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市场调查报告书
商品编码
1456873

AI晶片组市场－2024年至2029年预测

AI Chipsets Market - Forecasts from 2024 to 2029
出版日期: | 出版商: Knowledge Sourcing Intelligence | 英文 118 Pages | 商品交期: 最快1-2个工作天内

价格
简介目录

AI晶片组市场预计将以25.87%的复合年增长率成长，从2022年的318亿美元增至2029年的1591.67亿美元。

人工智慧正在发展成为一种将改变许多领域的技术。 AI晶片组经过专门设计，可提供高速製造、低延迟和运算能力，帮助您更快、更有效地运行AI应用程式。企业使用人工智慧来自动化业务、获得富有洞察力的资料洞察、改进决策、改善客户体验并推动创新。随着人工智慧的使用越来越广泛，对能够有效处理人工智慧工作负载的专用硬体的需求不断增加，推动了人工智慧晶片组产业的扩张。

市场驱动力

  • 对建构人工智慧系统的日益关注正在推动世界各地的工业成长。

由于专注于建构人类感知的人工智慧系统，人工智慧晶片组市场正在扩大。然而，规范和法规的缺失以及技术纯熟劳工的供应正在限制AI晶片组市场的扩张。随着人工智慧在技术领域的不断发展，对大量 ASIC 的需求可能会增加。亚马逊和谷歌等公司已经在加强他们的伺服器晶片计划。该公司正在开发采用人工智慧等最尖端科技的新型人工智慧晶片。例如，根据 2021 年 6 月在学术期刊《自然》上发表的一篇论文，Google正在利用人工智慧和机器学习来帮助开发下一代人工智慧处理器。该公司声称人工智慧可以在不到六个小时的时间内完成人类需要几个月才能完成的任务。

  • 家电需求上升为市场带来新的成长前景

包括平板电脑和智慧型手机在内的各种电子产品的高阶规格在AI晶片组产业中得到大量应用，增加了消费性电子产品对AI晶片组的需求。为了满足不断成长的需求，众多厂商不断推出尖端的AI晶片组。例如，台湾晶片製造商联发科于 2022 年 5 月发布了用于人工智慧物联网 (AIoT) 设备的 Genio架构和 Genio 1200 晶片。联发科表示，基于 Genio 1200 晶片的高阶 AIoT 解决方案将于 2022 年下半年商用。

此外，越来越多地使用量子运算技术进行分析运算和解决复杂问题也正在扩大人工智慧晶片组市场。例如，Google LLC 的量子电脑 Sycamore 可以使用现有最快的电脑在大约 200 秒内完成任务。人工智慧、机器学习、机器视觉、巨量资料和扩增实境（AR）等技术正在使量子运算成为可能。随着对量子电脑了解的加深，对人工智慧晶片组的需求将会增加，从而加速该领域的成长。

  • 资料量的增加正在推动市场成长。

社群媒体和电子商务的使用不断增长推动了资料量的显着增加。随着资料量的快速增加，对高速处理器的需求不断增加，这对AI晶片组市场的扩大产生正面影响。此晶片组满足了机器学习驱动的高速处理的需求。大众对电脑视觉和机器学习工具的偏好正在激励科技公司开发更快的处理器。例如，AMD 将于 2023 年推出新的行动 CPU 和 GPU，包括首款具有 AI专用引擎的 x86 PC CPU。在 CES 2023 上，AMD 也发布了具有出色游戏效能的全新 3D 堆迭桌面 CPU、用于资料中心的 APU 以及 AI 推理加速器。这些发展导致了智慧型手机的普及。例如，根据 GSMA 的数据，智慧型手机普及预计将从 2021 年的 75% 增加到 2025 年的 84%。

  • 有利的投资和其他应用的日益增长正在推动市场成长。

随着人工智慧应用变得更加复杂，对高效能人工智慧晶片组的需求不断增加。例如，自动驾驶汽车需要能够即时处理大量资料的人工智慧晶片组。此外，医学影像分析应用需要能够处理复杂演算法的人工智慧晶片组。此外，科技公司正在大力投资研发，以开发新的人工智慧晶片组。这有助于提升AI晶片组的效能和效率，进一步带动AI晶片组产业的成长。例如，NVIDIA正于2022年投资1亿美元开发GPU（图形处理单元）技术，用于各种AI应用。

北美预计将出现显着成长

由于主要区域经济体美国各领域工业机器人安装的蓬勃发展，预计北美地区将占据重要的市场占有率。 2019-2021 年期间将反映出向自动化和先进製造技术的重大转变。在汽车领域，机器人安装数量从2019年的9,800台增加到2021年的13,000台，大幅增加32%。电气和电子产业也呈现稳健成长，同期机器人安装数量增加了 20%。此外，根据国际机器人联合会的数据，到2022年，美国将占美洲市场所有机器人安装量的71%，墨西哥的安装量也将成长13%。自动化的成长与北美地区不断扩大的人工智慧晶片组市场一致，这些机器人通常依赖人工智慧驱动的技术来提高效率和准确性。这种协同效应凸显了人工智慧晶片组在推动工业自动化和创新方面的关键作用。

目录

第一章 简介

  • 市场概况
  • 市场定义
  • 调查范围
  • 市场区隔
  • 货币
  • 先决条件
  • 基准年和预测年时间表
  • 相关人员的主要利益

第二章调查方法

  • 研究设计
  • 调查过程

第三章执行摘要

  • 主要发现
  • 分析师观点

第四章市场动态

  • 市场驱动因素
  • 市场限制因素
  • 波特五力分析
  • 产业价值链分析
  • 分析师观点

第五章人工智慧晶片组市场：依组件分类

  • 介绍
  • GPU（图形处理单元）
  • FPGA（现场可程式化闸阵列）
  • ASIC（专用积体电路）
  • 其他的

第六章 AI 晶片组市场：依最终用户划分

  • 介绍
  • 车
  • 家用电器
  • 工业的
  • 医疗保健
  • 其他的

第七章 AI晶片组市场：按地区

  • 介绍
  • 北美洲
  • 南美洲
  • 欧洲
  • 中东/非洲
  • 亚太地区

第八章竞争环境及分析

  • 主要企业及策略分析
  • 市场占有率分析
  • 合併、收购、协议和合作
  • 竞争对手仪表板

第九章 公司简介

  • AMD Inc
  • Graphcore Ltd
  • Huawei Technologies Co Ltd
  • IBM Corporation
  • Intel Corporation
  • NVIDIA Corporation
  • Micron Technology Inc
  • Samsung Semiconductor
简介目录
Product Code: KSI061614975

The AI chipsets market is projected to grow at a CAGR of 25.87% to reach US$159.167 billion in 2029 from US$31.800 billion in 2022.

Al has evolved into a technology that is transforming numerous sectors. Al (chipsets) is specifically designed to offer high-speed manufacturing, low latency, and computing capabilities, enabling Al applications to run more quickly and effectively. Businesses are using Al to automate operations, acquire insightful data insights, increase decision-making, improve customer experiences, and spur innovation. The demand for specialized hardware that can effectively handle Al workloads is increasing as Al use spreads, fueling the expansion of the Al (chipsets) industry.

Market Drivers

  • Increasing focus on creating AI systems has propelled the industrial growth globally.

The AI Chipsets market is expanding as a result of the increased attention being paid to creating AI systems that are aware of humans. The absence of norms and regulations as well as a skilled labor supply are, however, limiting the AI Chipsets market expansion. As artificial intelligence continues to advance in the field of technology, there will likely be an increased demand for a significant number of ASICs. Companies like Amazon and Google are already working to strengthen their server silicon projects. Companies are developing new AI chips employing cutting-edge technology like artificial intelligence. For instance, Google is utilizing AI and machine learning to assist in creating its next generation of AI processors, according to a paper published in the journal Nature in June 2021. The business claims that AI can finish tasks that take humans months to complete in less than six hours.

  • Rising demand for consumer electronics has provided new growth prospects for the market

High-end specifications for a variety of electronic gadgets, including tablets and smartphones, are highly used in the AI Chipsets industry which is increasing the demand for AI chipsets in consumer electronics. To meet the growing demand, numerous manufacturers are constantly releasing cutting-edge AI chipsets. For instance, MediaTek, a Taiwanese chip manufacturer, unveiled the Genio architecture and Genio 1200 chip for artificial intelligence of things (AIoT) devices in May 2022. According to MediaTek, premium AIoT solutions based on the Genio 1200 chip will be commercially available in the second part of 2022.

Further, the rising usage of analytical computations and complex problem-solving using quantum computing technology is also increasing the AI Chipsets market. The Sycamore quantum computer from Google LLC, for example, can complete a task using the fastest computer in around 200 seconds. Artificial intelligence, machine learning, machine vision, big data, augmented reality (AR), and other technologies enable quantum computers. The demand for AI chipsets will increase as our understanding of quantum computing deepens, accelerating the growth of the sector.

  • Growth in data volume has bolstered the market growth.

A significant increase in data volume is brought on by the expanding use of social media and e-commerce. The need for high-speed processors has increased as a result of the data volume's quick growth, which is favorably affecting the AI Chipsets market expansion. The chipset takes care of the need for quicker processing caused by machine learning that is activated. The public's preference for computer vision and machine learning tools motivates tech companies to make developments in the development of high-speed processors. For instance, AMD released new mobile CPUs and GPUs in 2023, including the first x86 PC CPU with a dedicated AI engine. At CES 2023, AMD also unveiled a new 3D-stacked desktop CPU with outstanding gaming performance, a data center APU, and an AI inference accelerator. These developments have also increased smartphone adoption. For instance, as per GSMA, the adoption of smartphones is expected to increase by 84% in 2025 from 75% in 2021.

  • Favorable investments and growing usage in other applications has augmented the market growth.

The demand for high-performance AI chipsets is growing as AI applications become more complex. For example, self-driving cars require AI chipsets that can process large amounts of data in real time. And medical image analysis applications require AI chipsets that can handle complex algorithms. Moreover, technology companies are investing heavily in R&D to develop new AI chipsets. This is helping to improve the performance and efficiency of AI chipsets, which is further driving AI Chipsets industry growth. For example, NVIDIA invested US$100 million in 2022 in the development of its GPU (graphics processing unit) technology, which is used in a variety of AI applications.

North American is expected to show a significant growth

The North American region is anticipated to hold a considerable market share fueled by the booming the booming installation of industrial robots in various sectors in the major regional economies namley USA. From 2019 to 2021 reflects a substantial shift towards automation and advanced manufacturing technologies. In the automotive sector, the number of robots installed increased from 9.8 thousand in 2019 to 13 thousand in 2021, showcasing a remarkable 32% growth. The electrical/electronics sector also witnessed a steady rise, with a 20% increase in robot installations over the same period. Furthermore, according to the International Federation of Robotics, in 2022, United States accounted for 71% of the total robotics installation in the Americas market, and Mexico also witnessed 13% growth in installation. Such growth in automation aligns with the expanding AI Chipsets market in the North American region as these robots often rely on AI-driven technologies for improved efficiency and precision. This synergy underscores the pivotal role of AI chipsets in driving industrial automation and innovation.

Key Developments

  • In December 2023: Intel at its "AI Everywhere" event launched its new portfolio of AI products to enable consumers access to AI products across cloud, network, PC, and data centers. The portfolio included AI chipset "Gaudi 3".

Segmentation:

By Component

  • GPU (Graphic Processing Unit)
  • FGPA (Field-Programmable Gate Array)
  • ASIC (Application-Specific Integrated Circuit)
  • Others

By End-User

  • Automotives
  • Consumer Electronics
  • Industrial
  • Healthcare
  • Others

By Geography

  • North America
  • United States
  • Canada
  • Mexico
  • South America
  • Brazil
  • Argentina
  • Others
  • Europe
  • United Kingdom
  • Germany
  • France
  • Italy
  • Spain
  • Others
  • Middle East and Africa
  • Saudi Arabia
  • UAE
  • Others
  • Asia Pacific
  • China
  • Japan
  • India
  • South Korea
  • Taiwan
  • Australia
  • Others

TABLE OF CONTENTS

1. INTRODUCTION

  • 1.1. Market Overview
  • 1.2. Market Definition
  • 1.3. Scope of the Study
  • 1.4. Market Segmentation
  • 1.5. Currency
  • 1.6. Assumptions
  • 1.7. Base, and Forecast Years Timeline
  • 1.8. Key Benefits for the stakeholder

2. RESEARCH METHODOLOGY

  • 2.1. Research Design
  • 2.2. Research Processes

3. EXECUTIVE SUMMARY

  • 3.1. Key Findings
  • 3.2. Analyst View

4. MARKET DYNAMICS

  • 4.1. Market Drivers
  • 4.2. Market Restraints
  • 4.3. Porter's Five Forces Analysis
    • 4.3.1. Bargaining Power of Suppliers
    • 4.3.2. Bargaining Power of Buyers
    • 4.3.3. Threat of New Entrants
    • 4.3.4. Threat of Substitutes
    • 4.3.5. Competitive Rivalry in the Industry
  • 4.4. Industry Value Chain Analysis
  • 4.5. Analyst View

5. AI CHIPSETS MARKET BY COMPONENT

  • 5.1. Introduction
  • 5.2. GPU (Graphic Processing Unit)
    • 5.2.1. Market Trends and Opportunities
    • 5.2.2. Growth Prospects
    • 5.2.3. Geographic Lucrativeness Insights
  • 5.3. FGPA (Field-Programmable Gate Array)
    • 5.3.1. Market Trends and Opportunities
    • 5.3.2. Growth Prospects
    • 5.3.3. Geographic Lucrativeness Insights
  • 5.4. ASIC (Application-Specific Integrated Circuit)
    • 5.4.1. Market Trends and Opportunities
    • 5.4.2. Growth Prospects
    • 5.4.3. Geographic Lucrativeness Insights
  • 5.5. Others
    • 5.5.1. Market Trends and Opportunities
    • 5.5.2. Growth Prospects
    • 5.5.3. Geographic Lucrativeness Insights

6. AI CHIPSETS MARKET BY END-USER

  • 6.1. Introduction
  • 6.2. Automotives
    • 6.2.1. Market Trends and Opportunities
    • 6.2.2. Growth Prospects
    • 6.2.3. Geographic Lucrativeness Insights
  • 6.3. Consumer Electronics
    • 6.3.1. Market Trends and Opportunities
    • 6.3.2. Growth Prospects
    • 6.3.3. Geographic Lucrativeness Insights
  • 6.4. Industrial
    • 6.4.1. Market Trends and Opportunities
    • 6.4.2. Growth Prospects
    • 6.4.3. Geographic Lucrativeness Insights
  • 6.5. Healthcare
    • 6.5.1. Market Trends and Opportunities
    • 6.5.2. Growth Prospects
    • 6.5.3. Geographic Lucrativeness Insights
  • 6.6. Others
    • 6.6.1. Market Trends and Opportunities
    • 6.6.2. Growth Prospects
    • 6.6.3. Geographic Lucrativeness Insights

7. AI CHIPSETS MARKET BY GEOGRAPHY

  • 7.1. Introduction
  • 7.2. North America
    • 7.2.1. By Component
    • 7.2.2. By End-User
    • 7.2.3. By Country
      • 7.2.3.1. USA
        • 7.2.3.1.1. Market Trends and Opportunities
        • 7.2.3.1.2. Growth Prospects
      • 7.2.3.2. Canada
        • 7.2.3.2.1. Market Trends and Opportunities
        • 7.2.3.2.2. Growth Prospects
      • 7.2.3.3. Mexico
        • 7.2.3.3.1. Market Trends and Opportunities
        • 7.2.3.3.2. Growth Prospects
  • 7.3. South America
    • 7.3.1. By Component
    • 7.3.2. By End-User
    • 7.3.3. By Country
      • 7.3.3.1. Brazil
        • 7.3.3.1.1. Market Trends and Opportunities
        • 7.3.3.1.2. Growth Prospects
      • 7.3.3.2. Argentina
        • 7.3.3.2.1. Market Trends and Opportunities
        • 7.3.3.2.2. Growth Prospects
      • 7.3.3.3. Others
        • 7.3.3.3.1. Market Trends and Opportunities
        • 7.3.3.3.2. Growth Prospects
  • 7.4. Europe
    • 7.4.1. By Component
    • 7.4.2. By End-User
    • 7.4.3. By Country
      • 7.4.3.1. United Kingdom
        • 7.4.3.1.1. Market Trends and Opportunities
        • 7.4.3.1.2. Growth Prospects
      • 7.4.3.2. Germany
        • 7.4.3.2.1. Market Trends and Opportunities
        • 7.4.3.2.2. Growth Prospects
      • 7.4.3.3. France
        • 7.4.3.3.1. Market Trends and Opportunities
        • 7.4.3.3.2. Growth Prospects
      • 7.4.3.4. Italy
        • 7.4.3.4.1. Market Trends and Opportunities
        • 7.4.3.4.2. Growth Prospects
      • 7.4.3.5. Spain
        • 7.4.3.5.1. Market Trends and Opportunities
        • 7.4.3.5.2. Growth Prospects
      • 7.4.3.6. Others
        • 7.4.3.6.1. Market Trends and Opportunities
        • 7.4.3.6.2. Growth Prospects
  • 7.5. Middle East and Africa
    • 7.5.1. By Component
    • 7.5.2. By End-User
    • 7.5.3. By Country
      • 7.5.3.1. Saudi Arabia
        • 7.5.3.1.1. Market Trends and Opportunities
        • 7.5.3.1.2. Growth Prospects
      • 7.5.3.2. UAE
        • 7.5.3.2.1. Market Trends and Opportunities
        • 7.5.3.2.2. Growth Prospects
      • 7.5.3.3. Others
        • 7.5.3.3.1. Market Trends and Opportunities
        • 7.5.3.3.2. Growth Prospects
  • 7.6. Asia Pacific
    • 7.6.1. By Component
    • 7.6.2. By End-User
    • 7.6.3. By Country
      • 7.6.3.1. China
        • 7.6.3.1.1. Market Trends and Opportunities
        • 7.6.3.1.2. Growth Prospects
      • 7.6.3.2. Japan
        • 7.6.3.2.1. Market Trends and Opportunities
        • 7.6.3.2.2. Growth Prospects
      • 7.6.3.3. India
        • 7.6.3.3.1. Market Trends and Opportunities
        • 7.6.3.3.2. Growth Prospects
      • 7.6.3.4. South Korea
        • 7.6.3.4.1. Market Trends and Opportunities
        • 7.6.3.4.2. Growth Prospects
      • 7.6.3.5. Taiwan
        • 7.6.3.5.1. Market Trends and Opportunities
        • 7.6.3.5.2. Growth Prospects
      • 7.6.3.6. Australia
        • 7.6.3.6.1. Market Trends and Opportunities
        • 7.6.3.6.2. Growth Prospects
      • 7.6.3.7. Others
        • 7.6.3.7.1. Market Trends and Opportunities
        • 7.6.3.7.2. Growth Prospects

8. COMPETITIVE ENVIRONMENT AND ANALYSIS

  • 8.1. Major Players and Strategy Analysis
  • 8.2. Market Share Analysis
  • 8.3. Mergers, Acquisitions, Agreements, and Collaborations
  • 8.4. Competitive Dashboard

9. COMPANY PROFILES

  • 9.1. AMD Inc
  • 9.2. Graphcore Ltd
  • 9.3. Huawei Technologies Co Ltd
  • 9.4. IBM Corporation
  • 9.5. Intel Corporation
  • 9.6. NVIDIA Corporation
  • 9.7. Micron Technology Inc
  • 9.8. Samsung Semiconductor