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市场调查报告书
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1536986

图形处理单元（GPU）：市场占有率分析、产业趋势与统计、成长预测（2024-2029）

Graphics Processing Unit (GPU) - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)
出版日期: | 出版商: Mordor Intelligence | 英文 133 Pages | 商品交期: 2-3个工作天内

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简介目录

2024年图形处理单元市场规模预计为652.7亿美元，预计2029年将达到2,742.1亿美元，复合年增长率预计将成长33.20%。

图形处理单元（GPU）-市场

图形处理单元市场的主要驱动力是对专用处理器的需求不断增长，以管理与 2D 和 3D 图形相关的复杂数学计算。此外，在製造、汽车、房地产和医疗保健等各个行业中，支援图形应用和 3D 内容的处理器的使用不断增加，也推动了市场的成长。

*近年来，对高阶个人运算设备和游戏机的需求激增，推动了研究市场的发展。投资图形附加板对微处理公司来说是有利的，因为 GPU 是成品的关键组件。

*此外，个人电脑（PC）和笔记型电脑等运算产品的高渗透率以及游戏产业投资的增加是近年来推动研究市场成长的关键因素。在预测期内，对高阶图形和运算应用程式的需求不断增长，人工智慧等技术的扩展以及即时分析的趋势，主要扩大了 GPU 技术的范围。

*此外，GPUaaS 可用于多种目的，包括训练多语言 AI ​​语音引擎和识别糖尿病导致失明的早期迹象。现代 GPUaaS 为传统通用处理器提供了一种有吸引力的替代方案，价格可变且无资本支出，是实现机器学习系统所需速度的一种方法。

*然而，熟练劳动力的缺乏给采用该技术的公司带来了重大挑战。多家製造公司表示缺乏经验丰富的工程师和开发人员。跟上复杂且快速发展的技术并转向自动化是很困难的，这会增加成本并限制市场成长。

*为了回应美国和中国之间的持续衝突，随着中国企业寻求製造地多元化，包括印度和东南亚国家在内的其他国家开始看到製造业和工业部门的投资增加。这些趋势预计将为该市场带来更多商机。

图形处理单元 (GPU) 市场趋势

行动装置将经历显着成长

  • 图形处理单元 (GPU) 是智慧型手机中的关键元件，负责渲染图形、渲染动画、玩视讯游戏以及管理复杂的视觉任务，例如显示高解析度影像。 CPU 可以閒置以节省电池，GPU 可以处理密集的图形任务。这对于视频游戏等密集型应用程式尤其重要，如果不进行最佳化，这些应用程式可能会消耗大量电池。
  • 行动装置产业在过去十年中发展迅速，3D图形与行动电话的整合随着技术的发展而加速。 GPU 在行动装置和 PC 中发挥着至关重要的作用，可提供更好的图形效能、延长电池寿命并减轻 CPU 任务负担。透过使用专用GPU，行动装置可以更轻鬆、更快速地渲染高品质的动画、图形和特效，特别是对于那些经常使用要求较高的应用程式和玩电玩游戏的消费者来说，可以带来更好的使用者体验。
  • 智慧型手机技术的最新进展和对 5G 智慧型手机不断增长的需求正在推动该细分市场的成长。三星、苹果、小米、Oppo 和 Vivo 等智慧型手机製造商的产品创新努力也推动了对行动 GPU 的需求。
  • 爱立信表示，预计2019年至2028年全球5G用户数将大幅增加，分别从超过1,200万增加到超过45亿。按地区划分，印度、尼泊尔和不丹预计合约数量增幅最大。智慧型手机OEM将在 2024 年增强其支援人工智慧的智慧型手机并增加储存容量，从而推动未来几年的智慧型手机需求。
  • 此外，相机和影像品质的持续发展吸引了新的消费者。人工智慧和机器学习技术快速整合到行动电话和笔记型电脑中将增加对更快 GPU 的需求。

亚太地区实现显着成长

  • 考虑到该地区各行业不断变化的动态，预计亚太地区仍将是所研究市场成长的主要贡献者。多年来，数位技术在中国、日本和韩国等主要国家以外的采用显着成长，创造了市场机会。例如，「数位印度」使命是对印度数位科技的采用产生重大影响的倡议之一，推动了该国各个最终用户部门对 GPU 的需求。
  • 近几十年来，中国已成为半导体及相关产品的主要生产国和消费国。中国对半导体晶片的需求主要是由不断扩大的数位生态系统所推动的。
  • 政府措施也支持数位科技在中国的传播。例如，「中国製造2025」是中国政府的一项倡议，旨在促进将机器人、物联网、自动化等先进技术以及人工智慧、AR/VR和ML等先进ICT解决方案引入工业领域。
  • 此外，中国在公共部门采用数位技术提高公共服务效率方面已成为亚太地区的领导者。因此，该国越来越多地采用云端和相关服务，创建了一个需求友善的生态系统，并成为资料中心基础设施的关键组成部分。

图形处理单元 (GPU) 产业概览

由于英特尔公司、Advanced Micro Devices Inc.、Nvidia Corporation、Imagination Technologies Group 和三星电子等主要企业的存在，图形处理单元市场变得分散。

*2024 年 1 月，NVIDIA 发布了 GeForce RTX 40 SUPER 系列 GPU，包括 GeForce RTX 4080 SUPER、GeForce RTX 4070 Ti SUPER 和 GeForce RTX 4070 SUPER，为最新游戏提供动力，并构成人工智慧 PC 的核心。这款基于 NVIDIA Ada Lovelace架构的 GPU 的最新版本可提供高达 52 TFLOPS 的着色器、121 TFLOPS 的 RT 和 836 TOPS 的 AI，让您能够增强游戏性能并开发新的娱乐世界和体验。

*2023 年 11 月， VMware宣布与英特尔公司建立合作关係，透过在资料资料、公共云端和边缘环境中实现私有 AI 来扩展两家公司的创新，帮助客户加速 AI 在各领域的采用。 VMware Cloud Foundation 与 Intel 的 AI 软体套件、内建 AI 加速器的 Intel Xeon 处理器以及 Intel Max 系列 GPU 相结合，创建检验且经过基准测试的 AI 堆迭，用于资料准备、模型训练、微调和推理，以加速科学推理。

其他好处：

  • 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
  • 产业吸引力－波特五力分析
    • 供应商的议价能力
    • 买方议价能力
    • 新进入者的威胁
    • 替代品的威胁
    • 竞争公司之间的敌对关係
  • 产业价值链分析
  • COVID-19副作用和其他宏观经济因素对市场的影响

第五章市场动态

  • 市场驱动因素
    • 游戏图形的演变
    • 拓展AR、VR、AI的应用
  • 市场限制因素
    • 初始投资高

第六章 市场细分

  • 按类型
    • 独立GPU
    • 整合GPU
    • 混合GPU
  • 按用途
    • 行动装置
    • 个人电脑和工作站
    • 伺服器/资料中心
    • 汽车/自动驾驶汽车
    • 游戏机
    • 其他用途
  • 按地区
    • 北美洲
    • 欧洲
    • 亚太地区
    • 澳洲/纽西兰
    • 拉丁美洲
    • 中东/非洲

第七章 竞争格局

  • 公司简介
    • Intel Corporation
    • Advanced Micro Devices Inc.
    • Nvidia Corporation
    • Imagination Technologies Group
    • Samsung Electronics Co. Ltd
    • Arm Limited（Soft Bank Group）
    • EVGA Corporation
    • SAPPHIRE Technology Limited
    • Qualcomm Technologies Inc.

第八章 供应商市场占有率

第九章投资分析

第十章投资分析市场的未来

简介目录
Product Code: 67016

The Graphics Processing Unit Market size is estimated at USD 65.27 billion in 2024, and is expected to reach USD 274.21 billion by 2029, growing at a CAGR of 33.20% during the forecast period (2024-2029).

Graphics Processing Unit (GPU) - Market

The graphics processing unit market is primarily driven by the growing demand for specialized processors to manage complex mathematical calculations related to 2D and 3D graphics. The augmenting use of processors to support graphics applications and 3D content in several industry verticals, including manufacturing, automotive, real estate, and healthcare, is also increasing the market's growth.

*The demand for high-end personal computing devices and gaming consoles has surged in recent years, driving the studied market. Hence, investing in a graphics add-in board is helpful for micro-processing companies, as GPU forms a vital component of the finished product.

*Moreover, the high adoption of computing products, such as personal computers (PCs) or laptops, and the increasing investment in the gaming industry have been significant factors driving the studied market's growth in recent years. The growing demand for high graphics and computing applications and the expansion of technologies, like AI, along with the trend of real-time analysis, are mainly expanding the scope of GPU technology over the forecast period.

*In addition, GPUaaS may be utilized for various purposes, including training multilingual AI speech engines and identifying early indicators of diabetes-related blindness. Modern GPUaaS, which provides a compelling alternative to traditional general-purpose processors with variable pricing and no CAPEX, is one way to achieve the speed required for machine learning systems.

*However, the lack of a skilled workforce has been a significant challenge for companies adopting the technology. Several manufacturing companies cite a shortage of experienced engineers and developers; it becomes challenging to keep up with the complex and rapidly evolving technology and switch to automation, thereby increasing costs and restricting the market's growth.

*Owing to the ongoing US-China dispute, other countries, including India and some Southeast Asian countries, have started to witness a higher inflow of investments in the manufacturing and industrial sector as companies in China look to diversify their manufacturing base. Such trends, in turn, are expected to drive further opportunities in the market studied.

Graphics Processing Unit (GPU) Market Trends

Mobile Devices to Witness Major Growth

  • The Graphics Processing Unit (GPU) is a vital component of smartphones, accountable for rendering graphics and managing complex visual tasks, including rendering animations, playing video games, and displaying high-resolution images. The CPU can remain idle and conserve battery power using the GPU to handle intensive graphical tasks. This is especially important for demanding applications like video games, which can consume a lot of battery life if not optimized.
  • The mobile devices industry evolved rapidly in the past decade, and the integration of 3D graphics on mobile phones accelerated with the technological evolution. The GPU plays a key role in mobile devices and PCs, providing better graphics performance, enhanced battery life, and offloading CPU tasks. Mobile devices can render high-quality animations, graphics, and special effects with more ease and faster speed with a dedicated GPU, resulting in a better user experience, specifically for consumers who regularly use demanding apps and play video games.
  • The recent advancement in smartphone technologies and rising demand for 5G smartphones drive the segment's growth. Efforts by smartphone makers such as Samsung, Apple, Xiaomi, Oppo, and Vivo to innovate their products are also driving up demand for Mobile GPUs.
  • As per Ericsson, 5G subscriptions are forecast to increase drastically worldwide from 2019 to 2028, from over 12 million to over 4.5 billion subscriptions respectively. India, Nepal, and Bhutan are expected to have the most subscriptions by region. Smartphone OEMs are ramping up Artificial intelligence-enabled smartphones in 2024, with an additional storage capacity, boosting the demand for smartphones in coming years.
  • Furthermore, continuous development in camera and picture quality attracts new consumers. Rapid AI and machine learning technology integration in mobile phones and laptops drives demand for faster GPUs.

Asia-Pacific to Witness Significant Growth

  • The Asia-Pacific region is anticipated to remain among the prominent contributors to the growth of the market studied, considering the changing dynamics of various industries in the region. Over the years, the adoption of digital technologies has grown significantly outside significant countries such as China, Japan, and South Korea, creating opportunities in the market studied. For instance, the "Digital India" mission is one such initiative that had a notable impact on the uptake of digital technologies in India, driving the demand for GPUs across various end-user verticals in the country.
  • In the last few decades, China has become the primary producer and consumer of semiconductors and related products. The demand for semiconductor chips in China is driven primarily by the expanding digital ecosystem.
  • Government initiatives also support the growth in the uptake of digital technologies in China. For example, "Made in China 2025" is an initiative by the Chinese government to promote the adoption of advanced technologies, such as robotics, IoT, automation, and advanced ICT solutions, such as AI, AR/VR, ML, etc., in the industrial sector.
  • Furthermore, China has also emerged among the leaders in the Asia-Pacific region in adopting digital technologies in the public sector to improve the efficiency of public services. As a result, the adoption of cloud and related services has been increasing in the country, creating a favorable ecosystem for demand and becoming a vital component of data center infrastructure.

Graphics Processing Unit (GPU) Industry Overview

The graphics processing unit market is fragmented with the presence of major players like Intel Corporation, Advanced Micro Devices Inc., Nvidia Corporation, Imagination Technologies Group, and Samsung Electronics Co. Ltd. Players in the market are adopting strategies such as partnerships and acquisitions to enhance their product offerings and gain sustainable competitive advantage.

*In January 2024, NVIDIA announced the GeForce RTX 40 SUPER Series family of GPUs, including the GeForce RTX 4080 SUPER, GeForce RTX 4070 Ti SUPER, and GeForce RTX 4070 SUPER, which supercharges the latest games and forms the core of AI-powered PCs. This newest iteration of NVIDIA Ada Lovelace architecture-based GPUs delivers up to 52 shader TFLOPS, 121 RT TFLOPS, and 836 AI TOPS to supercharge gaming and provide the power to develop new entertainment worlds and experiences.

*In November 2023, VMware Inc. announced a partnership with Intel Corporation to extend their innovation by enabling private AI across data centers, public clouds, or Edge environments to help customers accelerate the adoption of AI in data centers, public clouds, and edge environments. The combination of VMware Cloud Foundation and Intel's AI software suite, Intel Xeon processors with built-in AI accelerators, and Intel Max Series GPUs will deliver a validated and benchmarked AI stack for data preparation, model training, fine-tuning and inferencing to accelerate scientific discovery and enrich business and consumer services.

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 Bargaining Power of Suppliers
    • 4.2.2 Bargaining Power of Buyers
    • 4.2.3 Threat of New Entrants
    • 4.2.4 Threat of Substitutes
    • 4.2.5 Intensity of Competitive Rivalry
  • 4.3 Industry Value Chain Analysis
  • 4.4 Impact of COVID-19 Aftereffects and Other Macroeconomic Factors on the Market

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Evolving Graphics in Games
    • 5.1.2 Growing Applications of AR, VR, and AI
  • 5.2 Market Restraints
    • 5.2.1 High Initial Investments

6 MARKET SEGMENTATION

  • 6.1 By Type
    • 6.1.1 Discrete GPU
    • 6.1.2 Integrated GPU
    • 6.1.3 Hybrid GPU
  • 6.2 By Applications
    • 6.2.1 Mobile Devices
    • 6.2.2 PCs and Workstations
    • 6.2.3 Servers/Data Centers
    • 6.2.4 Automotive/Self-driving Vehicles
    • 6.2.5 Gaming Consoles
    • 6.2.6 Other Applications
  • 6.3 By Geography***
    • 6.3.1 North America
    • 6.3.2 Europe
    • 6.3.3 Asia-Pacific
    • 6.3.4 Australia and New Zealand
    • 6.3.5 Latin America
    • 6.3.6 Middle East and Africa

7 COMPETITIVE LANDSCAPE

  • 7.1 Company Profiles*
    • 7.1.1 Intel Corporation
    • 7.1.2 Advanced Micro Devices Inc.
    • 7.1.3 Nvidia Corporation
    • 7.1.4 Imagination Technologies Group
    • 7.1.5 Samsung Electronics Co. Ltd
    • 7.1.6 Arm Limited (Soft Bank Group)
    • 7.1.7 EVGA Corporation
    • 7.1.8 SAPPHIRE Technology Limited
    • 7.1.9 Qualcomm Technologies Inc.

8 VENDOR MARKET SHARE

9 INVESTMENT ANALYSIS

10 FUTURE OF THE MARKET