アジア太平洋のサーバーGPU (AI・半導体) 市場：用途・製品・国別の分析・予測 (2023-2028年)

アジア太平洋のサーバーGPU (AI・半導体) の市場規模は、2023年の32億8,420万米ドルから、予測期間中はCAGR 33.97%で推移し、2028年には141億7,100万米ドルに達すると予測されています。

中央集中型のクラウドサーバーだけに依存するのではなく、データソースの近くでデータを処理できるエッジコンピューティングの台頭が、GPUサーバーの需要に拍車をかけています。さらに、データセンターや企業環境における仮想化の動向の高まりも、GPUサーバーの必要性を高める大きな要因となっています。

アジア太平洋のサーバーGPU (AI・半導体) 市場は、いくつかの重要な要因によって急速な成長を遂げています。データをソースの近くで処理するエッジコンピューティングの普及が、高性能GPUサーバーの需要を大幅に押し上げています。さらに、データセンターや企業環境における仮想化の動向の高まりが、市場の拡大を後押ししています。同地域では、自動車、医療、金融などさまざまな分野でAIの開発と統合に力を入れており、高度なGPUソリューションへのニーズがさらに高まっています。政府の取り組みや技術インフラへの大規模な投資も市場の成長を支えています。アジア太平洋地域の大手企業は、高まる需要に対応するために革新的なGPU技術に投資しており、市場の継続的な拡大と技術的進歩を確実なものにしています。

市場の分類：

セグメント1：用途 (エンドユーザー) 別

• クラウドコンピューティング
• HPCアプリケーション

セグメント2：製品タイプ (構成タイプ) 別

• シングルGPU
• デュアル/クアッドGPU
• 高密度GPU

セグメント3：国別

• 日本
• 中国
• インド
• オーストラリア
• シンガポール
• その他

当レポートでは、アジア太平洋のサーバーGPU (AI・半導体) の市場を調査し、業界の動向、エコシステム、進行中のプログラム、市場成長促進要因・抑制要因、市場規模の推移・予測、各種区分・地域/主要国別の詳細分析、競合情勢、主要企業のプロファイルなどをまとめています。

目次

調査範囲

エグゼクティブサマリー

第1章 市場

• 業界展望
  • 進行中の動向
  • 設備のアップグレードとプロセスの改善
  • 進化するサーバー容量に対応する適応型冷却ソリューション
  • データセンターエンドユーザーの予算と調達モデル
  • ステークホルダー分析
  • エコシステム/進行中のプログラム
• 事業力学
  • 事業促進要因
  • 事業上の課題
  • 市場戦略・展開
  • 事業機会

第2章 地域

• アジア太平洋
  • アジア太平洋 (国別)

第3章 市場：競合ベンチマーキング・企業プロファイル

• 競合ベンチマーキング
• 市場シェア分析
  • GPU製造業者
  • GPUサーバー製造業者
• 企業プロファイル
  • サーバーGPU製造業者

第4章 調査手法

List of Figures

• Figure 1: Asia-Pacific AI and Semiconductors - A Server GPU Market, $Billion, 2022-2028
• Figure 2: Asia-Pacific AI and Semiconductors - A Server GPU Market (by End User), $Billion, 2022-2028
• Figure 3: Asia-Pacific AI and Semiconductors - A Server GPU Market (by Facility Type), $Billion, 2022-2028
• Figure 4: Asia-Pacific AI and Semiconductors - A Server GPU Market (by Configuration Type), $Billion, 2022-2028
• Figure 5: Asia-Pacific AI and Semiconductors - A Server GPU Market (by Form Factor), $Billion, 2022-2028
• Figure 6: AI and Semiconductors - A Server GPU Market (by Region), $Million, 2022
• Figure 7: Nvidia's Official Roadmap
• Figure 8: Domestic Electricity Consumption of Different Selected Countries vs. Data Centers in 2020 in TWh
• Figure 9: HPC Cluster Project Growth, 2019-2020
• Figure 10: Crypto Transaction Volume Growth, 2020-2022
• Figure 11: Distribution of 500 Supercomputers, June 2019
• Figure 12: Average Server Rack Density in Data Center, 2016-2020
• Figure 13: Ripple Effects in Server GPU Market due to Equipment Upgradation and Process Improvements
• Figure 14: Stakeholder Analysis
• Figure 15: Value Chain Analysis
• Figure 16: Cryptocurrency Ownership by Country, 2021-2022
• Figure 17: Dynamics of Data Generation, Replication, and Utilization, 2019-2023
• Figure 18: Share of Key Market Strategies and Developments, 2019-2023
• Figure 19: Product Development and Innovations (by Company)
• Figure 20: Partnerships, Collaborations, Joint Ventures, and Alliances
• Figure 21: Competitive Benchmarking Matrix for Key AI and Semiconductors - A Server GPU Manufacturers
• Figure 22: Competitive Benchmarking Matrix for Key AI and Semiconductors - A Server GPU Server Manufacturers
• Figure 23: Market Share Analysis of AI and Semiconductors - A Server GPU Market (by GPU Manufacturer), 2022
• Figure 24: Market Share Analysis of AI and Semiconductors - A Server GPU Market (by GPU Server Manufacturer), 2022
• Figure 25: AI and Semiconductors - A Server GPU Market: Research Methodology
• Figure 26: Data Triangulation
• Figure 27: Top-Down and Bottom-Up Approach
• Figure 28: Assumptions and Limitations

List of Tables

• Table 1: Summary of Trends
• Table 2: Comparison of Air Cooling and Liquid Cooling
• Table 3: Comparison between Cost-Sensitive Buyers and Premium/High-End Buyers
• Table 4: Key Consortiums, Associations, and Regulatory Bodies in the AI and Semiconductors - A Server GPU Market

Introduction to Asia-Pacific AI and Semiconductors - A Server GPU Market

The Asia-Pacific AI and semiconductor - a server GPU market accounted for $3,284.2 million in 2023 and is expected to grow at a CAGR of 33.97% and reach $14,171.0 million by 2028. The rise of edge computing, which processes data near its source instead of relying solely on centralized cloud servers, is fueling the demand for GPU servers. Additionally, the growing trend of virtualization in data centers and enterprise environments is a major factor driving the need for GPU servers.

Market Introduction

The Asia-Pacific AI and semiconductors market, particularly for server GPUs, is experiencing rapid growth driven by several key factors. The proliferation of edge computing, which processes data near its source, is significantly boosting the demand for high-performance GPU servers. Additionally, the increasing trend toward virtualization in data centers and enterprise environments is propelling market expansion. The region's strong focus on AI development and integration across various sectors, including automotive, healthcare, and finance, is further enhancing the need for advanced GPU solutions. Government initiatives and substantial investments in technology infrastructure are also supporting market growth. Leading companies in the APAC region are investing in innovative GPU technologies to meet the rising demand, ensuring the market's continued expansion and technological advancement.

Market Segmentation:

Segmentation 1: by Application (End User)

• Cloud Computing
• HPC Application

Segmentation 2: by Product (Configuration Type)

• Single GPU
• Dual to Quad GPU
• High-Density GPU

Segmentation 3: by Country

• Japan
• China
• India
• Australia
• Singapore
• Rest-of-Asia-Pacific

How can this report add value to an organization?

Product/Innovation Strategy: In the ever-evolving realm of server GPU technology, notable advancements are reshaping the landscape, with a focus on optimizing data center performance. Leveraging cutting-edge solutions, including AI-driven analytics and real-time monitoring platforms, server GPU technology offers intricate insights into server health, workload management, and resource utilization. Innovations such as advanced data center cooling techniques contribute to efficient temperature regulation, ensuring optimal server functionality. The market encompasses a diverse range of solutions, from high-performance computing platforms to precision cooling systems, enabling businesses to elevate operational efficiency and minimize resource utilization effectively.

Growth/Marketing Strategy: The AI and semiconductor - a server GPU market has experienced notable growth strategies adopted by key players. Business expansions, collaborations, and partnerships have played a crucial role. Companies are expanding their reach to multiple markets, establishing alliances, and entering research collaborations to strengthen their technological capabilities. Collaborative initiatives between technology companies and domain experts are propelling the advancement of cutting-edge monitoring tools. Furthermore, strategic joint ventures are facilitating the integration of diverse expertise, significantly enhancing the market presence of these solutions. This collaborative approach is pivotal in creating comprehensive, user-friendly, and efficient server GPU solutions.

Competitive Strategy: In the dynamic realm of the AI and semiconductor - a server GPU market, manufacturers are expanding their product portfolios to cater to diverse computing needs and applications. Rigorous competitive benchmarking reveals the distinct strengths of market players, highlighting their unique solutions and regional expertise. Strategic collaborations with research institutions and technology organizations are pivotal drivers of innovation, shaping the evolution of the server GPU landscape.

Table of Contents

Scope of the Study

Executive Summary

1 Market

• 1.1 Industry Outlook
  • 1.1.1 Ongoing Trends
    • 1.1.1.1 Timeline of GPU and Server Design Upgrades
    • 1.1.1.2 Data Center Capacities: Current and Future
    • 1.1.1.3 Data Center Power Consumption Scenario
    • 1.1.1.4 Other Industrial Trends
      • 1.1.1.4.1 HPC Cluster Developments
      • 1.1.1.4.2 Blockchain Initiatives
      • 1.1.1.4.3 Super Computing
      • 1.1.1.4.4 5G and 6G Developments
      • 1.1.1.4.5 Impact of Server/Rack Density
  • 1.1.2 Equipment Upgrades and Process Improvements
  • 1.1.3 Adaptive Cooling Solutions for Evolving Server Capacities
    • 1.1.3.1 Traditional Cooling Techniques
    • 1.1.3.2 Hot and Cold Aisle Containment
    • 1.1.3.3 Free Cooling and Economization
    • 1.1.3.4 Liquid Cooling Systems
  • 1.1.4 Budget and Procurement Model of Data Center End Users
  • 1.1.5 Stakeholder Analysis
    • 1.1.5.1 Value Chain Analysis
  • 1.1.6 Ecosystem/Ongoing Programs
    • 1.1.6.1 Consortiums, Associations, and Regulatory Bodies
• 1.2 Business Dynamics
  • 1.2.1 Business Drivers
    • 1.2.1.1 Surging Demand for Cryptocurrency Mining
    • 1.2.1.2 Rising Enterprise Adoption of Data Center GPUs for High-Performance Computing Applications
  • 1.2.2 Business Challenges
    • 1.2.2.1 High Bargaining Power of GPU Manufacturers
  • 1.2.3 Market Strategies and Developments
  • 1.2.4 Business Opportunities
    • 1.2.4.1 Technological Advancement in High-Performing Computing (HPC)
    • 1.2.4.2 Government Support for Smart City Development and Digitalization

2 Region

• 2.1 Asia-Pacific
  • 2.1.1 Asia-Pacific (by Country)
    • 2.1.1.1 Japan
    • 2.1.1.2 China
    • 2.1.1.3 Australia
    • 2.1.1.4 Singapore
    • 2.1.1.5 India
    • 2.1.1.6 Rest-of-Asia-Pacific

3 Markets - Competitive Benchmarking & Company Profiles

• 3.1 Competitive Benchmarking
• 3.2 Market Share Analysis
  • 3.2.1 By GPU Manufacturer
  • 3.2.2 By GPU Server Manufacturer
• 3.3 Company Profiles
  • 3.3.1 Server GPU Manufacturer
    • 3.3.1.1 ASUSTeK Computer Inc.
      • 3.3.1.1.1 Company Overview
      • 3.3.1.1.2 Product and Customer Portfolio Analysis
    • 3.3.1.2 INSPUR Co., Ltd.
      • 3.3.1.2.1 Company Overview
      • 3.3.1.2.2 Product and Customer Portfolio Analysis
    • 3.3.1.3 Huawei Technologies Co., Ltd.
      • 3.3.1.3.1 Company Overview
      • 3.3.1.3.2 Product and Customer Portfolio Analysis
    • 3.3.1.4 GIGA-BYTE Technology Co., Ltd.
      • 3.3.1.4.1 Company Overview
      • 3.3.1.4.2 Product and Customer Portfolio Analysis
    • 3.3.1.5 Advantech Co., Ltd.
      • 3.3.1.5.1 Company Overview
      • 3.3.1.5.2 Product and Customer Portfolio Analysis
    • 3.3.1.6 Fujitsu
      • 3.3.1.6.1 Company Overview
      • 3.3.1.6.2 Product and Customer Portfolio Analysis

4 Research Methodology

• 4.1 Primary Data Sources
• 4.2 Secondary Data Sources
• 4.3 Market Estimation and Forecast