Market and Technology Trends

Computing and AI for Data Centers 2022

By Yole Intelligence

Key Features

  • Data center application trends and impact on processor market
  • Market forecast for processor by unit, revenue, and ASP
  • Technology breakdown: CPU, GPU, AI accelerators and smartNIC/DPU
  • Market breakdown: Hyperscale, enterprise, HPC
  • Technology segmentation and associated trends
  • Technology trends analysis for the main class of processors
  • Arm-based CPU evolution
  • GPU and AI accelerator landscape and technology trends
  • Networking acceleration with smartNIC and DPU, in the context of datacenter disaggregation
  • Market trends and new application analysis
  • Ecosystem description from foundries to OEMs
  • M&A, strategy analysis and competition landscape of key players

What's new

  • Networking acceleration with SmartNIC and DPU
  • Breakdown by market segment for hyperscale, enterprise and HPC
  • Focus on advanced packaging innovation
  • Focus on memory technologies
  • Focus on the Chinese ecosystem

Product objectives

Provide a scenario for computing within the dynamics of the datacenter market, and present an understanding of AI’s impact on the semiconductor industry:

  • Processor - revenue forecast, volume forecast, technology breakdown, market segment breakdown
  • Focus on artificial intelligence acceleration
  • Focus on networking acceleration

Deliver an in-depth understanding of the ecosystem and its players:

  • Who are the competitors? What are the relationships inside this ecosystem?
  • Who are the key suppliers to watch, and what technologies do they provide?
  • Start-up funding and M&A
  • What is happening in China?

Offer key technical insights and analyses into future technology trends and challenges:

  • Key technology choices and technology dynamics
  • Advanced packaging and memory technology innovation
  • Emerging technologies and roadmaps


Available on our Yole Group All-Inclusive Computing Package

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