Chinese chipmakers claim nearly half of local market as Nvidia's lead shrinks
Huawei led domestic vendors as Beijing’s AI infrastructure push and U.S. export curbs helped Chinese chipmakers fill more of the market, IDC said.
- An IDC report showed Chinese AI chipmakers captured nearly 41% of China's accelerator market last year, significantly eroding Nvidia's once-dominant position in the critical overseas market.
- Beijing's 2025 infrastructure push included central government directives to "buy Chinese," while successive U.S. export control waves limited access to advanced foreign alternatives, driving domestic adoption.
- Huawei Technologies led domestic shipments with around 812,000 units, while Alibaba's T-Head unit shipped approximately 265,000 cards, establishing the top two domestic vendors.
- AMD maintained a 4% market share with roughly 160,000 cards, while smaller domestic vendors Hygon, MetaX, and Iluvatar CoreX collectively captured significant portions of remaining shipments.
- Total shipments reached approximately 4 million units in 2025, with Baidu's Kunlunxin and Cambricon each contributing around 116,000 cards to China's expanding AI infrastructure.
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Chinese chipmakers claim nearly half of of local market as Nvidia's lead shrinks, IDC says
The gains come as Beijing grows increasingly cautious about dependence on foreign chips, pushing government agencies and companies to adopt domestic alternatives
Chinese chipmakers claim nearly half of local market as Nvidia's lead shrinks
Chinese GPU and AI chip makers captured nearly 41% of China's AI accelerator server market last year, eroding Nvidia's once-dominant position in one of its most important overseas markets, according to data from an IDC report reviewed
Chinese chipmakers claim nearly half of local market as Nvidia’s lead shrinks
(Corrects to clarify attribution) By Che Pan and Laurie Chen BEIJING, April 1 (Rtrs) - Chinese GPU and AI chip makers captured nearly 41% of China's AI accelerator server market last year, eroding Nvidia's once-dominant position in one of its most i...
The Chinese giant now holds 20% of the semiconductor market in the country, according to 2025 figures published by the research firm IDC.
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