英伟达中国份额三年从95%跌至55%,国产AI芯片已拿下四成市场

BlockBeatNews

据 1M AI News 监测,IDC 最新报告显示,2025 年中国市场 AI 加速卡总出货量约 400 万张。国产厂商合计交付 165 万张,占比 41%。英伟达仍以约 220 万张位居首位,但份额已从制裁前的约 95% 降至 55%,三年丢掉 40 个百分点。AMD 出货约 16 万张,占比 4%。

国产阵营中,华为以约 81.2 万张排名首位,占全市场约 20%,贡献了国产出货量的近一半。其余厂商:

  1. 平头哥(阿里巴巴旗下芯片设计公司)约 26.5 万张,国产第二
  2. 百度昆仑芯与 AI 芯片公司寒武纪各约 11.6 万张,并列国产第三
  3. 海光、GPU 初创公司沐曦和天数智芯分别占国产出货量的 5%、4%、3%

2025 年中央政府启动新一轮 AI 基础设施投入,各省加速建设智算中心,多地要求政府和国企数据中心优先采购国产芯片。黄仁勋此前公开表示英伟达在中国高端训练芯片市场的份额已「从 95% 跌到了零」,当前 55% 的整体份额主要依靠推理芯片和中低端市场支撑。出口管制切断了英伟达最先进产品的供应渠道,但也为国产厂商打开了此前不存在的市场空间。

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