CrabmansFriend
Regular
I have just stumbled over another market report (similar the often refernced Gartner report) I would like to share.
Artificial Intelligence (AI) in Hardware Market Size to Reach USD 473.53 Bn By 2033
www.globenewswire.com
Generally I always take the numbers with a grain of salt and I am more interested how these analysts come to their conclusions and what aspects they mention I might not have considered yet or put the same amount of focus on.
Among the usual suspects in hardware categories like GPU, FPGA, ASICs and so on they also mention neuromorphic.
But on of the most interesting parts I'd like to highlight are the following:
But the part I personally find the most interesting is this one (even if this could be relate more to the actual chip companies):
Artificial Intelligence (AI) in Hardware Market Size to Reach USD 473.53 Bn By 2033
Artificial Intelligence (AI) in Hardware Market Size to Reach USD 473.53 Bn By 2033
The global artificial intelligence (AI) in hardware market size was estimated at USD 53.71 billion in 2023 and is anticipated to reach around USD 473.53...
Generally I always take the numbers with a grain of salt and I am more interested how these analysts come to their conclusions and what aspects they mention I might not have considered yet or put the same amount of focus on.
Among the usual suspects in hardware categories like GPU, FPGA, ASICs and so on they also mention neuromorphic.
But on of the most interesting parts I'd like to highlight are the following:
Devices Insights
The autonomous robots segment is expected to grow faster in the artificial intelligence in hardware market during the forecast period due to several factors, such as rising deployment in various industries, advancements in AI and Machine Learning, and demand for logistics and warehousing automation. Artificial intelligence (AI) and machine learning advancements have given robots the ability to learn, adapt, and make decisions in real time. Industries are shifting to autonomous robots to automate challenging and hazardous activities, lowering operational costs and increasing productivity. Moreover, Logistics and warehousing are experiencing an increase in demand for these robots as they optimize operations in response to the growing e-commerce sector.
Driver: Real-time deep learning and AI hardware accelerators
In the artificial intelligence in hardware market, the demand for real-time deep learning workloads has fueled an enormous shift toward Edge AI, demanding specialized AI hardware accelerators.
But the part I personally find the most interesting is this one (even if this could be relate more to the actual chip companies):
Opportunity: Integration in semiconductor companies
The rise of artificial intelligence in hardware market offers a transformative opportunity for semiconductor companies,
indicating a fundamental shift in value generation within the technology sector.
Previously, these companies obtained a small portion of the value generated by technological stacks.
However, the growth of AI forecasts that these companies are expected now to command 40 to 50 percent of the entire value.
Moreover, across its nine-layer technology stack, AI depends mostly on hardware for functions such as logic and memory. Semiconductor companies are critical in addressing AI concerns. To capitalize on this advantage, companies are expected to focus on personalized solutions for specific sectors, emphasizing customization and providing specialized memory and accelerators for increased efficiency. Strategic targeting, personalization, and end-to-end solutions are crucial to success in the AI era, allowing semiconductor companies to dominate the hardware environment.