The growth rate is amazing! The AI ​​chip market will reach 37.8 billion US dollars in 2025

According to a report released by Allied Market Research, the global machine learning chip market size was approximately US$2.4 billion in 2017, and is expected to reach approximately US$37.8 billion by 2025, with a compound annual growth rate (CAGR) of 40.8%. In terms of revenue, the four mainstream AI chip types are CPU, GPU, FPGA, and ASIC. The report predicts that ASIC revenue will surpass GPU in the future.

In the same forecast of the AI ​​chip market, market research company ReportLinker predicted earlier this year that by 2023, the global AI chip market will reach $10.8 billion, with a compound annual growth rate of 53.6%. Obviously, Allied Market Research's forecast is more optimistic, but it can be seen that the CAGR is very high.

The report believes that the increasing use of artificial intelligence and machine learning in various fields is one of the main factors driving the development of the market. From the perspective of vertical markets, it can be divided into media and advertising, banking financial services and insurance, IT and telecommunications, retail, healthcare, automobiles and transportation, etc. For example, artificial intelligence is considered an important technology for processing large amounts of data generated by social media. In addition, e-tailers may also need artificial intelligence to process the increasing amount of data. Currently, India alone generates 30 to 40 terabytes of data every day. By region, the AI ​​chip market can be divided into North America, Europe, Asia Pacific, Latin America, the Middle East and Africa.

Akshay Jadhav, principal analyst for semiconductors and electronics at AMR, said: "In 2017, GPU revenue dominated all AI chip categories. However, during the forecast period (2018-2025), from the perspective of chip type, other AI chip revenue will maintain the highest CAGR level; from a technical perspective, SoC will also dominate the market; from a vertical industry perspective, banking, financial services and insurance will dominate the entire AI chip market. Current application scenarios have proven the bright prospects of the machine learning chip market."

Therefore, Nvidia and AMD, the world's two largest high-performance GPU suppliers, were the first to enjoy the dividends brought by the growth of the AI ​​market. According to Leifeng.com, on September 10, AMD's Nasdaq stock price rose by $2.51 to $29.89, an increase of 9.17%, approaching $30 and setting a new high since 2006. Of course, in addition to the AI ​​market, the CPU market is also an important factor in AMD's stock price hitting a new high since 2006.

In addition, Nvidia's stock price closed up 5.1% on Friday. As of Thursday, its stock price has risen 38% this year, while the S&P 500 index has risen 9%. Analyst CJ Muse said in a note: "It is very important that we believe Nvidia is on the cusp of becoming a standard platform for AI." Muse expects Nvidia to gain a lot of market share in both the data center market with a market size of more than $50 billion and the $60 billion autonomous driving market. He predicts that by 2020, the company can increase its earnings per share by 30% to 35%.

In addition to CPU, GPU, FPGA, and ASIC chip companies, memory chips will also benefit because data centers also need a large number of memory chips. Therefore, Micron is optimized for various applications that require high-performance memory, including artificial intelligence (AI), networks, automobiles, and graphics processing units (GPUs).

Leifeng.com references CISION, notebookcheck

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