AI 芯片组市场 - COVID-19 的增长、趋势、影响和预测 (2023-2028)

人工智能芯片组市场预计在预测期内将以 39% 的复合年增长率增长。

预计各种因素将支持市场增长，例如边缘分析、自动驾驶以及消费电子行业对智能电器不断增长的需求。

主要亮点

• 汽车、金融和零售等多个行业对机器学习的需求快速增长，这推动了 AI 技术的采用。 人工智能芯片组在汽车行业最突出的应用包括製造无人驾驶汽车，以实现L5级别的自动驾驶技术。
• 人工智能 (AI) 几乎渗透到消费电子产品的方方面面。 它的应用正在从手机扩展到汽车行业。 这种增长继续为半导体行业带来新的前景。 处理不断增长的数据量的要求是影响 AI 芯片组市场增长的主要因素。
• 此外，随着 AI 使机器能够执行人类会执行的各种活动，预计未来会出现许多机会。 此外，对开发具有人类感知能力的人工智能係统的日益关注也推动了市场的增长。 然而，技术工人短缺以及缺乏标准和协议正在限制市场增长。
• 随着人工智能在技术领域的日益成熟，对大量 ASIC 的需求预计会增长。 像亚马逊和谷歌这样的公司已经在加强他们的服务器芯片工作。
• 公司正在使用人工智能等新技术来设计新的人工智能芯片。 例如，根据 2021 年 6 月发表在《自然》杂誌上的一篇论文，谷歌正在使用人工智能和机器学习来帮助设计下一代人工智能芯片。 据该公司称，人工智能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。
• 此外，AI 硬件领域正在兴起神经形态研究，这有望推动对 AI 芯片的需求。 当时的想法是开发一种受大脑神经细胞（神经元）启发的技术，并使用了神经形态这个名称。 神经元的低能量、高质量输出激发了研究人员开发 SNN（尖峰神经网络）的灵感。 但是，此 SNN 需要自己的硬件。
• COVID-19 爆发对 AI 芯片组市场的供应炼和生产产生了负面影响。 对半导体製造商的影响是严重的。 采用人工智能来改善消费者服务和降低运营成本、扩展人工智能应用、提高处理能力以及越来越多地采用深度学习和神经网络是市场的主要驱动力。 由于劳动力限制，全球半导体供应链中的许多公司都限製或停止了运营，给依赖半导体的终端产品公司造成了瓶颈。

AI芯片市场趋势

消费电子产品有望实现显着增长

• 由于半导体芯片短缺，COVID-19 大流行导致全球消费电子产品的生产中断。 然而，疫情对笔记本电脑、台式机和游戏机等消费电子产品产生了巨大需求，对产品公司、製造商和最终消费者造成了干扰。 设备製造商专注于满足变化无常的消费技术市场的这一需求。 芯片稀缺和高需求的情况预计将在未来两到三年内持续存在，从而推动消费电子产品对人工智能芯片的需求。
• 市场将受益于越来越多地使用量子计算技术来解决复杂问题和执行分析计算。 例如，Google LLC 的量子计算机 Sycamore 是最快的计算机，可以在大约 200 秒内完成一项任务。 人工智能、机器学习、计算机视觉、大数据、AR/VR等技术将实现量子计算机。 对量子计算机的更广泛理解将推动对 AI 芯片组的需求，从而推动该行业的发展。
• AI 技术应用于汽车和製造业等各个行业，以简化流程。 该行业可能会受益于製造商在大流行期间专注于增强基于人工智能的解决方案。 例如，2020 年 5 月，Nvidia 公司推出了 EGX Jetson Xavier NX 和 EGX A100 新设备，并更新了 EGX Edge AI 平台。
• 在预测期内，消费电子产品类别预计将占据 AI 芯片组市场的很大一部分。 平板电脑和智能手机等各种电子设备因其高端规格而在市场上需求量很大。 许多製造商不断推出新颖的 AI 芯片组以满足不断增长的需求。 例如，2022 年 5 月，台湾芯片製造商联发科宣布了用于 AIoT（人工智能）设备的 Genio 架构和 Genio 1200 芯片。 据联发科称，基于Genio 1200芯片的高端AIoT解决方案将于2022年下半年广泛上市。
• AI 芯片组市场的驱动力是对更快的计算机处理器的需求不断增长，以及对更好的客户服务和更低运营成本的需求不断增长。 该行业因缺乏经验丰富的劳动力以及缺乏标准和协议而受阻。

亚太地区有望实现显着增长

• 由于韩国、印度和中国等新兴国家/地区，预计亚太市场将显着增长。 越来越多的人接受基于人工智能的解决方案将支持该地区市场的健康扩张。 人工智能芯片组在智能手机、平板电脑和笔记本电脑等消费电子产品中的使用越来越多，尤其是语音命令的集成，导致人工智能芯片组在该地区的渗透率很高。
• 日本是最早采用国家 AI 政策的国家之一。 日本的方法侧重于让 AI 对社会和经济都有用，目的是扩大 AI 研发技能，构建用于工业用途的 AI 系统，并让工人为劳动力市场转型做好准备。我来了。 2019 年 6 月，首相安倍晋三宣布计划到 2025 年每年培训 25 万人掌握人工智能技能。
• 将 AI 芯片组应用于智能手机、平板电脑和笔记本电脑等家用电器，例如集成语音命令、增强拍摄体验以及根据过去的搜索收集和分类相关数据，从而实现了很高的采用率。它已经完成。
• 该地区是全球最大的智能手机製造商和半导体公司的所在地。 中国、日本、台湾和韩国约占全球智能手机製造商的80%。 由于它拥有最多的人口，智能手机的使用量预计会增加，这有望推动市场的增长。
• 该地区的多家市场参与者处于 AI 芯片开发和生产的前沿。 例如，2021 年 8 月，中国科技巨头百度开始量产其第二代昆崙 AI 芯片，旨在成为芯片行业的主要参与者。 据百度介绍，新一代昆崙AI芯片将采用7nm製程工艺生产，计算能力将比上一代提升两到三倍。

AI芯片市场竞争者分析

• AI 芯片组市场预计将缓慢整合，儘管一些大大小小的全球参与者正在衝击市场。 市场仍处于发展的早期阶段。 当前行业的主要参与者包括英特尔公司、三星电子、英伟达公司、赛灵思公司和美光科技。 为了在 AI 芯片组市场取得领先地位，这些玩家正在开展合作、新产品创新和市场扩张等竞争性战略推进。
• 2021 年 8 月 - IBM 推出了一款名为 Telum 的新芯片，预计该芯片将使 IBM 的客户能够大规模利用深度学习推理。 该芯片采用集中式设计，允许客户充分利用 AI 处理器的能力处理 AI 专用工作负载，例如贷款处理、贸易清算和结算、欺诈检测、反洗钱和风险分析。适用于金融服务工作负载.

其他福利。

• Excel 格式的市场预测 (ME) 表
• 三个月的分析师支持

内容

第1章介绍

• 研究假设和市场定义
• 调查范围

第2章研究方法论

第 3 章执行摘要

第 4 章市场洞察

• 市场概览
• 产业吸引力 - 波特五力分析
  • 新进入者的威胁
  • 买家的议价能力
  • 供应商的议价能力
  • 替代品的威胁
  • 竞争公司之间的敌对关係
• 工业价值链分析
• 评估 COVID-19 对 AI 芯片组市场的影响

第 5 章市场动态

• 市场驱动力
  • 对自动驾驶技术的需求增加
  • 物联网应用边缘分析的增长
• 市场製约因素
  • 设计和 AI 界面的复杂性

第 6 章市场细分

• 按组件
  • 中央处理器 (CPU)
  • 图形处理单元 (GPU)
  • 神经网络处理器 (NNP)
  • 其他组件
• 通过申请
  • 消费类电子产品
  • 车载
  • 医疗保健
  • 自动化/机器人
  • 其他应用
• 区域信息
  • 北美
  • 欧洲
  • 亚太地区
  • 拉丁美洲
  • 中东

第7章竞争格局

• 公司简介
  • Advanced Micro Devices Inc.（AMD）
  • Xilinx Inc.
  • Graphcore Ltd
  • Huawei Technologies Co. Ltd
  • IBM Corporation
  • Intel Corporation
  • NVIDIA Corporation
  • Micron Technology Inc.
  • Samsung Semiconductor（Samsung Electronics Co. Ltd）

第8章 投资分析

第9章 市场将来性

The AI chipsets market is anticipated to register a CAGR of 39% during the forecast period. Various factors, such as a rise in demand for edge analytics, autonomous driving, and smart appliances in the consumer electronics industry, are anticipated to support the market growth.​

Key Highlights

• The rapidly growing demand for machine learning in multiple sectors, such as automotive, finance, and retail, boosts the adoption of AI technology. The most famous application of AI chipsets in the automotive industry includes manufacturing a driverless car to achieve the L5 level of autonomous technology.​
• Artificial intelligence (AI) is entering nearly every aspect of consumer electronics. Its uses are growing beyond cell phones to include the automotive industry. This growth is bringing a slew of new prospects to the semiconductor industry. The requirement to process a constantly rising volume of data is a major element influencing the AI chipset market's growth.
• Moreover, as AI enables machines to perform various activities like those operated by human beings, numerous opportunities are expected to open in the future. Additionally, the growing focus on developing human-aware AI systems is boosting the growth of the market. However, the lack of a skilled workforce and the absence of standards and protocols are restraining the market growth.​
• The need for a large number of ASICs is anticipated to rise as artificial intelligence gains more ground in global technology. Companies, such as Amazon and Google, are already in the process of fortifying their server silicon endeavors. ​
• Companies are using new technologies, such as artificial intelligence, to design new AI chips. For instance, as per a paper published in the journal Nature in June 2021, Google is using AI and machine learning to help design its next generation of AI chips. According to the company, work that takes months for humans can be completed by AI in under six hours.
• Furthermore, the increasing neuromorphic research is an emerging field within the areas of AI hardware anticipated to boost the demand for AI chips. The intuition here is to develop techniques inspired by the real neurons in the brain function; hence, the name neuromorphic was used. The low energy and high-quality output of neurons have enthused researchers to develop Spiking Neural Networks (SNNs). However, these SNNs require hardware of their own. ​
• The outbreak of COVID-19 has negatively impacted the AI chipsets market's supply chain and production. The impact on semiconductor producers was severe. The acceptance of AI for improving consumer services and reducing operational costs, the expanding number of AI applications, improving processing power, and the growing adoption of deep learning and neural networks are major market drivers. Many companies in the semiconductor supply chain worldwide restricted or even stopped operations due to workforce constraints, causing a bottleneck for semiconductor-dependent end-product companies.

AI Chipsets Market Trends

Consumer Electronics Is Expected to Witness Significant Growth

• Semiconductor chip shortage halted the production of consumer electronics worldwide due to the COVID-19 pandemic. However, the pandemic created a huge demand for consumer electronics, such as laptops, desktops, and gaming consoles, causing chaos for product companies, manufacturers, and end consumers. Equipment manufacturers focused on meeting this demand from the volatile consumer technology market. The chip shortage and high demand scenario are expected to continue until the next 2 to 3 years, driving the demand for AI chips for consumer electronics.
• The market will benefit from the increased use of quantum computing technologies to tackle complicated issues and perform analytical computations. For example, Google LLC's Sycamore quantum computer is the fastest computer, capable of completing work in roughly 200 seconds. Artificial intelligence, machine learning, computer vision, Big Data, AR/VR, and other technologies enable quantum computers. The expanding understanding of quantum computing will boost the demand for AI chipsets, thus boosting the industry's growth.
• AI technologies have been deployed in various industries, including automotive and manufacturing, to streamline processes. The industry may benefit from manufacturers' focus on enhanced AI-based solutions during the pandemic. For example, in May 2020, Nvidia Corporation updated its EGX Edge AI platform by launching new devices, namely, the EGX Jetson Xavier NX and EGX A100.
• The consumer electronics category is likely to occupy a major proportion of the AI chipset market during the forecast period. Various electronic devices, such as tablets and smartphones, are in high demand in the market with high-end specifications. Numerous manufacturers are continuously introducing novel AI chipsets to cater to the rising demand. For instance, in May 2022, MediaTek, a Taiwanese chipmaker, announced the Genio architecture for artificial intelligence of things (AIoT) devices, as well as the Genio 1200 chip. Premium AIoT solutions based on the Genio 1200 chip will be widely accessible in the latter half of 2022, according to MediaTek.
• The AI chipsets market is being driven by the increasing need for high-speed computer processors and increasing demand for better customer services and lower operating costs. The industry is being restrained by a shortage of experienced labor and a lack of standards and protocols.

Asia-Pacific Is Anticipated to Witness Significant Growth

• The Asia-Pacific market is projected to grow significantly due to emerging economies like South Korea, India, and China. The increased acceptance of AI-based solutions will support the market's healthy expansion in the region. The growing application of AI chipsets in consumer electronics, such as smartphones, tablets, and laptops, involves integrating voice commands, among others, which has resulted in the high adoption of AI chipsets in the region.
• Japan was one of the first nations to adopt a national AI policy. Japan's approach, primarily focused on making AI helpful to both society and the economy, intends to expand AI R&D skills, build AI systems with industrial applications, and prepare workers for labor market transformations. In June 2019, Prime Minister Shinzo Abe unveiled a plan to train 250,000 people in AI skills annually by 2025.
• The integration of voice commands, enhancement of photography experience, gathering and sorting relevant data based on previous searches, and other applications of AI chipsets in consumer electronics, such as smartphones, tablets, and laptops, resulted in the high adoption of AI chipsets.
• The region is home to the world's largest smartphone manufacturers and semiconductor companies. China, Japan, Taiwan, and South Korea account for roughly 80% of smartphone manufacturers worldwide. The greatest population has led to increased smartphone usage, which is likely to drive market growth.
• Several market players in the region are at the forefront of developing and producing AI chips. For instance, in August 2021, Baidu, a Chinese tech giant, started mass-producing second-generation Kunlun AI chips to become a major player in the chip industry. According to Baidu, the new generation of Kunlun AI chips is produced using 7 nm process technology, with computational capability 2-3 times better than the previous generation.

AI Chipsets Market Competitor Analysis

• Though some small and large global companies have influenced the market, the AI chipsets market is expected to be moderately consolidated. The market is still in its early stages of development. Some of the prominent participants in the current industry include Intel Corporation, Samsung Electronics, NVIDIA Corp., Xilinx Inc., and Micron Technology. To obtain leading positions in the AI chipsets market, these players are engaged in competitive strategic advancements, such as collaborations, new product innovations, and market expansions.
• August 2021 - IBM announced a new chip, Telum, which is expected to allow IBM clients to leverage deep learning inference at scale. This chip features a centralized design enabling clients to leverage the full power of the AI processor for AI-specific workloads, making it suitable for financial services workloads, such as loan processing, clearing and settlement of trades, fraud detection, anti-money laundering, and risk analysis.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

• 4.1 Market Overview
• 4.2 Industry Attractiveness - Porter's Five Forces Analysis
  • 4.2.1 Threat of New Entrants
  • 4.2.2 Bargaining Power of Buyers
  • 4.2.3 Bargaining Power of Suppliers
  • 4.2.4 Threat of Substitute Products
  • 4.2.5 Intensity of Competitive Rivalry
• 4.3 Industry Value Chain Analysis
• 4.4 Assessment of the Impact of COVID-19 on the AI Chipsets Market

5 MARKET DYNAMICS

• 5.1 Market Drivers
  • 5.1.1 Increase in Demand for Autonomous Driving Technology
  • 5.1.2 Growth in Edge Analytics for IoT Application
• 5.2 Market Restraints
  • 5.2.1 Complexity in Design and AI Interface

6 MARKET SEGMENTATION

• 6.1 By Component
  • 6.1.1 Central Processing Unit (CPU)
  • 6.1.2 Graphics Processing Unit (GPU)
  • 6.1.3 Neural Network Processor (NNP)
  • 6.1.4 Other Components
• 6.2 By Application
  • 6.2.1 Consumer Electronics
  • 6.2.2 Automotive
  • 6.2.3 Healthcare
  • 6.2.4 Automation and Robotics
  • 6.2.5 Other Applications
• 6.3 By Geography
  • 6.3.1 North America
  • 6.3.2 Europe
  • 6.3.3 Asia-Pacific
  • 6.3.4 Latin America
  • 6.3.5 Middle-East

7 COMPETITIVE LANDSCAPE

• 7.1 Company Profiles
  • 7.1.1 Advanced Micro Devices Inc. (AMD)
  • 7.1.2 Xilinx Inc.
  • 7.1.3 Graphcore Ltd
  • 7.1.4 Huawei Technologies Co. Ltd
  • 7.1.5 IBM Corporation
  • 7.1.6 Intel Corporation
  • 7.1.7 NVIDIA Corporation
  • 7.1.8 Micron Technology Inc.
  • 7.1.9 Samsung Semiconductor (Samsung Electronics Co. Ltd)

8 INVESTMENT ANALYSIS

9 FUTURE OF THE MARKET