![]() |
市场调查报告书
商品编码
1403954
人工智慧和半导体 - 伺服器 GPU 市场 - 全球和区域分析:按应用、按产品、按地区 - 分析和预测 (2023-2028)AI and Semiconductors - A Server GPU Market - A Global and Regional Analysis: Focus on Application, Product, and Region - Analysis and Forecast, 2023-2028 |
2023年全球AI和半导体-A伺服器GPU市场规模为154亿美元。
该市场预计将以 31.99% 的复合年增长率扩张,到 2028 年将达到 617 亿美元。边缘运算的激增正在推动对 GPU 伺服器的普及,边缘运算在更接近资料来源的位置处理资料,而不是仅仅依赖集中式云端伺服器。资料中心和企业环境中虚拟的不断成长趋势也是 GPU 伺服器的主要驱动力。
主要市场统计数据 | |
---|---|
预测期 | 2023-2028 |
2023年评估价值 | 154亿美元 |
2028年预测 | 617亿美元 |
复合年增长率 | 31.99% |
机器学习和人工智慧的快速发展是这一趋势的主要驱动力。人工智慧和机器学习的关键要素是进阶神经网路的训练,其中大部分由 GPU 伺服器加速。例如,像 Nvidia 这样的公司发现对 Nvidia A100 Tensor Core GPU 等 GPU 产品的需求激增,尤其是人工智慧任务。全球人工智慧和半导体 - 伺服器 GPU 市场是 GPU 伺服器用于处理大型资料集并提高医疗保健、金融和自动驾驶汽车等各个行业的人工智慧模型的准确性的地方。因此,我们正在不断发展。
最终用途细分市场是全球人工智慧和半导体伺服器 GPU 市场应用细分市场的一部分。最终用途领域包括云端运算(私有云端、公有云、公共云端混合云端)和HPC应用(科学研究、机器学习、人工智慧等应用)。该市场还根据设施类型进行细分,包括区块链采矿设施、HPC 丛集和资料中心(包括超大规模、主机代管、企业、模组化和边缘资料中心)。
据预测,资料中心类别将在2022年获得最大的市场占有率,并预计在预测期内继续领先市场。 GPU 技术的突破提高了能源效率和效能,推动了资料中心 GPU 加速运算的发展。 GPU伺服器可以将某些运算从传统CPU传输到GPU伺服器,从而提高整体效能并降低消费量。因此,资料中心越来越多地使用 GPU 伺服器,符合企业和机构不断变化的要求,这些企业和机构希望管理其资料中心运营的永续性和效率,同时实现更高水平的处理能力。 。
本报告审视了全球人工智慧和半导体 - 伺服器 GPU 市场,提供了市场概述、按应用、产品、地区分類的趋势以及参与市场的公司概况。
调查范围
执行摘要
The Global AI and Semiconductors - A Server GPU Market Expected to Reach $61.7 Billion by 2028.
The global AI and semiconductor - a server GPU market accounted for $15.4 billion in 2023 and is expected to grow at a CAGR of 31.99% and reach $61.7 billion by 2028. The proliferation of edge computing, where data processing occurs closer to the source of data generation rather than relying solely on centralized cloud servers, is driving the demand for GPU servers. The increasing trend toward virtualization in data centers and enterprise environments is also a significant driver for GPU servers.
KEY MARKET STATISTICS | |
---|---|
Forecast Period | 2023 - 2028 |
2023 Evaluation | $15.4 Billion |
2028 Forecast | $61.7 Billion |
CAGR | 31.99% |
The rapid development of machine learning and artificial intelligence applications is a major driver of this trend. A key element of AI and ML is the training of sophisticated neural networks, which is accelerated in large part by GPU servers. Companies such as Nvidia, for instance, have noticed a spike in demand for their GPU products, such as the Nvidia A100 Tensor Core GPU, which is intended especially for AI tasks. The global AI and semiconductor - server GPU market is growing as a result of the use of GPU servers by a variety of industries, including healthcare, finance, and autonomous cars, to handle large datasets and increase the precision of AI models.
The end-use application segment is a part of the application segment for the worldwide AI and semiconductor - server GPU market. Cloud computing (private, public, and hybrid clouds) and HPC applications (scientific research, machine learning, artificial intelligence, and other applications) are included in the end-use application sector. The global AI and Semiconductor - a server GPU market has also been divided into segments based on the kind of facility, which includes blockchain mining facilities, HPC clusters, and data centers (including hyperscale, colocation, enterprise, modular, and edge data centers).
According to estimates, the data center category will have the biggest market share in 2022 and will continue to lead the market during the projection period. The push toward GPU-accelerated computing in data centers is fueled by GPU technological breakthroughs that provide increased energy efficiency and performance. GPU servers can transfer certain computations from conventional CPUs to GPU servers, which improves overall performance and reduces energy consumption. Consequently, the increasing use of GPU servers in data centers is in line with the changing requirements of companies and institutions that want to manage the sustainability and efficiency of their data center operations while achieving higher levels of processing capacity.
The push toward GPU-accelerated computing in data centers is fueled by GPU technological breakthroughs that provide increased energy efficiency and performance. GPUs offer an efficient way to strike a balance between processing capacity and power consumption, which is something that data center operators are looking for in solutions. GPU servers can transfer certain computations from conventional CPUs to GPU servers, which improves overall performance and reduces energy consumption. Consequently, the increasing use of GPU servers in data centers is in line with the changing requirements of companies and institutions that want to manage the sustainability and efficiency of their data center operations while achieving higher levels of processing capacity.
Data center expansion and the rise of cloud computing services have further propelled the demand for GPU servers in North America. Cloud service providers, including industry giants such as Amazon Web Services (AWS), Microsoft Azure, and Google Cloud, are investing heavily in GPU infrastructure to offer customers high-performance computing capabilities on a scalable and cost-effective basis. This trend is particularly prominent as businesses increasingly rely on cloud-based resources for AI training, simulation, and other GPU-intensive tasks.
GPU server producers can capitalize on this need by providing customized cryptocurrency mining solutions, including rigs specifically designed for mining, cloud-based mining services, or GPU-as-a-service platforms. By charging fees, charging subscriptions, or entering into contracts, these systems can make money for the makers while giving miners access to strong and scalable GPU resources.
The need for data center GPUs derives from their key role in AI model training and execution, which is especially advantageous for businesses engaged in computationally demanding tasks like engineering simulations and scientific research. Manufacturers of GPU servers can take advantage of this demand by providing specialized solutions for high-performance computing (HPC) applications, such as GPU-as-a-service platforms, cloud-based GPU services, and dedicated GPU servers. In addition to giving businesses scalable GPU resources, these customized services bring in money for the manufacturers through fees, subscriptions, or contracts.
The economies of scale provided by GPU manufacturers, most notably Nvidia, create a significant barrier to entry for manufacturers of data center GPU servers wishing to integrate backward. A company trying to backward integrate into the GPU production process, for example, would find it difficult to achieve equivalent economies of scale. This has an impact on the business's capacity to maintain overall competitiveness, engage in research and development, and match prices. As a result, it might be difficult for producers of data center GPU servers to achieve comparable economies of scale, which could limit their efficacy in the extremely competitive market. Additionally, a recurring problem for manufacturers of data center GPU servers is the continual innovation by GPU manufacturers, demonstrated by the ongoing development of GPUs, CPUs, and data processing units (DPUs).
OpenAI's GPT-4, the latest and largest language model, is one specific real-time illustration of how GPU servers may help HPC and AI. It needed a lot of processing power to train on a huge dataset with over 1 trillion words. A significant contribution was made by GPU servers, more especially by Nvidia H100 Tensor Core GPUs, which sped up the training process up to 60 times faster than CPUs alone. Mixed-precision training was used to achieve this acceleration by optimizing both calculation performance and memory use. Because of this, GPT-4 might be trained in a few short weeks and accomplish cutting-edge results in challenges involving natural language processing.
Artificial intelligence (AI) and advanced analytics play a crucial role in smart cities as they optimize resource allocation, enhance public safety, and improve overall quality of life. Due to their suitability for AI and analytics workloads, GPU servers are becoming an essential part of the infrastructure for the development of smart cities.
Product/Innovation Strategy: In the ever-evolving realm of server GPU technology, notable advancements are reshaping the landscape, with a focus on optimizing data center performance. Leveraging cutting-edge solutions, including AI-driven analytics and real-time monitoring platforms, server GPU technology offers intricate insights into server health, workload management, and resource utilization. Innovations such as advanced data center cooling techniques contribute to efficient temperature regulation, ensuring optimal server functionality. The market encompasses a diverse range of solutions, from high-performance computing platforms to precision cooling systems, enabling businesses to elevate operational efficiency and minimize resource utilization effectively.
Growth/Marketing Strategy: The global AI and semiconductor - a server GPU market has experienced notable growth strategies adopted by key players. Business expansions, collaborations, and partnerships have played a crucial role. Companies are expanding their reach to global markets, establishing alliances, and entering research collaborations to strengthen their technological capabilities. Collaborative initiatives between technology companies and domain experts are propelling the advancement of cutting-edge monitoring tools. Furthermore, strategic joint ventures are facilitating the integration of diverse expertise, significantly enhancing the market presence of these solutions. This collaborative approach is pivotal in creating comprehensive, user-friendly, and efficient server GPU solutions.
Competitive Strategy: In the dynamic realm of the global AI and semiconductor - a server GPU market, manufacturers are expanding their product portfolios to cater to diverse computing needs and applications. Rigorous competitive benchmarking reveals the distinct strengths of market players, highlighting their unique solutions and regional expertise. Strategic collaborations with research institutions and technology organizations are pivotal drivers of innovation, shaping the evolution of the server GPU landscape.
The research methodology design adopted for this specific study includes a mix of data collected from primary and secondary research. Both primary sources (in-house experts, industry leaders, and market players) and secondary research (a host of paid and unpaid databases), along with analytical tools, are employed to build the forecast and predictive models.
The primary sources involve global AI and semiconductors - a server GPU industry experts and stakeholders such as equipment and device manufacturers, suppliers, and others. Respondents such as vice presidents, CEOs, marketing directors, and technology and innovation directors have been interviewed to verify this research study's qualitative and quantitative aspects.
The key data points taken from primary sources include:
This research study involves the usage of extensive secondary research, directories, company websites, and annual reports. It also makes use of databases, such as Hoovers, Bloomberg, Businessweek, and Factiva, to collect useful and effective information for an extensive, technical, market-oriented, and commercial study of the global market. In addition to the aforementioned data sources, the study has been undertaken with the help of other data sources and websites, such as the National Institute of Standards and Technology and the International Telecommunication Union.
Secondary research was done to obtain crucial information about the industry's value chain, revenue models, the market's monetary chain, the total pool of key players, and the current and potential use cases and applications.
The key data points taken from secondary research include:
Company Type 1: GPU Manufacturer
|
Company Type 2: Server GPU Manufacturer
|
Scope of the Study
Executive Summary