Huawei carves up 80 of the market, and the US chip giants are struggling to enter, even India?
Lao Mei's abacus played very well, and he wanted to use chips to restrict Huawei's compliance, but now it seems that this is impossible. And now, they want to restrict chip companies such as Nvidia and AMD from producing advanced AI chips, thereby restricting the development of the mainland's semiconductor industry. Nvidia was particularly upset.
Take the artificial intelligence chip market as an example, according to 2023 data, more than 80% of high-end artificial intelligence chips are provided by NVIDIA, and Chinese companies are also among the leaders. Unfortunately, the chip rules in the United States have been changing, and the high-end A100, H100, and even the later A800 series have been restricted. This has caused Nvidia to lose more market share.
According to Huawei insiders, by 2023, Huawei has received a large number of orders for Ascend 910B chips, and it is expected that by 2023, the order will reach 5,000 units. Not only that, at present, many domestic manufacturers plan to continue to increase orders for Huawei's chips. Of course, these numbers aside, this is a clear violation of the rule that Nvidia has a whopping 80% share of high-end chips, and Nvidia's market share has already been carved up by Huawei.
Nvidia didn't stop there. Instead, it found a way out. First of all, Nvidia has signed contracts of 500 million yuan with local Indian companies and other companies, with a total value of 1 billion yuan. Although this small order cannot be compared with the large order in the mainland market, it is good news for Nvidia, because Nvidia urgently needs to find new markets to fill the gap in the mainland market.
In addition, Nvidia has come up with another way, which is to have in-depth exchanges with the United States to restore its supply capacity. However, it still can't provide high-end AI chips, and in addition to the three H20 and L20 and L2 chips, it intends to use these three chips to bypass the US ban and continue to remain profitable in the Chinese market. However, neither of the above solutions is a big deal for Nvidia.
The reason is simple, no one knows what will happen when working with a company in India. The three special versions of the chip are almost blank in the Chinese market. In this way, Huawei's chips will compete with Nvidia for market share along with other domestic AI chips. This will further accelerate the process of domestic chip substitution, and in the future global chip market, large-scale competition with the US chip giant.
On the surface, there is a problem with NVIDIA's computing power, but foreign ** believes that this is because of the problem with the computing power of the United States.
Think about it, NVIDIA's ban is actually the United States calculating us, they don't want us to get advanced artificial intelligence chips, and they don't want us to lose the initiative in the future development of artificial intelligence. Of course, they also want to use this way to prevent us from developing more advanced chips. As American experts in the semiconductor industry say, the United States does not need to develop its own to meet the needs of the mainland.
That's why they're going to do computing – to put pressure on us to develop advanced chips.
But now it seems that they have moved away from such calculations, localization continues, and the process of alternative options is accelerating. In the long run, U.S. companies will suffer even more losses, not to mention the vicious circle of domestic semiconductor research and development. After all, the restrictions they talk about don't work at all.
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