Accumulated shipment of 1 million pieces! Domestic AI chips have reached new heights, and China's technological rise is unstoppable!
Recently, there is a big news that the domestic AI chip industry is finally about to rise! There is no other reason, just from a single data point can be seen - from the first half of 2022 to 2023, the shipment volume of AI chips in China directly reached 500000 pieces! This does not include the self consumption of complete machine manufacturers like Huawei. If that part is truly included, it is estimated to directly exceed 1 million
Recently, there is a big news that the domestic AI chip industry is finally about to rise! There is no other reason, just from a single data point can be seen - from the first half of 2022 to 2023, the shipment volume of AI chips in China directly reached 500000 pieces! This does not include the self consumption of complete machine manufacturers like Huawei. If that part is truly included, it is estimated to directly exceed 1 million.
The reasons for this wave of industrial rise are as follows:
Firstly, national policies are supportive.In recent years, the country's emphasis on core chips has significantly increased, with AI chips being the top priority. The country has not only increased financial support, but also taken various measures to ensure the development of chip enterprises. With such a warm hand, domestic chip companies can develop with peace of mind.
Secondly, the enterprise actively deploys.A few years ago, companies like Huawei, Alibaba, and Baidu had already started independent research and development of AI chips. After years of accumulation, these chips have begun to take shape and have achieved certain applications in their respective businesses, further accumulating experience. It can be said that the cultivation of the enterprise has finally blossomed and borne fruit.
Thirdly, the market space is vast.As mentioned earlier, there are already 500000 domestic chips shipped, but this only accounts for 10% of the national AI server market. In other words, there is still 90% of the market space to be explored, which is huge. According to professional analysis, the size of China's AI server market will reach 16.4 billion US dollars by 2027, continuing to grow rapidly.
While the industry is thriving, we also see a strong growth momentum for Huawei's Ascension series of chips, specifically for key enterprises. Public data shows that Huawei has a 10% share in the domestic AI chip market, second only to NVIDIA, which accounts for 85%. This is already a huge progress.
With its strong advantages in the field of communication networks and continuous investment in research and development, Huawei has a full opportunity to catch up with competitors in the AI chip field and become a leader in domestic chips. The Huawei Shengteng series of chips have demonstrated strong computing power in speech recognition, graphics processing, and other fields, and have been applied in smart cities, intelligent security, intelligent healthcare, and other fields, with promising prospects.
With more and more domestic AI chip enterprises joining the war, awesome's policy support and massive market demand, China's AI chip industry will usher in a blowout of high-speed development. By then, we will not only be able to break the technological monopoly of foreign chips, but also be able to achieve independent and controllable control in more application fields, charting the path of the rise of domestic chips.
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