The market for portable devices (mobile devices that we can carry including notebooks) continues to soar in spite of economic difficulties and general uncertainty. Although personal devices are not necessarily replacing the PC, they are outselling the PC. All of these devices have a graphics processor (GPU) integrated in the device’s system on a chip (SoC) application processor. Read more on our product page.
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AI processorsAMDChinaGPU embargoMetaXMoore ThreadsNvidia
Moore Threads files IPO, raises $1.1 billion
Will that be enough to put them in league with AMD or Nvidia?
AMDdGPUGPUIntelNvidiaPress Releaseshipment data
Q1’25 PC GPU shipments decreased by -12.0% from last quarter; quarter following seasonality but still down from historical average
Data center GPUs showed impressive growth of 9.6%.
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Photonic AI Processors Report
(Buyer will receive $500 coupon, good for 90 days, toward any other JPR AIP report)
Jon Peddie Research’s Photonic AI Processors report is a supply-side report; it covers the seven companies building photonic compute processors.
The Photonic AI Processors report defines photonic AI processors and how they are used. It
outlines the two distinct product categories that exist: photonic compute processors, where
light performs the arithmetic, and photonic interconnects, where light moves data between
conventional chips and replaces copper wires.
The report also contains information about the companies in this segment and their
technology and products.
While the companies covered in the main body of this report focus on classical photonic AI acceleration (matrix multiplication, inference, HPC), a distinct set of players is building photonic quantum computers that use single photons as qubits and linear optical elements to implement quantum gates and entanglement.
AI Processor Summary – an introductory report on AI processors
Jon Peddie Research’s AI Processor Summary provides a condensed, easy-to-digest introductory summary of AI processors—their origin as GPUs, how and why they evolved, and the subsequent explosion of the AI ... Read more
Annual AI Processors Market Development and AI Processors Quarterly Update report series package
Jon Peddie Research’s Annual AI Processors Market Development and AI Processors Quarterly Update report series update subscription package contains a dual AIP market package that includes:
- The annual supply-side report that establishes the AI processor market size by shipments, value, segment type, installed base, and investment from the current quarter back to Q1’25 for a historical perspective.
- The report provides a database of all suppliers of AI processor chips.
- The four quarterly AI Processor Quarterly Update report series, a supply-side report series update establishing the AI processors market size, value, and segment type from the current quarter back to Q1'04 for a historical perspective. The information JPR reports is a leading indicator of how the AI market will behave. JPR reports the shipment of semiconductors from the manufacturers to ODMs and OEMs.