Name: Al Chip Market By Offerings (GPU, CPU, FPGA, NPU, TPU, Trainium, Inferentia, T-head, Athena ASIC, MTIA, LPU, Memory {DRAM (HBM, DDR)}, Network {NIC/Network Adapters, Interconnects}), Function (Training, Inference), & Region - Global Forecast to 2032
Brand: MarketsandMarkets
SKU: SE5997
Price: 4950 USD
Availability: InStock

報告摘要

The AI chip market is projected to grow from USD 203.24 billion in 2025 to USD 564.87 billion by 2032; it is expected to grow at a compound annual growth rate (CAGR) of 15.7% from 2025 to 2032. “The neural processing unit (NPU) segment is projected to record a high growth rate during the forecast period.” The neural processing unit (NPU) segment is expected to record a high growth rate in the AI chip market from 2024 to 2029. The market growth is attributed to the increasing adoption of high-end smartphones, AI PCs, and laptops, which require dedicated AI capabilities at the edge. The NPUs help accelerate neural network processing to perform AI-driven tasks, including advanced AI image processing and natural language processing. Market players are extensively focusing on developing high-end NPU solutions to stay competitive in the market. For instance, in September 2023, Apple Inc. (US) launched the iPhone 15 Pro series, featuring the A17 Pro chip. The new AI processor is equipped with a dedicated 16-core Neural Engine, capable of performing 35 trillion operations per second (TOPS). Such significant product developments and launches are expected to amplify the adoption of NPUs in the market over the forecast period. “The machine learning segment is expected to account for significant market share throughout the forecast period.” The machine learning segment of the AI chip market is expected to capture a significant market share. AI chips are crucial in processing large datasets to enable predictive analytics, supporting real-time decision-making, as they are optimized for machine learning tasks such as training and inference. For this category of AI chips, the foremost drivers of adoption were flexibility and scalability of machine learning models within autonomous systems and personalized recommendations. This AI chip is widely used in many sectors, including cloud services, healthcare, finance, automotive, and retail. Companies are developing powerful AI chips to support machine learning capabilities, which enable business insights, improve customer experience, and enhance overall efficiency. For instance, Google (US) announced Trillium in May 2024 as its sixth-generation TPU. It focuses on its cloud platform, featuring an onboard accelerator for accelerating machine learning workloads. Enterprises that have adopted TPUs widely bring machine learning power to predictive analytics, personalization, and operational efficiency. This represents increasing dependence on AI chips in this domain. As businesses seek to harness the power of data for insights, efficiencies, and enhanced customer experiences, demand is surging for machine learning capabilities. “The US is expected to hold the largest share of the North American market during the forecast period.” The US is expected to hold the largest share of the AI chip market in North America. The presence of prominent technology firms and data center operators is driving the AI chip market across North America. The region hosts companies such as NVIDIA Corporation (US), Intel Corporation (US), Advanced Micro Devices, Inc. (AMD) (US), Google (US); and cloud service providers include Amazon Web Services, Inc. (AWS) (US), Microsoft Azure (US), and Google Cloud (US). For instance, in April 2024, Google (US) announced a USD 3 billion investment to expand its data centers across the US. These data centers are further supported by AI infrastructure, enabling them to provide real-time services worldwide. The region also hosts several startups established in the area to provide AI chips for data centers, including SAPEON Inc. (US), Tenstorrent (Canada), Taalas (Canada), Kneron, Inc. (US), and SambaNova Systems, Inc. (US). North America has a well-established technological infrastructure that supports advanced AI research and development. There are many modern data centers in this region, equipped with state-of-the-art AI hardware. They may include GPUs, TPUs, and specialized AI chips. The presence of large-scale data centers and leading AI chip developers in the region is driving the growth of the AI chip market. Extensive primary interviews were conducted with key industry experts in the AI chip market to determine and verify the market size for various segments and subsegments, which were gathered through secondary research. The breakdown of primary participants for the report is shown below. The study draws insights from a range of industry experts, including component suppliers, Tier 1 companies, and OEMs. The break-up of the primaries is as follows: • By Company Type — Tier 1 – 45%, Tier 2 – 32%, and Tier 3 – 23% • By Designation — C-level Executives – 30%, Directors – 45%, and Others – 25% • By Region — Asia Pacific – 26%, Europe – 40%, North America – 22%, and RoW – 12% Note: Other designations include technology heads, media analysts, sales managers, marketing managers, and product managers. The three tiers of companies are based on their total revenues as of 2024: Tier 1: >USD 1 billion, Tier 2: USD 500 million to 1 billion, and Tier 3: <USD 500 million. Prominent players profiled in this report include NVIDIA Corporation (US), Intel Corporation (US), Advanced Micro Devices, Inc. (US), Micron Technology, Inc. (US), Google (US), Samsung (South Korea), SK HYNIX INC. (South Korea), Qualcomm Technologies, Inc. (US), Huawei Technologies Co., Ltd. (China), Apple Inc. (US), Imagination Technologies (UK), Graphcore (UK), Cerebras (US). Apart from this, Mythic (US), Kalray (France), Blaize (US), Groq, Inc. (US), HAILO TECHNOLOGIES LTD (Israel), GreenWaves Technologies (France), SiMa Technologies, Inc. (US), Kneron, Inc. (US), Rain Neuromorphics Inc. (US), Tenstorrent (Canada), SambaNova Systems, Inc. (US), Taalas (Canada), SAPEON Inc. (US), Rebellions Inc. (South Korea), Rivos Inc. (US), and Shanghai BiRen Technology Co., Ltd. (China) are among a few emerging companies in the AI chip market. Report Coverage The report defines, describes, and forecasts the AI chip market based on type, technology, frequency, application, and region. It provides detailed information regarding drivers, restraints, opportunities, and challenges influencing the growth of the AI chip market. It also analyzes competitive developments, including acquisitions, product launches, expansions, and strategic actions taken by key players to expand in the market. Reasons to Buy This Report The report will help market leaders/new entrants in the market with information on the closest approximations of revenue for the overall AI chip market and its subsegments. The report will help stakeholders understand the competitive landscape and gain more insight to position their business better and plan suitable go-to-market strategies. The report also helps stakeholders understand the pulse of the market, providing them with information on key drivers, restraints, opportunities, and challenges. The report will provide insights into the following pointers: Analysis of key drivers (Surging use of GPUs and ASICs in AI servers), restraints (Computational workloads and high power consumption by AI chips), opportunities (Increasing investments in AI-enabled data centers by cloud service providers), and challenges (Supply chain disruptions) in the AI chip market. • Product development/Innovation: Detailed insights on upcoming technologies, research & development activities, and product launches/enhancements in the AI chip market. • Market Development: Comprehensive information about lucrative markets; the report analyzes the AI chip market across various regions. • Market Diversification: Exhaustive information about new products launched, untapped geographies, recent developments, and investments in the AI chip market. • Competitive Assessment: In-depth assessment of market share, growth strategies, and offering of leading players such as NVIDIA Corporation (US), Intel Corporation (US), Advanced Micro Devices, Inc. (US), Micron Technology, Inc. (US), Google (US), Samsung (South Korea), SK HYNIX INC. (South Korea), Qualcomm Technologies, Inc. (US), Huawei Technologies Co., Ltd. (China), among others in the AI chip market.

目錄 Table of Contents

1 INTRODUCTION 30 1.1 STUDY OBJECTIVES 30 1.2 MARKET DEFINITION 30 1.3 STUDY SCOPE 31 1.3.1 MARKETS COVERED 31 1.3.2 INCLUSIONS AND EXCLUSIONS 32 1.3.3 YEARS CONSIDERED 32 1.4 CURRENCY CONSIDERED 33 1.5 LIMITATIONS 33 1.6 STAKEHOLDERS 33 1.7 SUMMARY OF CHANGES 34 2 EXECUTIVE SUMMARY 36 2.1 MARKET HIGHLIGHTS AND KEY INSIGHTS 36 2.2 KEY MARKET PARTICIPANTS: MAPPING OF STRATEGIC DEVELOPMENTS 37 2.3 DISRUPTIONS SHAPING AI CHIP MARKET 38 2.4 HIGH-GROWTH SEGMENTS 38 2.5 REGIONAL SNAPSHOT: MARKET SIZE, GROWTH RATE, AND FORECAST 39 3 PREMIUM INSIGHTS 40 3.1 ATTRACTIVE OPPORTUNITIES FOR PLAYERS IN AI CHIP MARKET 40 3.2 AI CHIP MARKET, BY COMPUTE 40 3.3 AI CHIP MARKET, BY FUNCTION 41 3.4 AI CHIP MARKET, BY END USER 41 3.5 ASIA PACIFIC: AI CHIP MARKET, BY FUNCTION AND COUNTRY 42 3.6 AI CHIP MARKET, BY COUNTRY 42 4 MARKET OVERVIEW 43 4.1 INTRODUCTION 43 4.2 MARKET DYNAMICS 43 4.2.1 DRIVERS 44 4.2.1.1 Pressing need for large-scale data handling and real-time analytics 44 4.2.1.2 Rising adoption of autonomous vehicles 45 4.2.1.3 Surging use of GPUs and ASICs in AI servers 45 4.2.1.4 Continuous advancements in machine learning and deep learning technologies 46 4.2.1.5 Increasing penetration of AI servers 46 4.2.2 RESTRAINTS 47 4.2.2.1 Shortage of skilled workforce with technical know-how 47 4.2.2.2 Computational workloads and power consumption in AI chips 48 4.2.2.3 Unreliability of AI algorithms 49 4.2.3 OPPORTUNITIES 50 4.2.3.1 Elevating demand for AI-based FPGA chips 50 4.2.3.2 Government initiatives to deploy AI-enabled defense systems 51 4.2.3.3 Growing trend of AI-driven diagnostics and treatments 51 4.2.3.4 Increasing investments in AI-enabled data centers by cloud service providers 52 4.2.3.5 Rising popularity of AI-based ASIC technology 52 4.2.4 CHALLENGES 53 4.2.4.1 Data privacy concerns associated with AI platforms 53 4.2.4.2 Availability of limited structured data to develop efficient AI systems 54 4.2.4.3 Supply chain disruptions 54 4.3 UNMET NEEDS AND WHITE SPACES 55 4.3.1 UNMET NEEDS IN AI CHIPS MARKET 55 4.4 INTERCONNECTED MARKETS AND CROSS-SECTOR OPPORTUNITIES 56 4.4.1 INTERCONNECTED MARKETS 56 4.4.2 CROSS-SECTOR OPPORTUNITIES 58 4.5 STRATEGIC MOVES BY TIER-1/2/3 PLAYERS 59 4.5.1 STRATEGIC MOVES BY TIER-1/2/3 PLAYERS 59 5 INDUSTRY TRENDS 60 5.1 INTRODUCTION 60 5.2 PORTER’S FIVE FORCES ANALYSIS 60 5.2.1 THREAT OF NEW ENTRANTS 61 5.2.2 THREAT OF SUBSTITUTES 61 5.2.3 BARGAINING POWER OF SUPPLIERS 62 5.2.4 BARGAINING POWER OF BUYERS 62 5.2.5 INTENSITY OF COMPETITIVE RIVALRY 62 5.3 MACROECONOMICS INDICATORS 63 5.3.1 INTRODUCTION 63 5.3.2 GDP TRENDS AND FORECAST 63 5.3.3 TRENDS IN AI CHIP MARKET 64 5.4 VALUE CHAIN ANALYSIS 65 5.5 ECOSYSTEM ANALYSIS 67 5.6 PRICING ANALYSIS 70 5.6.1 AVERAGE SELLING PRICE OF COMPUTE, BY KEY PLAYERS 70 5.6.2 AVERAGE SELLING PRICE TREND, BY REGION 71 5.7 TRADE ANALYSIS 73 5.7.1 IMPORT DATA (HS CODE 854231) 73 5.7.2 EXPORT SCENARIO (HS CODE 854231) 74 5.8 KEY CONFERENCES AND EVENTS, 2026 75 5.9 TRENDS/DISRUPTIONS IMPACTING CUSTOMER BUSINESS 76 5.10 INVESTMENT AND FUNDING SCENARIO 76 5.11 CASE STUDY ANALYSIS 77 5.11.1 CDW INTEGRATED AMD EPYC SOLUTIONS TO ENSURE ENERGY EFFICIENCY AND OPTIMUM SPACE UTILIZATION 77 5.11.2 OVH SAS LEVERAGED AMD EPYC PROCESSOR TO OPTIMIZE PERFORMANCE OF CLOUD SOLUTIONS IN AI WORKLOADS 77 5.11.3 INTEL XEON SCALABLE PROCESSORS POWER TENCENT CLOUD’S XIAOWEI INTELLIGENT SPEECH AND VIDEO SERVICE ACCESS PLATFORM 78 5.11.4 AIC HELPS WESTERN DIGITAL TO ENHANCE SSD TESTING AND VALIDATION EFFICIENCY USING AMD PROCESSOR 78 5.12 IMPACT OF 2025 US TARIFFS - AI CHIP MARKET 79 5.12.1 KEY TARIFF RATES 80 5.12.2 PRICE IMPACT ANALYSIS 81 5.12.3 IMPACT ON REGIONS/COUNTRIES 81 5.12.3.1 US 81 5.12.3.2 Europe 82 5.12.3.3 Asia Pacific 83 5.12.4 IMPACT ON END USERS 84 5.12.4.1 Consumers 84 5.12.4.2 Data centers 84 5.12.4.3 Other organizations 84 5.13 SERVER COST STRUCTURE/BILL OF MATERIALS 85 5.13.1 CPU SERVER 85 5.13.2 GPU SERVER 87 5.14 PENETRATION AND GROWTH OF AI SERVERS 90 5.15 UPCOMING DEPLOYMENT OF DATA CENTERS BY CLOUD SERVICE PROVIDERS (CSPS) 90 5.16 CAPEX OF CLOUD SERVICE PROVIDERS 91 5.17 SERVER PROCUREMENT BY CLOUD SERVICE PROVIDERS 92 5.18 PROCESSOR BENCHMARKING 93 5.18.1 GPU BENCHMARKING 93 5.18.2 CPU BENCHMARKING 93 6 TECHNOLOGICAL ADVANCEMENTS, AI-DRIVEN IMPACT, PATENTS, INNOVATIONS, AND FUTURE APPLICATIONS 94 6.1 TECHNOLOGY ANALYSIS 94 6.1.1 KEY TECHNOLOGIES 94 6.1.1.1 High-bandwidth memory (HBM) 94 6.1.1.2 GenAI workload 95 6.1.2 COMPLEMENTARY TECHNOLOGIES 95 6.1.2.1 Data center power management and cooling system 95 6.1.2.2 High-speed interconnects 95 6.1.3 ADJACENT TECHNOLOGIES 96 6.1.3.1 AI development frameworks 96 6.1.3.2 Quantum AI 96 6.2 TECHNOLOGY ROADMAP 96 6.3 PATENT ANALYSIS 98 6.4 FUTURE APPLICATIONS 104 7 REGULATORY LANDSCAPE 106 7.1 INTRODUCTION 106 7.2 REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS 106 7.3 STANDARDS 110 8 CUSTOMER LANDSCAPE AND BUYER BEHAVIOR 113 8.1 DECISION-MAKING PROCESS 113 8.2 KEY STAKEHOLDERS INVOLVED IN BUYING PROCESS AND THEIR EVALUATION CRITERIA 114 8.2.1 KEY STAKEHOLDERS IN BUYING PROCESS 114 8.2.2 BUYING CRITERIA 115 8.3 ADOPTION BARRIERS AND INTERNAL CHALLENGES 116 8.4 UNMET NEEDS FROM VARIOUS VERTICALS 117 9 AI CHIP MARKET, BY COMPUTE 118 9.1 INTRODUCTION 119 9.2 GPU 122 9.2.1 ABILITY TO HANDLE AI WORKLOADS AND PROCESS VAST DATA VOLUMES TO BOOST ADOPTION 122 9.3 CPU 123 9.3.1 RISING DEMAND FOR VERSATILE AND GENERAL-PURPOSE AI PROCESSING TO AUGMENT MARKET GROWTH 123 9.4 FPGA 124 9.4.1 GROWING NEED FOR FLEXIBILITY AND CUSTOMIZATION FOR AI WORKLOADS TO SPUR DEMAND 124 9.5 NPU 125 9.5.1 RISING DEMAND FOR HIGH-END SMARTPHONES TO DRIVE SEGMENTAL GROWTH 125 9.6 TPU 126 9.6.1 PRESSING NEED FOR FASTER PROCESSING IN AI RESEARCH AND APPLICATION DEVELOPMENT TO BOOST DEMAND 126 9.7 DOJO & FSD 127 9.7.1 ACCELERATING DEMAND FOR HIGH-PERFORMANCE, ENERGY-EFFICIENT AI PROCESSING IN AUTONOMOUS VEHICLES TO FUEL ADOPTION 127 9.8 TRAINIUM & INFERENTIA 128 9.8.1 ABILITY TO TRAIN COMPLEX AI AND DEEP LEARNING MODELS TO DRIVE ADOPTION 128 9.9 ATHENA ASIC 129 9.9.1 INCREASING NEED TO HANDLE COMPLEX NLP AND LANGUAGE-BASED AI TASKS TO ACCELERATE MARKET GROWTH 129 9.10 T-HEAD 129 9.10.1 RISING DEMAND FOR CUSTOMIZED, HIGH-PERFORMANCE AI CHIPS ACROSS CHINESE DATA CENTERS TO STIMULATE MARKET GROWTH 129 9.11 MTIA 130 9.11.1 META'S EXPANSION INTO AR, VR, AND METAVERSE TO FUEL DEMAND 130 9.12 LPU 130 9.12.1 INCREASING NEED TO HANDLE COMPLEX NLP AND LANGUAGE-BASED AI TASKS TO ACCELERATE MARKET GROWTH 130 9.13 ASCEND 131 9.13.1 RISING DEMAND FOR UNIFIED AI ARCHITECTURES AND DOMESTIC CHIP ECOSYSTEMS TO DRIVE MARKET EXPANSION 131 9.14 OTHER ASICS 131 10 AI CHIP MARKET, BY MEMORY 132 10.1 INTRODUCTION 133 10.2 DDR 135 10.2.1 RISING ADOPTION OF AI-ENABLED CPUS IN DATA CENTERS TO SUPPORT MARKET GROWTH 135 10.3 HBM 136 10.3.1 ELEVATING NEED FOR HIGH THROUGHPUT IN DATA-INTENSIVE AI TASKS TO FUEL MARKET GROWTH 136 11 AI CHIP MARKET, BY NETWORK 137 11.1 INTRODUCTION 138 11.2 NIC/NETWORK ADAPTERS 140 11.2.1 INFINIBAND 141 11.2.1.1 Growing utilization of HPC and AI models to minimize latency and maximize throughput to boost segmental growth 141 11.2.2 ETHERNET 142 11.2.2.1 Rising demand for scalable and cost-effective networking solutions to propel demand 142 11.3 INTERCONNECTS 142 11.3.1 GROWING COMPLEXITY OF AI MODELS REQUIRING HIGH-BANDWIDTH DATA PATHS TO FUEL DEMAND 142 12 AI CHIP MARKET, BY TECHNOLOGY 143 12.1 INTRODUCTION 144 12.2 GENERATIVE AI 145 12.2.1 RULE-BASED MODELS 147 12.2.1.1 Rising need to detect fraud in finance sector to propel market 147 12.2.2 STATISTICAL MODELS 148 12.2.2.1 Need for accurate predictions from complex data structures to boost segmental growth 148 12.2.3 DEEP LEARNING 149 12.2.3.1 Ability to advance AI technologies to boost demand 149 12.2.4 GENERATIVE ADVERSARIAL NETWORKS (GAN) 150 12.2.4.1 Pressing need to handle large-scale data to fuel demand 150 12.2.5 AUTOENCODERS 152 12.2.5.1 Ability to compress and restructure data to ensure optimum storage space in data centers to stimulate demand 152 12.2.6 CONVOLUTIONAL NEURAL NETWORKS 153 12.2.6.1 Surging demand for realistic and high-quality images and videos to accelerate market growth 153 12.2.7 TRANSFORMER MODELS 154 12.2.7.1 Increasing utilization in image synthesis and captioning applications to foster segmental growth 154 12.3 MACHINE LEARNING 156 12.3.1 RISING USE IN IMAGE & SPEECH RECOGNITION AND PREDICTIVE ANALYTICS TO CONTRIBUTE TO MARKET GROWTH 156 12.4 NATURAL LANGUAGE PROCESSING 157 12.4.1 INCREASING NEED FOR REAL-TIME APPLICATIONS TO SUPPORT MARKET GROWTH 157 12.5 COMPUTER VISION 158 12.5.1 ESCALATING NEED FOR ADVANCED PROCESSING CAPABILITIES TO BOOST DEMAND 158 13 AI CHIP MARKET, BY FUNCTION 160 13.1 INTRODUCTION 161 13.2 TRAINING 163 13.2.1 SURGING NEED TO PROCESS LARGE DATA SETS AND PERFORM PARALLEL COMPUTATION TO CREATE GROWTH OPPORTUNITIES 163 13.3 INFERENCE 164 13.3.1 SURGING DEPLOYMENT ACROSS VARIOUS INDUSTRIES TO BOOST DEMAND 164 14 AI CHIP MARKET, BY END USER 165 14.1 INTRODUCTION 166 14.2 CONSUMERS 167 14.2.1 GROWING ADOPTION OF AI-ENABLED PERSONAL DEVICES TO PROPEL MARKET 167 14.3 DATA CENTERS 168 14.3.1 CLOUD SERVICE PROVIDERS 169 14.3.1.1 Surging AI workloads and cloud adoption to stimulate market growth 169 14.3.2 ENTERPRISES 170 14.3.2.1 Escalating use of NLP, image recognition, and predictive analytics to create growth opportunities 170 14.3.2.2 Healthcare 171 14.3.2.2.1 Integration of AI in computer-aided drug discovery and development to foster market growth 171 14.3.2.3 BFSI 172 14.3.2.3.1 Surging need for fraud detection in financial institutions to boost demand 172 14.3.2.4 Automotive 173 14.3.2.4.1 Growing focus on safe and enhanced driving experiences to fuel demand 173 14.3.2.5 Retail & e-commerce 175 14.3.2.5.1 Increasing use of chatbots and virtual assistants to offer improved customer services to drive market 175 14.3.2.6 Media & entertainment 176 14.3.2.6.1 Real-time analysis of viewer preferences, engagement patterns, and demographic information to augment market growth 176 14.3.2.7 Others 177 14.4 GOVERNMENT ORGANIZATIONS 178 14.4.1 SIGNIFICANT FOCUS ON AUTOMATING ROUTINE TASKS AND EXTRACTING REAL-TIME ACTIONABLE INSIGHTS TO SUPPORT MARKET GROWTH 178 15 AI CHIP MARKET, BY REGION 180 15.1 INTRODUCTION 181 15.2 NORTH AMERICA 182 15.2.1 US 186 15.2.1.1 Government-led initiatives to boost semiconductor manufacturing to drive market 186 15.2.2 CANADA 187 15.2.2.1 Growing emphasis on commercializing AI to spur demand 187 15.2.3 MEXICO 187 15.2.3.1 Increasing shift toward digital platforms and cloud-based solutions to accelerate demand 187 15.3 EUROPE 188 15.3.1 UK 192 15.3.1.1 Growing investments in data center infrastructure to boost demand 192 15.3.2 GERMANY 193 15.3.2.1 Robust industrial base to offer lucrative growth opportunities 193 15.3.3 FRANCE 194 15.3.3.1 Increasing number of AI startups to accelerate demand 194 15.3.4 ITALY 194 15.3.4.1 Rising trend of digitalization in automotive and healthcare sectors to drive market 194 15.3.5 SPAIN 195 15.3.5.1 Growing collaborations and partnerships among AI manufacturers to spur demand 195 15.3.6 REST OF EUROPE 195 15.4 ASIA PACIFIC 196 15.4.1 CHINA 200 15.4.1.1 Surge in research funding and implementation of supportive regulatory policy to augment market growth 200 15.4.2 JAPAN 201 15.4.2.1 Rising focus on advancing robotic systems to boost market 201 15.4.3 INDIA 202 15.4.3.1 Government-led initiatives to boost AI infrastructure to foster market growth 202 15.4.4 SOUTH KOREA 202 15.4.4.1 Thriving semiconductor industry to drive market 202 15.4.5 REST OF ASIA PACIFIC 203 15.5 REST OF THE WORLD 203 15.5.1 MIDDLE EAST 206 15.5.1.1 Growing emphasis on digital transformation and technological innovation to drive market 206 15.5.1.2 GCC countries 207 15.5.1.3 Rest of Middle East 208 15.5.2 AFRICA 208 15.5.2.1 Rising internet penetration and mobile subscriptions to drive market 208 15.5.3 SOUTH AMERICA 209 15.5.3.1 Growing need to store vast volumes of data to boost demand 209 16 COMPETITIVE LANDSCAPE 210 16.1 OVERVIEW 210 16.2 KEY PLAYER STRATEGIES/RIGHT TO WIN, 2021–2025 210 16.3 REVENUE ANALYSIS, 2021–2024 212 16.4 MARKET SHARE ANALYSIS, 2024 214 16.4.1 COMPUTE MARKET SHARE, 2024 214 16.4.2 MEMORY (HBM) MARKET SHARE, 2023 216 16.5 COMPANY VALUATION AND FINANCIAL METRICS 218 16.6 BRAND/PRODUCT COMPARISON 219 16.7 COMPANY EVALUATION MATRIX: KEY PLAYERS, 2024 220 16.7.1 STARS 220 16.7.2 EMERGING LEADERS 220 16.7.3 PERVASIVE PLAYERS 220 16.7.4 PARTICIPANTS 220 16.7.5 COMPANY FOOTPRINT: KEY PLAYERS, 2024 222 16.7.5.1 Company footprint 222 16.7.5.2 Regional footprint 223 16.7.5.3 Compute footprint 224 16.7.5.4 Memory footprint 225 16.7.5.5 Network footprint 226 16.7.5.6 Technology footprint 227 16.7.5.7 Function footprint 228 16.7.5.8 End user footprint 229 16.8 COMPANY EVALUATION MATRIX: STARTUPS/SMES, 2024 229 16.8.1 PROGRESSIVE COMPANIES 229 16.8.2 RESPONSIVE COMPANIES 230 16.8.3 DYNAMIC COMPANIES 230 16.8.4 STARTING BLOCKS 230 16.8.5 COMPETITIVE BENCHMARKING: STARTUPS/SMES, 2024 231 16.8.5.1 Detailed list of key startups/SMEs 231 16.8.5.2 Competitive benchmarking of key startups/SMEs 232 16.9 COMPETITIVE SCENARIO 233 16.9.1 PRODUCT LAUNCHES 233 16.9.2 DEALS 235 17 COMPANY PROFILES 237 17.1 KEY PLAYERS 237 17.1.1 NVIDIA CORPORATION 237 17.1.1.1 Business overview 237 17.1.1.2 Products/Solutions/Services offered 238 17.1.1.3 Recent developments 241 17.1.1.3.1 Product launches 241 17.1.1.3.2 Deals 242 17.1.1.4 MnM view 243 17.1.1.4.1 Key strengths 243 17.1.1.4.2 Strategic choices 243 17.1.1.4.3 Weaknesses and competitive threats 243 17.1.2 ADVANCED MICRO DEVICES, INC. 244 17.1.2.1 Business overview 244 17.1.2.2 Products/Solutions/Services offered 245 17.1.2.3 Recent developments 247 17.1.2.3.1 Product launches 247 17.1.2.3.2 Deals 248 17.1.2.4 MnM view 249 17.1.2.4.1 Key strengths 249 17.1.2.4.2 Strategic choices 249 17.1.2.4.3 Weaknesses and competitive threats 249 17.1.3 INTEL CORPORATION 250 17.1.3.1 Business overview 250 17.1.3.2 Products/Solutions/Services offered 251 17.1.3.3 Recent developments 254 17.1.3.3.1 Product launches 254 17.1.3.3.2 Deals 256 17.1.3.4 MnM view 257 17.1.3.4.1 Key strengths 257 17.1.3.4.2 Strategic choices 257 17.1.3.4.3 Weaknesses and competitive threats 257 17.1.4 SK HYNIX INC. 258 17.1.4.1 Business overview 258 17.1.4.2 Products/Solutions/Services offered 258 17.1.4.3 Recent developments 259 17.1.4.3.1 Product launches 259 17.1.4.3.2 Deals 260 17.1.4.3.3 Other developments 260 17.1.4.4 MnM view 260 17.1.4.4.1 Key strengths 260 17.1.4.4.2 Strategic choices 260 17.1.4.4.3 Weaknesses and competitive threats 261 17.1.5 SAMSUNG 262 17.1.5.1 Business overview 262 17.1.5.2 Products/Solutions/Services offered 263 17.1.5.3 Recent developments 266 17.1.5.3.1 Product launches 266 17.1.5.3.2 Deals 268 17.1.5.4 MnM view 269 17.1.5.4.1 Key strengths 269 17.1.5.4.2 Strategic choices 269 17.1.5.4.3 Weaknesses and competitive threats 269 17.1.6 MICRON TECHNOLOGY, INC. 270 17.1.6.1 Business overview 270 17.1.6.2 Products/Solutions/Services offered 271 17.1.6.3 Recent developments 272 17.1.6.3.1 Product launches 272 17.1.6.3.2 Deals 274 17.1.7 APPLE INC. 275 17.1.7.1 Business overview 275 17.1.7.2 Products/Solutions/Services offered 276 17.1.7.3 Recent developments 277 17.1.7.3.1 Product launches 277 17.1.7.3.2 Deals 279 17.1.8 QUALCOMM TECHNOLOGIES, INC. 280 17.1.8.1 Business overview 280 17.1.8.2 Products/Solutions/Services offered 281 17.1.8.3 Recent developments 284 17.1.8.3.1 Product launches 284 17.1.8.3.2 Deals 285 17.1.9 HUAWEI TECHNOLOGIES CO., LTD. 287 17.1.9.1 Business overview 287 17.1.9.2 Products/Solutions/Services offered 288 17.1.9.3 Recent developments 289 17.1.9.3.1 Product launches 289 17.1.9.3.2 Deals 290 17.1.10 GOOGLE 291 17.1.10.1 Business overview 291 17.1.10.2 Products/Solutions/Services offered 292 17.1.10.3 Recent developments 293 17.1.10.3.1 Product launches 293 17.1.10.3.2 Deals 294 17.1.11 AMAZON WEB SERVICES, INC. 295 17.1.11.1 Business overview 295 17.1.11.2 Products/Solutions/Services offered 296 17.1.11.3 Recent developments 296 17.1.11.3.1 Product launches 296 17.1.11.3.2 Deals 297 17.1.12 TESLA 299 17.1.12.1 Business overview 299 17.1.12.2 Products/Solutions/Services offered 300 17.1.13 MICROSOFT 301 17.1.13.1 Business overview 301 17.1.13.2 Products/Solutions/Services offered 302 17.1.13.3 Recent developments 303 17.1.13.3.1 Product launches 303 17.1.13.3.2 Deals 303 17.1.14 META 305 17.1.14.1 Business overview 305 17.1.14.2 Products/Solutions/Services offered 306 17.1.14.3 Recent developments 307 17.1.14.3.1 Product launches 307 17.1.14.3.2 Deals 307 17.1.15 T-HEAD 308 17.1.15.1 Business overview 308 17.1.15.2 Products/Solutions/Services offered 308 17.1.16 IMAGINATION TECHNOLOGIES 309 17.1.16.1 Business overview 309 17.1.16.2 Products/Solutions/Services offered 309 17.1.16.3 Recent developments 310 17.1.16.3.1 Product launches 310 17.1.16.3.2 Deals 310 17.1.17 GRAPHCORE 311 17.1.17.1 Business overview 311 17.1.17.2 Products/Solutions/Services offered 311 17.1.17.3 Recent developments 312 17.1.17.3.1 Product launches 312 17.1.17.3.2 Deals 312 17.1.18 CEREBRAS 313 17.1.18.1 Business overview 313 17.1.18.2 Products/Solutions/Services offered 313 17.1.18.3 Recent developments 313 17.1.18.3.1 Product launches 313 17.1.18.3.2 Deals 314 17.2 OTHER PLAYERS 315 17.2.1 MYTHIC 315 17.2.2 KALRAY 316 17.2.3 BLAIZE 317 17.2.4 GROQ, INC. 318 17.2.5 HAILO TECHNOLOGIES LTD 319 17.2.6 GREENWAVES TECHNOLOGIES 320 17.2.7 SIMA TECHNOLOGIES, INC. 320 17.2.8 KNERON, INC. 321 17.2.9 RAIN NEUROMORPHICS INC. 321 17.2.10 TENSTORRENT 322 17.2.11 SAMBANOVA SYSTEMS, INC. 322 17.2.12 TAALAS 323 17.2.13 SAPEON INC. 323 17.2.14 REBELLIONS INC. 324 17.2.15 RIVOS INC. 324 17.2.16 SHANGHAI BIREN TECHNOLOGY CO., LTD. 325 18 RESEARCH METHODOLOGY 326 18.1 RESEARCH DATA 326 18.1.1 SECONDARY DATA 327 18.1.1.1 List of key secondary sources 327 18.1.1.2 Key data from secondary sources 327 18.1.2 PRIMARY DATA 328 18.1.2.1 List of key interview participants 328 18.1.2.2 Breakdown of primaries 328 18.1.2.3 Key industry insights 329 18.1.3 SECONDARY AND PRIMARY RESEARCH 329 18.2 MARKET SIZE ESTIMATION 330 18.2.1 BOTTOM-UP APPROACH 331 18.2.1.1 Approach to estimate market size using bottom-up analysis (supply side) 331 18.2.2 TOP-DOWN APPROACH 332 18.2.2.1 Approach to estimate market size using top-down analysis (demand side) 332 18.3 DATA TRIANGULATION 333 18.4 RESEARCH ASSUMPTIONS 334 18.5 RISK ANALYSIS 335 18.6 RESEARCH LIMITATIONS 335 19 APPENDIX 336 19.1 DISCUSSION GUIDE 336 19.2 KNOWLEDGESTORE: MARKETSANDMARKETS’ SUBSCRIPTION PORTAL 340 19.3 CUSTOMIZATION OPTIONS 342 19.4 RELATED REPORTS 342 19.5 AUTHOR DETAILS 343

圖表清單 List of Tables & Figures

TABLE 1 SUMMARY OF CHANGES: PREVIOUS AND UPDATED VERSIONS 34 TABLE 2 REGION-WISE MOBILE DATA TRAFFIC 44 TABLE 3 BLACKWELL PLATFORM OF NVIDIA TO EXCEED TDP OF 1 KW 48 TABLE 4 IMPACT OF PORTER’S FIVE FORCES ON AI CHIP MARKET 61 TABLE 5 GDP PERCENTAGE CHANGE, BY KEY COUNTRY, 2021–2030 63 TABLE 6 ROLE OF PLAYERS IN AI CHIP MARKET ECOSYSTEM 68 TABLE 7 INDICATIVE PRICING ANALYSIS OF COMPUTE, BY KEY PLAYERS, 2024 (USD) 70 TABLE 8 INDICATIVE PRICING ANALYSIS OF COMPUTE, 2020–2024 (USD) 71 TABLE 9 AVERAGE SELLING PRICE TREND OF GPU, BY REGION, 2021–2024 (USD) 71 TABLE 10 AVERAGE SELLING PRICE TREND OF CPU, BY REGION, 2021–2024 (USD) 72 TABLE 11 AVERAGE SELLING PRICE TREND OF FPGA, BY REGION, 2021–2024 (USD) 73 TABLE 12 IMPORT DATA FOR HS CODE 854231-COMPLIANT PRODUCTS, BY COUNTRY, 2020–2024 (USD MILLION) 74 TABLE 13 EXPORT DATA FOR HS CODE 854231-COMPLIANT PRODUCTS, BY COUNTRY, 2020–2024 (USD MILLION) 75 TABLE 14 AI CHIP MARKET: KEY CONFERENCES AND EVENTS, 2026 75 TABLE 15 US ADJUSTED RECIPROCAL TARIFF RATES 80 TABLE 16 CPU SERVER BILL OF MATERIALS (BOM), 2024 85 TABLE 17 GPU/AI SERVERS COST STRUCTURE FOR NVIDIA’S A100, 2024 87 TABLE 18 GPU/AI SERVERS COST STRUCTURE FOR NVIDIA’S H100, 2024 88 TABLE 19 COMPARISON OF NVIDIA AI GPU SPECIFICATIONS 93 TABLE 20 COMPARISON OF CPU SPECIFICATIONS 93 TABLE 21 TECHNOLOGY ROADMAP 96 TABLE 22 AI CHIP MARKET: LIST OF MAJOR PATENTS 99 TABLE 23 FUTURE APPLICATIONS 104 TABLE 24 NORTH AMERICA: LIST OF REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS 106 TABLE 25 EUROPE: LIST OF REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS 107 TABLE 26 ASIA PACIFIC: LIST OF REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS 108 TABLE 27 REST OF THE WORLD: LIST OF REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS 109 TABLE 28 AI CHIP MARKET: STANDARDS 110 TABLE 29 INFLUENCE OF STAKEHOLDERS ON BUYING PROCESS FOR TOP THREE END USERS (%) 114 TABLE 30 KEY BUYING CRITERIA FOR TOP THREE END USERS 115 TABLE 31 UNMET NEEDS IN AI CHIP MARKET BY END USER 117 TABLE 32 AI CHIP MARKET, BY COMPUTE, 2021–2024 (USD MILLION) 120 TABLE 33 AI CHIP MARKET, BY COMPUTE, 2025–2032 (USD MILLION) 120 TABLE 34 AI CHIP MARKET, BY COMPUTE, 2021–2024 (THOUSAND UNITS) 121 TABLE 35 AI CHIP MARKET, BY COMPUTE, 2025–2032 (THOUSAND UNITS) 121 TABLE 36 GPU: AI CHIP MARKET, BY REGION, 2021–2024 (USD MILLION) 122 TABLE 37 GPU: AI CHIP MARKET, BY REGION, 2025–2032 (USD MILLION) 123 TABLE 38 CPU: AI CHIP MARKET, BY REGION, 2021–2024 (USD MILLION) 124 TABLE 39 CPU: AI CHIP MARKET, BY REGION, 2025–2032 (USD MILLION) 124 TABLE 40 FPGA: AI CHIP MARKET, BY REGION, 2021–2024 (USD MILLION) 125 TABLE 41 FPGA: AI CHIP MARKET, BY REGION, 2025–2032 (USD MILLION) 125 TABLE 42 NPU: AI CHIP MARKET, BY REGION, 2021–2024 (USD MILLION) 126 TABLE 43 NPU: AI CHIP MARKET, BY REGION, 2025–2032 (USD MILLION) 126 TABLE 44 AI CHIP MARKET, BY MEMORY, 2021–2024 (USD MILLION) 134 TABLE 45 AI CHIP MARKET, BY MEMORY, 2025–2032 (USD MILLION) 134 TABLE 46 AI CHIP MARKET, BY MEMORY, 2021–2024 (PETABYTE) 134 TABLE 47 AI CHIP MARKET, BY MEMORY, 2025–2032 (PETABYTE) 134 TABLE 48 AI CHIP MARKET FOR MEMORY, BY REGION, 2021–2024 (USD MILLION) 135 TABLE 49 AI CHIP MARKET FOR MEMORY, BY REGION, 2025–2032 (USD MILLION) 135 TABLE 50 AI CHIP MARKET, BY NETWORK, 2021–2024 (USD MILLION) 139 TABLE 51 AI CHIP MARKET, BY NETWORK, 2025–2032 (USD MILLION) 139 TABLE 52 AI CHIP MARKET, BY NETWORK, 2021–2024 (THOUSAND UNITS) 139 TABLE 53 AI CHIP MARKET, BY NETWORK, 2025–2032 (THOUSAND UNITS) 140 TABLE 54 AI CHIP MARKET FOR NETWORK, BY REGION, 2021–2024 (USD MILLION) 140 TABLE 55 AI CHIP MARKET FOR NETWORK, BY REGION, 2025–2032 (USD MILLION) 140 TABLE 56 NIC/NETWORK ADAPTERS: AI CHIP MARKET, BY TYPE, 2021–2024 (USD MILLION) 141 TABLE 57 NIC/NETWORK ADAPTERS: AI CHIP MARKET, BY TYPE, 2025–2032 (USD MILLION) 141 TABLE 58 NIC/NETWORK ADAPTERS: AI CHIP MARKET, BY TYPE, 2021–2024 (THOUSAND UNITS) 141 TABLE 59 NIC/NETWORK ADAPTERS: AI CHIP MARKET, BY TYPE, 2025–2032 (THOUSAND UNITS) 141 TABLE 60 AI CHIP MARKET, BY TECHNOLOGY, 2021–2024 (USD MILLION) 144 TABLE 61 AI CHIP MARKET, BY TECHNOLOGY, 2025–2032 (USD MILLION) 144 TABLE 62 GENERATIVE AI: AI CHIP MARKET, BY REGION, 2021–2024 (USD MILLION) 145 TABLE 63 GENERATIVE AI: AI CHIP MARKET, BY REGION, 2025–2032 (USD MILLION) 146 TABLE 64 GENERATIVE AI: AI CHIP MARKET, BY TYPE, 2021–2024 (USD MILLION) 146 TABLE 65 GENERATIVE AI: AI CHIP MARKET, BY TYPE, 2025–2032 (USD MILLION) 146 TABLE 66 RULE-BASED MODELS: AI CHIP MARKET, BY REGION, 2021–2024 (USD MILLION) 147 TABLE 67 RULE-BASED MODELS: AI CHIP MARKET, BY REGION, 2025–2032 (USD MILLION) 147 TABLE 68 STATISTICAL MODELS: AI CHIP MARKET, BY REGION, 2021–2024 (USD MILLION) 148 TABLE 69 STATISTICAL MODELS: AI CHIP MARKET, BY REGION, 2025–2032 (USD MILLION) 149 TABLE 70 DEEP LEARNING: AI CHIP MARKET, BY REGION, 2021–2024 (USD MILLION) 150 TABLE 71 DEEP LEARNING: AI CHIP MARKET, BY REGION, 2025–2032 (USD MILLION) 150 TABLE 72 GENERATIVE ADVERSARIAL NETWORKS (GANS): AI CHIP MARKET, BY REGION, 2021–2024 (USD MILLION) 151 TABLE 73 GENERATIVE ADVERSARIAL NETWORKS (GANS): AI CHIP MARKET, BY REGION, 2025–2032 (USD MILLION) 151 TABLE 74 AUTOENCODERS: AI CHIP MARKET, BY REGION, 2021–2024 (USD MILLION) 152 TABLE 75 AUTOENCODERS: AI CHIP MARKET, BY REGION, 2025–2032 (USD MILLION) 153 TABLE 76 CONVOLUTIONAL NEURAL NETWORKS: AI CHIP MARKET, BY REGION, 2021–2024 (USD MILLION) 154 TABLE 77 CONVOLUTIONAL NEURAL NETWORKS: AI CHIP MARKET, BY REGION, 2025–2032 (USD MILLION) 154 TABLE 78 TRANSFORMER MODELS: AI CHIP MARKET, BY REGION, 2021–2024 (USD MILLION) 155 TABLE 79 TRANSFORMER MODELS: AI CHIP MARKET, BY REGION, 2025–2032 (USD MILLION) 155 TABLE 80 MACHINE LEARNING: AI CHIP MARKET, BY REGION, 2021–2024 (USD MILLION) 156 TABLE 81 MACHINE LEARNING: AI CHIP MARKET, BY REGION, 2025–2032 (USD MILLION) 156 TABLE 82 NATURAL LANGUAGE PROCESSING: AI CHIP MARKET, BY REGION, 2021–2024 (USD MILLION) 157 TABLE 83 NATURAL LANGUAGE PROCESSING: AI CHIP MARKET, BY REGION, 2025–2032 (USD MILLION) 158 TABLE 84 COMPUTER VISION: AI CHIP MARKET, BY REGION, 2021–2024 (USD MILLION) 159 TABLE 85 COMPUTER VISION: AI CHIP MARKET, BY REGION, 2025–2032 (USD MILLION) 159 TABLE 86 AI CHIP MARKET, BY FUNCTION, 2021–2024 (USD MILLION) 161 TABLE 87 AI CHIP MARKET, BY FUNCTION, 2025–2032 (USD MILLION) 161 TABLE 88 AI CHIP MARKET FOR COMPUTE, BY FUNCTION, 2021–2024 (THOUSAND UNITS) 162 TABLE 89 AI CHIP MARKET FOR COMPUTE, BY FUNCTION, 2025–2032 (THOUSAND UNITS) 162 TABLE 90 AI CHIP MARKET, BY END USER, 2021–2024 (USD MILLION) 166 TABLE 91 AI CHIP MARKET, BY END USER, 2025–2032 (USD MILLION) 166 TABLE 92 CONSUMERS: AI CHIP MARKET, BY REGION, 2021–2024 (USD MILLION) 168 TABLE 93 CONSUMERS: AI CHIP MARKET, BY REGION, 2025–2032 (USD MILLION) 168 TABLE 94 DATA CENTERS: AI CHIP MARKET, BY REGION, 2021–2024 (USD MILLION) 169 TABLE 95 DATA CENTERS: AI CHIP MARKET, BY REGION, 2025–2032 (USD MILLION) 169 TABLE 96 CLOUD SERVICE PROVIDERS: AI CHIP MARKET, BY REGION, 2021–2024 (USD MILLION) 170 TABLE 97 CLOUD SERVICE PROVIDERS: AI CHIP MARKET, BY REGION, 2025–2032 (USD MILLION) 170 TABLE 98 ENTERPRISES: AI CHIP MARKET, BY REGION, 2021–2024 (USD MILLION) 171 TABLE 99 ENTERPRISES: AI CHIP MARKET, BY REGION, 2025–2032 (USD MILLION) 171 TABLE 100 HEALTHCARE: AI CHIP MARKET, BY REGION, 2021–2024 (USD MILLION) 172 TABLE 101 HEALTHCARE: AI CHIP MARKET, BY REGION, 2025–2032 (USD MILLION) 172 TABLE 102 BFSI: AI CHIP MARKET, BY REGION, 2021–2024 (USD MILLION) 173 TABLE 103 BFSI: AI CHIP MARKET, BY REGION, 2025–2032 (USD MILLION) 173 TABLE 104 AUTOMOTIVE: AI CHIP MARKET, BY REGION, 2021–2024 (USD MILLION) 174 TABLE 105 AUTOMOTIVE: AI CHIP MARKET, BY REGION, 2025–2032 (USD MILLION) 174 TABLE 106 RETAIL & E-COMMERCE: AI CHIP MARKET, BY REGION, 2021–2024 (USD MILLION) 175 TABLE 107 RETAIL & E-COMMERCE: AI CHIP MARKET, BY REGION, 2025–2032 (USD MILLION) 175 TABLE 108 MEDIA & ENTERTAINMENT: AI CHIP MARKET, BY REGION, 2021–2024 (USD MILLION) 176 TABLE 109 MEDIA & ENTERTAINMENT: AI CHIP MARKET, BY REGION, 2025–2032 (USD MILLION) 177 TABLE 110 OTHERS: AI CHIP MARKET, BY REGION, 2021–2024 (USD MILLION) 177 TABLE 111 OTHERS: AI CHIP MARKET, BY REGION, 2025–2032 (USD MILLION) 178 TABLE 112 GOVERNMENT ORGANIZATIONS: AI CHIP MARKET, BY REGION, 2021–2024 (USD MILLION) 179 TABLE 113 GOVERNMENT ORGANIZATIONS: AI CHIP MARKET, BY REGION, 2025–2032 (USD MILLION) 179 TABLE 114 AI CHIP MARKET, BY REGION, 2021–2024 (USD MILLION) 181 TABLE 115 AI CHIP MARKET, BY REGION, 2025–2032 (USD MILLION) 182 TABLE 116 NORTH AMERICA: AI CHIP MARKET, BY COUNTRY, 2021–2024 (USD MILLION) 183 TABLE 117 NORTH AMERICA: AI CHIP MARKET, BY COUNTRY, 2025–2032 (USD MILLION) 183 TABLE 118 NORTH AMERICA: AI CHIP MARKET, BY END USER, 2021–2024 (USD MILLION) 184 TABLE 119 NORTH AMERICA: AI CHIP MARKET, BY END USER, 2025–2032 (USD MILLION) 184 TABLE 120 NORTH AMERICA: AI CHIP MARKET FOR DATA CENTERS, BY END USER, 2021–2024 (USD MILLION) 184 TABLE 121 NORTH AMERICA: AI CHIP MARKET FOR DATA CENTERS, BY END USER, 2025–2032 (USD MILLION) 184 TABLE 122 NORTH AMERICA: AI CHIP MARKET FOR ENTERPRISES, BY END USER, 2021–2024 (USD MILLION) 185 TABLE 123 NORTH AMERICA: AI CHIP MARKET FOR ENTERPRISES, BY END USER, 2025–2032 (USD MILLION) 185 TABLE 124 NORTH AMERICA: AI CHIP MARKET, BY COMPUTE, 2021–2024 (USD MILLION) 185 TABLE 125 NORTH AMERICA: AI CHIP MARKET, BY COMPUTE, 2025–2032 (USD MILLION) 186 TABLE 126 EUROPE: AI CHIP MARKET, BY COUNTRY, 2021–2024 (USD MILLION) 189 TABLE 127 EUROPE: AI CHIP MARKET, BY COUNTRY, 2025–2032 (USD MILLION) 190 TABLE 128 EUROPE: AI CHIP MARKET, BY END USER, 2021–2024 (USD MILLION) 190 TABLE 129 EUROPE: AI CHIP MARKET, BY END USER, 2025–2032 (USD MILLION) 190 TABLE 130 EUROPE: AI CHIP MARKET FOR DATA CENTERS, BY END USER, 2021–2024 (USD MILLION) 190 TABLE 131 EUROPE: AI CHIP MARKET FOR DATA CENTERS, BY END USER, 2025–2032 (USD MILLION) 191 TABLE 132 EUROPE: AI CHIP MARKET FOR ENTERPRISES, BY END USER, 2021–2024 (USD MILLION) 191 TABLE 133 EUROPE: AI CHIP MARKET FOR ENTERPRISES, BY END USER, 2025–2032 (USD MILLION) 191 TABLE 134 EUROPE: AI CHIP MARKET, BY COMPUTE, 2021–2024 (USD MILLION) 192 TABLE 135 EUROPE: AI CHIP MARKET, BY COMPUTE, 2025–2032 (USD MILLION) 192 TABLE 136 ASIA PACIFIC: AI CHIP MARKET, BY COUNTRY, 2021–2024 (USD MILLION) 197 TABLE 137 ASIA PACIFIC: AI CHIP MARKET, BY COUNTRY, 2025–2032 (USD MILLION) 198 TABLE 138 ASIA PACIFIC: AI CHIP MARKET, BY END USER, 2021–2024 (USD MILLION) 198 TABLE 139 ASIA PACIFIC: AI CHIP MARKET, BY END USER, 2025–2032 (USD MILLION) 198 TABLE 140 ASIA PACIFIC: AI CHIP MARKET FOR DATA CENTERS, BY END USER, 2021–2024 (USD MILLION) 198 TABLE 141 ASIA PACIFIC: AI CHIP MARKET FOR DATA CENTERS, BY END USER, 2025–2032 (USD MILLION) 199 TABLE 142 ASIA PACIFIC: AI CHIP MARKET FOR ENTERPRISES, BY END USER, 2021–2024 (USD MILLION) 199 TABLE 143 ASIA PACIFIC: AI CHIP MARKET FOR ENTERPRISES, BY END USER, 2025–2032 (USD MILLION) 199 TABLE 144 ASIA PACIFIC: AI CHIP MARKET, BY COMPUTE, 2021–2024 (USD MILLION) 200 TABLE 145 ASIA PACIFIC: AI CHIP MARKET, BY COMPUTE, 2025–2032 (USD MILLION) 200 TABLE 146 REST OF THE WORLD: AI CHIP MARKET, BY REGION, 2021–2024 (USD MILLION) 203 TABLE 147 REST OF THE WORLD: AI CHIP MARKET, BY REGION, 2025–2032 (USD MILLION) 204 TABLE 148 REST OF THE WORLD: AI CHIP MARKET, BY END USER, 2021–2024 (USD MILLION) 204 TABLE 149 REST OF THE WORLD: AI CHIP MARKET, BY END USER, 2025–2032 (USD MILLION) 204 TABLE 150 REST OF THE WORLD: AI CHIP MARKET FOR DATA CENTERS, BY END USER, 2021–2024 (USD MILLION) 204 TABLE 151 REST OF THE WORLD: AI CHIP MARKET FOR DATA CENTERS, BY END USER, 2025–2032 (USD MILLION) 205 TABLE 152 REST OF THE WORLD: AI CHIP MARKET FOR ENTERPRISES, BY END USER, 2021–2024 (USD MILLION) 205 TABLE 153 REST OF THE WORLD: AI CHIP MARKET FOR ENTERPRISES, BY END USER, 2025–2032 (USD MILLION) 205 TABLE 154 REST OF THE WORLD: AI CHIP MARKET, BY COMPUTE, 2021–2024 (USD MILLION) 206 TABLE 155 REST OF THE WORLD: AI CHIP MARKET, BY COMPUTE, 2025–2032 (USD MILLION) 206 TABLE 156 MIDDLE EAST: AI CHIP MARKET, BY COUNTRY, 2021–2024 (USD MILLION) 207 TABLE 157 MIDDLE EAST: AI CHIP MARKET, BY COUNTRY, 2025–2032 (USD MILLION) 207 TABLE 158 OVERVIEW OF STRATEGIES ADOPTED BY AI CHIP PROVIDERS 210 TABLE 159 AI CHIP MARKET SHARE ANALYSIS, 2024 215 TABLE 160 MEMORY (HBM) MARKET: DEGREE OF COMPETITION 217 TABLE 161 AI CHIP MARKET: REGIONAL FOOTPRINT, 2024 223 TABLE 162 AI CHIP MARKET: COMPUTE FOOTPRINT, 2024 224 TABLE 163 AI CHIP MARKET: MEMORY FOOTPRINT, 2024 225 TABLE 164 AI CHIP MARKET: NETWORK FOOTPRINT, 2024 226 TABLE 165 AI CHIP MARKET: TECHNOLOGY FOOTPRINT, 2024 227 TABLE 166 AI CHIP MARKET: FUNCTION FOOTPRINT, 2024 228 TABLE 167 AI CHIP MARKET: END USER FOOTPRINT, 2024 229 TABLE 168 AI CHIP MARKET: DETAILED LIST OF KEY STARTUPS/SMES, 2024 231 TABLE 169 AI CHIP MARKET: COMPETITIVE BENCHMARKING OF KEY STARTUPS/SMES, 2024 232 TABLE 170 AI CHIP MARKET: PRODUCT LAUNCHES, JANUARY 2021−OCTOBER 2025 234 TABLE 171 AI CHIP MARKET: DEALS, JANUARY 2021−OCTOBER 2025 235 TABLE 172 NVIDIA CORPORATION: COMPANY OVERVIEW 237 TABLE 173 NVIDIA CORPORATION: PRODUCTS/SOLUTIONS/SERVICES OFFERED 238 TABLE 174 NVIDIA CORPORATION: PRODUCT LAUNCHES 241 TABLE 175 NVIDIA CORPORATION: DEALS 242 TABLE 176 ADVANCED MICRO DEVICES, INC.: COMPANY OVERVIEW 244 TABLE 177 ADVANCED MICRO DEVICES, INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED 245 TABLE 178 ADVANCED MICRO DEVICES, INC.: PRODUCT LAUNCHES 247 TABLE 179 ADVANCED MICRO DEVICES, INC.: DEALS 248 TABLE 180 INTEL CORPORATION: COMPANY OVERVIEW 250 TABLE 181 INTEL CORPORATION: PRODUCTS/SOLUTIONS/SERVICES OFFERED 251 TABLE 182 INTEL CORPORATION: PRODUCT LAUNCHES 254 TABLE 183 INTEL CORPORATION: DEALS 256 TABLE 184 SK HYNIX INC.: COMPANY OVERVIEW 258 TABLE 185 SK HYNIX INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERING 258 TABLE 186 SK HYNIX INC.: PRODUCT LAUNCHES 259 TABLE 187 SK HYNIX INC.: DEALS 260 TABLE 188 SK HYNIX INC.: OTHER DEVELOPMENTS 260 TABLE 189 SAMSUNG: COMPANY OVERVIEW 262 TABLE 190 SAMSUNG: PRODUCTS/SOLUTIONS/SERVICES: PRODUCT OFFERED 263 TABLE 191 SAMSUNG: PRODUCT LAUNCHES 266 TABLE 192 SAMSUNG: DEALS 268 TABLE 193 MICRON TECHNOLOGY, INC.: COMPANY OVERVIEW 270 TABLE 194 MICRON TECHNOLOGY, INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED 271 TABLE 195 MICRON TECHNOLOGY, INC.: PRODUCT LAUNCHES 272 TABLE 196 MICRON TECHNOLOGY, INC.: DEALS 274 TABLE 197 APPLE INC.: COMPANY OVERVIEW 275 TABLE 198 APPLE INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED 276 TABLE 199 APPLE INC.: PRODUCT LAUNCHES 277 TABLE 200 APPLE INC.: DEALS 279 TABLE 201 QUALCOMM TECHNOLOGIES, INC.: COMPANY OVERVIEW 280 TABLE 202 QUALCOMM TECHNOLOGIES, INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED 281 TABLE 203 QUALCOMM TECHNOLOGIES, INC.: PRODUCT LAUNCHES 284 TABLE 204 QUALCOMM TECHNOLOGIES, INC.: DEALS 285 TABLE 205 HUAWEI TECHNOLOGIES CO., LTD.: COMPANY OVERVIEW 287 TABLE 206 HUAWEI TECHNOLOGIES CO., LTD.: PRODUCTS/SOLUTIONS/SERVICES OFFERED 288 TABLE 207 HUAWEI TECHNOLOGIES CO., LTD.: PRODUCT LAUNCHES 289 TABLE 208 HUAWEI TECHNOLOGIES CO., LTD.: DEALS 290 TABLE 209 GOOGLE: COMPANY OVERVIEW 291 TABLE 210 GOOGLE: PRODUCTS/SOLUTIONS/SERVICES OFFERED 292 TABLE 211 GOOGLE: PRODUCT LAUNCHES 293 TABLE 212 GOOGLE: DEALS 294 TABLE 213 AMAZON WEB SERVICES, INC.: COMPANY OVERVIEW 295 TABLE 214 AMAZON WEB SERVICES, INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED 296 TABLE 215 AMAZON WEB SERVICES, INC.: PRODUCT LAUNCHES 296 TABLE 216 AMAZON WEB SERVICES, INC.: DEALS 297 TABLE 217 TESLA: COMPANY OVERVIEW 299 TABLE 218 TESLA: PRODUCTS/SOLUTIONS/SERVICES OFFERED 300 TABLE 219 MICROSOFT: COMPANY OVERVIEW 301 TABLE 220 MICROSOFT: PRODUCTS/SOLUTIONS/SERVICES OFFERED 302 TABLE 221 MICROSOFT: PRODUCT LAUNCHES 303 TABLE 222 MICROSOFT: DEALS 303 TABLE 223 META: COMPANY OVERVIEW 305 TABLE 224 META: PRODUCTS/SOLUTIONS/SERVICES OFFERED 306 TABLE 225 META: PRODUCT LAUNCHES 307 TABLE 226 META: DEALS 307 TABLE 227 T-HEAD: COMPANY OVERVIEW 308 TABLE 228 T-HEAD: PRODUCTS/SOLUTIONS/SERVICES OFFERED 308 TABLE 229 IMAGINATION TECHNOLOGIES: COMPANY OVERVIEW 309 TABLE 230 IMAGINATION TECHNOLOGIES: PRODUCTS/SOLUTIONS/SERVICES OFFERED 309 TABLE 231 IMAGINATION TECHNOLOGIES: PRODUCT LAUNCHES 310 TABLE 232 IMAGINATION TECHNOLOGIES: DEALS 310 TABLE 233 GRAPHCORE: COMPANY OVERVIEW 311 TABLE 234 GRAPHCORE: PRODUCTS/SOLUTIONS/SERVICES OFFERED 311 TABLE 235 GRAPHCORE: PRODUCT LAUNCHES 312 TABLE 236 GRAPHCORE: DEALS 312 TABLE 237 CEREBRAS: COMPANY OVERVIEW 313 TABLE 238 CEREBRAS: PRODUCTS/SOLUTIONS/SERVICES OFFERED 313 TABLE 239 CEREBRAS: PRODUCT LAUNCHES 313 TABLE 240 CEREBRAS: DEALS 314 TABLE 241 AI CHIP MARKET: RESEARCH ASSUMPTIONS 334 FIGURE 1 AI CHIP MARKET SEGMENTATION AND REGIONAL SCOPE 31 FIGURE 2 MARKET SCENARIO 36 FIGURE 3 AI CHIP MARKET, 2022–2032 37 FIGURE 4 MAJOR STRATEGIES ADOPTED BY KEY PLAYERS IN AI CHIP MARKET, 2021–2025 37 FIGURE 5 DISRUPTIONS INFLUENCING AI CHIP MARKET GROWTH 38 FIGURE 6 AI CHIP MARKET: HIGH-GROWTH SEGMENTS, 2025–2032 38 FIGURE 7 ASIA PACIFIC TO LEAD MARKET BY 2032 39 FIGURE 8 INCREASING PENETRATION OF AI SERVERS TO DRIVE MARKET 40 FIGURE 9 GPU SEGMENT TO DOMINATE MARKET FROM 2025 TO 2032 40 FIGURE 10 INFERENCE SEGMENT TO LEAD MARKET DURING FORECAST PERIOD 41 FIGURE 11 DATA CENTERS SEGMENT TO DOMINATE MARKET DURING FORECAST PERIOD 41 FIGURE 12 INFERENCE SEGMENT AND CHINA TO HOLD LARGEST MARKET SHARES IN ASIA PACIFIC IN 2032 42 FIGURE 13 CHINA TO RECORD HIGHEST CAGR DURING FORECAST PERIOD 42 FIGURE 14 AI CHIP MARKET: DRIVERS, RESTRAINTS, OPPORTUNITIES, AND CHALLENGES 43 FIGURE 15 AI CHIP MARKET: IMPACT ANALYSIS OF DRIVERS 47 FIGURE 16 NVIDIA DATACENTER GPU POWER CONSUMPTION IN TDP 49 FIGURE 17 INTEL DATACENTER GPU POWER CONSUMPTION IN TDP 49 FIGURE 18 AI CHIP MARKET: IMPACT ANALYSIS OF RESTRAINTS 50 FIGURE 19 AI CHIP MARKET: IMPACT ANALYSIS OF OPPORTUNITIES 53 FIGURE 20 AI CHIP MARKET: IMPACT ANALYSIS OF CHALLENGES 55 FIGURE 21 AI CHIP MARKET: PORTER'S FIVE FORCES ANALYSIS 60 FIGURE 22 AI CHIP MARKET: VALUE CHAIN ANALYSIS 65 FIGURE 23 AI CHIP MARKET: ECOSYSTEM ANALYSIS 67 FIGURE 24 AVERAGE SELLING PRICE OF COMPUTE, BY KEY PLAYERS, 2024 (USD) 70 FIGURE 25 AVERAGE SELLING PRICE TREND OF GPU, BY REGION, 2021–2024 71 FIGURE 26 AVERAGE SELLING PRICE TREND OF CPU, BY REGION, 2021–2024 72 FIGURE 27 AVERAGE SELLING PRICE TREND OF FPGA, BY REGION, 2021–2024 72 FIGURE 28 IMPORT SCENARIO FOR HS CODE 854231-COMPLIANT PRODUCTS IN TOP 5 COUNTRIES, 2020–2024 73 FIGURE 29 EXPORT SCENARIO FOR HS CODE 854231-COMPLIANT PRODUCTS IN TOP 5 COUNTRIES, 2020–2024 74 FIGURE 30 REVENUE SHIFTS AND NEW REVENUE POCKETS FOR AI CHIP MARKET PLAYERS 76 FIGURE 31 INVESTMENT AND FUNDING SCENARIO, 2021–2025 (USD MILLION) 76 FIGURE 32 CPU SERVERS: BILL OF MATERIALS (BOM) SHARE, 2024 86 FIGURE 33 NVIDIA A100 SERVERS: BILL OF MATERIALS (BOM) SHARE, 2024 88 FIGURE 34 NVIDIA H100 SERVERS: BILL OF MATERIALS (BOM) SHARE, 2024 89 FIGURE 35 GLOBAL OVERALL SERVER AND AI SERVER SHIPMENTS, 2021–2032 (THOUSAND UNITS) 90 FIGURE 36 UPCOMING DEPLOYMENT OF DATA CENTERS BY CLOUD SERVICE PROVIDERS (CSPS) IN VARIOUS REGIONS 90 FIGURE 37 CAPEX AND IT EQUIPMENT SPENDS BY GLOBAL CSPS/HYPERSCALERS, 2020–2030 (USD BILLION) 91 FIGURE 38 CAPEX OF TOP CSPS/HYPERSCALERS, 2024 91 FIGURE 39 GLOBAL IT EQUIPMENT SPENDS BY CSPS/HYPERSCALERS, 2024 92 FIGURE 40 AI SERVER PROCUREMENT BY CSPS, 2021–2030 (THOUSAND UNITS) 92 FIGURE 41 NVIDIA AI CHIPS WITH HIGH-BANDWIDTH MEMORY 94 FIGURE 42 AI CHIP MARKET: PATENTS APPLIED AND GRANTED, 2014–2025 98 FIGURE 43 AI CHIPS DECISION-MAKING FACTORS 113 FIGURE 44 INFLUENCE OF STAKEHOLDERS ON BUYING PROCESS FOR TOP THREE END USERS 114 FIGURE 45 KEY BUYING CRITERIA FOR TOP THREE END USERS 115 FIGURE 46 ADOPTION BARRIERS AND INTERNAL CHALLENGES 116 FIGURE 47 GPU SEGMENT TO DOMINATE MARKET DURING FORECAST PERIOD 119 FIGURE 48 HBM SEGMENT TO REGISTER HIGHER CAGR THAN DDR SEGMENT DURING FORECAST PERIOD 133 FIGURE 49 NIC/NETWORK ADAPTERS SEGMENT TO LEAD MARKET DURING FORECAST PERIOD 139 FIGURE 50 MACHINE LEARNING SEGMENT TO LEAD MARKET DURING FORECAST PERIOD 144 FIGURE 51 INFERENCE SEGMENT TO DOMINATE MARKET DURING FORECAST PERIOD 161 FIGURE 52 DATA CENTERS SEGMENT TO DOMINATE MARKET DURING FORECAST PERIOD 166 FIGURE 53 ASIA PACIFIC TO BE FASTEST-GROWING MARKET DURING FORECAST PERIOD 181 FIGURE 54 NORTH AMERICA: AI CHIP MARKET SNAPSHOT 183 FIGURE 55 EUROPE: AI CHIP MARKET SNAPSHOT 189 FIGURE 56 ASIA PACIFIC: AI CHIP MARKET SNAPSHOT 197 FIGURE 57 REVENUE ANALYSIS OF TOP THREE PLAYERS, 2021–2024 (USD MILLION) 213 FIGURE 58 COMPUTE MARKET SHARE, 2024 214 FIGURE 59 MEMORY (HBM) MARKET SHARE, 2024 216 FIGURE 60 COMPANY VALUATION, 2026 218 FIGURE 61 FINANCIAL METRICS (EV/EBITDA), 2026 218 FIGURE 62 AI CHIP MARKET: BRAND/PRODUCT COMPARISON 219 FIGURE 63 AI CHIP MARKET: COMPANY EVALUATION MATRIX (KEY PLAYERS), 2024 221 FIGURE 64 AI CHIP MARKET: COMPANY FOOTPRINT, 2024 222 FIGURE 65 AI CHIP MARKET: COMPANY EVALUATION MATRIX (STARTUPS/SMES), 2024 230 FIGURE 66 NVIDIA CORPORATION: COMPANY SNAPSHOT 238 FIGURE 67 ADVANCED MICRO DEVICES, INC.: COMPANY SNAPSHOT 245 FIGURE 68 INTEL CORPORATION: COMPANY SNAPSHOT 251 FIGURE 69 SAMSUNG: COMPANY SNAPSHOT 263 FIGURE 70 MICRON TECHNOLOGY, INC.: COMPANY SNAPSHOT 271 FIGURE 71 APPLE INC.: COMPANY SNAPSHOT 276 FIGURE 72 QUALCOMM TECHNOLOGIES, INC.: COMPANY SNAPSHOT 281 FIGURE 73 HUAWEI TECHNOLOGIES CO., LTD.: COMPANY SNAPSHOT 288 FIGURE 74 GOOGLE: COMPANY SNAPSHOT 292 FIGURE 75 AMAZON WEB SERVICES, INC.: COMPANY SNAPSHOT 295 FIGURE 76 TESLA: COMPANY SNAPSHOT 300 FIGURE 77 MICROSOFT: COMPANY SNAPSHOT 302 FIGURE 78 META: COMPANY SNAPSHOT 306 FIGURE 79 AI CHIP MARKET: RESEARCH DESIGN 326 FIGURE 80 AI CHIP MARKET: RESEARCH FLOW 330 FIGURE 81 AI CHIP MARKET: BOTTOM-UP APPROACH 331 FIGURE 82 MARKET SIZE ESTIMATION METHODOLOGY (SUPPLY SIDE): REVENUE GENERATED BY AI CHIP MANUFACTURERS 332 FIGURE 83 AI CHIP MARKET: TOP-DOWN APPROACH 333 FIGURE 84 DATA TRIANGULATION 333

Single User Licence	$4,950 USD
Multi User Licence	$6,650 USD
Corporate User Licence	$8,150 USD
Global User Licence	$10,000 USD

Al Chip Market By Offerings (GPU, CPU, FPGA, NPU, TPU, Trainium, Inferentia, T-head, Athena ASIC, MTIA, LPU, Memory {DRAM (HBM, DDR)}, Network {NIC/Network Adapters, Interconnects}), Function (Training, Inference), & Region - Global Forecast to 2032

授權報價

報告摘要

同分類最新報告（電子與半導體）