GPU 아키텍처 및 컴퓨트 IP 라이선싱 : 시장 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the graphics processing unit (GPU) architecture and Compute Intellectual Property (IP) Licensing Market size is expected to increase from USD 347.92 million in 2025 to USD 407.17 million in 2026 and reach USD 893.85 million by 2031, growing at a CAGR of 17.03% over 2026-2031.

This report is Segmented by IP Type (GPU Core IP, AI/Tensor Compute IP, Compute ISA/Architecture IP, On-Chip Compute Interconnect IP), Licensing Model (Perpetual License + Royalty, Subscription/Access-Based Licensing, and More), End User (Fabless Semiconductor Companies, Integrated Device Manufacturers, and More), and Geography. The Market Forecasts are Provided in Terms of Value (USD).

Global GPU Architecture And Compute IP Licensing Market Trends and Insights

Explosive AI Workload Growth In Data Centers

Hyperscale cloud providers are licensing tensor-core IP to build application-specific accelerators that trim energy cost per inference and avoid the margin stack of discrete GPUs. AWS Trainium2 instances, rolled out in March 2025, deliver 30% better performance per watt than H100 clusters, cutting the operator's annual GPU purchase bill by USD 1.2 billion.Google's TPU v6e, co-developed with Broadcom, achieves one-third the energy cost of comparable GPU farms. The USD 20 billion Nvidia-Groq agreement proved that even inference-focused start-ups now seek IP access to preserve roadmap flexibility. This licensing preference accelerates revenue because perpetual-plus-royalty or subscription models let hyperscalers iterate every 18 months without renegotiating supply contracts. Resulting demand growth drives a positive 5.2% contribution to the overall CAGR forecast.

Proliferation Of Edge AI Devices

Smartphones, consumer IoT nodes, and smart-home appliances require on-device generative models that satisfy privacy mandates and sub-100 millisecond latency budgets. Qualcomm's Snapdragon 8 Elite integrates AI tensor slices capable of 45 TOPS for real-time video segmentation. MediaTek's Dimensity 9400 combines Arm Mali-G925 GPU IP with a 16-core NPU to locally run 7-billion-parameter models.Arm reported a 34% royalty jump in fiscal 2025 on shipments of 1.8 billion Mali- and Immortalis-equipped SoCs. Automotive demand adds further momentum as Imagination's IMG CXT wins Level 3 ADAS sockets. The breadth of design wins underpins a 3.8% uplift to forecast CAGR.

High Up-Front NRE Costs For Advanced Nodes

Mask sets for 3 nm and 2 nm processes now exceed USD 30 million, and first-silicon outlays can reach USD 80 million, pricing many mid-tier fabless firms out of leading-edge designs. CoWoS packaging adds USD 1,500 per die, up from USD 900 in 2023. Samsung's 3 nm gate-all-around node is 15% cheaper but yielded six-month delays in early tape-outs. As a workaround, smaller licensees migrate to mature 7 nm nodes or adopt chiplets, sacrificing power efficiency. The spending barrier removes 2.8% from the projected CAGR.

Other drivers and restraints analyzed in the detailed report include:

1. Rising GPU Adoption In Automotive ADAS
2. Mainstreaming Of Ray Tracing In Consumer Graphics
3. Export Controls On High-Performance Compute IP

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

GPU core IP held 44% revenue share in 2025, a position built on Arm Mali and Imagination PowerVR franchises that ship in more than 2 billion devices annually. AI and tensor compute IP is expanding at a 21.90% CAGR as hyperscalers prioritize INT8 and sparsity engines over rasterization, redirecting spend toward specialized matrix blocks. The Nvidia-Groq arrangement illustrates how licensees increasingly value Blackwell-generation tensor cores and NVLink fabrics for export-compliant inference chips. Compute ISA IP, primarily RISC-V vector extensions, captured 18% share, buoyed by sovereign programs in Europe and India that seek royalty-free instruction sets. On-chip interconnect IP reached 14% share as chiplet adoption demands sub-100-nanosecond latency meshes.

Hyperscalers also favor sparse-tensor accelerators that boost operations per watt, as seen in Google's TPU v6e, which integrates custom sparsity logic yielding 2.4X dense-matrix throughput. Meta's MTIA v2 licensed only memory-controller and interconnect blocks while designing proprietary inference units. SiFive's Intelligence X390 NPU blends RISC-V vectors with a 128-lane matrix engine, offering licensees a royalty-free path to 50 TOPS at 5 watts. As a result, AI-centric IP is positioned to overtake classic GPU shader cores before 2031.

Geography Analysis

Asia-Pacific held 46% of the GPU architecture and compute IP licensing market share in 2025, anchored by Taiwan's TSMC, which fabricates more than 70% of licensed GPU designs worldwide. China earmarked CNY 45 billion (USD 6.3 billion) for domestic GPU development despite export-control headwinds. India's Design Linked Incentive reimburses up to 50% of IP fees, drawing Imagination, SiFive, and Cadence into local partnerships. Japan committed JPY 200 billion (USD 1.3 billion) to RISC-V GPU IP via the Rapidus consortium. Although Biren and Moore Threads lost access to Arm and Synopsys IP, both pivoted to Alibaba's royalty-free Xuantie C930 cores.

North America is projected to expand at a 19.20% CAGR through 2031, fueled by CHIPS Act incentives and hyperscaler vertical integration. AWS, Google, and Meta invested more than USD 8 billion in custom-silicon IP during 2025, and TSMC's Arizona fab will produce Trainium2 and TPU v6e volumes from Q1 2026. The October 2024 U.S. export-control update inadvertently accelerated domestic licensing, as providers now must tailor ASICs for regional compliance.

Europe captured 12% share in 2025, with automotive ADAS and sovereign compute driving demand. The European Processor Initiative licensed SiFive RISC-V vectors for its Rhea2 exascale processor. Germany budgeted EUR 500 million (USD 565 million) to subsidize GPU IP in the auto supply chain. Rest-of-World regions, including South America, Middle East, and Africa, together represented 6% share, hindered by weaker IP-protection enforcement and limited fab capacity.

1. Arm Ltd.
2. Imagination Technologies Ltd.
3. Nvidia Corporation
4. Advanced Micro Devices, Inc.
5. Intel Corporation
6. SiFive, Inc.
7. Tenstorrent, Inc.
8. VeriSilicon Microelectronics Co., Ltd.
9. Synopsys, Inc.
10. Cadence Design Systems, Inc.
11. Alibaba Group Holding Ltd. (T-Head)
12. Qualcomm Technologies, Inc.
13. Samsung Electronics Co., Ltd.
14. Apple Inc.
15. Broadcom Inc.
16. Meta Platforms, Inc. (AI Research ASICs)
17. Google LLC (TPU IP Licensing)
18. Graphcore Ltd.
19. Rivos, Inc.
20. Esperanto Technologies, Inc.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET LANDSCAPE

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Explosive AI Workload Growth in Data Centers
  • 4.2.2 Proliferation of Edge AI Devices
  • 4.2.3 Rising GPU Adoption in Automotive ADAS
  • 4.2.4 Mainstreaming of Ray Tracing in Consumer Graphics
  • 4.2.5 Sovereign Semiconductor Strategies Driving In-House IP
  • 4.2.6 Open-Source ISA Momentum (e.g., RISC-V) Catalyzing Custom GPUs
• 4.3 Market Restraints
  • 4.3.1 High Up-Front NRE Costs for Advanced Nodes
  • 4.3.2 Export Controls on High-Performance Compute IP
  • 4.3.3 Fragmentation of Software Toolchains
  • 4.3.4 Escalating Patent Litigation Risk
• 4.4 Industry Value / Supply-Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Impact of Macroeconomic Factors on the Market
• 4.8 Porter's Five Forces Analysis
  • 4.8.1 Bargaining Power of Buyers
  • 4.8.2 Bargaining Power of Suppliers
  • 4.8.3 Threat of New Entrants
  • 4.8.4 Threat of Substitutes
  • 4.8.5 Competitive Rivalry

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

• 5.1 By IP Type
  • 5.1.1 GPU Core IP
  • 5.1.2 AI / Tensor Compute IP
  • 5.1.3 Compute ISA / Architecture IP
  • 5.1.4 On-Chip Compute Interconnect IP
• 5.2 By Licensing Model
  • 5.2.1 Perpetual License + Royalty
  • 5.2.2 Subscription / Access-Based Licensing
  • 5.2.3 Royalty-Only Models
• 5.3 By End User
  • 5.3.1 Fabless Semiconductor Companies
  • 5.3.2 Integrated Device Manufacturers (IDMs)
  • 5.3.3 Hyperscalers
• 5.4 By Geography
  • 5.4.1 North America
    • 5.4.1.1 United States
    • 5.4.1.2 Canada
    • 5.4.1.3 Mexico
  • 5.4.2 Europe
    • 5.4.2.1 United Kingdom
    • 5.4.2.2 Germany
    • 5.4.2.3 France
    • 5.4.2.4 Italy
    • 5.4.2.5 Rest of Europe
  • 5.4.3 Asia-Pacific
    • 5.4.3.1 China
    • 5.4.3.2 Japan
    • 5.4.3.3 India
    • 5.4.3.4 South Korea
    • 5.4.3.5 Rest of Asia-Pacific
  • 5.4.4 Rest of the World

6 COMPETITIVE LANDSCAPE

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share Analysis
• 6.4 Company Profiles (includes Global Level Overview, Market Level Overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share, Products and Services, Recent Developments)
  • 6.4.1 Arm Ltd.
  • 6.4.2 Imagination Technologies Ltd.
  • 6.4.3 Nvidia Corporation
  • 6.4.4 Advanced Micro Devices, Inc.
  • 6.4.5 Intel Corporation
  • 6.4.6 SiFive, Inc.
  • 6.4.7 Tenstorrent, Inc.
  • 6.4.8 VeriSilicon Microelectronics Co., Ltd.
  • 6.4.9 Synopsys, Inc.
  • 6.4.10 Cadence Design Systems, Inc.
  • 6.4.11 Alibaba Group Holding Ltd. (T-Head)
  • 6.4.12 Qualcomm Technologies, Inc.
  • 6.4.13 Samsung Electronics Co., Ltd.
  • 6.4.14 Apple Inc.
  • 6.4.15 Broadcom Inc.
  • 6.4.16 Meta Platforms, Inc. (AI Research ASICs)
  • 6.4.17 Google LLC (TPU IP Licensing)
  • 6.4.18 Graphcore Ltd.
  • 6.4.19 Rivos, Inc.
  • 6.4.20 Esperanto Technologies, Inc.

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-Space and Unmet-Need Assessment