查看購物車
  • Simplified Chinese
  • English
  • Japanese
  • Korean
NVIDIA H20 和 RTX PRO 推動中國 AI 晶片市場：2025 年展望
市場調查報告書
商品編碼
1774041

NVIDIA H20 和 RTX PRO 推動中國 AI 晶片市場：2025 年展望

NVIDIA H20 & RTX PRO Drive China's AI Chip Market: 2025 Outlook
出版日期: | 出版商: TrendForce | 英文 6 Pages | 商品交期: 最快1-2個工作天內

價格
簡介目錄

摘要

NVIDIA H20 恢復對華銷售，提振 AI GPU 的供應，並刺激 HBM 和 GDDR 的需求。美國政策轉變有利於中國高階 AI 晶片的採用，而 RTX PRO 6000 等新產品的推出，進一步支持了 AI 的多元化發展。

重點：

  • NVIDIA H20 預計將在中國恢復銷售，這將增強 AI GPU 的供應動態，並刺激 HBM 及相關解決方案的需求。
  • H20 復原供應使 NVIDIA 重新成為中國領先的高階 AI GPU 解決方案供應商，尤其適用於大型通訊服務供應商 (CSP) 的資料中心擴容。
  • H20 採用 HBM3e 顯存，市場消費佔比從 3% 提升至 6%。
  • 除 H20 外，NVIDIA 也宣布推出僅在中國市場銷售的搭載 GDDR7 的 RTX PRO 6000，瞄準更多樣化的中階 AI 伺服器應用，預計年底前將大量出貨。
  • 三星在 GDDR7 供應方面處於領先地位，並將受益於 RTX PRO 6000 銷售及相關收入的成長。
  • 儘管近期政策有所放鬆，但地緣政治風險依然存在，促使中國加快發展國內 AI 晶片和供應鏈，預計 2026 年後將出現顯著改善。

目錄

第一章：NVIDIA 的 H20 出口限製或將解除；這可能預示著AI GPU貿易政策的變化，從而刺激中國市場的巨大需求。

第二章：H20恢復銷售將刺激HBM3e需求，H20在2025年HBM總消費中的佔比將提升至6%

  • NVIDIA H20與中國公司自主設計晶片的規格對比

第三章：如果出口禁令解除，H20可望重回中國高階AI GPU龍頭地位

  • 如果H20禁令解除，預計外國AI晶片在中國市場的市佔率將恢復至49%左右。

第四章：NVIDIA計畫推出中國版RTX PRO 6000，以支援中低階市場，GDDR7出貨量預計將成長。 AI 伺服器應用程式。

簡介目錄
Product Code: TRi-0078

Overview

NVIDIA H20 may resume sales to China, boosting AI GPU supply and demand for HBM and GDDR. US policy shift favors Chinese adoption of high-end AI chips. New products like RTX PRO 6000 will further support diverse AI developments.

Key Highlights:

  • NVIDIA H20 is likely to resume sales in China, enhancing AI GPU supply dynamics and driving up demand for HBM and related solutions.
  • H20 supply resumption repositions NVIDIA as the leading provider for high-end Chinese AI GPU solutions, especially for large CSP's data center expansion.
  • H20 uses HBM3e memory, driving its market consumption ratio from 3% up to 6%.
  • Besides H20, NVIDIA will introduce a China-specific RTX PRO 6000 with GDDR7, targeting more diverse and mid-tier AI server applications, with mass shipment planned later in the year.
  • Samsung leads in GDDR7 supply and will benefit from growth in RTX PRO 6000 sales and related revenue.
  • Despite recent policy easing, geopolitical risks remain, prompting China to accelerate domestic AI chip and supply chain development, with significant improvements expected post-2026.

Table of Contents

1. Restrictions on the Export of NVIDIA's H20 Are Likely to Be Lifted; This Would Signal a Change in Trade Policies Related to AI GPUs, Potentially Unlocking Substantial Demand in the Chinese Market

2. Resumption of H20 Sales Will Drive Demand for HBM3e, Increasing H20's Share of Overall HBM Consumption to 6% in 2025

  • Comparison of Specifications: NVIDIA's H20 vs. In-House Designed Chips from Chinese Companies

3. H20 Expected to Reclaim Its Position as the Leading High-End AI GPU in China if Export Ban Is Lifted

  • If the Ban on H20 Is Lifted, the Share of Foreign-Sourced AI Chips in the Chinese Market Is Projected to Rebound to as Much as 49%

4. GDDR7 Shipments Are Expected to Gain Momentum as NVIDIA Plans to Launch China-Specific Version of RTX PRO 6000 to Support Applications for Midrange and Low-End AI Servers