# AI Chip Market Share Analysis Report 2025

## I. Market Overview

In 2025, the global AI chip market size reached 48 billion US dollars, a year-over-year increase of 65%. With the rapid development of large models and generative AI, demand for AI accelerators continues to be strong. Data centers remain the largest application scenario, accounting for approximately 65%.

## II. Vendor Market Share (2025 Q1)

Vendor | Market Share | Key Products
--- | --- | ---
NVIDIA | 72.5% | H100, H200, Blackwell series
AMD | 8.2% | MI300X series
Intel | 6.8% | Gaudi2, Gaudi3
Google | 5.1% | TPU v5, TPU v6
Others | 7.4% | Vendor self-developed chips

## III. Product Type Distribution

- GPU Accelerators: 78.3% - Main for training and inference
- ASIC Chips: 15.6% - Such as Google TPU, AWS Inferentia
- FPGA: 4.2% - Low latency scenarios
- Others: 1.9%

## IV. Regional Markets

Region | Share
--- | ---
North America | 48.5%
China | 31.2%
Europe | 12.8%
Other Regions | 7.5%

## V. Development Trends

1. Self-developed chips accelerating: Large technology companies like Microsoft, Meta, AWS are increasing their in-house development efforts
2. Edge AI growth: Rapid growth in demand for on-device AI chips such as in mobile phones and automobiles
3. Energy efficiency optimization: Green computing becoming an important consideration
4. Computing-in-memory: New architectures gradually commercializing

## VI. Future Outlook

The market size is expected to exceed 80 billion US dollars in 2026, with annual growth rate remaining above 50%. The competitive landscape may see changes, with Chinese vendors expected to gain market share with the support of indigenous innovation policies.