人工智慧晶片- 各主題調查

Artificial Intelligence (AI) Chips - Thematic Research

出版日期: 2022年08月19日 | 出版商:

GlobalData | 英文 95 Pages | 訂單完成後即時交付

價格

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簡介目錄

全球AI晶片的市場規模，預計至2030年達到1,300億美元。這個比較新的類別，有望從全球半導體市場上目前10％的佔有率，成為40％。該市場，也帶給自動駕駛車輛和智慧城市等，其他重要技術的龍頭影響。

本報告提供全球AI晶片市場相關調查，市場概要，以及成長預測，技術趨勢，參與企業趨勢等資訊。

摘要整理
參與企業
技術概要
對AI的脈絡的引進
理解AI晶片的主要功能
關於AI工作負載簡介
關於AI展開架構
理解AI晶片的形勢
趨勢
技術趨勢
宏觀經濟趨勢
法規趨勢
半導體產業簡報
產業概要
競爭前的基礎調查
設計
製造
組裝、實驗
最終產品
AI晶片的地緣政治學
市場規模與成長預測
資料分析
合併和收購
資本採購
專利趨勢
企業的申請趨勢
採用趨勢
來自外國的直接投資
時間軸
價值鏈
競爭前的基礎調查
設計
製造
組裝、檢驗
最終產品
企業
公共企業
民營企業
半導體部門的計分卡

附錄

半導體最終產品的分類
詞彙表
參考文件
主題調查手法
關於GlobalData
詢問

簡介目錄

Product Code: GDTMT-TR-S365

Artificial intelligence (AI) has been a dream of humanity for centuries. Yet it has not been until recent progress in machine learning on the back of improved algorithms (e.g., Google's AlphaGo, OpenAI's GPT-3, Tesla's AutoPilot) and increasing computing power that it has been possible for AI to solve real-life problems. However, as these AI models dramatically grow in complexity, chips specifically optimized for AI become imperative. GlobalData forecasts that AI chip revenue will reach $130 billion by 2030. This relatively new category will go from its current 10% to 40% of the global semiconductor market. The country that emerges on top in AI chips, and thus AI, in the coming decade, will lead the Fourth Industrial Revolution. Furthermore, this has implications for leadership in other vital technologies such as autonomous vehicles and smart cities.

Key Highlights

Building AI systems requires training and inference workloads with complex and differentiated requirements. To deploy AI capabilities at the consumer's fingertips, it will be necessary to deploy cloud resources at the edge and support high throughput and ultra-low latencies, both of which call for a widespread full (standalone) 5G rollout.
The ongoing US-China trade dispute has negative implications for AI chip technology's global progress, particularly for China. China will play a leading role in AI due to its strength in AI software and IoT technology and its progress in low-end chip manufacturing. However, unless it can secure access to advanced chip manufacturing technology, it will likely struggle in AI in leading cloud data centers and, most likely, autonomous vehicles.

Scope

This report provides an overview of the AI chips theme.
It identifies the key trends impacting growth of the theme over the next 12 to 24 months, split into three categories: technology trends, macroeconomic trends, and regulatory trends.
It contains an overview of the semiconductor industry, including its structure, key participants, interdependencies, and latest innovations, with a particular focus on AI chips.
It includes global market forecasts for the semiconductor industry and AI chips and analysis of patents, company filings, hiring, and foreign direct investment trends.
It contains details of M&A deals driven by the AI chips theme, and a timeline highlighting milestones in the development of AI chips.
The detailed value chain consists of five segments: pre-competitive basic research, design, fabrication, assembly and testing, and end products.

Reasons to Buy

This report analyzes the changes that are already underway in the global semiconductor industry, and identifies the companies that are likely to dominate this rapidly-evolving market.