Recently,NvidiaThe company has launched an AI tailored specifically for the Chinese marketChipsh20。However, despite thatNvidiaThey had hoped to win orders through this move, but they were unable to do so. Chinese enterprises rightNvidiaof new products show a wait-and-see attitude and question whether their high ** is worth the money. This reaction letNvidia's abacus fell short. There is no doubt that the Chinese market is globalSemiconductorsoccupies an important position in the market. Therefore, in order to keep the Chinese market and get more profits,NvidiaHope through the specialChipsto bypassUnited States**against ChinaSemiconductorscomprehensive sanctions in the field. However, Chinese buyers are rightNvidiaChips's cold statement gave them a heavy blow.
1. Customized version of H20 chip
NvidiaH20ChipsIt is a specially tailored version for the Chinese market. AlthoughChipsIt was done as early as three months ago, but due to some problems encountered in the manufacturing process,NvidiaThe official release has been delayed. Nowadays, howeverNvidiaFinally began to accept Chinese dealers on the H20ChipsThis means they can start mass-scaling Chinese customers too. Despite h20ChipsThe performance is only H100Chips20%, but its pricing is not cheap. Therefore, many Chinese buyers are not very good for this kind of price-performance ratioChipsIndicates coldness.
2. Chinese buyers turn to local companies
Due toNvidiaA castrated version for the Chinese marketChipsThe pricing is unreasonable, and many Chinese customers are turning to local businesses, such as:Huaweiand other companiesChips。Previously,NvidiaA custom castrated version of the graphics card "RTX4090D" was launched, but the Chinese company reduced its willingness to buy after testing the sample, because the performance was far from expected. A similar situation occurred with the listing of the H20. In addition,Nvidia**Low-profileChipsOn the contrary, it has provoked Chinese companies to increase their orders for local enterprises. In addition, under the constantly updated sanctions of the United States,NvidiaWhether it can continue to be the best Chinese enterprise has become a problem that has to be considered.
3. Nvidia's dilemma
NvidiaCustomized for the Chinese marketChipsThe main purpose is to bypassUnited States**against ChinaSemiconductorsareas of sanctions. However, Biden's series of policy decrees are aimed at the high-end of U.S. companies against ChinaChipsTarget**. That's rightNvidiaThis is a fatal blow, because the Chinese market accounts for about the worldSemiconductorsone-third of the market. Nvidiaand so on, the United StatesChipsGiants can earn more than $50 billion in annual revenue from the Chinese market. So, after Biden ** came to power,NvidiaIn order to protect the Chinese market and obtain more profits, we are actively exploring ways to circumvent sanctions, such as the previous H800Chips。But Biden ** did not give up and continued to expand the scope of sanctions against China, which forcedNvidiaHad to continue to develop a castrated versionChips
1. Breakthroughs of Chinese enterprises in the field of semiconductors
In recent years, China has been inSemiconductorsA series of breakthroughs and progress have been made in this field. Chinese enterprises in the fields of mobile communications, artificial intelligence and the Internet of ThingsChipsThe design capability has been continuously improved, and remarkable achievements have been made. For example,Huaweiand HiSilicon and other companies in the field of mobile communicationsChipsIn terms of design, a series of high-performance products have been introduced. In addition,SMICIt has also made major breakthroughs in advanced processes, with the introduction of 7nm and 5nm processesChipsprocess, which improves production efficiency and product quality.
2. China's first-class support policy
For supportSemiconductorsFor industrial development, China has introduced a series of support policies, such as talent introduction, financial support and reductionTaxesWait. These policies are:SemiconductorsThe development of the industry has provided strong support. Chinese companies are determined to innovate independently and are expected to be inSemiconductorsGreater breakthroughs have been made in the field.
US sanctions against China will only lead to the result of "injuring 800 enemies and injuring 1,000 themselves." Chinese companies are not afraid of the blockade and suppression by the United States, but have strengthened their determination and confidence in independent innovation. In recent years, China has been inSemiconductorsRemarkable progress has been made in this area, and it has been helped by a series of supportive policies in China. At the same time,NvidiaThe underweight strategy may cost them the opportunity in the Chinese market. There are more domestic ones in ChinaChipsIn alternative scenarios, Chinese companies are unlikely to act as "wronged leaders". So ifNvidiaStill insist on providing "quality reduction without price reduction".Chips, they may reap the consequences. In general, in the face of stubborn and aggressive Chinese companies,United States**The intrigues and calculations are in vain. NvidiaBusinesses in China could fall victim to this silent struggle.