人工知能（AI）チップセットの市場規模、シェア、成長分析、チップタイプ別、技術別、コンピューティング技術別、最終用途別、地域別 - 産業予測 2025～2032年

人工知能（AI）チップセット 2023年の市場規模は306億米ドルで、予測期間（2025-2032年）のCAGRは36.1%で、2024年の416億5,000万米ドルから2032年には4,902億8,000万米ドルに成長する見通しです。

AIチップセット市場は、データトラフィックの急増とコンピューティング能力強化の需要に牽引され、著しい成長を遂げています。自律走行車技術の急増とAIデータセンターにおける並列コンピューティングの実装の増加が、さまざまな分野におけるAIチップセットの統合を後押ししています。特に、これらのチップセットは自律走行車をレベル5機能まで進化させる鍵となります。さらに、AIは民生用電子機器に組み込まれつつあり、半導体業界のさらなる拡大を促しています。スキル不足や標準化の欠如といった課題にもかかわらず、アマゾンやグーグルのような大手企業はシリコンプロジェクトを進め、革新的な技術を採用しています。現在の業界分析によると、米国の大企業の50%以上がAI製品を活用しており、AIチップセット市場が持続的な成長予測で有望な軌道にあることを示しています。

目次

イントロダクション

• 調査の目的
• 調査範囲
• 定義

調査手法

• 情報調達
• 二次と一次データの方法
• 市場規模予測
• 市場の前提条件と制限

エグゼクティブサマリー

• 世界市場の見通し
• 供給と需要の動向分析
• セグメント別機会分析

市場力学と見通し

• 市場概要
• 市場規模
• 市場力学
  • 促進要因と機会
  • 抑制要因と課題
• ポーターの分析

主な市場の考察

• 重要成功要因
• 競合の程度
• 主な投資機会
• 市場エコシステム
• 市場の魅力指数（2024年）
• PESTEL分析
• マクロ経済指標
• バリューチェーン分析
• 価格分析
• 技術分析

人工知能（AI）チップセット市場規模：チップタイプ別& CAGR（2025-2032）

• 市場概要
• CPU
• グラフィックプロセッサ
• FPGA
• ASIC
• その他

人工知能（AI）チップセット市場規模：技術別& CAGR（2025-2032）

• 市場概要
• 機械学習
• 自然言語処理
• コンテキストアウェアコンピューティング
• コンピュータービジョン

人工知能（AI）チップセット市場規模：コンピューティング技術別& CAGR（2025-2032）

• 市場概要
• クラウドAIコンピューティング
• エッジAIコンピューティング

人工知能（AI）チップセット市場規模：最終用途別& CAGR（2025-2032）

• 市場概要
• ヘルスケア
• 製造業
• 自動車
• 小売・Eコマース
• マーケティング
• 家電
• BFSI
• その他

人工知能（AI）チップセット市場規模：地域別& CAGR（2025-2032）

• 北米
  • 米国
  • カナダ
• 欧州
  • ドイツ
  • スペイン
  • フランス
  • 英国
  • イタリア
  • その他欧州地域
• アジア太平洋地域
  • 中国
  • インド
  • 日本
  • 韓国
  • その他アジア太平洋地域
• ラテンアメリカ
  • ブラジル
  • その他ラテンアメリカ地域
• 中東・アフリカ
  • GCC諸国
  • 南アフリカ
  • その他中東・アフリカ

競合情報

• 上位5社の比較
• 主要企業の市場ポジショニング（2024年）
• 主な市場企業が採用した戦略
• 最近の市場動向
• 企業の市場シェア分析（2024年）
• 主要企業の企業プロファイル
  • 企業の詳細
  • 製品ポートフォリオ分析
  • 企業のセグメント別シェア分析
  • 収益の前年比比較（2022-2024年）

主要企業プロファイル

• NVIDIA Corporation（USA）
• Advanced Micro Devices（AMD）（USA）
• Intel Corporation（USA）
• Qualcomm Technologies, Inc.（USA）
• Google（Alphabet Inc.）（USA）
• Amazon Web Services（AWS）（USA）
• Apple Inc.（USA）
• Samsung Electronics Co., Ltd.（South Korea）
• Huawei Technologies Co., Ltd.（China）
• IBM Corporation（USA）
• Micron Technology, Inc.（USA）
• Texas Instruments Incorporated（USA）
• Cerebras Systems（USA）
• Graphcore Limited（UK）
• Groq Inc.（USA）
• MediaTek Inc.（Taiwan）
• Xilinx（now part of AMD）（USA）
• SK Hynix Inc.（South Korea）
• Tenstorrent（Canada）
• SambaNova Systems（USA）

結論と提言

Artificial Intelligence (AI) Chipsets Market size was valued at USD 30.6 billion in 2023 and is poised to grow from USD 41.65 billion in 2024 to USD 490.28 billion by 2032, growing at a CAGR of 36.1% during the forecast period (2025-2032).

The AI chipset market is witnessing significant growth driven by escalating data traffic and the demand for enhanced computing power. The surge in autonomous vehicle technology and the increasing implementation of parallel computing in AI data centers are boosting the integration of AI chipsets across various sectors. Notably, these chipsets are key to advancing autonomous vehicles to Level 5 capability. Additionally, AI is becoming embedded in consumer electronics, fostering further expansion within the semiconductor industry. Despite challenges like skill shortages and a lack of standardization, major players like Amazon and Google are advancing silicon projects and adopting innovative technologies. Current industry analysis shows that over 50% of large U.S. companies leverage AI products, indicating a promising trajectory for the AI chipset market with a sustainable growth forecast.

Top-down and bottom-up approaches were used to estimate and validate the size of the Artificial Intelligence (AI) Chipsets market and to estimate the size of various other dependent submarkets. The research methodology used to estimate the market size includes the following details: The key players in the market were identified through secondary research, and their market shares in the respective regions were determined through primary and secondary research. This entire procedure includes the study of the annual and financial reports of the top market players and extensive interviews for key insights from industry leaders such as CEOs, VPs, directors, and marketing executives. All percentage shares split, and breakdowns were determined using secondary sources and verified through Primary sources. All possible parameters that affect the markets covered in this research study have been accounted for, viewed in extensive detail, verified through primary research, and analyzed to get the final quantitative and qualitative data.

Artificial Intelligence (AI) Chipsets Market Segments Analysis

Global Artificial Intelligence (AI) Chipsets Market is segmented by Chip Type, Technology, Computing Technology, End Use and region. Based on Chip Type, the market is segmented into CPU, GPU, FPGA, ASIC and Others. Based on Technology, the market is segmented into Machine Learning, Natural Language Processing, Context-Aware Computing and Computer Vision. Based on Computing Technology, the market is segmented into Cloud AI Computing and Edge AI Computing. Based on End Use, the market is segmented into Healthcare, Manufacturing, Automotive, Retail & E-Commerce, Marketing, Consumer Electronics, BFSI and Others. Based on region, the market is segmented into North America, Europe, Asia Pacific, Latin America and Middle East & Africa.

Driver of the Artificial Intelligence (AI) Chipsets Market

The increasing demand for self-driving vehicles is significantly propelling the growth of the Artificial Intelligence (AI) chipsets market. These chipsets are essential for the functioning of autonomous vehicles, as they provide vital processing power, machine learning capabilities, and real-time decision-making, ensuring a safe and efficient self-driving experience. A noteworthy example is Tesla, which, in August 2023, deployed an extensive supercomputing array consisting of approximately 10,000 Nvidia H100 AI processors to accelerate its progress in fully autonomous driving technology. This investment highlights the crucial role that AI chipsets play in advancing the capabilities and safety of self-driving vehicles, thereby driving market expansion.

Restraints in the Artificial Intelligence (AI) Chipsets Market

The Artificial Intelligence (AI) Chipsets market faces significant challenges due to the complexities involved in developing and implementing AI systems. Companies must possess specialized expertise and a highly skilled workforce to effectively create, manage, and utilize these advanced technologies, which encompass areas such as machine learning, cognitive computing, deep learning, machine intelligence, and image recognition. Furthermore, integrating AI solutions into pre-existing systems presents its own difficulties, often requiring substantial in-house research and costly patent filings. Even seemingly minor errors can lead to systemic failures or incorrect problem resolutions, ultimately undermining the expected results and posing a considerable restraint on market growth.

Market Trends of the Artificial Intelligence (AI) Chipsets Market

The artificial intelligence (AI) chipsets market is witnessing a significant trend towards edge AI computing, characterized by the localization of data processing on devices like smartphones, IoT gadgets, and autonomous vehicles. This paradigm shift aims to enhance operational efficiency by reducing latency, bolstering data privacy, and minimizing bandwidth usage. As businesses and industries increasingly prioritize real-time data analysis and instantaneous decision-making, edge AI chipsets are gaining traction across diverse applications, including smart city initiatives, healthcare innovations, and industrial automation. This trend not only reflects the growing demand for smart, responsive technologies but also highlights the pivotal role of AI chipsets in shaping the future of computing.

Table of Contents

Introduction

• Objectives of the Study
• Scope of the Report
• Definitions

Research Methodology

• Information Procurement
• Secondary & Primary Data Methods
• Market Size Estimation
• Market Assumptions & Limitations

Executive Summary

• Global Market Outlook
• Supply & Demand Trend Analysis
• Segmental Opportunity Analysis

Market Dynamics & Outlook

• Market Overview
• Market Size
• Market Dynamics
  • Drivers & Opportunities
  • Restraints & Challenges
• Porters Analysis
  • Competitive rivalry
  • Threat of substitute
  • Bargaining power of buyers
  • Threat of new entrants
  • Bargaining power of suppliers

Key Market Insights

• Key Success Factors
• Degree of Competition
• Top Investment Pockets
• Market Ecosystem
• Market Attractiveness Index, 2024
• PESTEL Analysis
• Macro-Economic Indicators
• Value Chain Analysis
• Pricing Analysis
• Technology Analysis

Global Artificial Intelligence (AI) Chipsets Market Size by Chip Type & CAGR (2025-2032)

• Market Overview
• CPU
• GPU
• FPGA
• ASIC
• Others

Global Artificial Intelligence (AI) Chipsets Market Size by Technology & CAGR (2025-2032)

• Market Overview
• Machine Learning
• Natural Language Processing
• Context-Aware Computing
• Computer Vision

Global Artificial Intelligence (AI) Chipsets Market Size by Computing Technology & CAGR (2025-2032)

• Market Overview
• Cloud AI Computing
• Edge AI Computing

Global Artificial Intelligence (AI) Chipsets Market Size by End Use & CAGR (2025-2032)

• Market Overview
• Healthcare
• Manufacturing
• Automotive
• Retail & E-Commerce
• Marketing
• Consumer Electronics
• BFSI
• Others

Global Artificial Intelligence (AI) Chipsets Market Size & CAGR (2025-2032)

• North America (Chip Type, Technology, Computing Technology, End Use)
  • US
  • Canada
• Europe (Chip Type, Technology, Computing Technology, End Use)
  • Germany
  • Spain
  • France
  • UK
  • Italy
  • Rest of Europe
• Asia Pacific (Chip Type, Technology, Computing Technology, End Use)
  • China
  • India
  • Japan
  • South Korea
  • Rest of Asia-Pacific
• Latin America (Chip Type, Technology, Computing Technology, End Use)
  • Brazil
  • Rest of Latin America
• Middle East & Africa (Chip Type, Technology, Computing Technology, End Use)
  • GCC Countries
  • South Africa
  • Rest of Middle East & Africa

Competitive Intelligence

• Top 5 Player Comparison
• Market Positioning of Key Players, 2024
• Strategies Adopted by Key Market Players
• Recent Developments in the Market
• Company Market Share Analysis, 2024
• Company Profiles of All Key Players
  • Company Details
  • Product Portfolio Analysis
  • Company's Segmental Share Analysis
  • Revenue Y-O-Y Comparison (2022-2024)

Key Company Profiles

• NVIDIA Corporation (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Advanced Micro Devices (AMD) (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Intel Corporation (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Qualcomm Technologies, Inc. (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Google (Alphabet Inc.) (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Amazon Web Services (AWS) (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Apple Inc. (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Samsung Electronics Co., Ltd. (South Korea)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Huawei Technologies Co., Ltd. (China)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• IBM Corporation (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Micron Technology, Inc. (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Texas Instruments Incorporated (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Cerebras Systems (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Graphcore Limited (UK)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Groq Inc. (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• MediaTek Inc. (Taiwan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Xilinx (now part of AMD) (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• SK Hynix Inc. (South Korea)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Tenstorrent (Canada)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• SambaNova Systems (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments

Conclusion & Recommendations