Huawei becomes the biggest winner in domestic chip replacement, with a market share now reaching 20%

MarsBitNews · 2026-04-02T12:49:56+00:00

According to IDC data, by 2025, the total delivery volume of China's AI GPU market will reach 4 million units, with domestic manufacturers accounting for 41% of the market share. Nvidia's market share will decrease to 55%. Huawei and Pingtouge under Alibaba will hold the first and second positions respectively.

MarsBitNews

2026-04-02 12:49:56

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Mars Finance News April 2, according to the latest IDC data, in 2025 the total AI GPU deliveries to the China market reached 4 million units. Among them, domestic semiconductor manufacturers delivered 1.65 million units, capturing 41% of the domestic AI server market. Nvidia, which had long dominated the China market, has seen its market share shrink dramatically from 95% before sanctions to 55%. Huawei became the biggest winner of this round of domestic substitution, with cumulative deliveries of about 812,000 AI chips in 2025, taking nearly 20% of the domestic market share and firmly maintaining the top position among domestic vendors. Alibaba’s T-Head, under the Alibaba Group, ranked second with 256,000 units. (Wide-angle observation)

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