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市場調查報告書
商品編碼
1845775
全球圖形處理單元 (GPU) 市場規模(按類型、設備、行業垂直和地區分類)預測Global Graphic Processing Unit GPU Market Size By Type, By Device, By Industry Vertical, By Geographic Scope and Forecast |
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預計 2024 年全球圖形處理單元 (GPU) 市場規模將達到 773.9 億美元,到 2032 年將達到 6,386.1 億美元,2026 年至 2032 年的複合年成長率為 33.30%。
圖形處理器 (GPU) 市場是一個全球性產業,致力於設計、製造和銷售專用電子電路。雖然 GPU 最初的目的是加速電玩遊戲和專業視覺化的圖形渲染,但其高效的平行處理架構如今已成為各種運算密集型任務的基本組件。
市場由幾個主要部分組成:
依類型:市場主要分為獨立 GPU(獨立於 CPU 的專用高效能顯示卡)和整合 GPU(直接整合到 CPU 或主機板)。整合 GPU 憑藉其成本效益和日常運算效率,佔據了較大的市場佔有率,尤其是在筆記型電腦和智慧型手機等消費性設備中。然而,獨立 GPU 在遊戲、專業內容創作以及最重要的人工智慧等高效能領域中佔據主導地位。混合 GPU 是一個規模較小但正在成長的細分市場,它結合了兩者的優點。
按應用程式/最終用戶分類:這是市場演變最為顯著的領域。遊戲產業仍然是核心應用,其驅動力來自對逼真圖形、高影格速率和現代遊戲沉浸感的需求。然而,成長最快、影響力最大的領域是資料中心和人工智慧/機器學習。 GPU 現已成為訓練和推理大型語言模型 (LLM) 和複雜人工智慧演算法的主力,推動了雲端服務供應商和主要企業的需求激增。其他關鍵應用包括專業視覺化、汽車(用於自動駕駛汽車)和加密貨幣挖礦。
按地區分類:北美和亞太地區是主要地區。北美的領先地位得益於其強大的遊戲文化和大量投資人工智慧的科技巨頭。亞太市場正經歷爆炸性成長,這得益於可支配收入的增加、快速的都市化以及中國和印度等國家遊戲產業的蓬勃發展。
GPU市場的成長主要得益於人工智慧和機器學習的快速發展、遊戲產業的持續成長以及各行各業對高效能運算日益成長的需求。然而,製造成本高、全球半導體短缺以及高階GPU功耗高等因素限制了市場的發展。
影響全球圖形處理單元(GPU)市場的關鍵市場動態包括:
人工智慧和機器學習需求不斷成長:人工智慧 (AI) 和機器學習 (ML) 應用的擴展是 GPU 需求的主要驅動力。 GPU 特別適合 AI 工作負載所需的平行處理,例如訓練神經網路和深度學習模型。這導致高科技公司、研究機構和新興企業對 GPU 的採用激增。美國國家科學基金會 2023 年人工智慧研究與發展報告強調了這一趨勢,指出美國聯邦政府在人工智慧研究上的支出將在 2021 年至 2023 年間增加 30%,總計 22 億美元。該報告進一步強調了 GPU 在該領域的相關性,78% 的人工智慧研究人員認為使用高效能 GPU 對他們的研究至關重要。對 GPU 技術的大量投資和依賴證實了 GPU 在人工智慧發展中發揮的關鍵作用。
加密貨幣挖礦應用日益普及:儘管市場波動,但加密貨幣挖礦仍在持續推動對 GPU 的需求。 GPU 的平行處理能力在執行比特幣和以太坊等加密貨幣挖礦所需的複雜加密計算方面非常有效率。這導致大型挖礦企業和個人礦工對高效能 GPU 的需求持續成長。 2024 年 2 月,美國能源局宣布,2023 年與加密貨幣挖礦相關的能源消費量將年增 35%,其中大部分來自 GPU。劍橋比特幣電力消耗消耗指數進一步凸顯了這項需求的規模,估計僅比特幣挖礦一項在 2023 年就將需要 129 TWh 的電力,相當於挪威的年電力消耗量。
不斷擴張的遊戲產業:不斷擴張的遊戲產業仍然是 GPU 銷售的關鍵。隨著電玩遊戲對圖形的要求越來越高,並追求逼真的視覺效果,遊戲玩家需要強大的 GPU 來實現高影格速率和解析度。包括虛擬實境 (VR) 和射線追蹤在內的遊戲技術的不斷創新進一步增強了這一需求。根據美國娛樂軟體協會 (ESA) 的《2024 年基本事實報告》,65% 的美國人玩電子遊戲,較 2021 年的 59% 顯著成長。同一份報告還發現,41% 的遊戲玩家在過去一年中升級了遊戲硬體,而 GPU 是這些升級的重要組成部分。 NPD 集團預測,包括 GPU 在內的遊戲硬體全球銷售額將在 2023 年達到 470 億美元,證實了遊戲產業是 GPU 市場的主要驅動力。
科學研究和高效能運算領域的應用日益增加:GPU 擴大用於科學模擬和高效能運算 (HPC),從而改變了從基因組學到氣候建模等領域的研究。 GPU 能夠處理大量資料集並並行執行複雜運算,顯著加快了研究進度。 2023 年 7 月,美國能源局科學辦公室宣布,其超級運算設施中 72% 的計劃使用 GPU 加速。這項轉變凸顯了人們對 GPU 在科學應用中效率的日益認可。 2024 年 3 月發表在《計算科學期刊》上的一項研究發現,與僅使用 CPU 的系統相比,GPU 加速的氣候建模模擬平均可將運算時間縮短 65%,這顯著提升了科學界對高效能 GPU 的需求。
限制全球圖形處理單元(GPU)市場的因素
製造成本上升:隨著 GPU 技術的進步,高性能晶片的生產成本急劇上升,尤其是採用尖端低奈米製程(例如 5 奈米和 3 奈米)的晶片。這些先進的製造技術需要在研發、專用設備和高度可控的環境方面投入大量資金,從而推高了製造成本。製造成本的上升直接影響製造商的利潤率,並通常轉化為消費者零售價格的上漲,這可能會減緩某些行業的採用率。生產更小、更強大的電晶體所涉及的複雜工藝,為該行業帶來了持續的財務障礙。
供應鏈中斷:全球GPU市場受到持續供應鏈中斷的嚴重影響。新冠疫情等事件凸顯了半導體供應鏈的脆弱性,導致大範圍的生產延誤和價格上漲。關鍵零件和原料的短缺以及物流瓶頸,使得製造商越來越難以滿足各行業激增的GPU需求。這些中斷不僅造成生產積壓,也引發市場波動和價格上漲,為生產者和消費者都帶來了不穩定的環境。確保供應鏈的韌性和多樣性仍然是該行業面臨的關鍵挑戰。
高能耗:強大的 GPU 本質上需要大量能源才能運行,這對個人消費者和大型資料中心都構成了重大挑戰。這種高能耗日益令人擔憂,尤其是在全球日益重視永續性、環境責任和減少碳排放的背景下。隨著 GPU 功能越來越強大,並被大量部署用於人工智慧訓練和加密貨幣挖礦等應用,相關的能源成本和環境影響也變得更加顯著。雖然製造商面臨著開發更節能設計的壓力,但平衡性能和功耗仍然是該行業面臨的一大障礙。
激烈競爭:GPU 市場競爭激烈,NVIDIA、AMD 和 Intel 等產業巨頭不斷爭奪市場佔有率和技術主導地位。這種激烈的競爭推動了快速創新,促使製造商不斷投入研發,以推出性能和更強大的尖端產品。雖然這種激烈的創新週期有利於技術進步,但也給製造商帶來了巨大的壓力,迫使他們快速發布新產品,這可能導致產品生命週期縮短、市場飽和和分散。企業必須始終保持產品的差異化並保持競爭力,這需要在快速發展的市場環境中進行大量的持續投資和策略規劃。
Global Graphic Processing Unit (GPU) Market size was valued at USD 77.39 Billion in 2024 and is projected to reach USD 638.61 Billion by 2032, growing at a CAGR of 33.30% from 2026 to 2032.
The Graphics Processing Unit (GPU) market is the global industry dedicated to the design, manufacturing, and sale of specialized electronic circuits. While their original purpose was to accelerate the rendering of graphics for video games and professional visualization, GPUs are now a fundamental component for a much broader range of computationally intensive tasks due to their architecture, which is highly effective for parallel processing.
The market is defined by several key segments:
By Type: The market is primarily segmented into discrete GPUs (dedicated, high-performance cards that are separate from the CPU) and integrated GPUs (built directly into the CPU or motherboard). Integrated GPUs have a significant market share, especially in consumer devices like laptops and smartphones, due to their cost-effectiveness and efficiency for everyday computing. However, discrete GPUs hold a commanding position in high-performance sectors like gaming, professional content creation, and, most importantly, artificial intelligence. A smaller but growing segment is hybrid GPUs, which combine the best features of both.
By Application/End-User: This is where the market's evolution is most evident. The gaming industry remains a core application, driven by the demand for realistic graphics, high frame rates, and immersive experiences in modern games. However, the fastest-growing and most impactful segment is Data Center & AI/Machine Learning. GPUs are now the workhorse for training and inference of large language models (LLMs) and complex AI algorithms, leading to a massive increase in demand from cloud service providers and tech companies. Other key applications include professional visualization, automotive (for self-driving cars), and cryptocurrency mining.
By Geography: North America and Asia-Pacific are the dominant regions. North America's leadership is fueled by its robust gaming culture and the concentration of tech giants heavily invested in AI. The Asia-Pacific market is experiencing explosive growth due to rising disposable incomes, rapid urbanization, and a booming gaming industry in countries like China and India.
The GPU market's growth is primarily propelled by the exponential expansion of AI and machine learning, the sustained growth of the gaming industry, and the increasing need for high-performance computing across various sectors. The market is restrained by factors such as high manufacturing costs, global semiconductor shortages, and the significant power consumption of high-end GPUs.
The key market dynamics that are shaping the global graphic processing unit GPU market include:
Growing Demand in Artificial Intelligence and Machine Learning: The increasing expansion of artificial intelligence (AI) and machine learning (ML) applications is a primary driver of GPU demand. GPUs are particularly well-suited for the parallel processing required by AI workloads, such as training neural networks and deep learning models. This has led to a surge in their adoption by tech companies, research institutions, and startups alike. The National Science Foundation's 2023 report on Artificial Intelligence Research and Development highlights this trend, noting that U.S. federal expenditure in AI research increased by 30% between 2021 and 2023, totaling USD 2.2 billion. The report further emphasized the relevance of GPUs in this sector, with 78% of AI researchers considering access to high-performance GPUs important to their work. This significant investment and reliance on GPU technology underscores its critical role in the advancement of AI.
Increasing Adoption in Cryptocurrency Mining: Despite market volatility, cryptocurrency mining continues to fuel GPU demand. The parallel processing capabilities of GPUs make them highly effective for the complex cryptographic computations required to mine cryptocurrencies like Bitcoin and Ethereum. This has created a persistent demand for high-performance GPUs from both large-scale mining operations and individual miners. The U.S. Department of Energy announced in February 2024 that energy consumption related to cryptocurrency mining climbed by 35% in 2023 compared to the previous year, with GPUs accounting for a large portion of this increase. The Cambridge Bitcoin Electricity Consumption Index further highlights the scale of this demand, estimating that Bitcoin mining alone would require 129 TWh of electricity in 2023, an amount comparable to Norway's annual power consumption.
Expansion of the Gaming Industry: The expanding gaming industry remains a cornerstone of GPU sales. As video games become more graphically intensive and feature realistic visuals, gamers require powerful GPUs to achieve high frame rates and resolutions. The continuous innovation in gaming technology, including virtual reality (VR) and ray tracing, further intensifies this demand. The Entertainment Software Association's 2024 Essential Facts report found that 65% of American people play video games, a notable increase from 59% in 2021. The report also indicated that 41% of gamers upgraded their gaming hardware in the past year, with GPUs being a key component of these upgrades. The NPD Group estimates that global gaming hardware sales, including GPUs, reached USD 47 billion in 2023, cementing the gaming industry's role as a major driver of the GPU market.
Rising Applications in Scientific Research and High-Performance Computing: GPUs are increasingly being used for scientific simulations and high-performance computing (HPC), transforming research in fields from genomics to climate modeling. Their ability to process massive datasets and perform complex calculations in parallel significantly accelerates research timelines. In July 2023, the U.S. Department of Energy's Office of Science announced that 72% of projects at its supercomputing facilities now use GPU acceleration, a substantial increase from 55% in 2020. This shift highlights the growing recognition of GPUs' efficiency in scientific applications. A study published in the Journal of Computational Science in March 2024 further demonstrated this, discovering that GPU-accelerated simulations in climate modeling reduced computing time by an average of 65% compared to CPU-only systems, significantly boosting demand for high-performance GPUs within the scientific community.
Global Graphic Processing Unit GPU Market Restraints
Rising Manufacturing Costs: As GPU technology continues to advance, the cost of manufacturing high-performance chips has risen dramatically, particularly for those utilizing cutting-edge lower nanometer processes (such as 5nm or 3nm). These advanced fabrication techniques require significant investment in research and development, specialized equipment, and highly controlled environments, driving up production expenses. This increasing cost of production directly impacts profit margins for manufacturers and often translates into higher retail prices for consumers, potentially slowing down adoption rates in certain segments. The intricate processes involved in creating ever smaller and more powerful transistors present a continuous financial hurdle for the industry.
Supply Chain Disruptions: The global GPU market has been significantly impacted by persistent supply chain disruptions. Events such as the COVID-19 pandemic highlighted the fragility of the semiconductor supply chain, leading to widespread manufacturing delays and price increases. Shortages of essential components, raw materials, and logistical bottlenecks have made it increasingly difficult for manufacturers to meet the burgeoning demand for GPUs across various sectors. These disruptions not only cause production backlogs but also contribute to market volatility and inflated prices, creating an unstable environment for both producers and consumers. Ensuring a resilient and diversified supply chain remains a critical challenge for the industry.
High Energy Consumption: Powerful GPUs, by their very nature, require a substantial amount of energy to operate, posing a significant challenge for both individual consumers and large-scale data centers. This high energy consumption is a growing concern, especially with the increasing global emphasis on sustainability, environmental responsibility, and the reduction of carbon footprints. As GPUs become more powerful and are deployed in greater numbers for applications like AI training and cryptocurrency mining, the associated energy costs and environmental impact become more pronounced. Manufacturers are under pressure to develop more energy-efficient designs, but balancing performance with power consumption remains a major hurdle for the industry.
Intense Competition: The GPU market is characterized by intense competition, with industry titans like NVIDIA, AMD, and Intel constantly vying for market share and technological supremacy. This fierce rivalry drives rapid innovation, pushing manufacturers to continuously invest in research and development to offer cutting-edge products with enhanced performance and features. While beneficial for technological advancement, this aggressive innovation cycle puts immense pressure on manufacturers to release new products quickly, potentially leading to shorter product lifecycles, market saturation, and fragmentation. Companies must consistently differentiate their offerings and maintain a competitive edge, which requires substantial ongoing investment and strategic planning in a rapidly evolving landscape.
The Global Graphic Processing Unit GPU Market is segmented on the basis of By Type, By Device, By End-User and By Geography.
Dedicated
Integrated
Hybrid
Based on Type, the Graphics Processing Unit (GPU) Market is segmented into Dedicated, Integrated, and Hybrid. At VMR, we observe that the Dedicated GPU subsegment is the most dominant, primarily driven by its superior performance, which is essential for computationally intensive tasks. The demand for dedicated GPUs is fueled by several key market drivers and industry trends, including the explosive growth of high-end gaming and e-sports, which require high frame rates and realistic visuals. Furthermore, the widespread adoption of AI and machine learning is a major driver, as dedicated GPUs, with their thousands of cores and parallel processing capabilities, are uniquely suited for training complex neural networks and running AI workloads. This is particularly evident in data centers, cloud computing, and high-performance computing (HPC), which rely heavily on NVIDIA and AMD's high-performance dedicated GPUs.
Regionally, North America holds a significant market share, driven by a robust tech ecosystem and a high concentration of data centers and AI research firms. The second most dominant subsegment is the Integrated GPU, which holds a substantial market share, particularly in the consumer electronics and mobile device sectors. Integrated GPUs are built directly into the CPU, making them more cost-effective and energy-efficient. Their growth is propelled by the increasing demand for thin, light, and power-efficient devices like laptops and smartphones, especially in the Asia-Pacific region, which has a massive consumer base for these products. They are sufficient for everyday tasks, such as web browsing, video streaming, and light photo editing. Finally, the Hybrid GPU subsegment represents a small but growing niche. Hybrid GPUs intelligently switch between the integrated and dedicated GPUs to optimize performance and power consumption. This technology is gaining traction in gaming laptops and ultra-books, offering a balance between performance and battery life, and its future potential is tied to the evolution of mobile computing and the continued push for efficiency.
Computer
Tablet
Smartphone
Gaming Console
Television
Based on Device, the Graphics Processing Unit (GPU) Market is segmented into Computer, Tablet, Smartphone, Gaming Console, and Television. At VMR, we observe that the Computer subsegment, encompassing both desktops and laptops, is the most dominant, holding a significant revenue share of the GPU market. The dominance of this segment is primarily driven by the enduring need for high-performance computing in both consumer and professional applications. Market drivers include the booming gaming industry, where dedicated GPUs are essential for running graphics-intensive AAA titles, and the rapid expansion of professional industries such as media and entertainment, architecture, engineering, and scientific research. These sectors rely on powerful GPUs for tasks like 3D rendering, video editing, data visualization, and complex simulations. An accelerating industry trend is the adoption of AI and machine learning, with GPUs serving as the foundational hardware for training and deploying AI models due to their parallel processing capabilities. Regionally, North America is a key market, fueled by a strong tech infrastructure and the presence of major GPU manufacturers and AI research firms.
The Gaming Console subsegment is the second most dominant, with its own dedicated role and robust growth trajectory. The GPU market for gaming consoles is driven by the consistent demand for high-fidelity gaming experiences and the cyclical release of new console generations, such as the PlayStation and Xbox series. These consoles feature custom-designed, powerful GPUs optimized for gaming, ensuring a high-quality, standardized experience for a mass market. The Asia-Pacific region, particularly countries like Japan and China, holds immense strength in this segment due to a massive and highly engaged gaming population. While the market size of this segment is smaller than computers, its revenue contribution is substantial and predictable. The remaining subsegments-Smartphone, Tablet, and Television-play a supporting role, catering to specific user needs. The smartphone and tablet GPU markets are rapidly expanding, driven by the proliferation of mobile gaming, AR/VR applications, and on-device AI capabilities. The television segment, while a smaller part of the overall market, is a niche area for high-resolution streaming and smart TV functionalities.
Electronics
IT And Telecommunication
Defense And Intelligence
Based on End-User, the Graphics Processing Unit (GPU) Market is segmented into Electronics, IT & Telecommunication, and Defense & Intelligence. At VMR, we observe that the Electronics subsegment holds the dominant market share, primarily driven by the massive consumer base and the continuous evolution of devices like PCs, laptops, smartphones, and gaming consoles. The primary market drivers are the explosive growth of the gaming industry, increasing demand for high-resolution displays, and the proliferation of portable electronic devices. For instance, the demand for powerful GPUs is directly proportional to the rising popularity of esports and the development of graphics-intensive AAA games, which necessitate advanced rendering capabilities. The Asia-Pacific region is a major growth engine for this segment, fueled by a large population with increasing disposable income and a robust manufacturing ecosystem for consumer electronics. Furthermore, the increasing adoption of virtual and augmented reality (VR/AR) in consumer devices is a key industry trend that relies on the high-performance computing of GPUs.
The IT & Telecommunication subsegment is the second most dominant and is experiencing a high growth rate due to a paradigm shift towards cloud-based computing and artificial intelligence. The growth of this segment is driven by the increasing demand for data centers and high-performance computing (HPC) for complex workloads. GPUs are crucial for accelerating tasks such as data analytics, machine learning, and AI model training, making them indispensable for cloud service providers and telecommunication companies. This trend is particularly strong in North America, where major tech companies are heavily investing in AI infrastructure. The Defense & Intelligence subsegment, while smaller in terms of overall market size, is a highly specialized and rapidly growing niche. The adoption of GPUs in this sector is driven by the need for real-time sensor data analysis, signal processing, and AI-powered threat detection in applications like surveillance, autonomous systems, and advanced weaponry. This segment's future potential is tied to rising defense budgets and the increasing digitalization of military operations.
North America
Europe
Asia Pacific
Rest of the World
The global Graphic Processing Unit (GPU) market is a dynamic and rapidly evolving sector driven by technological advancements and the increasing demand for high-performance computing across various industries. While traditionally associated with gaming, the utility of GPUs has expanded significantly, making them a cornerstone for applications in artificial intelligence (AI), machine learning (ML), data centers, and professional visualization. This geographical analysis provides a detailed overview of the GPU market's dynamics, key growth drivers, and current trends in major regions worldwide.
United States Graphic Processing Unit (GPU) Market:
The United States is a major player in the global GPU market, characterized by a strong presence of leading technology companies, a mature gaming industry, and significant investment in cutting-edge technologies. The market's growth is heavily influenced by the widespread adoption of AI and machine learning, which require massive computational power for training complex models and processing large datasets. The U.S. is also a leader in cloud computing, with major cloud service providers fueling demand for high-performance GPUs in data centers. Furthermore, the gaming sector remains a key driver, with a growing number of PC gamers and an increasing demand for dedicated graphics cards to support high-resolution gaming and virtual reality (VR) experiences. The U.S. government's investments in research and development, particularly in defense and intelligence, also contribute to the market's expansion.
Europe Graphic Processing Unit (GPU) Market:
The European GPU market is experiencing robust growth, propelled by the flourishing gaming industry, advancements in augmented reality (AR) and virtual reality (VR) technologies, and a strong focus on data center development. Germany, the UK, and France are among the leading countries in the region, with significant investments in digital transformation and AI. The demand for GPUs in Europe is also driven by their use in professional applications like scientific research, media and entertainment, and architectural design. A unique aspect of the European market is the increasing focus on sustainability, with companies and governments pushing for energy-efficient GPU solutions and data centers that align with initiatives like the European Green Deal. The widespread adoption of portable devices like smartphones and laptops, which require efficient GPUs for enhanced user experiences, is another key driver.
Asia-Pacific Graphic Processing Unit (GPU) Market:
The Asia-Pacific region is the dominant force in the global GPU market and is expected to maintain its leading position. This is due to a confluence of factors, including a massive and rapidly expanding consumer electronics market, a booming gaming and esports industry, and substantial government and private sector investments in AI and high-performance computing. China is a major hub, with large-scale manufacturing capabilities and a national strategy focused on AI development. Countries like India, Japan, and South Korea are also key contributors, with rising disposable incomes, a growing gaming user base, and a strong focus on technological innovation. The rapid rollout of 5G networks and the development of smart cities are creating new opportunities for GPU adoption in data centers and edge computing.
Latin America Graphic Processing Unit (GPU) Market:
The Latin American GPU market is considered one of the fastest-growing regions, driven by rapid economic development, a rising middle class, and increasing consumer spending on technology. The gaming industry is a significant growth driver, with a surge in gaming enthusiasts and content creators in countries like Brazil and Mexico. The demand for GPUs is also being fueled by the expansion of data centers and the growing adoption of cloud-based services. The increasing use of smartphones and other portable devices for mobile gaming and content consumption further contributes to the market's expansion. While still developing, the region is seeing increased investments in digital infrastructure, which bodes well for the future of the GPU market.
Middle East & Africa Graphic Processing Unit (GPU) Market:
The GPU market in the Middle East and Africa (MEA) is poised for substantial growth, driven by a combination of factors including government initiatives, investments in data centers, and a burgeoning gaming sector. Countries like Saudi Arabia and the UAE are actively investing in technology and infrastructure, including the acquisition of advanced GPUs for building AI and high-performance computing capabilities. The region's expanding gaming community and the rising demand for sophisticated consumer electronics are also key market drivers. Furthermore, the increasing adoption of cloud computing and the growing need for high-performance computing in various sectors, such as finance, healthcare, and engineering, are fueling the demand for GPUs in the MEA region.
Our market analysis also entails a section solely dedicated to such major players wherein our analysts provide an insight into the financial statements of all the major players, along with its product benchmarking and SWOT analysis. The competitive landscape section also includes key development strategies, market share, and market ranking analysis of the above-mentioned players globally.