2025图形化GPU产业调研报告

Group 1: Core Insights - The report highlights the transformation of GPUs from mere graphics rendering tools to essential engines driving future technologies, particularly in gaming and AI [1][4][8] - The global GPU market is projected to grow from $37.9 billion in 2023 to $206.9 billion in five years, with an annual growth rate of 32.7% [5][24] - The gaming industry is expected to reach a market size of $187.7 billion in 2024, with China leading at $47.76 billion [3][15] Group 2: Industry Applications - GPUs are critical in various sectors, including gaming, AR/VR, automotive displays, and AI, with each requiring increasingly powerful graphics processing capabilities [3][4][21] - The automotive GPU market is projected to grow from $14.47 billion in 2024 to $28.62 billion by 2036, driven by the demand for smart displays and advanced driver-assistance systems [5][21] - The AR/VR market is expected to grow at an annual rate of over 31%, reaching $214.8 billion by 2031, highlighting the need for high-performance GPUs [4][17] Group 3: Domestic GPU Development - Chinese GPU companies face challenges such as technology barriers and reliance on external manufacturing, but are supported by strong government policies promoting domestic alternatives [6][7] - The report emphasizes the importance of establishing a self-sufficient graphics technology ecosystem in China, with ongoing efforts to create national standards and frameworks [7][8] Group 4: Future Trends - The integration of AI and graphics processing is anticipated to reshape the GPU industry, with emerging technologies like photonic chips and storage-computing architectures potentially disrupting traditional models [8][29] - By 2030, the demand for GPUs in China's smart automotive sector is expected to increase by 400%, indicating significant growth opportunities [8]