IDC Report: NVIDIA's China AI accelerator share falls to 34%, Huawei follows closely at 28%
The IDC report shows that in the China data center AI accelerator market in the first half of 2026, NVIDIA's share fell to 34%, while Huawei ranked second with a 28% share and shipments of 572,000 units, nearly double the same period last year. Total China AI accelerator shipments in the first half were about 2.008 million units, of which non-GPU accelerators shipped 1.016 million units, up nearly 80% year-on-year, surpassing GPU shipments of 991,000 units for the first time. The report notes that the focus of market competition is shifting from single-chip performance to the overall system capability of chips in large clusters.
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