슈퍼컴퓨터 시장 : 시장 점유율 분석, 산업 동향 및 통계, 성장 예측(2025-2030년)

The Supercomputers Market size is estimated at USD 11.17 billion in 2025, and is expected to reach USD 19.15 billion by 2030, at a CAGR of 11.38% during the forecast period (2025-2030).

Supercomputers, with their high-performance processing capabilities, are increasingly becoming the backbone for running artificial intelligence (AI) programs. Their architecture is adept at handling the extensive data requirements of AI and machine learning applications.

The Growth In The Usage Of High-performance Computing (HPC) Applications Worldwide Will Drive The Market

Key Highlights

• Supercomputers, known for their immense computational power and speed, play a crucial role in high-performance computing (HPC) systems. Their capabilities make them indispensable in the HPC landscape. With scientific research leaning more towards simulation-based techniques and the rising importance of machine learning (ML), the market demand for supercomputers has seen a notable uptick.
• Additionally, in October 2024, NVIDIA's shares reached an all-time high, fueled by rising optimism regarding the robust demand for its latest supercomputing AI chips, Blackwell. This underscores the promising growth trajectory of supercomputers, bolstering the overall market expansion.
• As organizations grapple with complex data sets and analytics workloads, the demand for supercomputers will rise. Supercomputers are now becoming more accessible and cost-effective for educational research institutions. Furthermore, the growing trend of democratizing computing power, especially through cloud-computing-enabled platform-as-service models, is set to boost the market further.

The High Initial Cost Of Supercomputing Systems Is The Major Hindrance To Market Growth

Key Highlights

• High ownership costs, encompassing the device's price, housing infrastructure, and operational expenses, render supercomputers expensive and challenge market growth. For example, in March 2024, Microsoft and OpenAI collaborated to build an AI-based supercomputer costing approximately USD 100 billion. This shows that such supercomputers cater predominantly to large corporations, making them unfeasible for small and medium-sized enterprises.

The Impact Of Geopolitical Conflicts Among Countries Can Impact The Market Growth

Key Highlights

• The demand for supercomputers in defense departments to increase cyber defense and attack supports the government sector's market growth. Additionally, in April 2024, a cybersecurity official at the US State Department detected unusual activity, revealing that China had developed a quantum supercomputer. This advancement can destroy all Western encryption, thereby nullifying their cyber defenses.

Supercomputers Market Trends

Commercial Industries to be the Largest End Users

• Automotive companies are rapidly utilizing commercial supercomputers in their applications. Global vendors and automobile companies have tailored these applications to cater to the industry's unique needs. Key applications of supercomputers in the automotive sector include crash analysis, structural analysis, and computational fluid dynamics. These have significantly enhanced product quality, reduced costs, and tackled previously insurmountable tasks. Given the industry's fierce competitiveness, the adoption of supercomputers has become essential for vendors in the global automotive sector.
• For instance, in February 2024, Tesla announced a USD 500 million investment to install a Dojo supercomputer at its Riverbend Gigafactory in Buffalo, New York. This supercomputer will train Tesla's Artificial Intelligence (AI) systems, crucial for autonomous driving. Anticipated as a major computing platform, it will train machine learning models and process vast data volumes from Tesla's electric vehicles.
• In the energy sector, supercomputers, especially those with attached accelerators, enhance energy efficiency in High-performance Computing (HPC) workloads. New algorithms are being developed to process extensive datasets, yielding higher-resolution images. This advancement aids in accurately locating hydrocarbons underground, particularly in challenging geological environments like Brazil, the Gulf of Mexico, Angola, and the Eastern Mediterranean. Companies can be more selective in their ventures by assessing exploration acreage and asset opportunities early.

Asia Pacific Expected to Witness Significant Growth

• Asia Pacific is rapidly emerging as a leader in technological advancements, particularly in the development of supercomputing systems, with significant contributions from nations like China and Japan.
• In the Asia-Pacific, rapid economic growth, substantial investments in research and development (R&D), and an increasing demand for advanced computational capabilities have fueled the region's consistent adoption and development of high-performance computing (HPC).
• Researchers in China have crafted a prototype quantum computer that can identify up to 76 photons via random sampling of Gaussian bosons. In a bid for dominance in this avant-garde technology, China's researchers are challenging major US firms such as Google, Amazon, and Microsoft. India is also making notable advancements in the Asia-Pacific arena. The nation has initiated the National Supercomputing Mission, targeting the creation of a supercomputing grid with 73 high-performance computing facilities, backed by a projected investment of USD 730 million by 2023.
• In February 2024, China discreetly unveiled the Tianhe-3 supercomputer, touted as the world's most powerful machine. Developed for the National Supercomputer Center in Guangzhou, the machine's secretive nature has fueled widespread speculation. Dubbed "Xingyi," Tianhe-3 is the latest addition to a series of supercomputers crafted by China's National University of Defense Technology.
• In September 2024, India launched the Param Rudra Supercomputing System, a significant leap in its technological journey. This advanced facility, crafted by the Centre for Development of Advanced Computing (C-DAC), bolsters India's high-performance computing prowess, especially in weather and climate computing.
• In October 2024, the Singapore government unveiled its commitment of SGD 270 million (USD 201.7 million) towards the enhancement of its national supercomputing infrastructure. This investment aims to bolster the capabilities of the National Supercomputing Centre (NSCC) in Singapore, ensuring robust support for local research initiatives. The announcement was made by the country's Deputy Prime Minister, who also chairs the National Research Foundation (NRF), during the official launch of the ASPIRE 2A and 2A+ systems. These advanced research supercomputers are under the management of NSCC. These developments are set to bolster the growth of the supercomputer market in the region during the forecast period.

Supercomputers Industry Overview

The market comprises several global and regional players vying for attention in a contested space. However, it is dominated by major vendors that cover a significant market share and compete to gain a foothold and become pioneers in different regional markets.

Vendors adopt competitive strategies to gain a foothold in the market with innovation and the capability to invest in R&D, which is on the higher side. Thus, this strategy intensifies the competition in the market.

Access to distribution channels, existing business relationships, better supply chain knowledge, and the development of high-performance computing solutions give established tech giants a market advantage over new competitors. Overall, the intensity of competitive rivalry among the vendors is expected to be high and remain the same during the forecasted period.

Some of the major market players are Atos SE, Intel Corporation, Hewlett Packard Enterprise Company, Dell EMC (Dell Technologies Inc.), and Fujitsu Limited.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

• 4.1 Market Overview
• 4.2 Industry Value Chain Analysis
• 4.3 Industry Attractiveness - Porter's Five Forces Analysis
  • 4.3.1 Bargaining Power of Suppliers
  • 4.3.2 Bargaining Power of Buyers
  • 4.3.3 Threat of New Entrants
  • 4.3.4 Threat of Substitute Products
  • 4.3.5 Intensity of Competitive Rivalry
• 4.4 Assessment Of The Impact Of Macroeconomic Factors On The Market

5 MARKET DYNAMICS

• 5.1 Market Drivers
  • 5.1.1 Increasing Demand for Higher Processing Power
  • 5.1.2 Increasing Investments in Research
• 5.2 Market Restraints
  • 5.2.1 High Initial Setup Cost
  • 5.2.2 Large Installation Space

6 MARKET SEGMENTATION

• 6.1 By End User
  • 6.1.1 Commercial Industries
  • 6.1.2 Government Entities
  • 6.1.3 Research Institutions
• 6.2 By Geography
  • 6.2.1 North America
  • 6.2.2 Europe
  • 6.2.3 Asia
  • 6.2.4 Australia and New Zealand
  • 6.2.5 Latin America
  • 6.2.6 Middle East and Africa

7 COMPETITIVE LANDSCAPE

• 7.1 Company Profiles
  • 7.1.1 Atos SE
  • 7.1.2 Intel Corporation
  • 7.1.3 Hewlett Packard Enterprise
  • 7.1.4 Dell EMC (Dell Technologies Inc.)
  • 7.1.5 Fujitsu Ltd
  • 7.1.6 IBM Corporation
  • 7.1.7 Lenovo Group Limited
  • 7.1.8 NEC Corporation

8 INVESTMENT ANALYSIS

9 MARKET OPPORTUNITIES AND FUTURE TRENDS