슈퍼컴퓨터 시장 - 예측(2024-2029년)

The supercomputers market is expected to grow at a CAGR of 9.01% from US$7.256 billion in 2022 to US$13.273 billion in 2029.

Supercomputers are extremely powerful computing machines that utilize multiple CPUs, organized into compute nodes, to solve complex problems. They rely on high-speed interconnects for communication and often consist of tens of thousands of nodes. Supercomputers were first developed in the 1960s, initially for military purposes and funded by the US government. The supercomputer market growth is rising as data-driven organizations seek enhanced decision-making capabilities, with various industries like BFSI and defense partnering with vendors for advanced processing power.

Automation in the BFSI sector bolsters the Supercomputer market growth.

The BFSI industry is collaborating with vendors to automate processes and invest in research projects, driving the expansion of the supercomputer market. For instance, in December 2021, OTP Group entered a partnership with SambaNova Systems to develop an AI-based supercomputer aimed at enhancing financial services. The collaboration, supported by the Ministry for Innovation and Technology, intends to make this solution accessible to public, private, and higher education institutions. Supercomputers play a vital role in real-time payment fraud detection. To combat fraud financial giants like Mastercard and Visa are investing in high-performance computing and leveraging machine learning to enhance fraud detection systems.

The big data analytics growth drives the supercomputer market expansion.

The demand for supercomputers is being driven by data-centric enterprises seeking to enhance decision-making and gain a competitive edge. Governments worldwide are investing in HPC to process and analyze data for various projects, contributing to the expansion of the supercomputer market. In March 2023, the UK Chancellor announced an investment of approximately £900 million for a cutting-edge 'exascale' supercomputer and a dedicated AI Research Resource. This funding will significantly boost the country's computing capacity, enabling research into climate change, drug discovery, and AI advancement, benefiting society and the economy.

Innovations in cloud computing drive the supercomputer industry growth.

The proliferation of edge computing is generating vast new datasets from various sources. Supercomputers play a pivotal role in processing and analyzing large datasets, with a focus on integrating edge computing, big data analytics, and artificial intelligence. In October 2022, The University of Bath in the UK introduced a new cloud-based supercomputer called Nimbus, hosted entirely on Microsoft's Azure cloud platform. This move makes the university the first in the UK to transition all possible high-performance computing (HPC) workloads to the cloud.

Asia-Pacific is projected to dominate the market.

The Asia-Pacific region is expected to witness significant growth in the field of supercomputing owing to the increased technological innovation in major APAC economies. China has emerged as a global supercomputing powerhouse, with a substantial number of the world's most powerful supercomputers located in the country. India's National Supercomputing Mission (NSM) is playing a pivotal role in driving the growth of the supercomputer market by significantly enhancing the country's computing power and infrastructure. Under NSM, India has successfully installed 24.83 petaflops (PF) of High-Performance Computing (HPC) machines across the nation, surpassing the initial goal of 15-20 PF.

The high upfront cost may hinder the supercomputer market growth.

Supercomputers, while offering immense computational power, face several challenges, including high costs. These systems are exceptionally expensive to design, build, and maintain, with custom hardware and software adding to upfront expenses. Ongoing operational costs, including power, cooling, and maintenance, further escalate the total cost of ownership. This exorbitant price tag often acts as a significant barrier, hindering the broader adoption and market growth of supercomputers across various sectors.

Key Developments

• July 2023: Abu Dhabi-based AI and cloud computing company G42, in collaboration with US-based AI firm Cerebras Systems introduced the "world's largest supercomputer" called Condor Galaxy. This network of nine interconnected supercomputers aims to accelerate AI model training and address challenges in healthcare, energy, and climate action. The goal is to create a 36-exaflop distributed AI supercomputer, significantly advancing research and applications across industries, particularly in solving complex problems such as drug development, resource exploration, and weather forecasting.
• March 2023: NVIDIA launched DGX Cloud, an AI supercomputing service that grants enterprises access to infrastructure and software for training advanced AI models. This service combines NVIDIA DGX AI supercomputing with NVIDIA AI software, enabling companies to utilize their AI supercomputer through a web browser without dealing with on-premises infrastructure complexities. Notable companies like Amgen, CCC Intelligent Solutions, and ServiceNow have already adopted DGX Cloud for various AI applications. Amgen utilizes DGX Cloud for drug discovery, CCC employs DGX Cloud to enhance its AI models for insurance solutions, while ServiceNow combines DGX Cloud with on-premises DGX supercomputers for AI research.
• May 2023: Lenovo collaborated with the Leibniz Supercomputing Centre (LRZ) to develop Europe's inaugural High-Performance Computer (HPC) prototype in an innovation partnership. Lenovo, along with another technology company, will create prototypes optimized for diverse scientific needs at LRZ. The project is supported by funding of 125 million euros from the Federal Ministry of Education and Research and the State of Bavaria aiming to become an exascale center for Supercomputing.

Company Products

• IBM Watson: IBM Watson is an AI-powered supercomputer renowned for its advanced "question-answering" abilities. It achieves this through Natural Language Processing (NLP), comprehending human language in written and spoken forms. Watson taps into a vast knowledge base, including structured and unstructured data, and deploys machine learning to continually enhance its performance. It excels in deep analytics, identifying patterns and trends beyond keyword matching. Watson can be tailored for specific domains, supports open integration, and fosters human-AI collaboration across diverse sectors.
• The supercomputer Fugaku: Fugaku, a supercomputer developed through a collaborative effort between RIKEN and Fujitsu over seven years, reached its completion milestone on March 9, 2021. This cutting-edge system marked a significant achievement in high-performance computing. Simultaneously, it was made accessible for shared use, opening doors for researchers and users across academia and industry. Fugaku's remarkable processing power and capabilities promise to drive innovation and scientific breakthroughs across diverse fields.

Segmentation

By Type

• General Purpose
• Special Purpose

By Component

• Hardware
• Software

By Application

• AI
• Machine Learning
• Data Analytics
• Others

By End User

• Automotive
• Government
• Manufacturing
• Aerospace
• Others

By Geography

• North America
• USA
• Canada
• Mexico
• South America
• Brazil
• Argentina
• Others
• Europe
• Germany
• UK
• France
• Spain
• Others
• Middle East and Africa
• Saudi Arabia
• UAE
• Others
• Asia Pacific
• China
• Japan
• South Korea
• India
• Australia
• Other

TABLE OF CONTENTS

1. INTRODUCTION

• 1.1. Market Overview
• 1.2. Market Definition
• 1.3. Scope of the Study
• 1.4. Market Segmentation
• 1.5. Currency
• 1.6. Assumptions
• 1.7. Base, and Forecast Years Timeline

2. RESEARCH METHODOLOGY

• 2.1. Research Data
• 2.2. Assumptions

3. EXECUTIVE SUMMARY

• 3.1. Research Highlights

4. MARKET DYNAMICS

• 4.1. Market Drivers
• 4.2. Market Restraints
• 4.3. Market Opportunities
• 4.4. Porter's Five Force Analysis
  • 4.4.1. Bargaining Power of Suppliers
  • 4.4.2. Bargaining Power of Buyers
  • 4.4.3. Threat of New Entrants
  • 4.4.4. Threat of Substitutes
  • 4.4.5. Competitive Rivalry in the Industry
• 4.5. Industry Value Chain Analysis

5. SUPERCOMPUTERS MARKET ANALYSIS, BY TYPE

• 5.1. Introduction
• 5.2. General Purpose
• 5.3. Special Purpose

6. SUPERCOMPUTERS MARKET ANALYSIS, BY COMPONENT

• 6.1. Introduction
• 6.2. Hardware
• 6.3. Software

7. SUPERCOMPUTERS MARKET ANALYSIS, BY APPLICATION

• 7.1. Introduction
• 7.2. AI
• 7.3. Machine Learning
• 7.4. Data Analytics
• 7.5. Others

8. SUPERCOMPUTERS MARKET ANALYSIS, BY END-USER

• 8.1. Introduction
• 8.2. Automotive
• 8.3. Government
• 8.4. Manufacturing
• 8.5. Aerospace
• 8.6. Others

9. SUPERCOMPUTERS MARKET ANALYSIS, BY GEOGRAPHY

• 9.1. Introduction
• 9.2. North America
  • 9.2.1. USA
  • 9.2.2. Canada
  • 9.2.3. Mexico
• 9.3. South America
  • 9.3.1. Brazil
  • 9.3.2. Argentina
  • 9.3.3. Others
• 9.4. Europe
  • 9.4.1. Germany
  • 9.4.2. UK
  • 9.4.3. France
  • 9.4.4. Spain
  • 9.4.5. Others
• 9.5. Middle East and Africa
  • 9.5.1. Saudi Arabia
  • 9.5.2. UAE
  • 9.5.3. Others
• 9.6. Asia Pacific
  • 9.6.1. China
  • 9.6.2. Japan
  • 9.6.3. South Korea
  • 9.6.4. India
  • 9.6.5. Australia
  • 9.6.6. Others

10. COMPETITIVE ENVIRONMENT AND ANALYSIS

• 10.1. Major Players and Strategy Analysis
• 10.2. Emerging Players and Market Lucrativeness
• 10.3. Mergers, Acquisitions, Agreements, and Collaborations
• 10.4. Vendor Competitiveness Matrix

11. COMPANY PROFILES

• 11.1. Hewlett Packard Enterprise
• 11.2. IBM
• 11.3. Fujitsu Limited (Furukawa Group)
• 11.4. Lenovo Group Limited
• 11.5. Dell Inc.
• 11.6. Cisco

Not an exhaustive list