市场调查报告书
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1468209
2024-2032 年按晶片类型、资料中心规模、垂直产业和地区分類的资料中心晶片市场报告Data Center Chip Market Report by Chip Type, Data Center Size, Industry Vertical, and Region 2024-2032 |
IMARC Group年全球资料中心晶片市场规模达109亿美元。该市场主要由不断扩大的资讯技术(IT)行业、持续的技术进步、领先企业的广泛研发(R&D)努力以及半导体製造五奈米製程的引入所推动。
主要市场驱动因素:企业和消费者对云端运算服务的广泛利用是推动资料中心晶片市场前景的主要因素之一。此外,对支援虚拟化、储存、网路和其他关键工作负载的强大且节能晶片的需求不断增长,也促进了市场的成长。
主要市场趋势:整合专用硬体加速器(例如 GPU(图形处理单元)、TPU(张量处理单元)和 FPGA(现场可编程闸阵列))以优化 AI 工作负载的效能正在推动资料中心晶片市场的发展趋势。此外,先进半导体製程节点(例如 7 奈米和 5 奈米)的日益普及,可实现更高的电晶体密度、更高的性能和更低的功耗,也正在催化全球市场。
竞争格局:资料中心晶片产业的一些主要市场参与者包括Achronix Semiconductor Corporation、Advanced Micro Devices Inc.、Arm Limited、Broadcom Inc.、Fujitsu Limited、GlobalFoundries Inc.、华为技术有限公司、英特尔公司、 Marvell Technology Inc. 、Nvidia Corporation、台湾积体电路製造有限公司等。
地理趋势:由于先进的电信基础设施和可靠的电力供应的发展,北美在资料中心晶片市场分析中占据最大份额。除此之外,龙头企业数量的不断增加、云端运算投资的激增以及资料密集型应用的广泛使用正在刺激该地区资料中心晶片市场的统计数据。
挑战与机会:复杂工作负载(包括人工智慧/机器学习、高效能运算和巨量资料分析)的广泛处理,同时最大限度地降低功耗和延迟,为市场带来了挑战。然而,客製化晶片解决方案的开发,包括针对特定用途的专用积体电路(ASIC)和特定领域架构(DSA),为资料中心晶片市场份额带来了巨大的成长机会。
对云端服务和大数据分析的需求不断增长
Microsoft Azure、Amazon Web Services (AWS) 和 Google Cloud 等云端服务供应商不断扩展的基础架构正在推动市场成长。除此之外,资料中心储存、管理和处理大量资讯的需求不断增长,进一步刺激了资料中心晶片市场的成长。例如,亚马逊网路服务公司推出了供应链管理应用程序,该应用程式将消除企业利用多个系统和供应商存取关键网路资料的要求。 AWS Supply Chain 是一款由机器学习驱动的应用程序,可自动组合和分析众多供应链系统中的资料,从而创建「统一资料湖」。此外,2023 年 5 月,IBM 推出了 IBM 混合云端 Mesh,这是一款 SaaS 产品,旨在协助企业管理其混合多云基础架构。
扩展物联网和边缘运算
边缘资料中心日益普及,用于即时处理和分析智慧型穿戴装置、感测器和连网装置等物联网装置产生的资料,这对资料中心晶片市场需求产生了积极影响。此外,广泛利用这些元件来增强资料安全性、减少延迟并实现更快的决策是另一个重要的成长诱导因素。例如,根据 GSMA Intelligence 的资料,全球 5G 市场渗透率预计将从 2020 年的 3% 增长到 2030 年的 64%。政府已拨款 700 亿印度卢比资金在该国开发 100 个由物联网设备驱动的智慧城市。政府打算控制交通,有效利用水和电力,并使用物联网感测器收集资料以用于医疗保健和其他服务。
人工智慧和机器学习应用的成长
人工智慧和机器学习演算法中对先进资料中心晶片处理和分析大量资料集的需求不断增长,对市场成长产生了积极影响。除此之外,人工智慧和机器学习在医疗保健、零售、金融和自动驾驶汽车等各行业的结合,以提高效率并做出数据驱动的决策,也促进了市场的成长。例如,2023 年 4 月,Oracle Corporation 和 GitLab Inc. 宣布推出扩展 ML 和 AI 功能的新产品。客户可以在 Oracle 云端基础架构 (OCI) 上使用支援 GPU 的 GitLab 执行程式执行 AI 和 ML 工作负载,并可在任何需要的地方(包括本机和多云环境)部署云端服务。此外,Inflection AI 获得了最大的人工机器学习融资轮之一,总额达 2.25 亿美元。它被称为机器学习和人工智慧新创公司。预计它将改进机器学习,在不久的将来实现直觉的人机介面。
IMARC Group提供了每个细分市场的主要趋势的分析,以及 2024-2032 年全球、区域和国家层面的预测。我们的报告根据晶片类型、资料中心规模和垂直行业对市场进行了分类。
图形处理器
专用积体电路
FPGA
中央处理器
其他的
该报告根据晶片类型对市场进行了详细的细分和分析。这包括 GPU、ASIC、FPGA、CPU 等。根据该报告,GPU 代表了最大的部分。这些处理器广泛应用于资料中心的人工智慧、资料分析、机器学习和科学模拟。此外,GPU 还可以有效处理神经网路所需的矩阵运算和运算。例如,宏碁在印度推出了新型 NVIDIA Tesla GPU 驱动的伺服器。此伺服器最多可託管八个 NVIDIA Tesla V100 32GB SXM2 GPU 加速器。 GPU 对包含一个用于高速互连的外围组件互连 (PCIe) 插槽。此外,在日本,着名电信公司之一的 KDDI 已与 NVIDIA 合作,为客户提供 GeForce Now 游戏串流服务。它将把 NVIDIA 的 RTX 游戏伺服器放置在东京的一个新资料中心。
中小型
大尺寸
该报告根据资料中心规模对市场进行了详细的细分和分析。这包括小型、中型和大型。报告称,大尺寸占据最大的细分市场。大型资料中心广泛用于管理大量资料、基础设施要求和运算能力。例如,Power Grid Corporation India Ltd 和Tele India Datacenter(也称为「Datasamudra」)是印度第一个按需和按需资料中心,位于班加罗尔,提供全球统一的託管、託管和云端服务,签署了一份谅解备忘录整合资源,提升使用者体验。此外,在未来几年,各种新的资料中心营运商将透过提供跨城市的创新概念和可扩展性来改变印度资料中心的格局。此外,在其最新的专用资料中心 (DC) 策略的支持下,卡纳塔克邦预计将成为印度首要的资料中心目的地,并成为印度领先的数位经济体之一。
BFSI
製造业
政府
资讯科技和电信
零售
运输
能源和公用事业
其他的
该报告根据垂直行业对市场进行了详细的细分和分析。这包括 BFSI、製造业、政府、IT 和电信、零售、运输、能源和公用事业等。报告显示,BFSI 占据最大的市场份额。 BFSI 产业广泛利用资料中心来安全地分析和处理金融交易、客户资料和敏感资讯。例如,线上安全领域的全球领导者麦克菲宣布与万事达卡建立合作伙伴关係,为持卡人提供线上安全软体。此次合作将使万事达卡持卡人能够购买麦克菲网路安全软体。此外,义大利最大的银行集团之一BPER Banca Group宣布与IBM公司建立为期四年的合作伙伴关係,以协助该银行加速发展成为一家完全数位化的公司。这项为期四年的协议将扩展该银行的混合云端策略,透过将IBM Cloud for Financial Services 的安全性、可扩展性和可靠性与IBM z16 和Red Hat OpenShift(领先的Kubernetes 平台)的弹性相结合,实现其技术基础设施和应用程式的现代化。
北美洲
美国
加拿大
亚太
中国
日本
印度
韩国
澳洲
印尼
其他的
欧洲
德国
法国
英国
义大利
西班牙
俄罗斯
其他的
拉丁美洲
巴西
墨西哥
其他的
中东和非洲
该报告还对所有主要区域市场进行了全面分析,其中包括北美(美国和加拿大);欧洲(德国、法国、英国、义大利、西班牙、俄罗斯等);亚太地区(中国、日本、印度、韩国、澳洲、印尼等);拉丁美洲(巴西、墨西哥等);以及中东和非洲。报告称,由于城市化和工业化活动的不断增加以及高效可靠的电信基础设施的发展,北美占据了最大的市场份额。除此之外,消费者和企业对资料隐私和安全标准的严格遵守也推动了该地区资料中心晶片市场的成长。例如,随着更快的网路替代方案(例如 5G)和广泛的光纤连接支援技术(例如 FWA)的引入,智慧型手机的资料消耗从 1.8 GB 增加到约 8.5 GB。预计到 2029 年,这项消耗将进一步增加到资料 GB 以上。据 eStruxture 称,此次合作将使客户能够透过互联网隧道 (ToI) 直接从 eStruxture 的任何一个资料中心存取NetIX 的所有全球位置、互联网交换点(IXP) 和NetIX 的全球互联网交换(GIX) 对等解决方案服务。
市场研究报告也对市场竞争格局进行了全面分析。报告涵盖了市场结构、关键参与者定位、最佳制胜策略、竞争仪表板和公司评估象限等竞争分析。此外,也提供了所有主要公司的详细资料。资料中心晶片产业的一些主要市场参与者包括 Achronix Semiconductor Corporation、Advanced Micro Devices Inc.、Arm Limited、Broadcom Inc.、Fujitsu Limited、GlobalFoundries Inc.、华为技术有限公司、英特尔公司、Marvell Technology Inc. .、Nvidia公司、台湾积积电路製造有限公司等。
2023年1月:华为技术有限公司推出业界首个针对下一代Wi-Fi 7园区网路的50G POL原型机。它将园区网路从10G PON升级为50G PON,让园区客户享受超宽频网路体验。同时,客户可以按需建网,未来可以平滑升级到50G PON,保护初期网路建置投资。
2023 年 3 月:Marvell Technology Inc. 推出 Marvell Nova 1.6 Tbps PAM4 电光平台。它可在云端人工智慧 (AI)/机器学习 (ML) 和资料中心网路中实现最高速度的资料移动。
2024 年 3 月:ORCA Computers、Pixel Photonics、Sparrow Quantum 和 Niels Bohr Institute (NBI) 宣布在 Eurostars 计画「SupremeQ」上进行合作。这项具有里程碑意义的倡议汇集了来自英国、德国和丹麦的量子专家,他们的共同目标是加速光子量子运算技术的开发和商业化,以提供量子优势。
The global data center chip market size reached US$ 10.9 Billion in 2023. Looking forward, IMARC Group expects the market to reach US$ 17.8 Billion by 2032, exhibiting a growth rate (CAGR) of 5.5% during 2024-2032. The market is primarily driven by the expanding information technology (IT) industry, the continuous technological advancements, the extensive research and development (R&D) efforts by the leading players, and the introduction of the five-nanometer process for semiconductor manufacturing.
Major Market Drivers: The extensive utilization of cloud computing services by businesses and consumers is among the primary factors driving the data center chip market outlook. Moreover, the escalating demand for powerful and energy-efficient chips to support virtualization, storage, networking, and other critical workloads is also catalyzing the market growth.
Key Market Trends: The integration of specialized hardware accelerators, such as GPUs (Graphics Processing Units), TPUs (Tensor Processing Units), and FPGAs (Field-Programmable Gate Arrays) to optimize the performance of AI workloads is propelling the data center chip market trends. Additionally, the growing popularity of advanced semiconductor process nodes, such as 7nm and 5nm, to enable higher transistor density, improved performance, and lower power consumption is also catalyzing the global market.
Competitive Landscape: Some of the major market players in the data center chip industry include Achronix Semiconductor Corporation, Advanced Micro Devices Inc., Arm Limited, Broadcom Inc., Fujitsu Limited, GlobalFoundries Inc., Huawei Technologies Co. Ltd., Intel Corporation, Marvell Technology Inc., Nvidia Corporation, Taiwan Semiconductor Manufacturing Company Limited, among many others.
Geographical Trends: North America accounted for the largest share in the data center chip market analysis, owing to the development of advanced telecommunications infrastructure and reliable power supply. Besides this, the increasing number of leading companies, the inflating investments in cloud computing, and the extensive utilization of data-intensive applications are stimulating the data center chip market statistics in the region.
Challenges and Opportunities: The extensive processing of complex workloads, including AI/ML, high-performance computing, and big data analytics, while minimizing power consumption and latency poses challenges for the market. However, the development of customized chip solutions, including application-specific integrated circuits (ASICs) and domain-specific architectures (DSAs) for specific uses presents significant growth opportunities for the data center chip market share.
The Increasing Demand for Cloud Services and Big Data Analytics
The expanding infrastructure of cloud service providers, such as Microsoft Azure, Amazon Web Services (AWS), and Google Cloud is propelling the market growth. Besides this, the escalating demand for data centers to store, manage, and process large amounts of information is further stimulating the data center chip market growth. For instance, Amazon Web Services Inc. has launched a supply chain management application that would eliminate the requirement for businesses to utilize multiple systems and vendors to access critical network data. AWS Supply Chain is a machine learning-powered application that automatically combines and analyzes data across numerous supply chain systems, creating a "unified data lake." Moreover, in May 2023, IBM unveiled IBM Hybrid Cloud Mesh, a SaaS offering that was developed to facilitate enterprises to obtain management to their hybrid multi-cloud infrastructure.
Expanding IoT and Edge Computing
The growing popularity of edge data centers to process and analyze the data generated from IoT devices, such as smart wearables, sensors, and connected appliances in real-time is positively influencing the data center chip market demand. Moreover, the extensive utilization of these components to enhance data security, reduce latency, and enable faster decision-making is acting as another significant growth-inducing factor. For instance, according to the data from GSMA Intelligence, the 5G market penetration worldwide is expected to increase from 3% in 2020 to 64% in 2030. Additionally, as part of the Digital India initiative, the Government of India has planned to give IoT a push in the country. The government has allocated INR 7,000-crore funds to develop 100 smart cities in the country powered by IoT devices. The government intends to control traffic, efficiently use water and power, and collect data using IoT sensors for healthcare and other services.
Growth of AI and Machine Learning Applications
The escalating demand for advanced data center chips in AI and ML algorithms to process and analyze vast amounts of datasets is positively influencing the market growth. Besides this, the incorporation of AI and ML across various industries, such as healthcare, retail, finance, and autonomous vehicles to improve efficiency and make data-driven decisions is also bolstering the market growth. For instance, in April 2023, Oracle Corporation and GitLab Inc. announced the availability of a new offering that expands ML and AI functionalities. Customers can run AI and ML workloads with GPU-enabled GitLab runners on Oracle Cloud Infrastructure (OCI) and get access to deploy cloud services wherever needed, including on-premises and multi-cloud environments. Moreover, Inflection AI secured one of the largest artificial machine learning funding rounds, totaling US$ 225 Million. It is referred to as a machine learning and AI startup. It is expected to improve machine learning, allowing for intuitive human-computer interfaces in the near future.
IMARC Group provides an analysis of the key trends in each segment of the market, along with forecasts at the global, regional, and country levels for 2024-2032. Our report has categorized the market based on chip type, data center size, and industry vertical.
GPU
ASIC
FPGA
CPU
Others
The report has provided a detailed breakup and analysis of the market based on the chip type. This includes GPU, ASIC, FPGA, CPU, and others. According to the report, GPU represented the largest segment. These processors are widely used in data centers for artificial intelligence, data analytics, machine learning, and scientific simulations. Moreover, GPUs handle matrix operations and calculations required by neutral networks effectively. For instance, Acer has launched new NVIDIA Tesla GPU-powered servers in India. The server can host up to eight NVIDIA Tesla V100 32GB SXM2 GPU accelerators. GPU pair includes one Peripheral Component Interconnect (PCIe) slot for high-speed interconnect. Additionally, in Japan, KDDI, one of the prominent telecom companies, has partnered with NVIDIA to offer GeForce Now game-streaming service to customers. It would place NVIDIA's RTX gaming servers in a new data center in Tokyo.
Small and Medium Size
Large Size
The report has provided a detailed breakup and analysis of the market based on the data center size. This includes small and medium size and large size. According to the report, the large size accounted for the largest market segment. Large data centers are extensively utilized for managing huge amounts of data, infrastructure requirements, and computing power. For instance, Power Grid Corporation India Ltd and Tele India Datacenter, also known as "Datasamudra," India's first On-demand and On-requirement datacenter based in Bangalore, offering globally aligned colocation, hosting & cloud services, signed a Memorandum of Understanding to combine their resources to improve user experience. Moreover, in the upcoming years, a wide variety of new data center operators will transform the Indian data center landscape by offering innovative concepts and scalability across cities. Additionally, Karnataka is projected to become a premier data center destination in India and take the lead as one of the leading digital economies in the nation, supported by its most recent dedicated data center (DC) strategy.
BFSI
Manufacturing
Government
IT and Telecom
Retail
Transportation
Energy and Utilities
Others
The report has provided a detailed breakup and analysis of the market based on the industry vertical. This includes BFSI, manufacturing, government, IT and telecom, retail, transportation, energy and utilities, and others. According to the report, BFSI accounted for the largest market share. The extensive utilization of data centers in the BFSI industry to analyze and process financial transactions, customer data, and sensitive information securely. For instance, McAfee, a global leader in online security, announced a partnership with Mastercard to provide online security software to cardholders. The collaboration will allow Mastercard Cardholders to purchase McAfee internet security software. Moreover, BPER Banca Group, one of Italy's largest banking groups, announced a four-year partnership with IBM Corporation to assist in accelerating the bank's development into a completely digital corporation. The four-year agreement will expand the bank's hybrid cloud strategy to modernize its technology infrastructure and applications by combining the security, scalability, and reliability of IBM Cloud for Financial Services with the resiliency of IBM z16 and Red Hat OpenShift, a leading Kubernetes platform, to help meet the compliance requirements of the heavily regulated industry.
North America
United States
Canada
Asia-Pacific
China
Japan
India
South Korea
Australia
Indonesia
Others
Europe
Germany
France
United Kingdom
Italy
Spain
Russia
Others
Latin America
Brazil
Mexico
Others
Middle East and Africa
The report has also provided a comprehensive analysis of all the major regional markets, which include North America (the United States and Canada); Europe (Germany, France, the United Kingdom, Italy, Spain, Russia, and others); Asia Pacific (China, Japan, India, South Korea, Australia, Indonesia, and others); Latin America (Brazil, Mexico, and others); and the Middle East and Africa. According to the report, North America accounted for the largest market share, owing to the increasing urbanization and industrialization activities and the development of efficient and reliable telecommunications infrastructure. Besides this, the strict adherence of consumers and businesses to data privacy and security standards is also propelling the data center chip market growth in this region. For instance, with the introduction of faster network alternatives, such as 5G and extensive fiber connectivity supporting technologies like FWA, data consumption through smartphones increased from 1.8 GB to about 8.5 GB. This consumption is expected to further increase to more than 64 GB by 2029. Moreover, NetIX, the Bulgarian global platform, partnered with data center company eStruxture to provide global connectivity solutions in Canada. According to eStruxture, the collaboration would enable customers to access all of NetIX's global locations, Internet Exchange Points (IXPs), and NetIX's Global Internet Exchange (GIX) peering solutions directly from any one of eStruxture's data centers through the Tunnelling over Internet (ToI) service.
The market research report has also provided a comprehensive analysis of the competitive landscape in the market. Competitive analysis such as market structure, key player positioning, top winning strategies, competitive dashboard, and company evaluation quadrant has been covered in the report. Also, detailed profiles of all major companies have been provided. Some of the major market players in the Data Center Chip industry include Achronix Semiconductor Corporation, Advanced Micro Devices Inc., Arm Limited, Broadcom Inc., Fujitsu Limited, GlobalFoundries Inc., Huawei Technologies Co. Ltd., Intel Corporation, Marvell Technology Inc., Nvidia Corporation, Taiwan Semiconductor Manufacturing Company Limited, among many others.
January 2023: Huawei Technologies Co. Ltd. launched Industry-First 50G POL Prototype for Next-Generation Wi-Fi 7 Campus Networks. It upgrades campus networks from 10G PON to 50G PON and allows campus customers to enjoy an ultra-broadband network experience. Also, customers can build networks on demand and smoothly upgrade networks to 50G PON in the future, protecting initial network construction investments.
March 2023: Marvell Technology Inc. launched the Marvell Nova 1.6 Tbps PAM4 electro-optics platform. It enables the highest speed of data movement in cloud artificial intelligence (AI) / machine learning (ML) and data center networks.
March 2024: ORCA Computing, Pixel Photonics, Sparrow Quantum, and the Niels Bohr Institute (NBI) announce their collaboration on the Eurostars project 'SupremeQ.' This landmark initiative brings together quantum experts from the United Kingdom, Germany, and Denmark with a shared goal of accelerating the development and commercialization of photonic quantum computing technologies to deliver quantum advantage.