The latest forecast from Gartner predicts that global revenue from AI semiconductors will reach $71 billion this year, marking a 33% increase from 2023.
Looking ahead, the AI chip industry revenue is expected to surpass $91.5 billion by the end of 2025, with continued double-digit growth anticipated through at least 2028.
Gartner’s report reveals that by the end of 2026, all enterprise PC purchases will be AI PCs, equipped with neural processing units for on-computer AI operations. These AI PCs offer enhanced performance, efficiency, and new opportunities for integrating AI into daily tasks.
It is projected that AI PC shipments will represent 22% of total PC shipments by 2024.
This year, a significant portion of AI chips revenue is forecasted to come from AI-enabled personal computers, accounting for nearly half of the total revenue. By the end of the year, AI chips revenue from computer electronics is expected to reach $33.4 billion, making up 47% of the total AI semiconductors revenue.
Alan Priestley, a vice president analyst at Gartner, highlights the growing demand for high-performance AI chips in data centers driven by generative AI (genAI). The value of AI accelerators used in servers is projected to reach $21 billion in 2024 and increase to $33 billion by 2028.
In addition, AI chips revenue from automotive electronics is anticipated to hit $7.1 billion this year, with consumer electronics contributing $1.8 billion.
2024-06-02 22:00:02
Source from www.computerworld.com