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

According to Mordor Intelligence, AI chipsets market size in 2026 is estimated at USD 70.25 billion, growing from 2025 value of USD 53.06 billion with 2031 projections showing USD 285.9 billion, growing at 32.41% CAGR over 2026-2031.

This report is Segmented by Component (CPU, GPU, and More), Processing Type (Training, Inference), Deployment Location (Cloud/Hyperscale Data Center, Enterprise On-Prem Data Center and More), Application (Consumer Electronics, Automotive & Transportation, and More), Technology Node and Geography. The Market Forecasts are Provided in Terms of Value (USD).

Global AI Chipsets Market Trends and Insights

Exploding Training-Compute Demand from Frontier-Model Developers

Annual compute needs for large-scale language models are increasing ten-foldev ery 18 months, driving sustained orders for multi-die GPUs and advanced packaging solutions. NVIDIA's data-center revenue rose to USD 35.6 billion in Q4 2025 on the back of Blackwell supercomputer shipments, underscoring how hyperscale customers are accumulating vast AI-specific inventories. Multimodal model builders now require thousands of interconnected accelerators, pushing demand for CoWoS substrates and next-generation HBM stacks. As a result, leading AI companies are expected to control 15-20% of global AI-compute capacity by 2027, ensuring continuous procurement of 3 nm-class silicon. This volume concentration intensifies near-term shortages but establishes a multi-year revenue pipeline for suppliers that can execute at advanced nodes. Consequently, the AI chipsets market will benefit from a structurally higher baseline of training-oriented purchases through the forecast horizon.

Automotive "Software-Defined Vehicle" Silicon Design Wins

Automakers are consolidating scores of electronic control units into centralized AI-enabled compute domains. Industry analysts project that 80% of new vehicles will embed AI functionality by 2035, creating a large installed base for inference-class accelerators. NXP's S32N processors built on 5 nm technology deliver 34 TOPS while meeting rigorous ASIL D requirements, signalling that automotive-grade safety and AI horsepower can coexist in a single device. With each design cycle spanning seven to ten years, silicon selected for today's models generates annuity-like volume for their suppliers. Design wins now being awarded for Level 3 autonomy, sensor fusion, and over-the-air upgradability will therefore compound demand during the forecast period.

Supply-Chain Lithography Bottlenecks Below 3 nm

High-NA EUV machines required for 2 nm production cost more than USD 300 million each and remain limited in quantity. TSMC's first 2 nm pilot line enters mass production in late 2025 but faces heavy pre-allocations from flagship customers. Capacity scarcity drives higher wafer pricing and lengthens delivery lead times for AI accelerators fabricated on these nodes. China's exclusion from High-NA lithography further fragments global supply chains, raising the prospect of dual technology standards. The net effect lowers near-term unit availability and tempers the AI chipsets market growth rate until additional fabs come online after 2027.

Other drivers and restraints analyzed in the detailed report include:

1. Ultra-Low-Power Edge AI ASIC Breakthroughs
2. National AI-Infrastructure Stimulus Programs
3. AI-Model Compression Reducing Silicon Requirements

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

Segment Analysis

GPUs retained 51.40% AI chipsets market share in 2025 by delivering unmatched parallelism for training, even as NPUs and ASICs are forecast to grow at a 44.2% CAGR by 2031. The market size allocated to GPU shipments will continue rising in absolute terms as frontier models swell compute budgets, yet the share shift toward domain-specific silicon is unmistakable. Memory and storage suppliers enjoy extraordinary tailwinds: HBM3E stacks from Samsung now reach 36 GB per die, meeting larger context window demands while raising average selling prices. A 500% increase in HBM pricing since 2024 confirms the market's appetite for bandwidth over raw frequency. Heterogeneous designs based on chiplets are integrating CPUs, NPUs, and HBM on a common interposer to optimize power envelopes for edge inference. Vendors that master advanced 2.5D packaging, die-to-die interconnects, and memory co-location will capture premium margins within the evolving AI chipsets market.

The CPU segment adapts through on-die AI accelerators and new instruction sets, preserving relevance in traditional workloads that intermingle control logic and inference. FPGAs regain momentum where deterministic latency or in-field upgradability outweighs absolute throughput, especially inside industrial robots and telecom gateways. Architectural diversity ultimately raises the total addressable market because each workload maps to the most efficient silicon block. Suppliers capable of orchestrating multi-chiplet solutions are thus positioned for outsized share gains as system integrators demand turnkey subsystems rather than discrete parts.

Training commanded 60.30% of AI chipsets market share in 2025, anchored by hyperscale data-center clusters running hundreds of petaflops per rack. The market size linked to training will keep growing because parameter counts in multimodal models expand geometrically; scenarios point to 100 million H100-class GPUs required by 2030. Still, inference shipments will scale at a 36.9% CAGR as enterprises roll out generative AI services across verticals and embed smaller models at the network edge. Cerebras Systems and Qualcomm jointly demonstrated 10X price-performance gains versus incumbent solutions, confirming that fresh architectures can disrupt historical cost curves.

Edge inference accelerators place energy efficiency above FLOPS, spurring chip vendors to adopt low-voltage SRAM, near-memory compute, and analog processing for kernels such as attention or convolution. This dichotomy creates two parallel product roadmaps: ultra-dense, liquid-cooled dies for training, and svelte, milliwatt-class ASICs for inference. Vendors that straddle both categories can cross-sell software toolchains, while specialists may seize niches around latency, security, or price-sensitive endpoints. The resulting competitive tension sustains innovation across the AI chipsets market.

Complete Report Scope:

• By Component
  • Central Processing Unit (CPU)
  • Graphics Processing Unit (GPU)
  • Neural Network Processor (NNP)
  • Other Components
• By Application
  • Consumer Electronics
  • Automotive
  • Healthcare
  • Automation and Robotics
  • Other Applications
• By Geography
  • North America
  • Europe
  • Asia-Pacific
  • Latin America
  • Middle-East

Geography Analysis

Asia-Pacific maintained leadership with 41.10% AI chipsets market share in 2025. China's USD 143 billion AI-self-reliance program, Taiwan's >90% share in advanced AI manufacturing, and South Korea's hegemony in HBM reinforce the region's advantage. Japan's Fugaku supercomputer upgrade further cements local demand for training-class accelerators. As a result, the market size tied to Asia-Pacific will expand steadily despite near-term export-control friction.

North America benefits from a deep R&D ecosystem, hyperscale capex, and government subsidies under the CHIPS and Science Act. NVIDIA's platform dominance and Intel's foundry reshore strategy tighten regional supply-chain control while preserving access to bleeding-edge capacity. These factors keep North America as the second-largest consumption base, especially for training clusters and custom accelerators for cloud providers.

The Middle East and Africa region, although smaller in absolute terms, is projected to post a 34.1% CAGR, making it the fastest-growing territory in the AI chipsets market. The UAE's Stargate campus anchored by NVIDIA GPUs and Saudi Arabia's Vision 2030 USD 40 billion AI fund draw direct investment from Western tech firms. Customizations for desert-climate thermals and Arabic-language LLMs broaden the application spectrum, underscoring how local conditions can trigger tailored silicon solutions. Europe remains focused on data sovereignty and energy efficiency, championing GAIA-X cloud standards that influence spec selection toward lower-power AI chipsets. South America is an emerging adopter, leveraging edge AI for agriculture and natural-resource monitoring, yet still trails on advanced-node access.

1. Advanced Micro Devices Inc. (AMD)
2. Xilinx Inc.
3. Graphcore Ltd
4. Huawei Technologies Co. Ltd
5. IBM Corporation
6. Intel Corporation
7. NVIDIA Corporation
8. Micron Technology Inc.
9. Samsung Semiconductor (Samsung Electronics Co. Ltd)

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 INSIGHTS

• 4.1 Market Overview
• 4.2 Industry Attractiveness - Porter's Five Forces Analysis
  • 4.2.1 Threat of New Entrants
  • 4.2.2 Bargaining Power of Buyers
  • 4.2.3 Bargaining Power of Suppliers
  • 4.2.4 Threat of Substitute Products
  • 4.2.5 Intensity of Competitive Rivalry
• 4.3 Industry Value Chain Analysis
• 4.4 Assessment of the Impact of COVID-19 on the AI Chipsets Market

5 MARKET DYNAMICS

• 5.1 Market Drivers
  • 5.1.1 Increase in Demand for Autonomous Driving Technology
  • 5.1.2 Growth in Edge Analytics for IoT Application
• 5.2 Market Restraints
  • 5.2.1 Complexity in Design and AI Interface

6 MARKET SEGMENTATION

• 6.1 By Component
  • 6.1.1 Central Processing Unit (CPU)
  • 6.1.2 Graphics Processing Unit (GPU)
  • 6.1.3 Neural Network Processor (NNP)
  • 6.1.4 Other Components
• 6.2 By Application
  • 6.2.1 Consumer Electronics
  • 6.2.2 Automotive
  • 6.2.3 Healthcare
  • 6.2.4 Automation and Robotics
  • 6.2.5 Other Applications
• 6.3 By Geography
  • 6.3.1 North America
  • 6.3.2 Europe
  • 6.3.3 Asia-Pacific
  • 6.3.4 Latin America
  • 6.3.5 Middle-East

7 COMPETITIVE LANDSCAPE

• 7.1 Company Profiles
  • 7.1.1 Advanced Micro Devices Inc. (AMD)
  • 7.1.2 Xilinx Inc.
  • 7.1.3 Graphcore Ltd
  • 7.1.4 Huawei Technologies Co. Ltd
  • 7.1.5 IBM Corporation
  • 7.1.6 Intel Corporation
  • 7.1.7 NVIDIA Corporation
  • 7.1.8 Micron Technology Inc.
  • 7.1.9 Samsung Semiconductor (Samsung Electronics Co. Ltd)

8 INVESTMENT ANALYSIS

9 FUTURE OF THE MARKET