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市場調査レポート
商品コード
1742523
データセンター用チップの世界市場:コンポーネント・データセンター規模・用途・エンドユーザー産業・地域別の機会および予測 (2018-2032年)Global Data Center Chip Market Assessment, By Component, By Data Center Size, By Application, By End-user Industry, By Region, Opportunities and Forecast, 2018-2032F |
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カスタマイズ可能
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データセンター用チップの世界市場:コンポーネント・データセンター規模・用途・エンドユーザー産業・地域別の機会および予測 (2018-2032年) |
出版日: 2025年06月06日
発行: Market Xcel - Markets and Data
ページ情報: 英文 229 Pages
納期: 3~5営業日
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世界のデータセンター用チップの市場規模は、予測期間中にCAGR 10.36%で推移し、2024年の145億9,000万米ドルから、2032年には321億米ドルに成長すると予測されています。
世界のデータセンター用チップ市場は、AI、クラウドコンピューティング、ビッグデータ技術の普及を背景に急速な成長を遂げています。主要企業による継続的な技術革新と、省エネルギーかつ高性能なチップへのニーズの高まりが、データセンターのアーキテクチャを大きく変革しています。
BFSI (銀行・金融・保険)、IT・通信、製造業といった各業界でデジタル化が加速する中、企業は膨大なデータを保存・処理・分析するための強力なインフラを必要としています。これにより、現代のデータセンターの中核機能を支える高性能かつエネルギー効率の高いチップへの需要が急増しています。
AI、機械学習 (ML)、クラウドコンピューティングといった先端技術は、もはやオプションではなく、業務の効率化、競争優位性の確保、リアルタイム意思決定のために不可欠な存在となっています。これらの技術には、より高い計算能力、帯域幅、効率性を備えた高度なチップが求められます。加えて、省エネルギー性とコスト効率への注目の高まりが、チップアーキテクチャの革新を促しています。例えば、2023年11月にはBroadcom Inc.がTrident 5-X12チップを発表しました。このチップには、NetGNTオンチップ推論エンジンが搭載されており、MLを活用してチップ全体のトラフィックパターンを認識することで、パケット処理パイプラインを強化し、ネットワーク分析機能を向上させています。
当レポートでは、世界のデータセンター用チップの市場を調査し、市場の定義と概要、市場規模の推移・予測、各種区分別の詳細分析、産業構造、市場成長への影響因子の分析、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。
Global data center chip market is projected to witness a CAGR of 10.36% during the forecast period 2025-2032, growing from USD 14.59 billion in 2024 to USD 32.10 billion in 2032. The global data center chip market is witnessing rapid growth, driven by the rising adoption of AI, cloud computing, and big data technologies. Ongoing innovations by leading players and the increasing need for energy-efficient, high-performance chips are reshaping data center architectures.
As digital adoption accelerates across sectors such as BFSI, IT and telecom, and manufacturing, organizations require more robust infrastructure to store, process, and analyze massive data volumes. This has sharply increased demand for high-performance and energy-efficient chips, which power the core functions of modern data centers.
Advanced technologies such as artificial intelligence (AI), machine learning (ML), and cloud computing are no longer optional-they are fundamental to operational excellence, competitive advantage, and real-time decision-making. These technologies require advanced chips with greater computing capability, bandwidth, and efficiency. Additionally, the growing emphasis on energy efficiency and cost-effectiveness has prompted innovations in chip architecture. For instance, in November 2023, Broadcom Inc. announced the launch of the Trident 5-X12 chip, which features the NetGNT on-chip inference engine. It augments the underlying packet-processing pipeline by utilizing ML for recognizing traffic patterns throughout the entire chip, enhancing network analysis.
In conclusion, the market's trajectory is shaped by both technological advancement and the digital economy's expansion. As the volume of global data generation continues to increase, the demand for high-efficiency data center chips is poised to remain strong, positioning this market for sustained growth and innovation in the upcoming years.
Rising Demand for Generative AI and Machine Learning Propels Global Data Center Chip Market Demand
The growing demand for generative AI, large language models, and advanced machine learning algorithms is one of the strongest inducements that drive the global data center chip market. As companies increasingly shift business applications to AI, ranging from customer service chatbots to predictive analytics and content generation, the landscape of enterprise operations continues to evolve. There has been a dramatic rise in demand for hardware which is fulfilling the purpose of building extraordinarily high-volume data processing in real time. Traditional CPUs are no longer sufficient to cope with generative AI inference and training computational requirements; hence, the evolution and deployment of top-tier AI accelerators and GPUs are accelerated. Furthermore, companies in the market are launching different high-tech data center chips to address the rising demand and offer better services to businesses.
For instance, in March 2022, NVIDIA Corporation released the H100 data center chips to address the demand as these chips are specifically meant for AI workloads and deliver up to two times the performance of earlier-generation CPUs, enabling faster model training, more throughput, and better inference capabilities. As the rapid growth of generative AI applications in healthcare, finance, and retail industries continues, chips such as H100 have become a necessity in ensuring AI-based services are scalable and efficient.
Strategic Innovation and Customization in Chip Architecture Surges Market Demand
Strategic innovation and customization in chips are another driving forces for the increase in global data center chip market demand. The strategic transformation towards power-efficient and optimized chip design is designed to target cloud computing, AI adoption, and data center efficiency. With increasing operating expenses and mounting challenges related to sustainability concerns, companies are emphasizing chips that not only deliver high performance but also use low power with reduced heat generation. This has led to tremendous R&D costs and collaborations towards developing novel chip solutions.
For instance, in May 2024, the collaboration between HCL Technologies Limited and Arm Limited announced the creation of bespoke AI silicon chips for data center efficiency. With Arm's Neoverse Compute Subsystems, they are concentrating on improving AI workloads without compromising energy efficiency and an increasingly important requirement in today's data centers. This action not only underscores the trend toward custom chip solutions but also indicates that the industry is moving away from one-size-fits-all processors to architecture-oriented silicon that could be customized for performance and power. With growing demand for cloud services and AI computing, the strategic partnerships and architectural breakthroughs are poised to continue to be priorities in the market, pushing the edge further in scalability, customizability, and sustainability.
BFSI Segment Holds Largest Global Data Center Chip Market Share
The Banking, Financial Services, and Insurance segment constitutes the largest market share of the global data center chip market. It is driven by the surging reliance of businesses on processing data in real time, cybersecurity, fraud detection, and customer personal experiences, all of which require high-performance computing platforms. Data center chips are essential to enable the rapid, secure, and efficient processing of data, allowing financial institutions to offer smooth digital services and making it easier for AI-driven analytics.
As the BFSI sector observes digital expansion, firms are deploying AI algorithms in investment modeling, credit scoring, risk analysis, and customer service using chatbots, driving the global data center chip market growth.
For instance, in February 2025, Intel Corporation introduced the Intel Xeon 6 processors, which feature performance cores to offer best-in-class performance for data centers, such as two times higher performance in AI calculations. The processors support complex financial calculations and AI workloads, making them highly desirable for banks and insurance companies.
North America Dominates Global Data Center Chip Market Size
North America is the market leader in the global data center chip market due to its high-tech infrastructure, strong position of leading semiconductor companies, and huge demand for cloud computing and artificial intelligence services. The area also accommodates some of the largest technology firms, such as Google LLC, NVIDIA Corporation, and Advanced Micro Devices, Inc. (AMD) investing in the development of high-performance and power-efficient chips to support large-scale data center and AI operations. In addition, the early implementations of emerging technologies such as generative AI, machine learning, and large language models in North America have also accelerated the demand for high-power data center chips.
For instance, in November of 2024, Advanced Micro Devices, Inc., launched a next-gen data center processor with AI acceleration integrated. The new chip provides enhanced data analytics and machine learning performance, providing enterprises with a significant boost for high-performance computing workloads in the data center.
Furthermore, government support for innovation, an increasing investment in R&D, and mature data center infrastructure give North America a competitive edge. All these together further strengthen the region's supremacy and are likely to keep propelling its leadership in the global data center chip market.
Impact of U.S. Tariffs on Global Data Center Chip Market
U.S. tariffs, especially imposed on Chinese imports of semiconductors, have caused significant disruptions in the global data center chip market. The tariffs have driven up the price of raw materials and components, which has affected the supply chain of cloud service providers and chipmakers that depend on international manufacturing centers. The firms are currently experiencing higher delivery timelines and production costs, causing higher prices for the final consumer. Subsequently, several companies are diversifying their supply chain, relocating production to such places as Southeast Asia or opening domestic chip fabrication. Over the long term, these tariffs have the potential to redefine the global chip supply chain by promoting regional independence and changing trade patterns within the data center space.
Key Players Landscape and Outlook
The global data center chip market is a competitive and fast-moving market with quick innovation, which keeps the industry fragmented. Several technology leaders are consistently developing and delivering advanced chips that support AI, cloud computing, and big data processing. The rise in energy efficiency requirements and high-performance computing has propelled the creation of custom silicon and AI accelerators, highlighting each company's shift to dominate this evolving market.
For instance, in February 2025, STMicroelectronics International N.V. announced a collaboration with Amazon Web Services, Inc. to launch a new computer chip for the growing integration of AI in data centers. Utilizing photonics technology, the chip employs light instead of electricity, boosting speed and reducing power consumption for AI-powered data centers. These sophisticated chips will play a vital role to play in transceivers, which are essential elements in data center infrastructure. Moreover, the market is poised to become more fragmented as local contenders and upstarts such as Rebellions in Korea enter the market with specialty, power-sipping AI chips. For consumers and stakeholders, it would be necessary to stay abreast of technology trends and measure chip performance based on dedicated workloads. Choosing the right partners with expandable and future-proof chip solutions can result in operational efficiency, reduced energy consumption, and a digital transformation edge.
All segments will be provided for all regions and countries covered
Companies mentioned above DO NOT hold any order as per market share and can be changed as per information available during research work.