Market research agency Gartner It is believed that by 2024, the world AI ChipsTotal revenue will reach US$71.252 billion (currently approximately RMB 517.29 billion), a year-on-year increase of 33%.
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2024 will be the year with the most significant growth in AI chip revenueThe growth rate will decline in the next few years, but will continue to maintain double-digit growth percentages.
In 2025, the total global AI chip revenue is expected to reach US$91.955 billion (currently about RMB 667.593 billion).This will be an increase of approximately 29% based on this year's level.
In terms of details, this year's AI chip revenue from the computing electronics field will reach US$33.4 billion, accounting for 47% of the total.
Revenue from AI chips in the automotive sector is expected to reach $7.1 billion, while related revenue in the consumer electronics sector will be $1.8 billion.
Specifically in terms of categories, generative AI is driving up the demand for high-performance AI chips in data centers.The server AI accelerator market size has reached $21 billion this year(currently about RMB 152.46 billion), and is expected to increase to US$33 billion by 2028.
Analyst Alan Priestley expects that as the AI market moves from development to deployment,The trend of large technology companies developing their own AI computing chips will continue.
Technology giants choose customized chips to improve the efficiency of AI business operations and reduce the cost of providing AI services to customers.
The report also believes that this year, AI PCs with NPU will account for 22% of total PC shipments, and by 2026,Enterprises will completely eliminate non-AI PCs in commercial purchases.