Nvidia’s China AI-chip share falls as Huawei closes gap, report finds
Huawei shipped 572,000 AI accelerators and took 28% of the market as Nvidia’s restricted sales fell 44%, IDC said.
- On Tuesday, Nvidia's share of China's data-centre AI chip market fell to 34% in the first half of 2026, as US export controls restricted supplies and domestic rivals led by Huawei gained ground, according to an IDC report seen by Reuters.
- Washington has restricted China's access to Nvidia's most powerful AI chips, while Beijing has promoted domestic alternatives and required companies to seek approval to import compliant Nvidia products.
- Nvidia shipped 678,000 AI accelerators in China, down 44% from a year earlier, while total market shipments reached 2.008 million units and other AI accelerators rose nearly 80% to 1.016 million units, overtaking GPUs by volume.
- Huawei shipped 572,000 AI accelerators, capturing a 28% market share, as nine of the 11 Chinese chipmakers tracked by IDC increased shipments and domestic rivals accounted for 95% of the non-GPU segment.
- IDC expects total accelerator shipments in China to grow 19% this year, even as GPU shipments fall 9%, while Nvidia CEO Jensen Huang claimed export curbs forced the company to cede China's $50 billion AI chip market.
19 Articles
19 Articles
Nvidia’s share of China AI chip market falls to 34% as Huawei gains ground
Nvidia's share of China's AI chip market dropped to 34% in the first half of 2026 due to US export restrictions. Domestic competitors like Huawei increased their market presence significantly during this period. The total AI accelerator shipments in China reached over 2 million units, with non-GPU shipments surpassing GPU sales for the first time.
US export restrictions and the strengthening of domestic Chinese competitors, particularly Huawei, have reduced Nvidia's share of the Chinese AI accelerator market.
(Seoul = Yonhap News) Reporter Lee Seong-han = Nvidia's market share in China has plummeted to 34% following the U.S. government's ban on the export of advanced artificial intelligence (AI) chips to China.
Nvidia’s China AI-chip share falls as Huawei closes gap, report finds - Regional Media News
BEIJING, Oct 13 (Reuters) - Nvidia's share of China's market for data-centre AI chips fell to 34% in the first half of 2026, as US export controls restricted supplies of its products and domestic rivals led by Huawei gained ground, according to an IDC report [...]
Nvidia’s China AI-chip share falls as Huawei closes gap, report finds
BEIJING, Oct 13 (Reuters) - Nvidia's share of China's market for data-centre AI chips fell to 34% in the first half of 2026, as US export controls restricted supplies of its products and domestic rivals led by Huawei gained ground, according to an IDC...
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