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中國市場（2025）：NVIDIA AI 晶片預測及供應鏈分析
市場調查報告書
商品編碼
1794795

中國市場（2025）：NVIDIA AI 晶片預測及供應鏈分析

2025 China Market: NVIDIA AI Chip Forecast and Supply Chain Analysis
出版日期: | 出版商: TrendForce | 英文 5 Pages | 商品交期: 最快1-2個工作天內

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簡介目錄

NVIDIA 已恢復其 "H20" AI 晶片在中國的銷售，並優先考慮今年的銷售目標。台積電的產能可能成為瓶頸。 NVIDIA 也將推出 Blackwell 平台 RTX PRO 6000，以滿足多樣化的應用需求。

主要亮點

  • NVIDIA 已恢復其面向中國市場的 H20 AI 晶片的銷售，並爭取完成今年的銷售目標。
  • 目前尚無重大追加訂單，而台積電產能滿載等上游供應鏈瓶頸可能成為阻礙因素。
  • 中國終端客戶對下一代 Blackwell 平台 RTX PRO 6000 充滿期待。
  • 必須密切注意上游產能擴張和實際需求變化。
  • 台積電或將使用其他產線處理緊急訂單，但成本效益需評估。
  • H20 重啟後，NVIDIA 現有的產品庫存和台積電的半成品庫存將成為供應的支柱。

目錄

第一章：自 H20 禁令解除以來，訂單成長乏力，NVIDIA 優先完成初始銷售目標。

第二章：台積電的滿載營運產能可能成為未來追加訂單的瓶頸。現有 H20 庫存將用於解決此問題。

第三章：NVIDIA 維持對其中端 GPU RTX PRO 的先前預期。由於客戶啟動量低，未來價格可能會下降。

  • NVIDIA 2025 年的主要 GPU 解決方案和伺服器系統應用。

第四章：NVIDIA 和中國 CSP 繼續評估其額外的 HBM 和 RDIMM 採購需求，這可能會促使 HBM3e 8hi 出貨量復甦。

  • NVIDIA 從三大 DRAM 供應商的採購狀況
簡介目錄
Product Code: TRi-0080

NVIDIA has resumed sales of its AI chip H20 in China, prioritizing this year's targets. TSMC's production capacity could be a bottleneck. NVIDIA will also launch the Blackwell platform RTX PRO 6000 to address diverse application needs.

Key Highlights:

  • NVIDIA resumes H20 AI chip sales to the Chinese market, aiming to meet this year's sales goals.
  • Currently, no significant additional orders; upstream supply chain like TSMC's full capacity could be a bottleneck.
  • Chinese end customers anticipate the next-gen Blackwell platform RTX PRO 6000.
  • Upstream capacity expansion and actual demand changes need monitoring.
  • TSMC might use other production lines to handle urgent orders but must assess cost-effectiveness.
  • NVIDIA's existing product stock and TSMC's semi-finished inventory will be the supply mainstay upon H20's restart.

Table of Contents

1. NVIDIA Prioritizes on Achieving Initially Set Sales Target after Lifted Ban on H20 with no Apparent Order Increment

2. TSMC's Full-Load Capacity May Become Bottleneck for Extra Orders in Future; Current Response by Existing H20 Inventory

3. NVIDIA Maintains Previous Expectation on Mid-End GPU RTX PRO; Future Drop May be Possible due to Low Kickoffs among Clients

  • NVIDIA's Major GPU Solutions and Server System Applications for 2025

4. NVIDIA and Chinese CSPs Continue to Assess Additional Procurement Needs for HBM and RDIMM, Likely Leading to Rebound in HBM3e 8hi Shipments

  • NVIDIA's Procurements from Three Major DRAM Suppliers