Market Monitor
Processor Market Monitor
By Yole Intelligence —
AI acceleration demand powers GPU revenues to new heights
YINTM24395
AI shines, propelling high-end processors
Generative AI training in data center applications is the hottest compute application, but more broadly, compute is the backbone of the digital economy, with every digital device controlled by some sort of processor.
The wave of smartphones and PCs that were purchased with the COVID-19 pandemic are starting to come due for a refresh, just in time for generative AI functionalities to arrive in the high-end versions of these systems. We are at the dawn of the AI era, and processing power remains at the tip of the spear for this growing technology.
Processors at the forefront of semiconductor technology
The processor market landscape continues to evolve as new architectures threaten incumbents in the major applications. Can x86 keep its hold on general purpose PC and server computing? While finer lithography nodes and new transistor architectures make ever-more powerful processors possible, their cost of production has designers deploying new integration strategies, like chiplets, to gain an advantage. The Processor Market Monitor keeps tabs on these trends and follows their impact in the huge processor market.
Apple, Hisilicon, Intel, MediaTek, Nvidia, NXP, Qualcomm, Renesas, Samsung, Texas Instruments, UniSOC, AMD, IBM, Microchip, Achronix, Lattice Semiconductor, TSMC, GlobalFoundries, SMIC, UMC and more.
Key Features
- Quarterly data update
- Market forecast through 2028, in $US, units
- ASP analysis, per market segment
- Die size trend, per market segment
- Key process-technology mix
- Supplier market share (Samsung, Apple, Qualcomm, Hisilicon, Mediatek, UniSoC, AMD, Intel, Nvidia) in terms of units and $US
What’s new?
Q1-2024 update of market data. AI acceleration hardware is booming for data center applications
Product objectives
- Provide clients with key processor market metrics
- Examine the technological trends within the processor market and discuss their impact on the market
- Provide insight to the evolution of ASP for processors across different markets and applications
- Provide representations of designer and foundry market shares for key processor segments
- Investigate the financial performance of the leading players in the processor market
- Market Overview
- Near-term and long-term trends
- Comparison against prior quarter forecast
- 2021-2028 Market Dynamics
- Revenue
- Shipments
- Pricing
- Quarterly revenue – near & long term
- Market Shares
- APU quarterly market shares
- CPU quarterly market shares
- GPU quarterly market shares
- FPGA quarterly market shares
- Pricing
- Pricing, near & long term
- Pricing by segment
- Pricing per unit area
- Pricing per transistor
- Pricing per CPU core
- Technology Status
- APU designer die sizes
- APUs with embedded AI accelerators
- APUs by memory interface
- Average die size by segment
- Die Size and ASP relationships
- Monolithic and Multi-chip trends in CPU & GPU
- CPU core count
- Integrated transistor
- Processor Production
- CAPEX
- Foundry roadmaps
- Quarterly wafer output
- Annual wafer output
- Wafers by logic node
- Units by logic node
- Foundry revenue
- Foundry revenue per wafer