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市场调查报告书
商品编码
1722637
2025 年至 2033 年资料中心晶片市场报告(按晶片类型、资料中心规模、产业垂直和地区)Data Center Chip Market Report by Chip Type, Data Center Size, Industry Vertical, and Region 2025-2033 |
2024年全球资料中心晶片市场规模达115亿美元。展望未来, IMARC Group预计到2033年市场规模将达到183亿美元,2025-2033年期间的成长率(CAGR)为5.3%。市场主要受到资讯技术 (IT) 产业的不断扩张、技术的持续进步、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:企业和消费者广泛使用云端运算服务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的晶片的需求不断增长也在催化市场成长。
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趋势。此外,7nm 和 5nm 等先进半导体製程节点的日益普及,使得电晶体密度更高、性能更强、功耗更低,也正在催化全球市场的发展。
竞争格局:资料中心晶片产业的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、台湾半导体製造股份有限公司等。
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,领先公司数量的增加、云端运算投资的不断增加以及数据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统计数据。
挑战与机会:广泛处理复杂的工作负载,包括 AI/ML、高效能运算和巨量资料分析,同时最大限度地降低功耗和延迟,对市场提出了挑战。然而,客製化晶片解决方案的开发,包括专用积体电路(ASIC)和特定用途领域特定架构(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
微软 Azure、亚马逊网路服务 (AWS) 和Google云端等云端服务供应商不断扩大的基础设施正在推动市场成长。除此之外,资料中心对储存、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一款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来存取关键网路资料的需求。 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物联网装置(如智慧型穿戴装置、感测器和连接装置)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% 成长至 2030 年的 64%。此外,作为「数位印度」计画的一部分,印度政府计划在该国大力推动物联网发展。印度政府已拨款 7,000 亿印度卢比,用于在该国建设 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,并使用物联网感测器收集医疗保健和其他服务的资料。
人工智慧和机器学习应用的成长
用于处理和分析大量资料集的人工智慧和机器学习演算法的先进资料中心晶片的需求不断增长,对市场成长产生了积极影响。除此之外,医疗保健、零售、金融和自动驾驶汽车等各行业都采用了人工智慧和机器学习来提高效率并做出数据驱动的决策,这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 运行器运行 AI 和 ML 工作负载,并且可以在任何需要的地方部署云端服务,包括本地和多云环境。此外,Inflection AI 获得了最大的人工智慧机器学习融资之一,总额达 2.25 亿美元。它被称为一家机器学习和人工智慧新创公司。预计它将改善机器学习,在不久的将来实现直觉的人机介面。
该报告还对所有主要区域市场进行了全面的分析,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,消费者和企业严格遵守资料隐私和安全标准也推动了该地区资料中心晶片市场的成长。例如,随着 5G 等更快的网路替代方案和 FWA 等支援广泛光纤连接的技术的推出,智慧型手机的资料消耗量从 1.8 GB 增加到约 8.5 GB。预计到 2029 年,这项消耗量将进一步增加到 64 GB 以上。此外,保加利亚全球平台 NetIX 与资料中心公司 eStruxture 合作,在加拿大提供全球连接解决方案。 eStruxture 表示,此次合作将使客户能够透过网路隧道 (ToI) 服务从 eStruxture 的任何一个资料中心直接存取 NetIX 的所有全球位置、网际网路交换点 (IXP) 以及 NetIX 的全球网路交换 (GIX) 对等解决方案。
市场研究报告也对市场竞争格局进行了全面的分析。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、台湾半导体製造股份有限公司等有限公司。
The global data center chip market size reached USD 11.5 Billion in 2024. Looking forward, IMARC Group expects the market to reach USD 18.3 Billion by 2033, exhibiting a growth rate (CAGR) of 5.3% during 2025-2033. 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.
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.