GPU 첨단 패키지 시장 : 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the GPU advanced packaging market size is expected to increase from USD 8.30 billion in 2025 to USD 13.70 billion in 2026 and reach USD 37.50 billion by 2031, growing at a CAGR of 22.31% over 2026-2031.

This report is Segmented by Packaging Technology (2. 5D Packaging, Fan-Out / RDL-Based Packaging, Embedded Bridge Packaging, and More), GPU Configuration (Monolithic GPU Packages, Chiplet-Based GPU Packages, and More), Application (AI Training GPUs, HPC GPUs, and More), Service Provider (Foundry-Led Packaging, and More), and Geography. The Market Forecasts are Provided in Terms of Value (USD).

Global GPU Advanced Packaging Market Trends and Insights

Rising AI GPU and HBM Integration Needs Drive Packaging Demand

The GPU advanced packaging market is expanding because AI accelerators now need tight integration between GPU logic and high-bandwidth memory inside the same package. This requirement raises the value of interposers, die placement, thermal path design, and package level power delivery, because each one directly affects usable performance in training and inference systems. SK hynix stated in 2025 that its iHBM solution placed cooling features directly in the D2D PHY area, where heat concentration is highest, and this reduced thermal resistance by 30% in demanding package environments. That shift matters because memory stacking is no longer just a component choice, and it now changes how the full GPU package is engineered, qualified, and priced. As HBM stacks become denser, packaging decisions move earlier in the design cycle and stay tied to long customer qualification programs, which supports stronger revenue visibility for advanced package suppliers. The result is that the packaging layer has become one of the main technical gates for AI system deployment, rather than a downstream assembly step.

Growth of Chiplet-Based GPU Architectures Expands Packaging Complexity

The GPU advanced packaging market is also gaining from the wider use of chiplet-based GPU layouts that break large functions into smaller tiles and then reconnect them inside one package. This design path helps vendors work around reticle limits and yield pressure, but it also increases the need for dense die-to-die interconnects, tighter alignment, and more complex assembly flows. An IEEE Journal of Solid-State Circuits study published in 2025 described a scalable heterogeneous 2.5D system with 300 MB SRAM, 20 Tb/s bandwidth, and simultaneous inferencing across 20 chiplets, which shows how far multi-chip designs are moving beyond simple side-by-side integration. Intel also noted in its November 2025 Foveros Direct 3D technology brief that hybrid bonding supports very fine pitch interconnects and denser vertical integration, reinforcing why advanced packaging is central to next-generation compute architecture. In practical terms, chiplet adoption broadens the mix of packages needed across AI training, HPC, and high-end inference products, instead of keeping demand tied to one package format. That broadening effect gives the GPU advanced packaging market a wider and more durable demand base as product roadmaps become more modular.

CoWoS And Comparable Capacity Bottlenecks Limit Revenue Conversion

The GPU advanced packaging market still faces a supply ceiling because demand for leading-edge package formats remains heavily concentrated in a narrow set of qualified platforms and production lines. Even when end demand is strong, revenue cannot fully convert if substrate availability, interposer capacity, memory integration, and final package throughput do not scale together. The U.S. Department of Commerce framed advanced packaging as a strategic gap in the semiconductor supply chain when it announced large public awards for domestic ecosystem buildout, which supports the view that current supply remains structurally constrained. This constraint matters most for flagship AI programs, because those products rely on the most advanced packaging flows and cannot easily switch to lower-complexity alternatives once design qualification is complete. It also reinforces customer concentration around a few suppliers that already operate at the leading edge, which limits bargaining power for GPU designers that need fast volume ramps. Until more qualified lines come online across regions and providers, the GPU advanced packaging market will continue to face periods when demand runs ahead of practical package output.

Other drivers and restraints analyzed in the detailed report include:

1. Government Incentives for Domestic Packaging Supply Chains Shift Investment
2. Power and Thermal Efficiency Pressure Makes Packaging a Design Lever
3. High Capex and Yield Risk Raise the Barrier to New Capacity

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

Segment Analysis

2.5D silicon-interposer packaging held 70.11% of the market in 2025, which kept it as the volume anchor of the GPU advanced packaging market. That position reflects its role as the default integration route for advanced GPU and HBM combinations, where the package must support dense interconnects, large memory footprints, and stable thermal behavior. The installed base of qualified design flows also matters, because customers already rely on this format for high-value programs and cannot easily absorb long requalification cycles during active product ramps. In effect, 2.5D kept its lead because it offers the best balance between bandwidth density, customer familiarity, and near-term production readiness for top AI deployments.

The GPU advanced packaging market is also shifting toward hybrid 2.5D + 3D packaging, which is projected to expand at a 23.21% CAGR through 2031. This segment is gaining because it combines horizontal integration and vertical stacking in a way that can push beyond the practical limits of pure interposer designs. The direction is consistent with broader industry work on fine-pitch hybrid bonding, denser vertical links, and more advanced heterogeneous integration. Fan-out and redistribution-layer approaches continue to fit programs that need thinner form factors or more controlled cost, while embedded bridge solutions are building a role where customers want a credible path outside the largest interposer-based platforms. Over time, this means the GPU advanced packaging industry is moving from one dominant package choice toward a more segmented technology mix that maps to workload needs, thermal limits, and customer budgets.

Chiplet-based GPU packages commanded 55.33% of the configuration mix in 2025, and this made them the leading configuration in the GPU advanced packaging market. The share reflects a structural shift in design logic, because breaking functions into smaller dies helps vendors manage yield, reticle boundaries, and product scaling across multiple performance tiers. It also aligns with research results that show chiplet-rich 2.5D systems can deliver very high bandwidth and broader configuration flexibility across many active dies. That mix gives chiplet layouts a stronger long-term foundation than single large dies in the highest-value AI accelerator classes.

GPU packages with stacked cache and I/O dies are projected to expand at a 23.62% CAGR through 2031, making them the fastest-growing configuration in the GPU advanced packaging market size discussion for emerging design layers. This growth is tied to the need to lift bandwidth and reduce latency without expanding package footprint beyond what current board, power, and cooling systems can handle. Very fine pitch hybrid bonding supports that direction by enabling closer vertical links and more compact heterogeneous stacks. Monolithic GPU packages still matter in gaming, visualization, and other cost-sensitive areas where disaggregation does not always pay off. Even so, the broader design center of gravity inside the GPU advanced packaging market is moving toward more layered and more modular package structures as AI compute demand intensifies.

Complete Report Scope:

• By Packaging Technology
  • 2.5D Packaging
  • 3D Packaging
  • Fan-Out / RDL-Based Packaging
  • Embedded Bridge Packaging
  • Hybrid 2.5D + 3D Packaging
• By GPU Configuration
  • Monolithic GPU Packages
  • Chiplet-Based GPU Packages
  • GPU Packages with HBM Integration
  • GPU Packages with Stacked Cache / I/O Dies
• By Application
  • AI Training GPUs
  • AI Inference GPUs
  • HPC GPUs
  • Professional Visualization GPUs
  • Gaming and Consumer GPUs
  • Edge, Industrial, and Automotive GPUs
• By Packaging Service Provider
  • Foundry-Led Packaging
  • OSAT-Led Packaging
  • IDM / Captive Packaging
• By Geography
  • North America
    • United States
    • Canada
    • Mexico
  • Europe
    • Germany
    • United Kingdom
    • France
    • Italy
    • Rest of Europe
  • Asia-Pacific
    • China
    • Japan
    • South Korea
    • India
    • Southeast Asia
    • Rest of Asia-Pacific
  • South America
  • Middle East and Africa

Geography Analysis

The GPU advanced packaging market remained concentrated in Asia-Pacific in 2025, with the region holding 68.44% share of global demand and supply activity. This lead came from the region's combination of foundry depth, memory supply, substrate capability, and OSAT scale, which gives customers shorter feedback loops between design, assembly, and qualification. South Korea remains important because advanced memory and package co-development are tightly linked, and NVIDIA and SK hynix formalized that linkage further through their June 2026 multiyear technology partnership for AI memory platforms. Asia-Pacific also benefits from a mature supplier web that can support multiple package technologies at commercial scale, from interposer-based flows to more experimental next-generation formats. This keeps the GPU advanced packaging market centered in the region even as other geographies increase their investment pace.

North America is projected to grow at a 23.42% CAGR through 2031, and this makes it the fastest-growing regional layer of the GPU advanced packaging market size outlook. That expansion is being supported by direct public funding, pilot infrastructure, and new domestic packaging plans intended to strengthen semiconductor resilience. The U.S. Department of Commerce's January 2025 package of USD 1.4 billion in final awards placed advanced packaging at the center of broader chip policy, rather than treating it as a secondary part of the supply chain. Preliminary support for Amkor's planned Arizona campus extends that policy into commercial capacity and signals that the United States wants a functioning high-volume OSAT base onshore. For customers in defense, hyperscale computing, and national infrastructure, the value of local capacity is not only cost related, but also tied to assurance, lead times, and risk management.

Europe, South America, and the Middle East and Africa remain smaller in direct manufacturing scale, but they still shape the GPU advanced packaging market through equipment, materials, and downstream demand. Europe is especially relevant in process equipment and ecosystem development, where suppliers help advance next-generation packaging formats that feed into global production chains. LPKF and Onto Innovation announced a collaboration in April 2025 to accelerate mass production of glass core substrates, and that supports Europe's role in enabling future package architectures rather than in dominating high-volume GPU assembly. South America and the Middle East and Africa remain more important as end markets for AI infrastructure deployments than as major packaging production hubs. Even without large local manufacturing footprints, those deployments still add to demand for advanced-packaged GPUs shipped from the main supply regions.

1. Taiwan Semiconductor Manufacturing Company Limited
2. Intel Corporation
3. Samsung Electronics Co., Ltd.
4. ASE Technology Holding Co., Ltd.
5. Amkor Technology, Inc.
6. Jiangsu Changjiang Electronics Technology Co., Ltd.
7. Powertech Technology Inc.
8. Siliconware Precision Industries Co., Ltd.
9. Micron Technology, Inc.
10. SK hynix Inc.
11. NVIDIA Corporation
12. Advanced Micro Devices, Inc.
13. Broadcom Inc.
14. Synopsys, Inc.
15. Cadence Design Systems, Inc.
16. Tokyo Electron Limited
17. Applied Materials, Inc.
18. Lam Research Corporation
19. Onto Innovation Inc.
20. EV Group (EVG)
21. Universal Chiplet Interconnect Express Consortium

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 Rising AI GPU and HBM Integration Needs
  • 4.2.2 Growth of Chiplet-Based GPU Architectures
  • 4.2.3 Capacity Expansion by Foundries and OSATs
  • 4.2.4 Government Incentives for Domestic Packaging Supply Chains
  • 4.2.5 Hybrid Bonding Adoption for Higher Interconnect Density
  • 4.2.6 Power and Thermal Efficiency Pressure in Data Center GPUs
• 4.3 Market Restraints
  • 4.3.1 CoWoS and Comparable Advanced Packaging Capacity Bottlenecks
  • 4.3.2 High Capex and Yield Risk in 2.5D and 3D Lines
  • 4.3.3 Thermal Management Complexity in Dense Multi-Die Packages
  • 4.3.4 Glass and Panel-Level Ecosystem Readiness Gaps
• 4.4 Industry Value Chain Analysis
• 4.5 Industry Supply Chain Analysis
• 4.6 Technology Outlook
• 4.7 Regulatory Landscape
• 4.8 Impact of Macroeconomic Factors on the Market
• 4.9 Porter's Five Forces Analysis
  • 4.9.1 Bargaining Power of Suppliers
  • 4.9.2 Bargaining Power of Buyers
  • 4.9.3 Threat of New Entrants
  • 4.9.4 Threat of Substitutes
  • 4.9.5 Competitive Rivalry

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

• 5.1 By Packaging Technology
  • 5.1.1 2.5D Packaging
  • 5.1.2 3D Packaging
  • 5.1.3 Fan-Out / RDL-Based Packaging
  • 5.1.4 Embedded Bridge Packaging
  • 5.1.5 Hybrid 2.5D + 3D Packaging
• 5.2 By GPU Configuration
  • 5.2.1 Monolithic GPU Packages
  • 5.2.2 Chiplet-Based GPU Packages
  • 5.2.3 GPU Packages with HBM Integration
  • 5.2.4 GPU Packages with Stacked Cache / I/O Dies
• 5.3 By Application
  • 5.3.1 AI Training GPUs
  • 5.3.2 AI Inference GPUs
  • 5.3.3 HPC GPUs
  • 5.3.4 Professional Visualization GPUs
  • 5.3.5 Gaming and Consumer GPUs
  • 5.3.6 Edge, Industrial, and Automotive GPUs
• 5.4 By Packaging Service Provider
  • 5.4.1 Foundry-Led Packaging
  • 5.4.2 OSAT-Led Packaging
  • 5.4.3 IDM / Captive Packaging
• 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 Europe
    • 5.5.2.1 Germany
    • 5.5.2.2 United Kingdom
    • 5.5.2.3 France
    • 5.5.2.4 Italy
    • 5.5.2.5 Rest of Europe
  • 5.5.3 Asia-Pacific
    • 5.5.3.1 China
    • 5.5.3.2 Japan
    • 5.5.3.3 South Korea
    • 5.5.3.4 India
    • 5.5.3.5 Southeast Asia
    • 5.5.3.6 Rest of Asia-Pacific
  • 5.5.4 South America
  • 5.5.5 Middle East and Africa

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 Taiwan Semiconductor Manufacturing Company Limited
  • 6.4.2 Intel Corporation
  • 6.4.3 Samsung Electronics Co., Ltd.
  • 6.4.4 ASE Technology Holding Co., Ltd.
  • 6.4.5 Amkor Technology, Inc.
  • 6.4.6 Jiangsu Changjiang Electronics Technology Co., Ltd.
  • 6.4.7 Powertech Technology Inc.
  • 6.4.8 Siliconware Precision Industries Co., Ltd.
  • 6.4.9 Micron Technology, Inc.
  • 6.4.10 SK hynix Inc.
  • 6.4.11 NVIDIA Corporation
  • 6.4.12 Advanced Micro Devices, Inc.
  • 6.4.13 Broadcom Inc.
  • 6.4.14 Synopsys, Inc.
  • 6.4.15 Cadence Design Systems, Inc.
  • 6.4.16 Tokyo Electron Limited
  • 6.4.17 Applied Materials, Inc.
  • 6.4.18 Lam Research Corporation
  • 6.4.19 Onto Innovation Inc.
  • 6.4.20 EV Group (EVG)
  • 6.4.21 Universal Chiplet Interconnect Express Consortium

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-Space and Unmet-Need Assessment