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DIGITIMES Research anticipates that high-end server AI accelerator shipments will more than double on year in 2024 as demand for AI continues picking up.
Abstract
With the continuous strong demand for AI servers and the significant expansion of CoWoS capacity, shipments of high-end server AI accelerators are expected to grow by more than 200% in 2024, reaching 7.67 million units.
Nvidia will lead in shipments, with an estimated market share of 46.7%, followed by Google with a 33.1% share. Notably, producing high-end server AI accelerators heavily relies on TSMC's 4/5nm advanced process technology and CoWoS-S advanced packaging technology, making other IC makers like Intel and Samsung have limited manufacturing and packaging business opportunities in high-end server AI accelerators, according to a DIGITIMES Research estimate.
From the demand side, global large server datacenter operators will continue to deploy related services in 2024, increasing the procurement of high-end AI servers. On the supply side, the production capacities of 2.5D and 3D packaging processes and high bandwidth memory (HBM) will continue to expand in 2024.
Table of contents
Table 1: Server AI accelerator specifications by market sector
Table 2: Key factors affecting server AI accelerator shipments in 2024: Demand/Supply
Chart 1: High-end AI server and server accelerator shipments, 2023-2024 (k units)
Chart 2: Global 2.5D packaging capacity demand by major firm, 2023-2024 (k 12-inch wafer units)
Table 3: High-end server AI accelerator models by major companies, 2024
Chart 3: High-end server AI accelerator shipment share by architecture type, 2023-2024
Chart 4: High-end server AI accelerator shipment share by supplier, 2024
Chart 5: High-end server AI accelerator shipment share by manufacturing node, 2024
Chart 6: High-end server AI accelerator shipment share by adopted packaging technology, 2024
Table 4: Status of high-end server AI accelerator industry, 2024
Price: NT$16,250 (approx. US$500)