NVIDIA's market share in China has dropped from 95% to 55% over three years, with domestic AI chips capturing 40% of the market.

BlockBeatNews · 2026-04-02T09:23:33+00:00

According to the IDC report, the shipment volume of AI acceleration cards in China is expected to reach 4 million units by 2025, with domestic manufacturers delivering 1.65 million units, accounting for 41%. Nvidia's market share decreases to 55%, with domestic manufacturer Huawei delivering 812,000 units, ranking first. With policy support, the domestic market is gradually developing.

BlockBeatNews

2026-04-02 09:23:33

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According to 1M AI News monitoring, the latest IDC report shows that in 2025 the total shipments of AI accelerator cards in China are approximately 4 million units. Domestic manufacturers delivered a total of 1.65 million units, accounting for 41%. NVIDIA remains in first place with about 2.2 million units, but its share has fallen from roughly 95% before the sanctions to 55%, a drop of 40 percentage points over three years. AMD shipped about 160,000 units, for a 4% share.

Within the domestic camp, Huawei ranks first with about 812,000 units, about 20% of the entire market, contributing nearly half of domestic shipments. The remaining vendors:

Pingtouge (a chip design company under Alibaba) with about 265,000 units, second among domestic brands
Baidu Kunlun Xin and AI chip company Cambricon each with about 116,000 units, tied for third among domestic brands
Hygon, GPU startup Moore Threads, and TianShu Zhixin account for 5%, 4%, and 3% of domestic shipments, respectively

In 2025, the central government launched a new round of investment in AI infrastructure. Provinces are accelerating the construction of intelligent computing centers, and in many places governments and state-owned enterprise data centers are required to prioritize purchasing domestic chips. Huang Renxun previously said publicly that NVIDIA’s share in China’s high-end training chip market had “dropped from 95% to zero,” and that the current overall share of 55% is mainly supported by inference chips and the mid- to low-end market. Export controls have cut off NVIDIA’s supply channels for its most advanced products, but they have also opened market space for domestic vendors that did not exist before.

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