Currently, the United States of ChinaChipsRestrictions are getting tighter, especially in the GPU space. This has led to doubts about whether domestic GPUs can replace international giantsnvidiawithamddoubts. In fact, GPUChipsIt can be divided into ordinary GPUsChipsand AIAccelerometer cardBoth. There are a number of challenges in both areas.
1. Challenges of ordinary GPU chips:
Foreign companies such as:IntelamdwithnvidiaAt present, it occupies more than 98% of the global rendering GPU market share, while the domestic stock is less than 2%. Although domestic GPU performance has no longer lagged behind international giants, such asInnosiliconof high-performance 4K graphics cards"Fenghua No. 1"and MooreThreadsCreated by a discrete graphics cardtts80, but the market share is still low. In addition,Jing Jiaweiand other domestic companies have also launched some rendering graphics cards, but due to the shortcomings of the ecology, the market share is not high. If you want to replace the international giants, the competition in the game field is still a battle.
2. AI Accelerator Card Challenge:
in AIAccelerometer cardField,nvidiaIt occupies more than 97% of the market shareamdIt accounts for 2%, and the share of other manufacturers may be less than 1%. nvidiaIt is in a dominant position in this field, and its products such as A100, H100, etc. are completely unmatched. At present, domestic companies have also launched some AIAccelerometer card, such as:Huaweiof Ascend AIChipsand Ascend 910b. theseChipsIn some features it can be used withnvidiaA100 benchmark, but there is still a gap compared to H100. In addition,nvidiaHas a powerful cudaEcosystem, on which much AI training and inference is basedEcosystemCarry out. Domestic GPUs are not compatible with CUDAEcosystem, so to achieve substitution, the whole must be rebuiltEcosystem, including the models and interfaces that exist on CUDA, etc., which is quite a cumbersome process.
Despite the many challenges it faces, domestic GPUsChipsThere are still opportunities for progress in different areas.
1. The development of ordinary GPU chips:
Domestic enterprises in ordinary GPUsChipsThe development prospects of the field are relatively optimistic. In recent years, domestic companies have gradually increased their investment in GPU research and development, and continue to launch products with stronger performance. For example,InnosiliconLaunched high-performance 4K graphics GPUChipsFenghua No. 1"withMTTS80 for Moore ThreadsAll have achieved good results. Over time, domestic GPUsChipsThe ecosystem will gradually improve, and the market share is expected to increase.
2. The development of AI acceleration cards:
Domestic companies are in AIAccelerometer cardThere have also been breakthroughs in the field. Huaweiof the Ascend series of AIChipsIn some features it can be used withnvidiaA100 benchmarking, which provides some hope for domestic enterprises to compete in the field of AI. But to benchmarknvidiaThe H100 still faces challenges, and one of the main reasons is the lack of connection with CUDAEcosystemMatching ecological advantages. However, it is believed that with the continuous exploration and development of domestic enterprises in AI technology and application fields, domestic GPUsChipsIt is expected to achieve greater leaps in the future.
Although domestic GPUChipsIn terms of high-end market and ecology, it is not yet availablenvidiawithamdThe ability to compete, but with the advancement of technology and the increase in investment, domestic GPUsChipsThe alternative outlook remains favourable.
1. Substitution in the high-end market:
Currently, domestic GPUsChipsIn the high-end market, it is impossible to compete directly with international giants. However, domestic GPUsChipsThe performance of the improvement is fast, once the technology reaches a sufficient level of maturity, it is expected to gradually replace the position of international giants. This will make:nvidiaamdand other brands have lost the permanent Chinese market. AlthoughEcosystemSubstitution is still a major difficulty, but the emphasis of domestic enterprises on technological innovation and ecological construction has made the hope of substitution more realistic.
2. Ecosystem substitution:
Domestic enterprises are substitutingEcosystemaspects of facing certain difficulties, especially the need to work with CUDAEcosystemcorrespondingly. However, technological innovation and industrial development will promote domestic GPUsChipsEcosystemconstruction. Over time, domestic businesses are expected to overcome these difficulties and establish their ownEcosystemto start a competition with international giants.
In general, domestic GPUsChipsIn the high-end market andEcosystemThere is still some way to go. But with continuous technological progress and increased investment, domestic GPUsChipsIt is expected to gradually replace international giants in the future and achieve independent control. The efforts and innovation of domestic enterprises will promote domestic GPUsChipsdevelopment, forChinese chipsThe rise of the industry contributes. Let's wait and see and look forward to domestic GPUsChipsCreate a more brilliant new chapter in the future development.