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市场调查报告书
商品编码
1776735
2032 年人工智慧晶片市场预测:按晶片类型、处理类型、功能、技术节点、记忆体类型、应用、最终用户和地区进行全球分析AI Chips Market Forecasts to 2032 - Global Analysis by Chip Type (Central Processing Unit, Graphics Processing Unit and Other Chip Types), Processing Type, Functionality, Technology Node, Memory Type, Application, End User and By Geography |
根据 Stratistics MRC 的数据,全球 AI 晶片市场规模预计在 2025 年达到 1,703 亿美元,到 2032 年将达到 7,215 亿美元,预测期内的复合年增长率为 22.9%。
AI晶片是专门设计用于处理机器学习和深度学习等人工智慧任务的处理器。这些晶片透过并行处理大量资料来加速复杂的运算。随着对更快、更有效率的AI模型的需求不断增长,这些晶片正成为医疗保健、金融、机器人和智慧型装置等各行各业的必需品。
用于支援 AI 工作负载的 GPU 运算需求正在激增,据 Nvidia 称,2024 财年第二季资料中心营收达到 226 亿美元,年增 171%。
各行各业人工智慧应用爆炸性成长
人工智慧在医疗保健、汽车、金融和製造等领域的快速整合是推动人工智慧晶片市场的主要动力。随着越来越多的企业利用人工智慧实现自动化、分析和决策,对能够处理复杂运算的专用晶片的需求激增。这种广泛的应用并不限于大型企业,中小企业也积极拥抱人工智慧主导的解决方案。此外,资料中心和云端基础服务的兴起也推动了对高效能人工智慧晶片的需求,进一步推动了市场扩张。
研发和製造成本高
开发和製造先进的人工智慧晶片是一个昂贵而复杂的过程,需要在研发、专业人才和先进的製造设施方面投入大量资金。晶片设计的复杂性,加上需要不断创新才能跟上不断发展的人工智慧演算法,造成了较高的进入门槛。此外,供应链中断和关键原材料的短缺可能会进一步推高成本。总而言之,这些因素可能会抑制市场成长,并减缓产业技术进步的步伐,尤其对于新参与企业和规模较小的公司而言。
人工智慧演算法和模型的进步
人工智慧演算法和模型的持续突破带来了巨大的机会。随着模型变得越来越复杂且资源密集,对能够高效处理这些工作负载的硬体的需求也日益增长。此外,边缘运算的进步以及机器人、物联网和自主系统中新型人工智慧应用的涌现,正在推动创新晶片结构的需求。随着行业寻求兼顾性能和能源效率的硬件,能够充分利用这些进步的公司将受益于硬体的普及。
道德问题和监管监督
由于伦理考量和法律规范,人工智慧晶片面临许多挑战。资料隐私、演算法偏差以及人工智慧技术滥用的可能性等问题,正促使政府和监管机构推出更严格的准则。这些监管措施可能会增加合规成本,并延迟产品发布。此外,加强公众监督可能会影响消费者信任,并减缓人工智慧解决方案的采用。
新冠疫情最初扰乱了全球供应链和製造业务,导致人工智慧晶片的生产和部署延迟。然而,随着企业转向远距办公并增加对人工智慧驱动技术的依赖,这场危机也加速了数位转型。这导致医疗保健、物流和电子商务等行业对人工智慧晶片的需求激增。儘管初期遭遇挫折,但市场迅速适应,增加了对人工智慧基础设施的投资,并为疫情后产业的强劲成长奠定了基础。
图形处理单元 (GPU) 部分预计将成为预测期内最大的部分
预计图形处理器 (GPU) 领域将在预测期内占据最大的市场占有率。 GPU 凭藉其平行处理能力,被视为处理资料中心、云端环境和高效能运算应用中复杂 AI 工作负载的理想选择。由于持续的技术创新以及深度学习、自然语言处理和电脑视觉等 AI 应用行业的强劲需求,NVIDIA、AMD 和英特尔等领导者已在该领域确立了强势地位。随着生成式 AI 和大型语言模型的普及,预计这种主导地位将持续下去。
预计边缘运算领域在预测期内的复合年增长率最高
预计边缘运算领域将在预测期内实现最高成长率。自动驾驶汽车、智慧型设备和工业自动化领域对即时数据处理和低延迟人工智慧应用的需求日益增长,这推动了边缘人工智慧晶片的需求。这些晶片支援本地处理,减少对云端基础设施的依赖,并提高速度、隐私和能源效率。随着物联网的普及以及更多设备对设备端智慧的需求,边缘运算领域可能会大幅加速发展。
预计北美将在预测期内占据最大的市场占有率。这种优势得益于领先的科技公司、强大的创新生态系统以及对人工智慧研发的大量投资。该地区正见证着人工智慧技术在医疗保健、汽车等多个领域的早期应用,这进一步推动了需求。此外,政府的支持措施和创业投资资金筹措为人工智慧晶片的创新和商业化创造了良好的环境,从而巩固了北美的领先地位。
预计亚太地区在预测期内的复合年增长率最高。快速数位化、工业自动化的扩张以及人工智慧基础设施投资的不断增加是该地区发展的关键驱动力。在强有力的政府政策和日益壮大的科技新兴企业生态系统的支持下,中国、日本和韩国等国家在人工智慧晶片的製造和部署方面处于领先地位。智慧型设备和物联网应用的激增,加上对经济实惠的人工智慧解决方案日益增长的需求,使亚太地区成为成长最快的地区。
According to Stratistics MRC, the Global AI Chips Market is accounted for $170.3 billion in 2025 and is expected to reach $721.5 billion by 2032 growing at a CAGR of 22.9% during the forecast period. AI chips are specialized processors designed to handle artificial intelligence tasks like machine learning and deep learning. These chips accelerate complex computations by processing large volumes of data in parallel. With growing demand for faster, more efficient AI models, these chips are becoming essential across industries, from healthcare and finance to robotics and smart devices.
According to NVIDIA, the demand for GPU computing to support AI workloads has surged, with data center revenue reaching $22.6 billion in Q2 FY2024, a 171% increase year-over-year.
Explosive growth of Ai adoption across industries
The rapid integration of artificial intelligence across sectors such as healthcare, automotive, finance, and manufacturing is a primary driver for the AI chips market. As organizations increasingly leverage AI for automation, analytics, and decision-making, the demand for specialized chips capable of handling complex computations has surged. This widespread adoption is not limited to large enterprises; small and medium-sized businesses are also embracing AI-driven solutions. Furthermore, the proliferation of data centers and cloud-based services has intensified the need for high-performance AI chips, fueling market expansion.
High research & development and manufacturing costs
Developing and manufacturing advanced AI chips is an expensive and intricate process, requiring significant investments in R&D, specialized talent, and state-of-the-art fabrication facilities. The complexity of chip design, coupled with the need for constant innovation to keep pace with evolving AI algorithms, creates high entry barriers. Additionally, supply chain disruptions and the scarcity of critical raw materials can further escalate costs. These factors collectively constrain market growth, particularly for new entrants and smaller firms, and may slow the pace of technological advancement in the industry.
Advancements in Ai algorithms and models
Ongoing breakthroughs in AI algorithms and models present substantial opportunities. As models become more sophisticated and resource-intensive, there is a growing need for hardware that can efficiently process these workloads. Moreover, the evolution of edge computing and the emergence of new AI applications in robotics, IoT, and autonomous systems are driving demand for innovative chip architectures. Companies that successfully harness these advancements stand to benefit from increased adoption, as industries seek hardware optimized for both performance and energy efficiency.
Ethical concerns and regulatory scrutiny
AI chips face mounting challenges from ethical considerations and regulatory oversight. Issues such as data privacy, algorithmic bias, and the potential misuse of AI technologies have prompted governments and regulatory bodies to introduce stricter guidelines. These evolving regulations can increase compliance costs and delay product launches. Additionally, heightened public scrutiny may impact consumer trust and slow the adoption of AI-powered solutions.
The Covid-19 pandemic initially disrupted global supply chains and manufacturing operations, causing delays in AI chip production and deployment. However, the crisis also accelerated digital transformation as organizations shifted to remote work and increased reliance on AI-driven technologies. This led to a surge in demand for AI chips in sectors such as healthcare, logistics, and e-commerce. Despite early setbacks, the market quickly adapted, and investments in AI infrastructure rose, positioning the industry for robust post-pandemic growth.
The graphics processing unit (GPU) segment is expected to be the largest during the forecast period
The graphics processing unit (GPU) segment is expected to account for the largest market share during the forecast period. GPUs are favored for their parallel processing capabilities, making them ideal for handling complex AI workloads in data centers, cloud environments, and high-performance computing applications. Major players such as NVIDIA, AMD, and Intel have established strong positions in this segment, driven by continuous innovation and robust demand from industries leveraging AI for deep learning, natural language processing, and computer vision. This dominance is set to persist as generative AI and large language models become more prevalent.
The edge segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the edge segment is predicted to witness the highest growth rate. The increasing need for real-time data processing and low-latency AI applications in autonomous vehicles, smart devices, and industrial automation is propelling demand for edge AI chips. These chips enable local processing, reducing reliance on cloud infrastructure and improving speed, privacy, and energy efficiency. As IoT adoption expands and more devices require on-device intelligence, the edge segment will experience significant acceleration.
During the forecast period, the North America region is expected to hold the largest market share. This dominance is attributed to the presence of leading technology companies, robust innovation ecosystems, and substantial investments in AI research and development. The region's early adoption of AI technologies across diverse sectors ranging from healthcare to automotive further bolsters demand. Additionally, supportive government initiatives and venture capital funding have fostered a favorable environment for AI chip innovation and commercialization, solidifying North America's leadership.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR. Rapid digitalization, expanding industrial automation, and increasing investments in AI infrastructure are key drivers in this region. Countries like China, Japan, and South Korea are at the forefront of AI chip manufacturing and deployment, supported by strong government policies and a growing ecosystem of tech startups. The proliferation of smart devices and IoT applications, coupled with rising demand for affordable AI solutions, positions Asia Pacific as the fastest-growing region.
Key players in the market
Some of the key players in AI Chips Market include NVIDIA Corporation, Intel Corporation, Advanced Micro Devices, Inc. (AMD), Qualcomm Technologies, Inc., Alphabet Inc. (Google LLC), IBM Corporation, Samsung Electronics Co., Ltd., Huawei Technologies Co., Ltd., Baidu, Inc., Apple Inc., Microsoft Corporation, Amazon Web Services, Inc., Broadcom Inc., MediaTek Inc., Graphcore Limited, Rebellions Inc., SK Hynix Inc. and Sapeon Inc.
In June 2025, AMD launched the AMD Instinct(TM) MI350 Series, delivering up to 4 x generation-on-generations AI compute improvement and up to 35x leap in inferencing performance. AMD also showcased its new developer cloud to empowering AI developers with seamless access to AMD Instinct GPUs and ROCm for their AI innovation. The company also previewed its next-gen "Helios" AI rack infrastructure, integrating MI400 GPUs, EPYC "Venice" CPUs, and Pensando "Vulcano" NICs for unprecedented AI compute density and scalability
In May 2025, NVIDIA announced that Taiwan's leading system manufacturers are set to build NVIDIA DGX Spark and DGX Station(TM) systems. Growing partnerships with Acer, GIGABYTE and MSI will extend the availability of DGX Spark and DGX Station personal AI supercomputers - empowering a global ecosystem of developers, data scientists and researchers with unprecedented performance and efficiency. Enterprises, software providers, government agencies, startups and research institutions need robust systems that can deliver the performance and capabilities of an AI server in a desktop form factor without compromising data size, proprietary model privacy or the speed of scalability.
In May 2025, At Embedded World Germany, Qualcomm Technologies, Inc. announced the entry into an agreement to acquire EdgeImpulse Inc., which will enhance its offering for developers and expand its leadership in AI capabilities to power AI-enabled products and services across IoT. The closing of this deal is subject to customary closing conditions. This acquisition is anticipated to complement Qualcomm Technologies' strategic approach to IoT transformation, which includes a comprehensive chipset roadmap, unified software architecture, a suite of services, developer resources, ecosystem partners, comprehensive solutions, and IoT blueprints to address diverse industry needs and challenges.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.