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Recently, a report from the Financial Times has attracted widespread attention in the industry. Despite being constrained by the new US export restrictions, Nvidia, the global GPU chip giant, is still expected to achieve about $12 billion in AI chip sales in China (especially the mainland China market) this year. This figure not only highlights Nvidia's deep roots in the Chinese market, but also reflects the continued surge in demand for AI chips.

Market strategy adjustment: from high-end to special supply

Since 2022, the US export control policy on Nvidia's sales of the most advanced AI chips in the Chinese market has forced Nvidia to adjust its market strategy. From the initial restrictions on the A100 and H100 chips, to the subsequent launch of the performance-downgraded A800 and H800 chips, to the latest H20, L20 and L2 series, Nvidia has continuously iterated and optimized its product portfolio to meet the specific needs of the Chinese market. Although this "curve-saving" strategy sacrificed some performance, it successfully maintained a high market share and competitiveness in the Chinese market.

H20 chip: performance downgraded, but still competitive

Analysts predict that Nvidia will deliver more than 1 million new H20 chips to Chinese customers in the coming months. These chips, priced between $12,000 and $13,000, are expected to bring Nvidia more than $12 billion in revenue, a figure that even exceeds its total revenue from the Chinese mainland market for the entire fiscal year ending January 2024. Although the H20 chip has been downgraded in performance, it is still very popular in the Chinese market due to its excellent memory performance and wide application base in the Nvidia ecosystem.

Market competition pattern: Nvidia versus local companies

In the Chinese market, Nvidia faces fierce competition from local companies. In particular, Huawei, whose Ascend 910B chip lags behind Nvidia's top products in performance, is still a leader in the field of domestic AI chips. However, from the perspective of the entire market landscape, Nvidia still maintains its leading position with its rich product line, strong technical support and broad ecosystem advantages. At the same time, most Chinese AI companies have already built their AI models on Nvidia's platform, which makes them face high costs and time when switching to other platforms.

Future Outlook: Unlimited Possibilities in the AI ​​Chip Market

With the continuous development of AI technology and the continuous expansion of its application fields, the AI ​​chip market is ushering in unprecedented development opportunities. As one of the leaders in the global AI chip market, NVIDIA's performance in the Chinese market will undoubtedly have a profound impact on the entire industry. In the future, NVIDIA will continue to increase its investment and R&D efforts in the Chinese market and launch more high-performance AI chip products that meet market demand. At the same time, with the gradual easing of Sino-US relations and the improvement of the global trade environment, NVIDIA is also expected to gradually get rid of the impact of export restrictions and achieve freer market competition and cooperation.

In short, NVIDIA's "curve-saving" strategy in the Chinese market has not only won it valuable market share and revenue sources, but also provided new ideas and inspiration for the development of the global AI chip market. In the next few years, we are expected to witness more companies like NVIDIA competing and cooperating fiercely around the world to jointly promote the prosperity and development of the AI ​​chip market.