AI 가속기 : 시장 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the AI accelerators market size is expected to grow from USD 140.55 billion in 2025 to USD 174.69 billion in 2026 and is forecast to reach USD 518.12 billion by 2031 at 24.30% CAGR over 2026-2031.

This report is Segmented by Processor Type (GPU, ASIC/TPU, FPGA, CPU/NPU/Others), Processing Location (Cloud/Data-center, Edge/On-device, On-Prem HPC), Function (Training, Inference), End-User Industry (Hyperscale Cloud Service Providers, Enterprise & Colocation Data-Centers, Automotive OEMs & Tier-1, Healthcare & Life-Sciences, Others), and Geography. The Market Forecasts are Provided in Terms of Value (USD).

Global AI Accelerators Market Trends and Insights

Explosive Demand for Generative-AI Compute in Hyperscale Data Centers

Hyperscale operators are scaling to hundreds of thousands of high-end GPUs per campus to support both model training and 24-7 inference. Industry forecasts indicate the installed base may reach 6.5-7 million units annually by 2025, lifting power requirements toward 84 GW, or roughly one additional U.S. state's present-day grid load [CSIS.ORG]. Sustained demand has driven NVIDIA's data-center revenue from USD 110 billion in 2024 to an expected USD 173 billion in 2025, reinforcing the importance of supply security and driving unprecedented investment in advanced packaging capacity.

Proliferation of Edge AI Devices Needing Low-Power Accelerators

Automotive and healthcare platforms require sub-20 millisecond latency and stringent data-sovereignty compliance, prompting a shift toward on-device inference. The automotive AI chipset market is projected to reach USD 14.68 billion by 2034, growing at 20% annually, while the U.S. Food and Drug Administration has cleared 950 AI-enabled medical devices since tracking began, up 15% in the first half of 2024. New solutions such as Telechips' A2X deliver 200 TOPS within integrated system-on-chip packages, signaling a clear path toward cost-efficient, localized intelligence.

<5 nm Wafer Shortages Throttling Shipment Volumes

Even after process ramp-ups, leading-edge wafer demand exceeds supply. TSMC's monthly 3 nm output is expected to reach 125,000 wafers in the second half of 2025, yet competing orders from consumer electronics and data-center firms sustain a sellers' market that keeps wafer prices near USD 21,000. Limited alternative capacity prolongs delivery lead-times and raises the capital intensity of new AI designs.

Other drivers and restraints analyzed in the detailed report include:

1. Chiplet & Advanced-Packaging Breakthroughs Boosting Memory Bandwidth
2. Government CHIPS-Style Incentives for Domestic AI-Silicon Fabs
3. Escalating TCO of Liquid-Cooled GPU Clusters

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

Segment Analysis

GPUs held 59.20% revenue share of the AI accelerators market in 2025. Their broad software ecosystem, epitomized by CUDA, keeps them indispensable for research and early-stage development. The AI accelerators market size for ASICs is projected to expand at a 27.15% CAGR, reflecting bespoke designs by hyperscalers seeking energy and cost efficiency during steady-state inference. Vendor roadmaps show cloud operators increasing internal tape-outs and committing foundry volume to proprietary silicon. Field-programmable gate arrays (FPGAs) remain attractive where reconfigurability offsets lower peak throughput, notably for evolving edge workloads. CPU/NPU hybrids address cost-sensitive consumer devices through tight integration of host processing, security engines, and neural cores, broadening merchant supplier opportunities.

Momentum toward ASICs is reshaping capital allocation. Broadcom anticipates a USD 60-90 billion ASIC opportunity by 2027, and internal TPUs, Tranium, or Inferentia devices increasingly enter production clusters. Continued GPU primacy is therefore expected in training-intensive research, yet a structurally higher share of inference spend will migrate to ASICs as compiler maturity, open-source toolchains, and software abstractions progress. The resulting mixed-architecture environment favors suppliers capable of delivering unified toolchains across heterogeneous hardware targets.

Cloud and colocation facilities accounted for 74.30% of 2025 spending, underpinned by economies of scale and better access to sub-5 nm wafers. Nevertheless, edge delivery is surging at a 26.20% CAGR as automotive autonomy, point-of-care health diagnostics, and privacy regulation require local inference. The AI accelerators market now supports a two-tier model in which centralized training is complemented by distributed inference, enabling application developers to minimize latency while relieving bandwidth stress. On-premises high-performance computing (HPC) clusters retain importance for financial-services firms and national laboratories that must control data and ensure deterministic latency.

Automotive OEMs illustrate the edge inflection. NVIDIA's Orin and Thor product timelines prompted Chinese brands to bolster internal silicon programs, and Korean vendors are aligning packaging roadmaps with vehicle-grade temperature and safety standards. Healthcare follows a similar arc as diagnostic imaging vendors embed AI pipelines directly into scanners, avoiding cloud round-trips that would compromise workflow efficiency or patient privacy.

Complete Report Scope:

• By Processor Type
  • GPU
  • ASIC / TPU
  • FPGA
  • CPU / NPU / Others
• By Processing Location
  • Cloud / Data-center
  • Edge / On-device
  • On-prem HPC
• By Function
  • Training
  • Inference
• By End-User Industry
  • Hyperscale Cloud Service Providers
  • Enterprise & Colocation Data-centers
  • Automotive OEMs & Tier-1s
  • Healthcare & Life-sciences
  • Financial Services
  • Telecom & 5G Infrastructure
  • Other End user (Government, Cyber security, Manufacturing among others)
• By Geography
  • North America
    • United States
    • Canada
    • Mexico
  • South America
    • Brazil
    • Argentina
    • Chile
    • Rest of South America
  • Europe
    • Germany
    • United Kingdom
    • France
    • Italy
    • Spain
    • Russia
    • Rest of Europe
  • Asia-Pacific
    • China
    • Japan
    • South Korea
    • India
    • ASEAN
    • Australia & New Zealand
    • Rest of Asia-Pacific
  • Middle East & Africa
    • Middle East
      • Saudi Arabia
      • UAE
      • Turkey
      • Israel
      • Rest of Middle East
    • Africa
      • South Africa
      • Nigeria
      • Egypt
      • Rest of Africa

Geography Analysis

North America captured a 43.50% share of the AI accelerators market in 2025. Concentration of hyperscale cloud headquarters, venture funding depth, and CHIPS Act stimulants continue to channel both demand and fabrication capacity into the region. Ongoing investments in on-shore foundries, advanced packaging, and high-bandwidth-memory assembly are expected to diversify supply chains and mitigate geopolitical exposure.

Asia-Pacific posted the fastest growth, advancing at a 27.00% CAGR between 2025 and 2031. Chinese EV firms rapidly iterate proprietary automotive silicon, while South Korean consolidation-exemplified by the Rebellions-Sapeon merger-creates national champions able to negotiate lithography and packaging capacity. Taiwan's dominance in sub-5 nm wafer output remains critical, though geopolitical risk elevates incentives for Japanese, Indian, and Singaporean facilities specializing in advanced memory test and assembly.

Europe holds a smaller but influential position, guided by stringent regulatory regimes and a robust automotive manufacturing base. The forthcoming AI Act, together with sustainability mandates, is nudging accelerator design toward transparency, energy efficiency, and lifecycle accountability. Meanwhile, Middle East and African countries are commissioning green-field data centers anchored by renewable-energy availability, laying groundwork for future regional growth once policy, skills, and connectivity mature.

1. NVIDIA Corporation
2. Advanced Micro Devices, Inc. (AMD) (Xilinx, Inc.)
3. Intel Corporation (Habana Labs Ltd.)
4. Google LLC (TPU)
5. Amazon Web Services, Inc. (Trainium/Inferentia)
6. Qualcomm Incorporated
7. Cerebras Systems Inc.
8. Graphcore Limited
9. SambaNova Systems, Inc.
10. Groq, Inc.
11. Tenstorrent Inc.
12. Mythic, Inc.
13. SiFive, Inc.
14. Blaize Inc.
15. Esperanto Technologies, Inc.
16. Hailo Technologies Ltd.
17. Neural Magic, Inc.
18. Edgecortix Inc.
19. T-Head Semiconductor Co., Ltd. (a subsidiary of Alibaba Group)
20. Huawei Technologies Co., Ltd. (Ascend)
21. Biren Technology Co., Ltd.
22. Rebellions Inc.
23. CerebrumX Labs 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 & 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 demand for generative-AI compute in hyperscale data-centers
  • 4.2.2 Proliferation of edge AI devices needing low-power accelerators
  • 4.2.3 Chiplet & advanced-packaging breakthroughs boosting memory bandwidth
  • 4.2.4 Government CHIPS-style incentives for domestic AI-silicon fabs
  • 4.2.5 HBM3E supply bottlenecks redirecting design wins to alternative vendors
  • 4.2.6 Rise of open-source SDKs lowering switching costs away from incumbent GPUs
• 4.3 Market Restraints
  • 4.3.1 5 nm wafer shortages throttling shipment volumes
  • 4.3.2 Escalating TCO of liquid-cooled GPU clusters
  • 4.3.3 Export-control uncertainty on high-end accelerators to China
  • 4.3.4 Power-grid capacity caps at major colo campuses
• 4.4 Value / Supply-Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Porters Five Forces
  • 4.7.1 Threat of New Entrants
  • 4.7.2 Bargaining Power of Suppliers
  • 4.7.3 Bargaining Power of Buyers
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Competitive Rivalry

5 MARKET SIZE & GROWTH FORECASTS (VALUE)

• 5.1 By Processor Type
  • 5.1.1 GPU
  • 5.1.2 ASIC / TPU
  • 5.1.3 FPGA
  • 5.1.4 CPU / NPU / Others
• 5.2 By Processing Location
  • 5.2.1 Cloud / Data-center
  • 5.2.2 Edge / On-device
  • 5.2.3 On-prem HPC
• 5.3 By Function
  • 5.3.1 Training
  • 5.3.2 Inference
• 5.4 By End-User Industry
  • 5.4.1 Hyperscale Cloud Service Providers
  • 5.4.2 Enterprise & Colocation Data-centers
  • 5.4.3 Automotive OEMs & Tier-1s
  • 5.4.4 Healthcare & Life-sciences
  • 5.4.5 Financial Services
  • 5.4.6 Telecom & 5G Infrastructure
  • 5.4.7 Other End user (Government, Cyber security, Manufacturing among others)
• 5.5 By Geography
  • 5.5.1 North America
    • 5.5.1.1 United States
    • 5.5.1.2 Canada
    • 5.5.1.3 Mexico
  • 5.5.2 South America
    • 5.5.2.1 Brazil
    • 5.5.2.2 Argentina
    • 5.5.2.3 Chile
    • 5.5.2.4 Rest of South America
  • 5.5.3 Europe
    • 5.5.3.1 Germany
    • 5.5.3.2 United Kingdom
    • 5.5.3.3 France
    • 5.5.3.4 Italy
    • 5.5.3.5 Spain
    • 5.5.3.6 Russia
    • 5.5.3.7 Rest of Europe
  • 5.5.4 Asia-Pacific
    • 5.5.4.1 China
    • 5.5.4.2 Japan
    • 5.5.4.3 South Korea
    • 5.5.4.4 India
    • 5.5.4.5 ASEAN
    • 5.5.4.6 Australia & New Zealand
    • 5.5.4.7 Rest of Asia-Pacific
  • 5.5.5 Middle East & Africa
    • 5.5.5.1 Middle East
      • 5.5.5.1.1 Saudi Arabia
      • 5.5.5.1.2 UAE
      • 5.5.5.1.3 Turkey
      • 5.5.5.1.4 Israel
      • 5.5.5.1.5 Rest of Middle East
    • 5.5.5.2 Africa
      • 5.5.5.2.1 South Africa
      • 5.5.5.2.2 Nigeria
      • 5.5.5.2.3 Egypt
      • 5.5.5.2.4 Rest of Africa

6 COMPETITIVE LANDSCAPE

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share Analysis
• 6.4 Company Profiles
  • 6.4.1 NVIDIA Corporation
  • 6.4.2 Advanced Micro Devices, Inc. (AMD) (Xilinx, Inc.)
  • 6.4.3 Intel Corporation (Habana Labs Ltd.)
  • 6.4.4 Google LLC (TPU)
  • 6.4.5 Amazon Web Services, Inc. (Trainium/Inferentia)
  • 6.4.6 Qualcomm Incorporated
  • 6.4.7 Cerebras Systems Inc.
  • 6.4.8 Graphcore Limited
  • 6.4.9 SambaNova Systems, Inc.
  • 6.4.10 Groq, Inc.
  • 6.4.11 Tenstorrent Inc.
  • 6.4.12 Mythic, Inc.
  • 6.4.13 SiFive, Inc.
  • 6.4.14 Blaize Inc.
  • 6.4.15 Esperanto Technologies, Inc.
  • 6.4.16 Hailo Technologies Ltd.
  • 6.4.17 Neural Magic, Inc.
  • 6.4.18 Edgecortix Inc.
  • 6.4.19 T-Head Semiconductor Co., Ltd. (a subsidiary of Alibaba Group)
  • 6.4.20 Huawei Technologies Co., Ltd. (Ascend)
  • 6.4.21 Biren Technology Co., Ltd.
  • 6.4.22 Rebellions Inc.
  • 6.4.23 CerebrumX Labs Inc.

7 MARKET OPPORTUNITIES & FUTURE OUTLOOK

8 WHITE-SPACE & UNMET-NEED ASSESSMENT