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AIコンピューティングハードウェア市場-成長、動向、および予測(2020年~2025年)

AI Computing Hardware Market - Growth, Trends, and Forecasts (2020 - 2025)

出版日: | 発行: Mordor Intelligence Pvt Ltd | ページ情報: 英文 120 Pages | 納期: 2-3営業日

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AIコンピューティングハードウェア市場-成長、動向、および予測(2020年~2025年)
出版日: 2020年08月01日
発行: Mordor Intelligence Pvt Ltd
ページ情報: 英文 120 Pages
納期: 2-3営業日
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  • 概要
  • 目次
概要

世界のAIコンピューティングハードウェアの市場規模は、予測期間(2020年~2025年)中に26%のCAGRで成長すると予想されています。最近では、AIブームにより、自動運転や監視カメラなどの特定の用途向けに最適化された、より専門的なチップを開発するスタートアップハードウェア企業の流れが高まっています。 また、クラウドサービスの数の増加は、AIコンピューティングハードウェア市場の成長に役立つ可能性があります。

  • 防衛部門におけるAIコンピューティングハードウェアの需要が市場を牽引しています。空軍は、パターン認識、イベント推論、意思決定、アダプティブラーニング、およびエネルギー効率の高い有人および無人航空機での自律タスクのために、型にはまらないコンピューティングアーキテクチャを必要としています。
  • フィールドプログラマブルゲートアレイ(FPGA)の採用は、市場を牽引します。 FPGAは、低熱出力と低レイテンシを提供し、大きな可能性を秘めた深層学習プロセッサを提供します。
  • ただし、COVID-19の影響は、サプライチェーンの大幅な減速により、市場の成長に影響を与えます。

当レポートでは、AIコンピューティングハードウェア市場を調査し、市場概要、市場の成長要因および阻害要因の分析、タイプ別・エンドユーザー別・地域別の市場規模の推移と予測、競合情勢、主要企業のプロファイル、市場機会など、包括的な情報を提供しています。

目次

第1章 イントロダクション

第2章 調査手法

第3章 エグゼクティブサマリー

第4章 市場力学

  • 市場概要
  • 市場の推進力
    • 防衛部門におけるAIコンピューティングハードウェアの需要
    • ハイコンピューティングスピードのためのフィールドプログラマブルゲートアレイ(FPGA)の採用
  • 市場の抑制要因
    • 限られた数のAIエキスパートと高電力消費
  • 業界のバリューチェーン分析
  • 業界の魅力-ポーターのファイブフォース分析
    • 新規参入業者の脅威
    • 買い手の交渉力/消費者の交渉力
    • 供給企業の交渉力
    • 代替製品の脅威
    • 競争企業間の敵対関係

第5章 市場セグメンテーション

  • タイプ別
    • スタンドアロンビジョンプロセッサ
    • エンベデッドビジョンプロセッサ
    • スタンドアロンサウンドプロセッサ
    • エンベデッドサウンドプロセッサ
  • エンドユーザー別
    • BFSI
    • 自動車
    • ヘルスケア
    • ITとテレコム
    • 航空宇宙および防衛
    • エネルギーとユーティリティ
    • 政府および公共サービス
    • その他のエンドユーザー
  • 地域別
    • 北米
    • 欧州
    • アジア太平洋
    • その他の地域

第6章 競合情勢

  • 企業プロファイル
    • Cadence Design Systems Inc.
    • Synopsys Inc.
    • NXP Semiconductors NV
    • CEVA Inc.
    • Allied Vision Technologies GmbH
    • Arm Limited
    • Knowles Electronics LLC
    • GreenWaves Technologies
    • Andrea Electronics Corporation
    • Basler AG

第7章 投資分析

第8章 市場機会と動向

目次
Product Code: 69682

The AI computing hardware market is expected to record a CAGR of 26% during the forecast period (2020-2025). More recently, the AI boom has sparked a stream of startup hardware companies developing more specialized chips, which are optimized for specific applications, such as autonomous driving and surveillance cameras. Graphcore and a few other players offer much more flexible chips, which are not only crucial for developing AI applications but also much more challenging to produce. In December 2019, Microsoft funded USD 200 million to Graphcore to find hardware that will make its cloud services more attractive to the growing number of customers for AI applications. If sustained, the increasing number of cloud services may help in growing the hardware market.

  • The demand for AI computing hardware in the defense sector drives the market. The air force needs unconventional computing architectures for pattern recognition, event reasoning, decision making, adaptive learning, and autonomous tasking on energy-efficient manned and unmanned aircraft. As per researchers, the major focus area is neuromorphic computing or brain-inspired computing that involves processors more advanced than more-traditional the Von Neumann architectures. This kind of design could lead to unconventional circuits based on emerging nanotechnologies, like memristors and nano-photonics.
  • The adoption of field-programmable gate arrays (FPGAs) for high-computing speed drives the market. The FPGA provides low thermal outputs and low latencies and offer an alternative deep learning processor with great potential. For example, with some programming efforts, developers can modify FPGAs, like a software to execute various neural networks. If an application requires several neural networks over time, FPGAs represent a good option. Further, hardware accelerators, like FPGAs, are increasingly important in server systems that run heavy AI training or database workloads in many industries.
  • In September 2019, Intel announced to ship new Intel Stratix 10 DX field-programmable gate arrays (FPGAs) to help accelerate workloads in the cloud and in enterprises using Intel's data center technology. They also help increase bandwidth and hardware acceleration for some upcoming Intel Xeon Scalable processors, showing 37% lower latency and a theoretical top transfer rate of 28 Gbps.
  • However, the impact of COVID-19 affects the growth of the market due to the massive slowdown of the supply chain. In the chip sector, revenues have plunged by nearly 12%, globally, during the pandemic, dropping by nearly USD 57 billion compared to 2018, which may ultimately affect the AI computing processors. Intel saw zero growth in its core microprocessor segment in 2019, while sales of logic chips rose by 7%.
  • Further, the growth of the market can be observed in healthcare to provide processor helping medical doctors. In April 2020, AMD announced a COVID-19 HPC (high-performance computing) fund to provide research institutions with computing resources to accelerate medical research on COVID-19 and other diseases. The fund will include an initial donation of USD 15 million of high-performance systems powered by AMD EPYC CPUs (central processing units) and AMD Radeon Instinct GPUs (graphics processing units) to key research institutions. For medical customers, AMD is prioritizing and expediting product shipments, including AMD-embedded processors used in ventilators and respirators.

Key Market Trends

Automotive Sector to Witness Significant Growth

  • The automotive industry is going through a decade of rapid changes, as vehicles become more connected, new propulsion systems, such as electric motors, reach the mainstream, and the level of vehicle autonomy rises. Many car makers have already responded by announcing pilot projects in autonomous driving, which may need AI computing hardware.
  • For instance, NVIDIA DRIVE AGX self-driving compute platforms are built on NVIDIA Xavier, the world's first processor designed for autonomous driving. The auto-grade Xavier system-on-a-chip (SoC) is in production, and it is architected for safety, incorporating six different types of processors to run redundant and diverse algorithms for AI, sensor processing, mapping, and driving.
  • Further, Xpeng P7 is the first L3 autonomy-ready production vehicle in the Chinese market, powered by NVIDIA's DRIVE AGX Xavier system-on-a-chip, delivering 30 TOPS (trillions of operations per second) performance while consuming only 30 Watts of power. Its autonomous driving system, XPILOT3.0, is made for China's challenging roads. It contains 12 ultrasonic sensors, five millimeter-wave radars, 14 cameras, and the industry's only 360° multi-perception integrated system.
  • Further, in April 2020, the autonomous vehicle startup, Phantom AI, raised USD 22 million ina Series A financing led by Celeres Investments and joined by the US automaker, Ford Motor Co., and KT, South Korea's largest telecommunications company. Phantom AI focuses on including computer vision, sensor fusion, and control capabilities in its solutions and accelerate its production globally.
  • Furthermore, players are focusing on the next generation of intelligent viewing platforms for surround-view visualization, driver monitoring stand-alone vision processing, and e-mirror solutions. In April 2020, Ambarella announced the CV22FS and CV2FS automotive camera SoCs, with AI processing and ASIL-B compliance, in order to enable safety-related applications.
  • Moreover, combined with processor-integrated support for artificial intelligence and neural networks, COTS (commercial-off-the-shelf platform) offers everything developers need for smart vision systems. In February 2020, Congatec expanded a 3.5-inch offering to NXP i.MX8 processors. The new conga-SMC1 3.5-inch board not only features a SMARC socket for scalable processor performance, but it is also optimized for MIPI cameras, which can now be connected directly and without any additional hardware and can be used for situational awareness in autonomous vehicles.

Asia-Pacific to Register the Fastest Growth Rate

  • Asia-Pacific is expected to register a significant growth rate due to advancements in AI technology in countries, such as China and Japan, where players are focused on integrating computing hardware in the devices through partnerships.
  • In April 2020, the Chinese AI chip maker, Intellifusion, completed a pre-IPO round of financing of nearly CNY 1 billion (USD 141 million), led by Utrust VC, Forebright Capital, and its existing investor, Walden International. Intellifusion focuses on the field of visual intelligence. Its chip platform, Moss, recently launched the second-generation artificial intelligence chip, DeepEye1000, which is a heterogeneous multi-core visual analysis SoC with a custom instruction set neural network processor embedded.
  • The unit performance of DeepEye1000 increased by 20 times and the unit energy efficiency increased by 100 times, with system delay reducing by 200 times. It can be applied in the intelligent security, new business, intelligent transportation, intelligent manufacturing, intelligent storage, intelligent home, robot, intelligent supercomputing, and other industries. This further supports the market growth.
  • In August 2019, Huawei announced Ascend 910, its AI processor for data training, and its AI computing framework, MindSpore. The processor delivers 256 TeraFLOPS for half-precision floating points (FP16) and 512 TeraFLOPS for integer precision calculations (INT8), respectively. Further, Huawei plans to develop Atlas and MDC products based on Ascend processors, which can be provided to universities and other partners in India, as they develop applications to address industry-specific challenges. This may further boost the market growth in the future in India and China.
  • Further, today's edge computing devices are based on conventional, general-purpose GPUs. These processors are not generally capable of supporting the growing demand for AI-based processing requirements, such as image recognition and analysis, which need larger devices at a higher cost due to increases in power consumption and heat generation. Such devices and their limited performance are not desirable for state-of-the-art AI processing.
  • To address such issues, in March 2020, Socionext Inc. developed a prototype chip that incorporates newly developed quantized Deep Neural Network (DNN) technology, enabling highly advanced AI processing for small and low-power edge computing devices. The prototype is a part of a research project on "Updatable and Low Power AI-Edge LSI Technology Development", commissioned by the New Energy and Industrial Technology Development Organization (NEDO) of Japan. Further implemented, this may enable significant growth to the market.

Competitive Landscape

The AI computing hardware market is highly fragmented, and the major players have used various strategies, such as new product launches, agreements, joint ventures, partnerships, and acquisitions, to increase their footprints in this market. Key players are Cadence Design Systems Inc., Synopsys Inc., etc. Recent developments in the market include -

  • 2020 - Tenstorrent funded over USD 34 million for all-in-one computer system dubbed to Grayskull. Grayskull's architecture eliminates unnecessary computation to deliver a performance improvement on today's most-used AI models, allowing data scientists to train sophisticated AI without having to pay through the nose for cloud-hosted resources. The system features 120 of Tenstorrent's proprietary Tensix cores, each of which comprises a high-utilization packet processor, a single instruction multiple data (SIMD) processor, a dense math computational block and five reduced instruction set computer (RISC) cores.

Reasons to Purchase this report:

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

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Deliverables
  • 1.2 Study Assumptions
  • 1.3 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

  • 4.1 Market Overview
  • 4.2 Market Drivers
    • 4.2.1 Demand for AI Computing Hardware in the Defense sector
    • 4.2.2 Adoption of Field-programmable Gate Arrays (FPGA) for High Computing Speed
  • 4.3 Market Restraints
    • 4.3.1 Limited Number of AI Experts and High Power Consumption
  • 4.4 Industry Value Chain Analysis​
  • 4.5 Industry Attractiveness - Porter's Five Forces Analysis​
    • 4.5.1 Threat of New Entrants
    • 4.5.2 Bargaining Power of Buyers/Consumers
    • 4.5.3 Bargaining Power of Suppliers
    • 4.5.4 Threat of Substitute Products
    • 4.5.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

  • 5.1 Type
    • 5.1.1 Stand-alone Vision Processor
    • 5.1.2 Embedded Vision Processor
    • 5.1.3 Stand-alone Sound Processor
    • 5.1.4 Embedded Sound Processor
  • 5.2 End User
    • 5.2.1 BFSI
    • 5.2.2 Automotive
    • 5.2.3 Healthcare
    • 5.2.4 IT and Telecom
    • 5.2.5 Aerospace and Defense
    • 5.2.6 Energy and Utilities
    • 5.2.7 Government and Public Services
    • 5.2.8 Other End Users
  • 5.3 Geography
    • 5.3.1 North America
      • 5.3.1.1 United States
      • 5.3.1.2 Canada
    • 5.3.2 Europe
      • 5.3.2.1 Germany
      • 5.3.2.2 United Kingdom
      • 5.3.2.3 France
      • 5.3.2.4 Rest of Europe
    • 5.3.3 Asia-Pacific
      • 5.3.3.1 China
      • 5.3.3.2 Japan
      • 5.3.3.3 South Korea
      • 5.3.3.4 Rest of Asia-Pacific
    • 5.3.4 Rest of the World
      • 5.3.4.1 Latin America
      • 5.3.4.2 Middle-East and Africa

6 COMPETITIVE LANDSCAPE

  • 6.1 Company Profiles
    • 6.1.1 Cadence Design Systems Inc.
    • 6.1.2 Synopsys Inc.
    • 6.1.3 NXP Semiconductors NV
    • 6.1.4 CEVA Inc.
    • 6.1.5 Allied Vision Technologies GmbH
    • 6.1.6 Arm Limited
    • 6.1.7 Knowles Electronics LLC
    • 6.1.8 GreenWaves Technologies
    • 6.1.9 Andrea Electronics Corporation
    • 6.1.10 Basler AG

7 INVESTMENT ANALYSIS

8 MARKET OPPORTUNITIES AND FUTURE TRENDS

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