中央处理器GPU：性能跃迁与行业应用的深度剖析 头豹词条报告系列

Investment Rating - The report does not explicitly state an investment rating for the GPU industry Core Insights - The GPU industry is focused on the research and production of graphics processing chips, with NVIDIA and AMD leading the market. The industry faces high technical barriers and requires continuous innovation to succeed. Policy support is significant, with governments promoting AI research and domestic GPU development. Market demand is robust, driven by the growth of microcomputers and an explosion in AI computing power, leading to continuous market expansion for GPUs [1][2][7][10]. Industry Definition - The GPU industry specializes in the development and production of dedicated graphics processing units (GPUs), which are essential for accelerating image creation and ensuring precise output across various platforms, including personal computers, workstations, gaming consoles, and portable devices. NVIDIA and AMD dominate the market, with their products widely used in entertainment, professional, and parallel computing fields [2]. Industry Classification - The GPU industry can be classified into two main categories based on product usage: - Discrete GPUs: Designed for graphics-intensive applications, featuring dedicated memory for efficient execution of graphics tasks. Notable products include NVIDIA's GeForce RTX series and AMD's Radeon series [3][5]. - Integrated GPUs: Known for cost-effectiveness and low power consumption, these are used in entry-level computing devices and portable applications. Examples include NVIDIA's GeForce 6100 series and AMD-Ati's X1250 series [4][6]. Industry Characteristics - The GPU industry is characterized by high technical barriers, significant policy support, and diverse market demand. Continuous innovation is crucial, with rapid technology updates and a need for deep expertise across multiple technical fields. The industry's R&D costs have surged, reflecting the high resource requirements for technological advancement [7][8][9]. Market Demand and Growth - The demand for GPUs is driven by the increasing production of microcomputers, with domestic output reaching 400 million units in 2022. The AI sector, particularly large model training, is a significant growth driver, necessitating vast amounts of GPU chips for inference training. The GPU market is expected to continue expanding due to these diverse application needs [10][20][21]. Industry Scale - The GPU industry market size grew from 95.26 billion RMB in 2018 to 432.93 billion RMB in 2023, with a compound annual growth rate (CAGR) of 35.36%. Projections indicate that the market will expand from 645.11 billion RMB in 2024 to 3,155.67 billion RMB by 2028, with a CAGR of 48.72% [33][35]. Competitive Landscape - The competitive landscape of the GPU industry is currently dominated by NVIDIA, which holds over 90% of the global market share. However, Huawei is emerging as a strong competitor in the Chinese market, with its Ascend series GPUs gaining traction. The international sanctions have reshaped the competitive dynamics, providing opportunities for domestic companies to capture market share previously held by NVIDIA and AMD [29][41][42][45].