20260608-灼识投资咨询_上海_-Global_Intelligent_Computing_Chips_Industry_Report_16页_931kb

报告摘要

Global Intelligent Computing Chips Industry Report Summary

Core Content

The Global Intelligent Computing Chips Industry Report by CIC灼识 provides a comprehensive analysis of the market dynamics, growth drivers, and future outlook for intelligent computing chips, with a particular focus on the Chinese market. Intelligent computing chips are essential for the advancement of AI, LLMs, and the eventual realization of AGI. They are categorized into three primary architectures: GPGPU, ASIC, and FPGA, each with distinct characteristics and applications.

Market Overview

Market Definition

Intelligent computing chips are high-performance integrated circuits designed for high-speed parallel processing, serving as the foundational infrastructure for AI, LLMs, and AGI. Unlike traditional CPUs, they are optimized for compute-intensive tasks such as AI training and inference.

Market Size and Growth

Global Market:
- Revenue increased from US$6.6 billion in 2020 to US$119.0 billion in 2024 (CAGR: 106.0%).
- Projected to reach US$585.7 billion by 2029 (CAGR: 37.5%).
China Market:
- Revenue grew from US$1.7 billion in 2020 to US$30.1 billion in 2024 (CAGR: 105.0%).
- Expected to reach US$201.2 billion by 2029 (CAGR: 46.3%).

Key Growth Drivers and Trends

Key Drivers of China's Intelligent Computing Chips Industry

Commercialization of AI:
- AI's integration into vertical industries (telecom, finance, manufacturing, government) has increased enterprise investment in AI capabilities.
- Demand for computing power is growing as AI moves from experimental to large-scale applications.
Tremendous Incremental Computing Demand:
- The booming AI market has driven demand for both training and inference.
- The shift toward post-training and multi-step reasoning in 2024 has further increased computational needs.
Technical Advancements:
- Continuous innovation in architecture, process nodes, packaging, and software ecosystems enhances performance and efficiency.
- Chiplets and other advanced packaging technologies help circumvent physical scaling limits and improve cost-efficiency and design flexibility.
Favorable Policy Support:
- The Chinese government has prioritized the AI industry as a strategic national priority.
- Direct investment, policy incentives, and strategic guidelines support the development of intelligent computing chips.

Key Trends of China's Intelligent Computing Chips Industry

Localization of Intelligent Computing Chips:
- Due to U.S. export controls, Chinese firms are pushing for domestic self-reliance.
- This is driving technological upgrades and capacity expansion in both chip design and manufacturing.
Increasing Demand for End-to-End Solutions:
- Companies are differentiating themselves by offering comprehensive products and services, including software platforms, NRE development, and implementation.
- This trend is favoring providers with strong ecosystem support, especially for customers without in-house AI capabilities.
Self-Developed Software Ecosystems:
- A self-developed software ecosystem is crucial for maximizing hardware performance and building a partner ecosystem.
- These platforms attract developers and contributors, creating a reinforcing cycle of adoption.
Heterogeneous Computing:
- As China moves toward domestic alternatives, heterogeneous computing—integrating diverse hardware from different vendors—has become a key architectural solution.
- This approach enhances performance and energy efficiency and facilitates migration from foreign dependency to indigenous technology.

Future Outlook

The global intelligent computing chip industry is expected to undergo long-term robust expansion.
Hardware-software co-optimization and proprietary software ecosystems are the primary determinants of core competitiveness.
GPGPU will continue to dominate the market due to their versatility and mature developer ecosystems.
Chinese domestic manufacturers are projected to increase their market share through supply chain localization and localized ecosystem development.

About CIC灼识

CIC灼识 is a professional consulting firm offering tailored end-to-end support across the full investment and financing lifecycle. The firm has a world-leading track record in guiding landmark first-in-sector IPOs and provides in-depth sector-specific insights across a wide range of industries, including financial services, AI, big data, internet, healthcare, and more.

Research Methodology

CIC employs a rigorous, multi-method research framework, combining primary and secondary sources.
Primary research involves in-depth engagement with industry thought leaders and practitioners.
Secondary research synthesizes publicly available datasets from authoritative bodies like CAICT, CSRC, and SAFR.
Proprietary data analytics and cross-referencing ensure analytical rigor and reliability.

Disclaimer

This report is prepared based on available information as of the date of publication.
It is strictly for informational and reference purposes.
CIC expressly disclaims any liability for losses or damages arising from reliance on the report's content.