Group 1: GPU Industry Overview - GPU, or Graphics Processing Unit, plays a crucial role in modern computing systems, functioning as the final execution unit for program operations and is widely used in intelligent computing centers, workstations, and smart terminals [2] - GPUs can be logically divided into control units and computation units, where control units manage task execution and resource allocation, while computation units perform various types of calculations [2] Group 2: GPU Market Overview - The GPU market has expanded significantly beyond graphics rendering to include high-performance computing, artificial intelligence, autonomous driving, and cloud gaming, driven by the explosion of large models [3] - NVIDIA's data center business has grown from 39% of its revenue in 2021 to 88% in 2024, indicating a shift in focus from gaming to data center applications [3] - The global GPU market is projected to reach $77.39 billion in 2024 and $472.45 billion by 2030, with a compound annual growth rate (CAGR) of 35.19% from 2024 to 2030 [3] Group 3: GPU Market in China - China's GPU market is expected to reach approximately 107.3 billion yuan in 2024, reflecting a year-on-year growth of 32.96% [6] - Despite a large consumer base, China's GPU market heavily relies on imports, with the Asia-Pacific region accounting for 31% of the global GPU market [6] - The domestic GPU industry faces challenges such as lower market concentration compared to developed countries and restrictions on manufacturing processes due to international trade policies [6] Group 4: GPU Applications - GPUs are widely utilized in both computing and rendering scenarios, with general computing power growing at a rate of 26% in China, while intelligent computing power has surged by 72% [7] - In rendering applications, GPUs are primarily used in gaming and professional graphics markets [7]
GPU项目商业计划-市场供需格局及产能产量可行性评估预测 （项目可行性报告）
Sou Hu Cai Jing·2025-09-04 09:30