全球人工智慧GPU晶片市場，2025-2029年

全球人工智慧GPU晶片市場預計將從2024年到2029年以32.4%的複合年成長率成長，達到1450.576億美元。

本報告對全球 AI GPU 晶片市場進行了全面分析，包括市場規模和預測、趨勢、成長要素和挑戰，以及對約 25 家公司的供應商分析。

該報告對當前市場狀況、最新趨勢和促進因素以及整體市場環境進行了最新分析。市場成長的促進因素包括：對生成式人工智慧 (AI) 和機器學習日益成長的需求、雲端運算和資料中心基礎設施的擴張，以及人工智慧在汽車行業的日益融合。

本研究採用客觀的方法，結合一手和二手訊息，包括來自主要行業相關人員的意見。報告包含對主要企業的分析、全面的市場規模數據、區域細分分析以及供應商格局。報告提供歷史數據和預測數據。

報告指出，人工智慧GPU架構領域創新加速和專業化程度不斷提高是未來幾年推動全球人工智慧GPU晶片市場成長的關鍵因素。全球投資的快速成長、政府的策略性舉措以及市場向傳統資料中心以外的領域擴張和多元化發展，預計都將產生巨大的市場需求。

目錄

第1章執行摘要

第2章 Technavio 分析

• 價格回應性、生命週期、顧客購買籃子、採納率和購買標準分析
• 投入與差異化因素的重要性
• 混淆來源
• 促進因素和挑戰的影響

第3章 市場情勢

• 市場生態系統
• 市場特徵
• 價值鏈分析

第4章 市場規模

• 市場定義
• 市場區隔分析
• 2024年市場規模
• 2024-2029年市場展望

第5章 市場規模表現

• 2019-2023年全球人工智慧GPU晶片市場
• 部署細分市場分析，2019-2023 年
• 應用細分市場分析，2019-2023 年
• 最終用戶細分市場分析，2019-2023 年
• 區域細分市場分析，2019-2023年
• 國家細分市場分析，2019-2023年

第6章五力分析

• 五力分析概述
• 買方的議價能力
• 供應商的議價能力
• 新進入者的威脅
• 替代品的威脅
• 競爭威脅
• 市場狀況

7. 依部署方式進行市場區隔

• 比較：依部署方式
• 雲
• 邊緣
• 混合
• 按部署方式分類的市場機會

第8章 按應用進行市場細分

• 比較：按應用
• 自然語言處理
• 電腦視覺
• 機器人技術
• 建議引擎
• 其他
• 按應用分類的市場機會

9. 按最終用戶進行市場區隔

• 比較：按最終用戶
• BFSI
• IT/通訊
• 衛生保健
• 汽車和運輸設備
• 其他
• 按最終用戶分類的市場機會

第10章 客戶情況

第11章 區域情勢

• 區域細分
• 區域比較
• 北美洲
  • 美國
  • 加拿大
  • 墨西哥
• 亞太地區
  • 中國
  • 日本
  • 韓國
  • 印度
  • 澳洲
  • 印尼
• 歐洲
  • 德國
  • 英國
  • 法國
  • 荷蘭
  • 義大利
  • 西班牙
• 南美洲
  • 巴西
  • 阿根廷
  • 哥倫比亞
• 中東和非洲
  • 沙烏地阿拉伯
  • 阿拉伯聯合大公國
  • 南非
  • 以色列
  • 土耳其
• 各區域的市場機遇

第12章：促進因素、挑戰與機遇

• 市場促進因素
• 市場挑戰
• 促進因素和挑戰的影響
• 市場機遇

第13章 競爭格局

• 概述
• 競爭格局
• 令人困惑的局面
• 產業風險

第14章 競爭分析

• 公司簡介
• 企業排名指數
• 公司市場定位
• Advanced Micro Devices Inc.
• Amazon Web Services Inc.
• Apple Inc.
• Arm Ltd.
• Cerebras Systems Inc.
• Google LLC
• Groq Inc.
• Huawei Technologies Co. Ltd.
• Intel Corp.
• IBM Corp.
• NVIDIA Corp.
• Qualcomm Inc.
• SambaNova Systems Inc.
• Samsung Electronics Co. Ltd.
• Taiwan Semiconductor Co. Ltd.

第15章附錄

The global AI gpu chip market is forecasted to grow by USD 145057.6 mn during 2024-2029, accelerating at a CAGR of 32.4% during the forecast period. The report on the global AI gpu chip market provides a holistic analysis, market size and forecast, trends, growth drivers, and challenges, as well as vendor analysis covering around 25 vendors.

The report offers an up-to-date analysis regarding the current market scenario, the latest trends and drivers, and the overall market environment. The market is driven by escalating demand for generative artificial intelligence and machine learning, expansion of cloud computing and data center infrastructure, increasing integration of artificial intelligence in automotive sector.

The study was conducted using an objective combination of primary and secondary information including inputs from key participants in the industry. The report contains a comprehensive market size data, segment with regional analysis and vendor landscape in addition to an analysis of the key companies. Reports have historic and forecast data.

Technavio's global AI gpu chip market is segmented as below:

By Deployment

• Cloud
• Edge
• Hybrid

By Application

• Natural language processing
• Computer vision
• Robotics
• Recommendation engines
• Others

By End-User

• BFSI
• IT and telecom
• Healthcare
• Automotive and transportation
• Others

Geography

• North America
  • US
  • Canada
  • Mexico
• APAC
  • China
  • Japan
  • South Korea
  • India
  • Australia
  • Indonesia
• Europe
  • Germany
  • UK
  • France
  • The Netherlands
  • Italy
  • Spain
• South America
  • Brazil
  • Argentina
  • Colombia
• Middle East and Africa
  • UAE
  • South Africa
  • Turkey
• Rest of World (ROW)

This study identifies the accelerated innovation and specialization in AI gpu architecture as one of the prime reasons driving the global AI gpu chip market growth during the next few years. Also, surge in global investment and strategic government initiatives and market expansion and diversification beyond traditional data centers will lead to sizable demand in the market.

The report on the global AI gpu chip market covers the following areas:

• Global AI gpu chip market sizing
• Global AI gpu chip market forecast
• Global AI gpu chip market industry analysis

The robust vendor analysis is designed to help clients improve their market position, and in line with this, this report provides a detailed analysis of several leading global AI gpu chip market vendors that include Advanced Micro Devices Inc., Amazon Web Services Inc., Apple Inc., Arm Ltd., Cerebras Systems Inc., Gigabyte Technology Co. Ltd., Google LLC, Graphcore Ltd., Groq Inc., Huawei Technologies Co. Ltd., Imagination Technologies Ltd., Intel Corp., IBM Corp., Micro Star International Co. Ltd., NVIDIA Corp., Qualcomm Inc., SambaNova Systems Inc., Samsung Electronics Co. Ltd., Taiwan Semiconductor Co. Ltd., Zotac Technology Ltd.. Also, the global AI gpu chip market analysis report includes information on upcoming trends and challenges that will influence market growth. This is to help companies strategize and leverage all forthcoming growth opportunities.

The publisher presents a detailed picture of the market by the way of study, synthesis, and summation of data from multiple sources by an analysis of key parameters such as profit, pricing, competition, and promotions. It presents various market facets by identifying the key industry influencers. The data presented is comprehensive, reliable, and a result of extensive primary and secondary research. The market research reports provide a complete competitive landscape and an in-depth vendor selection methodology and analysis using qualitative and quantitative research to forecast accurate market growth.

Table of Contents

1 Executive Summary

• 1.1 Market overview
  • Executive Summary - Chart on Market Overview
  • Executive Summary - Data Table on Market Overview
  • Executive Summary - Chart on Global Market Characteristics
  • Executive Summary - Chart on Market by Geography
  • Executive Summary - Chart on Market Segmentation by Deployment
  • Executive Summary - Chart on Market Segmentation by Application
  • Executive Summary - Chart on Market Segmentation by End-user
  • Executive Summary - Chart on Incremental Growth
  • Executive Summary - Data Table on Incremental Growth
  • Executive Summary - Chart on Company Market Positioning

2 Technavio Analysis

• 2.1 Analysis of price sensitivity, lifecycle, customer purchase basket, adoption rates, and purchase criteria
  • Analysis of price sensitivity, lifecycle, customer purchase basket, adoption rates, and purchase criteria
• 2.2 Criticality of inputs and Factors of differentiation
• 2.3 Factors of disruption
• 2.4 Impact of drivers and challenges

3 Market Landscape

• 3.1 Market ecosystem
• 3.2 Market characteristics
• 3.3 Value chain analysis

4 Market Sizing

• 4.1 Market definition
• 4.2 Market segment analysis
  • Market segments
• 4.3 Market size 2024
• 4.4 Market outlook: Forecast for 2024-2029

5 Historic Market Size

• 5.1 Global AI GPU Chip Market 2019 - 2023
  • Historic Market Size - Data Table on Global AI GPU Chip Market 2019 - 2023 ($ million)
• 5.2 Deployment segment analysis 2019 - 2023
  • Historic Market Size - Deployment Segment 2019 - 2023 ($ million)
• 5.3 Application segment analysis 2019 - 2023
  • Historic Market Size - Application Segment 2019 - 2023 ($ million)
• 5.4 End-user segment analysis 2019 - 2023
  • Historic Market Size - End-user Segment 2019 - 2023 ($ million)
• 5.5 Geography segment analysis 2019 - 2023
  • Historic Market Size - Geography Segment 2019 - 2023 ($ million)
• 5.6 Country segment analysis 2019 - 2023
  • Historic Market Size - Country Segment 2019 - 2023 ($ million)

6 Five Forces Analysis

• 6.1 Five forces summary
  • Five forces analysis - Comparison between 2024 and 2029
• 6.2 Bargaining power of buyers
  • Bargaining power of buyers - Impact of key factors 2024 and 2029
• 6.3 Bargaining power of suppliers
  • Bargaining power of suppliers - Impact of key factors in 2024 and 2029
• 6.4 Threat of new entrants
  • Threat of new entrants - Impact of key factors in 2024 and 2029
• 6.5 Threat of substitutes
  • Threat of substitutes - Impact of key factors in 2024 and 2029
• 6.6 Threat of rivalry
  • Threat of rivalry - Impact of key factors in 2024 and 2029
• 6.7 Market condition

7 Market Segmentation by Deployment

• 7.1 Market segments
• 7.2 Comparison by Deployment
• 7.3 Cloud - Market size and forecast 2024-2029
• 7.4 Edge - Market size and forecast 2024-2029
• 7.5 Hybrid - Market size and forecast 2024-2029
• 7.6 Market opportunity by Deployment
  • Market opportunity by Deployment ($ million)

8 Market Segmentation by Application

• 8.1 Market segments
• 8.2 Comparison by Application
• 8.3 Natural language processing - Market size and forecast 2024-2029
• 8.4 Computer vision - Market size and forecast 2024-2029
• 8.5 Robotics - Market size and forecast 2024-2029
• 8.6 Recommendation engines - Market size and forecast 2024-2029
• 8.7 Others - Market size and forecast 2024-2029
• 8.8 Market opportunity by Application
  • Market opportunity by Application ($ million)

9 Market Segmentation by End-user

• 9.1 Market segments
• 9.2 Comparison by End-user
• 9.3 BFSI - Market size and forecast 2024-2029
• 9.4 IT and telecom - Market size and forecast 2024-2029
• 9.5 Healthcare - Market size and forecast 2024-2029
• 9.6 Automotive and transportation - Market size and forecast 2024-2029
• 9.7 Others - Market size and forecast 2024-2029
• 9.8 Market opportunity by End-user
  • Market opportunity by End-user ($ million)

10 Customer Landscape

• 10.1 Customer landscape overview
  • Analysis of price sensitivity, lifecycle, customer purchase basket, adoption rates, and purchase criteria

11 Geographic Landscape

• 11.1 Geographic segmentation
• 11.2 Geographic comparison
• 11.3 North America - Market size and forecast 2024-2029
  • 11.3.1 US - Market size and forecast 2024-2029
  • 11.3.2 Canada - Market size and forecast 2024-2029
  • 11.3.3 Mexico - Market size and forecast 2024-2029
• 11.4 APAC - Market size and forecast 2024-2029
  • 11.4.1 China - Market size and forecast 2024-2029
  • 11.4.2 Japan - Market size and forecast 2024-2029
  • 11.4.3 South Korea - Market size and forecast 2024-2029
  • 11.4.4 India - Market size and forecast 2024-2029
  • 11.4.5 Australia - Market size and forecast 2024-2029
  • 11.4.6 Indonesia - Market size and forecast 2024-2029
• 11.5 Europe - Market size and forecast 2024-2029
  • 11.5.1 Germany - Market size and forecast 2024-2029
  • 11.5.2 UK - Market size and forecast 2024-2029
  • 11.5.3 France - Market size and forecast 2024-2029
  • 11.5.4 The Netherlands - Market size and forecast 2024-2029
  • 11.5.5 Italy - Market size and forecast 2024-2029
  • 11.5.6 Spain - Market size and forecast 2024-2029
• 11.6 South America - Market size and forecast 2024-2029
  • 11.6.1 Brazil - Market size and forecast 2024-2029
  • 11.6.2 Argentina - Market size and forecast 2024-2029
  • 11.6.3 Colombia - Market size and forecast 2024-2029
• 11.7 Middle East and Africa - Market size and forecast 2024-2029
  • 11.7.1 Saudi Arabia - Market size and forecast 2024-2029
  • 11.7.2 UAE - Market size and forecast 2024-2029
  • 11.7.3 South Africa - Market size and forecast 2024-2029
  • 11.7.4 Israel - Market size and forecast 2024-2029
  • 11.7.5 Turkey - Market size and forecast 2024-2029
• 11.8 Market opportunity by geography
  • Market opportunity by geography ($ million)
  • Data Tables on Market opportunity by geography ($ million)

12 Drivers, Challenges, and Opportunity

• 12.1 Market drivers
  • Escalating demand for generative artificial intelligence and machine learning
  • Expansion of cloud computing and data center infrastructure
  • Increasing integration of artificial intelligence in automotive sector
• 12.2 Market challenges
  • Geopolitical tensions and profound supply chain disruptions
  • Manufacturing scalability and advanced technology bottlenecks
  • Exponential demand driven by increasing AI model complexity
• 12.3 Impact of drivers and challenges
  • Impact of drivers and challenges in 2024 and 2029
• 12.4 Market opportunities
  • Accelerated innovation and specialization in AI GPU architecture
  • Surge in global investment and strategic government initiatives
  • Market expansion and diversification beyond traditional data centers

13 Competitive Landscape

• 13.1 Overview
• 13.2 Competitive Landscape
  • Overview on criticality of inputs and factors of differentiation
• 13.3 Landscape disruption
  • Overview on factors of disruption
• 13.4 Industry risks
  • Impact of key risks on business

14 Competitive Analysis

• 14.1 Companies profiled
  • Companies covered
• 14.2 Company ranking index
  • Company ranking index
• 14.3 Market positioning of companies
  • Matrix on companies position and classification
• 14.4 Advanced Micro Devices Inc.
  • Advanced Micro Devices Inc. - Overview
  • Advanced Micro Devices Inc. - Business segments
  • Advanced Micro Devices Inc. - Key news
  • Advanced Micro Devices Inc. - Key offerings
  • Advanced Micro Devices Inc. - Segment focus
  • SWOT
• 14.5 Amazon Web Services Inc.
  • Amazon Web Services Inc. - Overview
  • Amazon Web Services Inc. - Product / Service
  • Amazon Web Services Inc. - Key news
  • Amazon Web Services Inc. - Key offerings
  • SWOT
• 14.6 Apple Inc.
  • Apple Inc. - Overview
  • Apple Inc. - Business segments
  • Apple Inc. - Key news
  • Apple Inc. - Key offerings
  • Apple Inc. - Segment focus
  • SWOT
• 14.7 Arm Ltd.
  • Arm Ltd. - Overview
  • Arm Ltd. - Product / Service
  • Arm Ltd. - Key offerings
  • SWOT
• 14.8 Cerebras Systems Inc.
  • Cerebras Systems Inc. - Overview
  • Cerebras Systems Inc. - Product / Service
  • Cerebras Systems Inc. - Key offerings
  • SWOT
• 14.9 Google LLC
  • Google LLC - Overview
  • Google LLC - Product / Service
  • Google LLC - Key offerings
  • SWOT
• 14.10 Groq Inc.
  • Groq Inc. - Overview
  • Groq Inc. - Product / Service
  • Groq Inc. - Key offerings
  • SWOT
• 14.11 Huawei Technologies Co. Ltd.
  • Huawei Technologies Co. Ltd. - Overview
  • Huawei Technologies Co. Ltd. - Product / Service
  • Huawei Technologies Co. Ltd. - Key news
  • Huawei Technologies Co. Ltd. - Key offerings
  • SWOT
• 14.12 Intel Corp.
  • Intel Corp. - Overview
  • Intel Corp. - Business segments
  • Intel Corp. - Key news
  • Intel Corp. - Key offerings
  • Intel Corp. - Segment focus
  • SWOT
• 14.13 IBM Corp.
  • IBM Corp. - Overview
  • IBM Corp. - Business segments
  • IBM Corp. - Key news
  • IBM Corp. - Key offerings
  • IBM Corp. - Segment focus
  • SWOT
• 14.14 NVIDIA Corp.
  • NVIDIA Corp. - Overview
  • NVIDIA Corp. - Business segments
  • NVIDIA Corp. - Key news
  • NVIDIA Corp. - Key offerings
  • NVIDIA Corp. - Segment focus
  • SWOT
• 14.15 Qualcomm Inc.
  • Qualcomm Inc. - Overview
  • Qualcomm Inc. - Business segments
  • Qualcomm Inc. - Key news
  • Qualcomm Inc. - Key offerings
  • Qualcomm Inc. - Segment focus
  • SWOT
• 14.16 SambaNova Systems Inc.
  • SambaNova Systems Inc. - Overview
  • SambaNova Systems Inc. - Product / Service
  • SambaNova Systems Inc. - Key offerings
  • SWOT
• 14.17 Samsung Electronics Co. Ltd.
  • Samsung Electronics Co. Ltd. - Overview
  • Samsung Electronics Co. Ltd. - Business segments
  • Samsung Electronics Co. Ltd. - Key news
  • Samsung Electronics Co. Ltd. - Key offerings
  • Samsung Electronics Co. Ltd. - Segment focus
  • SWOT
• 14.18 Taiwan Semiconductor Co. Ltd.
  • Taiwan Semiconductor Co. Ltd. - Overview
  • Taiwan Semiconductor Co. Ltd. - Product / Service
  • Taiwan Semiconductor Co. Ltd. - Key news
  • Taiwan Semiconductor Co. Ltd. - Key offerings
  • SWOT

15 Appendix

• 15.1 Scope of the report
  • Market definition
  • Objectives
  • Notes and caveats
• 15.2 Inclusions and exclusions checklist
  • Inclusions checklist
  • Exclusions checklist
• 15.3 Currency conversion rates for US$
  • Currency conversion rates for US$
• 15.4 Research methodology
  • Research methodology
• 15.5 Data procurement
  • Information sources
• 15.6 Data validation
  • Data validation
• 15.7 Validation techniques employed for market sizing
  • Validation techniques employed for market sizing
• 15.8 Data synthesis
  • Data synthesis
• 15.9 360 degree market analysis
  • 360 degree market analysis
• 15.10 List of abbreviations
  • List of abbreviations