Nvidia's China AI Chip Share Drops to 34% as Huawei Rises to 28% with Near-600k Unit Shipments

1 reports archived1 independent sourcesupdated 10/13/2026, 15:13:21

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IDC data reveals Nvidia's China AI accelerator shipments fell 44% year-over-year in the first half of the year, dropping its market share to 34%. Conversely, Huawei captured a 28% share with 572,000 units shipped, while domestic players like Alibaba's T-Head and Cambricon also saw significant growth, indicating a structural shift in China's compute landscape.

LATEST/IDC data reveals Nvidia's China AI accelerator shipments fell 44% year-over-year in the first half of the year, dropping its market share to 34%. Conversely, Huawei captured a 28% share with 572,000 units shipped, while domestic players like Alibaba's T-Head and Cambricon also saw significant growth, indicating a structural shift in China's compute landscape.

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36 fully observed hours

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5.2

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11.816:00

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-43%

The line compares only sources observed throughout; gap hours are interpolated to keep the trend continuous.

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IT之家 · IT业界T2·Oct 13, 15:1378 pts
Nvidia's China AI Chip Share Drops to 34% as Huawei Rises to 28% with Near-600k Unit Shipments
- Nvidia's China AI accelerator shipments dropped 44% YoY, reducing its market share to 34%.
- Huawei shipped 572,000 AI accelerators in H1, increasing its market share to 28%.
- Domestic vendors including Alibaba's T-Head (7%), Cambricon (5%), and Baidu Kunlunxin (4%) all gained ground.
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