This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group.
The CPU and GPU markets have experienced a decline in consumer demand, while the progress of AI innovation and chiplet integration continues to advance.
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Consumer electronics demand faces challenges due to macro-economic pressures, while chip suppliers anticipate a recovery in the second half of the year.
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The field of generative AI applications is currently experiencing increased interest, leading to a robust demand for ML acceleration systems.
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This trend is particularly advantageous for HPC and acceleration, specifically in the data center GPU segment.
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Nvidia, in particular, is benefiting from this trend and has projected its FQ2-24 revenues to reach their highest level ever.
According to Yole Intelligence, part of Yole group, in the Processor Market Monitor, the dynamics of the processor market are constantly changing due to the emergence of new architectures that challenge established players in key areas of application. While advancements in lithography enable the creation of increasingly powerful processors, their production costs have led designers to adopt innovative integration approaches such as chiplets, aiming to gain a competitive edge. The Processor Market Monitor closely observes these developments and assesses their influence on the vast processor market…. For more information about this analysis, please contact us!
