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Artificial Intelligence (AI) Chips - Thematic Research

Best Price Guarantee Length Publisher Published Date SKU
from $1,950 101 Pages GlobalData August, 2022 GBDT17412483
Best Price Guarantee
Price from $1,950
Length 101 Pages
Publisher GlobalData
Published Date August, 2022
SKU GBDT17412483

Artificial Intelligence (AI) Chips - Thematic Research

Summary

Artificial intelligence (AI) has been a dream of humanity for centuries. Yet it has not been until recent progress in machine learning on the back of improved algorithms (e.g., Google’s AlphaGo, OpenAI’s GPT-3, Tesla’s AutoPilot) and increasing computing power that it has been possible for AI to solve real-life problems. However, as these AI models dramatically grow in complexity, chips specifically optimized for AI become imperative. GlobalData forecasts that AI chip revenue will reach $130 billion by 2030. This relatively new category will go from its current 10% to 40% of the global semiconductor market. The country that emerges on top in AI chips, and thus AI, in the coming decade, will lead the Fourth Industrial Revolution. Furthermore, this has implications for leadership in other vital technologies such as autonomous vehicles and smart cities.

Key Highlights

  • Building AI systems requires training and inference workloads with complex and differentiated requirements. To deploy AI capabilities at the consumer's fingertips, it will be necessary to deploy cloud resources at the edge and support high throughput and ultra-low latencies, both of which call for a widespread full (standalone) 5G rollout.
  • The ongoing US-China trade dispute has negative implications for AI chip technology’s global progress, particularly for China. China will play a leading role in AI due to its strength in AI software and IoT technology and its progress in low-end chip manufacturing. However, unless it can secure access to advanced chip manufacturing technology, it will likely struggle in AI in leading cloud data centers and, most likely, autonomous vehicles.
Scope
  • This report provides an overview of the AI chips theme.
  • It identifies the key trends impacting growth of the theme over the next 12 to 24 months, split into three categories: technology trends, macroeconomic trends, and regulatory trends.
  • It contains an overview of the semiconductor industry, including its structure, key participants, interdependencies, and latest innovations, with a particular focus on AI chips.
  • It includes global market forecasts for the semiconductor industry and AI chips and analysis of patents, company filings, hiring, and foreign direct investment trends.
  • It contains details of M&A deals driven by the AI chips theme, and a timeline highlighting milestones in the development of AI chips.
  • The detailed value chain consists of five segments: pre-competitive basic research, design, fabrication, assembly and testing, and end products.
Reasons to Buy
  • This report analyzes the changes that are already underway in the global semiconductor industry, and identifies the companies that are likely to dominate this rapidly-evolving market.


  • Executive Summary
  • Players
    • Table Figure 1: Who are the leading players in AI chips?
  • Technology Briefing
    • Putting AI into context
      • Strong AI
        • Table Figure 2: Symbolic AI is the main type of
      • Weak AI
        • Table Figure 3: Artificial neural networks emulate the brain
        • Table Figure 4: Google's Gato now aims for general AI
    • Understanding the key features of AI chips
    • Understanding AI workload profiles
      • Training phase
        • Table Figure 5: Neural networks have no real understanding of what they are seeing
      • Inference phase
        • Table Understanding AI workload profiles
    • Understanding AI deployment architectures
      • Table Figure 6: Training is best done in the cloud datacenters and inference closer to users on the edge nodes
    • Understanding the AI chip landscape
      • Table Figure 7: CPUs and GPUs are gradually losing out to custom AI ASICs and emerging AI accelerators
  • Trends
    • Technology trends
      • Table Technology trends
    • Macroeconomic trends
      • Table Macroeconomic trends
    • Regulatory trends
      • Table Regulatory trends
  • Semiconductor Industry Briefing
    • Industry overview
      • Table Figure 8: The semiconductor industry value chain
      • Table Figure 9: What are the main types of chip companies, and where do they sit in the industry value chain?
    • Pre-competitive basic research
      • Table Figure 10: Pre-competitive basic research focuses on materials, chemicals, fundamental physics, and architecture
    • Design
      • Table Figure 11: Chip design requires powerful software and intellectual property
      • Table Figure 12: EDA helps design chip circuits
    • Fabrication
      • Table Figure 13: The wafer fabrication process is essentially the printing of a circuit design on a silicon disc
      • Wafer
      • Chemicals
        • Table Figure 14: Chip fabrication requires silicon discs, specialty chemicals, and complex machinery
      • Semiconductor equipment
        • Table Figure 15: Lithography tools are extremely complex
    • Assembly and testing
      • Table Figure 16: Assembly and testing deals with cutting out, packaging, and testing each chip from the printed wafer
    • End products
      • Table Figure 17: The semiconductor product taxonomy
      • Analog
        • Table Figure 18: The semiconductor product taxonomy - analog
        • Table Figure 19: Most electronic products require analog chips to interact with the world
      • Microcomponents
        • Table Figure 20: The semiconductor product taxonomy - microcomponents
        • Table Figure 21: CPUs are the brains of our
      • Digital logic
        • Table Figure 22: The semiconductor product taxonomy - digital logic
        • Table Figure 23: Examples of special purpose logic devices
        • Table Figure 24: FPGAs are programmed to run specific algorithms much faster than a CPU
      • Memory
        • Table Figure 25: The semiconductor product taxonomy - memory
      • Micro-electromechanical systems (MEMS)
        • Table Figure 26: The semiconductor product taxonomy - micro-electromechanical systems (MEMS)
    • The geopolitics of AI chips
      • In 2019 the US started a trade war with China
      • Why does it matter for AI chips?
        • Table Figure 27: China has lofty AI chips ambitions
      • China remains weak in cutting-edge chip manufacturing
        • Table Figure 28: China aims to build its own lithography
      • The Ukraine war has implications for Taiwan
      • China is unlikely to catch up on AI chips for another decade
    • Market size and growth forecasts
      • Table Figure 29: Overall semiconductor industry revenues are expected to reach $614 billion in 2022
      • Table Figure 30: Integrated circuits currently represent over 80% of the overall industry
      • Table Figure 31: Cloud data centers, AI, and automotive are driving semis demand
      • AI chips
        • Table Figure 32: The microcomponent and digital logic market grows 7% annually, but the AI part grows by over 40%
        • Table Figure 33: The AI chips market will reach $130 billion by 2030
        • Table Figure 34: We expect a gradual shift away from GPUs to ASICs and AI accelerators
  • Data Analysis
    • Mergers and acquisitions
      • Table Mergers and acquisitions
    • Capital raisings
      • Table Capital raisings
    • Patent trends
      • Table Figure 35: US and China lead in AI chips patents
      • Table Figure 36: AI chip-related patent applications are accelerating
    • Company filing trends
      • Table Figure 37: AI semiconductor mentions in company filings accelerated in 2019
    • Hiring trends
      • Table Figure 38: AI semiconductor hiring is dominated by a select few developed economies
      • Table Figure 39: AMD, Amazon, Apple, and Intel are the leading recruiters of AI chip designers
    • Foreign direct investment
      • Table Figure 40: Manufacturing operations top semiconductors FDI functions
    • Timeline
      • Table Figure 41: The AI chips story
  • Value Chain
    • Table Figure 42: The semiconductor value chain
    • Pre-competitive basic research
      • Table Figure 43: The semiconductor value chain - Pre-competitive basic research - market leaders and challengers
    • Design
      • Table Figure 44: The semiconductor value chain - Design - market leaders and challengers
    • Fabrication
      • Table Figure 45: The semiconductor value chain - Fabrication - market leaders and challengers
    • Assembly and testing
      • Table Figure 46: The semiconductor value chain - Assembly and testing - market leaders and challengers
    • End products
      • Table Figure 47: The semiconductor value chain - End products: AI chips - market leaders and challengers
      • Analog
        • Table Figure 48: The semiconductor value chain - End products: analog - market leaders and challengers
      • Microcomponents
        • Table Figure 49: The semiconductor value chain - End products: microcomponents - market leaders and challengers
      • Digital logic
        • Table Figure 50: The semiconductor value chain - End products: digital logic - market leaders and challengers
        • Table Figure 51: GPUs are an important category of AI chips
        • Table Figure 52: AI accelerators are an emerging category of AI chips
        • Table Figure 53: Amazon is expanding its portfolio of AI chips
      • Memory
        • Table Figure 54: The semiconductor value chain - End products: memory - market leaders and challengers
      • Micro-electromechanical systems (MEMS)
        • Table Figure 55: The semiconductor value chain - End products: MEMS - market leaders and challengers
  • Companies
    • Public companies
      • Table Public companies
    • Private companies
      • Table Private companies
  • Semiconductor Sector Scorecard
    • Who's who
      • Table Figure 56: Who does what in the semiconductor space?
    • Thematic screen
      • Table Figure 57: Thematic screen
    • Valuation screen
      • Table Figure 58: Valuation screen
    • Risk screen
      • Table Figure 59: Risk screen
  • Appendix
    • Semiconductor end products taxonomy
      • Table Figure 60: The semiconductor value chain
      • Table Figure 61: The semiconductor value chain (continued)
  • Glossary
    • Table Glossary
  • Further Reading
    • GlobalData reports
      • Table GlobalData reports
  • Our thematic research methodology
    • Table Figure 62: Our five-step approach for generating a sector scorecard
  • About GlobalData
  • Contact Us

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