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1445426

資料中心加速器：市場佔有率分析、產業趨勢與統計、成長預測（2024-2029）

Data Center Accelerator - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)

出版日期: 2024年02月15日 | 出版商:

Mordor Intelligence | 英文 100 Pages | 商品交期: 2-3個工作天內

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簡介目錄

資料中心加速器市場規模預計到 2024 年為 112.9 億美元，預計到 2029 年將達到 219.2 億美元，在預測期內（2024-2029 年）成長 14.19%。年複合成長率為

HPC資料中心對人工智慧的需求不斷成長以及雲端基礎服務使用量的增加可能會在未來幾年推動資料中心加速器市場的發展。

主要亮點

從科學發現到人工智慧 (AI)，現代資料中心對於解決世界上一些最重要的挑戰至關重要。這些先進的資料中心正在進行轉型，以增加網路頻寬並最佳化人工智慧等工作負載。資料中心經理也期望更低的總擁有成本、節能和新服務。
隨著對資料中心的需求不斷增加，現有基礎設施已達到極限，對適應性解決方案的需求也不斷成長。公司正在積極擴展產品系列，以滿足這一需求並獲得市場認可。
此外，運算系統的大部分成長可歸因於雲端運算資料中心對人工智慧應用的需求不斷成長。這些地方現在幾乎所有的訓練應用程式都使用 GPU。然而，隨著 ASIC 進入市場，GPU 可能會進一步客製化以滿足深度學習 (DL) 需求。除了 ASIC 和 GPU 之外，FPGA 也將在未來的 AI 訓練中發揮重要作用，主要用於需要快速推向市場或需要客製化的專業資料中心應用，例如對新的 DL 應用原型製作。
缺乏向中小企業提供的可行性、其使用僅限於中型和大型組織以及這些加速器的成本不斷增加預計將成為市場限制因素。
COVID-19感染疾病給整個經濟的各個部門帶來了額外的壓力。我們也把重點轉向了數位經濟。阿里雲是中國頂級雲端運算供應商之一，正在投資數十億美元建設下一代資料中心，以支援「疫情後世界」的數位轉型需求。去年4月，阿里雲宣布未來三年將投資2,000億元人民幣（289.9億美元）用於核心技術和麵向未來的資料中心。

資料中心加速器市場趨勢

FPGA 處理器類型細分市場預計將佔據重要市場佔有率

基於現場可編程閘陣列(FGPA) 的加速器的資料中心加速器市場預計將為市場提供有吸引力的成長機會。 FPGA（現場可編程閘陣列）是一種預製矽元件，可以透過電編程（製造後）幾乎成為任何數位系統。這些是透過可程式互連連接的可配置邏輯區塊 (CLB) 陣列，可在製造後重新編程以滿足所需的應用要求。
現場可程式閘陣列(FPGA) 是眾多工業應用的首選數位實施平台之一，且設備不斷得到增強和改進。此外，基於FPGA的加速器由於效能/消費量優勢和易用性的提高而逐漸被主流運算採用，但要支援向自適應加速資料中心的演進，還有很多工作要做。
FPGA 結合了基於處理器的系統和專用積體電路 (ASIC) 的最佳性能，這推動了 FPGA 晶片在所有行業中的採用。此外，對於中低批量生產，FPGA 提供了比ASIC 更便宜的解決方案和更快的上市時間，而ASIC 通常需要更多的時間和資本資源來獲得第一個裝置，而這段時間將會縮短。
推動 FPGA 市場成長的另一個因素是對廣泛應用運算的需求，這為 FPGA 產業提供了新的方向。此外，雲端運算和資料中心的資料處理也是FPGA的重要應用領域。 FPGA 可以提升大資料系統的效能。 FPGA 透過客製化的高頻寬、低延遲連線來連接網路和儲存系統，從而提供更快的資料處理速度。據思科系統公司稱，去年雲端資料中心 IP 流量達到 19.5 Zetta位元組。
巨量資料分析最佳化需求的不斷成長是市場的主要促進因素之一。谷歌和亞馬遜等著名科技公司透過巨量資料分析獲取消費者洞察，在製定業務決策以並行運行操作以獲得即時效能時轉向 FPGA。

預計亞太地區市場將顯著成長

亞太地區正在為尋求更好、更快的IT基礎設施進行巨額投資，而資料中心加速器預計將為全球需求做出重大貢獻。例如，根據思科系統公司的數據，澳洲佔全球資料中心市場的佔有率高達 4%。 AirTrunk、Equinix等大型跨國公司正在墨爾本和雪梨建造超大型資料中心。預計此類發展將推動市場成長。
晶片製造商賽靈思表示，印度對其政府讓跨國公司儲存本地用戶資料的努力充滿信心。預計這將為向印度伺服器製造商提供晶片的公司創造巨大的商機。為了滿足這一高需求，除了 Alveo 之外，Xilinx 還在其位於海得拉巴的研發工廠招募更多工程師。此資料中心加速卡片可以提高雲端和本地資料中心的效能，以及包括人工智慧推理在內的廣泛應用。
新興的人工智慧工作負載將進一步推動該地區的資料中心市場，特別是那些託管可支援用於平行處理機器學習任務的圖形晶片的可程式協輔助處理器的資料中心市場。
市場上的公司正在透過各種成長策略來增強競爭力，包括產品創新、新的合作、投資新的生產設施、加強研發以及開拓海外市場。
今年2月，富士通宣布入選新能源與產業技術綜合開發機構「綠色創新基金計畫/建構下一代數位基礎設施」計畫中的「下一代綠色資料技術開發」，一個獨立的行政機構。中心」（NEDO）。透過為這項國家計劃做出貢獻，富士通集團將加強在社會數位基礎設施中發揮重要作用的尖端計算和網路技術的開發，推動整體解決方案的全球部署，並實現最終目標。。透過創新實現更永續的社會。

資料中心加速器產業概述

隨著跨國公司和中小企業的存在，資料中心加速器市場可能會變得更加緊密。該市場的主要企業包括英特爾公司、NVIDIA公司、Advanced Micro Devices Inc.、Achronix Semiconductor Corporation和Xilinx Inc.（Advanced Micro Devices Inc.）。市場上的公司正在採取合作夥伴關係和收購等策略來增強其產品供應並獲得永續的競爭優勢。

2022 年 5 月－AMD 宣布以約 19 億美元完成對 Pensando Systems 的收購。 Pensando 的分散式服務平台為 AMD 的資料中心產品組合添加了高效能資料處理單元 (DPU) 和軟體堆疊。這些產品目前已被高盛、IBM Cloud 和 Microsoft Azure 等雲端和商業客戶大規模使用。Oracle雲。
2022 年 2 月 -全球大型公司的技術基礎設施高速連接供應商之一 Alphawave IP 宣布與英特爾代工服務 (IFS) 建立合作夥伴關係。 Alphawave IP 已作為主力成員加入 IFS 加速器 IP 聯盟，為使用 IFS 的聯合客戶提供先進的連接解決方案。

其他福利

Excel 格式的市場預測 (ME) 表
3 個月分析師支持

Key Highlights

From scientific discoveries to artificial intelligence (AI), modern data centers are crucial to solving some of the world's most critical challenges. These advanced data centers are transforming to increase networking bandwidth and optimize workloads like artificial intelligence. Datacenter administrators also expect a lower total cost of ownership, lower power, and new services.
The ever-increasing demands on the data center are pushing existing infrastructure to its limit, driving the need for adaptable solutions that can optimize performance across a broad range of workloads and extend the lifecycle of existing infrastructure, thus, ultimately reducing TCO. Players have been actively expanding their product portfolio to capture this demand and gain market recognition.
Further, most computing system growth would stem from higher demand for AI applications at cloud computing data centers. At these locations, GPUs are now used for almost all training applications. However, as ASICs enter the market, GPUs would likely become more customized to meet the demand for Deep Learning (DL). In addition to ASICs and GPUs, FPGAs would also have a crucial role in future AI training, primarily for specialized data center applications that must reach the market quickly or require customization, such as those for prototyping new DL applications.
The lack of feasibility of providing to small businesses, limiting its utilization scope to medium and large organizations, and the increased cost of these accelerators are expected to act as market restraints.
The COVID-19 pandemic has posed additional stress on the overall economy across sectors. It has also shifted focus towards a digital economy. One of China's top cloud computing providers, Alibaba Cloud, is investing billions in building next-generation data centers to support digital transformation needs in a 'post-pandemic world. In April last year, Alibaba Cloud announced it would invest RMB 200 billion (USD 28.99 billion) in core technologies and future-oriented data centers over the next three years.

Data Center Accelerator Market Trends

FPGA Processor Type Segemnt is Expected to Hold Significant Market Share

The data center accelerator market for field-programmable gate arrays (FGPA)-based accelerators are expected to offer attractive growth opportunities for the market. FPGAs (field programmable gate arrays) are pre-fabricated silicon devices that can be programmed electrically (post-manufacturing) to become almost any digital system. They are an array of configurable logic blocks (CLBs) connected with programmable interconnects and can be reprogrammed to the desired application requirements after manufacturing.
Field programmable gate arrays (FPGAs) are one of the preferred digital implementation platforms in a profusion of industrial applications, and extensions and improvements are continuously included in devices. Also, while FPGA-based accelerators are slowly being adopted in mainstream computing owing to the benefits of performance/consumption and enhanced ease of use, a lot of work is still being processed to support the evolution toward an adaptive-acceleration data center.
FPGAs combine the best parts of processor-based systems and application-specific integrated circuits (ASICs), which drives the adoption of FPGA chips across all industries. Additionally, for low-to-medium volume productions, FPGAs provide cheaper solutions and faster time to market, compared to ASIC, which usually requires a lot of time and capital resources to obtain the first device.
Another factor driving the growth of the FPGA market is the demand for extensive application computation, which gives a new direction to the FPGA industry. Moreover, cloud computing and data processing in data centers are significant application areas for FPGAs. FPGAs can improve the performance of large-scale data systems. FPGAs offer faster data processing by connecting network and storage systems with tailored high-bandwidth, low-latency connections. According to Cisco Systems, In the last year, the cloud data center IP traffic reached 19.5 zettabytes.
The rise in the demand for optimization in big data analytics is one of the primary drivers for the market. To execute operations in parallel for real-time performance, prominent tech companies like Google and Amazon, which derive consumer insights through big data analytics, increase their dependence on FPGAs to make business decisions.

Asia-Pacific is Expected to Hold Significant Market Growth

Asia-Pacific is anticipated to be the principal contributor of data center accelerator to global demand as the region undergoes vast investments for better and quicker IT infrastructure. For instance, according to Cisco Systems, Australia creates up to 4% of the global data center market. Big multinational players, like AirTrunk and Equinix, build hyper-scale data centers in Melbourne and Sydney. Such developments are anticipated to drive market growth.
According to Xilinx, a chip maker, India seems confident with the government's push to get global companies to store local user data. This is expected to provide a huge business opportunity to players offering chips to server makers in India. In addressing this high demand, Xilinx hires more engineers at its R&D facility in Hyderabad, in addition to Alveo. This data center accelerator card can increase performance in cloud and on-premise data centers and a broad range of applications, including AI inference.
Emerging AI workloads further propel the data center market in the region, particularly those data centers hosting programmable co-processors that can support graphic chips used for parallel processing of machine learning tasks.
Players in the market strengthen their competitiveness through various growth strategies, such as the innovation of products, new collaborations, investments into new production facilities, increased R&D, and exploration of overseas markets.
In February this year, Fujitsu announced that it had been selected by Japan's new energy and industrial technology development organization for the "Green Innovation Fund Project/Construction of Next Generation Digital Infrastructure" project in the field of "Technology Development of the Next Generation Green Data Center" (NEDO). The Fujitsu Group's contribution to this national initiative aims to strengthen the development of advanced computing and network technologies that play an essential role in society's digital infrastructure, as well as to promote the use of total solutions globally, with the ultimate goal of achieving its commitment to delivering a more sustainable society through innovation.

Data Center Accelerator Industry Overview

The Data Center Accelerator Market could be more cohesive due to the presence of both global players and small and medium-sized enterprises. The major players in the market are Intel Corporation, NVIDIA Corporation, Advanced Micro Devices Inc., Achronix Semiconductor Corporation, and Xilinx Inc. (Advanced Micro Devices Inc.), among others. Players in the market are adopting strategies such as partnerships and acquisitions to enhance their product offerings and gain sustainable competitive advantage.

May 2022 - AMD has announced the completion of its acquisition of Pensando Systems for about USD 1.9 billion. Pensando's distributed services platform would add a high-performance data processing unit (DPU) and software stack to AMD's data center product range, which is currently being used at scale by cloud and business clients such as Goldman Sachs, IBM Cloud, Microsoft Azure, and Oracle Cloud.
February 2022 - Alphawave IP, one of the leading global providers of high-speed connection for the global technological infrastructure, announced a collaboration with Intel Foundry Services ("IFS"). Alphawave IP has joined the IFS Accelerator - IP Alliance as an anchor member to offer advanced connectivity solutions for joint clients using IFS.

Additional Benefits:

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

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 Value Chain Analysis
4.3 Industry Attractiveness - Porter's Five Force Analysis
- 4.3.1 Bargaining Power of Suppliers
- 4.3.2 Bargaining Power of Consumers
- 4.3.3 Threat of New Entrants
- 4.3.4 Intensity of Competitive Rivalry
- 4.3.5 Threat of Substitute Products
4.4 Assessment of Impact of COVID-19 on the Market

5 MARKET DYNAMICS

5.1 Market Drivers
- 5.1.1 Increasing Deployment of AI in HPC Data Centers
- 5.1.2 Increasing Deployment of Data Center Facilities and Cloud-Based Services
5.2 Market Restraints
- 5.2.1 Limited AI Hardware Experts Coupled with Infrastructural Concerns

6 TECHNOLOGY SNAPSHOT

6.1 Impact of Deep Learning, Public Cloud Interface, and Enterprise Interface on Data Center Accelerators

7 MARKET SEGMENTATION

7.1 By Processor Type
- 7.1.1 CPU (Central Processing Unit)
- 7.1.2 GPU (Graphics Processing Unit)
- 7.1.3 FPGA (Field-Programmable Gate Array)
- 7.1.4 ASIC (Application-specific Integrated Circuit)
7.2 By Application
- 7.2.1 High-performance Computing
- 7.2.2 Artificial Intelligence
- 7.2.3 Other Applications
7.3 By Geography
- 7.3.1 North America
- 7.3.2 Europe
- 7.3.3 Asia Pacific
- 7.3.4 Latin America
- 7.3.5 Middle East & Africa

8 COMPETITIVE LANDSCAPE

8.1 Company Profiles
- 8.1.1 Intel Corporation
- 8.1.2 NVIDIA Corporation
- 8.1.3 Advanced Micro Devices Inc.
- 8.1.4 Achronix Semiconductor Corporation
- 8.1.5 Xilinx Inc. (Advanced Micro Devices Inc.)
- 8.1.6 NEC Corporation
- 8.1.7 Dell Technologies Inc.
- 8.1.8 IBM Corporation
- 8.1.9 Cisco Systems Inc.
- 8.1.10 Qualcomm Technologies, Inc.