAIN
      • 12.3.6.1 Growing collaborations and partnerships among AI manufacturers to spur demand
    • 12.3.7 REST OF EUROPE
  • 12.4 ASIA PACIFIC
    • 12.4.1 MACROECONOMIC OUTLOOK FOR ASIA PACIFIC
    • 12.4.2 CHINA
      • 12.4.2.1 Surge in research funding and implementation of supportive regulatory policy to augment market growth
    • 12.4.3 JAPAN
      • 12.4.3.1 Rising adoption of AI chips to advance robotic systems to offer lucrative growth opportunities
    • 12.4.4 INDIA
      • 12.4.4.1 Government-led initiatives to boost AI infrastructure to foster market growth
    • 12.4.5 SOUTH KOREA
      • 12.4.5.1 Thriving semiconductor industry to drive market growth
    • 12.4.6 REST OF ASIA PACIFIC
  • 12.5 ROW
    • 12.5.1 MACROECONOMIC OUTLOOK FOR ROW
    • 12.5.2 MIDDLE EAST
      • 12.5.2.1 Growing emphasis on digital transformation and technological innovation to drive market growth
      • 12.5.2.2 GCC countries
      • 12.5.2.3 Rest of Middle East
    • 12.5.3 AFRICA
      • 12.5.3.1 Rising internet penetration and mobile subscriptions to offer lucrative growth opportunities
    • 12.5.4 SOUTH AMERICA
      • 12.5.4.1 Growing need to store vast volumes of data to boost demand

13 COMPETITIVE LANDSCAPE

  • 13.1 INTRODUCTION
  • 13.2 KEY PLAYER STRATEGIES/RIGHT TO WIN, 2019-2024
  • 13.3 REVENUE ANALYSIS, 2021-2023
  • 13.4 MARKET SHARE ANALYSIS, 2023
  • 13.5 COMPANY VALUATION AND FINANCIAL METRICS
  • 13.6 BRAND/PRODUCT COMPARISON
  • 13.7 COMPANY EVALUATION MATRIX: KEY PLAYERS, 2023
    • 13.7.1 STARS
    • 13.7.2 EMERGING LEADERS
    • 13.7.3 PERVASIVE PLAYERS
    • 13.7.4 PARTICIPANTS
    • 13.7.5 COMPANY FOOTPRINT: KEY PLAYERS, 2023
      • 13.7.5.1 Company footprint
      • 13.7.5.2 Compute footprint
      • 13.7.5.3 Memory footprint
      • 13.7.5.4 Network footprint
      • 13.7.5.5 Technology footprint
      • 13.7.5.6 Function footprint
      • 13.7.5.7 End user footprint
      • 13.7.5.8 Region footprint
  • 13.8 COMPANY EVALUATION MATRIX: STARTUPS/SMES, 2023
    • 13.8.1 PROGRESSIVE COMPANIES
    • 13.8.2 RESPONSIVE COMPANIES
    • 13.8.3 DYNAMIC COMPANIES
    • 13.8.4 STARTING BLOCKS
    • 13.8.5 COMPETITIVE BENCHMARKING: STARTUPS/SMES, 2023
      • 13.8.5.1 Detailed list of key startups/SMEs
      • 13.8.5.2 Competitive benchmarking of key startups/SMEs
  • 13.9 COMPETITIVE SCENARIO
    • 13.9.1 PRODUCT LAUNCHES
    • 13.9.2 DEALS

14 COMPANY PROFILES

  • 14.1 KEY PLAYERS
    • 14.1.1 NVIDIA CORPORATION
      • 14.1.1.1 Business overview
      • 14.1.1.2 Products/Solutions/Services offered
      • 14.1.1.3 Recent developments
        • 14.1.1.3.1 Product launches
        • 14.1.1.3.2 Deals
      • 14.1.1.4 MnM view
        • 14.1.1.4.1 Key strengths
        • 14.1.1.4.2 Strategic choices
        • 14.1.1.4.3 Weaknesses and competitive threats
    • 14.1.2 ADVANCED MICRO DEVICES, INC.
      • 14.1.2.1 Business overview
      • 14.1.2.2 Products/Solutions/Services offered
      • 14.1.2.3 Recent developments
        • 14.1.2.3.1 Product launches
        • 14.1.2.3.2 Deals
      • 14.1.2.4 MnM view
        • 14.1.2.4.1 Key strengths
        • 14.1.2.4.2 Strategic choices
        • 14.1.2.4.3 Weaknesses and competitive threats
    • 14.1.3 INTEL CORPORATION
      • 14.1.3.1 Business overview
      • 14.1.3.2 Products/Solutions/Services offered
      • 14.1.3.3 Recent developments
        • 14.1.3.3.1 Product launches
        • 14.1.3.3.2 Deals
        • 14.1.3.3.3 Other developments
      • 14.1.3.4 MnM view
        • 14.1.3.4.1 Key strengths
        • 14.1.3.4.2 Strategic choices
        • 14.1.3.4.3 Weaknesses and competitive threats
    • 14.1.4 SK HYNIX INC.
      • 14.1.4.1 Business overview
      • 14.1.4.2 Products/Solutions/Services offered
      • 14.1.4.3 Recent developments
        • 14.1.4.3.1 Product launches
        • 14.1.4.3.2 Deals
        • 14.1.4.3.3 Other developments
      • 14.1.4.4 MnM view
        • 14.1.4.4.1 Key strengths
        • 14.1.4.4.2 Strategic choices
        • 14.1.4.4.3 Weaknesses and competitive threats
    • 14.1.5 SAMSUNG
      • 14.1.5.1 Business overview
      • 14.1.5.2 Products/Solutions/Services offered
      • 14.1.5.3 Recent developments
        • 14.1.5.3.1 Product launches
        • 14.1.5.3.2 Deals
      • 14.1.5.4 MnM view
        • 14.1.5.4.1 Key strengths
        • 14.1.5.4.2 Strategic choices
        • 14.1.5.4.3 Weaknesses and competitive threats
    • 14.1.6 MICRON TECHNOLOGY, INC.
      • 14.1.6.1 Business overview
      • 14.1.6.2 Products/Solutions/Services offered
      • 14.1.6.3 Recent developments
        • 14.1.6.3.1 Product launches
        • 14.1.6.3.2 Deals
    • 14.1.7 APPLE INC.
      • 14.1.7.1 Business overview
      • 14.1.7.2 Products/Solutions/Services offered
      • 14.1.7.3 Recent developments
        • 14.1.7.3.1 Product launches
        • 14.1.7.3.2 Deals
    • 14.1.8 QUALCOMM TECHNOLOGIES, INC.
      • 14.1.8.1 Business overview
      • 14.1.8.2 Products/Solutions/Services offered
      • 14.1.8.3 Recent developments
        • 14.1.8.3.1 Product launches
        • 14.1.8.3.2 Deals
    • 14.1.9 HUAWEI TECHNOLOGIES CO., LTD.
      • 14.1.9.1 Business overview
      • 14.1.9.2 Products/Solutions/Services offered
      • 14.1.9.3 Recent developments
        • 14.1.9.3.1 Product launches
        • 14.1.9.3.2 Deals
    • 14.1.10 GOOGLE
      • 14.1.10.1 Business overview
      • 14.1.10.2 Products/Solutions/Services offered
      • 14.1.10.3 Recent developments
        • 14.1.10.3.1 Product launches
        • 14.1.10.3.2 Deals
    • 14.1.11 AMAZON WEB SERVICES, INC.
      • 14.1.11.1 Business overview
      • 14.1.11.2 Products/Solutions/Services offered
      • 14.1.11.3 Recent developments
        • 14.1.11.3.1 Product launches
        • 14.1.11.3.2 Deals
    • 14.1.12 TESLA
      • 14.1.12.1 Business overview
      • 14.1.12.2 Products/Solutions/Services offered
    • 14.1.13 MICROSOFT
      • 14.1.13.1 Business overview
      • 14.1.13.2 Products/Solutions/Services offered
      • 14.1.13.3 Recent developments
        • 14.1.13.3.1 Product launches
        • 14.1.13.3.2 Deals
    • 14.1.14 META
      • 14.1.14.1 Business overview
      • 14.1.14.2 Products/Solutions/Services offered
      • 14.1.14.3 Recent developments
        • 14.1.14.3.1 Product launches
        • 14.1.14.3.2 Deals
    • 14.1.15 T-HEAD
      • 14.1.15.1 Business overview
      • 14.1.15.2 Products/Solutions/Services offered
    • 14.1.16 IMAGINATION TECHNOLOGIES
      • 14.1.16.1 Business overview
      • 14.1.16.2 Products/Solutions/Services offered
      • 14.1.16.3 Recent developments
        • 14.1.16.3.1 Product launches
        • 14.1.16.3.2 Deals
    • 14.1.17 GRAPHCORE
      • 14.1.17.1 Business overview
      • 14.1.17.2 Products/Solutions/Services offered
      • 14.1.17.3 Recent developments
        • 14.1.17.3.1 Product launches
        • 14.1.17.3.2 Deals
    • 14.1.18 CEREBRAS
      • 14.1.18.1 Business overview
      • 14.1.18.2 Products/Solutions/Services offered
      • 14.1.18.3 Recent developments
        • 14.1.18.3.1 Product launches
        • 14.1.18.3.2 Deals
  • 14.2 OTHER PLAYERS
    • 14.2.1 MYTHIC
    • 14.2.2 KALRAY
    • 14.2.3 BLAIZE
    • 14.2.4 GROQ, INC.
    • 14.2.5 HAILO TECHNOLOGIES LTD
    • 14.2.6 GREENWAVES TECHNOLOGIES
    • 14.2.7 SIMA TECHNOLOGIES, INC.
    • 14.2.8 KNERON, INC.
    • 14.2.9 RAIN NEUROMORPHICS INC.
    • 14.2.10 TENSTORRENT
    • 14.2.11 SAMBANOVA SYSTEMS, INC.
    • 14.2.12 TAALAS
    • 14.2.13 SAPEON INC.
    • 14.2.14 REBELLIONS INC.
    • 14.2.15 RIVOS INC.
    • 14.2.16 SHANGHAI BIREN TECHNOLOGY CO., LTD.

15 APPENDIX

  • 15.1 DISCUSSION GUIDE
  • 15.2 KNOWLEDGESTORE: MARKETSANDMARKETS' SUBSCRIPTION PORTAL
  • 15.3 CUSTOMIZATION OPTIONS
  • 15.4 RELATED REPORTS
  • 15.5 AUTHOR DETAILS

List of Tables

  • TABLE 1 AI CHIP MARKET: RESEARCH ASSUMPTIONS
  • TABLE 2 AI CHIP MARKET: RISK ANALYSIS
  • TABLE 3 BLACKWELL PLATFORM OF NVIDIA TO EXCEED TDP OF 1 KW
  • TABLE 4 INDICATIVE PRICING TREND OF COMPUTE OFFERED BY KEY PLAYERS, 2023 (USD)
  • TABLE 5 INDICATIVE PRICING TREND OF COMPUTE, 2020-2023 (USD)
  • TABLE 6 AVERAGE SELLING PRICE TREND OF GPU, BY REGION, 2020-2023 (USD)
  • TABLE 7 AVERAGE SELLING PRICE TREND OF CPU, BY REGION, 2020-2023 (USD)
  • TABLE 8 AVERAGE SELLING PRICE TREND OF FPGA, BY REGION, 2020-2023 (USD)
  • TABLE 9 AI CHIP MARKET: ROLE OF COMPANIES IN ECOSYSTEM
  • TABLE 10 CPU SERVER BILL OF MATERIAL (BOM), 2023
  • TABLE 11 GPU/AI SERVERS COST STRUCTURE FOR NVIDIA'S 'A100', 2023
  • TABLE 12 GPU/AI SERVERS COST STRUCTURE FOR NVIDIA'S 'H100', 2023
  • TABLE 13 COMPARISON OF NVIDIA AI GPU SPECIFICATIONS
  • TABLE 14 COMPARISON OF CPU SPECIFICATIONS
  • TABLE 15 AI CHIP MARKET: LIST OF MAJOR PATENTS
  • TABLE 16 IMPORT DATA FOR HS CODE 854231-COMPLIANT PRODUCTS, BY COUNTRY, 2019-2023 (USD MILLION)
  • TABLE 17 EXPORT DATA FOR HS CODE 854231-COMPLIANT PRODUCTS, BY COUNTRY, 2019-2023 (USD MILLION)
  • TABLE 18 AI CHIP MARKET: KEY CONFERENCES AND EVENTS
  • TABLE 19 NORTH AMERICA: LIST OF REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS
  • TABLE 20 EUROPE: LIST OF REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS
  • TABLE 21 ASIA PACIFIC: LIST OF REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS
  • TABLE 22 ROW: LIST OF REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS
  • TABLE 23 AI CHIP MARKET: STANDARDS
  • TABLE 24 AI CHIP MARKET: PORTER'S FIVE FORCES ANALYSIS
  • TABLE 25 INFLUENCE OF STAKEHOLDERS ON BUYING PROCESS FOR TOP THREE END USERS (%)
  • TABLE 26 KEY BUYING CRITERIA FOR TOP THREE END USERS
  • TABLE 27 AI CHIP MARKET, BY COMPUTE, 2020-2023 (USD MILLION)
  • TABLE 28 AI CHIP MARKET, BY COMPUTE, 2024-2029 (USD MILLION)
  • TABLE 29 AI CHIP MARKET, BY COMPUTE, 2020-2023 (THOUSAND UNITS)
  • TABLE 30 AI CHIP MARKET, BY COMPUTE, 2024-2029 (THOUSAND UNITS)
  • TABLE 31 GPU: AI CHIP MARKET, BY REGION, 2020-2023 (USD MILLION)
  • TABLE 32 GPU: AI CHIP MARKET, BY REGION, 2024-2029 (USD MILLION)
  • TABLE 33 CPU: AI CHIP MARKET, BY REGION, 2020-2023 (USD MILLION)
  • TABLE 34 CPU: AI CHIP MARKET, BY REGION, 2024-2029 (USD MILLION)
  • TABLE 35 FPGA: AI CHIP MARKET, BY REGION, 2020-2023 (USD MILLION)
  • TABLE 36 FPGA: AI CHIP MARKET, BY REGION, 2024-2029 (USD MILLION)
  • TABLE 37 NPU: AI CHIP MARKET, BY REGION, 2020-2023 (USD MILLION)
  • TABLE 38 NPU: AI CHIP MARKET, BY REGION, 2024-2029 (USD MILLION)
  • TABLE 39 AI CHIP MARKET, BY MEMORY, 2020-2023 (USD MILLION)
  • TABLE 40 AI CHIP MARKET, BY MEMORY, 2024-2029 (USD MILLION)
  • TABLE 41 AI CHIP MARKET, BY MEMORY, 2020-2023 (PETABYTE)
  • TABLE 42 AI CHIP MARKET, BY MEMORY, 2024-2029 (PETABYTE)
  • TABLE 43 AI CHIP MARKET FOR MEMORY, BY REGION, 2020-2023 (USD MILLION)
  • TABLE 44 AI CHIP MARKET FOR MEMORY, BY REGION, 2024-2029 (USD MILLION)
  • TABLE 45 AI CHIP MARKET, BY NETWORK, 2020-2023 (USD MILLION)
  • TABLE 46 AI CHIP MARKET, BY NETWORK, 2024-2029 (USD MILLION)
  • TABLE 47 AI CHIP MARKET, BY NETWORK, 2020-2023 (THOUSAND UNITS)
  • TABLE 48 AI CHIP MARKET, BY NETWORK, 2024-2029 (THOUSAND UNITS)
  • TABLE 49 AI CHIP MARKET FOR NETWORK, BY REGION, 2020-2023 (USD MILLION)
  • TABLE 50 AI CHIP MARKET FOR NETWORK, BY REGION, 2024-2029 (USD MILLION)
  • TABLE 51 NIC/NETWORK ADAPTERS: AI CHIP MARKET, BY TYPE, 2020-2023 (USD MILLION)
  • TABLE 52 NIC/NETWORK ADAPTERS: AI CHIP MARKET, BY TYPE, 2024-2029 (USD MILLION)
  • TABLE 53 NIC/NETWORK ADAPTERS: AI CHIP MARKET, BY TYPE, 2020-2023 (THOUSAND UNITS)
  • TABLE 54 NIC/NETWORK ADAPTERS: AI CHIP MARKET, BY TYPE, 2024-2029 (THOUSAND UNITS)
  • TABLE 55 AI CHIP MARKET, BY TECHNOLOGY, 2020-2023 (USD MILLION)
  • TABLE 56 AI CHIP MARKET, BY TECHNOLOGY, 2024-2029 (USD MILLION)
  • TABLE 57 GENERATIVE AI: AI CHIP MARKET, BY TECHNOLOGY TYPE, 2020-2023 (USD MILLION)
  • TABLE 58 GENERATIVE AI: AI CHIP MARKET, BY TECHNOLOGY TYPE, 2024-2029 (USD MILLION)
  • TABLE 59 AI CHIP MARKET, BY FUNCTION, 2020-2023 (USD MILLION)
  • TABLE 60 AI CHIP MARKET, BY FUNCTION, 2024-2029 (USD MILLION)
  • TABLE 61 AI CHIP MARKET FOR COMPUTE, BY FUNCTION, 2020-2023 (THOUSAND UNITS)
  • TABLE 62 AI CHIP MARKET FOR COMPUTE, BY FUNCTION, 2024-2029 (THOUSAND UNITS)
  • TABLE 63 AI CHIP MARKET, BY END USER, 2020-2023 (USD MILLION)
  • TABLE 64 AI CHIP MARKET, BY END USER, 2024-2029 (USD MILLION)
  • TABLE 65 CONSUMER: AI CHIP MARKET, BY REGION, 2020-2023 (USD MILLION)
  • TABLE 66 CONSUMER: AI CHIP MARKET, BY REGION, 2024-2029 (USD MILLION)
  • TABLE 67 DATA CENTERS: AI CHIP MARKET, BY REGION, 2020-2023 (USD MILLION)
  • TABLE 68 DATA CENTERS: AI CHIP MARKET, BY REGION, 2024-2029 (USD MILLION)
  • TABLE 69 CLOUD SERVICE PROVIDERS: AI CHIP MARKET, BY REGION, 2020-2023 (USD MILLION)
  • TABLE 70 CLOUD SERVICE PROVIDERS: AI CHIP MARKET, BY REGION, 2024-2029 (USD MILLION)
  • TABLE 71 ENTERPRISES: AI CHIP MARKET, BY REGION, 2020-2023 (USD MILLION)
  • TABLE 72 ENTERPRISES: AI CHIP MARKET, BY REGION, 2024-2029 (USD MILLION)
  • TABLE 73 HEALTHCARE: AI CHIP MARKET, BY REGION, 2020-2023 (USD MILLION)
  • TABLE 74 HEALTHCARE: AI CHIP MARKET, BY REGION, 2024-2029 (USD MILLION)
  • TABLE 75 BFSI: AI CHIP MARKET, BY REGION, 2020-2023 (USD MILLION)
  • TABLE 76 BFSI: AI CHIP MARKET, BY REGION, 2024-2029 (USD MILLION)
  • TABLE 77 AUTOMOTIVE: AI CHIP MARKET, BY REGION, 2020-2023 (USD MILLION)
  • TABLE 78 AUTOMOTIVE: AI CHIP MARKET, BY REGION, 2024-2029 (USD MILLION)
  • TABLE 79 RETAIL & ECOMMERCE: AI CHIP MARKET, BY REGION, 2020-2023 (USD MILLION)
  • TABLE 80 RETAIL & ECOMMERCE: AI CHIP MARKET, BY REGION, 2024-2029 (USD MILLION)
  • TABLE 81 MEDIA & ENTERTAINMENT: AI CHIP MARKET, BY REGION, 2020-2023 (USD MILLION)
  • TABLE 82 MEDIA & ENTERTAINMENT: AI CHIP MARKET, BY REGION, 2024-2029 (USD MILLION)
  • TABLE 83 OTHERS: AI CHIP MARKET, BY REGION, 2020-2023 (USD MILLION)
  • TABLE 84 OTHERS: AI CHIP MARKET, BY REGION, 2024-2029 (USD MILLION)
  • TABLE 85 GOVERNMENT ORGANIZATIONS: AI CHIP MARKET, BY REGION, 2020-2023 (USD MILLION)
  • TABLE 86 GOVERNMENT ORGANIZATIONS: AI CHIP MARKET, BY REGION, 2024-2029 (USD MILLION)
  • TABLE 87 AI CHIP MARKET, BY REGION, 2020-2023 (USD MILLION)
  • TABLE 88 AI CHIP MARKET, BY REGION, 2024-2029 (USD MILLION)
  • TABLE 89 NORTH AMERICA: AI CHIP MARKET, BY COUNTRY, 2020-2023 (USD MILLION)
  • TABLE 90 NORTH AMERICA: AI CHIP MARKET, BY COUNTRY, 2024-2029 (USD MILLION)
  • TABLE 91 NORTH AMERICA: AI CHIP MARKET, BY END USER, 2020-2023 (USD MILLION)
  • TABLE 92 NORTH AMERICA: AI CHIP MARKET, BY END USER, 2024-2029 (USD MILLION)
  • TABLE 93 NORTH AMERICA: AI CHIP MARKET FOR DATA CENTERS, BY END USER, 2020-2023 (USD MILLION)
  • TABLE 94 NORTH AMERICA: AI CHIP MARKET FOR DATA CENTERS, BY END USER, 2024-2029 (USD MILLION)
  • TABLE 95 NORTH AMERICA: AI CHIP MARKET FOR ENTERPRISES, BY END USER, 2020-2023 (USD MILLION)
  • TABLE 96 NORTH AMERICA: AI CHIP MARKET FOR ENTERPRISES, BY END USER, 2024-2029 (USD MILLION)
  • TABLE 97 NORTH AMERICA: AI CHIP MARKET, BY COMPUTE, 2020-2023 (USD MILLION)
  • TABLE 98 NORTH AMERICA: AI CHIP MARKET, BY COMPUTE, 2024-2029 (USD MILLION)
  • TABLE 99 EUROPE: AI CHIP MARKET, BY COUNTRY, 2020-2023 (USD MILLION)
  • TABLE 100 EUROPE: AI CHIP MARKET, BY COUNTRY, 2024-2029 (USD MILLION)
  • TABLE 101 EUROPE: AI CHIP MARKET, BY END USER, 2020-2023 (USD MILLION)
  • TABLE 102 EUROPE: AI CHIP MARKET, BY END USER, 2024-2029 (USD MILLION)
  • TABLE 103 EUROPE: AI CHIP MARKET FOR DATA CENTERS, BY END USER, 2020-2023 (USD MILLION)
  • TABLE 104 EUROPE: AI CHIP MARKET FOR DATA CENTERS, BY END USER, 2024-2029 (USD MILLION)
  • TABLE 105 EUROPE: AI CHIP MARKET FOR ENTERPRISES, BY END USER, 2020-2023 (USD MILLION)
  • TABLE 106 EUROPE: AI CHIP MARKET FOR ENTERPRISES, BY END USER, 2024-2029 (USD MILLION)
  • TABLE 107 EUROPE: AI CHIP MARKET, BY COMPUTE, 2020-2023 (USD MILLION)
  • TABLE 108 EUROPE: AI CHIP MARKET, BY COMPUTE, 2024-2029 (USD MILLION)
  • TABLE 109 ASIA PACIFIC: AI CHIP MARKET, BY COUNTRY, 2020-2023 (USD MILLION)
  • TABLE 110 ASIA PACIFIC: AI CHIP MARKET, BY COUNTRY, 2024-2029 (USD MILLION)
  • TABLE 111 ASIA PACIFIC: AI CHIP MARKET, BY END USER, 2020-2023 (USD MILLION)
  • TABLE 112 ASIA PACIFIC: AI CHIP MARKET, BY END USER, 2024-2029 (USD MILLION)
  • TABLE 113 ASIA PACIFIC: AI CHIP MARKET FOR DATA CENTERS, BY END USER, 2020-2023 (USD MILLION)
  • TABLE 114 ASIA PACIFIC: AI CHIP MARKET FOR DATA CENTERS, BY END USER, 2024-2029 (USD MILLION)
  • TABLE 115 ASIA PACIFIC: AI CHIP MARKET FOR ENTERPRISES, BY END USER, 2020-2023 (USD MILLION)
  • TABLE 116 ASIA PACIFIC: AI CHIP MARKET FOR ENTERPRISES, BY END USER, 2024-2029 (USD MILLION)
  • TABLE 117 ASIA PACIFIC: AI CHIP MARKET, BY COMPUTE, 2020-2023 (USD MILLION)
  • TABLE 118 ASIA PACIFIC: AI CHIP MARKET, BY COMPUTE, 2024-2029 (USD MILLION)
  • TABLE 119 ROW: AI CHIP MARKET, BY REGION, 2020-2023 (USD MILLION)
  • TABLE 120 ROW: AI CHIP MARKET, BY REGION, 2024-2029 (USD MILLION)
  • TABLE 121 ROW: AI CHIP MARKET, BY END USER, 2020-2023 (USD THOUSAND)
  • TABLE 122 ROW: AI CHIP MARKET, BY END USER, 2024-2029 (USD THOUSAND)
  • TABLE 123 ROW: AI CHIP MARKET FOR DATA CENTERS, BY END USER, 2020-2023 (USD THOUSAND)
  • TABLE 124 ROW: AI CHIP MARKET FOR DATA CENTERS, BY END USER, 2024-2029 (USD THOUSAND)
  • TABLE 125 ROW: AI CHIP MARKET FOR ENTERPRISES, BY END USER, 2020-2023 (USD THOUSAND)
  • TABLE 126 ROW: AI CHIP MARKET FOR ENTERPRISES, BY END USER, 2024-2029 (USD THOUSAND)
  • TABLE 127 ROW: AI CHIP MARKET, BY COMPUTE, 2020-2023 (USD MILLION)
  • TABLE 128 ROW: AI CHIP MARKET, BY COMPUTE, 2024-2029 (USD MILLION)
  • TABLE 129 MIDDLE EAST: AI CHIP MARKET, BY COUNTRY, 2020-2023 (USD MILLION)
  • TABLE 130 MIDDLE EAST: AI CHIP MARKET, BY COUNTRY, 2024-2029 (USD MILLION)
  • TABLE 131 AI CHIP MARKET: OVERVIEW OF STRATEGIES ADOPTED BY KEY PLAYERS, 2019-2024
  • TABLE 132 COMPUTE MARKET: DEGREE OF COMPETITION
  • TABLE 133 MEMORY (HBM) MARKET: DEGREE OF COMPETITION
  • TABLE 134 AI CHIP MARKET: COMPUTE FOOTPRINT
  • TABLE 135 AI CHIP MARKET: MEMORY FOOTPRINT
  • TABLE 136 AI CHIP MARKET: NETWORK FOOTPRINT
  • TABLE 137 AI CHIP MARKET: TECHNOLOGY FOOTPRINT
  • TABLE 138 AI CHIP MARKET: FUNCTION FOOTPRINT
  • TABLE 139 AI CHIP MARKET: END USER FOOTPRINT
  • TABLE 140 AI CHIP MARKET: REGION FOOTPRINT
  • TABLE 141 AI CHIP MARKET: DETAILED LIST OF KEY STARTUPS/SMES, 2023
  • TABLE 142 AI CHIP MARKET: COMPETITIVE BENCHMARKING OF KEY STARTUPS/SMES, 2023
  • TABLE 143 AI CHIP MARKET: PRODUCT LAUNCHES, FEBRUARY 2019-JULY 2024
  • TABLE 144 AI CHIP MARKET: DEALS, FEBRUARY 2019-JULY 2024
  • TABLE 145 NVIDIA CORPORATION: COMPANY OVERVIEW
  • TABLE 146 NVIDIA CORPORATION: PRODUCTS/SOLUTIONS/SERVICES OFFERED
  • TABLE 147 NVIDIA CORPORATION: PRODUCT LAUNCHES
  • TABLE 148 NVIDIA CORPORATION: DEALS
  • TABLE 149 ADVANCED MICRO DEVICES, INC.: COMPANY OVERVIEW
  • TABLE 150 ADVANCED MICRO DEVICES, INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED
  • TABLE 151 ADVANCED MICRO DEVICES, INC.: PRODUCT LAUNCHES
  • TABLE 152 ADVANCED MICRO DEVICES, INC.: DEALS
  • TABLE 153 INTEL CORPORATION: COMPANY OVERVIEW
  • TABLE 154 INTEL CORPORATION: PRODUCTS/SOLUTIONS/SERVICES OFFERED
  • TABLE 155 INTEL CORPORATION: PRODUCT LAUNCHES
  • TABLE 156 INTEL CORPORATION: DEALS
  • TABLE 157 INTEL CORPORATION: OTHER DEVELOPMENTS
  • TABLE 158 SK HYNIX INC.: COMPANY OVERVIEW
  • TABLE 159 SK HYNIX INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED
  • TABLE 160 SK HYNIX INC.: PRODUCT LAUNCHES
  • TABLE 161 SK HYNIX INC.: DEALS
  • TABLE 162 SK HYNIX INC.: OTHER DEVELOPMENTS
  • TABLE 163 SAMSUNG: COMPANY OVERVIEW
  • TABLE 164 SAMSUNG: PRODUCTS/SOLUTIONS/SERVICES OFFERED
  • TABLE 165 SAMSUNG: PRODUCT LAUNCHES
  • TABLE 166 SAMSUNG: DEALS
  • TABLE 167 MICRON TECHNOLOGY, INC.: COMPANY OVERVIEW
  • TABLE 168 MICRON TECHNOLOGY, INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED
  • TABLE 169 MICRON TECHNOLOGY, INC.: PRODUCT LAUNCHES
  • TABLE 170 MICRON TECHNOLOGY, INC.: DEALS
  • TABLE 171 APPLE INC.: COMPANY OVERVIEW
  • TABLE 172 APPLE INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED
  • TABLE 173 APPLE INC.: PRODUCT LAUNCHES
  • TABLE 174 APPLE INC.: DEALS
  • TABLE 175 QUALCOMM TECHNOLOGIES, INC.: COMPANY OVERVIEW
  • TABLE 176 QUALCOMM TECHNOLOGIES, INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED
  • TABLE 177 QUALCOMM TECHNOLOGIES, INC.: PRODUCT LAUNCHES
  • TABLE 178 QUALCOMM TECHNOLOGIES, INC.: DEALS
  • TABLE 179 HUAWEI TECHNOLOGIES CO., LTD.: COMPANY OVERVIEW
  • TABLE 180 HUAWEI TECHNOLOGIES CO., LTD.: PRODUCTS/SOLUTIONS/SERVICES OFFERED
  • TABLE 181 HUAWEI TECHNOLOGIES CO., LTD.: PRODUCT LAUNCHES
  • TABLE 182 HUAWEI TECHNOLOGIES CO., LTD.: DEALS
  • TABLE 183 GOOGLE: COMPANY OVERVIEW
  • TABLE 184 GOOGLE: PRODUCTS/SOLUTIONS/SERVICES OFFERED
  • TABLE 185 GOOGLE: PRODUCT LAUNCHES
  • TABLE 186 GOOGLE: DEALS
  • TABLE 187 AMAZON WEB SERVICES, INC.: COMPANY OVERVIEW
  • TABLE 188 AMAZON WEB SERVICES, INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED
  • TABLE 189 AMAZON WEB SERVICES, INC.: PRODUCT LAUNCHES
  • TABLE 190 AMAZON WEB SERVICES, INC.: DEALS
  • TABLE 191 TESLA: COMPANY OVERVIEW
  • TABLE 192 TESLA: PRODUCTS/SOLUTIONS/SERVICES OFFERED
  • TABLE 193 MICROSOFT: COMPANY OVERVIEW
  • TABLE 194 MICROSOFT: PRODUCTS/SOLUTIONS/SERVICES OFFERED
  • TABLE 195 MICROSOFT: PRODUCT LAUNCHES
  • TABLE 196 MICROSOFT: DEALS
  • TABLE 197 META: COMPANY OVERVIEW
  • TABLE 198 META: PRODUCTS/SOLUTIONS/SERVICES OFFERED
  • TABLE 199 META: PRODUCT LAUNCHES
  • TABLE 200 META: DEALS
  • TABLE 201 T-HEAD: COMPANY OVERVIEW
  • TABLE 202 T-HEAD: PRODUCTS/SOLUTIONS/SERVICES OFFERED
  • TABLE 203 IMAGINATION TECHNOLOGIES: COMPANY OVERVIEW
  • TABLE 204 IMAGINATION TECHNOLOGIES: PRODUCTS/SOLUTIONS/SERVICES OFFERED
  • TABLE 205 IMAGINATION TECHNOLOGIES: PRODUCT LAUNCHES
  • TABLE 206 IMAGINATION TECHNOLOGIES: DEALS
  • TABLE 207 GRAPHCORE: COMPANY OVERVIEW
  • TABLE 208 GRAPHCORE: PRODUCTS/SOLUTIONS/SERVICES OFFERED
  • TABLE 209 GRAPHCORE: PRODUCT LAUNCHES
  • TABLE 210 GRAPHCORE: DEALS
  • TABLE 211 CEREBRAS: COMPANY OVERVIEW
  • TABLE 212 CEREBRAS: PRODUCTS/SOLUTIONS/SERVICES OFFERED
  • TABLE 213 CEREBRAS: PRODUCT LAUNCHES
  • TABLE 214 CEREBRAS: DEALS

List of Figures

  • FIGURE 1 AI CHIP MARKET: SEGMENTATION AND REGIONAL SCOPE
  • FIGURE 2 AI CHIP MARKET: RESEARCH DESIGN
  • FIGURE 3 AI CHIP MARKET: RESEARCH FLOW
  • FIGURE 4 REVENUE GENERATED FROM SALES OF AI CHIPS IN 2023
  • FIGURE 5 AI CHIP MARKET: REVENUE ANALYSIS OF NVIDIA CORPORATION
  • FIGURE 6 AI CHIP MARKET: BOTTOM-UP APPROACH
  • FIGURE 7 AI CHIP MARKET: TOP-DOWN APPROACH
  • FIGURE 8 AI CHIP MARKET: DATA TRIANGULATION
  • FIGURE 9 GPU SEGMENT TO CAPTURE LARGEST MARKET SHARE IN 2029
  • FIGURE 10 HBM SEGMENT TO GROW AT HIGHER CAGR DURING FORECAST PERIOD
  • FIGURE 11 NIC/NETWORK ADAPTERS TO ACCOUNT FOR LARGER MARKET SHARE IN 2029
  • FIGURE 12 GENERATIVE AI SEGMENT TO GROW AT HIGHEST CAGR DURING FORECAST PERIOD
  • FIGURE 13 INFERENCE SEGMENT TO CAPTURE LARGER MARKET SHARE IN 2029
  • FIGURE 14 DATA CENTERS SEGMENT TO SECURE LARGEST MARKET SHARE IN 2024
  • FIGURE 15 NORTH AMERICA DOMINATED GLOBAL AI CHIP MARKET IN 2023
  • FIGURE 16 RISING DEMAND FOR AI CHIPS AMONG CLOUD SERVICE PROVIDERS TO DRIVE MARKET
  • FIGURE 17 GPU SEGMENT TO DOMINATE MARKET IN 2024
  • FIGURE 18 HBM SEGMENT TO HOLD LARGER MARKET SHARE DURING FORECAST PERIOD
  • FIGURE 19 NIC/NETWORK ADAPTERS SEGMENT TO RECORD HIGHER CAGR DURING FORECAST PERIOD
  • FIGURE 20 MACHINE LEARNING AND INFERENCE SEGMENTS TO HOLD LARGEST MARKET SHARES IN 2024
  • FIGURE 21 DATA CENTERS TO WITNESS HIGHEST CAGR DURING FORECAST PERIOD
  • FIGURE 22 ASIA PACIFIC TO REGISTER HIGHEST CAGR DURING FORECAST PERIOD
  • FIGURE 23 CHINA TO RECORD HIGHEST CAGR IN GLOBAL AI CHIP MARKET DURING FORECAST PERIOD
  • FIGURE 24 AI CHIP MARKET: DRIVERS, RESTRAINTS, OPPORTUNITIES, AND CHALLENGES
  • FIGURE 25 MOBILE DATA TRAFFIC, 2022-2029
  • FIGURE 26 AI CHIP MARKET: IMPACT ANALYSIS OF DRIVERS
  • FIGURE 27 NVIDIA'S DATACENTER GPU POWER CONSUMPTION IN TDP
  • FIGURE 28 INTEL DATACENTER GPU POWER CONSUMPTION IN TDP
  • FIGURE 29 AI CHIP MARKET: IMPACT ANALYSIS OF RESTRAINTS
  • FIGURE 30 AI CHIP MARKET: IMPACT ANALYSIS OF OPPORTUNITIES
  • FIGURE 31 AI CHIP MARKET: IMPACT ANALYSIS OF CHALLENGES
  • FIGURE 32 TRENDS/DISRUPTIONS INFLUENCING CUSTOMER BUSINESS
  • FIGURE 33 AVERAGE SELLING PRICE TREND OF COMPUTE PROVIDED BY KEY PLAYERS, 2023
  • FIGURE 34 AVERAGE SELLING PRICE TREND OF GPU, BY REGION, 2020-2023
  • FIGURE 35 AVERAGE SELLING PRICE TREND OF CPU, BY REGION, 2020-2023
  • FIGURE 36 AVERAGE SELLING PRICE TREND OF FPGA, BY REGION, 2020-2023
  • FIGURE 37 AI CHIP MARKET: VALUE CHAIN ANALYSIS
  • FIGURE 38 AI CHIP MARKET: ECOSYSTEM ANALYSIS
  • FIGURE 39 INVESTMENT AND FUNDING IN AI CHIPS INDUSTRY, 2023-2024
  • FIGURE 40 NVIDIA AI CHIPS WITH HIGH-BANDWIDTH MEMORY
  • FIGURE 41 CPU SERVER: BILL OF MATERIAL (BOM) SHARE, 2023
  • FIGURE 42 NVIDIA A100 SERVER: BILL OF MATERIAL (BOM) SHARE, 2023
  • FIGURE 43 NVIDIA H100 SERVER: BILL OF MATERIAL (BOM) SHARE, 2023
  • FIGURE 44 GLOBAL OVERALL SERVER AND AI SERVER SHIPMENT, 2023-2029 (THOUSAND UNITS)
  • FIGURE 45 UPCOMING DEPLOYMENT OF DATA CENTERS BY CLOUD SERVICE PROVIDERS (CSPS) IN VARIOUS REGIONS
  • FIGURE 46 CAPEX AND IT EQUIPMENT SPENDS BY GLOBAL CSPS/HYPERSCALERS, 2020-2029 (USD BILLION)
  • FIGURE 47 CAPEX OF GLOBAL TOP CSPS/HYPERSCALERS, 2023
  • FIGURE 48 GLOBAL IT EQUIPMENT SPENDS BY CSP/HYPERSCALERS, 2023
  • FIGURE 49 AI SERVER PROCUREMENT BY CSPS, 2020-2029 (THOUSAND UNITS)
  • FIGURE 50 NUMBER OF PATENTS GRANTED PER YEAR, 2013-2023
  • FIGURE 51 IMPORT DATA FOR HS CODE 854231-COMPLIANT PRODUCTS FOR TOP FIVE COUNTRIES, 2019-2023
  • FIGURE 52 EXPORT DATA FOR HS CODE 854231-COMPLIANT PRODUCTS FOR TOP FIVE COUNTRIES, 2019-2023
  • FIGURE 53 AI CHIP MARKET: PORTER'S FIVE FORCES ANALYSIS
  • FIGURE 54 INFLUENCE OF STAKEHOLDERS ON BUYING PROCESS FOR TOP THREE END USERS
  • FIGURE 55 KEY BUYING CRITERIA FOR TOP THREE END USERS
  • FIGURE 56 GPU SEGMENT TO HOLD LARGER MARKET SHARE DURING FORECAST PERIOD
  • FIGURE 57 HBM SEGMENT TO ACCOUNT FOR LARGER MARKET SHARE DURING FORECAST PERIOD
  • FIGURE 58 NIC/NETWORK ADAPTERS TO REGISTER HIGHER CAGR DURING FORECAST PERIOD
  • FIGURE 59 MACHINE LEARNING SEGMENT TO HOLD LARGEST MARKET SHARE DURING FORECAST PERIOD
  • FIGURE 60 INFERENCE SEGMENT TO HOLD LARGER MARKET SHARE DURING FORECAST PERIOD
  • FIGURE 61 DATA CENTERS TO HOLD LARGEST MARKET SHARE DURING FORECAST PERIOD
  • FIGURE 62 ASIA PACIFIC TO BE FASTEST-GROWING MARKET DURING FORECAST PERIOD
  • FIGURE 63 NORTH AMERICA: AI CHIP MARKET SNAPSHOT
  • FIGURE 64 US TO ACCOUNT FOR LARGEST SHARE OF NORTH AMERICAN AI CHIP MARKET THROUGHOUT FORECAST PERIOD
  • FIGURE 65 EUROPE: AI CHIP MARKET SNAPSHOT
  • FIGURE 66 GERMANY TO EXHIBIT HIGHEST CAGR IN EUROPEAN MARKET DURING FORECAST PERIOD
  • FIGURE 67 ASIA PACIFIC: AI CHIP MARKET SNAPSHOT
  • FIGURE 68 CHINA TO EXHIBIT HIGHEST CAGR IN ASIA PACIFIC MARKET DURING FORECAST PERIOD
  • FIGURE 69 SOUTH AMERICA TO DOMINATE AI CHIP MARKET IN ROW IN 2024
  • FIGURE 70 AI CHIP MARKET: REVENUE ANALYSIS OF TOP THREE PLAYERS, 2021-2023
  • FIGURE 71 COMPUTE MARKET SHARE, 2023
  • FIGURE 72 MEMORY (HBM) MARKET SHARE, 2023
  • FIGURE 73 AI CHIP MARKET: COMPANY VALUATION
  • FIGURE 74 AI CHIP MARKET: FINANCIAL METRICS (EV/EBITDA)
  • FIGURE 75 AI CHIP MARKET: BRAND/PRODUCT COMPARISON
  • FIGURE 76 AI CHIP MARKET: COMPANY EVALUATION MATRIX (KEY PLAYERS), 2023
  • FIGURE 77 AI CHIP MARKET: COMPANY FOOTPRINT
  • FIGURE 78 AI CHIP MARKET: COMPANY EVALUATION MATRIX (STARTUPS/SMES), 2023
  • FIGURE 79 NVIDIA CORPORATION: COMPANY SNAPSHOT
  • FIGURE 80 ADVANCED MICRO DEVICES, INC.: COMPANY SNAPSHOT
  • FIGURE 81 INTEL CORPORATION: COMPANY SNAPSHOT
  • FIGURE 82 SK HYNIX INC.: COMPANY SNAPSHOT
  • FIGURE 83 SAMSUNG: COMPANY SNAPSHOT
  • FIGURE 84 MICRON TECHNOLOGY, INC.: COMPANY SNAPSHOT
  • FIGURE 85 APPLE INC.: COMPANY SNAPSHOT
  • FIGURE 86 QUALCOMM TECHNOLOGIES, INC.: COMPANY SNAPSHOT
  • FIGURE 87 HUAWEI TECHNOLOGIES CO., LTD.: COMPANY SNAPSHOT
  • FIGURE 88 GOOGLE: COMPANY SNAPSHOT
  • FIGURE 89 AMAZON WEB SERVICES, INC.: COMPANY SNAPSHOT
  • FIGURE 90 TESLA: COMPANY SNAPSHOT
  • FIGURE 91 MICROSOFT: COMPANY SNAPSHOT
  • FIGURE 92 META: COMPANY SNAPSHOT