GPU chips are expanding against the trend, and NVIDIA will become the big winner of the global chip market in 2023.
According to data released by market research agency Gartner, by 2023, many chip industries around the world will decline, and the only growth is GPU AI chips, the market size of GPU chips will double, and the leader Nvidia will undoubtedly become the biggest winner.
Since the second half of 2022, the global chip industry has entered a stage of oversupply, resulting in a continuous decline in global chips**, of which memory chips** have been cut in half, Micron will lose 4.2 billion yuan in the first half of 2023, and South Korean memory chip companies and SK hynix** will lose nearly 20 billion yuan in 2023.
In addition to Micron's huge losses, Intel recorded the largest loss in history in the first quarter of 2023 of 2.7 billion yuan, and Western Digital was forced to give Japanese armor due to losses, highlighting the serious impact of this round of IC on the US IC industry.
In 2023, due to the rise of ChatGPT, many companies around the world will join the GPU AI chip race, resulting in a skyrocketing price of GPU AI chips, and the supply exceeds demand.
Nvidia was the first to lay out AI chips, as early as more than 10 years ago began to build its own CUDA ecosystem, many AI software around the world is based on NVIDIA's CUDA platform, AI fever makes many companies give priority to the purchase of NVIDIA's GPU AI chips, which also makes Nvidia ahead of TSMC, Samsung and Intel and other steps to become the new king of the global chip industry. Nvidia has become the new king of the global chip industry.
The AI tablet boom has not only allowed NVIDIA to successfully shake off the decline of the global tablet industry, but has also had a significant impact on the global technology industry. Over the past 20 years, global capital markets have over-favored the Internet industry, inflating its valuation, while tablet PCs, as a manufacturing industry, have received far less attention than the Internet.
NVIDIA's hot GPU AI chip has been favored by the capital market, and NVIDIA's market value exceeded 1 some time ago7 trillion yuan, more than the Internet giants Google, Amazon, etc., this is more than 20 years of the capital market so favored by a chip company, think that the global chip kings Intel, Samsung and TSMC have not been able to get as much attention as NVIDIA. Big attention.
Nvidia's H100 chip sells for more than 260,000 yuan, and selling an H100 chip is equivalent to Tesla selling a Model Y, although the cost of the chip is much lower than that of Model Y. As a result, the industry calls the H100 chip a money printing machine. The cost of this chip is much lower than that of the Model Y. Therefore, the industry calls the H100 chip a printer.
It is worth noting that Nvidia is quite controversial in the Chinese market, before Nvidia customized A800 chips and H800 for the Chinese market failed to sell well in the Chinese market, Nvidia castrated eighty percent of the performance to launch H20 chips, etc., and H20 and other chips The performance is not as good as China's AI chips, and there are rumors in the industry that domestic companies have abandoned Nvidia's H20 chips. But there are also rumors that domestic companies are still buying H20.
The industry has also questioned that Internet companies are in a bubble to obtain such a high valuation, after all, their ability to make money is much lower than that of manufacturing industries such as Apple.