NVIDIA's China market share has dropped from 95% to 55% in three years, with domestic AI chips now accounting for 40% of the market.

According to 1M AI News monitoring, the latest IDC report shows that the total shipment of AI accelerators in the Chinese market is approximately 4 million units by 2025. Domestic manufacturers collectively delivered 1.65 million units, accounting for 41%. NVIDIA still holds the top position with approximately 2.2 million units, but its market share has dropped from about 95% before the sanctions to 55%, losing 40 percentage points in three years. AMD shipped approximately 160,000 units, accounting for 4%.

Within the domestic camp, Huawei ranks first with approximately 812,000 units, accounting for about 20% of the overall market and contributing nearly half of the domestic shipments. The other manufacturers are as follows:

1. Pingtouge (chip design company under Alibaba) with around 265,000 units, second in the domestic market
2. Baidu Kunlun chip and AI chip company Cambricon both with about 116,000 units, tied for third place domestically
3. Hygon, GPU startup Muxi, and Tiansu ZhiXin account for 5%, 4%, and 3% of domestic shipments, respectively

In 2025, the central government initiated a new round of investment in AI infrastructure, provinces accelerated the construction of Smart Computing Centers, and many places required government and SOE data centers to prioritize the purchase of domestic chips. Huang Renxun previously stated publicly that NVIDIA's share in China's high-end training chip market has "dropped from 95% to zero," with the current 55% overall share mainly relying on inference chips and the mid-to-low-end market. Export controls have cut off NVIDIA's supply chain for its most advanced products but have also opened up market space that did not exist before for domestic manufacturers.