South Korean media: By 2030, China's self-sufficiency rate in AI GPUs could reach 76%!
On April 27, South Korea's *Herald Economic* published an article stating that as China accelerates its independent research and development in the semiconductor sector, projections suggest China's self-sufficiency rate in artificial intelligence graphics processing units (GPUs) could reach 76% by 2030.
In a recent report, U.S. investment bank Morgan Stanley forecasted that China's self-sufficiency rate for AI GPUs would be 33% in 2024, potentially more than doubling by 2030.
With the United States tightening export controls on advanced AI products, including GPUs, China is intensifying efforts to achieve technological self-reliance. In addition to established giants like Huawei and Alibaba, startups such as Cambricon and Moore Threads are also developing alternatives to NVIDIA's products.
The report forecasts that China's AI chip market size will grow from $6 billion in 2024 to $51 billion by 2030, representing a compound annual growth rate of as high as 42%.
Moreover, based on 12-inch wafers, although China’s monthly production capacity for products using processes below 12nm was only 8,000 wafers last year, it is expected to increase to 20,000 wafers by 2027, and further rise to 42,000 wafers by 2028—enabling domestic fulfillment of needs in critical sectors. By 2030, this figure is projected to reach 50,000 wafers.
The report also predicts that China’s capital expenditure in the cloud computing industry will reach $130 billion by 2030, with approximately 51% allocated to infrastructure related to AI GPUs.
The report further notes that China is increasing its use of products from domestic company SMIC (Semiconductor Manufacturing International Corporation).
Original source: toutiao.com/article/1863586906809356/
Disclaimer: The views expressed in this article are those of the author(s) and do not necessarily reflect the official stance of the publisher.