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市場調查報告書
商品編碼
1896165
人工智慧推理晶片市場預測至2032年:按晶片類型、部署方式、應用領域、最終用戶和地區分類的全球分析AI Inference Chips Market Forecasts to 2032 - Global Analysis By Chip Type, Deployment, Application, End User, and By Geography |
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根據 Stratistics MRC 的一項研究,預計到 2025 年,全球人工智慧推理晶片市場價值將達到 510 億美元,到 2032 年將達到 2,276 億美元,預測期內複合年成長率為 23.8%。
人工智慧推理晶片是專門設計的處理器,能夠高效運行訓練好的人工智慧模型,用於即時決策和資料處理。這些晶片針對低延遲、高吞吐量和高能源效率進行了最佳化,使其適用於邊緣設備、自主系統、智慧攝影機和資料中心。它們的日益普及正在推動醫療保健、汽車、零售和工業自動化等行業的可擴展人工智慧部署。
根據 LinkedIn 的趨勢,針對自動駕駛和智慧監控等即時任務進行推理最佳化的晶片的擴展,正在推動工業 4.0 各個領域的更廣泛應用。
快速部署邊緣人工智慧應用
邊緣人工智慧應用的快速部署推動了對推理晶片的需求,這些晶片能夠實現更靠近資料來源的低延遲處理。從智慧攝影機和工業IoT設備到自動駕駛汽車,邊緣人工智慧都需要專為即時決策而最佳化的專用晶片。這一趨勢降低了對雲端基礎設施的依賴,增強了隱私保護,並提高了回應速度。隨著各行業採用邊緣運算,推理晶片已成為可擴展、分散式人工智慧生態系統的關鍵基礎,從而推動了全球市場成長。
高昂的開發和檢驗成本
開發人工智慧推理晶片涉及複雜的架構、先進的封裝和嚴格的檢驗流程。高昂的研發成本,加上昂貴的製造和測試要求,構成了巨大的進入門檻。確保與各種人工智慧框架和工作負載的兼容性進一步增加了開發成本。這些資本密集要求使得中小企業難以與老牌半導體巨頭競爭。因此,儘管對人工智慧加速發展的需求日益成長,但高成本仍然是阻礙其廣泛應用的主要因素。
自主系統和智慧基礎設施的擴展
自主系統和智慧基礎設施的擴展為人工智慧推理晶片創造了巨大的發展機會。自動駕駛汽車、無人機和機器人依賴即時推理來實現導航、安全和決策。同樣,智慧城市和互聯基礎設施也需要能夠高效處理海量感測器資料的晶片。隨著政府和企業加大對自動化和數位轉型的投入,推理晶片有望在交通、能源和城市環境中實現智慧自適應系統,從而獲得顯著成長。
利用通用處理器提升人工智慧效能
通用處理器(包括CPU和GPU)的進步對專用推理晶片構成了威脅。隨著主流處理器整合AI加速功能,某些應用對專用推理硬體的需求下降。這種融合趨勢對推理晶片的差異化構成了挑戰,尤其是在對成本敏感的市場。如果通用處理器持續提升大規模AI效能,可能會削弱對小眾推理解決方案的需求,迫使專業供應商加快創新步伐以保持競爭力。
新冠疫情擾亂了半導體供應鏈,導致人工智慧推理晶片的生產延遲和成本上升。然而,疫情也加速了數位化進程,推動了對人工智慧醫療、遠端監控和自動化解決方案的需求。疫情期間,推理晶片在醫療成像、診斷支援和智慧設備領域獲得了廣泛應用。疫情後的復甦階段,企業加大了對彈性供應鏈和本地化製造的投資。疫情也凸顯了推理晶片在關鍵產業實現自適應資料驅動型解決方案的重要性。
預計在預測期內,圖形處理器(GPU)細分市場將佔據最大的市場佔有率。
由於其多功能性和平行處理能力,圖形處理器 (GPU) 預計將在預測期內佔據最大的市場佔有率。 GPU 可加速深度學習模型,對訓練和推理任務都至關重要。其在雲端、邊緣和企業環境中的可擴展性確保了其廣泛應用。隨著人工智慧應用在各行各業的擴展,GPU 將繼續成為推理運算的基礎,在預測期內保持最大的市場佔有率,並鞏固其作為人工智慧工作負載主要驅動力的地位。
預計在預測期內,雲端細分市場將實現最高的複合年成長率。
受人工智慧即服務(AIaaS)平台日益普及的推動,預計雲端細分市場在預測期內將實現最高成長率。企業越來越依賴雲端基礎架構來部署可擴展的推理工作負載,而無需投資昂貴的本地硬體。雲端服務供應商正在整合專用推理晶片,以提供更快、更有效率的人工智慧服務。對靈活且經濟高效的人工智慧解決方案日益成長的需求將推動雲端推理的成長,使其成為人工智慧推理晶片市場中成長最快的細分市場。
預計亞太地區將在整個預測期內保持最大的市場佔有率。這主要得益於該地區強大的半導體製造基礎,以及中國、日本、韓國和台灣地區人工智慧技術的快速發展。該地區正受益於對人工智慧驅動型產業(例如家電、汽車和智慧基礎設施)的大力投資。政府主導的各項措施以及不斷擴大的研發中心進一步鞏固了亞太地區的主導地位。隨著對邊緣人工智慧和雲端服務需求的成長,該地區正逐步成為推理晶片的重要中心。
在預測期內,北美地區預計將呈現最高的複合年成長率,這主要得益於人工智慧、雲端運算和國防領域的強勁需求。眾多大型科技公司和半導體創新企業的存在,推動了推理晶片的快速普及。政府對人工智慧研究的資助以及國內晶片製造舉措,也將進一步促進市場成長。隨著企業在醫療保健、金融和自動駕駛系統等領域擴大人工智慧的應用,北美有望成為人工智慧推理晶片市場成長最快的地區。
According to Stratistics MRC, the Global AI Inference Chips Market is accounted for $51.0 billion in 2025 and is expected to reach $227.6 billion by 2032 growing at a CAGR of 23.8% during the forecast period. AI Inference Chips are specialized processors designed to efficiently execute trained artificial intelligence models for real-time decision-making and data processing. These chips are optimized for low latency, high throughput, and energy efficiency, making them suitable for edge devices, autonomous systems, smart cameras, and data centers. Their growing adoption supports scalable AI deployment across industries such as healthcare, automotive, retail, and industrial automation.
According to LinkedIn trends, expansion of inference-optimized chips for real-time tasks like autonomous driving and smart surveillance is strengthening adoption across Industry 4.0 sectors.
Rapid deployment of edge AI applications
The rapid deployment of edge AI applications is fueling demand for inference chips that deliver low-latency processing closer to data sources. From smart cameras and industrial IoT devices to autonomous vehicles, edge AI requires specialized chips optimized for real-time decision-making. This trend reduces reliance on cloud infrastructure, enhances privacy, and improves responsiveness. As industries embrace edge computing, inference chips are becoming critical enablers of scalable, decentralized AI ecosystems, driving strong market growth worldwide.
High development and validation costs
Developing AI inference chips involves complex architectures, advanced packaging, and rigorous validation processes. High R&D costs, coupled with expensive fabrication and testing requirements, create significant barriers to entry. Ensuring compatibility with diverse AI frameworks and workloads further adds to development expenses. Smaller firms struggle to compete with established semiconductor giants due to these capital-intensive demands. As a result, high costs remain a key restraint, slowing broader adoption despite the growing need for AI acceleration.
Autonomous systems & smart infrastructure expansion
The expansion of autonomous systems and smart infrastructure presents major opportunities for AI inference chips. Self-driving cars, drones, and robotics rely on real-time inference for navigation, safety, and decision-making. Similarly, smart cities and connected infrastructure demand chips capable of processing massive sensor data streams efficiently. As governments and enterprises invest in automation and digital transformation, inference chips are positioned to capture significant growth, enabling intelligent, adaptive systems across transportation, energy, and urban environments.
General-purpose processors improving AI performance
Advances in general-purpose processors, including CPUs and GPUs, pose a threat to specialized inference chips. As mainstream processors integrate AI acceleration features, they reduce the need for dedicated inference hardware in certain applications. This convergence challenges the differentiation of inference chips, particularly in cost-sensitive markets. If general-purpose processors continue to improve AI performance at scale, they may erode demand for niche inference solutions, pressuring specialized vendors to innovate faster to maintain relevance.
The COVID-19 pandemic disrupted semiconductor supply chains, delaying production and increasing costs for AI inference chips. However, it also accelerated digital adoption, boosting demand for AI-powered healthcare, remote monitoring, and automation solutions. Inference chips gained traction in medical imaging, diagnostics, and smart devices during the crisis. Post-pandemic recovery reinforced investments in resilient supply chains and localized manufacturing. Ultimately, the pandemic highlighted the importance of inference chips in enabling adaptive, data-driven solutions across critical industries.
The GPUs segment is expected to be the largest during the forecast period
The GPUs segment is expected to account for the largest market share during the forecast period, owing to their versatility and parallel processing capabilities. GPUs accelerate deep learning models, making them indispensable for both training and inference tasks. Their scalability across cloud, edge, and enterprise environments ensures broad adoption. As AI applications expand across industries, GPUs remain the backbone of inference computing, securing the largest market share during the forecast period and reinforcing their role as the primary driver of AI workloads.
The cloud-based segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the cloud-based segment is predicted to witness the highest growth rate, reinforced by the growing adoption of AI-as-a-service platforms. Enterprises increasingly rely on cloud infrastructure to deploy scalable inference workloads without investing in costly on-premises hardware. Cloud providers are integrating specialized inference chips to deliver faster, more efficient AI services. As demand for flexible, cost-effective AI solutions rises, cloud-based inference is expected to lead growth, making it the fastest-expanding segment in the AI inference chips market.
During the forecast period, the Asia Pacific region is expected to hold the largest market share, ascribed to its strong semiconductor manufacturing base and rapid AI adoption in China, Japan, South Korea, and Taiwan. The region benefits from robust investments in AI-driven industries such as consumer electronics, automotive, and smart infrastructure. Government-backed initiatives and expanding R&D centers further strengthen Asia Pacific's leadership. With growing demand for edge AI and cloud services, the region is positioned as the dominant hub for inference chips.
Over the forecast period, the North America region is anticipated to exhibit the highest CAGR associated with strong demand from AI, cloud computing, and defense sectors. The presence of leading technology companies and semiconductor innovators drives rapid adoption of inference chips. Government funding for AI research and domestic chip manufacturing initiatives further accelerates growth. As enterprises scale AI deployments across healthcare, finance, and autonomous systems, North America is expected to emerge as the fastest-growing region in the AI inference chips market.
Key players in the market
Some of the key players in AI Inference Chips Market include Advanced Micro Devices (AMD), Intel Corporation, NVIDIA Corporation, Taiwan Semiconductor Manufacturing Company, Samsung Electronics, Marvell Technology Group, Broadcom Inc., Qualcomm Incorporated, Apple Inc., IBM Corporation, MediaTek Inc., Arm Holdings, ASE Technology Holding, Amkor Technology, Cadence Design Systems and Synopsys Inc.
In November 2025, NVIDIA Corporation reported record-breaking sales of its Blackwell GPU systems, with demand "off the charts" for AI inference workloads in data centers, positioning GPUs as the backbone of generative AI deployments.
In October 2025, Intel Corporation expanded its Gaudi AI accelerator line, integrating advanced inference capabilities to compete directly with NVIDIA in cloud and enterprise AI workloads.
In September 2025, AMD (Advanced Micro Devices) introduced new MI325X accelerators optimized for inference efficiency, targeting hyperscale cloud providers and enterprise AI applications.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.