NvidiaAs globalGraphics processorThe originator of the market is currently mainly concentrated inArtificial intelligenceField. The company's high-end AIChipsSelling well all over the world, its market share has reached a staggering 90% according to sources. This is mainly due to NVIDIA's competitive advantages in the field of artificial intelligence, including its high-performance AI such as A100 and H100Chips。theseChipsNot only does it have excellent computing power, but it also provides users with more efficiencyArtificial intelligenceComputing experience. Especially for Chinese customers, theseChipsThe massive computing power accelerates its scaleArtificial intelligenceThe process of model training and optimization is of great significance for industries that need to deal with big data and complex tasks, such as finance, healthcare, and intelligent manufacturing.
In addition,NvidiaofArtificial intelligenceThe business has been a great success in the Chinese market, with a steady stream of orders and record revenue one after another. According toNvidiaAccording to the financial report for the third fiscal quarter, its revenue reached 181$2 billion, with a profit of 104$200 million. In contrast, the same period of TaiwanSemiconductor Manufacturing Co., LtdThe profit was only $7.2 billion. NvidiaThe market capitalization is as high as 1$5.4 billion, which is comparable to two stationsSemiconductor Manufacturing Co., Ltd。And in terms of market share,NvidiaWith its powerful products and excellent performance, it has a monopoly of 90% of AI in the worldChipsThe market share is far ahead of its competitors, and it is really a big profit.
According toNvidiaThey plan to sell about 1.5 million to 2 million AIGPU in 2024, which is equivalent to three times the sales volume in 2023. This data shows further:NvidiaInArtificial intelligenceChipsStrong strength in the market and growing demand for its products.
However, despite thatNvidiaIt performs well in the market, but faces some challenges and dilemmas. It is reported that US Secretary of Commerce Raimondo has repeatedly resigned five orders and will not allow itNvidiaProvide advanced AI to Chinese mainlandChips。This restriction leads to:NvidiaThey can only give low-end products to the Chinese market, and in this market, they are facing pressure from competitors.
Currently, competitorsInteland AMD are committed to developing competitive AIChips, trying to challengeNvidiaLeading position in the field. withArtificial intelligenceWith the rapid development of technology, more and more competitors have emerged in the market. In addition, local Chinese manufacturers are also strengthening their AI effortsChipsR&D, and strive to improve their own technical level to achieve AIChipsof self-sufficiency. Predictably, with the Chinese AIChipsThe full rise of the board,NvidiaThe position in the Chinese market is likely to be more impacted. This is tooNvidiaReasons for concern about the outlook for the market. Therefore,NvidiaHe has been trying to lobby the top of the United States to emphasize the importance of the Chinese market, hoping that they will not impose restrictions on the Chinese market, because losing this market will be badNvidiaCausing significant losses.
However,NvidiaThe rhetoric did not impress the top level of the United States, who, out of selfish considerations, restricted the development of competitors under the banner of "**". However, when the Chinese AIChipsIt is unclear whether the United States will be able to reap the benefits of the Chinese market when technology is in full swing. Therefore,NvidiaThere are huge challenges and new development strategies must be found to respond to the changing market situation.
AlthoughNvidiaInArtificial intelligenceChipsIt occupies an absolute dominant position in the market, but due to the restrictions imposed by the United States on ChinaNvidiaThey had to supply low- and mid-range products to the Chinese market, which put them under pressure from competitors. withArtificial intelligenceWith the rapid development of technology, more and more competitors have emerged in the market, and local Chinese manufacturers are also strengthening their AI effortsChipsR&D and increase AIChipsinvestment in the industry. At the same time, there is a growing demand for AI in the Chinese marketChipsThe demand is also expanding.
ForNvidiaThey need to continue to innovate, strengthen technology research and development, and improve product performance and competitiveness. At the same time, they should also strengthen cooperation with China, actively explore new market opportunities, and find new growth points. And for China, strengthening local AIChipsindustrial development, improve its own technical level and innovation capabilities, and realize AIChipsself-sufficiency is the key to achieving sustainable development in this sector.
In summary,NvidiaAlthough it has an absolute advantage in market share, it still faces many challenges and dilemmas. Only by constantly innovating, opening up new markets and strengthening cooperation can we maintain a leading position in the fierce competitive environment.