AI chips - Thematic Research
Summary
The $500bn chip industry is going through a phase of dramatic disruption, as the traditional approach to making processors faster and more powerful can no longer deliver the performance improvements it used to. By 2025 the current set of internet giants will be even more powerful as they establish themselves as the gate keepers to the world’s richest data sets (notably in medicine, transport, and the industrial internet of things (IIoT)), armed with the most powerful proprietary AI systems which they will have largely designed and built themselves.
Instead of the single-minded, ‘double everything’ approach, chip designs are becoming more sophisticated and complex. We are entering a new era of microprocessor design which will lead to new chip architectures, new classes of chips, new business models, new alliances, new materials, and radical decisions about who does what in terms of design and manufacture.
This transition away from traditional approaches will lead to turmoil in the $500bn chip sector, bringing pain to incumbents, but offering opportunities for newcomers. Over the next five years we will see real progress in developing computers that operate a lot more like the human brain than they do now. Rather than simply doubling the power of microprocessors, manufacturers will have to find ways to make them smarter, so the emphasis in chip design has shifted from a race to place more transistors onto a square millimeter of silicon, to a focus on building microprocessors as systems made up of multiple components, each of which is designed to perform a specialized task.
Furthermore, rather than depending on a collection of binary transistors, neuromorphic computers allow for a rich combination of different states, and complex linkages between neurons, mimicking the way the human brain stores and processes information.
The latest report, “AI chips - Thematic Research” says the end of the convention, which has governed industry thinking around the performance capabilities of silicon chips since the 1970s, will drive a change of direction for the entire sector. It identifies the winners in each of the chip categories that will benefit from a boom in the use of Artificial Intelligence (AI).
Scope
Reasons to buy
Summary
The $500bn chip industry is going through a phase of dramatic disruption, as the traditional approach to making processors faster and more powerful can no longer deliver the performance improvements it used to. By 2025 the current set of internet giants will be even more powerful as they establish themselves as the gate keepers to the world’s richest data sets (notably in medicine, transport, and the industrial internet of things (IIoT)), armed with the most powerful proprietary AI systems which they will have largely designed and built themselves.
Instead of the single-minded, ‘double everything’ approach, chip designs are becoming more sophisticated and complex. We are entering a new era of microprocessor design which will lead to new chip architectures, new classes of chips, new business models, new alliances, new materials, and radical decisions about who does what in terms of design and manufacture.
This transition away from traditional approaches will lead to turmoil in the $500bn chip sector, bringing pain to incumbents, but offering opportunities for newcomers. Over the next five years we will see real progress in developing computers that operate a lot more like the human brain than they do now. Rather than simply doubling the power of microprocessors, manufacturers will have to find ways to make them smarter, so the emphasis in chip design has shifted from a race to place more transistors onto a square millimeter of silicon, to a focus on building microprocessors as systems made up of multiple components, each of which is designed to perform a specialized task.
Furthermore, rather than depending on a collection of binary transistors, neuromorphic computers allow for a rich combination of different states, and complex linkages between neurons, mimicking the way the human brain stores and processes information.
The latest report, “AI chips - Thematic Research” says the end of the convention, which has governed industry thinking around the performance capabilities of silicon chips since the 1970s, will drive a change of direction for the entire sector. It identifies the winners in each of the chip categories that will benefit from a boom in the use of Artificial Intelligence (AI).
Scope
- The report provides an overview of the global AI chips market.
- It identifies the key trends impacting growth of the sector.
- The report provides a comprehensive industry analysis, outlining the key growth areas and upcoming opportunities.
- It identifies the best-positioned players in the AI chips industry, across all segments of the value chain.
- The report also includes a timeline charting the development of AI chips.
Reasons to buy
- This report analyzes the changes that are already underway in the global semiconductor industry, and identifies the companies that are likely to dominate this rapidly-evolving market.
- We take a five-year view, and anticipate much turmoil breaking out in the $500bn chip sector within two to three years.
Table of Contents
PlayersTechnology Briefing
Trends
Industry Analysis
Value Chain
Companies Section
Semiconductor Sector Scorecard
Glossary
Appendix: Our Thematic Research Methodology
Companies Mentioned (Partial List)
A selection of companies mentioned in this report includes, but is not limited to:
- Alibaba
- Alphabet
- Amazon
- Apple
- Baidu
- IBM
- Intel
- Nvidia
- Xilinx
- Cambricon
- Graphcore
- Nantero
- Wave Computing
