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AI ASIC 市场展望：云端巨头布局及竞争优势
市场调查报告书
商品编码
1774037

AI ASIC 市场展望：云端巨头布局及竞争优势

AI ASIC Market Outlook: Cloud Giants' Deployment and Competitive Edge
出版日期: | 出版商: TrendForce | 英文 7 Pages | 商品交期: 最快1-2个工作天内

价格
简介目录

摘要

云端巨头加速 AI ASIC 自研，市场规模和专案数量均有所成长。在内部需求和地缘政治的驱动下，ASIC 占有率不断上升，预计主要云端服务供应商的下一代 ASIC 将在 2026 年快速扩张，这将成为成长的关键。

重点：

  • 云端巨头加速自主研发 AI ASIC，推动市场发展
  • 各大云端服务供应商推出下一代 ASIC
  • 内部 AI 需求和地缘政治因素提升了 ASIC 的重要性
  • 2026 年将成为 ASIC 出货量和成长的关键时期
  • 预计 ASIC 在 AI 伺服器市场的占有率将扩大

目录

第一章：随着 AI ASIC 开发的加速，预计市场发布量将逐年增加

第二章：继 AWS 在 2025 年率先采用 AI ASIC 之后，预计 Meta 将在 2026 年以 100 万颗 AI ASIC 出货量位居榜首

  • 各大云端服务供应商扩大与 IC 设计合作伙伴的合作，加速自主研发 AI ASIC ASIC加速发布

第三章：受云端服务对AI运算需求成长与地缘政治因素影响，预计使用ASIC的AI伺服器比例将超过30%

简介目录
Product Code: TRi-0074

Overview

Cloud giants accelerate self-developed AI ASICs, boosting market scale and projects. Driven by internal needs and geopolitics, ASIC share will rise, with next-gen ASICs from major cloud providers expected to ramp up in 2026, a key growth year.

Key Highlights:

  • Cloud giants accelerate self-developed AI ASIC development, driving market growth
  • Major cloud providers are launching next-gen ASICs
  • Internal AI demands and geopolitics boost ASIC importance
  • 2026 is key for significant ASIC shipments & growth
  • ASIC share in the AI server market is projected to expand

Table of Contents

1. Market Kickoffs Expected to Elevate Each Year alongside Accelerated Development of AI ASICs

2. Meta Expected to Take Over in 2026 at an AI ASIC Shipment of 1 Million after AWS' Leading Deployment in 2025

  • Major CSPs Expand Collaboration with IC Design Partners to Accelerate the Launch of In-House Designed AI ASICs

3. Proportion of AI Servers Utilizing ASICs Anticipated to Exceed 30% due to Increasing AI Computing Demands from Cloud Services and Geopolitical Factors