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市場調查報告書
商品編碼
1947502

人工智慧晶片市場:依晶片類型、功能、處理類型、應用和最終用途劃分-全球預測至2036年

AI Chip Market by Chip Type, Function, Processing Type, Application, and End-use -- Global Forecast to 2036

出版日期: | 出版商: Meticulous Research | 英文 298 Pages | 商品交期: 5-7個工作天內

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簡介目錄

全球人工智慧晶片市場預計將以22.6%的複合年增長率成長,從2026年的876億美元成長到2036年的約6702億美元。

本報告對全球五大主要區域的人工智慧晶片市場進行了詳細分析,重點關注當前市場趨勢、市場規模、近期發展以及至2036年的預測。透過廣泛的二級和一級研究以及對市場情景的深入分析,我們對關鍵產業驅動因素、限制因素、機會和挑戰進行了影響分析。

推動人工智慧晶片市場成長的關鍵因素包括生成式人工智慧應用的爆炸性成長、跨行業智慧系統的快速普及以及對專用運算硬體需求的不斷增長。 此外,邊緣運算計畫的快速擴張、對自動駕駛汽車日益增長的需求、資料中心基礎設施的擴展以及數位轉型計畫預計將為人工智慧晶片市場的企業創造巨大的成長機會。

市場區隔

目錄

第一章:引言

第二章:摘要整理

第三章:市場概覽

  • 市場動態
    • 驅動因素
    • 限制因素
    • 機遇
    • 挑戰
  • 生成式人工智慧和邊緣運算對人工智慧晶片的影響
  • 監管環境與半導體貿易政策
  • 波特五力分析

第四章 全球人工智慧晶片市場(依晶片類型劃分)

  • 圖形處理器 (GPU)
  • 中央處理器 (CPU)
  • 專用積體電路 (ASIC)
  • 張量處理器 (TPU)
  • 現場可程式閘陣列 (FPGA)
  • 神經處理器 (NPU)
  • 其他(神經形態晶片、光子處理器)

第五章:全球人工智慧晶片市場(依功能劃分)

  • 訓練
  • 推理

第六章:全球人工智慧晶片市場(依處理類型劃分)

  • 雲端/資料中心
  • 邊緣運算

第七章:全球人工智慧晶片市場(依最終用途劃分)

  • 資料中心與雲端運算
  • 自動駕駛汽車和ADAS
  • 消費性電子產品(智慧型手機、個人電腦、穿戴式裝置)
  • 工業物聯網與機器人
  • 醫療保健和醫學影像
  • 自然語言處理與生成式人工智慧
  • 其他(智慧城市、監控與遊戲)

第八章 全球人工智慧晶片市場(依最終用途劃分)

  • 資料中心與雲端運算
  • 汽車
  • 消費性電子產品
  • 工業
  • 醫療保健
  • 電信
  • 其他(航空航太與國防、金融服務)

第九章 全球人工智慧晶片市場(依地區劃分)

  • 北美
    • 美國美國
    • 加拿大
  • 歐洲
    • 德國
    • 法國
    • 英國
    • 義大利
    • 西班牙
    • 荷蘭
    • 歐洲其他國家
  • 亞太地區
    • 中國
    • 印度
    • 日本
    • 韓國
    • 台灣
    • 東南亞
    • 澳大利亞
    • 亞太其他國家
  • 拉丁美洲
    • 巴西
    • 墨西哥 拉丁美洲其他國家
  • 中東和非洲
    • 沙烏地阿拉伯
    • 阿拉伯聯合大公國
    • 南非
    • 中東和非洲其他國家

第十章 競爭概論

  • 關鍵成長策略
  • 競爭基準分析
  • 競爭概覽
    • 行業領導者
    • 市場差異化因素
    • 先鋒企業
    • 新興企業
  • 主要企業市場排名/定位分析(2025 年)

第11章 企業簡介(製造商及提供業者)

  • NVIDIA Corporation
  • Intel Corporation
  • Advanced Micro Devices Inc.(AMD)
  • Qualcomm Technologies Inc.
  • Google LLC(Alphabet Inc.)
  • Apple Inc.
  • Microsoft Corporation
  • Amazon Web Services Inc.
  • Broadcom Inc.
  • Samsung Electronics Co., Ltd.
  • Taiwan Semiconductor Manufacturing Company(TSMC)
  • Cerebras Systems
  • Groq Inc.
  • Tenstorrent
  • SambaNova Systems
  • Graphcore
  • Hailo
  • Habana Labs(Intel)
  • Biren Technology
  • Cambricon Technologies

第12章 附錄

簡介目錄
Product Code: MRSE - 1041761

AI Chip Market by Chip Type (GPU, CPU, ASIC, TPU, FPGA, NPU), Function (Training, Inference), Processing Type (Cloud/Data Center, Edge), Application (Data Centers, Autonomous Vehicles, Consumer Electronics, Industrial IoT, Healthcare), and End-use (Data Centers & Cloud, Automotive, Consumer Electronics, Industrial, Healthcare, Telecommunications) - Global Forecast to 2036

According to the research report titled, 'AI Chip Market by Chip Type (GPU, CPU, ASIC, TPU, FPGA, NPU), Function (Training, Inference), Processing Type (Cloud/Data Center, Edge), Application (Data Centers, Autonomous Vehicles, Consumer Electronics, Industrial IoT, Healthcare), and End-use (Data Centers & Cloud, Automotive, Consumer Electronics, Industrial, Healthcare, Telecommunications) - Global Forecast to 2036,' the global AI chip market is expected to reach approximately USD 670.2 billion by 2036 from USD 87.6 billion in 2026, at a CAGR of 22.6% during the forecast period (2026-2036).

The report provides an in-depth analysis of the global AI chip market across five major regions, emphasizing the current market trends, market sizes, recent developments, and forecasts till 2036. Following extensive secondary and primary research and an in-depth analysis of the market scenario, the report conducts the impact analysis of the key industry drivers, restraints, opportunities, and challenges.

The major factors driving the growth of the AI chip market include the explosive expansion of generative AI applications, rapid deployment of intelligent systems across industries, and increasing need for specialized computational hardware. Additionally, the rapid expansion of edge computing initiatives, growing demand for autonomous vehicles, expansion of data center infrastructure, and digital transformation initiatives are expected to create significant growth opportunities for players operating in the AI chip market.

Market Segmentation

The AI chip market is segmented by chip type (GPU, CPU, ASIC, TPU, FPGA, NPU), function (training, inference), processing type (cloud/data center, edge), application (data centers, autonomous vehicles, consumer electronics, industrial IoT, healthcare), end-use (data centers & cloud, automotive, consumer electronics, industrial, healthcare, telecommunications), and geography. The study also evaluates industry competitors and analyzes the market at the country level.

Based on Chip Type

By chip type, the GPU segment holds the largest market share in 2026, primarily attributed to their versatile use in supporting large-scale training workloads, inference operations, and deep learning applications with modern data center environments. These processors offer the most comprehensive way to ensure high-performance AI processing across diverse applications. However, the ASIC and TPU segments are expected to grow at a rapid CAGR during the forecast period, driven by the growing need for specialized hardware optimization, reduced power consumption, and enhanced performance efficiency. The ability to provide application-specific acceleration makes these chips highly attractive for modern AI infrastructure. CPU, FPGA, and NPU represent significant segments for specialized applications.

Based on Function

By function, the inference segment holds the largest share of the overall market in 2026, primarily due to the widespread deployment of pre-trained models in production environments and the rigorous performance requirements for real-time decision-making. The training segment is expected to witness the fastest growth during the forecast period, driven by the shift toward large language models and the complexity of advanced AI algorithms. Both segments represent distinct requirements for computational architecture and power efficiency.

Based on Processing Type

By processing type, the cloud/data center segment holds the largest share of the overall market in 2026, driven by the need for centralized high-performance computing infrastructure and large-scale model training. Edge processing represents a growing segment as organizations increasingly implement distributed AI solutions to reduce latency and improve real-time responsiveness. Both segments require specialized chip architectures optimized for their respective deployment environments.

Geographic Analysis

An in-depth geographic analysis of the industry provides detailed qualitative and quantitative insights into the five major regions (North America, Europe, Asia-Pacific, Latin America, and the Middle East & Africa) and the coverage of major countries in each region. In 2026, North America dominates the global AI chip market with the largest market share, primarily attributed to massive investments in data center infrastructure and the presence of leading technology companies in the United States and Canada. Asia-Pacific is expected to witness the fastest growth during the forecast period, supported by advanced semiconductor manufacturing capabilities and rapid adoption of AI technologies in China, South Korea, and Taiwan. Europe, Latin America, and the Middle East & Africa represent emerging markets with growing AI infrastructure investments and increasing demand for specialized computing hardware.

Key Players

The key players operating in the global AI chip market are NVIDIA Corporation (U.S.), Intel Corporation (U.S.), Advanced Micro Devices Inc. (U.S.), Broadcom Inc. (U.S.), Qualcomm Incorporated (U.S.), Apple Inc. (U.S.), Google LLC (U.S.), Amazon.com Inc. (U.S.), Meta Platforms Inc. (U.S.), and various other regional and emerging manufacturers, among others.

Key Questions Answered in the Report-

  • What is the current revenue generated by the AI chip market globally?
  • At what rate is the global AI chip market demand projected to grow for the next 7-10 years?
  • What are the historical market sizes and growth rates of the global AI chip market?
  • What are the major factors impacting the growth of this market at the regional and country levels? What are the major opportunities for existing players and new entrants in the market?
  • Which segments in terms of chip type, function, and processing type are expected to create major traction for the service providers in this market?
  • What are the key geographical trends in this market? Which regions/countries are expected to offer significant growth opportunities for the companies operating in the global AI chip market?
  • Who are the major players in the global AI chip market? What are their specific service offerings in this market?
  • What are the recent strategic developments in the global AI chip market? What are the impacts of these strategic developments on the market?

Scope of the Report:

AI Chip Market Assessment -- by Chip Type

  • Graphics Processing Units (GPUs)
  • Central Processing Units (CPUs)
  • Application-Specific Integrated Circuits (ASICs)
  • Tensor Processing Units (TPUs)
  • Field-Programmable Gate Arrays (FPGAs)
  • Neural Processing Units (NPUs)

AI Chip Market Assessment -- by Function

  • Training
  • Inference

AI Chip Market Assessment -- by Processing Type

  • Cloud/Data Center
  • Edge

AI Chip Market Assessment -- by Application

  • Data Centers
  • Autonomous Vehicles
  • Consumer Electronics
  • Industrial IoT
  • Healthcare
  • Other Applications

AI Chip Market Assessment -- by End-use

  • Data Centers & Cloud
  • Automotive
  • Consumer Electronics
  • Industrial
  • Healthcare
  • Telecommunications
  • Other End-uses

AI Chip Market Assessment -- by Geography

  • North America
    • U.S.
    • Canada
  • Europe
    • Germany
    • France
    • UK
    • Italy
    • Spain
    • Rest of Europe
  • Asia-Pacific
    • China
    • India
    • Japan
    • South Korea
    • Taiwan
    • Rest of Asia-Pacific
  • Latin America
    • Brazil
    • Mexico
    • Argentina
    • Rest of Latin America
  • Middle East & Africa
    • Saudi Arabia
    • UAE
    • South Africa
    • Rest of Middle East & Africa

TABLE OF CONTENTS

1. Introduction

  • 1.1. Market Definition
  • 1.2. Market Scope
  • 1.3. Research Methodology
  • 1.4. Assumptions & Limitations

2. Executive Summary

3. Market Overview

  • 3.1. Introduction
  • 3.2. Market Dynamics
    • 3.2.1. Drivers
    • 3.2.2. Restraints
    • 3.2.3. Opportunities
    • 3.2.4. Challenges
  • 3.3. Impact of Generative AI and Edge Computing on AI Chips
  • 3.4. Regulatory Landscape & Semiconductor Trade Policies
  • 3.5. Porter's Five Forces Analysis

4. Global AI Chip Market, by Chip Type

  • 4.1. Introduction
  • 4.2. Graphics Processing Units (GPU)
  • 4.3. Central Processing Units (CPU)
  • 4.4. Application-Specific Integrated Circuits (ASIC)
  • 4.5. Tensor Processing Units (TPU)
  • 4.6. Field-Programmable Gate Arrays (FPGA)
  • 4.7. Neural Processing Units (NPU)
  • 4.8. Others (Neuromorphic Chips, Photonic Processors)

5. Global AI Chip Market, by Function

  • 5.1. Introduction
  • 5.2. Training
  • 5.3. Inference

6. Global AI Chip Market, by Processing Type

  • 6.1. Introduction
  • 6.2. Cloud/Data Center
  • 6.3. Edge

7. Global AI Chip Market, by Application

  • 7.1. Introduction
  • 7.2. Data Centers & Cloud Computing
  • 7.3. Autonomous Vehicles & ADAS
  • 7.4. Consumer Electronics (Smartphones, PCs, Wearables)
  • 7.5. Industrial IoT & Robotics
  • 7.6. Healthcare & Medical Imaging
  • 7.7. Natural Language Processing & Generative AI
  • 7.8. Others (Smart Cities, Surveillance, Gaming)

8. Global AI Chip Market, by End-use

  • 8.1. Introduction
  • 8.2. Data Centers & Cloud
  • 8.3. Automotive
  • 8.4. Consumer Electronics
  • 8.5. Industrial
  • 8.6. Healthcare
  • 8.7. Telecommunications
  • 8.8. Others (Aerospace & Defense, Financial Services)

9. Global AI Chip Market, by Region

  • 9.1. Introduction
  • 9.2. North America
    • 9.2.1. U.S.
    • 9.2.2. Canada
  • 9.3. Europe
    • 9.3.1. Germany
    • 9.3.2. France
    • 9.3.3. U.K.
    • 9.3.4. Italy
    • 9.3.5. Spain
    • 9.3.6. Netherlands
    • 9.3.7. Rest of Europe
  • 9.4. Asia-Pacific
    • 9.4.1. China
    • 9.4.2. India
    • 9.4.3. Japan
    • 9.4.4. South Korea
    • 9.4.5. Taiwan
    • 9.4.6. Southeast Asia
    • 9.4.7. Australia
    • 9.4.8. Rest of Asia-Pacific
  • 9.5. Latin America
    • 9.5.1. Brazil
    • 9.5.2. Mexico
    • 9.5.3. Rest of Latin America
  • 9.6. Middle East & Africa
    • 9.6.1. Saudi Arabia
    • 9.6.2. UAE
    • 9.6.3. South Africa
    • 9.6.4. Rest of Middle East & Africa

10. Competitive Landscape

  • 10.1. Overview
  • 10.2. Key Growth Strategies
  • 10.3. Competitive Benchmarking
  • 10.4. Competitive Dashboard
    • 10.4.1. Industry Leaders
    • 10.4.2. Market Differentiators
    • 10.4.3. Vanguards
    • 10.4.4. Emerging Companies
  • 10.5. Market Ranking / Positioning Analysis of Key Players, 2025

11. Company Profiles (Manufacturers & Providers)

  • 11.1. NVIDIA Corporation
  • 11.2. Intel Corporation
  • 11.3. Advanced Micro Devices Inc. (AMD)
  • 11.4. Qualcomm Technologies Inc.
  • 11.5. Google LLC (Alphabet Inc.)
  • 11.6. Apple Inc.
  • 11.7. Microsoft Corporation
  • 11.8. Amazon Web Services Inc.
  • 11.9. Broadcom Inc.
  • 11.10. Samsung Electronics Co., Ltd.
  • 11.11. Taiwan Semiconductor Manufacturing Company (TSMC)
  • 11.12. Cerebras Systems
  • 11.13. Groq Inc.
  • 11.14. Tenstorrent
  • 11.15. SambaNova Systems
  • 11.16. Graphcore
  • 11.17. Hailo
  • 11.18. Habana Labs (Intel)
  • 11.19. Biren Technology
  • 11.20. Cambricon Technologies

12. Appendix

  • 12.1. Questionnaire
  • 12.2. Related Reports