IDC：英伟达中国AI芯片份额跌至34%，华为以28%紧追
市场研究机构 IDC 的数据显示，2026年上半年英伟达在中国数据中心 AI 加速器市场的份额已跌至34%，上半年在华出货约67.8万块 AI 加速器，同比下降44%。与此同时，华为出货约57.2万块，较一年前的30余万块大幅增长，市场份额达到28%，与英伟达的差距显著缩小。
路透社10月13日引述这份 IDC 报告指出，份额变化的直接原因是美国出口管制：华盛顿限制中国获得英伟达最先进的 AI 芯片，可对华销售的产品范围收窄；北京则大力扶持国产替代，并要求中国企业进口合规的英伟达芯片须先获审批。英伟达首席执行官黄仁勋多次公开批评出口管制，称该政策迫使美国公司把价值500亿美元的中国 AI 芯片市场拱手让给华为，最新数据印证了这一趋势。
报告还显示，上半年中国 AI 加速器总出货量达200.8万块；其中图形处理器（GPU）出货同比下降26%至99.1万块，非 GPU 加速器出货量历史上首次超过 GPU。除英伟达、华为外，阿里平头哥、寒武纪、百度昆仑芯、海光分别占据7%、5%、4%和3%的份额，11家被追踪的中国芯片厂商中有9家出货量同比增长。IDC 未说明34%的份额是否包含被禁运的 B200、B300 等顶级芯片，路透社指出这类芯片虽被禁止对华出口，但一直通过走私流入中国。英伟达未回应路透社的置评请求。
IDC: Nvidia's China AI Chip Share Falls to 34% as Huawei Closes In at 28%
Nvidia's share of China's data-center AI accelerator market fell to 34% in the first half of 2026, according to an IDC report cited by Reuters on October 13. Nvidia shipped about 678,000 AI accelerators in China from January through June, down 44% from a year earlier. Huawei shipped about 572,000 units, up from more than 300,000 a year earlier, for a 28% share, sharply narrowing its gap with Nvidia.
Reuters reported that the shift stems directly from U.S. export controls: Washington has restricted China's access to Nvidia's most advanced AI chips and narrowed the range of products it may sell in China, while Beijing has promoted domestic alternatives and required Chinese companies to obtain approval before importing compliant Nvidia chips. Nvidia CEO Jensen Huang has repeatedly criticized the export curbs, saying the policy forced a U.S. company to cede China's $50 billion AI chip market to Huawei; the latest data bears out that trend.
Total AI accelerator shipments in China reached 2.008 million units in the first half. GPU shipments fell 26% to 991,000 units, while non-GPU accelerators surpassed GPUs for the first time in history. Beyond Nvidia and Huawei, Alibaba's T-Head held 7%, Cambricon 5%, Baidu's Kunlunxin 4% and Hygon 3%; nine of the 11 Chinese chipmakers tracked by IDC increased shipments year over year. IDC did not specify whether the 34% figure includes top-end chips such as the B200 and B300, which are barred from export to China but have been smuggled into the country, Reuters noted. Nvidia did not respond to Reuters' request for comment.
图片来源：英伟达总部大楼（圣克拉拉）。Coolcaesar 摄，CC BY-SA 4.0，维基共享资源
