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市场调查报告书
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1445426

资料中心加速器：市场占有率分析、产业趋势与统计、成长预测（2024-2029）

Data Center Accelerator - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)
出版日期: | 出版商: Mordor Intelligence | 英文 100 Pages | 商品交期: 2-3个工作天内

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简介目录

资料中心加速器市场规模预计到 2024 年为 112.9 亿美元，预计到 2029 年将达到 219.2 亿美元，在预测期内（2024-2029 年）增长 14.19%。复合年增长率为

资料中心加速器-市场

HPC资料中心对人工智慧的需求不断增长以及云端基础服务使用量的增加可能会在未来几年推动资料中心加速器市场的发展。

主要亮点

  • 从科学发现到人工智慧 (AI)，现代资料中心对于解决世界上一些最重要的挑战至关重要。这些先进的资料中心正在进行转型，以增加网路频宽并优化人工智慧等工作负载。资料中心经理也期望更低的总拥有成本、节能和新服务。
  • 随着对资料中心的需求不断增加，现有基础设施已达到极限，对适应性解决方案的需求也不断增长。公司正在积极扩展产品系列，以满足这一需求并获得市场认可。
  • 此外，运算系统的大部分成长可归因于云端运算资料中心对人工智慧应用的需求不断增长。这些地方现在几乎所有的训练应用程式都使用 GPU。然而，随着 ASIC 进入市场，GPU 可能会进一步客製化以满足深度学习 (DL) 需求。除了 ASIC 和 GPU 之外，FPGA 也将在未来的 AI 训练中发挥重要作用，主要用于需要快速推向市场或需要客製化的专业资料中心应用，例如对新的 DL 应用原型製作。
  • 缺乏向中小企业提供的可行性、其使用仅限于中型和大型组织以及这些加速器的成本不断增加预计将成为市场限制因素。
  • COVID-19感染疾病给整个经济的各个部门带来了额外的压力。我们也把重点转向了数位经济。阿里云是中国顶级云端运算供应商之一，正在投资数十亿美元建设下一代资料中心，以支援「疫情后世界」的数位转型需求。去年4月，阿里云宣布未来三年将投资2,000亿元人民币（289.9亿美元）用于核心技术和麵向未来的资料中心。

资料中心加速器市场趋势

FPGA 处理器类型细分市场预计将占据重要市场占有率

  • 基于现场可编程闸阵列(FGPA) 的加速器的资料中心加速器市场预计将为市场提供有吸引力的成长机会。 FPGA（现场可编程闸阵列）是一种预製硅元件，可以透过电编程（製造后）几乎成为任何数位系统。这些是透过可程式互连连接的可配置逻辑区块 (CLB) 阵列，可在製造后重新编程以满足所需的应用要求。
  • 现场可程式闸阵列(FPGA) 是众多工业应用的首选数位实施平台之一，且设备不断得到增强和改进。此外，基于FPGA的加速器由于效能/消费量优势和易用性的提高而逐渐被主流运算采用，但要支援向自适应加速资料中心的演进，还有很多工作要做。
  • FPGA 结合了基于处理器的系统和专用积体电路 (ASIC) 的最佳性能，这推动了 FPGA 晶片在所有行业中的采用。此外，对于中低批量生产，FPGA 提供了比ASIC 更便宜的解决方案和更快的上市时间，而ASIC 通常需要更多的时间和资本资源来获得第一个装置，而这段时间将会缩短。
  • 推动 FPGA 市场成长的另一个因素是对广泛应用运算的需求，这为 FPGA 产业提供了新的方向。此外，云端运算和资料中心的资料处理也是FPGA的重要应用领域。 FPGA 可以提升大资料系统的效能。 FPGA 透过客製化的高频宽、低延迟连线来连接网路和储存系统，从而提供更快的资料处理速度。据思科系统公司称，去年云端资料中心 IP 流量达到 19.5 Zetta位元组。
  • 巨量资料分析优化需求的不断成长是市场的主要驱动因素之一。谷歌和亚马逊等着名科技公司透过巨量资料分析获取消费者洞察，在製定业务决策以并行运行操作以获得即时效能时转向 FPGA。

预计亚太地区市场将显着成长

  • 亚太地区正在为寻求更好、更快的IT基础设施进行巨额投资，而资料中心加速器预计将为全球需求做出重大贡献。例如，根据思科系统公司的数据，澳洲占全球资料中心市场的份额高达 4%。 AirTrunk、Equinix等大型跨国公司正在墨尔本和雪梨建造超大型资料中心。预计此类发展将推动市场成长。
  • 晶片製造商赛灵思表示，印度对其政府让跨国公司储存本地用户资料的努力充满信心。预计这将为向印度伺服器製造商提供晶片的公司创造巨大的商机。为了满足这一高需求，除了 Alveo 之外，Xilinx 还在其位于海得拉巴的研发工厂招募更多工程师。此资料中心加速卡片可以提高云端和本地资料中心的效能，以及包括人工智慧推理在内的广泛应用。
  • 新兴的人工智慧工作负载将进一步推动该地区的资料中心市场，特别是那些託管可支援用于平行处理机器学习任务的图形晶片的可程式协辅助处理器的资料中心市场。
  • 市场上的公司正在透过各种成长策略来增强竞争力，包括产品创新、新的合作、投资新的生产设施、加强研发以及开拓海外市场。
  • 今年2月，富士通宣布入选新能源与产业技术综合开发机构「绿色创新基金计画/建构下一代数位基础设施」计画中的「下一代绿色资料技术开发」 ，一个独立的行政机构。中心」（NEDO）。透过为这项国家倡议做出贡献，富士通集团将加强在社会数位基础设施中发挥重要作用的尖端计算和网络技术的开发，推动整体解决方案的全球部署，并实现最终目标。 。透过创新实现更永续的社会。

资料中心加速器产业概述

随着跨国公司和中小企业的存在，资料中心加速器市场可能会变得更加紧密。该市场的主要企业包括英特尔公司、NVIDIA公司、Advanced Micro Devices Inc.、Achronix Semiconductor Corporation和Xilinx Inc.（Advanced Micro Devices Inc.）。市场上的公司正在采取合作伙伴关係和收购等策略来增强其产品供应并获得永续的竞争优势。

  • 2022 年 5 月－AMD 宣布以约 19 亿美元完成对 Pensando Systems 的收购。 Pensando 的分散式服务平台为 AMD 的资料中心产品组合添加了高效能资料处理单元 (DPU) 和软体堆迭。这些产品目前已被高盛、IBM Cloud 和 Microsoft Azure 等云端和商业客户大规模使用。Oracle云。
  • 2022 年 2 月 -全球大型公司的技术基础设施高速连接供应商之一 Alphawave IP 宣布与英特尔代工服务 (IFS) 建立合作伙伴关係。 Alphawave IP 已作为主力成员加入 IFS 加速器 IP 联盟，为使用 IFS 的联合客户提供先进的连接解决方案。

其他福利

  • Excel 格式的市场预测 (ME) 表
  • 3 个月分析师支持

目录

第一章简介

  • 研究假设和市场定义
  • 调查范围

第二章调查方法

第三章执行摘要

第四章市场洞察

  • 市场概况
  • 产业价值链分析
  • 产业吸引力－波特五力分析
    • 供应商的议价能力
    • 消费者议价能力
    • 新进入者的威胁
    • 竞争公司之间的敌意强度
    • 替代产品的威胁
  • 评估 COVID-19感染疾病对市场的影响

第五章市场动态

  • 市场驱动因素
    • HPC资料中心更常采用人工智慧
    • 更多采用资料中心设施和云端基础的服务
  • 市场限制因素
    • 有限的人工智慧硬体专业知识和基础设施问题

第 6 章技术概览

  • 深度学习、公共云端介面和企业介面对资料中心加速器的影响

第七章市场区隔

  • 依处理器类型
    • CPU（中央处理单元）
    • GPU（图形处理单元）
    • FPGA（现场可程式化闸阵列）
    • ASIC（专用积体电路）
  • 按用途
    • 高效能运算
    • 人工智慧
    • 其他用途
  • 按地区
    • 北美洲
    • 欧洲
    • 亚太地区
    • 拉丁美洲
    • 中东和非洲

第八章 竞争形势

  • 公司简介
    • Intel Corporation
    • NVIDIA Corporation
    • Advanced Micro Devices Inc.
    • Achronix Semiconductor Corporation
    • Xilinx Inc.（Advanced Micro Devices Inc.）
    • NEC Corporation
    • Dell Technologies Inc.
    • IBM Corporation
    • Cisco Systems Inc.
    • Qualcomm Technologies, Inc.

第九章投资分析

第10章市场的未来

简介目录
Product Code: 66620

The Data Center Accelerator Market size is estimated at USD 11.29 billion in 2024, and is expected to reach USD 21.92 billion by 2029, growing at a CAGR of 14.19% during the forecast period (2024-2029).

Data Center Accelerator - Market

The growing demand for artificial intelligence in HPC data centers and the increasing usage of cloud-based services likely drive the data center accelerator market over the coming years.

Key Highlights

  • From scientific discoveries to artificial intelligence (AI), modern data centers are crucial to solving some of the world's most critical challenges. These advanced data centers are transforming to increase networking bandwidth and optimize workloads like artificial intelligence. Datacenter administrators also expect a lower total cost of ownership, lower power, and new services.
  • The ever-increasing demands on the data center are pushing existing infrastructure to its limit, driving the need for adaptable solutions that can optimize performance across a broad range of workloads and extend the lifecycle of existing infrastructure, thus, ultimately reducing TCO. Players have been actively expanding their product portfolio to capture this demand and gain market recognition.
  • Further, most computing system growth would stem from higher demand for AI applications at cloud computing data centers. At these locations, GPUs are now used for almost all training applications. However, as ASICs enter the market, GPUs would likely become more customized to meet the demand for Deep Learning (DL). In addition to ASICs and GPUs, FPGAs would also have a crucial role in future AI training, primarily for specialized data center applications that must reach the market quickly or require customization, such as those for prototyping new DL applications.
  • The lack of feasibility of providing to small businesses, limiting its utilization scope to medium and large organizations, and the increased cost of these accelerators are expected to act as market restraints.
  • The COVID-19 pandemic has posed additional stress on the overall economy across sectors. It has also shifted focus towards a digital economy. One of China's top cloud computing providers, Alibaba Cloud, is investing billions in building next-generation data centers to support digital transformation needs in a 'post-pandemic world. In April last year, Alibaba Cloud announced it would invest RMB 200 billion (USD 28.99 billion) in core technologies and future-oriented data centers over the next three years.

Data Center Accelerator Market Trends

FPGA Processor Type Segemnt is Expected to Hold Significant Market Share

  • The data center accelerator market for field-programmable gate arrays (FGPA)-based accelerators are expected to offer attractive growth opportunities for the market. FPGAs (field programmable gate arrays) are pre-fabricated silicon devices that can be programmed electrically (post-manufacturing) to become almost any digital system. They are an array of configurable logic blocks (CLBs) connected with programmable interconnects and can be reprogrammed to the desired application requirements after manufacturing.
  • Field programmable gate arrays (FPGAs) are one of the preferred digital implementation platforms in a profusion of industrial applications, and extensions and improvements are continuously included in devices. Also, while FPGA-based accelerators are slowly being adopted in mainstream computing owing to the benefits of performance/consumption and enhanced ease of use, a lot of work is still being processed to support the evolution toward an adaptive-acceleration data center.
  • FPGAs combine the best parts of processor-based systems and application-specific integrated circuits (ASICs), which drives the adoption of FPGA chips across all industries. Additionally, for low-to-medium volume productions, FPGAs provide cheaper solutions and faster time to market, compared to ASIC, which usually requires a lot of time and capital resources to obtain the first device.
  • Another factor driving the growth of the FPGA market is the demand for extensive application computation, which gives a new direction to the FPGA industry. Moreover, cloud computing and data processing in data centers are significant application areas for FPGAs. FPGAs can improve the performance of large-scale data systems. FPGAs offer faster data processing by connecting network and storage systems with tailored high-bandwidth, low-latency connections. According to Cisco Systems, In the last year, the cloud data center IP traffic reached 19.5 zettabytes.
  • The rise in the demand for optimization in big data analytics is one of the primary drivers for the market. To execute operations in parallel for real-time performance, prominent tech companies like Google and Amazon, which derive consumer insights through big data analytics, increase their dependence on FPGAs to make business decisions.

Asia-Pacific is Expected to Hold Significant Market Growth

  • Asia-Pacific is anticipated to be the principal contributor of data center accelerator to global demand as the region undergoes vast investments for better and quicker IT infrastructure. For instance, according to Cisco Systems, Australia creates up to 4% of the global data center market. Big multinational players, like AirTrunk and Equinix, build hyper-scale data centers in Melbourne and Sydney. Such developments are anticipated to drive market growth.
  • According to Xilinx, a chip maker, India seems confident with the government's push to get global companies to store local user data. This is expected to provide a huge business opportunity to players offering chips to server makers in India. In addressing this high demand, Xilinx hires more engineers at its R&D facility in Hyderabad, in addition to Alveo. This data center accelerator card can increase performance in cloud and on-premise data centers and a broad range of applications, including AI inference.
  • Emerging AI workloads further propel the data center market in the region, particularly those data centers hosting programmable co-processors that can support graphic chips used for parallel processing of machine learning tasks.
  • Players in the market strengthen their competitiveness through various growth strategies, such as the innovation of products, new collaborations, investments into new production facilities, increased R&D, and exploration of overseas markets.
  • In February this year, Fujitsu announced that it had been selected by Japan's new energy and industrial technology development organization for the "Green Innovation Fund Project/Construction of Next Generation Digital Infrastructure" project in the field of "Technology Development of the Next Generation Green Data Center" (NEDO). The Fujitsu Group's contribution to this national initiative aims to strengthen the development of advanced computing and network technologies that play an essential role in society's digital infrastructure, as well as to promote the use of total solutions globally, with the ultimate goal of achieving its commitment to delivering a more sustainable society through innovation.

Data Center Accelerator Industry Overview

The Data Center Accelerator Market could be more cohesive due to the presence of both global players and small and medium-sized enterprises. The major players in the market are Intel Corporation, NVIDIA Corporation, Advanced Micro Devices Inc., Achronix Semiconductor Corporation, and Xilinx Inc. (Advanced Micro Devices Inc.), among others. Players in the market are adopting strategies such as partnerships and acquisitions to enhance their product offerings and gain sustainable competitive advantage.

  • May 2022 - AMD has announced the completion of its acquisition of Pensando Systems for about USD 1.9 billion. Pensando's distributed services platform would add a high-performance data processing unit (DPU) and software stack to AMD's data center product range, which is currently being used at scale by cloud and business clients such as Goldman Sachs, IBM Cloud, Microsoft Azure, and Oracle Cloud.
  • February 2022 - Alphawave IP, one of the leading global providers of high-speed connection for the global technological infrastructure, announced a collaboration with Intel Foundry Services ("IFS"). Alphawave IP has joined the IFS Accelerator - IP Alliance as an anchor member to offer advanced connectivity solutions for joint clients using IFS.

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 Value Chain Analysis
  • 4.3 Industry Attractiveness - Porter's Five Force Analysis
    • 4.3.1 Bargaining Power of Suppliers
    • 4.3.2 Bargaining Power of Consumers
    • 4.3.3 Threat of New Entrants
    • 4.3.4 Intensity of Competitive Rivalry
    • 4.3.5 Threat of Substitute Products
  • 4.4 Assessment of Impact of COVID-19 on the Market

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Increasing Deployment of AI in HPC Data Centers
    • 5.1.2 Increasing Deployment of Data Center Facilities and Cloud-Based Services
  • 5.2 Market Restraints
    • 5.2.1 Limited AI Hardware Experts Coupled with Infrastructural Concerns

6 TECHNOLOGY SNAPSHOT

  • 6.1 Impact of Deep Learning, Public Cloud Interface, and Enterprise Interface on Data Center Accelerators

7 MARKET SEGMENTATION

  • 7.1 By Processor Type
    • 7.1.1 CPU (Central Processing Unit)
    • 7.1.2 GPU (Graphics Processing Unit)
    • 7.1.3 FPGA (Field-Programmable Gate Array)
    • 7.1.4 ASIC (Application-specific Integrated Circuit)
  • 7.2 By Application
    • 7.2.1 High-performance Computing
    • 7.2.2 Artificial Intelligence
    • 7.2.3 Other Applications
  • 7.3 By Geography
    • 7.3.1 North America
    • 7.3.2 Europe
    • 7.3.3 Asia Pacific
    • 7.3.4 Latin America
    • 7.3.5 Middle East & Africa

8 COMPETITIVE LANDSCAPE

  • 8.1 Company Profiles
    • 8.1.1 Intel Corporation
    • 8.1.2 NVIDIA Corporation
    • 8.1.3 Advanced Micro Devices Inc.
    • 8.1.4 Achronix Semiconductor Corporation
    • 8.1.5 Xilinx Inc. (Advanced Micro Devices Inc.)
    • 8.1.6 NEC Corporation
    • 8.1.7 Dell Technologies Inc.
    • 8.1.8 IBM Corporation
    • 8.1.9 Cisco Systems Inc.
    • 8.1.10 Qualcomm Technologies, Inc.

9 INVESTMENT ANALYSIS

10 FUTURE OF THE MARKET