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市場調查報告書
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1536986

圖形處理單元（GPU）：市場佔有率分析、產業趨勢與統計、成長預測（2024-2029）

Graphics Processing Unit (GPU) - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)
出版日期: | 出版商: Mordor Intelligence | 英文 133 Pages | 商品交期: 2-3個工作天內

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簡介目錄

2024年圖形處理單元市場規模預計為652.7億美元，預計2029年將達到2,742.1億美元，複合年成長率預計將成長33.20%。

圖形處理單元（GPU）-市場

圖形處理單元市場的主要驅動力是對專用處理器的需求不斷成長，以管理與 2D 和 3D 圖形相關的複雜數學計算。此外，在製造、汽車、房地產和醫療保健等各個行業中，支援圖形應用和 3D 內容的處理器的使用不斷增加，也推動了市場的成長。

*近年來，對高階個人運算設備和遊戲機的需求激增，推動了研究市場的發展。投資圖形附加板對微處理公司來說是有利的，因為 GPU 是成品的關鍵組件。

*此外，個人電腦（PC）和筆記型電腦等運算產品的高滲透率以及遊戲產業投資的增加是近年來推動研究市場成長的關鍵因素。在預測期內，對高階圖形和運算應用程式的需求不斷成長，人工智慧等技術的擴展以及即時分析的趨勢，主要擴大了 GPU 技術的範圍。

*此外，GPUaaS 可用於多種目的，包括訓練多語言 AI ​​語音引擎和識別糖尿病導致失明的早期跡象。現代 GPUaaS 為傳統通用處理器提供了一種有吸引力的替代方案，價格可變且無資本支出，是實現機器學習系統所需速度的一種方法。

*然而，熟練勞動力的缺乏給採用該技術的公司帶來了重大挑戰。多家製造公司表示缺乏經驗豐富的工程師和開發人員。跟上複雜且快速發展的技術並轉向自動化是很困難的，這會增加成本並限制市場成長。

*為了回應美國和中國之間的持續衝突，隨著中國企業尋求製造地多元化，包括印度和東南亞國家在內的其他國家開始看到製造業和工業部門的投資增加。這些趨勢預計將為該市場帶來更多商機。

圖形處理單元 (GPU) 市場趨勢

行動裝置將經歷顯著成長

  • 圖形處理單元 (GPU) 是智慧型手機中的關鍵元件，負責渲染圖形、渲染動畫、玩視訊遊戲以及管理複雜的視覺任務，例如顯示高解析度影像。 CPU 可以閒置以節省電池，GPU 可以處理密集的圖形任務。這對於電動遊戲等密集型應用程式尤其重要，如果不進行最佳化，這些應用程式可能會消耗大量電池。
  • 行動裝置產業在過去十年中發展迅速，3D圖形與行動電話的整合隨著技術的發展而加速。 GPU 在行動裝置和 PC 中發揮著至關重要的作用，可提供更好的圖形效能、延長電池壽命並減輕 CPU 任務負擔。透過使用專用GPU，行動裝置可以更輕鬆、更快速地渲染高品質的動畫、圖形和特效，特別是對於那些經常使用要求較高的應用程式和玩電玩遊戲的消費者來說，可以帶來更好的使用者體驗。
  • 智慧型手機技術的最新進展和對 5G 智慧型手機不斷成長的需求正在推動該細分市場的成長。三星、蘋果、小米、Oppo 和 Vivo 等智慧型手機製造商的產品創新努力也推動了對行動 GPU 的需求。
  • 愛立信表示，預計2019年至2028年全球5G用戶數將大幅增加，分別從超過1,200萬增加到超過45億。按地區分類，印度、尼泊爾和不丹預計合約數量增幅最大。智慧型手機OEM將在 2024 年增強其支援人工智慧的智慧型手機並增加儲存容量，從而推動未來幾年的智慧型手機需求。
  • 此外，相機和影像品質的持續發展吸引了新的消費者。人工智慧和機器學習技術快速整合到行動電話和筆記型電腦中將增加對更快 GPU 的需求。

亞太地區實現顯著成長

  • 考慮到該地區各行業不斷變化的動態，預計亞太地區仍將是所研究市場成長的主要貢獻者。多年來，數位技術在中國、日本和韓國等主要國家以外的採用顯著成長，創造了市場機會。例如，「數位印度」使命是對印度數位科技的採用產生重大影響的舉措之一，推動了該國各個最終用戶部門對 GPU 的需求。
  • 近幾十年來，中國已成為半導體及相關產品的主要生產國和消費國。中國對半導體晶片的需求主要是由不斷擴大的數位生態系統所推動的。
  • 政府措施也支持數位科技在中國的傳播。例如，「中國製造2025」是中國政府的一項舉措，旨在促進將機器人、物聯網、自動化等先進技術以及人工智慧、AR/VR和ML等先進ICT解決方案引入工業領域。
  • 此外，中國在公共部門採用數位技術提高公共服務效率方面已成為亞太地區的領導者。因此，該國擴大採用雲端和相關服務，創建了一個需求友善的生態系統，並成為資料中心基礎設施的關鍵組成部分。

圖形處理單元 (GPU) 產業概覽

由於英特爾公司、Advanced Micro Devices Inc.、Nvidia Corporation、Imagination Technologies Group 和三星電子等主要企業的存在，圖形處理單元市場變得分散。

*2024 年 1 月，NVIDIA 發布了 GeForce RTX 40 SUPER 系列 GPU，包括 GeForce RTX 4080 SUPER、GeForce RTX 4070 Ti SUPER 和 GeForce RTX 4070 SUPER，為最新遊戲提供動力，並構成人工智慧 PC 的核心。這款基於 NVIDIA Ada Lovelace架構的 GPU 的最新版本可提供高達 52 TFLOPS 的著色器、121 TFLOPS 的 RT 和 836 TOPS 的 AI，讓您能夠增強遊戲性能並開發新的娛樂世界和體驗。

*2023 年 11 月， VMware宣布與英特爾公司建立合作關係，透過在資料資料、公共雲端和邊緣環境中實現私有 AI 來擴展兩家公司的創新，幫助客戶加速 AI 在各領域的採用。 VMware Cloud Foundation 與 Intel 的 AI 軟體套件、內建 AI 加速器的 Intel Xeon 處理器以及 Intel Max 系列 GPU 相結合，創建檢驗且經過基準測試的 AI 堆疊，用於資料準備、模型訓練、微調和推理，以加速科學推理。

其他好處：

  • Excel 格式的市場預測 (ME) 表
  • 3 個月分析師支持

目錄

第1章 簡介

  • 研究假設和市場定義
  • 調查範圍

第2章調查方法

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
    • 供應商的議價能力
    • 買方議價能力
    • 新進入者的威脅
    • 替代品的威脅
    • 競爭公司之間的敵對關係
  • 產業價值鏈分析
  • COVID-19副作用和其他宏觀經濟因素對市場的影響

第5章市場動態

  • 市場促進因素
    • 遊戲圖形的演變
    • 拓展AR、VR、AI的應用
  • 市場限制因素
    • 初始投資高

第6章 市場細分

  • 按類型
    • 獨立GPU
    • 整合GPU
    • 混合GPU
  • 按用途
    • 行動裝置
    • 個人電腦和工作站
    • 伺服器/資料中心
    • 汽車/自動駕駛汽車
    • 遊戲機
    • 其他用途
  • 按地區
    • 北美洲
    • 歐洲
    • 亞太地區
    • 澳洲/紐西蘭
    • 拉丁美洲
    • 中東/非洲

第7章 競爭格局

  • 公司簡介
    • Intel Corporation
    • Advanced Micro Devices Inc.
    • Nvidia Corporation
    • Imagination Technologies Group
    • Samsung Electronics Co. Ltd
    • Arm Limited（Soft Bank Group）
    • EVGA Corporation
    • SAPPHIRE Technology Limited
    • Qualcomm Technologies Inc.

第8章 供應商市場佔有率

第9章投資分析

第10章投資分析市場的未來

簡介目錄
Product Code: 67016

The Graphics Processing Unit Market size is estimated at USD 65.27 billion in 2024, and is expected to reach USD 274.21 billion by 2029, growing at a CAGR of 33.20% during the forecast period (2024-2029).

Graphics Processing Unit (GPU) - Market

The graphics processing unit market is primarily driven by the growing demand for specialized processors to manage complex mathematical calculations related to 2D and 3D graphics. The augmenting use of processors to support graphics applications and 3D content in several industry verticals, including manufacturing, automotive, real estate, and healthcare, is also increasing the market's growth.

*The demand for high-end personal computing devices and gaming consoles has surged in recent years, driving the studied market. Hence, investing in a graphics add-in board is helpful for micro-processing companies, as GPU forms a vital component of the finished product.

*Moreover, the high adoption of computing products, such as personal computers (PCs) or laptops, and the increasing investment in the gaming industry have been significant factors driving the studied market's growth in recent years. The growing demand for high graphics and computing applications and the expansion of technologies, like AI, along with the trend of real-time analysis, are mainly expanding the scope of GPU technology over the forecast period.

*In addition, GPUaaS may be utilized for various purposes, including training multilingual AI speech engines and identifying early indicators of diabetes-related blindness. Modern GPUaaS, which provides a compelling alternative to traditional general-purpose processors with variable pricing and no CAPEX, is one way to achieve the speed required for machine learning systems.

*However, the lack of a skilled workforce has been a significant challenge for companies adopting the technology. Several manufacturing companies cite a shortage of experienced engineers and developers; it becomes challenging to keep up with the complex and rapidly evolving technology and switch to automation, thereby increasing costs and restricting the market's growth.

*Owing to the ongoing US-China dispute, other countries, including India and some Southeast Asian countries, have started to witness a higher inflow of investments in the manufacturing and industrial sector as companies in China look to diversify their manufacturing base. Such trends, in turn, are expected to drive further opportunities in the market studied.

Graphics Processing Unit (GPU) Market Trends

Mobile Devices to Witness Major Growth

  • The Graphics Processing Unit (GPU) is a vital component of smartphones, accountable for rendering graphics and managing complex visual tasks, including rendering animations, playing video games, and displaying high-resolution images. The CPU can remain idle and conserve battery power using the GPU to handle intensive graphical tasks. This is especially important for demanding applications like video games, which can consume a lot of battery life if not optimized.
  • The mobile devices industry evolved rapidly in the past decade, and the integration of 3D graphics on mobile phones accelerated with the technological evolution. The GPU plays a key role in mobile devices and PCs, providing better graphics performance, enhanced battery life, and offloading CPU tasks. Mobile devices can render high-quality animations, graphics, and special effects with more ease and faster speed with a dedicated GPU, resulting in a better user experience, specifically for consumers who regularly use demanding apps and play video games.
  • The recent advancement in smartphone technologies and rising demand for 5G smartphones drive the segment's growth. Efforts by smartphone makers such as Samsung, Apple, Xiaomi, Oppo, and Vivo to innovate their products are also driving up demand for Mobile GPUs.
  • As per Ericsson, 5G subscriptions are forecast to increase drastically worldwide from 2019 to 2028, from over 12 million to over 4.5 billion subscriptions respectively. India, Nepal, and Bhutan are expected to have the most subscriptions by region. Smartphone OEMs are ramping up Artificial intelligence-enabled smartphones in 2024, with an additional storage capacity, boosting the demand for smartphones in coming years.
  • Furthermore, continuous development in camera and picture quality attracts new consumers. Rapid AI and machine learning technology integration in mobile phones and laptops drives demand for faster GPUs.

Asia-Pacific to Witness Significant Growth

  • The Asia-Pacific region is anticipated to remain among the prominent contributors to the growth of the market studied, considering the changing dynamics of various industries in the region. Over the years, the adoption of digital technologies has grown significantly outside significant countries such as China, Japan, and South Korea, creating opportunities in the market studied. For instance, the "Digital India" mission is one such initiative that had a notable impact on the uptake of digital technologies in India, driving the demand for GPUs across various end-user verticals in the country.
  • In the last few decades, China has become the primary producer and consumer of semiconductors and related products. The demand for semiconductor chips in China is driven primarily by the expanding digital ecosystem.
  • Government initiatives also support the growth in the uptake of digital technologies in China. For example, "Made in China 2025" is an initiative by the Chinese government to promote the adoption of advanced technologies, such as robotics, IoT, automation, and advanced ICT solutions, such as AI, AR/VR, ML, etc., in the industrial sector.
  • Furthermore, China has also emerged among the leaders in the Asia-Pacific region in adopting digital technologies in the public sector to improve the efficiency of public services. As a result, the adoption of cloud and related services has been increasing in the country, creating a favorable ecosystem for demand and becoming a vital component of data center infrastructure.

Graphics Processing Unit (GPU) Industry Overview

The graphics processing unit market is fragmented with the presence of major players like Intel Corporation, Advanced Micro Devices Inc., Nvidia Corporation, Imagination Technologies Group, and Samsung Electronics Co. Ltd. Players in the market are adopting strategies such as partnerships and acquisitions to enhance their product offerings and gain sustainable competitive advantage.

*In January 2024, NVIDIA announced the GeForce RTX 40 SUPER Series family of GPUs, including the GeForce RTX 4080 SUPER, GeForce RTX 4070 Ti SUPER, and GeForce RTX 4070 SUPER, which supercharges the latest games and forms the core of AI-powered PCs. This newest iteration of NVIDIA Ada Lovelace architecture-based GPUs delivers up to 52 shader TFLOPS, 121 RT TFLOPS, and 836 AI TOPS to supercharge gaming and provide the power to develop new entertainment worlds and experiences.

*In November 2023, VMware Inc. announced a partnership with Intel Corporation to extend their innovation by enabling private AI across data centers, public clouds, or Edge environments to help customers accelerate the adoption of AI in data centers, public clouds, and edge environments. The combination of VMware Cloud Foundation and Intel's AI software suite, Intel Xeon processors with built-in AI accelerators, and Intel Max Series GPUs will deliver a validated and benchmarked AI stack for data preparation, model training, fine-tuning and inferencing to accelerate scientific discovery and enrich business and consumer services.

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 Bargaining Power of Suppliers
    • 4.2.2 Bargaining Power of Buyers
    • 4.2.3 Threat of New Entrants
    • 4.2.4 Threat of Substitutes
    • 4.2.5 Intensity of Competitive Rivalry
  • 4.3 Industry Value Chain Analysis
  • 4.4 Impact of COVID-19 Aftereffects and Other Macroeconomic Factors on the Market

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Evolving Graphics in Games
    • 5.1.2 Growing Applications of AR, VR, and AI
  • 5.2 Market Restraints
    • 5.2.1 High Initial Investments

6 MARKET SEGMENTATION

  • 6.1 By Type
    • 6.1.1 Discrete GPU
    • 6.1.2 Integrated GPU
    • 6.1.3 Hybrid GPU
  • 6.2 By Applications
    • 6.2.1 Mobile Devices
    • 6.2.2 PCs and Workstations
    • 6.2.3 Servers/Data Centers
    • 6.2.4 Automotive/Self-driving Vehicles
    • 6.2.5 Gaming Consoles
    • 6.2.6 Other Applications
  • 6.3 By Geography***
    • 6.3.1 North America
    • 6.3.2 Europe
    • 6.3.3 Asia-Pacific
    • 6.3.4 Australia and New Zealand
    • 6.3.5 Latin America
    • 6.3.6 Middle East and Africa

7 COMPETITIVE LANDSCAPE

  • 7.1 Company Profiles*
    • 7.1.1 Intel Corporation
    • 7.1.2 Advanced Micro Devices Inc.
    • 7.1.3 Nvidia Corporation
    • 7.1.4 Imagination Technologies Group
    • 7.1.5 Samsung Electronics Co. Ltd
    • 7.1.6 Arm Limited (Soft Bank Group)
    • 7.1.7 EVGA Corporation
    • 7.1.8 SAPPHIRE Technology Limited
    • 7.1.9 Qualcomm Technologies Inc.

8 VENDOR MARKET SHARE

9 INVESTMENT ANALYSIS

10 FUTURE OF THE MARKET