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（2025-2030 年）

Data Center Accelerator - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)

出版日期: 2025年01月05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在 2025 年為 128.9 億美元，預計到 2030 年將達到 250.3 億美元，預測期內（2025-2030 年）的複合年成長率為 14.19%。

高效能運算資料中心對人工智慧的需求不斷成長以及雲端基礎的服務的使用不斷增加，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最大的挑戰至關重要。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。資料中心管理人員也期望降低整體擁有成本、降低功耗和提供新服務。
隨著對資料中心的需求不斷成長，現有基礎設施正被推向極限，推動對可適應解決方案的需求，這些解決方案可以最佳化各種工作負載的效能，延長現有基礎設施的生命週期，並最終降低 TCO。為了滿足這種需求並獲得市場認可，公司正在積極擴大產品系列。
此外，運算系統的大部分成長是由雲端處理資料中心對人工智慧應用的不斷成長的需求所推動的。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 可能會進行客製化以滿足深度學習 (DL) 的需求。除了ASIC和GPU之外，FPGA也有可能在未來的AI訓練中發揮重要作用。它主要用於需要快速上市的專門資料中心應用程式，例如新 DL 應用程式的原型製作，或需要客製化的應用程式。
此類加速器不太可能被中小企業使用，其使用將僅限於中型和大型企業。
新冠肺炎疫情給整個經濟、各行業帶來了額外的壓力。人們的關注點也正在轉移到數位經濟。中國頂級雲端處理供應商之一阿里雲正在投資數十億美元建設下一代資料中心，以支援「後疫情世界」的數位轉型需求。阿里雲去年 4 月表示，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 處理器類型預計將佔據主要市場佔有率

基於現場可編程閘陣列(FGPA) 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）是預製的矽元件，可程式設計（製造後），幾乎成為任何數位系統。 FPGA 是由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）是許多工業應用的首選數位實現平台之一，並且設備正在不斷擴展和改進。雖然基於 FPGA 的加速器由於其在提高效能/功耗和易用性方面的優勢而逐漸被主流運算所採用，但要支援向自適應加速資料中心的演進仍有許多工作要做。
FPGA 結合了基於處理器的系統和專用積體電路 (ASIC) 的最佳特性，這就是為什麼 FPGA 晶片擴大被各行各業採用的原因。此外，對於小批量到中等批量生產，與需要更多時間和資本資源才能獲得第一批設備的 ASIC 相比，FPGA 提供了更便宜的解決方案和更快的上市時間。
推動FPGA市場成長的另一個因素是廣泛應用運算的需求，這為FPGA產業指明了新的方向。此外，雲端處理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 透過使用高頻寬、低延遲連線來連接網路和儲存系統，實現更快的資料處理。據Cisco稱，去年雲端資料中心的 IP 流量達到了 19.5 Zetta位元組。
巨量資料分析最佳化需求的不斷成長是推動市場發展的因素之一。為了實現即時並行處理，Google和亞馬遜等知名科技公司越來越依賴 FPGA 來獲取消費者洞察並透過巨量資料分析做出商業決策。

亞太地區可望維持強勁市場成長

亞太地區預計將對全球資料中心加速器的需求做出重大貢獻，因為該地區正在投入大量資金改善和加速IT基礎設施。例如，根據Cisco，澳洲佔全球資料中心市場的4%。 AirTrunk 和 Equinix 等大型跨國公司正在墨爾本和雪梨建造超大規模資料中心。預計這些發展將推動市場發展。
晶片製造商賽靈思表示，在政府推動跨國公司儲存本地用戶資料之際，印度似乎充滿信心。預計這將為向印度伺服器製造商供應晶片的廠商創造巨大商機。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中心增加工程師。此資料中心加速卡可以提高廣泛應用的效能，包括雲端和本地資料中心以及人工智慧推理。
特別是，託管可程式協處理器的資料中心可以支援用於平行處理機器學習任務的圖形晶片，從而進一步推動該地區的資料中心市場的發展。
市場參與者正在透過產品創新、新聯盟、投資新生產設施、加強研發和開拓海外市場等各種成長策略來加強其競爭地位。
今年2月，富士通宣布入選日本新能源及產業技術發展組織（NEDO）營運的「綠色創新基金計畫/下一代數位基礎建設」下的「下一代綠色資料中心技術開發」計劃。富士通集團旨在透過參與這項國家計劃，加強在社會數位基礎設施中發揮重要作用的先進運算和網路技術的開發，並促進整體解決方案的全球傳播，從而實現「透過創新實現永續的社會」的承諾。

資料中心加速器產業概覽

由於全球參與者和中小型企業的存在，資料中心加速器市場更具凝聚力。市場的主要企業包括英特爾公司、NVIDIA 公司、超微半導體公司、Achronix 半導體公司、賽靈思公司（Advanced Micro Devices Inc.）等。市場參與企業正在採取聯盟和收購等策略來加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，目前正被高盛、IBM Cloud、Microsoft Azure 和Oracle Cloud 等雲端和商業客戶大規模使用。
2022 年 2 月 - 全球領先的技術基礎設施高速連接供應商 Alphawave IP 宣布與英特爾代工服務 (IFS) 合作。 AlphaWave IP 已加入 IFS Accelerator-IP Alliance 為主要成員，為聯合 IFS 客戶提供先進的連線解決方案。

其他福利

Excel 格式的市場預測 (ME) 表
3 個月的分析師支持

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.