nvidia as a globally renownedChipsmanufacturer, which is inAI chipsThe position of the field is very important. However, while the Chinese market has great potential on a global scale, butnvidia's dependence on the Chinese market is not as deep as the outside world thinks. Actually, innvidiIn the composition of a's revenue, only about a quarter of the revenue comes from the Chinese market. In contrast, likeQualcommand other companies are more dependent on the Chinese market. This means that Chinese companies are collectively "boycotting".nvidia, independent research and development of "domesticChipsThe move was not rightnvidiThe impact of a is too threatening.
Although the Chinese market has great potential, it is not fornvidia, from the contiguous United States and othersInternational marketThe demand for orders far exceeds that of China. With the popularization and application of AI technology, the global market has become increasingly importantAI chipsThe demand is growing, and Europe, Japan and other places are also actively deploying AI technology. Whilenvidia's own production capacity is no longer enough to meet the demand for these orders, and it is unable to take too much care of a Chinese market that has not yet fully matured. Therefore, even if Chinese companies collectively abandonnvidia, it is also difficult to shake it in the worldAI chipsMarket dominance.
In China, companies collectively "boycotted".nvidiA process, some domesticChipsThe company put forward a self-developed plan. However, these programmes face a number of risks and challenges. First of all, the world's mainstream AI technology ecosystem is built on:nvidiOn top of A's CUDA architecture, Chinese companies' over-reliance on autonomous solutions may lead to a disconnect from the global technology ecosystem. Secondly, in terms of performance and power consumption, Chinese enterprisesAI chipsThere is still a certain gap in the product, and the versatility is also relatively lacking. In addition, due to some domesticChipsThere is a competitive relationship between enterprises and Internet companies, which leads to the latter's concerns about procurement.
In fact, even after being "castrated".nvidiaChips, Chinese companies still favor buying. It's because of theseChipsIt is compatible with the existing AI software ecosystem and still has advantages in terms of performance and application. In addition,nvidiA further "castrated" H20 was also introducedChipsAlthough the performance is less than a quarter of the original, it is still sought after by Chinese dealers. This shows that Chinese companies are rightnvidiA's dependence has been increasing day by day, and at the same time lettingnvidiA will**ChipsIt is regarded as a cash cow and is coaxed again and again**.
Despite the collective "boycott" of Chinese enterprisesnvidiA's move is huge, but it's actually hard to get rightnvidia globalAI chipsMarket dominance causes substantial harm. nvidiA long time inAI chipsIt has strong strength and advantages in the R&D and application of technology, and has the world's top R&D team and advanced manufacturing technology. In contrast, there is still a certain gap between Chinese companies in technology research and development, product performance and application.
Chinese companies want to break throughnvidiA's hegemony needs to be increasedTechnologyinnovation and more in-depth cooperation with international advanced enterprises. At the same time, we should conduct in-depth research on market demand and improve product performance and cost performance to meet the needs of users. Only by constantly forging ahead and innovating can Chinese enterprises be in the fieldTechnologyoccupy a favorable position in the wave.
With the rapid development of AI technology,ChipsManufacturing technology and market competition are becoming more and more intense. In China, companies collectively "boycotted".nvidiIn the process, I deeply feel that Chinese companies are inAI chipsfield of efforts and challenges. Although domestic enterprises have made some progress in independent research and development and innovation, there is still a gap compared with international giants.
AsAI chipsManufacturer,nvidiaWith its technical strength and market influence, it occupies an important position in the world. fromnvidiA's move to continue to place additional orders on TSMC suggests that its importance to the Chinese market may be exaggerated. Instead of resistingnvidia, Chinese enterprises should pay more attention to their own technological innovation and market layout, and improve the performance and competitiveness of products.
In my opinion, Chinese companies want to break throughnvidiA's hegemony requires more attention to the improvement of technological research and development and innovation capabilities. At the same time, it is necessary to actively expandInternational marketWin-win cooperation with international advanced enterprises. Only by constantly pursuing excellence can we be invincible in the fierce market competition. As a self-editor, I will continue to pay attention to and report on Chinese companiesAI chipsThe progress of the field, I hope to witness the presence of Chinese enterprisesTechnologyOn the road to innovation, towards a more brilliant future. Nvidia