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市場調查報告書
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1680212

AI PC處理器市場報告:2031年趨勢、預測與競爭分析

AI PC Processor Market Report: Trends, Forecast and Competitive Analysis to 2031

出版日期: | 出版商: Lucintel | 英文 150 Pages | 商品交期: 3個工作天內

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簡介目錄

全球人工智慧 PC 處理器市場前景光明,桌上型電腦和筆記型電腦市場充滿機會。預計全球AI PC處理器市場在2025年至2031年間的複合年成長率為6.7%。該市場的主要驅動力是機器學習和資料分析等應用對AI的需求不斷成長、需要強大AI處理器的雲端基礎的服務的成長,以及處理器效率和容量的持續改進。

  • 根據 Lucintel 的預測,基於類型,整合 NPU 部分預計在預測期內實現高速成長。
  • 從應用程式來看,桌上型電腦預計將出現強勁成長。
  • 根據地區來看,預計亞太地區將在預測期內實現最高成長。

AI PC處理器市場的策略性成長機會

AI PC處理器市場為各種應用提供了多種策略成長機會。這些機會正在推動創新並擴大市場潛力。

  • 擴展到資料中心:人工智慧處理器擴大被資料中心採用,以處理大規模人工智慧和機器學習工作負載。這一擴張支持了對雲端基礎的人工智慧服務和巨量資料分析日益成長的需求。
  • 邊緣運算應用的成長:邊緣運算的興起為用於處理現場資料的人工智慧處理器創造了機會。這種成長將透過實現即時分析和決策使汽車、醫療保健和製造等行業受益。
  • 消費性電子產品的進步:人工智慧處理器正在被整合到智慧型手機和智慧家居設備等消費性電子產品中。這項進步將增強語音辨識、影像處理和個人化使用者體驗等功能。
  • 為自主系統開發人工智慧:為自主系統(如自動駕駛汽車和無人機)開發人工智慧處理器有著巨大的機會。這些處理器對於自主應用中的即時處理和決策至關重要。
  • 投資人工智慧研發:投資人工智慧處理器的研發為創新和差異化提供了機會。專注於開發尖端技術和架構的公司將能夠獲得市場佔有率並推動行業進步。

這些成長機會正在透過推動創新和擴大應用來塑造AI PC處理器市場。對資料中心、邊緣運算、消費性電子產品、自主系統和研發的關注正在刺激市場擴張和技術進步。

AI PC處理器市場促進因素與挑戰

AI PC處理器市場受到各種促進因素​​和挑戰的影響,這些因素和挑戰正在塑造其成長和發展。這些因素包括技術進步、經濟狀況和監管考慮。

AI PC處理器市場受以下因素驅動:

  • 技術進步:半導體技術和AI演算法的不斷創新,正在推動更強大、更有效率的AI處理器的發展。這項進步支持了各行各業對人工智慧應用日益成長的需求。
  • 對人工智慧應用的需求不斷成長:醫療保健、金融和汽車等領域對人工智慧的應用日益增多,推動了對先進人工智慧處理器的需求。這種需求正在推動人工智慧處理器技術的投資和發展。
  • 雲端運算的成長:雲端運算服務的擴展正在推動資料中心對人工智慧處理器的需求。這種成長凸顯了對可擴展且高效的人工智慧處理能力的需求。
  • 邊緣運算的興起:向邊緣運算的轉變正在推動對能夠在邊緣進行即時處理和決策的人工智慧處理器的需求。這一趨勢支持物聯網、自動駕駛汽車和智慧城市等應用。
  • 人工智慧研發投資:人工智慧研發投資的增加正在推動人工智慧處理器的創新。公司正在開發新技術和架構以滿足不斷發展的人工智慧需求並保持競爭優勢。

AI PC處理器市場的挑戰是:

  • 開發成本高:開發先進的人工智慧處理器需要大量的研究、設計和製造成本。這些高成本可能會對一些公司造成障礙並限制其進入市場。
  • 技術創新快速:人工智慧和半導體產業技術進步的步伐快速,導致產品生命週期縮短,需要持續創新。公司必須適應這些變化才能保持競爭力。
  • 供應鏈中斷:AI處理器市場受到全球供應鏈中斷的影響,包括關鍵零件和材料短缺。這些中斷可能會影響生產計劃和成本結構。

影響AI PC處理器市場的關鍵促進因素和挑戰正在塑造其成長和發展。雖然技術進步和不斷成長的需求正在推動進步,但高昂的開發成本、快速的變化和供應鏈問題帶來了重大挑戰。

目錄

第1章執行摘要

第2章全球AI PC 處理器市場:市場動態

  • 簡介、背景和分類
  • 供應鏈
  • 產業驅動力與挑戰

第3章市場趨勢與預測分析(2019-2031)

  • 宏觀經濟趨勢(2019-2024)及預測(2025-2031)
  • 全球AI PC處理器市場趨勢(2019-2024)及預測(2025-2031)
  • 全球AI PC處理器市場類型
    • 整合NPU
    • 非整合NPU
  • 全球人工智慧PC處理器市場(按應用)
    • 桌上型電腦
    • 筆記型電腦

第4章區域市場趨勢與預測分析(2019-2031)

  • 全球人工智慧PC處理器市場(按地區)
  • 北美AI PC處理器市場
  • 歐洲AI PC處理器市場
  • 亞太地區AI PC處理器市場
  • 世界其他地區的AI PC處理器市場

第5章 競爭分析

  • 產品系列分析
  • 營運整合
  • 波特五力分析

第6章 成長機會與策略分析

  • 成長機會分析
    • 全球人工智慧 PC 處理器市場成長機會(按類型)
    • 全球人工智慧PC處理器市場成長機會(按應用)
    • 全球人工智慧 PC 處理器市場各區域成長機會
  • 全球AI PC處理器市場的新趨勢
  • 戰略分析
    • 新產品開發
    • 全球AI PC處理器市場產能擴張
    • 全球AI PC處理器市場的併購與合資企業
    • 認證和許可

第7章主要企業簡介

  • NVIDIA
  • AMD
  • Qualcomm
  • Apple
  • Intel
簡介目錄

The future of the global AI PC processor market looks promising with opportunities in the desktop computer and laptop computer markets. The global AI PC processor market is expected to grow with a CAGR of 6.7% from 2025 to 2031. The major drivers for this market are rising demand for AI in applications like machine learning and data analysis, growth in cloud-based services requiring powerful AI processors, and ongoing improvements in processor efficiency and capability.

  • Lucintel forecasts that, within the type category, the integrated NPU segment is expected to witness higher growth over the forecast period.
  • Within the application category, a desktop computer is expected to witness higher growth.
  • In terms of regions, APAC is expected to witness the highest growth over the forecast period.

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Emerging Trends in the AI PC Processor Market

The AI PC processor market is evolving with several key trends shaping its future. These trends reflect the growing complexity of AI applications and the need for more specialized hardware.

  • Increasing Integration of AI and GPU Technologies: AI processors are increasingly incorporating GPU technologies to handle parallel processing and complex AI algorithms more efficiently. This integration improves performance for tasks like deep learning and data analytics.
  • Development of Specialized AI Cores: New processors are being designed with specialized AI cores optimized for specific types of AI workloads. These cores enhance performance and efficiency for tasks such as image recognition and natural language processing.
  • Growth of Edge AI Processing: There is a shift toward deploying AI processors at the edge, closer to data sources. This trend supports real-time processing and reduces latency, benefiting applications in autonomous vehicles and smart cities.
  • Enhanced Focus on Energy Efficiency: As AI processing demands increase, there is a stronger emphasis on developing energy-efficient processors. This focus aims to reduce operational costs and address environmental concerns associated with high-power AI computing.
  • Expansion of AI Processor Ecosystems: The market is seeing growth in AI processor ecosystems, including software and development tools. These ecosystems support developers and businesses in creating and optimizing AI applications, facilitating broader adoption.

These trends are reshaping the AI PC processor market by driving innovation and addressing specific needs in AI computing. The focus on efficiency, specialization, and ecosystem support is enabling more advanced and widespread use of AI technologies.

Recent Developments in the AI PC Processor Market

The AI PC processor market is evolving rapidly with new advancements that are enhancing performance and expanding applications. Recent developments include technological breakthroughs and strategic initiatives by key players.

  • Development of High-Performance AI Chips: Major tech companies are releasing AI processors with higher performance capabilities, including improved neural network processing units. These chips are designed to handle more complex AI tasks with greater speed and efficiency.
  • Introduction of AI-Optimized Architectures: New processor architectures are being introduced that are specifically optimized for AI workloads. These architectures provide better parallel processing and higher throughput, catering to the growing demand for AI applications.
  • Advancements in Quantum Computing Integration: Some AI processors are being developed with quantum computing capabilities. This integration aims to enhance computational power and solve problems that are currently beyond the reach of classical computing.
  • Increased Focus on AI in Mobile Devices: AI processors are being integrated into mobile devices to support advanced features such as augmented reality and real-time language translation. This trend is driving innovation in mobile technology and user experiences.
  • Expansion of AI Processor Ecosystems: Companies are developing comprehensive ecosystems around their AI processors, including software, development kits, and support services. This expansion aims to accelerate the adoption and deployment of AI technologies across various sectors.

These developments are driving significant advancements in the AI PC processor market, enhancing capabilities, and expanding applications. The focus on performance, integration, and ecosystem support is shaping the future of AI technology.

Strategic Growth Opportunities for the AI PC Processor Market

The AI PC processor market offers several strategic growth opportunities across various applications. These opportunities are driving innovation and expanding the market potential.

  • Expansion into Data Centers: AI processors are increasingly being adopted in data centers to handle large-scale AI and machine learning workloads. This expansion supports the growing demand for cloud-based AI services and big data analytics.
  • Growth in Edge Computing Applications: The rise of edge computing is creating opportunities for AI processors designed for on-site data processing. This growth benefits industries such as automotive, healthcare, and manufacturing by enabling real-time analytics and decision-making.
  • Advancement in Consumer Electronics: AI processors are being integrated into consumer electronics like smartphones and smart home devices. This advancement enhances features such as voice recognition, image processing, and personalized user experiences.
  • Development of AI for Autonomous Systems: There is a significant opportunity in developing AI processors for autonomous systems, including self-driving cars and drones. These processors are critical for real-time processing and decision-making in autonomous applications.
  • Investment in AI Research and Development: Investing in R&D for AI processors presents opportunities for innovation and differentiation. Companies focusing on developing cutting-edge technologies and architectures can capture market share and drive industry advancements.

These growth opportunities are shaping the AI PC processor market by driving innovation and expanding applications. The focus on data centers, edge computing, consumer electronics, autonomous systems, and R&D is fueling market expansion and technological progress.

AI PC Processor Market Driver and Challenges

The AI PC processor market is influenced by various drivers and challenges that shape its growth and development. These factors include technological advancements, economic conditions, and regulatory considerations.

The factors responsible for driving the AI PC processor market include:

  • Technological Advancements: Ongoing innovations in semiconductor technology and AI algorithms are driving the development of more powerful and efficient AI processors. This advancement supports the growing demand for AI applications across various industries.
  • Increased Demand for AI Applications: The rise in AI adoption across sectors such as healthcare, finance, and automotive is fueling the need for advanced AI processors. This demand drives investment and development in AI processor technologies.
  • Growth of Cloud Computing: The expansion of cloud computing services is creating a higher demand for AI processors in data centers. This growth supports the need for scalable and efficient AI processing capabilities.
  • Rise of Edge Computing: The shift toward edge computing is driving demand for AI processors capable of real-time processing and decision-making at the edge. This trend supports applications in IoT, autonomous vehicles, and smart cities.
  • Investment in AI Research and Development: Increased investment in AI R&D is promoting innovation in AI processors. Companies are developing new technologies and architectures to address evolving AI needs and maintain competitive advantages.

Challenges in the AI PC processor market are:

  • High Development Costs: Developing advanced AI processors involves significant costs related to research, design, and manufacturing. These high costs can be a barrier for some companies and limit market entry.
  • Rapid Technological Changes: The fast pace of technological advancements in AI and semiconductor industries can lead to shorter product lifecycles and the need for continuous innovation. Companies must keep up with these changes to remain competitive.
  • Supply Chain Disruptions: The AI processor market is affected by global supply chain disruptions, including shortages of critical components and materials. These disruptions can impact production schedules and cost structures.

The major drivers and challenges impacting the AI PC processor market are shaping its growth and development. Technological advancements and increasing demand are driving progress, while high development costs, rapid changes, and supply chain issues present significant challenges.

List of AI PC Processor Companies

Companies in the market compete based on product quality offered. Major players in this market focus on expanding their manufacturing facilities, R&D investments, infrastructural development, and leverage integration opportunities across the value chain. Through these strategies, AI PC processor companies cater to increasing demand, ensure competitive effectiveness, develop innovative products & technologies, reduce production costs, and expand their customer base. Some of the AI PC processor companies profiled in this report include-

  • NVIDIA
  • AMD
  • Qualcomm
  • Apple
  • Intel

AI PC Processor by Segment

The study includes a forecast for the global AI PC processor market by type, application, and region.

AI PC Processor Market by Type [Analysis by Value from 2019 to 2031]:

  • Integrated NPU
  • No Integrated NPU

AI PC Processor Market by Application [Analysis by Value from 2019 to 2031]:

  • Desktop Computer
  • Laptop Computer

AI PC Processor Market by Region [Analysis by Value from 2019 to 2031]:

  • North America
  • Europe
  • Asia Pacific
  • The Rest of the World

Country Wise Outlook for the AI PC Processor Market

Major players in the market are expanding their operations and forming strategic partnerships to strengthen their positions. The below image highlights recent developments by major AI PC processor producers in key regions: the USA, China, India, Japan, and Germany.

  • United States: The U.S. has seen major advancements with companies like NVIDIA and Intel releasing new AI-centric processors, enhancing capabilities for data centers and AI applications. These developments focus on integrating more powerful GPUs and specialized AI cores to handle complex workloads.
  • China: China is rapidly advancing with local firms such as Huawei and Baidu launching new AI processors. These processors are designed to boost AI performance for various applications, including cloud computing and smart devices, and reduce dependency on foreign technology.
  • Germany: Germany is focusing on developing AI processors that cater to industrial applications. German companies are integrating AI processors with edge computing technologies to improve manufacturing efficiency and automation, emphasizing precision and real-time processing.
  • India: India is making strides with startups and tech giants developing AI processors to support its growing tech ecosystem. Recent developments include processors designed for mobile and embedded applications, aiming to enhance local AI capabilities and support smart city initiatives.
  • Japan: Japan is advancing its AI processor technology with a focus on robotics and consumer electronics. Japanese firms are working on processors that offer high energy efficiency and integration with AI-driven robotics for applications in manufacturing and daily life.

Features of the Global AI PC Processor Market

Market Size Estimates: AI PC processor market size estimation in terms of value ($B).

Trend and Forecast Analysis: Market trends (2019 to 2024) and forecasts (2025 to 2031) by various segments and regions.

Segmentation Analysis: AI PC processor market size by type, application, and region in terms of value ($B).

Regional Analysis: AI PC processor market breakdown by North America, Europe, Asia Pacific, and Rest of the World.

Growth Opportunities: Analysis of growth opportunities in different types, applications, and regions for the AI PC processor market.

Strategic Analysis: This includes M&A, new product development, and the competitive landscape of the AI PC processor market.

Analysis of competitive intensity of the industry based on Porter's Five Forces model.

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This report answers the following 11 key questions:

  • Q.1. What are some of the most promising, high-growth opportunities for the AI PC processor market by type (integrated NPU and no integrated NPU), application (desktop computer and laptop computer), and region (North America, Europe, Asia Pacific, and the Rest of the World)?
  • Q.2. Which segments will grow at a faster pace and why?
  • Q.3. Which region will grow at a faster pace and why?
  • Q.4. What are the key factors affecting market dynamics? What are the key challenges and business risks in this market?
  • Q.5. What are the business risks and competitive threats in this market?
  • Q.6. What are the emerging trends in this market and the reasons behind them?
  • Q.7. What are some of the changing demands of customers in the market?
  • Q.8. What are the new developments in the market? Which companies are leading these developments?
  • Q.9. Who are the major players in this market? What strategic initiatives are key players pursuing for business growth?
  • Q.10. What are some of the competing products in this market and how big of a threat do they pose for loss of market share by material or product substitution?
  • Q.11. What M&A activity has occurred in the last 5 years and what has its impact been on the industry?

Table of Contents

1. Executive Summary

2. Global AI PC Processor Market : Market Dynamics

  • 2.1: Introduction, Background, and Classifications
  • 2.2: Supply Chain
  • 2.3: Industry Drivers and Challenges

3. Market Trends and Forecast Analysis from 2019 to 2031

  • 3.1. Macroeconomic Trends (2019-2024) and Forecast (2025-2031)
  • 3.2. Global AI PC Processor Market Trends (2019-2024) and Forecast (2025-2031)
  • 3.3: Global AI PC Processor Market by Type
    • 3.3.1: Integrated NPU
    • 3.3.2: No Integrated NPU
  • 3.4: Global AI PC Processor Market by Application
    • 3.4.1: Desktop Computer
    • 3.4.2: Laptop Computer

4. Market Trends and Forecast Analysis by Region from 2019 to 2031

  • 4.1: Global AI PC Processor Market by Region
  • 4.2: North American AI PC Processor Market
    • 4.2.1: North American AI PC Processor Market by Type: Integrated NPU and No Integrated NPU
    • 4.2.2: North American AI PC Processor Market by Application: Desktop Computer and Laptop Computer
  • 4.3: European AI PC Processor Market
    • 4.3.1: European AI PC Processor Market by Type: Integrated NPU and No Integrated NPU
    • 4.3.2: European AI PC Processor Market by Application: Desktop Computer and Laptop Computer
  • 4.4: APAC AI PC Processor Market
    • 4.4.1: APAC AI PC Processor Market by Type: Integrated NPU and No Integrated NPU
    • 4.4.2: APAC AI PC Processor Market by Application: Desktop Computer and Laptop Computer
  • 4.5: ROW AI PC Processor Market
    • 4.5.1: ROW AI PC Processor Market by Type: Integrated NPU and No Integrated NPU
    • 4.5.2: ROW AI PC Processor Market by Application: Desktop Computer and Laptop Computer

5. Competitor Analysis

  • 5.1: Product Portfolio Analysis
  • 5.2: Operational Integration
  • 5.3: Porter's Five Forces Analysis

6. Growth Opportunities and Strategic Analysis

  • 6.1: Growth Opportunity Analysis
    • 6.1.1: Growth Opportunities for the Global AI PC Processor Market by Type
    • 6.1.2: Growth Opportunities for the Global AI PC Processor Market by Application
    • 6.1.3: Growth Opportunities for the Global AI PC Processor Market by Region
  • 6.2: Emerging Trends in the Global AI PC Processor Market
  • 6.3: Strategic Analysis
    • 6.3.1: New Product Development
    • 6.3.2: Capacity Expansion of the Global AI PC Processor Market
    • 6.3.3: Mergers, Acquisitions, and Joint Ventures in the Global AI PC Processor Market
    • 6.3.4: Certification and Licensing

7. Company Profiles of Leading Players

  • 7.1: NVIDIA
  • 7.2: AMD
  • 7.3: Qualcomm
  • 7.4: Apple
  • 7.5: Intel