人工智慧 (AI) 晶片組市場規模、佔有率和成長分析：按晶片組類型、按工作負載領域、按計算技術、按行業、按地區 - 行業預測，2024-2031 年

2022年全球人工智慧（AI）晶片組市場規模為221億美元，從2023年的299億美元成長到2031年的3,380億美元，在預測期間（2024-2031年）預計複合年成長率為35.4 %。

由於資料流量增加、對更高運算能力的需求以及自動駕駛汽車的成長趨勢，人工智慧晶片組市場正在經歷顯著成長。自動駕駛和消費性電子等領域採用人工智慧晶片將為半導體產業帶來新的挑戰，因為這些技術實現了L5自動駕駛等先進功能並增加了資料處理能力，並創造了機會。然而，技能短缺和缺乏標準等挑戰可能會阻礙成長。亞馬遜和谷歌等公司在採用人工智慧技術方面處於主導，超過 50% 的美國主要主要企業已經在使用人工智慧產品。根據SkyQuest的深入分析，這一數字預計將繼續上升，從而帶動AI晶片組市場的持續擴張。

目錄

介紹

• 研究目的
• 定義
• 市場範圍

調查方法

• 資訊採購
• 二手資料來源和主要資料來源
• 市場規模預測
• 市場假設與限制

執行摘要

• 市場概況展望
• 供需趨勢分析
• 按細分市場的機會分析

市場動態及展望

• 市場動態
  • 促進因素
  • 機會
  • 抑制因素
  • 任務
• 波特的分析

主要市場考察

• 市場成功因素
• 競爭程度
• 主要投資機會
• 市場魅力指數
• 生態系繪圖
• 技術分析
• 價格分析
• 供應鏈分析
• 監管分析
• 案例研究分析
• 客戶購買標準分析
• PESTEL分析

全球人工智慧 (AI) 晶片組市場：按晶片組類型

• 市場概況
• CPU
• 圖形處理器
• 可程式邏輯
• 專用積體電路
• 其他

全球人工智慧 (AI) 晶片組市場：按工作負載領域分類

• 市場概況
• 訓練
• 推理

全球人工智慧 (AI) 晶片組市場：按運算技術分類

• 市場概況
• 雲端人工智慧運算
• 邊緣人工智慧運算

全球人工智慧 (AI) 晶片組市場：按行業分類

• 市場概況
• 衛生保健
• 製造業
• 車
• 零售/電子商務
• 行銷
• 家電
• BFSI
• 其他

全球人工智慧（AI）晶片組市場規模（按地區）

• 市場概況
• 北美洲
  • 美國
  • 加拿大
• 歐洲
  • 德國
  • 英國
  • 法國
  • 義大利
  • 西班牙
  • 其他歐洲國家地區
• 亞太地區
  • 中國
  • 印度
  • 日本
  • 韓國
  • 其他亞太地區
• 拉丁美洲
  • 巴西
  • 其他拉丁美洲地區
• 中東和非洲 (MEA)
  • 海灣合作理事會國家
  • 南非
  • 其他中東/非洲地區

競爭格局

• 前5名企業對比
• 主要企業市場定位（2023年）
• 主要市場參與者所採取的策略
• 近期市集活動
• 主要企業市場佔有率（2023年）

主要企業簡介

• Intel Corporation (US)
• Nvidia Corporation (US)
• Advanced Micro Devices (US)
• Qualcomm Technologies, Inc. (US)
• IBM Corporation (US)
• Samsung Electronics Co., Ltd. (South Korea)
• Kneron (US)
• NXP Semiconductors NV (Netherlands)
• MediaTek Inc. (Taiwan)
• Texas Instruments Incorporated (US)
• Broadcom Inc. (US)
• Arm Holdings PLC (UK)
• Fujitsu Limited (Japan)
• Graphcore Ltd. (UK)
• Huawei Technologies Co., Ltd. (China)
• Baidu, Inc. (China)
• Mythic AI, Inc. (US)

Global Artificial Intelligence (AI) Chipset market size was valued at USD 22.1 Billion in 2022 and is poised to grow from USD 29.9 Billion in 2023 to USD 338 Billion by 2031, growing at a CAGR of 35.4% during the forecast period (2024-2031).

The AI chipset market is experiencing significant growth driven by increasing data traffic, the demand for higher computing power, and the expanding trend of autonomous vehicles. The adoption of AI chipsets in fields like autonomous driving and consumer electronics is creating new opportunities within the semiconductor industry, as these technologies enable advanced functionalities such as L5 autonomous driving and improved data processing capabilities. However, challenges like skill shortages and the lack of standards may hinder growth. Companies like Amazon and Google are leading the charge in AI technology adoption, with over 50% of major U.S.-based firms already utilizing AI products. This figure is expected to rise, indicating continued expansion in the AI chipset market in the coming years, according to SkyQuest's in-depth analysis.

Top-down and bottom-up approaches were used to estimate and validate the size of the Global Artificial Intelligence (AI) Chipset market and to estimate the size of various other dependent submarkets. The research methodology used to estimate the market size includes the following details: The key players in the market were identified through secondary research, and their market shares in the respective regions were determined through primary and secondary research. This entire procedure includes the study of the annual and financial reports of the top market players and extensive interviews for key insights from industry leaders such as CEOs, VPs, directors, and marketing executives. All percentage shares split, and breakdowns were determined using secondary sources and verified through Primary sources. All possible parameters that affect the markets covered in this research study have been accounted for, viewed in extensive detail, verified through primary research, and analyzed to get the final quantitative and qualitative data.

Global Artificial Intelligence (AI) Chipset Market Segmental Analysis

The Global Artificial Intelligence (AI) Chipset Market is segmented on the basis of Chipset Type, Workload Domain, Computing Technology, Industry Vertical, and Region. Based on Chipset Type, the market is segmented into CPU, GPU, FPGA, ASIC, and Others. Based on Workload Domain, the market is segmented into Training, and Inference. Based on Computing Technology, the market is segmented into edge AI computing and cloud AI computing. Based on Industry Vertical, the market is segmented into Healthcare, Manufacturing, Automotive, Retail & E-Commerce, Marketing, Consumer Electronics, BFSI, and Others. Based on region the global Artificial Intelligence (AI) Chipset Market is segmented into North America, Europe, Asia-Pacific, Latin America, and Middle East & Africa.

Drivers of the Global Artificial Intelligence (AI) Chipset Market

The growing demand for autonomous vehicles is significantly driving the expansion of the AI chipset market. These chipsets provide essential processing power, machine learning capabilities, and real-time decision-making necessary for a safe and organized self-driving experience. For example, Tesla activated a massive supercomputing array in August 2023, featuring around 10,000 Nvidia H100 AI processors to accelerate advancements in fully autonomous driving technology. Additionally, the increasing implementation of 5G technology is expected to further fuel the growth of the AI chipset market. 5G's high-speed, low-latency, and enhanced connectivity support seamless AI integration into networks, improving communication efficiency and network management. Qualcomm's launch of application-specific semiconductors and 5G chipsets in September 2023 underscores the critical role of 5G in advancing AI processing capabilities at the network edge and driving innovation across industries, making 5G technology a key growth factor for the AI chipset market.

Restraints in the Global Artificial Intelligence (AI) Chipset Market

The AI Chipset Market faces significant restraints due to both the shortage of skilled AI hardware professionals and the high cost of AI chipsets. Developing and implementing AI systems requires specialized expertise in areas such as machine learning, deep learning, and cognitive computing, which are in short supply. Additionally, integrating AI technology into existing systems demands extensive in-house research, patent filing, and substantial funding, where even minor errors can lead to significant failures. Furthermore, the steep cost of AI chipsets, driven by complex manufacturing processes, hampers their adoption, particularly in emerging markets, developing economies, and among small and medium-sized enterprises. This high expense also restricts startups and researchers from developing and experimenting with AI-driven applications, further limiting market growth.

Market Trends of the Global Artificial Intelligence (AI) Chipset Market

The AI chipset market is witnessing rapid growth, driven by continuous product innovations that are shaping the industry's future. Companies are focusing on developing advanced chipsets to stay competitive, with innovations like Nvidia's GeForce RTX 40 series, known for its power efficiency and low carbon footprint, playing a key role in market expansion. Simultaneously, AI-based tools in the healthcare sector are fueling demand for high-performance chipsets, as advancements in diagnostics, personalized treatments, and predictive analytics require significant processing power. This trend is enhancing precision medicine and optimizing patient care, further propelling the AI chipset market's growth.

Table of Contents

Introduction

• Objectives of the Study
• Definitions
• Market Scope

Research Methodology

• Information Procurement
• Secondary & Primary Data Sources
• Market Size Estimation
• Market Assumptions & Limitations

Executive Summary

• Market Overview Outlook
• Supply Demand Trend Analysis
• Segmental Opportunity Analysis

Market Dynamics & Outlook

• Market Dynamics
  • Drivers
  • Opportunities
  • Restraints
  • Challenges
• Porters Analysis
  • Competitive rivalry
  • Threat of Substitute Products
  • Bargaining Power of Buyers
  • Threat of New Entrants
  • Bargaining Power of Suppliers

Key Market Insights

• Key Success Factors of The Market
• Degree Of Competition
• Top Investment Pockets
• Market Attractive Index
• Ecosystem Mapping
• Technology Analysis
• Pricing Analysis
• Supply Chain Analysis
• Regulatory Analysis
• Case study analysis
• Customer Buying Criteria Analysis
• PESTEL Analysis

Global Artificial Intelligence (AI) Chipsets Market by Chipset Type

• Market Overview
• CPU
• GPU
• FPGA
• ASIC
• Others

Global Artificial Intelligence (AI) Chipsets Market by Workload Domain

• Market Overview
• Training
• Inference

Global Artificial Intelligence (AI) Chipsets Market by Computing Technology

• Market Overview
• Cloud AI Computing
• Edge AI Computing

Global Artificial Intelligence (AI) Chipsets Market by Industry Vertical

• Market Overview
• Healthcare
• Manufacturing
• Automotive
• Retail & E-Commerce
• Marketing
• Consumer Electronics
• BFSI
• Others

Global Artificial Intelligence (AI) Chipsets Market Size by Region

• Market Overview
• North America
  • USA
  • Canada
• Europe
  • Germany
  • UK
  • France
  • Italy
  • Spain
  • Rest of Europe
• Asia Pacific
  • China
  • India
  • Japan
  • South Korea
  • Rest of Asia-Pacific
• Latin America
  • Brazil
  • Rest of Latin America
• Middle East & Africa (MEA)
  • GCC Countries
  • South Africa
  • Rest of MEA

Competitive Landscape

• Top 5 Player Comparison
• Market Positioning of Key Players, 2023
• Strategies Adopted by Key Market Players
• Recent Activities in the Market
• Key Companies Market Share (%), 2023

Key Company Profiles

• Intel Corporation (US)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Nvidia Corporation (US)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Advanced Micro Devices (US)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Qualcomm Technologies, Inc. (US)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• IBM Corporation (US)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Samsung Electronics Co., Ltd. (South Korea)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Kneron (US)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• NXP Semiconductors N.V. (Netherlands)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• MediaTek Inc. (Taiwan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Texas Instruments Incorporated (US)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Broadcom Inc. (US)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Arm Holdings PLC (UK)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Fujitsu Limited (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Graphcore Ltd. (UK)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Huawei Technologies Co., Ltd. (China)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Baidu, Inc. (China)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Mythic AI, Inc. (US)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments