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[Agency: AI ASIC shipments are expected to exceed GPUs in 2028] "Science and Technology Innovation Board Daily" reported on the 28th that Omdia predicts that AI ASIC shipments will reach 10.5 million units in 2028, while GPU shipments will be 10.1 million units. Looking at revenue, the situation is different: GPU revenue is expected to lead until 2032, but the gap between the two will gradually narrow from 2029. The basic logic behind this is simple: GPU prices are very high and still rising, a factor that is currently more than enough to offset faster AI ASIC shipment growth.
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