IDC: Huawei Ascend shipped 572,000 units in the first half; gap with Nvidia narrows to 6 percentage points
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An IDC report shows that in the first half of 2026, in China's data center AI chip market, Nvidia still ranked first with a 34% share, but its shipments were 678,000 units, down 44% year-on-year; Huawei Ascend shipped 572,000 units, accounting for 28%, narrowing the gap between the two to 6 percentage points. Non-GPU accelerators shipped 1.016 million units, up nearly 80% year-on-year, surpassing GPUs' 991,000 units for the first time; Huawei, T-Head, Kunlunxin and Cambricon together accounted for 95% of the non-GPU market. IDC notes that the focus of competition is shifting from single-chip performance to overall system capability, and Morgan Stanley expects China's AI chip self-sufficiency rate to rise from 35% in 2025 to 45% in 2026.
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IDC data reveals changes in the landscape of China's AI chip market, allowing readers to understand the progress of domestic substitution in terms of market share and the structural turning point.
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10月19日消息，据IDC最新报告，2026年上半年中国数据中心AI芯片市场格局发生显著变化。英伟达虽以34%的份额仍居第一，但出货量仅67.8万颗，同比大幅下降44%。华为昇腾则以57.2万颗的出货量拿下28%的份额，两者差距收窄至仅6个百分点。
英伟达份额下滑的直接原因，是美国出口管制持续收紧。其最先进的Blackwell架构芯片无法进入中国市场，获准出口的H200芯片收入占其数据中心业务总营收不足1%。黄仁勋曾多次批评这一政策，称500亿美元的中国AI芯片市场正被迫让给华为。
国产替代浪潮惠及整个产业链。除华为外，阿里平头哥以7%的份额位居第三，寒武纪、昆仑芯、海光信息分别占5%、4%和3%。IDC追踪的11家中国芯片厂商中，有9家上半年出货量同比增长。
一个更具标志性的变化是：非GPU加速器出货量达101.6万颗，同比增长近80%，首次超越GPU的99.1万颗。华为、平头哥、昆仑芯与寒武纪合计占非GPU市场的95%，政府机构、互联网公司及电信运营商是主要采用方。
IDC指出，市场竞争焦点正从单颗芯片性能转向系统整体能力，包括芯片在大型计算集群中的协同运作表现。
摩根士丹利预计，中国AI芯片自给率将从2025年的35%提升至2026年的45%，2027年有望跃升至68%。