세계의 AI 추론 칩 시장 예측(-2032년) : 세계의 분석 : 칩 유형별, 배포별, 용도별, 최종사용자별, 지역별 분석

According to Stratistics MRC, the Global AI Inference Chips Market is accounted for $51.0 billion in 2025 and is expected to reach $227.6 billion by 2032 growing at a CAGR of 23.8% during the forecast period. AI Inference Chips are specialized processors designed to efficiently execute trained artificial intelligence models for real-time decision-making and data processing. These chips are optimized for low latency, high throughput, and energy efficiency, making them suitable for edge devices, autonomous systems, smart cameras, and data centers. Their growing adoption supports scalable AI deployment across industries such as healthcare, automotive, retail, and industrial automation.

According to LinkedIn trends, expansion of inference-optimized chips for real-time tasks like autonomous driving and smart surveillance is strengthening adoption across Industry 4.0 sectors.

Market Dynamics:

Driver:

Rapid deployment of edge AI applications

The rapid deployment of edge AI applications is fueling demand for inference chips that deliver low-latency processing closer to data sources. From smart cameras and industrial IoT devices to autonomous vehicles, edge AI requires specialized chips optimized for real-time decision-making. This trend reduces reliance on cloud infrastructure, enhances privacy, and improves responsiveness. As industries embrace edge computing, inference chips are becoming critical enablers of scalable, decentralized AI ecosystems, driving strong market growth worldwide.

Restraint:

High development and validation costs

Developing AI inference chips involves complex architectures, advanced packaging, and rigorous validation processes. High R&D costs, coupled with expensive fabrication and testing requirements, create significant barriers to entry. Ensuring compatibility with diverse AI frameworks and workloads further adds to development expenses. Smaller firms struggle to compete with established semiconductor giants due to these capital-intensive demands. As a result, high costs remain a key restraint, slowing broader adoption despite the growing need for AI acceleration.

Opportunity:

Autonomous systems & smart infrastructure expansion

The expansion of autonomous systems and smart infrastructure presents major opportunities for AI inference chips. Self-driving cars, drones, and robotics rely on real-time inference for navigation, safety, and decision-making. Similarly, smart cities and connected infrastructure demand chips capable of processing massive sensor data streams efficiently. As governments and enterprises invest in automation and digital transformation, inference chips are positioned to capture significant growth, enabling intelligent, adaptive systems across transportation, energy, and urban environments.

Threat:

General-purpose processors improving AI performance

Advances in general-purpose processors, including CPUs and GPUs, pose a threat to specialized inference chips. As mainstream processors integrate AI acceleration features, they reduce the need for dedicated inference hardware in certain applications. This convergence challenges the differentiation of inference chips, particularly in cost-sensitive markets. If general-purpose processors continue to improve AI performance at scale, they may erode demand for niche inference solutions, pressuring specialized vendors to innovate faster to maintain relevance.

Covid-19 Impact:

The COVID-19 pandemic disrupted semiconductor supply chains, delaying production and increasing costs for AI inference chips. However, it also accelerated digital adoption, boosting demand for AI-powered healthcare, remote monitoring, and automation solutions. Inference chips gained traction in medical imaging, diagnostics, and smart devices during the crisis. Post-pandemic recovery reinforced investments in resilient supply chains and localized manufacturing. Ultimately, the pandemic highlighted the importance of inference chips in enabling adaptive, data-driven solutions across critical industries.

The GPUs segment is expected to be the largest during the forecast period

The GPUs segment is expected to account for the largest market share during the forecast period, owing to their versatility and parallel processing capabilities. GPUs accelerate deep learning models, making them indispensable for both training and inference tasks. Their scalability across cloud, edge, and enterprise environments ensures broad adoption. As AI applications expand across industries, GPUs remain the backbone of inference computing, securing the largest market share during the forecast period and reinforcing their role as the primary driver of AI workloads.

The cloud-based segment is expected to have the highest CAGR during the forecast period

Over the forecast period, the cloud-based segment is predicted to witness the highest growth rate, reinforced by the growing adoption of AI-as-a-service platforms. Enterprises increasingly rely on cloud infrastructure to deploy scalable inference workloads without investing in costly on-premises hardware. Cloud providers are integrating specialized inference chips to deliver faster, more efficient AI services. As demand for flexible, cost-effective AI solutions rises, cloud-based inference is expected to lead growth, making it the fastest-expanding segment in the AI inference chips market.

Region with largest share:

During the forecast period, the Asia Pacific region is expected to hold the largest market share, ascribed to its strong semiconductor manufacturing base and rapid AI adoption in China, Japan, South Korea, and Taiwan. The region benefits from robust investments in AI-driven industries such as consumer electronics, automotive, and smart infrastructure. Government-backed initiatives and expanding R&D centers further strengthen Asia Pacific's leadership. With growing demand for edge AI and cloud services, the region is positioned as the dominant hub for inference chips.

Region with highest CAGR:

Over the forecast period, the North America region is anticipated to exhibit the highest CAGR associated with strong demand from AI, cloud computing, and defense sectors. The presence of leading technology companies and semiconductor innovators drives rapid adoption of inference chips. Government funding for AI research and domestic chip manufacturing initiatives further accelerates growth. As enterprises scale AI deployments across healthcare, finance, and autonomous systems, North America is expected to emerge as the fastest-growing region in the AI inference chips market.

Key players in the market

Some of the key players in AI Inference Chips Market include Advanced Micro Devices (AMD), Intel Corporation, NVIDIA Corporation, Taiwan Semiconductor Manufacturing Company, Samsung Electronics, Marvell Technology Group, Broadcom Inc., Qualcomm Incorporated, Apple Inc., IBM Corporation, MediaTek Inc., Arm Holdings, ASE Technology Holding, Amkor Technology, Cadence Design Systems and Synopsys Inc.

Key Developments:

In November 2025, NVIDIA Corporation reported record-breaking sales of its Blackwell GPU systems, with demand "off the charts" for AI inference workloads in data centers, positioning GPUs as the backbone of generative AI deployments.

In October 2025, Intel Corporation expanded its Gaudi AI accelerator line, integrating advanced inference capabilities to compete directly with NVIDIA in cloud and enterprise AI workloads.

In September 2025, AMD (Advanced Micro Devices) introduced new MI325X accelerators optimized for inference efficiency, targeting hyperscale cloud providers and enterprise AI applications.

Chip Types Covered:

• Application-Specific Integrated Circuits
• Graphics Processing Units
• Central Processing Units
• Neural Processing Units
• Field-Programmable Gate Arrays
• Hybrid AI Chips

Deployments Covered:

• Cloud-Based
• Edge Devices
• On-Premise Data Centers
• Embedded Systems
• Mobile Platforms
• Distributed AI Systems

Applications Covered:

• Computer Vision
• Natural Language Processing
• Speech Recognition
• Autonomous Systems
• Recommendation Engines
• Predictive Analytics

End Users Covered:

• Technology Companies
• Automotive OEMs
• Healthcare Providers
• Manufacturing Enterprises
• Retail & E-Commerce
• Government & Defense

Regions Covered:

• North America
  • US
  • Canada
  • Mexico
• Europe
  • Germany
  • UK
  • Italy
  • France
  • Spain
  • Rest of Europe
• Asia Pacific
  • Japan
  • China
  • India
  • Australia
  • New Zealand
  • South Korea
  • Rest of Asia Pacific
• South America
  • Argentina
  • Brazil
  • Chile
  • Rest of South America
• Middle East & Africa
  • Saudi Arabia
  • UAE
  • Qatar
  • South Africa
  • Rest of Middle East & Africa

What our report offers:

• Market share assessments for the regional and country-level segments
• Strategic recommendations for the new entrants
• Covers Market data for the years 2024, 2025, 2026, 2028, and 2032
• Market Trends (Drivers, Constraints, Opportunities, Threats, Challenges, Investment Opportunities, and recommendations)
• Strategic recommendations in key business segments based on the market estimations
• Competitive landscaping mapping the key common trends
• Company profiling with detailed strategies, financials, and recent developments
• Supply chain trends mapping the latest technological advancements

Free Customization Offerings:

All the customers of this report will be entitled to receive one of the following free customization options:

• Company Profiling
  • Comprehensive profiling of additional market players (up to 3)
  • SWOT Analysis of key players (up to 3)
• Regional Segmentation
  • Market estimations, Forecasts and CAGR of any prominent country as per the client's interest (Note: Depends on feasibility check)
• Competitive Benchmarking
  • Benchmarking of key players based on product portfolio, geographical presence, and strategic alliances

Table of Contents

1 Executive Summary

2 Preface

• 2.1 Abstract
• 2.2 Stake Holders
• 2.3 Research Scope
• 2.4 Research Methodology
  • 2.4.1 Data Mining
  • 2.4.2 Data Analysis
  • 2.4.3 Data Validation
  • 2.4.4 Research Approach
• 2.5 Research Sources
  • 2.5.1 Primary Research Sources
  • 2.5.2 Secondary Research Sources
  • 2.5.3 Assumptions

3 Market Trend Analysis

• 3.1 Introduction
• 3.2 Drivers
• 3.3 Restraints
• 3.4 Opportunities
• 3.5 Threats
• 3.6 Application Analysis
• 3.7 End User Analysis
• 3.8 Emerging Markets
• 3.9 Impact of Covid-19

4 Porters Five Force Analysis

• 4.1 Bargaining power of suppliers
• 4.2 Bargaining power of buyers
• 4.3 Threat of substitutes
• 4.4 Threat of new entrants
• 4.5 Competitive rivalry

5 Global AI Inference Chips Market, By Chip Type

• 5.1 Introduction
• 5.2 Application-Specific Integrated Circuits
• 5.3 Graphics Processing Units
• 5.4 Central Processing Units
• 5.5 Neural Processing Units
• 5.6 Field-Programmable Gate Arrays
• 5.7 Hybrid AI Chips

6 Global AI Inference Chips Market, By Deployment

• 6.1 Introduction
• 6.2 Cloud-Based
• 6.3 Edge Devices
• 6.4 On-Premise Data Centers
• 6.5 Embedded Systems
• 6.6 Mobile Platforms
• 6.7 Distributed AI Systems

7 Global AI Inference Chips Market, By Application

• 7.1 Introduction
• 7.2 Computer Vision
• 7.3 Natural Language Processing
• 7.4 Speech Recognition
• 7.5 Autonomous Systems
• 7.6 Recommendation Engines
• 7.7 Predictive Analytics

8 Global AI Inference Chips Market, By End User

• 8.1 Introduction
• 8.2 Technology Companies
• 8.3 Automotive OEMs
• 8.4 Healthcare Providers
• 8.5 Manufacturing Enterprises
• 8.6 Retail & E-Commerce
• 8.7 Government & Defense

9 Global AI Inference Chips Market, By Geography

• 9.1 Introduction
• 9.2 North America
  • 9.2.1 US
  • 9.2.2 Canada
  • 9.2.3 Mexico
• 9.3 Europe
  • 9.3.1 Germany
  • 9.3.2 UK
  • 9.3.3 Italy
  • 9.3.4 France
  • 9.3.5 Spain
  • 9.3.6 Rest of Europe
• 9.4 Asia Pacific
  • 9.4.1 Japan
  • 9.4.2 China
  • 9.4.3 India
  • 9.4.4 Australia
  • 9.4.5 New Zealand
  • 9.4.6 South Korea
  • 9.4.7 Rest of Asia Pacific
• 9.5 South America
  • 9.5.1 Argentina
  • 9.5.2 Brazil
  • 9.5.3 Chile
  • 9.5.4 Rest of South America
• 9.6 Middle East & Africa
  • 9.6.1 Saudi Arabia
  • 9.6.2 UAE
  • 9.6.3 Qatar
  • 9.6.4 South Africa
  • 9.6.5 Rest of Middle East & Africa

10 Key Developments

• 10.1 Agreements, Partnerships, Collaborations and Joint Ventures
• 10.2 Acquisitions & Mergers
• 10.3 New Product Launch
• 10.4 Expansions
• 10.5 Other Key Strategies

11 Company Profiling

• 11.1 NVIDIA Corporation
• 11.2 Intel Corporation
• 11.3 Advanced Micro Devices
• 11.4 Qualcomm Incorporated
• 11.5 Google LLC
• 11.6 Amazon Web Services
• 11.7 Microsoft Corporation
• 11.8 Apple Inc.
• 11.9 Huawei Technologies
• 11.10 MediaTek Inc.
• 11.11 Graphcore Ltd.
• 11.12 Cerebras Systems
• 11.13 Groq Inc.
• 11.14 Mythic AI
• 11.15 Hailo Technologies
• 11.16 Ambarella Inc.