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Hardware · Updated 13 Oct, 09:37 am IST

Huawei narrows gap with Nvidia in China's AI‑chip market, IDC finds

Image: ET Tech

Why it matters for readers: Helps understand why Nvidia is selling less in China and how local companies are filling the gap.

  • Nvidia shipped 678,000 AI accelerators in China from January through June 2026, down 44% from a year earlier.12
  • Huawei shipped 572,000 AI accelerators in the same period, giving it a 28% market share versus Nvidia's 34%.12
  • US export controls and Beijing policies promoting domestic alternatives are cited as drivers of Nvidia's reduced share and Huawei's gains.12
  • Chinese suppliers collectively expanded sales, and non‑GPU chips surpassed GPUs by volume in the market tracked by IDC.1
  • Other Chinese players in the IDC ranking included Alibaba's T‑Head with 7%, Cambricon 5%, Baidu's Kunlunxin 4% and Hygon 3%.2

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How this story developed

  1. 13 Oct, 08:02 am · Mint Technology

    Nvidias China AI-chip share falls as Huawei closes gap, report finds

  2. 13 Oct, 09:37 am · ET Tech

    Nvidia's China AI-chip share falls as Huawei closes gap, report finds