圖形處理器市場 - COVID-19 的增長、趨勢、影響和預測 (2023-2028)

在預測期內，圖形處理器市場預計將以 33.35% 的複合年增長率增長。

據 ITA 稱，到明年，美國媒體和娛樂業的產值預計將超過 8250 億美元。 該行業的快速增長將推動配備高端顯卡和處理器的台式電腦和平板電腦的採用，以提升遊戲體驗。

主要亮點

• 消費者在平板電腦、智能手機和筆記本電腦上的支出不斷增加，正在擴大遊戲應用市場，推動對可提供高質量視覺效果和快速遊戲應用的圖形處理器的需求。
• 推動圖形處理器市場增長的因素是在製造、汽車、房地產和醫療保健等各個行業越來越多地使用處理器來支持圖形應用程序和 3D 內容。 例如，在汽車領域，CAD 和仿真軟件利用 GPU 創建逼真的圖像和動畫，以支持製造和設計應用程序。
• 地理信息系統 (GIS) 和沈浸式多媒體的興起也在推動圖形處理市場的發展。 智能手機和平板電腦等移動計算設備的普及增加了 GIS 等提供實時空間和地理數據的應用程序的使用。 GIS 可以生成查詢、分析空間信息、地圖數據、輸出等。 然而，為了提供實時信息，移動計算設備配備了大型圖形處理器。
• Metaverse 提供更高級的體驗。 許多可以在現實世界中完成的活動也可以在現實世界的這種虛擬表示中進行。 軟件必須進步以支持這一點，因為平台、應用程序和服務之間的互操作性對於作為生態系統發揮作用至關重要。 軟件是融合不同現實的關鍵支柱，但硬件對於人們在這個新的在線環境中進行交互至關重要。
• 由於全身觸覺和虛擬現實設備仍然可用，AR 和 VR 技術將成為過渡時期體驗元宇宙的主要方式。 因此，從電子學的角度來看，尤其是 GPU，它具有廣泛引領利用並行性解決數據問題同時讓用戶沉浸其中的創新的巨大潛力。
• 此外，無法適當平衡系統性能、效率和功耗將成為市場增長的挑戰。 此外，工作站銷量下降可能會阻礙預測期內圖形處理器的市場增長。

圖形處理器市場趨勢

遊戲產業推動市場增長

• 遊戲機市場巨大，遍及所有平台，從手持設備到平板電腦、手機、個人電腦、遊戲機和街機。 遊戲機已經從安裝在商場、餐廳、酒吧等處的功能強大的基於位置的控制台發展到遊戲機、微型計算機和 PC。
• 遊戲機中使用兩種類型的 CPU。 有兩種類型：ARM 和 x86。 遊戲機分為五個或更多平台，包括遊戲機、筆記本電腦、台式電腦、移動終端，以及在商場、餐廳、酒吧、遊樂園、賭場、網吧/網吧等中使用的各種基於位置的終端。 . 例如，AMD 將 GPU 集成到其 x86 處理器中，並將其稱為加速處理器單元 APU。
• 說到高性能遊戲，遊戲筆記本電腦是同義詞。 它們快速有效，因為它們允許快速執行命令和快速執行。 在相對速度和整體性能方面，例如，Titan 級顯卡 Nvidia GeForce RTX 3090 提供了非常苛刻的性能。 此外，它還提供對光線追蹤和 DLSS 的出色支持，而無需降低遊戲筆記本電腦的圖形設置。
• 但 Nvidia 還大力投資技術，為遊戲玩家提供可定制的解決方案。 該公司宣布推出一款名為“Titan RTX”的強大 GPU，它使用 Nvidia 的圖靈架構，提供 130 teraflops 的深度學習性能和 11 Giga Rays 的光線追蹤性能。 GPU 中新安裝的顯示端口是為下一代 VR 耳機設計的，似乎與 PC 連接一個就足夠了。
• 此外，硬件領域總是在不斷變化。 例如，隨著 AMD 和 Nvidia 為不斷增長的 1440p 遊戲市場更新產品線，價格在 500-1500 美元之間的最新顯卡已經完全改變。 與 Nvidia 的新旗艦型號“RTX 3090 Ti”相比，它在光柵密集型遊戲中的執行速度最高可達 2 倍，在完全光線追蹤遊戲中的速度最高可達 4 倍，對於 RTX 4080 最高可達 3 倍。
• 隨著虛擬現實的複興和增強現實技術在遊戲中的應用，遊戲環境正在進一步擴展。 例如，Niantic Lab 的 Pokemon Go 等 AR 遊戲是基於位置的遊戲，使用 Google 地圖擴展神奇寶貝角色的神話世界。 用戶在移動屏幕上探索新的小巷並蒐索隱藏的角色，但在現實世界中他們步行數公裡。

亞太地區成為增長最快的市場

• 亞太地區的新興國家，例如中國、日本、新加坡和印度，預計需求量很大。 這可能是由於該地區移動計算設備的日益普及以及對遊戲應用程序的高需求。
• 由於多家手機遊戲公司的持續成功，日本遊戲市場位居世界第三。 日本的遊戲玩家比任何其他國家的玩家花的錢都多。 日本玩家人均消費大約是西歐的 2.5 倍，是北美的 1.5 倍。
• 中國通過引進比人科技的 BR 系列開發了自己的 GPU 計算引擎。 中國將能夠利用專用本地 GPU 進行圖形和計算，使 GPU 市場競爭激烈。
• 上海芯片製造商無錫有望通過推出專注於遊戲的 GPU 將中國推向世界版圖並促進亞洲的增長。 為了滿足日本不斷擴大的高端PC遊戲領域的需求，據說該公司正在開發一款獨特的中國GPU。 專為遊戲設計的 GPU 目前正在開發中，預計將於 2025 年推出。
• 隨著收集大量需要監控和分析的數據的物聯網設備的激增，亞太地區汽車行業對高端計算系統的需求實際上有所增加。
• 此外，中國、印度、日本和新加坡等國家/地區正在將範式轉向技術提升。 因此，該地區的智能設備銷量最高，從智能手機和平板電腦到 PlayStation 和遊戲 PC。 這些特性解釋了對圖形處理器日益增長的需求。

圖形處理器市場競爭分析

圖形處理器市場正在整合，因為主要參與者採用改進製造技術和擴展產品組合等新穎策略以獲得相對於其他參與者的競爭優勢。 主要參與者包括三星電子、高通公司、NVIDIA 公司、Advanced Micro Devices Inc.、英特爾公司、台積電、富士通公司、IBM 公司、索尼公司和蘋果公司。 以下是市場參與者採用的一些發展策略。

• 2022 年 9 月，NVIDIA 宣布推出新的 GeForce RTX GPU 和技術。 NVIDIA 的 GeForce RTX 40 系列顯卡速度極快，讓遊戲玩家和創作者在性能、AI 驅動的圖形、更身臨其境的遊戲體驗以及最快的內容創作工作流程方面實現飛躍。 遊戲性能在最新遊戲中翻了一番。 通過利用 DLSS 3 和其他 Ada 開發，開發人員可以將完全光線追蹤遊戲的性能提升多達 4 倍。 GeForce RTX 40 系列顯卡在 3D 渲染、視頻導出速度和創意應用的 AI 功能方面提供高達 2 倍的性能。
• 2022 年 11 月，AMD Radeon RX AMD 發布了 7900 XT 和 Radeon RX 7900 XT 顯卡。 它們基於最新的高性能和高能效 AMD RDNA 3 架構。 這款新顯卡是繼廣受歡迎的基於 AMD“Zen”的 AMD Ryzen 芯片組處理器之後，全球首款採用革命性 AMD 芯片組設計的遊戲顯卡。 這些產品提供出色的性能和卓越的能效，即使是要求最苛刻的遊戲也能實現高幀率 4K 和更高分辨率的遊戲。

其他好處

• Excel 格式的市場預測 (ME) 表
• 三個月的分析師支持

內容

第1章介紹

• 調查結果和市場假設
• 調查範圍

第2章研究方法論

第 3 章執行摘要

第4章市場動態

• 市場概覽
• 市場驅動因素和限制因素簡介
• 市場驅動因素
  • 對圖形應用程序的需求不斷增長
  • 地理信息系統 (GIS) 和沈浸式多媒體的興起
• 市場製約因素
  • 工作站銷量下降
• 工業價值鏈分析
• 行業吸引力 - 波特五力分析
  • 買方/消費者議價能力
  • 供應商的議價能力
  • 新進入者的威脅
  • 替代品的威脅
  • 競爭公司之間的敵對關係

第 5 章市場細分

• 按類型
  • 獨立顯卡
  • 集成圖形解決方案
  • 混合解決方案
• 按安裝類型
  • 本地
  • 雲
• 通過申請
  • 智能手機
  • 平板電腦/筆記本電腦
  • 工作站
  • 遊戲電腦
  • 媒體和娛樂
  • 汽車
• 按地區
  • 北美
  • 歐洲
  • 亞太地區
  • 拉丁美洲
  • 中東

第6章競爭格局

• 公司簡介
  • Samsung Electronics Co. Ltd
  • Qualcomm Incorporated
  • NVIDIA Corporation
  • Advanced Micro Devices Inc.
  • Intel Corporation
  • Taiwan Semiconductor Manufacturing Company Ltd
  • Fujitsu Ltd
  • IBM Corporation
  • Sony Corporation
  • Apple Inc.

第7章 投資分析

第8章 市場機會與將來動向

The graphic processors market is expected to register a CAGR of 33.35% over the forecast period. According to the ITA, the United States media & entertainment industry is expected to reach more than USD 825 billion by next year. The industry's rapid growth will trigger the adoption of desk-based PCs and tablets with high-end graphics cards and processors to enhance the gaming experience.

Key Highlights

• The market for gaming applications is rising due to increased consumer spending on tablets, smartphones, and notebooks, driving the demand for graphics processors to provide high-quality visual effects and high-speed gaming applications.
• The factor fueling the graphic processor market's growth is the increasing usage of processors to support graphics applications and 3D content in various industry verticals such as manufacturing, automotive, real estate, and healthcare. For instance, to support manufacturing and design applications in the automotive sector, CAD and simulation software leverages GPUs to create photorealistic images or animations.
• The rise of geographic information systems (GIS) and immersive multimedia are also driving the graphics processing market. Increasing usage of applications such as GIS that provide real-time spatial and geographical data is rising owing to the penetration of smartphones, tablets, and other mobile computing devices. A GIS allows users to generate a query, analyze spatial information, map data, and provide output. However, to provide real-time information, mobile computing devices incorporate graphic processors on a large scale.
• The metaverse offers an enhanced experience. Many activities people can perform in the real world are also possible in this virtual representation of the real world. The software will need to advance to support this because interoperability between platforms, applications, and services will be essential for a working ecosystem. Hardware will be essential to allow people to interact with this new online environment, despite software being an important pillar in the convergence of different realities.
• With full-body haptics and virtual reality equipment still available, AR and VR technologies will likely be the primary ways of experiencing the metaverse during the transition. This offers enormous potential for the electronics sector, particularly from the perspective of GPUs, to spearhead widespread innovation that will aid in immersing users while utilizing parallelism to address data issues.
• Moreover, the inability to properly balance system performance, efficiency, and power consumption poses a challenge to market growth. Further, declining workstation sales may hamper the graphic processors' market growth over the forecast period.

Graphic Processors Market Trends

Gaming Industry to Augment Market Growth

• The gaming hardware market is huge, spreading across all platforms, from handheld devices to tablets, phones, PCs, consoles, location-based arcades, and gaming parlors. Gaming machines evolved from powerful location-based machines found in arcades, restaurants, and bars to in-home machines in the form of dedicated gaming consoles, microcomputers, and then PCs.
• Gaming machines use two types of CPU processors: ARM and x86-based machines. Those machines fall into five or more platforms, including consoles, notebooks, desktops, mobile devices, and various types of location-based devices found in arcades, restaurants, bars, amusement parks, casinos, and iCafe/net cafes. For instance, AMD integrates a GPU into an x86 processor and calls it an accelerated processor unit APU.
• High-performance gaming is synonymous with gaming laptops. They enable quicker command execution and swift running since they are quick and effective. When it comes to relative speeds and overall performances, for instance, the Nvidia GeForce RTX 3090, a Titan class card, offers highly demanding performance. Additionally, it supports Ray Tracing and DLSS exceptionally well without reducing the graphics settings on the gaming laptop.
• However, Nvidia is also investing significantly in technology and offering gamers customizable solutions. The company announced its powerful GPU, titled Titan RTX, which uses Nvidia's Turing architecture and delivers 130 teraflops of deep learning performance and 11 gigarays of ray-tracing performance. The new display port on the GPU is designed for next-generation VR headsets, which will only need one wire to connect to PCs.
• Moreover, the hardware landscape is constantly in flux. For instance, the latest graphics cards in the USD 500-USD 1500 price range completely changed, with AMD and Nvidia overhauling their lineups for the growing 1440p gaming market. Compared to the previous flagship RTX 3090 Ti, Nvidia's new flagship RTX 4090 can perform up to two times better in raster-heavy games and up to four times quicker in fully ray-traced games, while the RTX 4080 will be up to three times faster.
• The gaming environment has been further expanded with the resurrection of virtual reality and the introduction of augmented reality for gaming. For instance, AR games like Niantic Lab's Pokemon Go are location-based games and use Google Maps to augment a mythical world filled with characters from the Pokemon. Users are encouraged to explore new alleys or hunt for hidden characters on their mobile screens; in the real world, they walk several miles.

Asia-Pacific to be Fastest-Growing Market

• Developing countries in the Asia Pacific, such as China, Japan, Singapore, and India, are expected to witness high demand. This may be attributed to the increasing adoption of mobile computing devices and the region's high demand for gaming applications.
• The Japanese gaming market is the third-largest in the world due to the continued success of several mobile gaming companies in the country. Japanese gamers spend more than players in any other country. The average spending per Japanese player is approximately 2.5 times higher than that in western Europe and nearly 1.5 times higher than in North America.
• China developed its own GPU compute engines by introducing the BR series of products from Biren Technology. China now has access to a dedicated local GPU for graphics and computing, which will intensify the fierce GPU market competition.
• With its upcoming game-focused GPUs, Shanghai-based chipmaker Muxi is anticipated to put China on the global map and promote Asia's growth. In order to meet the needs of the expanding high-end PC gaming sector in the nation, the company is reportedly creating China's in-house GPU. The GPU explicitly designed for gaming is currently under development and is anticipated to be available in 2025.
• With the growing adoption of IoT devices that gather huge amounts of data that needs to be monitored and analyzed, the demand for high-end computing systems has effectively increased in the automotive sector in the Asia-Pacific Region.
• Moreover, countries such as China, India, Japan, and Singapore are shifting the paradigm toward technological enhancement. Therefore, the region has the highest smart device sales, from smartphones and tablets to PlayStation and gaming PCs. This attribute explains the increasing demand for graphics processors.

Graphic Processors Market Competitor Analysis

The graphic processors market is consolidated due to major market players adopting novel strategies to improve manufacturing techniques and widen their product portfolios to gain a competitive edge over other market players. The major players in the market are Samsung Electronics Co. Ltd, Qualcomm Incorporated, NVIDIA Corporation, Advanced Micro Devices Inc., Intel Corporation, Taiwan Semiconductor Manufacturing Company Ltd, Fujitsu Ltd, IBM Corporation, Sony Corporation, and Apple Inc., among others. Some developmental strategies adopted by market players are:

• In September 2022, new GeForce RTX GPUs and technologies were launched by NVIDIA. The GeForce RTX 40 Series graphics cards from NVIDIA are so fast that they provide gamers and creators with a quantum leap in performance, AI-powered graphics, more immersive gameplay, and the quickest content creation workflows. The newest games have a 2X increase in gaming performance. By utilizing DLSS 3 and other Ada developments, developers can increase performance in fully ray-traced games by up to a 4X increase. The GeForce RTX 40 Series graphics cards offer up to two times as much performance in 3D rendering, video export speed, and AI features for creative apps.
• In November 2022, The AMD Radeon RX AMD introduced 7900 XT and Radeon RX 7900 XT graphics cards. They are based on the newest, high-performance, energy-efficient AMD RDNA 3 architecture. The new graphics cards are the first gaming graphics cards in the world to include an innovative AMD chipset design, following the hugely popular AMD "Zen"-based AMD Ryzen chipset processors. They provide exceptional performance and superb energy efficiency to enable high-framerate 4K and greater resolution gaming in the most demanding titles.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Deliverables and Market Assumptions
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

• 4.1 Market Overview
• 4.2 Introduction to Market Drivers and Restraints
• 4.3 Market Drivers
  • 4.3.1 Increasing Demand for Graphic Applications
  • 4.3.2 Rise of Geographic Information Systems (GIS) and Immersive Multimedia
• 4.4 Market Restraints
  • 4.4.1 Declining Workstation Sales
• 4.5 Industry Value Chain Analysis
• 4.6 Industry Attractiveness - Porter's Five Force Analysis
  • 4.6.1 Bargaining Power of Buyers/Consumers
  • 4.6.2 Bargaining Power of Suppliers
  • 4.6.3 Threat of New Entrants
  • 4.6.4 Threat of Substitute Products
  • 4.6.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

• 5.1 By Type
  • 5.1.1 Dedicated Graphics Card
  • 5.1.2 Integrated Graphics Solutions
  • 5.1.3 Hybrid Solutions
• 5.2 By Deployement
  • 5.2.1 On-premise
  • 5.2.2 Cloud
• 5.3 By Applications
  • 5.3.1 Smartphones
  • 5.3.2 Tablets and Notebooks
  • 5.3.3 Workstations
  • 5.3.4 Gaming PC
  • 5.3.5 Media and Entertainment
  • 5.3.6 Automotives
• 5.4 Geography
  • 5.4.1 North America
  • 5.4.2 Europe
  • 5.4.3 Asia-Pacific
  • 5.4.4 Latin America
  • 5.4.5 Middle East

6 COMPETITIVE LANDSCAPE

• 6.1 Company Profiles
  • 6.1.1 Samsung Electronics Co. Ltd
  • 6.1.2 Qualcomm Incorporated
  • 6.1.3 NVIDIA Corporation
  • 6.1.4 Advanced Micro Devices Inc.
  • 6.1.5 Intel Corporation
  • 6.1.6 Taiwan Semiconductor Manufacturing Company Ltd
  • 6.1.7 Fujitsu Ltd
  • 6.1.8 IBM Corporation
  • 6.1.9 Sony Corporation
  • 6.1.10 Apple Inc.

7 INVESTMENT ANALYSIS

8 MARKET OPPORTUNITIES AND FUTURE TRENDS