人工智慧 (AI) 晶片组市场规模、份额、成长分析（按晶片类型、按技术、按计算技术、按最终用途、按地区）- 2025 年至 2032 年行业预测

人工智慧 (AI) 晶片组市场规模预计将在 2023 年达到 306 亿美元，从 2024 年的 416.5 亿美元增长到 2032 年的 4902.8 亿美元，预测期内（2025-2032 年）的复合年增长率为 36.1%。

受数据流量快速增长和运算能力需求增加的推动，AI晶片组市场正在经历显着增长。自动驾驶汽车技术的普及和人工智慧资料中心并行运算的日益普及，正在推动人工智慧晶片组在各个领域的融合。特别是，这些晶片组对于自动驾驶汽车发展到 5 级能力至关重要。此外，人工智慧正在融入家用电子电器，进一步推动半导体产业的扩张。儘管面临技能短缺和缺乏标准化等挑战，亚马逊和谷歌等大公司仍在推动硅片计划并采用创新技术。目前的行业分析表明，超过 50% 的美国大型企业正在利用 AI 产品，这表明 AI 晶片组市场正处于良好的发展轨道上，并有望持续成长。

目录

介绍

• 调查目的
• 研究范围
• 定义

调查方法

• 资讯采购
• 二次资料和一次资料方法
• 市场规模预测
• 市场假设与限制

执行摘要

• 全球市场展望
• 供需趋势分析
• 细分机会分析

市场动态与展望

• 市场概览
• 市场规模
• 市场动态
  • 驱动因素和机会
  • 限制与挑战
• 波特的分析

关键市场考察

• 关键成功因素
• 竞争程度
• 主要投资机会
• 市场生态系统
• 市场吸引力指数（2024年）
• PESTEL分析
• 总体经济指标
• 价值链分析
• 定价分析
• 技术分析

人工智慧 (AI) 晶片组市场规模（按晶片类型和复合年增长率） (2025-2032)

• 市场概览
• CPU
• 图形处理器
• FPGA
• ASIC
• 其他的

人工智慧 (AI) 晶片组市场规模（依技术及复合年增长率）(2025-2032)

• 市场概览
• 机器学习
• 自然语言处理
• 情境感知计算
• 电脑视觉

人工智慧 (AI) 晶片组市场规模（按运算技术及复合年增长率） (2025-2032)

• 市场概览
• 云端运算
• 边缘人工智慧运算

人工智慧 (AI) 晶片组市场规模（按最终用途和复合年增长率） (2025-2032)

• 市场概览
• 卫生保健
• 製造业
• 车
• 零售与电子商务
• 行销
• 家电
• BFSI
• 其他的

人工智慧 (AI) 晶片组市场规模（按地区）及复合年增长率（2025-2032）

• 北美洲
  • 美国
  • 加拿大
• 欧洲
  • 德国
  • 西班牙
  • 法国
  • 英国
  • 义大利
  • 其他欧洲国家
• 亚太地区
  • 中国
  • 印度
  • 日本
  • 韩国
  • 其他亚太地区
• 拉丁美洲
  • 巴西
  • 其他拉丁美洲
• 中东和非洲
  • 海湾合作委员会国家
  • 南非
  • 其他中东和非洲地区

竞争资讯

• 前五大公司对比
• 主要企业市场定位（2024年）
• 主要市场参与者所采取的策略
• 近期市场趋势
• 公司市场占有率分析（2024年）
• 主要企业简介
  • 公司详情
  • 产品系列分析
  • 公司分部份额分析
  • 收益与前一年同期比较对比（2022-2024 年）

主要企业简介

• NVIDIA Corporation（USA）
• Advanced Micro Devices（AMD）（USA）
• Intel Corporation（USA）
• Qualcomm Technologies, Inc.（USA）
• Google（Alphabet Inc.）（USA）
• Amazon Web Services（AWS）（USA）
• Apple Inc.（USA）
• Samsung Electronics Co., Ltd.（South Korea）
• Huawei Technologies Co., Ltd.（China）
• IBM Corporation（USA）
• Micron Technology, Inc.（USA）
• Texas Instruments Incorporated（USA）
• Cerebras Systems（USA）
• Graphcore Limited（UK）
• Groq Inc.（USA）
• MediaTek Inc.（Taiwan）
• Xilinx（now part of AMD）（USA）
• SK Hynix Inc.（South Korea）
• Tenstorrent（Canada）
• SambaNova Systems（USA）

结论和建议

Artificial Intelligence (AI) Chipsets Market size was valued at USD 30.6 billion in 2023 and is poised to grow from USD 41.65 billion in 2024 to USD 490.28 billion by 2032, growing at a CAGR of 36.1% during the forecast period (2025-2032).

The AI chipset market is witnessing significant growth driven by escalating data traffic and the demand for enhanced computing power. The surge in autonomous vehicle technology and the increasing implementation of parallel computing in AI data centers are boosting the integration of AI chipsets across various sectors. Notably, these chipsets are key to advancing autonomous vehicles to Level 5 capability. Additionally, AI is becoming embedded in consumer electronics, fostering further expansion within the semiconductor industry. Despite challenges like skill shortages and a lack of standardization, major players like Amazon and Google are advancing silicon projects and adopting innovative technologies. Current industry analysis shows that over 50% of large U.S. companies leverage AI products, indicating a promising trajectory for the AI chipset market with a sustainable growth forecast.

Top-down and bottom-up approaches were used to estimate and validate the size of the Artificial Intelligence (AI) Chipsets market and to estimate the size of various other dependent submarkets. The research methodology used to estimate the market size includes the following details: The key players in the market were identified through secondary research, and their market shares in the respective regions were determined through primary and secondary research. This entire procedure includes the study of the annual and financial reports of the top market players and extensive interviews for key insights from industry leaders such as CEOs, VPs, directors, and marketing executives. All percentage shares split, and breakdowns were determined using secondary sources and verified through Primary sources. All possible parameters that affect the markets covered in this research study have been accounted for, viewed in extensive detail, verified through primary research, and analyzed to get the final quantitative and qualitative data.

Artificial Intelligence (AI) Chipsets Market Segments Analysis

Global Artificial Intelligence (AI) Chipsets Market is segmented by Chip Type, Technology, Computing Technology, End Use and region. Based on Chip Type, the market is segmented into CPU, GPU, FPGA, ASIC and Others. Based on Technology, the market is segmented into Machine Learning, Natural Language Processing, Context-Aware Computing and Computer Vision. Based on Computing Technology, the market is segmented into Cloud AI Computing and Edge AI Computing. Based on End Use, the market is segmented into Healthcare, Manufacturing, Automotive, Retail & E-Commerce, Marketing, Consumer Electronics, BFSI and Others. Based on region, the market is segmented into North America, Europe, Asia Pacific, Latin America and Middle East & Africa.

Driver of the Artificial Intelligence (AI) Chipsets Market

The increasing demand for self-driving vehicles is significantly propelling the growth of the Artificial Intelligence (AI) chipsets market. These chipsets are essential for the functioning of autonomous vehicles, as they provide vital processing power, machine learning capabilities, and real-time decision-making, ensuring a safe and efficient self-driving experience. A noteworthy example is Tesla, which, in August 2023, deployed an extensive supercomputing array consisting of approximately 10,000 Nvidia H100 AI processors to accelerate its progress in fully autonomous driving technology. This investment highlights the crucial role that AI chipsets play in advancing the capabilities and safety of self-driving vehicles, thereby driving market expansion.

Restraints in the Artificial Intelligence (AI) Chipsets Market

The Artificial Intelligence (AI) Chipsets market faces significant challenges due to the complexities involved in developing and implementing AI systems. Companies must possess specialized expertise and a highly skilled workforce to effectively create, manage, and utilize these advanced technologies, which encompass areas such as machine learning, cognitive computing, deep learning, machine intelligence, and image recognition. Furthermore, integrating AI solutions into pre-existing systems presents its own difficulties, often requiring substantial in-house research and costly patent filings. Even seemingly minor errors can lead to systemic failures or incorrect problem resolutions, ultimately undermining the expected results and posing a considerable restraint on market growth.

Market Trends of the Artificial Intelligence (AI) Chipsets Market

The artificial intelligence (AI) chipsets market is witnessing a significant trend towards edge AI computing, characterized by the localization of data processing on devices like smartphones, IoT gadgets, and autonomous vehicles. This paradigm shift aims to enhance operational efficiency by reducing latency, bolstering data privacy, and minimizing bandwidth usage. As businesses and industries increasingly prioritize real-time data analysis and instantaneous decision-making, edge AI chipsets are gaining traction across diverse applications, including smart city initiatives, healthcare innovations, and industrial automation. This trend not only reflects the growing demand for smart, responsive technologies but also highlights the pivotal role of AI chipsets in shaping the future of computing.

Table of Contents

Introduction

• Objectives of the Study
• Scope of the Report
• Definitions

Research Methodology

• Information Procurement
• Secondary & Primary Data Methods
• Market Size Estimation
• Market Assumptions & Limitations

Executive Summary

• Global Market Outlook
• Supply & Demand Trend Analysis
• Segmental Opportunity Analysis

Market Dynamics & Outlook

• Market Overview
• Market Size
• Market Dynamics
  • Drivers & Opportunities
  • Restraints & Challenges
• Porters Analysis
  • Competitive rivalry
  • Threat of substitute
  • Bargaining power of buyers
  • Threat of new entrants
  • Bargaining power of suppliers

Key Market Insights

• Key Success Factors
• Degree of Competition
• Top Investment Pockets
• Market Ecosystem
• Market Attractiveness Index, 2024
• PESTEL Analysis
• Macro-Economic Indicators
• Value Chain Analysis
• Pricing Analysis
• Technology Analysis

Global Artificial Intelligence (AI) Chipsets Market Size by Chip Type & CAGR (2025-2032)

• Market Overview
• CPU
• GPU
• FPGA
• ASIC
• Others

Global Artificial Intelligence (AI) Chipsets Market Size by Technology & CAGR (2025-2032)

• Market Overview
• Machine Learning
• Natural Language Processing
• Context-Aware Computing
• Computer Vision

Global Artificial Intelligence (AI) Chipsets Market Size by Computing Technology & CAGR (2025-2032)

• Market Overview
• Cloud AI Computing
• Edge AI Computing

Global Artificial Intelligence (AI) Chipsets Market Size by End Use & CAGR (2025-2032)

• Market Overview
• Healthcare
• Manufacturing
• Automotive
• Retail & E-Commerce
• Marketing
• Consumer Electronics
• BFSI
• Others

Global Artificial Intelligence (AI) Chipsets Market Size & CAGR (2025-2032)

• North America (Chip Type, Technology, Computing Technology, End Use)
  • US
  • Canada
• Europe (Chip Type, Technology, Computing Technology, End Use)
  • Germany
  • Spain
  • France
  • UK
  • Italy
  • Rest of Europe
• Asia Pacific (Chip Type, Technology, Computing Technology, End Use)
  • China
  • India
  • Japan
  • South Korea
  • Rest of Asia-Pacific
• Latin America (Chip Type, Technology, Computing Technology, End Use)
  • Brazil
  • Rest of Latin America
• Middle East & Africa (Chip Type, Technology, Computing Technology, End Use)
  • GCC Countries
  • South Africa
  • Rest of Middle East & Africa

Competitive Intelligence

• Top 5 Player Comparison
• Market Positioning of Key Players, 2024
• Strategies Adopted by Key Market Players
• Recent Developments in the Market
• Company Market Share Analysis, 2024
• Company Profiles of All Key Players
  • Company Details
  • Product Portfolio Analysis
  • Company's Segmental Share Analysis
  • Revenue Y-O-Y Comparison (2022-2024)

Key Company Profiles

• NVIDIA Corporation (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Advanced Micro Devices (AMD) (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Intel Corporation (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Qualcomm Technologies, Inc. (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Google (Alphabet Inc.) (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Amazon Web Services (AWS) (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Apple Inc. (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Samsung Electronics Co., Ltd. (South Korea)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Huawei Technologies Co., Ltd. (China)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• IBM Corporation (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Micron Technology, Inc. (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Texas Instruments Incorporated (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Cerebras Systems (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Graphcore Limited (UK)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Groq Inc. (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• MediaTek Inc. (Taiwan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Xilinx (now part of AMD) (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• SK Hynix Inc. (South Korea)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Tenstorrent (Canada)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• SambaNova Systems (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments

Conclusion & Recommendations