全球AI芯片行业市场前景及投资研究报告-外文版培训课件台积电

DIGITAL

&

TRENDSAIchipsCHAPTER

01OverviewArtificialintelligence(AI)chipmarketrevenueworldwidefrom2023to2025(inbillionU.S.dollars)AIchipmarketrevenueworldwide2023-20251009091.968071.25706053.6650403020100202320242025*3Description:In2023,theartificialintelligence(AI)chipmarketreached53.6billionU.S.dollars.Thisfigureisforecasttoincreaseto71.3billiondollarsbytheendof2024asthehypearoundAIapplicationscontinuestogrow,withlongerforecastssuggestingthemarketwillsurpass90billionU.S.dollarsin2025.ReadmoreNote(s):Worldwide;2023to2025;*Forecast.ReadmoreSource(s):GartnerSemiconductormarketrevenueworldwidefrom1987to2024(inbillionU.S.dollars)Semiconductormarketrevenueworldwide1987-202470060050040030020010004Description:In2023,semiconductorsaleswereexpectedtoreach520.1billionU.S.dollarsworldwide.Semiconductorsarecrucialcomponentsofelectronicsdevicesandtheindustryishighlycompetitive.Theyear-on-yeardeclineratein2023equatedto9.4percent,althoughaswiftrecoveryisexpectedin2024.ReadmoreNote(s):Worldwide;1987to2023Source(s):SIA;WSTSIntegratedcircuit(IC)marketrevenueworldwideworldwidefrom2009to2024(inbillionU.S.dollars)ICmarketrevenueworldwide2009-2024600500400300487.45474.4463422.17393.29361.23343.19333.35277.3274.48276.7249.9247.07251.78238.24190.34200920010002010201120122013201420152016201720182019202020212022202320245/statistics/519456/forecast-of-worldwide-semiconductor-sales-of-integrated-circuitsTheworldwideintegratedcircuit(IC)semiconductormarketreached422.17billionU.S.dollarsinrevenuein2023.Themarketissettorecoverin2024,growingbyaround15.5percentascomparedtothepreviousyearto487.45billionU.S.dollars.

ReadmoreNote(s):Worldwide;2009to2023Source(s):WSTSLogicsemiconductormarketrevenueworldwidefrom2009to2024(inbillionU.S.dollars)Logicsemiconductormarketrevenueworldwide2009-2024250200150100191.69176.58174.94154.84118.41109.3106.54102.2191.63201490.75201591.585.93201381.778.78201177.38201065.22200950020122016201720182019202020212022202320246Description:In2023,revenuefromlogicsemiconductorsreached174.9billionU.S.dollars,slightlydownfromthe176.6billionU.S.dollarsinrevenuethatwasrecordedin2022.Predictionsfor2024suggestthatrevenuesfromsemiconductorlogiccomponentswillgrowoncemoreto191.7billionU.S.dollars,a9.6percentincrease.ReadmoreNote(s):Worldwide;2009to2023Source(s):WSTSMicrosemiconductormarketrevenueworldwidefrom2009to2024(inbillionU.S.dollars)Microsemiconductormarketrevenueworldwide2009-2024908081.9480.2279.0776.5869.6867.2370605040302010066.4465.263.9362.0761.360.6360.2460.5958.6948.3320092010201120122013201420152016201720182019202020212022202320247Description:In2023,revenuefromglobalmicrointegratedcircuitsalesreached76.58billionU.S.dollars.Thesalesrevenueisprojectedtoamountto81.94billionU.S.dollarsin2024,anincreaseofsevenpercentascomparedtothepreviousyear.

ReadmoreNote(s):Worldwide;2009to2023Source(s):WSTSMemorysemiconductormarketrevenueworldwidefrom2006to2024(inbillionU.S.dollars)Memorysemiconductormarketrevenueworldwide2006-202418016014012010080157.97153.84129.77129.77123.97117.48106.4489.679.2377.21

76.7769.6167.04201360.75201157.8520075756.4604020046.35200844.82006200920102012201420152016201720182019202020212022202320248Description:In2023,revenuefrommemorycomponentsaleswasestimatedtoreach89.6billionU.S.dollars,adecreasefromthe129.8billiondollarsinrevenuethatwasrecordedin2022.Forecastsfor2024predictthatrevenuefrommemorycomponentsalesaresettorecoverto129.8billionU.S.dollars,a44.8percentincreasefrom2023.ReadmoreNote(s):Worldwide;2006to2023Source(s):WSTSGraphicsprocessingunit(GPU)marketsizeworldwidein2023,2024,and2029(inbillionU.S.dollars)GPUmarketsizeworldwide2023-2029300250200150274.2110065.27202443.650020232029*9Description:In2024,theglobalgraphicsprocessingunit(GPU)marketwasvaluedat65.3billionU.S.dollars,withforecastssuggestingthatby2029thisislikelytoriseto274.2billionU.S.dollars,growingatacompoundannualgrowthrate(CAGR)of33.2percentfrom2024to2029.ReadmoreNote(s):Worldwide;2023to2024;*Forecast.Releasedateisdateofaccess.ReadmoreSource(s):MordorIntelligenceCHAPTER

02MarketsinfluencedSemiconductormarketrevenueworldwidefrom2020to2025,byendmarket(inbillionU.S.dollars)Semiconductormarketrevenueworldwide2020-2025,byendmarketSmartphonePersonalcomputingConsumerelectronicsAutomotiveIndustrialelectronicsWiredandwirelessinfrastructureServers,datacenters,andstorage80070060050040030020010001366094785074763851405010474796089107100146117104202020232025*11Description:By2025,oneoftheleadingendmarketswithintheglobalsemiconductorindustryisexpectedtobesmartphones,particularlythecontinueddevelopmentofimagesensorsandedgeartificialintelligence(AI)processorsinsuchdevices.In2023,thesmartphonesemiconductormarketwasvaluedat104billionU.S.dollars,withprojectionssuggestingthisislikelytoriseto146billionU.S.dollarsby2025.ReadmoreNote(s):Worldwide;2020to2023;*Forecast.Thesourcecalculatedthesemiconductormarketsizebyapplicationbasedonindustrybasedonexternalresearchofmarketoutlook.

ReadmoreSource(s):ASMLInformationtechnology(IT)spendingondatacentersystemsworldwidefrom2012to2024(inbillionU.S.dollars)ITdatacentersystemstotalspendingworldwide2012-2024250235.53221.22217.88215216210200181179171170166163150100501400201220132014201520162017201820192020202120222023*2024*12Description:In2023,spendingondatacentersystemsisexpectedtoamountto217billionU.S.dollars,aslightdecreaseofaround1.5percentcomparedtothepreviousyear.TheoverallITmarketexperiencedarecessionin2020,duetothenegativeeconomicimpactbroughtaboutbythecoronavirus(COVID-19)pandemic,butisalmostbacktothesamelevelsasin2019.ReadmoreNote(s):Worldwide;2012to2023;*ForecastReadmoreSource(s):GartnerArtificialintelligence(AI)marketdividegloballyin2023withforecastto2030,bysegment(inbillionU.S.dollars)MarketsizeofAItechnologiesworldwide2020-2030,bysegmentComputerVisionAIRoboticsMachineLearningAutonomous&SensorTechnologyNaturalLanguageProcessing80070060050040030020010002020202120222023202420252026202720282029203013Description:MachinelearningremainsthelargestsegmentoftheAImarketin2023andisexpectedtocontinueassuchuntilatleast2030.ThisstemsinlargepartfromthemachinelearningsegmentbeingthemostprolificandsimpleAItocreate.Itssubcategory,deeplearning,isconsiderablymorecomplexbutconstitutessomeofthemostinfluentialchatbotscreatedin2022and2023,furthercementingitsmarketimportance.ReadmoreNote(s):Worldwide;August2023Source(s):TechnologyMarketInsightsGenerativeartificialintelligence(AI)marketsizeworldwidefrom2020to2030(inbillionU.S.dollars)GlobalgenerativeAImarketsizefrom2020to2030250200150100206.95181.9156.85131.8110.0788.35202566.62202444.8950023.17202211.2520215.67202020232026202720282029203014Description:ThegenerativeAImarketisexpectedtogrowbyleapsandboundsbetween2023and2030.Itstoodatjustunder45billionU.S.dollarsattheendof2023,nearlydoublethesizeof2022.Thisgrowthofnearly20billionU.S.dollarsannuallyisexpectedtocontinueuntiltheendofthedecade.ReadmoreNote(s):Worldwide;August2023Source(s):Semiconductorintellectualproperty(IP)marketrevenueworldwidefrom2022to2032(inbillionU.S.dollars)SemiconductorIPmarketrevenueworldwide2022-203212108611.310.59.89.38.78.44207.97.36.86.462022202320242025*2026*2027*2028*2029*2030*2031*2032*15/statistics/1264060/semiconductor-ip-market-size-worldwideThesemiconductorintellectualproperty(IP)marketwasworth6.4billionU.S.dollarsin2023andissettoriseto6.8billionU.S.dollarsby2024.MajorplayersinthemarketincludethelikesofArmHoldings,Synopsys,andCadenceDesignSystems.

ReadmoreNote(s):Worldwide;2022to2024;*Forecast.ReadmoreSource(s):Market.usCHAPTER

03CompaniesLeadingtechcompaniesworldwide2024,bymarketcapitalization(inbillionU.S.dollars)Leadingtechcompaniesworldwide2024,bymarketcapMarketcapitalizationinbillionU.S.dollars1,000

1,500

2,00005002,5003,0003,500Microsoft3,142AppleNvidia2,6382,375Alphabet(Google)Amazon1,8711,866MetaPlatforms(Facebook)TSMC1,282727.37626.35549.79397.26BroadcomTeslaSamsung17Description:AsofMarch26,2024,Microsoftwastheleadingtechcompanybymarketcapitalizationgloballyat3.14trillionU.S.dollars.Applerankedsecond,totalingaround2.64trillionU.S.dollarsinmarketcapitalization.Nvidia,Alphabet(Google),andAmazonmadeuptherestofthetopfive.ReadmoreNote(s):Worldwide;March2024Source(s):CompaniesMarketCLeadingsemiconductorcompaniesworldwidein2024,bymarketcapitalization(inbillionU.S.dollars)Leadingsemiconductorcompaniesworldwide2024,bymarketcapMarketcapitalizationinbillionU.S.dollars1,000

1,50005002,0002,500NvidiaTSMC2,204714.45BroadcomASMLSamsung573.81383.22364.73308.7AMDQualcommIntel186.57180.23AppliedMaterialsTexasInstrumentsArmHoldingsLamResearchTokyoElectron166.53156.17133.47121.55114.1218Description:AsofMarch18,2024,Nvidiarankedasoneoftheleadingsemiconductorcompaniesintermsofmarketcapitalization,followedbythelikesofTSMC,Broadcom,andASML.Thismixofcompaniesreflectsthebroadandcomplexnatureofthesemiconductorindustry,withfirmsfeaturingfromacrossallpartsofthechipecosystem.ReadmoreNote(s):Worldwide;March2024Source(s):CompaniesMarketCNvidiaspecializedmarketrevenueworldwidefromfiscalyear2019to2025,byquarter(inmillionU.S.dollars)NvidiaspecializedmarketrevenueworldwideFY2019-2025,byquarterDataCenterGamingProfessionalVisualizationAutoOEM&Other25,00020,00015,00010,0005,000022,56318,40414,51410,3234,2842,2403,76520

3,806

3,833

3,6163,221

3,4226033,061

2,9362,7602,856

2,865

2,6472,4952,2711,76524

1,900

1,9032,3662,4862,0482,0421,723

1,805

1,7641,6591,574

1,8311,491

1,3391,313701

760

792

69

75

94

634

655

7261,0551,141968327

54109

52

73

74

643

62249621

54

15

21

861

16

31

074

528

21

961

36

219696

21

901

19

31

264

423

31

365

132

31

053

758

21

041

361

21

392

645

31

054

735

17524

152

1

5

12952

1358

21240

20501

22964

2956

253

261

29801

329379

416

463

4

766

73

7873847719Description:InthefirstquarterofNvidia's2025fiscalyear,revenuefromdatacentersamountedto22.56billionU.S.dollars,adramaticincreasefromthe4.28billionU.S.dollarsthecompanygeneratedinthissegmentinthesamequarterofthepreviousfiscalyear.Nvidia’stechnologiesarebeingdeployedforacceleratedcomputingandgenerativeAIapplications,notablyChatGPT.ReadmoreNote(s):Worldwide;FY2019to2025Source(s):NvidiaNvidiaresearchanddevelopmentexpensesworldwidefromfiscalyear2017to2024(inmillionU.S.dollars)NvidiaresearchanddevelopmentexpensesworldwideFY2017-202410,0009,0008,0007,0006,0005,0004,0008,6757,3395,2683,9242,8293,0002,0001,00002,37620191,79720181,46320172020202120222023202420Description:Inits2024fiscalyear,Nvidiaspent8.68billionU.S.dollarsonresearchanddevelopment(R&D),anincreasefromthe7.34billionU.S.dollarsthatwasspentonR&Din2023.Thefigurefor2024isalsothehighestforthecompany.

ReadmoreNote(s):Worldwide;FY2017to2024Source(s):NvidiaAMDsegmentrevenueworldwidefrom2021to2023,byquarter(inmillionU.S.dollars)AMDsegmentrevenueworldwide2021-2023,byquarterDataCenterClientGamingEmbedded7,0006,0005,0004,0003,0002,0001,0000Q2'21Q3'21Q4'21Q2'22Q3'22Q4'22Q1'23Q2'23Q3'23Q4'2321Description:Inthefourthquarterof2023,AMD'sleadingbusinesssegmentsincludedDataCenterandGaming,generating2.28billionU.S.dollarsand1.37billionU.S.dollars,respectively.AMDgeneratedaround6.17billionU.S.dollarsinrevenueintotalduringthequarter.ReadmoreNote(s):Worldwide;2021to2023Source(s):AMDAMDresearchanddevelopmentexpenditurefrom2001to2023(inmillionU.S.dollars)AMDresearchanddevelopmentexpenditure2001-20237,0006,0005,0004,0003,0005,8725,0052,8451,9831,8481,7712,0001,00001,7211,5471,4531,4341,4051,3541,1901,2011,1961,1441,0721,008947934816

8526512001

2002

2003

2004

2005

2006

2007

2008

2009

2010

2011

2012

2013

2014

2015

2016

2017

2018

2019

2020

2021

2022

202322Description:In2023,AMDspentmorethan5.8billionU.S.dollarsonresearchanddevelopment.In2022,thisexpenditurestoodataboutfivebillionU.S.dollars.Thefigurefor2023isthehighestforthetimeperiodstudied.

ReadmoreNote(s):Worldwide;2001to2023Source(s):AMDIntelquarterlyrevenuefrom2021to2023,bysegment(inbillionU.S.dollars)Intelquarterlyrevenue2021-2023,bysegmentClientComputingMobileyeDataCenterandAIAcceleratedComputingSystemsandGraphicsNetworkandEdgeIntelFoundryServicesAllother2520151050Q12021Q22021Q32021Q42021Q12022Q22022Q32022Q42022Q12023Q22023Q32023Q4202323Description:Inthefourthquarterof2023,Intelreportednetrevenuefiguresofaround15.41billionU.S.dollars,anincreasefromthepreviousquarterwhererevenuesamountedto14.16billionU.S.dollars.Thecompany'sClientComputingsegmentgeneratedaround8.84billionU.S.dollarsofthistotalduringthequarter.ReadmoreNote(s):Worldwide;2021to2022Source(s):IntelIntelresearchanddevelopmentexpenditurefrom2004to2023(inbillionU.S.dollars)Intelresearchanddevelopmentexpenditure2004-2023201816141210817.5316.0515.1913.5413.5613.3613.0412.7412.1311.5410.610.158.356.585.875.765.725.6564205.154.782004

2005

2006

2007

2008

2009

2010

2011

2012

2013

2014

2015

2016

2017

2018

2019

2020

2021

2022

202324Description:In2023,Intel'sresearchanddevelopmentexpenditureequatedto16.05billionU.S.dollars,downfromthe17.53billionU.S.dollarsrecordedinthepreviousyear.Thefigurefor2022wasthehighestforthetimeperiodstudied.

ReadmoreNote(s):Worldwide;2004to2023Source(s):IntelWorldwidetop-10leadingcloudvendorsbytotalrevenue2023(inbillionU.S.dollars)Globaltop-10cloudvendorsbytotalrevenue2023RevenueinbillionU.S.dollars150510202530MicrosoftAmazon28.521.4SalesforceGoogleCloudIBM8.47.55.5Oracle4.13.5SAPServiceNowWorkdaySnowflake21.50.5625Description:Duringitsfourthfiscalquarter2023,Microsoftgeneratedrevenuesof28.5billionU.S.dollars,positioningthetechgiantastheleaderamongcloudvendorsintermsofrevenue.Azure—Microsoft’scloudcomputingplatform—offerscustomersservicesforrunningandmanagingapplicationsindifferentcloudenvironments.ReadmoreNote(s):Worldwide;2023Source(s):cloudwars.coCHAPTER

04Specialfocus:NvidiaNvidiarevenueworldwidefromfiscalyear2015to2024(inbillionU.S.dollars)NvidiarevenueworldwideFY2015-20247060504030201060.9226.9126.9716.68202111.72201910.9220209.716.914.685.010201520162017201820222023202427/statistics/988030/nvidia-revenue-worldwideInits2024fiscalyear,Nvidiarecordedrevenuesof60.9billionU.S.dollars,upfromthe27billionU.S.dollarsin2023.Thefigureforfiscalyear2024isalsothehighestforthecompanyasitreapstherewardsfromtheartificialintelligence(AI)boom.

ReadmoreNote(s):Worldwide;FY2015to2024Source(s):NvidiaNvidiarevenueworldwidefromfiscalyear2021to2025,byquarter(inbillionU.S.dollars)Nvidiarevenueworldwidefiscalyear2021-2025,byquarter302520151026.0422.118.1213.518.29Q17.64Q47.1Q37.19Q16.7Q26.515.93Q36.05Q45.66Q154.73Q3503.87Q23.08Q1Q4Q2Q2Q3Q4Q1FY2021

FY2021

FY2021

FY2021

FY2022

FY2022

FY2022

FY2022

FY2023

FY2023

FY2023

FY2023

FY2024

FY2024

FY2024

FY2024

FY202528Description:InthefirstquarterofNvidia's2025fiscalyear,thecompany'srevenueroseto26.04billionU.S.dollars.Nvidia'sdatacenterrevenue,asegmentthatincludestechnologiesthatarebeingdeployedforacceleratedcomputingandgenerativeAIapplications,generated22.56billionU.S.dollars,upfromthe4.28billionU.S.dollarspostedinthesamequarterofthepreviousfiscalyear.ReadmoreNote(s):Worldwide;FY2021to2025Source(s):NvidiaNvidiarevenueworldwidefromfiscalyear2017to2024,byregion(inmillionU.S.dollars)NvidiarevenueworldwideFY2017-2024,byregionUnitedStatesTaiwanChina(includingHongKong)OthercountriesEuropeOtherAsiaPacific70,00060,00050,00040,00030,00020,00010,00002017201820192020202120222023202429Description:Inits2024fiscalyear,Nvidia'srevenueintheUnitedStatesamountedto26.97billionU.S.dollars,ahugejumpfromthe8.29billionU.S.dollarsseeninthepreviousfiscalyear.RevenueinTaiwanamountedto13.41millionU.S.dollarsinthe2024fiscalyear,whileChinarelatedrevenuereached10.31billionU.S.dollars.ReadmoreNote(s):Worldwide;FY2017to2024Source(s):NvidiaNvidiarevenueworldwidefromfiscalyear2017to2024,bysegment(inmillionU.S.dollars)NvidiarevenueworldwideFY2017-2024,bysegmentGPUTegraProcessorAllOtherGraphicsCompute&Networking70,00060,00050,00040,00030,00020,00047,40511,04615,0686,8411,54110,0000431,5348,1373,2797,63915,868202226413,517202482411,906202310,1759,83420215,822201720182019202030Description:Inits2024fiscalyear,Nvidia'srevenuefromitsGraphicsbusinesssegmentamountedtoabout13.5billionU.S.dollars,whilstrevenuefromitsCompute&Networkingsegmentamountedto47.4billionU.S.dollars.

ReadmoreNote(s):Worldwide;FY2017to2024Source(s):NvidiaNvidiarevenueworldwidefromfiscalyear2017to2024,byspecializedmarket(inmillionU.S.dollars)NvidiarevenueworldwideFY2017-2024,byspecializedmarket