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AI 芯片組市場 - COVID-19 的增長、趨勢、影響和預測 (2023-2028)

Ai Chipsets Market - Growth, Trends, and Forecasts (2023 - 2028)

出版日期: | 出版商: Mordor Intelligence | 英文 120 Pages | 商品交期: 2-3個工作天內

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簡介目錄

人工智能芯片組市場預計在預測期內將以 39% 的複合年增長率增長。

預計各種因素將支持市場增長,例如邊緣分析、自動駕駛以及消費電子行業對智能電器不斷增長的需求。

主要亮點

  • 汽車、金融和零售等多個行業對機器學習的需求快速增長,這推動了 AI 技術的採用。 人工智能芯片組在汽車行業最突出的應用包括製造無人駕駛汽車,以實現L5級別的自動駕駛技術。
  • 人工智能 (AI) 幾乎滲透到消費電子產品的方方面面。 它的應用正在從手機擴展到汽車行業。 這種增長繼續為半導體行業帶來新的前景。 處理不斷增長的數據量的要求是影響 AI 芯片組市場增長的主要因素。
  • 此外,隨著 AI 使機器能夠執行人類會執行的各種活動,預計未來會出現許多機會。 此外,對開發具有人類感知能力的人工智能係統的日益關注也推動了市場的增長。 然而,技術工人短缺以及缺乏標準和協議正在限制市場增長。
  • 隨著人工智能在技術領域的日益成熟,對大量 ASIC 的需求預計會增長。 像亞馬遜和谷歌這樣的公司已經在加強他們的服務器芯片工作。
  • 公司正在使用人工智能等新技術來設計新的人工智能芯片。 例如,根據 2021 年 6 月發表在《自然》雜誌上的一篇論文,谷歌正在使用人工智能和機器學習來幫助設計下一代人工智能芯片。 據該公司稱,人工智能可以在不到六個小時的時間內完成人類需要幾個月才能完成的任務。
  • 此外,AI 硬件領域正在興起神經形態研究,這有望推動對 AI 芯片的需求。 當時的想法是開發一種受大腦神經細胞(神經元)啟發的技術,並使用了神經形態這個名稱。 神經元的低能量、高質量輸出激發了研究人員開發 SNN(尖峰神經網絡)的靈感。 但是,此 SNN 需要自己的硬件。
  • COVID-19 爆發對 AI 芯片組市場的供應鍊和生產產生了負面影響。 對半導體製造商的影響是嚴重的。 採用人工智能來改善消費者服務和降低運營成本、擴展人工智能應用、提高處理能力以及越來越多地採用深度學習和神經網絡是市場的主要驅動力。 由於勞動力限制,全球半導體供應鏈中的許多公司都限製或停止了運營,給依賴半導體的終端產品公司造成了瓶頸。

AI芯片市場趨勢

消費電子產品有望實現顯著增長

  • 由於半導體芯片短缺,COVID-19 大流行導致全球消費電子產品的生產中斷。 然而,疫情對筆記本電腦、台式機和遊戲機等消費電子產品產生了巨大需求,對產品公司、製造商和最終消費者造成了乾擾。 設備製造商專注於滿足變化無常的消費技術市場的這一需求。 芯片稀缺和高需求的情況預計將在未來兩到三年內持續存在,從而推動消費電子產品對人工智能芯片的需求。
  • 市場將受益於越來越多地使用量子計算技術來解決複雜問題和執行分析計算。 例如,Google LLC 的量子計算機 Sycamore 是最快的計算機,可以在大約 200 秒內完成一項任務。 人工智能、機器學習、計算機視覺、大數據、AR/VR等技術將實現量子計算機。 對量子計算機的更廣泛理解將推動對 AI 芯片組的需求,從而推動該行業的發展。
  • AI 技術應用於汽車和製造業等各個行業,以簡化流程。 該行業可能會受益於製造商在大流行期間專注於增強基於人工智能的解決方案。 例如,2020 年 5 月,Nvidia 公司推出了 EGX Jetson Xavier NX 和 EGX A100 新設備,並更新了 EGX Edge AI 平台。
  • 在預測期內,消費電子產品類別預計將佔據 AI 芯片組市場的很大一部分。 平板電腦和智能手機等各種電子設備因其高端規格而在市場上需求量很大。 許多製造商不斷推出新穎的 AI 芯片組以滿足不斷增長的需求。 例如,2022 年 5 月,台灣芯片製造商聯發科宣布了用於 AIoT(人工智能)設備的 Genio 架構和 Genio 1200 芯片。 據聯發科稱,基於Genio 1200芯片的高端AIoT解決方案將於2022年下半年廣泛上市。
  • AI 芯片組市場的驅動力是對更快的計算機處理器的需求不斷增長,以及對更好的客戶服務和更低運營成本的需求不斷增長。 該行業因缺乏經驗豐富的勞動力以及缺乏標準和協議而受阻。

亞太地區有望實現顯著增長

  • 由於韓國、印度和中國等新興國家/地區,預計亞太市場將顯著增長。 越來越多的人接受基於人工智能的解決方案將支持該地區市場的健康擴張。 人工智能芯片組在智能手機、平板電腦和筆記本電腦等消費電子產品中的使用越來越多,尤其是語音命令的集成,導致人工智能芯片組在該地區的滲透率很高。
  • 日本是最早採用國家 AI 政策的國家之一。 日本的方法側重於讓 AI 對社會和經濟都有用,目的是擴大 AI 研發技能,構建用於工業用途的 AI 系統,並讓工人為勞動力市場轉型做好準備。我來了。 2019 年 6 月,首相安倍晉三宣布計劃到 2025 年每年培訓 25 萬人掌握人工智能技能。
  • 將 AI 芯片組應用於智能手機、平板電腦和筆記本電腦等家用電器,例如集成語音命令、增強拍攝體驗以及根據過去的搜索收集和分類相關數據,從而實現了很高的採用率。它已經完成。
  • 該地區是全球最大的智能手機製造商和半導體公司的所在地。 中國、日本、台灣和韓國約佔全球智能手機製造商的80%。 由於它擁有最多的人口,智能手機的使用量預計會增加,這有望推動市場的增長。
  • 該地區的多家市場參與者處於 AI 芯片開發和生產的前沿。 例如,2021 年 8 月,中國科技巨頭百度開始量產其第二代崑崙 AI 芯片,旨在成為芯片行業的主要參與者。 據百度介紹,新一代崑崙AI芯片將採用7nm製程工藝生產,計算能力將比上一代提升兩到三倍。

AI芯片市場競爭者分析

  • AI 芯片組市場預計將緩慢整合,儘管一些大大小小的全球參與者正在衝擊市場。 市場仍處於發展的早期階段。 當前行業的主要參與者包括英特爾公司、三星電子、英偉達公司、賽靈思公司和美光科技。 為了在 AI 芯片組市場取得領先地位,這些玩家正在開展合作、新產品創新和市場擴張等競爭性戰略推進。
  • 2021 年 8 月 - IBM 推出了一款名為 Telum 的新芯片,預計該芯片將使 IBM 的客戶能夠大規模利用深度學習推理。 該芯片採用集中式設計,允許客戶充分利用 AI 處理器的能力處理 AI 專用工作負載,例如貸款處理、貿易清算和結算、欺詐檢測、反洗錢和風險分析。適用於金融服務工作負載.

其他福利。

  • 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

  • 研究假設和市場定義
  • 調查範圍

第2章研究方法論

第 3 章執行摘要

第 4 章市場洞察

  • 市場概覽
  • 產業吸引力 - 波特五力分析
    • 新進入者的威脅
    • 買家的議價能力
    • 供應商的議價能力
    • 替代品的威脅
    • 競爭公司之間的敵對關係
  • 工業價值鏈分析
  • 評估 COVID-19 對 AI 芯片組市場的影響

第 5 章市場動態

  • 市場驅動力
    • 對自動駕駛技術的需求增加
    • 物聯網應用邊緣分析的增長
  • 市場製約因素
    • 設計和 AI 界面的複雜性

第 6 章市場細分

  • 按組件
    • 中央處理器 (CPU)
    • 圖形處理單元 (GPU)
    • 神經網絡處理器 (NNP)
    • 其他組件
  • 通過申請
    • 消費類電子產品
    • 車載
    • 醫療保健
    • 自動化/機器人
    • 其他應用
  • 區域信息
    • 北美
    • 歐洲
    • 亞太地區
    • 拉丁美洲
    • 中東

第7章競爭格局

  • 公司簡介
    • Advanced Micro Devices Inc.(AMD)
    • Xilinx Inc.
    • Graphcore Ltd
    • Huawei Technologies Co. Ltd
    • IBM Corporation
    • Intel Corporation
    • NVIDIA Corporation
    • Micron Technology Inc.
    • Samsung Semiconductor(Samsung Electronics Co. Ltd)

第8章 投資分析

第9章 市場將來性

簡介目錄
Product Code: 64258

The AI chipsets market is anticipated to register a CAGR of 39% during the forecast period. Various factors, such as a rise in demand for edge analytics, autonomous driving, and smart appliances in the consumer electronics industry, are anticipated to support the market growth.​

Key Highlights

  • The rapidly growing demand for machine learning in multiple sectors, such as automotive, finance, and retail, boosts the adoption of AI technology. The most famous application of AI chipsets in the automotive industry includes manufacturing a driverless car to achieve the L5 level of autonomous technology.​
  • Artificial intelligence (AI) is entering nearly every aspect of consumer electronics. Its uses are growing beyond cell phones to include the automotive industry. This growth is bringing a slew of new prospects to the semiconductor industry. The requirement to process a constantly rising volume of data is a major element influencing the AI chipset market's growth.
  • Moreover, as AI enables machines to perform various activities like those operated by human beings, numerous opportunities are expected to open in the future. Additionally, the growing focus on developing human-aware AI systems is boosting the growth of the market. However, the lack of a skilled workforce and the absence of standards and protocols are restraining the market growth.​
  • The need for a large number of ASICs is anticipated to rise as artificial intelligence gains more ground in global technology. Companies, such as Amazon and Google, are already in the process of fortifying their server silicon endeavors. ​
  • Companies are using new technologies, such as artificial intelligence, to design new AI chips. For instance, as per a paper published in the journal Nature in June 2021, Google is using AI and machine learning to help design its next generation of AI chips. According to the company, work that takes months for humans can be completed by AI in under six hours.
  • Furthermore, the increasing neuromorphic research is an emerging field within the areas of AI hardware anticipated to boost the demand for AI chips. The intuition here is to develop techniques inspired by the real neurons in the brain function; hence, the name neuromorphic was used. The low energy and high-quality output of neurons have enthused researchers to develop Spiking Neural Networks (SNNs). However, these SNNs require hardware of their own. ​
  • The outbreak of COVID-19 has negatively impacted the AI chipsets market's supply chain and production. The impact on semiconductor producers was severe. The acceptance of AI for improving consumer services and reducing operational costs, the expanding number of AI applications, improving processing power, and the growing adoption of deep learning and neural networks are major market drivers. Many companies in the semiconductor supply chain worldwide restricted or even stopped operations due to workforce constraints, causing a bottleneck for semiconductor-dependent end-product companies.

AI Chipsets Market Trends

Consumer Electronics Is Expected to Witness Significant Growth

  • Semiconductor chip shortage halted the production of consumer electronics worldwide due to the COVID-19 pandemic. However, the pandemic created a huge demand for consumer electronics, such as laptops, desktops, and gaming consoles, causing chaos for product companies, manufacturers, and end consumers. Equipment manufacturers focused on meeting this demand from the volatile consumer technology market. The chip shortage and high demand scenario are expected to continue until the next 2 to 3 years, driving the demand for AI chips for consumer electronics.
  • The market will benefit from the increased use of quantum computing technologies to tackle complicated issues and perform analytical computations. For example, Google LLC's Sycamore quantum computer is the fastest computer, capable of completing work in roughly 200 seconds. Artificial intelligence, machine learning, computer vision, Big Data, AR/VR, and other technologies enable quantum computers. The expanding understanding of quantum computing will boost the demand for AI chipsets, thus boosting the industry's growth.
  • AI technologies have been deployed in various industries, including automotive and manufacturing, to streamline processes. The industry may benefit from manufacturers' focus on enhanced AI-based solutions during the pandemic. For example, in May 2020, Nvidia Corporation updated its EGX Edge AI platform by launching new devices, namely, the EGX Jetson Xavier NX and EGX A100.
  • The consumer electronics category is likely to occupy a major proportion of the AI chipset market during the forecast period. Various electronic devices, such as tablets and smartphones, are in high demand in the market with high-end specifications. Numerous manufacturers are continuously introducing novel AI chipsets to cater to the rising demand. For instance, in May 2022, MediaTek, a Taiwanese chipmaker, announced the Genio architecture for artificial intelligence of things (AIoT) devices, as well as the Genio 1200 chip. Premium AIoT solutions based on the Genio 1200 chip will be widely accessible in the latter half of 2022, according to MediaTek.
  • The AI chipsets market is being driven by the increasing need for high-speed computer processors and increasing demand for better customer services and lower operating costs. The industry is being restrained by a shortage of experienced labor and a lack of standards and protocols.

Asia-Pacific Is Anticipated to Witness Significant Growth

  • The Asia-Pacific market is projected to grow significantly due to emerging economies like South Korea, India, and China. The increased acceptance of AI-based solutions will support the market's healthy expansion in the region. The growing application of AI chipsets in consumer electronics, such as smartphones, tablets, and laptops, involves integrating voice commands, among others, which has resulted in the high adoption of AI chipsets in the region.
  • Japan was one of the first nations to adopt a national AI policy. Japan's approach, primarily focused on making AI helpful to both society and the economy, intends to expand AI R&D skills, build AI systems with industrial applications, and prepare workers for labor market transformations. In June 2019, Prime Minister Shinzo Abe unveiled a plan to train 250,000 people in AI skills annually by 2025.
  • The integration of voice commands, enhancement of photography experience, gathering and sorting relevant data based on previous searches, and other applications of AI chipsets in consumer electronics, such as smartphones, tablets, and laptops, resulted in the high adoption of AI chipsets.
  • The region is home to the world's largest smartphone manufacturers and semiconductor companies. China, Japan, Taiwan, and South Korea account for roughly 80% of smartphone manufacturers worldwide. The greatest population has led to increased smartphone usage, which is likely to drive market growth.
  • Several market players in the region are at the forefront of developing and producing AI chips. For instance, in August 2021, Baidu, a Chinese tech giant, started mass-producing second-generation Kunlun AI chips to become a major player in the chip industry. According to Baidu, the new generation of Kunlun AI chips is produced using 7 nm process technology, with computational capability 2-3 times better than the previous generation.

AI Chipsets Market Competitor Analysis

  • Though some small and large global companies have influenced the market, the AI chipsets market is expected to be moderately consolidated. The market is still in its early stages of development. Some of the prominent participants in the current industry include Intel Corporation, Samsung Electronics, NVIDIA Corp., Xilinx Inc., and Micron Technology. To obtain leading positions in the AI chipsets market, these players are engaged in competitive strategic advancements, such as collaborations, new product innovations, and market expansions.
  • August 2021 - IBM announced a new chip, Telum, which is expected to allow IBM clients to leverage deep learning inference at scale. This chip features a centralized design enabling clients to leverage the full power of the AI processor for AI-specific workloads, making it suitable for financial services workloads, such as loan processing, clearing and settlement of trades, fraud detection, anti-money laundering, and risk analysis.

Additional Benefits:

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

TABLE OF CONTENTS

1 INTRODUCTION

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

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

  • 4.1 Market Overview
  • 4.2 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.2.1 Threat of New Entrants
    • 4.2.2 Bargaining Power of Buyers
    • 4.2.3 Bargaining Power of Suppliers
    • 4.2.4 Threat of Substitute Products
    • 4.2.5 Intensity of Competitive Rivalry
  • 4.3 Industry Value Chain Analysis
  • 4.4 Assessment of the Impact of COVID-19 on the AI Chipsets Market

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Increase in Demand for Autonomous Driving Technology
    • 5.1.2 Growth in Edge Analytics for IoT Application
  • 5.2 Market Restraints
    • 5.2.1 Complexity in Design and AI Interface

6 MARKET SEGMENTATION

  • 6.1 By Component
    • 6.1.1 Central Processing Unit (CPU)
    • 6.1.2 Graphics Processing Unit (GPU)
    • 6.1.3 Neural Network Processor (NNP)
    • 6.1.4 Other Components
  • 6.2 By Application
    • 6.2.1 Consumer Electronics
    • 6.2.2 Automotive
    • 6.2.3 Healthcare
    • 6.2.4 Automation and Robotics
    • 6.2.5 Other Applications
  • 6.3 By Geography
    • 6.3.1 North America
    • 6.3.2 Europe
    • 6.3.3 Asia-Pacific
    • 6.3.4 Latin America
    • 6.3.5 Middle-East

7 COMPETITIVE LANDSCAPE

  • 7.1 Company Profiles
    • 7.1.1 Advanced Micro Devices Inc. (AMD)
    • 7.1.2 Xilinx Inc.
    • 7.1.3 Graphcore Ltd
    • 7.1.4 Huawei Technologies Co. Ltd
    • 7.1.5 IBM Corporation
    • 7.1.6 Intel Corporation
    • 7.1.7 NVIDIA Corporation
    • 7.1.8 Micron Technology Inc.
    • 7.1.9 Samsung Semiconductor (Samsung Electronics Co. Ltd)

8 INVESTMENT ANALYSIS

9 FUTURE OF THE MARKET