Korean Media: Chinese AI Semiconductors Control Half of the Domestic Market!
On November 21, the South Korean media "Choise Economy" published an article stating that since the United States strengthened export controls, NVIDIA's market share in China has significantly declined, while Chinese domestic artificial intelligence (AI) semiconductors have rapidly risen, and are expected to account for more than half of the domestic Chinese market this year.
According to market research company IDC, the share of local semiconductors in China in 2024 is 30%, and it is expected to exceed 50% by 2025, indicating that the influence of domestic semiconductors in the Chinese market is expanding rapidly.
Chinese AI chip design companies such as Huawei and Cambricon are achieving rapid results. AI semiconductors are becoming a new growth driver for Chinese enterprises, and enhancing manufacturing capabilities and software ecosystems have become key tasks to ensure future global competitiveness.
According to market research company TrendForce, the dependence on foreign semiconductors for Chinese AI servers this year is 42%, a significant drop from 63% in 2024. On the other hand, the share of domestic semiconductors is expected to rise to 40%, an increase of about 30 percentage points compared to three years ago.
Currently, Chinese domestic AI semiconductor companies are expanding into various fields, from general-purpose graphics processing units (GPUs) to specialized chips. Huawei's Ascend 910 chip is used for training large AI models, while Cambricon's Suyuan 590 chip has performance approximately 80% of NVIDIA's A100. Moortek also released several new GPU products.
Experts said, "The usage ratio of Chinese domestic semiconductors is now comparable to foreign products, and the current market shares are close to 50-50. In addition to the pressure from U.S. policies, the rapid progress of Chinese semiconductor technology is also a key factor in the increase in market share."
However, the Chinese semiconductor industry still urgently needs breakthroughs in advanced technologies. Zhang Xiaorong, director of the Beijing Advanced Technology Research Institute, emphasized: "Breakthroughs are needed in advanced processes, high-bandwidth memory (HBM), packaging and interconnection, system and software integration."
Industry insiders said that there is not much difference in the design level of Chinese products, but the biggest limitation is wafer manufacturing capacity. The software ecosystem is still behind NVIDIA's CUDA, but through continuous investment, it can approach international standards.
Original: www.toutiao.com/article/1849388523530442/
Statement: This article represents the views of the author.