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市場調查報告書
商品編碼
1440228
遊戲GPU - 市佔率分析、產業趨勢與統計、成長預測（2024 - 2029）Gaming GPU - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029) |
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遊戲 GPU 市場規模預計2024年為 36.5 億美元，預計到2029年將達到 157 億美元，在預測期內（2024-2029年）CAGR為 33.84%。
千禧世代遊戲化趨勢的興起導致電玩玩家擴大採用虛擬世界。遊戲機也從餐廳、遊樂場和酒吧中強大的基於位置的設備發展到遊戲機和個人電腦形式的家用遊戲機。隨著莫耳定律降低了晶片價格並提高了性能，人們購買了更多的家用遊戲機，這會產生積極的價格彈性效應，但會犧牲基於位置的遊戲機。隨著過去幾年遊戲機銷量的成長，對遊戲 GPU 的需求也顯著成長。
主要亮點
- 隨著智慧型手機、平板電腦、個人電腦和遊戲機擴大用於遊戲目的，對圖形密集型遊戲應用程式的高階運算系統的需求也在增加。對能夠處理與遊戲所需的 2D 和 3D 圖形相關的複雜數學計算的專用處理器的需求不斷成長，推動了 GPU 市場需求。
- 高效能運算領域的技術進步也可能為 GPU 供應商帶來機會。例如，今年 4月，Nvidia 表示，研究人員使用配備 NVIDIA GPU 的超級電腦發現了 4月 25 日哈伯資料的趨勢。此外，高效能運算與 NVIDIA GPU 結合使用，可加深對所有行星的了解並分析其炎熱的大氣層。
- 市場的其他驅動力包括汽車、製造、房地產和醫療保健等垂直行業，以及支援圖形應用和 3D 內容的處理器的使用不斷增加。例如，在汽車行業的製造和設計應用中，CAD 和模擬軟體使用 GPU 為關鍵應用創建逼真的圖像和動畫。
- 遊戲 GPU 使用先進的技術和材料。造成當前 GPU 高價格的主要因素之一是較高的製造費用。只有生產者能夠負擔得起的材料才能生產。由於製造成本上升導致 GPU 售價上漲，生產商考慮在不犧牲產品品質或數量的情況下實現利潤最大化。由於龐大的初始投資，消費者更願意在他們的設備中使用最新遊戲 GPU 以外的其他東西，這對市場成長來說是一個挑戰。
- 現代電玩控制台和伺服器使用許多組件，包括遊戲 GPU 電路。由於供應鏈問題，COVID-19 威脅了許多此類組件的平均生產。然而，半導體代工廠開始恢復生產，這刺激了市場上的製造商。雲端運算、遊戲、資料中心伺服器、自動化和人工智慧技術的需求可以幫助 GPU 製造商在疫情後期恢復成長。
遊戲 GPU 市場趨勢
產業對遊戲機、擴增實境（AR）和虛擬實境（VR）的需求不斷成長推動市場發展
隨著電子競技和其他類型線上遊戲的日益普及，遊戲機上的電動遊戲興起，並將在未來幾年呈現出更多的成長機會。由於這一趨勢，連接和娛樂提供者可以透過提供與遊戲機相關的視訊服務產品（例如快速寬頻和體育直播）來瞄準遊戲機遊戲玩家，並透過 OTT 服務以最佳方式透過觀眾獲利。電玩遊戲開發商可以為遊戲訂閱服務提供高價，包括存取電子競技賽事和原創內容。
- 隨著雲端遊戲的興起，GPU市場近年來呈現上升趨勢。 Blade 是 Shadow 背後的法國新創公司，是一項面向遊戲玩家的雲端運算服務，允許玩家按月付費存取資料中心的遊戲 PC。與其他雲端遊戲服務相比，該公司提供完整的 Windows 11 功能。該公司目前提供每月 35 美元的單一配置，配備 Intel Xeon 2620 處理器、Nvidia Quadro P5000 GPU 和 Nvidia GeForce GTX 1080、8 個執行緒、12GB RAM 和 256GB 儲存。
- 此外，主要遊戲開發商也致力於開發具有高圖形品質的基於主機的遊戲，為遊戲領域的成長做出了貢獻。索尼和微軟優先考慮高達 120 fps 的刷新率，而不是試圖將遊戲機推銷為支援 8K，實現無縫的遊戲體驗。 Nvidia 正試圖透過其強大的 RTX 3090 顯示卡超越 4K，該顯示卡可為 PC 提供 8K 遊戲。
- 遊戲機開發商也致力於新產品開發，以提高市場競爭的門檻。索尼的目標是10.28 teraflops 的性能，這比Xbox Series X 低了近15%。散熱和架構方面也存在一些根本差異，這使得索尼能夠提供可變的GPU 和CPU 速度，而微軟則堅持更傳統的在固定速度速度方面，4K 性能與索尼非常接近。
- AR 和 VR 在各種應用中的日益普及預計將推動 GPU 的採用。由於圖形技術的改進，現在可以實現真正的 AR 或 VR 並創造引人注目的用戶體驗。許多公司開發 VR 解決方案，主要是為了重新定義人們體驗運算和遊戲的方式，這些公司也在開發用於 AR 和 VR 應用程式的 GPU 系統。
北美預計將佔據重要佔有率
過去幾年，北美地區千禧世代的遊戲需求急劇成長。據 Limelight Networks 表示，在美國，超過 30%的電玩玩家為遊戲訂閱服務付費，超過 35%的人每周至少玩一次線上電玩遊戲。
- 主要技術開發商投資北美遊戲市場的線上遊戲，進一步推動該地區的市場成長。今年1月，美國跨國企業微軟宣布計畫收購遊戲開發與互動娛樂內容發行領域的知名企業動視暴雪公司。此次收購可能會加速微軟遊戲業務在行動、PC、遊戲機和雲端領域的成長，預計將推動對該公司 Xbox 產品的需求。
- 此外，今年3月，英特爾推出了適用於筆記型電腦和桌上型電腦的Arc系列圖形處理單元（GPU）。配備Arc 3 GPU 的筆記型電腦專為增強遊戲和內容製作而設計，現已接受預訂，而配備Arc 5 和Arc 7 GPU 的筆記型電腦專為高級和高效能遊戲而設計，將於今年稍後上市。
- 雲端遊戲公司受益於與電信公司的合作，開發更好的端到端網路並鼓勵該地區採用 5G。電信公司增加上游容量以滿足電競玩家需求的需求是進一步的驅動力，各個供應商合作以滿足他們的遊戲需求。
該地區的遊戲 GPU 廠商也致力於開發 GPU 產品，進一步推動該地區的成長。例如，去年 7月，AMD 推出了 AMD Radeon RX 6600XT 系列顯示卡產品，利用 AMD RDNA 架構的強大功能，同時憑藉 9.6 teraflops 的 RDNA 2 技術和 8 GB GDDR6 RAM 提供更好的效能。
遊戲 GPU 產業概覽
遊戲 GPU 市場顯著整合，全球和區域參與者較少。這些參與者佔據了重要的市場佔有率，並致力於擴大全球客戶群。這些供應商致力於研發投資，引進新的解決方案、策略聯盟以及其他有機和無機成長策略，以在預測期內獲得競爭優勢。
2022年 11月，華碩更新了 TUF Gaming GeForce RTX 3060 Ti 和 Dual GeForce RTX 3060 Ti 顯示卡，加入 GDDR6X 記憶體，以獲得更好的性能。 3060 Ti 的功能透過添加 GDDR6X RAM 得到了改進，這為挑剔的 PC DIY 建造者提供了更多的選擇。華碩生產了一款配備 8 GB GDDR6 VRAM 的全新 GeForce RTX 3060，以提高 GPU 的客製化和組裝能力。
附加優惠：
- Excel 格式的市場估算（ME）表
- 3 個月的分析師支持
目錄
第1章 簡介
- 研究假設和市場定義
- 研究範圍
第2章 研究方法
第3章 執行摘要
第4章 市場洞察
- 市場概況
- 產業吸引力－波特五力分析
- 新進入者的威脅
- 買家的議價能力
- 供應商的議價能力
- 替代品的威脅
- 競爭激烈程度
- 產業價值鏈分析
- COVID-19 對產業影響的評估
- 市場促進因素
- 產業對遊戲機、擴增實境（AR）和虛擬實境（VR）的需求不斷成長
- 對具有更高刷新率的高級顯示器的需求不斷增加
- 市場限制
- 初始投資高
第5章 市場細分
- 類型
- 專用顯示卡
- 整合顯示卡解決方案
- 其他市場類型
- 裝置
- 行動裝置
- 個人電腦和工作站
- 遊戲機
- 汽車
- 其他設備
- 地理
- 北美洲
- 歐洲
- 亞太地區
- 拉丁美洲
- 中東和非洲
第6章 競爭格局
- 公司簡介
- Intel Corporation
- Advanced Micro Devices Inc.
- Nvidia Corporation
- ASUSTEK Computer Inc
- GIGA-BYTE Technology Co., Ltd.
- Arm Limited
- Qualcomm Technologies Inc.
- Imagination Technologies Group
- EVGA Corporation
- SAPPHIRE Technology Limited
第7章 投資分析
第8章 市場的未來
The Gaming GPU Market size is estimated at USD 3.65 billion in 2024, and is expected to reach USD 15.70 billion by 2029, growing at a CAGR of 33.84% during the forecast period (2024-2029).
The rising gamification trend among millennials has led to the increasing adoption of a virtual world for video gamers. Gaming machines have also evolved from powerful location-based devices found in restaurants, arcades, and bars to in-home machines in the form of gaming consoles and then PCs. As Moore's Law drove down chip prices and increased performance, people bought more gaming machines for the home, which has a positive price elasticity effect at the expense of location-based gaming machines. As gaming machine sales have increased in the last few years, the demand for gaming GPUs has grown significantly.
Key Highlights
- The demand for high-end computing systems for graphics-intensive gaming applications has increased with the rising adoption of smartphones, tablets, PCs, and consoles for gaming purposes. The growing demand for specialized processors that can handle complex mathematical calculations related to the 2D and 3D graphics required for gaming drives the GPU market demand.
- Technological advancement in high-performing computing may also develop an opportunity for GPU vendors. For instance, in April this year, Nvidia stated that researchers discovered trends in Hubble data on April 25 using a supercomputer with NVIDIA GPUs. Also, high-performance computing is used with NVIDIA GPUs to increase the understanding of all planets and analyze their torrid atmospheres.
- Other drivers for the market include industry verticals such as automotive, manufacturing, real estate, and healthcare, with the rising usage of processors to support graphics applications and 3D content. For instance, in manufacturing and design applications in the automotive sector, CAD and simulation software uses GPUs to create realistic images and animations for critical applications.
- Gaming GPUs use advanced technologies and materials. One of the primary factors contributing to the high price of current GPUs is higher manufacturing expenses. Only the materials that producers can afford can be produced. Producers are thinking of maximizing their profits without sacrificing a product's quality or quantity due to rising manufacturing costs, which cause a rise in the selling price of the GPU. Due to this huge initial investment, consumers prefer to use something other than the latest gaming GPU in their devices, which is a challenge for market growth.
- Modern-day video game consoles and servers utilize many components, including gaming GPU circuits. COVID-19 threatened the average production of many of these components due to supply chain problems. However, semiconductor foundries started resuming production, which motivated manufacturers in the market. Demand in cloud computing, gaming, data center servers, automation, and AI technologies could help GPU manufacturers revive growth in the later part of the pandemic.
Gaming GPU Market Trends
Rising Demand for Gaming Consoles, Augmented Reality (AR), and Virtual Reality (VR) in the industry are Driving the Market
With the increasing adoption of esports and other types of online gaming, video games on consoles are rising and will show more growth opportunities in the coming years. As a result of this trend, connectivity and entertainment providers could target console gamers by offering console-related video services offerings, like fast broadband and live sports, and optimally monetizing the audience through OTT services. Video game developers could provide premium pricing for gaming subscription services, including access to esports events and original content.
- With the rising trend of cloud gaming, the GPU market has seen an upward trend in recent years. Blade, the French startup behind Shadow, is a cloud computing service for gamers that allows a player to access a gaming PC in a data centre for a monthly subscription fee. The company provides full Windows 11 features compared to other cloud gaming services. The company currently offers a single configuration for USD 35 per month with eight threads on an Intel Xeon 2620 processor, an Nvidia Quadro P5000 GPU, and an Nvidia GeForce GTX 1080, 12GB of RAM, and 256GB of storage.
- Further, major game developers are also focusing on developing console-based games with high graphic quality, contributing to the gaming segment's growth. Sony and Microsoft prioritize refresh rates up to 120 fps instead of trying to market the consoles as 8K capable, making the gaming experience seamless. Nvidia is trying to move beyond 4K with its monster RTX 3090 graphics card, which delivers 8K gaming for PCs.
- Console developers are also focusing on new product development to raise the bar for the competition in the market. Sony is aiming for 10.28 teraflops of performance, which is almost 15% less than the Xbox Series X. There are also some fundamental differences in cooling and architecture that allow Sony to offer variable GPU and CPU speeds, while Microsoft sticks to the more traditional fixed speeds and is very close to Sony in terms of 4K performance.
- The increasing incorporation of AR and VR in various applications is expected to drive the adoption of GPUs. Due to improvements in graphics technology, it is now possible to achieve true AR or VR and create a compelling user experience. Many companies are developing VR solutions primarily to redefine the way people experience computing and gaming, and the companies are also developing GPU systems for AR and VR applications.
North America is Expected to Hold a Significant Share
The rise in gaming among millennials in the North American region has been dramatic and swift in the past few years. In the United States, over 30% of video gamers pay for gaming subscription services, and more than 35% play online video games at least once a week, according to Limelight Networks.
- Major technology developers are investing in online gaming in the North American gaming market, further bolstering the region's market growth. In January of this year, Microsoft, an American MNC, announced plans to acquire Activision Blizzard Inc., a prominent player in game development and interactive entertainment content publishing. This acquisition may accelerate the growth of Microsoft's gaming business across mobile, PC, console, and cloud and is expected to drive demand for the company's Xbox offerings.
- Additionally, in March of this year, Intel launched the Arc series of Graphics Processing Units (GPU) for laptops and desktop PCs. Laptops with the Arc 3 GPU, designed for enhanced gaming and content production, are available for pre-order, while laptops with the Arc 5 and Arc 7 GPUs, designed for advanced and high-performance gaming, will come later in the current year.
- Cloud gaming companies benefit from collaborating with telecoms to develop better end-to-end networks and encourage 5G adoption in the region. The need for telecoms to increase their upstream capacity to meet the demands of esports players is a further driving force, and various vendors are collaborating to meet their gaming needs.
Gaming GPU players in the region also focus on developing GPU products, further driving the region's growth. For instance, in July last year, AMD introduced the AMD Radeon RX 6600XT series graphics products, harnessing the power of the AMD RDNA architecture while providing better performance with its 9.6 teraflops of RDNA 2 technology and 8 GB of GDDR6 RAM.
Gaming GPU Industry Overview
The gaming GPU market is significantly consolidated and consists of fewer global and regional players. These players account for a significant market share and focus on expanding their customer base globally. These vendors focus on research and development investment in introducing new solutions, strategic alliances, and other organic & inorganic growth strategies to earn a competitive edge over the forecast period.
In November 2022, ASUS updated its TUF Gaming GeForce RTX 3060 Ti and Dual GeForce RTX 3060 Ti graphics cards to include GDDR6X memory for better performance. The 3060 Ti's capabilities have been improved by the addition of GDDR6X RAM, which expands the options available to discerning PC DIY builders. ASUS has produced a new GeForce RTX 3060 with 8 GB of GDDR6 VRAM to increase the GPU's capacity for customization and assembly.
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 INSIGHTS
- 4.1 Market Overview
- 4.2 Industry Attractiveness - Porter's Five Forces Analysis
- 4.2.1 Threat of New Entrants
- 4.2.2 Bargaining Power of Buyers
- 4.2.3 Bargaining Power of Suppliers
- 4.2.4 Threat of Substitutes
- 4.2.5 Intensity of Competitive Rivalry
- 4.3 Industry Value Chain Analysis
- 4.4 Assessment of Impact of COVID-19 on the Industry
- 4.5 Market Drivers
- 4.5.1 Rising Demand for Gaming Consoles, Augmented Reality (AR), and Virtual Reality (VR) in the industry
- 4.5.2 Increasing Demand for Advanced Displays with Higher Refresh Rates
- 4.6 Market Restraints
- 4.6.1 High Initial Investment
5 MARKET SEGMENTATION
- 5.1 Type
- 5.1.1 Dedicated Graphic Cards
- 5.1.2 Integrated Graphics Solutions
- 5.1.3 Other Market Types
- 5.2 Device
- 5.2.1 Mobile Devices
- 5.2.2 PCs and Workstations
- 5.2.3 Gaming Consoles
- 5.2.4 Automotive
- 5.2.5 Other Devices
- 5.3 Geography
- 5.3.1 North America
- 5.3.2 Europe
- 5.3.3 Asia Pacific
- 5.3.4 Latin America
- 5.3.5 Middle East and Africa
6 COMPETITIVE LANDSCAPE
- 6.1 Company Profiles
- 6.1.1 Intel Corporation
- 6.1.2 Advanced Micro Devices Inc.
- 6.1.3 Nvidia Corporation
- 6.1.4 ASUSTEK Computer Inc
- 6.1.5 GIGA-BYTE Technology Co., Ltd.
- 6.1.6 Arm Limited
- 6.1.7 Qualcomm Technologies Inc.
- 6.1.8 Imagination Technologies Group
- 6.1.9 EVGA Corporation
- 6.1.10 SAPPHIRE Technology Limited
