IDC: The accelerated server market will reach US$3.1 billion in the first half of 2023, with GPU servers still dominating

News on October 9th, according to IDC Consulting’s official public account, IDC today released the “China Semi-Annual Accelerated Computing Market (First Half of 2023) Tracking”, which shows that in the first half of 2023 The accelerated server market size reached US$3.1 billion in the first half of the year, an increase of 54% year-on-year in the first half of 2022.

IDC also stated that In this year’s accelerated server market, GPU servers still dominate, with a market share of 88%, accounting for US$3 billion (note on this site: currently about 21.93 billion yuan). At the same time, non-GPU accelerated servers such as NPU, ASIC and FPGA accounted for 8% of the market share with a year-on-year growth rate of 17%, reaching US$200 million (currently approximately 1.462 billion yuan).

According to manufacturer sales, Inspur, H3C and Ningchang ranked among the top three in the first half of 2023, accounting for more than 70% of the market share; and from the perspective of server shipments, Inspur , Kunqian and Ningchang rank in the top three, accounting for nearly 60% of the market share

From an industry perspective, the Internet is still the largest procurement industry, accounting for more than half of the entire accelerated server market. In addition, the growth rates of the financial, telecommunications and government industries have all more than doubled

IDC believes that AI is moving from completing specific tasks such as image recognition and speech recognition to the level of human-like intelligence. Achieve independent learning, judgment and creation. Based on the training of massive data and continuous optimization of the model, the large AI model has more accurate execution capabilities and stronger scene transferability, providing comprehensive support for artificial intelligence in such areas as the metaverse, urban governance, medical health, scientific research, etc. Provides better solutions for a wide range of applications in complex scenarios.

Chinese companies particularly recognize the value of generative artificial intelligence in accelerating decision-making, improving efficiency, optimizing user and employee experience and other dimensions, and will continue to increase investment in the next three years.

IDC predicts that China’s accelerated server market will reach US$16.4 billion by 2027 (currently approximately RMB 119.884 billion). Among them, the non-GPU server market size will exceed 12%.

▲ Picture source IDC Consulting Official Public Account

Generative artificial intelligence has significantly promoted the development of China’s artificial intelligence market. The rich application scenarios and the enthusiasm for continuous iteration of technological innovation have significantly increased the attention and demand for artificial intelligence servers in the Chinese market. Due to the influence of factors such as the supply chain and the requirements of relevant departments, the Chinese market Facing the problem of insufficient computing power, this has brought new opportunities for domestic chip development. China's local artificial intelligence chip manufacturers are growing rapidly and have made remarkable achievements, attracting a lot of investment and attention. These companies have certain strengths and competitive advantages in artificial intelligence chip design, algorithm optimization, production and manufacturing. In addition, policy support from relevant departments also plays an important role in promoting.

In the first half of 2023, the market size of China’s acceleration chips exceeded 500,000. From a technical perspective, GPU cards account for 90% of the market share; from a brand perspective, China's local AI chip brands have shipped more than 50,000 units, accounting for about 10% of the entire market.

▲ Picture source IDC consultation official public account

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