Huawei chips facing marginalization? The rise of Chinese enterprises may become a breakthrough to replace NVIDIA!
At present, many Chinese manufacturing companies are very concerned about how to find new breakthroughs on the basis of NVIDIA. And at this point, many leading companies see Huawei as an alternative.
That's just as well. According to news in the United States, due to the numerous supply constraints faced by Nvidia, Huawei has received more than 5,000 orders for 910 B from China's leading manufacturers in 2023. Huawei's market share will rise in 2024 as China's two major technology companies cut orders from NVIDIA.
In addition, some time ago, it was rumored that Huawei will reduce the production of its Kirin processors in order to start a fierce confrontation with Nvidia in order to cope with the demand for 910 bai processors in more and more domestic mobile phones. If this is true, then Nvidia's stock price will be greatly impacted.
Unfortunately, there are still gaps that have not yet been filled. Compared with Nvidia's processors, the difference between domestic processors and Nvidia is not in the technology of the processor, nor in the computing power, but in CUDA. On the contrary, Huawei still has room to grow in this area, so it is impossible to fundamentally replace Nokia if Huawei's chips are only used as alternative B.
Chinese companies still maintain a strong momentum of development, and this time, Huawei's semiconductor products are likely to be squeezed aside, that is, Haichuang Information.
Hikari has two series, one is the CPU and the other is the DCU, which is NVIDIA's graphics processing unit. In Hikari's last DCU, the storage speed and storage capacity were similar to those of the A100. But in terms of interaction, it's a far cry from the A100, only about 30%. Theoretical analysis shows that the synthesis efficiency is only about 50% of that of A100.
Now, do you feel a little hope? Don't worry, they have made significant improvements in the secondary development, and it is expected to achieve A10080% performance. This is no easy feat, but hopefully it will be on par with the A100 in terms of balance and robustness with the continued refinement of the new generation. But that's not the point, the point is CUDA.
As I said before, Nvidia is powered by CUDA, and since 2006, it has developed a software industry that will appeal to many developers and large companies. This is unmatched by other technological giants. However, the news of Haiku is a special case, and NVIDIA's CUDA ecosystem and development environment are similar to others, and have a fairly high share of major products at home and abroad.
Overall, if other companies adopt Halo's products, it can reduce the cost of "ecological transfer" for enterprises. This is undoubtedly a major breakthrough for NVIDIA. Now it seems that the 910 b processor in the domestic market is the most secure, but there are also manufacturers who want to use a weakened version of Nvidia. Therefore, this breakthrough still has to start from "biological evolution", after all, the ability of the chip itself is only incidental.
People expect that the new generation of graphics processors of Guangchi can reach the level of NVIDIA, which will be the moment when the domestic graphics processors will play the greatest role. What are your thoughts on this? Welcome to leave a message, like, share!