图形处理器市场 - COVID-19 的增长、趋势、影响和预测 (2023-2028)

在预测期内，图形处理器市场预计将以 33.35% 的复合年增长率增长。

据 ITA 称，到明年，美国媒体和娱乐业的产值预计将超过 8250 亿美元。 该行业的快速增长将推动配备高端显卡和处理器的台式电脑和平板电脑的采用，以提升游戏体验。

主要亮点

• 消费者在平板电脑、智能手机和笔记本电脑上的支出不断增加，正在扩大游戏应用市场，推动对可提供高质量视觉效果和快速游戏应用的图形处理器的需求。
• 推动图形处理器市场增长的因素是在製造、汽车、房地产和医疗保健等各个行业越来越多地使用处理器来支持图形应用程序和 3D 内容。 例如，在汽车领域，CAD 和仿真软件利用 GPU 创建逼真的图像和动画，以支持製造和设计应用程序。
• 地理信息系统 (GIS) 和沈浸式多媒体的兴起也在推动图形处理市场的发展。 智能手机和平板电脑等移动计算设备的普及增加了 GIS 等提供实时空间和地理数据的应用程序的使用。 GIS 可以生成查询、分析空间信息、地图数据、输出等。 然而，为了提供实时信息，移动计算设备配备了大型图形处理器。
• Metaverse 提供更高级的体验。 许多可以在现实世界中完成的活动也可以在现实世界的这种虚拟表示中进行。 软件必须进步以支持这一点，因为平台、应用程序和服务之间的互操作性对于作为生态系统发挥作用至关重要。 软件是融合不同现实的关键支柱，但硬件对于人们在这个新的在线环境中进行交互至关重要。
• 由于全身触觉和虚拟现实设备仍然可用，AR 和 VR 技术将成为过渡时期体验元宇宙的主要方式。 因此，从电子学的角度来看，尤其是 GPU，它具有广泛引领利用并行性解决数据问题同时让用户沉浸其中的创新的巨大潜力。
• 此外，无法适当平衡系统性能、效率和功耗将成为市场增长的挑战。 此外，工作站销量下降可能会阻碍预测期内图形处理器的市场增长。

图形处理器市场趋势

游戏产业推动市场增长

• 游戏机市场巨大，遍及所有平台，从手持设备到平板电脑、手机、个人电脑、游戏机和街机。 游戏机已经从安装在商场、餐厅、酒吧等处的功能强大的基于位置的控制台发展到游戏机、微型计算机和 PC。
• 游戏机中使用两种类型的 CPU。 有两种类型：ARM 和 x86。 游戏机分为五个或更多平台，包括游戏机、笔记本电脑、台式电脑、移动终端，以及在商场、餐厅、酒吧、游乐园、赌场、网吧/网吧等中使用的各种基于位置的终端。 . 例如，AMD 将 GPU 集成到其 x86 处理器中，并将其称为加速处理器单元 APU。
• 说到高性能游戏，游戏笔记本电脑是同义词。 它们快速有效，因为它们允许快速执行命令和快速执行。 在相对速度和整体性能方面，例如，Titan 级显卡 Nvidia GeForce RTX 3090 提供了非常苛刻的性能。 此外，它还提供对光线追踪和 DLSS 的出色支持，而无需降低游戏笔记本电脑的图形设置。
• 但 Nvidia 还大力投资技术，为游戏玩家提供可定制的解决方案。 该公司宣布推出一款名为“Titan RTX”的强大 GPU，它使用 Nvidia 的图灵架构，提供 130 teraflops 的深度学习性能和 11 Giga Rays 的光线追踪性能。 GPU 中新安装的显示端口是为下一代 VR 耳机设计的，似乎与 PC 连接一个就足够了。
• 此外，硬件领域总是在不断变化。 例如，随着 AMD 和 Nvidia 为不断增长的 1440p 游戏市场更新产品线，价格在 500-1500 美元之间的最新显卡已经完全改变。 与 Nvidia 的新旗舰型号“RTX 3090 Ti”相比，它在光栅密集型游戏中的执行速度最高可达 2 倍，在完全光线追踪游戏中的速度最高可达 4 倍，对于 RTX 4080 最高可达 3 倍。
• 随着虚拟现实的复兴和增强现实技术在游戏中的应用，游戏环境正在进一步扩展。 例如，Niantic Lab 的 Pokemon Go 等 AR 游戏是基于位置的游戏，使用 Google 地图扩展神奇宝贝角色的神话世界。 用户在移动屏幕上探索新的小巷并蒐索隐藏的角色，但在现实世界中他们步行数公里。

亚太地区成为增长最快的市场

• 亚太地区的新兴国家，例如中国、日本、新加坡和印度，预计需求量很大。 这可能是由于该地区移动计算设备的日益普及以及对游戏应用程序的高需求。
• 由于多家手机游戏公司的持续成功，日本游戏市场位居世界第三。 日本的游戏玩家比任何其他国家的玩家花的钱都多。 日本玩家人均消费大约是西欧的 2.5 倍，是北美的 1.5 倍。
• 中国通过引进比人科技的 BR 系列开发了自己的 GPU 计算引擎。 中国将能够利用专用本地 GPU 进行图形和计算，使 GPU 市场竞争激烈。
• 上海芯片製造商无锡有望通过推出专注于游戏的 GPU 将中国推向世界版图并促进亚洲的增长。 为了满足日本不断扩大的高端PC游戏领域的需求，据说该公司正在开发一款独特的中国GPU。 专为游戏设计的 GPU 目前正在开发中，预计将于 2025 年推出。
• 随着收集大量需要监控和分析的数据的物联网设备的激增，亚太地区汽车行业对高端计算系统的需求实际上有所增加。
• 此外，中国、印度、日本和新加坡等国家/地区正在将范式转向技术提升。 因此，该地区的智能设备销量最高，从智能手机和平板电脑到 PlayStation 和游戏 PC。 这些特性解释了对图形处理器日益增长的需求。

图形处理器市场竞争分析

图形处理器市场正在整合，因为主要参与者采用改进製造技术和扩展产品组合等新颖策略以获得相对于其他参与者的竞争优势。 主要参与者包括三星电子、高通公司、NVIDIA 公司、Advanced Micro Devices Inc.、英特尔公司、台积电、富士通公司、IBM 公司、索尼公司和苹果公司。 以下是市场参与者采用的一些发展策略。

• 2022 年 9 月，NVIDIA 宣布推出新的 GeForce RTX GPU 和技术。 NVIDIA 的 GeForce RTX 40 系列显卡速度极快，让游戏玩家和创作者在性能、AI 驱动的图形、更身临其境的游戏体验以及最快的内容创作工作流程方面实现飞跃。 游戏性能在最新游戏中翻了一番。 通过利用 DLSS 3 和其他 Ada 开发，开发人员可以将完全光线追踪游戏的性能提升多达 4 倍。 GeForce RTX 40 系列显卡在 3D 渲染、视频导出速度和创意应用的 AI 功能方面提供高达 2 倍的性能。
• 2022 年 11 月，AMD Radeon RX AMD 发布了 7900 XT 和 Radeon RX 7900 XT 显卡。 它们基于最新的高性能和高能效 AMD RDNA 3 架构。 这款新显卡是继广受欢迎的基于 AMD“Zen”的 AMD Ryzen 芯片组处理器之后，全球首款采用革命性 AMD 芯片组设计的游戏显卡。 这些产品提供出色的性能和卓越的能效，即使是要求最苛刻的游戏也能实现高帧率 4K 和更高分辨率的游戏。

其他好处

• 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

• 调查结果和市场假设
• 调查范围

第2章研究方法论

第 3 章执行摘要

第4章市场动态

• 市场概览
• 市场驱动因素和限制因素简介
• 市场驱动因素
  • 对图形应用程序的需求不断增长
  • 地理信息系统 (GIS) 和沈浸式多媒体的兴起
• 市场製约因素
  • 工作站销量下降
• 工业价值链分析
• 行业吸引力 - 波特五力分析
  • 买方/消费者议价能力
  • 供应商的议价能力
  • 新进入者的威胁
  • 替代品的威胁
  • 竞争公司之间的敌对关係

第 5 章市场细分

• 按类型
  • 独立显卡
  • 集成图形解决方案
  • 混合解决方案
• 按安装类型
  • 本地
  • 云
• 通过申请
  • 智能手机
  • 平板电脑/笔记本电脑
  • 工作站
  • 游戏电脑
  • 媒体和娱乐
  • 汽车
• 按地区
  • 北美
  • 欧洲
  • 亚太地区
  • 拉丁美洲
  • 中东

第6章竞争格局

• 公司简介
  • Samsung Electronics Co. Ltd
  • Qualcomm Incorporated
  • NVIDIA Corporation
  • Advanced Micro Devices Inc.
  • Intel Corporation
  • Taiwan Semiconductor Manufacturing Company Ltd
  • Fujitsu Ltd
  • IBM Corporation
  • Sony Corporation
  • Apple Inc.

第7章 投资分析

第8章 市场机会与将来动向

The graphic processors market is expected to register a CAGR of 33.35% over the forecast period. According to the ITA, the United States media & entertainment industry is expected to reach more than USD 825 billion by next year. The industry's rapid growth will trigger the adoption of desk-based PCs and tablets with high-end graphics cards and processors to enhance the gaming experience.

Key Highlights

• The market for gaming applications is rising due to increased consumer spending on tablets, smartphones, and notebooks, driving the demand for graphics processors to provide high-quality visual effects and high-speed gaming applications.
• The factor fueling the graphic processor market's growth is the increasing usage of processors to support graphics applications and 3D content in various industry verticals such as manufacturing, automotive, real estate, and healthcare. For instance, to support manufacturing and design applications in the automotive sector, CAD and simulation software leverages GPUs to create photorealistic images or animations.
• The rise of geographic information systems (GIS) and immersive multimedia are also driving the graphics processing market. Increasing usage of applications such as GIS that provide real-time spatial and geographical data is rising owing to the penetration of smartphones, tablets, and other mobile computing devices. A GIS allows users to generate a query, analyze spatial information, map data, and provide output. However, to provide real-time information, mobile computing devices incorporate graphic processors on a large scale.
• The metaverse offers an enhanced experience. Many activities people can perform in the real world are also possible in this virtual representation of the real world. The software will need to advance to support this because interoperability between platforms, applications, and services will be essential for a working ecosystem. Hardware will be essential to allow people to interact with this new online environment, despite software being an important pillar in the convergence of different realities.
• With full-body haptics and virtual reality equipment still available, AR and VR technologies will likely be the primary ways of experiencing the metaverse during the transition. This offers enormous potential for the electronics sector, particularly from the perspective of GPUs, to spearhead widespread innovation that will aid in immersing users while utilizing parallelism to address data issues.
• Moreover, the inability to properly balance system performance, efficiency, and power consumption poses a challenge to market growth. Further, declining workstation sales may hamper the graphic processors' market growth over the forecast period.

Graphic Processors Market Trends

Gaming Industry to Augment Market Growth

• The gaming hardware market is huge, spreading across all platforms, from handheld devices to tablets, phones, PCs, consoles, location-based arcades, and gaming parlors. Gaming machines evolved from powerful location-based machines found in arcades, restaurants, and bars to in-home machines in the form of dedicated gaming consoles, microcomputers, and then PCs.
• Gaming machines use two types of CPU processors: ARM and x86-based machines. Those machines fall into five or more platforms, including consoles, notebooks, desktops, mobile devices, and various types of location-based devices found in arcades, restaurants, bars, amusement parks, casinos, and iCafe/net cafes. For instance, AMD integrates a GPU into an x86 processor and calls it an accelerated processor unit APU.
• High-performance gaming is synonymous with gaming laptops. They enable quicker command execution and swift running since they are quick and effective. When it comes to relative speeds and overall performances, for instance, the Nvidia GeForce RTX 3090, a Titan class card, offers highly demanding performance. Additionally, it supports Ray Tracing and DLSS exceptionally well without reducing the graphics settings on the gaming laptop.
• However, Nvidia is also investing significantly in technology and offering gamers customizable solutions. The company announced its powerful GPU, titled Titan RTX, which uses Nvidia's Turing architecture and delivers 130 teraflops of deep learning performance and 11 gigarays of ray-tracing performance. The new display port on the GPU is designed for next-generation VR headsets, which will only need one wire to connect to PCs.
• Moreover, the hardware landscape is constantly in flux. For instance, the latest graphics cards in the USD 500-USD 1500 price range completely changed, with AMD and Nvidia overhauling their lineups for the growing 1440p gaming market. Compared to the previous flagship RTX 3090 Ti, Nvidia's new flagship RTX 4090 can perform up to two times better in raster-heavy games and up to four times quicker in fully ray-traced games, while the RTX 4080 will be up to three times faster.
• The gaming environment has been further expanded with the resurrection of virtual reality and the introduction of augmented reality for gaming. For instance, AR games like Niantic Lab's Pokemon Go are location-based games and use Google Maps to augment a mythical world filled with characters from the Pokemon. Users are encouraged to explore new alleys or hunt for hidden characters on their mobile screens; in the real world, they walk several miles.

Asia-Pacific to be Fastest-Growing Market

• Developing countries in the Asia Pacific, such as China, Japan, Singapore, and India, are expected to witness high demand. This may be attributed to the increasing adoption of mobile computing devices and the region's high demand for gaming applications.
• The Japanese gaming market is the third-largest in the world due to the continued success of several mobile gaming companies in the country. Japanese gamers spend more than players in any other country. The average spending per Japanese player is approximately 2.5 times higher than that in western Europe and nearly 1.5 times higher than in North America.
• China developed its own GPU compute engines by introducing the BR series of products from Biren Technology. China now has access to a dedicated local GPU for graphics and computing, which will intensify the fierce GPU market competition.
• With its upcoming game-focused GPUs, Shanghai-based chipmaker Muxi is anticipated to put China on the global map and promote Asia's growth. In order to meet the needs of the expanding high-end PC gaming sector in the nation, the company is reportedly creating China's in-house GPU. The GPU explicitly designed for gaming is currently under development and is anticipated to be available in 2025.
• With the growing adoption of IoT devices that gather huge amounts of data that needs to be monitored and analyzed, the demand for high-end computing systems has effectively increased in the automotive sector in the Asia-Pacific Region.
• Moreover, countries such as China, India, Japan, and Singapore are shifting the paradigm toward technological enhancement. Therefore, the region has the highest smart device sales, from smartphones and tablets to PlayStation and gaming PCs. This attribute explains the increasing demand for graphics processors.

Graphic Processors Market Competitor Analysis

The graphic processors market is consolidated due to major market players adopting novel strategies to improve manufacturing techniques and widen their product portfolios to gain a competitive edge over other market players. The major players in the market are Samsung Electronics Co. Ltd, Qualcomm Incorporated, NVIDIA Corporation, Advanced Micro Devices Inc., Intel Corporation, Taiwan Semiconductor Manufacturing Company Ltd, Fujitsu Ltd, IBM Corporation, Sony Corporation, and Apple Inc., among others. Some developmental strategies adopted by market players are:

• In September 2022, new GeForce RTX GPUs and technologies were launched by NVIDIA. The GeForce RTX 40 Series graphics cards from NVIDIA are so fast that they provide gamers and creators with a quantum leap in performance, AI-powered graphics, more immersive gameplay, and the quickest content creation workflows. The newest games have a 2X increase in gaming performance. By utilizing DLSS 3 and other Ada developments, developers can increase performance in fully ray-traced games by up to a 4X increase. The GeForce RTX 40 Series graphics cards offer up to two times as much performance in 3D rendering, video export speed, and AI features for creative apps.
• In November 2022, The AMD Radeon RX AMD introduced 7900 XT and Radeon RX 7900 XT graphics cards. They are based on the newest, high-performance, energy-efficient AMD RDNA 3 architecture. The new graphics cards are the first gaming graphics cards in the world to include an innovative AMD chipset design, following the hugely popular AMD "Zen"-based AMD Ryzen chipset processors. They provide exceptional performance and superb energy efficiency to enable high-framerate 4K and greater resolution gaming in the most demanding titles.

Additional Benefits:

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

TABLE OF CONTENTS

1 INTRODUCTION

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

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

• 4.1 Market Overview
• 4.2 Introduction to Market Drivers and Restraints
• 4.3 Market Drivers
  • 4.3.1 Increasing Demand for Graphic Applications
  • 4.3.2 Rise of Geographic Information Systems (GIS) and Immersive Multimedia
• 4.4 Market Restraints
  • 4.4.1 Declining Workstation Sales
• 4.5 Industry Value Chain Analysis
• 4.6 Industry Attractiveness - Porter's Five Force Analysis
  • 4.6.1 Bargaining Power of Buyers/Consumers
  • 4.6.2 Bargaining Power of Suppliers
  • 4.6.3 Threat of New Entrants
  • 4.6.4 Threat of Substitute Products
  • 4.6.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

• 5.1 By Type
  • 5.1.1 Dedicated Graphics Card
  • 5.1.2 Integrated Graphics Solutions
  • 5.1.3 Hybrid Solutions
• 5.2 By Deployement
  • 5.2.1 On-premise
  • 5.2.2 Cloud
• 5.3 By Applications
  • 5.3.1 Smartphones
  • 5.3.2 Tablets and Notebooks
  • 5.3.3 Workstations
  • 5.3.4 Gaming PC
  • 5.3.5 Media and Entertainment
  • 5.3.6 Automotives
• 5.4 Geography
  • 5.4.1 North America
  • 5.4.2 Europe
  • 5.4.3 Asia-Pacific
  • 5.4.4 Latin America
  • 5.4.5 Middle East

6 COMPETITIVE LANDSCAPE

• 6.1 Company Profiles
  • 6.1.1 Samsung Electronics Co. Ltd
  • 6.1.2 Qualcomm Incorporated
  • 6.1.3 NVIDIA Corporation
  • 6.1.4 Advanced Micro Devices Inc.
  • 6.1.5 Intel Corporation
  • 6.1.6 Taiwan Semiconductor Manufacturing Company Ltd
  • 6.1.7 Fujitsu Ltd
  • 6.1.8 IBM Corporation
  • 6.1.9 Sony Corporation
  • 6.1.10 Apple Inc.

7 INVESTMENT ANALYSIS

8 MARKET OPPORTUNITIES AND FUTURE TRENDS