시장보고서
상품코드
1680212

AI PC 프로세서 시장 보고서 : 동향, 예측, 경쟁 분석(-2031년)

AI PC Processor Market Report: Trends, Forecast and Competitive Analysis to 2031

발행일: | 리서치사: Lucintel | 페이지 정보: 영문 150 Pages | 배송안내 : 3일 (영업일 기준)

    
    
    




■ 보고서에 따라 최신 정보로 업데이트하여 보내드립니다. 배송일정은 문의해 주시기 바랍니다.

세계의 AI PC프로세서 시장의 미래는 데스크톱 컴퓨터와 노트북 시장에서의 기회로 유망시되고 있습니다. 세계의 AI PC프로세서 시장은 2025-2031년에 CAGR 6.7%로 성장할 것으로 예상됩니다. 이 시장의 주요 촉진요인은 머신러닝 및 데이터 분석과 같은 용도의 AI 수요 증가, 강력한 AI 프로세서를 필요로 하는 클라우드 기반 서비스의 성장, 프로세서의 효율성과 성능의 지속적인 개선입니다.

  • Lucintel의 예측에 따르면 유형별로는 통합형 NPU 부문이 예측 기간 중 높은 성장세를 보일 것으로 예상됩니다.
  • 용도별로는 데스크톱 컴퓨터가 높은 성장세를 보일 것으로 예상됩니다.
  • 지역별로는 아시아태평양이 예측 기간 중 가장 높은 성장을 보일 것으로 예상됩니다.

AI PC 프로세서 시장의 전략적 성장 기회

AI PC 프로세서 시장에는 다양한 용도에서 몇 가지 전략적 성장 기회가 있습니다. 이러한 기회는 기술 혁신을 촉진하고 시장의 잠재력을 확장하고 있습니다.

  • 데이터센터로의 확장 : AI 프로세서는 대규모 AI 및 머신러닝 워크로드를 처리하기 위해 데이터센터에서의 채택이 증가하고 있습니다. 이러한 확대는 클라우드 기반 AI 서비스 및 빅데이터 분석에 대한 수요 증가를 지원하고 있습니다.
  • 엣지 컴퓨팅 용도의 성장 : 엣지 컴퓨팅의 부상으로 현장 데이터 처리를 위해 설계된 AI 프로세서에 대한 기회가 생겨나고 있습니다. 이러한 성장은 실시간 분석과 의사결정을 가능하게 함으로써 자동차, 헬스케어, 제조 등의 산업에 혜택을 가져다 줄 것입니다.
  • 가전제품의 발전 : AI 프로세서는 스마트폰, 스마트홈 기기 등 가전제품에 점점 더 많이 통합되고 있습니다. 이러한 발전은 음성 인식, 이미지 처리, 개인화된 사용자 경험 등의 기능을 향상시킬 수 있습니다.
  • 자율 시스템용 AI 개발 : 자율주행차, 드론 등 자율 시스템용 AI 프로세서 개발에는 큰 기회가 있습니다. 이러한 프로세서는 자율주행 용도의 실시간 처리 및 의사결정에 필수적입니다.
  • AI 연구개발에 대한 투자 : AI 프로세서 연구개발에 대한 투자는 혁신과 차별화의 기회를 제공합니다. 최첨단 기술 및 아키텍처 개발에 집중하는 기업은 시장 점유율을 확보하고 업계 발전을 주도할 수 있습니다.

이러한 성장 기회는 혁신을 촉진하고 용도를 확장하여 AI PC 프로세서 시장을 형성하고 있습니다. 데이터센터, 엣지 컴퓨팅, 가전제품, 자율 시스템, 연구개발에 대한 집중은 시장 확대와 기술 발전에 박차를 가하고 있습니다.

AI PC 프로세서 시장 활성화 요인 및 과제

AI PC 프로세서 시장은 성장과 발전을 형성하는 다양한 촉진요인과 과제에 영향을 받고 있습니다. 이러한 요인에는 기술 발전, 경제 상황, 규제 고려 사항 등이 포함됩니다.

AI PC 프로세서 시장 성장 촉진요인은 다음과 같습니다. :

  • 기술 발전 : 반도체 기술과 AI 알고리즘의 지속적인 혁신은 더욱 강력하고 효율적인 AI 프로세서의 개발을 촉진하고 있습니다. 이러한 발전은 다양한 산업 분야에서 AI 용도에 대한 수요 증가를 지원하고 있습니다.
  • AI 용도 수요 증가 : 헬스케어, 금융, 자동차 등의 분야에서 AI 도입이 증가함에 따라 고급 AI 프로세서의 필요성이 증가하고 있습니다. 이러한 수요는 AI 프로세서 기술에 대한 투자와 개발을 촉진하고 있습니다.
  • 클라우드 컴퓨팅의 성장 : 클라우드 컴퓨팅 서비스의 확대로 인해 데이터센터내 AI 프로세서에 대한 수요가 증가하고 있습니다. 이러한 성장은 확장 가능하고 효율적인 AI 처리 능력에 대한 필요성을 지원합니다.
  • 엣지 컴퓨팅의 부상 : 엣지 컴퓨팅으로의 전환으로 엣지에서 실시간 처리 및 의사결정을 할 수 있는 AI 프로세서에 대한 수요가 증가하고 있습니다. 이러한 추세는 IoT, 자율주행차, 스마트 시티 등에 대한 적용을 지원하고 있습니다.
  • AI 연구개발에 대한 투자 : AI 연구개발에 대한 투자 증가는 AI 프로세서의 혁신을 촉진하고 있습니다. 각 업체들은 진화하는 AI의 요구에 대응하고 경쟁 우위를 유지하기 위해 새로운 기술과 아키텍처를 개발하고 있습니다.

AI PC 프로세서 시장이 해결해야 할 과제는 다음과 같습니다. :

  • 높은 개발 비용 : 고급 AI 프로세서 개발에는 연구, 설계, 제조와 관련된 많은 비용이 소요됩니다. 이러한 높은 비용은 일부 기업에게 장벽이 되어 시장 진입을 제한할 수 있습니다.
  • 빠른 기술 혁신 : AI와 반도체 산업은 기술 발전 속도가 빠르기 때문에 제품 수명 주기가 짧아지고 지속적인 기술 혁신이 필요합니다. 기업은 경쟁력을 유지하기 위해 이러한 변화에 대응해야 합니다.
  • 공급망 혼란 : AI 프로세서 시장은 주요 부품 및 재료 부족 등 세계 공급망 혼란의 영향을 받을 수 있습니다. 이러한 혼란은 생산 일정과 비용 구조에 영향을 미칠 수 있습니다.

AI PC 프로세서 시장에 영향을 미치는 주요 촉진요인 및 과제는 시장의 성장과 발전을 형성하고 있습니다. 기술 발전과 수요 증가가 발전을 촉진하는 반면, 높은 개발 비용, 빠른 변화, 공급망 문제가 큰 도전이 되고 있습니다.

목차

제1장 개요

제2장 세계의 AI PC 프로세서 시장 : 시장 역학

  • 서론, 배경, 분류
  • 공급망
  • 업계 촉진요인과 과제

제3장 시장 동향과 예측 분석(2019-2031년)

  • 거시경제 동향(2019-2024년)과 예측(2025-2031년)
  • 세계의 AI PC 프로세서 시장 동향(2019-2024년)과 예측(2025-2031년)
  • 세계의 AI PC 프로세서 시장 : 유형별
    • 통합형 NPU
    • 비통합형 NPU
  • 세계의 AI PC 프로세서 시장 : 용도별
    • 데스크톱 컴퓨터
    • 노트북

제4장 지역별 시장 동향과 예측 분석(2019-2031년)

  • 세계의 AI PC 프로세서 시장 : 지역별
  • 북미의 AI PC 프로세서 시장
  • 유럽의 AI PC 프로세서 시장
  • 아시아태평양의 AI PC 프로세서 시장
  • 기타 지역의 AI PC 프로세서 시장

제5장 경쟁 분석

  • 제품 포트폴리오 분석
  • 운영 통합
  • Porter's Five Forces 분석

제6장 성장 기회와 전략 분석

  • 성장 기회 분석
    • 세계의 AI PC 프로세서 시장의 성장 기회 : 유형별
    • 세계의 AI PC 프로세서 시장의 성장 기회 : 용도별
    • 세계의 AI PC 프로세서 시장의 성장 기회 : 지역별
  • 세계의 AI PC 프로세서 시장의 새로운 동향
  • 전략 분석
    • 신제품 개발
    • 세계의 AI PC 프로세서 시장의 용량 확대
    • 세계의 AI PC 프로세서 시장에서의 합병, 인수, 합병사업
    • 인증과 라이선싱

제7장 주요 기업의 기업 개요

  • NVIDIA
  • AMD
  • Qualcomm
  • Apple
  • Intel
KSA 25.04.30

The future of the global AI PC processor market looks promising with opportunities in the desktop computer and laptop computer markets. The global AI PC processor market is expected to grow with a CAGR of 6.7% from 2025 to 2031. The major drivers for this market are rising demand for AI in applications like machine learning and data analysis, growth in cloud-based services requiring powerful AI processors, and ongoing improvements in processor efficiency and capability.

  • Lucintel forecasts that, within the type category, the integrated NPU segment is expected to witness higher growth over the forecast period.
  • Within the application category, a desktop computer is expected to witness higher growth.
  • In terms of regions, APAC is expected to witness the highest growth over the forecast period.

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Emerging Trends in the AI PC Processor Market

The AI PC processor market is evolving with several key trends shaping its future. These trends reflect the growing complexity of AI applications and the need for more specialized hardware.

  • Increasing Integration of AI and GPU Technologies: AI processors are increasingly incorporating GPU technologies to handle parallel processing and complex AI algorithms more efficiently. This integration improves performance for tasks like deep learning and data analytics.
  • Development of Specialized AI Cores: New processors are being designed with specialized AI cores optimized for specific types of AI workloads. These cores enhance performance and efficiency for tasks such as image recognition and natural language processing.
  • Growth of Edge AI Processing: There is a shift toward deploying AI processors at the edge, closer to data sources. This trend supports real-time processing and reduces latency, benefiting applications in autonomous vehicles and smart cities.
  • Enhanced Focus on Energy Efficiency: As AI processing demands increase, there is a stronger emphasis on developing energy-efficient processors. This focus aims to reduce operational costs and address environmental concerns associated with high-power AI computing.
  • Expansion of AI Processor Ecosystems: The market is seeing growth in AI processor ecosystems, including software and development tools. These ecosystems support developers and businesses in creating and optimizing AI applications, facilitating broader adoption.

These trends are reshaping the AI PC processor market by driving innovation and addressing specific needs in AI computing. The focus on efficiency, specialization, and ecosystem support is enabling more advanced and widespread use of AI technologies.

Recent Developments in the AI PC Processor Market

The AI PC processor market is evolving rapidly with new advancements that are enhancing performance and expanding applications. Recent developments include technological breakthroughs and strategic initiatives by key players.

  • Development of High-Performance AI Chips: Major tech companies are releasing AI processors with higher performance capabilities, including improved neural network processing units. These chips are designed to handle more complex AI tasks with greater speed and efficiency.
  • Introduction of AI-Optimized Architectures: New processor architectures are being introduced that are specifically optimized for AI workloads. These architectures provide better parallel processing and higher throughput, catering to the growing demand for AI applications.
  • Advancements in Quantum Computing Integration: Some AI processors are being developed with quantum computing capabilities. This integration aims to enhance computational power and solve problems that are currently beyond the reach of classical computing.
  • Increased Focus on AI in Mobile Devices: AI processors are being integrated into mobile devices to support advanced features such as augmented reality and real-time language translation. This trend is driving innovation in mobile technology and user experiences.
  • Expansion of AI Processor Ecosystems: Companies are developing comprehensive ecosystems around their AI processors, including software, development kits, and support services. This expansion aims to accelerate the adoption and deployment of AI technologies across various sectors.

These developments are driving significant advancements in the AI PC processor market, enhancing capabilities, and expanding applications. The focus on performance, integration, and ecosystem support is shaping the future of AI technology.

Strategic Growth Opportunities for the AI PC Processor Market

The AI PC processor market offers several strategic growth opportunities across various applications. These opportunities are driving innovation and expanding the market potential.

  • Expansion into Data Centers: AI processors are increasingly being adopted in data centers to handle large-scale AI and machine learning workloads. This expansion supports the growing demand for cloud-based AI services and big data analytics.
  • Growth in Edge Computing Applications: The rise of edge computing is creating opportunities for AI processors designed for on-site data processing. This growth benefits industries such as automotive, healthcare, and manufacturing by enabling real-time analytics and decision-making.
  • Advancement in Consumer Electronics: AI processors are being integrated into consumer electronics like smartphones and smart home devices. This advancement enhances features such as voice recognition, image processing, and personalized user experiences.
  • Development of AI for Autonomous Systems: There is a significant opportunity in developing AI processors for autonomous systems, including self-driving cars and drones. These processors are critical for real-time processing and decision-making in autonomous applications.
  • Investment in AI Research and Development: Investing in R&D for AI processors presents opportunities for innovation and differentiation. Companies focusing on developing cutting-edge technologies and architectures can capture market share and drive industry advancements.

These growth opportunities are shaping the AI PC processor market by driving innovation and expanding applications. The focus on data centers, edge computing, consumer electronics, autonomous systems, and R&D is fueling market expansion and technological progress.

AI PC Processor Market Driver and Challenges

The AI PC processor market is influenced by various drivers and challenges that shape its growth and development. These factors include technological advancements, economic conditions, and regulatory considerations.

The factors responsible for driving the AI PC processor market include:

  • Technological Advancements: Ongoing innovations in semiconductor technology and AI algorithms are driving the development of more powerful and efficient AI processors. This advancement supports the growing demand for AI applications across various industries.
  • Increased Demand for AI Applications: The rise in AI adoption across sectors such as healthcare, finance, and automotive is fueling the need for advanced AI processors. This demand drives investment and development in AI processor technologies.
  • Growth of Cloud Computing: The expansion of cloud computing services is creating a higher demand for AI processors in data centers. This growth supports the need for scalable and efficient AI processing capabilities.
  • Rise of Edge Computing: The shift toward edge computing is driving demand for AI processors capable of real-time processing and decision-making at the edge. This trend supports applications in IoT, autonomous vehicles, and smart cities.
  • Investment in AI Research and Development: Increased investment in AI R&D is promoting innovation in AI processors. Companies are developing new technologies and architectures to address evolving AI needs and maintain competitive advantages.

Challenges in the AI PC processor market are:

  • High Development Costs: Developing advanced AI processors involves significant costs related to research, design, and manufacturing. These high costs can be a barrier for some companies and limit market entry.
  • Rapid Technological Changes: The fast pace of technological advancements in AI and semiconductor industries can lead to shorter product lifecycles and the need for continuous innovation. Companies must keep up with these changes to remain competitive.
  • Supply Chain Disruptions: The AI processor market is affected by global supply chain disruptions, including shortages of critical components and materials. These disruptions can impact production schedules and cost structures.

The major drivers and challenges impacting the AI PC processor market are shaping its growth and development. Technological advancements and increasing demand are driving progress, while high development costs, rapid changes, and supply chain issues present significant challenges.

List of AI PC Processor Companies

Companies in the market compete based on product quality offered. Major players in this market focus on expanding their manufacturing facilities, R&D investments, infrastructural development, and leverage integration opportunities across the value chain. Through these strategies, AI PC processor companies cater to increasing demand, ensure competitive effectiveness, develop innovative products & technologies, reduce production costs, and expand their customer base. Some of the AI PC processor companies profiled in this report include-

  • NVIDIA
  • AMD
  • Qualcomm
  • Apple
  • Intel

AI PC Processor by Segment

The study includes a forecast for the global AI PC processor market by type, application, and region.

AI PC Processor Market by Type [Analysis by Value from 2019 to 2031]:

  • Integrated NPU
  • No Integrated NPU

AI PC Processor Market by Application [Analysis by Value from 2019 to 2031]:

  • Desktop Computer
  • Laptop Computer

AI PC Processor Market by Region [Analysis by Value from 2019 to 2031]:

  • North America
  • Europe
  • Asia Pacific
  • The Rest of the World

Country Wise Outlook for the AI PC Processor Market

Major players in the market are expanding their operations and forming strategic partnerships to strengthen their positions. The below image highlights recent developments by major AI PC processor producers in key regions: the USA, China, India, Japan, and Germany.

  • United States: The U.S. has seen major advancements with companies like NVIDIA and Intel releasing new AI-centric processors, enhancing capabilities for data centers and AI applications. These developments focus on integrating more powerful GPUs and specialized AI cores to handle complex workloads.
  • China: China is rapidly advancing with local firms such as Huawei and Baidu launching new AI processors. These processors are designed to boost AI performance for various applications, including cloud computing and smart devices, and reduce dependency on foreign technology.
  • Germany: Germany is focusing on developing AI processors that cater to industrial applications. German companies are integrating AI processors with edge computing technologies to improve manufacturing efficiency and automation, emphasizing precision and real-time processing.
  • India: India is making strides with startups and tech giants developing AI processors to support its growing tech ecosystem. Recent developments include processors designed for mobile and embedded applications, aiming to enhance local AI capabilities and support smart city initiatives.
  • Japan: Japan is advancing its AI processor technology with a focus on robotics and consumer electronics. Japanese firms are working on processors that offer high energy efficiency and integration with AI-driven robotics for applications in manufacturing and daily life.

Features of the Global AI PC Processor Market

Market Size Estimates: AI PC processor market size estimation in terms of value ($B).

Trend and Forecast Analysis: Market trends (2019 to 2024) and forecasts (2025 to 2031) by various segments and regions.

Segmentation Analysis: AI PC processor market size by type, application, and region in terms of value ($B).

Regional Analysis: AI PC processor market breakdown by North America, Europe, Asia Pacific, and Rest of the World.

Growth Opportunities: Analysis of growth opportunities in different types, applications, and regions for the AI PC processor market.

Strategic Analysis: This includes M&A, new product development, and the competitive landscape of the AI PC processor market.

Analysis of competitive intensity of the industry based on Porter's Five Forces model.

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This report answers the following 11 key questions:

  • Q.1. What are some of the most promising, high-growth opportunities for the AI PC processor market by type (integrated NPU and no integrated NPU), application (desktop computer and laptop computer), and region (North America, Europe, Asia Pacific, and the Rest of the World)?
  • Q.2. Which segments will grow at a faster pace and why?
  • Q.3. Which region will grow at a faster pace and why?
  • Q.4. What are the key factors affecting market dynamics? What are the key challenges and business risks in this market?
  • Q.5. What are the business risks and competitive threats in this market?
  • Q.6. What are the emerging trends in this market and the reasons behind them?
  • Q.7. What are some of the changing demands of customers in the market?
  • Q.8. What are the new developments in the market? Which companies are leading these developments?
  • Q.9. Who are the major players in this market? What strategic initiatives are key players pursuing for business growth?
  • Q.10. What are some of the competing products in this market and how big of a threat do they pose for loss of market share by material or product substitution?
  • Q.11. What M&A activity has occurred in the last 5 years and what has its impact been on the industry?

Table of Contents

1. Executive Summary

2. Global AI PC Processor Market : Market Dynamics

  • 2.1: Introduction, Background, and Classifications
  • 2.2: Supply Chain
  • 2.3: Industry Drivers and Challenges

3. Market Trends and Forecast Analysis from 2019 to 2031

  • 3.1. Macroeconomic Trends (2019-2024) and Forecast (2025-2031)
  • 3.2. Global AI PC Processor Market Trends (2019-2024) and Forecast (2025-2031)
  • 3.3: Global AI PC Processor Market by Type
    • 3.3.1: Integrated NPU
    • 3.3.2: No Integrated NPU
  • 3.4: Global AI PC Processor Market by Application
    • 3.4.1: Desktop Computer
    • 3.4.2: Laptop Computer

4. Market Trends and Forecast Analysis by Region from 2019 to 2031

  • 4.1: Global AI PC Processor Market by Region
  • 4.2: North American AI PC Processor Market
    • 4.2.1: North American AI PC Processor Market by Type: Integrated NPU and No Integrated NPU
    • 4.2.2: North American AI PC Processor Market by Application: Desktop Computer and Laptop Computer
  • 4.3: European AI PC Processor Market
    • 4.3.1: European AI PC Processor Market by Type: Integrated NPU and No Integrated NPU
    • 4.3.2: European AI PC Processor Market by Application: Desktop Computer and Laptop Computer
  • 4.4: APAC AI PC Processor Market
    • 4.4.1: APAC AI PC Processor Market by Type: Integrated NPU and No Integrated NPU
    • 4.4.2: APAC AI PC Processor Market by Application: Desktop Computer and Laptop Computer
  • 4.5: ROW AI PC Processor Market
    • 4.5.1: ROW AI PC Processor Market by Type: Integrated NPU and No Integrated NPU
    • 4.5.2: ROW AI PC Processor Market by Application: Desktop Computer and Laptop Computer

5. Competitor Analysis

  • 5.1: Product Portfolio Analysis
  • 5.2: Operational Integration
  • 5.3: Porter's Five Forces Analysis

6. Growth Opportunities and Strategic Analysis

  • 6.1: Growth Opportunity Analysis
    • 6.1.1: Growth Opportunities for the Global AI PC Processor Market by Type
    • 6.1.2: Growth Opportunities for the Global AI PC Processor Market by Application
    • 6.1.3: Growth Opportunities for the Global AI PC Processor Market by Region
  • 6.2: Emerging Trends in the Global AI PC Processor Market
  • 6.3: Strategic Analysis
    • 6.3.1: New Product Development
    • 6.3.2: Capacity Expansion of the Global AI PC Processor Market
    • 6.3.3: Mergers, Acquisitions, and Joint Ventures in the Global AI PC Processor Market
    • 6.3.4: Certification and Licensing

7. Company Profiles of Leading Players

  • 7.1: NVIDIA
  • 7.2: AMD
  • 7.3: Qualcomm
  • 7.4: Apple
  • 7.5: Intel
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