Chinese companies revealed the news that they are stepping up to seize the chip market, or bring trouble to Nvidia!
At the beginning, the second batch of special versions of processors released by Nvidia was seen as cool, which made it possible for Huawei to grab the market with more AI processors.
But now the situation has changed, and even if Nvidia cuts prices, there are people who want to buy it. The biggest problem is that Nvidia has reduced computing power, but it also gives them more benefits. Moreover, it has a much lower selling price compared to Huawei. First of all, Huawei's own production capacity can no longer meet market demand. A number of industry insiders said that Huawei is currently facing a shortage of chips.
Currently, it is reported that Huawei is working to scale back the production of its Kirin processors and instead put some of its capabilities into the manufacture of AI processors. If this rumor is true, then Huawei will occupy a place in the field of AI chips, and occupy a place in the field of AI with greater production capacity.
In my opinion, reducing the production of mobile devices and increasing the production of AI is the best way to do it at the moment.
When it comes to the mobile industry, nowadays it is"Breakout"It is already more difficult, and if you want to catch up with the trend, it is not difficult to regain the market share of other brands with the power of Huawei. But one thing should be clear, now that it is controlled by others, Huawei is likely to snatch its mobile phone industry back from its homeland. In foreign countries, buying Android, buying Google and other products does not have much room for enterprise mobility.
However, the market for artificial intelligence chips is different, and the reason why the value of Nvidia can continue to rise is entirely because of the rise of artificial intelligence. It is foreseeable that in the future, AI will become a mainstream, and Huawei itself hopes to make achievements in this area, but it is not easy for Huawei to grasp such an opportunity.
In addition, from this point of view, Huawei believes that Huawei has enough strength to solve the supply problem, so Nvidia has a greater opportunity. Nvidia already has good relationships with other companies, and they have enough experience to do a lot of training. Huawei has only two advantages.
The first is that NVIDIA's latest chip is no worse than Nvidia in terms of performance, and the second is that Huawei's AI chip is similar to NVIDIA, so domestic companies urgently need to find alternatives. Second, out of reluctance to the AI industry, whether it is out of support for local companies or out of control of the artificial intelligence industry, they will choose Huawei's chips, claiming that their products will be available and can be replaced.
If Huawei relies on supply, Nvidia does not rely on this, on the contrary, it will add more chip manufacturers, and this situation will become very tricky. It is foreseeable that Nvidia is likely to miss out on many of Huawei's initial opportunities.
Now, however, with the advent of these market news, that may be changing. Although it does not need to completely replace Nvidia's products, Huawei will not give up its original share. Keeping this place is also a good thing for the development of domestic chips. On the other hand, this move also reassures Huawei that it will not have any adverse impact on their future development in the direction of artificial intelligence, and they are certainly more willing to have more in-depth exchanges with Huawei.
What do you think of this news? Do you want them to produce more AI chips? Please comment, like and share on this topic!