GPU 互连市场
GPU 互连市场：2026年市场规模约为894.3亿美元，2031年市场规模约为1848亿美元；预测期复合年增长率为15.62%；当前最大市场为北美；增长最快的市场为亚太地区。
市场研究正文
规模、增长、细分、驱动因素与关键问题
当前质量分 100.00，审核状态 accepted。结构化字段已按 RoboInd 内容层级组织。
核心结论
GPU 互连市场：2026年市场规模约为894.3亿美元，2031年市场规模约为1848亿美元；预测期复合年增长率为15.62%；当前最大市场为北美；增长最快的市场为亚太地区。
市场走势
结构化指标
| 指标 | 年份 | 数值 | 性质 |
|---|---|---|---|
| 复合年增长率 | 2031 | 15.62% | 机构预测 |
| 市场规模 | 2026 | USD 89.43 billion | 机构预测 |
| 市场规模 | 2031 | USD 184.8 billion | 机构预测 |
细分市场份额
市场结构
| 维度 | 细分项 | 年份 | 份额 |
|---|---|---|---|
| component | switches | 2025 | 39.870% |
| connectivity_domain | scale-up connectivity | 2025 | 49.320% |
| end_user | hyperscalers and Tier-1 cloud service providers | 2025 | 68.840% |
| geography | North America | 2025 | 56.620% |
| interconnect_fabric | proprietary accelerator-scale-up interconnect | 2025 | 43.590% |
关键结论
- component 维度中，switches 在 2025 年的公开份额为 39.87%。
- connectivity_domain 维度中，scale-up connectivity 在 2025 年的公开份额为 49.32%。
- end_user 维度中，hyperscalers and Tier-1 cloud service providers 在 2025 年的公开份额为 68.84%。
- geography 维度中，North America 在 2025 年的公开份额为 56.62%。
- interconnect_fabric 维度中，proprietary accelerator-scale-up interconnect 在 2025 年的公开份额为 43.59%。
主要参与者
- NVIDIA Corporation
- Broadcom Inc.
- Marvell Technology, Inc.
- Advanced Micro Devices, Inc.
- Astera Labs, Inc.
增长驱动因素
| 因素 | 影响 CAGR | 地区相关性 | 影响周期 |
|---|---|---|---|
| Rising Generative AI Cluster Bandwidth Demand | +4.500% | Global, concentrated in North America and Asia-Pacific | Short term (≤ 2 years) |
| Shift From Compute Bottlenecks to Interconnect Bottlenecks | +3.200% | Global | Medium term (2-4 years) |
| Expansion of Rack-Scale GPU Systems in Hyperscale Data Centers | +2.800% | North America and Asia-Pacific core, with spillover to Europe | Medium term (2-4 years) |
| Growth of Open Interconnect Standards to Reduce Vendor Lock-In | +2.100% | Global, with early gains in North America and Europe | Medium term (2-4 years) |
| Transition to Co-Packaged Optics and Silicon Photonics | +1.600% | Global, with early adoption in North America and Taiwan | Long term (≥ 4 years) |
| Demand for CPU-GPU Co-Design in Enterprise AI Infrastructure | +0.800% | North America and Europe | Medium term (2-4 years) |
市场制约因素
| 因素 | 影响 CAGR | 地区相关性 | 影响周期 |
|---|---|---|---|
| Limited Availability of Advanced Packaging and High-Speed SerDes Capacity | -2.100% | Global, concentrated around advanced manufacturing hubs in Taiwan | Medium term (2-4 years) |
| High Total Cost of Ownership for Scale-Up GPU Fabrics | -1.400% | Global, acute in mid-market and sovereign AI deployments | Medium term (2-4 years) |
| Proprietary Ecosystem Lock-In Slowing Multi-Vendor Adoption | -0.900% | Global | Long term (≥ 4 years) |
| Persistent Thermal and Power-Delivery Constraints at Rack Scale | -0.700% | Global, acute in brownfield and colocation deployments | Medium term (2-4 years) |
报告关注的关键问题
What is the current size of the GPU interconnect market?
The GPU interconnect market reached USD 89.43 Billion in 2026 and is forecast to reach USD 184.8 Billion by 2031 at a 15.62% CAGR.
Which interconnect fabric leads current revenue?
Proprietary accelerator scale-up interconnect led with 43.59% share in 2025, supported by early rack-scale deployment around NVLink-based architectures.
Which connectivity domain is expanding the fastest?
Scale-up connectivity held the largest share in 2025, but inter-pod and campus AI connectivity is expected to grow the fastest through 2031 as clusters spread across larger campuses.
Why are optical interconnects gaining traction in GPU clusters?
Optical interconnects are projected to grow at a 16.58% CAGR because denser AI systems need better power efficiency, signal integrity, and higher-bandwidth switching.
Who buys the most GPU interconnect hardware today?
Hyperscalers and Tier-1 cloud service providers led demand with 68.84% share in 2025, driven by very large AI training and inference infrastructure programs.
Which region shows the strongest growth outlook?
North America led with 56.62% share in 2025, while Asia-Pacific is projected to post the fastest growth at a 16.44% CAGR through 2031.
市场概览
- 增长最快市场：亚太地区
- 最大市场：北美
- 市场集中度：中等
查看来源：Mordor Intelligence