欧州のAIと半導体- サーバー用GPU市場：用途別、製品別、国別 - 分析と予測（2023年～2028年）

欧州のAIと半導体- サーバー用GPUの市場規模は、2023年に53億3,780万米ドルとなりました。

同市場は今後29.87%のCAGRで拡大し、2028年には197億1,870万米ドルに達すると予測されています。GPUサーバーの市場は、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、よりソースに近いところでデータを処理するエッジコンピューティングの人気の高まりによって上昇しています。さらに、職場やデータセンター環境における仮想化の動向の高まりが、GPUサーバーの需要を後押ししています。

欧州のAIと半導体市場は、特にサーバーGPU分野で急成長しています。AIで必要とされる高度な計算を処理するために、サーバーGPUは迅速なデータ処理と性能向上を促進するために極めて重要です。GPUサーバーのニーズは、データをよりソースに近いところで処理するエッジコンピューティングの出現と、データセンターや企業環境における仮想化の動向の拡大が主な要因となっています。さらに、欧州連合（EU）がデジタルトランスフォーメーションを重視し、AIの研究開発に資金を配分していることも、イノベーションを刺激し、市場の見通しを強めています。業界の大手企業は、半導体と人工知能の変化する要件を満たすために、常に製品ラインを改善しています。

当レポートでは、欧州のAIと半導体- サーバー用GPU市場について調査し、市場の概要とともに、用途別、製品別、国別の動向、および市場に参入する企業のプロファイルなどを提供しています。

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
• ビジネスダイナミクス

第2章 地域

• 欧州
  • 欧州（国別）

第3章 市場-競合ベンチマーキングと企業プロファイル

• 競合ベンチマーキング
• 市場シェア分析
  • GPUメーカー別
  • GPUサーバーメーカー別
• 企業プロファイル
  • GPUメーカー

第4章 調査手法

List of Figures

• Figure 1: Europe AI and Semiconductors - A Server GPU Market, $Billion, 2022-2028
• Figure 2: Europe AI and Semiconductors - A Server GPU Market (by End User), $Billion, 2022-2028
• Figure 3: Europe AI and Semiconductors - A Server GPU Market (by Facility Type), $Billion, 2022-2028
• Figure 4: Europe AI and Semiconductors - A Server GPU Market (by Configuration Type), $Billion, 2022-2028
• Figure 5: Europe 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: Global 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: Global 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
• Table 5: Government Programs to Promote AI and Semiconductors - A Server GPU Market, Europe, 2023-2033

Introduction to Europe AI and Semiconductors - A Server GPU Market

The Europe AI and semiconductor - a server GPU market accounted for $5,337.8 million in 2023 and is expected to grow at a CAGR of 29.87% and reach $19,718.7 million by 2028. The market for GPU servers is rising due to the growing popularity of edge computing, which handles data closer to its source rather than depending just on centralized cloud servers. Furthermore, the increasing trend for virtualization in workplace and data center settings propels the demand for GPU servers.

Market Introduction

Artificial Intelligence and semiconductor market in Europe is growing rapidly, especially in the server GPU segment due to increased usage of AI across industries and technical breakthroughs. In order to handle the sophisticated computations needed by AI applications, server GPUs are crucial for facilitating quicker data processing and better performance. The need for GPU servers is being driven primarily by the emergence of edge computing, which processes data closer to its source, and the expanding trend of virtualization in data centers and enterprise environments. Furthermore, the European Union's emphasis on digital transformation and its allocation of funds towards AI research and development are stimulating innovation and augmenting market prospects. Leading companies in the industry are always improving their product lines to satisfy the changing requirements of semiconductor and artificial intelligence applications. This report explores the current market dynamics, leading companies, and future trends shaping the European server GPU market within the broader AI and semiconductor landscape.

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 Region

• Germany
• France
• Netherlands
• Italy
• Ireland
• U.K.
• Rest-of-Europe

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
    • 1.1.6.2 Government Programs
      • 1.1.6.2.1 Europe
• 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 Europe
  • 2.1.1 Europe (by Country)
    • 2.1.1.1 Italy
    • 2.1.1.2 France
    • 2.1.1.3 Netherlands
    • 2.1.1.4 Germany
    • 2.1.1.5 Ireland
    • 2.1.1.6 U.K.
    • 2.1.1.7 Rest-of-Europe

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 GPU Manufactturer
    • 3.3.1.1 Imagination Technologies
      • 3.3.1.1.1 Company Overview
      • 3.3.1.1.2 Product and Customer Portfolio Analysis

4 Research Methodology

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