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AI ASIC 市場展望：全球產業與技術分析 (2025)
市場調查報告書
商品編碼
1774040

AI ASIC 市場展望：全球產業與技術分析 (2025)

AI ASIC Market Outlook: 2025 Global Industry and Technology Analysis
出版日期: | 出版商: TrendForce | 英文 8 Pages | 商品交期: 最快1-2個工作天內

價格
簡介目錄

概述

AI ASIC 市場正在快速擴張，TPU 因其節能和可自訂性，正從內部使用轉向外部產品化。各大雲端運算和高科技公司正積極開發自有 ASIC，以降低成本和供應風險，推動 AI 硬體朝向高效能、低功耗和多樣化應用方向發展，成為繼 GPU 之後第二大加速器。

主要亮點

  • 隨著雲端服務需求的不斷成長以及 AI 模式規模的擴大，AI ASIC 市場正在快速成長。
  • TPU 在節能和垂直整合方面具有優勢，並且比高階 GPU 具有更優的成本結構和可自訂性。
  • 美國主要雲端服務供應商和主要高科技公司（特斯拉、OpenAI、蘋果）正在積極開發針對特定 AI 應用的自有 ASIC。
  • 自主研發 ASIC 可降低長期運算成本與供應鏈風險，進而提升競爭力。
  • AI ASIC 應用領域正從訓練和推理擴展到語音生成、即時翻譯、推薦系統和邊緣 AI，從而實現更廣泛的商業化和垂直市場滲透。
  • 晶片設計服務供應商正在支援產業發展，將 AI ASIC 定位為繼 GPU 之後的主要 AI 加速硬體。

目錄

第一章：雲端服務供應商 (CSP) 自研 ASIC 將推動 2026 年 AI 伺服器市場成長，博通等晶片製造商對 CoWoS 的需求不斷增長

  • 基於 ASIC 的 AI 伺服器佔比不斷上升

第二章：AI ASIC 架構正採用高功率設計，並逐步轉向液冷

  • 各大雲端服務供應商加速自研 AI ASIC 的開發

第三章：ASIC 應用從內部擴展到外部，TPU 成為多家公司首選解決方案

第四章：市場快速擴張，AI ASIC 將轉型成為 AI 第二大成長引擎硬體

  • 預計人工智慧 ASIC 市場的複合年增長率將逐年成長
簡介目錄
Product Code: TRi-0077

Overview

The AI ASIC market is rapidly expanding, with TPUs shifting from internal use to external commercialization due to their energy efficiency and customization. Leading cloud and tech firms actively develop in-house ASICs to reduce costs and supply risks, driving AI hardware toward high performance, low power, and diverse applications, becoming the main accelerator after GPUs.

Key Highlights:

  • The AI ASIC market is experiencing rapid growth, driven by increasing cloud service demand and AI model scale.
  • TPUs have advantages in energy efficiency and vertical integration, offering better cost structure and customization than high-end GPUs.
  • Major US cloud providers and leading tech firms (Tesla, OpenAI, Apple) actively develop in-house ASICs tailored to specific AI applications.
  • In-house ASIC development reduces long-term compute costs and supply chain risks, enhancing competitiveness.
  • AI ASIC applications are expanding from training and inference to voice generation, real-time translation, recommendation systems, and edge AI, enabling wider commercialization and vertical market penetration.
  • Chip design service providers support industry growth, positioning AI ASICs as the second major AI acceleration hardware after GPUs.

Table of Contents

1. CSPs' In-House Designed ASICs Will Drive Growth in AI Server Market in 2026, and CoWoS Demand from Broadcom and Other Chip Makers Will Also Rise

  • Proportion of ASIC-Based AI Servers Will Climb Nearly

2. Architectures of AI ASICs Adopt High-Power Design and Gradually Shift to Liquid Cooling

  • Major CSPs Are Accelerating Development of In-House Designed AI ASICs

3. ASIC Applications Branching Out from Internal to External Sectors; TPU Became the Solution Opted by Multiple Players

4. AI ASICs to Transform into Second Key Growth Engine of AI Hardware amidst Expeditious Market Expansions

  • AI ASIC Market Projected for CAGR under Annual Growths