Domestic Chips | NVIDIA's Mainland AI GPU Market Share Declines, Huawei Takes 20% Market Share to Become the Big Winner

SighingCashier · 2026-04-02T07:30:49+00:00

Driven by China's promotion of domestic chips, mainland semiconductor companies hold a 41% market share in the AI GPU market, while NVIDIA drops to 55%. Mainland companies received government subsidies and delivered 1.65 million GPUs throughout the year. Huawei became the biggest winner, with nearly 20% market share.

SighingCashier

2026-04-02 07:30:49

Abstract generation in progress

Benefiting from China’s push to adopt domestically made chips, last year China-based semiconductor companies successfully captured 41% share in the China AI GPU market. At the same time, U.S. chip giant Nvidia’s market share fell to 55%, the biggest contraction after U.S. export controls.

According to a consolidated report, China-based semiconductor companies saw their market share rise last year thanks to strong government subsidies, delivering 1.65 million AI GPUs, with total shipments reaching 4 million units.

Before U.S. chip sanctions, Nvidia dominated in China with a market share of about 95%; after the sanctions, its share was severely eroded, and in 2025 its shipments were about 2.2 million units.

Among China’s semiconductor companies, Huawei became the biggest winner, with shipments of 812,000 units and a market share of nearly 20%; Alibaba (09988)-backed Pingtouge (Pingtouge) ranked third with 256,000 units.

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