As one of the core hardware of artificial intelligence technology, the performance of AI chips directly affects the effectiveness and efficiency of AI applications. With the continuous progress of AI technology and the continuous expansion of application scenarios, the AI chip market is ushering in opportunities for rapid growth. In particular, the demand for AI chips continues to grow in the fields of data centers, automotive electronics, consumer electronics, and AI personal computers (AI PCs).
With the continuous progress of artificial intelligence technology and the expansion of application fields, the global AI chip market has ushered in unprecedented growth opportunities. According to the latest forecast of market research agency Gartner, the global AI chip revenue is expected to reach $71 billion in 2024. The year-on-year increase of 33% in 2023 highlights the strong growth momentum of the AI chip market.
In 2024, AI-powered PC shipments will reach 22% of total PC shipments. In 2024, AI chip revenue from computing electronics is expected to reach $33.4 billion, accounting for 47% of total AI semiconductor revenue. In 2024, AI chip revenue for automotive electronics is expected to reach $7.1 billion, and AI chip revenue for consumer electronics is expected to reach $1.8 billion. Gartner predicts that AI PCs will account for 22% of total PC shipments by 2024, and that by the end of 2026, 100% of PCs purchased by businesses will be AI PCs. This shows that the application of AI chips in the personal computer market will become more and more extensive.
Chart: Global AI chip revenue to grow by 33% in 2024
In the field of data centers, AI chips play a vital role. With the rapid development of technologies such as cloud computing, big data, and the Internet of Things, the demand for computing power in data centers is increasing. As one of the important means to improve the computing power of data centers, the market demand for AI chips continues to grow. Gartner predicts that the AI accelerator market in servers will reach $33 billion in sales by 2024, showing a huge demand for AI chips in data centers.
The automotive electronics field is also an important growth point for the AI chip market. With the continuous development of technologies such as autonomous driving and intelligent transportation, the demand for AI chips in automotive electronic systems is also increasing. The application of AI chips in the field of automotive electronics can not only improve the intelligence level of automobiles, but also improve driving safety and comfort.
The global AI chip market is ushering in opportunities for rapid growth. With the continuous development of artificial intelligence technology and the continuous expansion of application scenarios, the AI chip market will continue to maintain a rapid growth trend. For chip manufacturers and related industry chain enterprises, seizing the opportunities of the AI chip market and strengthening technology research and development and innovation capabilities will be the key to achieving sustainable development. At the same time, the government and enterprises should also strengthen cooperation to jointly promote the development of the AI chip industry and provide strong support for the wide application and popularization of AI technology.
