2025年中国多模态大模型行业硬件现状 AI芯片和AI服务器的需求在多模态大模型影响下加速增长【组图】

Core Insights - The AI chip market in China is projected to reach 168.8 billion yuan in 2024, reflecting a year-on-year growth of 40% due to increasing demand and technological advancements [5] - The AI server market is expected to grow significantly, with a projected market size of 11.5 billion USD in 2024 and 13.4 billion USD by 2027, indicating a compound annual growth rate of 22% from 2022 to 2027 [10] AI Chip Overview - AI chips are defined broadly as chips designed for artificial intelligence applications, with various designs and methods emerging to meet diverse demands [5] - The classification of AI chips can be based on technical architecture, functionality, and application scenarios [5] - Major companies in the AI chip sector include Huawei HiSilicon, Cambricon, Horizon Robotics, and others, focusing on applications in smart devices and security [7][8] AI Server Overview - AI servers are designed to support AI applications, consisting of components like DRAM, GPU, and acceleration chips, and can be categorized into deep learning training and intelligent application inference types [3] - The demand for AI servers is increasing due to rapid advancements in digital infrastructure and the rise of multimodal large models, which require enhanced computational capabilities [9] - Innovations in AI server technology are driven by the need for high-performance processors, large memory, and efficient cooling systems [9] Competitive Landscape - The AI chip market is concentrated among a few key players, with significant achievements in chip design and partnerships across various industries [7][8] - Companies like Huawei, Cambricon, and Horizon Robotics are actively collaborating with automotive and technology firms to expand their market presence [8]