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Gartner predict,2024 Year AI Chip sales revenue will be compared 2023 Annual growth 33%。
The analysis agency said today that the sales of artificial intelligence processors will reach 710 More than 100 million US dollars, and last year's sales were 536 One hundred million U.S. dollars.also,Gartner Forecast, to 2025 In the year, this income will be further increased 29%, Reach near 920 One hundred million U.S. dollars.
So, the growth rate is slowing, right?This year's growth 33%, Next year's growth 29%。
for AI chip,Gartner It seems that any processor or accelerator that can accelerates machine learning tasks in the hardware, whether it is the data center accelerator,AI PC The processor is a device in the car.
Having said that, the growth of the artificial intelligence chip is driven by the data center.according to Gartner Data, expected 710 Among the $ 100 million artificial intelligence semiconductor income, data center products alone are occupied 210 One hundred million U.S. dollars.What are important in these server -level components are Nvidia of Hopper And to be launchedBlackwell GPUFrom AMD, Intel and other suppliers competition GPU And other processors will undoubtedly contribute to the total.
Gartner vicePresident analyst Alan Priestly Represents: Today, generate artificial intelligence (GenAI) It is promoting the needs of data centers for high -performance artificial intelligence chips.arrive 2024 In the year, the value of the artificial intelligence accelerator (used to uninstall the data processing of the microprocessor) in the server will reach 210 100 million dollars, to 2028 The year will increase 330 One hundred million U.S. dollars.
also,Gartner express,2024 Nearly half of the income of artificial intelligence chips (334 100 million dollars) In the future, artificial intelligence in the future PC, Car and other general computer equipment.Interestingly, according to it Gartner It is said that consumer electronics with artificial intelligence will only produce only 18 Earlier of 100 million US dollars.It assumes artificial intelligence PC This year only accounts for all personal computer shipments 22%。In fact, the profit of automobile applications is much larger, and the estimated income will reach 71 One hundred million U.S. dollars.
People want artificial intelligence computers to stimulate the tableThe growth of the machine market is due to Intel,AMD And Qualcomm's chip, the latter launched Snapdragon X EliteEssenceApplicable to launch Windows New type Arm Before the chip, the emergence of artificial intelligence computers clearly brought positive first quarter results to the industry.However, it depends on whether users believe that artificial intelligence computers are worth buying.
Car chip, demand increased greatly
according to IDC "Global Semiconductor Automobile Ecosystem and Supply Chain", with the development of the automotive industry to digital and intelligent,IDC It is expected that the global automotive semiconductor market will experience unprecedented growth.IDC Forecast, with the driving assistance system (ADAS),electric car (EV) Connected by car (IoV) Popularization of high performance calculation (HPC) Chip, image processing unit (IPU)The demand for semiconductors such as radar chips and lidar sensors will continue to increase.These technologies have improved car safety and brought new growth opportunities to the semi -conductive industry.according to IDC It is said that the demand for automotive semiconductor in the next few years will increase significantly.
Globally, governments' restrictions on automobile emissions and support policies for new energy vehicles have further stimulated the market demand of electric vehicles and hybrid vehicles, especially in China, Europe and North America.Promote the rapid development of this field.
IDC Research Director of Asia Pacific Adela GuoPoint out: 2027 In the year, the global automotive semiconductor market revenue will exceed 85 One hundred million U.S. dollars.2023 End 2027 Compound annual growth rate during the year (CAGR) Will reach 7%。
In general, with the popularity of electric vehicles and the advancement of automobile technology, the automotive semiconductor market is expected to maintain a strong growth momentum.This trend provides unparalleled opportunities for semiconductor manufacturers, prompting them to plan new development paths and voteFundamental technological innovation and capacity expansion.
Auto semiconductor technology is essential for multiple applications.High -performance chips in autonomous driving achieve real -time perception and decision -making through sensors, cameras and radar data processing.In intelligent cockpit, the semiconductor is power supply for high -resolution display, voice recognition and touch screen interface, which improves comfort and interaction.For power systems, they manage motor control and energy efficiency in electric vehicles and hybrid vehicles.In addition, semiconductor is supported by support ADAS To enhance the security and control of the chassis and body system.These progress improves vehicle performance and user experience, and has promoted the significant growth of the semiconductor market.
Adela GuoEmphasizing: Among the many cases, the smart cockpit and autonomous driving field has gone through rapid growth. The prediction shows that2027They will occupy the year50%The above market share.
With the continuous penetration of application scenarios,5GThe maturity of communication technology and the promotion of networking of the car, the application of semiconductors on cars will be more extensive and profound.In the future, the automotive semiconductor market will make breakthroughs in technological innovation and cost control, and will become a key driving force for promoting the reform of the automotive industry, and meet the continuous upgrading of automobiles in terms of safety, comfort, and environmental protection.
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